Skip to content
Process

Build the system first. Then add traffic.

The core system comes first because paid traffic flowing into a broken follow-up process simply creates more expensive leakage.

  1. 1

    Install the Lead Capture and Follow-Up System

  2. 2

    Confirm the CRM, tracking, forms, and automations are working

  3. 3

    Add one advertising channel

  4. 4

    Collect performance data

  5. 5

    Expand to a second channel only when justified by results and capacity

Timeline

Set up in Week 1. Tested in Week 2.

  1. 01Week 1

    Strategy and Setup

    • Review business and offer
    • Review existing website and lead process
    • Build CRM pipeline
    • Configure calendar and lead tracking
    • Create follow-up workflows
    • Plan website updates or new pages
  2. 02Week 2

    Implementation and Testing

    • Complete website or website improvements
    • Connect forms and booking tools
    • Test notifications and automations
    • Test missed-call text-back
    • Confirm tracking and lead routing
    • Review final system with the client
  3. 03Ongoing

    Ongoing

    • Monitor system performance
    • Maintain automations and forms
    • Make agreed website updates
    • Review lead flow and appointment activity
    • Provide monthly recommendations

Clear expectations

Who does what.

Client responsibilities

The client is responsible for:

  • Providing accurate business information
  • Providing website content, images, offers, and access
  • Responding to leads promptly
  • Conducting sales calls and appointments
  • Fulfilling the service
  • Paying advertising platforms directly
  • Providing required legal business information for messaging registration
  • Approving campaigns and website changes in a timely manner

Marketing creates opportunities. The client's response speed and sales process determine how many opportunities become customers.

What is not included

  • Guaranteed lead volume
  • Guaranteed revenue
  • Calling leads on the client's behalf
  • Sales or appointment-setting staff
  • Advertising spend
  • Unlimited website revisions
  • Unlimited content creation
  • Major redesigns outside the agreed scope
  • Custom software development
  • Financing advertising spend
  • Legal or compliance advice

SMS and messaging: SMS and automated messaging require appropriate consent, opt-out handling, and carrier registration where applicable. Messaging functionality may be delayed until the required client information and approvals are complete.

Let's build momentum

Ready for more booked appointments?

Book a strategy call. We'll review your business, offer, existing website, and lead process, and recommend where to start.

Book a strategy call See pricing