A simple 90-day game plan: who we’re targeting, what we’re offering, and how we’ll measure wins.
CRM set up the right way: pipeline, stages, calendars, and logins for your team.
“Speed-to-lead” follow-up: instant text/email to new leads and missed-call text-back.
Easy booking: one page, one button, calendar built in, reminders included.
Tracking that works: where leads came from saved to each contact/deal.
A starter dashboard: bookings, show rate, response time, and cost per lead.
Short how-to guides so your team isn’t guessing.
First quick win (an automation live) in under 14 days.
Full setup in 30–45 days.
More people book calls (often 30–60% improvement).
Fewer no-shows (down 5–10 points).
Faster follow-up (goal: under 15 minutes).
Small website fixes that matter: fewer form fields, clearer copy, proof people trust, a sticky “Book Now” button.
Always-on campaigns: fresh leads, gentle nudges to finish booking, and win-backs.
Better sales habits: short call blocks, simple scripts, and quick coaching from real calls.
Clear reporting: what channel is working, what isn’t, and where to put budget.
Light testing on offers/pricing with clear rules for what to keep or kill.
A short weekly meeting and a one-page scoreboard so everyone stays aligned.
Weekly check-ins.
Every two weeks we roll out small site/campaign improvements.
Monthly we review what to stop and what to double down on.
Bookings, show rate, cost per qualified lead, time to respond, close rate, and payback time.
Cost per qualified lead drops (25–50% is common).
More bookings (40–100% relative lift).
Better return on ad spend (+30–70%)
Step-by-step workflows: from new lead → handoff → delivery → reviews and upsells.
A simple partner/referral program: links, tracking, payouts, ready-to-send materials.
Smart routing: send leads to the right person/location based on workload.
Clean data rules: what fields mean, how stages are used, and a quick monthly clean-up.
Leader dashboards: revenue, pipeline, channel mix, team capacity, and retention at a glance.
A monthly “business review” to set goals, budget, and experiments.
Templates so you can add new locations or teams without chaos
Monthly 90-minute review.
Weekly quick check for any project alerts.
Referrals grow from almost nothing to 15–25% of good leads.
You get paid faster (billing time down 30–55%).
Adding locations/teams doesn’t break your process.
Fast start: kickoff within 7 days and a clear timeline.
Training: short, role-based sessions plus recordings.
Dashboards: live stats you can actually use.
Support: business-hours help; quick fixes and small tweaks.
Documentation: your processes written down, and they stay yours.
Security: your logins, your data, least-access permissions.
You want measurable outcomes: more bookings, more revenue, faster cash.
You can name one decision-maker and one ops point person.
You’re willing to focus on one clear CTA across your site.
You want a pretty brochure site, not a pipeline.
Weekly 15-minute metrics check-ins feel like “too much.”
You insist on keeping lots of forms, inbox chasing, and manual follow-ups.
