Phase 1 - Building the Foundation (generally 1 month): once/week
Phase 2 - Launch & Optimize (generally 2-6 months): twice/month
Phase 3 - Maintain & Grow (generally 7-12 months): once/month
CORE - Loyal Customer / Consistent Performance (12+ months): once/quarter
This is a minimum standard expectation based on time. You should be using the guidelines of what phase the client is in to determine if they should stay in an earlier phase longer while you are establishing the relationship.
Transfers from another growth coach - start over as if they’re month 1 accounts on the timeline expectations.
Put Notes in Slack Channel (or it didn’t happen).
All communications is not equal, clients should hear your voice. If a client prefers email, then record a loom video and send a recording.
Types of things done in Phase 1
Kick Off
Goal Setting & Expectations
Website (New or Revamp)
Build Assets (OTT Video, Images for Ads, Graphics)
Content Marketing / SEO Research
Content Marketing / SEO Strategy Planning
Competitor Analysis
Ad Strategy Research & Planning
Setup Tracking and connect to Topline
Help with Topline Platform Setup (Phone, Scheduler, Forms, Automations)
Types of things done in Phase 2
Further build out and improve the website - (make more convertible, improve the funnel)
Decide Best Ad Platforms / Channels / Budgets
Test Different Campaigns
Review Search Terms (organic and paid)
Add Negative KW’s or Targeting (to cut out waste)
Try Different Ad Copy/Assets/Messages
Building More Assets
Test Landing Pages
Listen to Call Recordings or Review Lead Quality
Analyze Site Analytics: bounce rate, time on site, conversion paths, and more
Types of things done in Phase 3
Check Ad Data
Check Site Analytics
Brainstorm New Initiatives
Insure Rankings Maintained or Improve
Beta Test New Strategies / Channels to Layer-In
Capture Customer Stories / Reviews / Etc.
Help drive growth in any way we can
