Over 60 days, we will learn your business and its current marketing environment, audit the systems involved in generating and handling leads, identify gaps in data quality and reporting, and begin building a centralized analytics dashboard that gives leadership real visibility into what is working.
Understand your marketing environment, channels, goals, and lead flow from end to end.
Audit data quality across platforms, identify gaps, and surface what can and cannot be trusted.
Consolidate marketing and lead data into a centralized analytics view for leadership.
Provide prioritized, strategic guidance to improve visibility, attribution, and lead infrastructure.
We begin by developing a thorough understanding of your business, goals, audiences, marketing activity, and the systems used to generate, capture, track, and handle leads. Participation in stakeholder and vendor meetings is included for up to 90 minutes per week during the engagement.
We will review your marketing, website, and lead data to understand what information is available, what can be trusted, what is missing, and what needs to be cleaned up or standardized across your platforms.
Where appropriate, we will provide recommendations for data cleanup, CRM field standardization, source tracking, attribution improvements, dashboard inputs, and ongoing data maintenance processes.
Using the systems and data made available, we will build a centralized analytics dashboard designed to give leadership a clearer, consolidated view of digital marketing performance across all online channels.
Traffic volume and trends, visitor sources, referral channels, and engagement metrics including page views and time on page.
Conversion rates across forms, landing pages, calls-to-action, and appointment requests. Lead volume and lead-source attribution.
Paid advertising performance and cost efficiency. Organic, referral, social, email, and direct traffic performance side by side.
Top-performing pages, campaigns, and content. Trends that identify where visitors engage, convert, or drop off.
Based on discovery, data review, and dashboard findings, we will deliver prioritized strategic recommendations focused on improving marketing visibility, data quality, lead infrastructure, and measurement across your organization.
Improvements to website and conversion tracking, better lead-source attribution, and more accurate cross-channel measurement.
Field, tag, and status standardization. Improved data connections between marketing platforms and the CRM.
Lead capture, routing, and notification improvements. Reporting priorities and recommended KPI structure.
Recommended data maintenance processes and future automation and AI opportunities related to marketing data and lead handling.
For clients that want to generate more opportunities from leads already in their CRM, we can configure and build a lead reactivation and rebooking agent during the 60-day engagement — helping you capture value from leads you already own.
Review CRM records to find cold, stalled, or under-followed-up leads. Segment based on agreed-upon criteria.
Send re-engagement and follow-up messages through approved outreach channels. Encourage qualified contacts to book a call or appointment.
Route engaged leads to the appropriate team member, calendar, or workflow. Report on outreach activity, responses, and reactivation outcomes.
The engagement opens with a comprehensive discovery phase — the foundation for everything that follows. During this period, we focus on understanding your business and gaining the access needed to do the work effectively.
Deep-dive sessions covering your marketing channels, lead capture processes, CRM structure, and business objectives.
Internal stakeholder meetings and coordination with relevant third-party vendors, up to 90 minutes per week.
Access to marketing, website, CRM, and analytics platforms. Identification of immediate data, tracking, and reporting gaps.
The core execution phase. With access established and the business understood, we move into the detailed work of reviewing data infrastructure, identifying hygiene issues, and building the centralized analytics dashboard.
Systematic review of available data across all connected platforms and systems.
Identification and documentation of data quality issues with actionable cleanup guidance.
Build the centralized analytics dashboard consolidating website, channel, and lead performance data.
Detailed review of lead-source data, attribution gaps, and CRM field structure and consistency.
Early findings and preliminary recommendations shared with leadership before the final delivery.
The engagement closes with a structured delivery of final findings, a refined dashboard, and a prioritized roadmap that gives your team a clear path forward beyond the 60-day window.
Final adjustments and improvements to the analytics dashboard based on review and feedback.
Comprehensive walkthrough of all data infrastructure findings, tracking gaps, and hygiene issues identified during the engagement.
Actionable, prioritized guidance covering data quality, tracking improvements, reporting structure, and lead infrastructure.
A roadmap for future analytics, automation, lead reactivation, and AI initiatives — setting up the next phase of work.
The engagement is structured as a flat monthly retainer over two months, with a clear optional add-on for clients who want to activate their existing CRM leads during the same period.
$2,500 / month × 2 months
Business and marketing discovery, stakeholder meetings, data infrastructure review, data hygiene recommendations, analytics dashboard development, marketing visibility analysis, and strategic recommendations.
+$1,499 / month × 2 months
Lead Reactivation & Rebooking Agent — configuration and buildout of the complete lead reactivation, follow-up, and appointment-booking workflow during the 60-day engagement.
$3,999 / month × 2 months
The full engagement including the base scope and the Lead Reactivation & Rebooking Agent, delivered within the same 60-day period.
A successful engagement depends on timely collaboration and access. The client's primary responsibilities are straightforward and focused on ensuring we have what we need to do the work effectively.
Provide timely access to relevant systems including marketing platforms, website analytics, CRM tools, reporting tools, and advertising accounts as reasonably needed throughout the engagement.
Make internal stakeholders and relevant third-party vendors available for discovery meetings and working sessions, up to 90 minutes per week during the engagement period.
Ensure the appropriate rights and permissions are in place to provide access to the systems and data required for the engagement, including any third-party platforms or vendor accounts.
This engagement is purpose-built for marketing data, website analytics, reporting, attribution, CRM hygiene, lead infrastructure, lead-handling visibility, and the optional reactivation agent. The following are explicitly outside of scope.
A structured, expert-led engagement to clarify your marketing performance, lead flow, and data infrastructure — and build the foundation for smarter, faster decisions.