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START-UP CHECKLIST
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Intention: Be prepared to generate 21 - 30 leads, 7-10 Estimates in 4 weeks.Massively Elevate Joy & Performance!
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TimelineWhatIntentionWhoBy WhenStatusNotesLinks | Resources
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Week 1Receive credit card to use for set uppay for things
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Week 1Kickoff and Planning Call
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Week 1Who is currently managing your site? Or do you self manage? If you have a partner, when will you discontinue agreement and is there a wait/grace period once you discontinue service? How long do we have to get things moved over?Transition everything to NPG
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Week 1Supply Questionnaire, Checklist and Log-insCollect information from partner
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Week 1Lead Generation Kick off Calllearn how they are generating leads today, get access to their plan and learn what brand brand assets we still need to produce
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Week 1 Start SEO research & DIscuss Website TransferGenerate website and gmb traffic
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Week 1 Pull website over from existing host / Ransom
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Week 2Brand Discovery & Product Guide Kick off Callcollect info on the business and what you offer customers
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Week 2Brand Strategy Follow Upcollect info to build initial marketing assets and build brand over time.
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Week 2 Create marketing gmail address Email address to support various marketing needs
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Week 2Set Up Any Lead Service they do not have (Google My Business, Angi Leads, CraftJack, Thumbtack, Nextdoor & Yelp.)Build google my business and lead service profiles.
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Week 2Set Up Any Social Profile they do not have (Facebook & Instagram)Build facebook and instagram business profiles
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Week 2Gain Access to Facebook Ads Manager Accountrun ads on facebook
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Weeks 2Build out initial Facebook Adsrun ads on facebook
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Week 2Photography RequestUse in owner ads
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Weeks 2-3Build Lead Generation Planplan budget and channels to generate leads
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Week 3Launch Facebook AdsGenerate facebook leads
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Week 3Launch Lead ServicesGenerate lead service leads
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Week 4Move over existing website to our hostingPut his site on our hosting platform
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Week 4Optimize all lead services profiles.Build google my business and lead service profiles.
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Week 4Edit Existing Website CopyGenerate website leads
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Potential
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TBDUpdate Company Logo / IdentityBuild logo, fonts and colorsLogo, Colors, Fonts, Yard Signs, Door Hangers, Business Cards
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TBDOrder Yard Signs, Business Cards & Door HangersGenerate awareness
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INFORMATION
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Provide new partners with our contact info
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Ask new partners for their information include phone number and best email in discovery add here
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