1. Lead Wrangling
1.1. Pull List
1.2. Clean It
1.3. De-Dup
1.4. Split by Product
1.4.1. PPC
1.4.1.1. Min Ad Spend Daily at least $50
1.4.1.2. Move to ppc bucket spreadsheet
1.4.1.3. Move to PPC Pipeline for those interested
1.4.2. Bad Reputation
1.4.2.1. Bad Google+ Review(s)
1.4.3. Good Reputation
1.4.3.1. Google Reviews# > 0
1.4.4. Social
1.4.4.1. No Facebook URL
1.4.4.2. Facbook has not been updated in last 5+ days
1.4.4.3. How many times updated in last 30 days - if less than 10
1.4.5. Mobile
1.4.5.1. Website not mobile optimized
1.4.6. Website
1.4.6.1. Any of the website issues
1.5. Send to Verfify
2. EMAIL BLAST 3
3. EMAIL BLAST 2
4. As email is opened, Update contacts in CRM as you call the opens. Immediately setup next contact in CRM
5. Fulfilment
5.1. PPC
5.1.1. Weekly Activity
5.1.2. Client Intake
5.2. Reputation
5.2.1. Weekly Activity
5.2.2. Client Intake
5.3. Social
5.3.1. Weekly Activity
5.3.1.1. Schedule FB, LinkedIn, Twitter
5.3.1.2. Schedule weekly Posts to website or blog
5.3.2. Client Intake
5.4. Mobile
5.4.1. Weekly Activity
5.4.2. Client Intake
5.5. Website
5.5.1. Weekly Activity
5.5.2. Client Intake
5.6. Review Commercials
5.6.1. Weekly Activity
5.6.2. Client Intake
6. Lead Generation
6.1. Verify Lists
6.1.1. Call
6.1.1.1. Good To Go
6.1.1.1.1. Send to Multi Touch Strategy
6.1.1.2. Limbo
6.1.1.2.1. Call Again 1 Week Later
6.1.1.3. No Go
6.1.1.3.1. Remove From List
6.1.2. ALT: Appt Setting
6.1.2.1. PPC
6.1.2.2. Bad/Good Rep
6.1.2.3. Social
6.1.2.4. Mobile
6.1.2.5. Website
6.2. Multi Touch Strategy
6.2.1. Email - Lead Kahuna
6.2.1.1. Email Cold Blast 1
6.2.1.1.1. Open = iContact / Pipedrive
6.2.1.2. Email Cold Blast 2
6.2.1.2.1. Open = iContact / Pipedrive
6.2.1.3. Email Cold Blast 3
6.2.1.3.1. Open = iContact / Pipedrive
6.2.2. Email - iContact
6.2.2.1. Auto Responder Series
6.2.2.2. Monthly Newsletter Series
6.2.3. Call
6.2.3.1. Marketing Call
6.2.3.1.1. DM Call
6.2.4. Direct Mail
6.2.4.1. Postcard 1
6.2.4.1.1. Direct Response = Move to Lead Conversion
6.2.4.2. Postcard 2
6.2.4.2.1. Direct Response = Move to Lead Conversion
6.2.4.3. Lumpy Mail 1
6.2.4.3.1. Direct Response = Move to Lead Conversion
6.2.4.4. Lumpy Mail 2
6.2.4.4.1. Direct Response = Move to Lead Conversion
6.2.4.5. Lumpy Mail 3
6.2.4.5.1. Direct Response = Move to Lead Conversion
6.2.4.6. Monthly Printed Newsletter
6.2.5. Facebook Retargeting
6.2.6. SMS Messaging
6.2.7. Traffic Fuel Banner Ad Network
6.3. Pipedrive (CRM)
6.3.1. Import clicks / replies / phone connections from LK
6.3.2. Load all Contacts: friends, family, leads, referrals, everything...
6.3.2.1. Make sure everyone knows what you do... REST Strategy
6.3.3. Record all commuinication with each contact
6.3.4. Create Pipeline for Sales Strategies
6.3.5. Have Goals for each person in Pipedrive
7. Lead Conversion - Pipedrive
7.1. PPC
7.1.1. Call to Qualify and set appointment
7.1.2. Email Followup 1 about webinar
7.1.3. Letter about Webinar
7.1.4. Webinar
7.1.5. Chase Formula
7.1.5.1. Emails
7.1.5.2. Phone Calls
7.1.6. Strategy Meeting
7.1.7. New Customer
7.2. Bad Reputation
7.2.1. Call to Qualify and set Apointment
7.2.2. Email Followup 1
7.2.3. Email Followup 2
7.2.4. Email Followup 3
7.2.5. Email Followup 4
7.2.6. Letter / Postcard
7.2.7. Facebook
7.2.8. Webform
7.2.9. Dress Rehearsal / Creative Meeting
7.2.10. Film Day / Proofing Meeting
7.2.11. Strategy Meeting
7.2.12. New Customer
7.3. Good Reputation
7.3.1. Call to Qualify and set Apointment
7.3.2. Email Followup 1
7.3.3. Email Followup 2
7.3.4. Email Followup 3
7.3.5. Email Followup 4
7.3.6. Letter / Postcard
7.3.7. Facebook
7.3.8. Webform
7.3.9. Dress Rehearsal / Creative Meeting
7.3.10. Film Day / Proofing Meeting
7.3.11. Strategy Meeting
7.3.12. New Customer
7.4. Social
7.4.1. Call to Qualify and set appointment
7.4.2. Email Followup 1 about webinar
7.4.3. Letter about Webinar
7.4.4. Webinar
7.4.5. Chase Formula
7.4.5.1. Emails
7.4.5.2. Phone Calls
7.4.6. Emails
7.4.7. Phone Calls
7.4.8. Strategy Meeting
7.4.9. New Customer
7.5. Mobile
7.5.1. Call to Qualify and set appointment
7.5.2. Email Followup 1 about webinar
7.5.3. Letter about Webinar
7.5.4. Webinar
7.5.5. Chase Formula
7.5.5.1. Emails
7.5.5.2. Phone Calls
7.5.6. Emails
7.5.7. Phone Calls
7.5.8. Strategy Meeting
7.5.9. New Customer
7.6. Website
7.6.1. Call to Qualify and set appointment
7.6.2. Email Followup 1 about webinar
7.6.3. Letter about Webinar
7.6.4. Webinar
7.6.5. Chase Formula
7.6.5.1. Emails
7.6.5.2. Phone Calls
7.6.6. Emails
7.6.7. Phone Calls
7.6.8. Strategy Meeting
7.6.9. New Customer
8. Resources
9. Staffing
9.1. Sales
9.1.1. Compensation
9.1.2. Requirements
9.1.3. Minimum Production Requirement
9.1.4. Interview Questions
9.2. Virtual Assistant
9.3. WebMaster
9.4. Appointment Setters
9.4.1. Compensation
9.4.2. Requirements
9.4.3. Minimum Production Requirement
9.4.4. Interview Questions