Goal Setting
What were the key goals in your business and life you set out to achieve this past year?
Automate the business so that we can save time - vendors, incoming inquiries
Focus on new projects
Looking back were these the right achievable stretch goals for you at this season in your life and business?
Stretch goal - find another large commercial contract - more than 100k
Where I want my company to be in terms of customers, sales, revenue, and profit after five years from today?
7 figures
What business objectives does the marketing strategy need to support?
Brand Awareness - landing pages - testimonials
What metrics determine success or failure?
Failure
High turnover is a metric for failure Missing a lead due to lack of follow up Have a client that doesn’t align with our values Success
Finding a project that isn’t as hands on Positive relationships with clients who understand the challenges
What marketing strategies and tactics have been used in the past?
Angie’s list and home advisor - but they are expensive
Social proof on google and yelp
Joined business groups like BNI - but it’s time consuming
Social media ads - good for awareness but not converting
About the Brand
Who exactly is your ideal client?
Values supporting local and minority-owned businesses Understanding human needs, disparities and are socially aware Value industry impact on environment Successful business, owns properties Makes 6 figures on their own and their business makes more than 7 figures
How are you Different?
Eco-Friendly Cleaning Products ??? Now it’s more people oriented, developing paths Subcontracting to other minority owned businesses
What are you ideal customers' biggest pain points?
Having a clean environment to improve productivity, reduce sickness
Are there any audiences you aren't currently reaching that you want to reach with your brand?
What are the high priority, expected deliverables for this project?
Service Quote Calculator for Residential Clients Automated Responses for the Calculator
What is the expected timeline for this project?
no specifics
SOW Timeline & Deliverables
Timeline of SOW Timeline & Deliverables
Brand Book & Core Templates
Website Design & Development
Comprehensive Tech Stack Audit
Email Marketing Drip Campaign
Apr 2025
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May 2025
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Sep 2025
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