Prep → Channel Setup → Lead Capture → Track → Show Results → Expand
STEP 1: Prep
Goal: Get access and understand the baseline.
Google Business Manager (manager role) Website pixel / Meta business manager (optional) Customer list (for retargeting) Existing monthly calls / leads Current conversion rate (if known) STEP 2: Pick ONE CHANNEL ONLY
Option A: Google Maps / Local Search
Claim / verify Google Business Profile Description (keywords + intent) Categories (primary + secondary) Services (detailed, geo-targeted) Add photos (optional but boosts CTR) Launch 1 local search ad targeting their service area (keep budget low) Goal: Owned, predictable leads from search intent.
Option B: Meta Retargeting
Upload customer list OR connect Meta pixel Create retargeting audience (past customers, website visitors) Run low-budget ad campaign with: Simple call-to-action (call, form, DM) Track clicks → messages → calls Monitor engagement & conversions Goal: Capture potential buyers who already know the business.
Option C: Local Paid Social (Optional / Awareness)
Pick 1 platform (Instagram, TikTok, or Facebook) Run 1 small campaign highlighting: Low spend (start $50–$150 for testing) Track click-to-call, form fills, or appointments Goal: Generate measurable leads / awareness in a high-visibility format.
STEP 3: Track & Compare
Record all incoming leads in a simple sheet / your app dashboard Compare to their existing platform / referral system Cost per lead (if any spend) Positioning to Client:
“Here’s your owned pipeline vs your current platforms. You see the difference, no risk, no disruption.”
STEP 4: Next Step
If results are positive → pitch full system expansion:
