13 docs tagged with "guide"

Patterns and principles for organizing unstructured thoughts into clear, scannable, and collaborative communications.

Reference: Strategic guidance on offering value bundles and bonuses instead of direct discounts to maintain perceived value. Use this when developing promotional strategies to protect pricing integrity.

Reference: Guidance on using Calendly for appointment booking and conversion tracking in analytics. Use this during Phase 1 setup to configure Calendly Pro plan.

Reference: Guidance on using Calendly for appointment booking and conversion tracking in analytics. Use this during Phase 1 setup to configure Calendly Pro plan.

Reference: Strategic guidance on using a CRM to track leads, client goals, and improve the overall client experience. Use this during Phase 1 setup to configure your CRM system.

Reference: Strategic guidance on using a CRM to track leads, client goals, and improve the overall client experience. Use this during Phase 1 setup to configure your CRM system.

Guidance on identifying and emphasizing unique business differentiators during the sales process.

Reference: Setup and configuration guide for GatherUp, a software tool for managing Net Promoter Score surveys and reviews. Use this when setting up review management tools during Phase 1 of reputation management setup.

A system for multiplying a single piece of builder marketing content into dozens of optimized assets across all platforms.

Reference: Guidance on creating a Net Promoter Survey using GatherUp to capture and manage client feedback. Use this during Phase 1 to set up automated NPS survey routing.

Reference: Guide for establishing daily, weekly, and monthly marketing activities. Use this when setting up your recurring task system.

Reference: Examples and strategies for building mutually beneficial referral relationships with local businesses. Use this during partnership development to identify opportunities and structure agreements.

Reference: Strategic principles for LinkedIn writing, focusing on headlines, hooks, visual formatting, and conversational tone. Use this when creating LinkedIn content to maximize engagement and visibility.