72 docs tagged with "reference"

Reference: Detailed checklist and inventory table for securing admin access to key marketing platforms, tools, and assets. Use this during onboarding to track access requirements.

Reference: A high-leverage AI prompt for a business coach persona focused on first principles, ABM growth, and luxury construction. Use this prompt template when seeking strategic business coaching through AI.

Reference: A high-leverage AI prompt for a business coach persona focused on first principles, ABM growth, and luxury construction. Use this prompt template when seeking strategic business coaching through AI.

Reference: Spreadsheet tool for calculating and tracking allowable Cost Per Acquisition. Use this when determining acceptable cost per acquisition targets for marketing campaigns.

Reference: Process for creating annual marketing roadmap. Use this annually to create a marketing roadmap and schedule major projects.

Reference: Checklist for Bing Ads campaign types including search, retargeting, and display.

Reference: Framework for developing a comprehensive blog content strategy, including goals, categories, frequency, promotion, and implementation details. Use this during strategy development to structure your blog content approach.

How to verify the playbook, run builds, and what content to add next (per Organization-prd).

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.

Template: A structured format for defining ideal customer profiles, including demographics, pain points, goals, and information sources. Use this template when developing buyer personas for your target market.

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.

Template: Template for documenting channel strategy with goals, leading/lagging indicators, and KPIs for each marketing channel. Use this template when planning and documenting your channel strategy.

Reference: Strategic guide for building citations and directory listings. Use this during Phase 2-4 to prioritize directories and understand citation building best practices.

Template: Questions for gathering client insights about selection criteria, unique value, and improvement opportunities. Use this template when surveying clients for optimization insights.

Reference: Comprehensive standard operating procedure for content creation, including asset specifications, content splintering workflows, video production standards, and technical videography guidelines. Use this during content creation to ensure consistent quality and proper distribution across platforms.

Reference: Workflow and prompt templates to build a usable context pack for design-build remodeling companies. Use these prompts when creating client context documents during onboarding.

Reference: Industry benchmarks and guidance for evaluating website conversion rates. Use this during Phase 2 to measure and optimize conversion performance.

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.

Template: KPI dashboard template tailored for custom home builders, tracking revenue, leads, consultations, pre-construction agreements, and acquisition costs. Use this template when setting up KPI tracking for a custom home builder.

Reference: Detailed checklist for ensuring the website meets brand standards, accessibility, and high-quality design principles. Use during Phase 1 foundation setup.

Template: Full question bank for client discovery covering company snapshot, financials, goals, and marketing history. Use this template when sending discovery questionnaires to new clients.

Reference: List of recommended email marketing software platforms for various business types. Use this during software selection to evaluate options for your email marketing needs.

Reference: List of recommended email marketing software platforms for various business types. Use this during software selection to evaluate options for your email marketing needs.

Reference: Checklist for Facebook Ads campaign types including display and retargeting.

Reference: SOP for setting up the internal and shared folder structure in Google Drive for a new client. Use this when creating the file storage system during onboarding.

Reference: Strategic framework for ensuring marketing addresses prospect needs across all funnel stages.

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.

The global writing standard for communication: core philosophy, voice principles, and context-specific guidelines.

Reference: Checklist for Google Ads campaign types including search, display, retargeting, YouTube, and shopping.

Reference: Checklist of essential website pages required for a complete marketing platform. Use during Phase 1 foundation setup.

Reference: Process for searching keywords and checking rankings. Use this bi-annually to identify opportunities for increased visibility.

Reference: Guidance for setting up and managing LinkedIn advertising campaigns for professional targeting.

Template: A tracking template for citation backlinks and directory listing credentials. Use this template when submitting to directories to track login credentials, URLs, and submission status.

Reference: Recommended live chat widget options for improving website conversion and tracking. Use during Phase 6 monitoring and conversion setup.

Reference: Process and prompts for performing a complete initial marketing audit. Includes workflow steps and AI prompts for creating context documents.

Template: Framework for organizing marketing KPIs and goals from leadership level down to specific platform reports. Use this template when structuring a multi-level marketing dashboard system.

Core principles of customer-centricity, outcome-driven marketing, and relationship building.

Template: A comprehensive framework for defining current situation, business goals, value proposition, and market segments. Use this framework when developing your complete marketing strategy document.

Detailed rules for external communication, including banned words, LLM pattern avoidance, and title creation.

Reference: Tool for verifying website mobile responsiveness. Use during Phase 4 performance optimization.

Reference: Step-by-step process for establishing and maintaining NAP (Name, Address, Phone) consistency across all directory listings. Use this during Phase 1 to establish your NAP standard and during ongoing maintenance to verify consistency.

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: Comprehensive checklist of traditional offline advertising channels and opportunities. Use this during Phase 4 of the Traditional Print and Offline Checklist to evaluate additional advertising options.

Reference: Traditional offline advertising channel options including billboards, transit stations, and publications.

Reference: Tools and resources for running comprehensive site performance scans. Use during Phase 4 performance optimization.

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

Reference: Standard operating procedure for recognizing and promoting business awards on WordPress blog, portfolio page, awards page, and awards spreadsheet. Use this when posting awards to ensure consistent recognition and promotion.

Reference: Standard operating procedure for recognizing and promoting business awards on the WordPress blog and portfolio. Use this when posting awards and recognition during Phase 4 of reputation management.

Reference: Resources for creating and implementing a standard privacy policy. Use during Phase 2 technical infrastructure setup, especially for sites running paid advertising.

Template: A comprehensive template for tracking marketing projects, call notes, tasks, and organizing key resources. Use this template when setting up the central project management hub.

Template: Workflow + prompt templates to build a usable context pack for a design-build remodeling company. Use this workflow when creating context documents for AI-assisted marketing.

Reference: Process for re-engaging past leads. Use this bi-annually to reach out to past leads who were previously marked as dead.

Reference: Strategy for reaching out to past leads to re-engage them with new options and availability.

Reference: Sales strategy for reaching out to past leads to re-engage them with new options and availability. Use this during Phase 4 to implement lead re-engagement campaigns.

Reference: Guidelines for ensuring all content meets 5th-grade reading level for maximum accessibility and SEO optimization. Use this when reviewing content before publishing to verify readability standards.

Essential books and resources that inform this playbook's strategies.

Reference: Detailed checklist for promoting referral program. Use this quarterly when reminding clients about your referral program.

Reference: Best practices and strategies for soliciting reviews from clients, employees, and trade partners at key touchpoints. Use this when implementing review collection processes during Phase 2 of reputation management.

Template: List of critical discovery questions to ask during sales conversations. Use this template to add fields to your CRM for better client/prospect data storage.

Reference: Checklist for setting up essential shared working documents (KPI sheets, strategy docs, call notes, etc.). Use this when creating shared documents during onboarding.

Reference: Framework for developing a cross-platform social media strategy, including goals, platform selection, frequency, target audience, tone, and content mix. Use this during strategy development to structure your social media approach.

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: Detailed checklist for intuitive navigation, legibility, and social proof elements. Use during Phase 1 foundation setup.

Reference: Guidelines on when and how to use UTM parameters for tracking all external links back to the website. Use this SOP when setting up tracking for campaigns and external links.

Reference: Standard operating procedure for organizing, utilizing, and outsourcing video footage to maximize content output and quality. Use this when setting up video production workflows to establish footage management systems.

Reference: Standard operating procedure for organizing, utilizing, and outsourcing video footage to maximize content output and quality. Use this when setting up video production workflows to establish footage management systems.

Reference: Process for re-engaging past clients. Use this bi-annually to reach out to past clients and encourage re-engagement.

Reference: Strategy for re-engaging past clients to encourage repeat business or referrals.

Reference: Sales strategy for re-engaging past clients to encourage repeat business or referrals. Use this during Phase 4 to implement client winback campaigns.

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.