Our Process

From First Call to Live Campaign. Here's Exactly What Happens.

No mystery. No black boxes. Here's our process, step by step, and what we need from you at each stage.

01

Discovery Call

We start with a 20–30 minute call. No presentation, no pitch deck. Just a real conversation about your business, your buyers, and where you're at with advertising today.

We want to understand: what you sell, who buys it, what the sales cycle looks like, what you've already tried, and what success looks like for you.

At the end of this call, we'll tell you honestly whether we think we can help. If we can, we'll tell you what that would look like.

WHAT WE COVER
  • Your business and what you sell
  • Who your ideal buyer is
  • Current advertising and what's working
  • Your CRM and sales process
  • Goals and timeline

02

Audit & Proposal

If there's a fit, we do a full audit of your existing advertising accounts, website, and CRM setup. Then we put together a custom proposal.

The proposal outlines exactly what we'd do, which channels we'd use, what budget we'd recommend, what it would cost, and what results you should expect in the first 90 days.

No generic packages. Every proposal is built specifically for your business.

WHAT'S IN THE PROPOSAL
  • Audit findings and gaps
  • Recommended channel strategy
  • Projected 90-day outcomes
  • Management fee and ad spend recommendation
  • Onboarding timeline

03

Onboarding & Build

Once you're on board, we move fast. In the first two weeks we: get access to your accounts, set up tracking and attribution, integrate your CRM, build campaign architecture, and develop initial creative.

We won't launch until the foundation is right. Tracking has to work before we spend money on ads.

ONBOARDING CHECKLIST
Account access granted
Conversion tracking installed
CRM integration complete
Audiences and targeting built
Creative developed and approved
Dashboard live and accessible

04

Launch

Campaigns go live. You'll get a notification from us the day everything launches, along with access to your dashboard so you can see results in real time.

The first 30 days are a learning phase. We gather data, watch performance closely, and make early optimizations. Don't expect perfection on day one. Expect improvement every week.

WHAT YOU'LL SEE

Your live dashboard shows: impressions, clicks, conversions, cost per lead, and pipeline value attributed to each campaign.

You'll also get a weekly email summary from us: what happened, what we changed, and what we're testing next.


05

Optimize & Scale

After 60–90 days, we know what's working. We double down on the winners, cut what isn't performing, and bring you a recommendation for where to scale.

This is where the real momentum builds. Cost-per-lead comes down. Volume goes up. And you have the data to make confident decisions about increasing budget.

ONGOING RHYTHM
Weekly
Email update: performance, changes, tests running
Bi-weekly or Monthly
Strategy call: review results, discuss opportunities
Quarterly
Full account review and 90-day plan

Ready to Get Started?

Step one is a 20-minute call. No obligation, no pitch. Just a conversation about your business.

Call (801) 512-0097 Schedule a Call