1. Prospecting
The goal is to identify businesses that would be a good fit for Bold Works.
Activities:
- Find qualified local businesses.
- Research their website and online presence.
- Perform a quick SEO and marketing audit (if needed).
- Use UberSuggest Site Audit Tool and transfer relevant stats onto a Bold Works Template.
- Begin outreach (email, phone, networking, referrals, etc.).
Deliverables:
- Initial audit completed.
- First contact made.
2. Discovery Call
The goal is to understand the client’s business and determine whether Bold Works is a good fit.
Discussion Topics:
- Business goals
- Current marketing efforts
- Website
- SEO
- Advertising
- Lead generation
- Budget
- Timeline
- Biggest pain points
After the call:
- Determine recommended services.
- Schedule follow-up if needed.
- Note all information in ClickUp and begin a client profile.
3. Proposal
Create a custom proposal based on the client’s needs using the Bold Works Template. Once the proposal is completed, send it using GoHighLevel. You can send the proposal itself, or if the client is likely to sign attach the Client & Designer Agreement and Bank Authorization Form. If not, those can be send later when the client agrees to sign.
Proposal may include:
- Website Development
- Website Hosting
- SEO
- Google Business Profile Management
- Google Ads
- Social Ads
- Reputation Management
- Email Marketing
- Media Production
Discuss:
- Timeline
- Pricing
- Deliverables
- Expectations
4. Close the Sale
Client:
- Signs agreement
- Pays first invoice
Internal:
- Create project
- Send onboarding form
- Trigger onboarding workflow & inform team to being onboarding process