The same disciplined path runs every engagement, from the first audit to training your staff. Below is exactly what happens in each stage, what you'll have at the end of it, and what we need from you to keep it moving.
Start with step oneAt a glance
Scope changes the length, not the order. A tracking rebuild can finish in three weeks; a full site plus CRM runs closer to ten.
Before anyone proposes anything, we find out how your business actually performs today.
We crawl the site for structural and speed issues, read your analytics for what's really being measured, follow a test lead through your CRM to see where it stalls, and sit down with whoever handles marketing today. Most engagements find two or three broken things nobody knew about in the first week.
Then we look at what you're already doing and decide what deserves more, less, or none of your budget.
Channel by channel: what it costs to produce a real lead, how that compares to your close rate, and what your competitors are visibly doing that you aren't. This is also where we tell you if something you're paying for should simply stop.
A custom strategy with real dates attached — so you know what happens in week two and what happens in month three.
We sequence the work so the fastest money comes first, put a name and a date on every stage, and agree what "done" means for each one before anyone starts building. You approve the scope once, in writing, and we hold ourselves to it.
The hands-on work: SEO, campaign setup, CRM builds, integrations — done by the same team that planned it.
We build in stages rather than disappearing for six weeks. You see work in progress on a staging link, get a written note every week, and can raise a change early instead of at handover. Nothing is subcontracted out — the person who audited your funnel is the person building the fix.
Every platform and channel gets tested before launch — the forms fire, the data lands, nothing quietly breaks.
We submit real test leads through every form and ad path, confirm they arrive in the CRM with the right source attached, check the automations fire in order, verify conversions land in the ad platforms, and run the whole thing on phones, tablets, and desktop. Redirects are mapped before any domain change so you don't lose rankings on launch day.
Ongoing guidance so your team masters the tools. You should be able to run this without us — that's the point.
We train the people who use the system daily, leave documentation they can search, and stay on for the monthly review and continuous improvement. Every account and login is already in your name, so choosing to run it yourself is a decision you get to make — not a negotiation.
How we communicate
The most common complaint about agencies isn't the work — it's the silence. So the cadence is fixed and it doesn't depend on you chasing us.
What moved, what's next, and anything blocked waiting on you.
Thirty minutes on the build, decisions needed, and priorities.
The numbers, what they mean, and what we're changing because of them.
A named contact who answers inside one business day — not a ticket queue.
We'll audit your funnel, tell you what we'd fix first, and you decide whether the rest of the process is worth starting.
Book the audit