Your Roadmap to Success!
Each monthly call focuses on key areas designed to guide you and your practice toward continued growth and achievement:
- Support & Guidance: Unlimited assistance via email, help desk, phone calls, an on-demand knowledge base, and personalized strategy sessions with your dedicated success coach!
- Strategy & Planning: Discover new strategies and seasonal ideas for marketing, including holiday content, newsletters, creative staff activities and more!
- Client Agenda Items: Address open support issues and answer your specific questions.
- Action Items: Outline tailored solutions and suggestions to support growth and set actionable goals for the next meeting.
Below we outline what each monthly call will look like so you are getting the most value out of our product. We bring education, current trends, data, and encouragement together to help you be your best and grow your business:
Announcements & Updates
Stay in the loop with the latest announcements, platform updates, and new features! Never miss out on exciting new developments and opportunities for your business! (These will also come in the form of newsletters down the road.)
Reviewing Google Analytics
Your Success Coach will guide you through reviewing your Google Analytics dashboard, focusing on key metrics like total visits, organic traffic, top referrers, and top cities. Together, we’ll assess whether your trends are stable and positive, identifying any significant changes that reflect your progress in our program. If shifts in traffic patterns emerge, we’ll explore how they align with your strategy and adjust as needed to keep you on the path to success. Learn More
Website Review & Content Creation
You and your Success Coach will review your website to to ensure that it is up-to-date and performing at its best. We’ll assess whether you’re consistently creating and refreshing content—like blogs, videos, and marketing content to keep your audience engaged. If you haven’t submitted videos for transcription, we’ll remind you of its importance and work with you to overcome any barriers, helping you maximize your content’s reach and effectiveness. Learn More
Blog Review
Our coaches take a deep dive into your current blog system, assessing whether it's being fully utilized and identifying gaps in your strategy. Beyond analysis, they’ll propose fresh, tailored topic ideas to inspire your next post. Whether you’re a seasoned writer or just starting, our approach combines a review of existing content with creative brainstorming to uncover new opportunities that resonate with your audience and elevate your blogging game.
Strategizing Promotions for Success
We will review your current and upcoming promotional offers to ensure you're set up for success. We’ll discuss any questions you have and explore ways we can support your efforts, from strategy to execution. Whether you need guidance on messaging, timing, or audience engagement, we’re here to help maximize your promotional impact.
Call Tracking
Your Success Coach will guide you through reviewing your Call Tracking analytics to assess trends and ensure they are stable and improving. We’ll evaluate whether you're fully utilizing all features in your dashboard and identify opportunities to enhance your tracking strategy. If there are gaps, we’ll work with you to overcome any challenges and make the most of your call data to drive better results. Learn More
Review Management
Your Success Coach will help you make the most of your Review Management dashboard, ensuring you are utilizing all available features to strengthen your online reputation. We’ll check your total reviews, response rate, and address any concerning feedback while encouraging you to engage with every review - positive or negative. Need help responding to a negative review? We’ve got your back with expert coaching to turn it into a positive experience.
To enhance your strategy, we’ll also explore ways to increase client reviews using proven tools, streamline review monitoring in one centralized dashboard, and showcase top reviews automatically to build trust. Plus, with our Google-friendly review integration, your best ratings can appear as 5-star rich snippets, boosting clicks and engagement for your practice.
Analyze Social Trends
Our coaches will help you dive into your social media trends to assess whether they’re stable and moving in the right direction. We’ll identify opportunities to enhance your strategy, increase engagement, and grow your following. Plus, we’ll review your social dashboard usage to ensure you are leveraging all available features. If not, we will provide the guidance and support needed to maximize your social media impact. To push for success we will work with you to build out your social post calendar and create unique content specific to your practice to drive engagement with your following.
Client Agenda Items
Lastly, your Success Coach will go over any questions, concerns, or agenda items you’d like to discuss. Whether you need additional support, strategic guidance, or clarification on any aspect of your program, we’re here to help. This is your time to ensure all your needs are met and you’re set up for continued success!