Soon after teaming up with Scaling Lean, we did a full evaluation of Jessie's business. 

With this evaluation, we found gaps in the CRM, funnel performance, lead management, and sales processes.

Misfiring forms, broken links, lack of followup.

After the audit, we laid out and deployed the following steps.

Step #1. Setting Goals & Expectations.

We defined revenue targets, lead acquisition goals, and conversion rate expectations.

Step #2. We mapped out the CRM system and started the Rebuild & Optimization process.

We categorized leads into different stages (new leads, warm leads, booked calls, clients, follow-ups).

We set up SMS & email workflows to keep leads engaged.

We set up tracking to track prospects through different sales stages with real-time reporting.

Step #3. Redesign Application & Booking Funnel

We streamlined the process for potential clients to book a call and tweaked messaging, testimonials, and social proof through the process.

Step 4: Optimized the Marketing Process

We created compliant Facebook & Instagram ad campaigns to generate quality leads.

We segmented and personalize nurture sequences.

We implemented retargeting to recapture leads that didn’t convert.

Step 5: Sales Process Optimization

We monitored and refined sales scripts & objection handling.

We set up automatic SMS & email sequences for missed calls and non-closed leads.

We set up KPI tracking monitoring call booking rates, close rates, and funnel performance.

Step 7: Analytics & Continuous Improvement

We monitored CRM & Funnel Performance optimizing based on data-driven insights; this helped us refine messaging & offers tweaking it based on market feedback.