Timeline
Agreement Executed
Onboarding Portal Link Sent To You
Schedule Your Activation Session
We Build Out Your CRM
Create the layout
Add all tags & stages
Customize and insert text + email scripts
We Test Your Calendly Event
We book a test event
Ensure event is set up correctly
Ensure workflows trigger correctly
Explore the Hot Lead Guide & Follow Up Boss CRM Guide
Activation Session Takes Place
Real Geeks Alerts You/Us That The Site is Ready
You Host the Site On Your Domain
Instructions HERE
We Immediately Start Building Your Google Ads Campaign
Ads Go Live 24 Hours Later
The goal is to be live within 7 days
It normally takes Real Geeks a little under a week to build your site
We want everything completed before the Real Geeks site is ready this way we can immediately build the campaign and go live ASAP
Our going live timeline depends on your ability to complete your tasks on time
We'll give you instructions telling you exactly when to complete each part
Recap of Your Tasks Before Going Live
Password: Start
Password: Resources1
Link HERE
Reporting & Communication
Onboarding Phase
Google Ads Launch
Week 1
Week 2
Week 3
Week 4
Month 2
Month 3
After Month 3
Daily instructions & progress updates via email
Activation Session Zoom meeting
Available via call/text/email whenever
Going live email sent to you when the ads are ready
Ads go live the second after you give the green light
Daily progress updates via email
Week 1 progress overview report via email
End of week 2 walk through zoom meeting
Week 2 progress overview report via email
Week 3 progress overview report via email
Month 1 strategy session zoom meeting
Month 1 in-depth progress report via email
Month 2 strategy session zoom meeting
Month 2 report via email
Month 3 strategy session zoom meeting
Month 3 report via email
First quarter summary & overview report via email
Monthly strategy session zoom meetings (if needed)
Quarterly meetup on zoom
Monthly reports via email
Quarterly summary & overview reports via email
Yearly deep-dive reports via email
Notes on Reports
Reports cover all Google Ads campaign metrics along with important lead engagement metrics
Reports will note strong points as well as current bottlenecks to help add some context to all the metrics
Weekly reports will be sent out via email for the first 4 weeks – after that we switch to monthly reports
Weekly or Bi-weekly reports can always be sent out upon request
Our monthly & quarterly reports provide a more comprehensive view of performance, reducing the noise & fluctuations that are present on a weekly timeframe
Notes on Communication
After having a few meetings the first month, we’ll move to a monthly meeting cadence
After month 3, we may find that a monthly meeting isn’t needed – in that case we’ll meet every other month or once a quarter
If a monthly meeting isn’t 100% necessary, it will be substituted with explanations, overviews & a screen recording analysis via email
We’ll be in regular contact week to week, or even daily via email/phone/text
A line of communication will always be open – you’ll be responded to within an hour, 7 days a week
(In most cases, you’ll be responded to in a few minutes)
Complete on a Computer
Not available on mobile/tablet
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