If these questions haunt you, it's time for a check-up.
I'm not sure if my WordPress is optimized. I can't easily get in touch with our developer.
We upgraded to (the latest and greatest) but my team hates it!
I'm not sure if our emails are even delivering right.
We need a better way to give our clients access to their member content.
I never want to worry about tech or even login - I just want my team to make it happen.
Even with all the best intention, it's easy for your system to become cluttered and not optimized - or worse, on the brink of a breakdown on the side of the information superhighway.
It starts with taking a look under the hood - not just to 'assess damages' but to find opportunity.
WordPress
Go High Level
Ontraport
Kajabi
Convert Kit
Active Campaign
ClickFunnels
Zapier
Google Analytics
Acuity / Calendly / etc
Any email or course system not mentioned - tech is tech is tech in some ways. We speak it.
Your business grew so well by your natural strengths and attraction in the market. Now with this increased volume (of prospects, emails, programs, members) your business needs some more structure to expand capacity.
And you've likely never hired a full "MarTech" strategist before - or thought you needed to.
(You may even think you just need a better VA to handle all this. Please...don't frustrate another hard working VA until you have this Roadmap!)
Where should my membership or course be anyhow?
Were you ghosted by your tech contractor?
Let's review against our WordPress Best Practices list
Are you segmenting and finding the hottest contacts?
Are you measuring clearly?
Are your emails going to the inbox or spam?
Are you double paying for services you don't need?
Or you've just outgrown your systems!
Main Website on WordPress? Other? Tune it up or toss it out and start fresh?
Lead Gen Funnels - Pages + Automations should live where?
Overall CRM - master contact list
Sales pages
Course / Membership system
How does it all integrate
Where does everything flow to / from to stay in sync for a seamless user and team experience
ROADMAP FOR SHORT, MID AND LONG TERM RECOMMENDATIONS THAT ALIGN WITH YOUR BUSINESS GOALS
📊What should you do for growth in the next 90 days
💪What should you do for cost savings and team efficiency
💻Should you do a tech upgrade and when is the right time
🌠How can I be sure my tech systems will grow with me as my business grows?
$2,500
A deep dive into ALL your tech systems - we look under the hood and in your messiest closets without judgment.
Slack access to "ask us anything" for these 10-14 days of examination and exploration
Doing the work! Up to 5 hours of "quick tech clean up" from the Feel Good Work Team - because some things are just easy to fix "right now".
Your Roadmap + Review Session - at least 90 minutes for understanding, review and refinement.
Day 1 Assessment and Access: We’ll start with a comprehensive survey to share your business’s goals, background links to key pages and assets. Completed online or if needed, collected via 1 hour zoom session (HINT: most of this can be delegated to a VA!)
Day 2-7 We Dig In: You'll hear from us asking for clarification as we look around.
Day 8 Initial Review You see a list of things we can "fix right now" and a preview of the game plan.
Days 10 The Roadmap Reveal: We walk you thru the roadmap so you have a complete understanding of what we recommend.
Going forward implementation: If you like it and want to begin work immediately, we credit your fee towards your first months retainer.
I use to do it all with the support of ballet companies that had the infrastructure there, but as an entrepreneur, oh my goodness – there was so much in that picture that was missing! And so working with Lori and her team has really provided the architecture for the long arc of my dream. That’s just priceless.
Tiekka Tellier, Everyday Ballet
Ontraport Certified Partners
and GoHighLevel Experts
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