CSL Reporting Call Touch Points

Fundamentals of Reporting & Conversion

1. Guided Temperature Check
   • “Based on this initial report I know we are heading in the right direction, but how are things going on your end after your first month?”
   • Gage where we are with action items
2. Reporting Dashboard
   • How to read & What’s important to them
3. SEO & Conversion
   • This was our first look from Google
   • Update the widget
4. Consumer POV
   • If you were a consumer for this product/service, what would you need on there to book with them before talking with them.
     

Optimizing Lead Management Tools

1. Guided Temperature Check
   • “We’re picking up some speed and that’s exciting for me to see, can I ask what you are least confident in right now: SEO, using the app, communication with my team, etc.”
   • Gage where we are with action items
2. Reporting Dashboard
   • How have we grown & What’s important to them
3. SEO & Conversion
   • Add content & expand if possible
   • Lead Magnets, Marketing Blasts & deeper conversion
4. Consumer POV
   • If you were a consumer for this product/service, what would you need on there to book with them before talking with them.