AGENCY CLIENT ROADMAP
You'll be completing our comprehensive intake process including but not limited to:
Financial Strength Finder Assessment™
kolbe A Index
Official on-boarding begins with our strategic planning session to map out the the 90 Day MAP (Marketing Action Plan)
90-Day Marketing Action plan development
key profit driving deliverables outlined
WEEKS 2 — 5
Meeting weekly, communicating consistently, gaining access to systems, assets and other critical materials to expedite the turnaround time on deliverables growing forward.
strategic asset review
critical access established
WEEK 6: Mid Point Review
project management recap
kPI's, goals, metrics and milestone discussion
action plan and project goals reestablished
WEEKS 7 — 12
Meeting bi-weekly and communicating regularly via email and our supported channels.
SOP framework creation
workflow action mapping
THE EVERYTHING AGENCY
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