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Before your kickoff call: what to prepare
Bring your numbers and your history. Your margins, what a customer is worth, a target cost per lead or sale, your main competitors and what you've tried before. These decide the budget, the bidding and what we measure, so the call turns into a plan instead of a list of questions.
Your checklist
Tick each step when it's done. Your ticks stay in this browser.
What to prepare
- Your offer. What you sell, your best sellers or most profitable services, and what makes you the better choice.
- Your numbers. Average order value or deal size, gross margin, and how many leads turn into customers.
- A target. The most you’d pay for a lead or a sale and still make money. A rough number is fine.
- Your customers. Who buys, where they are, and the questions they ask before buying.
- Your competitors. The three or four names you lose deals to.
- Your history. What ran before, what it cost and what you think went wrong. Old reports help.
- Your systems. Your CRM, booking or checkout tool, and who on your side handles the website.
Our notes
- Don’t wait for perfect numbers. We’ll work out the target with you on the call.
- Start the access steps early. Use the checklists above, so we can look at your accounts before the call.
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