by Sara Nay | Aug 26, 2019 | Templates
2.0 Serve Your Clients 2.01 Advertising All PPC UTM Code URL Builder Template – Use this spreadsheet to establish and create your UTM codes for an ad campaign. Advertising Worksheets Advertising Audit Worksheet – Use this spreadsheet as a guide to collect...
by Sara Nay | Aug 27, 2019 | Marketing Packages
Time to celebrate – you are ready to onboard a Strategy First Client! Here are the steps we recommend taking as part of the onboarding process. Feel free to take these and make them your own as part of your onboarding a new client process: Onboarding Steps...
by Sara Nay | Sep 30, 2019 | New Consultant, Practice Building
Onboarding New client process Getting integrated Can you document your processes with your first...
