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  • Becky DeGrossa 10:13 pm on March 24, 2014 Permalink |
    Tags: CSM, MA, sales, , webinars   
    Categories: All ( 65 )

    Update on Webinar Success for this Month 

    Hi all,

    In an effort to keep you up to date on what is happening on the marketing/sales end of things, I wanted to post this update.

    On Wed, 3/12, I held a webinar called: Not Getting Results in Marketing Your Private
    Practice? Part 1: Check Your Niche

    This was one where I walked through common problems with niche confusion and definition, gave some pointers on how to solve it themselves, and offered our CSM service as help if they needed it.

    We had 172 folks opted in, and 38 were from our LinkedIn efforts — reaching out to grow our list.

    We officially had no standalone CSM sales (expected this would be difficult since it’s amorphous) but got a lot of interest, several consulting calls set up, and lots of thanks/kudos for he webinar. Also, in the STWP sales (see below), more folks than usual requested CSMs.

    It also got some folks on the fence to more seriously consider STWP.

    Next, on Wed, 3/19,I held a webinar called: Not Getting Results in Marketing Your Private
    Practice? Part 1: Analyze Your Marketing

    I walked them through common problem with marketing and how to tell if they had these issues. I told them what we do in our full Marketing Analysis offering and how STWP solves many of these problems. We hoped to sell some MAs…

    We had 200 folks register, and 57 were from our LinkedIn out reach work (it’s working!).

    Turns out, we (thus far) have sold:

    • 8 MAs (marketing analysis engagements)
    • 8 STWPs (Smart Therapy Websites)

    We still have a week before the month is up, so hope to sell a few more STWPs and perhaps some MAs or Adwords deals or maybe just some SEO work.

    Will let you know!

    Let me know if any questions 🙂

     

    • Jane Klein 12:22 am on March 25, 2014 Permalink | Log in to Reply

      Nice job Becky, you crushed those webinars! Jane

    • Laura Wade 12:32 am on March 26, 2014 Permalink | Log in to Reply

      Congrats! Growing numbers each week, people must appreciate your information.

  • Jane Klein 10:53 pm on March 20, 2014 Permalink |
    Tags: , CSM, file storage, magical overview, Marketing Analysis, master keyword document, mindmap, , ,   
    Categories: MM and Report Writers | Project Coordinators ( 19 )

    New Protocols and Responsibilities for PCs, Writers, etc. 

    PCs and Writers, here is the protocol for how knowledge is transferred and who is responsible for what aspects of a project. Please review this carefully!

    1. STWP Purchase
    2. Meagan creates new project in LGED (or check to see if one already exists & rename it)
    3. Magical Overview Form – Becky fills out
    4. Becky uploads Magical Form to Files folder in LGED (and notifies PC via LGED)
    5. When Pre Kickoff form is submitted, Meagan will add to LGED & notify the PC via LGED
    6. If Mktg Analysis, Meagan emails Jane MA form.
    7. If Mktg Analysis, Jane uploads Word doc + video link, subsequent versions to LGED / Files
    8. If CSM, PC will confirm availability then invite Jane and client via Google Calendar.
    9. If CSM, Jane uploads mindmap + subsequent versions to LGED / Files
    10. If CSM, PC uploads meeting notes to LGED / Files
    11. Before Kickoff or CSM, PC skims Mktg Analysis if there was one.
    12. Before Kickoff PC consults Master Keyword document.
    13. After kickoff meeting, the PC knows the page names.
    14. Established STWP procedures kick in here, whether writer needed or not.
    15. If MM will be written, PC emails Jessie, using following convention in email title: ASSIGN WRITER: Client Name
    16. Jessie assigns writer and emails writer and PC to inform that they are working together.
    17. Jessie inputs info into the Writer Status Google Doc
    18. PC creates Task for writer in LGED for each individual MM. In the Task, PC provides Page Names, and focus keyword for each page.
    19. Writer spends 10-15 minutes skimming Mktg Analysis and/or Mindmap if they exists. If not please review client’s current/old website for 10 minutes. Writers skims Magical Overview Form.
    20. Writer is directly in touch with client.
    21. Writer sends MM to Jessie for edits, utilizing this convention EDIT: Client Name, Page Name.
    22. Writer gets final version from client sign off.
    23. Writer goes to Site Access doc, finds page in cwdevel site or practicebook, pastes in text, does SEO
    24. Writer completes Task in LGED, PC is informed
    25. PC formats web page to match + adds links

     

     

    • Becky DeGrossa 11:06 pm on March 20, 2014 Permalink | Log in to Reply

      Jane – can you edit item #4, to add UNLESS PROJECT ALREADY EXISTS?

      We have a problem now where we have double projects created in LGED for same client, and I want to prevent that.

      Move #8 up after modified #4 to say, If project already exists in LGED, Meagan will….

      Thanks.

    • Becky DeGrossa 11:10 pm on March 20, 2014 Permalink | Log in to Reply

      Also, Jane, there are no tags in this.

      Please include several:

      Magical overview form, assigning writers, file storage, master keyword document, MA, CSM, mindmap, MM

      We need these posts to be findable or they won’t be usable when needed! Tag, tag, tag…

      Thanks.

    • Juliette Cook 3:41 am on March 25, 2014 Permalink | Log in to Reply

      thanks for doing this Jane. for #23, formatting text, we will need to have a workshop on the formatting standards and show everyone how to add links to text and how to format text on the dashboard.

    • Deborah Kelly 3:28 am on March 26, 2014 Permalink | Log in to Reply

      I got this by email, but this seems like it’s been updated a bit. Thank you for clarifying processes. I’m looking forward to getting even more clarity in the meeting next week.

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