<aside> 👉🏽 Welcome {Client company name here} to your private portal where we keep you up-to-date on your current digital growth plan. If you need to discuss the project at any time, please contact our team.

Quick View

Live Marketing Reports

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Your Account Manager Details

Name: {Replace with team contact details}

Email: {Replace with support or contact email}

Support Phone No: {Replace contact number}

DDI: {If direct number add here} Book a meeting: {booking link here}


Your Current Growth Plan

{Name of Service or Growth Plan}

✅ Hosting & WebCare

✅ SEO

✅ Google ads Management

✅ Email Marketing

✅ Content Marketing

✅ Strategic Support

✅ Reporting and Communication

✅ Dedicated Account Manager

✅  Website Updates: 7 hours of monthly tweaks or changes.

Total: $2,500 per month

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1. Discovery & Goals

Business Goals

List the business goals that were developed during the workshop.

  1. Increase in qualified leads: from X/month to Y/month in 6 months
  2. Increase in sales: from X/month to Y/month in 6 months
  3. Increase [core product/service name] sales by 150% in 6 months
  4. On the first page of Google for 3-5 relevant keywords in 3 months

Business Overview

{Add a screenshot or details from the Digital Roadmap Workbook - template here > }

Screenshot 2024-01-17 at 18.19.56.png

KPIs

List 3-5 measures of success that are important to the client and will demonstrate the success of this project.

  1. Increase new customers per month from X to Y
  2. Increase website traffic by 30% in 6 months
  3. Increase conversion rate by 1% in 3 months

2. Deliverables

Digital Strategy Roadmap

Details of our roadmap & scope of work