Estate Planning Engagement

Charles & Traci — Thank you for the productive discovery call on February 20th. To move forward with the funnel audit efficiently, we need your input on 6 items below. This should take about 5-8 minutes. Your answers will help us tailor the audit and scope the engagement accurately.

Access & Information

Platform Access & Tech Stack

We need to understand your current tools and get appropriate access to conduct the audit.

How would you prefer to provide platform access?

This determines how quickly we can begin the audit and how deeply we can analyze your funnels.

Limited admin invite to each platform Recommended

We get view/edit access without full admin privileges. Most secure option that still enables a thorough audit.

Share credentials directly

Fastest to set up. We can create our own team accounts and remove yours after.

Screen-share walkthrough first, then decide

We schedule a 30-min call where Traci walks us through each platform, then determine what access is needed.

What format works best for the tech stack outline?

Traci committed to sending an overview of current platforms and processes. This helps us know what to expect.

Written document (email or doc) Recommended

Comprehensive list of all platforms, processes, vendor relationships, and ad spend. We can reference it throughout the audit.

Quick bullet-point email

Just platform names, URLs, and login info. Faster to compile, but we may need follow-up questions.

Live walkthrough call

We schedule a 45-min call, Traci walks us through everything, and we document it in real time.

Strategy Decisions

Vendor & Market Strategy

These decisions shape how we approach the engagement and respect your existing relationships.

How should we coordinate with Rebecca (your current marketing vendor)?

Rebecca has managed your social media and ad deployment for ~10 years. We want to respect that relationship while adding value.

Coordinate with Rebecca Recommended

We work alongside her, share audit findings, and define clear lanes. Leverages her institutional knowledge of your firm.

Work independently

We focus only on the digital/webinar funnel. Rebecca continues her current scope unchanged. No direct coordination needed.

Open to evaluating during audit

Let the audit results inform whether consolidating to one vendor makes sense. No commitment either way now.

What's your preferred approach to statewide Georgia expansion?

This affects campaign targeting strategy, budget allocation, and how quickly we scale after the initial audit.

Phased metro-area rollout Recommended

Start with Atlanta metro, then expand to Macon, Augusta, Savannah. Data-driven — each phase proves ROI before scaling.

All Georgia counties at once

Maximum reach from day one. Higher upfront ad spend but faster market coverage.

Contiguous counties first

Expand outward from Coweta/Fayette/Henry to neighboring counties. Lowest risk, but slowest geographic growth.

Engagement Scope

Content & Budget

These help us scope the engagement accurately and set realistic expectations.

How do you feel about potentially reshooting webinar or module content?

Skip indicated a reshoot is likely unnecessary, but the audit may reveal opportunities to improve conversion with updated content.

Let the audit decide Recommended

If the audit shows the current video converts well, no changes. If it identifies specific improvements, we'll discuss.

Minor edits only

Open to updating intros, outros, calls-to-action, and titles. But the core 43-minute content stays as-is.

No changes to video content

Focus the engagement entirely on funnel optimization, ad targeting, and campaign deployment. Video stays untouched.

What budget range are you comfortable with for Phase 1 (audit + funnel optimization + campaign launch)?

The audit itself is at no cost. This helps us scope the post-audit work appropriately and propose realistic deliverables.

Under $5,000

Focused scope: funnel fixes + basic campaign setup for one geography.

$5,000 - $10,000

Full funnel optimization + multi-geography campaign launch with split testing.

$10,000 - $20,000

Comprehensive Phase 1: funnel rebuild + statewide campaign + content updates + ongoing management setup.

Discuss after audit results

No budget commitment now. Let the audit findings and roadmap inform the investment conversation.

Anything else we should know?

Goals for this year, concerns, timing constraints, or anything that didn't come up in the call.

Estate Planning Engagement — Client Input

Platform Access & Tech Stack

Vendor & Market Strategy

Content & Budget

Client Input Summary