Keep useful work when changing suppliers
Existing pages, campaigns, and customer records may contain valuable lessons. We review them before replacing anything, check who owns the accounts, and document the parts worth keeping. A new plan should not discard working customer paths without a reason. Agree whether the evidence supports keeping, changing, or stopping the approach.
Trace how someone first hears about the business, compares the offer, makes contact, and becomes a customer. Find the stage that loses suitable prospects before choosing more channels. End each review with a named next step.
A usable starting point
Record current lead sources and how many inquiries become customers. Missing source data is a reason to improve measurement before expanding the budget. Agree whether the evidence supports keeping, changing, or stopping the approach.
State who the offer is for, what is included, and what happens after someone contacts you. A lower price cannot fix an unclear service or a slow response. Include sales follow-up when reviewing the quality of inquiries.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities