House Call MD's Project progress
Last Update: 05/16/2022
This table will be updated every Friday at 6:00 PM
Client Provisions:
Kick-off meeting
100%
Channels credentials
100%
Contacts list
100%
High Resolution logo
100%
Digital assets folder
100%
New Video content
100%
New written content
100%
Professional images
Waiting for professional images
50%
i1- Research & Evaluation
Dream Customer
100%
Platforms Analytics & Pixels configuration
100%
Product or Service
100%
Client Goals
Update goals
75%
Competitors
100%
Branding
100%
Reputation
100%
Contacts list
100%
Keywords
100%
Useful assets
100%
i2- Strategy & Offer
Define the Goals, Content & Targeting
Define better goals and targeting
75%
Full strategy brainstorming
100%
Sales value ladder
100%
Irresistible offer
100%
Define plan with contacts
100%
i3- Messaging & Branding
Define the strategic Content
100%
Define the messaging strategy (Keywords, triggers, etc.)
100%
Magic words Cookbook
New option in progress
25%
Copy framework for content videos
100%
Script framework for Funnel videos (3)
100%
Copy framework for ads
100%
Copy framework for emails
Review emails copy
75%
Copy framework for SMS/texts or chatbots
Review SMS copy
75%
Script framework for voice drops (optional)
Review scripts
75%
New content (coaching)
100%
Guidance on videos to be created
100%
Branding suggestions
Define branding modifications (optional)
100%
Colors
100%
Graphic style
100%
Slogan
100%
i4- Sales Funnel & Follow-up
Sales Funnel Development:
Account set-up
100%
Define type of funnel
100%
Landing page
100%
Up sale page
100%
Confirmation page
100%
Designs
100%
PDF or downloads (optional)
100%
Integrations with different SM channels
Will integrate them once we have new content
75%
Calendar integration (optional)
100%
Additional widgets (optional)
100%
Follow-Up:
Email auto-responder set-up
100%
Email messages flow (7 messages)
100%
SMS/Text auto-responder set-up
100%
Phone number set-up
100%
SMS/Text flow (5 messages)
100%
Audience tagging & segmentation
Waiting for list building to be able to start tagging
75%
i5- Traffic
DIGITAL PLUMBING SETUP
Google AnalyticsKick-off meeting
100%
Facebook Pixels
100%
Remarketing audiences
75%
Remarketing tags
75%
Facebook Ads
Business account set-up & verifications
100%
Development of strategic ad campaigns, ad sets & ads for $1
50%
Set-up retargeting campaigns (after meeting the required conditions)
0%
External software integrations
100%
Tracking code installation on sites
100%
Budget Management
75%
Conversion Tracking
100%
Google Ads
Account set-up & configurations
100%
Development of strategic ad campaigns, ad groups & ads for $1 p/d
0%
Set-up retargeting campaigns (after meeting the required conditions)
0%
External software integrations
100%
Tracking code installation on sites
100%
Budget Management
0%
Conversion Tracking
0%
i6- Reputation
Landing page to collect reviews
100%
SMS campaign to collect reviews
100%
Email copy to request reviews
100%
Follow-up email to share reviews online
100%
Alert system to notify staff
100%
Template to respond reviews
100%
Template to ask for video testimonials
100%
Train staff on the importance of reputatio
100%
HIPAA agreements
100%
Branding & optimization
100%
3 Directories verification, Branding & optimization
100%
25 pictures editing & branding
Waiting for professional images.
50%
1 Medical directory verification, Branding & optimization
100%
Add 5 questions and answer all 5 questions.
0%
i7- Metrics
Weekly reading
0%
Weekly analysis
0%
Weekly action plan
0%
Monthly tasks
Videos editing (9 per month)
25%
Videos design
25%
Videos transcription
25%
Videos repurposing
0%
Strategic description for each video
0%
Weekly posting on Facebook
0%
Cross posting to Instagram
0%
Cross posting to YouTube
0%
Cross posting to website blog
Post each video for $1 per day per channel
0%
Monitoring of ads
0%
Monitoring and alert of leads
0%
Conversion Analysis
0%
Monitoring of automated follow -up
0%
Monitoring and alert of reviews
25%
Monitoring & update Analytics and pixels
0%
3x3 Monthly Video Grid
0%
Identify and Add “Greatest Hits” To Content Library
0%
Promote Positive video testimonials (PREMIUM)
0%
Real time reporting Dashboard
100%
Monthly Strategy Call.
50%
Monthly tasks for ads
Campaign audit
63%
Enhance strategy
63%
Eliminate poor performing ads
63%
Demographics expansion & cleanup
63%
Ad frequency management
63%
Monitoring bid pacing (amount spent per ad)
63%
Monitoring budget pacing (staying within budget)
63%
Performance-based ad distribution
63%
Ad copy split testing
63%
Demographics split testing
63%
Mobile strategy management
63%
Increasing click-through rate
63%
Monthly Facebook ad reports
63%
