Getting found
How the website, search presence, campaigns, or referral links lead people to a useful next step.
01 / Understand the system
Find the gaps. Know what to fix first.
A focused review of how people find your business, make contact, and move through follow-up. You get a clear picture of the friction and a practical order for addressing it.
The initial conversation helps us agree on fit, scope, timing, and investment before the paid Review begins.
The focus
Follow the path your customers take.
The scope is agreed around your business. These are the connections we can examine together.
Earning trust
Whether visitors can understand the offer, find the information they need, and see a reason to contact you.
Making contact
The forms, phone paths, or booking steps a prospective customer uses and the friction along the way.
Responding and following up
Where an inquiry goes, who owns the response, and how the next action is recorded.
Knowing what happened
Which source details and customer stages are recorded, and where measurement is incomplete.
Ownership and access
Who controls the accounts, which vendors own each step, and where documentation is missing.
What you receive
Useful findings. Clear next steps.
The written scope makes the deliverables and responsibilities clear before work begins.
A current-state map
A plain-language view of the agreed path from discovery to inquiry and response, including the tools and people involved.
An evidence-based findings list
Observed issues, the checks behind them, and any questions we could not resolve with the available access or information.
A prioritized action plan
Recommended fixes ordered by business importance and practical effort, with suggested owners and dependencies.
A findings walkthrough
Time with Joe to work through the recommendations and decide what to handle internally, with existing vendors, or through further support.
Working together
A clear path from context to next steps.
You work directly with Joe, with the key decisions and responsibilities agreed together.
Agree on the question
Share the business context and current setup. We define the journey, systems, access, deliverables, timing, and fee.
Review the connections
Joe walks the agreed path, inspects the available tools, and documents where the information or responsibility breaks down.
Choose the next actions
Review the findings together and leave with a practical sequence of improvements and the responsibilities needed to carry them out.
A useful starting point when
- You have an established offer and existing website or marketing activity.
- Something feels disconnected, but the cause is difficult to pinpoint.
- You want a clear basis for deciding what to fix or invest in next.
We agree on the boundaries
- Which journeys, websites, tools, and channels are included.
- What access and input you or your vendors provide.
- Which checks need permission, including any test inquiries.
- The deliverables, fee, timing, and findings walkthrough.
A few practical questions
Before we get started.
Is this the same as the first conversation?
The first conversation establishes fit and scope. The Review is a separate, paid engagement with agreed checks and deliverables.
Do I have to hire you for implementation?
You can use the findings yourself or with existing vendors. If you want help carrying out the plan, we can scope a Build & Fix Sprint or ongoing support.
Can we start with one problem?
Yes. We can scope the Review around a specific journey or concern, such as website inquiries reaching the right person with the information they need.
Your next step
Start with the part that feels disconnected.
Tell me how the business works today and what you want to improve. We will use that context to decide whether a Review is a useful next step.