DockBlocks - Tuesday, August 4

Hey Matt, thanks for the call, good to get all those pieces moving. Thought you could use a quick recap so nothing slips through the cracks.

What we covered

We covered the daily rep summary format, Zoho email integration, lead capture form updates, phone system setup, PPC spend review, and some new content automation ideas.

The plan

→ Roll out the daily rep summary (option B) starting this week, with separate voicemail summaries for unassigned leads.

→ Add a product interest question to the special savings form and map the fields for better lead qualification and nurturing.

→ Begin building the weekly sales scorecard (team + individual) to go out Mondays.

→ Explore automated post-purchase content generation for website and social to improve SEO and credibility.

→ Continue reducing PPC spend based on Russ's analysis while we get the lead nurturing dialed in.

What I moved forward

→ Sent Mike the ranked call list of 189 marinas.

→ Connected your Zoho email so we can see all inbound/outbound communications in context.

→ Completed the phone system setup with new greetings and daily voicemail summaries, coordinating with Julie to consolidate the emails.

→ Audited social media pages and will send you the recommendations shortly.

→ Set the Affirm minimum to $2500 and will add the messaging to dock kit pages this week.

Action items

When you have a minute, could you send over the sales goals and the product categories/options for the form? Also, follow up with Dee on the SEO work if you haven't heard back.

No rush on any of it, just whenever it lands on your list.

Everything else is on the board and moving; no need to hold any of it. See you next week.