For My Local Ads Growth & Performance Plans
Yellow Markings Only Apply To Performance Plan
Important Links (Please Bookmark If Needed):
- My Local Ads Website: https://mylocalads.co
- My Local Ads CRM Login: https://app.mylocalads.co
- My Local Ads Support Portal: https://mylocalads.freshdesk.com/support/home
- My Local Ads Kick-Off Call Booking: https://app.mylocalads-link.co/widget/bookings/my-local-ads-kick-off/kick-off-60-min
- Download Our iOS Mobile App ('LeadConnector'): https://apps.apple.com/us/app/lead-connector/id1564302502
- Download Our Android Mobile App ('LeadConnector'): https://play.google.com/store/apps/details?id=com.LeadConnector&hl=en_US&gl=US
Chapter 1. Getting Started With My Local Ads CRM
Timeline
As soon as you sign up for the My Local Ads CRM https://mylocalads.co/pricing.
Requirements
My Local Ads working Login (check your email junk/spam for your login credentials after signing up)
My Local Ads default CRM setup completed (by My Local Ads)
My Local Ads Onboarding Form completed
Support Portal access (make sure to bookmark the support portal in your browser)
Activities
Complete your CRM ‘LaunchPad’ setup
Review and learn about My Local Ads
Review and learn the CRM basics
‘Contacts‘ CRM tab overview
‘Conversations’ CRM tab overview
‘Reporting’ CRM tab overview
‘Phone Call Tracking’ setup overview
‘Import Contacts Into CRM’ guide
Chapter 2. ‘The Kick-Off Call’
Timeline
Schedule ‘Kick-Off Call’ during My Local Ads checkout process (or as soon as possible after initial sign-up) to complete your My Local Ads Onboarding with your Account Manager.
Requirements
Attend a scheduled 30-60 min ‘Kick-Off Call’
Google Meet Meeting Or Phone Call
One (1) person in front of the computer during the kick-off call
My Local Ads Default CRM setup completed
My Local Ads Onboarding Form completed
Google Local Service Ads account setup completed (if applicable)
Meeting Agenda
Confirm My Local Ads CRM all parties and stakeholders have access
Confirm GLSA access / confirm newly created Google Local Service ads account
Confirm GLSA billing information
Confirm GMB access (share with eric@mylocalads.co and marcellus@mylocalads.co)
Confirm GAds access (share with eric@mylocalads.co and marcellus@mylocalads.co)
Confirm GAds billing information
Confirm My Local Ads ‘Support Portal’ access for self-help
Confirm (& explain if needed) Playbook Chapters
Set My Local Ads’ customer KPIs (i.e. CPA target)
Wrap up with Q&A
Activities
Make sure to book your Kick-Off Call, please use this link: https://app.mylocalads-link.co/widget/bookings/my-local-ads-kick-off/kick-off-60-min
Chapter 3. How To Manage Opportunities (Leads) & Understanding “Campaign Attribution” To Measure ROI
Timeline:
After becoming familiar with the My Local Ads CRM, and after attending the ‘Kick-Off Call’, the CRM-user needs to learn how to ‘manage opportunities (leads)’ as well as the importance of ‘Marketing & Sales Attribution’ and how it relates to properly managing the CRM. Chapter 3 becomes important when leads start to fill into the CRM because it is absolutely mission-critical that leads get properly updated inside the CRM.
PRO TIP ?
99% of Home Service Contractors get this wrong - please don’t be that guy/gal!
"To run profitable Advertising Campaigns (e.g. Google Local Service Ads or Google Search Ads), YOU & YOUR ADVERTISING PARTNER MUST BE able to measure precisely how much each $1 invested into your Ad Campaign generates in terms of revenues and profits (ROI)."
TL;DR: Let's Break This Down...
‘Attributing your Campaign(s)’ means understanding how much return your campaigns generated and which factors caused your campaigns to work (or not).
To give an example, when we attribute your Google Search Ad campaigns, we figure out that $1 spent on your Ads directly generates $3 worth of sales revenue, which provides you with a measure of ROI (return on investment) once you factor in cost of goods/services sold in addition to the cost to run your campaign. The 'Direct return on your Advertising investment' in this example (which is called ROAS = Return on Advertising Spend), would be 3 ($3/$1= 3).
While revenues and returns are critical to understand, it is also crucial to figure out what exactly caused the campaign to yield $3 return in revenue for every $1 spent on the campaign. Which keyword(s) performed best & converted sales? Which Ad creative hooks the lead best and performs best?
You see, there is a multitude of factors that impact your campaign and we need to know what those are in order to replicate the success of your campaign while taking a data-driven approach.
Therefore, it's clear! Our ability to run a profitable Advertising campaign for your business relies on your ability to keep your Leads and Opportunities in the CRM updated at all times, at best daily.
Why? Because we don't see your revenue figures and we don't have visibility into your sales conversions. Ask yourself, how would we know if a lead is a good or a bad lead, if you don't tell us / update your CRM?
Think of it this way: If we were to just focus on optimizing your campaign with the numbers that we have access to and see in your Google Advertising account, we'd focus on the cheapest leads possible, right? But why is that not a good idea? Because numbers sometimes give the wrong impression. How? Imagine we'd pride ourselves providing you with $5-50 leads. Next thing we know, you have trouble converting leads, the majority are tire-kickers, and it consumes a lot of labor and energy to keep up with those leads. What's the benefit in that? We need to recognize that cheap is often not better than quality. Especially, when it comes to leads!
So - that's why we ask you to keep your My Local Ads CRM Opportunities/Leads updated whenever possible.
⚠️ To attribute your sales, please use the My Local Ads CRM ‘Opportunities’, and keep your ‘Opportunities’ up-to-date by placing the ‘Opportunity/Lead’ in the right stage of your sales pipeline, and by adding any generated sales revenue in the ‘Lead Value’ field of the ‘Opportunity/Lead’. Please add any other relevant information to each Opportunity that helps you and your team to manage the Opportunity better to close into a sale.
Requirements:
Chapter 1 completed
Activities:
Review and learn:
‘Opportunities’ CRM tab overview & how to measure Sales ROI
Chapter 4. How To Schedule Your Inspections & Jobs
Timeline:
After learning how to manage your leads and why marketing & sales attribution is critical when generating leads for your business, the CRM-user needs to learn how to ‘schedule leads into jobs’. Chapter 4 becomes critical when leads start to fill into the CRM.
Requirements:
Chapter 1 completed
Activities:
Review and learn:
‘How does the Scheduling work’ overview
‘Calendar’ CRM tab overview
‘Reschedule Bookings’ guide
Chapter 5. Sending Invoices & Getting Paid For Jobs
Timeline:
After scheduling leads for inspections and providing leads with estimates, you’re likely to close your
first new deal(s). The CRM-user needs to learn how to send ‘job invoices’. Chapter 5 becomes essential to collect your hard-earned money for confirmed/completed jobs.
Requirements:
Chapter 1 completed
Activities:
Review and learn:
Chapter 6. Start Requesting Reviews To Rank Higher On Google
Timeline:
Request a Google Review from customers at best within the same day of completing the job. To do so, the CRM-user needs to learn how to send ‘individual and bulk Google review requests’ to customers. Chapter 6 is a critical step to generate more Google Reviews for your business.
PRO TIP ?
Generating new Google Reviews for your business is one of the best things you can do to help your business generate more leads.
TL;DR Here’s Why: By generating new Google Reviews for your business, your active Google Local Service Ads rank better, and your active Google Ads (via the Map Pack) will experience stronger social proof (i.e. more reviews show the person that sees the Ad ‘this is a good idea’, therefore they’re more likely to buy), which as a result, helps generate more ‘paid’ leads. This is also true for your Google My Business Profile, which helps generate ‘organic’ leads. Generating new Google Reviews also helps your Google My Business Profile rank better in Google Search Results and Google Maps, which as a result, helps generate more ‘organic’ leads. Now with all these ‘paid’ and ‘organic’ Leads coming in hot, Sales will shift to the upside as well as the Sales Team gets busier.
Love it or hate it - Google keeps it straight-forward with us! Just remember, continuously generating more Google Reviews = more Leads = more Sales & Referrals = more Google Reviews = more Leads = more … you see the point, things grow from there!
Requirements:
Chapter 1 completed
Activities:
Review and learn:
‘How to send bulk Review Requests’ guide
Chapter 7. Reactivate Customers With Email & SMS Automation To Generate Referral Business
Timeline:
Within days after a job has been completed, and your customer wrote a new Google Review for your business, it’s a good time to start asking for referrals. The CRM-user needs to learn how to send ‘individual and bulk referral request campaigns’ to customers. Chapter 7 is a critical step to generate more business by leveraging customers as your sales representative. Generating referrals as part of your business is key to growing your business cost-effectively since it barely costs you anything to ask a previous customer if they have a referral in mind for you.
Requirements:
Chapter 1 completed
Activities:
Review and learn:
‘How to send individual Referral Requests’ guide
‘How to send bulk Referral Requests’ guide
‘How to change your Referral Request campaign settings’ guide
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