Strategy Call
Schedule a Strategy Call
Forty five minutes on the calendar, prepared in advance, and followed by a written recap you can act on with or without us.
Call (714) 823-3164 or ask a question. Clear recommendations, even if we never work together.
A strategy call is a 45 minute working session about your market, your competitors, and the fastest path to more calls. You pick a time on the calendar. Before we dial, we look at your Google Business Profile and your website. You leave with a written summary.
What Happens on the Call
The call starts with what we found, not with questions you already answered on the form. Before we dial, we pull your Google Business Profile data, run a quick geogrid across your service area, look at your website structure, and check who is ranking above you for the searches that matter in your cities. That work takes thirty to forty five minutes on our end and it changes the whole conversation. The first ten minutes are you correcting our understanding. We tell you what we think your business does and who it competes with, and you fix the parts we got wrong. Owners almost always know something the data does not show, like which city is a waste of a drive or which service line has terrible margins. The next twenty minutes are the actual strategy: which channels fit your situation, in what order, and why. We screen share and walk through the map, your competitors' profiles, and specific pages on your site. The final fifteen minutes are budget, timing, and what happens next. Questions are welcome at any point, including hard ones about pricing.
How Long the Call Runs
Forty five minutes is the scheduled block. Most calls use the whole thing. Some run to an hour when there is a lot to look at, and we do not cut you off at the buzzer if we are mid sentence on something important. If you only have thirty minutes, say so when you book and we will compress the market review section and get to priorities faster. If you want longer, ask. Some owners bring a business partner and a bookkeeper and want ninety minutes to settle a budget question. That is fine and it is still free. Calls are held over video by default because screen sharing makes the map data and the competitor comparisons much easier to follow. Phone works if you prefer it, and we send the visuals afterward so nothing is lost. We start on time. If you are running late, text or call the office and we will hold the slot. If we ever run late, which is rare, you get a heads up before the start time rather than silence.
Who Is on the Call
From our side, the person on the call is the person who did the prep work and who would be involved if you became a client. There is no handoff from a salesperson to an account manager to a technician, because that handoff is where context gets lost and promises get quietly dropped. We are a small firm and that is one of the real advantages of working with one. From your side, bring whoever makes the decision. That is usually the owner. If a partner, spouse, or general manager is part of the call, get them on the same call rather than relaying information twice. Marketing decisions relayed secondhand tend to lose the reasoning and keep only the price, which is how good plans get rejected for bad reasons. Office managers and marketing coordinators are welcome and often the most useful people in the room, because they know what actually happens when the phone rings. If you have an in house marketer or a web developer, invite them. Technical questions are easier to settle live than through three rounds of email.
What to Bring
Nothing is required, but a few things make the forty five minutes considerably more valuable. Bring numbers if you have them. Calls per month, booked jobs per month, average job value, and roughly what percentage of calls turn into work. Those four figures let us do real math on the call instead of speaking in generalities. Bring your city list, ranked. Which towns do you actually want work in, in order. Distance, traffic, and margin all matter here, and only you know that the job twenty five minutes away pays worse after drive time. Bring your history. What have you tried, who did it, how long did it run, and what happened. Bring your constraints too. If you cannot handle more than ten new jobs a week, that changes the plan. If your busy season starts in May, that changes the sequence. And bring your hard questions about price, contracts, and what happens if it does not work. Those get better answers live than in email.
- Monthly call volume and booked job count, even approximate
- Average job value and your rough close rate
- Your service area cities, ranked by how much you want them
- What you have already tried, who ran it, and what it cost
- Your capacity ceiling and your busy season
- Any questions about pricing, terms, or reporting
How This Differs From a Sales Call
A sales call is designed to move you toward a signature. This one is designed to answer a question: what should this business do next, and does it need us to do it. Those are different goals and they produce different conversations. Practically, that means a few things. We do the research before the call instead of using your time to gather qualification data. We give away the plan, including the parts you could execute without hiring anybody. We tell you when the honest answer is that a competitor or a freelancer or nothing at all is a better use of your money right now. There is no slide deck, no case study reel, and no scarcity. We are also not going to invent proof. We started in 2019, we hold a 5.0 rating on Google from seven reviews, and our published client results are limited because verified results only get published when clients approve them. If another agency shows you a wall of logos and numbers, ask them which of those clients you can call. That question tells you a lot.
After the Call
Within one business day you get a written summary. It covers what we found, the priorities in order, the rough timeline for each, and any budget ranges we discussed. It is written so you can forward it to a partner without adding a paragraph of explanation. That summary is yours regardless of what happens next. Take it to your current agency, hand it to an in house marketer, or work through it yourself. Several of the items are usually things you can do this month without spending a dollar with anyone. If you want to move forward, the next step is a proposal with firm scope and pricing, which takes two to five business days. If you want more data first, a visibility audit gives you the written analysis with geogrid images and competitor comparisons. If you are not ready, we follow up once, then once more a few weeks later, and then we stop. There is no drip sequence and no monthly check in email you have to unsubscribe from. When the timing changes, you know where to find us.
Prefer to pick a time yourself?
Online scheduling is being switched on shortly. Until then, send the form above and we will come back with two or three times, or just call and we will book it on the spot.
Call (714) 823-3164Open every day, 10:00 AM to 6:00 PM