Moving budget
Yes. Budget can move between months with two weeks notice.
- The yearly total stays the same
- Changes are confirmed by email
statement-of-work.pdf
Your client asks about last month. The number is already on screen.
Client calls wander from results to scope to something a competitor did. Jamie listens to both sides and puts the figure from your report, or the line from your notes, on your screen a few seconds later.
Live transcript Both sides of the call, written out as they speak
- Client
So how many leads did we get last month?
- You
Forty-seven. Thirty-one calls and sixteen forms, up from thirty-eight in September.
- Client
And what did we spend to get those?
- You
Three thousand and ten dollars, so right on budget. Most of it went to search.
- Client
Summit Roofing seems to be everywhere lately. What are they running?
- You
A free inspection offer, and they put up a financing page this month. They lead with storm damage.
- Client
What did we agree about the new website pages?
- You
Four service pages with drafts by November 15, metal roofing first. I still need photos from you for each one.
- Client
Is that page work part of what we already pay, or extra?
- You
Those four are included. Beyond four in a quarter it is $450 a page.
- Client
A customer told us our phone number is wrong somewhere online.
- You
Two directories still have the old number ending 0142. Your main profile is right. I will get those corrected this week.
- Client
Which search term is doing the best for us?
- You
Roof repair near me, with fourteen leads. Metal roofing terms cost about double per lead.
- Client
There is a home show in the spring. Is it worth doing something around it?
- You
It runs March 13 to 15 and booth sign-up closes January 31. We could run ads to people nearby that week.
- Client
Can we move some budget out of the slow months for that?
Answer cards Newest on top
Tri-County Home Show
The Tri-County Home Show runs March 13 to 15 at the fairgrounds.
- Booth sign-up closes January 31
- Last year listed 140 exhibitors
tricountyhomeshow.example
Best search term
"Roof repair near me" brought 14 leads, the most of any term.
- Metal roofing terms cost twice as much per lead
- Emergency terms convert best after storms
search-terms-october.csv
Old phone number
Two directory listings still show the old number ending in 0142.
- The main business profile is correct
- Corrections usually show within two weeks
cityfinder.example and 1 more
What the retainer covers
Four pages a quarter are included. More than that is $450 a page.
- Edits to existing pages are included
- Photography is not
statement-of-work.pdf
New service pages
On October 8 you agreed to four service pages, drafts due November 15.
- Metal roofing goes first
- The client sends photos for each service
meeting-notes-oct-8.md
Summit Roofing
Summit is pushing a free inspection offer and added a financing page this month.
- Their ads lead with storm damage
- No prices anywhere on their site
summitroofing.example and 2 more
October ad spend
Ad spend was $3,010 against a $3,000 budget.
- Search took $2,400
- The rest went to remarketing
ad-spend-october.csv
October leads
October brought 47 leads: 31 calls and 16 form fills.
- Up from 38 in September
- Cost per lead was $64
october-report.pdf
It answers from your own reports and notes
Hand over the client folder before the call. Jamie reads it first.
- Monthly reports
- Leads, spend and cost per lead, so you quote the real figure and not the one you remember.
- Meeting notes
- What was agreed, who owes what, and when it is due.
- Statements of work and proposals
- What the retainer covers and what is extra, for the scope question that always comes.
- Exports from ad and analytics accounts
- Which terms, pages and campaigns are doing the work.
When they ask about the world outside your reports
Clients ask what a competitor is up to or mention something they heard. When your files do not cover it, Jamie searches the web and shows where it looked.
- Competitors. What another company in their market is offering on its own site right now.
- Local events and listings. Dates, deadlines and where their business details appear online.
- Sources on the card. Every web answer names the pages behind it, so you can open them before you repeat it.
Questions from agencies and consultants
Does Jamie connect to my ad or analytics accounts?
Not today. Jamie answers from files you give it, such as report PDFs and exported spreadsheets, and from the web.
How do I keep one client separate from another?
Jamie reads the files you hand it before the call. Give it only the folder for the client you are about to speak with.
Does the client know Jamie is there?
Nothing joins the call and there is no extra name in the participant list. Recording and transcription rules still apply, so check what your region requires and tell people.
Can it misread a report?
Yes. It is software reading documents quickly. Every card names the file behind the answer, so check the report before you repeat a figure that matters.
Try it on your next client call
Jamie is in early use on Windows. Tell us what kind of clients you work with and we will write back when there is a spot.
Jamie on other calls