Category Archives for "Tools"

Google My Business Reviews


Google reviews are essential for building confidence in your brand and have a significant impact on your local rankings. The more quality reviews you get, the higher you will rank in Google search results. Follow these simple steps to ask your clients to leave a review for your company. Click the link to find out how you can ask customers and clients to leave reviews for your business.


Download The Tool Here!

Webinar Return on Investment (ROI) Calculator

To determine if hosting a webinar is worth the investment, you only need to know five data points:
  1. How many people attended the event? Include those that watched it on-demand, if that was an option.
  2. How many leads did you gain from the event? This includes email addresses, phone calls, etc. Only include true potential clients.
  3. How many new clients did you win?
  4. How much did the webinar cost? Add all expenses including time spent designing, marketing, practicing, and executing the webinar.
  5. What is the average revenue per new client?
  6. Once you have this data, download our Webinar ROI Calculator Template to calculate the return on investment (ROI) of the webinar.

Webinar Best Practices

webinar checklist Webinars can be an effective way to get your message out. But if they are not done well, you can turn people off and miss opportunities. Follow these steps to learn about the best practices for a successful webinar.      
  1. Attract Your Audience
  • Choose a topic that ties to the audience’s challenges and demonstrates your expertise
  • If possible, ask a client and/or a “neutral” source to present with you
  • Promote via your current database and on social platforms multiple times over several weeks leading up to the event
  • Ask partners to share and promote to their databases and social media platforms
  • Create a dedicated webinar landing page with a simple registration
  • The day before the event, send a reminder with the webinar link and logistics as well as a contact if there is a problem
  1. Create an Engaging Webinar
  • Limit to 45-60 mins including Q&A (30-45 mins of content and 15-20 mins of Q&A)
  • Focus on educating and providing value, don’t just try to sell something
  • Use visuals to tell a story instead of slides with many words
  • If applicable, offer a special offer for webinar attendees
  • Practice!
  1. Present an Engaging Webinar
  • Run through the logistics and technology ahead of time
  • Start on time, end on time
  • Have a facilitator introduce the speaker(s), manage the timing, chat, technology and Q&A
  • Speakers keep their video off until introduced (like coming onto stage in a live presentation)
  1. Build Relationships after the Webinar
  • Send a thank-you email to all attendees within a few hours of the event
  • Post the thank-you on social channels and tag presenters and organizations that were a part of or mentioned during the webinar
  • Offer an on-demand or replay option and include the link in your communications
  • Ask permission and add new contacts into your database for future communications
  • If you gain leads, contact them immediately

Click to download the PDF version: Webinar Best Practices

Social Media Channel Guide

Don’t just “do” social media because you think you need to. Check out the guide below to help you decide the best social channel(s) for your company.

Google Search Competitive Analysis Template

You can see how you rate versus your competition by looking at their search results and comparing the data to yours. We created a template so you can do it yourself.

Steps for Analyzing Your Search Results Versus Competition:

1. Choose 5 keywords or phrases that people would use/”Google” to find your category/business

2. Type each word or phrase into a Google search bar

3. Record the number of results, the top paid (Ad) results, the top Map results (if applicable) and the top organic results

4. Scroll down to the bottom of the page to see ‘Searches Related to keyword’ and decide if any of these keywords/phrases are relevant

5. Review all results to determine if you and/or your competition are in the Top 3 results.

6. If you don’t find your company or key competitor(s), you can scroll further down and note the position in the “insights” column

7. There are many steps you can take to increase your ranking. One step is to ensure that your website pages (both the text and the meta tags) include content that relates to the keywords and phrases.


Have a question? Email us at [email protected]

Social Media Competitive Analysis Template

You can see how you rate versus your competition by looking at their social channels and comparing the data to yours. We created a tool so you can do it yourself.

Steps for Analyzing Your Social Presence Versus Competition:

1. Choose up to 5 competitors

2. Follow the template, filling out the information for your company and each competitor for each social channel

3. Review once complete. How do you compare?

4. What 1-2 opportunities do you think you should focus on?


Have a question? Email us at [email protected]

Increasing Effectiveness on LinkedIn

linkedin cmo It’s not as hard as you think to increase your effectiveness on LinkedIn! Share this presentation with your employees to help them understand WHY it’s important to stay top of mind and HOW to leverage LinkedIn effectively. Download Here

Guide to Help you Come Out of This Crisis with Momentum

crisis response

There are always external factors that you can’t control. COVID-19 is just one we haven’t experienced before. No matter what factors you are facing, you can’t stay stagnant. Momentum is your biggest asset, and we encourage you to take advantage of this time to ensure you come out of this crisis with momentum.

We created this guide to help you!

1.      Before you do anything, get your thinking right

  • Your thinking drives your actions. Identify what thoughts you have right now and decide if you need to change them so that fear doesn’t drive your decisions.

  • Create a clear intention to be stronger on the other side of this and define what that looks like for you and your organization.

2.      Maintain momentum during the crisis

  • Look for ways to deepen relationships by helping current clients, former clients, prospects, communities, etc.

    • There is no better time to reach out to people to understand how they are impacted.

    • Use video if possible. It’s more personal and people don’t want to read more right now.

    • Ask them what help they might need right now.

    • Offer to help! It could be something simple like asking, “If I could connect you to one person, who could that be?”. Or it could be something more like modifying payment terms.

  • Defining success might be different during this time. Keep track of your actions and successes.

3.      Use this time to get better

  • Use this as a time to step back and evaluate your organization.

    • What’s working?

    • What could be improved?

    • What’s not working?

    • What are the gaps between now and your organization’s vision?

    • How can you close the gaps?

    • What resources do you need to make these things happen?

  • If your business model is less effective during this crisis, identify why and try a different approach.

  • What new opportunities could you take advantage of?

4.      Take control

  • Formalize it by documenting it!

  • Develop a clear action plan. Focus on “3 things” people can do each day so they feel in control.

  • Create a united effort by sharing the intention and action plan with your organization.

  • Make sure the action plan is visible. Put it in a place or places that you can all see it often.

5.      Act with discipline and purpose

  • Follow the action plan and hold each other accountable.

  • Track a few relevant trends, both internally and externally. Determine what shifts you should respond to instead of reacting to every change in the market.

  • Learn and enhance by reflecting on what actions you have taken, what response you are getting, and how you need to adapt your plan.

Download Here
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