Mindset and Strategy - It's simple! Here's the ABC's of your Success Plan

Mindset and Strategy - It's simple! Here's the ABC's of your Success Plan

Phase 1: Be Strategic - Digital Evaluation and Strategy Session

  • Where are you?
  • Where do you want to be?
  • What are you working with?
    • Whats working for you
    • What's an exit that needs removed for everything else to work
    • What's working against you
    • What assets are you coming to the table with
    • What resources in capital and human do you have to committ to the process
  • And what is going to take to get you where you want to be, based on where you are (i.e. creating the strategic plan)?
No one should be providing you advice on what to do without knowing the answers to these questions!

Phase 1: Mindset - The 4 Agreements

  • Don't take things personal
  • Always be nice and do your best
  • Don't make assumptions
  • Be impeccable with your words

Phase 2: Be Mindful

  • Clarity - Without Clarity you cannot Focus
  • Focus - Without Focus you cannot Execute
  • Execution - Without Execution you cannot Win
  • Win

You have 2 Different Audiences to Please and 1 of them is a Gatekeeper to the other:

  1. Google (it's a robot with very specific requirements that if not met, it will not present you as an option to real humans)
  2. Real Humans (potential customers that start as suspects, have to be wooed to a prospect and converted to an opportunity)

Phase 2: Be Strategic

How do Consumers Shop? - Get Clear

  • They Search Google (a high percentage searches via mobile or AI which has a huge impact on web, strategy and content)
  • Look in the Maps and in the Top 10 Organic Results
  • Find a Website that looks professional and clearly displays the following:
    • Who you are
    • What you do
    • Where you do it
    • How to Reach you

Have Complete Clarity on How Consumers Shop and your Role in their Experience

  • Know this - You must meet Google's Requirements and Exceed your Competition to be an option for Potential Consumers when and where they are searching.
  • Next, a consumer will check out your reviews by Googling your company name and location and check out your social media sites.
  • What will they see when they get there and how will they react.
  • The goal: Eliminate the Exits and Be an Option
If your website doesn't pass the test, your Google Business Listing, Directory Listings or Social Media Sites look bad, old or non-existing, the consumer (whether they found you online or through a search on Google will..... KEEP SEARCHING)

Phase 3: Be Strategic

  • What do you want to Sell
  • Where do you want to Sell it
  • What do you consumers refer to it as
  • Do you have a page of content for it (inside Google's file drawer)
  • And is the page popular enough to be an option on Page 1 of Google where consumers will convert?

Phase 4: The Strategic Plan (Research, Plan, Implement, Evaluate, Refine and Repeat)

Be an Investor in your business: Know the difference between marketing, advertising and branding.

Marketing: Investment is Permanent, Produces a Compound Interest impact on your business.

  1. Website
  2. Landing Pages
  3. Content Creation, Marketing and Remarketing
  4. Local Listings
  5. Google Business Listing
  6. Google Posting
  7. Reviews Acquisition and Remarketing
  8. Some Forms of Social Media Marketing
  9. SEO
  10. List Building for Email and Text Marketing
  11. Video
  12. Podcast
  13. Mobile App
  14. Referral Rewards and Affiliate Programs

Advertising: Temporary (burn and churn cash) - When you run out of money or stop spending you have nothing permanent. Should be used when necessary for short durations of time to fill a gap that inbound marketing cannot.

  1. Radio
  2. TV
  3. Billboards
  4. Newspaper
  5. Mailers/Door Hangers
  6. Some forms of Social Media Marketing
  7. PPC
  8. Google Service Ads
  9. Retargeting
  10. Advertising
  11. Email (to strangers)
  12. Text (to strangers)
  13. Networking Events

Branding: Both (more relevant as your company grows and has the excess cash/profits to spend on branding)

  1. Truck Wraps
  2. Signage/Yard Signs
  3. Referral Rewards Gifts
  4. Networking
  5. Home Shows/Trade Shows
  • Technology: Leverage The Right Technology
  • Strategy: Refine and Implement a Strategic Plan
  • Network: Be Visible (for all the things you want to sell, cities you want to sell them and on the sites consumers use the most). Be Endorsed by Many 3rd Party Resources.
  • Mindset: Show Up, Suite Up and Participate - Be positive!
  • Leverage the 12 Step Roadmap to customize a phase 1 plan that works with your budget, identify phase 2 for future implementation and set a goal to implement it! Many small steps forward is much more powerful than one big wrong step.  The goal is to achieve consistent progress over time - don't search for the quick win or you will forever be starting over.
  • You can't do everything on the list all at once... make lots of small decisions to keep doing more vs. getting caught up in the initial big decision.  Get started, keep adding.
Identify "what are the things only you can do, and strive to get everything else into expert hands - for you have either time or money and neither can be squandered".

Phase 5: Implementation

  • Execute Quickly
  • Don't look for Perfection, it doesn't exist.
  • It's not a project, it's a lifestyle - remember this.  We can rip apart any companies website and digital marketing plan.  Why?
    • You are never done
    • Technology, consumer behaviors and search engine requirements are changing extremely fast
    • By the time you think it's perfect, you will have missed a huge opportunity and finally realize there's no such thing as perfect - if you are constantly starting over, always busy, you will never be moving forward. It's called "the rocking chair syndrome - always moving, never going anywhere" 
  • Review the project plan, participation expectations and be ready to participate when needed.  The more you tell us during the onboarding phase, the less time you will have to invest with us during the process.

Phase 5: Evaluate

Sign up for ongoing strategy sessions

  • What's working - do more of it
  • What's not working - reallocate it to something that is
  • What's next - what are you not doing yet, that you should be

The path to success: Research, Analyse, Plan, Implement, Refine, Repeat

Don't quit. Remember the 4 Agreements.

  • Don't make assumptions
  • Be nice and always do your best
  • Don't take things personal
  • Be impeccable with your words

CI Web Group is proud to be the Preferred Marketing Agency for the world's Largest HVAC Manufacturer and Distributors


Check out a recent speaking event where our CEO, Jennifer Bagley was helping a group of entrepreneurs learn about the new Google changes and strategies for growth.  She speaks about 200 times a year and is the leading expert on digital marketing strategies.


Check out a few of our Clients Amazing Success Stories

2 Companies go through the Same Process

1 reacts like my Dad on the left and achieves ongoing success. 1 reacts like my son on the right and is miserable through the process and just quits. Both are on a scary ride... Choose the right mindset to create the results you wish to achieve.