What can I expect?

This program is a framework that is a combination of exercises, documentation, and measuring KPI in your digital presence that work synergistically. The program takes 8 hours per month from your team. We typically to schedule two 4-hour sessions in a 2-week period each month.

Phase 1 - Build phase

We’ll start by filling out our core tools centered around the Growth Triad. We’ll start by documenting your client’s journey and determine what analytics you need to track for your business (hint: you don’t need to look at everything) After Phase 1 training is complete we will start to have a roadmap for what to do next. We can offer most (if not all) these services in-house or you can choose to DIY (we’ll make sure you’re trained on any new tools you choose to use).

Phase 2 - Optimize 

In these next 8 hours, we’ll deliver some crucial tools to keep you on the right track to grow your firm best (hint: in a way that works for you). We’ll again split this up into 2 4-hour sessions in 2 weeks.

Phase 3 - Accelerate 

Now that we’ve got our plan down it’s time to make it grow and continue. We’ll review our foundation tools we made in Phase 1 and bring in new tools specific to your needs. This is another 8 hour session we’ll break up into 2 4 hour sessions in 2 weeks.

Do I have to become a client after this program?

No, you do not have to.

We would LOVE to have you be part of the 4FP family and will support you at whatever level of support you need.

This program is designed to not just help you attract your ideal client better, but also for us to be able to serve your RIA better.

At the end of Phase 3 (as you will also see in our initial “Alignment check” meeting) you’ll be presented with 3 options to move forward (DIY, Train your team, or Fractional CMO) with your implementation of the plan.

Can you help me effectively AND ethically market my firm?

Yes, just like you we like to think of ourselves as fiduciaries. That means if you don’t see success we won’t either. We want to help you with your best interests at heart.

We won't get a lot through our Facebook page. Should we pay for advertising?

There are 2 types of traffic, paid and organic. Organic traffic is people finding you on their own (They see your post, they search for something that brings up your page, etc.). Paid traffic is like a water faucet. You turn it on to get your content seen by as many people as you want, then you turn it off when you don't want/need the extra attention to promote that content anymore. So, it really is up to you if you pay for advertising. We just suggest it because you'll have more control of your data.

How do we nurture the client once we get the emails?

Once you get a prospects email you want to make sure you give them the value you promised for it. Send them a set of emails that introduce you, your team, your company, what you do, and how it can help them. Let them know what you want them to do (i.e. respond to emails, follow your social to get updates, listen to your podcast, etc). They'll likely never do it until you ask.


What do we focus on and how do we work together?

We'll find out what to focus on in our Digital Tune-up program. We ask that you trust the process and be focust, honest, humble, and present so that we can learn how to give you the best digital presence for YOU.

What should our priorities be? how can we get the most out of that?

The wonderful thing about this process (Tune-up) is that we determine what your priorities should be for the next 90 days (we'll do this ~every 90 days) WITH you. All you have to do is trust the process and be honest. We even have a place to put the sidenote ideas that we'll come back to and process at the end.

What is our low hanging fruit?

It's really whatever is easiest for you. Don't start with the hard stuff. Start with the stuff you know how to do. Maybe starting a regular newsletter makes sense to you. Maybe doing a live video on social media once a week/month is easy enough. Maybe you use one of the audio social networks and you start there before doing a whole podcast. We recommend not starting with a podcast unless you're really ready for all the work that's involved. We can help with some of this work if you feel like audio is better for you and your ideal clients/ audience. 

Do you support your clients after the program?

Yes.  We are here to support you as a full-service agency.  We are also available to help you train your team or even let you do it yourself.

Where did this program come from?

This program is part of the Certified Partner program, DigitalMarketer’s highest level of program.  This program is more than just the curriculum that we provide clients.  The DigitalMarketer community enables us to ask clients’ questions to our larger community and leverage the resources of the DM community to support our clients.

Can you help me build the resources we need?

After Phase 1 training is complete we will start to have a roadmap for what to do next. We can offer most (if not all) these services in-house or you can choose to DIY (we’ll make sure you’re trained on any new tools you choose to use).