Monthly
Acquisition
Digital advertising management to generate sales opportunities.
Right for you if you need more sales opportunities and want to know what each one costs you.
US$600/mo
Includes 1 channel: Google, Meta or LinkedIn
- + US$250/mo per additional channel
- + Setup: US$300 one-time. Free with a 6-month commitment.
- Already have Digital Foundation? Free setup, and your site maintenance included
- Campaigns managed on the channels you choose
- Conversions and WhatsApp clicks properly tracked
- Ongoing cost-per-lead optimization
- New ads and A/B tests every month
- Live dashboard and monthly report on leads and their cost
See everything included
Setup
- Audit of your current accounts, or setup from scratch
- Keyword and audience research
- GA4, conversion tags and WhatsApp click tracking
- Accounts in your name and under your ownership from day one
Monthly management
- Campaigns structured around business goals
- Bid, budget and targeting adjustments
- Search term cleanup and negative keyword lists
- Remarketing to site visitors and your customer lists
Ads
- Headline and description copywriting
- Ongoing A/B testing of messages
- Your creatives adapted to every format
Reporting and communication
- Live dashboard with spend, leads and cost per lead
- Monthly report with insights and next steps
- Direct WhatsApp line to me, no account managers
This plan measures the leads your campaigns generate, not sales: to know which ones become customers you need to connect your sales, and that's Connected System. Ad spend is paid separately, directly to each platform. It does not include SEO or organic social media management: that's what Digital Foundation and Active Social are for.
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Monthly
Recommended
Connected System
Marketing, CRM and sales follow-up working together.
Right for you if you have a sales team and want to know which campaign brings you sales, not just leads.
US$1,500/mo
Includes 2 ad channels and a connected Zoho CRM
- + US$250/mo for a third channel
- Includes an essential Zoho CRM setup. Zoho licenses not included.
Everything in Acquisition, plus:
- Every lead enters the CRM with the campaign that brought it in
- Automated follow-up by email and WhatsApp
- Alerts for unattended leads before they go cold
- Sales recorded by campaign: your real cost per customer
- A new landing page every month, with A/B tests
- Quarterly plan and biweekly strategy meeting
See everything included
Initial setup
- Essential Zoho CRM setup: your sales pipeline and its stages, core fields and up to 3 users, with 1 hour of training
- Forms, Google Ads and Meta sending every lead with its source
- WhatsApp connected to the CRM
- Lead scoring based on level of interest
- Automatic lead assignment to each salesperson
Monthly service: strategy
- Quarterly plan with lead, opportunity and revenue targets
- Ideal customer profile and value proposition
- Campaign calendar built around your business's seasons
Monthly service: conversion
- One new landing page a month per campaign, offer or season
- A/B tests between page versions, not just between ads
- Copy written to sell, not to collect likes
Monthly service: reporting
- Dashboard from campaign to lead, opportunity and recorded sale
- Cost per customer and return by channel
- Biweekly meeting to review and adjust
The initial setup configures tools, integrations and processes. The monthly service covers management, analysis, maintenance and optimization within this scope. Ad spend, Zoho licenses and third-party connectors are separate. “Marketing” does not include SEO, organic social media management or video production: the content calendar, Active Social and short-form video can be added as extras.
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Project
CRM Implementation & Sales Automation
We set up your CRM to organize opportunities, automate sales follow-up and connect after-sales.
Right for you if your contacts live in Excel, in WhatsApp or in each salesperson's head.
US$1,500/project
Zoho CRM implementation for up to 5 users
- + Zoho Desk (customer service, support and after-sales): US$750
- + Zoho Inventory (products, inventory, orders and invoices): US$1,000
- Zoho licenses and third-party costs are separate, in your name
- Salesforce or HubSpot? We assess your case and quote it
- Zoho CRM set up around your sales process
- A sales pipeline you can measure end to end
- Forms, Google Ads, Meta and WhatsApp connected
- Automated lead assignment and follow-up
- Team training and 30 days of support
See everything included
Discovery
- Mapping your sales process as it works today
- Sales stages and the criteria for moving from one to the next
- Which data you really need and which just gets in the way
Implementation
- Zoho CRM configured to your process, not the other way around
- Migration of your current contact database
- Web forms and landing pages connected
- Google Ads, Meta and WhatsApp sending every lead with its source
Automation
- Automatic lead assignment to each salesperson
- Follow-up reminders and sequences
- Alerts for leads nobody has contacted
Handoff
- Pipeline, conversion and sales forecast dashboards
- Live training and user guide
- 30 days of support after handoff
Modules, depending on what you need
- Zoho CRM, included: contacts, opportunities, stages and sales follow-up
- Zoho Desk, optional: customer service, support and after-sales (US$750)
- Zoho Inventory, optional: products, inventory, orders and invoices (US$1,000). Country-specific electronic tax invoicing is assessed separately.
Quoted separately
- Additional users and custom integrations
- Very large or messy databases
- Salesforce or HubSpot projects: assessed based on your needs, feasibility and scope
Not included
- Zoho licenses, connectors and other third-party costs: paid to each provider, in your name
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