Brand Visibility & Demand

Core database and CRM structure for customers, leads, jobs, projects, accounts, vendors, assets, or industry-specific records.

Intake and lead-capture flow that organizes new requests, service inquiries, bookings, consultation requests, or orders.

Processing workflow with stages, tasks, ownership, deadlines, handoffs, and owner/team visibility.

Billing/invoicing coordination fields and views that connect work status to quotes, estimates, invoices, deposits, and payment follow-up.

Industry-standard booking, scheduling, dispatch, route, class, appointment, or calendar integration planning.

Communication templates and customer/team update structure for routine messages, scheduling, status, billing, and closeout.

Role-based interfaces, permissions, access-control guidance, and mobile-friendly views where supported by selected tools.

Baseline dashboard, admin walkthrough, starter documentation, and unlimited routine support for included foundation components.

Basic automations for task generation, reminders, status changes, internal notifications, customer updates, and recurring work.

QA checkpoints, closeout checklists, exception flags, and correction workflows to reduce missed steps and rework.

Employee, contractor, client, vendor, or customer onboarding workflows with training and setup tasks.

Inventory, asset, equipment, resource, material, or fleet tracking adapted to the client’s industry.

Efficiency dashboards showing overdue work, bottlenecks, blocked items, slow approvals, missed follow-ups, and incomplete QA.

SOP starter library for intake, scheduling, processing, billing handoff, customer updates, closeout, QA, and support requests.

Internal support/ticketing structure for staff questions, operational issues, escalation, and improvement requests.

Unlimited routine support for included foundation, automation, QA, onboarding, inventory/resource, and efficiency components.

Advanced CRM structure for lifecycle stages, customer health, segmentation, reactivation, referrals, renewals, and account opportunities.

Retention, review, referral, testimonial, customer-success, and relationship-repair workflows.

Advanced employee management tools, including role libraries, skills matrices, training paths, accountability views, coaching templates, and employee assessments.

Up to 1,200 standardized forms, documents, SOPs, messages, scripts, templates, checklists, and knowledge-base assets during the 12-month term.

Sales, service, internal communication, meeting, escalation, and customer-update standardization.

Campaign and tailored-ad readiness layer with audiences, offer briefs, campaign templates, source tracking, and creative/copy concepts.

Customer, employee, CRM, relationship-risk, document-usage, and standardization-gap reporting.

Unlimited routine support for included CRM, employee, document, message, template, standardization, and relationship components.

Website audit covering clarity, structure, navigation, trust signals, calls to action, service pages, intake paths, mobile experience, and conversion friction.

Website development or optimization for core pages, service pages, landing pages, location pages, FAQ sections, proof sections, contact/booking paths, and lead magnets as scoped.

Conversion-oriented page improvements such as clearer headlines, stronger CTAs, proof blocks, process sections, pricing/package clarity, and better form routing.

Ongoing website updates during the 12-month term for included pages and campaigns.

Connection between website forms, CRM, intake, scheduling, follow-up, and reporting.

Profile audit and optimization for selected social channels, including bios, links, service/category language, highlights, pinned posts, visuals, and CTA paths.

Integration of the company into Slate Anchor’s managed social workflow for planning, drafting, scheduling, repurposing, review, and performance feedback.

Daily post rhythm during the 12-month term as scoped in the SOP, generally meaning one planned daily content asset or publishing moment that may be adapted across selected channels.

Content calendar tied to services, proof, FAQs, seasonal needs, offers, customer education, hiring, events, promotions, and industry-specific trust signals.

Platform-native adaptation so the same idea can become a LinkedIn post, Facebook post, Instagram reel/carousel, TikTok/short-form idea, YouTube Short, or story format when appropriate.

Approval workflow so the client can provide timely review without slowing the entire content system.

Technical and on-page SEO improvements for included website pages.

Keyword and service-page mapping by industry, location, customer intent, and offer category.

Google Business Profile optimization support and local listing/directory cleanup where applicable.

Internal linking, FAQ development, content clusters, service-area/location content, and metadata improvements.

Review/reputation connection between completed work, proof capture, and search visibility.

Monthly visibility review covering rankings, traffic, search impressions, local actions, page engagement, and content opportunities where data is available.

Brand voice guide and message pillars built from the business’s services, audience, proof, objections, and positioning.

Core content templates for educational posts, service spotlights, case-study-style posts, before/after posts, hiring posts, FAQ posts, review/proof posts, and seasonal posts.

Blog/article planning and production support as scoped.

Photo, video, screenshot, project proof, testimonial, and behind-the-scenes asset organization.

Newsletter or email digest support when appropriate for the industry and customer lifecycle.

Repurposing workflow that turns one idea into multiple platform-native outputs.

PR angle development for launches, anniversaries, new services, community involvement, hiring, partnerships, awards, events, niche expertise, or major milestones.

Press release draft support, announcement templates, local media/story angle lists, and outreach planning.

Partnership and referral campaign structure for complementary businesses, referral partners, professional networks, community organizations, and niche communities.

Event, sponsorship, local campaign, or community outreach calendar where relevant.

Campaign landing pages and lead forms connected to CRM and follow-up workflows.

Ad creative/copy drafts, offer testing concepts, audience notes, and campaign briefs.

Retargeting, pixel, UTM, or conversion tracking setup where platform access and technical feasibility permit.

Basic campaign launch support for selected platforms as scoped; ad spend and complex paid-media management should be separately approved or included in higher-tier SOPs.

Organic-to-paid decision support based on which messages, services, pages, and posts show early traction.

Monthly website, search, social, content, review, lead, and campaign visibility summary.

Content performance review identifying top topics, strongest hooks, useful proof assets, and pages that need improvement.

Lead-source review connecting public visibility to the CRM where possible.

Monthly awareness priorities for the next content cycle.

Unlimited routine support for included website, social, SEO, PR, content, and visibility components within the Package 4 scope.

Ongoing support for included content systems, posting workflow, profile updates, website updates, and campaign assets.

Monthly content/visibility planning and support review.