Zoom Meeting with Bear Iron Works – June 18, 2024

Roggen

I do not know what brave is.

Josh Ramsey

So Ricky, look into that and get back to me, please. Okay. Rogan, you’ve confirmed over email 25 orders equaling a 188k.

Josh Ramsey

But we’re trying to figure out where those 25 orders are because you’ve confirmed this image, but this image does not equal the 25 orders and 188k.

Josh Ramsey

Where’d this where this image come from? Shopify.

Ricky

Ricky pulled it.

Roggen

Yeah, report into my use.

Ricky

under the marketing.

Roggen

Under the marketing.

Ricky

Yeah, top marketing channel, if you say, basically, the source of the order, you will see all the sessions and orders.

Josh Ramsey

Ricky, you may share your screen, I’m going to start sharing. I’ve got to grab something to drink, I’m like losing my brain over here.

Josh Ramsey

So Ricky, you show him, if you two can look into that, that’s really the big question. And then Tami, you and I will pick up, but Tami, we go to that, my point Tami was thinking your head while they’re working on figuring these numbers out, thinking your head and your brain so that we can talk about it, how to take the McCarthy sheet and the American Pest sheet and kind of put it together to formulate both what we were looking at for five star, but what we’re looking at here inside what Ricky is showing, figuring out those numbers.

Josh Ramsey

So we want to be able to create some type of digital or hand created. in monthly sheet to be able to see what we’re getting in, what sales we’re getting, what leads are coming in, so forth, and also tying that back to the PowerPoint.

Josh Ramsey

Tammy, be thinking about that. I’m gonna let you two talk about this, and I’ll be back in just a minute, okay?

Roggen

Ricky, what I’m thinking is that it’s probably not including the orders from the phone. I think it’s only that section there is only tracking the orders that go through the online store itself.

Ricky

So that order you’re including, but those orders are based on the Shopify store, yes?

Roggen

The 25 orders. Yes, and so I pulled those from going to analytics and I made a custom report. Okay, You can make different reports in there.

Ricky

I can call it. Actually, it should include somehow because if you look into the report here, I’ll show you.

Ricky

Because it goes either, I mean, even though you call and they could go directly on the website and all

Ricky

Order you see the direct and then the six order those would be your phone post or you know what I mean?

Roggen

Yeah, that’s odd that it’s much And if I go into the analytics No, no, no, I know direct is they typed in bear iron works.net.

Ricky

Yeah, that’s correct.

Roggen

Yes. Yeah, so the phone orders We put in an order on the back end and then they pay through it.

Roggen

Oh Through a different portal.

Ricky

They actually don’t go into the website Okay, but these orders are counting in the Shopify store.

Roggen

Yes, I know like in the back.

Ricky

Yes Yes, so they’ll pull up on the report, but it doesn’t look like they get pulled up on that marketing Well in that case, all right, I did show there are 25 or 26 orders Like last one month You

Ricky

Then the 26 and 194, yeah, I mean I sent you the report one day earlier, so I think the data in 188.

Roggen

Okay, it was the May 18th for June 16th.

Ricky

very Okay, that makes sense then in the marketing section because you did place on your own, so that’s why it’s not counting there.

Roggen

Yeah, and I think let me see. If you put in on, there’s a column you can add called sales channel name, and if you put that one in, you can see which ones are draft orders and the draft orders are the ones that we do over the phone, and then online store orders are the ones that people that came along with the website and purchase to the website.

Ricky

Okay. Okay, these are the one you did, right, okay, yes, okay, do we need to include in this report for me and you can tell me or Josh can help me do like these are the draft product basically done by phone calls so we can add source code as a you know phone orders yeah and what we’ve also been doing is the one’s over the phone and I know not every single one has gotten it but I have my guy that does the phone orders he adds a tag to the order of their source okay what based on tab but I I did try to do with the source but

Ricky

You just add the tag, like, and what tag you add when you do the own orders.

Roggen

Um, so he took, he tries to ask him where they heard from us from. So like, if they heard from us from Google or Craigslist or what not, um, it looks like the recent ones, maybe he hasn’t been thinking about it.

Roggen

He was for a little bit. But, um, I’ll send you the memo of what I told him to tag with.

Josh Ramsey

Okay, Tammy, Tammy, check your teams while we continue to talk about this.

Tami

Okay, Rogan, where, where are we at with this?

Roggen

Uh, so I showed him, so the marketing module, it doesn’t track the phone orders that we do manually. Um, so I showed him where to find the report to the right info.

Josh Ramsey

Okay, and then I’m kind of coming over back in obviously. or is it a true statement that he is going to be, is, has been, whatever that word is, notating, the source?

Roggen

Yes, he, he was good about it for a bit. It looked like, and then it looks like he may have dropped off, but I told him to be the orders.

Josh Ramsey

Okay, with the source. So Ricky, you’re going to create an R sheet that Tammy’s going to need. Okay, so Tammy, let me, let me take control here.

Josh Ramsey

Okay, so Ricky, if we can automate this like we’re doing for five-star, then let’s do it, okay? If that

Josh Ramsey

Be done because I know you’re going to be on a vacation next week. So if it can’t be done until like the first week of July or something like that, that’s fine.

Josh Ramsey

Tammy, let’s see how much we can propel this forward before you leave on vacation next week. So Rogan, by the way, next week is everyone decided to take vacation since I took it.

Josh Ramsey

So everyone’s like, hey, we’re all going to leave at the same time. I’m like, thanks everybody. Thanks everybody. Thanks everybody.

Josh Ramsey

So what we want to do here is this information will be things like, I think we all this crap, but this under this sheet here, even though it says referrals, really would be what we could call as mediums.

Josh Ramsey

So Tammy, you may upload this into Google Drive, but this would be your mediums. So it would be things like Google organic, OK?

Tami

Is that from the list of sources that we were getting at from Ricky, this snapshot?

Josh Ramsey

Yeah, so you would pull it from the this right here, direct Google search, because it’s there, Google Shopify email, Bing, all of that.

Josh Ramsey

So you have sessions which would be visitors. So here, what’s going to happen is you, this is going to be kind of hard, but you have like brave.

Josh Ramsey

And then let’s just use Google paid, OK? So these are the ones. We’ll kind of think through this together here as a team.

Josh Ramsey

But you have this information. So I’m going to try to pull up on the other sheet, Google orders, drop that here.

Josh Ramsey

So this might have to modify and duplicate. So let’s call it, let’s look at just May for a minute.

Josh Ramsey

Okay, so let’s call this also May. Well, let’s call it May orders. And let’s call it May. Visitors. And then maybe we’ll call this May impression.

Josh Ramsey

So again, whenever we build this out, we start with the end in mind. So starting with the end in mind.

Josh Ramsey

We take step-by-step to get to where we want to be. So if this is what we’re looking at, organic,Ricky, would come from Google Search Console.

Josh Ramsey

Tammy or Ricky or Ricky, you can have a team member pull organic from, you can call it Search Console or you can call it GA4.

Josh Ramsey

Right? Then you have, that’s your impression. So really impressions would come from Google Search Console. Visitors would come from GA4.

Josh Ramsey

And it might be nice to also see Shopify. I don’t know how we can do that, but you might have a double column under made visitors.

Josh Ramsey

And then made orders, organic, would be I’m just going to go off this sheet, we’ll have to update it, I did, you have Google, you have paid, I can’t see the down arrow on paid, it looks like on the image you sent me Ricky, there’s a down arrow next to Google.

Josh Ramsey

So I don’t know if you can pull that, if you look right here. This leads me, this little arrow leads me to believe that if you click down it may say Google maps SEO something else.

Josh Ramsey

So you would have to figure that out where you would say Google paid, but then you would say it really wouldn’t be Google paid unless you did an arrow, it would be more like Google.

Josh Ramsey

Well, no, this is Google search, this is organic. This would be like Google, PPC, then Google maps. Right.

Ricky

Follow me? Yeah. Yeah. But sure, if I just go. Google search because someone’s searching Google and then the ad comes up, you know, that’s how it’s going.

Josh Ramsey

No, I don’t know. No, I’m going to be a jerk on it. No, I don’t know because this is Google search.

Josh Ramsey

That’s what you call it. This is Google paid. This is organic and paid. But in paid, we’re doing two different things potentially maps and pay per click.

Josh Ramsey

If we’re not doing maps, let’s have that discussion later on. And maybe we need to consider it. It’s going to be a different budget, but it has an arrow here.

Josh Ramsey

So if you kick arrow down, it’s going to say paid.

Ricky

And what does it say below it,Ricky? It just says Google search. That’s what I’m saying. I open the arrow.

Ricky

Says just Google search.

Josh Ramsey

That means we’re probably not running maps. So Tammy, add to your list to talk about later with Rogan to potentially add maps and see how we want to do anything else.

Josh Ramsey

So we need to figure that out,Ricky. So add that to your list and Tammy, you as well to make sure we don’t lose track of it.

Josh Ramsey

But if it’s maps, we have five at 46, we had two orders. want to know was it maps or was it pay-per-click?

Josh Ramsey

Because there’s different metrics as we just already discussed for other clients on this that we need to know what that is.

Josh Ramsey

So let’s keep moving, but that’s something for us to track. So you have now May orders from organic, which would be three, and then May sales, which would be eight, zero, eight, three, three, three.

Josh Ramsey

Then we would do Tammy, just like we do with McCarthy, cost for lead cost for sale. So this here is your equation.

Josh Ramsey

Thank you. And that equation, Tammy, would be, and I can help you with this again, but that equation would be, let’s just make up Google Search Console, okay?

Josh Ramsey

So I’m going move that up here. Google Search Console, Google Search Console, so Ricky again, what we would try to do is create this to where it’s maybe automated, okay?

Josh Ramsey

But here, let’s Google Search Console, impressions, let’s make it up, and let’s just call it 1000, and then in GA4 actual visitors, let’s call it 500, actually we have that, right, 1000 here.

Josh Ramsey

So let’s call this 5000, and let’s call this 1009, because that’s what it says. So we need to turn this to dollars, and then here,

Josh Ramsey

Your cost per lead. This would be equals, and we would take cost per lead. So if there were forms login or something else, and this is recorded everybody, so I’m going to highlight this part.

Josh Ramsey

But on this part here, if there’s forms, then you would want to add that here. So I would insert, come on, insert that, make contacts,

Josh Ramsey

So, this would come from Shopify, CRM, Mike entering that, then if we had whatever contacts, that would actually be the lead.

Josh Ramsey

So, let’s just say that, you know, Rogan, like this kind of is an example of we looked at something like Facebook, right?

Josh Ramsey

So, Facebook, I’m not going to go pull these numbers, but everyone kind of go with me and Tammy and Ricky, if you’re confused on this, then ask and I will go deeper.

Josh Ramsey

But we looked at, say, Facebook, and Facebook, we had 200 contacts. Remember?

Roggen

That?

Josh Ramsey

Contacts came through on Facebook, but that wasn’t our impressions. That was contacts. This is actual visitors, so on Facebook, it is going to look different.

Josh Ramsey

But let’s just say that we had. We need to almost cut.

Ricky

Cut.

Josh Ramsey

I’m just going to play with this for now. But our cost per lead would be pulled. Camera is right in the middle of my freaking vision.

Josh Ramsey

I’m thinking through this. So your cost per sale is real simple because your cost per sale would be equals some.

Josh Ramsey

And then it would be this. divided by your orders, and that’s your cost per sale. So, Roggan, you and I later on can figure out the margin, but this is your, know, what the average order would be, but cost per sale, and we can modify this one.

Josh Ramsey

But simplified, Tammy, that’s what I want here is that information. The cost per lead would be whatever we spend.

Josh Ramsey

So, with spend, let’s call it 1900, it actually wasn’t, it was more like 900. So, our spend was 900 because it was 1800 for two months, so I’m going to put that at 900 for the month.

Josh Ramsey

And impressions, we had more than 500, but that’s fine, or 5000, but that’s fine. GA4, let’s say that we had or Google search organic, we had 109.

Josh Ramsey

What is AVO? AOV? Roggan?

Roggen

AOV.

Josh Ramsey

AOV?

Roggen

Where are you seeing that at?

Josh Ramsey

Or Rickey?

Roggen

Because I think it’s average order value, so maybe, yeah.

Ricky

I’m not sure, let me check it out.

Roggen

So I didn’t run this map, so maybe I should have ordered this average order value is what it is.

Josh Ramsey

I can tell by those numbers there.

Josh Ramsey

38, 1, 32 plus 24 to 50 plus 4, 1 to 100 plus 8, 300 plus 3,400, okay, so that’s 85,000.

Josh Ramsey

So we’re still short 50,000, 40,000. They hit the 118 mark, right? So that’s the difference. So I messed up on those other numbers.

Josh Ramsey

So 38, 1, 32. So back to this sheet, 38, 152 would be our number. So our cost per sale would be 12,000.

Josh Ramsey

Now I may go back and change some of this later. But our cost per lead would come from impressions, contacts, $199.

Josh Ramsey

So Tammy, hopefully you’re still with me on this would be equals sum. Then you close that bracket and you put number number.

Josh Ramsey

So some you would take. I think orders. Your sales were looking at leads. So we had 199. That’s going to be against the spin of 900.

Josh Ramsey

Yes, you’re right. So this would be D six. So, 42, if that number is right, and then this is your sales, so your cost per lead, that didn’t come out right, equals sum, it would be 900 divided by 199, I’m guessing, $4.52, but this would be 99 if we do vacuum numbers.

Josh Ramsey

Visitors, we could figure out that number we wanted to and put that here. We can build that out. I’m trying to start one step at a time.

Josh Ramsey

So, Tammy, you’re a math magician, right?

Tami

I do that right? No, my math acuity is on my iPhone.

Roggen

I’m sorry. Your cost over sale needs to be, it should be 300. So, it should be your spend divided by your quarters.

Josh Ramsey

So, I didn’t reverse here. So, it’s D versus L.

Roggen

It should be D six divided by K six.

Josh Ramsey

I mean, Rogan, this is why I don’t like clients sitting in on meetings like this.

Roggen

I can leave.

Josh Ramsey

I’m just messing with you. But truthfully, usually don’t. Because it takes me a little bit to wrap my brain around it because my brain is going in 500 directions of what I want in here and what the report’s going to look like.

Josh Ramsey

So just keep that in mind. So that’s… Okay, so Ricky, this would have to be pulled, right, of whatever we spent.

Josh Ramsey

So I know we kind of did a blend here of… Facebook and Google organic, right? It’s just kind of like a screwy number that we threw in here, but whatever we spend in the month of May Would be spent here Ricky.

Josh Ramsey

We would pull that and or Tammy would be pulled here Part so you can hand this to Mary Ben or him it or whoever else if you don’t want to do the front and work That’s fine and Google search console is probably gonna have to be pulled manually But that’s only gonna be for Google organic It’s not gonna be for the other for Facebook or anything, but impressions if you did just Google organic then you’re gonna pull this from search console Right, but if you did Facebook then you’re gonna pull your impressions from Facebook and that is shown as well So you’re gonna see impressions You want to do

Ricky

Combine those or you want to add two numbers, like 5,000 from the it shows in Google Analytics and the Facebook So I kind of screwed this up little bit, but really what would happen?

Josh Ramsey

So what would happen is really you would come down here and you would have Facebook Okay, make a separate.

Josh Ramsey

Okay. So in Facebook, it would be 900 but an organic If I if I modified these numbers then

Tami

You and I would have to sit down and look at the spin Internally and our internal spend on it, but let’s leave it at 900 because I think that’s what I ballparked at so maybe it’s 800 Okay, because you have your management fees you have your admin fees and then you have your SEO dedicated work fees Internal of what we track in our margins

Tami

So whatever that number is I’ll help you figure that out But then search console if I modify this and get rid of this Facebook and just call it Google organic

Tami

And this is Facebook, then you would go in,Ricky, you would look at the impressions that we got for the ads brand.

Tami

So, let’s just say that that was 10,000, okay, problem, 10,000, then visitors, that would be engaged, we would call this something like engage traffic, whatever that metric is tracked for that, right, because you’ll have people that’ll click or engage versus the impression, so that’s your engagement track, so whatever that number is.

Tami

And in contacts, we know that we had 99 here, but if we look back at the other summary sheet in the orders, we had, this is sessions, 1000, but we don’t know the contact.

Tami

So, that’s going to be pulled from the CRM of how many contacts that Mike spoke to. You with me,Ricky, because we’ll have to pull that or have Jason and someone pull that so they can go back and watch this part of the video.

Tami

So, they’ll have to pull that here, not here. It would be in the CRM as well, but it would also be in the CRM slash Facebook and you don’t have to pull from both sources.

Tami

It just needs to be notated how you’re pulling it. So that way later on, if I go, hey, I want to change it from Facebook over to the CRM.

Tami

Okay, cool. We can do that. So, whoever does it just needs to notate. Hey, I’m going to pull this from Facebook.

Tami

Cool. change it later if I want. Right. And then made orders. I’m going to go back and pull. We didn’t get orders from Facebook, but we did from organic social.

Tami

So then Tammy, if I took this across, that’s Google search. So let’s say I do brave. If I do brave, we spent zero for the most part and less later on.

Tami

Rog and I go, hey, we got something from brave. That’s part of SEO that would be something like ducked up go, right?

Tami

So this 800 would kind of be into the brave. So Rog and I can play with that number if we won.

Tami

Then we don’t necessarily know. And well, you would know this because this would come from. You might not have impressions on that one because that’s going to be hard.

Tami

We got to look in a break. But here GA four and Shopify, you would know because it came from brave.

Tami

So in brave, we had 12, we had one order and that revenue was 11, 300. So down here when we look at say, being, this would be zero because we’re not counting anything right now, you can’t pull and you might be able to

Ricky

To go in and pull impressions from being.

Ricky

But we know visitors from being we had one, two, six, I think I’ll put that in the wrong line.

Ricky

One, two, six, But here we had 44. Because I just realized being we have. Organic and being. Paid. And we had being paid, we had zero.

Ricky

Zero. Zero. No orders. Are you following me, Tammy? least a little bit.

Tami

I’m just confused on who’s doing what on this worksheet, because…

Josh Ramsey

Well, let’s understand what has to be done, and then we can figure out who’s doing what.

Tami

Because you keep saying for Ricky, and then for me, so I’m really lost on who’s doing what.

Josh Ramsey

And I think we’ll clarify that, but for now, that’s why we’re not. But understand what we’re trying to pull.

Josh Ramsey

So,Ricky’s gonna have to pull quite a bit of this. So,Ricky, this is probably gonna land on you, very similar to what you’re having to do with with five-star.

Josh Ramsey

So it’s going to be somewhat similar there, right, but it’s slightly different. So Tammy, you may have to explain to Ricky and show him the McCarthy layout, because in McCarthy, this is what we’re using in McCarthy.

Josh Ramsey

So you have your escrow, you have your leads. So Ricky, you have access to this, but when we run this from McCarthy, Tammy, oh yeah, I know that he kind of stopped on this one.

Tami

But at the tether, several tabs down at the bottom that have more detail.

Josh Ramsey

So Ricky, when you look at this, you can see here, this is the budget for McCarthy and what he spends that we manage for him in 2020.

Josh Ramsey

And this is very similar to current. And then this is your lead set from source, and then a total appointment set.

Josh Ramsey

And then this is your total leads, but then Ricky, what it does is it comes back and it all transposes over here to overview.

Josh Ramsey

And this is his online leads, cost per lead generated, cost per lead set, total online spend for AdWords, and this is his entire company, right?

Josh Ramsey

So you can see that lead generated, cost per lead set, you can see we drove him from 203 when I started with him to 88, so we got him down to 88.

Josh Ramsey

His overall, because he spent on other stuff, was here. But his calculation, Rogan, for you to see this, this is what we would look at for Mike.

Josh Ramsey

Didn’t Mike close it or not? But McCarthy, this client, didn’t look at, he looked at his percentage set, not his percentage closing percentage.

Josh Ramsey

He considered this for marketing purposes, because his words to me were, you’re not responsible for our sales, which is true, right?

Josh Ramsey

I mean, I can coach Mike. like up whatever level. But I’m not really stepping into that world. But that’s what that percentage would be.

Josh Ramsey

So this was our spin cost for lead cost per sale. So Ricky, you can refer back to this to see where it’s at.

Josh Ramsey

But that’s going to somewhat transpose here, where why didn’t come through because I didn’t spend any here. So I’m going to take this and just call it 2.6.

Josh Ramsey

I’m going to call it 300. I’m going to call this 200. I’m going to call this 100. I’m going to switch that.

Josh Ramsey

Whatever. We’ll leave it there for now. He had zero sales cost per lead. Why didn’t that show up?

Roggen

What if we lumped organic on the one?

Josh Ramsey

That way, you know, trying to point it out money wise between Google Bing and Brave.

Roggen

That’s fine.

Josh Ramsey

So, Ricky, I don’t know how that’s going to work, Ricky, so we can come back to that, look, it’s letting it or look at it together.

Josh Ramsey

And if you can pull it together, and the reason why, Roggan, I don’t know if we can lump it together or not, is because the way it’s going to pick up, Ricky will have to figure out an API and how it plugs in for, you know, organic here, plus this, plus this.

Josh Ramsey

What if we have it?

Roggen

About in the Excel sheet, if we have the total row for, like, organic, so you can have each source split out, but then total spin.

Josh Ramsey

Well, that’s what you could do down here, right? Like then you could take this sheet and down here, you could total it out by saying equals sum, and you would take that and say, here, comma, here, comma, here.

Josh Ramsey

And that gives you that. And then you would do the same thing here equals some, and you would take here, here, here, so that would add up there.

Josh Ramsey

So whatever number we got, 2,300 here, if we can’t really pull that from brain, so it’s probably going to be zero, which is fine, but then you pull organic and let’s just say that was 3,000, so we can come back up here and just call it 5, whatever doesn’t matter.

Josh Ramsey

Then you would pull the same thing here equals some, and it would be, Tammy, you want to call it 10 or at 11, for a zoom?

Josh Ramsey

I think it’s 10, Josh. Okay, so I’ve got to jump on that. I guess it’s on the zoom. So let me figure that out.

Josh Ramsey

Rog, and we’ll get up later on.

Roggen

You can kind of see where we’re going.

Josh Ramsey

Ricky, I’ll save this and send it to you and Tammy.