Zoom Meeting with Pro Engineering – June 24, 2024

Summary

Meeting Purpose

Check-in and plan for a more in-depth discussion during Joshua’s drive the following day.

Key Takeaways

  • Joshua will call Ryan during his 4-hour drive the next day to discuss sales/marketing in more depth.
  • Ryan recently hired someone for account management to free up time for prospecting.
  • Metrics like search impressions and organic traffic are trending upward, but an SEO audit is planned.
  • Need to establish a better tagging/tracking system in CRM for lead status.

Topics

Sales Process and Roles

  • Ryan hired someone for account management to allow him and Trish to focus on prospecting.
  • They will share their internal workflow with Joshua for feedback.
  • Need to better define lead stages and use tagging in CRM.

Marketing Metrics

  • Search impression share on Google Ads is increasing week-over-week.
  • One conversion from Google Ads in the last 30 days when impression share hit 73%.
  • Overall organic traffic is up over 90 days, but not ranking highly yet for target keywords.
  • All metrics are trending positively, so no major changes are needed currently.

Next Steps

  • Joshua to call Ryan during the 4-hour drive the next day for a deeper marketing/sales discussion.
  • SEO audit in the next 1-2 weeks.
  • Mid-July meeting to review Google Ads.
  • Guidance on tagging/tracking leads in CRM.
  • CRM usage report.

Transcript

Josh Ramsey

Hey Ryan Hey, how’s it going? Pretty good Kind of Tomorrow, I’m going to be driving.

Ryan Labus

Do you want to try to connect tomorrow while I’m driving? Yeah, we could do that Give me your cell phone number again nine four nine five two five six five seven eight Six five what?

Josh Ramsey

Seven eight Okay All right, I’ll just put you on my list to call tomorrow on my drive So I will call you how long you gonna be driving?

Ryan Labus

For like a couple hours.

Josh Ramsey

Yeah, for total.

Ryan Labus

Okay. What time would that be? I’ll just write it down so that way around my car.

Josh Ramsey

Never take I’m leaving him between nine and 10 a.m. Central and then I land I’ll be in the car until basically like two or three in the afternoon.

Josh Ramsey

It’s like a four-hour driving.

Ryan Labus

Okay.

Josh Ramsey

So, I’m making a couple of notes. I know he said he was still traveling.

Ryan Labus

Yeah. I don’t okay.

Josh Ramsey

So, I know we’re going to talk tomorrow. Is there anything that we need to cover today outside of our chat tomorrow?

Ryan Labus

I don’t really think so. think today’s more like another kind of check in and see where we’re at with different things.

Josh Ramsey

Well, Taney’s traveling, so she has a list, but I don’t have that list because she said there was nothing major going on right now.

Josh Ramsey

So, I think let’s talk tomorrow on my drive, so I’m focused in on like I’m just staring at the highway, and let’s go through anything and everything that you want to cover then and work through that, and then we’ll circle back after that based on whatever we discuss and go from there.

Ryan Labus

That work? Okay. Yeah, that’ll work. Tomorrow’s a little bit more like the sales side of things, a marketing side of things that have some questions for you, but yeah, we’ll dig over that tomorrow.

Josh Ramsey

Well, I think I don’t remember exactly what I think part of it is is like how do to how are we segmenting sales, right?

Ryan Labus

Oh, what do you mean by segmenting much? Like exactly.

Josh Ramsey

Well, I think kind of what what I one of the things that I want to talk about was like the group slash type of sales.

Josh Ramsey

Okay. Right. And then dedicated budget. Gotcha. when we talked about we talked about new leads, then we talked about maintaining leads.

Josh Ramsey

And then we talked about pipeline.

Ryan Labus

Yeah. then remain did wind up hiring someone who’s going to be kind of like the existing customer like relationship management.

Ryan Labus

First and so we we’ve kind of defined. to her roles. I can, you know, obviously we have our own internal workflow, but maybe we can send that to you, kind of just take a look and see how we want to structure it without getting into the weeds about it.

Ryan Labus

Think, you know, you made it clear when you were kind of advising from me on what to do where it just seems like we’re at the breaking point where we can get someone who’s you know, more of an account manager, we can, that’ll allow me and Trish to just do more of like the prospecting.

Ryan Labus

And then that way, you know, we’re not tied up with one or the other. We can make just a more efficient use of our time, you know, throughout the point where we have a lot of existing customers and that just sucks a lot of time.

Ryan Labus

And, you know, existing customer leads to a sale or revenue much quicker, obviously, than a new one, but as we’re trying to grow, like, you know, so that’s why this person’s come in.

Ryan Labus

So I think that’ll help us a

Josh Ramsey

Plot once they get acclimated. OK, all right. Cool. Well, we’ll talk a little bit about that. And then anything else that pops up, we can chat about that as well.

Josh Ramsey

So I made another note on that. So you’re good. OK, let’s chat tomorrow. I’ll give you a call and try to text you ahead of time.

Ryan Labus

I’ll give you a call and we’ll go from there. OK, that’s it for today or?

Josh Ramsey

Yeah, Jamie’s out of the office right now. So anything else that was coming up, I don’t really have. And then we’re going to do like we’re waiting on ads to kind of marinate a little bit more as far as like the paid ads though.

Josh Ramsey

So cool it up real quick. OK, we had made a couple more changes. Well, was it like a week and a half ago or something?

Ryan Labus

Then and then we were waiting on that and then the other thing would be are y’all any new leads that are coming in are you logging them and tracking them in the CRM now yeah we’re adding all that into this into the CRM so like anyone we talk to or if we get like contact information from project like someone else we could potentially work with then we’re adding them and then I’m just kind of putting that under like sales qualified lead and you know setting up a task like hey we got brought together on this project from you know person A and like you know are your tags regular like are you actually tagging the same again and again and again are you just in fact going into notes or is the tag it’s more going into notes all kind of tagged by like industry and stuff like that just that way I know who like I’m talking

Ryan Labus

Talking through what type of projects they’re working on. But I don’t really have a tag as far as, like, I don’t know if we do have tags.

Ryan Labus

Have not been putting, like, lead status on the tag. I’ve been mainly going by, like, the pipeline, like, sales qualified means, like, you know, just working on talking with them, as opposed, like, like, I don’t have, like, warm lead, you know, gold lead, like, type of thing in, like, as a tag.

Ryan Labus

Like, if I just Google a company, I’m like, oh, they’d be a perfect fit. And then it’s completely cold.

Ryan Labus

Then I don’t have a tag for that as opposed to, like, um, you know, like a referral or like a lead that, like someone gave us, like, Hey, Ryan, you could, you should, you know, help this person out, give them a call and see what they’re working on.

Ryan Labus

Those are different approaches obviously.

Josh Ramsey

Yeah. Well, we’re, we’re waiting. You’ve had one conversion in the last 30 days that came in on June 18.

Josh Ramsey

So you’ve had one conversion, but our search impression share has grown week by week. So you were around 52%, then 57, then 67, 73.

Josh Ramsey

So it’s gone up and when you got up to 73%, that’s when you had your conversion, 64 to 7.

Ryan Labus

Under your web form leads.

Josh Ramsey

You’re saying? This is under Google Ads.

Ryan Labus

Pay that. Okay. How does that show on the, like what pipeline does that show up on, and the CRM, it should be web form, right?

Ryan Labus

Or is it, that could be anyone who’s called the company, because I’ve got new calls and then, and stuff like that.

Josh Ramsey

I don’t know if the data is a, well, part of it is three to four PM was your lead that came in on Tuesday the 18th in between three to fours when it came in.

Josh Ramsey

I’d have to go back. I can see if it was a call, but your analytics have been going up as well.

Ryan Labus

So right now, yeah, I feel like I think our organic has gone up too, because I am just keeping track of who’s a new client, but I definitely got so.

Ryan Labus

So am I losing you or are using those for those or like referral, but I definitely just gotten like what?

Josh Ramsey

I couldn’t hear you there for a minute.

Ryan Labus

I heard part of it when I couldn’t know my line to you.

Josh Ramsey

No, I couldn’t hear you.

Ryan Labus

Sorry.

Josh Ramsey

Can you hear me now? Yeah.

Ryan Labus

Okay. I was saying we’ve got some new leads. He’s on new clients like they have engaged with us and like they sign a contract like we got a sale You know several of those have been referral, I have just gotten some calls from people to directly to my spell As and then you know through the website or like called build the office line Meaning they just found us like probably organically through Google search I’m pulling up a couple things and look at But I have to manually enter those Be Someone calls the zoom phone number Like that which is like the quote-unquote office, you know like and they just only in my name’s John of a project Equisey, and then I I’ll have to manually enter that into the CRM.

Ryan Labus

It’s only coming into the CRM if we If they fill out that quote request form on the website, so

Ryan Labus

I think our organic is up for sure, just based on what you’ve been doing, you know. Yeah, my computer’s a little blip.

Ryan Labus

I manually entered them because if they didn’t fill out the form.

Josh Ramsey

Trish, can you hear me?

Trish Edora

I can hear you.

Josh Ramsey

Is Ryan breaking up for you or am I breaking up?

Trish Edora

And you’re not rough. Is it a little bit breaking up? Yours is okay, Joel.

Josh Ramsey

Okay. Um, yeah, I mean, so, so the traction is, is gaining. Meaning, um, pulling stuff from one more thing here.

Josh Ramsey

So, yeah, 90 days over 90 days were up 10 percent, which isn’t plastic, but it’s enough to be to be good.

Josh Ramsey

So 90 days over 90 days, we’re up and then as far as like keywords, we’re we’re not up in the top 10, according to SEMrush, but we are gaining momentum in 11 through 20, and in 21 through 50, and then a little bit in the 51 to 100.

Josh Ramsey

So on the back end, we’re gaining not a ton, but we’re gaining a little bit. So I’ll make a note, the Tammy and Ricky to get an SEO overview audit.

Josh Ramsey

So I’ll do an FCO overview audit on that and we’ll see kind of where we land there, but that’s, but everything I mean all the metrics and then as far as like ad words goes everything is trading up so right now we don’t really want to change too much we need that trend to continue and not make changes at this point.

Josh Ramsey

So that’s that’s kind of where we’re at on all of that. So every every metric looks up, but I’m going to do an SEO audit here in the next week or two, and then in mid July, we’ll want to sit down and look at.

Josh Ramsey

Look at ad words a little bit closer and kind of see if we want to increase it and then I’m going to have someone send you tag updates of how to tackle tag leads.

Josh Ramsey

And then I’ll have another report of CRM. So I’ll get that done as well, and then we’ll read you that.

Ryan Labus

Sounds good.

Josh Ramsey

All right, I will catch you all later on tomorrow.

Ryan Labus

Okay, cool.

Josh Ramsey

Sounds good. Bye.

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