Our approach
Diagnose. Implement. Improve. Always in that order.
Nothing gets built before it gets diagnosed, and nothing gets scaled before it gets measured. Three phases, seven steps, and something you can open and read at the end of each one.
Why the order matters
Building first is what produces a good-looking website that doesn’t bring in customers. We measure what you already have before we change any of it.
Three phases
What each phase is for, and what you receive.
Phase 1 · steps Diagnose + Design
Diagnose
We look before we build. A structured review of how customers find you, how inquiries are handled, and what your marketing is actually returning — then a plan sequenced around your capacity.
What you receive
- A written assessment of your marketing, lead follow-up, and reporting
- A prioritized 30/60/90-day plan with the fixes in order
- An agreed set of numbers we will report against
Phase 2 · steps Build + Launch
Implement
We build and launch what the plan calls for — website, tracking, CRM configuration, follow-up sequences, and the first campaigns — in the order that pays back fastest.
What you receive
- The foundation the plan specified, built or repaired and in your name
- Follow-up and tracking configured during onboarding, then verified together
- The first campaign live, with a named person accountable for it
Phase 3 · steps Measure + Optimize + Scale
Improve
Once the work is live, we report on it honestly, fix what the numbers say to fix, and grow the parts that are paying back — on a standing monthly cadence.
What you receive
- A monthly report and review conversation on the numbers we agreed to
- Ongoing fixes to pages, offers, follow-up, and spend based on what the data shows
- An updated plan as the business grows into its next stage
Seven steps
The detail under each phase.
Click through the line. Each step lists what we do and what lands in your hands.
Step 1 of 7 · Diagnose
Find out what's actually costing you customers.
Before anything gets built or launched, we review your business across 13 categories covering digital presence, lead flow, sales process, reputation, and retention. This is where we find the real leaks, not the obvious ones.
What we do
- Score digital presence, lead flow, sales process, reputation, and retention across 13 categories
- Pull and reconcile whatever data already exists — analytics, CRM, call tracking, ad accounts — flagging what's missing
- Talk with your team about how inquiries actually get handled today, not how the org chart says they should
- Map your current funnel end to end and identify the specific stages where customers leak out
What you get
- Growth Score across 13 categories
- Revenue-leak map by funnel stage
- Data-gap inventory (what's tracked, what isn't)
Step 2 of 7 · Design
Build the plan around your capacity, not a template.
The diagnostic tells us where the leaks are. Design turns that into a sequenced roadmap — which fixes come first, what channel mix fits your team's capacity, and what the whole system looks like once it's built. Nothing gets built before the plan is agreed.
What we do
- Sequence fixes by payback speed and effort, not by what's easiest to sell
- Size the channel mix to your realistic team and scheduling capacity
- Set the KPI stack the plan will be measured against
- Review the roadmap with you before anything moves to build
What you get
- 30/60/90-day growth roadmap
- Channel and budget allocation plan
- Agreed KPI stack and reporting cadence
Step 3 of 7 · Build
Build the foundation the whole system runs on.
This is where the website, CRM, tracking, and content foundation actually get built or rebuilt — the infrastructure everything else depends on. We build it once, correctly, rather than patching a broken foundation later.
What we do
- Design and build the website (or a targeted rebuild) around your services and service area
- Configure the CRM and lead-routing rules around your real sales process
- Configure call tracking, form tracking, and conversion tracking on every page and campaign
- Produce the initial content set — service pages, FAQs, trust signals — needed to launch
What you get
- Live, mobile-first website in your name
- Configured CRM with lead routing
- Tracking configured end to end and verified with you
Step 4 of 7 · Launch
Turn on the channels, in the right order.
Campaigns go live in the sequence the roadmap defined — usually the highest-confidence, fastest-payback channel first, so early results fund and validate the rest of the plan instead of everything launching at once and diluting the budget.
What we do
- Launch the first-priority channel (often local search, search ads, or social) with tracking already in place
- Set up follow-up sequences (email/SMS) so early inquiries get worked promptly
- Turn on review-request and reputation flows from the start, not after volume ramps
- Confirm every lead source is flowing correctly into the CRM before scaling spend
What you get
- First campaign live with attribution configured
- Follow-up sequences configured and tested
- Lead flow from click to CRM record verified with you
Step 5 of 7 · Measure
See what's actually working, honestly.
Once campaigns are live, the reporting starts telling the real story — cost per new customer by channel, not impressions and clicks. If a number isn't trustworthy yet because a data source isn't connected, the report says so instead of hiding it.
What we do
- Track cost per new customer, close rate, and revenue by channel in one report
- Hold a monthly review conversation, not just a PDF drop
- Flag any metric still running on partial data with a clear status label
- Compare actual results against the roadmap's plan-to-actual targets
What you get
- Monthly performance report
- Monthly review conversation
- Plan-to-actual variance tracking
Step 6 of 7 · Optimize
Fix what the data says to fix.
With real numbers in hand, we tighten what's working and cut what isn't — a form that's leaking conversions, an ad set with a rising cost per lead, a follow-up sequence with a weak reply rate. Optimization is continuous, not a once-a-year overhaul.
What we do
- Run structured A/B tests on pages, offers, and creative instead of guessing
- Reallocate budget toward the channels producing the lowest cost per new customer
- Tighten lead-response and follow-up workflows where response-time data shows a gap
- Refresh underperforming content and creative on a defined cadence
What you get
- A/B test results and implemented winners
- Reallocated channel budget
- Updated KPI trendlines month over month
Step 7 of 7 · Scale
Grow the parts of the system that are paying back.
Once a channel or campaign proves out at a healthy cost per new customer, scale means expanding it deliberately — more budget, more service areas, more capacity to match — never outrunning what your team can actually deliver.
What we do
- Expand proven campaigns into new service areas or additional services
- Increase budget on channels with demonstrated, sustained payback
- Layer in adjacent services (reactivation, fractional leadership) once the core system is stable
- Re-run the diagnostic periodically as the business grows into a new stage
What you get
- Expanded service-area or service-line coverage
- Updated growth roadmap for the next stage
- Refreshed diagnostic score
Showing step 1 of 7: Diagnose
The cadence
You should be able to tell what we did last month without asking.
Our standard practice on every engagement. The specifics are set in your plan.
- Monthly
- A performance report on the numbers we agreed to — cost per new customer, response time, close rate, and return on spend — followed by a review conversation.
- Quarterly
- A plan review — what we are doubling down on, what we are stopping, and the priorities for the next season.
- Always
- One named strategist who owns your engagement, identified at kickoff.
Straight answers
Before you commit
A single-channel engagement — ads, or SEO, or social — rarely has visibility into your sales process or whether the inquiries it generates become customers. Terramand starts with a review of your whole funnel, ties every recommendation to cost per new customer, and builds the channel mix around what your team can actually deliver. One team is accountable for the marketing, the follow-up, and the reporting together.
It depends on where you are starting and which fixes come first. Some things — inquiry response time, review requests, a broken form — can show movement within weeks. Competitive local search rankings or a full sales-process overhaul typically take a few months to show their full effect. We give you a realistic, category-by-category timeline in the diagnostic rather than a single number that is true for nobody.
No. What we can do is show you a modeled range based on your diagnostic data, build a roadmap tied to specific, trackable numbers, and report honestly on what is actually happening month over month — including when something isn't working as expected.
We review your business across 13 categories — digital presence, lead flow, sales process, reputation, retention, and more — using whatever data already exists (analytics, CRM, call tracking) plus a short conversation with your team about how inquiries actually get handled day to day. You get a written assessment with category scores, a map of where customers are falling out of your funnel, and a prioritized roadmap. It is a standalone deliverable, not a sales pitch disguised as an audit.
The diagnostic is a standalone assessment and roadmap — you get the report and the plan regardless of what you do next. A full engagement is us building and running that plan with you: the website, the CRM configuration, the campaigns, the follow-up, the monthly reporting, and the ongoing improvement. Some clients take the diagnostic and hand it to an internal team; most choose to have us build and run it, but that is entirely up to you.
Phase one starts with a conversation
Request a strategy session.
A person replies within one business day. We review your public website and listings before the call, then spend thirty minutes on what we found. No obligation.
A thirty-minute conversation with a person. No obligation.
