Success Manager Playbook
Active Marketing Clients
1. Job Description:
a. Success Manager Role - your goal is the “success” of your client. What
does this mean? It means your client is making money (more than what
they invested) from all of your (and your teams) work.
i. Generate - $2M in Sales from our efforts MINIMUM
ii. Dominate - $4M in Sales from our efforts MINIMUM
iii. Omni Presence $6M in Sales from our efforts MINIMUM
b. Project Manager Role - meeting the standardized “checklist” in
Monday(.)cm. Depending on the client’s program (generate/ dominate /
omnipresence). The implementation of the “Digital Transformation”
process and the documentation of everything implemented in the Client’s
board in Monday(.)com
2. Responsibilities:
a. Your goal is to manage $30k in recurring revenue per month. The total
amount of your clients “monthly payments” should add up to $30k per
month.
b. Each one of your clients should be tracked from the day of their
onboarding to before the end of their contract with a HUGE sense of
urgency to generate them a R.O.I. (Return on Investment). This means if
they are investing a certain amount in that time period (Agency, ad spend,
CRM, etc) we need to make sure they make a minimum of 2x return
before the end of their contract
c. We need to keep full communication with clients. No email should go more
than 2 full business days without being responded
d. Everything in your client’s checklist should be done (correctly & efficiently),
communicated to the client (clearly and concisely) in a timely manner, and
should be constantly updated in the client’s “Monday Board” weekly
(Friday Reports).
e.
3. Parts of the Wheel:
a. Pre-Wheel (Stage 0) - Onboarding
b. 1. Niche
i. Meeting - Present Keyword Research data to Client
c. 2. Infrastructure
i. Pro Website
ii.
d. 3. Traffic Flow
i. Landing Pages - From Keyword Research meeting
e. 4. User Experience (U/X)
i. Marketing landing pages (anything where $ is being spent)
ii. Boost Box(es)
iii. Tripwire(s)
f. 5. Conversion Strategy
i. Lead Capture
1. Forced Registration (MAIN ONE)
a. 1st Property
2. Property Form
3. Building Form
4. Contact Us
5. Buyer/Seller Forms
6. Custom Forms
7. Download Guides (buyer, seller, invest, reports, etc)
g. 6. Return & Nurture
i. Action Plans (FUB)
ii. Property Alerts (IDXBoost)
h. 7. Trust & Authority
i. Google Display (Google Ads)
1. Responsive
2. Banners
ii. YouTube (Videos) (Google Ads)
1. Feed
iii. META (META Ads)
1. Instagram
a. Reels
b. Feed
c. Stories
2. Facebook
a. Reels
b. Feed
c. Stories
i. 8. Connect & Follow Up
i. Meeting - Basic 101 CRM Training
ii. Meeting - Marketing CRM Training
iii. Meeting - Sales CRM Training
j. 9. Offline Data Optimization
i. Offline Data - Follow Up Boss “Deals” Section
4. KPI’s:
a. “Deals” section in Follow Up Boss.
i. Closed Transactions
ii. Under Contract
iii. Showing Properties
iv. Speaking to Leads
v. Engaged Leads - website/email
b. NEW Leads
i. 1 a day
ii. 30 per month (per $1000)
c. Returning Leads (Engaged leads)
i. Making sure leads are engaging with the website
5. Daily Tasks:
a. Inside Client’s Follow Up Boss making notes and checking on client’s
leads. Doing a bit of research
b. Delegating the other “8” stages of the wheel to the team/client so that KPIs
are being met for all departments
c. Preventing “bottlenecks” - assess and troubleshoot where the client is
getting “stuck
d. “Setup” client as quickly as possible to optimize the account to get client
actual sales
e. Follow “standard” checklist and procedure
f. Making sure no client email goes unanswered for more than 2 business
days
6. Weekly Report
a. Client Status
i. Success Manager KPIs
1. Deals section - 6 columns
ii. Project Manager KPIs
1. Checklist
2. Customer Service (Quality)
7. Softwares
a. For Clients:
i. Follow Up Boss (Client’s)
b. Internal (TREM Group - Communication):
i. Follow Up Boss (TREM)
ii. Slack
iii. Monday(.)com
iv. Backoffice
