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Promotive Client Onboarding

Success Standards

The businesses that get the best results usually stay engaged, communicate consistently, and commit to improving the systems behind the business long term. These standards exist to help create stronger visibility, better follow-up, healthier operations, and more predictable growth moving forward.

What Great Clients Usually Do

The strongest results usually come from clients who stay engaged and committed to improving the business consistently over time. Great Promotive clients typically:

Respond to new leads in under an 15-minutes
Answer 85% of incoming calls
Keep LeadSpree (CRM) updated accurately
Upload project photos and videos every month
Request Google reviews after every completed job
Communicate changes or issues early
Attend scheduled calls on time every month
Provide honest feedback and updates
Stay open to coaching and improvement
Follow through on agreed action items

1. Lead Response Standards

Answer 85% of incoming calls
Contact new leads in under an hour
Follow up on estimates for at least 14-days
Update lead status accurately inside LeadSpree
Notify our team if lead quality or close rates drop significantly

2. Media Upload Standards

Upload new project photos every month
Upload before & after photos
Upload team, jobsite, and completed project photos
Upload videos of projects, processes, or customer experiences

3. Review Standards

Request Google reviews consistently after completed jobs
Notify our team about missing or removed reviews
Maintain professional communication throughout the customer experience
Share positive customer feedback and testimonials with our team

4. Growth Partnership Standards

Stay open to feedback, coaching, and improvement
Communicate openly and honestly with our team
Follow through on agreed action items consistently
Stay committed to long-term growth, not quick fixes
Approach the partnership with accountability on both sides