The steps

  1. Top of funnel: SEO + paid ads driving awareness
  2. Middle of funnel: landing page capturing leads
  3. Bottom of funnel: speed-to-lead automation + intake call
  4. Conversion: meet-and-greet + service agreement signing
  5. Retention: quarterly check-ins and worker matching
  6. Referral: ask happy participants for coordinator/family introductions
  7. Track conversion rate at every stage

Common mistakes to avoid

  • No tracking = no optimisation
  • Speed-to-lead lag kills conversion
  • No referral ask = no compounding growth