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title: Meeting Preparation - e9digital (Tuesday, May 13) date: {{date}} tags: []

Meeting Preparation - e9digital (Tuesday, May 13)

Meeting Info

  • Date/Time: Tuesday, May 13 at 8:30 AM EST
  • Client: Conrad Strabone
  • Company: e9digital

Goals

  • Understand scope of the GHL + WordPress implementation
  • Learn about their internal workflow and team structure
  • Position self as adaptable, fast-learning, and cost-effective

Strategic Talking Points

  • Ask: “What internal systems (if any) do you already have in place?”
  • Ask: “Are there team members already working on CRM/data/marketing?”
  • Ask: “Do you see this as a one-time setup or ongoing management?”
  • Offer: “I’m open to working at a lower rate during onboarding while I master your specific stack and workflow.”
  • Highlight: Familiar with GHL and WordPress, and can ramp up quickly on reporting/automation features

Notes

  • Research GHL’s affiliate tracking/commission tools before meeting
  • Prepare examples of CRM pipelines and metrics dashboards
  • Be ready to discuss drip campaigns, lead scoring, and cost reporting