What happens on a discovery call with LevelUp Digital?

A discovery call with LevelUp Digital is about 30 minutes, it is a working conversation rather than a pitch, and nothing gets signed on it. We ask what you are trying to grow, what you are running now, what your systems look like, and what you can spend.

What we ask

• What are you actually trying to change? More leads, better leads, shorter sales cycle, a new market. Those need different programs.
• What is running now, and what happened? Channels, spend, and whether anything is working. Including the things that failed, which are usually more informative.
• What does your stack look like? CRM, website platform, analytics, call tracking. This is where most problems actually live.
• What is the budget range? Not to price you against it. Our rates are published, so it is a fit question, not a negotiation.

What you get back on the call

A straight read on whether this is a fit, which is sometimes no. A rough shape of what a program would look like and what it would cost, using the numbers already on the rate card: ad management at 10% of spend with a $1,500 per month minimum, SEO from $1,850, social from $2,700, HubSpot work at $195 an hour. And usually one or two things you can go fix yourself this week whether or not you hire us.

What does not happen

No slide deck about our process. No artificial deadline. No contract on the call. If it is a fit, the next step is a written scope with named deliverables and the exclusions in it, and you take your time with it.

What to have ready

Your rough monthly marketing spend, the name of your CRM, admin access holders for your ad accounts and analytics if you know who they are, and a number for what a customer is worth to you. If you do not have that last one, say so. That is a real finding, not a failing.

Related: How do I get started with LevelUp Digital?, Who is a good fit for LevelUp Digital?, Can you audit our HubSpot portal?, Who we are