Client Portal · Ongoing Services
Ongoing & Next-Month Services
The three-month campaign builds the foundation: the new website, tracking, SEO groundwork, content and a full first round of outreach. This section shows what continues month to month after that, so the momentum keeps building. Choose the services you’d like to continue; each one can be added, paused or adjusted at any time.
At a glance
- Everything here is optional and month to month.
- Third-party costs are listed separately, so you see exactly what goes to outside platforms.
- One monthly report covers every active service in this portal.
- Recommended core: website care, SEO, local SEO and reviews, and content.
1. Recommended Core Services
| Service | What’s included each month | Monthly investment |
|---|---|---|
| Website Care | Hosting, security monitoring, backups, updates, uptime checks and small content changes | [$ ___ /mo] |
| SEO | Rank tracking, technical health checks, page improvements, new pages from the second wave, and link building | [$ ___ /mo] |
| Local SEO & Reviews | Weekly posts on both Google profiles, photo updates, listing maintenance, review requests and responses | [$ ___ /mo] |
| Content Marketing | Two articles a month, FAQ updates, and one new lead magnet per quarter | [$ ___ /mo] |
2. Growth Services
| Service | What’s included each month | Monthly investment |
|---|---|---|
| Social Media | Two posts a week on LinkedIn and Facebook/Instagram, automatic sharing to X, custom graphics | [$ ___ /mo] |
| Email Marketing | The monthly Collections Alert, automated sequences, list care and reporting | [$ ___ /mo] |
| LinkedIn Lead Generation | Targeted outreach from your team member’s profile, follow-up and appointment setting | [$ ___ /mo] |
| Business Mailer Tracking | New QR codes and landing pages for each mailing, segment reporting | [$ ___ /mo] |
| Search & Social Advertising Management | Campaign management, ad creative, landing pages, testing and reporting (ad spend separate) | [$ ___ /mo] |
3. Per-Project Services
| Service | What’s included | Investment |
|---|---|---|
| Press Release | Writing, national distribution, editor pitches, promotion and a results report | [$ ___ per release] |
| Short Video Explainer | Script, narration, visuals and social versions | [$ ___ per video] |
| New Landing Page or Lead Magnet | Design, copy, form and follow-up emails | [$ ___ each] |
4. Third-Party Costs
These are paid to outside platforms, at cost, and are separate from the services above.
| Item | What it’s for | Estimated cost |
|---|---|---|
| Tracking and email platform | Visitor tracking, the Collections Alert, automated emails and the team lookup | [$ ___ /mo] |
| Ad spend | Paid directly to Google and Meta, set by you | Your monthly budget |
| Listing and review tools | Directory management and review monitoring for both offices | [$ ___ /mo] |
| Press release distribution | National news distribution for each release | [$ ___ per release] |
5. How It Works
- Terms for ongoing services are confirmed with you before they begin.
- Each month’s work is listed in this portal before it starts, and reported when it’s done.
- You can add, pause or adjust any service with a comment on this page.
Ready to approve?
Choose Approve, Pause or Cancel below, and tell us in the comments which services you’d like to continue.