Module 1
Discovery and Baseline
This lesson creates a clear picture of your business today. You will gather links and access, define audiences and goals, capture baseline metrics, and leave with a simple roadmap for the next eight weeks.
Module Objectives
Audit your current presence, define goals and audience, record a measurable baseline, and set priorities for fast wins.
Audit Your Presence
- List every active platform, website, Google Business Profile, Facebook, Instagram, email, analytics.
- Confirm access and current ownership for each asset.
- Note strengths, gaps, and quick wins to address next.
Define Goals and Audience
- Pick your top three outcomes for the next 90 days, leads, bookings, sales.
- Document primary customer segments and triggers to buy.
- Convert each outcome into a simple KPI with a target.
Record Baseline Metrics
- Website sessions, leads per week, conversion rate.
- GBP calls, direction requests, reviews and rating.
- IG and FB followers, reach, engagement, link clicks.
Lesson Steps, complete these in order
Step 1, Inventory and Access
Paste links and confirm access for each asset.
Step 2, Customer Segments and Pain Points
Step 3, Goals and KPIs
Step 4, Baseline Metrics
Step 5, Budget and Capacity
Step 6, Prioritize Actions
Step 7, Export Baseline Report
What Value This Brings to Your Business
Clarity
You will see all channels and numbers in one place, with goals that match your stage and budget.
Prioritization
You avoid busy work and start with the actions that move the needle.
Confidence
With a baseline, you will know if things are working, and you will know what to change.