Show notes
Rachel and Marcus pull back the curtain on how Dillon Business Advisors went from zero website leads after a botched domain migration to a packed January calendar full of prospective client meetings. They trace the full lead journey — from SEO recovery and HubSpot automation to referral partner relationships and the pre-call nurturing that warms prospects before Rachel even says hello.SponsorsDiscover.AI - discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - BOSS S5E5(00:28) - January Survival Recap(02:18) - Sales Calls Surge(04:18) - Rebrand Website Fallout(08:40) - Traffic Drops to Zero(10:38) - Audits and Vendor Lessons(13:12) - Calendar Automation Flow(19:59) - Nurturing Before Calls(22:17) - Where Leads Come From(24:27) - Tax Season Referral Tips(25:25) - Reviews and Testimonials(26:46) - Make Reviews Easy(27:27) - Celebrate Team Wins(28:39) - Track Client Case Studies(30:36) - Lead With Results(32:21) - Discovery Call Agenda(35:07) - Where Leads Come From(36:30) - Referral Partner Outreach(39:22) - Webinars and Playbook(41:54) - Events and Capacity(45:27) - In Person Lead Gen(49:29) - Final Action Steps