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ESTABLISH
ELEVATE
ENGAGE
WEBSITE
DETAILS

Client Clarity

I have a specific niche — a clear type of client I focus on, not “anyone who needs my service.”

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I know exactly who I want to target, and I'm willing to say no to work outside that.

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Message Clarity

I know the biggest fears and questions my ideal clients have before they ever call me.

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My website and content speak directly to those problems — not just my credentials.

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Unique Differentiator

I can clearly explain why a prospect should choose me over the firm down the street.

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My prospects could repeat that reason back to someone else

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Establish Score

Visibility with Value

My content provides real value to my ideal client — not just filling a posting calendar.

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I post consistently (3–5x/week) across my core social channels.

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My website clearly identifies who my ideal client is and speaks to their pain points.

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Amplified Reach

I run paid ads to get in front of people who don't know me yet.

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I use remarketing ads to stay in front of people who've already visited my site.

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I have at least one lead magnet or workshop actively capturing contact information

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Network

I'm actively growing my network — turning event and conference connections into LinkedIn connections.

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When someone views or engages with my profile, I connect with them.

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My social following is steadily growing, not stagnant.

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Elevate Score

Nurture

I have email marketing software in place and use it consistently

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My past clients, referral partners, and prospects are all captured in one list or CRM.

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I engage with my network's posts — not just publishing my own.

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Follow-Up

I respond quickly when someone raises their hand — a click, an open, an inquiry.

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I set aside time to personally reach out to referral partners on a consistent basis.

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I have a clear next step that turns interest into an actual sales conversation.

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Reputation

I have strong, visible reviews and case studies on my website.

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I'm consistently adding new ones — not relying on proof from years ago.

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Engage Score

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