Service
SMB Modernization Sprint
Post-acquisition marketing modernization for acquired SMBs
For operators who acquired or inherited a business built on customer acquisition methods that no longer work the way they used to. A practical modernization plan with a 90-day execution path.
Who is it for
Acquisition entrepreneurs, local operators, and traditional business owners who have real customers and real operational value, but whose website, search presence, reviews, social profiles, email list, or referral system no longer match how customers make decisions.
Deliverables
What's included
- Modernization assessment
- Acquisition-to-growth roadmap
- Distribution strategy and trust-building plan
- Website and local search recommendations
- Email and customer list strategy
- Review and reputation infrastructure
- Content and social systems adapted to operating bandwidth
- Search and local SEO infrastructure (site structure, schema markup, keyword strategy, and content architecture designed to compound organic search visibility)
- CRM implementation and customer data organization
- Attribution framework (understanding which channels are actually driving new customers)
- Decision framework (documented criteria for when to adjust tactics, reallocate resources, or expand to new channels)
Process
How the engagement works
Step through each phase of the engagement to understand what happens, when, and what you receive.
Interactive Process Walkthrough
Business & Market Diagnosis
We assess your current digital footprint, local competitive position, review health, and conversion infrastructure across all touchpoints.
Step 1 of 4
Phase 01: Business & Market Diagnosis
Audit current customer acquisition infrastructure. - Website quality, structure, and local SEO assessment - Google Business Profile completeness and optimization audit - Review presence and velocity analysis across platforms (Google, Yelp, industry-specific) - Local directory and citation consistency check - Social presence evaluation - Competitor digital footprint mapping
Phase 02: Quick Wins (Days 1–30)
Identify quick wins and structural priorities. - Google Business Profile optimization (photos, services, posts, Q&A) - Review generation system launch (request workflows, response templates) - Website CTA, form, and conversion improvements - Basic lead capture and email list setup - Local directory and citation cleanup
Phase 03: System Building (Days 30–60)
Sequence the first 90 days. - CRM implementation and customer data organization - Email list foundation and first nurture sequence - Social media presence setup and initial content system - Local SEO infrastructure (schema markup, keyword strategy, content architecture) - Basic retargeting and attribution configuration
Phase 04: Define the ongoing operating rhythm
Build or brief foundational upgrades; document what's running and what needs ongoing operation.
FAQ
Frequently asked questions
- Do you set up a CRM?
- Yes, for most SMB modernization engagements. Getting customer data organized and actionable is one of the highest-leverage quick wins. We implement a CRM system, import existing customer data, and connect it to your distribution channels — so you can track leads, manage relationships, and understand where customers are actually coming from.
- Is this only for recently acquired businesses?
- No. The SMB Modernization Sprint works for any business running on customer acquisition systems that predate the modern discovery landscape — whether you acquired it last month, inherited it from a family member, or have owned it for years and recognize that the way customers find businesses has changed.
- What if I don't have time to be involved?
- The sprint is designed to require minimal operator time. We do the diagnostic work, present findings and recommendations, execute quick wins directly, and build the infrastructure. Your involvement is primarily approvals, access provisioning, and a few brief check-ins. If you want ongoing hands-off operation after the sprint, the Content & Distribution Operations retainer is designed for exactly that.
- How does this connect to ongoing support?
- The sprint ends with a 90-Day Results Report and a Continuity Plan that documents everything built, what's running, and what needs ongoing operation. Many clients transition into a Content & Distribution Operations retainer to keep the system running — but the sprint deliverables are designed to stand alone. The continuity plan makes it clear what can be operated internally and what benefits from ongoing support.