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Welcome +

Welcome to your interactive client portal! Click panels to expand content.

Getting Started
Portal Tips & Tricks
About Our Company +

Learn about Desert West Digital and our mission to help small businesses adopt tech.

Our Team
Our Story
Step 1: Readiness +

Preparing your business to capture leads and opportunities before investing time or money in marketing.

Why It Matters

Without proper systems in place, opportunities leak away. Leads fall through cracks, customers become confused, and your marketing efforts fail to convert.

Examples of Readiness Activities

  • Google Business Profile up to date (accurate phone, hours, reviews, photos).
  • Website has a clear Call-to-Action (CTA).
  • Contact forms and lead capture methods working correctly.
  • CRM system set up to track leads and follow-ups.
  • Automation for reminders, confirmations, or nurturing.

Bottom Line

Don't invite people to the party until your house is ready.

Checklist
Tools Overview
Step 2: Attract +

Bringing new attention, awareness, and interest to your business.

Why It Matters

No matter how exceptional your product or service is, people can't buy what they don't know exists.

Examples of Attraction Methods

  • Paid ads (Google, Facebook, Instagram, etc.).
  • Organic marketing (social media, SEO, blog posts).
  • Referral and affiliate programs.
  • Community involvement and networking.
  • Content marketing (videos, guides, how-to posts).

Bottom Line

Fill the pipeline with qualified leads.

Campaign Ideas
Marketing Tools
Step 3: Convert +

Turning interested prospects into paying customers.

Why It Matters

Leads don't pay the bills—customers do. The faster and smoother your conversion process, the more profitable your business becomes.

Examples of Conversion Tactics

  • Strong sales process (scripts, follow-ups, demos).
  • Clear and simple offers.
  • Online scheduling and easy checkout/payment options.
  • Testimonials, reviews, and case studies.
  • CRM reminders to stay on top of leads.

Bottom Line

Don't let hot leads go cold—close them.

Sales Scripts
Conversion Tools
Step 4: Retain & Upsell +

Keeping customers long-term and increasing their lifetime value.

Why It Matters

It costs 5–7x more to acquire a new customer than to keep an existing one. Sustainable growth comes from repeat business and upsells.

Examples of Retention & Upsell

  • Loyalty programs and special offers.
  • Regular check-ins and customer service follow-up.
  • Upselling premium services or add-ons.
  • Automating rebooking reminders.
  • Asking for referrals and reviews.

Bottom Line

Don't just chase new customers—grow with the ones you already have.

Loyalty Ideas
Upsell Tools
The Flow in Action +

Readiness → Attract → Convert → Retain & Upsell

Each step builds on the previous one. Skip any step, and your system breaks down. Master all four, and you create a predictable, scalable business machine.

Attract +

Learn how to attract ideal clients effectively.

Lead Generation
Marketing Channels
Convert +

Turn leads into paying clients.

Sales Scripts
Automation Tools
Build Relationships +

Keep your clients engaged and loyal for the long-term.

Follow-up Sequences
Loyalty Programs