Here’s the audit we complete internally when you request to cancel our service.

The goal is to generate $87,000 in additional revenue within 12 months, which is a 10x ROI on our fee.

There are various ways to measure this. However, the best way is to ask your client, “Can you tell me the story of how you came to your decision to us instead of our competitors?”

You want to hear they watched your videos, saw you on social media, and received your emails/postcards.

We investigate 22 key results drivers internally to see if we did everything right. We then give you a full report within 30 days after cancellation, and keep it on file.

Here’s what we audit pass/fail with a note on why...

1. Did the client get an update every week with what’s going on?
2. Did we meet at least monthly to discuss strategy?
3. Were the strategy calls / video shoots high quality (based on internal recording review)?
4. Are their videos worth watching (helpful, educational, and hold attention)?
5. Do they come across as relatable and competent in their videos?
6. Do their video scripts follow the recommended 6-step structure?
7. Is their database growing (i.e. getting updated) at least once a month?
8. Is their domain healthy with Google Postmaster?
9. Is their email account fully authenticated?
10. Have two videos a month been sent out with healthy click-through rates?
11. Did their monthly lead generation message go out and generate leads?
12. Did the client get those leads and click-throughs to call for appointments?
13. Did all their social media get updated for every video?
14. Did we run a new retargeting ad with their best video every month?
15. Did we retarget their latest email list, website visitors, and page engagements?
16. Did we get a video postcard out every month to their top 150 contacts?
17. Is their database growing (i.e. getting updated) at least once a month?
18. Have we suppressed anyone who hasn’t opened an email in 6 months?
19. Are their video emails optimized to the proper template?
20. Is their video blog optimized for their message, brand and CTAs?
21. Is their YouTube Channel optimized for their message, brand, and CTAs?
22. Is their messaging clear to the problem they solve and what they are selling?

We schedule a meeting with everyone responsible for your account to discuss what we could have done better and send you honest recommendations.

Here is our customer feedback survey:

1. Service Consistency & Turnover - A high turnover of marketing reps is frustrating. Clients want consistency and better onboarding for new coaches.

2. Video & Content Quality - Videos often lack optimization, clear titles, and good editing. Clients want better content and SEO for more engagement.

3. Communication & Timeliness - Delays in content and scripts. Clients want content delivered on time and more consistent communication.

4. Marketing Results & ROI - Getting enough leads or ROI. Clearer results are needed to show value.

5. Email Performance - Low email open rates (around 6%) are a concern. Clients want better strategies to boost engagement.

6. Content Relevance - Content feels repetitive and not tailored to clients’ specific markets. Fresh, unique content is desired.

7. Customer Service - Some clients are happy with their reps, while others feel the coaching is not personalized or is scared to be honest with them

8. Cost vs Value - Some feel the service is expensive for the value received, especially without clear results.

9. Overall Satisfaction - Clients are generally happy but want improvements in consistency, quality, communication, and results.