Digital Growth Strategy Builder v4

🏢 Partner Group Setup

Select your partner group to load brand settings, or configure manually below.

Select Partner Group

Partner / Agency Name

Partner Website

Partner Tagline

Brand Colors

Primary #1db8c2

Secondary #1e3a5f

Accent #f5a623

Partner Logo

Partner Logo
Click to upload

PNG or SVG recommended
Will appear on all slides

📋 Presentation Details

Client Business Name

Client Website

Client Industry

Primary Market

Presentation Date

Presentation Time

Presenter Name

Presenter Email

Client Logo

Client Logo
Click to upload

PNG recommended
Will appear on cover slide

📊 ROI & Lead Cost Analysis

Auto-populated from your CNA. Adjust proposed budget to model different investment scenarios.

Gross annual sales

Average ticket / transaction

Closing rate (%)

Current digital budget (monthly)

Proposed digital budget (monthly)

📐 Current State — The Math

Transactions / yr

—

Leads needed / yr

—

Annual digital spend

—

Cost per lead

—

Enter your CNA numbers above to generate the analysis.

📈 Lift Model — Proposed Investment

Additional spend / yr

—

Additional leads

—

Additional transactions

—

Additional revenue—

New projected total revenue—

Return on incremental investment —

🔍 Digital Audit & Competitive Research

Website

GBP / Reviews

SEO Rankings

SEM

Social

Competitors

Mobile-Friendly?

Page Speed (1–10)

SSL / HTTPS

Has Contact Form?

Has Analytics?

Overall Grade

Website Notes

GBP Claimed?

Star Rating

Total Review Count

Reviews Last 90 Days

Owner Response Rate

Overall GBP Grade

GBP Notes

Domain Authority (1–100)

Backlink Count (approx)

Local Pack Appearing?

Overall SEO Grade

Keyword Rankings (auto-populated from profit centers)

Keyword	Client Rank	Comp 1	Comp 2	Comp 3

Running Google Ads?

Est. Monthly Ad Spend

Overall SEM Grade

SEM Notes

Facebook Page?

FB Follower Count

Last FB Post

Instagram?

Running Social Ads?

Overall Social Grade

Social Notes

Research pulls competitive insights using AI. Enter competitor info in Step 1 first.

🎯 Select Recommended Tactics

Select the tactics you're recommending. Amber cards = client already uses this — consider upgrade or retention messaging.

💰 Pricing & Contract Terms

Minimum contract: 6 months for most products. CPM/CPC products require minimum monthly spend. All contracts are non-cancellable and non-refundable.

Tactic	Type	Monthly Spend	Contract (mo)	Setup Fee	+OVT	Monthly Total	Contract Total
Grand Total						—	—

📋 Investment Summary

🖼 Deck Preview

📤 Export

📊

Excel Workbook

IO + 12-month campaign grid + Budget + CNA

📑

PowerPoint Deck

Full CFDigital-style presentation

📄

Print / PDF

Open in new tab → Ctrl+P → Save as PDF

👤 Salesperson Info

🏢 Company Information

👥 Audience Profile

💡 Profit Centers / Keywords

🥊 Top Competitors

🌐 Website & Digital Status

🎯 Business Goals

🏢 Partner Group Setup

📋 Presentation Details

📊 ROI & Lead Cost Analysis

📐 Current State — The Math

📈 Lift Model — Proposed Investment

🔍 Digital Audit & Competitive Research

🎯 Select Recommended Tactics

💰 Pricing & Contract Terms

📋 Investment Summary

🖼 Deck Preview

📤 Export