Rachel and Marcus pull back the curtain on how Dillon Business Advisors went from zero website leads after a botched domain migration to a packed January calendar full of prospective client meetings. They trace the full lead journey — from SEO recovery and HubSpot automation to referral partner relationships and the pre-call nurturing that warms prospects before Rachel even says hello.SponsorsDiscover.AI - discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - BOSS S5E5
(00:28) - January Survival Recap
(02:18) - Sales Calls Surge
(04:18) - Rebrand Website Fallout
(08:40) - Traffic Drops to Zero
(10:38) - Audits and Vendor Lessons
(13:12) - Calendar Automation Flow
(21:03) - Nurturing Before Calls
(23:21) - Where Leads Come From
(25:31) - Tax Season Referral Tips
(26:29) - Reviews and Testimonials
(27:50) - Make Reviews Easy
(28:31) - Celebrate Team Wins
(29:43) - Track Client Case Studies
(31:40) - Lead With Results
(33:25) - Discovery Call Agenda
(36:11) - Where Leads Come From
(37:34) - Referral Partner Outreach
(40:26) - Webinars and Playbook
(42:58) - Events and Capacity
(46:31) - In Person Lead Gen
(50:33) - Final Action Steps