CRM Insights Growth Experts

Quarterly marketing update · Q2 2026

Audit, build, distribute.

1 Apr – 29 Jun 2026. We diagnosed the site, rebuilt it, and kept CRM Insights visible through newsletters, paid tests, and daily LinkedIn.

Meeting: Tue 30 Jun 2026, 11:00 UK ← Back to directory Basecamp project ↗
Foundation

Full-site SEO/GEO audit, FirstFound handoff, Zint Diamond questionnaire complete.

Build

New consulting-first static site on staging — close to production launch.

Distribute

3 newsletters sent, Google Ads to ScoreApp tested, Don posted daily on LinkedIn.

Projects

Foundation first, then the rebuild it informed, then distribution channels.

Project 1 Complete

SEO/GEO audit & vendor transition

Full-site audit + FirstFound handoff laid the groundwork — everything after this builds on it.

  • 84-URL SEO/GEO audit completed 28 Apr
  • FirstFound Feb/Mar report closed 21 Apr; 3 newsletter blogs handed over
  • Wizard Systems domains purchased; IA recommendations fed the rebuild

In meeting: Brief walkthrough of audit scope and key IA findings before opening staging.

Full audit Live site

"The audit told us what to cut, fix, and restructure — so we rebuilt."

Project 3 3 sent in Q2

Newsletter programme

Monthly "1 challenge · 2 tips" nurture in Don's voice; scorecard CTA every issue.

MonthThemeSent
AprSingle source of truth30 Apr
MayOnboarding new users28 May
JunPipeline honesty25 Jun
  • Quarterly DocuSign CRM integrations — planned for this quarterly (Up Next)
  • July draft ready: data entry automation (PCR Biosystems anchor)
Basecamp — Quarterly newsletter Scorecard (CTA)
Project 4 Launched & tested

Google Ads — ScoreApp test

Launched and ran the CRM Consulting campaign (13 May – 23 Jun). Traffic landed on ScoreApp — the data tells us why we're changing route in Q3.

Executive summary
We proved we can drive paid search traffic — nearly 3,000 clicks at a workable CPC — but sending cold mobile visitors straight into a multi-step scorecard produced heavy drop-off and weak lead volume (9 completed assessments from ~3,000 ScoreApp visitors). A few genuine leads did come through, which validates demand, but the funnel isn't fit for paid search as the primary destination.

With the new site live we can spin up well-designed, keyword-matched service landing pages on mobile in days. Q3 plan: run ads to those pages instead of ScoreApp, and keep the scorecard as a qualification tool and LinkedIn lead generator where intent is already warmer.

Google Ads · 16 Apr – 29 Jun

£797Total spend
2,865Clicks
89.6kImpressions
3.2%CTR
82%Clicks on mobile
Top keywords (by spend)ClicksCTR
sales management software2341.1%
marketing crm1436.6%
crm system1343.4%
crm consulting services4911.2%
crm consultant uk356.3%
  • Strategy built, CRM Consulting campaign launched and paused with a full data set
  • Demand signal confirmed — clicks and a handful of real leads — but ScoreApp isn't the right paid destination
  • Q3: keyword-matched service LPs on the new site; ScoreApp stays for qualification + LinkedIn
CRM Health Score Basecamp — Google Ads strategy
Project 5 Daily · ~30 days

Don LinkedIn — CTA Everyday

Posted on Don's profile every day for the last month using the CTA Everyday strategy — consistent organic reach without ad spend.

  • Daily posting rhythm maintained through June
  • Complements monthly newsletters + case study LinkedIn posts
  • LinkedIn analytics tool in triage to scale what's working
Don on LinkedIn Basecamp — LinkedIn tool
Project 6 Questionnaire complete

Zint (marketing tool)

Don completed the Diamond questionnaire (4 May) — unlocks the next phase of Zint, the marketing tool we've been building with CRM Insights.

  • Diamond questionnaire completed and card closed on Basecamp
  • Discuss next milestone and what Zint enables in the meeting
Basecamp — Diamond questionnaire
Project 7 If time

Content & partnerships

Andre blog hub started; Sales Brain + Sales Velocity partnerships queued post-MVP.

  • Andre Kershaw — first article received; revisit end Jul
  • Sales Brain (Tim Davies) and Sales Velocity — Up Next on board
Basecamp — Andre blog series Basecamp project board

Q3 preview

What comes after sign-off on the new site.

PriorityProjectTarget
1Website → production launchEarly Jul
2Google Ads → service landing pagesTest lead gen beyond ScoreApp
3DocuSign quarterly seriesClose the loop — newsletter, blog, and lead gen funnel as one connected campaign
4GoldMine update portal (Dave)Promote Dave's GoldMine upgrade portal to the legacy GoldMine base
5July newsletter — data entry automationMid Jul
6Zint — next phase post-DiamondTBC with Don
7Andre blog hub + drip emailsFrom Aug
8LinkedIn analytics toolScale CTA Everyday learnings