Quarterly marketing update · Q3 2026

Live, polish, start winning non-brand.

1 Jul – 10 Sep 2026. The consultancy site is on production, Form Fill Automation is live, and the first non-brand pillar is up. Search still clicks brand and ignores the rest. Q4 is how we change that.

Meeting: Thu 10 Sep 2026 ← Back to directory Basecamp project ↗

Live

crminsights.co.uk on production. Why Hire pillar live. formfillautomation.com on production.

Nurture

July and August 1-2 issues. DocuSign quarterly in final proof next week.

Q4 setup

Pillars plus lead magnets, Everyday CTA and company LinkedIn, Reddit as the cheap traffic test.

Projects

Q2 was audit and rebuild. Q3 was getting it live, keeping the 1-2 cadence, and opening a second front with Form Fill.

Project 1 On production

Website live and polish

Consulting-first site went live in early July. The rest of the quarter was traffic-readiness, not a second rebuild.

Workbooks-compatible forms and newsletter signup in the hero
Site search, consent-gated GA4 and Microsoft Clarity
301s and hub hygiene, Fluicer restored, Refer Us and Support polish
Workbooks hygiene iframe for client dashboards
Smart Forms article retitled Form Fill Automation (SEO slug kept)

Live site

“The site is live. The gap is non-brand search. Why Hire is the first page built for that.”

Project 2 Live

Why Hire a CRM Consultant

First pillar article aimed at the consultant queries Google already shows us, with almost nobody clicking.

Live at /start/why-hire-a-crm-consultant/
Built for queries already on page 1-ish with zero or near-zero CTR: independent CRM consultants UK, UK CRM consultants, where do I start with CRM
This is the start of a Start / Improve / Optimise pillar programme, not a one-off blog

Why Hire (live) Lead gen playbook

Project 3 Live on formfillautomation.com

Form Fill Automation

The door-opener product now has a live marketing site. Q4 is filling the beta, not redesigning the page again.

formfillautomation.com is live: Stop chasing forms. Get clean CRM data automatically.
Don signed off the look on 26 Aug. Demo host anycrm.formfillautomation.com stays intact.
Consultancy blog renamed to Form Fill Automation (same URL for search)

formfillautomation.com Thought-leadership article

Project 4 July + August sent

Newsletter programme

Monthly 1 challenge · 2 tips held. Quarterly DocuSign is in final proof, not stuck.

Issue	Theme	Status
July	Data entry / new site live	Sent (30 Jul / credited 3 Aug)
August	Migration from spreadsheets	Approved 26 Aug, sent
Quarterly	DocuSign CRM integrations + refer-us	Nearly ready. Proof next week. Potential send Thu 17 Sep
September	Sales / marketing alignment	Draft. Send 24 Sep

20 Everyday CTA posts on Don’s profile, 29 Jul–24 Aug (16 scorecard, 4 newsletter)
Aimfox network expansion still running: 1,575 connection requests, 437 accepts, no follow-up messages yet

July archive Basecamp — DocuSign quarterly Don on LinkedIn

GoldMine upgrade landing page is still on staging. Not this meeting’s centrepiece.

What the numbers say

1 Jul – 9/10 Sep 2026. Brand is healthy. Non-brand is the opportunity. Why Hire and the pillar programme are how we take it.

Search Console Web search

Demand exists. Clicks do not.

Cutover did not tank branded search. It also did not create non-branded clicks. That is the Q4 organic job.

Source: Google Search Console export · 1 Jul–9 Sep 2026 · Search type Web

258Clicks

43.3kImpressions

0.60%CTR

20.6Avg position

182UK clicks

	Clicks	Impressions	CTR
Brand (crm insights and close variants)	96	636	15%
Non-brand	21	27,346	0.08%

“crm insights” alone is 96 of 258 clicks. Consultant queries already show (independent CRM consultants UK at position 5.4, UK CRM consultants at 5.6) with zero or one click. Implementation is page 4–5 with zero clicks. The consultants service page has 1,334 impressions and 1 click at position 34.7.

Biggest CTR leak on the site: 5 common CRM mistakes, 9,981 impressions, 9 clicks, 0.09% CTR, position 9.4. That is a title and meta job, not another article. Why Hire is live so those page-one consultant queries finally have a page worth clicking.

UK CTR 0.93% vs US 0.08% on 15.7k US impressions. Optimise for the UK. Ignore US bloat.
Jul 124 clicks / Aug 104. Position worsened (16.5 → 24.8) while CTR ticked up. No degradation of brand. No lift of non-brand.

Microsoft Clarity On-site

People arrive, then leave

Source: Clarity dashboard · 1 Jul–10 Sep 2026. 22% of sessions flagged as bots. Quote human behaviour, not raw totals, when it matters.

712Sessions (159 bots)

641Unique users

1.17Pages / session

47%Avg scroll

73sActive time

6.9sLCP (too slow)

Contact us is the strongest on-site event (30 sessions, 4.2%). Form submit 9. Subscribe 2.
Google referred 127 sessions. LinkedIn referred 9. Everyday CTA in Q3 did not move site traffic.
Top pages: Home 258, Team 91, Contact 53. The homepage has to convert; people do not walk the site.
WordPress leftovers still throwing JS errors (wp is not defined, tcb_front). staging12 is still in the Clarity project.

Aimfox Network, no ask yet

437 new connections, zero messages

Source: Aimfox campaign export · 10 Sep 2026. Active campaign: CRM Insights May ’26 Network Expansion.

1,575Connection requests sent

437Accepted (~28%)

1,592Profile views

0Follow-up messages

The graph grew. Nobody was asked to take a scorecard, join the beta, or read Why Hire. That ask waits until Form Fill capture is a real form, then we use it.

Form Fill beta

Don’s July brief: Oversubscribed, not “launch a SaaS and outspend Jotform.” The live page is the asset. Q4 is distribution plus scarcity mechanics.

Door-opener Page live · beta not yet

Founding 50, Workbooks and Dynamics

Kill the PDF → print → scan → rekey loop. Half a day to onboard, free. Shape the product. If we do not have your CRM yet, you wait. That wait is the scarcity.

Offer (Don, 16 Jul)
Register interest. Half a day of CRM Insights time to onboard, free. Help pick the features that get built next. £2,000 saving language for buyers and BJP partners (not a public price list). Cap at 50 (or 100: lock it in this meeting). Eligible CRMs: Workbooks and Dynamics first. When the cap fills: waitlist. Success metric: how fast the 50 fill. That tells us whether to throw more resource.

Swap mailto for a real form (name, email, company, CRM, worst form). Other CRM → waitlist, not a fake yes.
Visible remaining spots on the live domain.
Don origin clip (Taylor scripts; Don records). One 60-second send-and-prefill product clip, not a five-minute film.
Fill via newsletter, Don LinkedIn, the 437 Aimfox accepts, Workbooks iframe, then a small Reddit test once signups track.

Live product page

Q4: how we grow

Three layers. Pillars for non-brand search. Lead magnets on Don and the company page. Reddit as the cheap paid layer. Google Ads only if budget is left.

Layer 1 Why Hire already live

Pillars for non-brand search

Google already shows us consultant queries. We now have a page. Next is a Start / Improve / Optimise pillar programme so those impressions become clicks, and AI has something to cite.

Why Hire is the first spoke. Flesh out the rest against the playbook clusters: consultants, implementation, platform / legacy.
Week-1 hygiene: rewrite title and meta on 5 common CRM mistakes and the consultants service page. CTR, not more words.
Implementation is not winnable from position 50 with another blog. That cluster needs a service spoke plus, if we pay, a landing page.

Lead gen playbook

Layer 2 Marketing focus

Lead magnets, Everyday CTA, company page

Q3 Everyday CTA did not send traffic (9 LinkedIn sessions in Clarity). Q4 points Don’s profile at the magnets, and we finally run the company page as well.

Assets from the playbook: Do you need a consultant, Excel vs CRM, hidden costs, buyer’s guide, 20 Questions. Health Score stays the hub CTA. Do not rebuild ScoreApp.
Don’s profile: Everyday CTA mix shifts toward those magnets (and Form Fill beta where it fits), not 80% scorecard forever.
Company LinkedIn: a real cadence, same assets, company voice. Strangers from Reddit and Google should land on a brand that looks alive.

Layer 3 · paid Cheapest traffic we have evidence for

Reddit ads

If we want cheap traffic, legitimacy, and on-site actions, Reddit is the cheapest paid channel we have proof for. Much cheaper than Google Ads. Google only if budget remains.

Flowgear learning (GE, not CRM Insights spend)
About $1,000 spend (mostly South Africa in that test): ~1.1 million impressions, ~8,300 clicks, about $0.12 per click. MAX campaign: many creatives and headlines; Reddit mixes them and keeps winners. Memes (and some simple icons) drove the highest impressions and click rates.

Flowgear’s headache was tracking across app.flowgear (people leave the domain). CRM Insights would not have that. We own the landing page. Conversion can fire on a form, scorecard start, or Form Fill beta signup.

Flowgear Reddit · indicative

~$1kSpend

1.1MImpressions

8,300Clicks

$0.12Cost per click

Taylor has CRM-related subreddits already: CRM pain, Dynamics, Workbooks, forms / automation, integration. Native audiences, not keyword auctions.
British humour and pain memes fit Don’s voice. Quirky LP (not the homepage, not ScoreApp as the ad destination).
Destinations: Why Hire, a magnet LP, or Form Fill beta once the form tracks. Job is sessions, scroll, and actions, not a £10k CRM sale from the first click.
Clarity shows ~712 sessions a quarter including bots. Pillars need more people on the site if they are going to learn. Reddit is how we buy that volume without Google CPCs.

Sequence Q4 board

What we do, in order

#	Work	Why
1	DocuSign quarterly proof next week, send Thu 17 Sep if signed off	Partner and refer-us cadence
2	Form Fill real form + cap on the live domain	Without capture, Reddit and Aimfox have nowhere to convert
3	Title / meta on 5 common CRM mistakes + consultants service page	10k impressions already. CTR job.
4	Pillars + magnets from the playbook; Everyday CTA + company LinkedIn	Non-brand search and a distribution rhythm
5	Reddit UK test to Why Hire / magnet / beta	Cheapest way to buy traffic and on-site actions
6	Google Ads consultant / implementation LPs only if budget left	High intent later. Not ScoreApp.
7	Sep 24 monthly 1-2; GoldMine LP when signed off; Aimfox ask after Form Fill form exists	Keep nurture. Do not let leftovers eat the growth work.

Leave with Decisions

Six asks

DocuSign quarterly: proof next week, send Thursday 17 September if signed off.
Reddit: small UK test. Google only if budget left.
Everyday CTA plus company LinkedIn: magnets and Why Hire as default destinations.
Form Fill: cap 50 or 100, and a real form this month.
Don origin video: Taylor scripts, Don records before end of September.
Aimfox: message the 437 once Form Fill capture works.