Be a Profit Optimizer

Let's face it: marketing can be confusing, complicated, and drain your bank account.

Instead you need to simplify, optimize, and scale the most profitable parts of your business.

Here's what you can expect from our program: a profitable transformation from random acts of marketing to predictable sales & praises on autopilot.

Planning + Communication

After your introductory consultation including a needs analysis regarding your goals, structure, capacity, and boundaries, we will partner with you and your team to implement a custom training and application plan for simplifying, optimizing, and scaling your business. The end goal is for you to be highly efficient with your resources (time, people, and finances) and highly effective in your marketing and sales.

Optimization Consultations

We will walk with you every step of the way. Weekly Optimization Consultations will focus on your marketing planning, sales, and advertising. This includes split testing every investment for the greatest return: advertising stewardship, automation, design, landing pages, marketing campaigns, reviews, sales funnels, videos, and website. You and your team will receive recordings of the live video consultations and trainings, plus application exercises in your on-demand partner portal.

Intelligence + Management

In your Digital Marketing Intelligence platform, you'll have a weekly Site Audit ready to help you improve your SEO with practical next steps to implement along with Analytics, Ads, Call Tracking, Social, Email, and Reviews in one simply beautiful dashboard. We will use it to reflect on the past, review the present, and recommend plans to manage your digital advertising and review & reputation.

"Jo has assisted me with numerous aspects of my business, including general business coaching. She really helped me take my business to the next level. I would highly recommend her services to any small to medium size business needing training assistance or other coaching needs."
Gaylene Rogers Lonergan, Owner of Lonergan Law
“The Umbergers are amazing! Evan was pivotal in my company’s growth from 1 employee to 6 employees in one year. He helped me implement new systems and strategies and was a great asset during that chaotic season. Chelsea is uber creative and has a great eye for design and company identity and branding. Above all else the Umbergers operate with high character and integrity!”
Caleb Smith, Owner of {+} Pink Goose Media
"Jo’s distinctive ability of thinking and acting like an owner of the firm, but properly balanced with respect for any decisions that I made, is truly unique. At times, Jo has even performed as our own internal consultant utilizing her vast experience to improve our employee engagement, communications with our customers, marketing strategy, and understanding of our customers’ needs." 
Michael Crews, MBA, CFP®, CEO of Ricker Retirement Specialists

LinkedIn Recommendation

Optimize & Scale

Custom Training + Application Exercises

Subjects include but not limited to:

  • Dynamic Simplicity
  • Strategic Planning
  • Budgeting & Reporting
  • Price & Proposition
  • Ideal Audience
  • Sales/Onboarding
  • Customer Service
  • Consistent Communication
  • Continuous Improvement

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Profit Optimizer
Program Investment

Starting at

$2,000

PER MONTH

Custom Optimize & Scale Training and Application Exercises

Weekly Optimization Consultations

On-Demand Partner Portal

Digital Marketing Intelligence

 

Schedule Introductory Consultation

Starting at

$3,000

PER MONTH

Custom Optimize & Scale Training and Application Exercises

Weekly Optimization Consultations

On-Demand Partner Portal

Digital Marketing Intelligence

+

Done-With-You Services

Lead Generation Management

Review & Reputation Management

Schedule Introductory Consultation
Close

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