System Set Up & Development Notes

GOALS

20 People to pay me 10 each for business consulting services.

HOW TO FIND THEM:

I'm going to seek clients from the following areas and then market to them via video and use opportunities to follow up

social media

indeed, zip recruiter, monster

government contracts

HOW TO MANAGE THEM:

LEAD AUTOMATION WORKFLOW

QR CODE FROM BANNER, EVENTS & IN PERSON

-they scan the code,

-they go to a short input form

-they get a confirmation response that tells them to go to the site to the page with the video, it asks them for a quick conversation

-it waits for a response for 24 hours

-then it asks again, then waits

-then says to the person "i have not heard from you so I guess your not interested" I will send you some email about how to use tech in your business

-it stops as soon as they reply at any time

HIT THE SITE "TELL US" PAGE

-they fill out the form on the site

-we give them a thank you automation text

-we ask them if they are available for a quick free phone chat for goals

-wait for answer

-it waits for a response for 24 hours

-then it asks again, then waits

-then says to the person "i have not heard from you so I guess your not interested" I will send you some email about how to use tech in your business

-it stops as soon as they reply at any time

CONTACT US

-fills out the contact us lead form

-get a confirmation email that says we will follow up and sends our website

-sends me a text to 2027605397 to respond

LEADS FROM JOSEI SITE

-hits the lead form from Joseis site for salon spa or general business info

LEADS FROM INDEED OR MONSTER

LEADS FROM PODCAST

LEADS FROM SOCIAL MEDIA/MANYCHAT STYLE

-social media posts come from the social planner (FB and IG)

-lead is offered a free guide or something

-lead offers a key word

-the system direct messages the lead in the inbox

REFERRAL LEADS:

-phone conversation questions

-send them to the website to do the questions

-take a quick pre qualifying phone call (what they are doing. what I do elevator pitch , what to expect, how it works, presentation)

-close for presentation (user experience or other)

-presentation

-big plan with payment

-big plan questioneer

-

OUR DESCRIPTION:

LorettaLancaster.com is a technology driven business consultancy

Service is our #1 priority.Small business, minority owned, woman owned.

Providing Business Technology & Strategic Planning, Project Development, Training, Set Up & Personalized Support.

Maryland (CSB) Certified Small Business-SB26-098815, SBA-Certified Economically Disadvantaged Women-Owned (EDWOSB), SBA-Certified Women-Owned (WOSB), Certified Prince Georges County Based Small Business(CBSC) #CBSB-26-1725

We offer:

Marketing, Custom Software, Automations, CRM, Social Media, Ad's, Sales Training, Websites, Funnels,

Digital Marketing, Software Development, Project Management, Organizational Structure, Business Operations, UI, UX,

Strategic Direction, Technology Systems, Selling Online, Workflows, Lead Collection, Text & Email Marketing, E-Commerce, Business Infrastructure, Event Management,

AI (all kinds), Automated Calendars, Go HighLevel, GHL, Business Logic, Sales, Sales Training, Graphics, Videos, SaaS, Online Employee Handbook, SEO, Marketing Software, Promotional Items, Advertising Materials, Educational Materials, Executive Training, & more.

SHORT VERSION:

Loretta Lancaster is a Business Consultant that specializes in Sales Strategy, Websites, Ecommerce, Custom Software, Social Media Content & Ad's for Sales

HOW TO BRING IN A NEW POTENTIAL GOVERNMENT CONTRACT

-Make a folder & give it the name of the procurement id along with a nickname ex. FSU-P27-02 frostburg planning

-Make a screen shot of the email or place that you found it and put in folder you made

-download the RFP and addendums and put them in the folder

-Move the email to the folder that says "contracts in play"

-Put the due date on the calendar

-Read the RFP and put notes on a text file. put that in the folder

-what they want

-how its scored

-the key things that they are scoring

-what things they want in the proposal

-Put the details for the potential contracts in "opportunities" in GHL

-Start writing

-Move and check the status from opportunities

TAG CONVENTIONS:

-all contacts are part of a group

-then input form is called "input______"

Tags for Gov contracts:

Tags for service providers

Tags for people that came in via social media

LINKING SCHEMA FOR SEO:

<script type="application/ld+json">

{

"@context": "https://schema.org/",

"@type": "Person",

"name": "Loretta Lancaster",

"jobTitle": "Loretta Lancaster is a Business Consultant that specializes in Sales Strategy, Websites, Ecommerce, Custom Software, Social Media Content & Ad's for Sales",

"url": "https://www.lorettalancaster.com",

"sameAs": [

"https://https://www.linkedin.com/in/loretta-lancaster-52931897/",

"https://www.facebook.com/people/LorettaLancastercom-Business-Consultant/61588325819992/",

"https://www.youtube.com/@LorettaLancaster",

"https://www.youtube.com/@JustAskLoretta",

"https://www.instagram.com/justaskloretta/",

"https://www.instagram.com/thatsloretta/",

"https://www.tiktok.com/@lorettalancaster.com",

"https://www.facebook.com/loretta.lancaster.16",

"https://www.pinterest.com/loretta8238//",

"https://salonspasystem.com/"

]

}

</script>

COLOR TAG ON TOP OF PHONE:

<meta name="theme-color" content="#YOUR_HEX_CODE">

Put this in the head tag of your website. may not work on ios

NO RIGHT CLICK ON THE PAGE:

<script>

document.addEventListener('contextmenu', function(e) {

e.preventDefault();

});

</script>

LINKS TO STUFF:

link to access several parts of the SBA

https://legacy.sba.gov/secure/login

link to capability statement SBA

https://certifications.sba.gov/capabilities/JSZST2H4RM23

link for sam.gov

https://sam.gov/opportunities

link for sba certifications

https://certifications.sba.gov/

link for emma

https://emma.maryland.gov/page.aspx/en/usr/login?ReturnUrl=%2Fpage.aspx%2Fen%2Fbuy%2Fhomepage

AI whiteboard

https://video.golpoai.com/

Maryland Certification Management

https://marylandmdbe.gob2g.com/?TN=marylandmdbe

Prince Georges County Certification Management

B2G Vendor ID (VID): 21831540

https://mypgc.diversitycompliance.com/?TN=mypgc

Montgomery County Portal

https://azex32.montgomerycountymd.gov/cvrs/Vendors/Details/56658

ID NUMBERS FOR EVERYTHING:

OUR KEYWORDS

e-commerce, graphics, Consultants, text & email software, Business consultant, Business consultancy, Business technology, strategic planning, project management, project development, training, data migration, software support, help desk support, custom software, Automations, CRM, Social media, Sales, , advertising, advertisements, websites, text marketing, email marketing, all in one software, centralized software system, marketing, graphics, Information technology, strategic planning

FEDERAL TAX ID #

99-3210729

NAICS:

PRIMARY: 541613

541890, 541870, 541511, 541611, 541810, 541613, 541430, 541990, 541512, 541519, 561110, 561920, 611430, 611710, 541618, 711510, 812990, 541860

PSCs: 7510, R604, R431, U009, U008, R799, T099, R708, R701, R699, R425, R408, DA01, R499

DUNS NUMBER:

11-928-3209

CAGE:22TZ2

22TZ2

UEI: JSZST2H4RM23

MARYLAND CERTIFICATION AND COMPLIANCE/ PRINCE GEORGES COUNTY VENDOR COMPLIANCE

B2G Vendor ID (VID): 21831540

CURRENT CERTIFICATIONS:

Certified Maryland Small Business (CSB), (SBP),(SBR) #SB26-098815 RENEWS 9-1-2029 EVERY 3 YEARS

SBA-Certified Economically Disadvantaged Women-Owned (EDWOSB),Renews 9-1-2029 EVERY 3 YEARS

SBA-Certified Women-Owned (WOSB),Renews 9-1-2029 EVERY 3 YEARS

Certified Prince Georges County Based Small Business(CBSC) #CBSB-26-1725 Renews 9-1-2029 EVERY 3 YEARS

CERTIFICATIONS COMING SOON:

Prince Georges County Based Minority Business Enterprise(CB-MBE)-in progress

Maryland Minority Business Enterprise(MBE)-in progress Renews annually

Maryland Small Business Enterprise (SBE)-in progress Renews with MBE

SBA-8(a)Business Development-in process

Montgomery County Portal

https://azex32.montgomerycountymd.gov/cvrs/Vendors/Details/56658

Vendor name: LorettaLancaster LLC

CVRS ID MCG56658

PASSING FIELD DATA:

PASSWORD ENCODE A PAGE:

<script>

(function(){

var correctPassword = "PASSWORD HERE"; // This is the password

var userPassword = prompt("Please enter the correct password:");

if (userPassword !== correctPassword) {

document.body.innerHTML = "<h2 style='text-align:center; margin-top:50px;'>Access Denied</h2>";

}

})();

</script>

HOW TO HIDE A PAGE:

In SEO section:

robots

noindex

For the whole site:

<meta name="googlebot" content="noindex">

FIELD & CUSTOM FIELD ORGANIZATION:

-Fields must come from the right place-contacts, opportunities or organization/company

-Fields in Contacts is for the individual person (one to one)

-Fields in Opportunities are about the specific proposal details (many opportunities to person)

-Fields in Company or Organization many (1 to many opportunities & people)

-You can only add ONE OBJECT (opportunities or company) to a form to go along with any ONE CONTACT on a form

-Custom fields are added based on the object

-In GHL there is CONTACTS & two objects-opportunities and company/organization