As we head into the holiday weekend, I wanted to share something powerful that happened last week.
While prepping for a few weeks working remotely from Mexico (yesârainy 60° Mexico City beats 110° Arizona right now!), I caught a critical issue inside one of my clientâs lead systems.
Hereâs the kicker:
HubSpot was missing form submissions from returning leads and past customers.
No alerts, no follow-ups, no callsânothing.
If we hadnât layered on a second system, we never wouldâve known.
But thanks to a simple $120/mo tool (WhatConverts), we caught the issue. It tracked every single leadâcalls, forms, and return visitsâand gave us full transparency.
âĄïž Result?
We plugged a hole that was costing my client thousands per month in missed sales.
Lesson: Always have a secondary tracking system. Trustâbut verify.
Especially when youâre the one holding the bag as the agency, consultant, or CMO.
đ§ Skool Group Update (Heads Up)
Iâm also cleaning house inside this group to make your experience smoother:
- All 3 GBP courses â merging into 1 super course
- Weekend Closer â folded into the YES Method
- Legacy courses â consolidated to avoid clutter
Youâll still have full accessâjust in a cleaner format. Donât panic if you see course numbers shrink. Everythingâs being bundled for better organization.
Weâve added 500+ members in the last couple months, and I want this group to stay lean, powerful, and easy to navigateâespecially as we roll out new tools.
âïž Iâll be working mornings while in Mexico (family stuff in the afternoons), so keep an eye out for more updates and value drops.
In the meantime, ask yourself:
Where can you layer in a simple âcheck systemâ to prevent big problems before they hit?
Enjoy the weekend â stay safe, stay sharp.
â Jeff