The TealBlue Growth Partnership

Expert marketing oversight.
From lead to customer.

We oversee how your lead sources, website, advertising, CRM and follow-up work together. Understand acquisition costs, find bottlenecks and improve the journey each month, with an expert marketer who knows your business.

Inside the Growth Partnership

One experienced partner.
Six clear responsibilities.

Expert oversight, specialist implementation and clear accountability. Without the full-time hire.

01

Marketing direction

Understand your business, map the customer journey and set a 90-day improvement plan.

90-day plan · Expert oversight
02

Campaign oversight

Manage one primary Google or Meta Ads channel, or coordinate with your existing provider under the agreed scope.

Campaign review · Budget & lead-quality oversight
03

Connected pipeline

Bring agreed lead sources, CRM stages and sales handoffs into one usable view. Keep your existing CRM where practical.

Lead sources · Ownership · Next actions
04

Follow-up & retention

Maintain agreed enquiry, appointment, estimate and customer follow-up workflows. Your team handles the sales conversations.

Tested automation · Repeat-business opportunities
05

AI & monthly improvements

Review emerging tools, find bottlenecks and implement one agreed improvement or experiment each month.

Toolkit review · Improvement log
06

Reporting & collaboration

Review cost per lead, customer acquisition cost, conversion rates and recorded revenue using available data.

Weekly update · Monthly scorecard & meeting

One business, one primary acquisition channel and an agreed pipeline. We manage the channel or coordinate with your provider as scoped. Setup, extra channels and major projects are separate; your team handles sales and records outcomes.

Review the full partnership

Have an ads agency, CRM or marketing team already?

We can coordinate their work, review performance and connect it to the sales process. We can also manage one agreed Google or Meta Ads channel when you need execution. Initial setup, major website work and complex integrations are scoped separately.

Your ongoing fee pays for the agreed marketing role and oversight. You do not have to replace effective providers or rebuild a working system.

Customer acquisition cost (CAC) compares agreed acquisition costs with new customers. We review cost per lead, conversion rates and recorded revenue as the data allows. Reliable customer outcomes and margins are needed to assess profit-based ROI; missing data is shown explicitly.

Built into the monthly partnership

Stay current.
Keep what works.

A monthly review of AI and marketing technology, focused on useful improvements and your return.

WebsitePaid adsSocial & contentCRMFollow-upReporting

Your toolkit, reviewed every month.

Evaluate tools, remove friction and test useful capabilities across your marketing. Improve one piece without rebuilding the whole system.

ChatGPTClaudeGeminiAnalytics

Examples, not endorsements or promised integrations. New subscriptions require approval.

What happens first

Understand the business.
Agree on the work. Connect it.

You may already have useful campaigns, software and contractors. We assess the agreed setup and build on what works.

01

Assessment & priorities

Understand customers, capacity and economics. Review the agreed website, campaigns, lead handling and measurement, then document a 90-day action plan.

02

Implementation & testing

Connect or configure the agreed forms, tracking, CRM stages and follow-up. Check the journey from enquiry to a recorded outcome before launch.

03

A working monthly rhythm

Your team handles sales and updates outcomes. We oversee the agreed marketing, coordinate changes and review results and technology with you.

Clarity before a larger commitment

Start with clarity.
Carry the value forward.

Keep your assessment and 90-day plan, whoever implements it.

Full roadmap fee credit toward eligible TealBlue service fees when you proceed within 60 days of delivery. Your proposal specifies the invoices.

Applied once. Excludes ad spend and third-party costs. No cash value; implementation scope is quoted separately.

See what the roadmap includes
The TealBlue growth partnership

Personal attention.
Clear terms.

Capped at 10 active management clients. Scope and availability are confirmed before we begin.

Setup, monthly terms & transparent spending
A focused start

A 60-day paid pilot establishes the system, baseline, and working rhythm. It is a starting evaluation period, not a promise of financial results within 60 days.

Flexibility after the pilot

Continue month-to-month with 30 days’ notice to end management. Your monthly management rate is protected for the first 12 months while the agreed scope stays the same.

Transparent spending

Advertising spend and management fees are separated. Direct platform billing or agency-paid advertising with an approved prepaid budget is agreed in writing. Implementation, management, and any separate third-party costs are clearly itemized in your proposal.

Two advantages included

Start with opportunity.
Grow with local protection.

INCLUDED / LEAD RECOVERY SPRINT

Give existing opportunities
a fresh next step.

Review one eligible list of unclosed enquiries, estimates or dormant opportunities. Run one approved follow-up campaign and track conversations, appointments and recorded sales for 30 days.

Your team confirms contact eligibility and handles the sales conversations.

INCLUDED / LOCAL COMPETITOR PROTECTION

Your local growth partner.
A protected territory.

We will not take on a direct competitor for your agreed primary service within a defined territory while you remain an active management client.

Availability, boundaries and existing-client exceptions are agreed in writing. Protection ends with management.

Your accounts, data, and platform access

Clear from the beginning.

Who owns my advertising accounts and business data?

You own your domain, advertising accounts, GA4 and Google Tag Manager accounts, and your customer and lead data. You grant us the access needed to manage the agreed work. Your customer records, lead history, and recorded sales outcomes are available for export when you leave.

How does the TealBlue pipeline work?

We can use your existing CRM where practical, or provide a dedicated pipeline inside the TealBlue agency platform. The aim is one usable view of agreed sources, stages, handoffs and outcomes. If our platform is used, access and hosted workflows are subscription services; TealBlue retains its reusable templates and agency software account.

What happens if I end monthly management?

Your own business accounts and CRM remain yours. We coordinate your data export and remove our management access. If you use the TealBlue agency platform, that platform access and its hosted workflows end with the applicable subscription. A platform-only subscription or migration can be scoped separately.

What if the launch falls behind schedule?

We agree on a launch checklist, target date, and the access and approvals needed from your team. If TealBlue misses that date for reasons within our control, we credit the management fee for the delayed period. The checklist, client dependencies, and credit calculation are documented in your proposal.

Does the partnership cover every marketing task?

We start with one priority service, one market, and one primary acquisition channel, plus the agreed pipeline and follow-up work. Additional channels, locations, major website rebuilds, and ongoing content production are separately scoped. You know what is included before we begin.

Discuss fit and availability ↗

Start with a free conversation

Find your next
marketing priority.

Start with a free, 20-minute Marketing Clarity Call. Talk through your current setup, the gaps you see and whether ongoing oversight, focused work or a paid roadmap makes sense. No obligation.

This is an initial conversation, not a full audit or written plan. We reply by email to arrange a time; submitting the form does not book an appointment.

Business inquiries only. Please do not include customer, patient, or other sensitive personal information.