Rachel and Marcus pull back the curtain on how Dillon Business Advisors went from zero website leads after a botched domain migration to a packed January calendar full of prospective client meetings. They trace the full lead journey — from SEO recovery and HubSpot automation to referral partner relationships and the pre-call nurturing that warms prospects before Rachel even says hello.

Sponsors
Discover.AI -  discover.ai 

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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• (00:00 ) - BOSS S5E5


• (00:28 ) - January Survival Recap


• (02:18 ) - Sales Calls Surge


• (04:18 ) - Rebrand Website Fallout


• (08:40 ) - Traffic Drops to Zero


• (10:38 ) - Audits and Vendor Lessons


• (13:12 ) - Calendar Automation Flow


• (21:03 ) - Nurturing Before Calls


• (23:21 ) - Where Leads Come From


• (25:31 ) - Tax Season Referral Tips


• (26:29 ) - Reviews and Testimonials


• (27:50 ) - Make Reviews Easy


• (28:31 ) - Celebrate Team Wins


• (29:43 ) - Track Client Case Studies


• (31:40 ) - Lead With Results


• (33:25 ) - Discovery Call Agenda


• (36:11 ) - Where Leads Come From


• (37:34 ) - Referral Partner Outreach


• (40:26 ) - Webinars and Playbook


• (42:58 ) - Events and Capacity


• (46:31 ) - In Person Lead Gen


• (50:33 ) - Final Action Steps