Our process

Get started with Clardy: what to expect.

Whether you pick one service or all four, the process is the same: tight, transparent, and built so you always know what happens next.

Outdoor living project completed for a client

Three steps to get started

Before you commit to anything.

01

Get in touch

Book a time or send an email. Tell us roughly where you’re stuck — that’s enough to start.

02

Intro call

Twenty relaxed minutes. Your goals, your numbers, and whether we’re the right fit. No slide deck.

03

Strategy meeting + proposal

A written plan with measurable outcomes and a price. You decide from there, with no pressure either way.

Once you’re on board

What the first 90 days look like.

Including roughly how much of your time each step actually takes, because that’s the part nobody tells you up front.

Month 1

Onboarding call

1 hour of your time

Grab a coffee, meet the person who’ll actually run your account, and get the boring setup done — logins, access, billing.

  • Meet your account lead
  • Agree what ‘working’ looks like
  • Hand over access, not passwords in an email

Kick-off workshop

1–2 hours of your time

We want to know your company and the customers you serve, so we can build around them instead of guessing. It’s a workshop — you don’t need all the answers.

  • Your ideal customer
  • What sets you apart
  • Key services & revenue mix
  • Service area targeting
  • Brand and design direction

Strategy presentation

1 hour of your time

After a couple of weeks of research and account setup, we walk you through the plan, align on expectations, and set targets.

  • The purpose and value of each service
  • The tools and strategy we’ll use
  • Content calendar (SEO clients)
  • Ad account structure (PPC clients)
  • Homepage direction (web clients)
Month 2

Services go live

~30 minutes of your time

We won’t need much from you here — just a thumbs up that test calls and forms are coming through.

  • Tracking verified end to end
  • Content live on your site
  • Campaigns switched on
  • Baseline numbers recorded

Website design presentation

1 hour of your time

Web clients see the design before a line of it is built out, so changes are cheap and nothing is a surprise at launch.

  • Homepage and key templates
  • Two rounds of revisions included
  • Sign-off before build
Month 3 and beyond

Monthly reporting rhythm

30 minutes a month

Plain-English reporting tied to leads and booked jobs, not impressions. You get a live dashboard you can open any time.

  • What shipped, what it cost, what it produced
  • Live dashboard access
  • Bi-weekly strategy calls on Authority and up

Adapt and scale

Ongoing

Once something works, we pour fuel on it. New channels, new creative, new service areas.

  • Double down on what converts
  • Cut what doesn’t
  • Expand into new channels or locations

The short version

Four moves, on repeat.

01

Audit

We dig into the numbers, the tracking, the funnel. No assumptions, no recycled decks.

02

Strategy

A clear plan with measurable outcomes. You’ll know what we’re doing and why.

03

Execute

Campaigns, creative, code — built fast and tuned weekly. You’re in the loop, never in the dark.

04

Scale

Once it’s working, we pour fuel on it. New channels, new creative, new growth.

Get started

Ready to start?

Book a free 15-minute session and we’ll map out step one.

No pitch · No pressure · Straight to strategy

Book a call