Five Legacy Solutions

Five Legacy Solutions · Built around your business

Free marketing audit.
A clearer path to growth.

A personalized analytical breakdown of your marketing: what's working, where you're losing opportunities, and what to focus on next to attract, convert and keep more customers.

Get my free marketing audit →

Free. Personalized. No obligation to buy a package.

Your marketing, in perspective

Clarity before you spend.

What's working

Understand the strengths you can build on instead of starting from scratch.

What's holding you back

See the gaps in visibility, conversion and follow-up that could be costing you customers.

What to do next

Get a prioritized list of recommendations tailored to your business and goals.

What we look at

We look at how your marketing works together, not just individual tactics. The breakdown connects each finding to a practical next step.

Branding

How clearly your brand communicates who you help and why customers should choose you.

What we review
  • Clear positioning statement
  • Defined ideal customer profile
  • Unique value proposition
  • Brand voice guide
  • Logo and visual identity kit
  • Consistent handles on all platforms
  • Founder/personal brand presence
  • Brand origin story
  • Professional photo and video library
  • Written brand guidelines
  • Testimonial and case study library
  • Offer ladder (low, mid, high ticket)

Website & conversion

Where visitors lose interest, and what could turn more visits into inquiries and booked work.

What we review
  • Mobile-first, fast-loading site
  • Clear headline and CTA above the fold
  • One primary CTA per page
  • Dedicated landing page per offer
  • Online booking/scheduling
  • Click-to-call and click-to-text
  • Live chat or AI chatbot
  • Trust signals (reviews, badges, guarantees)
  • Transparent or "starting at" pricing
  • FAQ page
  • Accessibility (WCAG) compliance
  • Privacy policy and cookie consent

SEO & AI search

How customers discover you through Google, local search and AI answers.

What we review
  • Fully optimized Google Business Profile
  • Consistent name/address/phone citations
  • Review generation system
  • Service and location pages
  • Schema markup
  • Answer-engine optimization (ChatGPT, Perplexity, AI Overviews)
  • Pillar content/blog
  • Backlinks and local PR
  • Google Search Console + Bing Webmaster Tools
  • Regular content refresh schedule

Organic social & followers

Whether your content reaches the right audience and creates meaningful interest.

What we review
  • Focus on 2–3 platforms where the audience is
  • Short-form video (Reels, TikTok, Shorts)
  • Defined content pillars
  • Content calendar
  • Batch content creation workflow
  • Strong hooks in the first 3 seconds
  • Captions/subtitles on all video
  • UGC and customer reposts
  • Creator/brand collaborations
  • LinkedIn presence (especially B2B)
  • Daily engagement routine (comments, DMs)
  • Repurposing system (1 video → many posts)
  • Link-in-bio hub
  • Owned community (group, Discord, Skool)

Lead generation

Which channels attract qualified prospects and where new opportunities may exist.

What we review
  • Lead magnet (guide, checklist, template)
  • Opt-in forms and popups
  • Quiz or assessment funnel
  • Free consult or audit offer
  • Paid ads test budget (Meta/Google)
  • Tracking pixels + Conversions API
  • Referral program
  • Referral partners/strategic alliances
  • Outbound system (email, LinkedIn)
  • Webinars, workshops, live events
  • Local networking/chamber involvement
  • Google Local Services Ads (if eligible)

Funnels & follow-up

What happens after someone shows interest, from the first reply to the final sale.

What we review
  • Mapped customer journey
  • Low-ticket "tripwire" offer
  • Welcome email sequence
  • Nurture sequence
  • Abandoned cart/booking follow-up
  • SMS marketing with compliant opt-in
  • Regular newsletter
  • List segmentation and tagging
  • Speed-to-lead (reply within 5 minutes)
  • Missed-call text-back
  • Upsell/cross-sell sequences
  • Win-back campaigns

Calls to action

How clearly you guide potential customers toward their next step.

What we review
  • Specific, action-based CTA copy
  • Honest urgency or scarcity
  • CTA on every post and video
  • Risk-reversal guarantee
  • Multiple ways to contact
  • A/B testing CTAs

Recurring revenue

Opportunities to retain customers, encourage repeat business and build predictable revenue.

What we review
  • Memberships or subscriptions
  • Retainer packages
  • Maintenance/service plans
  • Prepaid bundles
  • Loyalty program
  • Automated rebooking reminders
  • Structured client onboarding
  • Customer success check-ins
  • Annual contracts with incentives
  • Seasonal promotion calendar

Systems, data & AI

How your tools, tracking and reporting support better marketing decisions.

What we review
  • CRM
  • Marketing automation platform
  • AI tools for content and support
  • GA4 with conversion tracking
  • KPI dashboard (CAC, LTV, conversion, churn)
  • UTM tracking on all links
  • Call tracking
  • Documented SOPs
  • Monthly performance reporting
  • Competitor monitoring
  • Channel budget allocation
  • Quarterly strategy review

Know where you stand.
See where you can grow.

Get your free marketing audit →Call (404) 862-2742