Our Process
From first conversation to steady growth — here’s exactly how we make it happen.
At SquareUp
We follow a structured and collaborative process to ensure the successful delivery of exceptional digital products. Our process combines industry best practices, creative thinking, and a client-centric approach.
01
Discovery Call
We start with a short, focused conversation to understand your business, your goals, and the challenges holding you back. This ensures we’re building a plan tailored to your unique situation.
02
Market & Competitor Research
Before we launch anything, we dig deep into your market and competitors. We identify your ideal customer, where they spend time online, and how to position you as the clear choice.
03
Offer & Strategy Development
We help craft or refine your offer so it’s irresistible to your audience. Then, we outline a step-by-step marketing plan that aligns with your revenue goals.
04
Campaign Setup
From ad creative to landing pages, tracking, and integrations — we handle every detail so your campaigns are ready to capture high-quality leads from day one.
05
Lead Nurturing System Setup
We activate Athena AI — your automated follow-up system that engages leads instantly, increases response rates, and books appointments without you lifting a finger.
06
Campaign Launch
Your ads go live, SEO strategies start rolling out, and your lead generation system begins working for you. We closely monitor performance from the start to ensure a strong launch.
07
Optimization & Scaling
We analyze results, lower your cost per lead, and fine-tune campaigns to scale what’s working. Our goal is to get you more clients for less money over time.
08
Ongoing Reporting & Support
You’ll always know exactly how your campaigns are performing with clear monthly reports and regular check-ins. We’re here to answer questions and adjust strategies as your business grows.