Resources

Resources

This section provides the key tools and checklists to help you need to set up and manage aggregator platforms effectively. Use these resources to ensure you’re building strong profiles, maintaining consistent follow-up, and tracking performance accurately.

Profile Setup Checklist

Use the Profile Setup Kit to ensure every aggregator profile is complete and optimized:
uncheckedLogo uploaded
uncheckedBusiness description written
uncheckedHigh-quality photos added
uncheckedClient reviews requested and posted

Performance Management Checklist

  • uncheckedReview the Mastering Inquiry Call Conversions guide for effective follow-up.
  • uncheckedLog all lead activity in Zoho (calls, texts, emails).
  • uncheckedReview Zoho dashboards for lead and aggregate performance tracking.
  • uncheckedTag referral sources in WellSky for accurate revenue attribution.

Lead Aggregator Playbooks

Refer to individual platform playbooks for detailed setup and operating guidelines:

Caring.com - Lead Aggregator Playbook

A Place For Mom - Lead Aggregator Playbook

Bark - Lead Aggregator Playbook

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