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:
Logo uploaded
Business description written
High-quality photos added
Client reviews requested and posted
Review the Mastering Inquiry Call Conversions guide for effective follow-up.
Log all lead activity in Zoho (calls, texts, emails).
Review Zoho dashboards for lead and aggregate performance tracking.
Tag 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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