5D: a practical action at every stage
Define scope, responsibilities and reviews around your industry, city, locations and team capabilities.
- Set Stage Objectives
- Agree on Deliverables
- Review Regularly
Define scope, responsibilities and reviews around your industry, city, locations and team capabilities.
QIWANG TECH
Assess the industry, city, competitors and business to define key metrics, budgets and responsibilities. Deliver an assessment report and goal plan.
Build accounts, storefronts, packages and enquiry routes. Combine platforms, content, creators, advertising and GEO, recording content and qualified leads by channel.
Connect enquiries, bookings, visits and sales. Standardize follow-up and reception, and maintain activity logs and conversion reports.
Organize customers in WeChat or WeCom, improve tagging and segmentation, and use follow-ups, communities and recurring campaigns to encourage repeat business and referrals.
Review metrics, acquisition costs and conversions weekly and monthly. Adjust budgets, packages and content, and retain processes and knowledge assets.
WORKING TOGETHER
Review previous issues and current priorities. Assign content, campaigns, enquiries and local tasks to named owners.
Retain page versions, published links, enquiry feedback and local records. Update source information first when facts change.
Check metrics over the same period, distinguish execution issues from information gaps, and set the next week's adjustments.
QIWANG TECH
Focus on a core metric at each stage while considering acquisition cost, profit, service quality and customer experience. Weekly and monthly reviews guide execution; goals and service combinations depend on the business and agreed scope.
SERVICE DETAILS
| Stage | Core Actions | Review Evidence |
|---|---|---|
| Define · Set Goals | Assess the industry, city, competitors and business to define key metrics, budgets and responsibilities. Deliver an assessment report and goal plan. | Assessment report and goal plan |
| Discover · Reach Customers | Build accounts, storefronts, packages and enquiry routes. Combine platforms, content, creators, advertising and GEO, recording content and qualified leads by channel. | Channels, content and qualified leads |
| Drive · Convert Enquiries | Connect enquiries, bookings, visits and sales. Standardize follow-up and reception, and maintain activity logs and conversion reports. | Enquiries, bookings, visits and sales |
| Deepen · Build Repeat Business | Organize customers in WeChat or WeCom, improve tagging and segmentation, and use follow-ups, communities and recurring campaigns to encourage repeat business and referrals. | Segmented follow-up and repeat-business records |
| Develop · Keep Improving | Review metrics, acquisition costs and conversions weekly and monthly. Adjust budgets, packages and content, and retain processes and knowledge assets. | Consistent weekly and monthly reports and adjustment plans |
QIWANG TECH
Define, Discover, Drive, Deepen and Develop: organize business actions around the key metric for each stage.