What ongoing work keeps performance improving?

Created by Edward Langer, Modified on Tue, 9 Sep at 9:32 AM by Edward Langer

Long-term success with HDA comes from active refinement. You'll likely engage in ongoing tasks like:


  1. Regular KPI reviews—custom dashboards help track lead flow, campaign ROI, review velocity, and conversions.
  2. Workflow optimization—adjust sequences based on performance, update messaging, and add new triggers as your business evolves.
  3. Content and funnel updates—refresh landing pages, revise promotions, and capture seasonal demand.
  4. Compliance and best practices—ensure messaging scripts reflect regulatory updates (e.g. Texas law, TCPA time restrictions), and continuously audit consent and deliverability. 
  5. Data hygiene and user training—maintain clean contacts, review opt-outs, and monitor user access and permissions as staff roles change.


These ongoing processes ensure your marketing system stays sharp, compliant, and effective—so your Bays stay full and you're always closing smarter.

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