PM Consulting Inc.
AI-Employee.ca  |  ContractorMarketingEngine.ca
Q3 Plan  ·  Post-Meeting Summary

What we're shipping for The Laframboise Team this summer.

Five priorities locked from our call on May 25. Built around your summer revenue window, your existing CRM, and the things that have been sitting on the docket too long. One focus each: get it live, prove it works, then expand.

Prepared for: Natasha and Tanya Prepared by: Paul Meyers Date: May 25, 2026

Five initiatives. One owner. One outcome each.

01
Lead Generation
Cottage Country Buyer Campaign

Dedicated Facebook & Instagram campaign targeting out-of-town buyers shopping waterfront and country properties in the North Bay region. Separate audience, separate creative, and a separate budget from the existing local resale ads, so we can actually measure what summer cottage demand looks like.

Hard guardrails on every single ad. Per your ask, every ad inside this campaign gets its own locked budget cap and its own fixed timeline. The moment an ad hits either limit, it auto-pauses and you get a notification. No ad ever runs blind for two months again. Every spend gets reviewed against results before we decide to re-launch, refresh, or kill it.

Platforms
Meta (FB + IG)
Audience
GTA & Ottawa second-home buyers, 45-65
Per-ad budget
Locked cap on every ad
Per-ad timeline
Fixed end date on every ad
Auto-shutoff
Pause + notify on cap or end date
Review trigger
Every ad reviewed before relaunch
OUTCOME: Capture summer waterfront buyer demand without bleeding budget on autopilot.
02
Past-Client Nurture
Home Anniversary & Birthday Sequence

We already built the drip campaigns. They've been sitting in the CRM unused because the manual data entry is too cumbersome. This activates them on the dates you've been collecting in your contacts:

Home anniversary
Automated email on close date
Birthday
Automated email + SMS
Trigger source
CRM contact date fields (Tanya maintains)
Goal
Stay top of mind for referrals & repeat business
OUTCOME: Every past client gets a personal touch twice a year, on autopilot. The asset you already paid to build finally earns its keep.
03
Social Proof Engine
Google Review Automation

Every time you earn a 5-star Google review, the CRM grabs it, styles it in your brand colors, and posts it to your social channels the following Monday morning. Anything below 5 stars is filtered out automatically, so the only thing the public ever sees is your best work, on repeat.

Trigger
New 5-star Google review
Publishes
Monday mornings, branded graphic
Channels
Facebook, Instagram
Filter
Only 5 stars ever auto-post
OUTCOME: A steady drumbeat of social proof. Past clients hyping the team without you lifting a finger.
04
Google Business Profile
Weekly GBP Open House Posts

Four posts per month on the Laframboise Team Google Business Profile, focused on open houses and any community events you're running. Google ranks profiles with regular fresh content higher, so this directly compounds the GBP optimization work we've been doing.

Cadence
1 post per week (4 per month)
Handoff
Tanya shares Canva link by Wednesday
Live by
Wednesday afternoon (Saturday open houses)
Content mix
Open houses, community events, fundraisers
OUTCOME: Your profile keeps signalling activity to Google, and every weekend's open house gets free local visibility.
05
Internal Enablement
CRM Workflow Fix & Tanya Training

Right now, dropping a new contact into the seller, buyer, or market valuation funnel is too clunky, so the team isn't using the campaigns you paid to build. I'll sit with Tanya this week, figure out why the one-click pull-in isn't behaving the way it should, and get the workflow attach down to a single action from inside any contact card.

Same session, I'll walk her through the new Ask AI feature launching in the CRM in the next 7 days, so she can hit the ground running with it.

Scheduled with
Tanya, this week
Fixes
One-click workflow attach from contacts
Bonus
Ask AI walkthrough
Result
Funnels actually get used by the whole team
OUTCOME: The CRM stops being a graveyard for great campaigns. Every new contact lands in the right sequence on day one.

Cleaning up & what we're holding back on.

Quick Fixes On My Plate

  • Facebook page keeps reverting to "temporarily closed" after you set it to always open. Investigating this week.
  • Google Business hours behaving correctly right now. I'll keep monitoring in case it drifts again.

Parked Until Web Vendor Decision

  • Military relocation resource page and refreshed blog content are queued and ready to go.
  • Location pages build-out is on hold. No point investing in pages that may move to a new platform within 6 months.
  • As soon as the website decision lands, this work resumes immediately.

What happens next.

THIS WEEK
Tanya CRM session. Workflow fix, Ask AI walkthrough, anniversary & birthday automations activated.
THIS WEEK
Cottage country campaign creative, audience, and budget cap built and submitted for your review before launch.
ONGOING
GBP posts every Wednesday. First post live as soon as Tanya sends the first Canva link.
ONGOING
Review automation wired up and running. First 5-star review triggers the first auto-post.