Know the scope. Know the next step.
Four stages to clarify together.
This is a buyer-and-team checklist, not a fixed delivery schedule. Confirm the process, assigned responsibilities and review cadence for your engagement.
- Strategy call
Start with the business decision.
The booking page describes a founder-led call with Sezgin Arslan. Bring your market, buyer type, current channels and the point where inquiries stop moving. Use the call to discuss fit and the questions a written scope should answer.
Agree together: Confirm the target buyer, conversion goal and information needed to assess the work.
Book a free strategy call → - Written scope
Put the agreement ahead of the activity.
Before approving an engagement, confirm the included services, management fee, separate media budget, first-sprint terms and what follows it. Discuss who owns each decision and what would change the scope.
Agree together: Confirm deliverables, responsibilities, costs, account ownership and applicable guarantee terms in writing.
Read pricing and public terms → - Access & setup
Know what is connected, and who controls it.
Use a setup checklist to agree which ad accounts, website tools, CRM and reporting sources are needed. Confirm the access level and approval process with your team before granting access or authorizing changes.
Agree together: Record account owners, requested permissions, sales-handoff ownership and how access can be removed.
Explore the services → - Measurement & review
Follow the inquiry through the sales process.
Agree a baseline, reporting period and review cadence. A useful review connects channel activity to CRM outcomes and separates what is observed from what is still unconfirmed.
Agree together: Confirm metric definitions, data sources, missing data, responsible reviewers and the next decision.
Explore analytics →
Know who you are speaking with.
Sezgin Arslan is Founder of CabinetBoost. The founder profile and booking page explain the introduction. Confirm the people responsible for campaign decisions, sales follow-up and reporting in your scope.
CabinetBoost is the cabinet and kitchen & bath marketing vertical of UpMax (upmaxnow.com), operated under the same founder. The founder profile and About page describe the same relationship.
Meet Sezgin Arslan →Make the commercial terms explicit.
The public pricing page describes management fees with ad spend separate, client-owned ad accounts and month-to-month programs after the first sprint. Review the applicable terms in the written agreement before committing.
Guarantee scope and appointment counting need the same clarity as price. Read the explanation and confirm how it applies to your business.
Review pricing and guarantee details →An inquiry is the start of the record.
Use distinct outcomes so marketing and sales can discuss the same pipeline. Agree the qualification and sales definitions before comparing periods.
| Metric | What it means | Evidence source |
|---|---|---|
| Inquiry | A person contacts the business. A message or accepted form does not establish fit or a booked visit. | Contact or form record |
| Qualified opportunity | An inquiry meets the business’s agreed fit criteria. Confirm those criteria with the sales team. | CRM qualification record |
| Confirmed appointment | A qualified appointment counts when the buyer confirms a time. Attendance is tracked separately. | CRM or calendar confirmation |
| Attended appointment | The buyer attended the appointment, recorded separately from confirmation. | Sales-team attendance record |
| Closed sale | The business records a completed sale under its agreed sales definition. A lead or calendar event is not a sale. | Sales or order record |
Blank review template
No client figures are shown here. For each review, fill in the reporting period and baseline, metric and definition, source report, result, missing data, responsible reviewer and next action.
Download the blank reporting CSV →
Open the CSV in your spreadsheet. Add the reporting period, source reports and your current and prior results. Keep confirmed appointments, attendance and sales separate, and record missing data and the next decision.
Bring to the review: channel spend and inquiry records; qualification, confirmation, attendance and sales records; changes made during the period; and the questions those records cannot yet answer.
A named story deserves a closer look.
Case studies publish named-client results and engagement context. Client videos give firsthand accounts. Read the scope and source notes, and keep a client’s experience separate from a forecast for your business.
Check beyond the sales page.
Compare the service you need with the work described in a case. Ask which source reports support a result, what period they cover and what changed alongside the marketing.
Browse the Trustpilot platform profile →
Read feedback in its original context and compare it with the scope you are considering. If references matter to your decision, ask whether a client-approved introduction is available.
Bring the questions that matter to your business.
Start with the goal and the evidence you have. Use the call to decide what needs to be confirmed before an engagement.
Book a free strategy call Prefer a written audit? →