MillennialPLS
We Find Solutions
HOW MILLENNIAL PLS WORKS

A Clear Process From Marketing Problem to Working System

Millennial PLS reviews how your business attracts prospects, captures inquiries, follows up with leads, organizes opportunities, and measures customer outcomes. We then identify the most valuable improvements and coordinate the right strategy, people, and technology.

Established in 2018 and serving businesses throughout the United States, our team connects marketing strategy, advertising, search visibility, websites, content, CRM systems, AI, automation, and reporting around the way your business actually operates.

Start with the business problem instead of a predetermined tool
Understand what will be reviewed, built, and measured
Connect marketing and customer follow-up in one process
Work with clearly defined team responsibilities
Serving Businesses Nationwide Since 2018Discover | Review | Prioritize | Build | Connect | Improve
The Millennial PLS Process6 Stages
SIX CONNECTED STAGES

What Happens From the First Conversation Through Ongoing Improvement

Step 1: Discover

Understand the Business Before Recommending the Marketing

Build a clear picture of the business, customer, services, sales process, geographic reach, and current marketing systems.

What We Review

  • Business goals
  • Priority services
  • Ideal customers
  • Geographic service area
  • Customer value
  • Sales process
  • Appointment process
  • Lead capacity
  • Current marketing
  • Current website
  • Current CRM or contact system
  • Past challenges
  • Growth priorities

What You Provide

  • Website and business information
  • Priority services
  • Service areas
  • Current offers
  • Marketing access
  • Sales-process explanation
  • Existing reports
  • Brand assets
  • Current system list
  • Internal responsibilities

Potential Outputs

  • Discovery summary
  • Customer journey overview
  • Current-system map
  • Priority-goal list
  • Required-access checklist
  • Initial opportunity list

Team Involvement

Roger Jorah — client discovery & relationship coordination
Andrew Chavez or Mark Kessler — initial needs & opportunity discussions
Dillon Davidson — project & strategy oversight

Team participation depends on the service, project scope, and stage of the engagement. Not every employee works on every client account.

FIND YOUR BEST STARTING POINT

Take the Marketing System Assessment

Answer a short series of questions about how your business attracts, responds to, and tracks customer opportunities. Your answers will identify the area that may deserve attention first.

Question 1 of 7

What is your most important growth goal?

EXPLORE THE CONNECTED SYSTEM

Choose a Goal and See What May Need to Work Together

SEO
Google Business Profile
Listings & Reputation
Content
Google Ads where appropriate
Relevant Website Page
Call, Form, or Appointment

Common Warning Signs

  • Not appearing for service searches
  • Weak Google Maps visibility
  • Inconsistent business listings
  • Limited service-page content

Recommended Starting Point

SEO & Local Visibility, Google Ads

Explore related services
A COLLABORATIVE PROCESS

What Helps the Work Move Forward

Accurate Business Information

  • Services
  • Service areas
  • Hours
  • Contact information
  • Staff responsibilities
  • Policies
  • Offers
  • Pricing when approved

Access

  • Website
  • Advertising accounts
  • Google Business Profile
  • Analytics
  • CRM
  • Social platforms
  • Domains
  • Calendars
  • Tracking systems

Brand Assets

  • Logo
  • Colors
  • Fonts
  • Team photos
  • Project photos
  • Videos
  • Testimonials
  • Approved credentials

Sales and Customer Process

  • How leads are qualified
  • Who responds
  • Appointment process
  • Sales stages
  • Common objections
  • Customer value
  • Service limitations

Approvals and Feedback

  • Content approval
  • Design approval
  • Campaign approval
  • Legal or compliance review
  • Access confirmation
  • Timely feedback

Outcome Information

  • Qualified or unqualified lead
  • Appointment status
  • Estimate status
  • Sale or loss reason
  • Customer outcome
  • Staff feedback

Better input and clearer feedback help Millennial PLS make more informed decisions. Clients are never expected to understand every marketing platform before starting.

THE TEAM BEHIND THE PROCESS

Different Specialists Support Different Parts of the System

Dillon Davidson, Founder, Project Manager at Millennial PLS
Leadership & Project Direction

Dillon Davidson

Founder, Project Manager

Potential Involvement
Project oversight
Strategy coordination
Process planning
Team coordination
Quality control
Technical & operational direction
Roger Jorah, Director of Client Relations at Millennial PLS
Client Strategy & Relationships

Roger Jorah

Director of Client Relations

Potential Involvement
Discovery
Client communication
Advertising strategy
Brand positioning
Strategic recommendations
Partnership coordination
Mariah Easton, Administrative Director at Millennial PLS
Operations & Coordination

Mariah Easton

Administrative Director

Potential Involvement
Access coordination
Internal logistics
Process organization
Documentation
Scheduling support
Team coordination
Jenai Remboski, Social Media Director at Millennial PLS
Social Media & Creative

Jenai Remboski

Social Media Director

Potential Involvement
Social strategy
Content creation
Visual direction
Brand consistency
Platform management
Creative planning
Cynthia Tinnirello, Reputation Management Director at Millennial PLS
Reputation & Local Visibility

Cynthia Tinnirello

Reputation Management Director

Potential Involvement
Reputation systems
Local listings
Brand visibility
Local search presence
Review processes
Paid advertising support
Colton Brown, Lead Developer at Millennial PLS
Development & Technical Systems

Colton Brown

Lead Developer

Potential Involvement
Website development
Integrations
Technical troubleshooting
Custom functionality
Platform connections
Scalable systems
Andrew Chavez, Sales & Partnership Executive at Millennial PLS
Sales & Partnership Discovery

Andrew Chavez

Sales & Partnership Executive

Potential Involvement
Initial needs analysis
Opportunity identification
Growth discussions
Solution alignment
Partnership development
Mark Kessler, Senior Sales Executive at Millennial PLS
Sales & Partnership Discovery

Mark Kessler

Senior Sales Executive

Potential Involvement
Consultative discovery
Marketing challenge review
Strategic fit
Growth planning
Long-term solution discussions

Team participation depends on the service, project scope, account needs, and stage of the engagement. Not every employee works on every client account.

CLEAR EXPECTATIONS REDUCE CONFUSION

How Communication Supports the Work

Discovery Communication

  • Business goals
  • Current challenges
  • Required access
  • Priority services
  • Decision makers
  • Approval process

Project Communication

  • Project summary
  • Responsibilities
  • Requests for information
  • Draft reviews
  • Approval requests
  • Launch requirements

Ongoing Communication

  • Performance updates
  • Campaign changes
  • Technical issues
  • Content approvals
  • Reporting
  • Strategy recommendations
Question or Request
Correct Team Owner
Review or Action
Client Update
Documented Next Step
LAUNCH IS A CHECKPOINT, NOT THE FINISH LINE

What Happens After a Campaign, Website, or Workflow Goes Live

1

Validate

Confirm links work, forms work, calls route correctly, appointments work, tracking fires correctly, CRM records are created, staff receives notifications, mobile layouts work, consent language appears, and workflows stop appropriately.

2

Observe

Review initial activity, search terms, audience response, page behavior, call and form volume, response speed, workflow completion, and technical errors.

3

Learn

Identify lead quality, common objections, customer questions, weak pages, unclear offers, tracking gaps, follow-up gaps, and new opportunities.

4

Improve

Adjust campaigns, improve creative, update content, refine forms, fix tracking, change routing, improve workflows, add landing pages, and expand successful areas.

OPTIONAL PLANNING TOOL

Lead Follow-Up Opportunity Calculator

Estimate how many inquiries may currently receive delayed or inconsistent follow-up. All outputs are planning estimates, not guaranteed results.

CONNECTED THINKING

The Customer Journey Does Not Stop at the Marketing Channel

Start With the Business

The strategy begins with the company, customer, services, capacity, and goals.

Review the Complete Journey

Visibility, conversion, response, follow-up, and measurement are evaluated together.

Assign Clear Responsibilities

The appropriate team members contribute based on the project and service requirements.

Connect the Systems

Campaigns, pages, calls, forms, calendars, CRM records, and workflows are designed to share useful information.

Use Outcomes to Guide Improvement

Clicks and forms provide part of the picture. Qualified leads, appointments, opportunities, and customer outcomes provide additional context.

SCHEDULE A CONVERSATION

Choose a Time to Discuss Your Marketing System

Schedule a conversation to discuss your current marketing, lead-response process, CRM, tracking, and most important business goals.

Use the calendar to select a time that works for your team. We will confirm your appointment and send a reminder before the call.

Prefer another option? Submit the Lead Recon Report form below and we will reach out to schedule.

HOW IT WORKS FAQ

Questions About Working With Millennial PLS

What happens during the first conversation?

The first stage is focused on understanding the business, goals, customer journey, current marketing systems, and challenges. We discuss priority services, service areas, sales process, and what you want to improve.

Does Millennial PLS begin with an audit or review?

Yes. After the initial discovery conversation, we conduct a review of your visibility, advertising, website, lead handling, CRM organization, tracking, and follow-up. This produces a prioritized set of findings.

What is a Lead Recon Report?

The Lead Recon Report is a complimentary review that identifies where your marketing may be losing leads. It covers search visibility, campaign and conversion review, follow-up gap check, and priority opportunities.

Do I need to know which service I need before contacting you?

No. You can start with a discovery conversation or the Marketing System Assessment on this page. We help identify the right starting point based on your business goals and current systems.

Does every client receive every marketing service?

No. Recommendations depend on the review and should not be predetermined. We build the appropriate mix of SEO, ads, landing pages, AI, CRM automation, and tracking based on your specific needs.

Can Millennial PLS work with our existing website or campaigns?

Yes. We can review, improve, or restructure existing websites and campaigns. We can also build new assets when needed. The approach depends on what the review identifies.

Can Millennial PLS work with our current CRM?

We work with several CRM platforms and can evaluate whether your current system supports the tracking, follow-up, and attribution needed. If a different setup would serve the business better, we explain why.

What access will Millennial PLS need?

Access depends on the services involved. This may include your website, advertising accounts, Google Business Profile, analytics, CRM, social platforms, and calendars. We request only what is needed for the agreed scope.

START WITH CLARITY

Find Out Where Your Marketing May Be Losing Leads

Before recommending another platform, campaign, or automation, Millennial PLS reviews how prospects find your business, what happens after they click, and how those inquiries are handled.

Visibility Snapshot

Review organic search, local presence, and customer discovery channels.

Campaign & Conversion Review

Look for issues involving targeting, messaging, landing pages, and tracking.

Follow-Up Gap Check

Review what happens after calls, forms, chats, and other inquiries.

Priority Opportunities

Identify the most important areas to address first.

FREE COMPLIMENTARY AUDIT

Find Out Where Your Marketing Is Losing Leads

Tell us a little about your business and we will review the areas that may be limiting visibility, conversions, or follow-up.

By submitting this form, you consent to receive calls, emails, and SMS text messages from Millennial PLS regarding your marketing inquiry. Msg & data rates may apply. You may opt-out at any time by replying STOP.

FIND THE RIGHT PLACE TO START

See Which Part of Your Marketing System Needs Attention First

Take the Marketing System Assessment or schedule a conversation to review how your business attracts prospects, captures inquiries, follows up with leads, and tracks customer outcomes.

Call (520) 386-0883
A Clear, Connected Process From an Established Nationwide Company Serving Businesses Since 2018