Meet The People Using Our Planners: Martin Greene
We’re launching a new series to feature the incredible people that use the Key2Success Planner! In this first feature, meet Martin Greene, an entrepreneur with more than 40 years of experience in planning. He coaches the four principles of: RELATE, REMIND, RETAIN, and REWARD to help other businesses succeed. Learn why he has enjoyed the Key2Success Planner and recommends it to others.
Who: Martin Greene, Founder of Top of Mind Guy
Device Used: GoodNotes on iPad
Martin Greene, founder of Top of Mind Guy, provides the coaching, training and tools for entrepreneurs to attain and sustain the four pillars of business success.
These are:
– beginning with an authentic, empathetic RELATIONSHIP with your prospect;
– REMINDING the client you are serving them whether they are active or inactive as clients at that time;
– RETAINING clients;
– REWARDING clients for being loyal.
“Working at these four pillars REWARDS the entrepreneur at the end,” said Greene.
Although he is a relatively new user of the Key2SuccessPlanner, Greene notes that it has transformed his Daily Method of Operation, long term planning, and task/schedule management into a much more organized, effective process.
“I spend more time planning than ever, because of its simple interface and because the pages include all the different ways I plan,” he said.
Greene uses the planner in GoodNotes on an Ipad.
“That is where the strength lies, because that is the app I use the most for all the things I do,” he said. “The ability to write with the Apple pencil or type and zooming in on each section of the page to enable me to write more legibly.”
In his 40+ year career, Greene has used paper planners like the Franklin Covey planner, along with other digital planners.
“After a brief use of every digital planner, I found myself back in my Franklin paper planner because there was always something missing,” he said. “I do not anticipate having to purchase a planner other than K2S for as long as you produce annual updates. In fact, I am eagerly waiting on the 2021 planner and the new features it has introduced.”
In his time using the Key2Success Planner, Greene said he’s been much better at keeping track of the many events, meetings, and tasks at different stages per project.
“What I like most about K2S is that I am able to toggle easily between long and daily planning pages and that what is on each page is relevant to good planning,” he said. “I am able to simply note things as they happen or need to happen and quickly adjust as the day goes on. I’m looking forward to Sunday when I will plan my next week out in K2S and make it an even more important companion.”
Greene recommends the Key2Success Digital Planner because of its flexibility, links, and comprehensiveness.
“Branden is about the most effective app creator I can imagine,” said Greene. “He provides an excellent customer experience, initiating calls to answer questions and responding to support requests promptly and effectively. The customer service experience by itself is a great indicator of the future of K2S as my go-to planning tool.”
Thank you to Marty for sharing his story with us!
LEARN MORE ABOUT THE KEY2SUCCESS PLANNER
Dealer Ad Performance Reporting
$79.00
Pulls live paid-ads performance data across Google Ads and Meta and reports it blended or broken out by channel and location, with cost per lead as the headline metric.Reports spend, leads, CPL, CTR, and CPC across Google Ads and Meta in one view. Breaks results out by channel, campaign, or location for multi-rooftop groups. Delivered as a downloadable SKILL.md file, install in your own Claude or Cowork account. $79 one-time, 6 months of free updates included.
Description
Checking ad performance across Google Ads and Meta separately means two logins, two dashboards, and no single number to compare them against. The Dealer Ad Performance Reporting skill is a Claude skill that pulls live performance data from both platforms and reports it blended together or broken out by channel, campaign, and location, with cost per lead as the headline metric every dealer actually cares about.
What’s Included
- A complete ad-performance reporting workflow, built as a single SKILL.md file
- Live pull of spend, leads, cost per lead, CTR, and CPC from Google Ads and Meta
- Blended reporting across both platforms, plus a per-channel breakdown
- Location-level breakdown for multi-rooftop groups running ads across several markets
- Cost per lead surfaced as the headline number, so performance reads the same way ownership actually judges it
- 6 months of free updates to this skill included
Who This Skill Is For
- Marketing managers who currently pull Google Ads and Meta numbers separately and stitch them together by hand
- General managers who want one number, cost per lead, to judge every channel against
- Multi-rooftop groups needing performance broken out by location, not just group-wide totals
- Anyone reporting on ad spend to ownership who wants the numbers ready before the meeting, not scrambled together during it
How to Get Started
- Purchase and download. After checkout you’ll receive an instant download link for the SKILL.md file.
- Install it in your Claude or Cowork account. Add the skill file following Claude’s standard skill install steps.
- Connect Google Ads and Meta. Authorize read access to the ad accounts you want reported on.
- Pull your first report. Ask for a blended report or a channel-by-channel breakdown for any date range.
What You Need
Requires your own Claude or Cowork account, Google Ads connected with read access, and Meta Ads Manager connected with read access to the ad account(s) you want reported on. Reports blended totals or a breakdown by channel, campaign, and location. Delivered as a downloadable SKILL.md file.
Frequently Asked Questions
Does this skill make changes to my campaigns?
No, this skill is built for reporting. It reads performance data from Google Ads and Meta, it doesn’t build campaigns or change budgets. If you want a skill that builds Meta campaign structures, see the Meta Ads Campaign Builder.
Can it report on more than one dealership location?
Yes. Connect the ad accounts for each location and it will report blended results across the group as well as a breakdown by location.
Why is cost per lead the headline metric instead of ROAS or impressions?
Cost per lead is the number most dealers and ownership groups actually use to judge channel performance. The skill leads with it and includes CTR, CPC, and spend as supporting context underneath.
Is this the same product as the Meta Ads Campaign Builder?
No, they’re separate products that do different jobs. The Meta Ads Campaign Builder builds campaign structures in Meta Ads Manager. This skill reports on how existing live campaigns are performing across Google Ads and Meta. Many dealers use both together, one to build, one to report.
Is this a one-time purchase?
Yes. It’s a $79 one-time purchase. You get 6 months of free updates to this specific skill included. There’s no ongoing subscription or support contract attached to individual skills. A standalone 30-minute coaching session with Branden is available separately if you want live setup help.
Also available in the Key2Automotive AI line: Meta Ads Campaign Builder, build the campaigns this skill reports on, always delivered paused for your review, and Dealer Traffic-to-Sold Reporter, go a step further and tie traffic to actual sold units, not just leads. This skill is also included in the full Key2Automotive AI Complete Pack.
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