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Designed to Scale
3 Core Areas
Whether you’re looking to start an agency, or turbocharge the growth at an existing one – Agency Builder is your fast forward button for building the business you want.
The Entrepreneur Mindset
The curse of the entrepreneur
Using routines (rituals) as anchors
Engineering your ideal life
Identifying what’s most important
Building systems of accountability
[GOOGLE SHEET] Routine/Habit Tracker Worksheet
EMAIL TEMPLATE Calendar Gatekeeping Intro
[WEBINAR] The Curse of the Entrepreneur
Your Mental Landscape
Overview – What you focus on, grows
Prime time for your mind
Quiet the noise; get present
Building successful habits
[GOOGLE SHEET] Personal Performance Review System Worksheet
[GOOGLE SHEET] Less and More Tracking Worksheet
Setting Up Your Business for Success
Overview – Setting up your business for success
Your ideal business structure
Pricing based on required profit margin
Invoicing to support cash-flow
Financial strategies for agency owners
Agency Statement Of Work (SOW) TEMPLATE
Professional Consulting Services Agreement TEMPLATE
Independent Contractor Agreement TEMPLATE
Mutual NDA TEMPLATE
[SLIDE DECK] Financial Strategies for Agency Owners
[WEBINAR] Setting up your business for success
The Key Ingredients to Building a Successful Agency
Building Your Brand
Overview – Building your brand
An uncomfortable check against your “brand”
The anatomy of an effective sales page
Establishing legitimacy in your hyper-niche
Example sales page
[WEBINAR] Building your brand
Finding Your Ideal Customer
Overview – Your ideal customer profile and designing an offer they can’t resist
Defining your actual niche and finding your ideal audience
What should you be selling
Designing your trust offer and how to test it
Creating your customer avatar
Customer Avatar Story
Customer Avatar Worksheet
[VIDEO] Overview – Agency Builder Reddit Scraper
Setting Up Project Management for Scale
Overview – Setting up project management for scale
A dead simple management process, that works
Creating service specialization with departments
Creating a production schedule
Building systems for reporting
QBR Dashboard Template – Google Sheets
Client Success Dashboard
[SLIDE DECK] Setting up project management for scale
Setting up your Agency Resource Manager
Agency Resource Manager
[WEBINAR] Setting up project management for scale
Designing Your Growth Engine
Overview – Designing your growth engine
What is a growth engine
Owned vs. hosted
A look inside my agency growth engine
Building your own growth engine
Growth Engine Dashboard [Google Sheet]
[WEBINAR] Designing your growth engine
Developing a Sales Process
Overview – Developing a sales process
Crafting your lure
Tightening your reel
Designing your pipeline
Agency Pitch Deck
[WEBINAR] Developing a Sales Process
Managing Your Client Relationships
Overview – Customer Relationship Management
Proactive client management
Handling upset customers
[WEBINAR] Customer Relationship Management
How To Hire, Delegate, and Scale The Right Team
Overview – How to hire, delegate, and scale the RIGHT team
Defining culture fit
Pre-screening & Hiring
Boundaries are your friend
What benefits employees
Building a contractor ecosystem
What will you be selling next year?
Building your virtual bench
Tapping talent for future potential, not current capabilities
[WEBINAR] How to hire, delegate, and scale the right team
Building a team thats right for you (1).mp4
Scaling Your Client Business
Overview – Scaling your client business (and your revenue generation)
Becoming a valuable partner
Building your client acquisition roadmap
Turning customers into more customers
Firing a missile across your prospects bow
Top 50 Target Clients
[WEBINAR] How to Scale Your Client Revenue and Leads
Building Your Referral Engine
Overview – Building your referral engine
How to extend your network
How to formalize your Partner Program
Growth through strategic acquisition
How to Build Strategic Partnerships in Your Agency
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