The Seven Figure Agency Roadmap Workbook

Key Insights & Actions
Business Model
Fundamentals
Service Offering
Structuring
The Ultimate Agency

Funnel
How to LAND clients
1 Land Clients | Deliver Results | Retain Long Term | Scale

Stages of Agency Growth

What do you want to get from this session:

Notes

7 Figure Agency Model

7 Figure Agency Model

Notes

BUS
FU
IN
N
1E
DA
S S
M
M
EN
OD
TA
E
L
L
Success Is Goals. All Else Is
Commentary.
- Brian Tracy
Brian Kaskavalciyan - Setting clear goals / targets
Notes:

Goals & Targets
3 Year Goal:
Where would you like your agency to be in 3 years time?
Monthly Recurring Revenue Number Of Clients
1 Year Target:
Where would you like your agency to be by this time next year?
3 Month Target:
Where would you like your agency to be by 3 months from now?

Sales & Retention Tracking Sheet
https://sevenfigureagency.com/tracking

Notes

o se Yo u r
C ho
MO D EL
Rule of 1’s
11Target
TargetMarket
Market//Niche
Niche
11Lead
LeadGeneration
GenerationStrategy
Strategy
11Conversion
ConversionMechanism
Mechanism
11Program
Program
11Year
Year

Money Math
8-9 Clients $100K per month
41 Clients $2K per month
83 Clients $1K per month
166 $500 per month
830 $100 per month

Notes

Business Model Fundamentals
Notes:
One target niche

Recurring monthly revenue is the
ONLY
No one off projects
No check-payments (Credit card
or Direct Debit only)
No partial payment deposits
Minimum monthly needs to be at
least $1K

Alan Hillsberg - The right business model
Notes:

K A G IN G
PAC E S
R S E R V IC
YO U
What are you selling currently?
Current Situation Recurring Programs:
Custom Project / One Off Projects: How many programs?

Ideal Program Structure
Comprehensive Solution that What can you do for your clients

gets results that will get them a tangible /
measurable ROI?
Website - built to convert
SEO - Maps, On-page, Off Page
Reputation Management /
Reviews
Paid Search (PPC / FB Ads)
Social Media Management
eMail Marketing
Tracking / ROI

Notes

Example of our programs:
Comprehensive Solution that Notes

gets results
SEO Program - $1,000 - $1,500

per month
SEO + PPC - $2,000 - $2,500
SEO + PPC + Social Media -
$2,500 - $3,000 per month
Online Marketing Complete -
$3,000 - $5,000 per month

Map out your core programs
Program 1 Program 2 Program 3
What will you include? What will you include? What will you include?
How much will you charge monthly? How much will you charge monthly? How much will you charge monthly?
Will it provide a tangible / measurable result / ROI for Will it provide a tangible / measurable result / ROI for Will it provide a tangible / measurable result / ROI for
your client? your client? your client?

Notes

Example Program Overview

L A
2
N
C
D
L
IN
IE
G
N TS
How to Land Clients

Notes

How to Land Clients

Matt Coffey - Seven Figure Journey
Notes:

How are you currently attracting
clients?

Ag
3
The
e nc
U
y
lt i
F
m
u
a
n
t
n
e
e l
The Ultimate Agency Funnel ™
Clear Target / Niche
Opt-In
Appointment
Hot Lead
Follow Up

Funnel Foundation:
Opt-in Funnel: Appointment Funnel:
Hot Lead Follow Up:

Opt-in Funnel

Opt-in Funnel - Key Elements
• Lead Magnet
• Hero Image (Visual of the lead

magnet)
• Opt-in Page
• Confirmation Page
(confirmation video offering
appointment)
• eMail Sequence

Notes

Appointment Funnel

Appointment Funnel - Key Elements
• Confirmation Video
• Link to Calendar
• Pre-Appointment
Questionnaire
• Indoctrination eMails
• SMS / Messenger
Confirmation

The Confirmation Page
Notes:

The Confirmation Page
Notes:
Confirmation Video Auto Play
3 Key Steps
1. Add meeting to schedule
2. Join Facebook Group
3. Watch Case Study Videos or Training Overview
Link to Join Facebook Group
Embed Case Studies / Testimonials

Show Up Campaign
Notes:
eMail Confirmation (right away)
eMail Additional Resources (15 minutes later)
Text Confirmation (15 minutes later)
VA Task to Connect on Facebook & LinkedIn
eMail Additional Resource (morning of)
eMail Reminder (morning of)
Text Reminder (15 minutes before)

Notes

Hot Lead Follow Up

Hot Lead Follow Up - Key Elements
• Follow up eMail sequence

with countdown to close
• Shock & Awe package in the

mail
• Mail service to facilitate

follow up

Notes

The Ultimate Agency Funnel ™
Swipe Fil e - All 3 Fu n n e ls

Notes

3 Key Funnels
1. Opt-in Funnel
2. Appointment Funnel
3. Hot lead follow up

4
Lan
C o
d
ld
i ng
O u
C
t
l
re
i e
a
n
c
t
h
s
How to get the list?

Notes

How to get the list?
Borrow
Buy
Build
Scrape
Co ld
O utrea c h
Cold Outreach
• Clear Target = Your Niche
• List = Buy or Scrape with

LeadKahuna
• Mechanism to get their

attention = eMail, Webform,
Phone & Social Messenger
• Strategy for converting

Danny Barrera - Appointments with Cold Outreach
Notes:

How are you currently attracting
clients?

Cold Outreach Approach

Cold Outreach Campaign


What CRM will you use to house your prospects information? How will you pull your list:
What cold outreach mechanism will you use:

The Big Picture - Build Context

C
4
Bu
&
o
i
m
l
G
d
i
e
n
A
t
g
u
C
t
t
l
h
o
i
o
e
r
Y
n
i
o
t
t
s
u
y
Notes

The Objective
4-5 new clients per month
15 - 20 strategy sessions
per month
$83K Per month
7 Figure Digital Marketing Agency

Positioning Assets
Notes:
9 Positioning Assets That Make You The Expert:
Keynote presentation
Marketing Guide for that Niche
Niche website with great content
Case Study & Testimonial(s)
Video based training / webinar
The Book on Internet Marketing for that niche
eMail Follow Up Sequences
Podcast
Print Newsletter

Develop Authority

Notes

Webinars - The Ultimate Shortcut

Notes

Why Webinars are the ultimate content shortcut

Why Webinars
iin
n a
a r
r
W
W e
e b
b b
baass e
e
LLiiv
v e
e DDaatta
a
e
e
OOnn ss ttoo oouu r
r lli
innee
n
n t
t o
o n
n
cch
h e
e oonn t
t e
e
+
+ t
too u
u o
o f
f c
c
33 e
e c
cee ss
ppii
66++
Webinars to build authority

What can you do your webinars on?

Webinar Action Items:
Commit to Map out your next Block them in the

monthly webinars 3 months worth of calendar & build
webinars your first campaign

Webinar Plan:
February: March: April:
Topic: Topic: Topic:
Date: Date: Date:

Webinars to build authority
ONE NEW WEBINAR PER MONTH

CAN DRIVE YOUR WHOLE
CONTENT / LEAD GEN MACHINE

What can you do your webinars on?

Filling your appointment funnel
Notes:
Build Your List:
CRM / Marketing System
Join National Association
Base list purchased (1000+)
Cold Outreach
Scraper setup & running
Cold outreach sequence built
Automatic transition to nurture
Proactive Marketing
Google AdWords
SEO
FB Ads
Direct Mail Campaign
Exhibiting at Industry Trade Shows
Develop Authority
Core Presentation Setup
Monthly Webinars w/ Promo
Strong client case study
Book Published on Amazon
Podcast / Success Interviews

S C A L IN G
R T E A M
YOU
Notes

Our Organization Chart

Map out your current org chart
Map it out here:
• What are the rolls
• Who does what
• What do you need to

remove yourself from
next?

Notes

Your Org Chart
https://www.sevenfigureagency.com/org-chart-template
Find People That “PLAY”
at what you have to
“WORK” at.
- John Assaraf

Notes

Activity Inventory:
Where is most of your time being spent?
Marketing Sales Account Operations New Client Admin / HR

Management Launch

Activity Analysis:
What are you doing that you’re really good at & enjoy vs. bad at & can’t stand doing?
Genius Excellent Competent Incompetent
Insights:
Next 2-3 Hires:

Based on what you realized, what are the next 2-3 positions you must replace next?

Recommended resources

Brian Sterman - Scaling to Seven Figures
Notes:

Notes From Tour

R e ta i n i ng
o n g T e r m
L
Map out the first 90 days
7 30 90
Days Days Days+ Ongoing

Map out your current onboard experience:
Current Process / Experience Areas for Improvement:

Panel Notes

New Client On Ramp

New Client On Ramp

Notes

Personal eMail
Subject Line: Thank you! Notes:
~Contact.FirstName~,
I wanted to send you a quick note to say thank you for your
business!
We're very excited to have you onboard and look forward to

working with you to take your online marketing efforts to
the next level!
You will be working closely with Deanna on our team for the
next few weeks, but feel free to reach out to me directly
anytime if you need anything. I look forward to a long term
mutually profitable business relationship.
Warmest Regards,
Josh

New Client On Ramp Sequence
Notes:

Welcome eMail
We are excited to have you on board and look forward to working Notes:
with you!
Please go to http://plumberseo.net/new-client and fill out the New

Client Setup Form ASAP. This will give us all of the necessary info
that we need to get your campaign started.
Here are a few things that we are going to need from you right
away:
• Any Digital Photos that you have of:
Yourself, your team, your trucks, your Logo, any special equipment
that you have, etc. You will get an email from your Account Manger
soon with a Box.com invite. You can just upload your images directly
to that folder.
• A good time for your Launch Call - The launch call typically goes
45 Minutes to an Hour. During this call we learn more about your
company, services, and unique selling proposition. Please reply with
one or two times that will work for your schedule within the next
5-7 days.
Your Submitted New Client Setup Form at http://plumberseo.net/new-

client
We look forward to developing a long and mutually profitable

relationship with you & ~Contact.Company~!

New Client Launch Call

Welcome Basket
Sr. Corporate Account Executive

Phone - 603-606-5269 x261
TMyers@GourmetGiftBaskets.co
m

What do you need to add to you onboard process?

o r m a n ce
Key P er f
d i ca to rs
In
Notes


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Key Insights & Actions

Key Insights & Actions

The Ultimate Agency

How to LAND clients

1 Land Clients | Deliver Results | Retain Long Term | Scale

2 Land Clients | Deliver Results | Retain Long Term | Scale

3 Land Clients | Deliver Results | Retain Long Term | Scale

4 Land Clients | Deliver Results | Retain Long Term | Scale

5 Land Clients | Deliver Results | Retain Long Term | Scale

6 Land Clients | Deliver Results | Retain Long Term | Scale

7 Land Clients | Deliver Results | Retain Long Term | Scale

10 Land Clients | Deliver Results | Retain Long Term | Scale

Monthly Recurring Revenue Number Of Clients

Monthly Recurring Revenue Number Of Clients

Monthly Recurring Revenue Number Of Clients

11 Land Clients | Deliver Results | Retain Long Term | Scale

12 Land Clients | Deliver Results | Retain Long Term | Scale

13 Land Clients | Deliver Results | Retain Long Term | Scale

14 Land Clients | Deliver Results | Retain Long Term | Scale

8-9 Clients $100K per month

41 Clients $2K per month

83 Clients $1K per month

166 $500 per month

830 $100 per month

14 Land Clients | Deliver Results | Retain Long Term | Scale

15 Land Clients | Deliver Results | Retain Long Term | Scale

One target niche

16 Land Clients | Deliver Results | Retain Long Term | Scale

17 Land Clients | Deliver Results | Retain Long Term | Scale

Custom Project / One Oﬀ Projects: How many programs?

19 Land Clients | Deliver Results | Retain Long Term | Scale

Comprehensive Solution that What can you do for your clients

20 Land Clients | Deliver Results | Retain Long Term | Scale

21 Land Clients | Deliver Results | Retain Long Term | Scale

Comprehensive Solution that Notes

SEO Program - $1,000 - $1,500

22 Land Clients | Deliver Results | Retain Long Term | Scale

23 Land Clients | Deliver Results | Retain Long Term | Scale

24 Land Clients | Deliver Results | Retain Long Term | Scale

25 Land Clients | Deliver Results | Retain Long Term | Scale

28 Land Clients | Deliver Results | Retain Long Term | Scale

29 Land Clients | Deliver Results | Retain Long Term | Scale

30 Land Clients | Deliver Results | Retain Long Term | Scale

27 Land Clients | Deliver Results | Retain Long Term | Scale

31 Land Clients | Deliver Results | Retain Long Term | Scale

Clear Target / Niche

33 Land Clients | Deliver Results | Retain Long Term | Scale

Hot Lead Follow Up:

34 Land Clients | Deliver Results | Retain Long Term | Scale

35 Land Clients | Deliver Results | Retain Long Term | Scale

• Hero Image (Visual of the lead

36 Land Clients | Deliver Results | Retain Long Term | Scale

37 Land Clients | Deliver Results | Retain Long Term | Scale

38 Land Clients | Deliver Results | Retain Long Term | Scale

39 Land Clients | Deliver Results | Retain Long Term | Scale

40 Land Clients | Deliver Results | Retain Long Term | Scale

41 Land Clients | Deliver Results | Retain Long Term | Scale

42 Land Clients | Deliver Results | Retain Long Term | Scale

43 Land Clients | Deliver Results | Retain Long Term | Scale

44 Land Clients | Deliver Results | Retain Long Term | Scale

• Follow up eMail sequence

• Shock & Awe package in the

• Mail service to facilitate

45 Land Clients | Deliver Results | Retain Long Term | Scale