work with more of “the right” clients

The Client Acquisition advisory service is an opportunity for you to get clarity on the strategic direction of your agency.

Working together, we’ll review the business outcomes you want to achieve over the next couple of months. We’ll discuss your options, set actionable goals, and develop a plan to achieve your goals.

What you'll walk away with is a playbook designed to elevate your agency's visibility in the marketplace. This means attracting more of the clients who are specifically seeking out your expertise.

There are several benefits to working together to attract new clients:

  • First, we’ll begin bridging the gap between the outcomes you have in your head (increasing revenue, accumulating more leads, or nailing every proposal that comes your way) and the strategy you need to get there. 

  • Second, you’ll walk away with clear direction on where your agency should focus its time, money, and resources.

When we work together, my role is to help you define your client acquisition strategy. I will help you articulate the “right” services to offer and the “right” clients to serve.

elevate your status

To attract the “right clients,” your business needs to be associated with something meaningful to them. It could be your industry expertise, problem-solving skills, or a unique focus on areas like DEI or social media that aligns with their values and caters to their needs.

Think of your agency as a brand—a brand that is relatable and authoritative. We’ll workshop your positioning statement until it’s spot-on: “We do X for Y because of Z.” Trust me, if clients can’t see how you solve their problem, they’ll look elsewhere.

Together, we’ll figure out where you stand today and plot the course for where you want to be tomorrow.

articulate your positioning

Your potential clients deserves to know what your agency is capable of, and it starts with nailing your positioning strategy. No longer will you feel like your agency is the best kept secret. 

First, I’ll conduct a Capabilities Audit. We’ll dig into your agency's public persona, leaving no stone unturned. From case studies and social media to employee surveys, I’ll meticulously review whatever I can get my hands on to gauge how you’re currently perceived in the marketplace.

Second, I’ll conduct a Client Acquisition Review. We’ll take a hard look at your sales funnel (or the lack therof) to identify bottlenecks and uncover exciting opportunities. You'll get actionable recommendations to fine-tune your existing process or even develop a brand new one.

Third, we’ll create your Client Acquisition Playbook. And don’t worry, this isn’t an academic exercise doomed to gather dust on a shelf. Instead, your Playbook will be a go-to resource offering clear ‘do this, not that’ guidelines, all rooted in your unique strengths and past wins.

What’s in the Playbook? 

  • Target Audience Selection: Clear profile of target audience, why you are best suited to serve them, and ideas to differentiate you from competitors.

  • Website Recommendations: Practical advice on how to spruce up your website to communicate your expertise and secure new business.

  • Positioning Statement: I will give clear guidance on how to frame your positioning statement.

  • Lead Generation Plan: A tactical guide to generate leads based on your positioning.


Our CLIENT ACQUISITION advisory service is designed to give you clarity and confidence in the strategic direction of your agency.

details

  • Location: Virtually via video calls

  • Timeline: 8 - 12 weeks (about 3 months) start to finish.

  • Fee: $9,500