The Agency Roadmap is an opportunity for growth and discovery. The two of us can meet, discuss your current situation, review your desired outcomes, and determine the best options to get you moving from where you are to where you want to be.
An Agency Roadmap is where all client engagements begin. There are many benefits to us working collaboratively on this project:
Bridge the gap between the outcomes you have in your head (attracting “the right” clients, creating better systems, increasing profitability, owning your role, etc.) and implementation.
Prioritize your goals and outcomes (you can do anything, but you can’t do everything).
Reduce the risk surrounding your end goals by discussing the outcomes you’re looking for and your situation. Address any assumptions or concerns about the project.
When we collaborate on an Agency Roadmap project for your business, we’re all in. Let’s work together to provide you with trusted advice and guidance.
My role is to provide guidance, LEARNING IF YOUR PLAN is what you need to do.
At the completion of the Agency Roadmap Project, you’ll receive several deliverables to help enhance your understanding of how to best reach your goals:
A recording of our conversation for your reference.
A written report offering my insight and expertise on the best options for your business as you move forward.
A proposal to implement the best options for your business.
Once we have finished the analysis, it’s time to act. You can either hire me, or choose to handle implementation of the plan on your own.
“After participating in the Agency Roadmapping program, I’m feeling a lot more confidence about my business growth opportunities and overall direction. If you are ready to take your business to the next level, then start working with Jeff today!”
Apply for your aGENCY roadmap project today
Are you ready to get expert insight into your essential outcomes?
Click the button below and fill out the form for our Agency Roadmap project.
Once I hear from you, I’ll follow up with a few additional questions to learn more about the outcomes you’re looking for.
After that, we’ll schedule a short, initial meeting so I can answer any questions that you have.
If we both feel that working together would be a good fit, you’ll pay for the Agency Roadmap Project, and I’ll send over more information and next steps.
Once you apply, my goal is to help you decide if working together is the right investment for your business—not hard-sell you on something that you don’t need.
how does an agency roadmap project work?
Once you pay, you’ll receive a questionnaire regarding your business, the outcomes you’re looking to achieve, and your current circumstances.
Next, we’ll schedule a time for us to have an in-depth, 60-minute “Working Session” conversation to dive in.
We’ll discuss your business, the situation you’re experiencing, and your ideal outcomes. I’ll contribute my insight to your available options and answer any questions you have.
After our call, I’ll thoroughly research your situation and outcomes to determine the best course of action.
Finally, I’ll put together a report for you and your business. In this report, I’ll summarize the major takeaways from our meeting and contribute my insight and expertise to the different options at hand for your business. Together, we can decide the best path for you to follow to achieve your intended outcomes.
You can expect to receive your report within 5 business days of our meeting.
what’s unique about an agency roadmap?
Unlike other advisory firms who offer a free consultation before sending you a proposal, an Agency Roadmap assures that our collaborative planning gets the same attention as any other paid project.
You can rest easily knowing that my recommendations on how you should proceed are founded in logic and experience. They are based on a detailed discussion about your business, your goals, and your current situation. This allows me to fully understand the situation you’re experiencing and the outcomes you’re looking for.
A ‘free proposal’ without exhaustive research is, at best, speculation.
take action now
An Agency Roadmap project is only $600.
If you want a plan that will help us both understand the right steps toward achieving the outcomes you’re looking for, you’ve come to the right place.
An Agency Roadmap is an easy way for us to review the outcomes you want to achieve and discuss the options for you to get there.
i only work with two new clients each month
And the only way to get started is with an Agency Roadmap Project.
If you’re interested in:
Creating a clear plan of action
Reducing the risk around achieving your end goals
Trying out a low-risk, easy-out consulting relationship
Then an Agency Roadmap is a terrific way to move forward. By working together, we can decide what steps you can take to achieve your outcomes.
Click the button below and fill out the form to apply to work together. Once I hear from you, I’ll follow up with a few additional questions to learn more about your desired results.
After that, we’ll schedule a short, initial meeting so I can answer any questions that you have.
Next, if we both feel working together would be a good fit, you’ll pay for the Roadmapping Project, and I’ll send over more information and next steps.
Once you apply, my goal is to help you determine if working together is the right investment for your business—not hard-sell you on something that you don’t need.
details
Location: Virtually via video call
Timeline: 2 - 3 weeks from start to finish.
Fee: $600