Agency Builder by Agency Training

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Agency Builder

Designed to Scale

3 Core Areas

1. Sales

2. Team

3. Profit

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.

Training Materials

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

Audience Matrix

Reddit Scraper

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

The net

Designing your pipeline

Pipeline Tracker

Agency Pitch Deck

[WEBINAR] Developing a Sales Process

Managing Your Client Relationships

Overview – Customer Relationship Management

Client onboarding

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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