Our 7-Step U.P.S.C.A.L.E Client Attraction System (Overview)

THE MAGIC IS 'SYSTEMATIZING!'

EVERYTHING in your business should be thought of as a 'system,' a process / routine which you do over and over. This program is designed to help you to systematize the following business processes:

  • Website: Lay the foundation for your website to do the ‘heavy lifting’ in taking your visitors to the next steps.
  • Prospecting: How to attract, inspire, and invite your ideal clients to visit your website to ‘learn more.’
  • Marketing: Position yourself as an expert in your field and someone your ideal clients can come to for help.
  • Consultations: Simple strategies to have your potential clients wanting to work with you even before you ever speak with them!
  • Selling: The critical keys to crafting your proposal and closing the sale.

Once systematized, simply 'rinse and repeat' and you will be better equipped in having your systems deliver new business to your doorstep!

Please note the following:

  • This is a self-paced program. We recommend you spend approx. 5-10 hours per week. In some modules, it will take some time for you to edit templates for your needs; others you can simply agree for us to implement a strategy and move forward.
  • We offer a plethora of strategies, but it's probable some of the ideas presented will not resonate with you and your business model. As you go through the program, you will need to think about whether the strategy presented makes 'sense' in the scheme of systematizing your business. You will need to apply some critical thinking and determine (or ask your project manager or Jaimie if you're not sure), "Does it make sense to do 'Y' if I don't have 'X' in place yet?" Our program is structured to build--one step on to the next. Whatever you approve to have us implement will be done in the order we believe to be the priority. However...(see PDF below and print as a 'checklist' for the following items).

Priority Sections for Handoff.pdf
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