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Day 2: AI Agency Bootcamp | Business Foundation [FULL COURSE] — Transcript

by Sebastian Wennmalm · 26,241 words · 3,681 segments · language en · Watch on YouTube

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0:01What's good people and welcome to
0:02another module of the AI agency boot
0:04camp. This is module three. Um, if you
0:06haven't watched one and two already, go
0:08do that. Both of them came out very good
0:09in my opinion. There's a lot of value in
0:12the mindset module especially. So, if
0:14you haven't watched that one, go do
0:16that. Um, this is going to be a more,
0:18you know, business foundation module.
0:19We're going to follow a eight-step
0:20framework. This is more of the technical
0:23business setup things. Um, not
0:25necessarily the stuff that moves the
0:26needle, but it needs doing. And with
0:28that said, I wouldn't recommend you
0:30spend more than 24 hours on this
0:31collectively. So, you're going to pick
0:33your agency name, going to pick your
0:35niche based on all the data that we
0:36have, and also give you an AI agent to
0:38help you out with that process. We're
0:39going to map your entire offer front to
0:40back, all your packages and pricing that
0:43you're going to communicate to the niche
0:44that you choose. Uh, domain and Google
0:46Workspace setup, go high level setup and
0:49brief walkthrough of the platform. We're
0:51going to launch your website and then
0:52also touch a little bit on legal and
0:54financial foundations. At the end of it,
0:56Claude is kind of giving you a guide on
0:58how much you should spend on each of
1:00these. As long as you're within 24
1:02hours, that you're done with all these.
1:04Um, you'll be good. But don't get stuck
1:07up on the website or setting up your,
1:09you know, Google Workspace or picking
1:11your name, especially the this is
1:12something people spend way too much time
1:14on. Um, these are all things that needs
1:17doing, but doesn't move the needle
1:18whatsoever. Uh, and in this module, I'll
1:20give you resources and documents and AI
1:22agents and notion templates, every
1:24single thing that you need to make this
1:25process easier. Now, first of all, what
1:28is an AI agency and what is it that
1:29we're actually selling to our clients? I
1:31could go on uh forever about this,
1:33especially the current state of the
1:35market that we're in and how this
1:37business model is going to keep evolving
1:39throughout the next two, three, five
1:40years. It looks a lot different uh today
1:43than what it what it did a year and a
1:44half ago and it's going to keep evolving
1:47and uh kind of escalating with every new
1:49AI tool and feature uh that releases. So
1:53at the core of it, an agency uh in and
1:55of itself is a business or organization
1:57providing a particular service on behalf
1:58of another business person or group, a
2:01service-based business. In more simple
2:02terms, this could be a content service,
2:03a paid marketing service, an SEO
2:05service, etc. Agencies have been around
2:07for a long time. There's always been
2:09marketing agencies primarily operating
2:11as media brokers back in the day where
2:13you had to buy an advertising position
2:15in a newspaper or articles or even
2:17television which was the old way of
2:19doing marketing uh before social media.
2:22There always had to be a middleman
2:24between a certain medium or marketing
2:25action and a company that needed it. And
2:27for that some companies or people
2:30independent contractors taught
2:31themselves how to market for them and
2:33charge a fee upfront or a percentage of
2:35what they made that company in return.
2:37However, in the past 10 to 15 years,
2:39what I'd say the agency model has gone a
2:41revival because of the internet. All of
2:43a sudden, everybody is spending their
2:44time on the internet. Thus, companies
2:47have to got got to adapt uh and market
2:50themselves to the internet and social
2:51media. And the people that have been
2:52able to learn these skills, paid ads,
2:54SEO, AI, and content have been able to
2:57capitalize on the opportunity. Now, what
3:00type of agency is an AI agency? There's
3:02multiple different ways of running an AI
3:04agency. There's a lot of different
3:05services you could offer with AI to your
3:08clients. I'm sure you already understand
3:10kind of the concept of helping
3:12businesses implement AI into their
3:14operations and why that could be
3:15valuable since there is a huge demand
3:17for it and not a lot of companies have
3:19caught up to this new AI wave and they
3:21have yet to figure out how to use it to
3:22their advantage. A few examples of this
3:26kind of goes in different generations of
3:28um AI agency services in my opinion. A
3:31few examples of AI tools that you could
3:33offer is AI automation to kind of you
3:36know create workflows within a business.
3:38If you go to a barber for example or uh
3:42any type of clinic and you can kind of
3:43automate their workflows so they don't
3:45have to respond to emails or they don't
3:47have to you know
3:50take care of too many steps within their
3:51communication in their team for example.
3:53um you could build AI automation within
3:55their business and that could be uh
3:56built inside of NAN or make or go high
3:59level or even sapier more on the back
4:01end. I have a hard time viewing this as
4:04AI automation so far. I would more say
4:07this is just regular automations
4:08especially on on go high level and
4:10probably make as well. Uh anybody that
4:13tells you go high level is AI automation
4:15is really lying to you. Um but this is a
4:19great service. It's it's never something
4:20that we've had on the in the center of
4:22it. is nothing that I really, you know,
4:24at the core of it just as a simple um
4:28independent service view uh as something
4:31that's very valuable to the average
4:33company. So, we use it and uh we also
4:35have an in-house AI developer team for
4:37our agency that helps us with a lot of
4:39this stuff, but it's it's like more than
4:41the back end. Uh it's nothing that we
4:44pitch to businesses. Then we have AI
4:46content and creatives. Um this could be
4:48if you you guys probably familiar with
4:50Sora 2 um with AI creative and AI
4:53content and um a few of the tools that
4:56we've been using is Cream 4.5, Cling AI,
4:58GPT 1.5, Art List or Nano Banana uh
5:02which is more of the like that's their
5:05uh AI creative feature, but that's
5:08probably the most regular one uh and
5:10some of the best AI content out there at
5:12the moment. Deli AI is good for like
5:14static creatives. uh Google Gemini,
5:16Creatify.AI and Higsfield.AI.
5:19Higsfield is more of a a supermarket if
5:22you will for AI. It's not really a tool
5:24in and of itself, but it's good to, you
5:26know, it hosts all of these tools in one
5:29place. Then we have voice agents or kind
5:32of receptionist if you will. Um voice
5:34agents is kind of the core of the
5:35service. We've used Vappy for the most
5:37part, but Sinflow and 11 Labs are both
5:39good platforms for this. Um and this is
5:42great if you want to. We we use this a
5:44lot for lead conversion or uh if there's
5:47AI receptionist if you call for Airbnb
5:50support for example, there's always been
5:53um a person calling you up and and
5:55helping you out with your issues or if
5:57there's a booking that needs to be done.
5:58This can all be automated with AI
6:00nowadays pretty much. You don't need
6:01humans to do this anymore. So, that's a
6:04very valuable service. Um and later on
6:06in this boot camp, we're also going to
6:07teach you exactly how to set all this up
6:09um step by step so you can kind of learn
6:11the back end of all this stuff. And then
6:13the new generation of AI is more agentic
6:15AI. Um, still super new and almost too
6:19new for most people to even dabble into
6:21this at the moment. Um, the different
6:24different difference between Agentic and
6:27generative AI is we're not anymore the
6:30same way independent we're dependent of
6:32humans to prompt or code or even really
6:35give AI initiative uh before the AI can
6:37operate. This is more of a almost
6:40operating as a human. Um and um you know
6:44Chad GBT released Codex 5.3 which is the
6:47first like as far as I'm aware the first
6:50coding um feature where now you don't
6:54need the human to prompt or code an AI
6:57in order in order to you know create an
6:59outcome. AI can kind of do it in of
7:00itself. And this is really where we're
7:02looking at like properly replacing uh
7:05humans in in jobs where you know we
7:08don't need to tell the AI what to do
7:10anymore and they can kind of operate as
7:11an independent human. Uh the first one
7:14to come up with this but open claw or
7:15clawbot which is now acquired by open
7:17AI. We also have perplexity um and also
7:21Claude's co-work which is probably going
7:23to take over all this stuff. Um, to be
7:26honest, you know, Claude is pretty much
7:28always the in the in the forefront of
7:30these services the past 6 months. I also
7:32want to say this is a perspective that I
7:34got from a good friend of mine and
7:36within the AI market, it's always better
7:38to be the second mover than to be the
7:40first mover. What that means is
7:43everybody's buying the hype when it
7:45comes to AI and we don't really know
7:46what's what's going to be the best. Like
7:48you know, open claw is
7:51essentially a mini computer that
7:52operates on its own. And it's so
7:54powerful if you if you give it all your
7:55information, it's like AI agents working
7:57on your computer uh and doing all the
7:59tasks for you. And you know, most people
8:02instead of like operating that on a
8:03separate VPS inside of your computer,
8:05they got Mac minis, which you've
8:07probably seen, um to kind of operate in
8:11its own ecosystem. and people bought up
8:13like I've seen people buy 500 Mac mini
8:15min minis um to where nowadays you don't
8:19or nowadays like that was you know three
8:21months ago four months ago um but with I
8:24don't believe with cloud cowork you're
8:25not even going to need a Mac mini
8:27anymore so now you have people out out
8:29here like looking like idiots buying up
8:32all the Mac minis and um now they don't
8:34need them anymore so it's it's never
8:36good with this whole AI movement to to
8:39buy the hype and and move too fast I
8:41would kind of, you know, wait a bit and
8:44see what the market actually does before
8:45I actually act on something cuz then you
8:47can kind of take the the bits that
8:48perform the best and that makes the most
8:50sense uh according to the market to
8:52create the most valuable service for you
8:54know the market that you're providing it
8:55to.
8:59So all these tools are somewhat
9:01revolutionary AI softares that we can
9:03use and automate to simplify a lot of
9:04things inside certain businesses. And
9:06the businesses that tend to benefit of
9:08this the most are local businesses.
9:10They're easy to reach, sitting on a lot
9:11of cash, not too techsavvy, and they
9:13have extreme demand for AI in order to
9:15grow.
9:16Now, there's one thing that all
9:18companies out there value higher than
9:20anything else, which is growth, or in
9:22more simple terms, money. Don't ever
9:24make the mistake of thinking any company
9:26values something higher than money. This
9:28doesn't mean a company wouldn't pay you
9:29for a website or a simple automation or
9:31something that isn't money driven the
9:32same way. However, if you want to charge
9:35big money, you need to uh directly make
9:37the company richer.
9:39So, in fact, out of all the money that
9:42I've invested into my own business
9:43journey over the two two and a half
9:44years, every single time I've invested
9:46into something was because I saw that
9:47investment can contribute to me making
9:49more money. I'll get into what I mean
9:52about this later, but you know, too many
9:54people are using um AI as kind of a
9:57shiny object and just like waving it in
9:59front of like these companies. And since
10:01it is new and there's so much, you know,
10:04talk going around about AI, you know,
10:06people are kind of, you know, buying the
10:07hype
10:09even though it doesn't really contribute
10:10with any value to their company. Um, so
10:13the approach that we have taken with our
10:15agency is, you know, make the companies
10:17richer, uh, make them more money with AI
10:19services that we put in place for them.
10:21Even though that means that at the
10:23moment we don't use the AI as much as we
10:25probably could do. Like all these
10:26services, if you wanted to just like
10:28bombard them with AI to like make it as
10:30shiny as possible, we could just put
10:34this like all of this in place and then
10:36just give them like a, you know, stacked
10:38AI offer, but instead we would, you
10:40know, put the growth and them making
10:42more money as the number one priority
10:45and then just use AI to kind of help
10:47help out with that. Um, I probably
10:50invested I mean I've lost count at this
10:53point. Probably 45 between 45 and 55
10:56grand into services um or courses,
11:00mentorships um systems, hires across the
11:03past 2 and a half years. Not a single
11:05time that I invested a lot of money into
11:07something was it because you know I
11:09wanted to make something more
11:10aesthetically pleasing on my website or
11:12you know I needed to clear up my time
11:14even though that is very valuable.
11:16Every single time I've invested a lot of
11:18money into something is because I
11:19thought that that investment was going
11:20to make me more money in return. If the
11:22thing that a company values higher than
11:24anything else is money, the only way
11:25you're going to convince them to give
11:26them give you a large chunk of their
11:28money is if you make them more money in
11:30return. This is like kindergarten math.
11:33If you have a company that values this
11:35is like there's nothing that they value
11:36more than money just in terms of
11:38company. Maybe like on a personal level
11:40they obviously care more about family. I
11:42would hope. But if they on a company
11:44level cares about money, the only way
11:47the the only thing that you can, you
11:49know, give them with your offer that's
11:51going to, you know, give make them give
11:54you uh money in return is if you make
11:56them more money uh and a lot of that.
11:59So, you have to communicate a direct
12:01monetary outcome for them to pay you a
12:04lot of money. We're talking five
12:05figures. Like every single I've might
12:07have invested a couple thousand bucks
12:08into something that like wasn't directly
12:10money driven, but every single time I've
12:12invested five figures, meaning $10,000
12:14or above, it was because I, you know,
12:16thought that that was going to make me
12:17more money directly or indirectly. With
12:21this in mind, the best possible service
12:23that we could offer to a local business
12:24out there is mixing growth with AI.
12:26We're using AI to help companies grow.
12:28Essentially, I've seen two types of
12:29agencies in the past couple years. AI
12:30agencies that sell software. So, the
12:33actual thing, this is what they're
12:34selling. this is what they're pitching
12:36and everybody is selling this. They're
12:37doing it on the back end. But I've seen
12:40people directly communicate these things
12:42to the companies as a value proposition
12:44compared to the second type which is AI
12:46agencies that sell outcomes and the
12:48result of their software. You want to be
12:50the second one. This one this is how by
12:53far so far with all the different AI
12:56agencies that are out there and all the
12:57AI services that I've seen, these are
12:59the ones that make the most money by
13:00far. Now, I like to give this example
13:04with a baby seeing their hands for the
13:05first time. I don't know if you've ever
13:06seen, you know, baby that's like a year
13:09old uh usually has a moment where they
13:12like see and pay attention to their
13:13hands for the first time. They could sit
13:14and like all of a sudden they just
13:16realize they have hands. It's like this
13:17new thing for them. They've never seen
13:19their hands before or at least paid
13:21attention to them and they can sit and
13:23stare at their hands for literally like
13:255 10 minutes and just figure out what it
13:28is. And it's it's so cool. You have
13:29hands. Um, but later on that's that's
13:32not going to remain cool for them. I
13:34mean, it certainly isn't cool for me
13:35anymore. So, that's only cool for so
13:38long until you actually have to teach
13:40the baby what to do with their hands.
13:43It's not going to be cool just to to
13:45stare at them for your entire life. You
13:47actually have to teach the baby how to
13:48use your hands and how to make something
13:51useful with them. And the same goes with
13:53AI. I kind of see the state of the
13:55market that we're in at the moment. as
13:56well. Like we're waving this like shiny
13:58object that is AI in front of them and
14:00you know they're just buying. They're
14:02just like wow it's AI. But after a while
14:04they're going to realize this this AI
14:05thing and this entire AI boom is quite
14:07regular and everybody is using AI uh in
14:10their company. So after a while you're
14:12going to have to use AI for something
14:14that's actually, you know, that creates
14:16value and that creates money in return.
14:19Since the whole AI movement is so
14:20revolutionary, company companies have
14:22been buying the hype for the past couple
14:23years and will most likely continue to
14:24do that for a bit longer. But sooner or
14:27later, they will start to realize where
14:28the real value is. You shouldn't look as
14:30an at an AI agency offer as the software
14:32itself. Use the timeless way of scaling
14:34a company digitally. We'll go through in
14:36a second, which is this one. Um, and
14:38leverage AI to make that system 10 times
14:40more predictable, faster, better, and
14:42also a lot cheaper since you're cutting
14:43down on human labor. These are the four
14:45components to to a front-end sales
14:47process. This is going to remain
14:48timeless for the next decade. I
14:50guarantee you and that's probably most
14:53of what you guys care about. I don't
14:55think any of you are really in this game
14:56to do this what I'm teaching in this
14:59boot camp for the the rest of your life.
15:01Um so the the four components to front
15:04end sales process this is this is the
15:06way you scale any company and you know
15:08at the core of it you know you get
15:10attention and backend sales process is a
15:12different thing that's referrals that's
15:13returning customers. That's but we can't
15:15control that. That's not what we're
15:16offering to, you know, our clients or
15:19our niche. It's attention uh which in
15:21this case is lead generation. It's
15:23conversion of that attention because if
15:25you just get attention but you can't
15:26convert it, that's not going to lead to
15:28money. So you do appointment setting. So
15:30you actually have to convert these leads
15:31uh that you get from the attention that
15:34we get from the campaigns that we
15:35launch. Sales, closing deals and making
15:38money and then tracking. So an overview
15:39and data of this entire system that we
15:41can re iterate upon and um you know
15:43these are the three at its core. for
15:45these other three. But then we also put
15:47tracking in place cuz if you don't have
15:49an overview, you don't know your metrics
15:51or your KPIs, it's going to be hard for
15:52you to scale further. If you have these
15:54four dialed in in the front end process,
15:56you can scale any company. And this is
15:58like I don't know what people think just
16:01because AI is out there like this that
16:03this is not the rules anymore. Like this
16:04is going to remain the most valuable and
16:06the only way to scale any company pretty
16:09much, especially a service- based
16:11business. If this is like if it's a
16:14physical product like ecom you're
16:15selling and this might be different but
16:18in the grand scheme of things this is
16:20still the way you scale any company
16:22pretty much this is the traditional
16:25digital marketing agency offer. These
16:26are the four components to making a
16:28sales to making sales for businesses.
16:30However, the everlasting issue with this
16:33is that there's a lot of different
16:34metrics that has to be in place for this
16:35to work. Hence why so many businesses
16:37are willing to pay agencies to solve
16:38this for them and make sure that
16:40everything is done correctly. This looks
16:41simple but when you dive deeper it's
16:44it's very complex um to have every
16:47single you know all these four
16:49components dialed in. So you know what
16:52I've done for the past year and a half
16:53is figure out how to leverage AI to take
16:55care of as many components within the
16:57sales process as possible and as many
16:58subcomponents within each component as
17:01possible. Meaning the or the truth is if
17:04this system works for a business and you
17:05can guarantee that it's not that it's
17:07going to work that business will pay you
17:08anyways. They don't really care about if
17:10it's done by AI or not as long as it
17:12works and they're making money. Once
17:14again, their only priority. So, I I
17:17wouldn't, you know, use AI. Like AI is
17:20is only going to be this like front end
17:22thing that you wave that like actually
17:23is the value proposition for maybe
17:25another year, but then you know a year
17:28or two from now, AI is going to be like
17:29the core of the world. Like everybody's
17:31going to be using AI. A great example of
17:34this is um kind of like selling a house
17:39back in I don't know when that was but
17:41let's say 100 years ago um in 19 1926
17:46um let's say you sold a house with a
17:48value proposition that that that house
17:49had like a floor like a proper floor a
17:52wooden floor or a you know marble floor
17:56whatever it is um back in the day like
17:59if you if you sold a house today like
18:02let's say you went for a listing to to
18:04you know buy a new house and the value
18:06proposition was this this house has a
18:07floor. You would be like every house has
18:09a floor. What's the new thing with this?
18:11But back in the day like that was
18:12actually a new thing. Like you could
18:14actually sell a house in the 1920s
18:16because it had it had a proper floor.
18:18That was like a real thing. Like you
18:21know not not all houses has floors and
18:24people would actually buy the house
18:25because it had a floor. But you know if
18:27you did that today that would be like
18:29the stupidest thing ever. Now you have
18:30to sell a house because of different
18:32things that comes with the house because
18:33the floor is just like the bare minimum.
18:36AI is going to be the same thing. Like
18:37now we're in that, you know, area uh or
18:41that state of market state of the market
18:43where you can actually pitch businesses
18:45on the fact that you have AI cuz it's
18:47it's new. But there's not going to be a
18:49single agency out there 5 years from now
18:51that doesn't have AI. That's just going
18:53to be that's going to be the bare
18:54minimum. It's like like
18:575 years from now like telling somebody
18:58that you run an agency manually without
19:00AI is going to be like selling telling
19:02somebody they run um
19:05a business without any any people not a
19:08single CEO not any employees like that's
19:10just going to be like what are you doing
19:12pretty much
19:14um so I would this is still the core of
19:19the offer that we communicate to our
19:20niche Because
19:24like them making more money should still
19:26be the value proposition. AI shouldn't
19:27be the value proposition, but them
19:29growing their company because of our
19:30offer and because of our service should
19:31be the value proposition. We're able to
19:34use AI to make this process 10 times
19:35easier. And we've only begun. AI is
19:37going to keep developing until it can do
19:39the job fully itself. So, we're still in
19:41the early stages of this. Now, you may
19:43ask, if AI can take care of all this in
19:45such a simple way, why don't the
19:46companies just do it by themselves? How
19:48is this going to be around for more than
19:496 months? And this is a pretty accurate
19:52uh picture of the current state of the
19:54market in my opinion. This is what
19:55possible to do with AI.
19:58This is the amount of businesses or
20:00people using AI. So this is like all the
20:03possibilities still like nobody uses AI
20:06even nearly as close um or as much as
20:09they could. This is people uh people are
20:12aware of AI AI's capabilities. So the
20:14amount of people that actually know that
20:17this is how much AI can do. These are
20:19the amount of people that you know know
20:20about AI's capabilities. Essentially,
20:23people that know how to use AI, which is
20:24even less rare. And then this is people
20:26that know how to use AI, they even care
20:28to make a change. So, I'll explain this
20:31in a way that make more sense. The one
20:32thing that no one ever seems to take
20:34into consideration when questioning
20:35these opportunities is inertia. This is
20:37also sorry this is also what Elon Musk
20:40said um as like the main reason why we
20:43don't go ahead more um or do more with
20:47AI as it as it currently is. There's
20:49been studies on the fact that with the
20:51AI that we currently have we can replace
20:5457% of the world's workforce
20:58like the the current workforce 57% can
21:00be replaced by the AI that we have
21:02today. Not the AI that we have in 5
21:03years. Not the AI that is currently
21:05being developed. the AI that is
21:08today 57% of the world can be replaced
21:10by that AI. Now, the only reason why 57%
21:14isn't replaced is because of inertia.
21:16It's just the humans natural way of not
21:20giving a about making a change.
21:23Essentially, every single time there's a
21:24new way to simplify something or make a
21:26lot of money or optimize your health,
21:28the question seems to be why isn't
21:29everybody taking advantage of this? You
21:31tell me. usually like if I you know
21:34express a new opportunity or um a new AI
21:38tool, the question always seems to be
21:41wait well why isn't everybody doing
21:43that? The the people that ask me why
21:44isn't everybody doing that aren't even
21:46doing it themselves.
21:49So inertia is a real thing. Like you're
21:51going to be surprised by how useless
21:55people are. And I'm not I'm not saying
21:57that this is the entire reason why you
21:58can offer these services. That's like
22:00far from the truth. But because like
22:03quite frankly AI is the most valuable
22:06thing that you could you know implement
22:07for companies nowadays. But I'm just
22:10saying this is a huge factor that nobody
22:12even takes into account when uh when
22:15making these calculations like inertia
22:17is a a proper thing and um I would just
22:21explain it as you know the humans
22:24um
22:26like humans don't really care about
22:28making change whatsoever. Like if we
22:30have something that's worked for the
22:31past 50 years, which is having employees
22:32at your company and it doesn't like it
22:34doesn't make your company bankrupt,
22:37um, and you know, everybody's satisfied
22:39and everybody has a job and everybody
22:41can kind of feed their families, you
22:43know, that's going to be fine for like
22:45not forever cuz a lot of these like
22:47business owners acknowledge the fact
22:49that they have to implement AI sooner or
22:51later, but it's still going to be, you
22:54know, really pushed into the future. Um,
22:57and you know, we're going to keep on
23:00just working as we've always done. Um,
23:03it's also not like necessarily a fun
23:05decision to make as a business owner if
23:06everything is working kind of as it is
23:08to just say to all your employees,
23:10you're not going to have a job tomorrow
23:12because AI can replace you. Um, humans
23:15have a natural resistance towards doing.
23:18This is very true. And this goes for any
23:20type of like this goes for business
23:21owners, this goes for just regular
23:23people. As long as the market remains
23:25this way, you have the ability to
23:26capitalize on this and get ahead of the
23:28curve.
23:29So what is it that we're selling? This
23:31is the best way that I can describe it
23:32is lead generation taken care of by AI
23:34plus lead conversion taken care of by an
23:36AI plus tracking/custom dashboard with
23:38the overview of performance. So all the
23:40data and metrics of this system um so we
23:44can reiterate upon the bottlenecks and
23:45and look at where the issues are um and
23:50where water is kind of flowing out of
23:51the wall. uh built with with assistance
23:54from AI tools packaged and sold as an AI
23:56license infrastructure. How we put all
23:59these systems together is what I'm going
24:00to walk you through in the coming
24:01modules. If anything sounds confusing,
24:03it'll be clear enough soon uh clear soon
24:05enough. We're selling the outcome
24:07instead of the features of an actual AI
24:08software and we're selling it as
24:09licensing instead of a service. This is
24:11how you build something scalable. So,
24:13we're essentially putting together a
24:14package of the most applicable AI
24:16services plus the marketing because
24:18we're still going to run ads for these
24:19companies. That's still the the core of
24:21it to get attention and to actively
24:23drive more business to uh to our
24:25clients. If you can master a niche, get
24:27really clear on who you're helping and
24:29what you're helping them with, what the
24:30deliverables are, you can capitalize
24:32immensely on this AI movement. Now, to
24:33the actual technical steps of all this,
24:35I don't want you to spend too much time
24:36on on any of these things, but we're
24:38going to pick a name for your agency.
24:39This is the last thing I want you to
24:40overthink. Names for agencies are utmost
24:42unimportant. Uh however, a few things
24:44are worth taking into consideration um
24:47or a few things worth taking into
24:49consideration are the following. Check
24:51if your agency name is in some way,
24:53shape or form that you're satisfied with
24:54available on the domain host and on
24:56Instagram since you probably want a
24:58certain a clean domain and a clean
25:00Instagram name if you're looking to use
25:02it. This is always worth checking before
25:03you decide on name. actual name doesn't
25:05really matter, but it could be nice to
25:07have, you know, a clean looking name
25:10like at your Instagram uh at and also um
25:18now to the actual technical steps of all
25:20this. Um I don't want you to spend too
25:22much time on this, but we still got to
25:23go through it. Uh picking a name for
25:25your agency. This is the last thing I
25:26want you to overthink. Names for
25:28agencies are utmost unimportant.
25:30However, a few things worth taking into
25:32consideration are the following. Check
25:34if your agency name in some way, shape,
25:36or form that you're satisfied with
25:38available is available on the domain
25:39host and on Instagram since you probably
25:41want a clean domain and a clean
25:43Instagram name if you're looking to use
25:45it. This is always worth checking before
25:47you decide on a name. This has always
25:49been like I just wanted to have a clean
25:51agency name and I wanted to have a clean
25:53domain. So before you like decide on a
25:55name, if you search it up in GPT or any
25:57like prompt that can help you with um
26:00picking a name for your agency, don't
26:01just choose something and go with it.
26:03actually check like on the domain host
26:05whether it be GoDaddy or Nameshep
26:07whatever whenever you're wherever you're
26:09buying your domain and uh also if you
26:12can have some like clean um name
26:15available on Instagram cuz that would be
26:18important if you care about it like it's
26:19optional to even have an Instagram for
26:21your agency but that's always something
26:23like small details uh having something
26:25look aesthetically clean on a website or
26:27Instagram account is way more important
26:29for your brand than having a good or
26:30cool name a lot of people think about a
26:33good name than for something that
26:35actually looks um that look good. Thus
26:38to supply the aesthetics with a good
26:39name is going to be very low. So this is
26:42a lot of people thought that before you.
26:44So the actual name, let's say you want
26:46like a cool name. If you want a cool
26:48name, a lot of people have probably
26:49thought of that name before. So what
26:51makes more sense in my opinion cuz I'll
26:53tell you this as well, like the what
26:54your agency is named, nobody's going to
26:56care about that. It could be named
26:59literally anything. So, um, just pick
27:02something that you're satisfied with and
27:03that looks clean. I would rather have
27:04like a clean name, um, without a bunch
27:07of dots or underscores or numbers or
27:10whatever it is on your Instagram name.
27:12Like something that just looks clean and
27:14ideally something that, you know, you
27:15can get for a.com
27:17domain um, on the website without, you
27:21know, it being super expensive. Because
27:23if you have like a cool name and you
27:24want a dot domain, which I would
27:26recommend for the most part, a lot of
27:28people have probably thought of that and
27:29then the domain is either going to be
27:30unavailable or be sold for, you know, 30
27:34grand. So, you probably don't want that.
27:36Plenty of people say don't overthink the
27:37name. It isn't important, and I do agree
27:39for the most part, but this could be
27:40worth considering. Don't spend more than
27:4130 uh to 60 minutes doing research on
27:44this and having the name finished and
27:45established. After that, you should be
27:46doing higher leverage tasks. aside from
27:49doing research and uh by the way, the
27:51reason I say this is like I've seen
27:52people spend a month on picking a name
27:54for the agency because they think that
27:55that's like the core of their agency is
27:57what it's what it's called. Nobody
27:59cares. So, you know, spend an hour on
28:01this and then you're good. Uh aside from
28:03doing research uh and using your own
28:05imagination, your initials, your name,
28:07your interest to come up with a name, I
28:09would use AI to give me examples of the
28:11names. Last thing worth noting is having
28:13a niche related name. Some people say
28:15you should have a name related to your
28:17service or your clientele. I think
28:18there's a very low advantage um to be
28:22made with your name as long as you're as
28:24long as the messaging of your offer is
28:25communicated clearly through your ads,
28:26your outbound campaigns, your website
28:28and your funnels. So, I wouldn't
28:30recommend a lot of people say you need a
28:32you know name related to your niche um
28:37like realtor scale or um you get the
28:40point. I I don't think that that's very
28:42important because you're going to
28:42communicate that you know through other
28:45um ways anyway.
28:47Having a niche neutral name is also
28:49timeless uh which would work in your
28:51favor if you decide to switch niche or
28:52offer later down the line. In my
28:54opinion, having a timeless and niche
28:55neutral name is going to serve you more
28:57then it's going to damage you in the
28:58long run. But it's uh up for you to
29:00decide. So in case you decide to like I
29:03think it's clean to just have something
29:05that just like is timeless. It doesn't
29:06mean anything. It's not you know
29:08attached to the niche or your name or
29:10anything. Um just something that doesn't
29:12mean anything cuz that's that will put
29:14less restrictions.
29:16um later on once you scale or if you
29:18build this up to like a multi, you have
29:19dozens of employees working for you and
29:22you're even operating in multiple
29:23different niches, you don't want
29:24something that you know is a touchy
29:26niche. I would use Claude Manis or even
29:28GPT. Uh if there's anything I would use
29:31GPT for, it would be this actually. So,
29:34uh to pick a name, just tell them tell
29:35them, you know, give me a few names. Um
29:39I think you get the point of that, but
29:40that's what I would use for it. The
29:42second step is to set up your niche,
29:44choosing the market and what type of
29:45businesses you want to work with. We do
29:46this because of two reasons. To be
29:48specialist within one specific field and
29:49niche down on what we offer to certain
29:51to a certain clientele and for the
29:53businesses that we reach out to or run
29:55ads to to feel targeted. Businesses
29:57would much rather work with a specialist
29:59than a generalist. And so many people
30:01make the mistake of targeting all types
30:02of businesses because they feel like the
30:04market is bigger. You should get really
30:06good at serving a small number of
30:07businesses rather than becoming okay at
30:09serving everyone. If you were a
30:1145-year-old uh overweight man, which
30:13fitness coach would you rather buy from?
30:15First one, I am a fitness coach and I
30:16help people that want to uh be more
30:19consistent in the gym, follow a strict
30:20routine, and achieve their dream
30:21physique. Second one, if you want to get
30:24in the gym, but you find it hard to find
30:25time because of family work and watching
30:27sports on the weekends, then I have the
30:28solution for you. I'm a fitness coach
30:29spec specifically specialized in helping
30:31overweight overweight men between 35 and
30:3345 in Clarksville, Tennessee that's
30:36working a job and want to lose weight um
30:38to be healthy and live longer, lose 40
30:40lbs in 90 days while still being able to
30:41eat your favorite foods and only train 3
30:43days a week. This is not really a good
30:45value proposition cuz it's pretty too
30:48almost too much information, but you get
30:50the point. like you need to the reason
30:52you choose a niche is for your niche to
30:54feel targeted cuz that's like if you
30:56have some personal personalization in
30:58the ad creatives or you know the
31:00outreach campaigns or whatever it is
31:01you're doing they're going to feel like
31:03okay this is really for me and if you
31:05like if you are a overweight man with
31:09whatever many kids that you you're
31:11living in Clarksville Tennessee that's
31:12working a job and still want to lose
31:13weight but you you still want to eat
31:16your favorite foods and you want to you
31:18know if you if fit all these like
31:21descriptions. Like it's not a lot. The
31:23point is not a lot of people are going
31:25to relate to this, but the ones that do
31:27are guaranteed to buy from you. It
31:30doesn't even matter if they're out on
31:31the like if they're even on the market
31:33for a fitness coach. Like they're
31:34they're going to buy from you cuz it's
31:36so targeted towards you. You you would
31:37read this and feel like this is like
31:38there's no way there's a single other
31:41person in the world that like fit the
31:44fit the description for this. People are
31:46scared to narrow down their offer
31:47because of market size, but the audience
31:48actually fits into this category are
31:50guaranteed to buy from you. So once
31:53again, it's like you could either go
31:57really broad but and then you have the
32:00entire market for you, but nobody's
32:01going to want to buy from you because
32:02you're not niche down and you're not a
32:04specialist and you don't know how to
32:05target, you know, a certain market.
32:07where you can go really narrow and you
32:09know the entire market like 90% of the
32:11market is going to be close to you um
32:13close to you but the businesses that are
32:17within your market are going to buy from
32:19you guaranteed.
32:20When most people start an agency they
32:22want to take every client that they can
32:23get. It makes sense. You're building
32:24something from scratch. Money is tight
32:25and turning down work feels scary but
32:27this is actually what keeps most
32:28agencies stuck. Benefits of niching
32:31down. One, selling becomes way less
32:33painful. When you know your market, you
32:34stop having to convince people and start
32:36just having normal conversations. You
32:37already know what keeps them up at
32:38night. You know their slow season, their
32:41margins, the fact that they hate chasing
32:43down leads that go cold. You can
32:44reference real results from businesses
32:46just like theirs. Uh that kind of
32:48knowledge builds trust, builds trust
32:50faster than any sales tactic. So if you
32:53have all this communicated in, you know,
32:55your funnels and your sales process, you
32:57don't really have to sell the same way.
32:58like the sales calls become more of a
33:00natural conversation which is huge for
33:03somebody that you know isn't too
33:06experienced uh within actually selling.
33:08People don't think about this enough.
33:10HVAC owners talk to other HVAC owners.
33:11Dentists refer dentists. Sorry, I didn't
33:14read the headline. Referral starts
33:15happening on their own. So, you know,
33:17all types of businesses within their
33:19niche refer other people within their
33:21niche. They're in the same Facebook
33:22groups. Dentals refer dentists. Um they
33:25go on the same trade events. They text
33:27they text each other. If you do work uh
33:31if you do great work in a niche, the
33:33word travels in a tight circle and if
33:36you do a good job of delivering results,
33:37it travels fast. A generalist agency
33:39almost never gets this.
33:41Three, your work gets better and faster
33:43over time. The first time you build a
33:44lead system for a roofing company takes
33:46real effort. The second time less
33:48effort. By the 10th time, you have
33:49something that almost works on
33:50autopilot. The results are better
33:52because you've tested everything and it
33:54takes you a fraction of the time. That's
33:55where the real money is. Not charging
33:58more hours, but charging well for
33:59something that you can deliver
34:00consistently. This is the main reason
34:01why niching down makes it easier and
34:03also why running ads for your agency is
34:05superior. We'll get into that in later
34:07modules. When you don't niche down, you
34:10have to dive so so deep in every
34:12client's business situation to be able
34:14to deliver results. You have to do
34:15outreach on every niche, every problem.
34:18Uh it's like a clothing brand selling
34:19jeans, but every pair of jeans that they
34:21sell is different. there's no
34:22scalability compared to making products
34:24making a product genes or an AI service
34:26once and then selling it an infinite
34:28amount of time um to the same niche.
34:31Instead of diving deep into what every
34:33single client needs, you narrow down
34:34what you do, how you do it, who you do
34:36it for, what the timeline is, where the
34:37responsibility lies between you and your
34:39clients and all of a sudden you're able
34:41to streamline have a streamlined
34:43onboarding uh and fulfillment process to
34:44take on five plus clients a week and be
34:46done with fulfillment within the first
34:4714 days of working together. This is a
34:49huge thing. A lot of clients that I see
34:52that we consult as well that start with
34:54cold outreach, you're you don't have
34:56like the the main idea of a proper offer
35:01and that's really niched down and and
35:02you really know your market is you just
35:04craft the offer and then you let the
35:06market mold themselves to you. But when
35:08you're doing cold outreach, uh, which is
35:10also why I recommend running ads for the
35:12most part, is people get you have to
35:15dive so deep into every client's
35:17business situation to even be able to
35:19deliver results for them. Like the first
35:212 3 weeks even goes to like figuring out
35:23their situation, knowing their problems.
35:25They're in a different niche. Um, the
35:27sales process is longer. The ticket size
35:30is lower or, you know, higher depending
35:32on like who you're working with. It's
35:34it's like if you know your niche and you
35:36know every single problem uh you know
35:38what the structure of the company
35:40usually looks like in regards to
35:41employees and and how they work
35:43together. You know their ticket size.
35:44You know their market. You should work
35:46like in one location and in one market.
35:48It becomes so easy to deliver a service
35:51cuz everybody has the same problem. So
35:53you just take the system you've built
35:54and you just like place it on different
35:55people. That's how you take on five
35:57clients a week is by having something
35:59that you know you don't have to check if
36:01they need it before delivering it for
36:02them. They just come in uh through the
36:05pipeline and then you're able to deliver
36:07a great service. Four, you can actually
36:09charge what you're worth. Generalists
36:11compete on price because there's nothing
36:12else to differentiate on. Specialists
36:14don't have that problem. If you've
36:15helped 20 medals grow their time base
36:17using AI services, you can walk into
36:19that 21st conversation and ask for a
36:21$5,000 $5,000 a month uh without
36:23apologizing for it. The proof is already
36:25there. The reason most people resist
36:27picking a niche is they're afraid of
36:29cutting off opportunity. But what
36:31actually happens is the opposite.
36:34You stop being forgettable when creating
36:36a very precise offer. You stop competing
36:38with every other agency.
36:41Um being in an industry that has money
36:44coming in that a problem that they paid
36:46to solve and ideally one you have some
36:49feel for already. Home services, dental,
36:51legal, uh real estate, these all work
36:53well because the customers are worth a
36:55lot to them and the marketing is usually
36:57a mess. You shouldn't look at a niche as
36:59a cage. It's what makes everything else
37:01easier. So, I think I'm a big believer
37:04in the fact that like the the reason you
37:06do something is because you see a lot of
37:09opportunity attached to, you know, doing
37:11that specific specific thing. The reason
37:13people don't choose a niche is because
37:14they think there's there's a downside to
37:16picking a niche. As soon as you realize
37:18there's an upside to picking a niche,
37:19you would gladly pick a niche. It's just
37:21people think that I'm I'm leaving too
37:22much. As I said, they look at it as a
37:25cage instead of something that's going
37:27to propel them forward.
37:29So, how do we pick the niche and what do
37:30we look for when doing so? I'll provide
37:31you with the four most important things
37:33and factors uh or four most important
37:35things to factor in when choosing a
37:36niche. A list full of niches that I know
37:37work and that I have data on across all
37:39the agencies that we consult as well as
37:41a niche selection agent that effortly
37:43chooses a good niche for you. So, the
37:45four main components, we're going to
37:47have a few honorable mentions
37:50on this as well, but the four main
37:51components to a good niche is u the
37:53coming four. One of them, how many
37:55business are are actually out there?
37:56Most of you are going to work within the
37:58US market. Uh regardless if I mean if
38:00you're from the US and you're watching
38:02this, you're definitely going to work in
38:03the US market. But probably if you're
38:05from Europe as well. It makes a lot of
38:07things easier. Um so the term the total
38:09addressable market is crucial to know
38:11before choosing a niche. This isn't so
38:13much about the niche, but rather about
38:14the market and how locally you operate.
38:16You need to go you need to know there
38:18are enough businesses to build something
38:20real. This is basically asking if I go
38:22all in on this is the pool big enough? A
38:24niche can be focused without being tiny.
38:27In dentists, HVAC companies, law firms,
38:29there's tens of thousands of these
38:30businesses across the US. If you choose
38:32to run an agency in your home country,
38:34for example, you need to know the stats
38:35as well. But the same rules don't apply
38:37uh the same way. This gives you room to
38:39grow, room to be selective, and room to
38:42walk away from a bad fit without
38:44panicking. If you pick something too
38:46narrow, you'll hit a ceiling uh fast and
38:48you'll be stuck. So, that goes for ads
38:50as well. I'll probably touch on that in
38:51the in the ads module. uh but what the
38:54time needs to be in order for you to run
38:56ads and in order for you make sense to
38:59run ads. And I would pick a larger niche
39:02cuz otherwise you have to switch around
39:04with every single campaign like week to
39:06week you have to um switch a location
39:10and I switch time zones on your
39:11accounts. It's just it's just a mess. So
39:13usually I would pick something that you
39:15know has above 20,000 people. Um that's
39:18like the total addressable market like
39:2020,000 businesses in the US market.
39:21That's usually where we look at buying
39:25power. Whether they actually have money
39:26to spend. This one is simple, but people
39:28overlook it. Not every business owner is
39:30in a position to pay for ongoing
39:31marketing services. No matter how good
39:33you are, you want to work with
39:34businesses where the economics make
39:35sense. Where the AIV average order value
39:38is high, so investing in getting more
39:39customers is an easy decision. A
39:41personal injury lawyer who makes $10,000
39:43per case has a different very different
39:45relationship with a $2,000 a month
39:47marketing retainer than a gym charging
39:49$40 per membership. go where the money
39:51is. You also need to include how much
39:52cash the average business in your niche
39:54has available. Um, just because they're
39:57turning over big revenue numbers doesn't
39:59mean they have money to spend. So, do
40:01your doins on that as well. You need to
40:03target businesses that are cash rich.
40:05So, they're sitting on a lot of cash. It
40:07also makes sense for just pitching a
40:09business on a 2K retainer or even like a
40:116K, 7 12, 15K, whatever it is that
40:14you're charging for it. You know, you're
40:16going to charge high ticket. And if
40:18you're pitching that to like a cosmetic
40:20dental practice or even a realtor,
40:24though realtors can be kind of broke
40:26sometimes, but just a business that has
40:28a lot of money to spend, they're going
40:29to feel like uh what's a good example of
40:32this? Like a roofers, for example, if
40:34you pitch a roofer on um a 10K package,
40:37they're going to view it as, okay,
40:38that's like one or even half a roofing
40:41job to make that money back uh what I've
40:44invested. If you pitch a gym on a 10K
40:47package, you're going to feel like they
40:48need to get, you know, 300 customers to
40:50make their money back, which is there's
40:52a lot more resistance towards that. So,
40:53I would pick a niche that has the
40:55average order value needs to be at least
40:57a,000 bucks. Uh, meaning the average
40:59customer, what they spend across like a
41:01year or 6 months should be a,000 bucks.
41:03That that'll make it a lot easier for
41:04you. Seasonality. This is a big one. So,
41:07clientele area. If you build your agency
41:08or run a niche that basically shuts down
41:10for three or four months a year, certain
41:12landscaping companies, tax preparers,
41:14holiday specific retailers, your revenue
41:16is going to reflect that. Clients will
41:18pause or cancel during slow periods and
41:21you'll be stuck trying to backfill that
41:23income every single year. Businesses
41:25that operate 12 months a year give you
41:27stability. Things like dental, home
41:28services, and legal, the need doesn't
41:31disappear based on uh the weather or the
41:32calendar. That consistency is what lets
41:35you plan and grow. We have had issues
41:37with this for one of the agencies I work
41:38with in the pool construction niche
41:40where the marketing services are
41:41essentially only applicable for 3 to
41:43five months of the year. Even in warmer
41:46states like Texas or California, this
41:47still applies since summertime fits them
41:49better anyways. So, you know,
41:51seasonality is a big one. Um, we had one
41:54agency that we were consulting, um, they
41:56were in pool construction, which I mean,
42:00you would think in Texas where it's
42:01pretty much warm compared to something
42:03like Sweden, for example, where I'm
42:04from, it's warm pretty much all year
42:06around, but it's there's still like most
42:08customers are still going to want to
42:10build pools between like April and
42:13September,
42:15probably April and July even. So, you're
42:16you're having a business that operates
42:17like you can even offer the marketing
42:19services for 5 months of the year max.
42:21Um same with like tax accountants or you
42:25know any type of like landscaping
42:27companies are probably also like that.
42:29Depends on the niche uh or sorry the the
42:32area.
42:33So you just got to take that into
42:34consideration but usually like you know
42:36businesses operate all year round like
42:38realtors or dental clinics any type of
42:40clinics obviously that are inside uh
42:43kitchen and bathroom remodeling all
42:44remodel remodelers really um just take
42:47that into consideration as well. By the
42:49way, all these like things are stuff
42:51that we have uh put into the AI agent as
42:54well. So then when you ask the agent to
42:56pick your niche is going to take all
42:58this into consideration when choosing
43:00that for you. Competitors or saturation,
43:03how much compet competition is uh how
43:05much competition you're walking into.
43:06Saturation matters. But the way to think
43:08about it isn't is anyone else doing
43:10this? Someone is always doing it. The
43:13number one and main reason why you want
43:15to get why you want to target somewhat
43:17untapped market is to avoid prospects
43:19that have been burned in the past. This
43:20could cause the sales process with the
43:22average client to be significantly more
43:24difficult and stretched. You should
43:25never worry about having competitors,
43:27especially in such an anonymous business
43:29model. If anything, competition is
43:30actually good and it allows you to get
43:32feedback. Look at proof of concept from
43:34other agency owners. Expand your network
43:36as a business owner and also uh
43:38eventually invest into coaching. all
43:39this instead of needing to figure out
43:41everything or figure everything out by
43:43yourself because you're the only one
43:45doing it. I would much rather operate
43:47within a red ocean market than with a
43:49bunch of people already doing what I do
43:51um for me to follow their footsteps than
43:53figuring everything out by myself.
43:54Although it's an untapped market.
43:56There's really just a handful of niches
43:58that are saturated to the point where
44:00actually causes damage on the sales
44:01anyways. Um in an anonymous business
44:04model, what I mean is you don't have to
44:06show your face. you have to be like a
44:07direct market as you have to be if
44:09you're an entrepreneur or in the
44:10coaching market for example where you
44:13know if you have competition in an
44:14anonymous business model
44:17it's actually usually good um because
44:20you allow that allows for a lot of proof
44:22of concept and definitely network
44:25expanding and like investing into
44:26coaching as well like if you if you're
44:28working within a super rare subniche
44:31you're not going to be able to get help
44:33from a lot of people compared to like if
44:35you're working in real estate I so many
44:37friends that run real estate uh agencies
44:39and they're able to just like pick up on
44:40what they're doing. Uh and it doesn't
44:42really as I said like it doesn't really
44:44affect sales anyways. Like market
44:46saturation is such a
44:49I feel like it's it's cope most of the
44:51time. It's not really a real thing. Uh
44:53unless you're working in like gyms or
44:55sometimes with realtors as well. That's
44:57where I've like really seen like okay
44:59you would actually benefit from
45:00switching niche because of saturation
45:02solely. Uh honorable mention
45:05accessibility of the decision maker.
45:06This is a big one as well. Um ideally
45:08avoid niches where it's hard to get in
45:10contact with the business owner or the
45:11CEO or overall the person in the company
45:13making the decision to invest. We have
45:15faced issues with this in the solar
45:16niche where uh they're actually big
45:19corporations. Thus the sales process is
45:20like three four sales calls before the
45:22deal gets closed since the offer has to
45:24touch so many people within the company
45:26before proceeding. If you compare real
45:28estate uh to chiropra chiropractors as
45:30an example, this is a massive
45:31difference. When speaking to a real
45:32estate agent, you're speaking directly
45:34to the person that's going to invest.
45:36When reaching out to a chiropractor,
45:37you're speaking to a front desk lady
45:39where she has to pass that offer uh into
45:41someone higher up in the company. And
45:43with cold outreach, the front desk lady
45:44usually has more important stuff to do
45:46than take care of the new offer that
45:47comes in. Um this usually reflects in
45:50how an agency does their front-end
45:52marketing, whether they run ads or do
45:54outbound. We'll get into this in in a
45:56bit as well. How many sales calls you
45:58need to do back and forth with a company
46:00in order to close a deal has massive
46:01effect on how scalable your agency is,
46:03how streamlined your onboarding
46:05processes, and how sellable the entire
46:07company becomes as well. There's a lot
46:08of these like components that you need
46:10to factor in when starting.
46:13Um first of all in the solar niche for
46:16example like we the sales process should
46:18ideally be max two two calls maybe three
46:21if it's like you know they have a lot of
46:23objections. Um but in the solar niche
46:26like if you have a corporation of like
46:28150 people the offer has to go through
46:31so many people before they actually make
46:32the uh decision to proceed with your
46:35service. So that's why it's like when
46:37you're working with roofers, roofers is
46:38usually like five to 15 people max
46:42within a company and it's usually one
46:44decision maker which is the the CEO, the
46:46CMO and you can you know reach out to
46:48them directly. Also, when you're
46:49reaching out to like any type of clinic,
46:51not saying that this is bad, but you
46:53know, you're speaking, if you're cold
46:55calling that clinic, you're reaching out
46:57to a front desk lady and most of the
46:59time she's not going to really bother
47:00to, you know, actually get that offer
47:03into uh the owner of them or that
47:05company. So, you're going to be better
47:07off like reaching out to realtors.
47:08That's why like cold SMS, for example,
47:11is works great for some markets and just
47:14not as great for other markets. like
47:16real estate is great, uh, HVAC is great,
47:19um, roofing is also great for SMS or SMS
47:23is great for for those niches because
47:24you're directly reaching out to the
47:26company and they're not like they're
47:27usually one to 10 people on team Max.
47:31So, the sales process is shorter. Um,
47:35and um, yeah, that's pretty much it on
47:38that, but I would definitely take this
47:39into consideration as well. These are
47:41the most common niches we work with and
47:43scaled agencies in. Uh, I'll just give
47:44you the best niches, uh, from what we've
47:47seen. HVAC, roofing, landscaping, luxury
47:49landscaping, real estate, uh, subniches
47:52to real estate or brokerages, investment
47:54firms, wholesaling in case you try to go
47:55off market and scale your agency,
47:57plumbing, uh, bathroom and kitchen
47:59remodeling, pool builders, auto
48:00detailers, and this could also be auto
48:02detailing, mechanics, dealerships. These
48:05are usually included in the same company
48:06as well, but you can narrow down if you
48:07want. Auto detailers are like you
48:09usually have just one big corporation
48:11that does auto detailing. It's like
48:13dealerships, mechanics, they're like all
48:15at once. Uh what we have found, but you
48:18know, you can kind of play around with
48:19that. And dental clinics, cosmetic
48:22dental practices, uh with focus on
48:23aesthetic and transformative procedures
48:25usually charges higher ticket rather
48:28than just selling preventative uh care
48:30and check-ins. So, there's like two
48:32types of dental clinics. There's one
48:33where you just do your check-ins, you
48:34check your teeth, make sure you don't
48:36have any holes. Um and then the other
48:38one is like cosmetic uh practices where
48:40you do like you know veneers and all
48:42that stuff like that those are going to
48:43charge a lot more high ticket and if
48:44you're able to do marketing towards them
48:46it's a lot more it's a more niche um you
48:49know pool of people that you're
48:50targeting so it's just going to be
48:52easier for you to you know get your way
48:54into them and uh most of our you know
48:56the agencies that we consult have
48:58actually been in the uh cosmetic dental
49:01kind of niche. So that's what I'd
49:03recommend if you go that route.
49:05Chiropractors or law firms and also
49:07other types of like independent
49:09contractors when it comes to law. This
49:10is also a big niche but law firms is
49:12kind of the overall umbrella. Um so as
49:17long as you mold your services around
49:18one of these niches and you specialize
49:19in their needs, you'll be able to scale.
49:21These are great niches to work within.
49:22You could pick any of these niches and
49:25you know I'm not saying that you won't
49:26see success directly but I'll like if
49:28you pick one of these niches you'll be
49:30safe cuz if you don't see success I know
49:32for a fact it's not because of the
49:33niche. That's like a fact and that's
49:36really the only thing you you want to
49:37care about when when it comes to the
49:39niche. Um some niches to avoid could be
49:42the following. Restaurants, gyms or any
49:44fitness related services, real estate
49:46agents. Uh I know I have that here as
49:48well but you know for specific reasons.
49:50than any type of business within the
49:52info market. Marketing agencies,
49:53coaching, entrepreneurs, completely
49:55useless and extremely difficult to start
49:57in this um
49:59market. Sorry, I think I
50:03um the only clients you have or the only
50:06clients you have the capacity to attract
50:08at this stage of your journey are going
50:09to be broke. Uh I'll get into real
50:11estate first. Realtors are probably the
50:14most popular niche um when it comes to
50:17running a marketing agency or any AI
50:19agency, whatever whatever it is. Um so
50:22it can be saturated and I would
50:25I would probably skip it if you're if
50:27you're starting out right now. Uh unless
50:29you have like if you have a lot of
50:30experience within if you've been a
50:32realtor um or an agent in the past, like
50:35I would probably go for real estate
50:36because you have a lot of previous
50:37experience and that's going to give you,
50:38you know, some type some type of
50:40leverage. But otherwise, I'd probably
50:42skip that one cuz it can get saturated.
50:44And um apart from that, the only really
50:46good thing about it is you have so much
50:49proof of concept because it's a big
50:50market and a lot of people are within
50:53the real estate niche. So, you can get a
50:54lot of help from uh from other people.
50:57And then any type of business in the in
50:59the info market,
51:03you're just not going to benefit from
51:04starting out on this. Like, please
51:07don't go into the info market when
51:08you're starting out. is this is the most
51:10sophisticated market by far. They're
51:12going to have the most objections.
51:14Most of these people uh have the access
51:16to people that are way above you when
51:19you're starting out. So, that's what I'm
51:20saying. The only clients that you have
51:21the capacity to attract in this stage of
51:24your journey are going to be broke. You
51:25might be able to get some people on
51:26sales calls, but they're going to be
51:28broke anyways. Uh it's only like the top
51:3020% of coaches and people in the info
51:32market that are actually making money.
51:34Apart from this, stick to one niche by
51:36all means. The best niche is the one you
51:37have the most experience in. Uh this is
51:39a good quote that I like to follow. This
51:41is the whole reason for choosing a niche
51:42in the first place. So that's why I'm
51:43saying like if you if you choose one of
51:45these niches, you're you're going to be
51:46safe and then you're never like choose
51:49to go into remodeling and then you know
51:513 months in it doesn't work and then you
51:52switch to roofing. Like it's not because
51:54of the niche. It's just because you
51:55don't know enough about it. The only
51:58time you should switch niches is if
51:59you're in that beginner stage and you're
52:01unsure of the difference between a solid
52:02niche and a bad one. However, I just
52:04spent the last uh page explaining what
52:07you should do. So once you've done some
52:08research and spent some time thinking
52:10about what could fit you specifically,
52:12choose one and stick with it. Um lastly,
52:15we've created an AI agent that picks the
52:16niche for you while resonating with what
52:19might be most fitting for you based on
52:20age, situation, skills, location,
52:21experience,
52:23etc. Head into this document and utilize
52:26this agent to pick the niche for you.
52:29Give it all the information you have
52:30about yourself. We have already prompted
52:32it to take uh the subjects above and all
52:35the data that we have from working with
52:36previous clients into consideration
52:37while choosing for you. So all you have
52:40to do is add details about yourself,
52:41your interests, your previous experience
52:42in the job market if you have any your
52:45goals and it will do the work for you.
52:47So once you have this document, you just
52:48click on this and it will do uh
52:50basically all the work for you. Explain
52:52your offer. It's it's just a GPT that we
52:55have prompted based on all the data and
52:57uh all these like you know things
52:59components to factor in when choosing
53:01the niche. Explain your offer, your
53:03background, your interests, uh job
53:05related talents, what some of your
53:06strongest personality traits are, etc.
53:09Anything that can help the agent
53:10identify the perfect niche for you. We
53:12also built in uh all the mandatory
53:14components that we need to take care of
53:15in zero account. Yeah, you get it.
53:17choose this one is is great for you know
53:19picking a niche. Um and you can know it
53:21can help you to be more confident once
53:24you've actually made your decision.
53:26Now mapping your entire offer uh a to
53:29this is where it gets fun. Um first of
53:31all we have this offer deck. So once you
53:32download this document as well all these
53:34documents by the way if I haven't said
53:36that already are going to be linked uh
53:38down below. So you you'll have access to
53:40all the documents and uh you know the
53:42GPTs and all the you know resources that
53:44are in these documents. You can just
53:45take from these directly, make a copy of
53:48them. But this is kind of the uh offer
53:49deck that we use for uh you know just
53:52presenting the timeline for our clients
53:55and uh when they pitch an agency
53:57service, this is what they you know they
53:59share their screen and then they show
54:00this to uh just make it more like
54:03showing something tangible on a sales
54:05call is going to build a lot of trust.
54:07So I recommend you uh kind of take this
54:09and you adapt it to your niche as well.
54:12Um, yeah, that's basically it. Having a
54:15good offer that you understand front to
54:17back can be such a confidence boost for
54:18your agency. The point of building out
54:20the offer expect except for you
54:23communicating it to prospects is for you
54:24to understand why businesses are paying
54:26you money. If you don't understand why
54:27businesses would pay you or you have a
54:29hard time seeing the value in your
54:30offer, that's going to be going to
54:32massively impact your ability to sell.
54:34So, the best like recommendation in the
54:37beginning is this. Like if if you really
54:39understand why businesses are paying you
54:41money, you're you're going to look at,
54:43you know, if you pitch a business and
54:44they say no, you're going to be like
54:46that's just their problem, then it's it
54:48becomes so much easier to sell if you
54:50know why the businesses are paying you
54:51money. Um these are the five components
54:53that we take care of the most. Delivery,
54:56distribution, so kind of how you
54:58outsource the fulfillment. Um if you if
55:00you want to, that's up to you as well.
55:02Market research, offer framing,
55:03deliverables, pricing, guarantees, and
55:04how much you charge. So the five main
55:06components of a good offer, the ICP,
55:08deliverable, responsibility, timeline,
55:10and expectations,
55:12ideal customer profile or ideal client
55:14profile, understanding who you're
55:16selling to, why you're selling to them,
55:18exactly why, what their problems are,
55:20and how you can help them. If you're
55:21really good at putting yourself in your
55:23clientele's shoes, they're going to feel
55:24understood. Feeling understood as a
55:25customer is one of one of their uh
55:27biggest needs, one of our biggest needs.
55:30Deliverables, details about your service
55:32delivery and what tangible stuff is
55:34included in your offer. So, systems,
55:35automations, ads, software, what they
55:37actually get um with the service that
55:39you're selling. Responsibility. This is
55:41a big one. Is it done for you, done with
55:43you, or do it yourself offer? How is the
55:45partnership balanced? Where does the
55:46responsibility lie between you and your
55:48client? This has to be super clear in
55:50order to avoid uh miscommunication and
55:52the client having high expectations. So,
55:56a client would much rather take care of
55:5990% of the responsibility if you tell
56:00them that they're going to take them
56:02take care of 90% of their responsibility
56:05than if you um say that you're going to
56:07take care of 90% of the responsibility
56:09but you only take care of 50. Just be
56:11clear with this from the start cuz like
56:13they're going to be fine with doing
56:14whatever it takes as long as you give
56:15them the guides on how to go about the
56:18service and uh as long as they get
56:20results they'll be they'll be happy.
56:22Timeline. How long is the collaboration
56:24and when during the collaboration does
56:26each deliverable take place? This has to
56:28be clear as well. If you say something
56:29is going to take two weeks, you better
56:30be able to deliver on that within two
56:32weeks. This is al also going to cause
56:35them to be uh unsatisfied if you're not
56:38able to deliver on what you uh said.
56:42Expectations, the single most important
56:43component to client satisfaction.
56:45Literally,
56:47everything else is is kind of secondary.
56:49Expectations is is all that matters. uh
56:51what you say and being able to you know
56:53fulfill on that the ICP and the niche
56:55has to go hand in hand for the most part
56:56but once you've decided on your niche it
56:59is your duty to go to dig as deep as
57:00possible into the characteristics of
57:02what type of of that type of business
57:03owner the better you understand them as
57:05people the easier it will be for you to
57:07sell to them at the core
57:11really what an offer is is understanding
57:13your customer uh otherwise you'll spend
57:15so much time on selling it to bad fit
57:17clients which will ultimately prevent
57:18you from scaling you're speaking
57:20directly to someone's pain points uh in
57:22the ad copy and all the headlines in the
57:23outreach messages which once again makes
57:25the prospect feel understood and
57:27increases buyer intent. I've seen
57:31not so smart people and people with
57:33sewer advantage really scale and build a
57:35great business just because they really
57:37understand who they're selling to and
57:38they have just a handful of like clients
57:41that they love working with and that
57:43really just fit them. And then I've seen
57:45people with, you know, the best
57:47advantage out there um take on 50
57:50clients, but all of them suck because
57:51they didn't have their messaging right
57:53and they didn't understand their their
57:54ICP as well. So that's that is huge and
57:57it's very important uh that you
57:59understand that before you you sell to
58:01somebody. This can really be be like a a
58:03deal breakaker for a good or a bad
58:05business. I highly recommend filling out
58:07a brainstorm exercise for dumbing down
58:09problems that your ICP has and the
58:11solution to that problem. This will feel
58:12boring for a bit but once you understand
58:14your ideal client uh in and out it won't
58:16be difficult whatsoever to attract. So
58:18we have a market research document as
58:19well. Um take this one and kind of do
58:21your research. Uh it would just be you
58:23know lining out a bunch of problems
58:25saying exactly who you help men and
58:27women 18 to 45 real estate agents based
58:29in Texas. Also your headline is great to
58:32have. I help Texas based real estate
58:33agents grow to 250k in yearly GCI
58:36without doing cold outreach, wasting
58:38tens of thousand dollars on ads and
58:40without aimlessly posting on social
58:41media every day using our AI licensing
58:43infrastructure. These are like common
58:46things that realtors do to get clients
58:48that you know if you don't know how to
58:50do them usually don't work. You're doing
58:52cold outreach. You're wasting a bunch of
58:53you know money on ads and you're posting
58:55a bunch of like dumb stuff on social
58:56media. Um so you know make a copy of
58:59this document. Do this one. It will take
59:00you run you maybe about 20 30 minutes,
59:03but you'll be so worth it. I have that's
59:06just my philosophy for life. Like if you
59:08can dump something down, if something is
59:09boring because you understand it so
59:11well, that's you've you've hit the
59:12jackpot. Um,
59:15you know, I just want this to feel like,
59:17okay, I understand the ICP. I don't have
59:18to do any more work on this. Like that's
59:20how it should feel cuz if you're
59:22insecure about the ICP on any level,
59:24that's going to reflect in um, you know,
59:26your business. And this is like most of
59:29these things as well are
59:32if you don't take care of them in the in
59:34the beginning, you're just not going to
59:35bother to do them when you're halfway
59:37like into your journey or like you've
59:38signed a few the first few clients. Like
59:40you're not you're not going to go back
59:42to something simple like this. I can
59:44tell you that from experience as well.
59:45There's a bunch of these like crucial
59:47things that you just don't care about uh
59:50once you've signed your first clients,
59:52even though those are bad fake clients.
59:54So, make sure to do this. Um and once
59:57you've decided on your niche so you know
59:58who to work with, make a copy of this
1:00:00document. Um
1:00:05yeah, this document covers the
1:00:06deliverables briefly as well. So what
1:00:08you actually tangible provide with your
1:00:10services, the way you communicate with
1:00:11your clients is a big part of what
1:00:13you're offering as well. So the
1:00:16deliverable stems from the regular
1:00:18marketing agency model. That's like my
1:00:19view of the AI agency is that's by far
1:00:21the most valuable offer you can have is
1:00:23take that four-step lead uh generation
1:00:26or the sales process like system and you
1:00:30just let AI handle as much of that as
1:00:32possible. And even with all the agentic
1:00:33AI that's uh being released, I still
1:00:36think that the best value proposition,
1:00:38the best value you can get from Aentic
1:00:39AI is let the Aentic AI take care of
1:00:41that sales process. you shouldn't remove
1:00:43the sales process cuz this is still how
1:00:45you scale a company, but just let the AI
1:00:48take care of that instead. That's going
1:00:50to be the best um use case for any AI
1:00:53that that comes out. We help local
1:00:55businesses and or professional service
1:00:57providers get more business and more
1:00:58customers through the door uh by running
1:01:00meta ad campaigns for them and uh help
1:01:02them close leads that they get. Once
1:01:05again, this way of growing a front-end
1:01:06acquisition ain't going nowhere. Thus, I
1:01:09will not give you the option to choose
1:01:10what deliverables to offer based on your
1:01:12interest. The same way I did with the
1:01:13niche and ICP since this is what we've
1:01:16been serving dozens of clients for over
1:01:17a year and a half and we know that this
1:01:19is the best way of packaging an offer in
1:01:20a tangible manner. So, I wouldn't play
1:01:22around with this. I know that this
1:01:24works. If you do this correctly, you
1:01:26will make money and you will have an
1:01:28extremely valuable offer as long as
1:01:29you're able to communicate that to the
1:01:30right niche. We run the meta ads. Most
1:01:33of the time the AI creatives are AI AI
1:01:35creatives are AI generated. Most of the
1:01:37times the c creatives are AI generated.
1:01:40Um this is also a huge thing like we had
1:01:42a client an agency that we were
1:01:44consulting. He was like driving to every
1:01:46single one of his clients like filming
1:01:48their ads scripting everything at their
1:01:49physical location. Then we just switched
1:01:51this offer to make everything AI
1:01:53generated. And now he was able to do you
1:01:55know take their branding and their
1:01:57location and their business essentially
1:01:58but do everything AI with AI which is a
1:02:01lot cheaper. You don't need camera
1:02:02equipment. You don't need a bunch of
1:02:04time or like a one day a week to like
1:02:06film all the ads. You just like take
1:02:08care of everything with AI. Um, and the
1:02:11the supply of ads is like unlimitless.
1:02:16Unlimitless. I can't speak limitless
1:02:18with AI. Um, you know, if you like you
1:02:22can create 100 ads in a day with with
1:02:23AI. You just can't do that if you're
1:02:25filming them yourself.
1:02:27We uh so we launched met ads and then we
1:02:30funnel all those leads that come in from
1:02:31the ads that we run for the business. We
1:02:33funnel them in into a landing page
1:02:36that's built inside of go high level
1:02:38connected with an AI voice agent plus
1:02:39any automations we connect by web hooks.
1:02:41This is usually done by our team but
1:02:43I'll go through how to set this up in
1:02:45later modules as well. Then we collect
1:02:47the lead info. Um, so either they we
1:02:50have an application form on the landing
1:02:52page that we built for them or we have
1:02:54an AI dollar basically collect collect
1:02:56the info um from them and then uh we add
1:02:59them to the pipeline where we call them
1:03:00up or later on add them to a lead
1:03:02reactivation workflow to consistently be
1:03:04reminded of our offer. We booked them in
1:03:06for a sales call uh AI automation to
1:03:08send reminders on the back end. Sales
1:03:09call is taken care of by the client
1:03:10business client or business that you're
1:03:12working with. So most of the time after
1:03:14we've collected the lead lead info uh
1:03:16through the application form or either
1:03:18we have like a VSSL funnel. So in order
1:03:20for them to watch the video um they have
1:03:23to fill in a form with their phone,
1:03:24their email, their business name, all
1:03:26that stuff. And then we usually have an
1:03:28AI voice agent connected directly to
1:03:30that lead form that calls them up and
1:03:32then books them in for an appointment.
1:03:34Sales. So actually closing these people
1:03:37on the service is one of the few things
1:03:39I have a hard time seeing getting
1:03:40replaced by AI. So that's why like
1:03:43within this sales process like lead
1:03:45generation, appointment setting, sales,
1:03:46and tracking, sales is like you're maybe
1:03:50we can assist with a few scripts, but
1:03:52sales is like you're always going to
1:03:54want to um speak to a human when you're
1:03:57buying something, especially a high
1:03:58ticket.
1:03:59So I just don't see this getting
1:04:01replaced by you, you don't really have
1:04:02to bother. That's taken care of by the
1:04:04business itself. Then we have EOD
1:04:06reports and performance trackers
1:04:07integrated with all the custom
1:04:08dashboards uh to track all the data. So
1:04:10how the system performs, how the
1:04:11metadatas are performing, how many
1:04:13minutes are spent uh talking to each
1:04:14customer through the AI um how like the
1:04:17pixel conditioning that would be
1:04:19important as well. Uh so every single
1:04:22week we give like the overview of the
1:04:24tracking um the customized dashboard
1:04:26that we just give to the clients and
1:04:27they can kind of iterate upon the
1:04:28bottlenecks. All data is constantly
1:04:30updated and shared with the client for
1:04:32them to iterate upon bottlenecks and
1:04:33grow the business further with the
1:04:35system. what I just said this system is
1:04:38like if you can set this up correctly
1:04:39and you build this like as an as a
1:04:41licensing infrastructure
1:04:43you're going to make a lot of money this
1:04:45it just makes sense from the you know
1:04:47state of the market we're in this is so
1:04:49applicable to the average local business
1:04:51out there and um you know mo most of
1:04:54this is taken care by AI so it's a
1:04:55pretty you know cheap system to run
1:04:57although it is very valuable
1:05:00um yeah instead of a service solicing
1:05:04package like a onetime upfront system,
1:05:05you'll have an extremely valuable offer.
1:05:08Deliverables in regards to communication
1:05:09are usually pretty simple. These are the
1:05:11only things you need to keep your
1:05:13clients satisfied. Essentially, it's a
1:05:14Slack channel where you have all the
1:05:15communication with the clients in your
1:05:17team. Uh later on, once you have more
1:05:19team members, you have weekly one-on-one
1:05:21or team check-ins. So, I would do one
1:05:23team check-in uh or like you or somebody
1:05:27on your team, if you have a CSM later on
1:05:29or like an AM, um let them take care of
1:05:31this with a client. So, do that once a
1:05:33week just to check in with them.
1:05:35personal access to owner or the operator
1:05:37via WhatsApp. So I usually give my
1:05:39number um or somebody on my team their
1:05:42WhatsApp number. They can contact them
1:05:44directly and then you have the EOD
1:05:46recaps or EOM sorry uh the end of month
1:05:50recaps with the the team. So every
1:05:51single month whether you work with the
1:05:53client for three or four or eight months
1:05:55depends on the niche once again but
1:05:56every single like end of the month you
1:05:58have a check-in with them. Uh for
1:06:00additional support and clarity you could
1:06:01look at integrating Sapier within the
1:06:03Slack channel. This is extremely good
1:06:05just to get an overview. Um, I have this
1:06:07for my team both on the agency side and
1:06:09also on the info side to automatically
1:06:11send EOD reports around their business
1:06:12and if any opportunities come in, it
1:06:14gets presented immediately to the
1:06:15client. This is to keep great track of
1:06:17everything that's happening.
1:06:19Um, this is optional, but I would
1:06:23definitely recommend it. um if you have
1:06:24that budget when you're starting out.
1:06:26This is also like this is like a
1:06:27no-brainer later on once you've scaled
1:06:29up your agency, you know, past the the
1:06:31multi 5 figure months. But, you know, I
1:06:35would just uh have that in anyway.
1:06:38Responsibility uh done for you, done
1:06:40with you, or do yourself. How big of a
1:06:41percentage of the result do you want to
1:06:43be responsible for? This also is tied to
1:06:45to pricing because the more
1:06:46responsibility you take on, you usually
1:06:48charge more for your service as well.
1:06:53This has to be clear from the day you're
1:06:55starting uh you start working with a
1:06:57client. Don't for collaboration do it
1:07:00yourself as a course. I would recommend
1:07:02start within the done for you do uh done
1:07:04with you range and then slowly start
1:07:05building out more various offers for
1:07:07down upsells or down cells. Do it
1:07:09yourself is not really an agency
1:07:10anymore. You're selling more of a course
1:07:13or you know like a guide for your your
1:07:16systems. But at the end of the day, this
1:07:17is this is the most scalable. Um, so
1:07:21once you're you gather enough systems
1:07:23and information to where you know your
1:07:25client could actually implement that for
1:07:26themselves, this could be a viable
1:07:29option for you. Um, this is usually how
1:07:32I look at it done for you. You are 90%
1:07:33responsible for the result. You could
1:07:35argue it's less than this as well. Uh,
1:07:37cuz you also got to make sure that the
1:07:39client has the foundation inside of
1:07:40their business to even, you know, apply
1:07:43one of these systems for them. But um
1:07:46we're also going to make sure that we
1:07:48don't take on any clients that don't
1:07:50have the foundation anyways. So it's
1:07:53usually 90%. Done with you. You're 50%
1:07:55responsible for the result. And then do
1:07:57it yourself. You're 10% responsible for
1:07:58the result. At the end of the day, you
1:08:00can provide them information, but like
1:08:01they're if you don't do anything with
1:08:02their information, you're um they're
1:08:06just not going to see any results. But
1:08:07if you provide them shitty information,
1:08:09they're also not going to see any
1:08:10results. So you're 10%. done with you is
1:08:12a good uh this is what I would aim for
1:08:14eventually. And I would never have a
1:08:16do-it-yourself offer as the main offer
1:08:18that you pitch to them. That could be
1:08:19like a downell. If you pitch a dump for
1:08:22you for like 15 grand up front, for
1:08:23example, and then uh they can't afford
1:08:26it where it's just not applicable to
1:08:27their situation. You can kind of downell
1:08:29them into a do-it-yourself, which you
1:08:30can sell for like two grand just to
1:08:31collect some extra cash. That would
1:08:33still be val valuable for them, but you
1:08:35know, you still pitch the done for you
1:08:37or the done with you um upfront. the
1:08:40rate of client satisfaction is usually
1:08:42higher. The more responsibility they
1:08:44have for the results because they know
1:08:46they're like they know that they're the
1:08:48only ones to blame. However, without you
1:08:50ever selling a done for you service,
1:08:51providing any other service will be
1:08:52extremely difficult to navigate around.
1:08:54So, if you're selling a do it yourself,
1:08:56if they don't get results, they won't be
1:08:58mad cuz they know I have the
1:08:59information. I just have to, you know,
1:09:01apply it to my business. done for you.
1:09:04You know, they can be very satisfied um
1:09:07if you do a great service, but it can
1:09:09also be very dissatisfied if you do a
1:09:10bad service. So, you kind of have to
1:09:12work around that. Regardless of what
1:09:14you're selling, the expectations of who
1:09:16should be doing what are extremely
1:09:18important to have a to have clear from
1:09:19the start, even if it's done for you
1:09:20offer, the client still has to
1:09:22communicate on a regular basis and
1:09:24execute upon anything that we request to
1:09:25make sure that they have the right
1:09:27foundation to build everything uh on,
1:09:29etc.
1:09:30The best time to have these expectations
1:09:32is on the onboarding call. Um or the
1:09:34best time to set these expectations are
1:09:36on the onboarding call. So the first
1:09:37call you do after closing them, after
1:09:38taking care of contract and payment, you
1:09:40do the onboarding call. Um and before
1:09:43you guys start to work together, you
1:09:44should set all the expectations. If you
1:09:46talk too much about responsibilities and
1:09:47different types of offers before they
1:09:49pay, it will create confusion and often
1:09:51prevent the sale. Make everything seem
1:09:53effortless and clear before the sale and
1:09:55then quickly set the expectations on day
1:09:56one. So don't speak about the service or
1:09:59expectations or uh any of these like
1:10:01packages before you actually sell them.
1:10:03Everything should be clear on the sales
1:10:05call and then later on you can uh we
1:10:07kind of speak about all this because
1:10:08it's still important to cover as early
1:10:10on as possible.
1:10:11Once you take on clients at scale, you
1:10:13will face prospects in different
1:10:14situations both both operatively and
1:10:17financially. Thus, you might want to
1:10:18have alternative offer that fits them
1:10:20better. Let's say you're done for you 6K
1:10:21plus a $1,500 a month retainer and you
1:10:24find a prospect that doesn't really
1:10:25qualify to work with you but is still
1:10:27interested in your system. You could
1:10:29package everything that you know and all
1:10:30the resources you use to service your
1:10:32clients into a productized
1:10:33do-it-yourself program for 1,500 upfront
1:10:36for example. That way you're not leaving
1:10:39money on the table when facing less
1:10:40qualified prospects and it adds zero
1:10:42responsibility to your workload by
1:10:43offering an info product. So, I wouldn't
1:10:46do this from the start because you don't
1:10:47have any information.
1:10:49But later on, once you have serviced,
1:10:52you know, a handful of clients, I'd say
1:10:53probably a dozen and it makes sense cuz
1:10:56you're speaking to a lot of prospects
1:10:57that either can't afford your services
1:10:59or you just know that if we take you on,
1:11:02it won't be, you know, um enjoyable and
1:11:07even beneficial for us to take you on as
1:11:09a client so we can just downsell you to,
1:11:10uh, you know, to do yourself. timeline.
1:11:14How long are you guys working together
1:11:15and when does everything take place? I
1:11:16would usually recommend 12 to 16 week
1:11:18implementation service program uh to
1:11:20start off with. So that's like the
1:11:22timeline that you're working with them
1:11:23with them in upfront price for the
1:11:25initial 3 to four months of
1:11:27collaboration plus a downell for
1:11:29continued support after that first
1:11:30period. So always always sell this
1:11:34system as like an upfront thing. Um and
1:11:37you usually work with them for 3 to four
1:11:39months. Never pitch them, that's pretty
1:11:41self-explanatory, but never pitch them
1:11:42on a retainer. That's just dumb. The LTV
1:11:45will be a lot lower. Um, and you can't
1:11:47even ensure that you're, you know,
1:11:49working with them enough time to get
1:11:50them results. Like, if you're,
1:11:53this also depends on the niche. If
1:11:54you're working in the real estate
1:11:55market, you need to work with a client
1:11:57for at least 8 months uh, to get them
1:12:00results. Like selling a home is nothing
1:12:01that you do, you know, the next day.
1:12:05It's a really big thing. So, in order to
1:12:06get them results, you need to work with
1:12:08them for a long time. And that's why you
1:12:10need the initial upfront commitment from
1:12:12the client before you can start
1:12:13servicing them because the
1:12:18it let's say you're taking on a client
1:12:20on a retainer and they work with you for
1:12:22a month and then in real estate for
1:12:24example you work for 2 months and they
1:12:26churn out because you didn't give them
1:12:28results. That's not because you um
1:12:32you wasn't good enough. That's just
1:12:33because you can't sell a home within 2
1:12:35months. Thank or you can but not thanks
1:12:37to your services or like a new system
1:12:39they implemented for them. So timeline
1:12:42for the 12week notion page above. So
1:12:46let me see this one. This is usually um
1:12:49a 12week uh layout. We start off week
1:12:53one is foundation and pre-launch and
1:12:55then week two we have ad launch and
1:12:56implementation of all the AI systems.
1:12:58Week three is AI infrastructure testing
1:12:59and refinement. Week four consulting for
1:13:01ads and social media strategies. And
1:13:02then month two and month three are just
1:13:04more like condensed optimization and
1:13:06support. Everything is going to be set
1:13:08up in the first 4 weeks and really most
1:13:11of the time the first like 14 to 21 days
1:13:14and then you know month two and month
1:13:15three are more like checking in making
1:13:17sure that everything is um good and if
1:13:19you know everything is technically
1:13:20struggling we can fix that for them.
1:13:24Setting the right expectations is
1:13:25essential when it comes to the timeline
1:13:26as well. It's way better to tell your
1:13:28client everything is going to be set up
1:13:29within 14 days and stick to that instead
1:13:31of saying it's going to take 3 days and
1:13:32not sticking to that expectation. Aim to
1:13:34have the full system and service set up
1:13:36for them within the first 7 to 14 days
1:13:38of working with them. Ideally, you get
1:13:39started as soon as possible, but it's
1:13:40better to have a comfortable window to
1:13:42get everything in place than to stress
1:13:45put everything together and thus lack
1:13:46quality and your fulfillment.
1:13:49This is how I would package the first 24
1:13:50hours. Um, it's good that you have this
1:13:53under control as well. um you know it
1:13:56usually increases confidence on on your
1:13:57end. You do the onboarding call,
1:13:59discover the client's current tech
1:14:00stack, workflows, data, and any AI tools
1:14:02if they're currently using any. So if
1:14:05they're completely new to AI, you cover
1:14:07that with them as well. But if they
1:14:08currently have some stuff they're using,
1:14:09you can kind of either like kind of
1:14:12erase that from the current sales
1:14:13process or um use that with what you're
1:14:15implementing. Invite to communication
1:14:17channels. That's usually Slack and
1:14:18WhatsApp. Slack with the team and then
1:14:20WhatsApp just for personal everyday
1:14:22day-to-day communication.
1:14:24I wouldn't recommend that you like
1:14:26communicate with these people every
1:14:27single day because you're not just not
1:14:28going to need to. This is a you know
1:14:30service. It's not like some uh what is
1:14:33it called? Like some charity package or
1:14:37uh like a therapy session that you're
1:14:39selling to them like you're you're um
1:14:42you know you're selling them a system
1:14:44and that's what you should present it as
1:14:45as well. So like still have their number
1:14:47but just be clear with like don't don't
1:14:48text me every single day. Um creation of
1:14:51all necessary res resources. So the meta
1:14:53account you need to create or invite to
1:14:57um like they need to invite you to the
1:14:59ad account if they have one already. All
1:15:01the AI tools go high level setup
1:15:03snapshots all that stuff needs to you
1:15:05know just make sure that the invite is
1:15:07uh done. Let client fill an onboarding
1:15:10form. Uh so that's going to be linked
1:15:11below. Uh expectations from you goals,
1:15:14current state, current bottlenecks,
1:15:15location, team, years in business, etc.
1:15:18It's extremely important that you um
1:15:21send an onboarding form to them so they
1:15:23can kind of fill in all the information
1:15:25that you need from them. How long
1:15:27they've been in business, how many
1:15:28employees they have, what's their
1:15:29current like monthly or yearly um
1:15:32revenue, all that stuff needs to be
1:15:34communicated from day one. So you can
1:15:35kind of work around that. And then
1:15:37client watches an onboarding video, walk
1:15:39through the first or the coming 3 four
1:15:41months. So create an onboarding video.
1:15:42I'll also provide you with a script on
1:15:44how to do this cuz you know this is also
1:15:47we usually have an onboarding form
1:15:48that's also linked in the snapshot that
1:15:50we will provide you with on go high
1:15:51level the onboarding form
1:15:54uh is usually uh usually consist of an
1:15:56onboarding video as well. So that's like
1:15:58the last video uh just saying the
1:15:59expectations and and getting them pumped
1:16:01up from the service. I want the the vibe
1:16:03should be good as well. So, just make
1:16:05sure that you know you're presenting
1:16:07something that sounds exciting and
1:16:09you're excited to get to work with them.
1:16:10In the Omry video, what these five steps
1:16:13all do is you put yourself in each
1:16:14other's shoes and you almost make
1:16:16yourself v vulnerable in a sense. This
1:16:18has always been a positive thing in my
1:16:19experience dealing with clients. You
1:16:21like the more you can kind of look
1:16:24vulnerable uh in front of each other,
1:16:26the better cuz then you're like you're
1:16:28you're a team that trying to make this
1:16:30work together instead of just like I
1:16:31don't speak to them whatsoever. we're
1:16:33just like positioning ourselves as this
1:16:34like you know super human team that can
1:16:37just like put a good service in place
1:16:40for you day one which is just is not
1:16:42going to be the case. The expectations
1:16:43are going to be a lot higher um it's
1:16:46better that you actually build a
1:16:47relationship with them and then if
1:16:48anything pops up or you're not able to
1:16:50deliver deliver a good service which is
1:16:52very common in the beginning. Nobody
1:16:54talks about that but like it's it's not
1:16:55common to have a you know super good
1:16:57service in in the beginning like it's
1:17:00you're just not going to have that. So
1:17:03that's an okay thing. And the way you
1:17:04fix that is by having a good
1:17:06relationship with the client cuz if you
1:17:08have a good relationship with somebody,
1:17:09but you know, you don't really perform
1:17:12the best way possible, you can kind of
1:17:13work around that instead of just them
1:17:15just being mad. Uh, as soon as this
1:17:17happens, if you and your client both
1:17:18position yourselves as experts and you
1:17:20expect everything to be done at the
1:17:21highest level possible from the
1:17:22beginning, you will have a harder time
1:17:24communicating with with each other and
1:17:26your needs won't be met. There's nothing
1:17:28wrong with understanding your client
1:17:29fully and asking them too many questions
1:17:31at the start in order for you to deliver
1:17:32the best results possible. Another
1:17:34mental hack I used in the beginning was
1:17:36to master the first 14 days of service
1:17:39and then during that time figure out how
1:17:40you could navigate the rest of the
1:17:41partnership. If you feel overwhelmed by
1:17:44delivering a top tier service for 3
1:17:45months straight or taking on the first
1:17:47few clients, try to master everything
1:17:49when it comes to the first week or two.
1:17:50Know what to do during every hour of
1:17:53those first few weeks. that gives you
1:17:55the room to breathe and dive deeper into
1:17:56their business, their issues, their
1:17:57needs, their bottlenecks, and then to
1:17:59work around that, work around that and
1:18:02deliver a high quality service. So, this
1:18:04is not going to be the case for you cuz
1:18:06you're going to have so much clarity,
1:18:08you know, thanks to this boot camp, uh,
1:18:09on what to do in regards to fulfillment,
1:18:12but it's still a good thing to have in
1:18:13the back of your mind. I used to just
1:18:15make that like my thing when I saw my
1:18:18first few clients. I was like, I feel
1:18:20overwhelmed by delivering for 3 months
1:18:22straight and like what to do every
1:18:23single day of these 3 months. I was
1:18:25like, let me just master what to do in
1:18:27the first 14 days cuz that's going to
1:18:28leave a good impression on them. They're
1:18:30going to like view me as professional
1:18:31and then I can have that 14-day window
1:18:33of just really figuring out what to do
1:18:34with the other two and a half months um
1:18:37of just like delivering a good service
1:18:39for them. And that could also that also
1:18:41allow me to dive deeper into their uh
1:18:43situation and allow me to build a
1:18:45relationship with them, understand them
1:18:46as people and also kind of navigate
1:18:49around how how I would deliver a good
1:18:51service for them. Lastly, expectations.
1:18:54This one is all around pretty
1:18:55self-explanator
1:18:57self-explanatory and has been covered
1:18:58already. A client that expects nothing
1:19:00from the collaboration and gets nothing
1:19:02out of it will be happier than a client
1:19:03that expects you to 10x their business
1:19:05if they or the client that you 10x their
1:19:08business for if they expected a 20x.
1:19:11Expectations is everything. This also
1:19:13goes hand in hand with relationship.
1:19:15Um client satisfaction is never rooted
1:19:18in results solely. Although this is what
1:19:20you've been told, there are only three
1:19:21things you need to do to get happy
1:19:23clients. These are the three things
1:19:25literally. Build a good relationship
1:19:26with the client. Set out expectations
1:19:27for what you want the collaboration to
1:19:29result in and make sure both of you are
1:19:30super clear on those. Deliver on those
1:19:32expectations and fulfill on what you
1:19:34have promised. Results without a
1:19:36milestone won't have a positive impact
1:19:37on the client satisfaction. There needs
1:19:39to be clear communication from the
1:19:40start. You've been told like results
1:19:43matter, which they do. Like you can't
1:19:44just off and do nothing. But
1:19:47relationship and expectations of the
1:19:49results is way more important than the
1:19:50actual results. There's no once again
1:19:52this is what I said in the mindset
1:19:53module with money as well. There's no
1:19:55objective uh amount of money that is a
1:19:57lot of money or that is not a lot of
1:20:00money. Um and there's also not an
1:20:02objective like outcome that is good or
1:20:05an objective outcome that is bad. It's
1:20:07all based on expectations and what
1:20:09you've told them in the beginning. Um,
1:20:11so unless you actually set that out with
1:20:14them from the beginning, it's just not
1:20:16going to be um like you could you could
1:20:18say you could 10x their business
1:20:20literally and if they expected a 20x for
1:20:21some reason um they're not going to be
1:20:24satisfied. I've had clients that you
1:20:26know came in and they wanted to like
1:20:29literally change their life and you know
1:20:31reach 50k months and then you know we
1:20:33might have been like 30 35 6 months in
1:20:36they just wasn't happy. And then I had
1:20:38I've had also like consulting clients
1:20:40with agencies that just said like I
1:20:42don't care about anything. I just want
1:20:43to learn as much about AI. I don't care
1:20:45if I have made a single dollar a year
1:20:47from now. I just want to I I just know
1:20:48that learning as much as possible about
1:20:51AI will, you know, get me in a better
1:20:53spot a year from now than what I am now.
1:20:55And if I don't learn about AI. So
1:20:59this is important to set out on the
1:21:01onboarding call. Once again, this is
1:21:02where you should set the expectations.
1:21:04sales call is too early but also you
1:21:06know a day after the onboarding call is
1:21:08too late. So make sure that this is set
1:21:09out in the beginning. Packages and
1:21:12pricing. When starting your agency
1:21:13always narrow down your agency to one
1:21:14offer in one price. You should always
1:21:16let the market mold itself to you
1:21:18instead of the other way around. You
1:21:19won't have enough experience and data to
1:21:21navigate multiple multiple different
1:21:22offers when starting. It is much better
1:21:25to master one offer in one market and
1:21:27become a specialist in the beginning.
1:21:29Better to go mile deep than rather mile
1:21:31wide. No type of business will pay a
1:21:32generalist if they need if they're in
1:21:34need of a service. Uh you want to create
1:21:36leverage for yourself as early on in
1:21:38your journey as possible. And the
1:21:40easiest way to do so is to get really
1:21:42good at one thing within one market.
1:21:44Only later on once you have a wider
1:21:46clientele should you offer different
1:21:47packages to fit what the prospect is is
1:21:50looking for. For the pricing, we always
1:21:52recommend to structure it as an upfront
1:21:54package plus monthly retainer uh as a
1:21:56cross-ell or downell for continued
1:21:58support once the initial collaboration
1:22:00has expired.
1:22:02I want to touch on this as well. Like
1:22:03your way of building leverage in the
1:22:04beginning when you don't have that much
1:22:06experience, you don't have case studies.
1:22:07You don't have testimonials. Like your
1:22:09way of building leverage is to be really
1:22:11really good at one thing that doesn't
1:22:13apply to a lot of people, but the ones
1:22:15that it does apply to you are going to
1:22:17want your service because you're so good
1:22:18at what you do. So don't go a mile uh
1:22:22wide. And this goes for the niche as
1:22:23well, but also on the pricing and on the
1:22:25offer. Like if you charge one thing, you
1:22:28charge one price for one offer to help
1:22:29one type of person to do exactly this
1:22:31and get a specific outcome. And you have
1:22:33that like really well communicated in
1:22:36your entire sales process. People are
1:22:37going to buy from you. Even though you
1:22:38don't have that much experience, you can
1:22:40still they can still sense that, okay,
1:22:41this guy's is a specialist in what you
1:22:43do, and what he does. How long the offer
1:22:46package lasts depends entirely on the
1:22:47niche. You got to take into
1:22:48consideration how long the sales process
1:22:50for each niche is. If you can get your
1:22:52client new customers through the door
1:22:53within 1 month, you can make the
1:22:54collabor collaboration 2 to 3 months.
1:22:56For something like real estate on the
1:22:58other end, the collaboration needs to be
1:22:59at least 8 months in order for you to
1:23:00deliver results. Selling a home is
1:23:02nothing you do overnight. So, you're
1:23:05there going to be niches out there um
1:23:08that and this is where we want to find a
1:23:09fine line as well because there going to
1:23:12be niches out there that can get new
1:23:13customers tomorrow thanks to your
1:23:15marketing campaign. There going to be
1:23:16niches out there that can't get a client
1:23:18regardless of how good the campaign is
1:23:20within eight months for real estate, for
1:23:22example. And this is a direct
1:23:24correlation with how high ticket they're
1:23:26selling their services. So a home, let's
1:23:28say you're selling a home for 500 grand,
1:23:29like you you can't sell that overnight.
1:23:30That's a sales process that needs more
1:23:32time. Um, a gym, for example, that can
1:23:35be sold tomorrow, but also a gym uh
1:23:38because that's like a 40 bucks a month
1:23:40membership. But a gym is also not going
1:23:43to be um have enough money to spend on
1:23:45your services. So realtors usually have
1:23:47enough money, but it's also too long of
1:23:49a sales process. You want to find a good
1:23:50middle ground where they have enough
1:23:52money to spend on your services and it's
1:23:54not too saturated as well. But the sales
1:23:56process is also one to three months is
1:23:59kind of the sweet spot. Um roofing is a
1:24:02great one. HVAC is a great one. All
1:24:03types of clinics, you name it. That's
1:24:06this is also stuff you can go back and
1:24:07forth with with that agent that I
1:24:09provided in the earlier document. This
1:24:12is why we recommend demanding an upfront
1:24:13commitment from the client because the
1:24:15more more often than not they need to
1:24:16stay with you long term in order for you
1:24:18to get them results. This is why we
1:24:19pitch them on an upfront like 8 months
1:24:21or 3 months or four months instead of
1:24:22selling them on a monthly retainer cuz
1:24:24some clients are they just don't
1:24:26understand this stuff. They could work
1:24:27with you for a month on a retainer
1:24:29basis. They could pay you 2 and a half
1:24:30grand for one month and then you don't
1:24:32get them results. It's not because
1:24:33you're not good. because you can't get
1:24:35them results in a month. So that's just
1:24:37the way the market is. If you pitch them
1:24:39on a month monthtomonth basis, they have
1:24:41full freedom to quit at any time.
1:24:42Although the reason for you not giving
1:24:44them the results. Yeah, this what Okay.
1:24:46Yeah, that's what I just said. Um the
1:24:48main thing that determines the length of
1:24:49the sales process is the price of their
1:24:51service. If you're selling a regular
1:24:52service, regular dent service, the sales
1:24:55process might be no longer than 3 days
1:24:56since the service is a couple hundred
1:24:58bucks. If you're working with roofers,
1:24:59luxury remodel remodelers, realtors,
1:25:01high to get home services, you're
1:25:02looking at service ranging from 10K all
1:25:04the way up to a million dollars and even
1:25:05more than that if you're working with
1:25:07realtors. So, with this in mind, you
1:25:09often need to find um leads that are
1:25:12already in in the market for these
1:25:14services unless you're targeting
1:25:15extremely rich people, which rarely is a
1:25:17scalable market anyways.
1:25:19And because of this, you need to receive
1:25:21a long-term commitment from your client
1:25:22in order to provide results. This
1:25:23doesn't mean that it's harder to make a
1:25:25lot lot of money from a market like
1:25:26this. It's just a different playing
1:25:27field. This is also we have found this
1:25:29in solar as well where like you're
1:25:30installing these like million-doll
1:25:32projects for not even like um for like
1:25:37residential um properties like like
1:25:40actual commercial installations of like
1:25:43solar projects or whatever. Not only is
1:25:46that a corporation of like 500 people,
1:25:48but it's also like sales process that
1:25:50takes 5 days and you're looking at a
1:25:53project that that's costing them like $3
1:25:55million. So that's not the sales process
1:25:56that happens overnight. You could
1:25:58provide like once again I'm not saying
1:26:00that it's harder and you can make a lot
1:26:01of money working in solar or working in
1:26:04real estate, but it just you got to
1:26:05navigate uh that market differently. So
1:26:08always pitch the client on a higher
1:26:10ticket price up front. Then based on
1:26:12your ability to deliver results, you can
1:26:13ne negotiate a downell of either a
1:26:16recurring fee monthto month or a downell
1:26:18or or of an additional upfront
1:26:20commitment. Um the offering price could
1:26:23be 6K onetime fee for example 16 weeks
1:26:25of support. Um and then you can down
1:26:28sell them on either retainer 15 to 2500
1:26:31a month recurring or a downell upfront
1:26:34fee of like 3 to four grand a month.
1:26:36Keep in mind like once you're at this
1:26:37stage after the four months and you've
1:26:39delivered a good service, it's going to
1:26:41be way way easier to downell them on
1:26:44something like this cuz they already
1:26:45trust you. They know that if they pay
1:26:47you money, you're going to deliver
1:26:48results. Um, so this kind of depends on
1:26:50their situation as well. So either you
1:26:52can down sell them on additional 16
1:26:54weeks or just do um this also depends on
1:26:58how much time you're actually spending
1:26:59on them. If you're spending a lot of
1:27:00time with them, um I would recommend uh
1:27:03this cuz that actually makes your time
1:27:05worth it. If you're just assistantly
1:27:07plays for them, I would just do um this
1:27:09downell. 6K is a good range of pricing
1:27:12when you're starting out. It's not too
1:27:15high, it's not too low. uh it puts your,
1:27:17you know, makes your positioning good
1:27:19while still not like not being able to
1:27:22justify that high of a pricing if you're
1:27:24charging like 15k for a service like
1:27:26this. But it it should always be high
1:27:27ticket. If you're working with lower
1:27:28ticket businesses, 500 to 3,000 AOV,
1:27:31make the upfront uh two to two to four
1:27:33months. If you're working with realtors
1:27:34or roofers, it needs to be extended 6
1:27:36months or to a year up front. And in
1:27:38those cases, also charge more more
1:27:40upfront since they're more financially
1:27:41capable. Never charge 6K for 8 months
1:27:44working with a realtor. That should be
1:27:45at least 15 to 20 grand in my opinion. A
1:27:48big mistake I see people make in the
1:27:50beginning is lowering their prices
1:27:51because of their experience. They're
1:27:53thinking since I don't have that much
1:27:54credibility to my name, I'll lower my
1:27:56prices to easier attract clients because
1:27:58I'm not worth that much as of now. This
1:28:01mindset and way of doing business won't
1:28:02benefit you whatsoever. Quite the
1:28:04opposite. If you lack experience,
1:28:07your low prices are only going to
1:28:08amplify your lack of experience. People
1:28:10think that low prices work to their
1:28:12benefit since they're new to everything.
1:28:14But charging a small amount only makes
1:28:15you seem like an amateur. Charging high
1:28:17ticket is your friend in the beginning
1:28:19and it helps you. People correlate high
1:28:21prices with premium quality and a good
1:28:23service, especially when buying a
1:28:24service since the customer can't
1:28:26physically see nor get a solid
1:28:28perception of the product before buying.
1:28:31If you were to sell a pair of jeans, the
1:28:34customer would see that pair of jeans
1:28:36before buying it. So they could actually
1:28:37make, you know, a perception of the
1:28:38value that they get out of it. In a
1:28:40service based business, your pricing is
1:28:42almost directly correlated to the how
1:28:45premium quality that service is. So you
1:28:48got to pitch high ticket up front and um
1:28:51you know you you think that since I
1:28:53don't have that much experience and I
1:28:54don't have that much you know many case
1:28:56studies under my name I could charge uh
1:28:58less and uh that will kind of justify my
1:29:01experience.
1:29:03Um, it's quite the opposite. Like if you
1:29:05if you don't have experience and you're
1:29:06charging two grand upfront or like a 500
1:29:09bucks a month retainer, nobody's going
1:29:10to buy from you cuz you they they
1:29:12realize, okay, this ch this this guy's
1:29:14charging 500 or 1,000 bucks a month for
1:29:16a reason. It's probably better that I
1:29:18don't buy from him. On top of this,
1:29:20you're going to be way more motivated
1:29:21and pressured to deliver a great to
1:29:23deliver great results when the client
1:29:24has paid you a lot of money. You won't
1:29:26feel nearly the same pressure when
1:29:27charging low ticket. So that's like a
1:29:29good like kind of lit a fire underneath
1:29:32you like you need to deliver a good
1:29:34service for them. If if they paid you
1:29:3510K you're going to do what it takes.
1:29:38This is a big one. I don't hear anybody
1:29:40talking about this. You also have the
1:29:41means to deliver a great service when
1:29:43you have more money. I'll tell you from
1:29:45experience. Worst case scenario if if
1:29:47you for some reason can't manage to
1:29:48deliver a sold for the client.
1:29:51You have a backup plan. If you charge
1:29:53$10,000 you can use that money to
1:29:55deliver. You can't do that with $1,500
1:29:57$1,500. With $10,000, you can find
1:29:59people, hire contractors, buy programs,
1:30:01etc. With $1,500, you're stuck with your
1:30:04own current abilities to deliver
1:30:05results. And here's the crazy thing. A
1:30:07client that has paid you 10 or 1,500 has
1:30:09the same, if not higher, expectations of
1:30:11your service than the client that has
1:30:12paid you 10K. So, you know, with 10K,
1:30:17you're going to figure out how to
1:30:18deliver good service. You have 10K.
1:30:21Worst case, you're spending 5K of that
1:30:22to like deliver good service. Um, but
1:30:26you're going to be good regardless. With
1:30:271500, you can't do anything. And money
1:30:29is usually the answer to everything. And
1:30:31in a market where everybody wants money,
1:30:33if you have money, you can figure out
1:30:34how to get a result. That's just my
1:30:37experience of it. Like people ask like I
1:30:39charge 10K and then what? I need to
1:30:41deliver good service. If you have 10K,
1:30:43trust me, you'll figure it out. Um, I'm
1:30:46not saying that you have to charge 10K,
1:30:47but like with low pricing, you have
1:30:50people that expect cuz these are it's
1:30:52just different people as well. the
1:30:53people, the business that can afford to
1:30:55spend 10k with you just has, you know,
1:30:59they're a different person. They don't
1:31:00expect like the craziest stuff ever, but
1:31:03the the guy that's charging 1,500 or
1:31:06that's paying you 1,500 that they
1:31:07usually look at that as like a
1:31:10just a higher price point. I can
1:31:13confidently say uh with 10K, you don't
1:31:15even need any prior knowledge. You're
1:31:16going to be able to deliver great
1:31:18service regardless of your of your
1:31:19capabilities. So like you're you're most
1:31:22of the time going to have a hard time
1:31:25charging 10K if you have zero knowledge
1:31:27unless you're like really good at sales.
1:31:29But if you have if you charge 10K if you
1:31:31manage to charge 10K for a client, you
1:31:33don't need any knowledge whatsoever. You
1:31:35could outsource the entire fulfillment
1:31:36for like three grand and then keep
1:31:38seven. This is also like the way people
1:31:40do uh drop servicing and they kind of
1:31:42just do like agency arbitrage which is
1:31:45like you you charge
1:31:47um high price up front and then you take
1:31:50a bit of that money and you outsource it
1:31:51to somebody else. All this said the only
1:31:54downside to charging high ticket is that
1:31:55you need a bit more skill in order to
1:31:57sell a 10k package. Aside from that
1:31:58there's solely upsides. Literally the
1:32:01only reason you shouldn't charge up like
1:32:03high ticket up front is because you
1:32:06might have a bit harder time charge that
1:32:08much. Um but that's that's not because
1:32:11it's 10K. That's because you can't like
1:32:13really justify um why they should pay
1:32:16you 10K or your sales skills might not
1:32:18you know meet that price point. If
1:32:21anything, here are a few examples of how
1:32:22to work around your high ticket offer in
1:32:24the beginning. So these are the three
1:32:26things you can do. You pitch 10K, the
1:32:28client can't afford the the full 10K up
1:32:29front and he pays everything up front.
1:32:32You pitch 10K, the client can't afford
1:32:33the full 10K up front. So, you split it
1:32:35up into two or three payments monthly.
1:32:36So, you split it up like 2500 a month or
1:32:40um you know 5 grand the first month and
1:32:42then 5 grand the second month. You pK
1:32:45the client can't afford the full 10 10k
1:32:47and he she lacks trust in your ability.
1:32:48So, you split up into 50% up front and
1:32:51the other 50% they pay once they reach a
1:32:52certain milestone. So, you do 50% up
1:32:54front, 50% performance based. This is a
1:32:56great uh pricing structure, by the way.
1:32:59But what I'm saying is there's no point
1:33:01in you pitching less than high ticket
1:33:02anyways. 10K is an example, but I would
1:33:05minimum go like six um K for your
1:33:09service cuz it wouldn't it wouldn't
1:33:11maybe like 7.5 even. But like you you
1:33:14should always pitch high ticket and then
1:33:16if they can't afford it, you can work
1:33:17around that in different ways. You can
1:33:18split it up on a monthly basis. Um, you
1:33:20could finance it through like buy now
1:33:22pay later options through a few of the
1:33:24platforms that I'll uh provide to you
1:33:27later on in this document
1:33:29or uh you can just do 50% up front and
1:33:31then the other 50% are performance
1:33:33based. It all depends. Regardless of
1:33:36anything, you don't adapt your pricing
1:33:37to them. Lowering your prices won't
1:33:38benefit you in any way possible. But if
1:33:40the client can't pay the full amount of
1:33:42fraud, you either split up or negotiate
1:33:43a 50/50 split deal to balance out the
1:33:45responsibility with trust.
1:33:48This go go goes back to the game of
1:33:49leverage as well. If you pitch 10K and
1:33:51the client can't afford can't afford it,
1:33:53you have two options. Standing your
1:33:54ground at the 10K price point and let
1:33:56the client admit defeat by needing to
1:33:58work around the price either by
1:33:59splitting it up or doing half
1:34:01performance base. In this case, you are
1:34:02the one gaining leverage and authority.
1:34:05The other option is lowering your price
1:34:06from 10K down to five or even three
1:34:08where you first admit that your service
1:34:09isn't worth 10K because you're so easily
1:34:12able to work around it.
1:34:14you're willing to lower your price
1:34:15immediately and also expressing the fact
1:34:17that you're willing yeah willing to work
1:34:19around your way around it. You're also
1:34:22expressing that um the client matters a
1:34:26lot to you and this lacks abundance and
1:34:27you will never close a client from this
1:34:28state of mind. The clients can sense
1:34:30that like you if you pitch 10k you need
1:34:32to stand your ground at 10k and then if
1:34:34they can't afford it you know you work
1:34:35your way around it. But if your client
1:34:38want your service they they're one that
1:34:40has to kind of mold themselves to you
1:34:42instead of the other way around.
1:34:44Today there al also a bunch of financing
1:34:45or buy now pay later options uh for you
1:34:48to get the full amount up front while
1:34:49the client pays it off on a monthly
1:34:50basis via credit option. You can set
1:34:52this this up directly inside of Stripe
1:34:54fan basis W or even third party
1:34:55financing platforms like a firmware CLA.
1:34:58So this this is a pretty new thing. Uh
1:35:01we've been using it a lot. It's it's
1:35:03basically allows for the client to pay
1:35:06off the payment. Uh let's say you're
1:35:07splitting it off on a fourmonth basis.
1:35:09they could pay off 2500 a month and you
1:35:12still get the full 10k up front. So
1:35:15that's a and and all the issues in
1:35:18regards to the payment is between the
1:35:19client and the platform. You don't hold
1:35:21any responsibility for you know the
1:35:24amount of money that you charge. With
1:35:26this said, there's no need and no excuse
1:35:28for you to lowering lowering your
1:35:29prices. Charging less puts you in the
1:35:32spotlight of less authority. It attracts
1:35:33worse client that aren't able to pay
1:35:35what you're worth and you have less
1:35:36financial resources to work with in a
1:35:38situation where things went left and you
1:35:40urgently need to deliver on what you
1:35:42promised. On top of this, I assume that
1:35:43you're in the game, you're in this game
1:35:45to make as much money as possible to
1:35:46create a good life for yourself. So,
1:35:48charge more. I don't think that you want
1:35:50to charge less. I just think that you do
1:35:51it to justify your situation. But I'm
1:35:54telling you that it does make sense. So,
1:35:56you know, charge what you're worth. It
1:35:58always makes sense to charge more high
1:36:00ticket. So, um, you know, charging lower
1:36:02ticket will only come with with
1:36:04downsides pretty much.
1:36:10Now, you may ask, if I want to get a few
1:36:12clients under my belt quickly to gain
1:36:13experience and build testimonials,
1:36:15shouldn't I charge lower ticket at first
1:36:16to speed up the process? If this is your
1:36:18mindset in the beginning, which I don't
1:36:20have anything against, in fact, I think
1:36:22it's the better move for a lot of
1:36:23people, meaning you just get a few
1:36:25clients uh under your belt and just
1:36:27deliver for them. So that way you have
1:36:28leverage in regards to testimonials. I
1:36:30would suggest you charge zero up front
1:36:32or alternatively charge the amount
1:36:34required to set up the system for them.
1:36:36So that's 300 bucks to a,000 bucks. This
1:36:38is way better than charging low taken.
1:36:4110K and 3K 3K are ultimately the same
1:36:44thing in the client size. 3K percentage-
1:36:45wise is mathematically infinitely more
1:36:48money than $0. However, $10,000 is alo
1:36:51also mathematically infinitely more
1:36:53money than $0. The client doesn't know
1:36:56that you're charging 3K instead of 10K.
1:36:58So, they just see how much money
1:37:00required from them in exchange for your
1:37:01service. This is like people think that
1:37:03I'm not going to charge 10K. I'm
1:37:04charging 3K instead. But the client
1:37:06doesn't see that you're charging 3K
1:37:07instead of 10K. So, they doesn't they
1:37:09don't view it as cheap the same way as
1:37:11you do. They just see 3k for your
1:37:13service and they're like 3k
1:37:16that can't possibly be worth that much.
1:37:18Like if you charge 10k that will be way
1:37:21more like the perceived value is a lot
1:37:23higher. You can do more with that money.
1:37:25So I would e either do uh yeah that's
1:37:28what I've written underneath as well.
1:37:29Like the difference between zero and 100
1:37:31is a lot bigger than the difference
1:37:32between 100 and 10,000. Zero is like any
1:37:35anybody would you know agree for $0.
1:37:37Nobody like trust me these businesses
1:37:40have money to spend. If they don't pay
1:37:41you, it's because they don't believe in
1:37:42you. It's not because they don't have
1:37:43the money. So, you know, if if you're
1:37:47looking to get a few clients under your
1:37:48belt, just charge nothing. Create a
1:37:50loom. Send out a few messages a day on
1:37:53LinkedIn. Say, "I'm looking for five
1:37:55clients to just deliver a great service
1:37:56for. We have done this in the past. This
1:37:57is the service. the only thing you pay
1:37:59for is to set up set it up. But I'm just
1:38:01looking to gain testimonials and I'm
1:38:04not, you know, even if they're paying
1:38:06a,000 bucks for the setup, they know
1:38:07that you're not gaining anything from
1:38:10charging like money for you uh from you.
1:38:14So they know that, okay, he's he's not
1:38:16benefiting this like he he won't take
1:38:18this money that I give him and go do
1:38:19something else. Um so that builds a lot
1:38:22of trust unless you have case studies
1:38:24before that. But like charging low
1:38:26ticket is just like there's no point.
1:38:27Like either you charge 10K 15K for the
1:38:30service that you're worth or you go the
1:38:31quick route, you get a few testimonials
1:38:33under your belt uh by charging zero up
1:38:36front, you gain experience and then that
1:38:38experience can be enrolled into services
1:38:40that are worth a lot of money later on.
1:38:42But 3K like just losers charge 3K. So
1:38:46you skip that. On the other end, you're
1:38:48comparing something that cost to
1:38:50something that costs more. So the these
1:38:51are the differences. on on one end with
1:38:53this you're comparing something that's
1:38:55free to something that costs. This is
1:38:56free. This costs
1:38:59this costs and this just costs more. And
1:39:01this is not a big difference for the
1:39:02client. They're paying for something
1:39:03anyways. So here's another thing that
1:39:06not not a lot of people talk about.
1:39:07There are low ticket prices, mid-t,
1:39:11you know, categorize all purchases in
1:39:15the world to low ticket, mid ticket, and
1:39:17high ticket. Low ticket prices don't
1:39:20make a difference to your bank
1:39:21statement.
1:39:22or sorry, the type of product that
1:39:24humans hate to pay for the most are mid
1:39:26ticket ones
1:39:28by far. Low ticket prices don't make a
1:39:30difference to your bank bank statement.
1:39:32High ticket prices make such a huge
1:39:33difference to your back bank statement
1:39:35that it feels like you have control over
1:39:36it. And most of the time, we're pretty
1:39:38excited about these purchases as well.
1:39:39If you're buying like a um a car or a
1:39:43house or something like it's not like
1:39:45you're like, "Fuck, this is costing too
1:39:47much money cuz it's such a big purchase
1:39:48that it takes up so much space." uh in
1:39:51your head that you're like you're fine
1:39:53with it. You have you feel like you have
1:39:54more control. Mid ticket prices just
1:39:56sting in the middle. They make a
1:39:57difference to your to our bank
1:39:58statements, but we wonder why since we
1:40:00rarely care about them and on the same
1:40:02level as high ticket ones. Like if I I
1:40:05remember um
1:40:07literally paying for a 10K program and a
1:40:10program for 500 bucks. And the one that
1:40:12I've paid 500 for when I paid for it, it
1:40:14was like 500 bucks. Compared to 10K,
1:40:18you're like, "Okay, this is a
1:40:19commitment. I'm paying this 10K now
1:40:20because like this is we're operating on
1:40:22new levels now. Nobody's just going to
1:40:24believe that 500 bucks or 3K can
1:40:25actually change your life. So that's
1:40:26just like a it's just a mid-t payment
1:40:29that stinks. Um so the innate problem is
1:40:32that we're still in the low ticket
1:40:33mindset when buying mid ticket products.
1:40:36When buying something really expensive,
1:40:37we adapt to the concept of that amount
1:40:38of money leaving our bank account. So
1:40:40we're okay with it. That's why I just
1:40:42said like example when I bought my first
1:40:43high ticket program, I I actually
1:40:46remembered um I booked a call with this
1:40:48program. I won't I won't say the name of
1:40:51it, but um I had booked a call with a
1:40:53program that I knew cost money, but
1:40:55didn't know how much. But I was like,
1:40:56"This can actually help me. Let me see
1:40:58if I can afford this." And I this was
1:41:00before I made any money, by the way,
1:41:02with um my agency or anything. I was I
1:41:07pitched um I was like in my head before
1:41:09I joined the call, I was like, "If this
1:41:11is
1:41:132 and a half grand or less, like in
1:41:14a,000 to 2 and 1 half grand range, I'll
1:41:16actually buy it. But otherwise, if it's
1:41:18more than that, like I, you know, I
1:41:20won't buy it. But if it's like 2 and a
1:41:21half grand, like I'll buy it. And he
1:41:23came to pitch and uh he pitched me for
1:41:2510K. Like the program was 10K. So like
1:41:29according to me, that was way more. I
1:41:30should have said no. But then all of a
1:41:32sudden, you're in a different mindset.
1:41:3310K is such a jump from 2 and a half
1:41:35grand that you're like, "Okay, this is a
1:41:38proper commitment all of a sudden." It's
1:41:40it's a weird thing, but the the
1:41:41psychology behind it is super accurate.
1:41:43And um this is just like the mid ticket.
1:41:46Like if somebody had pitched me for like
1:41:474K, I would be like, "Nah, it's just not
1:41:50worth it." But 10K, I I bought it. So,
1:41:55um yeah, moral of the story, always
1:41:57charge high ticket for these type of
1:41:59services. Low ticket down cells. Later
1:42:00on in your agency journey, once you
1:42:01build some momentum, you got a good
1:42:02amount of successful clients under your
1:42:04belt, you can start offering multiple
1:42:05different package to fit a wider range
1:42:07of proh prospects in interested working
1:42:09with you. So, we have already went
1:42:10through this, but um you start off with
1:42:13the done for you. uh this will always be
1:42:15the highest ticket and then done with
1:42:16you slightly cheaper because you put
1:42:18more responsibility on then and then
1:42:19don't do it yourself as the cheapest and
1:42:21that's kind of position positioned as a
1:42:24downell.
1:42:25Um so not too much to touch on that.
1:42:28Worth noting this is only later on.
1:42:30Never start done with your do yourself
1:42:31offer uh start with a done with you do
1:42:34yourself offer and only do this once you
1:42:36have the foundation to stand on and
1:42:38enough valuable resources to give your
1:42:39clients in a less hands on manner. I
1:42:42would also always keep the done for you
1:42:44offer. Never step away from it fully. As
1:42:46long as you're running an agency, but as
1:42:48you scale and gain more experience,
1:42:49you're able to offer multiple different
1:42:51ways of servicing clients that ends up
1:42:52being beneficial to both you and your
1:42:54the market that you're serving. With all
1:42:56this said, I would suggest you stick to
1:42:58one to the offer pricing model
1:43:01and then down or crossell them into a
1:43:02monthly retainer afterwards. The only
1:43:04thing that you change as you scale is
1:43:06how much you charge.
1:43:08Um, and then this as well, uh, domain
1:43:10and purchase setup. We'll have a
1:43:12separate video coming in to kind of set
1:43:13this up. Uh, I don't think the Google
1:43:15Workspace, I don't have to go through
1:43:16that too much. There's a million videos
1:43:18out there and you, if you click this
1:43:20link, you'll probably realize what's
1:43:22required from you to set it up. But, you
1:43:23need to buy a domain first. So, this is
1:43:25why I said like if you're buying a
1:43:26domain, usually look at the domain first
1:43:28and what's available in a.com domain.
1:43:31Uh, look up the availability of the
1:43:32domain and the Instagram name before
1:43:33deciding on a final name. GitHub from
1:43:35CLGBT to find a name and then purchase
1:43:37the domain. Ideally, a.com domain via
1:43:40one of the platforms below. NameCheep or
1:43:42GoDaddy. I like godaddy a bit more.
1:43:44NameCheep is uh cheaper usually, but not
1:43:48by a large margin. So, uh any of these
1:43:51work and uh we'll kind of clip a video
1:43:54just um explaining how you set this up
1:43:57with all the DNS records and how you
1:43:58connect this to the Google Workspace
1:43:59later on as well. The Google Workspace,
1:44:01I won't make a video on that. You can
1:44:02probably figure that out by yourself.
1:44:05So, go High Leo setup. Um, GoHigh Leo is
1:44:08the all-in-one CRM, uh, the customer
1:44:10relationship management platform to
1:44:12manage your entire agency front to back.
1:44:13Essentially, every single software that
1:44:15you would need to acquire clients for
1:44:16your agency as well as to fulfill for
1:44:18those clients all in one place. I don't
1:44:20know when Gohilo came out, but it's
1:44:22definitely all that I've ever used.
1:44:24Every agency owner out there use uses
1:44:26GoHigh. It gives you access to
1:44:28everything you need to send outreach via
1:44:30SMS campaigns, email campaigns, social
1:44:32media platforms, all in one place.
1:44:33building websites and sales funnels. Uh
1:44:35automating workflows and uh if this that
1:44:38sequences and automations, that's kind
1:44:39of what workflows are inside of go high
1:44:41level at least. Uh automations for your
1:44:43business, collecting payments,
1:44:44connecting domains, tracking leads
1:44:46within your sales process, and
1:44:48leveraging shortcuts, etc. So, they
1:44:50actually made a kind of guide on what
1:44:53type of um you know, services and
1:44:56platforms
1:44:57and softwares that they're replacing by
1:44:59just having everything in one place.
1:45:01unlimited sales funnels. All of this is
1:45:03like, you know, included inside of go
1:45:05high level. So everything that is
1:45:07included inside of go high level before
1:45:08go high level was released would cost
1:45:10you I mean according to them 1,600 bucks
1:45:13per month. I even think it's more than
1:45:14that to be honest cuz a lot of these
1:45:17platforms you pay more as you go. I
1:45:18would even say it's closer to two maybe
1:45:20even three grand a month depending on
1:45:21where your agency is at. Um but go high
1:45:25level you get everything for 97 bucks a
1:45:26month. So you you're going to need this
1:45:28uh for starting your agency. That's just
1:45:30the main set cost when you're starting
1:45:33out, the 97 bucks a month. And um yeah,
1:45:37I mean I yeah, once again, I think this
1:45:40is an understatement. Um to run your
1:45:42agency, this is the obvious choice. I
1:45:43don't know a single agency owner that
1:45:45doesn't use GoHigh Leo. Um genuinely,
1:45:48all of our coaching clients use Gohigh
1:45:50Leo. We use GoHigh Leo for all of our
1:45:52agency clients. I've used GoHigh Leo. I
1:45:54probably spent thousands of bucks with
1:45:56Gohigh Leo at this point.
1:45:58Um, I mean probably, yeah, more maybe
1:46:01even like upwards of tens tens of
1:46:03thousands at this point. Um, all this
1:46:06for 97 bucks a month on the base plan,
1:46:08which is more than what you need. It's
1:46:10more which is more than you need to get
1:46:12started. I'll break down everything uh
1:46:14you need to know about the platform. Uh
1:46:16we'll also have it'll be after this one
1:46:18but we'll have a full walkthrough of the
1:46:20go high level platform and how to set
1:46:21everything up and all the snapshots that
1:46:23come included um when you're setting it
1:46:26up uh with us. So all the like systems,
1:46:28automations, funnels, websites, custom
1:46:31fields, pipelines, everything that we
1:46:32have used for our agency is going to be
1:46:34you're going to get that for free if you
1:46:35sign up uh with the link underneath
1:46:36below. Um that's the only way to get it.
1:46:39But, you know, so all the funnels and
1:46:40everything that you're going to be
1:46:41using, the SMS campaigns, everything
1:46:44that you set up, um, you know, you don't
1:46:47need to do that by yourself if you sign
1:46:48up with the link down below. So, just a
1:46:52quick breakdown cuz we'll have the next
1:46:53module will be a full uh kind of
1:46:55software mastery module with go high
1:46:57level and how to set everything up on
1:46:58the platform, but I'll just do a quick
1:47:01walk through what it is about. So, so go
1:47:02high level has an agency view and then
1:47:04it has a sub accounts. This is kind of
1:47:05the way it's built. Um, connected to the
1:47:08agency. So, sub accounts connected to
1:47:09the agency view. These are the only two
1:47:11departments you need to know about.
1:47:13Agency view is the top level dashboard
1:47:15where you manage your entire business as
1:47:17the GHL operator. And from there, you
1:47:18can create and oversee all your client
1:47:20accounts. Manage billing, white label
1:47:22settings, access SAS mode, and see
1:47:24everything across your entire operation.
1:47:26You can view this as the landlord level.
1:47:28So, this is like where you have the
1:47:29overview of everything. A sub account is
1:47:31an indivi individual client account that
1:47:34lives under your agency. Each sub
1:47:36account is essent essentially self
1:47:38contained CRM environment uh for one
1:47:40client or a business with their own
1:47:42contacts, pipelines, calendars, funnels,
1:47:44automations, etc. Think of this as the
1:47:46tenants unit. So this is like the actual
1:47:49house that you live in the sub account
1:47:51and the agency view is just like the
1:47:52landlord that you know operates all the
1:47:54houses. Everything you don't do a lot
1:47:56inside of the agency view or on the
1:47:58agency level. Um, but you you still need
1:48:01it. Like that's still going to be the,
1:48:03you know, overview of everything. And
1:48:04then sub account is where where you set
1:48:06everything up. So the pipelines, the
1:48:07contacts, where you build all the
1:48:08funnels, you reach out to all the
1:48:09businesses, all that stuff. So literally
1:48:12like you you could operate your entire
1:48:13business inside of go high level when
1:48:15you're running your agency. You you just
1:48:16need one tab open
1:48:19across like like in the entire um when
1:48:22you're working essentially and you only
1:48:24need go high level open. You reach out
1:48:25to all the businesses through go high
1:48:27level. You upload all the leads. You
1:48:28take care of all the like the pipelines.
1:48:30You track all the leads, what st what
1:48:31stage they're in, you launch all the
1:48:33sites, you connect your domain, you
1:48:35build your website, they have unlimited
1:48:37templates, uh which some of them were
1:48:39going to give to you as well.
1:48:41You name it, you can run your entire
1:48:43agency from one platform, which is
1:48:44pretty cool. And it makes this all so
1:48:46much easier. Like an I couldn't imagine
1:48:48running an agency without go high level
1:48:50honestly. Um so this is mandatory. you
1:48:54you essentially need this to uh run your
1:48:57agency unless you want to be spending
1:48:58three grand a month on you know the
1:49:00third party softwares and uh just have a
1:49:03million tabs open. Also go high level
1:49:05has three different plans is the 97
1:49:06bucks a month plan. This is the initial
1:49:08one which you need to get started and
1:49:09then the 297 and then the 497. Uh the
1:49:12497 is not going to be applicable to you
1:49:14for a long time. The 497 is more if you
1:49:16want to build your own like software
1:49:18platform with go high level as the
1:49:20foundation.
1:49:22Um,
1:49:24but the 297 is later on. So, I'll
1:49:26explain. The 97 bucks a month offers the
1:49:28agency view plus three sub accounts. Uh,
1:49:31and while the 297 offers the agency view
1:49:33plus unlimited sub accounts. That's the
1:49:34only difference. And later on, you
1:49:36you're going to need one sub account for
1:49:38every single client that you take on,
1:49:40including yourself. You need for your
1:49:41agency, you need one sub account. So,
1:49:43when you start off, uh, one sub account
1:49:44is going to be yours, and then you have,
1:49:47uh, room to take on two clients and
1:49:50operate. And then once you get to three
1:49:51clients, you'd upgrade to the 297 month
1:49:54uh plan, but you're going to be
1:49:55financially fine once you have three
1:49:56clients uh to spend that on a monthly
1:49:59basis. You're going to be completely
1:50:01fine with the start plan in the
1:50:02beginning. But since you're going to use
1:50:03one of the sub accounts for yourself,
1:50:04you'll have to upgrade a sub
1:50:05subscription once you have more than two
1:50:07clients. Um yeah, that's pretty much it.
1:50:10These are the necessities. This just
1:50:12kind of to clear it up for you. This is
1:50:14what it looks like inside the agency
1:50:15view. Once again, all this will be
1:50:16covered in the next module as well.
1:50:19Uh, this is what's offered on the agency
1:50:21view. This is kind of what I how I would
1:50:23look at it. Um, you don't need any of
1:50:26this like other here down
1:50:28below. Like you you don't need to pay
1:50:29attention to it. Like this is the only
1:50:31thing you're going to really click on on
1:50:32the agency view. It is a very beginner
1:50:34friendly platform, but it can be a bit
1:50:36confusing in the beginning. So, I'm just
1:50:38making these pictures to make it a bit
1:50:40easier. Here's also sub accounts uh
1:50:43offered versus um needed. So launchpad
1:50:49uh dashboard you're going to be using
1:50:51everything. This is where you manage all
1:50:52the conversation with the leads, the
1:50:53calendars uh where you see the bookings
1:50:55of the leads, the contacts where you
1:50:56upload all company information, the
1:50:58opportunities, this is where you have
1:50:59the pipelines, payments where you
1:51:00collect the payments. Payments is the
1:51:02only thing you you can collect payments
1:51:04through go high level. We have already
1:51:05always done it separately through
1:51:07Stripe. Um and I wouldn't recommend
1:51:11Stripe if you're getting started. We
1:51:12have just used Stripe for such a long
1:51:14time, but that's besides the point. um
1:51:17payments and then you have AI agents.
1:51:19This is you can kind of leave this. This
1:51:21is like GoHigh's own AI feature. Uh
1:51:24marketing automation sites and media
1:51:26storage are the only ones that I would
1:51:27care about. Um so this is kind of how I
1:51:29would look at it.
1:51:31Um I don't want you to hammer this too
1:51:33deep into your mind because later on in
1:51:35your journey, you might need to leverage
1:51:37GHL's features in a deeper manner than
1:51:38you do now. So, don't like make it uh
1:51:43like don't shy away from these like
1:51:45features forever because you might need
1:51:46them in the future, but to get started,
1:51:48you don't need them whatsoever.
1:51:50Uh but to get started, this is all you
1:51:51all the tools you need uh to get all the
1:51:54tools in the sections you're going to
1:51:55need. Everything else will confuse you
1:51:58and create resistance in your head and
1:52:00ultimately pre prevent you from getting
1:52:01started. So, we're going to have the
1:52:03next module um fully set up uh go high
1:52:06and I'll walk you through everything.
1:52:08But, you know, that's pretty much it.
1:52:10And then we'll have the link down below.
1:52:11So, if you want to sign up with our
1:52:12snapshot, you get literally everything
1:52:14that we have used. So, all the funnels
1:52:17um both for yourself when you're
1:52:20launching ads, but also the funnels that
1:52:22you're going to be using for your
1:52:23clients is really a no-brainer. If you
1:52:24want to sign it up, it's the same like
1:52:26you're going to be paying the same
1:52:27amount, but you get all of our uh
1:52:29resources. Um, so we've kind of put that
1:52:32together for you guys and created a
1:52:35customized snapshot. A snapshot is
1:52:38essentially a package of different
1:52:39features that are, you know, included
1:52:41inside of GoHigh. So um, those are all
1:52:44going to be included in the link down
1:52:45below. We have website creation and
1:52:47launch. We're getting towards the end.
1:52:49Um, your website is mostly going to be
1:52:50used for social presence and
1:52:52registration of the toll-free number in
1:52:54the beginning, not directly for selling.
1:52:56This is the one thing uh that I want you
1:52:59to be spending as little amount of time
1:53:01on as possible. Don't get stuck up in
1:53:02creating the perfect website before
1:53:04starting the acquisition. I'd suggest
1:53:05you either choose a template inside of
1:53:07Go High Level to build your website
1:53:08around or if you're willing to spend a
1:53:10tiny bit more money since GHL doesn't
1:53:13always have the most aesthetic
1:53:15templates. You can definitely like it
1:53:17definitely is more than enough. Uh, but
1:53:19if you want like the really good-looking
1:53:21websites, um, you can use a web design
1:53:23platform like B 44, Lovable or Frame to
1:53:25build a website. These are all AI
1:53:27powered. So, it's literally like it
1:53:28works like a chatbot. You just type in
1:53:30what you want for a website. Um, you'll
1:53:33be pretty amazed with uh with what it
1:53:35can do. Both base 44 and lovable frame
1:53:37is a bit more manual. Uh, and also this
1:53:40document.
1:53:41Um if you download this document
1:53:43underneath in the description as well
1:53:45you can check um a few of our like
1:53:47client websites. So this is one of them
1:53:50um you know this is one for our
1:53:54remodeling consulting client. Uh this
1:53:56one is built inside of framework. So I'm
1:53:58just showing you the different templates
1:53:59uh right now but literally we don't do
1:54:01use this for selling whatsoever. It's
1:54:03literally just for social presence. Um
1:54:06check another one. This one I believe
1:54:08this one is built with lovable. So this
1:54:09is fully uh done with AI.
1:54:13So literally doesn't spend any time
1:54:15whatsoever. Uh this is in the hrack
1:54:16niche. Once again, we don't use this for
1:54:19anything cuz all the funnels are
1:54:20launched separately in the ads manager
1:54:22and um you know if we launch any
1:54:24outreach campaigns, the client book in
1:54:27that way. So this is more for uh social
1:54:30presence. And then we also have the um
1:54:33the opt-in form which we need to
1:54:35register the toll-free number later on.
1:54:37So, you need a toffee number for the ads
1:54:39um for the AI caller to be connected to
1:54:41or you need a toy number to send out
1:54:42SMS. So, you're going to need this
1:54:44anyways.
1:54:46Um this is literally I would take a
1:54:48screenshot of these. We have these on
1:54:49all our client pages. I can show you
1:54:51another one. Um also built inside of
1:54:54Framer. Um but you have we have this opt
1:54:57form for all of them. So you can
1:54:58literally take a screenshot of this.
1:55:00Either upload it into the the chatbot if
1:55:02you build it inside of B4 or Lovable or
1:55:05you need to create this manually inside
1:55:07of GoHalo if you use one of those
1:55:08templates. If you sign up for Gohalo,
1:55:10you don't need to spend any extra money
1:55:11to build a website. So that could be a
1:55:12benefit, but it's fully up to you. Um,
1:55:16another one is this one as well. This is
1:55:18built with base 44. So this is also AI
1:55:20platform. Um, fully built with AI. So
1:55:23literally like this one also the one I
1:55:24showed with logo is like literally not
1:55:27we we haven't done anything manual you
1:55:29just text what you want this is our
1:55:31offer you know we work within this
1:55:33market this is our name and this
1:55:34literally pops up like this and then we
1:55:36also have the optin form uh down here
1:55:38which we uh need so we'll need to have
1:55:41this I believe that that's that will be
1:55:43in the outreach module that I cover that
1:55:46but we need a certain optin form
1:55:50um I'll wr it here as well we'll later
1:55:51on upload it into media stores inside of
1:55:53go high level to paste inside of the
1:55:54toll free application. So once you buy a
1:55:56tollfree number to have for the ads
1:55:57which you do inside of go high level um
1:56:00in one of the kind of application forms
1:56:02you need to paste a URL link from media
1:56:05storage where you've uploaded a
1:56:06screenshot of the opt-in form that I
1:56:09just showed on your website. You need to
1:56:11create your website, then have that
1:56:12opt-in form, take a screenshot of it,
1:56:13and then upload it so you can uh because
1:56:15that's required, and in the outreach
1:56:18model, I'll also walk you through the
1:56:20exact steps for you to uh get your
1:56:22number verified.
1:56:24Um, but yeah, that's pretty much it.
1:56:26Take a screenshot of that. You can
1:56:28literally upload that screenshot into
1:56:29the chatbot of Base 44 Lovable and then
1:56:31it will just paste the the optin form in
1:56:34the bottom of your website. I'm telling
1:56:36you, the the amount of stuff that you
1:56:37can do with AI nowadays, you can
1:56:39literally have an agency with a like
1:56:41proper offer up and running within 2
1:56:43days. It's seriously impressive. Um, and
1:56:48like the this is a example of like what
1:56:51the templates look inside of Go High
1:56:52Leo. They're still good. You can
1:56:53definitely use them, but if you want a
1:56:54bit more like aesthetic aesthetically
1:56:56pleasing,
1:56:58um, you can use one of these. And then
1:57:00legal and financial foundation. Before I
1:57:03I'll actually touched on this as well.
1:57:04Like a lot of people want an
1:57:06aesthetically pleasing website, but it's
1:57:08never it's rarely better for conversion.
1:57:11Like if you want to convert leads, you
1:57:12should have like a simple website. It
1:57:14should just be a big red button kind of
1:57:16like a six-year-old getting on your
1:57:18landing page and just booking a call. Um
1:57:20your conversion and the performance of
1:57:22your landing page is going to be worse
1:57:23if you have it really aesthetically
1:57:25pleasing. That's why we separate it. If
1:57:26you want to have a website just for like
1:57:30social presence, you can have that. Um,
1:57:33but you know, we're not going to use it
1:57:35for selling because this the funnels
1:57:37that we build inside of go high level
1:57:38for the ads, those are done separately.
1:57:40So, we can optimize that for conversion
1:57:42and then we can optimize the website for
1:57:44making it look more aesthetic and kind
1:57:46of match the brand. And then just
1:57:47touching on this uh briefly, this is
1:57:50nothing that I walk you guys through,
1:57:51but just kind of some foundations. Get
1:57:53momentum before getting legal. This is a
1:57:55quote that I like. Too many people are
1:57:57worried about having their company
1:57:58registered before starting acquisition
1:57:59or taking payments. This alongside
1:58:01having a good website are probably the
1:58:03two main things holding people back from
1:58:04taking action when starting your
1:58:05journey. This is not financial advice,
1:58:07by the way, but I'm just saying too many
1:58:09people are,
1:58:11you know, waiting too long for setting
1:58:14this up. Um, and all this like how to
1:58:18register your company and stuff varies a
1:58:20lot based on the country you're based in
1:58:22and the company for me use. Um, I have
1:58:24three different companies myself. um
1:58:27kind of under the same company, but they
1:58:28operate in, you know, operate different
1:58:30locations and all that stuff. Um and we
1:58:33we use each one for different things. Um
1:58:36however, nine times out of 10, it's not
1:58:38a good idea to prioritize this about
1:58:40making progress with your business.
1:58:42Since you're selling a service, your
1:58:43entire business revolves around having
1:58:45clients to service. If your company
1:58:47isn't making money, you don't have a
1:58:49company. You're simply just trying. And
1:58:52until you have some uh money or momentum
1:58:54to show for nobody's going to care about
1:58:55your company anyway. That's what I'm
1:58:57saying. Like people are like, I need to
1:58:58register my company because otherwise,
1:59:00you know, the tax man is going to get
1:59:02after me. Like if you're making zero
1:59:03money, the tax man won't get after you,
1:59:05I promise. So make sure to get some
1:59:08momentum first. Build everything up
1:59:10until you're making like 7 to 15 grand a
1:59:12month and then start setting everything
1:59:13up. Not financial or legal advice. Once
1:59:16again, I'm just like telling you this
1:59:18from my experience. um legally and
1:59:21financially you probably should set it
1:59:22up before but I don't I don't even think
1:59:24that that's an requirement um before
1:59:27setting it up I think you can actually
1:59:31I I remember my first year of business I
1:59:33can just tell you like I I had uh
1:59:35expenses that were um you know eligible
1:59:38as write offs and I also had like income
1:59:41before I registered my company and that
1:59:42was still like I still sent that into my
1:59:44accountant and that was you know
1:59:45counting as
1:59:48um you know company
1:59:51things that happened under my company
1:59:52before it was registered anyways because
1:59:53it happened within that you know legal
1:59:55financial year. So um that's just what I
1:59:59would recommend. All business setups are
2:00:01different depending on the country. This
2:00:02is the one thing I never personally help
2:00:03clients with unless it's the same
2:00:05company form we're using. Um, so if I
2:00:08have one of the company forms in the
2:00:10countries that I have mine, I can help
2:00:11them out. But otherwise, if it's some
2:00:13like random European country, you know,
2:00:15I'm I'm not the best to help that out.
2:00:17I'm just saying since rules and
2:00:19requirements are different, you're
2:00:21always better off speaking to an
2:00:22accountant or a professional in regards
2:00:23to your country area. I'll tell some
2:00:26stories about this this as well. Like
2:00:27I'm not and I don't want people to take
2:00:29this personal, but I've literally seen
2:00:32people cuz some of the company for
2:00:33instance in Scandinavia, I know you you
2:00:34pay like three grand to set it up. I've
2:00:37seen people before having any clients or
2:00:39doing any outreach or anything literally
2:00:41spend their last three grand on the
2:00:43company setup before getting some money
2:00:46into their business. Now all of a sudden
2:00:48you don't have any money to pay for
2:00:50software or even pay for ads which could
2:00:52have like really propelled your agency
2:00:54journey forward. You're just stuck there
2:00:56with like a company form that you have
2:00:58paid three grand for. Like don't do this
2:01:01stuff like you you could you're going to
2:01:03be fine. you you still start off as kind
2:01:05of like a independent contractor
2:01:07anyways. It's not like this big
2:01:08corporation that you're you know working
2:01:11um for or that you're owning and and
2:01:15also trust me like the tax man won't be
2:01:17after you unless you're making some
2:01:18serious money. So if you if you taking
2:01:21on your first five grand deal like the
2:01:23the your country won't care about it.
2:01:25So, make sure you set that up um before.
2:01:30And aside from that, or sorry, make sure
2:01:32to actually get some momentum before you
2:01:33set it up. But aside from that, that's
2:01:35pretty much it. Um once again, take care
2:01:39of these eight steps. I don't want you
2:01:40to spend more than eight hours on this.
2:01:41I've given you all the resources, all
2:01:42the notions, um all the market research
2:01:45documents, the AI agent, um and some
2:01:48examples of like optin forms you can
2:01:50use, um when you set everything up. So
2:01:53literally this is all you got to do for
2:01:55the next 24 hours. Uh before we launch
2:01:57the next module tomorrow, I want you to
2:01:59be done with everything like of this so
2:02:01I can uh give you that as a challenge.
2:02:03Um but yeah, that's pretty much it. I
2:02:06hope you guys enjoyed this module. It
2:02:07was a long one, but um without further
2:02:10ado, everything will be linked all this
2:02:13these documents and the go high level
2:02:14signup will be linked underneath below.
2:02:17And aside from that, I'll see you guys
2:02:19tomorrow for module 4. So, thank you
2:02:22guys for watching and then I'll see you
2:02:23guys tomorrow.

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