Agency Growth Plan

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2022 Goals & Targets
Income Goal Q1 $100k
Income Goal Q4 $250k

Key Objectives

Clear plan for the year

Specific targets broken down by quarter / month

KPIs – Key Performance Indicators

Audit your current business & identify the gaps

Plan out & Calendarize your approach

Starting Snapshot

What is your current monthly recurring revenue?


How many clients do you currently have on retainer?


How much will your monthly recurring revenue be in 2022


How many clients will you be serving?

Monthly Revenue: # Of Clients:

KPI's

How many strategy sessions will you need per month to hit the target?

Strategy Session Target: 5

Average Close Rate: 0.25

Monthly Strategy Session Needed to Hit Target: 20

Why is hitting this target important to you?


How will your life be better once you’ve achieved it?


Commit to track your KPI's. What you track & measure always improves

Track Weekly: Move Forward Conversations, Strategy Sessions, Proposals, Clients Sold, Revenue.

Vision Exercise:

Take out your phone and record a quick video to your future self (at the end of 2021).

  • “Wow..what a year 2021 has been. 
  • I’m so grateful that my agency is now doing X per month in revenue
  • We serve X number of clients
  • My life has changed because I can now X, Y, Z

Financial Freedom

Being able to support family and have more time

New Home

450-500k House

Location Independence

New Car

Infinite QX80

Corvette Stingray

Travel

Awesome lifestyle / work-life balance

Planned Vacations: 1 Long Weekend Per month – 1 Week Per Quarter

Build the Plan: Identify the Gaps & Missing Elements

BUSINESS MODEL

LANDING CLIENTS

Choose a Niche


Specialized & Productized Service


Standardize Everything


Selling Monthly Recurring


Monthly Minimum of $1k+


Collecting via Credit Card


Auto Credit Billing Mechanism in Place


Sales & Retention Tracking Sheet to Track Goals & Targets


Niche Targeted Funnel


Full Appointment Funnel


Join National Association


CRM / Marketing System


Cold Outreach Sequence


Google Ads, SEO, FB Ads, Direct Mail


Core Presentation, Webinars, Podcast


Confident Sales, Proposals, Contracts


SERVING CLIENTS

REATINING CLIENTS

Onboarding Process Mapped


New Client Launch Sequence


Sending Gift Basket / Welcome box


Launch Process Mapped


Tracking all Key Metrics


Project Management System in Place & Being Updated


Reporting Key Metrics Monthly


Proactively Reaching Out for Monthly Review


Recap video being sent for those that can't/won't meet


Focusing on Client Results


SCALE

Org Chart in Place


Developing Team


Conducting Daily Huddles


Financial Controls


Closing books on Monthly Basis (Quickbooks)


Setting Aside 15% for Taxes each month


Meeting with CPA monthly to review P&L


What do you need to put into place this year?

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Social STORIES

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Key Activities

Transition Plan

Reality: From This…
Roadblocks: To Overcome…
Results: To This…

Next Steps

Set Your Goals
Block the key activities in your calendar
Stress Test & Modify
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