Build a list of 200+ ICP accounts ($2M–$30M) by vertical. Validate key contacts (CEO, VP Sales, VP Marketing).

4-touch sequence over 14 days. 50 emails/week + 40–60 personalized LinkedIn connections/week.

3–4 posts/week per founder. Alternate: POV, Data, Process, Story. Soft CTA at the end.

Reach out to 15–20 partners (HubSpot partners, fractional CFOs, PE operating partners). Request warm intros.

2 events/month. Hormozi script. Follow-up within 24h. Orlando Tech, CFORL, EO/Vistage.

Landing pages with free diagnostic CTA. Chatbot with service lines. Forms → CRM.

Every lead enters with source (inbound/outbound/referral/event). Auto-assigned by vertical.

Validate: $2M–$30M, target vertical, sales team, identifiable pain. Mark Qualified/Disqualified.

Personalized email + relevant data point + Calendly link. Propose 30-min call.

Website, LinkedIn, news, competitors, SEO. Identify 2–3 hypothetical pain points.

Thank them for their time. Ask about motivation. Set 30-min expectation.

Team, tools, budget, what they've tried, biggest frustration. Listen more than talk.

Hormozi framework: revenue × 38% gap. Calculate live. Pause after the number.

Thinking framework, not a pitch. Reference to the 38% and benchmarking.

Propose diagnostic ($8K–$20K) or FCMO. Align on timeline and stakeholders. Summary email within 24h.

Personalized proposal: scope, timeline, deliverables, $8K–$20K, terms.

60-min call with stakeholders. Collect access: CRM, analytics, campaigns, materials.

Data hygiene, stages, close velocity, conversion, lead scoring, sources.

Interview 3–5 reps. Qualified leads? Objections? What's missing? Closed-won patterns.

SEO, AI visibility, competitors. Attribution map, CAC, LTV, where deals are lost.

15–20 page doc: score by category, gap in $, findings, prioritized roadmap.

60-min presentation. Gap, score, roadmap, live ROI. Propose retainer.

Relevant LoBs. Tier: Growth $15–20K / Scale $25–35K / Full Stack $35–50K. Equivalent FTEs.

Hormozi: quantify the problem → what changes → investment vs. what they're losing. Never compare vs. zero.

"We already have an agency," "No budget," "Show results?" Always return to the cost of not acting.

SOW: scope by LoB, KPIs, reports, min. 6-month duration, payment terms, exit clause.

CRM: contract value, services, duration, start date, primary contact.

Summary of contracted services, team, channels, what to expect in the first 2 weeks.

CRM, GA, Ads, social, email, CMS, hosting, DNS. 100% checklist.

ClickUp project with workflows. Slack channel with rules: <4h response, emergencies by phone.

Workshop: business model, value proposition, competitors, ICP, objections, sales cycle, win/loss.

20–50 deals: vertical, size, cycle, channel, content, objections overcome.

Listen to 5–10 sales calls. Map as-is buyer journey. Audit full tech stack.

Pipeline ($), influenced deals, attributed revenue. Secondary: MQLs, velocity, CAC.

Document starting point. Weekly 15min, biweekly 45min, monthly executive, quarterly strategy.

Weekly plan: actions, owners, deliverables. Quick wins (30d) + pipeline build (30–90d).

2–3 personas from closed-won: title, ideal company, pain, objections, content, channels.

Value proposition, 3 pillars, proof points, elevator pitch, outbound copy.

Awareness → Consideration → Decision. Content, channels and actions per stage + nurture flows.

Pipeline stages, lead scoring, routing, automations, dashboards, MKT→Sales handoff.

90-day calendar: 2–4 pieces/month. Keywords, topic clusters, formats. All from closed-won.

GEO audit: AI visibility, entity gaps, structured data. 8–12 entity-rich assets in 90 days.

ABM: 10–25 accounts, personalized content. Brand: gap analysis, one-pagers, battle cards.

60–90 min presentation. Roadmap, priorities, timeline, client resources. Sign-off.

Clean duplicates, configure stages, lead scoring fit + engagement, MQL/SQL/SAL, routing.

3–5 real-time pipeline dashboards. Documented MKT→Sales SLA with feedback loop.

2 high-value pieces (guide, benchmark). Optimize homepage, services, CTAs, speed, structured data.

Executive post calendar. 2–3/week. Thought leadership + ghost-writing if needed.

Full crawl, technical fixes. Schema markup. Test 20+ AI prompts: does the client get mentioned?

Updated sales deck. One-pagers per service. Competitive battle cards (3–5 competitors).

3–5 nurture sequences. Adjust scoring with sales. Multi-touch attribution model live.

Editorial calendar in execution. Newsletter launched. Each asset → 5 posts + emails + PDF.

Content cited by AI. Brand mentions outreach. Second measurement: did visibility improve?

Personalized multichannel sequences. Weekly briefings with sales on engagement.

Prioritize: opened emails 3+, consumed content, connected on LinkedIn. Push to conversion.

A/B test everything. 2+ meetings/week → double down. 0 results in 100 touches → cut.

Real case study. Quarterly content refresh. Expand clusters that perform.

Biweekly reviews. Optimize workflows. Plan next quarter with real data.

What was done, what's coming, blockers, decisions. Async if non-urgent.

Pipeline metrics, content performance, outbound results, attribution. Tactical decisions.

KPIs vs. targets, pipeline, influenced deals, content, ROI, recommendations.

90 min: results, total ROI, lessons learned, Q+1 plan, service expansion.

Monthly: satisfaction, expectations, feedback, internal NPS. Adjust if needed.

QA before sending every deliverable. Document successful processes as replicable playbooks.

Churn signals, dissatisfaction, scope creep, delays. Documented escalation protocol.

Full ROI. Baselines vs. results. Quantified value delivered.

Growth → Scale. Add ABM, GEO, etc. Based on gaps and results.

60 days before: proposal with results, updated pricing, new OKRs.

Request written + video testimonial. Ask about companies with similar challenges.

Problem → diagnostic → solution → results. For website + sales enablement.

Learnings feed into: services, templates, pricing, playbooks, thought leadership.