STAGE #1 DISCOVERY QUESTIONS


BACKGROUND INFO

Name:

Location:

Age: Marital/Children Status: Previous agency experience:

What material of mine have you digested and what are your thoughts:

WHAT ARE YOUR CURRENT BUSINESS GOALS?-

WHAT ARE THE MAJOR ISSUES THAT ARE PROHIBITING YOU FROM REACHING YOUR GOAL?-

WHAT HAVE YOU TRIED, TO ACHIEVE YOUR GOAL?-

MIS. INFORMATION-

STAGE #2 DEMONSTRATION


DAYS 1-3

Research

- Consult with business owner, to learn more about ideal customer

- Consult with business owner, to craft together potential offers

DAYS 4-6

Build The Foundation

- Present sales funnel to business owner

- All copywriting complete, email campaign set up, sms campaign set up, etc

- Only photos/videos remaining

DAY 7

Pre-production

- Present all directions to business owner, for assets to be produced

DAY 8

Production

- Obtain footage to create all necessary assets

DAY 9-13

Post-production

- Produce all necessary assets (editing)

DAY 14 (WEEK 2)

Launch

- Launch ads

- Rank sales funnel on google page 1

WEEK 3

Tweaks & Adjustments

- Remove constraints (leads, offer acceptance, sales, etc.)

WEEK 4

Scale

- Scale as desired by business owner (ad spend, expand marketing channels)

STAGE #3 FINANCIAL INVESTMENT

THE (Fill in the blank) AGENCY IS NOT CHEAP, BUT YOU GET WHAT YOU PAY FOR...


Here Are The Products You Get:

Video Commercial: $20,000

Additional video/photo assets required for funnel to convert: $500/month

Fully built automated sales funnel: $2,000/month

Weekly tracking sheet of KPIs

Here Is The Support You Get:

Daily/weekly consulting until you make a ROI

FAQs

Are results guaranteed? Yes
Can I continue to work with you?: Yes

Any additional costs? We recommend increasing ad spend as time progresses to capture maximum market share

TOTAL VALUE

$XXXX

STAGE #4 HANDLE OBJECTIONS

MEET YOUR AVATAR

Infor Obtained From App

Niche: Medical Spa

Website: Good branding, no fb pixel

Instagram: Good branding

FB Page: Not running facebook ads

Current revenue: $500K/year or $41K/month

Revenue goal: $750K/year or $61k/month

Info Obtained From Discovery Call / Sales Call

Demographics: 39YO, 2 toddlers, married, lives in upper middle class neighborhood

-Pain Points:

- Wants more customers but doesn't have KNOWLEDGE to grow consistently/predictably via ads.

- Wants more customers but doesn't have TIME to execute organic marketing (spends 60hrs a week working within her business to keep profit margins at 20%)

- Approached by other marketers who she didn't fully trust.

Information Obtained From App

Bell curve: Making the same revenue as 29% of med spas

Current profit margins: 20% She's taking home $8.2K/month

Desired profit: 20% of $61K is 12.2K/month

LTV 4.5K - 14K (average $5K)

CPA $40 - $800 (approx. $420 for $5K LTV)

Information Obtained From App

Required Ad Spend: To get from 41K/month to 61K/month she needs approx. 4 new customers per month at $420 acquisition

Initial Offer: $2K ad spend + $2k service charge = $57K/month revenue