Let's build your plan to crush it in the new year. In this workshop we'll help map out an action plan for crushing those goals by going into next year with clear vision, set goals that are achievable, well-defined action plans so there's no confusion about where we stand when 2022 rolls around! Here is what we'll work through together: ✅ Set clear goals & targets for the year ✅ Specific targets broken down by quarter / month KPIs ✅ Key Performance Indicators ✅ Audit your current business & identify the gaps ✅ Plan out & calendarize our approach ✅ Set you up to CRUSH it in 2022 & beyond Let's kick of 2022 strong! You can access the workbook here - sevenfigureagency.com/plan If you'd like to get more ideas & strategies for growing your digital marketing agency, I'd like to invite you to join my Facebook Group. Connect with me and 9,000+ other digital marketing agency owners. To Join The Facebook Group click here - https://www.sevenfigureagency.com/group. You can watch a recording of this presentation by going to https://youtu.be/L21JTqsMTdc

2. PLAN FOR THE SESSION
• Set clear goals / targets for the year
• Specific targets broken down by
quarter / month
• KPIs - Key Performance Indicators
• Audit your current business & identify
the gaps
• Plan out & calendarize our approach

3. GROUND RULES
• Be here NOW
• Turn off your cell phone & put it away
• Put on your “PARTICIPANT HAT” - This is
the opportunity to go deeper & flesh this
out further
• Shut out all distractions
• Give this your 100% focus

7. MODEL FUNDAMENTALS
• One target niche
• Recurring monthly revenue is the ONLY way to go
• No one-off projects
• No check-payments (credit card or direct debit
only)
• No partial payment deposits
• Minimum monthly needs to be at least $1K

9. ALAN HILLSBERG -
FUNERAL MARKETING SERVICES
• Grew from $10K to
$115,000 monthly
recurring
• Going to do $1.5M this
year

10. • How does that break down quarterly?
• Jan - March

11. "SUCCESS IS GOALS.
ALL ELSE IS COMMENTARY.”
- BRIAN TRACY

12. "SUCCESS IS GOALS.
ALL ELSE IS COMMENTARY.”
- BRIAN TRACY

13. SUCCESS IS GOALS. ALL ELSE IS
COMMENTARY.
- BRIAN TRACY
CLEAR GOALS = WIND IN YOUR SAILS

14. GOAL-SETTING FRAMEWORK
• You have to have written goals & plans
• You need to set at a minimum
• 1 Year Goal
• Quarterly Goals
• Monthly Goals
• You MUST have a stopping point at the beginning of each new
year & end of each quarter to reflect (how did you do based on
what you set for your goal & what are you going to do going
forward)

15. https://sevenfigureagency.com/plan
PLANNING WORKBOOK

16. BRIAN K - GFOUR MARKETING
• Grew from $60,000
to $375,000
monthly recurring
• Going to do $4M
this year

17. • How does that break down quarterly?
• Jan - March

18. "SUCCESS IS GOALS.
ALL ELSE IS COMMENTARY.”
- BRIAN TRACY

19. https://sevenfigureagency.com/plan
PLANNING WORKBOOK

20. "SUCCESS IS GOALS.
ALL ELSE IS COMMENTARY.”
- BRIAN TRACY

21. Page 11

22. Page 11

23. FOUNDATION
Prospect list
Dream 100 list identi
fi
ed
Join the association(s)
CRM / Marketing system in place & ready to roll
Niche website
Funnel for scheduling appointment & opt-in
Personal social pro
fi
les (FB, LinkedIn, Instagram)
optimized & speaking to your niche
Book published (extra credit)

24. Ongoing Activities
Daily
At least 3 move forward
conversations
Attempt to connect with
at least 25 prospects
- Call / message
- FB connection or
message
- LinkedIn connection
or message
Weekly
Pick one city to target &
put your VA to work on
developing the list
Record one video to
load on your Facebook’s
personal & business
pages, LinkedIn pro
fi
le,
blog with transcript &
send out via email to
your database
Monthly
Conduct at least one
webinar & syndicate
fully
Conduct at least once
podcast interview &
syndicate fully

25. Key Activities Brainstorm

26. Advertising Initiatives
Google AdWords
Retargeting
SEO (ongoing webinars & videos help with this)
FB Ads (mainly targeting custom audience)
Direct Mail Campaign (to Dream 100 prospects)
- consider mailing book, CD with interviews,
recording of webinars, monthly newsletter
Exhibiting at industry trade shows

27. What Parts Of This Can You Delegate?
Weekly
Pick one city to target &
put your VA to work on
developing the list
Record one video to
load on your Facebook’s
personal & business
pages, LinkedIn pro
fi
le,
blog with transcript &
send out via email to
your database
Monthly
Conduct at least one
webinar & syndicate
fully
Conduct at least once
podcast interview &
syndicate
fully
Daily
At least 3 move forward
conversations
Attempt to connect with
at least 25 prospects
- Call / message
- FB connection or
message
- LinkedIn connection
or message

28. A VORTEX OF ACTIVITY
500 Prospects connected with, on a monthly basis,
via multiple channels: phone, email, social (FB, LinkedIn, Instagram)
New video / content dropped weekly via email, social (FB, LinkedIn,
Instagram) YouTube & added to your blog for inbound activity
New webinar every month with multiple touches to your database via
email & social, then syndicated across the web, driving inbound activity
New expert interview every month sent to your database, social pro
fi
les,
& posted online, driving inbound activity
PLUS awareness & lead generation from any paid marketing efforts:
PPC, FB Ads, Retargeting, Direct Mail, etc
Omnipresence in your prospects’ world (email, phone, social feed, social
inbox, mailbox)

29. DANNY BARRERA -
CONCRETE MARKETING CREW
• Grew from $23,000 to
$76,000 monthly recurring
• 330% growth for the year
• $55K monthly recurring
base growth

31. FEBRUARY 2020

32. WHAT WE’VE COVERED
Clear goals & targets for the year
Specific targets broken down by quarter
/ month
KPIs - Key Performance Indicators
Audit your current business & identify
the gaps
Plan out & calendarize our approach