Your Client Attraction Agency Command Center
This is your personalized roadmap. We'll use it to keep you clear on where we're going, what we're working on, and how the pieces of your Lead-to-Client System come together.
Your Personalized Agency Plan
Laura, you have a great foundation with a few paying clients and a small but growing audience. Your willingness to learn and your openness about where you need support are real strengths. With some focused work in each area, you’ll be able to attract more of the right clients and feel more confident in your business.
Your plan is based on what you've already built, what you've told us you need, and the pieces required to create a complete Lead-to-Client System.
The Five-Phase Plan
What we expect this phase to look like for you
We’ll work together to clarify your unique approach and message, so you feel confident about what you offer and who you help. This will help you stand out and connect with the people who need you most.
What we expect this phase to look like for you
You have started building your email list and social presence, which is a great start. We’ll focus on growing your audience more intentionally, both organically and with paid strategies when you’re ready.
What we expect this phase to look like for you
You have a weight loss program and some paying clients, but it sounds like your offer could be refined to feel more specific and compelling. We’ll work on making your offer clear and attractive to your ideal clients.
What we expect this phase to look like for you
You don’t have a set enrollment process yet, so we’ll create a simple, repeatable way for people to say yes and join your program. This will make it easier for you to welcome new clients consistently.
What we expect this phase to look like for you
You’re already trying different marketing activities, but not consistently. We’ll help you create a simple, repeatable marketing plan so you can invite people to work with you regularly without feeling overwhelmed.
A note from the WBH team
“Your biggest opportunity is to clarify your brand and offer, so you can attract more of the right people and feel confident inviting them to work with you. With a clear message and consistent marketing, you’ll be able to grow your client base steadily.”
Our first priority is Brand DNA, because having a clear message and knowing exactly who you help will make every other step easier and more effective.
Right Now
Here's what's happening in your business right now.
Current Phase
Your Focus
Finish your Meta ad account setup and submit the confirmation so our team can prepare your campaign.
Hands-Off Build
Our team is building the funnel and supporting technology needed to begin growing your audience.
Your Progress
Follow your progress as we build your Lead-to-Client System together. We'll keep this updated so you always know what's complete, what's happening now, and what's coming next.
Work through your Brand DNA to define the client you want to work with, what you want to help them with, and the message we'll build the rest of your marketing around.
Your Brand DNA has been submitted to the WBH team.
Our team is reviewing your Brand DNA and making sure the foundation is strong before anything else gets built.
Your Brand DNA is approved and becomes the foundation for your audience, offer, enrollment and marketing.
Lead Generation
Create the core lead-generation assets we'll use to begin building your audience.
Hands-Off Build
Your assets are in. Our team is building the funnel and technology that will turn new visitors into leads.
We've got it — nothing is needed from you on this piece right now.
Your lead-generation funnel is built, reviewed and ready.
Paid Audience Growth
Available once your Lead Generation Funnel is complete
Prepare the Meta account assets needed for your campaign using the step-by-step CAA resources. Our team is available if you need help along the way.
Once your Meta account is ready, submit your Meta Ads Enrollment Form to give WBH everything we need to begin managing your campaign.
Everything is approved and with our ads team. We're setting up your lead-generation campaign.
Your campaign is being primed and monitored before we move into ongoing lead generation.
Your paid audience-growth engine is active. Our team is managing and monitoring your lead-generation campaign.
Organic Audience Growth
Your Focus · Ongoing
Build your organic audience alongside your paid growth using the CAA organic marketing strategy, with coaching and support whenever you need it.
Need help? Use Group Coaching, the Coaching Inbox, or book an SOS Call whenever you need support.
We'll work together to finalize the pricing, structure, positioning and client experience behind the offer you're going to market.
Complete the agreed updates and submit your final offer so our team can move it into the build.
Your offer is with our team. We're building and preparing the infrastructure needed to deliver and sell it.
Your offer is finalized and ready to move into your enrollment process.
We'll confirm how your offer is positioned, priced and presented before building the path someone will use to become a client.
Create the client-facing enrollment asset using the CAA resources and bring drafts, questions or decisions to coaching whenever you need support.
Submit your completed enrollment materials so our team can begin the technical build.
Your enrollment materials are in. Our team is building the pages, forms and technology required to turn interested prospects into clients.
Your enrollment system is built and ready.
Create the core marketing assets for your launch using the CAA resources, coaching and support.
Submit your completed launch assets so our team can begin the technical build.
In parallel · Happening at the same time
Your launch assets are in. Our team is building the pages, automation and technology needed for your launch.
While we build the funnel, you'll prepare the workshop or event assets you'll use to deliver your launch.
We'll work together to confirm the launch plan, timing and final strategy.
Submit the final launch details so our team can complete the setup.
Our team is completing the final technical setup, scheduling and checks needed before you go live.
Your campaign goes live and your Lead-to-Client System begins moving your audience toward becoming clients.