STRATEGY + ENERGY

HERE'S WHAT I'LL MENTOR YOU ON

Module 1

Onboarding & Operational Efficiency for Growth

  • Create custom 6 month business plan
  • Workflow automation to free up your time
  • Ethical use of AI to make your life easier and your client's results better
  • How to go from solo operation to an agency model 
  • Kay's agency tech stack

Module 2

Scaling up sales
Client acquisition & retention

  • Kay's favorite lead gen tactics for agencies
  • Profitable service package and retainer structures 
  • Increasing your pricing without losing clients & also attracting new clients
  • The perfect contract length 
  • Handling price increases with legacy clients
  • Client retention (stop losing clients)

Module 3

Client experience (cx)

  • Discovery calls that everyone loves
  • Onboarding new clients 
  • Weekly CX tasks 
  • Handling contract renewals 
  • Offboarding clients 
  • Setting expectations & boundaries
  • Managing difficult clients
  • When to fire a client 
  • BONUS: when to strategically pause your sales

Module 4

Team management

  • When and who to hire 
  • Contractor vs W2 (which roles should always be contractor and which ones are ideally W2)
  • Timezone considerations for different roles
  • Payroll and benefits 
  • Client facing roles vs BTS roles
  • Pay vs experience levels 
  • Employee handbook
  • Onboarding a new team member
  • Managing performance
  • Ethically letting a team member go

Module 5

The perks of being CEO

  • Financial planning for your future
  • Getting started with investing 
  • Paying yourself (salary + owner's draws)
  • Saving for retirement and how your agency can help 
  • Tax breaks and benefits you should know about (tips from a tax expert)

Module 6

Agency analytics
Keeping your finger on the pulse of your agency's health

  • Tracking where clients are in their contract
  • Making sure payments come in on time
  • Tracking the results of YOUR marketing efforts 
  • Tracking the efficiency of your team members 

BONUS #1

Level Up Your Marketing Skills

  • Learn new skills (email, SEO, analytics, etc)
  • Create new offers 
  • Expand your packages
  • Make more money for your marketing agency

BONUS #2

Client analytics - become a more data-driven agency

  • Which metrics to track for social, email, ads and SEO
  • How I analyze these metrics
  • How I use my findings to make smarter decisions on behalf of my clients (and how you can too)

HERE'S HOW IT WORKS

ACCESS TO THE AGENCY LIFE
ON-DEMAND
VIDEO LIBRARY

You receive masterclasses on all of the above topics that you can work through when it's most convenient for you throughout each month.

Month 5

24/7 ACCESS TO
SLACK CHANNELS
FOR SUPPORT 

Post in a private Slack community that has channels for sales, client experience, team management, CEO life, agency analytics and more. The group and I will respond!

1X/WEEK
CONTENT REVIEW
BY KAY

Each week you'll be able to submit one piece of content for Kay to review and provide feedback. This content review is private to just you and Kay.

1X/WEEK
CONTENT REVIEW
BY KAY

Each week you'll be able to submit one piece of content for Kay to review and provide feedback. This content review is private to just you and Kay.

1X/WEEK
CONTENT REVIEW
BY KAY

Each week you'll be able to submit one piece of content for Kay to review and provide feedback. This content review is private to just you and Kay.

2X/MONTH
GROUP COACHING
CALLS

Recording available after.

Each month you'll attend 2x live group coaching calls via Zoom. It's every other week so you always have an implementation week in between calls.

1X/WEEK
CONTENT REVIEW
BY KAY

Each week you'll be able to submit one piece of content for Kay to review and provide feedback. This content review is private to just you and Kay.

1X/WEEK
CONTENT REVIEW
BY KAY

Each week you'll be able to submit one piece of content for Kay to review and provide feedback. This content review is private to just you and Kay.

1X/WEEK
CONTENT REVIEW
BY KAY

Each week you'll be able to submit one piece of content for Kay to review and provide feedback. This content review is private to just you and Kay.
Each week you'll be able to submit one piece of content for Kay to review and provide feedback. This content review is private to just you and Kay.

1X/WEEK
CONTENT REVIEW
BY KAY

1X/WEEK
CONTENT REVIEW
BY KAY

Each week you'll be able to submit one piece of content for Kay to review and provide feedback. This content review is private to just you and Kay.

1X/WEEK
CONTENT REVIEW
BY KAY

Each week you'll be able to submit one piece of content for Kay to review and provide feedback. This content review is private to just you and Kay.

AGENCY
ADVISORY BOARD

In addition to mentorship from me you'll also have access to an agency advisory board including a CFO to help with profitability and tax strategy, and a mindset coach.

OPTIONAL: 
ADD ON PRIVATE SLACK
COACHING

You can add on private 1:1 coaching via Slack with Kay where she'll be available to answer your questions and help you work through challenges Monday - Thursday during normal business hours.

HERE'S HOW TO APPLY

Fill in a brief application form that will help me see if this program is the right fit for you. 

After that I'll be in touch to discuss next steps! 

APPLY HERE

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