Advisor 6-Month Launch & Growth Roadmap
Here is a high-level roadmap of how we could structure our weekly consulting sessions to get you fully launched and positioned to consistently attract and convert clients. We can tailor this based on your priorities and timeline, but here’s a strong starting point:
MONTH 1: FOUNDATION + INFRASTRUCTURE (Get Fully Set Up)
We’ll ensure your business is built correctly from day one so everything runs smoothly behind the scenes.
Professional email + domain setup
Email deliverability (so your emails land in inboxes, not spam)
CRM fully branded and organized with custom fields
Calendar + Introductory Call booking system connected
SMS compliance setup (so your texts reach contacts reliably)
Client list imported
Social platforms integrated into one dashboard
Create your personal brand logo and brand board
Launch your personal “all-in-one” link page (ie. yourname.com)
MONTH 2: CLIENT ACQUISITION SYSTEM (Start Booking Calls)
We’ll build a simple but powerful weekly workshop system to attract and convert prospects.
Create and record your signature workshop
Build registration, live, and replay pages
Set up automated follow-up and booking links
Connect everything into your CRM
Create a referral/networking card with a QR code on the back to drive workshop signups
MONTH 3: SALES PIPELINE + FOLLOW-UP (Convert More Prospects)
Now we focus on turning interest into actual clients.
Build and automate your sales pipelines
Organize prospects, workshop attendees, and clients into smart lists
Implement consistent follow-up workflows
Utilize notes, tasks, and tracking to stay organized
MONTH 4: LEAD GENERATION FUNNEL (Grow Your Email List)
We’ll create a steady flow of new leads for your business.
Build a lead magnet (free resource)
Create opt-in and thank you pages
Automate delivery and follow-up
Add a chat widget to your website
Utilize QR codes in marketing and presentations
MONTH 5: NURTURE + CLIENT EXPERIENCE (Build Relationships & Retention)
This is where you deepen trust and increase long-term value.
Set up email nurture campaigns for prospects
Create client communication systems (birthdays, annual reviews)
Build a branded video-sharing landing page template
Set up a landing page with selected videos that all clients should watch
Set up easy booking options for different meeting types
Implement recurring annual policy review tasks
MONTH 6: CLIENT PORTAL + SCALABILITY (Create Leverage)
We’ll position you to grow without adding more manual work.
Build your client portal hub
Create your first course or educational content
Streamline your client experience for efficiency and scalability
By the end of this process, you’ll have a fully operational system that not only looks professional, but consistently brings in and nurtures new clients. Once we identify your top priorities and ideal timeline, I can put together a pricing structure that includes your CRM, the weekly workshop system, my behind-the-scenes implementation, and our consulting sessions.
After the 6 months, we can discuss the option for long term coaching support that includes a monthly check in call where I identify new opportunities for growth, answer questions, and/or build in your account.