MONTH 1: FOUNDATION (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.
Frequently Asked Questions
Do I need to have all my content ready before we start?
Not at all! We'll work through the content creation together week by week as we build out your systems. The roadmap is designed to give you manageable steps so you're never overwhelmed.
How much time do I need to commit each week?
Plan for about 2-3 hours per week. This includes our consulting session and your implementation or content creation time. The goal is to move steadily without disrupting your current business.
Is the software cost included in the Elite Advisor Accelerator?
The coaching program covers our strategy, build-out sessions and the Freedom Biz Hub platform subscription for 6 months, which replaces the need for multiple other software subscriptions. After 6 months you will just pay $197/mo for the software.
What happens after the 6 months?
You'll have a fully functioning system! We offer ongoing support options if you'd like continued guidance, monthly check-ins, and account management to keep growing.
Ready to Get Started?
Take the next step in building your scalable business system.