I have successfully used this strategy to grow my lead generation agency from nothing to $100,000 per month in less than 6 months. If you've ever wondered why you haven't been able to reach five-figure months while others effortlessly achieve six and seven-figure months, the answers will be in this video. I have also used this blueprint to grow my agency, Otter PR, to $7,000 per month with 65 full-time staff. This video will be lengthy and full of valuable information, so I suggest watching it on a computer and taking notes. Use the timestamps to navigate through the video and revisit any sections you need clarification on. Before I share my roadmap, I want to emphasize the importance of listening to every step, whether you're a beginner or already running a lead generation agency. Skipping over information because you think you don't need it can be a missed opportunity.

One important factor that many overlook is what is preventing them from reaching $100,000 months. The first step in the plan is to choose a profitable niche. I will provide some examples of niches that I believe are the most promising for 2024 and are currently not being utilized. The next step is creating a compelling $100 million offer for lead generation services. I will teach you how to differentiate your agency from the competition by offering an irresistible deal that converts a high percentage of leads into customers. I will also guide you through the necessary tools and processes required to scale your agency to $100,000 per month successfully. Without the right technology and procedures in place, attempting to grow your agency will lead to problems as it will not be able to handle the increase in staff and clients effectively.

If you need help reaching your revenue goals, I can show you how to onboard and manage clients effectively to keep them satisfied and turn them into loyal supporters who refer others to your business. I will also share some strategies we use to maintain very low dispute and referral rates with our clients. Additionally, I will explain the tools and techniques we use to deliver our services. In terms of marketing, I will teach you how to create a lead generation system that brings in qualified leads automatically at a fraction of the cost your competitors are paying. I will also reveal some tactics we use to turn cold leads into potential customers at a 30% conversion rate. Finally, I will provide specific sales and closing techniques tailored to lead generation agencies that you can implement in your own business. If you find this information valuable, please consider liking the video.

Instead of immediately deciding whether to like something, it is recommended to consider all the steps first. Choosing a niche is important for entrepreneurs, even though some may think it limits their options. By selecting a specific niche with a sizable target audience, you can increase your closing rates and charge higher prices for specialized services. Being a general lead generation agency may result in being grouped with numerous others, making it harder to stand out. It is essential to choose a niche that sets you apart from the competition.

Choosing the right industry to target can be a challenging decision. It's important to consider if the industry has the potential for profitability and a need for lead generation. Some industries that are growing rapidly and have high profitability include Information Technology services such as IT Services, cloud computing, and cyber security. Legal Services, specifically in business law for corporate clients, can also be a lucrative industry to target. Accounting and financial services that cater to other businesses can offer high margins and a constant need for new clients. However, it may not be advisable to target marketing and advertising agencies.

Marketers can be difficult to target, so it is important to be very specific in your approach. Some industries that may have high profit margins include PR agency lead generation, HR and staffing agencies, commercial real estate, healthcare consulting, engineering services, manufacturing, SAS providers, telecommunications, construction, business consulting, environmental services, event planning, graphic design, logistics, training and development, energy and utility services, automotive suppliers, and more. When choosing a niche, consider how successful you think you will be in that industry. For example, if you decide to target marketing agencies, think about how you can attract them as clients.

Do you believe you can consistently deliver positive outcomes for your clients each month? If you can't, your clients may not stick around for long and you'll end up spending more money trying to attract new ones. For example, specializing in helping companies secure funding may seem lucrative, but in reality, it may not be effective. Instead, focus on finding a niche that not only generates leads and pays well, but is also growing. Consider specializing in lead generation for AI consultants or agencies, as AI is a growing market trend.

When making your decision, consider these factors. If you're unsure about what to choose, here are some recommendations. One option is to focus on lead generation for PR agencies, as this industry has been around for a long time and the leads are valuable. Another option is to specialize in lead generation for AI consultants and agencies, as there is a growing need for this service. My niche is in Business Consultants, but it is broad because most leads come from my YouTube channel and are diverse. To stand out in the crowded market of lead generation agencies, consider creating a unique $100 million offer and approaching ghostwriting companies with your lead gen services.

Your company, BookLeads.com, specializes in generating leads specifically for ghostwriting companies with a proven track record. Through a copy and paste system, you are able to generate 10 qualified calls per day for bookwriting companies. On your website, you showcase case studies from 10 similar companies along with testimonials and reviews, making it easier to reach out to potential clients and close deals. This sets you apart from generic lead generation agencies that may not have the same industry-specific expertise. When considering how to structure your offer, there are three common approaches that have been successful. One option is a pay per lead model, where companies like PayPerLead.com charge you for each qualified call or lead they provide. The exact cost per lead is not typically disclosed on their website due to variations in value.

Generating leads as a PR agency can be challenging because not everyone requires PR services. However, each client is worth a significant amount of money. There are advantages and disadvantages to this model. On the positive side, it is easy to sell as you only pay for qualified calls that are booked on your calendar. This transparency builds trust with the buyer, as they know exactly what they are paying for and the company must deliver results to get paid. The downside is that you need to be confident in your ability to generate leads for the client, as investing time and resources into building a lead generation machine that doesn't work can result in losing the client and being left with a loss. It is recommended to switch to a pay-per-lead model after establishing yourself in the industry.

You can consistently generate leads by using a proven system that you can customize for different companies. You can charge between $400 and $1,000 per lead. If a company agrees to pay you $500 per lead and you generate 20 leads in a month, you can earn $10,000. This is more lucrative than other models. The typical agency model involves a monthly retainer that the client pays regardless of the results. This can be a month-to-month, 6-month, or 12-month commitment. It is the easiest and safest model to start with for a lead generation agency.

I suggest using a retainer model for your clients because it provides predictable monthly revenue. If you do a good job, clients are likely to continue working with you. Even if you don't meet their expectations, at least you have covered your costs with the retainer fee. Retainer fees typically range from $2,000 to $5,000 per month with different structures available. For example, our agency offers a mid-tier package for $3,000 per month, which includes 50,000 emails sent monthly. We do not guarantee a specific number of qualified leads due to the diverse industries we work with. If you consistently work with the same industry and can predict outcomes, offering lead guarantees may be worth considering.

Instead of offering a guarantee, we provide a set number of emails sent or people contacted. There is a setup fee for our services, with different prices for different packages. The setup fee is higher for clients who only sign up for one month, as this is the most challenging and expensive month to serve. However, the setup fee is waived for clients who commit to a longer term. It is suggested to refer to Otter Leads' pricing page for more information on pricing. It is advised to aim for certain price ranges and email targets, although it may be difficult to achieve these numbers initially. It is not recommended to promise specific numbers of leads when starting out, as this may lead to disappointment and disputes with clients. The one-time fee model is another successful approach in building a lead generation business.

By providing a generation machine to your client, you are giving them ownership of all the software, allowing them to access and utilize it as they please. This model typically involves charging a large upfront fee, usually ranging from $10,000 to $20,000. However, there may be issues with the effectiveness of the machine initially, as it may require multiple iterations to produce desired results due to poor copy and targeting. This model can be beneficial for agencies with limited staff, as it eliminates the need for regular client calls and ongoing management. Clients may find this offer appealing, making it a good supplementary option to add to your agency model. Additionally, a unique offer that has proven successful in closing 40% of qualified calls involves a hybrid approach that combines elements of both the agency model and the one-time fee model. In this hybrid model, clients start as standard agency clients but have the option to transition to full ownership after three months.

The management of the lead generation system that was created for the client is now helping us close many deals. This new offer allows the client to feel like they are purchasing a product rather than committing to a long-term service with an agency. This gives them the benefits of both options. It is important to ensure that the lead machine is fully functional before handing it over to the client to ensure its success. Now, let's discuss the essential tools needed to build a scalable agency. These tools include a website, payment processing system, contract management tool, calendar tool, CRM, email marketing platform, project management tool, team communication channel, and a way to integrate everything seamlessly. There are even more tools available, but fortunately, there is one tool that can handle most of these tasks.

I am referring to Go High Level, a tool that is essential for agency owners. It allows you to create websites, funnels, process payments, send contracts, and manage team calendars. It is a top-notch CRM with advanced marketing automations and more. You can have unlimited contacts and staff for just $49 per month. To get this deal, like this video and mention Go High Level in a comment. We also use Aana for project management, which costs $112 per month per active user. It is important to have both tools to effectively collaborate with your team and manage projects.

You can find a lifetime deal on a project management tool at AppSumo that will likely be effective. There are at least three solid alternatives available on AppSumo for project management tools. Make sure the tool you choose integrates with Zapier, which connects different online platforms. You can get an unlimited Zapier account for $29 per month on zapsunlimited.com, saving your company $500 in automation fees. Consider signing up for a different communication tool for your team instead of using WhatsApp or text messages.

In your Slack account, you can add as many people as you want to your Slack Channel for free with minimal restrictions. You can also integrate Slack with other tools using Zapier, which will be explained shortly. As you aim to reach $100,000 per month, it is important to have basic tools in place. As your organization grows beyond 10 employees, it is advisable to invest in HR software to manage staff, track leave requests, and handle other HR tasks. Bamboo is a user-friendly and cost-effective HR software option for organizations with 65 employees, costing around $1,000 per month. For smaller teams, the cost will be lower. Additionally, using a recruiting and hiring tool can streamline the process of posting job listings, reviewing resumes, and managing the hiring process, ultimately saving time and resources.

In our agency, we utilize a tool called Breezy HR that handles all aspects of recruitment. It is essentially a recruiting agency managed by one person. We also use Pandadoc for client and staff agreements. While I recommend higher-tier contract tools like Pandadoc or DocuSign once your revenue reaches $100,000 per month, using Go High Level for contracts is sufficient until then. Our agency has numerous tools and moving parts, so I may be leaving some out. If you're starting an agency and need help choosing tools, feel free to message me on Instagram at @leadjen. Onboarding and operations are crucial for scaling an agency, as having clear standard operating procedures is often the difference between a $10,000 per month agency and a $100,000 per month agency.

In order to effectively onboard and train new employees, it is important to create standard operating procedures (SOPs) for your team. These SOPs outline step-by-step processes to ensure consistency in the level of service provided to each new client. I will now explain our SOP for onboarding and operations, which is available exclusively to members of our course and community. Once a client makes a payment on your website, it is crucial to follow a standard onboarding flow to make a positive first impression and increase the likelihood of long-term client retention.

After making a payment, clients are directed to an intake form and then asked to fill out a contract before going through a welcome call. The goal is to speed up the process and reduce any obstacles between the payment and the call. A helpful tip is to redirect clients from the payment page directly to the intake page, where they are encouraged to complete it in 5 minutes or less. The intake form should be kept simple with clear language, avoiding complex questions. The final section of the intake form should include the company's terms and conditions and a signature field for the client to sign.

At this stage, the client has already paid for the service and completed an intake form with their signature. Using an automation in Go High Level, the signature is taken from the form and placed into the contract that the client has agreed to. This automated process then sends the signed contract to the client. If you need a step-by-step guide on how to set this up, message me on Instagram with the word "contract." Typically, clients complete payment, intake form, and contract signing within the same hour. If you have a small team, the client should be redirected to book a welcome call on your calendar after filling out the intake form. However, for larger teams, the client may not yet be assigned an account manager.

As a manager, your responsibility is to ensure that new clients are assigned to an account manager promptly. The account manager should reach out to the client as soon as possible, ideally within the first hour. Each step of this process should be tracked in your project management tool, such as Asana, and in your communication platform, like Slack. If necessary, you can use Zapier to send alerts to the account manager via Slack. Zapier can also be used to create tasks for the client's onboarding process, including subtasks and assigning the project manager. If a client pays but does not complete their intake form, contract, or book a welcome call, the salesperson who closed the deal is responsible for ensuring these tasks are completed. Once the client has completed the necessary paperwork, it is the account manager's responsibility to schedule the welcome call. Clear guidelines should be outlined in the SOP to prevent confusion and ensure all tasks are completed in a timely manner.

Once the client has fulfilled their contract, the money belongs to you and they cannot request a refund or dispute payment if there is a solid legal agreement in place. The welcome call is crucial, with the salesperson playing a key role in introducing the account manager to the client. The salesperson should build up the account manager and make the client feel confident in their purchase. The account manager should thoroughly research the client and their business before the call to ensure a successful interaction.

When making a welcome call, it is important for the account manager to be prepared and well-researched in order to make a good first impression on the client. This will lead to the client being more forgiving if any mistakes are made in the future. Instead of just going over the intake form and explaining what will happen next, the account manager should impress the client with a specific strategy and offer something of value that shows progress has already been made on their account. For example, in my agency, we often have a lead magnet ready for the client by the time of the welcome call. Even if it's not perfect, the client appreciates the effort and speed at which we work. To further enhance the client's impression, consider sending a handwritten thank you card and a personalized gift. This gesture can be automated using tools like zapier or simply.com.

By following the outlined steps, you can ensure that each of your clients will have an additional two to three months of service. Clients will also be more likely to recommend your services to others after experiencing a successful purchase. After the initial welcome call, a formal strategy plan is created and presented to the client for approval before work begins. This plan is meant to establish expectations and ensure the client agrees to them in writing. This way, if there are any discrepancies in the future, you can refer back to the signed document. The operations team will then proceed to purchase domains, set up email accounts, and create workspaces promptly.

After finalizing the strategy plan, our virtual assistants quickly warm up the mailboxes and follow a cookie-cutter process, typically completing it within a day. The most challenging aspect is teaching how to create a lead list, craft engaging cold emails, and sometimes develop a personalized lead magnet for clients. This requires a deep understanding of cold email marketing, psychology, copywriting, and various other skills. Unfortunately, this part cannot be outsourced easily, as it involves starting from scratch each time due to our lack of specialization in a specific niche. I have developed cold email copywriting AIs and provided a link in the description for your use. Despite hiring multiple marketing copywriters, I still personally write all email sequences for our agency clients.

I personally create cold email sequences and build lead lists using apollo.io for my clients. This process takes me about an hour per client, but it is essential to guarantee the success of each campaign and achieve the highest return on investment. Writing compelling cold email sequences with a high success rate is a valuable skill, which can be learned through extensive training and studying numerous examples. My Insider community provides the necessary training and examples for mastering this skill. It is recommended to handle onboarding clients personally when starting an agency to ensure their success, as it is crucial for the agency's survival. Outsourcing copywriting to a team or vendors can lead to red flags and potential issues.

The process of finalizing cold email copy with clients was taking up a lot of time and resources, leading to financial losses. Once the email copy was approved, we quickly set up the campaign and automated processes for our clients. The main automation we use is triggered when a new lead shows interest, sending the client an email notification with detailed information about the lead. This helps the client take immediate action. We include the lead's contact information in the email, enriched using tools like Clearbit or Apollo. We do not waste time trying to schedule calls with leads, as this can be a regrettable and challenging task for many agency owners.

After completing the first week, the job becomes much easier. It is recommended to have bi-weekly Zoom calls to review the campaign's results and lead quality. It's important to ask for negative feedback during these calls to address any issues and make necessary changes. The calls will involve showing the campaign results, generated leads, and split test winners. It's crucial to always be testing new things, such as different industries or email subject lines, to improve results for clients. Additionally, discussing marketing and branding can be enjoyable and beneficial for the job.

I can see that I'm sweating through this jacket, so I need to change my outfit. Sorry for the interruption, let's continue with a quick recap of marketing and branding. Marketing is the process of making something known and attracting attention to your business or offer from strangers. Branding is equally important but often overlooked. To understand the difference between marketing and branding, imagine you are hosting a house party and want to invite a thousand strangers. Marketing is like the flyers you hang around town and people spreading the word about the party to let strangers know about it. Branding, on the other hand, is like the house itself. It is what strangers see and feel when they approach the house and enter. Is the house modern or rustic? Are there cool people at the party? What kind of food and drinks are being served? It is the branding that attracts strangers to enter the house and stay at the party. In business, branding is crucial for attracting and retaining customers.

Website design includes elements such as logos, icons, fonts, and colors. Good marketing and branding are crucial, so it's important to invest time in developing your brand before starting any marketing activities. Consider hiring a web designer on platforms like Fiverr to create a high-quality website or sales funnel with case studies and testimonials. You can also seek media coverage for your brand by reaching out on social media. If you're just starting out and don't have testimonials, offer free services to friends to build your portfolio. Naming your company based on your target niche and using industry-appropriate colors and fonts can help establish trust with your audience. Trust is the main goal of branding.

When creating your marketing funnel, the most important thing is to have a way to attract new visitors to the top of the funnel. These are people who are unfamiliar with your brand and can be the most costly to reach. It is not advisable to invest in paid ads or search ads for awareness if you are just starting out, as it may not be effective without a consistent flow of leads and income. Instead, focus on creating a valuable lead magnet that addresses a specific problem for your target audience. This could be a free course, ebook, cheat sheet, or free trial. Make sure it is something your audience wants and would be willing to pay for. Advanced lead magnets, such as exclusive content in exchange for an email, can also be effective in attracting and retaining customers.

I am offering a free lead generation course with 8 million free leads and access to my community. If you're interested in the lead magnet, you can find it in the description below. Even if you're not interested, it's worth going through my process to see how I market and acquire leads. Building a lead generation machine involves cold outreach, identifying your target customer, and setting up an email sequence that includes your lead magnet in the first email. Instead of asking for a call or sale right away, focus on nurturing leads who have shown interest. Use automation tools like Zapier to move leads into your CRM system and start nurturing them through email campaigns in Go High Level. Offer them valuable information and the option to schedule a call with you. Some other strategies to consider include…

Enhance the effectiveness of your outreach campaign by utilizing AI to personalize subject lines and first sentences, setting yourself apart from other lead generation companies. The built-in AI tool makes it simple to customize prompts and add personalized columns to your leads list quickly. Learn how to use this tool through a detailed training in a free course. Implement Omni Channel Outreach to increase the likelihood of capturing your lead's attention. When a lead shows interest, automate connections through LinkedIn messaging. Instead of running paid ads for top of funnel traffic, focus on middle of the funnel traffic by running paid ads when leads engage with your content or show interest. This signals that the person is a good fit and interested, and it's up to you to continue the conversation.

In order to convert a potential lead into a sale, there are two main strategies. One is using a nurture sequence as discussed before, and the other is through retargeting ads. By placing a tracking pixel on all links used in outreach campaigns, such as lead magnet pages and Cenly links, you can integrate them with Facebook and Google pixels. This allows you to show retargeting ads to anyone who clicks on a link until they take the desired action, whether it's booking a call, downloading a lead magnet, or making a purchase. More advanced automation can be set up with Zapier, where positive responses from leads can trigger manual addition to a retargeting ad campaign. On average, consumers need to interact with a business seven times before taking action, so it's important to provide multiple opportunities for them to do so. It is recommended to use platforms like Facebook, Instagram, Google, LinkedIn, and Twitter for serving retargeting ads, with a focus on LinkedIn for professional networking.

Sponsored retargeting ads are more cost-effective than top of funnel ads and have a higher impact. To successfully close a deal, focus on improving your marketing, branding, and offer. Salespeople often make the mistake of talking too much, instead, they should ask questions and listen to the customer. In the example from "The Wolf of Wall Street," the correct approach to selling a pen is by asking questions to understand the customer's needs. By asking good questions and listening attentively, you can determine if the lead is a good fit for your business.

If you want to assist leads, your responsibility is to help them understand the benefits of your service and answer any questions they may have. After a successful sales call, it's important to continue building a relationship with the lead by connecting on social media and finding common interests to engage with them. Sending a proposal after the call is a good practice to summarize the discussion and provide basic information about the service for future reference. Personalizing the proposal shows that you value their time and effort. Using incentives, such as offering a free lead magnet for quick sign-ups, can encourage leads to commit to longer-term agreements. These bonuses and incentives can greatly impact the closing rate.

When trying to build an agency that generates $100,000 per month in revenue, it's important to offer valuable incentives to potential leads to encourage quick action and long-term commitment. It's crucial to understand that achieving this level of success takes time and patience, as it may not happen overnight or even within the first year. Even with a blueprint for success, it's essential to delve into the nuances of each step and thoroughly study them to truly grasp the complexities involved. Utilizing resources such as courses and tools like automations, contracts, and templates, as well as examining case studies and examples, can greatly aid in your journey towards success.

It is important to understand that reaching $100,000 per month on your own may not be achievable. It is recommended to hire a virtual assistant, particularly from online jobs platforms like pH, where Filipino VAs who speak excellent English can be hired for around $4-5 per hour. These VAs are hardworking and can help you build relationships. As your revenue grows, consider bringing on someone to assist with sales, keeping in mind that they may not close deals as well as you. Look for mentors and a community of lead gen agency owners to provide guidance and support when you encounter challenges. This can save you time and money in the long run. Consider joining the Lead Gen Insiders Community for access to valuable advice and networking opportunities with other agency owners.

The process of building together is important, and I am here to support you in your journey. You can leave comments on this video or message me on Instagram at @Leen. Remember, there are many companies in need of lead generation services, so we are not competitors but friends. If you have found this helpful, please like the video and consider subscribing to my channel for more support in achieving your business goals. Thank you and see you in the next video.