Client Partnership Prep


Do you find yourself turning away prospects because they simply aren’t prepared?


Do you wish that you could focus on the work and bypass the onboarding process?


Do you wish that you increase your efficiency and take on more projects to become more profitable with your business?

Client Partnership Prep

When you increase your efficiency. You increase your profits. Stop turning away leads and decrease your cost per client expenses. Add value back into your marketing budget. Increase your ROI and quotes that are based on the estimation of the time it will take to complete the project.

Audience: Perfect for busy agencies, designers/developers, and coaches who want prepared clients. This is a service that can be performed as a valued partner or in a white-label capacity. Implementing the business model evaluation into your onboarding process for projects.

A business model evaluation baked into your workflow for a project. Included in the process is laying the foundational groundwork for upsells and monthly recurring revenue opportunities. I accomplish this by identifying the upsell opportunities. Adding education on the importance of the product/service into the evaluation process.

What is the process for the Client Partnership Prep?



Book A Consultation

Book a consultation call where we discuss your business goals and the current process for generating leads.



Process Evaluation

We’ll evaluate your process and set expectations based on where you are with your business and budget



Customized Strategy

Creation of a strategy aimed at addressing short-term and long-term goals and budget.

The Profitable Business Framework:

Businesses looking to move past the friends and family sales stage. Ready to build out legitimate target audiences and business practices. Moving from side hustle to credible full-time business.

Baked into this framework are strategies that address, brand journey, target audience, business model as well as business and marketing basics. They serve as the fundamentals that are customized to the client’s goals, budgets, and timelines. It is designed to help educate them throughout the process. Filling in the blanks of the things that they don’t know that they should know.

The Premium Audience Framework

Businesses that are looking to target high-quality audiences that grow their revenue and share of voice in their niche. Marketing-focused strategies that bring in engaged ideal audience segments. Converting prospects into brand champions. Overcoming churn and instability. Businesses with a goal of increasing retention and ROI on marketing budgets. Via more targeted strategic marketing methods.

Baked into this framework are strategies to address lead generation and drive more sales. I accomplish this by assessing the current state of the business marketing efforts – what they’re doing, what’s working, and what’s working. To identify new lead generation and marketing opportunities.

Get Started With Our Client Partnership Prep

Schedule a call and let’s discuss how I can help turn your passionate ideas into purposeful strategies that increase profitability. Identify the premium audience that not only sees your value but prioritizes taking the next step in becoming a customer because they believe in your results.

How Client Partnership Prep Can Benefit Your Business

Cost of Sales

Usually lumped in and buried with the total cost of sales, prospecting can represent anywhere from 25-50% of the total cost of sales. It’s a bigger number than most believe.

The Right Prospects

Cut through the numbers and make sure you are approaching only those prospects who are good for you, and you are good for them. Take the 30:1 suspect-to-sale ratio to 20:1, even 10:1!

Customer Retention

By increasing retention rates by 5%, the respondents in the report revealed they had increased their profit margins by between 25% and 95%.

Cost Per Acquisition

Acquiring a new customer can cost up to 7 times more than selling to an existing customer. The importance of winning the new business you source and retaining them can not be overstated.

Relationship Building

US companies lose an average of $136.8 Billion due to customer “switching”. The key is to build a relationship with your customers so that you stay in tune with their needs and the evolution of their business.

Build Your Brand

One of the fastest and most secure ways of building and establishing your brand is through brand ambassadors. Customer referrals make a difference. 73% of consumers love a brand with friendly customer service.


Here’s What Agencies Are Saying

“A lack of brand clarity makes removing the nightmare from your digital dreams considerably harder. Your brand is more than a logo and color scheme. If you are struggling to raise awareness, increase donations, or find passionate advocates the first thing to do is look at your brand. Take the time now to get brand clarity. It makes achieving those digital sweet dreams so much easier.”

Kyle Van Deusen

Business Owner, The Admin Bar

Looking For Business Resources?

Why is Positioning Crucial for Small Businesses and Solopreneurs?

Dive into the importance of positioning in our latest article. Discover why effective positioning is essential for small businesses and solopreneurs to differentiate themselves, define their unique value proposition, and thrive in competitive markets. Gain valuable insights and practical strategies to strengthen your brand’s positioning and attract your ideal audience.

What Is the Path to Mastering Your Business Journey?

Curious about the roadmap to business success? Delve into our article on mastering the business journey. Explore key strategies, insights, and best practices to navigate the complexities of entrepreneurship and achieve your business goals. From defining your vision to executing your plans effectively, discover how to chart your course towards success with confidence and clarity.

How Do You Identify and Connect with Your Target Audience?

Wondering how to pinpoint and engage your ideal customers? Explore our article on identifying and connecting with your target audience. Learn proven strategies to understand your audience’s needs, preferences, and pain points, and discover effective methods to establish meaningful connections that drive business growth. Gain actionable insights to tailor your marketing efforts and maximize your impact on your target audience.

Closeup of green paper team surrounding arrow on dartboard at table
Image of a blue labyrinth

Why is understanding the customer journey crucial for business success?

Discover the significance of understanding the customer journey in our latest article. Learn why it matters and how to leverage it for business growth, from awareness to purchase and beyond. Gain valuable insights into optimizing your marketing strategy to meet customer needs effectively.

Frequently Asked Questions About Client Partnership Prep

How do I know you won’t pitch my client to stay with you?

You are my client as much as the business you’re referring to me. The focus is on what the client needs to move forward with the project that you’re working on. I source my own clients for any other services or work as a valued partner.

What is the typical turnaround for the service and will you keep me updated?

The turnaround time will vary based on the accessibility and responsiveness of the client. Yes, I provide check-ins to let you know how things are progressing and to make sure any recommendations are in line with your project.

How do I implement the brand assessment results?

The client will receive a brief that they can pass along to the agency to implement. The brief provides an overview for the agency as well as a deeper dive for the client so that they have the clarity they need. My goal is to educate them along the way to help prepare the clients for the next steps in the implementation process.

Take the first step toward the successful business you’ve always dreamed of

Schedule a call and let’s discuss how I can help turn your passionate ideas into purposeful strategies that increase profitability. Identify the premium audience that not only sees your value but prioritizes taking the next step in becoming a customer because they believe in your results.