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    Quarterly Planning Workbook - Seven Figure Agency

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    Carolyn McClendon
    The document outlines a business model and quarterly plan focused on recurring monthly revenue from clients in a specific niche. It provides targets for new clients, monthly recurring revenue, and key performance indicators to achieve goals of 175 clients and $375,000 in recurring revenue by the end of 2021. The action plan details initiatives for prospecting, advertising, ongoing activities, and critical areas of landing clients, delivery, and retention.

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    Quarterly Planning Workbook - Seven Figure Agency

    Uploaded by

    Carolyn McClendon
    93 views7 pages
    The document outlines a business model and quarterly plan focused on recurring monthly revenue from clients in a specific niche. It provides targets for new clients, monthly recurring revenue, and key performance indicators to achieve goals of 175 clients and $375,000 in recurring revenue by the end of 2021. The action plan details initiatives for prospecting, advertising, ongoing activities, and critical areas of landing clients, delivery, and retention.

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    The document outlines a business model and quarterly plan focused on recurring monthly revenue from clients in a specific niche. It provides targets for new clients, monthly recurring revenue, and key performance indicators to achieve goals of 175 clients and $375,000 in recurring revenue by the end of 2021. The action plan details initiatives for prospecting, advertising, ongoing activities, and critical areas of landing clients, delivery, and retention.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    93 views7 pages

    Quarterly Planning Workbook - Seven Figure Agency

    Uploaded by

    Carolyn McClendon
    The document outlines a business model and quarterly plan focused on recurring monthly revenue from clients in a specific niche. It provides targets for new clients, monthly recurring revenue, and key performance indicators to achieve goals of 175 clients and $375,000 in recurring revenue by the end of 2021. The action plan details initiatives for prospecting, advertising, ongoing activities, and critical areas of landing clients, delivery, and retention.

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    © All Rights Reserved
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    Download as pdf or txt
    You are on page 1of 7

    If we fail to plan...then we are planning to fail.

    Benjamin Franklin

    THE MODEL

    BUSINESS MODEL FUNDAMENTALS


    One target niche
    Recurring monthly revenue is the ONLY way to go
    No one-off projects
    No check-payments (credit card or direct debit only)
    No partial payment deposits
    Minimum monthly needs to be at least $1K
    MODEL AUDIT

    Current Situation Ideal Situation


    Niche Niche

    Program(s) Program(s)

    Monthly Fee Monthly Fee

    Project Vs. Recurring Project Vs. Recurring

    QUARTERLY PLAN - Q4 2021


    October - December 2021

    Current Snapshot
    ● Total # of clients -
    ○ 175
    ● Recurring Revenue -
    ○ $375K MRR
    2025 Goal / Future Vision (December 31, 2025)
    ● Target # of clients -
    ● Target recurring revenue -
    ● Why?

    90 GOAL / FUTURE VISION (December 31, 2021)


    Click Here To Open Up Worksheet

    October November December


    # of new clients: # of new clients: # of new clients:

    MRR Growth: MRR Growth: MRR Growth:

    Total # of clients Total # of clients Total # of clients

    Monthly Recurring Revenue: Monthly Recurring Revenue: Monthly Recurring Revenue:

    QUARTER END TARGET


    ● Target # of clients -
    ● Target recurring revenue -

    KPI’s
    ● How many strategy sessions will you need to hit your target?
    ● Click Here To Open Up Worksheet - KPI Calculator Tab
    ACTION PLAN
    TARGET: At least 15 Strategy Sessions Per Month (4 Per Week)

    FOUNDATION ADVERTISING ONGOING ACTIVITIES


    Prospect list
 Google AdWords
 DAILY
    Dream 100 list identified Retargeting

    At least 3 move forward
    SEO (ongoing webinars & conversations

    Join the association(s)
 videos help with this)

    Attempt to connect with at
    CRM / Marketing system in FB Ads (mainly targeting least 25 prospects

 - Call /
    custom audience)
 message
 - FB connection or
    place & ready to roll

    Niche website
 Direct Mail Campaign (to message
 - LinkedIn
    Dream 100 prospects)
 - connection or message
    Funnel for scheduling consider mailing book, CD
    with interviews, 
 recording WEEKLY
    appointment & opt-in

    Personal social profiles (FB, of webinars, monthly Pick one city to target & put
    newsletter
 your VA to work on developing
    LinkedIn, Instagram) Exhibiting at industry trade the list

    optimized & speaking to your
    shows Record one video to load on
    niche

    Book published (extra credit) your Facebook’s personal &
    business pages, LinkedIn
    profile, blog with transcript &
    send out via email to your
    database

    MONTHLY

    Conduct at least one webinar


    & syndicate fully

    Conduct at least once podcast
    interview & syndicate fully

    OTHER CRITICAL INITIATIVES

    Landing Clients Delivery Retention Team / Scale


    Get at least 15
    Strategy Sessions
    with prospects
    Road Blocks

    Current Reality ROADBLOCKS Quarterly Goal


    What is the current reality? What are the ROADBLOCKS that will What do you want it to look like by the
    prevent you from getting there? end of the quarter?

    NEXT STEPS
    Schedule An Agency Acceleration Session
    If you’d like to work with us to help implement this plan & accomplish these goals,
    schedule a strategy session now.

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