HOW TO SCALE TO
$100,000/MONTH
STEP BY STEP GUIDE
📆 PILLAR 1 👉 SET APPOINTMENTS
💰 PILLAR 2 👉 CLOSE APPOINTMENTS
🏆 PILLAR 3 👉 CLIENT RESULTS
🔥 PILLAR 4 👉 FIRE YOURSELF
PRE PILLARS - MINDSET
🏆
● Copy/paste entrepreneur
● The popcorn effect
● Focus on SACA
● The “WARNING”
● The ZERO to 1 dilemma
PILLAR 1 - SETTING APPOINTMENTS
1. Pick A Niche
● My favorite 3 categories…
○ Proven niches…
📆
■ What are the niches that have a lot of 7 figur
agencies?
○ Big niches…
○ Weird niches…
■ Water damage
■ Trucking
■
● Can be a “service” niche if unique offer
○ For example: IG Shoutouts or UGC content or
DFY Ecom Stores
● Every niche sucks…
● The best niche is the one you stick to.
2. Get a database of your prospects
● AKA get a list of every phone number, email and
social media account of that niche
● OPTION 1: Scrape yourself
○ D7
○ Instant Data Scraper
○ Local Scraper
○ Lead Kahuna
○ Google Maps Email Extractor
● OPTION 2: Hire a scraper VA
● OPTION 3: Pay for a database
3. Create Your Irresistible Offer
● My favorite “EASY YES” offers…
🎁
🎁
○ 30 Day Free Trial
○ FREE Google Review Campaign
○ FREE Reactivation Campaign
○ $99/Week to test drive our program MONTH
1
○ We’ll send you 10 ____, then pay.
■ Can do reactivation or ads
● The ULTIMATE Irresistible Offer
■ Big Promise
● 50 Patient Leads In 30 Days
● 20 Pre Paid Appointments In 30 Days
● 10 Patients In The Door In 30 Days
● 5 Personal Injury Cases Guaranteed
● 100 Booked Appointments In 90 Days
■ Remove The Risk
● Full Refund PLUS $1,000!
● Free 7 Day Trial
● We’ll Send The First ___ For Free
● Pay Per Appointment
● Pay Per Show
● $99/week first month
■ Mechanism (the “how”)
● Pre Pay And Show Up System
● TikTok Ads
● UGC Content
● Influencer Marketing
SELLING SOMETHING NEW IS ALWAYS GOING TO BE
EASIER THAN SELLING SOMETHING BETTER
● Notes
○ Set contingencies or disqualify
○ Mechanism is most important (new offers >
better offers)
○ Everyone focuses on better, better, better…
no one focuses on INNOVATION (new)
4. Setup Paid Ads (Inbound)
🎁
● CALL LEADS ASAP! And follow our setting SOP
🎁
● Ads that promote your offer above
● Use any of these proven ads…
● Interest open targeting and custom audience
targeting is working best
● Start with lead forms -> calendly
● Take copy -> turn them into short form video ads
6. Setup 1 Free Channel (Outbound)
● EX: Cold Email, IG DMs, FB DMs, Cold Call
● Hard Core VOLUME (500 Per Day)
● Hard Core PERSONALIZATION (100 Dream List)
🎁
🎁
🎁
● BONUSES
○ Instagram/FB DM Script
○ Personalized Cold Email Script
○ Volume Cold Email Script
○ FB DM Masterclass and Cold Email
Masterclass (Free on YouTube… still have to
do IG masterclass but very similar to FB)
7. Create “Profitable” Content (Attraction)
● Interview 10 people for 1 hour (clients, authorities)
● Upload to podcasts/YouTube
● Repurpose and post on TikTok/IG Reels/FB
Reels/YT Shorts
● “1 Year Of Profitable Content In Less Than 10
Hours” Masterclass
🎁
PILLAR 2 - CLOSING APPOINTMENTS
💰
1. Build Your Intro Call Script (Cold + Warm)
🎁
🎁
● Go download the cold intro call script, modify it
for your niche, print it out, and practice it
● Go download the warm intro call script, modify it
for your niche, print it out, and practice it
2. Build Your Demo Presentation
🎁
● Go download the demo presentation, modify it
for your niche, and begin practicing it
3. Setup A Practice Sales Squad (DAILY)
● DAILY PRACTICE IS A MUST!!!
● Zero to 100K/month in 6 months case study…
● Call review, role playing, and learning.
4. Do Market Research
● How?
○ Pretend to be a college student doing a
“project” and cold call
○ Go to a BNI event and invite them out to
lunch or dinner
○ Offer them to come on your podcast
○ Consume their content…
● Their biggest pain points
○ Working on weekends
○ Not enough time with family
○ Can’t focus on seeing patients
● Their biggest desires
○ Never working on weekends
○ More time family…
○ Etc. Etc.
● What they’ve tried already (marketing)
● What they hate/love about their marketing
● Industry lingo
○ ROAS
○ Clients
○ Customers
○ Jobs
○ PATIENTS
○ COLLECTIONS
○ LONG TERM CARE
○ ROOFING
○ Customers
○ Clients
○ JOBS
○ ESTIMATES
● Industry goals
○ 100 Patients In A Month
○ 20 Patients In 60 Days Guaranteed
PILLAR 3 - CLIENT RESULTS
🏆
1. Research or experiment on “results”
● If you are just starting out and you don’t know how to
get results, I would do free trials in exchange for
learning how to get results.
● Check out some of our proven B2C offers
● Pay someone in the niche to see “what is working”
● Go into the ads library and literally see other ads…
● Partner with people who are good at fulfillment for
your first 10-20 clients
2. Figure out how to generate leads + book them
● Traffic (paid ads)
● Appointment setting (GHL texting with VAs or
ISA call center)
3. Help your clients close the leads
○ 3 Cs…
■ Course
■ Coaching
■ Community
○ Weekly/Daily Sales Training (ask your most
successful clients to lead it)
○ Coaching/Agency “Hybrid” Model
4. Figure out how to solve more problems
○ “What is the biggest challenge most of my
clients are facing that I can solve NEXT?”
○ “How can I add more value and solve more
challenges for my clients than anyone else?”
🔥 PILLAR 4 - FIRE YOURSELF
1. Build Your 7 Figure Agency Team
○ VA - Fulfillment
○ VA - Prospecting
○ VA - Admin
○ Sales Manager
○ Account Manager
○ Media Buyer
○ Eventually… COO or Ops Manager
○ Then… 2nd SM, 2nd AM, 2nd MB
2. Setup The Assembly Line
Note: This assumes you are in 1 niche, 1 service, 1
offer… (otherwise it won’t work)
○ Sales Call - SM
○ Onboarding Call - AM
○ Tech Onboarding - VA
○ Campaign Creation - VA
○ Campaign Review - MB
○ Campaign Launch - MB
○ Campaign Optimization - MB
○ Check In Calls - AM
3. Build Out Your Agency SOPs
🎁
● Watch The SOP Masterclass
○ Tech Onboarding SOP
○ Campaign Creation SOP
○ Campaign Review SOP
○ Campaign Launch SOP
○ Campaign Optimization SOP
● Onboarding Call Presentation
🎁
● Checkin Call Script
🎁
4. Build Out Your Tech Stack
● Client Dashboard - Monday
● Client Comms - Slack/Discord/Freshdesk
● Project Management - Clickup/Asana
● Automations - GHL/Make/Zapier
● Finances - Quickbooks
● CRM - GHL or Close
● Internal Comms - Slack
● Meeting/Training Schedule - Google
Calendar/Zoom
PILLAR 5 - BONUSES!
🎁🎅
1. Get A Strategic Partner
○ Guinea Pig
○ “Success Process”
■ Course
■ Weekly coaching calls
○ Testimonial Video
○ You can run ads from their page
○ You can get into “niche specific” groups
○ Reference
○ Backup Closer
■ Dr. Brian’s Calendly
■ Followup after the call they book with Dr.
Brian
2. Hire VAs ASAP
○ VA Agency like FAVA
○ Go into VA groups on Facebook
○ Check on Upwork/Fiverr
○ Have them do homework as part of their
interview to vet them out
○ Prospecting + Admin VAs…
3. Downsell SAAS with basic program
○ $497/mo (not including ad spend) for 60 Day
Starter Program, after 60 days, they automatically
get bumped to $1500-$2500/mo package
■ Basic Ads
■ Highlevel
■ No group, no course, no bonuses, no
support, nothing else. No ISA, no guarantee.
4. Let Us Pay You Referral Program
○ Responsible for ⅓ of our clients…
○ $500 per month per client
○ Increases retention on both ends
○ Refer 5, get paid $2,500/month…
○ Refer 20, get paid $10,000/month…
○ Models GHL affiliate program
5. Run A Reactivation Campaign ASAP
○ STEP 1: Send this ASAP to your prospects!
■ "Hey [FIRST NAME], I'm testing something
brand new for Black Friday and I thought of
you. To keep it exclusive, we are only going to
be rolling this out to the next 10 [[[NICHE]]]
that reply back. If you want info, just let me
know in the next 24 hours. No pressure
either way "
○ STEP 2: Send this tomorrow 2 hours before the 24
hour period lapses!
■ "Hey [FIRST NAME], there's only 2 hours left
for our Black Friday Offer so just wanted to
check in. If you want more info, just reply
back to this and I'm happy to send it your
way ”
○ STEP 3: ON MONDAY... Send This:
■ "AMAZING news! We decided to extend our
new program we're testing through Cyber
Monday! As I mentioned above, to keep it
exclusive, we are only going to be rolling this
out to the next 10 [[[NICHE]]] that reply back.
We're closing it down for good though after
Cyber Monday. Want more info?"
○ STEP 4: AT THE END OF CYBER MONDAY... Send
this!
■ "Out of respect, this is the last message II'll
send about this. Just don't want you to miss
out! If you want more info, just let me know
soon. Thanks "
○ The KEY is to keep extending the OFFER for 2-3
more days while maintaining URGENCY.
○ Swap out Black Friday with literally any holiday…