You can access the VIDEO version of this presentation by going to https://go.sevenfigureagency.com/2021-plan Are you ready to take 2021 by storm? Do you clear goals & a rock solid plan to accelerate the growth of your Digital Marketing Agency going into the new year? In this workshop we'll help you map out your plan to CRUSH it in 2021. With clear goals and a well defined action plan you be amazed what you can accomplish. Here is what we'll work through together: - Set clear goals & targets for 2021 - Provide you with a proven goal setting & achievement framework - Specific targets broken down by quarter / month - KPIs - Key Performance Indicators to track & measure - Audit your current business & identify the gaps that are slowing you down - A PLAN that if followed will help accelerate your agency to $1M + in annual revenue over the next 12-24 months To access the workbook that is referenced in this training go to https://www.sevenfigureagency.com/202... If you'd like to get more ideas & strategies for growing your digital marketing agency, I'd like to invite you to join my Facebook Group. Connect with me and 1300+ other digital marketing agency owners. To Join The Facebook Group click here - https://www.sevenfigureagency.com/group. Remember: If you don't know where you are going, you'll end up someplace else. - Yogi Berra Success is Goals, all else is commentary. - Brian Tracy If you fail to plan, then you are planning to fail. Let's build our plan to WIN in 2021!

2. AGENDA FOR TODAY
• Set clear goals & targets for 2021
• Provide you with a proven goal setting &
achievement framework
• Specific targets broken down by quarter / month
• KPIs - Key Performance Indicators to track &
measure
• Audit your current business & identify the gaps
• A PLAN that if followed will help accelerate your
agency to $1M + in annual revenue over the next
12-24 months.

4. ACCESS THE WORKBOOK-
WWW.SEVENFIGUREAGENCY.COM/2021-WORKBOOK

6. THE PROBLEM

7. OUT OF CONTROL…

8. SHINY OBJECT SYNDROME…

9. HOPEFUL ABOUT NEXT YEAR…

10. COULD GO EITHER WAY

11. FAIL
Wind up exactly where you are
now next year…no momentum.

12. THE OPPORTUNITY

13. IN THE DRIVER’S SEAT

14. …PATHWAY TO PROFIT

15. …CERTAIN

16. SUCCESS
CRUSH THE YEAR

17. Why do you
want to…
…build a solid plan for 2021?

18. 5 KEY PRINCIPLES

19. Success is GOALS all else is
commentary
1

20. Cashflow Follows Your Calendar
2

21. Think Once

22. Milestone the Money-making

23. Do a Stress Test
5

24. Work the Plan
6

25. KEY
INSIGHT
…what did you learn?
What stood out to you?

27. 0
Impact
Money
Freedom
Land Clients
Deliver
Results
Retain
Longterm
SAl
esMastery
BUILD AUTHORITY
FillFunne
l
Dev
elopTeam
Package&
Choose Model
Syetematize
SEEDTHEVI
SION
Strong Kickoff
Rhythm

28. 7 FIGURE MODEL

29. RULE OF 1’S
1 Target Market / Niche
1 Lead Generation Strategy
1 Conversion Mechanism
1 Program
1 Year

30. MONEY MATH
1 Client $83K per month
8-9 Clients $10K per month
83 Clients $1K per month
166 $500 per month
830 $100 per month

31. 1 Client $83K per month
8-9 Clients $10K per month
41 Clients $2K per month
83 Clients $1K per month
166 $500 per month
830 $100 per month
MONEY MATH

32. IF YOU CAN LAND 5 NEW CLIENTS
PER MONTH AT $1,350+ MONTHLY
THEN YOU CAN BUILD A 7 FIGURE
AGENCY IN JUST 12 MONTHS….
BOTTOM LINE

33. 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

34. BUSINESS MODEL
FUNDAMENTALS

35. BUSINESS MODEL
WORKSHEET

36. ALAN HILLSBERG -
FUNERAL MARKETING SERVICES
• Grew from $10K to
$115,000 monthly
recurring
• Going to do $1.5M this
year

37. • How does that break down quarterly?
• Jan - March

38. WHAT WILL YOU COMMIT
TO WITH YOUR MODEL?

39. ACCESS THE WORKBOOK-
WWW.SEVENFIGUREAGENCY.COM/2021-WORKBOOK

40. "SUCCESS IS GOALS.
ALL ELSE IS COMMENTARY.”
- BRIAN TRACY

41. SUCCESS IS GOALS. ALL ELSE IS
COMMENTARY.
- BRIAN TRACY
CLEAR GOALS = WIND IN YOUR SAILS

42. HARVARD STUDY
• 1979 Interview of Grads
• 84% No Specific Goals
• 13% had goals but not written down
• 3% had clear, written goals & plans to accomplish them
• Results
• The 13% of the class who had goals were earning, on average, twice as
much as the 84 percent who had no goals at all.
• Even more staggering – the three percent who had clear, written goals
were earning, on average, ten times as much as the other 97 percent
put together.

43. GOAL-SETTING FRAMEWORK
• You have to have written goals & plans
• You need to set at a minimum
• 1 Year Goal
• Quarterly Goals
• Monthly Goals
• You MUST have a stopping point at the beginning of each new
year & end of each quarter to reflect (how did you do based on
what you set for your goal & what are you going to do going
forward)

44. 2021 Goals / Targets
www.SevenFigureAgency.com/
Tracking

45. WHAT IS THE GOAL?

46. BUT WHY?

49. VISION EXERCISE

50. • HOW MANY CLIENTS WILL YOU HAVE?
• HOW MUCH RECURRING REVENUE?
• HOW DO YOU FEEL?
• WHY IS LIFE BETTER AS A RESULT?
• WHAT CAN YOU DO, HAVE, EXPERIENCE AS
A RESULT?

51. BRIAN K - GFOUR MARKETING
• Grew from $60,000
to $375,000
monthly recurring
• Going to do $4M
this year

52. • How does that break down quarterly?
• Jan - March

53. KEY
INSIGHTS
What’s been most valuable and why?

55. 2021 Goals / Targets
www.SevenFigureAgency.com/
Tracking

56. DANNY BARRERA -
CONCRETE MARKETING CREW
• Grew from $23,000 to
$136,000 monthly recurring
• 330% growth for the year
• $55K monthly recurring
base growth

58. FEBRUARY 2020

59. DANNY BARRERA -
CONCRETE MARKETING CREW
JUMPED FROM $23K TO $76K MONTHLY
CURRENTLY AT $136K MONTHLY

62. HOW TO LAND CLIENTS
Cold
Outreach
Inbound
Marketing
Marketed
Lead Gen
JV
Associations
/ Speaking

63. FOUNDATION
Prospect list
Dream 100 list identified
Join the association(s)
CRM / Marketing system in place & ready to roll
Niche website
Funnel for scheduling appointment & opt-in
Personal social profiles (FB, LinkedIn, Instagram) optimized & speaking to
your niche
Case Studies Documented & Case Study Funnel Running
Book published (extra credit)

64. 9 POSITIONING ASSETS THAT CAN
MAKE YOU THE EXPERT IN ANY NICHE
• Keynote presentation
• Marketing Guide for that Niche
• Niche website with great content
• Case Study & Testimonial(s)
• Video based training / webinar
• The Book on Internet Marketing for that niche
• eMail Follow Up Sequences
• Podcast
• Print Newsletter

65. Ongoing Activities
Daily
At least 3 move forward
conversations
Attempt to connect with
at least 25 prospects
- Call / message
- FB connection or
message
- LinkedIn connection
or message
Weekly
Pick one city to target &
put your VA to work on
developing the list
Record one video to
load on 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

66. Advertising Initiatives
Google AdWords
Retargeting
SEO (ongoing webinars & videos help with this)
FB Ads (mainly targeting custom audience)
Direct Mail Campaign (to Dream 100 prospects)
- consider mailing book, CD with interviews,
recording of webinars, monthly newsletter
Exhibiting at industry trade shows

67. Calendarize Your Activities

68. Calendarize Your Activities
Pick a pre-determined block of time to complete your daily activities
For Example: 9AM - 11AM M-F
10AM - 12PM M, W & F
2PM - 4PM T & TH
Pick a day of the week to batch your content / posting
For Example: Wednesday afternoon’s from 3PM - 5PM
Pick dates for your monthly webinars & podcast interviews
For Example: Webinars - 3rd Thursday of each month at 2PM
Podcasts - 1st Thursday of each month at 11AM

70. What Parts Of This Can You Delegate?
Weekly
Pick one city to target &
put your VA to work on
developing the list
Record one video to
load on 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
Daily
At least 3 move forward
conversations
Attempt to connect with
at least 25 prospects
- Call / message
- FB connection or
message
- LinkedIn connection
or message

71. What can you
delegate
…to your team or a VA?

72. A VORTEX OF ACTIVITY
500 Prospects connected with, on a monthly basis,
via multiple channels: phone, email, social (FB, LinkedIn, Instagram)
New video / content dropped weekly via email, social (FB, LinkedIn,
Instagram) YouTube & added to your blog for inbound activity
New webinar every month with multiple touches to your database via
email & social, then syndicated across the web, driving inbound activity
New expert interview every month sent to your database, social profiles,
& posted online, driving inbound activity
PLUS awareness & lead generation from any paid marketing efforts:
PPC, FB Ads, Retargeting, Direct Mail, etc
Omnipresence in your prospects’ world (email, phone, social feed, social
inbox, mailbox)

73. BRIAN & JIM -
ROOFING MARKETERS
• Grew from $4,500 to
$31,000 monthly recurring
• 611% Growth
• $23K monthly recurring
base growth

74. FASTEST GROWING AGENCY
• Grew from $4,500 to $31,000
monthly recurring
• 611% Growth
• $23K monthly recurring base
growth

79. Seven Figure Agency Calendar 2021 v1
2021T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F
January 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
INT INT MM
February 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
BBI LA BR
March 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Tribal INT INT MM
April 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
ISLA
ND
ISLA
ND
May 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
MM MM
June 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
July 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
INT INT MM
August 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
September 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
October 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
November 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
SYD INT INT MM
December 1 2 3 4 5 6 7 8 9 19 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W
Important Dates:
ALL MEMBERS:
Live Event Intensive
• April 8th & 9th
• August 4th & 5th
• December 8th &9th
Core Training Sessions
• Typically 1st Thursday of each
month at 2PM
Live Coaching Calls
• Every Wednesday at 2PM
• OnRamp - Friday at 2PM
Live Coaching Calls
• Every Wednesday at 2PM
MASTERMIND MEMBERS:
Live Mastermind Intensive
• April 10th
• August 6th
• December 10th
Mastermind Zoom Sessions
• Mastermind Accelerate at 2PM
• Mastermind Elite at 2PM
Intensive
SEVEN FIGURE AGENCY CALENDAR
MM Intensive

80. Seven Figure Agency Calendar 2021 v1
2021T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F
January 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
INT INT MM
February 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
BBI LA BR
March 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Tribal INT INT MM
April 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
ISLA
ND
ISLA
ND
May 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
MM MM
June 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
July 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
INT INT MM
August 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
September 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
October 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
November 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
SYD INT INT MM
December 1 2 3 4 5 6 7 8 9 19 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W
Important Dates:
ALL MEMBERS:
Live Event Intensive
• April 8th & 9th
• August 4th & 5th
• December 8th &9th
Core Training Sessions
• Typically 1st Thursday of each
month at 2PM
Live Coaching Calls
• Every Wednesday at 2PM
• OnRamp - Friday at 2PM
Live Coaching Calls
• Every Wednesday at 2PM
MASTERMIND MEMBERS:
Live Mastermind Intensive
• April 10th
• August 6th
• December 10th
Mastermind Zoom Sessions
• Mastermind Accelerate at 2PM
• Mastermind Elite at 2PM
Intensive
SEVEN FIGURE AGENCY CALENDAR
MM Intensive
Block Your Key Dates
https://www.sevenfigureagency.com/calendar-plan

81. Stress Test

82. BRIAN STEARMAN -
LAWNCARE MARKETING MECHANIC
• Brian Stearman - Lawncare
Marketing Mechanic
• Business was stuck at $10K doing
“general agency work”
• Now doing $100K per month
recurring
• Continuing to add 7-10 new clients
per month

84. Set Your Goals
Block the key
activities - rocks &
pebbles in your
calendar
Stress Test &
Modify

85. WHAT WE’VE COVERED SO FAR
• Set clear goals & targets for 2021
• Provide you with a proven goal setting &
achievement framework
• Specific targets broken down by quarter / month
• KPIs - Key Performance Indicators to track &
measure
• Audit your current business & identify the gaps
• A PLAN that if followed will help accelerate your
agency to $1M + in annual revenue over the next
12-24 months.

86. Transition Plan
Reality | From This… Roadblocks | Overcome This… Results | To This…

89. THE PROBLEM

90. THE PROMISE

91. RIGHT FIT

92. WRONG FIT

93. 0
Impact
Money
Freedom
Land Clients
Deliver
Results
Retain
Longterm
SAl
esMastery
BUILD AUTHORITY
FillFunne
l
Dev
elopTeam
Package&
Choose Model
Syetematize
SEEDTHEVI
SION
Strong Kickoff
Rhythm

95. YOU HAVE 2 CHOICES
or

96. WHY
Do you feel like this is right for you?

97. PLAN TOOLS HELP

98. WWW.SEVENFIGUREAGENCY.COM/ORDER
PROMO CODE “LIVE”
ONLY TILL END OF THIS LIVE EVENT

101. WWW.SEVENFIGUREAGENCY.COM/ORDER
PROMO CODE “LIVE”
ONLY TILL END OF THIS LIVE EVENT

104. WWW.SEVENFIGUREAGENCY.COM/ORDER
PROMO CODE “LIVE”
ONLY TILL END OF THIS LIVE EVENT

107. WWW.SEVENFIGUREAGENCY.COM/ORDER
PROMO CODE “LIVE”
ONLY TILL END OF THIS LIVE EVENT

108. Key Activities Brainstorm

109. TAKE
AWAYS?…What did you learn? What will you
implement?

110. THE PROBLEM

111. LEADS COME IN SPORADICALLY
(FEAST OR FAMINE)

112. UNCLEAR ON WHAT TO FOCUS ON
FROM DAY TO DAY

113. NO CONSISTENT SYSTEM / PROCESS

114. FAIL
Can’t scale, an inconsistent lead flow &
can’t grow predictably

115. LEADS FLOWING IN ON A CONSISTENT
BASIS LIKE CLOCKWORK

116. CLEAR PLAN WITH VERY SPECIFIC ACTIVITIES
HAPPENING ON AN ONGOING BASIS

117. CONSISTENT, PREDICTABLE PROCESS

118. SUCCESS
Have new leads & clients flowing in day
in & day out and landing new clients
consistently

119. WHATDoes your mix look like?
HOWAre you currently attracting clients?

120. BRIAN & JIM -
ROOFING MARKETERS
• Grew from $4,500 to $70K
monthly recurring
• 1,555% Growth
• $70K monthly recurring
base growth

121. 5 KEY PRINCIPLES

122. Get Clear On The Activities
That Will Drive Results
1

123. Map Out The Key
Drivers
2

124. Lay The Foundation
3

125. Clarify The Daily / Weekly /
Monthly Activities

126. Calendarize Your Activities
5

127. The Fundamentals

128. FOUNDATION
Prospect list
Dream 100 list identified
Join the association(s)
CRM / Marketing system in place & ready to roll
Niche website
Funnel for scheduling appointment & opt-in
Personal social profiles (FB, LinkedIn, Instagram) optimized & speaking to
your niche
Case Studies Documented & Case Study Funnel Running
Book published (extra credit)

129. Social Profile Optimization

130. Social Profile Optimization

131. Personal Social Profiles
Facebook, LinkedIn, Instagram
Setup with real photo of you & intro that
reads, “I help [niche] generate better
results online” or similar intro
Link back to your company & website in
description
At least a few posts speaking to your niche
(recent blog post, link to recent webinar
replay, photo at recent industry event, etc

132. MISSING?
…what is missing from your foundation?

133. KEY
ACTIVITIES?
…that you need to do on an ongoing
basis to keep the pipeline full?

134. Ongoing Activities
Daily
At least 3 move forward
conversations
Attempt to connect with
at least 25 prospects
- Call / message
- FB connection or
message
- LinkedIn connection
or message
Weekly
Pick one city to target &
put your VA to work on
developing the list
Record one video to
load on 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

135. What activities
can you
commit to
…on an ongoing basis?

136. Key Activities Brainstorm

137. Advertising Initiatives
Google AdWords
Retargeting
SEO (ongoing webinars & videos help with this)
FB Ads (mainly targeting custom audience)
Direct Mail Campaign (to Dream 100 prospects)
- consider mailing book, CD with interviews,
recording of webinars, monthly newsletter
Exhibiting at industry trade shows

138. What
advertising
…can you put into place?

139. Let’s map this out…

140. Calendarize Your Activities

141. Calendarize Your Activities
Pick a pre-determined block of time to complete your daily activities
For Example: 9AM - 11AM M-F
10AM - 12PM M, W & F
2PM - 4PM T & TH
Pick a day of the week to batch your content / posting
For Example: Wednesday afternoon’s from 3PM - 5PM
Pick dates for your monthly webinars & podcast interviews
For Example: Webinars - 3rd Thursday of each month at 2PM
Podcasts - 1st Thursday of each month at 11AM

142. Calendarize Your Weekly Activity

143. Calendarize Your Monthly Activity

144. What Dates
…did you block out?

146. What Parts Of This Can You Delegate?
Weekly
Pick one city to target &
put your VA to work on
developing the list
Record one video to
load on 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
Daily
At least 3 move forward
conversations
Attempt to connect with
at least 25 prospects
- Call / message
- FB connection or
message
- LinkedIn connection
or message

147. What can you
delegate
…to your team or a VA?

148. A VORTEX OF ACTIVITY
500 Prospects connected with, on a monthly basis,
via multiple channels: phone, email, social (FB, LinkedIn, Instagram)
New video / content dropped weekly via email, social (FB, LinkedIn,
Instagram) YouTube & added to your blog for inbound activity
New webinar every month with multiple touches to your database via
email & social, then syndicated across the web, driving inbound activity
New expert interview every month sent to your database, social profiles,
& posted online, driving inbound activity
PLUS awareness & lead generation from any paid marketing efforts:
PPC, FB Ads, Retargeting, Direct Mail, etc
Omnipresence in your prospects’ world (email, phone, social feed, social
inbox, mailbox)

149. Next Steps

150. Put your calendar
of activities in place
Do the work
Track your activity

151. 9 POSITIONING ASSETS THAT CAN
MAKE YOU THE EXPERT IN ANY NICHE
• Keynote presentation
• Marketing Guide for that Niche
• Niche website with great content
• Case Study & Testimonial(s)
• Video based training / webinar
• The Book on Internet Marketing for that niche
• eMail Follow Up Sequences
• Podcast
• Print Newsletter