Intro & Your Generating Pipeline OS Resource

Before you dive in, please make a copy of your Client Pipeline Kickstart Resources

Please note that the original version of this course was called Client Pipeline Kickstart, but I've since added additional playbooks, templates, and frameworks to build the generating pipeline OS. You may hear me reference both throughout the course.

Generating Pipeline OS

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Introduction

  • Intro & Your Generating Pipeline OS Resource

1. Foundations of Client Acquisition

  • Introduction to Client Acquisition
  • Setting Yourself Up For Success
  • Simple Sales Process
  • Ideal Client Profiles & Personas
  • Clarifying Your Value Proposition

2. Building a Client-Ready Profile

  • LinkedIn Profile Optimisation
  • Creating a Personal Brand
  • LinkedIn Content for Visibility

3. Leveraging Your Network

  • Generating Warm Leads
  • Asking for Referrals (without overthinking it) [Template]
  • Bonus: Building a Network of Referral Partners [Playbook]

4. LinkedIn Outreach Essentials

  • Engaging with LinkedIn Connections
  • LinkedIn Messaging Sequences
  • LinkedIn List Building Tutorial
  • Using Prospeo To Find Prospects For LinkedIn/Outreach
  • LinkedIn Outreach Templates [Templates]
  • Playbook: How to Find Followers of Influencers/Creators On LinkedIn
  • Playbook: How To Find Recent Mentions of Companies On LinkedIn
  • Additional LinkedIn Resources

5. Simple Sales Process Essentials

  • Discovery Calls
  • Handling Objections With Ease
  • Closing with Confidence
  • Bonus: Emails to Avoid Ghosting [Templates]
  • Additional Sales Process Resources

6. Building Consistency and Momentum

  • Daily Habits for Pipeline Building
  • Tracking Progress and Learning
  • Bonus: The Weekly Rhythm

Additional Resources

  • Recommended Tools
  • Playbook: How To Set Up Your First CRM in 10 Minutes
  • Playbook: Leveraging Communities to Land New Clients
  • Playbook: Using Webinars to Increase Brand Awareness and Generate Leads
  • Content: The Book Exercise - From Blank Screen To 30+ Content Ideas
  • Playbook: How to Build a Lead Magnet for Your Business
  • Playbook: Building a Simple Marketing Funnel
  • Cold Email Resources
  • Playbook: Problem Messaging Generator
  • Training: List Building 101
  • Training: Mastering LinkedIn Outbound for Winning High-Value Clients
  • Playbook: Automate LinkedIn Outreach with Dripify
  • Playbook: Save Time Managing Your LinkedIn Inbox with Kondo
  • Playbook: How to Repurpose Podcast and Webinar Videos Using AI (and Vizard)
  • Training: How To Sell Services
  • Training: Running Sales Calls with Confidence
  • Training: Sales Mindset - How to Stay Confident, Consistent, and in Control
  • Playbook: Create Detailed Client Proposals in Minutes
  • Playbook: Upgrade Your Video Quality For < $100
  • Content: Automatically Take Your Call Recordings And Generate LinkedIn Thought Leadership Posts
  • Training: How I’m Taking 2 Months Off Without Killing My Pipeline