How We're Productizing Our Service To Scale Our Business To $100k/m

This will be my series on how our team is going to productise our service to scale our agency to $100k/month without being stuck in the business.
This will allow us to grow the business efficiently, build a community within our target audience and to provide substantial value which will help us out market any competition.
Here's the action steps:
Objective: To efficiently scale our SaaS financial services and automation processes to reach a wider audience and increase productivity.
Key Steps:
1. Develop lead magnets to attract potential clients.
2. Offer successful app templates for direct purchase.
3. Provide AI agent snapshots to clients for account management and contract setup.
4. Send messages and receive contracts based on leads.
5. Set up reactivation campaigns in the database to receive 10-20 appointments in a few hours.
6. Offer digital products and bonus items at varying price points.
7. Operate a meta app to engage with the audience.
8. Direct clients to opt-in pages for downloads and bonus services.
9. Include upsells on the thank you page for growth partnerships.
10. Offer two upsells with different price points for additional services.
Cautionary Notes:
- Ensure all lead magnets and ad templates are functional and appealing to the target audience.
- Double-check all setups and reactivation campaigns for accuracy.
- Monitor the upsell process to ensure smooth transitions for clients.
Tips for Efficiency:
- Automate messaging and contract processes where possible.
- Regularly update and refresh lead magnets and app templates to maintain audience interest.
- Provide clear and concise instructions for clients on how to proceed with upsells.
- Seek feedback from clients to improve services and offerings continuously.
Topics discussed:
SaaS, SaaS agency, Lead Generation, b2b lead generation, finance brokers, scaling, agency, marketing agency, client acquisition, appointment setting, business growth, acquisition

[@AKSHALC]

Hey Joel, your content is just amazing..!! I wanted to help you edit your content only if your interesred. So to view my previous clients work Ive sent my portfolio through mail. Either we colloborate or not keep doing the great work