Library

Active paying members unlock access to the following resources.

Mini Courses

Business Model Design

Designing your expertise business model

• How to Package, Price, and Sell Custom Consulting
• How to Design Productized Advisory Services
• How to Sell and Deliver Single Strategy Calls
• The Right Way to Sell Fractional CMO Services
• Memberships, Subscriptions, and Community Offers
• An Intro Guide to Mentorship as a Service
• How to Create Your First Education Product (Coaching Call)

Marketing Your Business

Positioning, sales, and marketing

• Marketing Fundamentals for Consultants
• How to Use Writing to Attract More Clients
• How to Choose a Niche for Your Marketing Practice
• How to Gain Traction in a New Niche
• How to Leverage Conferences & Events to Attract Clients (as a Speaker or Attendee)
• Golden Goose Strategy: How to Leverage Other Audiences to Attract Clients
• The 10 Laws of a High-Performing Consultant Website
• Camera, Lighting, and Audio Setup for Your Home Office Studio

Methodology and IP Development

Refining your methodology and turning it into intellectual property

• The 5 P’s of Marketing Execution – Planning & People
• The 5 P’s of Marketing Execution – Projects & Processes
• The 5 P’s of Marketing Execution – Performance
• Financial Acumen for Marketing Strategists
• The Advisor Operating System—Organizing Everything You Do
• Client Onboarding & Consulting Delivery Process
• How to Structure Your Proprietary Methodology

Guest Experts

• How to Create Clean, Clear, and Convincing Website Copy and Messaging with Billy Broas
• Leveraging Deep Insights and Long-Form Content to Attract Clients with Liam Curley
• Unleashing the Power of AI and ‘Dark Data’ to Find Profitable Market Insights with Abi Awomosu
• How to Negotiate Advisor Equity Compensation with Rod Burkert
• Google Analytics 4 Workshop with Jordan Choo
• The 5 Lightbulbs Copywriting Framework with Billy Broas
• How to Rank Your Website in Google with Tsavo Neal
• Personal Branding Techniques To Help You Become The Obvious Choice with Robby Fowler
• How to Generate More Sales from ANY Email List with Dylan Bridger

And more are being recorded live each month!

Resources

• Marketing Partner Rolodex — vetted freelancers, consultants, and agencies to refer implementation work
• Inspiration Swipe File — examples of websites, landing pages, services, ads, and more to use in your business

Templates

Advisor Operating System

I. Business Admin & Staying Organized

1. Organization & Workflow
2. Consulting Revenue Tracker
3. Proposal Template

II. Client Engagement Processes & Templates

1. Client Kick-Off Email
2. Client Discovery Questionnaire – 100+ Questions
3. Call Notes Template
4. Marketing Strategy & Channel Summary
5. Buyer Personas
6. Channel Summary
7. KPI Spreadsheet
8. Standard Operating Procedures

III. Methodology & IP Development

1. Marketing Playbook (Trello Template)
2. Client Operating System (Trello Template)
3. Market Research (Airtable Template)
4. Swipe File (Airtable Template) + Example

BONUS:

• ConvertKit HTML Template + RSS to Email Automation Tutorial

And more are being added each month!