Client Acquisition Playbook – Checkout
Complete your order below to get instant access to the Client Acquisition Playbook—a structured guide to help you move from scattered outreach to a clear, weekly system for generating and tracking new client opportunities for your Personal Services Agency.
What You Get Inside
When you complete this purchase, you will receive immediate access to a secure Google Drive folder with all Client Acquisition Playbook materials.
- Client acquisition framework that explains how to move from random activities to a deliberate weekly plan.
- Sample weekly and monthly rhythm for outreach, follow-up, and relationship-building tasks.
- Simple tracking templates so you can see who you contacted, when you followed up, and what happened next.
- Key metrics to watch (calls, referrals, consultations, new starts of care) so you know what is working.
- Prompts to help you refine your message and positioning over time, based on real conversations and results.
✔ Access email sent to your inbox
✔ For agencies ready to install a weekly client acquisition rhythm
After payment, you will be redirected to a confirmation page and receive an email with your download access link. Please check your Promotions/Spam folder if you do not see it.
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For even more leverage, combine this playbook with the Referral & Marketing Toolkit so you have both the outreach scripts and the weekly system that ties everything together.
