Phases Of Scaling Your Consulting Business: Watch The Video Then Book A Call

1. Become A New Person In A Penthouse - you will need a quiet place to do calls and write processes.

2. Create The Consulting Offer - $10k-$50k is a good price.

3. Scale With An Advertising Machine and Sell 2,000 Units To Finance $10K Per Month SaaS Offer

4. Create SaaS Offer From Internal Insights While Scaling Consulting Offer

Financial Simulation: Consulting Offer Financing: Netting First $5M-$10M
Financial Simulation: Seed To Series A To Public, $10k Per Month Offer

Canadian Dollar Stripe Account

Background: I started with done-for-you service - growth consulting for SaaS. My first clients came from referrals. Then I created an ad and started selling a done-with-you service using a program. I scaled it up with advertising and sold 2,000 units. As I was scaling, I was pivoting the ads to keep in the profit zone. Below are the ads.

2023: Growth Consulting Rewrite - Posted On Youtube: Approx $1M In Sales - Mastermind Clients who are scaling their consulting business.

2021: Becoming A Growth Consulant Camapaign

Google Doc Sales letter. It took month to write. It was launched from the Instagram Channel and did approx. $1.5M without much spend. The offer was $15k for a Slack group and live calls.

2020: Assemble A Profitable Remote Sales Team Campaign

When the pandemic hit Toronto, we went out to an AirBnb and ramped up a remote sales team using a remote recruitment strategy where reps paid for the opportunity to be trained by us and sell the salesprocess.io offer. I put together this ad and ran it on Facebook and brought in approx $13M. The content license that included group calls was sold for approx. $12.8k for the year.

Long-form ad. VSL was ran as an ad. It picked up traction and started hopping platforms. The buying strategy was simply a cold lookalike audience and retargeting campaign.

Facebook Advertising Account 2019-2022

2018: Salesprocess.io Campaign

After getting case studies with done-for-you service, I put together a campaign to recruit early-stage SaaS companies. This was ran on Facebook and LinkedIn. This did our first $5M in revenue. There was a VSL created, and a Google Doc sales letter that contained a dynamic model that customers could use to get an idea on their funnel unit economics. The price for consulting was $50k-$100k that included support creating their sales letter. A process for one-on-one was built out to help deliver the service at scale.

Wise.us ($319M), Allganize.ai ($3.5M), Sisu.co ($128.7M), Northspyre ($7.5M), Hyros (Acquired By Banzai 2022), Chatter Research (Acquired By Stingray 2020), Truelytics (Acquired By Envestnet 2022)

Funnel Schematics
Foundations: The Scientific Method To Solving For Product-Market-Fit (2019)

Intitial Direct Response Advertising Campaigns On Facebook Platform

Simple text ads that were pointed at a retargeting audience and cold traffic interest-based audience.

Who this is for: Second-time founder/successful exit. Company is at least 3-4 years old. Seed round, pre-series A, 1-2 customers and exiting beta phase.

Case Study 1: Wirkn.com raised approx. $400k and needed a sales funnel. I cold called mall managers and built out a cold-calling team that generated opportunities at some of the largest property development companies and restuarant chains in Canada. The Wirkn team was able to develop their solution further and close enterprise deals.

2014-2015: Toronto, Ontario, Canada

Case Study 2: The founder of a content marketing curation platform (now part of Broadridge's marketing suite) for finance professions had validated his product, had domain expertise and had just raised $1.1M in seed financing to scale sales and marketing. They had a marketing hire, and an enterprise salesperson, however, they didn't yet have a repeatable, predictable, and profitable direct channel to assist in developing enterprise opportunities.

We wrote the marketing for the direct channel, built the funnel, ran the campaign in parallel to their enterprise campaign, validated the message with outbound prospecting, ran paid traffic, validated the sales process and script, then hired a few team members to book appointments and close over the phone. Within 2 weeks, the company was closing sales using the system I set up for them. In 12 months, they grew the direct channel to $1M ARR. The developing enterprise conversations were something along the lines of "Well, we have a few advisors already using the solution. They seem to like it. How about we roll out to more advisors?"

They raised a series A round, scaled up further, ramped revenue and became profitable, and eventually sold to Broadridge in 2021.

2017: Toronto, Ontario, Canada

Chartmogul Screenshot - Paid Advertising

Case Study 3: Cassia Research, now CoPilot Advisor, was a company founded by Henry Bee and Jesse Chen.

It was backed by seed financing, and was focusing on a model and algo that advisors could use to manage their backend operations. The product had potential and the team was experienced.

We led with the initial obvious benefit of ~ "Helping advisors manage backend..." and realized that advisors (the majority of them) wanted the product as more as a marketing solution, something they could use to generate new business.

We splintered out one of the features of the initial product and positioned it as a marketing solution, saw some success, then rebuilt the solution with learnings. I wrote a new sales letter and pushed it out to a warm audience. It immediately made sales. I adjusted the marketing message and created a video sales letter/training video that helped advisors generate cold leads using the LinkedIn platform. It was a hit and the advisors signed up for the product that helped automate the process described in the video training. Within 10 months, the company grew to $1M in ARR using a sales team. I helped create the investment thesis, which required validation of cold-metrics (CPM, CPL, CAC, LTV). They went on to raise $5M at approx. $80M. They went on to sell into the enterpirse.

Chartmogul Screenshot - Direct Channel Scale Up Using Outbound + Paid Advertising

2017-2018: Vancouver, British Columbia, Canada

A Few Testimonials From Consultants Who Scaled With Ads and Sales Teams