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Autarky Bookkeeping LLC

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Small, creative business owners who need to better understand their financial situation in order to improve their business's profitability.

Audience Type

  • B2B
  • Micro-entrepreneurs and small business owners

Industries (if B2B)

  • Creative fields: visual arts, music, performance, literature, fashion, design

Needs – Primary Buying Considerations

  • Understanding finances without being overwhelmed or bored
  • Convenient, judgement-free financial advisement
  • Regular, simple budgeting and profit tracking

Demographics

  • Age Range: Not specified
  • Gender: Not specified
  • Geography: United States
  • Income Level: Business revenue of $0-$1M annually
  • Business Size: Micro businesses

Psychographics

  • Lifestyle: Creative, entrepreneurial
  • What they value: Passion about their work, financial transparency, simplicity
  • Pain Points: Understanding their finances, managing budgets, tax planning, maintaining organized financial records
  • Buying Behavior: Need-based, realizes the necessity of financial advisement
  • Decision-Making Roles:
  • Primary Decision Maker: Business owner
  • Secondary Decision Influencers: Not specified
  • Support Roles: Not specified

2. My Message to My Target Audience

Refined Elevator Pitch

  • Autarky Bookkeeping empowers creative entrepreneurs with clear budgeting and efficient bookkeeping, through personalized understanding and guiding, so they can transform their passion projects into profitable businesses without financial stress.

Understanding Their Pain Points

  • Struggling to maintain profitable businesses from their creative ventures
  • Overwhelmed by the complexity of budgeting and tax planning
  • Experiencing difficulty in maintaining up-to-date books and financial records

Transformation

  • Transformation from a disorganized financial mess to an efficient bookkeeping system
  • Confidence in handling financial aspects of business without fear or judgment
  • Achieving a profitable business from their passion projects with ease and clarity

Unique Selling Proposition (USP)

  • Personalized understanding approach before number crunching
  • Professional guidance from an expert who simplifies finance for non-number people
  • Clear, judgment-free assistance for creative entrepreneurs, making it stand out in the competitive market

Brand Values & One-Liners

  • 'Turning your creative passion into profitable reality.'
  • 'Personalized bookkeeping for creative entrepreneurs.'
  • 'Simplify your finances, amplify your business.'

Tone

  • Autarky Bookkeeping maintains a friendly, understanding, and professional tone. The service aims to foster an environment of trust and ease, alleviating any intimidation entrepreneurs may feel towards financial management.

Hero Text Idea

  • Flag Text: 'US Creative Entrepreneurs'
  • Main Headline: 'Simplifying Finances for Passionate Creatives'
  • Sub Headline: 'Personalized bookkeeping and financial guidance, turning your creative ventures into profitable businesses.'
  • CTA: 'Start Your Financial Transformation Today.'

3. The Media I Will Use to Reach my Target Market

Website

  • Position Autarky Bookkeeping as a solution for creative entrepreneurs in need of financial guidance
  • Squarespace platform: Ensure website is mobile responsive
  • Track conversions: Form submissions, newsletter sign-ups, appointment bookings

Social Media

  • LinkedIn: Networking and thought leadership posts 2-3 times per week
  • Instagram: Behind-the-scenes content, client testimonials, mini financial tutorials posted 3-4 times per week
  • Facebook: Share blog content, announcements, and engage in relevant groups

Paid Advertising

  • Google Ads: Budget permitting, target keywords related to bookkeeping and financial guidance for creatives
  • LinkedIn Ads: Target small creative business owners for lead generation

Content Recommendations

  • Simplifying finance for creatives
  • Steps to efficient tax planning
  • How bookkeeping can transform your business

Podcasts

  • Appear on podcasts like 'Business Schooled', 'Small Business Big Marketing', 'Creative Empire Podcast'

Directories

  • Enlist in 'Bookkeeping Directory', 'Financial Services Directory'

Publications

  • Consider providing guest articles for Entrepreneur, Business Insider, Art Business Journal

Partnerships & Outreach

  • Collaborate with small business centers, local art councils, and co-working spaces to offer finance workshops

SEO and Content

  • Focus on SEO content targeting 'bookkeeping for creatives', 'finance for small business owners'

Offline and Local Media

  • Sponsor local art events, offer finance workshops for creatives
  • Participate in small business network events

Online Events

  • Host webinars on finance basics for creative entrepreneurs

Online Networking

  • Engage in online discussions on business and finance forums, Facebook groups, LinkedIn threads

Cold Outreach

  • Reach out to new creative businesses via LinkedIn, offering initial free consultation
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • Free 'Financial Basics for Creatives' eBook: To attract and educate
  • 'Business Financial Health' Checklist: Engagement booster
  • 'Finance Clarity' Quiz: To segment leads based on financial knowledge

Tripwire Offer

  • A low-cost introductory workshop on finance basics for creative entrepreneurs
  • Discounted initial consultation

Welcome Sequence

  • Personal welcome email with lead magnet
  • Follow-up email offering tripwire
  • Sequence of nurture emails sharing educational content

Segmentation

  • Based on Financial Health Score from quiz
  • Industry type: Specific creative fields (visual arts, music, etc.)

Chatbot and Automation

  • Automated chatbot on website for initial inquiries
  • Tagging and segmentation in GoHighLevel CRM

2. My Lead Nurturing System

Marketing CRM

  • Current platform: GoHighLevel
  • Automation capabilities: Lead scoring, segmentation, email/SMS automations, landing pages
  • Recommended improvements: Utilize the CRM's automated workflows for lead nurturing

Sales CRM

  • Current platform: GoHighLevel (also serves as the sales CRM)
  • Pipeline tracking or handoff process: Set up deal pipelines for different service offerings

Automated Follow-Ups

  • Post-opt-in welcome sequence (3-5 emails over 2 weeks)
  • Abandoned consultation follow-up (1 email, 1 SMS after 2 days)

Newsletter

  • Frequency: Monthly
  • Topics: Creative business finance tips, success stories, tax season reminders
  • Segmentation: Industry type (based on fields in signup form)

Retargeting & Ads

  • LinkedIn sponsored content for lead generation
  • Remarketing to website visitors with Google Ads

Social Media and Content

  • Posting frequency: 3x weekly on LinkedIn, Instagram, and Facebook
  • Content type: Infographics on finance tips, customer testimonials, mini tutorials

Webinars and Events

  • Host a monthly live webinar on 'Finance Basics for Creative Entrepreneurs'

Other Nurture Channels

  • SMS: Follow-ups and appointment reminders
  • Chatbot: 24/7 bot on website for FAQs and to assist form fills

3. Sales Conversion Strategy

Sales Process

  • Ensure second meeting delivers detailed quality report with clear reasons to choose Autarky Bookkeeping.
  • Streamline the process of connecting to the clients' QBO account.
  • Incorporate a CRM (GoHighLevel) to automate follow-up and reminders.

Sales Assets

  • Create a sales pitch presentation demonstrating Autarky Bookkeeping's USP and benefits.
  • Develop an SOP for initial consultation call centered around client empathy and understanding.
  • Produce a proposal template that highlights the personal understanding approach to finance.

Testimonials and Case Studies

  • Request testimonials from existing happy clients and display on the website.
  • Conduct case studies demonstrating how different clients transformed their finances with Autarky Bookkeeping.

Conversion Rate Insights

  • Use GoHighLevel to track consultation to client conversion rates.
  • Focus on improving conversion by addressing friction points in sales process.

Urgency and Offers

  • Implement a fast-acting discount for new clients who decide during the second meeting.
  • Send reminders about the ending discount to create urgency.

Guarantees and Risk Reversal

  • Implement a satisfaction guarantee – if not satisfied after the first month, they can opt-out and get a refund.

Shock and Awe

  • Send a personalized note with a free small gift (like a branded calculator or a financial planning book) after the initial consultation call.
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • A personalized welcome email introducing the client to Autarky Bookkeeping and their primary point of contact.
  • A kickoff video call to understand client's unique business circumstances and financial management needs.
  • Last, handover of a digital welcome kit containing FAQs, important contacts, and a glossary of accounting terms in layman's language.

Communication Cadence

  • Monthly financial report in simplified terms, making it easily understandable even for non-number people.
  • Quarterly video calls to discuss business's financial health and plan for upcoming quarters.
  • Regular check-ins via email or other preferred communication platforms to keep clients updated on tasks in progress.

Client Education

  • Interactive webinars on 'Finance for Non-Financial Entrepreneurs'.
  • 'How-To' videos on general bookkeeping tasks.
  • A knowledge hub - blog posts addressing common mistakes & tips for better financial management.

Personalized Touches

  • Acknowledge business milestones or anniversaries with a creative, personalized infographic showcasing their financial growth under Autarky's guidance.
  • Birthday greetings with a special 'Finance Fun Fact' related to their business industry.
  • Personalized thank-you note at end of each financial year.

Visuals and Documentation

  • Simple, colorful financial reports and graphs designed keeping the creative clientele in mind.
  • Progress updates in form of 'Before' and 'After' snapshots of their financial situation.

Feedback and Proactive Support

  • Regular surveys to gather client perception and identify areas of improvement.
  • A 'SOS' feature on the website for urgent queries or help.
  • Quarterly review of potential red flags in clients' accounts and proactive guidance for resolution.

Guarantee or Promise

  • 'Crystal Clear Finances' promise - simplifying finance or get your money back.

Operational Excellence

  • Convenient scheduling tools for client meetings.
  • All incoming client queries to be acknowledged within 6 working hours.
  • Regular internal audits to ensure accuracy and consistency.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Introduce yearly contracts with a discount for prepayment
  • Offer contract renewal incentives such as a complimentary advisory session

Upsells & Cross-Sells

  • Upsell Monthly Bookkeeping Packages to existing Done-With-You Training clients
  • Cross-sell business advisory service to regular bookkeeping clients

Bundling & Packaging

  • Bundle tax planning/preparation with bookkeeping packages for a complete financial solution
  • Diversify package tiers (Basic, Standard, Premium) with varied service-levels

Loyalty & Retention Programs

  • Implement a referral program offering a discount or free month for referred clients
  • Offer a loyalty discount on renewals to long-term clients

Custom Services and Personalization

  • Upsell custom budget advisory to clients based on their specific business needs

Pricing Strategy

  • Provide long-term contract incentives such as a discounted rate for choosing quarterly or yearly billing
  • Offer value-based pricing for clients requiring more personalized and advisory services

Customer Data and Insights

  • Utilize GoHighLevel’s CRM data to identify patterns of churn and target them with personalized offers
  • Regularly track customer interactions and feedback for continuous service improvement

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Offer a one-month free bookkeeping package for successful referrals.
  • Give referees a 10% discount on their first package.

Shareable Assets

  • Create ready-to-send email template about the services.
  • Design referral cards explaining benefits and discounts.

Timing and Triggers

  • Request referrals after the delivery of each monthly report when the value is most visible.
  • Automate email or CRM trigger after subscribers finish their first quarter.

Client Success Stories

  • Collect video testimonials and use them in newsletter and website.
  • Share before-and-after case studies on social media.

Referral Contests

  • Quarterly contests: Free Done-With-You Training for most referrals.
  • Special recognition for 'Top Referrer of the Year' on website and newsletter.

Partner or Affiliate Programs

  • Collaborate with local Chamber of Commerce for affiliate referrals.
  • Offer unique discount codes to influencers with small businesses.

Thank-You Experience

  • A handwritten thank you note for every referral.
  • Exclusive VIP service upgrades for top referrers.

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