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BizScalers

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Below you’ll find your complete marketing plan built specifically for YOUR business using the same framework that's helped over 1 million entrepreneurs worldwide.

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  1. Review your plan (scroll down)
  2. Save this link (For your records)
  3. Execute it (start with ONE section)

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Before (Prospect)

1. My Target Market

Primary Target Market Summary

  • Established service-based business owners in US or other English-speaking countries, ambitious and seeking growth and scalability beyond day-to-day operations.

Audience Type

  • B2B
  • Owners of service-based businesses

Industries (if B2B)

  • Professional Service Firms (accounting, legal, architecture, engineering)
  • Technology Service Firms (MSPs, VARs, IT consultancies, cybersecurity, B2B tech services)
  • Business Services Firms (sign companies, commercial trades, recruiters, marketing agencies)
  • Coaching and Consulting Firms (business coaches, financial coaches, fractional execs, trainers, thought leaders)

Needs – Primary Buying Considerations

  • Desire to scale and grow their business without getting mired in day-to-day operations
  • A proven, comprehensive system for scalable, profitable growth
  • Clear, actionable steps to scale

Demographics

  • Business Size: 3–49 employees and $250K–$10M in revenue.

Psychographics

  • Lifestyle: Entrepreneurial, ambitious
  • What they value: Freedom, scalable growth, profitability
  • Pain Points: Day-to-day operations, scarcity of scalable growth strategies
  • Buying Behavior: Invests in proven, comprehensive solutions
  • Decision-Making Roles:
  • Primary Decision Maker: Business owner
  • Secondary Decision Influencers: N/A
  • Support Roles: N/A

Secondary Target Market

  • N/A

2. My Message to My Target Audience

Refined Elevator Pitch

  • BizScalers equips service-based business owners with the Grow and Scale Accelerator to achieve operational autonomy, scale more profitably, and attain more freedom and impact.

Understanding Their Pain Points

  • Struggling to extricate from day-to-day operations
  • Stunted growth due to lack of scalability
  • Inefficient business strategies and poor leadership dynamics

Transformation

  • Operational autonomy of service-based businesses
  • More freedom, wealth, and impact
  • Profitable and predictable growth

Unique Selling Proposition (USP)

  • Proprietary BOS Method™ for predictable, profitable growth
  • Balances high-level strategies with precise execution
  • Transformative leadership focus for more freedom, wealth, and impact

Brand Values & One-Liners

  • "Lead Boldly. Scale Wisely. Live Freer."
  • "Building self-operating businesses that scale predictably and profitably."
  • "Empowering service-based businesses to grow with confidence."

Tone

  • BizScalers communicates with strategic depth and precision, conveying complex ideas into clear, actionable steps. The tone is confident, resourceful, and growth-orientated.

Hero Text Idea

  • Flag Text: "Scale Your US-Based Service Business"
  • Main Headline: "Operate Autonomously. Scale Profitably."
  • Sub Headline: "Equip your business for growth with our Grow and Scale Accelerator. Enjoy more freedom, wealth, and impact."
  • CTA: "Join the Accelerator Today"

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

Website

  • Optimize website messaging to align with refined Elevator Pitch & USP
  • Leverage GoHighLevel CRM for conversion optimization, lead tracking, and customer retention
  • Prioritize mobile website optimization, given the on-the-go nature of target market

Social Media

  • Prioritize LinkedIn for B2B engagement, thought leadership content (2-3 posts / week)
  • Utilize YouTube for video content showcasing Grow and Scale Accelerator benefits (1 video / week)
  • Experiment with Instagram for behind-the-scenes content, case studies (1-2 posts / week)

Paid Advertising

  • Allocate budget to LinkedIn Ads targeting specific industries (Professional Service, Tech Service, Business Service Firms)
  • Experiment with Google Ads to target relevant search queries

Content Recommendations

  • Write educational blogs about scaling service-based businesses (2 blogs / month)
  • Post case studies of successful client projects (once per quarter)

Podcasts

  • Establish Grow & Scale podcast interviewing clients and industry leaders
  • Seek guest appearances on industry-relevant podcasts like Duct Tape Marketing, Business Made Simple

Directories

  • List BizScalers on local and national B2B service business directories
  • Join Shopify and Salesforce partner programs to reach potential clients

Publications

  • Secure features in niche trade publications like Professional Services Journal, Technology Services Journal

Partnerships & Outreach

  • Establish partnerships with non-competing businesses serving similar markets (e.g. accounting firms, IT consultancies)
  • Leverage speaking engagements for direct outreach and lead generation

SEO and Content

  • Target keywords related to scaling service-based businesses
  • Prioritize long-form content for organic visibility

Offline and Local Media

  • Leverage speaking events and affiliations with professional organizations for local outreach
  • Consider business expos and industry specific events for face-to-face networking

Online Events

  • Host quarterly webinars to demo the Grow and Scale Accelerator

Online Networking

  • Engage on LinkedIn groups, Reddit communities specific to service-based businesses

Cold Outreach

  • Utilize LinkedIn and Email for cold outreach, especially targeting businesses in identified industries.
During (Lead)

1. My Lead Capture System

Lead Magnet

  • Free E-Book: 'The 5 Keys to Building a Self-Operating Business'
  • Free Webinar: 'How to Scale Service Businesses More Predictably'
  • Quiz: 'Are You Ready to Scale Your Business?'

Tripwire Offer

  • Introductory Course: 'Foundations of the BOS Method™'
  • Audit: 'Business Scalability Audit & Personalized Report'

Welcome Sequence

  • Welcome Email: Introduction to BizScalers and promises of transformation
  • Email 2: Highlight benefits of Grow and Scale Accelerator
  • Email 3: Case Study showcasing a successful client
  • Email 4: Offer tripwire product

Segmentation

  • Tag by Business Type (PSFs, Technology Service Firms, Business Service Firms, Coaching/Consulting Firms)
  • Tag by Size (small, mid-sized, large)

Chatbot and Automation

  • Implement a website chatbot to capture leads and answer FAQs
  • Use GoHighLevel to automate lead tracking and nurture sequences

2. My Lead Nurturing System

Marketing CRM

  • Current platform: GoHighLevel
  • Automation capabilities: Conversion optimization, lead tracking, customer retention
  • Recommended improvements: Use for automating nurture sequences

Sales CRM

  • Current platform: GoHighLevel
  • Pipeline tracking process: Referral to call to customer

Automated Follow-Ups

  • Post-opt-in: Welcome sequence
  • Frequency: Every day for the first 4 days

Newsletter

  • Frequency: Bi-weekly
  • Topics: Industry trends, leadership tips, case studies, company updates

Retargeting & Ads

  • Platforms and goals: LinkedIn Ads, Google Ads targeting specific industries, remarketing to engaged users

Social Media and Content

  • Posting frequency: 2-3 times a week on LinkedIn, 1 Instagram post a week, 1 YouTube video a week
  • Content type: Thought leadership, educational, video content, behind-the-scenes

Webinars and Events

  • Quarterly webinars to demo the Grow and Scale Accelerator

Other Nurture Channels

  • Chatbot: Website chatbot for FAQ and lead capture
  • SMS: Occasional updates and reminders to leads for webinars/events

Reactivation and Retention Sequences

  • Automated win-back campaign targeted to dormant leads

3. Sales Conversion Strategy

Sales Process

  • Clarify sales process: Referral > Initial Consultation (Zoom) > Proposal > Close
  • Use GoHighlevel CRM to automate follow-ups and track lead status
  • Develop standardized proposal template highlighting USPs, video content, client testimonials

Sales Assets

  • Develop sales scripts for initial and follow-up consultations
  • Establish SOP for sales process, from referral to close
  • Create digital pitch deck outlining the BOS Method™ and detailing business transformation

Testimonials and Case Studies

  • Collect testimonials post-engagement, particularly after significant wins
  • Develop case studies from successful client transformations – use in proposals and on website
  • Create 'Wall of Success' on website showcasing client testimonials and case studies

Conversion Rate Insights

  • Monitor conversion rates at every sales process step using GoHighlevel CRM
  • Prioritize improving rates for steps with highest drop-offs

Urgency and Offers

  • Promote early-bird pricing for quarterly all-day in-person sessions
  • Highlight limited availability for monthly 1:1 calls to encourage prompt subscription
  • Provide fast-action bonuses such as complimentary leadership lessons for immediate sign-ups

Guarantees and Risk Reversal

  • Offer satisfaction guarantee with possibility of partial/full refund within a specified period
  • Emphasize success track record and use case studies as risk reversal

Shock and Awe

  • Send prospects branded educational materials post-initial consultation
  • Surprise new clients with a welcome gift, e.g., a personalized note and business growth book
After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Send a personalized welcome video message detailing next steps
  • Kickoff call with the team to understand client expectations and provide program roadmap
  • Welcome kit including physical copy of BOS Method™ playbook, important dates planner, and a luxury brand pen

Communication Cadence

  • Weekly update calls and emails detailing progress and upcoming topics
  • Monthly one-on-one calls to provide personalized guidance
  • Use of GoHighLevel CRM for tracking communication and taking notes

Client Education

  • Access to the extensive library of video content and courses
  • Weekly leadership lessons and Grow and Scale Accelerator calls
  • Quarterly in-person all-day sessions to deep-dive into specific topics

Personalized Touches

  • Gifts sent on business launch/major milestone anniversaries
  • Birthday email with a small gift card
  • Thank you note/videos after pivotal progress steps/milestones

Visuals and Documentation

  • Progress reports showcasing before and after operational efficiency
  • Case-study deep dives into successful scaling strategies
  • Periodic recaps of total progress made

Feedback and Proactive Support

  • Regular client satisfaction surveys sent with follow-ups on feedback
  • Support system in place for rapid resolution with access to a dedicated relationship manager
  • Scheduled quarterly reviews to proactively discuss challenges

Guarantee or Promise

  • 'Love it or leave it' approach with a risk-free 30-day trial period
  • Commitment to deliver on the promise of operational autonomy and scalable growth

Operational Excellence

  • Flexibility in arranging weekly and monthly calls
  • Maintaining punctuality and professionalism in communication
  • Strong commitment towards delivering a seamless and unforgettable experience

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Implement tiered contracts with increasing benefits and discounts for lengthier commitments.
  • Offer annual contracts with a significant price advantage compared to monthly subscription.

Upsells & Cross-Sells

  • Develop add-ons focused on specific business verticals (e.g., legal, tech, consulting).
  • Offer a business review or 'health-check' service to provide tailored advice and upsell opportunities.

Bundling & Packaging

  • Bundle existing resources (tools, courses) into scalable packages based on business size or vertical.

Loyalty & Retention Programs

  • Develop a referral program that awards discount or free access to top-tier resources.
  • Introduce a point system where customers can earn points based on engagement (e.g., course completion).

Custom Services and Personalization

  • Offer personalized business consulting as a high-price, high-value service tier.
  • White-glove tiers could include premium network introductions or on-demand support.

Pricing Strategy

  • Use value-based pricing to align price with the value received by companies of different sizes.

Customer Data and Insights

  • Utilize CRM to identify growth opportunities, e.g., industry sectors showing most progress.
  • Set up hiatus tracking to identify potential churn and facilitate proactive retention initiatives.

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Offer a discount on the next month's service fee for successful referrals
  • For new clients, provide exclusive access to a premium course or a bonus 1:1 call

Shareable Assets

  • Design branded digital referral cards with a unique tracking link
  • Create social media post templates promoting the benefits of BizScalers

Timing and Triggers

  • Send referral requests after a successful 1:1 call or significant business milestones
  • Set up an automated email after one month of service, asking for referrals

Client Success Stories

  • Establish a system to encourage clients to share success stories
  • Promote the most compelling client stories in newsletters, blog, and social media

Referral Contests

  • Initiate quarterly referral contests with business-themed prizes
  • Announce top referrers in the monthly newsletter and on social channels

Partner or Affiliate Programs

  • Develop affiliate programs for B2B influencers in target sectors
  • Provide unique tracking links for affiliates to share

Thank-You Experience

  • Send thank-you notes to clients for their referrals
  • Offer surprise perks for top referrers—like premium webinars or masterclass sessions

Take Your Marketing Plan to the Next Level

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team.

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