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Clarity Wayfinders

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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.

What to do next:

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

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team to show you what to prioritize and how to execute your plan.

Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Clarity Wayfinders focuses on owners, CEOs, or COOs of small to mid-sized businesses that are struggling with growth. These individuals are feeling overwhelmed, could be experiencing cash flow problems, and are poised to scale their business.

Audience Type

  • B2B
  • Small to mid-sized business owners, CEOs, COOs

Needs – Primary Buying Considerations

  • Seeking clarity and confidence in their business direction
  • Aiming to enhance their understanding of financial matters to drive growth

Demographics

  • Age Range: Not specified
  • Gender: Not specified
  • Geography: United States
  • Income Level: Business revenue between $12,000 - $60,000 annually
  • Profession: Business Owners, CEOs, COOs
  • Business Size: Small to mid-sized businesses

Psychographics

  • Lifestyle: Busy, overwhelmed by business operations
  • What they value: Transparent communication, desire to improve, and punctuality
  • Pain Points: Lack of clarity in business mission, troubling cash flow, inability to scale
  • Buying Behavior: Ready to invest in a systemized program to identify their business' sweet spot
  • Decision-Making Roles:
  • Primary Decision Maker: Business Owner, CEO, COO

Secondary Target Market (only if applicable)

  • None specified

2. My Message to My Target Audience

Refined Elevator Pitch

  • Clarity Wayfinders equips small to mid-size business owners with renewed clarity and confidence through personalized coaching and financial education, helping them overcome overwhelm, rekindle joy and build momentum in their business.

Understanding Their Pain Points

  • Feeling overwhelmed and stuck in business
  • Hindered by cashflow issues and lack of strategic direction
  • Struggling with the demands of running, not growing, their business

Transformation

  • Gain clear understanding of their business' mission and trajectory
  • Confidence in managing financial aspects, acting as a catalyst for growth
  • Experience the joy of working on their business, not just in it

Unique Selling Proposition (USP)

  • A systematic, client-guided program that develops an optimized business model
  • Blends top client interaction, unique offering, and systemization for individual success
  • Steady, supportive pace ensuring mastery at each stage

Brand Values & One-Liners

  • From Overwhelm to Clarity: We help you see your business in a new light.
  • Confidence through Financial Literacy: We help you master business finance, not fear it.
  • Igniting Joy in Business: Rekindle your passion for building an incredible business.

Tone

  • Clarity Wayfinders communicates with vulnerability and honesty, exuding calmness and steadiness. We aim to elicit feelings of trust, reassurance, and excitement in our customers, encouraging them to regain control and rediscover joy in their business journey.

Hero Text Idea

  • Flag Text: U.S. Business Revolution
  • Main Headline: Equipping You with Clarity and Confidence
  • Sub Headline: Overcome overwhelm, master your financial story and rekindle joy in your business with our personalized coaching and education.
  • CTA: Begin Your Journey to Clarity Today

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

Website

  • Optimize website pages for clarity, simplicity, and effective calls-to-action.
  • Use Google Analytics to track website user behavior and interactions.
  • Focus on the mobile-friendly user experience as business decisions are often made on-the-go.

Social Media

  • Prioritize LinkedIn for relationship building and authority positioning.
  • Post regularly 2-3 times per week with a mix of thought leadership, client success stories, and personal insights.
  • Use Instagram to share behind-the-scenes glimpses with a post frequency of 1-2 times per week.

Paid Advertising

  • Utilize LinkedIn sponsored content to reach decision-makers in target businesses.
  • Conduct Ad testing with Google Ads to identify profitable search terms.

Content Recommendations

  • Blog posts addressing common business challenges and how your services can help.
  • A webinar series centered on 'finding clarity and scaling your business'.

Podcasts

  • Guest appear on B2B podcasts like 'Build a Better Agency' or 'The Ugly Truth about Small Business'.
  • Consider starting your own podcast giving business owners actionable insights.

Directories

  • List on a site such as Clutch, a directory of B2B service providers.
  • Secure a spot in local online directories specific to your area.

Publications

  • Write guest articles for Entrepreneur Magazine, Inc. Magazine or other business-focused publications.

Partnerships & Outreach

  • Partner with local business organizations for joint webinars or events.
  • Networking with local chambers of commerce and industry affiliations.

SEO and Content

  • Use SEO keyword strategy focusing on 'business coaching' and 'financial education for small business' to fuel content creation.
  • Guest blogging on reputable business-focused websites for backlinks.

Offline and Local Media

  • Networking events, speaking at relevant local business forums or meetups.
  • Sponsor local business events to improve visibility.

Online Events

  • Regular Q&A webinars for business owners about scaling and financial planning.

Online Networking

  • Join business-focused Facebook groups such as 'Small Business Network'.
  • Be active on B2B forums such as 'GrowthHub'.

Cold Outreach

  • Leverage LinkedIn for networking opportunities and outreach to potential clients.
  • Personalized email outreach based on industry trends or pains points.
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'Find Your Business Sweet Spot' interactive assessment
  • 'Master Your Business Finances' ebook
  • 'From Overwhelm to Joy' webinar series

Tripwire Offer

  • 'Jumpstart Clarity' introductory coaching session
  • 'Financial Health Check' analysis report

Welcome Sequence

  • Email 1: Welcome, recap of lead magnet benefits, introduction to Clarity Wayfinders
  • Email 2: Personal story of Clarity Wayfinders, what to expect next
  • Email 3: Introduction to 'Refine & Scale' program with case studies
  • Email 4: Soft Sell - 'Refine & Scale' program offer

Segmentation

  • Tag leads based on lead magnet downloaded
  • Further segment based on interaction with welcome sequence
  • Tag those who purchase Tripwire offer for different follow-up sequence

CRM Implementation

  • Set up a CRM system like Hubspot
  • Organize leads based on segmentation
  • Track email opens, clicks, and conversion rates

Chatbot and Automation

  • Implement a chatbot on the website for quick inquiries
  • Automate lead capture and email sequences in the CRM

2. My Lead Nurturing System

Marketing CRM

  • Begin with a Free CRM service like Hubspot
  • Set up basic automations for lead capture and welcome emails
  • Track email opens, clicks, and conversion rates

Sales CRM

  • Use the Hubspot CRM for sales tracking as well
  • Manually shift leads to sales opportunities based on email responses

Automated Follow-Ups

  • Send a welcome email series that elaborates on lead magnet benefits and introduces the main service
  • Sequence frequency: Day 1 (welcome), Day 3 (personal story), Day 5 (service introduction), Day 7 (soft sell)

Newsletter

  • Send a bi-weekly newsletter
  • Topics: Success stories, insights from coaching, actionable business growth tips

Retargeting & Ads

  • LinkedIn sponsored content targeted at business owners
  • Google Ads for broader keyword targeting

Social Media and Content

  • Aim to post 2-3 times per week on LinkedIn
  • Post client success stories, thought leadership, and personal insights

Webinars and Events

  • Host a monthly educational webinar - finding clarity, scaling business
  • Attend local business events and workshops for networking

Other Nurture Channels

  • Implement a simple chatbot for quicker responses on your website
  • Personalize outreach with small business owners on LinkedIn

3. Sales Conversion Strategy

Sales Process

  • Streamline existing sales process: assessment survey, bonus gift, and discovery call.
  • Implement documentation for each step to ensure a repeatable process.
  • Minimize friction by making assessment survey succinct and intuitive.
  • Automate follow-ups and reminders via email after each step.

Sales Assets

  • Create a standard sales pitch deck highlighting the offerings and unique value proposition.
  • Develop an objection-handling script addressing common concerns like price, time commitment, and expected results.
  • Design professional and informative proposals tying Clarity Wayfinders' services to prospective client's specific needs.

Testimonials and Case Studies

  • Establish a process for collecting client testimonials upon completion of services.
  • Develop compelling case studies illustrating client transformation and business growth.
  • Showcase testimonials and case studies on the website and in sales materials.

Conversion Rate Insights

  • Install website analytics to track visitor behavior and conversion rates.
  • Continually refine sales process based on data-driven insights.
  • Set a quarterly goal for improving conversion rates.

Urgency and Offers

  • Design time-bound promotional offers like discounts for early sign-ups or limited time free consultations.
  • Craft a scarcity message indicating limited slots for the Refine & Scale program to drive fast action.
  • Offer additional bonuses for fast decisions, such as a bonus one-on-one session.

Guarantees and Risk Reversal

  • Showcase "Money-Back Guarantee" if clients don't experience a change in clarity and confidence within a stipulated time.
  • Reiterate Clarity Wayfinders' commitment to client success during sales conversations.

Shock and Awe

  • Send a 'Thank You' gift to prospects post-discovery call, such as a branded notebook for jotting down business insights.
  • Include a personalized note expressing excitement to help them refine and scale their business.
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Personalized welcome email with next steps and expectations
  • Initial 'Clarity Goals' call to understand clients' business and challenges
  • First-month 'Wayfarer Starter Kit' mailed to clients with branded instrumental tools

Communication Cadence

  • Weekly client update emails summarizing progress and next steps
  • Monthly 'QuarterScale' video calls to assess and align goals
  • Emergency hotline available for pressing concerns

Client Education

  • Interactive 'Master Your Finances' webinars
  • Access to 'Wayfarer Wisdom' knowledge hub with guides, video tutorials, articles

Personalized Touches

  • Handwritten 'Celebrating Milestones' notes with exclusive offers for significant progress
  • 'Steady On!' encouragement emails in challenging periods
  • Birthday and business anniversary acknowledgments

Visuals and Documentation

  • Quarterly 'Before and After Business Tracker' capturing progress
  • Biannual 'Business Health' reports with KPIs, financials, and growth trajectories

Feedback and Proactive Support

  • Biyearly client satisfaction surveys
  • 'Early Alert' system to identify and respond to client issues

Guarantee or Promise

  • 'Clear Path, Clear Mind' guarantee - total refund within 2 weeks if not satisfied

Operational Excellence

  • Strict adherence to set schedules and deadlines
  • Consistent, clear, and warm communication
  • Regular internal training to maintain service quality

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer annual contract options with a slight discount to encourage long-term commitment

Upsells & Cross-Sells

  • Introduce advanced coaching sessions or workshops as an upsell
  • Cross-sell financial health checks or audits for growing businesses

Bundling & Packaging

  • Bundle coaching sessions with financial education materials for a packaged deal
  • Offer a premium plan that includes extended email support and priority scheduling

Loyalty & Retention Programs

  • Develop a referral program that rewards existing customers for bringing new business

Custom Services and Personalization

  • Offer custom coaching programs tailored to specific industries or challenges

Pricing Strategy

  • Offer pricing discounts for long-term commitment (e.g., reduced cost for yearly contracts)

Customer Data and Insights

  • Implement a CRM system for tracking customer interactions and identifying upsell opportunities
  • Conduct periodic customer surveys to understand needs, satisfaction levels, and potential churn

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Referrers receive a free 1-hour coaching session
  • New clients referred get a 10% discount on their first month

Shareable Assets

  • Branded referral cards that existing clients can give out
  • Shareable social media posts with business benefits and referral incentives

Timing and Triggers

  • Ask for referrals after client success milestones, e.g., business growth, more clarity
  • Automated email reminders to share referrals after major completed steps

Client Success Stories

  • Share successful client stories on social platforms
  • Gather written or video testimonials to illustrate business impact

Partner or Affiliate Programs

  • Train business consultants as strategic partners to expand reach
  • Provide referral incentives to strategic partners

Thank-You Experience

  • Send a special thank-you note to top referrers
  • Personalize a small gift items for top referrers

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.