Client Acquisition Bundle

LAND DREAM CLIENTS WITH EASE USING THESE 6 BATTLE-TESTED TOOLS BUILT FOR OPS PROS WHO ARE READY TO BE BOOKED + VALUED.

If “getting clients” feels like throwing spaghetti at the wall… it’s time for a new system.

The Client Acquisition Bundle isyour all-in-one toolkit for attracting, connecting with, and converting right-fit clients with less stress and more confidence. Whether you’re booking your first client or ready to scale without burnout, these six tools, templates, and trainings give you the exact steps to take (and what to say) from pitch to payment.

No more awkward discovery calls, flakey follow-ups, or clients who don’t get your value. This bundle equips you with the clarity, structure, and systems to grow your client roster on command, and on your terms.

Includes 6 proven products:

• Clients on Command Bootcamp

• How to Identify Your Aligned Avatar

• How to Get to Know Your Client BEFORE You Say Yes

• Discovery Call Prep Checklist

• Discovery Call Framework

• Your Lead Follow-Up System (ClickUp CRM Template)

 

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WHAT YOU’LL LEARN...

✅ How to define and speak to your aligned avatar (and repel the wrong fits)
✅ How to confidently communicate your value and stand out in a crowded space
✅ What to ask and how to prep for high-converting discovery calls
✅ How to vet clients before saying yes (so you stop regretting it later)
✅ The exact follow-up system to turn convos into contracts without feeling spammy

 

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WHAT YOU’LL RECEIVE...

🎥 4 full video trainings + 1 CRM system
🎧 Audio-only versions for every training 
📄 Printable + fillable workbooks, frameworks, and sales tools 
🧠 Guided exercises to refine your messaging and client profile 
📋 Clickup CRM template with automations, scripts, and tracking system 
📂 CSV export for use with other project management tools

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FAQ

Is this just for new service providers?

Not at all. These tools support any ops pro looking to streamline their client acquisition — whether you're starting out, niching down, or scaling up.

Do I need ClickUp to use the follow-up system?

Nope! You’ll receive a CSV version you can easily import into most other tools.