OVERVIEW
TRUSTED ADVISOR NETWORK
PILOT PROGRAM
Everything you need to launch your Coach/Consulting Business
1
CRM Lead Generation + Prospect Pipeline
Full CRM set-up with pre-build deal flow and automated email campaigns for targeting and nurturing leads
2
Professional & Personalised Website
Personalised website with pages for downloadable ‘Free Stuff’, book-in system for appointments and Business Features, explanation of programs, Industry Sectors, Client Testimonials etc
3
Lead Magnet Opt In with CRM Integration
For capturing leads with multiple offers such as Video Series, Secret Recipe, Cheat Sheets by industry etc where opt-in triggers automated email responses and notifications
4
Client Session Delivery Platform
Launch system to use with new clients that ‘finds-your-fee’ within the first 90 days to ensure a tangible Return On Investment for your client meaning you can work with any client even if they can’t afford you
5
Endless Client Program Material
Stored in a Content Library that can be shared with your clients along with a ‘Win’s Bank’ to record financial gains made by the business from your services to assist in retaining long-term clients
6
Client Acquisition Training
Latest client acquisition strategies laid out in an easy to follow Learning Management System so you learn how to operate the TAN tools to target, convert and retain premium clients
7
Tech Support on Latest Apps & Online Graphics
We have our own in-house full-time marketing and tech specialists to support you who have 8-years experience in using the latest and most effective online marketing tools to establish your client base
8
Social Media Platform & Strategy
How to use social media to build your authority, reach your target market and nurture their needs is a critical part of your online marketing mix
9
Client Business Plan Generator & Progress Tracker
You’ll produce a highly detailed and comprehensive plan for your clients in minutes that is customised to your clients’ needs
10
Profit Leakage Calculator Tool
With this tool you have the ability to estimate the financial cost to a business if your client proposal is not accepted. TAN has developed this powerful tool over a 16 year period
11
Business Analysis Report
Our proprietary software provides a financial analysis and selects out key strategies to make an immediate impact to your client’s business before sending you an executive summary plan once completed
12
1:1 Coaching to Help You WIN
You’ll have expert assistance to answer your questions and coach your progress. We have an appointment specialist to assist you with 6-years experience as well as Will Fulton’s oversight to make sure you succeed
Ready to Get Started?
If we both agree that we can work together to generate new clients for you using the tools and training as listed above, then let’s get started!