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Scott Keffer
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Step
1
of
26
3%
Marketing
You are getting face-to-face with as many qualified “A” prospects as you want to grow your income
Marketing
You have a written demographic and psychographic description of your Right Fit “A” prospect
Marketing
You know the LCV, Lifetime Client Value, of a Right Fit Prospect and how much to profitably invest to get one
Marketing
You have multiple predictable marketing systems that generate as many leads as you need
Marketing
You have a proven system that nurtures warm prospects and leads into face-to-face appointments
Sales
You know your P2C (Prospect to Client) Conversion number
Sales
Your P2C Conversion Number is steadily increasing every year
Sales
You have a step-by-step system to convert qualified prospects to clients
Sales
A staff member is fully trained on the sales system and executes it flawlessly
Sales
You have a system that nurtures stalled prospects and clients
Credibility
Your prospects are convinced of your credibility and trust you even before they meet with you
Credibility
You have qualified prospects contacting you because of your credibility
Credibility
You are known as the “go to” advisor among your 3 targeted niches
Credibility
Qualified prospects can easily differentiate you from other advisors and seek you out
Credibility
You are using a multi-pronged credibility strategy that includes articles, visible authority connections, radio, TV and book
Productivity
You have all Right Fit staff who are fully committed and pulling in the same direction
Productivity
Your staff knows your vison and your “why” and make choices and take action as if they owned your business
Productivity
Your staff each have a written personal growth plan that they’re actively working on
Productivity
Your clients are totally comfortable and fully served without needing to talk to you
Productivity
Your team have clearly defined roles, are able to operate within them and your firm’s productivity exceed industry benchmarks
Delivering Consistent Experience
You are on track to double your revenue in the next 3 years
Delivering Consistent Experience
You are making the kind of money you want
Delivering Consistent Experience
You know your “Energy Zone” and work in it 80% or more of your time making coming to work energizing and fun
Delivering Consistent Experience
You are taking off as much time as you (and your family) would like without checking in, worry and fear
Delivering Consistent Experience
You have documented, precision systems for credibility, marketing, sales, on-boarding and delighting your clients
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