Overview STAR 5: Lead Generation

Overview STAR 5: Lead Generation

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Introduction

  • Introducing Trusted Advisor Confidential™: The Insiders Guide to Landing High-Paying Clients
  • Why Business Development Can Be A Mystery For Trusted Advisors
  • Getting Started
  • Meet Craig Lowder

Pre-Course Work

  • Welcome to Your First Week!
  • Reading Assignment: Chapter 1 & 2
  • Your Business Journey Worksheet
  • What Are Your Six Stars Starting Grades?3

STAR 1 Targeting

  • Overview STAR 1: Targeting
  • Reading Assignment: Chapter 3
  • Grading Your Clients
  • Your Ideal Client Profile
  • The Functional Persona
  • The Buying Persona
  • The Connector Compass™

STAR 2 Messaging

  • Overview STAR 2: Messaging
  • Reading Assignment: Chapter 4
  • Five Steps to Finding Your Value Wedge
  • Discover Your Uniqueness
  • Your Guarantee Questionnaire
  • Target Client Information Sources
  • Lead Generation Strategies
  • Marketing Campaign Break-Even Analysis

STAR 3 Business Development Process Mapping

  • Overview STAR 3: Business Development Process Mapping
  • Reading Assignment: Chapter 5
  • Steps in the Customer Journey
  • Number of Business Development Processes
  • Business Development Process Map
  • The Opportunity Star Map

STAR 4 Business Development Success Scorecard

  • Overview STAR 4: Business Development Success Scorecard
  • Reading Assignment: Chapter 6
  • Business Development Success Standards
  • 52-Week Activity & Results Tracker

STAR 5 Lead Generation

  • Overview STAR 5: Lead Generation
  • Reading Assignment: Chapter 7
  • Lead Generation Checklist
  • How to Host Small-Scale Seminars
  • How to Get Paid Speeches
  • How to Get Publicity
  • How to Conduct Proprietary Research

STAR 6 Feed the Funnel

  • Overview STAR 6: Feed the Funnel
  • Reading Assignment: Chapter 8
  • Funnel Math
  • Opportunity Tracker

Keep Your Stars Aligned

  • Reading Assignment: Chapters 9 & 10

What's Next?

  • Sextant Session