Lecture Notes on Building a Growth Agency and Real Estate Investment Strategies

Guest Speaker: Dr. Connor Robertson

Focus: Provide done-for-you services at scale before becoming a growth partner.
Importance: Gathering data from different offers to become an effective partner.

Met in 2020/2021. Both were involved in outbound strategies via LinkedIn and Facebook.
Initial Inspiration: Dr. Connor was scaling appointment setting on Instagram and LinkedIn, inspired by the other's success in outbound marketing.

First Client: $250/month for LinkedIn outbound service, month-to-month, no contract.
Service Evolution: Increased pricing to $499, $699, $1500, eventually $4500/month with a 3-month minimum.
Hybrid Model: Implement and release - systems set up for 90 days, after which clients own the systems.

Client Profile: Many seeking outbound services lack their own solid offers and financial resources.
Ethical Shift: Transitioned to implementing systems and releasing them after three months to avoid minor maintenance work.
Pricing Strategy: Initial low pricing with incremental increases, eventually switched to a higher upfront cost for setup.
Revenue Share Agreements: Some growth consulting clients on a revenue share model which required mutual commitment to growth.

Retaining Clients: Ensured clients were growth-oriented for revenue share to be effective. Offboarded those unwilling to change.
Outbound Service Scope: From LinkedIn and email marketing to comprehensive systems involving CRM, texts, and more.

Market Insight: Outbound strategies work well when providing direct value, less effective for offers like SEO.
Refinement: Initially broad, then focused niche markets - marketing agencies, franchise consultants, and finance specialties.
Efficiency: High profit margins (50-85%). Small team, low costs (VAs at $3/hour), high scalability.

Used outbound marketing principles to scale multiple business models in real estate.
Focused on providing done-for-you and consulting services to high net-worth individuals.
Found niche markets and leveraged skills from previous experiences.

BMB Accelerator: $25,000 fee to help high-net-worth individuals purchase real estate (short-term rentals), guaranteeing outcomes or offering refunds.
TFI Tax Free Investor: A blend of coaching and deal sourcing at $20,000/year with hands-on assistance to finalize transactions.
Hedge Management: Short-term rental property management covering entire management lifecycle.
Hedge Capital: Acquisition and holding of real estate properties.
Goal: Ownership or management of 500 properties by the end of 2025.

Focus on Implementing Complete Systems: High-value packages focusing on key outcomes and efficiencies.
Explored Expanding into Broader Real Estate Services: Leveraging high net-worth connections.
Strategic Diversification: Blending done-for-you and consulting models across multiple business interests to minimize risk and maximize growth.

Implementation is Key: Rapid implementation and willingness to pivot result in quicker success growth.
Content Strategy: Creating short, informative, result-driven content for better engagement and learning outcomes.
Future Trends: Focus on providing undeniable value through managed services over purely educational content.