This meeting provided a comprehensive walkthrough of the Agency Blueprint 2025 course, teaching step-by-step how to launch and scale a Social Media Marketing Agency (SMMA).
The session covered foundational setup, outreach and lead generation, the sales process, onboarding, and service delivery, with actionable steps at each stage.
Key strategies and resources were shared for both beginners and those seeking to scale, with a strong focus on mindset, clarity, and technical execution.
Attendees were encouraged to utilize provided templates and resources, and to participate in an inner circle for further support.
Action Items
(Immediate – Attendees): Complete the "homework" of defining the exact person you want to become, covering speech, dress, finances, people to help, car, and desired aura. Review and reread daily.
(Immediate – Attendees): Choose niche, service, offer, and pricing according to the outlined steps. Document choices for reference.
(Immediate – Attendees): Build and organize lead list using Google Sheets and the Instant Data Scraper Chrome extension.
(Immediate – Attendees): Set up tracking spreadsheets for calls, meetings, and conversions.
(Immediate – Attendees): Download, install, and configure GoHighLevel with the agency blueprint snapshot.
(Upon client closure – All): Immediately create WhatsApp group chat for onboarding, book onboarding call, and send onboarding form to client.
(Upon onboarding – All): Guide clients through adding payment methods to Facebook Ads Manager.
(Upon onboarding – All): Obtain required login details or access for client accounts (Facebook, Instagram, etc.).
(Per campaign – All): Gather client content (photos, videos) for ad campaigns via Google Drive portal.
(Ongoing – All): Implement and monitor Facebook ad campaigns and GoHighLevel automations for appointment setting.
(Ongoing – All): Track and analyze key performance metrics in the provided spreadsheet templates.
Setup and Foundations (Module 1)
Overview of SMMA business model, emphasizing its proven, evergreen potential and the broad opportunities in social media marketing for consistent client acquisition.
Importance of starting with the basics: agency name, logo, and payment processor (preferably Stripe).
Niche selection is critical for clarity and initial focus; recommend broad niches (e.g., home improvement, car industry) for beginners to build experience and a portfolio.
Guidance on picking high-leverage, monthly-recurring services like lead generation (Facebook/Meta ads), appointment setting, and social media management.
Discussion of offer creation: recommended beginner approaches include 14-day free trials or upfront packages with guarantees (e.g., minimum five booked estimates).
Pricing strategy: start at $500/month, scale to $1,000+ as confidence, results, and testimonials grow.
Emphasis on clarity and conviction in what is being offered; avoid overcomplicating or waiting for perfect preparation before starting.
Mindset module (1.5): Success requires alignment between actions, identity, and desired outcomes. Build congruence, embrace rejection as part of growth, and maintain focused discipline.
Outreach and Lead Generation (Module 2)
Steps to build a prospect list: target by niche and area using Google Search and Instant Data Scraper; clean and organize leads in a spreadsheet.
Track outreach using a detailed spreadsheet: log calls, outcomes, and follow-ups. Prioritize personal phone numbers for better access to decision-makers.
Weekly metrics tracking: calls made, meetings booked, show-up and close rates, money in, and reflection on KPIs.
Cold calling is essential for initial traction ("hunting mode"); focus on volume and efficient use of proven scripts.
Provided high-converting cold call script, with permission-based openers and diagnostic questions.
Objection handling techniques for common pushbacks: "too busy," "already have agency," "word of mouth is enough," "hear too many calls," and "not interested."
Emphasize volume—more outreach leads to more opportunities, better skills, and more deals.
Tips to boost meeting show-up rates: book meetings within 1-2 days, use WhatsApp reminders, and leverage the Benjamin Franklin Effect (small favors for compliance).
Introduction to inbound organic lead generation via personal branding (primarily on Instagram): optimize profiles, post niche content, and drive bookings through clear CTAs and calendar integrations.
Recommend a dual approach: combine outbound (cold calls) for speed and inbound (content/branding) for leverage, with tailored content for the ICP.
Sales Process (Module 3)
Two-call close framework: first call (discovery) is not a sales pitch but diagnosis and qualification; second call (sales) delivers a customized pitch.
Discovery call structure: build rapport, ask qualifying questions about current acquisition, struggles, goals, and budget, and dig deep into pain points.
Only invite highly qualified leads to the sales call for higher close rates and better client relationships.
Tailor each sales presentation using a provided template, incorporating specific client pain points and insights gathered in discovery.
Offer and pricing presentation: outline high-ticket service, demonstrate value via case studies or provided results, and clearly articulate pricing and guarantees.
Closing techniques: use the 3S rule (micro-commitments), emotion over logic, payment plan options, and urgency (price increases, deposit packages).
Collect payment during the call; avoid delays.
Upon closing, immediately ignite excitement in the client and book the onboarding call to maintain momentum.
Onboarding (Module 3.5)
Onboarding is critical for retention: minimize friction and delays, and ensure access to all necessary accounts and assets.
After closing, create a WhatsApp group with client/stakeholders, send an onboarding form for credentials, and set up a shared Google Drive folder for campaign materials.
If clients refuse to share login credentials, guide them through adding you to accounts (Facebook Business Manager) via screen share.
Ensure all ad payment methods are set up and active for ad campaigns.
Set up client sub-accounts in GoHighLevel using onboarding form responses, and import the provided agency blueprint snapshot for pre-built automations.
Service Delivery (Module 4)
High-performing ads are key to client retention. Use a variety of creatives (static images, UGC videos, AI voiceovers) and offers (e.g., "from $2,000 – get a free quote").
Use ChatGPT to draft copy and headlines targeting area, offer, and service clearly. Test multiple variants for best results.
Build Facebook ads with instant forms for lead capture; keep friction low to maximize lead flow, using backend automation for qualification.
Map Facebook lead form fields to GoHighLevel to ensure automation works properly.
Demonstrated full automation buildout in GoHighLevel: SMS, email, and voicemail follow-ups, wait conditions, and notifications to both agency and client.
Provided a ready-to-use, detailed workflow for appointment setting and qualification; customize for niche as needed.
Ongoing tracking and optimization ensures maximum lead-to-client conversion.
Decisions
Focus on proven business model and systematic approach — Rationale: SMMA provides consistent demand and opportunities; following structured steps in niche selection, offer, outreach, sales, and service is most effective.
Dual lead generation approach (outbound and inbound/branding) — Rationale: Combining speed of cold outreach with long-term leverage of inbound content maximizes pipeline growth.
Prioritize immediate action and clarity over perfection — Rationale: Clarity in niche, service, and offer enables faster results; avoid stalling for perfect setup.
Open Questions / Follow-Ups
Will the scaling and hiring module (Module 5) be released publicly if the content receives 1,000 likes?
Are additional resources or tailored support needed for specific niches outside those demonstrated (e.g., dentists)?
For international attendees, are there country-specific onboarding or payment processing issues needing further clarification?