Includes up to two (2) hours of customized 1:1 coaching with Bill Cates
Our Laser-Focused Program includes a blend of 1:1 coaching with Bill and customized learning tools to help you gain clarity and confidence - and produce results - in your chosen area(s). Pick a client-acquisition challenge (or two) and let’s tackle them together.
HOW THE PROGRAM WORKS:
COMMON CHALLENGE AREAS (Choose 1-2 to work on with Bill):
ONLY $499! (A $920 value. A small investment to bring clarity, confidence, and results.)
"As a result of Billās coaching, I have brought in $12.7 M of new assets. Thatās $170,000 of recurring annual revenue due to using Billās techniques."
Includes up to three (3) hours of 1:1 coaching with Bill + 1-Year Membership in The Cates Academy™.
Are you ready to attract the ideal clients into your business? Would you like to commit to building a thriving referral-based business, but have limited time and/or budget available? The Super-Star program might be for you. Our mid-level coaching program is designed to be an affordable, yet comprehensive solution that combines the power of video learning with customized, 1:1 coaching.
HOW THE PROGRAM WORKS:
CHALLENGES COVERED:
INVESTMENT: $1,299 (Separately Valued at $2,107 – Save $808)
"Billās coaching allowed me to capture a 6-figure deal. And that was from just one phone call."
6 months of unlimited access to Bill Cates + 1-Year Membership in The Cates Academy™
(You can expect approx. 10-12 formal coaching calls, other calls as needed, and review of material you submit in between calls.)
Are you ready to go "all-in" and invest in building a referral-based business that allows you to spend less time chasing after prospects… freeing you up to spend more time with family, friends, and doing the work you that you love? If so, our Referral Champions Program™ is the right choice for you.
Our most comprehensive and customized coaching program, Referral Champions™ is designed to turbo-charge your client acquisition process over a 6-month training period, where you will receive constant, ongoing 1:1 coaching and personal support from Bill Cates.
HOW THE PROGRAM WORKS:
SOME OF THE STRATEGIES WE CAN COVER:
Compelling Value and Branding
Use our amazingly simple Value Proposition Formula™ to discover and communicate your value. Develop key points to emphasize in your marketing materials, website, etc.
Referability
Become super referable by using our Client Engagement Process for referrals without asking.
Proactivity
Get comfortably consistent promoting and asking for referrals without pushing or begging.
High-Level Clients
Become crystal clear on how to attract the right clients for your business. Get “referred down!”
Social Media
Use LinkedIn and content marketing to create activity that results in qualified prospects.
Target Markets
Focus on the right target niche to maximize your results through Reputation Marketing Methods™.
Introductions
Turn your client’s willingness to refer into a solid introduction that leads to an appointment.
Connection
Set appointments with high-level prospects that stick and then convert prospects who fit your profile into new clients.
Centers of Influence
Referrals from CPAs, Attorneys, and other Centers of Influence can be a significant source of clients. How are you doing with this strategy?
Event Marketing
Client appreciation events and bring-a-guest events can be a great source of high-level clients. Are you maximizing your event marketing
Staff Involvement
Do you have staff? Are they making a contribution to your referral culture? Helping you create client engagement? Being proactive in a meaningful way?
INVESTMENT: $7,500
How many new clients will it take for you to recoup your investment? One? Two? Maybe three at most – depending on your business model. This is a no-brainer!
"Before I met Bill Cates, I was making a ton of cold calls. Bill showed me how to go from cold calling to referrals and I tripled my production the very next month. I would not be where I am today without learning Billās processes."
"I wanted to create a āreferral cultureā throughout our firm where everyone felt comfortable asking for and generating referrals. In our first three months of working with Bill Cates, we have generated more referrals in those 3 months than we had in the past 3 years!"
Schedule a 10 to 15-minute call with Bill Cates to see what makes the best sense for your goals and your budget. No hard sell. It needs to be a perfect fit.
To get the conversation started, give Bill a call at 301.497.2200 or send him a message using the form below.
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