[Coaching: Brad #10] First $2.5K Month! Nurturing Current Client Relationships + Testing a New Offer

By Zach Swinehart

Coaching series: Can Zach get this beginner freelancer (Brad) to a 6-figure income ($8,333/mo) within 6 months?

Follow their journey through the ups and downs and watch them grow!

Milestones from today’s episode:

  • Brad’s highest revenue month so far!
  • Solidifying niche to work with course creators
  • Nurturing current leads and stopping new cold outreach

Coaching highlights from today’s episode:

  • Identifying prospects to test new service offering for free
  • Using a top-of-funnel offer to attract new leads
  • When to stop doing new cold client outreach and focus on current clients

Original coaching call recording date: 09/01/2023

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AI-Generated Summary:

  • 0:00 – 2:00 — Zach introduces the podcast series, focusing on coaching Brad from early-stage freelancing to a six-figure income, and mentions the accelerator community.
  • 2:00 – 4:00 — Brad discusses his recent freelancing revenue, noting an upward trend but acknowledging a lower income in July due to personal events.
  • 4:00 – 6:00 — Brad identifies his highest earning month and discusses his approach to tracking time and productivity, along with plans to discuss various topics including a potential niche.
  • 6:00 – 8:00 — Zach talks about the importance of iterative processes in setting priorities and managing workload, and Brad mentions not fully completing his lead generation tasks.
  • 8:00 – 10:00 — Brad shares his efforts in nurturing leads and potentially securing new client work, while Zach emphasizes the importance of managing current clients effectively.
  • 10:00 – 12:00 — Brad contemplates focusing primarily on his current client work and explores the idea of assuming things will go well, reducing outreach activities temporarily.
  • 12:00 – 14:00 — Brad discusses making outreach enjoyable and the importance of fun in business, emphasizing daily improvement and learning relevant to his work.
  • 14:00 – 16:00 — Zach suggests a decision-making framework for prioritizing tasks, and Brad agrees that focusing on current clients and nurturing leads are top priorities.
  • 16:00 – 18:00 — Brad seeks a goal or theme for September, aiming to transition from survival mode to the next phase in his freelancing career.
  • 18:00 – 20:00 — Zach advises on evaluating Brad’s current position and potential bottlenecks for income growth, while Brad identifies the need to clear his schedule for client work as a key step.
  • 20:00 – 22:00 — Zach discusses the importance of Brad’s marketing strategy and interview skills over video editing, and considers delegating video editing to focus on strategic aspects.
  • 22:00 – 24:00 — Brad expresses reluctance to outsource work, preferring to improve his own skills, while Zach emphasizes the limitations of doing all the work alone.
  • 24:00 – 26:00 — Zach proposes a business model where Brad focuses on strategy and interviews, outsourcing video editing to increase efficiency and effective hourly rate.
  • 26:00 – 28:00 — Zach shares his own agency goals, emphasizing relationship building, honing service offerings, and creating streamlined processes for predictable fulfillment.
  • 28:00 – 30:00 — Zach advises Brad on prioritizing building systems and processes for business scalability, warning against the boredom of repetitive fulfillment tasks.
  • 30:00 – 32:00 — Zach discusses the importance of shifting from fulfillment to strategy in video services, emphasizing the time-consuming nature of video production.
  • 32:00 – 34:00 — Brad acknowledges the resonance of Zach’s advice and expresses his eagerness to learn from Zach’s experience, especially in outsourcing and building service offerings.
  • 34:00 – 36:00 — Zach advises Brad not to rush into delegation, emphasizing the importance of practice and gradual progression towards outsourcing.
  • 36:00 – 38:00 — Zach suggests Brad focus on relationship building, service offering refinement, and experimenting with client work, drawing parallels with another client’s progress.
  • 38:00 – 40:00 — Brad expresses gratitude for Zach’s guidance in making sense of complex business processes and Zach emphasizes the importance of organizing and simplifying business strategies.
  • 40:00 – 42:00 — Zach emphasizes the importance of quality in client work and suggests Brad focus on solidifying his service offering, while still maintaining survival necessities like leads and payments.
  • 42:00 – 44:00 — Brad agrees with Zach’s priorities and appreciates the clarity brought to his previously unordered thoughts.
  • 44:00 – 46:00 — Brad discusses his niche focus, deciding against coaches and consultants, and leaning towards course creators based on his experience and interest.
  • 46:00 – 48:00 — Brad shares his aptitude for organizing ideas into courses and his experience in connecting with YouTubers, identifying course creators as his target niche.
  • 48:00 – 50:00 — Zach supports Brad’s niche choice and suggests various ways Brad can offer services to course creators, highlighting the importance of choosing a focused service offering.
  • 50:00 – 52:00 — Zach asks about Brad’s podcast progress and discusses the value of Brad’s existing brand and followers for engaging with course creators.
  • 52:00 – 54:00 — Zach outlines outreach strategies for Brad, focusing on influencers, agencies, and direct clients in the course creation niche.
  • 54:00 – 56:00 — Brad discusses his potential value proposition for high-income individuals, relating to Nicholas Cole’s ghostwriting approach, and considers offering complete course production services.
  • 56:00 – 58:00 — Zach clarifies the target audience for Brad’s services, emphasizing the distinction between inexperienced course creators and those who are already skilled in content creation.
  • 58:00 – 1:00:00 — Brad and Zach discuss the specifics of Brad’s current projects, focusing on the ‘genius extraction’ process for course content creation and how it aligns with his short form content agency idea.
  • 1:00:00 – 1:02:00 — Zach suggests Brad decide between focusing on course creation or top-of-funnel content, emphasizing the importance of aligning this choice with his genius extraction skill.
  • 1:02:00 – 1:04:00 — Zach advises Brad to experiment with service offerings using current projects and relationships, and to consider the potential of working with influencers in course creation.
  • 1:04:00 – 1:06:00 — Brad confirms his interest in top-of-funnel content, and Zach recommends creating a hypothetical service offering to define Brad’s approach to assisting course creators.
  • 1:06:00 – 1:08:00 — Zach suggests Brad focus on identifying potential clients for his service, using his podcast as a platform for relationship building and client acquisition.
  • 1:08:00 – 1:10:14 — Zach advises Brad to define his service pricing and to start offering it pro-bono to build experience and testimonials, then gradually increase his charges as he establishes his business.