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How To Start A Digital Marketing Agency (Step by Step)

I’m excited to share with you today how to set up a $10K per month AI and digital marketing agency. In this presentation, we’ll explore the steps to building a successful AI and digital marketing agency that generates $10,000 per month or more. Okay? For real, I’m going to give you some steps that you can apply today, and some tips that you can apply before you leave today.

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We’ll cover goal setting, core systems, target clientele, tools and techniques, expertise development, the client funnel, pricing strategies, team building, and the importance of a strong web presence. By the end, you will have a roadmap to achieve whatever your dream is, whatever brought you here today.

Setting clear goals is crucial to any business venture, as you already know if you’ve been following this from day one of this boot camp. Having a good big picture at the back of your mind, in this scenario, we are aiming to have one to ten clients generating a monthly fee between $1,000 to $10,000 within a 90-day to six-month timeframe. But you’re going to hear me stress again, focus on getting your first client or your next client, whatever that is.

Remember, this is an ambitious target, and achieving it is going to challenge you, but like anything worthwhile in life, it’s going to take some work. However, with dedication and a well-defined plan, steady progress is really all you’re looking for, and that’s obviously attainable.

Alright, let me remove that banner from the screen. Hopefully, you guys have hit the like button by now. Thank you. Thank you, thank you. Alright, let’s keep going through this. We have some work to do. Alright?

Steady progress is absolutely attainable here. If you just focus on what I’m saying and follow my lead, that’s it. That’s all I have. Do you have any questions at this point? If you need my personal help, you can book a free session with me. Just make sure you can afford at least a hundred dollars a month before you book a free session with me.

Now, our proprietary systems, which I’ve been sharing with you since the beginning of this boot camp, operate on a three-pillar system: value, systems, and people. The value proposition is clear, crystal clear, okay? When you apply it to the AI and digital marketing agency business model, as I’m going to share with you today, it’s very simple. The value proposition helps businesses acquire more customers and clients—simply put, helping other businesses gain more clients and customers. If we’re talking about healthcare, patients in other industries might be called different names, but it’s essentially the same thing: people whom you provide services to.


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By leveraging AI and cutting-edge digital marketing tools and techniques, we deliver results.

Now, let’s talk about systems at that point in time. Alright? Businesses and business owners, including private practice professionals, with an annual income exceeding $200,000 per year. That’s very important. You need to make sure that you’re spending your resources targeting and marketing to people who can actually afford your services. You can’t afford to provide these kinds of services for free forever. Of course, you can do that to get your feet wet and things like that, right? But this targeted approach allows you to offer premium services and command higher fees.

When I give you this diagram, this big picture that you’re looking at in front of you, you need to start thinking about it as a business. Okay? If you haven’t done that yet, you need to start thinking of it as a business. Now, you have one simple mission: to empower businesses, business owners, and professionals to achieve their growth goals by leveraging the power of AI and digital marketing expertise. How do you get that expertise? Well, you’re here right now, so you have access to all of that. But it’s a moving target. It’s a growing thing.

We combine innovative AI tools with proven digital marketing strategies to deliver exceptional client results.

What are the results we’re looking for? Helping them get more clients and customers. If you can’t comprehend what I’m talking about, this is essentially how they pay your salary or your per-hour job at your job—it’s because they’re able to get customers and clients. I don’t know if I need to stress that even further, but let’s keep it moving. That’s it. That’s all I have. Do you have any questions at this point? If you need my help personally, you can book a free session with me. Just make sure you can afford at least a hundred dollars a month before you book a free session with me.

To deliver exceptional service, we utilize a robust toolkit that includes:

  1. Content Management System (CMS): This system streamlines content creation and management, as reflected in the big picture diagram I’ve shown you.
  2. Customer Relationship Management (CRM) Software: This tool nurtures leads and manages client relationships effectively.
  3. Powerful Analytics Tools: These tools track campaign performance and enable data-driven decision-making. It’s all about the numbers.
  4. DocuSign: This efficient tool manages electronic signatures, crucial for generating contracts and receiving payments.
  5. Cutting-edge Generative AI Tools: These enhance content creation and marketing efforts.

Let’s talk about techniques and services. We’re in the middle of discussing systems—remember, value, systems, and people. Now, instead of systems, let’s focus on tools, techniques, and methodologies.

Our service offerings as an agency would encompass a comprehensive suite of digital marketing solutions, including:

  • In-depth audits to identify improvement areas and strategize growth.
  • Web design and development services for user-friendly, high-performing websites.
  • Social media marketing expertise to build brand awareness and engage audiences.
  • Pay-Per-Click (PPC) advertising campaigns to drive targeted traffic and conversions.
  • Search Engine Optimization (SEO) strategies to enhance organic visibility and website traffic.
  • Email marketing campaigns to nurture leads and foster customer relationships.
  • Business analysis and optimization services to identify growth opportunities and enhance operational efficiency.

These offerings can be provided as a freelancer, charging $1,000 to $10,000 per month, to help businesses achieve their growth goals.

Building expertise in AI and digital marketing is paramount to the success of your agency.

You don’t need to know everything; partnering with subject matter experts in AI or specific digital marketing disciplines can broaden your service offerings.

Invest in your learning and development—attend workshops, conferences, and online courses to stay updated. Embrace a learning-by-doing approach, experiment with different tools and techniques, and share your knowledge by teaching others. Continuously strive to deepen your skills and become a trusted advisor to your clients.

Now, let’s dive into an effective client funnel, which is a key question that often arises, especially for digital marketing agencies. The goal here is to keep it simple and focus on attraction and seamless conversion without resorting to hard selling tactics.

  1. Attract: Start by generating leads through offerings like free audits, discovery sessions, or consultations. These low-barrier entry points allow you to gather information, understand client needs, and build trust by showcasing your expertise through effective questioning.
  2. Engage: Build a valuable content library comprising at least 100 pieces, including blog posts, social media content, videos, infographics, and case studies. This content educates potential clients, establishes your thought leadership, and positions your agency as a trusted resource.
  3. Convert: Once leads are engaged and nurtured using CMS or CRM tools, they become more receptive to your paid services. Use clear calls to action and consider presenting service packages to facilitate easy enrollment.

Now, let’s discuss servicing and pricing. Your pricing structure should be transparent, scalable, and reflective of the value you provide:

  • Client Fees: Charge clients for specific marketing campaigns executed on their behalf, with monthly retainer fees ranging from $1,000 to $10,000. This recurring revenue provides stability and predictability for your agency.
  • Package Deals: Offer tiered service packages bundling different services at discounted rates to cater to clients with varying needs and budgets.
  • Performance-Based Pricing: As your agency grows and proves its track record, explore performance-based pricing models where you charge a percentage of the revenue generated for clients.

As you navigate your agency’s growth, avoid overcomplicating things. Stay focused on the essentials and address challenges as they arise. Only hire team members when absolutely necessary and consider leveraging freelance platforms like Upwork to find qualified virtual assistants or experts for specific tasks.

Remember, simplicity is key. Focus on the three pillars: attract, engage, and convert. Adapt and scale your strategies as your business evolves, keeping your client-centric approach at the forefront.

Absolutely, let’s keep moving forward with developing your agency’s professional and trustworthy brand image, which is crucial for attracting clients in today’s digital landscape.

  1. Create a Professional Website: Your website is your digital storefront. Invest time in creating a user-friendly, visually appealing website that clearly communicates your agency’s value proposition and services. This is where potential clients will form their first impressions of your brand.
  2. Develop a Strong Brand Identity: Craft a recognizable and memorable brand identity that reflects your agency’s values and resonates with your target audience. This includes developing a logo, consistent color scheme, and brand messaging that conveys your agency’s unique personality and expertise.
  3. Be Active on Social Media: Establish a strong presence on social media and other online platforms. Share valuable content, participate in industry conversations, and showcase your expertise to engage with your target audience effectively.

Now, let’s focus on actionable steps to build and grow your agency:


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  • Focus on Getting Your First Client: Landing your first client is a significant milestone that validates your approach, builds confidence, and provides a valuable case study to attract future clients. Keep your attention on this primary goal.
  • Build Strong Relationships: Invest time in building strong relationships with potential clients. Understanding their specific needs and challenges allows you to tailor your solutions effectively.
  • Deliver Exceptional Results: Exceeding client expectations is paramount. By delivering exceptional results, you earn trust, gather positive testimonials, and potentially secure recurring business.

Remember, the success of your agency hinges on consistently delivering value, exceeding expectations, and building long-term relationships with clients. Stay focused on these fundamentals as you navigate the growth of your agency.

Lastly, building a successful AI and digital marketing agency requires dedication and focus. While anyone can embark on this journey, not everyone will commit to the necessary level of dedication and strategic approach needed for sustainable growth.

By prioritizing value delivery, implementing robust systems, and continuously developing your expertise, you can position your agency for long-term success. Stay committed to excellence, persevere through challenges, and turn your dream into a thriving reality.

Identifying your ideal client profiles is crucial for targeted marketing efforts and ensuring your resources are directed towards the right direction. Let’s summarize the key client segments you can target with your AI and digital marketing agency:

  1. Fast-Growing Startups: These startups often have resources to invest in high-ticket marketing campaigns to fuel their expansions. You can assist them with influencer marketing, performance marketing (PPC), and content marketing strategies to acquire new customers quickly.
  2. Subscription-Based Businesses (SaaS): SaaS companies are prime targets for your services as they focus on customer acquisition cost (CAC). Your expertise can help them attract qualified leads and reduce dependence on expensive paid advertising.
  3. E-commerce Businesses with High Average Order Value: Target e-commerce businesses selling premium products with high-ticket marketing campaigns and targeted strategies to capture high-value customers.
  4. Educational Institutions (Private Schools): Private educational institutions require a strong digital presence. You can assist them with social media campaigns, SEO, PPC, and content marketing to reach prospective students and parents effectively.
  5. Luxury Real Estate Agents: Focus on luxury real estate agents who need to showcase their listings in the best possible light. Develop digital marketing strategies to attract affluent buyers and market their properties effectively.
  6. Franchisees with Local Branches: Help franchise chains with local branches by developing centralized marketing strategies for their national brand, providing them with tailored digital marketing solutions.
  7. Established Businesses with High Net Annual Profit: Target businesses and private practices with a net annual profit of at least $200,000. These clients have budgets to invest in high-ticket marketing solutions for significant growth.

When targeting these segments, consider specializing in a specific industry niche over time. Specialization allows you to leverage deep industry knowledge, understand workflows and goals, and develop tailored marketing strategies that resonate with specific industries.

By specializing, you can expand your horizon and leverage existing results as testimonials, positioning yourself as an expert in that particular arena. This approach helps in focusing your marketing efforts and delivering value that aligns closely with the needs and goals of your ideal clients.

Remember, your agency’s mission statement should reflect the value you provide to businesses using AI and digital marketing tools. Tailor this mission to your specialized niche over time to become the go-to expert in that industry.

To attract high-value clients for your AI and digital marketing agency, you can implement a variety of lead generation strategies tailored to your target audience. Here’s a breakdown of effective methods:

  1. Pay-Per-Click (PPC) Advertising:
    • Use platforms like Google Ads and LinkedIn Ads to drive targeted traffic to your website.
    • Conduct meticulous keyword research to target high-intent keywords.
    • Craft compelling ad copy and ensure your landing pages are optimized for conversions.
  2. Cold Email Outreach:
    • Build targeted email lists using industry directories, events, and social media connections.
    • Personalize your emails to address specific challenges or needs of potential clients.
    • Offer valuable content such as ebooks or white papers to demonstrate expertise and build trust.
  3. Cold Calling:
    • Develop a well-rehearsed script focusing on a consultative approach.
    • Tailor your pitch to highlight the benefits of your services and arrange meetings for further discussion.
  4. Social Media Engagement, Especially LinkedIn:
    • Engage with industry groups and publish valuable content to establish credibility.
    • Connect with potential clients and decision-makers through personalized messages and interactions.
  5. Content Marketing (SEO and Blogging):
    • Create high-quality content optimized for search engines to attract organic traffic.
    • Position yourself as an industry expert by addressing common challenges or providing valuable insights.
  6. Offer Compelling Offers and Consultations:
    • Provide free consultations or assessments to showcase your expertise and understand client needs.
    • Offer valuable resources like free ebooks or webinars to attract potential clients.
  7. LinkedIn Premium Services:
    • Leverage premium features on LinkedIn to enhance your outreach and targeting capabilities.

Remember, consistency is key when implementing these strategies. It may take time to see significant results, so stay persistent and continuously refine your approach based on what works best for your agency and target audience.


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