Skip to main content

Archives

Categories

Author: agencymasterm

How To Make A Video Audit For Client Acquisition (am01 02)

How to Make a Video Audit for Client Acquisition (AM01-02)

Written by agencymasterm on . Posted in Blog. No Comments on How to Make a Video Audit for Client Acquisition (AM01-02)

“Stop selling. Start helping.”
– Zig Ziglar

Step 1: Set Up Your Tools & Resources

Objective: Ensure you’re fully equipped to perform a pro-level audit and video delivery.

Action Steps:

The right tools make you look professional before you say a word.

Step 2: Choose a Target & Plan Your Audit

Objective: Select a high-fit potential client and gather insights before recording.

Action Steps:

  • Pick a niche and region (e.g., painting contractors in Austin, TX).
  • Research 3–5 key competitors to set industry benchmarks.
  • Use SEO tools to gather intel:
    • Organic keywords
    • Backlink profile
    • Traffic and top pages
    • Primary/secondary keyword themes

Your job is to reveal gaps they didn’t know existed.

Step 3: Record a Professional Audit Video

Objective: Guide the viewer through an insightful audit that sparks curiosity and trust.

Action Steps:

  • Test your mic and screen settings before recording.
  • Create a bullet point outline, not a script, to stay conversational.
  • Tailor insights to the client’s actual website with actionable quick wins.

Show you’ve done your homework and not reading from a template.

Suggested Audit Flow:

  • Intro: Who you are and why this matters
  • Keyword Analysis: Target terms, position, search volume
  • On-Page SEO: Meta titles, headers, keyword usage, multimedia
  • Technical SEO: Speed, mobile UX, internal links, schema
  • Backlinks: Authority score, anchor text, spam risk
  • Entities: Semantic relevance and context alignment
  • Content Strategy: Blogs, frequency, performance
  • Compliance: GDPR, ADA, legal gaps (if applicable)
  • Conclusion: Summarize findings and open the door to next steps

Keep the value high and your pitch subtle. Curiosity converts.

Step 4: Edit to Emphasize Key Points

Objective: Remove fluff and visually guide the viewer through the findings.

Action Steps:

  • Cut out pauses, filler, and tech issues.
  • Add cursor highlights, zooms, or dim background for emphasis.
  • Optional: Add simple titles or chapter breaks.

Respect their time! A 5-min audit can beat a 20-min ramble.

Step 5: Upload & Optimize on YouTube

Objective: Maximize visibility and rank for the client’s brand name.

Action Steps:

  • Go to studio.youtube.com and upload your audit.
  • Include the client’s brand name in the:
    • Title
    • Description
    • Tags
  • Write a keyword-rich description with a summary of findings.
  • Add timestamps:
    • 0:00 Introduction
    • 1:30 Keyword Breakdown
    • 2:19 Technical Issues
    • 3:17 Opportunities & Wrap-up

YouTube is a search engine. Treat your video like content, not just a file.

Step 6: Design a Scroll-Stopping Thumbnail

Objective: Increase click-through rates with an eye-catching, relevant thumbnail.

Action Steps:

  • Use 2–4 elements max (image, bold text, background).
  • DO NOT copy your video title exactly.
  • Evoke curiosity: “Why isn’t this ranking?” or “What’s missing here?”

You only get one glance, make it count.

Step 7: Monitor, Engage, and Adjust

Objective: Track performance and build momentum over time.

Action Steps:

  • Check YouTube Analytics after 24–48 hours.
  • Respond to any comments and encourage conversation.
  • Update tags/descriptions if you’re not seeing impressions or clicks.
  • Reshare the video on social platforms to increase reach.

Videos that perform get you hired. Follow up and follow through.

Recommended Tools to Improve This SOP

Screen Recording & Video Editing

  • OBS Studio – Free screen recording
  • Camtasia – Paid editor with tutorials
  • CapCut / DaVinci Resolve – Lightweight, creative editing

SEO Tools for Analysis

  • SEMrush – Comprehensive audit and keyword tracking
  • SEO Powersuite – Budget-friendly alternative
  • Screaming Frog – Technical SEO crawler

Your tools are only as good as your ability to explain what they reveal.

Book List to Sharpen Your SEO & Audit Skills

SEO Fundamentals & Strategy

  • The Art of SEO by Eric Enge, Stephan Spencer & Jessie Stricchiola
  • SEO 2024 by Adam Clarke
  • Product-Led SEO by Eli Schwartz

Content, Copywriting & Influence

  • Everybody Writes by Ann Handley
  • Building a StoryBrand by Donald Miller
  • Influence by Robert B. Cialdini

Video Creation & YouTube Growth

  • Tube Ritual by Brian G. Johnson
  • YouTube Secrets by Sean Cannell & Benji Travis
  • How to Shoot Video That Doesn’t Suck by Steve Stockman

Mindset, Workflow & Business Systems

  • The 1-Page Marketing Plan by Allan Dib
  • Deep Work by Cal Newport
  • Atomic Habits by James Clear
Grow Your Client Base With In Person Networking (am01 01)

Grow Your Client Base with In-Person Networking (AM01-01)

Written by agencymasterm on . Posted in Blog. No Comments on Grow Your Client Base with In-Person Networking (AM01-01)

“Your network is your net worth.”
– Porter Gale

Step 1: Find a Relevant Networking Group

Objective: Identify where your ideal clients or referral partners spend their time.

Action Steps:

  • Search for local in-person networking groups relevant to your niche:
    • Try Facebook business groups, your local Chamber of Commerce, industry-specific meetups, or platforms like Meetup.com.
  • Attend one initial event just to observe, connect lightly, and take note of group culture.
  • After attending, evaluate:
    • Does the group align with your niche?
    • Are the members active and engaged?
    • Do you feel your personality fits with the group dynamics?

Set a goal before your first event, such as “Make 3 new contacts” or “Identify 1 collaboration opportunity.”

Step 2: Engage in Active & Consistent Participation

Objective: Become a trusted, visible, and valuable member of your group.

Action Steps:

  • Choose groups that match your schedule and personality.
  • Attend regularly. Commit to a rhythm (weekly, bi-weekly, monthly).
  • Contribute by:
    • Sharing referrals
    • Offering resources or tips
    • Giving shoutouts for others’ businesses
  • Look for opportunities to give without expecting anything in return. Building trust is just that easy, and triggers the spirit of reciprocity.

Think long-term. You’re not just showing up to get, you’re showing up to give.

Step 3: Craft Your Elevator Pitch

Objective: Leave a clear, memorable impression in under 30 seconds.

Structure to Build Your Pitch:

  • Who Are You + What Do You Do
    One sentence. Keep it clear, punchy, jargon-free.
  • Highlight Your USP (Unique Selling Proposition)
    What sets you apart from others in your space?
  • Include a Benefit
    Frame your offer in terms of what they gain.
  • End With a Call to Action
    Invite a next step: schedule a call, grab your card, visit your site.

Example:
“Hey, I’m Schieler with Service Lifter. We do no-B.S. marketing for home service contractors. No long-term contracts, and yes, I’ll call you back after the third date. If you want an agency that treats your business like it’s my own, check us out.”

Action Steps:

  • Write and revise your pitch until it feels natural.
  • Practice until you can say it with enthusiasm and confidence.
  • Time yourself. Keep it under 30 seconds.
  • Keep iterating. Your pitch will evolve with practice and feedback.

Nothing is perfect the first time, learn to fail faster.

Build Your Elevator Pitch In Seconds


Be creative with this tool. Good in = good out!

Step 4: Learn to “Work the Room”

Objective: Make quality initial connections with multiple people at every event.

Action Steps:

  • Introduce yourself to new people at each meeting, don’t just stick with familiar faces.
  • Start small talk with questions like:
    • “What inspired you to join this group?”
    • “What type of client are you looking for?”
  • Avoid monopolizing one conversation. Aim to connect with 3–5 people.
  • Treat everyone as valuable. You never know who knows your next dream client.

Every relationship starts with a simple introduction.

Step 5: Schedule One-on-One Meetings

Objective: Deepen connections and uncover how you can serve others.

Action Steps:

  • After the event, reach out to members you connected with:
    • Suggest a 15–30 minute coffee or Zoom chat.
  • During the meeting:
    • Focus on learning about them, not pitching your service.
    • Ask what types of referrals they’re looking for.
    • Look for ways to add value first.

Give before you get. Prioritize relationships over results. The results will come.

Step 6: Follow Up with Purpose

Objective: Keep the connection alive and open the door to referrals.

Action Steps:

  • Within 24–48 hours, send a personalized message:
    • Mention something specific from your conversation.
    • Invite a next step, such as “Let’s keep in touch on LinkedIn.”
  • Connect on LinkedIn or other relevant platforms.
  • Stay visible: Like, comment, and engage with their posts.

Consistency creates memory. Be present in their world.

Step 7: Bring Memorable Business Cards

Objective: Leave a physical reminder that stands out.

Action Steps:

  • Invest in high-quality, thick cardstock or unique materials.
  • Include:
    • Clean branding
    • Your core offer or tagline
    • A small bonus or incentive, such as “Free strategy call with this card”

Your card is your first impression. Make it count.

For Introverts: Common Challenges & Solutions

  • Overcoming Shyness: Start small with smaller groups. Prepare conversation starters in advance.
  • Maintaining Consistency: Treat networking like a scheduled business task. Block it in your calendar.
  • Handling Rejection: Focus on long-term relationship-building. You only need a few solid referral partners to thrive.

Everyone was a stranger once. The more you do this, the easier it gets.

Book List to Deepen These Skills

Networking & Relationship Building

  • Never Eat Alone by Keith Ferrazzi
  • How to Win Friends and Influence People by Dale Carnegie
  • The Go-Giver by Bob Burg & John David Mann
  • Superconnector by Scott Gerber & Ryan Paugh

Confidence, Conversation & Pitching

  • Exactly What to Say by Phil M. Jones
  • Talk Like TED by Carmine Gallo
  • Pitch Anything by Oren Klaff

Overcoming Introversion & Social Anxiety

  • Quiet by Susan Cain
  • The Introvert’s Edge by Matthew Pollard

Mindset, Habits & Influence

  • Atomic Habits by James Clear
  • Influence: The Psychology of Persuasion by Robert Cialdini
  • The Like Switch by Jack Schafer

Decision Matrix for Effective Prioritization and Team Alignment

Written by agencymasterm on . Posted in Blog. No Comments on Decision Matrix for Effective Prioritization and Team Alignment

1. Descriptions of Decision Priorities

This section defines the key decision-making priorities your team can evaluate when making decisions. Each factor represents a different strategic focus:

  • Client Impact: How the decision will affect client satisfaction and loyalty.
  • Revenue Impact: The potential effect on immediate or long-term profitability.
  • Time Impact: The urgency or time sensitivity of the decision.
  • Company Impact: The long-term effect on the company’s growth, culture, or operational health.
  • Resource Availability: The amount of resources (people, budget, tools) available for implementation.
  • Risk Management: The potential risks and liabilities associated with the decision, including legal, financial, and operational risks.

These priorities provide a framework for assessing how different options align with the company’s overall goals.

2. Common Strategic Combinations

Here are some frequently encountered combinations of decision priorities, illustrating the trade-offs involved and how they apply to different company goals:

  • High Client Impact, Low Revenue Impact: This combination prioritizes client satisfaction over immediate revenue. It’s often used to build long-term loyalty, though it may affect short-term profitability.
  • High Client Impact, Low Risk Management: Ensures clients get what they want quickly, but exposes the company to legal or financial risks. Best used when the client relationship is critical, but you need to mitigate potential long-term issues.
  • High Revenue Impact, Low Time Impact: Focuses on maximizing financial returns but may slow down project delivery. Suitable when financial results are more important than speed.
  • High Revenue Impact, Low Resource Availability: Targets high profits but may overburden available resources, potentially leading to burnout or quality control issues.
  • High Time Impact, Low Risk Management: Prioritizes speed in execution but may introduce errors or risks if not carefully managed.
  • High Company Impact, Low Client Impact: Focuses on long-term company growth at the expense of immediate client satisfaction. This strategy may be used when internal improvements or innovations take precedence over client relationships.
  • High Resource Availability, Low Revenue Impact: Optimizes resource use but sacrifices potential revenue gains. This might be suitable when focusing on internal projects or operational improvements.

3. How to Use the Matrix

To effectively use the matrix in decision-making:

  • Step 1: Identify Priorities: Ask yourself or your team which factors (Client Impact, Revenue Impact, etc.) are most important for the decision at hand.
  • Step 2: Rate Each Priority: Use a scale (e.g., 1 to 5) to evaluate each factor’s importance to your decision. You can even weigh them dynamically depending on the type of project or client.
  • Step 3: Analyze Trade-offs: Understand what you’re prioritizing and what you’re sacrificing. For instance, if you’re prioritizing revenue, are you willing to sacrifice client impact or time impact?
  • Step 4: Make the Decision: Use the weighted ratings to guide your final decision, making sure it aligns with the company’s long-term goals.

The matrix becomes a repeatable process for decision-making, providing structure to what might otherwise feel chaotic or subjective.

4. The Matrix Itself

Here is a sample decision matrix that you can customize for your agency:

Priority Low (1) Medium (2) High (3)
Client Impact
Revenue Impact
Time Impact
Company Impact
Resource Availability
Risk Management

https://docs.google.com/spreadsheets/d/1EKCB3L-ocrMY0nkH4gOAogA6hzoI7sKrjRrB_LQ-XEk/edit?usp=sharing

Each member of the team should fill out the matrix according to the specific decision they are facing, assigning values based on the importance of each factor.

For instance:

  • A decision that needs to be made quickly might have a high Time Impact.
  • A decision that’s important for long-term stability might have a high Company Impact.

Once the priorities are ranked, the weighted values will guide decision-making.

5. How to Create an SOP for Your Team and Roll It Out

Step 1: Gather Input

Before creating the SOP (Standard Operating Procedure), have team members fill out the decision matrix based on their current work processes. This will help identify common themes and priorities that can guide the SOP’s development.

Step 2: Define the SOP Structure

The SOP should include:

  • Introduction: Explain the purpose of the decision-making matrix and how it ties into company goals.
  • Step-by-Step Process:
    1. Fill out the matrix for any significant decision.
    2. Evaluate the results and discuss with the team if necessary.
    3. Use the results to guide decision-making, always aligning decisions with company values.
  • Templates: Include the decision matrix template and instructions on how to fill it out.
  • Examples: Provide examples of how to use the matrix for common scenarios your team faces (e.g., client requests, new business proposals, internal resource allocation).

Step 3: Train the Team

Run training sessions where you walk the team through real-life decision scenarios, using the matrix to make decisions. This will help your team understand how to apply the process effectively.

Step 4: Implementation and Feedback

Once the SOP is rolled out, encourage feedback from the team on how the matrix is working. This could involve refining the matrix or adjusting the weighting of factors as needed.

Step 5: Continuous Improvement

Regularly review the effectiveness of the decision matrix. As the company grows and evolves, priorities may shift. Ensure the SOP and decision-making matrix remain aligned with current goals and challenges.