Finding Clients
1. Referrals
How can you encourage and appreciate your referral sources?
This could be from other clients or business partners.
Refer back: this makes you look better to the potential client, too.
Using a gift tool like Thnks to surprise and delight.


2. Networking
Business associations
Professional groups: eg. AMA, Chamber
Conferences: We've got a lot of work from these kinds of groups over the years, but mostly as referrals further out.


3. SEO
Let your website work for you
More passive than active
What if this isn't generating the right clients?
Tighten your messaging.
Ask more difficult questions on your contact form.




4. Content
Blogging, speaking, podcasting
Social & email is more promotional
All of it into a marketing funnel
Educating and thought leadership is one of our core values, and leads are a positive consequence of that content



Tracking Clients
1. Forecasting potential revenueHow do you weigh the value of a client?
Initial spend or monthly x12.
In our system, we also weigh the odds of a win and track that metric.


2. Tracking also ties heavily into follow-up into interested leadsWhat is an interested lead?
We don’t use cold marketing—only follow up with warm leads.
How do you follow up without being obnoxious?Initial follow-up: Just connect on LinkedIn
For interested leads: Offer value and have a reason to follow up




Tools: Pipedrive 
Notion
Hubspot

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