Your VIP Deep Dive
VIP Upgrade Opportunity

Reserve your spot with Loren for a Deep Dive into your business.

Limited to only 3 spots. During this exclusive private coaching session we roll up our sleeves to nail your marketing strategy.

Bonus Resources to Prepare for the Program

1. Your Business Success Assessment

Clarify your purpose and direction. The Attract Quality Clients Virtual Retreat will help to illuminate your dream firm path.

Recognize your starting point prior to the retreat. Then pinpoint the strategic moves which will attract quality clients.

Planning

2. How to Stop Filling Your firm with low-quality Clients

Ever have a prospect seem interested at first. Then you realize they’re not ready, not aligned, or not serious? As a result, you end up wasting time on discovery meetings that lead nowhere.

That’s where the ChatGPT Client Filter comes in.

With just a few tailored questions and a smart evaluation prompt, you’ll quickly identify who’s a strong fit, and who isn’t, before investing more time. Use it to screen leads, protect your calendar, and focus only on quality prospects.

3. Develop a Steady Stream of Referrals

Clients are far more likely to work with your firm when they’re referred by someone they trust. And, referred clients typically invest about 13% more than non-referred ones.

Most firm owners dislike cold outreach. Your potential clients feel the same way. They’d rather be introduced by a connection than take a chance on a random search.

Referrals remain one of the most cost-effective ways to grow your firm. With the right relationships and clear guidance, referral partners can send high-quality leads who already respect you and your firm’s approach.

Retreat Handouts

1. Define Your Ideal Clients with AI

Demographics do not truly define a quality client. Revenue, industry, and firm size are not enough.

Alignment exists between you and your best clients.

Use ChatGPT as a thinking partner to define decision behavior, engagement style, and working dynamics. How clients think, decide, and engage matters more than surface level details.

Thinking
only work with ideal clients

2. Attract Clients who happily pay top dollar

Are you tired of being a best-kept secret? If so, then the solution lies in your positioning.

A diluted, generalized message doesn’t grab attention. Whereas a solid, specific message is very client-attractive.

That’s exactly why clarity about your ideal client, their specific problem and how you help grabs attention.

3. Nail Your marketing message

Does your marketing grab attention?

The words you use will either capture attention or get passed over.

Let’s fine-tune your message so you know longer wonder what to say.

choose your niche

4. Stand out as the go-to expert

Doing what everyone else is doing causes you to blend in.

As a result, clients find it difficult to differentiate your firm from others who offer a similar service.

Discover how to go from unremarkable to memorable.

5. Hook High Value Clients

Are you seeking premium clients, but realized you filled your firm with price-sensitive clients? 

No firm owners wants to remain a best-kept secret. 

These are clues that your marketing message is not appealing to the RIGHT client.

V+C=P

That’s the winning formula to build your firm with quality clients.

Psychological pricing

6. Plan Your Calendar

Ever wonder what to talk about?

Without a strategy, your message wanders all over the place.

Consistency is critical. It keeps you focused on a specific topic and gets results. Bottom line – it engages your audience.

A content calendar removes the guesswork. This workflow simplifies the process. No more messaging overwhelm.

7. Your Marketing Personality

Why are some people relatively calm, cool and collected when it comes to marketing while others find it a nerve-racking, emotional roller coaster?

Well, your personality influences your marketing style.

Whether you’re an extrovert, introvert or somewhere in-between, let’s determine what works best for you.

8. Where to Show up

The decision about where to show up and what to say can be overwhelming.

Being effective does not require you to be everywhere. In fact, you’ll get better results if you narrow down your focus.

So, let’s start to dial in your plan. Discover what to emphasize, what to ditch and what to postpone.

9. Your Client Attraction Plan

Most plans end up shelved because they’re uninspiring and never reviewed once they’re completed.

That’s often because they are too complex. Instead of a long to-do list, let’s figure out what to focus on that’s designed to deliver results.

Planning

10. Marketing Math

Let’s crunch some numbers.

Client attraction math is where the rubber hits the road.

By tracking your numbers, you’ll gain insight into what’s working (and what isn’t cutting it).

Retreat Videos

Premium Client Accelerator

Hosted by Loren Fogelman

Mark your calendar: Mon., Feb 2 and Tues., Feb 3

Time: 1pm to 4pm ET / 10am to 1pm PT

Join the online video meeting:

Meeting ID: 856 0525 7860

Passcode: 997219

Check your inbox to verify your email and for training details. See you there!

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