
Kick off the get more clients program with a PowerPoint guided intro, accompanying workbook notes, and a four video bonus Q&A to help you attract high paying clients in 30 days.
Discover the seven-step client getting plan that uses concise lunch-and-learn presentations to educate a captive audience, solve a single problem, and network to move deals closer to closing.
Host lunch-and-learn sessions to attract new clients by delivering focused, value-based education that addresses a single problem, positioning you as the go-to expert and boosting credibility.
Learn a proven seven-step system to generate clients, secure lunch-and-learn sessions, and deliver a powerful, live presentation template that closes deals and builds a repeatable marketing process.
Avoid rookie mistakes by embracing bite-sized weekly lessons, take action today, start now, trust the system, and use available resources to attract high-paying clients in seven weeks.
Discover why and how to create essential client lists, establish a solid starting point from point A to point B, stay organized, and take decisive action to maximize opportunities.
Identify three lists to grow your client base—right now topics, future topics, and bank contact opportunities for lunch-and-learn outreach—emphasizing topics over titles.
Identify your right now topic by your specialty and clear business value, then use a lunch and learn to convert prospects into paid services such as email marketing.
Discover right now topic examples in marketing consulting, including mobile sites, pay-per-click, email marketing, and site structure, and learn how security systems fit different business sizes.
Identify future topics you want to learn and may turn into profitable services, such as mobile marketing and social media management, while noting key benefits for clients.
Identify and contact bank decision makers, such as veeps and branch managers, to arrange luncheon presentations, using warm referrals, targeted searches, and outsourced list building.
Master outsourcing guidelines to hire reliable freelancers: use concise job descriptions, demand prior work samples, negotiate price, avoid unreviewed applicants, and use escrow after project completion.
Avoid rookie mistakes by freely listing topics and people, not prescreening ideas, and embracing progress over perfection, while making full use of provided resources to attract high paying clients.
Avoid missteps by completing the outreach prep, building 50 bank contacts (or 200–300 if outsourcing), and using family and friends to identify banking industry leads for high paying clients.
Take action now by creating your topic and feature lists, building a bank contact list, and scheduling a lunch within seven days.
Create a proven seven-step system to contact your list, using your unique selling message and scripts, schedule calls, and handle gatekeepers and questions to convert conversations into next-step actions.
Craft a customer-focused unique sales message, master gatekeeper and primary contact scripts, answer common questions, and schedule calling time to secure lunch-and-learn opportunities with banks.
Master a proven approach for bank outreach, delivering a free lunch-and-learn that adds value to customers at no cost to you, and use structured voicemail scripts to follow up.
Learn to run a lunch and learn at a client facility with a projector, bank promotion, and professional handouts or bound report to boost credibility.
Schedule your calling time and commit to it, treating outreach as an appointment. Drive the next action—face-to-face meeting, lunch and learn, or moving on from uninterested contacts with promotion templates.
Follow the proven process to avoid rookie mistakes, overcome reluctance to call strangers, and stop chasing perfection by starting now and getting the work done.
avoid excuses and overthinking; trust the system, take action now, and make your own calls to test and refine your area-specific scripts before considering a call service.
Create your unique sales message with the worksheets, customize and practice calling scripts, and plan your calling schedule to prepare a concise 20–40 minute presentation using the provided template.
Create a killer lunch-and-learn presentation with an irresistible title, a concise outline, and engagement to solve audience problems. Also learn to handle nonbelievers and reuse a powerful format.
Create irresistible titles using fill-in-the-blank templates and concrete examples that highlight benefits and solve client acquisition problems.
deliver a short, powerful lunch and learn in 20–40 minutes with Q&A, focusing on one problem one solution—avoid logo clutter and highlight mobile marketing and a mobile-ready site.
Create a compelling presentation by starting with a brief why you, outlining benefits, and delivering main content with steps, rookie mistakes, what not to do, and actionable steps.
Discover presentation enhancers that boost audience engagement, including relatable images, storytelling, personal delivery, and practical tools like a one-page fill-in-the-blank worksheet and screenshots.
Learn to handle nonbelievers with a non-confrontational approach by acknowledging, appreciating, and acquiring more information, or softly taking away when the solution isn't the right fit.
Focus on one problem one solution and avoid presenting about you; allocate ample time for q&a and offer a valuable giveaway like a free book or audio to engage attendees.
Focus your talk on solving one core problem for the audience, not promoting you or your company; keep it concise and aimed at a 20–40 minute lunch-and-learn timeframe.
Create a killer title, refine best option, customize your content, use the presentation template for a lunch and learn, and print cardstock fill-in-the-blank worksheet to practice public speaking with confidence.
Enhance presentations and public speaking by customizing for lunch and learns, practicing with confidence-boosting techniques and proven methods to reduce anxiety and improve delivery.
Customize each lunch-and-learn presentation to fit the target audience, adjusting focus, examples, relatable content, and the sponsor thank-you slide, and tailor calls to action for different businesses.
Record yourself on video and follow best practices by practicing 10–15 times, then extract the best take's audio to rehearse a 20–40 minute presentation, boosting confidence.
Prepare thoroughly for your lunch-and-learn by clarifying expectations, dressing appropriately, arranging a U-shaped room, and coordinating with the bank for food, projector, and Q&A.
Avoid rookie mistakes by customizing your presentation for an audience and investing time to practice. Record practice sessions on video and review the footage to reinforce clear, confident messaging.
Avoid generic presentations; customize for each audience, practice 10-15 sessions and select the best by audio review; never assume the bank has it all covered—set expectations with bank contacts.
Customize your lunch and learn presentation, record a practice session within 24 hours, and use the presentation checklist to confirm details with your bank.
Learn to confirm and commit to your lunch and learn with a bank contact using a simple call script, email template, and checklist to manage expectations and avoid surprises.
Learn a simple, flexible confirmation script for a lunch and learn call, using a checklist to confirm attendance, time, lunch delivery, and setup.
Use a confirmation script with phone calls and follow-up emails for a lunch and learn, incorporating timing, checklist details, and ensuring setup and test runs.
Commit to professionalism by honoring promises, planning for contingencies during lunch and learn sessions, and becoming a dependable pro who delivers value to clients.
Avoid rookie mistakes by always confirming details, using a checklist to cover all aspects, managing expectations, and committing to client engagements.
avoid sending email confirmations only; make a phone call first, use the checklist to guide you and keep both parties on track, and don't let excuses prevent full commitment.
Confirm your lunch and learn with call script, follow up by email if needed, and commit to a no-pressure message that uses the checklist to generate clients and close deals.
Learn to convey your message with no-pressure closing, identify the three next actions, and attract more clients by focusing on your audience and delivering one solution to one problem.
Master ten tips to deliver concise, audience-focused presentations. Use storytelling, stay relevant, customize for your audience, and end with a proactive question-and-answer session to win high paying clients.
End your presentation with power and persuasion by offering a valuable giveaway, collecting attendee contact info, and delivering a clear call to action to grow your email list.
Deliver high value offers to attract clients and guide conversations with no pressure, using clear calls to action and follow-up. Strengthen sales as communication, addressing objections, and qualifying fit.
Avoid rookie mistakes by focusing on solving attendees’ problems, not self-promotion. Improve presentation and selling skills, and sharpen spelling through training to earn more and help more people.
Be yourself on stage; don't pretend or overthink humor or professionalism, and don't stress over the outcome—focus on what you can control and avoid pressure or appearing desperate.
practice your live lunch-and-learn presentation, refine the soft close, and visualize results to close deals. prepare to convert to a webinar as a complementary strategy and invite questions.
Learn how webinars complement lunch-and-learns to generate leads and close deals, with a recap of building lists, contacting them, and choosing between automated and live webinars.
Define webinars as internet-based seminars that save time and money while offering convenience, yet remain less personal than live, in-person sessions.
Use webinars as a complement to live in-person lunch and learns, not a replacement, to follow up with attendees and introduce new products after the initial session.
Balance automated and live webinars to maximize reach and conversions, showing how automated runs replay content and follow up while live sessions provide authenticity and real-time scarcity.
Begin with a lunch-and-learn style webinar, keep it to 60–90 minutes, and use automated options like ever evergreen business system to deliver concise problem-solving content that converts prospects into clients.
Avoid rookie mistakes with webinars and lunch-and-learns by prioritizing in-person sessions, keeping them 20–30 minutes, avoiding overpacking, and using a one problem, one solution focus with automated and live formats.
Commit to live lunch and learns, test webinars, and host live webinars with any audience; record them to fuel automated webinars, while maintaining lifetime access to updated client getting plan.
Continue to rinse and repeat the proven client getting plan by hosting more lunch and learn events, filling your funnel, and applying the step-by-step system for ongoing client growth.
In this q&a session, Drew Loflin guides you to build three lists—now topics, future topics, and bank contacts—while covering outsourcing basics, samples, reviews, escrow, and a sample local business list.
Learn to attract high paying clients by hosting free lunch and learn sessions, booking strategic appointments with banks, and scaling with paid workshops.
Learn to craft concise, persuasive presentations to win high paying clients, including timing, titles, credibility, engaging stories, handouts, and a valuable multi-media giveaway strategy.
Engage audiences in client-getting talks by asking targeted questions, presenting solutions, and balancing discussion with questions and answers. Optimize lunch-and-learn sessions with smart timing and networking to benefit attendees.
Finding clients is one of the biggest challenges my customers and students have. And most of the time its not because of a lack of effort. But rather its a lack of knowledge of how to do it the right way. A better, easier way. This course is aimed to help you end your client attraction challenges once-and-for-all.
Get all the clients you can handle with a simple and proven step-by-step system.
A timeless system and skill set that will produce predictable results.
There are many benefits to following a proven system of client generation. None the least of which you never have to stress about where your next client is coming from. Simply turn the system on and you'll have clients. When your funnel is full you simply turn it off.
Another benefit to this unique system is that you don't have to do much of the work. Most of it will be done by an eager third party partner. Someone who understands the win-win situation you're bringing to them. And that person is eager to help you get in front of your target audience - because they already have them as customers.
Content and Overview
In over 70 lectures and over 3-hours of content you'll learn the exact step-by-step system that we call the Client Getting P.L.A.N.
The Client Getting P.L.A.N. gives consultants, solo-preneurs, independent professionals - in fact, anyone who serves small to medium sized businesses - a powerful step-by-step blueprint to generate new leads and customers in a systematic way.
Included inside this course is not only video training but we also include:
This course covers everything you need to know. I have left no stone un-turned. But if you have a question you can ask it inside the course discussion area.
Here's just a taste of what you'll learn inside this course:
The "P.L.A.N" stands for:
In short, the secret sauce of the Client Getting P.L.A.N. is all about giving a problem-solution focused Presentation over Lunch - commonly known as a Lunch and Learn (L&L) - in front of a targeted Audience where you Network with the attendees after the presentation is over to build relationships and close deals.
While this model is simple to understand there are key success factors that make it work like a faucet you can turn on and off whenever you need more clients.
For example:
As you can see this system is unique. That's one of the reasons why its so powerful.