Greg Hickman 18:07
Yeah. And ‘m always updating it. And it’s like, kind of a living, a fairly living, breathing document. I mean, there’s some things that are pretty straightforward there. And so the lesson is like a lesson from that, and I think this is the lesson beyond just this exercise, that’s a tool that can help. Having now worked with like 700 Plus, owners, and also being guilty of many of these things. Like I’m not saying this as if I’m perfect. I think a lot of people are building other people’s businesses like meaning, their definition of success, the way they’re structuring it, what they’re doing, how they’re doing, it is so modeled and influenced by someone else.
And then they, they get it, they hit the goal, because modeling is great. But at some point, you have to innovate. And I think a lot of people don’t, and then they don’t like what they’ve built, and then they go backwards, or they shut it down. And I’ve just watched so many people build something that they’re not happy with, because they never stopped to say, Well, what’s important to me, and this document really helps kind of calibrate that for people. And keep you on track. So yeah, that’s, I mean, I still use that tool today. And I’ve so I’ve, I’ve expanded it and turned it into my own beast.
Jeremy Weisz 19:29
So there’s Brad, right. Yeah. And I know you’re big on learning. What are some other mentors and lessons you learned? I know Todd Herman as a mentor.
Greg Hickman 19:38
Yep. Yeah. Todd’s great. I mean, most recently worked with him on like, making sure the business aligns with a lot of your values. So kind of building off of what we just talked about, but something that’s really been unique with him is like understanding my own DNA, my own like archetypes, and making sure that that’s coming out inside of the messaging in my business. And how I can use that to my advantage to get more clients like the ones that I want to be getting, versus the ones that I don’t want to be getting. So that was kind of like a new level of, of like, almost permission, sadly to say, but like, clarity as well, from him. Taki Moore I have a lot of influence from him really quickly.
Jeremy Weisz 20:30
Greg, Todd Herman. So yeah, um, so do you have an Alter Ego?
Greg Hickman 20:36
I don’t know. Don’t have an alternative. We did not work on your
Jeremy Weisz 20:42
agency has been altered. So people check out Todd’s book Alter Ego. It is a great plastic book. He talks about stuff he did with Kobe Bryant and other people as well.
Greg Hickman 20:53
But yeah, he does say that not everyone needs an alter ego. But yeah, that wasn’t what we worked on. I’m sure I will need one at some point. But that’s not that wasn’t the premise of our engagement.
Jeremy Weisz 21:10
I had to ask them.
Greg Hickman 21:14
So actually, by the way, his children’s book is amazing. Super Me is a really good children’s book for anyone that has kids out there. He co-wrote it. I, unfortunately, don’t remember the CO author’s name. Basically the alter ego for kids, but like, characters are pretty cool. So yeah, shout out to Todd. Super Me.
Jeremy Weisz 21:38
My Super Me: Finding The Courage For Tough Stuff
Greg Hickman 21:42
Super Me
Jeremy Weisz 21:44
I’ll check it out. Eevi Jones is the co-author of that.
Greg Hickman 21:51
Yeah, I mean, my list of mentors and coaches is pretty long.
Jeremy Weisz 21:56
Taki Moore you were saying
Greg Hickman 22:00
Taki Moore I mean, he taught me a lot about creating models, creating intellectual property. Dan Martell, who is a client of that first agency, and also a mentor and coach? Yeah, the list goes, the list goes on.
Jeremy Weisz 22:18
You know, it’s usually the best, like when someone is a mentor, coach, they have a lot of mentoring coaches they learned from and I know, one of the repeating themes that you talk about is expanding revenue through intellectual property. Yeah. So talk about that.
Greg Hickman 22:35
Yeah, so I accidentally kind of fell on it, I think. And I didn’t really know, I didn’t know what I was doing at the time. And I didn’t know that it was intellectual property. Cuz this was pre pre working with some of those people. But I was at system Lee and we were building you know, webinar funnels, like as we refined down, we were like, Oh, everybody wants webinar funnels, like our all of our engagement started with building out, you know, an evergreen webinar funnel, or a series of live webinar funnels, because another one of our clients was John Lee Dumas. And he made the weekly live webinar a thing. And so we kind of really codified how to deliver that, you know, what emails go out when, in what sequence?
How do you segment all the tagging, like it was some of the most ninja automation that was built. And then we were growing, and we hit capacity. We were at capacity. And we were on a phone call with a prospect who checked all the boxes. And I was like, who’s like, how do I pay? I’m like, I can’t take you right now. I’m like, I’m already working nights and weekends where that coffee comes from, I will end up getting divorced by my wife, if I like to try to extend what I’m doing. Like if I try to work any more than I’m working right now. Like, I need to reverse this path. And he was in pain. And he was like, can you just like, show me how to do it? And I was like, What do you mean? He’s like, Well, like, can you just tell me what to do? And I’ll do it.
And we were Infusionsoft certified partners. And at the time as a partner, you were able to like import campaigns into other people’s apps. And so I was like, yeah, actually, I think I can, and he’s like, alright, well, how much? And so I was like, I just quoted 50% less than what I normally charge for our it was like, it was like 8k is what I charged him. And he was like, without hesitation, just paid and I was like, hanging up the phone. I’m like, I have no idea what just happened. I’m like, I just got a K A to show someone how to do what I do. I can give him all of the automation pre-built. Now I need to record videos to show him how to update, because once it gets imported, it’s already working. He just needs to publish it and make sure all of his content and pages are connected. And so I basically did a bunch of tactical videos like, Hey, here’s the steps, made a little checklist, here’s what you got to do, which we had, because it was an internal SOP, basically.
And so I cleaned up the internal SOP, added a couple extra videos, and handed him the Google Doc. And he was like, This was amazing. And I was like that was infinitely easier to do than the other work that we’ve been doing over here. Like how do I do this again? And so that was kind of the oh, wait, we know exactly how to do this thing. And we have a very special way in which we do it. That works for everybody. How do I make it transferable to them, so that it’s less work for us? And that was like v1 of me kind of having this hybrid delivery model of like, I’m going to show it to you and give it to you. And then we’ll quality control it. And I’ll answer any questions over this window of time, let us know if you need any help. And then 11 months later, that revenue stream surpassed our agency revenue, which is actually done for your service revenue. And it became its own seven figure income stream. And I was like, there’s something to this.
Jeremy Weisz 26:47
What did the ongoing look like within that? Was there an ongoing piece included? And then after that some people may need support? So what did the ongoing tech look like? Because I could see like you’re saying like, listen, we sold it? It’s super profitable, because we don’t have to go in and do the work like you’re now handling it? Yeah, um, but what did you decide, okay, we’re going to include this in there. And then after that, you may get a call in six months and go, Hey, we’re not sure. Can you help? And then how did you price that?
Greg Hickman 27:24
Yeah, so at that time, we had a couple of clients on a recurring package that you guys were on. That morphed over time. But the short answer is, for a while we didn’t have anything that was ongoing. And hey, every agency owner in the world, that’s okay. Not everything needs to be recurring revenue, despite what everyone tells you, you should actually get paid up front for some things. And there should be a finite end to projects. If you are a website designer, I’m calling you out if you deliver one off projects and turn it into a subscription, so that you can trick yourself into thinking you have recurring revenue, that is not recurring revenue.
That is a dumb move. very dumb move. So there are some things that need to be done. Like that, we installed a webinar system once that thing was live, very minimal maintenance was really needed. And I was able to give them some videos where they could maintain it themselves. Because here’s the thing, all of the crappy work. I say this nicely, like, all the work that we didn’t want to do came from the maintenance. So yes, we could charge a recurring fee to maintain it. But like, I always use the analogy. And every agency, please feel free to steal this and use this because a client gave it to me. The engine builder is diverse, the pit crew. We built beautiful engines that made people a lot more money and saved them a ton of time.
But come race like so race car, like building the engine of the car. But like, who is not jumping over the wall and changing the tires on the day of the race. The guy that built the engine, he’s up in the suite having champagne, right? He’s chillin, like so. Like, you don’t need to be both. And all of the work that we personally dreaded that had us working nights and weekends was all of the stuff that we agreed to just to have recurring revenue. And so like version one of it was we didn’t because we wanted to get away from it. version two of it was how we structured it was like done with your consulting.
And so we called it automation advisor, intentionally, and we basically met every month and we said hey, What’s on your radar? Where else can we streamline your business, we’re gonna build it together. And you can watch over our shoulder. And we’ll do some things, you know, outside of that. But like, it was clients that had someone in house that was starting to take the lead, like the training, they had someone in house that was going to become responsible for the day to day management of the tool. And we just built cool stuff with them and showed them the answers to those questions for that person. So we became a resource for their internal person. And that works great. I mean, we had, you know, dozens and dozens of clients on like, a 2k retainer, for that.
Jeremy Weisz 30:42
Talk about, you know, Greg, the evolution of pricing? Right. Because you started off? Actually, not with us, I don’t believe but you charged $200 I think to start a basically said, I’ll do anything. Okay, so just walk me through the evolution of these two, then I mean, if you would have told your $200 A Month SELF, I’m gonna charge 8k For just hitting a button. I mean, obviously, there’s a lot more that goes into it. Yeah. But you would have told yourself, you’re crazy. Probably. I don’t know. Yeah, when
Greg Hickman 31:22
I wouldn’t have believed it was possible. So when I first started the business, I was enamored by this concept of productized services. And at the time, there weren’t a lot of them. And the first real famous one was called WP curve, which was 99 bucks a month, unlimited WordPress support, you know, one request at a time. And that was like, the first real big time productized service was under the umbrella of an unlimited service subscription. But it wasn’t really unlimited, because there were a lot of constraints. But like, a lot of people now automatically think that’s the only way to productize and it’s not and it’s like so it’s like unlimited service.
These are all the things that are included for this monthly fee. And so I was like, Oh, well, like no one’s doing that for Infusionsoft. That’s gonna be my plan. But like 99 is a little bit too cheap. Infusionsoft is kind of complex. I’m gonna go 200. And, and so we’re gonna go big time. I’m Yeah, big time. deviling. And so, but mind you, for all of you listening. This was like, I just got inserted. I just got certified in Infusionsoft. Like, I was in love with the tool. I was better than the people that I or my clients, but I was by no means a master.
Jeremy Weisz 32:43
You know, I’m, I get that mindset of like, it’s unlimited. But it’s, it’s unlimited, like one thing at a time. So yeah, like, ultimately give us like 17 things, right? We’re doing one at a time. So they’re limited. If you’re doing whatever you want, for three, four or five days or whatever, they’re really getting whatever, per month. So I get it.
Greg Hickman 33:03
And so for me, it was how I structured it. So again, this was early days, I didn’t know what people really valued, what they cared about, what they were going to need. I didn’t know what I wanted to necessarily build out of it. I just knew I needed more reps. And so every engagement, I was like, hey, like, will you commit to 90 days. And, like, we agree to revisit at the end of 90 days, and like, see how it’s working for both of us. And that was intentional, because like I knew I wanted an out if I didn’t like it. And so we had a handful of clients come in at 200. Yeah, we got seven clients in six days.
And I was like, Whoa, one call closes, either because the price and or the pain, and it was a combination. But like it was taking me like months to sell my other service when I was my first agency. And so I’m like, Alright, there’s something to this. The next couple, I bumped up to 300 500. And then I went to 1000. And it was actually Dan Martell that. Like, I had been following him and he put out a request for help. And I was like, Yeah, I can do that in like five seconds. And he’s like, well then do it. And I’m like, Alright, cool. So I just did it for him for free. Show him. And he’s like, if you can do it, if you can figure this thing out that none of these five other people that I paid a lot of money to can figure out, he’s like, you’ll be hired and I was like, done and I can research forever. And then I figured it out very quickly, but I researched a lot.
And we solved the problem. And he’s like, Alright, cool, like, how do I hire you? And I threw out my plans, which at the time, the highest was like 1000 bucks a month and he was like, do I need something? I need to pay you more for what I’m gonna need. And I was like, Oh, okay. And so he was the first one that became like our higher price point. And then I hired him as a coach. And he was also the one that was like I’m saying this as a, as a coach, not a client, he’s like, your model sucks. It’s not safe, it’s not scalable, take good care of me on the way out, sort of thing. And I was like, that was really, you know, like, I will never forget that. And that was a kind of evolution.
But yeah, it started at 20 bucks a month, because I didn’t know what the client valued. And I didn’t know what I would like doing. But I can tell you, you get seven clients, and you work with them for 90 days doing just about any and everything. At the end of those 90 days, I’m like, I had a laundry list of things that I never wanted to do again. And I had a laundry list of things that I knew that were moving the needle for them that were far more valuable than 200 bucks a month. And so it got me going, and it got me inside to see and know what to package. Now, I wish I could say that I was smart enough to have known that that’s what I was doing the entire time. But it was mostly figuring it out along the way.
Jeremy Weisz 36:02
Greg, for the intellectual property part. So you discover this kind of because you’re at capacity. And the person’s like, I still need you. And you’re like, well, here’s what I can do. Right? Um, you know, when we think about that for a second,you know, you’re, you’re like, Okay, $8,000 When you go, were there people that clients started rejecting, because they didn’t want you just to set it up and walk away. And they wanted you actually to continue to do stuff. Like when you’re having these conversations, because from then you start selling more of like, here’s everything and do it yourself.
Greg Hickman 36:45
Yeah, so. And there’s definitely a lot of like, little bouncing back and forth from a timeline perspective. But yeah, I mean, there were a lot of clients that we turned down. Because we didn’t want to do more things that they wanted us to do. And we walked away. We didn’t take them. Because I had already learned that the hard way. So I was like, I know that taking this on is not the right move. It’ll hold us back. I would love to work with that person. But I can’t promise I can’t promise to do that. And so yeah, we walked away from a decent amount of deals that would have been great short term money, but would have broken us. Because it would have had us deviate back to going to the process, it would have had us deviate from our process.
And the process is what allowed us to stay lean, and really efficient and serve the amount of clients that we were able to serve with the size of team that we had in the time that we were doing it. And so to take like one or two of the wrong client, even though the money was good, it would throw a wrench into all of the stuff that we had put in place. Now, guess how I figured that out? Because I did make the mistake and took a couple of the wrong ones at some point. But then, you know, you grow up and you figure out that that’s, you know, what do they say? Like sometimes if it’s easy now, it’s usually harder later, you know? So like, choose hard, do it, do the hard stuff first, because then it’ll be easy later. It was kind of like that was what I experienced?
Jeremy Weisz 38:25
I mean, you have to be disciplined, somewhat, because you’re gonna get pulled into people wanting you to do more, right? Yeah. So I love that in probably the agency’s, I want to talk a little about the sweet spot of agencies you work with, because some agencies may already be, I’m not gonna say too far gone. I will say that too far gone, because they’re used to doing it a certain way. And you coming and saying this is like too much of a shift. Right?
Greg Hickman 38:54
Yeah. 100%
Jeremy Weisz 38:57
Yeah. So I know, like for me when you talk about this, and I want to hear some of the people you’ve worked with and how they’ve implemented this intellectual property, but like Zen Pilot sticks out, right? That seems like they’re, again, like, bigger, but like, have kind of this type of model. And we’ll talk about some examples. But from your way, you’ve helped people deal with intellectual property, but what’s the kind of the sweet spot for you that you find is like, actually good. They’re at this point, and they’re trainable. They’re not too far gone, etc.
Greg Hickman 39:34
Yeah, it’s. I want to be careful because like, this gets clearer and clearer every single day. And like, there’s just so many nuances, which makes my life actually a lot more difficult from a lead generation perspective. But like, it’s not always revenue based. If I had to kind of pinpoint revenue, I would say like the trend that I If I could catch someone between, you know, as low as 32k a month to like 50 to 60k a month. Usually, their team is lean enough to be nimble enough to make some kind of transition and pivot, if you will, because you do temporarily have to juggle most of them with your current clientele, that we’ll just call legacy clients with this new way of doing stuff. And like, not everyone has the same level of risk tolerance.
And so like, the $2 million a year agency that has zero or negative profits that wants to do this, because they want to, but they’re unwilling to fire half their company, because they’re bloated as it is to make this happen. They won’t make that move. And it’s they dilly dally for so long that it gets worse. And we can’t affect change, because they won’t make some hard decisions. And it’s, it’s tough to argue with it. Like I know, I have difficulty at that stage to like, you want to be taking care of people.
But like sometimes, again, we talked about earlier, most of them die from indigestion. And so like, they have all of this operational complexity and drag that is there at this stage to just pay the bills, barely. And now you’re saying you need to go do this new thing? Well, they don’t even have bandwidth or capacity to do any of that stuff. They can’t. They’re over utilized by every single person. And they don’t have the personnel to do it, and they don’t have money to go hire new personnel to do it. The answer is you actually have to take a step back in revenue, and probably people to free up that capacity. And we’ve had, unfortunately, taken clients that were in this stage.
And like, you know, we weren’t, we didn’t really get testimonials, because we weren’t able to do anything, because they couldn’t make some of those difficult moves. And that’s why we don’t really, you know, we have that candidate conversation now like, hey, like we can help if you’re willing to potentially make some of these moves, which are going to be very painful, and, unfortunately, are going to hit your ego really hard. And you know, I can tell Mr. And Mrs. prospect that you have a big ego, that’s fine. And this is going to hurt like, can you deal with that? And most, most of them that are like, over 1,000,00 2 million are just like they won’t do it. So yeah, like the earlier the better, the less team, the less whale clients, the better. In my opinion
Jeremy Weisz 43:08
I want to talk through some of those hard decisions. Because sometimes, you know, you’ve been through this before, you could say, listen, here’s the hard decisions you need to make if you listen to us, you know, it will happen. Right? And maybe I don’t know if we’re gonna talk about Chris Bayless and his journey a little bit, but, you know, maybe the hard decisions he had to make and what happened and how he, you know, yeah, Chris has intellectual property and to
Greg Hickman 43:35
Chris’s story is really interesting, I think, because it kind of hits both sides of the coin, because Chris was a consultant. So like, I mean, he was already quote, unquote, a step further than most kinds of service bass people. I mean, he did, he rolled up his sleeves and did a lot of work. But he worked with nonprofit organizations on sponsorship, like, how to get sponsors for, you know, your events, and festivals and things like that. And, you know, he was flying around the country 40 odd times a year to say the same thing in a different room, which, you know, he was exhausted, his wife did not like him flying all over the country, 40 to 40 some odd times a year.
And so he was like, I’m making a ton of money. But I’m working all the time and traveling all the time. Well, let me try to figure out how to hire. And so he would go higher, and he’s like, sweet, I got all this stuff off my plate, but then the clients really just wanted him. And so then the team was really expensive, because he had such a unique experience that like he had to pick in order to offload to not have to travel he needed really expensive people. And so he was hiring people that had a certain level of experience as he did. And there was a challenge in managing those sorts of people because they easily could have been doing this on their own.
And so it’s like, okay, I can make a ton of money by myself, but be miserable, or I can delegate and make way less money. But a lot of this stuff is still coming back to me. And the clients are still complaining because they want me, it’s a lose, lose. And so like he did that two or three times before finally, like coming to us. And when we unpacked what he did, back to the process, I’m like, alright, well, like take me through, like, do you have a method or approach to hit that goal? Because he was just like, we’re gonna help you get sponsorship. And I was like, Okay, well, how much sponsorship how fast like, to who and what type of company is like, there’s a certain value size, like, we got really crystal clear on like, The Who, and like, then it became, well, I can get them their next sponsor in X time.
So it became a very specific offer. And we launched it as a done with you, cohort. So I’m like, they all want you, they’re gonna get you, but they’re gonna get you with a small group. And so he within like, 31 days of working together, we showed him a very high level, like, Hey, here’s how you’re going to move them through this nine step process, there’ll be helped him pack out, but unpack, and then you’re going to teach them live over the course of X weeks, and answer questions along the way, you’re going to give them these resources. And he made like 30 to 60 grand in the first like two months. And then he went into our next level program, or mastermind, and he scaled that one revenue stream to over a million in about 16 months.
And once he generated the first like 40 grand, he’s like, I’m never flying anywhere ever again, to do this. Because it was so much easier, it was way more affordable. And he used to charge like 25k to go to all these places. When he launched, the first thing was only 2k. Now, they charge I think around like eight to 10k. So it kind of ended up netting out, just shy of 50% of what it was when it was like one on one done for you. But he’s not involved. You know, two years later, he’s not involved in sales calls. Tech, he just went on a three week long vacation, and didn’t date like his team doesn’t even need him like he does not need it for anything at all.
Again, I can’t take credit for all of all of that, or really much of it is most of it him. Like we just kind of showed him that it’s possible and like gave him the structure to do it. And what is it? It’s a combination of videos, instructional videos, like how do you facilitate change with the worksheets, the assets, the tools that he was literally just using himself already, and showing them how to use them so that they could get the result and offering up leverage consulting in a group format. And specific touchpoints throughout his process, where they would unlock, you know, bottlenecks and things like that. And like so, you know, he hasn’t done a one on one in three years. And he’s, you know, I think, approaching 3 million a year in revenue. And he’s got like a pretty lean team.
Jeremy Weisz 48:22
I was gonna ask about the pricing, and I love kind of how you broke down that piece? What’s the length of the program that they decided on to deliver it over?
Greg Hickman 48:33
I think is it 90 days now? Yeah. So it’s certain it’s a certain amount of sponsors or sponsorship dollars within that window of time. And yeah, there was no recurring revenue on that for almost two years. And he still did it. And then he added up, like a mastermind for systematizing it, he’s rolling out a done for you. He’s now at a level where he’s going to bring back a service where they do it all for you at a really high percentage of sponsorship raised. And so like I mean, like he kind of is bringing back in different components to bolt on to make this thing.
A term that I’ve been using a lot. That is what he’s a perfect example of doing is like delivery agnostic. So I’ve been saying like, the premise of alt agency alternative agency is to in today’s world, the lines between what we know as a traditional agency will just say the labor we’re going to do it all for you. We got you don’t worry to consult a course creator to facilitate or to mentor to coach. The lines of those things have become so blurred with SAS software with a service, right like If you don’t look at those as opportunities for you to be better as a provider to your client, I think you’re missing a huge opportunity. And so like, how do you use those to your advantage and not just being? Like, I’m not a coach like, Well, do you actually have to coach your team to take it off your plate? Why can’t you coach their team? You actually coach them on strategy right?
Now, if I had to, if I had to guess, right, you already consult them. You already give them strategy and your retainer for free. It’s not even a line item. It should be but it’s not. You can charge for that. Like, there’s all these little things that like actually are, you’re already kind of doing it. In most cases, it’s just you’re giving it away. And so like, he’s able to now install this repeatable system and show them how to do it, then now he can bring back the done for UPS. So yeah, and just to call out an example, that everybody will know, Alex Hormozi, at least most people that will listen to this probably know, I interviewed him on my YouTube channel.
Gym Launch is the perfect example of this. And in his book, you know, $100 million offers, he talks about how he uses the word productized. He went around the country, helping Gym Launch. I’m gonna help you fill your gym in 30 days. And he did everything he wrote the ads, he filmed the ads, he did the he did the sales got like he did the whole process. And he got hired. And so he’s like, let me just show you how to do it. I’m done flying around, like, and so he guided them through the things that he did and had them do it and it still worked. And so then he’s like, Okay, well, like, how do I do this with multiple people at once?
Well, let me record these videos, because everyone needs to do the same thing. So like everybody, watch this video, everybody fill out this worksheet. Oh, you need help hop on my office hours call, Oh, you want us to build out this one piece for you. We’ll do that one piece for you. And then hand it off to you, Gym Launch was a 16 week build out an acquisition funnel into a o of four year mastermind, which was, will help you now run an actual gym because you need to hire people, you have operations, we’re going to coach and train you and give you our systems around operations. Because you can’t just keep selling people because you’ll blow up. And it’s a hybrid, right?
There’s like group calls, there’s some done for you. There’s pretty watched videos, there’s templates and scripts, like is it a service? Is it an agency, is it a coaching program? Of course it’s all of them, and I like to merge together to move someone from point A to point B in the most efficient way possible for both parties. And that’s also a productized service. It just uses all of those ingredients to get the result. And almost every single agency can do the same thing, in some way, shape, or form. We’ve worked with a variety of digital and creative agencies that are able to pull this off in some way, shape, or form. And that was a huge rant.
Jeremy Weisz 53:11
No, I love it. Um, Greg, I know we’re a little bit over time. I don’t know if you have a few more minutes. But I have two last questions. I have many more or less questions, but I’ll keep it to this case. But um, the two last questions I want to hear about some of your favorite people always probably ask you all the time, what kind of tools and software you use, and I’m gonna pull up the page, but I want to hear some of your favorites. And then at the end, I want to hear just how people work with you. But start off with tools for a second. I’m also going to just pull up your website here. Before
Greg Hickman 53:49
We started recording, and we joked around like we’re in the process of redoing our website, because it does not even do the best job of articulating what we do anymore. But these are some tools that we use. whatever tool you use, is the best tool to use is really the answer like the tool isn’t going to save you. But I mean, what’s that?
Jeremy Weisz 54:16
Don’t tell me that. The tool? Yeah, what are your favorites? And we’re AltAgency.com/tools.
Greg Hickman 54:23
And I’ll see some of my newest favorites or our main favorite tool right now is Notion. I mean, we run our entire business on Notion. There is Notion, I think, easily any person can run their entire business, or operationally, procedurally with a notion up to three to 5 million. And there’s other people that are saying that too. That’s not just my view, but it’s really powerful. It takes a little while to get set up because it’s kind of a blank canvas, but there’s a lot of cool templates that are out there. We give our clients all of our pre-built templates inside of our programs as well. That’s one of my favorites like project management, task management SOPs.
All that stuff lives inside of Notion. The next one is we’re newer but like some sort of automation tool, we you know, we were certified and all this stuff like we used Active Campaign and Infusionsoft, we’re in the process of migrating right now to go to a higher level. It’s not I don’t think it’s as great as everybody says, but it is all in one. And it does the job and makes a lot of things pretty simple and is getting better and better. So we’re using that right now. And I think for an agency that’s trying to like, keep it simple, you know, calendaring, pipeline, email broadcasts, membership content, all that stuff is really powerful. Inside of there, I could do most of our business with just those two.
Jeremy Weisz 56:02
Love it. Yeah, there’s a lot more on here. You can check them out. Talk about how people work with you?
Greg Hickman 56:08
Yeah, so we have two different programs. Navigator is our kind of flagship program, it’s a four month experience to start. And it’s really for the you know, service provider who has kind of validated who they serve and what they sell, it might not be packaged and positioned appropriately. But like, you know, you’re good at Facebook ads for this market, or brand identity for that type of person. All of your clients might not represent your ideal client, but you know who they are. And you really want to kind of productize that, refine it, package it into that one promise that you can deliver over and over and over again, navigator will help you refine that packaging.
And it’s actually not on our website right now, this is all coming. And basically what it does is going to help you deploy your delivery system, sales system and marketing system for that one core offer. So that you kind of have an end to end client journey that is systematic, and predictable. The ones that stabilized and you’re like cash flowing consistently or not having up and down income months. from either a lead flow or a cash flow perspective. Our mastermind the Trailblazer Collective is for you. And that’s like if you want to scale, add a new revenue stream, through intellectual property, you want to bolt on training, you want to do full time consulting or coaching so that you can grow through monetizing your expertise, not just hiring more people. So it’s kind of there for the journey.
Jeremy Weisz 57:57
Love it. Greg, I want to be the first one to thank you. Everyone shout out AltAgency.com more episodes of the podcast and we’ll see everyone next time Greg. Thanks so much.
Greg Hickman 58:08
Jeremy. Thanks so much.
