How to Start an Agency [Course & 20+ Templates]

A warm welcome to all students! We will share an overview of the course—expectations, important things you need to know before starting the course, and real-talk on the house you’ll need to grow your agency.

In 2021, I decided to start my own agency during the pandemic. Today, in 2023, we have earned over $2 million. You’ll get the behind the scenes.

We’ll give you an overview of the agency owner mindset, share how hard it actually is, and how you’ll have to position yourself to succeed!

Setting up your company can feel daunting. Many entrepreneurs find themselves overwhelmed in this phase, and spend lots of time getting hung up on details that won’t move the needle. We’ve done our research to help you make this a smooth process. Instead of weeks, you’ll start your company in a matter of hours. This way, you’ll get back to focusing on what you love.

Find the right clients! We’ll show you how to pinpoint your niche, perform research for it, and where to start your client search. The right clients matter more than the competition. There are a lot of services you can offer after you get started. Figure out how to expand to tangible services that can help you bring more profit to the table.

So many ways exist for you to land your first client — word of mouth, referrals, social media, agency and freelancer platforms. We’ll walk you through how to land your first one and writing copy that works.

Pricing too high or too low? Imposter syndrome? We’ll walk you through different pricing models, and what you need to consider when setting up your prices.

This is one of the most important steps in building your own agency. My mentor told me: “Great proposals get you great clients.” I’ve taken this as a mantra and designed a proposal that has a high-conversion rate; we’ll show you how we put it together.

We’ll guide you through deciding your business, how it might affect your taxes, where you need to register your business, what licenses you need to get, what banking solutions are out there, and how to use Slam’s resources and templates to help you save hundreds of hours.

We’ll help you create an onboarding experience that sets the stage for a long-lasting and fruitful client relationship. Do not ignore this step; it showcases how professional you are. Additionally, we’ll share templates that can help you manage your workstreams efficiently, while actively reporting your results.

We have a long list of tools, templates, and software recommendations (at a discount) that will help you scale and grow your agency.

In our bonus module, we'll explore how ChatGPT boosts workflow efficiency across content creation, customer support, research, and more. From crafting compelling copy to analyzing data and pitching clients, learn how to leverage ChatGPT's capabilities for streamlined processes and improved productivity.