7 Figure Agency by Joel Kaplan

Follow Along: Templates & Step-by-Step Training

JOB SEARCH (CASHFLOW)

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  1. Ivan Resume
  2. The Goal
  3. The Plan
  4. Where to Find Leads
  5. Lead List Created
  6. Cold Email Messages
  7. DM Messages
  8. VSL Script + Email Script
  9. Google Doc Tracking Sheet

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  • Definition of Job
  • Opportunity
  • Money Math
  • Example of Work
  • List of Companies
  • Ivan Resume for Job
  • Plan Moving Forward
  • Job Application Tracking

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  • Biz Opportunity
  • Amazing3DTours.com
  • Equipment – To Purchase
  • Matterport Training
  • The Biz Plan
  • The Money Math
  • FB Ads – Swipe File
  • Client Website – Templates
  • How to Create Marketing Video

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  • Tattoo Removal Ad Agency
  • Digital Biz Leads
  • Dental Lead Consulting
  • Chiropractor Ad Agency
  • Pay Per CALL Agency

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  • Directory Style Lead Gen Builds
  • Website in a Day
  • Cold Email Marketing Service

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  • Cambly.com
  • YouTube Channels
  • Opportunity Money Math
  • ChatGPT Advice
  • Plan Moving Forward (TEFL)
  • Different Platforms
  • Ivan Plan – Video Scripts
  • Conversation Cheat Sheet
  • Filipinos Can Start Earning

COURSES / TRAINING HERE

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  1. Offer
  2. Competitor Research
  3. Ad Copy
  4. Ad Creatives
  5. Ad Account Structure
  6. How To Set Up New Campaign
    – Create New Campaign
    – Fill out “Campaign Page”
    – Fill out “Ad-Set Page”
    – Fill out “Ad Page”
    – Create Funnel

LEVEL 1 – TRAINING 

Mod 1 – Overview & Landing Page
Mod 2 – Video Page
Mod 3 – Application Page
Mod 4 – Schedule & Thank You Page
Mod 5 – CAM Website
Mod 6 – CAM Email
Mod 7 – Cam Organic Traffic

LEVEL 2 – TRAINING

CAM Coaching Calls
Mod 01 – FB Ads Account Setup
Mod 02 – Facebook Pixels
Mod 03 – Pixel Sniper Method
Mod 04 – FB Ads Introduction
Mod 05 – Facebook Re targeting Ads
Mod 06 – Advanced Auto Emailer
Mod 07 – Facebook Ads Targeting
Mod 08 – Facebook Ads Launching
Mod 10 – Lumpy mail
Mod 11 – Sales Training
Mod 12 – Adding Testimonials

Page 1 – Module 1-4
Webinar + Sales Page
Mod 01 – Overview & Niche Select
Mod 02 – Mock-up Funnels
Mod 03 – Building Your Funnel
Mod 04 – Review Your Funnel

Page 2 – Module 5-7
Mod 05 – Personalized Video
Mod 06 – Your First Client
Mod 07 – FB Ad Account Setup

Page 3 – Module 8-11
Mod 08 – Preparing Client Campaign
Mod 09 – Creating The Video FB Ad
Mod 10 – Pixels Installations
Mod 11 – Terminologies & Structure

Page 4 – Module 12-13 LAUNCHING ADS
Mod 12 – ADS Launching
Mod 13 – Getting Paid

Page 5 – Additional Resources
Ivan – Training Manuals
Dino Gomez Vault – Templates

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Mod 0 – The Nutshell
Mod 1 – The Bait
Mod 2 – The Funnel
Mod 3 – The Ad
Mod 4 – The Agency
Mod 5 – Pixel Hero Boss
Mod 6 – Bare Bone Basics
Bonuses
Coaching Calls
Funnel Downloads

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Webinar & Sales Page
Mod 0 – Mindset
Mod 1- Getting Results for Clients
Mod 2- Landing Your First Client
Mod 3- Scaling to Multiple Clients
Mod 4- Managing Your Agency
BONUS Module

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Welcome! (WATCH FIRST)
Pre-Pillars
Pillar 1 – Setting Appointments
Pillar 2 – Closing Appointments
Pillar 3 – Systems & Scaling
Pillar 4 – Client Results
Resources
Bonuses
FAQ Library

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  1. Getting started. Overview & Numbers
  2. Instantly Guide – How To Send 1000 Cold Emails Day With 50%+ Open Rate
  3. Resource List (Downloads)
  4. Domain and Email Setup Introduction
  5. Buying domains
  6. Forward Domain To Main Domain
  7. Setting up Google Workspace
  8. Setting up SPF
  9. Setting up DKIM
  10. Setting up DMARC
  11. Getting & Verifying Leads
  12. Leadhype
  13. LinkedIn Sales Navigator – LeadHype
  14. Apollo.io
  15. Other sources for getting leads
  16. Verifying Leads – BulkEmailChecker
  17. Formatting Lead List
  18. Email Copy & Resources
  19. Email Sequences
  20. First Lines & Personalisation
  21. Cold Email Sequences
  22. Setting Up Instantly & Adding Accounts
  23. Creating A Campaign – Instantly
  24. Optimizing & Scaling
  25. Analyzing Campaigns and Benchmarks’
  26. Scaling Up
  27. The End

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  1. Setting Up New Campaign

FACEBOOK AD SWIPE-FILES

Dentist Swipe File 

  1. Ivan Dentist Offer (Free)
  2. Ivan Dentist Offer (Paid)
  3. Ivan Dentist Offer (Pro)
  4. Dental Agency Offers (40)
  5. Teeth Cleaning (40)
  6. Teeth Whitening (40)

Million Dollar Agency (Swipe-Files) 

  1. Landscape KR-Reliance
  2. HRT Agency (Hormone Replacement Therapy)
  3. PinPoint Scaling (Medspa)
  4. Car Detailing & Paint Protection Film (PPF)
  5. Solar – NCT Solar
  6. Results Grow.com (Turf Leads)
  7. Roofer Grow.com (AWESOME)
  8. HVAC Grow.com (AWESOME)
  9. Short Form Content (Viral Videos) Real Estate (One Million Media)
  10. Joel Kaplan – Agency Labs – $500K pm
  11. Tyler Narducci – DFY Leads and Sales
  12. Plumbing & HVAC SEO
  13. Dentist – Umbra Media – FB Ads
  14. Permanent Makeup Artists
  15. Contractor.click
  16. Jeff Miller – Agency Scaling Secrets
  17. Boundless Leads (GOOD Acc IS DOWN)
  18. Charlie Morgan
  19. Will Nelson – Online Fitness Coaches

Various Niches

  1. Landing Pages (Marketing Agency)
  2. Real Estate Agents (HD Media House)
  3. Spas + Salons + Beauty Professionals (Spa Strong)
  4. HVAC & Plumbing (Power Selling Pros)
  5. Chiropractors (ChiroQueens)
  6. Real Estate (JungleCat Real Estate)
  7. Website Offer (Lyca Smith)
  8. Solar Leads (Sirius Leads)
  9. Sales Job (Cold to Sold)
  10. Chiropractor (Chiro Leads)
  11. Medspa (RevSpark Media)
  12. Virtual Frontdesk for Medspa (Dedicated Office)
  13. Land Cleaners & Excavation Contractors (Land Clearing Insights)
  14. Kitchen Remodeling (Scale My Kitchen Remodeling)
  15. Cold Prospecting To Fill Pipeline Offer (Sopro)
  16. Gyms Free Trial Offer (Riley Stewart)
  17. Water Damage Restoration Webinar (Jamie Randall)

7 Figure Agency by Joel Kaplan

PAGE 2 – Pre-Pillars

9x Pages Created For 7 Figure Agency Course

Page 1 – Welcome! (MANDATORY TO WATCH FIRST) 

Page 2 – Pre-Pillars = ON THIS PAGE NOW!
Page 3 – Pillar 1 – Setting Appointments
Page 4 – Pillar 2 – Closing Appointments
Page 5 – Pillar 3 – Systems & Scaling
Page 6 – Pillar 4 – Client Results
Page 7 – Resources
Page 8 – Bonuses
Page 9 – FAQ Library

INDEX

1.) Welcome! (MANDATORY TO WATCH FIRST)

  1. How To Build A 7 Figure Agency
  2. 3 Pillars To Scaling (Part 1)
  3. 3 Pillars To Scaling (Part 2)
  4. 90 Day Gameplan
  5. Niche Calculator
  6. A Word From One Of Our Students
  7. What To Do If You Are NEW And JUST Starting Out
  8. Believe in 7FA
  9. MANDATORY TO WATCH OR YOU’LL BE KICKED OUT OF 7FA
  10. Agency Lab Founder Sergio Tavarez – Thing you’ll need to implement to scale your agency to 7Figures FAST
  11. Agency Lab Founder Sergio Tavarez Mindset Session with GJ Feliciano and Sergio J. Tavarez
  12. Agency Lab Founder Sergio Tavarez – This is a wake-up call

2.) Pre-Pillars

  1. The Popcorn Effect
  2. Shiny Object Syndrome
  3. The ULTIMATE Reframe
  4. Overthinking Is Robbing You From Reaching 7 Figures
  5. The LAST Video You MUST Watch Before Taking MASSIVE Action!
  6. 4 Quadrants To 7 Figures
  7. Fuck Your Defense
  8. You Signed Up For This
  9. Innovate Or Die
  10. Overwhelm Reframe
  11. 80/20 Your BRAIN SPACE
  12. Reactive vs Proactive
  13. The 1 Client ILLUSION
  14. Where’s Waldo (Mark)
  15. The FIRE Illusion
  16. How To Become An Infinite Human Being
  17. How To Set Weekly Goals & What To Do On Weekends

3.) Pillar 1 – Setting Appointments

  1. Organic Outreach Masterclass
  2. Paid Ads Masterclass
  3. 60 Appointments Masterclass In Two Weeks With Isaac Ruble
  4. Advanced Facebook Ad Strategies For Your Agency
  5. Cold Email Masterclass
  6. Slybrodcast Voice Mail Drops
  7. Proven Agency Ads
    2 Comma Club Funnel
  8. How To Get Clients With Facebook Groups & DMs
  9. How To Set Up Your Agency Lead Form Ads
  10. Client Acquisition Funnel –
  11. Email Nurturing Templates
  12. Client Acquisition Funnel -Text Message Templates
  13. Referral Program Masterclass
  14. 50 Weekly Video Message Strategy
  15. How To Pack Your Calendar With A Facebook Profile Funnel – Victoria J. Kennedy Masterclass
  16. How To Scale To 100K Months With Power Partners
  17. How To Get An ADDITIONAL 10-15 Appointments/Week With Email Blasts
  18. How To Squeeze The Juice Out Of Paid Ads
  19. How Do You Scrape Every Email + Phone Number In Your Niche?
  20. Isaac Ruble’s Voicemail Training Call
  21. IG DM Masterclass
  22. LinkedIn Masterclass – James Viola
  23. Organic Facebook Outreach Masterclass – Victoria Kennedy
  24. Follow Up System SOP
  25. Cold Messaging + Converting to $ales Masterclass

4.) Pillar 2 – Closing Appointments

  1. Qualifying Call Masterclass
  2. Demo Call Masterclass
  3. Example Training Session With Our Sales Team
  4. Building Out Your Demo Presentation
  5. Breaking Down/Refining Demo Presentations and Q&A
  6. Sales Training Masterclass and Q&A
  7. Going To Deeper Into Sales: Transitions, The Flow, And Q&A
  8. Follow-up Training / Q&A
  9. Sergio Tavarez – The Anatomy Of The Intro Call/Demo Presentation Breakdown
  10. Sales Training and Q&A – Sept 28th, 2019
  11. Sales Training & Live Intro Call – October 3rd, 2019
  12. Follow-up Masterclass – Oct. 31, 2019
  13. Reviewing Daniel Lizarazo’s Demo – November 14th, 2019
  14. What To Do When You Have Some Down Time
  15. How To Increase Show Up Rates
  16. How Atlas Digital uses HighLevel to reactivate old leads + Q&A
  17. Building Out The New Demo Deck – 2020 Version
  18. Appointment Setter Masterclass
  19. Eddie Maalouf Sample Intro Call
  20. How To Sell High Ticket Masterclass

5.) Pillar 3 – Systems & Scaling

  1. A to Z Agency Process
  2. SOP Masterclass
  3. Onboarding and SOP’s on Asana
  4. Simple KPI Training Part 1
  5. Simple KPI Training Part 2
  6. Retention Masterclass
  7. Account Manager Masterclass
  8. How To Create A Job Ad On
  9. Indeed For Account Managers
    Zapier
  10. VA Masterclass
  11. The 100K/Mo Agency Team
    Launch Call Masterclass
  12. Supermetrics
  13. Monday.com
  14. Integromat
  15. Payouts
  16. Request Desk
  17. Client Expectations Agreement
  18. How To Setup Slack
  19. How To Pay VA’s
  20. Disabled Business Managers
  21. Business Manager Setup
  22. Atlas Digital Job Funnel
  23. Monthly Check In Meeting Presentation
  24. Initial SOP Video
  25. How To Setup Your Sales Commissions
  26. The Client Performance Spreadsheet
  27. The 7FA Tracker
  28. The Facebook Compliance Masterclass

6.) Pillar 4 – Client Results

  1. How To Setup And Optimize Client Ads
  2. How To Find Winning Ads In Your Niche
  3. The Proven Email Campaign That Gets Your Clients 30-50
  4. New Google Reviews In Less Than A Week
  5. Real Estate Masterclass
  6. Facebook Ads Optimization Complete Training
  7. Running Local Facebook Ads A-Z Training
  8. Quiz Funnel Ads Training
  9. 2 Way Automation Training
  10. Research Ads For Any Niche
  11. Client Proven Ads & Funnels Swipe File
  12. Portal Training

7.) Resources

  1. Proposal Template
  2. Client Ad Tweaks Guide
  3. Agency/Client Lead Spreadsheet
  4. Team Member/Contractor Agreement
  5. Niche Pivot
  6. Client Performance Spreadsheet
  7. How To Massively Increase Your Show Up Rate And Leads -> Meetings Conversion
  8. Launch Call Presentation 2.0
  9. Atlas Digital Agreement
  10. Facebook Ad Account Appeal Script
  11. Agency Niche List
  12. How To Win Stripe Disputes
  13. GoHigh Level Sequence
    Reactivation Script
  14. Pre Pay Script For Clients
  15. Objection Handling Script For Clients
  16. Daily Email Examples
  17. Operations Manager Job Description
  18. Sales Job Description
  19. Account Manager Job Description
  20. Sample Sales Rep Contract
  21. Sample Team Member Contract
  22. Contractor W9 Form

8.) Bonuses

  1. Financial Tracking Walkthrough
  2. BIGGEST Lessons From Our 9 Figure Coach…
  3. 5 MOST Influential Agency Growth Decisions
  4. Designing And Ordering A Banner
  5. 7 Proven Ways To Get Market Research For Paid Ads
  6. How To Get Any Business Owner’s Phone Number
  7. How To Run Ads To Your Facebook Friends List
  8. VA VPN Hacks & Secret
  9. Shopping Masterclass – Ricky Chen/Isaac Ruble
  10. Sergio’s Bus Session – Denver Mastermind
  11. Building a 7 – Figure Agency Breaking the Barriers to Success in SMMA
  12. The Ultimate Hack To Closing MORE Clients INSTANTLY… Even If You Are In A Brand New Niche And Have Zero References Or Zero Social Proof!
  13. Exclusive Interview With Dan Tieman – How He Went From 10K/mo To 40K/mo
  14. High Level Masterclass – Peter Michael
  15. How Brian Went From 0 To +15K/mo In An Untapped Niche In Less Than 4 Weeks
  16. Down-sell Training – Sergio Tavarez
  17. Bulletproof Agency Resources
  18. Case Study: How To Maximize Your Paid Ads Through Warm Calling, Daily Emails + Referrals
  19. Lead Magnet FunnelBreakdown
  20. 100K/Mo Student Success Interview – Dan Tieman
  21. How Kendall went from 0 to 50K/mo with his E-Commerce Agency
  22. Frame Control On Intro Calls
  23. How To Set Up A Client Map
  24. How To Get More Referrals/Testimonials
  25. The Irresistible Agency Offer Masterclass

9.) FAQ Library

  1. What To Do When Clients
  2. Want To Change The Wording On Ads
  3. What To Do If A Client Is Using Two Agencies At Once
  4. Should You Hire A Part Time Account Manager
  5. How To Do W9s & 1099s
  6. Should You Run Your Client’s Credit Card After They Pause If They Gave You A Date To Restart
  7. What To Do If Your Client Campaigns Are Bombing
  8. How To Access Facebook Support Chat
  9. How To Connect Credit Cards To The Business Manager
  10. What To Do If You Get The “Your Advertising Access is Restricted” Message?
  11. How Do Account Managers Keep Track Of Client Check-Ins?
  12. Client Exit Interview Framework
  13. How To Deal With The “Can I Speak To A Reference” Objection
  14. How To Build A Killer Demo Presentation If You Have No Case Studies, Testimonials, Social Proof, University, Bonuses, Etc.
  15. How To Train And Onboard New Account Managers (High Level Overview)
  16. How To Get Admin Access To Client Pages
  17. How To Increase Lead Quality For Your Client’s Leads
  18. How To Get Client Testimonial Videos The EASY Way (Without Having To Keep Nudging Them)
  19. Should You Hire An Appointment Setter?
  20. How To Redo Your Demo To Sell Courses
  21. How Do We Kill/Add New Ads For Client Campaigns When Performance Starts To Decline?
  22. What Happens If The Client Doesn’t Pay During The Demo Call And Wants To Wait Until Later
  23. How Do We Track Our Client’s Lead Performance And How Often Do We Make Tweaks
  24. How Is Atlas Using Asana In February 2020
  25. How Would You Start If You Didn’t Know How To Get Results With Facebook Ads For A Niche
  26. What Should The SOP Be When You Get A New Video Testimonial
  27. What To Do When Clients Want To Hire Another Agency That Is WAY Cheaper
  28. How To Keep Track Of Followups
  29. Do You Train Your Clients On High Level
  30. How Much Is Atlas Spending On Ads As Of March 2020
  31. How Should You Fire Team Members
  32. Where Is The Best Place To Find Appointment Setters
  33. How We Do We Do Our Recurring Emails For Clients
  34. What To Do With Video Testimonials
  35. What To Do If You Get Blocked Or Run Into Issues With Your Cold Email Outreach
  36. How Is Atlas Using Asana In February 2020
  37. How Often Do We Make Client Ad Tweaks
  38. How to turn your agency into an agency/coaching hybrid like Atlas?
  39. How Do You Scrape Every Email + Phone Number In Your Niche
  40. What If My Custom Audience Gets Less Than 1,000 Matches
  41. How do you build out a 100K Mo agency team
  42. How Do You Optimize, Scale Or Turn Off Agency Ads
  43. How PACKED Should Your Sales Reps Be
  44. How Should You Start Setting Up A Hiring Funnel
  45. How To Hire A Sales Rep
  46. How To Train New Sales Reps And Get Them To Close ASAP
  47. What Are Joel’s Thoughts On Business Partners And How To Go About It
  48. What Happens If My Ads Hit A WALL Should I Change Niches
  49. How To Make Your First SOP
  50. How To Setup And Optimize Client Ads
  51. How would you transition 50 clients from yourself to an account manager?
  52. How do I warm up a prospect who opt’d into my ad but does not know who I am at all?
  53. When should I consider pivoting?
  54. We are running a new ad offer using basic funnel and got 29 clicks but no appointments, what’s wrong with it?
  55. We are having a problem getting consistent appointments, what is your format?
  56. How To Get Admin Access To A Client FB Page

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7 Figure Agency by Joel Kaplan

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