WORKFLOW

πŸ”Ή PHASE 1: Conduct Market Research & Define Your Edge

Goal: Become a 1-of-1 in your market with deep positioning and strategic clarity.

βœ… What We Do:

  • Competitor Intelligence (DFY)

    • β†’ We analyze your niche using:
    • SEMrush: SEO, PPC & content intel
    • Ahrefs: Backlinks, traffic & keywords
    • SpyFu: Paid ad analysis
    • DFY Tool: Crayon for real-time competitor tracking
  • Behavioral Audience Research (DFY)

    • β†’ Tools we use:
    • ChatGPT-4: Trend decoding + persona generation
    • Google Analytics: Audience behavior
    • DFY Tool: Audiense: Social segmentation
  • β€œMarketing Brain” Strategy Hub (DFY)

    • β†’ Centralized in:
    • Notion or Trello for strategic control
    • Originality.ai: Content uniqueness audit

πŸ”Ή PHASE 2: Create a 7-Figure Cold Offer + Lead Magnet Strategy

Goal: Attract dream clients using irresistible offers and magnetic content.

βœ… What We Do:

  • Offer Positioning & Messaging (DFY)

    • β†’ Tools:
    • Brandwatch: Sentiment analysis for emotional messaging
    • DFY Tool: Unbounce: AI-powered landing pages
  • ICP Pain Point Mapping (DFY)

    • Typeform: Real-world survey insights
    • Hotjar: Heatmaps + behavior visualization
  • Lead Magnet Design & Delivery (DFY)

    • β†’ Formats: eBooks, checklists, audit sheets, videos
    • β†’ Tools:
    • Canva: Visual assets
    • Leadpages: Opt-in flow
    • DFY Tool: ConvertKit: Automated nurturing
    • Bonus: Intercom: 24/7 lead chatbot

πŸ”Ή PHASE 3: Build Conversion Mechanisms & Omnichannel Funnels

Goal: Build scalable sales systems that convert across platforms.

βœ… What We Do:

  • Case Studies & Social Proof Assets (DWY)

    • CaseStudyBuddy: Done-for-you case templates
    • Yotpo: Testimonial capture & display
  • VSL Funnel Creation (DFY)

    • β†’ Tools:
    • Adobe Premiere Pro: VSL editing
    • Loom: Personalized videos at scale
  • Cross-Platform Script Writing + Automation (DFY)

    • β†’ Tools:
    • Grammarly: Tone & clarity
    • HubSpot: Campaign automation
    • Bonus: Zapier: Tool integration (Calendly, Mailchimp, ConvertKit)

πŸ”Ή PHASE 4: Launch & Scale Outbound Campaigns with VA Support

Goal: Deploy outreach at scale while keeping it human and personalized.

βœ… What We Do:

  • Cold Email Copy & Prospecting (DFY)

    • Hunter.io: Email verification
    • Outreach.io: Sequence automation
  • Loom Video Outreach + Bulk Video Setup (DFY)

    • BombBomb: Video-at-scale
    • Vidyard: Engagement analytics
  • VA & Appointment Setter Recruitment (DFY)

    • Upwork: Manual team hiring
    • DFY Tool: Belkins: Outsourced B2B appointment setting
    • Bonus: Lemlist: Hyper-personalized email with images/gifs

πŸ”Ή PHASE 5: Refine, Optimize & Close More Deals

Goal: Turn interest into consistent revenue with CRM-driven follow-up and closing optimization.

βœ… What We Do:

  • CRM Setup + Lead Tracking (DFY)

    • Salesforce or Pipedrive
    • Booking via Calendly
  • Sales Performance & Optimization (DWY)

    • Gong: Call analysis
    • Close: Follow-up automation
    • Google Data Studio: Visual funnel dashboards
    • Bonus: Zoom: Sales training + call review

🧲 Final Outcome:

A hands-free lead generation & conversion system powered by:

  • Magnetic assets
  • Humanized outreach
  • Omnichannel funnel design
  • AI research & automation tools
  • A trained outbound team to scale without burnout