6. The agency method
Want more freelance or contract work?
Don't only chase clients.
Chase agencies.
Find web agencies.
Find design agencies.
Find marketing agencies.
Find software consultancies.
Then offer yourself as the person they can call when they have overflow work.
One good agency relationship can send you multiple projects.
You don't need 20 clients.
You need a few good sources of clients.
I used to be a chronic procrastinator and it left me an absolute shell of a human. doing things immediately and with intense urgency was truly the cure. you think of an idea and you write it down instantly. you think of someone and you text them on the spot. even a mundane task like putting your laundry away gets done the second it appears. stop leaving things for later. just do it now
Sales tip: Break sales process into micro sales
1. Cold call ➞ Sell the curiosity
2. Discovery ➞ Sell the problem
3. Demo ➞ Sell the solution
4. Closing ➞ Sell the results (ROI)
Focus on ONE step at a time
If you're going to be wildly successful, you have to be wildly unusual. Your life won't resemble the lives of the people around you.
You can learn a lot from Outliers, but you can't copy them.
Warren Buffett studied at the feet of Ben Graham, but rarely copied him. He did his own things with his own rules.
The style of your success has to fit who you are.
It is an unwritten rule of life that if you think in decades and believe everything will work out in your favor, you will experience a level of success most people can’t comprehend.
my father always told me: "if you want to go for a run, go for a run, don't look for company. sooner or later, on your fifth run or your twentieth, likeminded people will find you themselves." and only recently have I realized that this principle works everywhere.
the fastest way to trigger neuroplasticity isn't playing brain games or reading research papers. it's forcing your brain to fail repeatedly at something you have zero natural talent for. high frustration is the literal chemical signal that forces synaptic rewiring.
The best career advice for young people is to just focus relentlessly on 3 things:
1. Get skilled. Technical skills, writing skills, people-orchestration skills, everything.
2. Get involved contributing to a mission you're aligned with. It doesn't have to be pure bliss and your contribution doesn't have to match your top strengths exactly. But at the end of the day you have to feel some pride in what you did or what you learned. If you can find something like that while becoming skilled in a number of different ways then you'll find ways to increasingly wrap your skill profile around it (and you'll find/develop strengths in your skill profile that you never expected).
3. Pick up momentum. If you do (1) and (2) right then you've got direction and potential and all that's left is to sprint forwards and achieve it. The more momentum you pick up, the better you get, the more real value you produce, the more opportunities you create, the more you get noticed, the more value you capture into your own life, the more effort you want to put in... you create a virtuous cycle with so much momentum behind it that it becomes an unstoppable virtuous cyclone.
Using cold-email to sell an offer that is not cold-email is how you grow a portfolio of offers that work and fulfil without you.
Taking your savage sales processes into old, dusty markets full of people who hate marketing is one of the easiest ways to create leverage.
Fractional CFOs are a perfect example.
These are highly technical people. They understand cash flow, forecasting, margins, reporting, debt, hiring, pricing and financial strategy.
They can walk into a business and create serious value.
The problem is most of them hate selling.
They do not want to build offers and lists, write cold email copy for the offers, setup LinkedIn outbound, follow up with prospects, or run sales calls all day.
They just want to do the work.
That creates an opportunity for someone who is good at sales and marketing.. AKA you.
How to acquire a fulfilment partner for this offer:
Go on LinkedIn and build a list of fractional CFOs. Find the ones who are independent, recently launched their practice, have open capacity or clearly need more deal flow.
Reach out and sell them on becoming the value officer inside your company.
You handle the positioning, offer creation, outbound, sales process and client acquisition.
They handle fulfillment.
Maybe the CFO tells you he normally charges $3,000 per month.
Fine.
You work with him to understand exactly where he creates the most value, package that into a stronger offer, choose a market with an expensive financial problem and sell the engagement for $5,000-$7,000 per month.
The CFO earns what he wants.
You can structure the economics 50 different ways, you need your CFO to be open-minded and collaborative and sold on the vision.
But a simple one would be to figure out what he wants and take it to a market that can afford to pay 2x more.
You keep the monthly spread for creating and managing the opportunity and support.
You are pulling the value out of a technical expert who has never properly packaged it.
Maybe he is great at helping agencies understand client profitability.
Maybe he helps construction companies fix cash-flow gaps.
Maybe he prepares founder-led businesses for debt or equity raises.
Maybe he installs weekly forecasting and financial reporting for companies that have outgrown their bookkeeper.
Each one can become a separate offer.
Once you close the first client, document everything.
-How you found the account.
-What triggered the outreach.
-What message created interest.
-What questions were asked on the sales call.
-How the CFO diagnosed the problem.
-How the service was delivered.
-What reports were created.
-What meetings were held.
-What result the client received.
Then turn the entire process into SOPs, templates and AI skills.
Now you no longer have a random freelancer doing random work.
You have a productized financial service with a sales engine on the front and a technical expert on the back.
The U.S. fractional CFO market is estimated to be worth billions annually, but most of the people delivering the service still rely on referrals, reputation and word of mouth.
Find markets where the person capable of delivering enormous value is allergic to sales and marketing.
Attach an aggressive go-to-market engine to them.
Let them do what they are great at.
You do what they refuse to do.
There are hundreds, if not, thousands of these personas and markets where there are billions of dollars being generated but they HATE sales and marketing.
Craig appreciate the question.
Asking questions is the ENTIRE job.
If you feel like it’s a burden to your clients it’s because you aren’t 100% confident in your process.
The proper way to frame this is to
“I need to get as much information from my clients to get the best possible results. How can I make that process as seamless, organized and professional as possible?”
I'm filming a 4-hour masterclass on structuring and implementing AI in businesses. The entire process I've built over 4 years and 90+ clients, in one video.
Everything gets covered:
- How to run the audit and map a company's workflows (the thing clients pay $3K-$5K for)
- Designing the data structure and consolidating the tech stack
- Building the structure/OS, the AI agents, and the automations in the right order
- The sales process behind $25K-$60K builds, from first call to signed
- Pricing, proposals, and how to actually deliver without things breaking
- Productizing your builds so you can take it to clients 80% complete, and customize the last 20%
Whether you want to implement this in your own company or sell it as a service, it's all in there.
I tried to get my YouTube going earlier this year and life had other plans. Became a dad, Boom kept growing, the Inner Circle went from 1 member to 80+. The bandwidth just wasn't there.
It is now, and if this article was useful, the masterclass is that at 10x the depth.
Subscribe so it hits your feed when it drops:
https://t.co/QWNdERjmVE