This session covers progress on cold email prospecting results, an upcoming eight-figure agency training partnership, and major product updates including a simplified "Impact Report" replacing the dense gap analysis, a narrative shift from revenue to client-focused discovery, and cleaner marketing plan presentation.
After iterating through three prospecting narratives and sending 50,000+ emails, the team has reached a key milestone:
Metric | Result |
Cost per show-up | $210 |
Method | Guaranteed lead email (third iteration) |
Previous iterations | Revenue-focused → Lead-focused → Guaranteed lead |
Key insight: The guaranteed lead narrative is now a working, repeatable funnel. Both Keith and Rafael on the sales team are converting these show-ups into closed deals.
On selling meetings directly: Members have asked if they can simply buy pre-booked meetings instead of doing prospecting. This is not currently scalable at $210 per show-up across all members. The team is exploring solutions, including connecting members directly with the cold email agency being used for tests. In the meantime, the swipe files and tactics are available for self-execution.
An eight-figure agency owner (specialized in the legal niche) is joining to provide live training sessions over 60 days.
What he will cover:
Prospecting tactics for Growbotik and standalone Umbrella products
Sales methodology and volume generation
Accountability and execution frameworks
Live recorded sessions with Q&A
Why this matters: This is designed for members who have apprehensions around sales, need accountability, or want to see how a top-tier agency owner prospects and closes at scale. He has previously trained agencies using GoHighLevel and ClickFunnels.
The dense, data-heavy gap analysis is being replaced with a streamlined Impact Report designed for business owners who do not understand marketing.
Before | After |
Full gap analysis as the main destination | One-page Impact Report as the primary view |
Multiple open cards with raw data | Collapsed cards; key metrics bubbled up |
Revenue goal as the opening question in discovery | "How many clients/jobs/patients do you want?" |
Overwhelming detail for non-marketers | One-sentence summary encapsulating all value |
Hero banner text (one sentence):
"Based on the gap analysis, we can generate the requested 2 clients per month and more. We will bring 20 leads per month at an average cost of $73 per lead, translating to $363,000 Year 1 revenue and $1.7M over the lifetime of the client."
What the prospect sees immediately:
Clients per month (their input)
Leads per month
Cost per lead
Year 1 revenue
Lifetime revenue
A score or visual indicator
What is de-emphasized but still accessible:
Full gap analysis cards (SEO, reviews, Near Me, accessibility, etc.)
Detailed rankings and competitive data
Raw traffic and keyword data
Business owners care about outcomes, not marketing jargon.
The report answers "What do I get?" in one sentence.
Everything else becomes supporting evidence for those who want to dig deeper.
The discovery conversation is shifting to match the Impact Report philosophy.
Instead of: "How much revenue do you want to make next month?"
Now: "How many clients/jobs/patients do you want to bring in per month?"
Why: Business owners think in operational terms (jobs, patients, cases), not abstract revenue targets. A roofer knows how many more jobs they can handle. A lawyer knows how many new cases they want. This is more concrete and less intimidating.
The flow: Clients → Leads → Cost per lead → Revenue (down-funnel, not up-front)
Auto-colored banner: Matches the business's logo colors for a more customized feel.
Collapsed cards by default: Only essential metrics are visible.
Bubbled-up KPIs: Year 1 clients, Year 1 leads, Year 1 budget, Year 1 revenue.
Removed: ROI buckets from the main view (moved down-page).
Plan overview: Two paragraphs summarizing the entire strategy before any numbers appear.
"Continuing as planned" in gray text for services with no changes that month.
Only changes highlighted: New launches, scaling events, or adjustments are called out explicitly.
Business impact moved to top: Each month starts with a conversational summary ("This month we will...") before showing any financial detail.
Loader inside the chat: Instead of a separate "6-minute wait" screen, the analysis unfolds progressively within the chat interface.
Live unveiling: Prospects see Google reviews, Near Me status, accessibility scores, and SEO data appear in real-time as the AI "discovers" them.
More salesy, less technical: The experience feels like a conversation with a CMO, not a form submission.
The chat becomes a true consultative interface.
A business owner can start with any need: "I need a new website," "I need more leads," or "I need help growing."
The AI adapts, runs only the necessary analyses, and sells the appropriate solution within the chat—no rigid questionnaire.
This is described as "your own CMO in a chat" but is further out on the roadmap.
Interactive checklist/tour covering discovery → gap analysis → growth plan → customer hub.
Explains every element on screen and why it matters.
Available for both agencies (to learn the system) and end clients (to self-guide).
A-to-Z video training: Step-by-step from first login through customer fulfillment.
Internal setup guide: What to configure first, how to create pricing groups, how to connect Stripe, etc.
Question | Answer |
Will the new report show all discovery answers in one place? | The Impact Report shows key business data that can affect outcomes. Full discovery details remain accessible to the agency; not all are surfaced to the client. |
If I change a plan in the Agency Console, do I send a new link? | If you change pricing or services in the console, use the Share button on the revised growth plan to send the updated version. The original gap analysis link will still show all plan options. |
Is the $210 show-up for prospects who completed a growth plan? | No. The $210 is for cold prospects who responded to the guaranteed lead email and booked a meeting. The sales team runs the plan live on the call. |
What is "lifetime of the client" in the banner text? | The system calculates expected customer lifetime value based on industry norms. For dentists, this may be 5+ years; for roofers, it may be front-loaded. The system decides the horizon automatically. |
When will the new discovery chat and Impact Report launch? | Expected within 1–2 weeks. The on-site tour for the current system is releasing immediately. |
Principle | Action |
Sell clients, not revenue | Lead discovery with "How many clients/jobs do you want?" Let the system translate to revenue downstream. |
Lead with the Impact Report | The one-sentence banner is your strongest sales weapon. Everything else is supporting detail. |
Simplify, then deepen | Collapsed cards and conversational summaries reduce overwhelm. Prospects who want detail can still expand. |
Use the guaranteed lead narrative | The $210 show-up funnel is validated. Apply the swipe files to your own outreach. |
Watch for the interactive tour | Use it to train yourself and to help prospects self-educate without needing a call. |
Phase 2 discovery is the future | A fully flexible, CMO-in-a-chat experience is on the roadmap. Phase 1 (loader-in-chat) is the immediate bridge. |
