This session combines a no-hype Q&A with Alex S. (Prospecting On Demand) about the 60-day client acquisition bootcamp, alongside major product updates including the V1.1 UI redesign, the new Impact Report, solo product selling, chat embed functionality, and PPC budget controls in the Agency Console.
15 years running a marketing agency (started 2010, Inc. 5000 recognized, ~$11–12M revenue)
10 years running Prospecting On Demand, coaching 1,500+ agency owners
Active eight-figure agency owner in the legal niche (Drive Digital)
Partnered with Richard Sargent (sold his agency for seven figures) and Brian Downer for live calling sessions
Alex emphasizes that success is mechanical, not emotional. The bootcamp starts with a "Define, Design, Do" worksheet that reverse-engineers your exact numbers:
Element | What It Is | Example |
Monthly revenue goal | Top-line revenue target | $10,000 |
Average client value | Monthly retainer/subscription | $2,000 |
Clients needed | Goal ÷ Client value | 5 clients |
Close rate | Conservative estimate | 20% |
Sales calls needed | Clients ÷ Close rate | 25 calls |
Calls per week | Based on your capacity | 3–5 |
Weeks to goal | Calls needed ÷ Calls per week | 5–8 weeks |
"You're not racing against someone else's goal. You're running your race."
Differentiator | How It Helps |
Live, custom training | Not pre-recorded videos — curated based on 155+ intake forms |
14-day quick wins | Momentum-building exercises to generate first opportunities fast |
Biweekly live calling | Brian calls YOUR actual leads on your behalf, messy and real |
Accountability structure | Homework, check-ins, and progress tracking between sessions |
Money-back guarantee | 30-day refund, OR full refund when you close your first client |
Session | Date | Host | Topic |
Session 1 | July 21 | Alex | Mindset, Math & First Outreach |
Session 2 | July 24 | Richard | Prospecting with Impact Tool |
Session 3 | July 27 | Richard | Appointment Setting Mastery |
Session 3.5 | July 30 | Brian | Live Calling Your Leads |
Session 4 | July 31 | Alex | Sales Framework & One-Call Close |
All sessions: 2:00 PM Eastern | Replays: Available for bootcamp members
Alex's foundational outreach strategy: everyone holds "cards" — shared connections or contexts that create natural conversation entry points:
Religious/community groups
Alumni networks
Local neighborhood or kid's school
Sports teams or hobbies
Past clients, coworkers, vendors
LinkedIn connections, Facebook groups
Chamber of Commerce, BNI
"You don't need a full house. You just need one card in common."
The long-term scalable path after initial traction:
Meta (Facebook) lead opt-in ads offering the Growbotik Impact Report/annual plan
Follow-up call to book a sales call
Close on the sales call using the one-call close framework
Offer framing for all channels:
How you make them money (consistent, predictable leads)
How you save them time (one 12-month plan vs. 75 vendors)
What feeling you give/remove (confidence vs. revenue anxiety)
"Procrastination is the greediest thing we can do. It says you will have discipline in an unpromised future that you don't have now. The present is called the present because it's a gift. Pressure makes diamonds, but it usually just crushes people. Don't wait for your back to be against the wall."
Join at: bb.growbotik.com
Feature | Description |
Simplified internal analysis cards | Banner text encapsulates value in one sentence; cleaner, less cluttered design |
New marketing plan layout | Auto-colored banner matching business logo; collapsed cards by default; bubbled-up KPIs (Year 1 clients, leads, budget, revenue) |
"Continue as planned" | Services without changes show in gray; only scaling/adjustments are highlighted |
Ad spend vs. fees differentiation | Clear separation between media spend and management fees |
Result-based service highlights | Special callouts for usage-based or performance-based pricing |
The dense gap analysis page is being replaced with a streamlined Impact Report:
Before: Chat → Loader → Dense Analysis → Marketing Plan
After: Shorter Chat → Impact Report → Marketing Plan
What prospects see immediately:
"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."
Key elements:
Clients per month (their input)
Leads per month
Cost per lead
Year 1 revenue
Lifetime revenue
Editable client targets (change "2 clients" to "5 clients" and everything recalculates live)
Prospects can still access the full gap analysis cards if they want deeper detail, but the default view is outcome-focused and mobile-optimized.
The Joss font is being replaced with a more readable standard font across all client-facing materials once V1.1 is fully deployed.
Sell individual services without requiring a full 12-month growth plan. Ideal for:
Foot-in-the-door deals — prospect only wants a website or chatbot to start
Budget-constrained clients — they can afford one service now, expand later
Add-on sales — existing clients want to add/remove a single service
Targeted upsells — "Your SEO gap is costing you 11 clients/month"
Go to Business Accounts → Select or add a business
Go to Products → Choose standalone service (e.g., Near Me SEO, AI Voice Agent)
View service details: pricing, features, timeline to initial traction, timeline to full traction
Select your pricing group/markup (can vary per product in the same cart)
Add to cart — mix multiple products with different markups
Add notes to payer (e.g., "As discussed, starting with SEO only")
Complete sale or send invoice — client sees your logo, pays via credit card immediately
Strategic insight: This creates a "tripwire" entry point. Get them in with one service, deliver results, then expand to the full growth plan.
You can now override the system's recommended PPC budget percentage:
Setting | Effect |
60% | Reduces each month's PPC spend by 40% proportionally |
100% | Default — uses system's calculated budget |
120% | Increases each month's PPC spend by 20% proportionally |
Example: If Month 1 = $10,000, Month 2 = $8,000, Month 3 = $6,000 at 100%, then at 80%:
Month 1 = $8,000
Month 2 = $6,400
Month 3 = $4,800
Embed the Growbotik discovery chat directly into any webpage — not just as a button that opens a new tab, but as an inline iframe within your existing content.
Your Duda marketing website
ClickFunnels pages
Custom HTML landing pages
Partner websites (for referral traffic)
Any page where you want the chat to be immediately visible and interactive
In your dashboard, click the website/embed icon (next to the chat link)
Copy the HTML embed code
Paste into any HTML widget, page builder, or raw HTML file
Customize border, background color, and sizing via the container CSS
Result: Visitors see and interact with the chat directly on the page. At the end, clicking through opens your branded Impact Report in a new tab. All leads flow to your account.
Settings → Talk to a Human → Activate Sales Done For You
Setting | Your Own | DFY Sales Team |
Button text | Customizable | "Talk to a Human" |
Phone number | Your number | Umbrella Local SDR line |
Booking link | Your calendar | Sales team calendar |
Branding | Your white label | Umbrella Local (uses "we/us/our agency") |
20% of your net (not gross revenue) goes to the sales team
Pay-for-result only — no monthly subscription or salary
Lifetime of client — 20% continues as long as the client stays
Question | Answer |
How do I get credit? | Everything is connected to your account — your analysis, your plan, your Talk to a Human button |
Do they send the contract? | Yes, they craft and close. Billing runs through your Stripe account |
Can I join the closing call? | Yes, especially at the "interested" stage — they'll bring you in for technical details |
Is it white-labeled? | No, the sales team operates as Umbrella Local, but they avoid naming any specific agency — they say "we," "us," "our agency" |
To avoid overlap and overload with Alex's bootcamp:
Before | After |
Tuesday + Wednesday product/client training | Wednesday only — product updates & Q&A |
Monday + Friday with Alex | Monday + Friday — prospecting & sales training |
Rationale: Four sessions per week (Mon, Tue, Wed, Fri) was too much. Members need time to execute, not just attend trainings. Wednesday product updates will be concise — "boom, boom, boom, here's what's new" — with Q&A as needed.
Note: You'll receive a GoToWebinar cancellation for Tuesday and a new invite for Wednesday. Replays always available at
help.growbotik.com.
Resource | Location |
All training replays |
|
Step-by-step tutorials |
|
Marketing assets & swipe files |
|
Alex bootcamp registration |
|
Alex Session 1 replay | Link provided in chat (Zoom passcode included) |
Join Alex's bootcamp if you haven't — bb.growbotik.com, 30-day money-back guarantee
Watch the Session 1 replay to understand the math framework and cards strategy
Familiarize yourself with V1.1 — simplified cards and marketing plan are live now
Prepare for the Impact Report — launching by end of week; dramatically simpler prospect experience
Set up solo product selling — create your first standalone product cart for foot-in-the-door deals
Experiment with chat embed — add discovery chat to your website or landing pages
Adjust your training calendar — Wednesday product updates, Monday/Friday with Alex
Alex's bootcamp is structured for execution, not just information — live calling, accountability, and custom training based on your intake
V1.1 simplifies everything — Impact Report replaces dense analysis; chat is shorter and more sales-focused
Solo product selling opens new deal pathways — sell one service now, expand to full plans later
Chat embed puts discovery anywhere — inline on any webpage, not just button links
PPC budget control gives you granular spend management in the Agency Console
Training is now Monday (Alex), Wednesday (product), Friday (Alex) — focused, not overwhelming
