Identify and Attract Your Best Clients

Overview

Welcome to the Agency Positioning Clarity Workbook (Produced by Haus Advisors). This workbook is designed to help you identify the clients that best fit your agency’s strengths and goals. By narrowing down your ideal client profile, you'll be better positioned to scale your agency efficiently and effectively. Follow these instructions to make the most out of this exercise.

Why This Workbook Is Needed

As an agency founder, you've likely worked with a variety of clients, but not all clients are created equal. Some are a perfect fit, while others can drain your resources. This workbook will help you systematically evaluate your current clients, uncovering the traits of your top performers. This knowledge is crucial for refining your service offerings, targeting your marketing efforts, and ultimately driving your agency’s growth.

Contents

Section 1: Client Evaluation Criteria

Section 2: Client Evaluation Template

Section 3: Analysis and Insights

Section 4: Action Plan

Get Started!

By completing this workbook, you'll gain a clearer understanding of which clients bring the most value to your agency and how to attract more of them. This focused approach will help you scale your agency more effectively and achieve sustained growth.

Need More Help?

If you found this resource helpful, but are interested in more personalized help turning these insights into action, let’s chat.

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