How to Start an Agency [Course & 20+ Templates]

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Leverage our proven blueprint to start your own million-dollar agency. We did it in one year. You can, too. Our course packs in 20+ templates and exclusive insider processes, addressing every challenge from startup to success.

We've been able to close hundreds of clients of all sizes, including Northwestern University, Elemental Excelerator, Worklife Ventures, Symphonic Capital, The University of Chicago, Peer Health Exchange, Kai XR, Voltus. and more.

Are you experiencing any of these pain points as you create and open your agency?

Starting an agency is no small feat. Our course will put you on the path to launching your agency business with confidence.

I AM TRYING TO FIGURE WHERE AND HOW TO GROW MY AGENCY CUSTOMERS
- Our “How to Start an Agency” course covers everything from crafting a winning pitch deck to finding platforms you can use to get more clients. We have made $2M in just two years, trust us!
I WANT TO STREAMLINE MY OPS AND PROCESSES
- Have an agency but everything is all over the place? No worries. We crush PM, and have developed processes and dashboards replicated by award-winning agencies across the world.
I DON’T KNOW HOW TO LEGALLY CREATE AND FORM AN AGENCY
- We didn’t either, so it took us weeks to figure out which tools to use, what was the right set-up, and what taxes we needed to pay. Our step-by-step guide and trusted partners are here to help you through this complex process.
I NEED ACTIONABLE TOOLS TO HELP ME SET-UP MY AGENCY FOR SUCCESS
- With over 20+ templates and detailed processes, we have everything you need to scale your agency.
I AM JUST ONE PERSON, BUT WANT TO OPEN AND BUILD MY AGENCY
- Freelancer? Solopreneur? Or teaming up with a business partner? Our agency course and blueprint empowers you to evolve from freelancer to LLC or S-Corp owner.
I AM SWAMPED WITH AGENCY HOW-TOS
- We were once buried in info, too. Dive into our clear, concise guide and get exclusive access to the very templates that built our agency.

Who is this Agency Starter Course For?

Freelancers — Explore what it takes to go from freelance gigs to a structured, scalable business.
Consultants — Expand your practice and turn it into a niche consulting agency.
Agency Owner Looking to Expand — Get more advanced tools, techniques, and tricks to take your agency to the next level.
Agency Employee Looking to Start a Company — Making the leap? Learn how to start an agency from scratch, legally and operationally.
In-House Marketer Looking to Start an Agency — Turn your marketing skills into an award-winning agency. We have the blueprint to make it happen.
Creatives — Equip your creator’s toolbelt with skills and best practices to turn your creative work into a profitable business.
Solopreneur — Build from solo ventures to an operating agency model, multiplying your impact and profits.

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Master how to start an agency now with 10+ Hours of action-packed video content 10+ Downloadable client templates, 15+ Downloadable operational templates, 12+ Assignments to turn ideas into action, and more!

MODULE 1: Blueprint to starting your agency

A warm welcome to all students! We will share an overview of the course—expectations, important things you need to know before starting the course, and real-talk on the house you’ll need to grow your agency.

MODULE 2: My Journey

In 2021, I decided to start my own agency during the pandemic. Today, in 2023, we have earned over $2 million. You’ll get the behind the scenes.

MODULE 3: The Role of an Agency CEO

We’ll give you an overview of the agency owner mindset, share how hard it actually is, and how you’ll have to position yourself to succeed!

MODULE 4: The Company Set Up

Setting up your company can feel daunting. Many entrepreneurs find themselves overwhelmed in this phase, and spend lots of time getting hung up on details that won’t move the needle. We’ve done our research to help you make this a smooth process. Instead of weeks, you’ll start your company in a matter of hours. This way, you’ll get back to focusing on what you love.

MODULE 5: Finding Your Niche

Find the right clients! We’ll show you how to pinpoint your niche, perform research for it, and where to start your client search. The right clients matter more than the competition. There are a lot of services you can offer after you get started. Figure out how to expand to tangible services that can help you bring more profit to the table.

MODULE 6: How to Get Your First Clients

So many ways exist for you to land your first client — word of mouth, referrals, social media, agency and freelancer platforms. We’ll walk you through how to land your first one and writing copy that works.

MODULE 7: Setting Up Your Services & Pricing

Pricing too high or too low? Imposter syndrome? We’ll walk you through different pricing models, and what you need to consider when setting up your prices.

MODULE 8: Crafting a Winning Proposal

This is one of the most important steps in building your own agency. My mentor told me: “Great proposals get you great clients.” I’ve taken this as a mantra and designed a proposal that has a high-conversion rate; we’ll show you how we put it together.

MODULE 9: Legal & Operational Set Up

We’ll guide you through deciding your business, how it might affect your taxes, where you need to register your business, what licenses you need to get, what banking solutions are out there, and how to use Slam’s resources and templates to help you save hundreds of hours.

MODULE 10: Operations, Processes, and On-boarding

We’ll help you create an onboarding experience that sets the stage for a long-lasting and fruitful client relationship. Do not ignore this step; it showcases how professional you are. Additionally, we’ll share templates that can help you manage your workstreams efficiently, while actively reporting your results.

MODULE 11: Tools & Software Recommendations

We have a long list of tools, templates, and software recommendations (at a discount) that will help you scale and grow your agency.

BONUS: How to Use Chat GPT to Improve All Processes

In our bonus module, we'll explore how ChatGPT boosts workflow efficiency across content creation, customer support, research, and more. From crafting compelling copy to analyzing data and pitching clients, learn how to leverage ChatGPT's capabilities for streamlined processes and improved productivity.

15+ Operations templates

We've developed templates to help you start your agency quickly, from team wikis, to meetings notes, to proposal templates.

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