Client Flow™ Case Study Group
September Intake (8 5 Slots Available)
Welcome to the Client Flow™ case study group. This is where we are going to help you build your NEW marketing foundation or Dial in your current one for better results.
For the last 7 years we’ve been helping business just like yours get off the feast-or-famine hamster wheel and build a predictable 6-figure businesses based on a simple premise - treat your business as a system!
Who This Is For:
- Coaches, consultants, and service providers.
- You’re already working with clients, but your marketing and lead generation feel scattered
- You’re ready to simplify, get focused, and build a business that grows without the chaos
- You’re coachable, resourceful and ready to do the work.
Who This Is Not For:
- Brand-new coaches without a single sale yet
- "Manifest-only" thinkers who won’t do the work
- You’ve bounced through 5 other programs without doing the real work.
- You want a giant team, 14 hour days, and a business that eats your life.
I'm going to work with a handful of business owners to build their Client Flow™ System.
The plan is simple - This is a hands on program where we will build your Client Flow™ engine — a repeatable system to attract, enroll, and retain clients month after month. It’s a high-support, tactical implementation program that helps you design and build a simple, scalable client acquisition engine.
Each phase of the program is designed to eliminate the guesswork and replace it with clarity, confidence, and consistent results.
We kick things off the first week in September to decide your Gameplan and decide where to focus to get you maximum results.
We call Client Flow™ the 'Business Fuel' - it makes everything else you do, the strategies you deploy and the tactics you choose, work exponentially better! No more waating time or spinning your wheels.
Phase 1: Clarity
If your message and model are fuzzy, everything breaks downstream.
- Lock in your niche and ideal client profile
- Get clear on what your audience is really buying
- Map out your 12-month goal and build your 90-day game plan
- Identify and fix the biggest leaks in your current process
Phase 2: Value
Create an offer that sells itself.
- Build your Irresistible Offer with clear outcomes, bonuses, and pricing
- Clarify your value proposition and market positioning
- Design a scalable delivery model that protects your time
- Start warming up your list with pre-launch messaging
Phase 3: Visibility
Get seen. Get leads. No dancing on reels required.
- Pick your Visibility Track: Social, Referral Engine, or Micro-Launch
- Set up a 4-part visibility campaign to activate your audience
- Tap your warm network with our "No Sales Call" approach
- Build a simple lead gen funnel (no tech headaches)
Phase 4: Conversion
Convert qualified leads into ideal clients — without high-pressure sales.
- Choose your conversion model: Chat, Call, or Workshop
- Install a light-touch follow-up system that closes sales
- Live role-play and objection handling to increase confidence
- Run your first Enrollment Sprint and bring in 2–5 new clients
Phase 5: Momentum
Systematize and scale with simplicity.
- Build your 90-day marketing engine
- Automate key funnel, onboarding, and retention steps
- Develop your content and follow-up system to stay top-of-mind
- Finalize your next 90-day strategy in a group planning session
What You Get:
- Lifetime access to the full Client Flow™ framework — all five phases: Clarity, Value, Visibility, Conversion, and Momentum. You’ll have the videos, templates, and worksheets forever.
- 12 months of live group support. Every month, we’ll have a Q&A call where I’ll personally answer your questions, troubleshoot what you’re working on, and give you hot-seat coaching.
- Swipe files and scripts — these are the same resources my private clients use to land clients fast.
- 90 Day in Person Planning - you will get free access to our LIVE and in-person 90 Day planning and business growth workshops
- Gameplan Call - You'll kick off your training with a 1-1 goal setting and gameplan call with James to answer any questions and get you sprinting out of the gate.
- BONUS #1, you’ll get access to my ‘Custom GPT Core Code Power Up’ — built by me and using all of my training, coaching and frameworks to help you accelerate your progress!
- BONUS #2, we will send you 5 business growth books we have curated which are designed to help you
Now, if you worked with me privately, the 16-week version of this program is $4,000. And honestly, it’s worth every penny. But because this is a group program, and because I want to make it accessible, you won’t pay anywhere near that today.
Your investment is just $997.
We kick off on September 1st, so if you're ready to transform your business and you would like to work with us:
How to Join:
- Click here to sign up after which you will receive an email with your next steps.
Client Flow™ Case Study Program
Bottom Line You’re already good at what you do. Let’s build a business that proves it.
No fluff. No overwhelm. Just the focus, strategy, and systems to scale.
— James
