Rise & Sign Client Builder Plan — The Shine Institute

Rise & Sign · Client-Builder Plan · The Shine Institute

Rise & Sign

Client-Builder Plan · The Shine Institute

How many clients do you want, and what will it take?

Enter your goal and the planner works backward to the outreach, conversations and proposals it takes, then breaks it into quarterly, monthly and weekly targets.

My goal

In the next

Pacing

My conversion rates

Outreach that becomes a real conversation20%

Conversations that book a discovery call50%

Discovery calls that get a proposal60%

Proposals that sign50%

Your Rise & Sign plan

Your targets, broken down

Quarter by quarter

Your weekly scorecard

Activity you control. Hit these numbers every week and the clients follow.

Ways to hit your numbers

Keep your plan

Your plan is remembered on this device. Save a copy or grab a link to come back to it anywhere.

Want help hitting this number?

A plan is the easy part. If you'd like a thinking partner to build the pipeline, sharpen your offer and keep you on pace, I'd love to talk.

Book a conversation

The Shine Institute · Leadership Development & Strategic Growth