Online Agency Blueprint Checklist
Online Agency Blueprint
Step-by-step launch & growth checklist for your online service agency
🔍 Niche & Service Definition
Define your agency's core service offering
Identify your ideal client avatar
Analyze competitors and unique value proposition (UVP)
🏗️ Business & Legal Setup
Register your business and obtain licenses
Create a business bank account
Set up accounting and invoicing systems
🖥️ Branding & Online Presence
Design a logo and branding assets
Build a professional website
Set up social media pages (LinkedIn, Facebook, Instagram)
Create a lead magnet or free offer
⚙️ Tools & Infrastructure
Choose CRM and client management tools
Set up proposal and contract templates
Implement automation for onboarding, reminders, and payments
📣 Marketing & Lead Generation
Set up lead capture funnel (opt-in, email follow-up)
Publish authority content (blog, video, LinkedIn posts)
Outreach via email, DMs, or cold calling
Run paid ads (Google, Meta, LinkedIn)
🤝 Sales & Client Onboarding
Create sales script or discovery call template
Prepare onboarding forms and questionnaires
Send professional proposals and close deals
🚀 Delivery & Scaling
Deliver services on time and exceed expectations
Gather testimonials and case studies
Hire contractors or virtual assistants
Optimize workflow for client retention & upsells
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