The mastermind, second quarter
Mastermind Quarter 2: Sales Engine
Mastermind Quarter 2: Sales Engine helps you find buyers, close sales and grow client accounts. It is for digital marketing and software development agencies with their foundation in place. You work on how buyers find you, how conversations become sales and how you manage the money those sales bring in.
- The second quarter
- Being found, closing and growing accounts
- Track cash flow by department
Quarter two of four
- Quarter
- Two of four
- Builds on
- Your ICP, packages and price
- Leaves you with
- A repeatable sales process
- The sales engine, second of the four quarters
- Q2The sales engine, second of the four quarters
- A month on a yearly commitment, or $7,999 for the year
- $750A month on a yearly commitment, or $7,999 for the year
- A live session, 3:30 to 5:00 PM Pakistan time
- FridaysA live session, 3:30 to 5:00 PM Pakistan time
- Agencies at most in the mastermind
- 20Agencies at most in the mastermind
How you build a repeatable sales process
Program Overview
Mastermind Quarter 2: Sales Engine builds a repeatable process for finding buyers, closing sales and growing accounts. Agencies can have strong skills and clear prices but still depend on referrals and the owner’s sales calls. Without a repeatable process, a good sales month is difficult to repeat.
You work on being found through an authority profile, a micro influencer launch, SEO, Facebook and Google Ads, and international expos. Closing training and proposal development help you turn conversations into sales. Upselling, cross selling and staffing help you grow existing accounts and sell your team’s capacity. You also review the cash those sales produce and decide what to reinvest.
The process needs to keep working each month, from attracting buyers to managing the money they bring in. Closing, staffing and cash flow each have a follow-up topic later in the quarter. You return to them after applying the work with real clients, so you can review what happened and improve it.
You also document procedures, templates and delivery plans for most of the agency’s work, so new projects do not all depend on you. The year is built on 7-Figure Agency Mindset A-Z, by Hamid Mahmood. This quarter applies its thinking on audience, sales and reinvestment to your agency.
- A profile and a search presence that bring buyers to you
- Sales calls and proposals that end in a decision
- A staffing offer, and clients that grow after they sign
- Procedures, templates and delivery plans for most deliveries
- A view of cash flow and profitability by department
The coaching tracks this quarter draws on
Which sales problems need attention
Who It Is For
Quarter 2 suits an agency with a defined client, offer and price that needs more reliable sales. Pick the statement that describes last month.
What the quarter covers for it
Be found
- Authority profile and micro influencer launch
- SEO for agencies
- Facebook and Google Ads
- International expos
What the quarter covers for it
Close
- Closing training
- Closing follow up
- Proposal development
What the quarter covers for it
Grow the account
- Selling your resource through staffing
- Upselling and cross selling
- Staffing follow up
What the quarter covers for it
Keep the money
- Cash flow review and reinvestment
- Cash flow management follow up
- Departmental cash flow, and cost against profitability
What the quarter covers for it
Manage more delivery work
- Procedures, templates and delivery plans for most deliveries
If you have not finalized your ICP, packages and prices, start by reviewing Quarter 1. Those decisions give your sales work a clear offer. Quarter 1: Foundation
Here are the topics that help you improve each part of the process.
From finding buyers to managing the work
What You Get, Step By Step
The second quarter covers finding buyers, closing sales, growing accounts, managing cash and delivering the work. The topics below are arranged by those stages so you can find the problem you need to address. The curriculum page lists the whole year by quarter.
New buyers lead to sales, and existing clients can buy more as their needs grow. Review the cash those sales produce before reinvesting in growth. Document delivery too, so the team can handle the extra work.
- 1Be foundAuthority profile and micro influencer launch, SEO for agencies, Facebook and Google Ads, International expos
- 2CloseClosing training, Closing follow up, Proposal development
- 3Grow the accountSelling your resource through staffing, Upselling and cross selling, Staffing follow up
- 4Keep the moneyCash flow review and reinvestment, Cash flow management follow up, Departmental cash flow, and cost against profitability
- 5Manage more delivery workProcedures, templates and delivery plans for most deliveries
Find each roadmap topic below under the part of the sales and delivery process it helps you improve.
Be found
- The problem
- You sell the service to clients and never run it for yourself, so nobody finds you unless somebody sends them.
- What you work towards
- You build a profile and search presence that help buyers find you without relying only on paid ads or direct outreach.
14.6% against 1.7%HubSpot’s State of Marketing 2024 reports these close rates for inbound leads and cold outbound leads, respectively. The comparison supports working on how buyers find you.
Authority profile and micro influencer launch
Lead generationA profile that shows what the agency knows, put in front of the buyers you chose in the first quarter.
SEO for agencies
Lead generationSearch working for the agency itself, as a lead source with its own roadmap.
Facebook and Google Ads
Lead generationHow paid ads fit the agency’s own sales, understood before a budget is spent.
International expos
Lead generationYou use expos to meet international buyers in person and begin sales conversations.
Close
- The problem
- You pitch before understanding the buyer, then send a proposal without enough evidence to support it.
- What you work towards
- You run discovery calls that lead to a decision and support your proposals with evidence of your work.
Closing training
SalesYour team learns to run sales calls that reach a decision without relying on the owner to close.
Closing follow up
SalesYou review real sales calls and address the problems that prevented a decision.
Proposal development
SalesYou support proposals with evidence of your work, so buyers can assess the offer before the follow-up call.
Grow the account
- The problem
- Existing accounts do not grow, and you do not offer your team’s capacity as a service.
- What you work towards
- You develop retainers from existing engagements and offer your team’s capacity through staffing.
Selling your resource through staffing
Team and HRYou offer your team’s capacity through staffing alongside the projects your agency already sells.
Upselling and cross selling
SalesYou grow existing accounts by offering clients more of the services they need.
Staffing follow up
Team and HRYou review the staffing offer after discussing it with real clients.
Keep the money
- The problem
- You delay growth spending because you cannot see which departments make a profit and which lose money.
- What you work towards
- You track cash flow by department and use it to plan what to spend on growth.
Cash flow review and reinvestment
FinanceA clear view of where the cash goes, and a decision on what to put back into growth.
Cash flow management follow up
FinanceCash flow checked again once the quarter’s new revenue is coming in.
Departmental cash flow, and cost against profitability
FinanceYou compare cash flow, costs and profitability to see which departments make money and which lose it.
Manage more delivery work
- The problem
- The owner has not documented how the work is done, so every new project depends on them.
- What you work towards
- You document procedures, templates and delivery plans for most work, so the team can manage new projects without relying on one person.
Procedures, templates and delivery plans for most deliveries
SystemsWhat the agency delivers written down, so new work does not depend on one person.
Taught, then followed up
Delivery Format And Time Commitment
The quarter uses Friday sessions, monthly roundtables and one to one coaching, as the rest of the year does. Use Basecamp, the members’ online workspace, for daily discussion. Closing, staffing and cash flow are taught, then followed up after you apply the work with real clients.
- Daily discussionIn Basecamp, the members’ online workspace: questions, progress and KPI posts between sessions, moderated by the coaches.
- Friday sessionEvery Friday, 3:30 to 5:00 PM Pakistan time, a live session on one subject.
- Monthly roundtableIn the third week of the month, in the Friday slot. Two hand picked owners take the hot seat, about forty five minutes each. Other members and trainers share solutions and feedback.
- One to one coachingOne to one coaching with a subject matter expert, booked when you need it, on your own agency.
- RetreatA retreat every three months: one night together and three workshops.
- International tripAn international trip each year, two to three nights.
Closing
Taught
Closing training
Apply it with real clients
Followed up later in the quarter
Closing follow up
Staffing
Taught
Selling your resource through staffing
Apply it with real clients
Followed up later in the quarter
Staffing follow up
Cash flow
Taught
Cash flow review and reinvestment
Apply it with real clients
Followed up later in the quarter
Cash flow management follow up
Between Friday sessions, take sales calls, send proposals, run campaigns and work on growing accounts. Post your progress in Basecamp before the next session so it can be discussed.
One fee for the year
Investment And What Is Included
The yearly mastermind fee includes this quarter’s sales work, with no extra course charge. You pay for ad spend and your own tools separately. The plans and inclusions are listed below.
$750a month
A yearly commitment, paid monthly
$7,999for the year
A yearly commitment, paid yearly. Save $1,000
Twenty agencies at most in the mastermind.
The fee includes
- One to one coaching with a subject matter expert, booked when you need it
- Exclusive discounts per month for each referred agency that signs up
- A yearly commitment, paid monthly or yearly
- Free access to the yearly masterclasses
- Unlimited networking
- Step by step guide for international agency setup, formation and scalability
Not included
- Ad spend
- Third party tool subscriptions
- Legal filing fees for entity formation
Inside the fee, this quarter
- Be foundYou build a profile and search presence that help buyers find you without relying only on paid ads or direct outreach.
- CloseYou run discovery calls that lead to a decision and support your proposals with evidence of your work.
- Grow the accountYou develop retainers from existing engagements and offer your team’s capacity through staffing.
- Keep the moneyYou track cash flow by department and use it to plan what to spend on growth.
- Manage more delivery workYou document procedures, templates and delivery plans for most work, so the team can manage new projects without relying on one person.
Meet the trainers
Coaches And Subject Matter Experts
The mastermind is coached by experienced trainers including Hamid Mahmood, Asim Naeem and Umair Amjad. They use these approaches in their own companies. Bring your sales, staffing and cash flow questions to Friday sessions, roundtables or one to one coaching.
Hamid MahmoodCEO, author of 7-Figure Agency Mindset A-ZHamid has used every agency model in his own companies. The advice on branding, finances and leadership comes from running those businesses.
Umair AmjadSales and staffing coachUmair built the staff augmentation practice taught in the programme. The advice on pricing, closing and staffing comes from running that business.
- Asim NaeemEmail marketing and LinkedIn
Asim works on defining your ideal client and reaching them through LinkedIn and email. That experience also covers the automation supporting your outreach.
Alongside the Friday sessions, members book one to one coaching with a subject matter expert whenever they need it, on their own agency.
Read what clients and programme members say about their experience.
Reviews from clients and members
Member Results And Reviews
The opening reviews are from clients who bought staffing services from Umair Amjad’s own agency. They describe buying the kind of service this quarter helps you offer. They are client reviews, followed by reviews from programme members.
01 of 26
The commitment and work to prepare
Enrollment, Contract And Onboarding
Joining means a yearly commitment, paid $750 a month or $7,999 for the year. This quarter builds on the work listed below from Quarter 1. Tell us about your agency so we can help you identify what to prepare first.
About the second quarter
FAQs
What does Mastermind Quarter 2: Sales Engine build?
It builds a repeatable process for finding buyers, closing sales and growing accounts. You work on authority, a micro influencer launch, SEO, Facebook and Google Ads, and international expos. Closing training, follow-up, proposals, upselling, cross selling and staffing cover sales. Delivery procedures and plans, plus departmental cash flow and profitability reviews, support the extra work.
Does my agency need the first quarter in place before this one?
The first quarter’s work is useful preparation for this quarter’s sales topics. That includes a finalized ICP and niche, service and pricing packages, a LinkedIn profile and Sales Navigator. It also includes a trusted data source, email automation and retainer packages. If several are missing, review Quarter 1 first.
Why is staffing in a sales quarter?
Staffing lets your agency sell the team’s capacity as well as projects. This quarter covers developing that offer, then reviewing it after discussing it with real clients. Selling capacity can help you grow an existing account without starting a new sales pitch.
What happens to the money this quarter brings in?
You review cash flow and decide how much to reinvest in growth. A follow-up then checks cash flow management and compares each department’s cash flow with its profitability. You can see which departments make money and which lose it before the third quarter turns to systems.
How is the second quarter delivered?
You attend a live session every Friday, 3:30 to 5:00 PM Pakistan time, and the roundtable in the third week of the month. You also have one to one coaching with a subject matter expert, booked when you need it. Use Basecamp every day for questions and progress between sessions.
Build a repeatable sales process
Enroll Now
Work on finding buyers, closing sales, growing client accounts and managing cash flow in the second quarter. Tell us about your agency so we can help you decide whether to join the mastermind this year.
The mastermind is capped at twenty agencies.