The mastermind, the fourth quarter
Mastermind Quarter 4: Scale And Exit Readiness
Mastermind Quarter 4: Scale And Exit Readiness reviews whether your agency can run without you and what a buyer would value. It is for digital marketing and software development agencies. Start with your time and lifestyle, then review the systems built during the year. Finish by looking at how an agency exit works.
- The fourth quarter
- Review the year’s work
- Ends on exit readiness
Quarter four of four
- Starts with
- Your own time and life
- Then
- A final review of the year’s work
- Ends on
- How an agency exit works
- The last quarter, after foundation, sales and systems
- Q4The last quarter, after foundation, sales and systems
- Live, 3:30 to 5:00 PM Pakistan time
- FridayLive, 3:30 to 5:00 PM Pakistan time
- Agencies at most in the mastermind
- 20Agencies at most in the mastermind
- A month, on a yearly commitment
- $750A month, on a yearly commitment
The quarter that checks the year
Program Overview
Mastermind Quarter 4: Scale And Exit Readiness checks whether the agency can run without depending on its owner for every decision. Revenue and team size can grow while the owner still cannot take two weeks off. This quarter reviews whether the systems built during the year have reduced that dependence.
Start with cash flow and calendar management, then review the performance of every trainer and member. The mindset and lifestyle check looks at your own life, while role empowerment helps others make decisions and frees your time. You also develop the portfolio and case study library so clients and potential buyers can assess your work.
The final reviews return to the work you completed earlier in the year. They cover MRR, pricing, branding, the website and social media, then lead generation, project management and system automation. The last review checks the full agency system. You can assess each part in use because you built it before reviewing it.
The quarter also explains how an agency exit works, using an agency as a benchmark. You look at what a buyer would value in the business, whether or not you plan to sell. The same improvements can make your agency easier to run while you own it.
- A team reviewedAn overall performance review of every trainer and every member.
- More time for the ownerGive people authority within their roles so decisions do not all wait for the owner.
- A portfolio and case studiesDocument your work so a client or potential buyer can assess it.
- A checked systemFinal reviews of the revenue, the brand, the pipeline, the delivery and the automation.
- Understanding the agency’s valueLearn how an agency exit works and what a buyer would pay for.
None of it depends on selling. The same things make an agency easier to run.
When the agency still depends on you
Who It Is For
Quarter 4 suits an owner whose agency has grown but still depends on them. Use the questions below to compare your agency today with the work this quarter covers. Switch between the answers using the options above the questions.
- Who covers for you for a week?
TodayNobody can cover, so you do not take the time off.
This quarterGive others authority within their roles so you can free up your time.
- How do you know the year worked?
TodayA feeling about whether it went well.
This quarterAn overall performance review of every trainer and member, against the plans and KPIs set in the first quarter.
- What does your best work prove?
TodayWhatever the last client happens to remember.
This quarterA portfolio and case study library, with a follow up.
- What is the agency worth?
TodayA number nobody has worked out.
This quarterHow an agency exit works, benchmarked against an agency.
- Where does your own life fit?
TodayAround the agency, when there is time.
This quarterA personal lifestyle check, and a mindset shift.
If you have not yet developed contracts, reports and service levels, review Quarter 3 first. Those systems give the final reviews something to assess. Quarter 3: Systems And Delivery
Here is what you review in the final quarter.
Your time, the agency’s systems and exit readiness
What You Get, Step By Step
The last quarter reviews your time and lifestyle, the agency’s systems and what a buyer would value in the business. The topics below follow that order. Use the curriculum page to see the work from earlier quarters that these reviews return to.
First
The owner
Start by reviewing the cash flow, your calendar, the team’s performance and your own lifestyle.
Cash flow management follow up
Review the cash flow work from earlier quarters as the agency’s workload grows.
Calendar management
Review your week and identify work you should no longer need to manage yourself.
The overall performance review
Review every trainer and member against results, so you can assess what the year achieved.
The mindset shift and personal lifestyle check
Review your mindset and lifestyle alongside the business, including how the agency affects your life.
Role empowerment and freeing up your time
Roles given real authority, so decisions stop waiting for the owner.
The portfolio and case studies library
The agency’s best work written up, so it can be shown to a client or a buyer.
Then
The final reviews
Each part of the agency the year built, reviewed in the order it was built, ending on the agency as one system.
Each final review, and the quarters it returns to
MRR
Whether the MRR packages developed in the foundation quarter support the agency’s recurring revenue.
Returns tothe first quarter
Pricing
Whether the services and pricing packages still fit the clients the agency now wins.
Returns tothe first quarter
Branding, the site and social media
The website, the brand and the social presence, read the way a new client or a buyer would read them.
Returns tothe first quarterthe second quarter
Lead generation
The channels the year opened, from LinkedIn and email to ads and expos, and which of them produce.
Returns tothe first quarterthe second quarter
Project management
The project management revamp and time tracking, checked in daily use.
Returns tothe third quarter
System automation
The email automation of the first quarter and the lead and ticket automation of the third.
Returns tothe first quarterthe third quarter
The full agency system
How delivery plans, contracts, reports and the people using them work together across the agency.
Returns tothe second quarterthe third quarter
Use the quarter references to find where the roadmap covers the work being reviewed.
Last
Exit readiness, and what comes next
What a buyer would pay for, then the year’s open questions and where the owner goes next.
How an agency exit works, benchmarked against an agency
What a buyer looks at and pays for, which is also what makes an agency easier to run.
The US visa review
The US visa options, reviewed for an owner planning the next step for themselves and the business.
Questions and challenges
Discuss the questions and challenges that remain before the programme ends.
The coaching tracks this quarter draws on
How sessions continue in the last quarter
Delivery Format And Time Commitment
The last quarter continues with Friday sessions, monthly roundtables and one to one coaching booked when you need it. Use Basecamp, the members’ online workspace, for daily discussion. The days and times below help you plan attendance and the review work between sessions.
Between sessions, review how each system performs in daily use and compare it with what you intended it to do. The lifestyle check also asks whether the agency supports the life you want. This quarter focuses on assessing the work already built and deciding what needs attention.
What you keep when the year ends
- The yearly tips and best practices guide, based on what worked for the group that year
- The contracts, reports and dashboards now running inside your own agency
- The portfolio and case study library
Every day
Basecamp, the members’ online workspace
Real time discussion, check ins, questions and quick wins, moderated by the coaches.
Every Friday
The live session
3:30 to 5:00 PM Pakistan time, ninety minutes on one subject.
Third week of the month
The roundtable
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.
When you need it
One to one coaching
One to one coaching with a subject matter expert, booked when you need it, on your own agency.
Every three months
The retreat
One night together and three workshops.
Each year
The international trip
Two to three nights, to a country chosen for exposure to what is changing in the industry.
One fee, the whole year
Investment And What Is Included
The last quarter costs nothing extra. It is part of the same yearly commitment as the first three.
Monthly
$750a month
On a yearly commitment
Yearly
$7,999for the year
Save $1,000
A yearly commitment either way, paid monthly or yearly.
The mastermind is capped at twenty agencies, keeping the group small enough for each owner to contribute.
What the fee includes
- The live session every Friday and the monthly roundtable
- Basecamp, every day of the year
- 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
What this quarter adds, inside the same fee
- The overall performance review of every trainer and every member
- The final reviews of MRR, pricing, branding, lead generation, project management, system automation and the full agency system
- How an agency exit works, benchmarked against an agency
- The US visa review, and the year’s questions and challenges
Renewal is offered at the end of the year, alongside enrollment for the next cycle.
Everything the mastermind coversMeet 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. Their experience of running agencies informs the final reviews and discussions about exit readiness.
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 owners say changed for them and their agencies.
Owners on what the year changed
Member Results And Reviews
The opening review describes the programme’s effect on an owner’s life. Other owners discuss scaling their agencies, making progress and following a roadmap. Their experiences relate to this quarter’s review of both the business and the owner’s lifestyle. More reviews follow.
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Joining the year and deciding whether to renew
Enrollment, Contract And Onboarding
Enrollment is a yearly commitment, paid $750 a month or $7,999 for the year. Every member begins with onboarding and the intake questionnaire in the foundation quarter. At the end, you review the results and decide whether to renew for the next cycle.
- 1
Questions and challenges
Discuss the questions and challenges that remain before the programme ends.
- 2
Final evaluations
Results measured against the plans and KPIs set at the start of the year.
- 3
Your decision
Renew and enrol in the next cycle, or leave with the guide and everything the year built.
At the end of the year, you choose
Renew
Enrol in the next cycle and continue working with the group.
Finish the programme
Keep the guide and everything you built in your agency during the year.
Whether you renew or finish, the work you developed inside your agency stays yours.
About the fourth quarter
FAQs
What does Mastermind Quarter 4: Scale And Exit Readiness cover?
It reviews the owner’s time and lifestyle, the agency’s systems and exit readiness. Topics include cash flow, calendar management, trainer and member performance, mindset, lifestyle, role empowerment, the portfolio and case studies. Final reviews cover MRR through to the full agency system. You also cover agency exits, the US visa review and remaining questions and challenges.
Does exit readiness mean I have to sell my agency?
No. You learn how an agency exit works and use an agency as a benchmark to understand what a buyer would value. The same improvements can make your agency easier to run and more valuable while you own it. You can apply that understanding without deciding to sell.
What do the final reviews look at?
They check MRR, pricing, branding, the website and social media, lead generation, project management, system automation and the full agency system. Each review returns to earlier work. That includes the pricing packages from the foundation quarter and the project management and automation developed in the systems quarter.
What happens when the year ends?
You review the results and choose whether to renew for the next cycle. Final evaluations compare results with the plans and KPIs set at the start. You receive the yearly tips and best practices guide. Everything developed inside your agency stays with you whether you renew or finish the programme.
Why is a US visa review in the last quarter?
The US visa review helps you consider the next step for yourself and the business after the year’s work. By then, you have worked on the agency’s systems, evidence of its work and pricing. The review closes the international coaching topics, alongside the year’s remaining questions.
Build the agency you could leave
Enroll Now
The fifty two week year ends by reviewing how your agency runs without you and what a buyer would value. Tell us about your agency so we can help you decide whether to join this year.
The mastermind is capped at twenty agencies.