Build the perfect client pipeline in 6 steps
Tired of Feast-or-Famine?
One week, you’re squeezing in extra sessions, the next, you’re wondering whether Squarespace is glitching because zero inquiries hit your inbox.
That roller-coaster isn’t a rite of passage—it’s a systems problem. And it's the experience of most practitioners these days.
Today we’ll fix it.
Below, you'll learn in six steps how to create an efficient and highly client-focused journey, as they are guided from initial contact to a happy, paying client excited to refer their friends to you.
Ready to swap “hope marketing” for a machine that runs while you sleep? Let’s get started.
Step 1 | Crystal-Clear Client Clarity
Goal: Know exactly who you want before you invite anyone in.
Define one person. Age, life stage, top pain, dream outcome.
Capture their words. Pull phrases from intake forms or sessions.
Quantify the cost of inaction. Dollars, energy, relationships—stakes create urgency.
North-Star Prompt: “I help ______ who struggle with ______ finally ______.”
Pin it above your desk; every ad, email, or webinar slide must serve that person.
Memorable mantra: “If you try to heal everyone, you resonate with no one.”
Step 2 | Craft a Magnetic Micro-Ad
Goal: Interrupt the scroll and earn a single click.
Must-haves
Hook (< 15 words). “Tired of 2 a.m. anxiety spirals? Watch this.”
Flash credibility. “I’m Dr. Maya Patel, integrative psychiatrist—1,400+ sleep stories reversed.”
Clear invitation. “Save your seat for the free 40-minute masterclass.”
Trust-building visual. Calm colors, real eye contact, zero stock-photo cheese.
Run 2–3 variants for a week. $10–$20/day buys data; organic posts can echo the same message.
Memorable mantra: “Ads don’t sell programs—they sell clicks.”
Step 3 | Deliver a Value-Packed Webinar
Goal: Shift beliefs, showcase process, and earn permission to go deeper.
60-Minute Flow
Relatable story (3 min) – prove you’ve walked their road.
Myth-bust + reframe (10 min) – dismantle what’s kept them stuck.
Teach 3-pillar roadmap (25 min) – inspire, don’t overwhelm.
Case snapshot (5 min) – “Sarah cut migraine days 60 % in 8 weeks.”
Bridge invitation (5 min) – “If you’d like help implementing, let’s talk.”
Live Q&A / objections (12 min) – demonstrate mastery.
Record once, host evergreen. Prospects register from your ad, watch on their schedule, and exit primed for the next step.
Memorable mantra: “Teach the ‘how to think’; save the ‘how to do’ for paid work.”
Step 4 | Application Funnel That Filters for Fit
Goal: Protect your calendar and deepen authority.
High-impact questions (5–7):
Primary health/business goal in the next 90 days?
What’s preventing you from achieving it alone?
Commitment level (1-10) to resolving this now?
What would success be worth (time, money, energy)?
Set expectations: “If spots are full or it isn’t a match, we’ll share resources instead.”
Pre-framing like this deters tire-kickers and elevates brand trust.
Memorable mantra: “Applications aren’t hoops—they’re respect for both sides.”
Step 5 | The Transformational Enrollment Call
Goal: Diagnose, prescribe, and invite—never chase.
15–30 Minute Script
Rapport & agenda – “Mind if I ask a few questions to see if we’re a fit?”
Deep dive – expose root problem and dream outcome.
Mirror & gap – summarize; confirm urgency.
Outline method – high-level path, not module dump.
Present program + investment – clear, confident, no apology.
Handle concerns – curiosity over convincing.
Close with next steps – payment link, start date.
Aim for 50 %+ enrollment; review call recordings if lower.
Memorable mantra: “Coaching begins on the call—show them change is already happening.”
Step 6 | Automate, Optimize, Repeat
Goal: Let tech hustle so you can heal (and have a life).
Ad → Webinar registration (FB/IG + landing page).
Webinar → Application (deadline timer nudges action).
Application → Calendar scheduler (auto-emails + SMS reminders).
Post-call CRM tags (client, nurture, future follow-up).
Block a weekly CEO Hour to review ad metrics, webinar drop-offs, and close rates.
Test one variable at a time—small tweaks can double conversions.
Memorable mantra: “Build once, refine forever.”
Key Takeaways
Predictability beats hustle. A tuned pipeline ends feast-or-famine cycles.
Simplicity scales. One ad, one webinar, one offer.
Respect attracts. Clear filters + honest calls = dream-come-true clients.
Automation is freedom. Software handles outreach; you handle transformation.
Ditch the guesswork. It's time to level up your practice.
Book a free 60-minute Strategy Session with me, Pete.
We’ll review your current approach, identify what’s holding you back, and map out a plan to help you reach your goals.
Afterwards, I’ll send you a personalized Strategy Roadmap—complete with step-by-step guidance, strategic recommendations and insights, and practical initiatives you can use, whether we work together or not.
It’s yours to keep—however you proceed. Consider it a "thank you" for sharing your story.
