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courses
Plug & Play
Things to keep in mind
Website/Funnel Builder
Communication: AgenciFlow
Invoicing: AgenciFlow
Project Management: AgenciFlow
Contracts: HelloSign
Screen Recording/Sharing: Loom
Video Hosting: Vimeo
Scheduling Software: Calendly
Full Suite: Google Suite
Online/Remote Calls: Zoom
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Agency Software Stack
Things to keep in mind:
Before get into the recommendations, the main thing you need
I to remember is that there’s a big
difference between an investment & an expense. :
Iknow that for most of you - you’re frustrated at the thought of software cost. Don’t be. It’s an
investment into your business and just remember that you can upgrade your setup as the months go
along!
In this Plug N Play I’m going to give you paid, cheap & free options for pretty much every single
software so bear that in mind… you won’t be boxed into any specific software.
The other thing want you to keep in mind is that many of these softwares you really only need once
I
you ACTUALLY sign a client. So the running cost while you’re in the early stages isn’t much, but once
you actually sign a client then you can use it!
Finally, the thing to really bear in mind is that even a $100-$200/pm cost to run the business is
nothing. Most business owners would laugh at you if you told them that’s all it cost to run your
business. You need to remember that most business owners are spending $20,000-$50,000 per
month just to get their business off the ground.
Website/Funnel Builder: Clickfunnels
Fee: $97/pm after a full 14-day free trial available through exclusively this link
https://growyouragency.com/clickfunnelstrail
Severity: 10/10
When To Use: Sign up NOW! This tool is a game changer because literally get to give you half of my
I
agency for you to COPY + PASTE using the funnel links. The 20+ website templates + 5 on-boarding
funnels are exclusively available via ClickFunnels.
If you want to get started with a 14-day free trial click HERE .
Communication: AgenciFlow
Alternative: Slack (Between $20-$60/pm to manage 3-5 clients)
Fee: $69/pm (27% OFF with the code GYA2022) with unlimited clients & also all the features of
AgenciFlow included.
AgenciFlow: https://www.agenciflow.com
Severity: 10/10
When To Use: Immediately after signing your first client - AgenciFlow will allow you to communicate
seamlessly with all your clients & contractors, both on desktop & mobile - including voice notes &
GIFs natively.
How To Use The Software: Once you’ve created an account, start creating projects to manage all
internal tasks with your team. After creating projects it’s time to take care of all aspects of your clients
work flow. Simply create a client inside the platform and invite them and their team to start
collaborating. You will be able to manage all your communications and tasks to make sure you are
always up-to-date and never miss messages from your clients again!
Invoicing: AgenciFlow
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Alternative: Use SimpleInvoices ($10/pm)

Fee: $69/pm (27% OFF with the code GYA2022) - but you get the communication & project
management features are included anyways.

AgenciFlow: https://www.agenciflow.com

Severity: 10/10

When To Use: Take advantage of the 2 week free trial immediately after signing your first client -

Connect stripe to AgenciFlow and send your invoice.

How To Use The Software: Visit Module 8 - Operational Excellency 101 Powered By Agenciflow.

Project Management: AgenciFlow

Alternative: Asana ($30/pm for you + contractor)

Fee: $69/pm (27% OFF with the code GYA2022) - but you get the communication & invoicing
features are included anyways.

AgenciFlow: https://www.agenciflow.com

Severity: 10/10

When To Use: Once you have clients, a contractor or both on board - it’s time to commit to project
management. AgenciFlow has you covered with a simple to use interface that links to each client
directly.

How To Use The Software: Visit Module 8 - Operational Excellency 101 Powered By Agenciflow.

Contracts: HelloSign
Alternative: Manually send clients the contract, they sign it and scan, then you sign it and scan.
Absolute nightmare.

Fee: $15/pm and is available HERE

Severity: 8/10

When To Use: When you’re about to sign your first client, sign up to this service ASAP and make sure
you throw it into your on-boarding module (more on this later).

How To Use The Software: Coming in later modules.

Screen Recording/Sharing: Loom

Alternative: Use Loom’s free version.

Fee: $10/pm and is available HERE

Severity: 7/10

When To Use: Once you get near 100 recorded videos so you want a backlog of them all stored. Loom
pro allows you the app that lets you record 4k & HD screen capture. It also stores more than 100
videos which is all you get with the basic version.

How To Use The Software: Self explanatory.

Video Hosting: Vimeo

Fee: Free (500mb per week limit) - Click HERE

When To Use: Sign up once you shoot the website scheduling page video (coming soon) and you’ll
also need it when you film the on-boarding modules.
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How To Use The Software: Self explanatory.

Scheduling Software: Calendly

Alternative: Use Google Calendar. With this option you can’t allow someone to just book in a time
automatically from your available slots. You’ll have to actually ask them - ‘What time works for you?’
And ask them what email is best for the Cal invite. When you’re face to face or on the phone with
someone, this is the best option but it’s so important to have an automatic scheduler where someone
can just book in a Discovery Call

Fee: $8/pm and is available HERE

Severity: 9/10

When To Use: Once you start reaching out to clients because you’ll need a scheduling link for them to
book in a time to speak with you

How To Use The Software: IMPORTANT! Make sure you integrate Zoom with your Calendly, learn how
here You can follow Calendly’s new user guide HERE
. .

Questions For Discovery Calls:

What’s your website (Type ‘N/A’ if you don’t have one) [Textbox small]

Your business social media links (As many as possible, hit shift for extra space) [Textbox
medium]

What’s your currently monthly revenue? [Dropdown list]

$10k-$25k per month

$25k-$50k per month

$50k-$100k per month

$100k-$250k per month

$250k-$500k per month

More than $500,000+ per month

What’s your desired monthly revenue in 12 months? [Textbox small]

If you're accepted how soon can you get started? [Textbox small]

Have you ever worked with an agency before? (If yes, what was your experience with them?)
[Textbox medium]

What sets you apart from other applicants wanting to work with us? [Textbox medium]

Full Suite: Google Suite

Fee: $6/pm for basic plan (All you need) - Click HERE

Severity: 10/10

When To Use: DO NOT sign up now, wait until the next module where you would’ve already bought a
domain and that makes it easier to sign up to GSuite once you have your registered domain, business
email, etc

How To Use The Software: Coming in later modules.

Online/Remote Calls: Zoom

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Alternative: Just use the free version - Hands down the best way to have online meetings with clients.
Unique zoom meeting ID allows you to put the link to join the call right in the confirmation email of
Zoom. The only issue with the free version is that it’s got a 40-minute max meeting length when
there are more than 2 people in the meeting.

Fee: $15/pm and is available HERE

Severity: 8/10

When To Use: If you have the money and want to save embarrassment from meeting ,ending after
40min if they bring a business partner. With Zoom pro literally the only notable difference is that you
can have group meetings longer than 40 minutes. This is super important if they bring a business
partner or you have your strategy session once they become a client with a contractor or their
business partner present.

How To Use The Software: Self explanatory.