Our 5 Tier Client Ascension Model For 2023
I’ve developed a 5 tier ascension path for our clients you might want to model (in full or in part)?
I’ve been refining & building this out since 2018 in my own business & wanted to share the current version with you as we head for the new year.
Rolling into 2023 we’ll be helping our clients expand their product suites to align with the relevant components of this model.
Plus we’ll be working with them to deploy our Invitation Selling frameworks to ascend folks from one level to the next consistently & easily.
This model generates:
- Highly leveraged & diversified income
- Multiple recurring income streams to start the month with $10k to $50k+ locked in
- Heavy energy protection for the founder & high levels of time flexibility
- 6 figure partnership opportunities.
3 Key Points To Note:
#1 Clients can move up between levels, or join at a higher level directly (pending review &
acceptance of an application).
#2 This is always evolving & developing, but here’s the current version (perhaps you can take some lessons for your own biz).
#3 Certain levels are more advanced & won’t be deployed until a few years into our time working together.
Let me break down the model as it stands:
Level 1 — Individual Self Paced Digital Courses
These are all listed on the website.
They range from $100 — $3,000 & are strategic & tactical training programs + resources for coaches, consultants, personal brands & affiliates.
They all have a heavy focus on monetisation & how we’ve turned my small audience into over $3m in info sales + a bunch of industry awards since 2018.
Folks can purchase these around the clock at their own leisure.
This portfolio continues to expand as we create new solutions.
This 1st Level is typically folks first interaction with myself & the brand in a PAID environment.
Some folks will stop here, others will ascend to Level 2 & beyond.
Level 2 — Immersive ‘Daily Sales’ Academy
For folks who either buy a standalone digital course & want to step it up a notch & immerse themselves in our methodologies…
Or new people to our world who want to really dive in thick & fast…
We’ve recently added the Academy as a new level to the model.
This combines the Individual Self Paced Digital Courses from Level 1 offering an immersive experience to arm people with the strategies & tactics to start generating daily $100 — $5k sales
using our monetisation strategies.
We reward folks at this level with a ‘special deal’ for buying the Academy.
Plus they’ll get access to certain new products as we add them to the suit.
We’ll test a few packages at this level depending on what folks want included / excluded that’ll range from $2,500 — $4k.
We’ll also explore ‘upgrade’ options for existing clients who want to advance their relationship with us if they’ve purchased other components of the Academy.
Levels 1 & 2 generate highly leveraged income with little to no delivery (digital suite) with substantial scope for expansion & to convert pre-sold live assets to evergreen buyer generating programs.
Level 3 — VIP Inner Circle
This is the first level where folks work directly with me.
It’s a small group with strictly capped numbers in terms of monthly intake + total which we have planned out.
Typically folks have been through Levels 1, 2 or both, however there are instances where folks will jump right in if it’s a fit.
Inner Circle is for personal brands, coaches, consultants, course creators & affiliates who want my personal guidance + access to all our strategies to add an extra $100k, $250k, $500k+ to their profits.
We leverage my 3 Step Million Dollar Brand Playbook:
Step 1 — We nail their Signature Offer(s) that are $5k — $50k, sold with a 6 to 10 page PDF, run in under 5 hours per week & stack high ticket continuity to $10k — $50k / month.
Step 2 — We dial in their ‘perfect trifecta’ content cadence to grow their brand, build their reputation & pre-sell the Step 1 offer(s).
Step 3 — We run ‘buyer extraction’ campaigns to generate cash influxes & identify buyers to ascend to the Step 1 offer(s).
There’s a private community, we have a 1 to 1 kick off call to build your custom plan and the group meets weekly via Zoom.
I guard the entry to this very heavily & personally review all member applications / team convos to assess suitability before joining.
Energy is key for this as it’s not just another group coaching program.
If someone sneaks in who shouldn’t be there, they don’t last long.
We aren’t afraid to ask people to leave if it’s not working.
Inner Circle is a 12 month program that is currently $15k & we allow Clients to spread this over
10 x $1,500 monthly payments.
The goal is to make it a self milking cow — profits from our work together pay for the program.
I ideally want to align with folks with a long term vision to work together for 2, 3 or 4+ years on their brand & business.
I have found this to be the most effective & enjoyable approach for both parties.
Level 4 — Platinum Private Clients
These are typically folks I’ve worked with for at least a year in some capacity to make sure we’re compatible & aligned.
In VERY select situations I might accept clients directly into this level if I have extensive knowledge of their background & what they want to work on together.
Platinum Clients are concurrently enrolled into the Inner Circle since this covers our Playbook & Core Methodologies…
In addition, we meet 1 to 1 more frequently & clients will have more direct access to me on an ongoing basis.
These packages, depending on the situation, duration, deliverables & requirements currently range from $36k to $60k.
1 promo or launch with the right person over a few weeks & we can earn this back. Then the rest of our time together is ‘free’ for the client.
See self milking cow reference in Level 3.
Level 5 — Partnerships & JVs
A more recent addition to the stack which has been cooking away in the background for some time & will come online in 2023 & beyond…
My team & I will be aligning for strategic partnerships & joint ventures in very select situations to deploy capital, intellectual property, team resources & experience.
Scope here remains broad for now (may be refined in time) as we have experience across the affiliate & information space selling a wide variety of products & services.
To date we’ve done a select number of short term JVs & Partnerships with clients to test / trial a few elements of this dynamic.
We’ll be moving to longer term projects in the new year & beyond where the right opportunities present themselves.
For this to be worthwhile for the Team & I it needs to add at least $100k+ / year with viability of the project then depending on resources required (those mentioned above + my time + the team’s time).
This is why it sits at Level 5 in the model.
Obviously the volume of these will be very limited & heavily filtered.
As I mentioned off the top, we’re continuing to refine & dial this in…
But this is the core structure currently based on our experience over the last few years.
I hope there’s an insight within that you can deploy inside your own info biz.
If you’d like to join our email newsletter & free community to learn more about how we help folks extract an extra $100k — $1M+ from their personal brand / coaching & consulting business…
Visit us at www.JacobCaris.com