How to close alex hormozi + 10 new consulting clients in ~90 days with a productized offer (0 bs/hype case study)

just wanted to share a raw breakdown of how I helped my client go from services rat race / hell to a crazy win: $97,500 from 10 new clients from a brand new offer (not including $ from Hormozi) in just 90 days!

no fluff, just exactly what worked.

FYI: this is from a 5K+ word, 31 page case study breakdown that includes all the resources we used to help my client. If you want complete access, comment below or drop me a msg.

let's dive in

CASE STUDY HIGHLIGHTS
we worked with a youtube growth agency. before working together, they were stuck. high-profile clients like ali abdaal and mr. beast, but totally caught in the grind.

hiring more, spending more, working more just to keep up.

they were relying on inconsistent referrals and their sales process was slow and custom, making every pitch a huge time suck.

after working with me + team for about 90 days:

they launched a new, productized offer. they got 10 new consulting clients worth $97,500 from cold traffic. and yeah, we helped them land alex hormozi as a 5-figure monthly retainer client.

their deals started closing fast, sometimes in one call. no need to hire more staff or work longer hours. they scaled profitably, unlocked predictable growth, and finally got some time freedom.

BEFORE
it was classic services rat race stuff for them. their service was fully custom, meaning endless back-and-forth and manual fulfillment. revenue was inconsistent. scaling felt impossible.

AFTER

we helped them productize their delivery and streamline their systems. result? profitable scaling without increasing workload. predictable growth, time freedom.

ABOUT THE CLIENTS (CO-FOUNDERS OF YOUTUBE GROWTH AGENCY)
this agency was co-founded by two smart guys - they combined their expertise in education and video to help educators grow on youtube.

they had an elite client list already: mr. beast, ali abdaal, chris williamson, ycombinator, clickup, and more. demand was high, referrals were flowing.

but here’s the kicker: more money and more hiring didn't solve their problems. it actually created a whole new set of issues – the "services rat race" – that they weren't ready for.

THE PROBLEM
to keep up with new client demand, they built a massive global team of remote contractors. sounds impressive, right? wrong. it cranked up business complexity and demanded more of their time, not less.

they were hiring without proper systems for vetting, recruiting, onboarding, training. this led to wasted time, wasted money, and some bad hires they had to let go.

topline revenue was growing, but so was churn, payroll, and overall business complexity. they were constantly hunting for new clients just to replace the ones leaving.

their service was high-touch, fully custom. this meant long sales cycles and inconsistent revenue.

as michael put it, their #1 challenge was: "sales have been super slow (we make extremely customized pitches) - we’re currently targeting an extremely narrow segment of potential clients.”

this is the classic hamster wheel of trading time for money.

THE PROCESS
i implemented my services 'accelerator' process by starting with the foundation : why -> what -> whow

first, we focus on why. this is the foundation. for them, it was about defining their vision, not just for the business, but for their personal lives.

second, we focus on what. this is the blueprint. we designed the core components of their infrastructure for growth: targeting, offering, and systems (lead gen, sales).

third, we focus on how. this is execution time. we assembled the resources (time, money, tech) to bring the blueprint to life and achieve that vision.

now, let's get tactical into the step by step

STEP 0: CLIENT INTAKE
our program is productized, but it’s still customized. every business is different. we use a google form to get a holistic view.

from their intake form, we got their current metrics (<25 leads/month, <10 appointments/month from cold email) and their targets (add an extra $15k/month from their new consulting offer). we also identified strengths (proven offer, case studies, client list) and weaknesses (targeting, financials).

with this data, we prepped for step one: productizing the offer.

STEP 1: PRODUCTIZE THE OFFER
the offer is the backbone. if everything else goes wrong but you have a great offer, you can still win.

you can't have a great offer without understanding who you serve. so, deep market research is always the first step.

since they had existing client data, we started with analysis of their past clients.

CLIENT AUDIT

they had served dozens of clients. we had them conduct a client audit. this shows you which previous clients were most successful, profitable, and enjoyable to work with. that data brings clarity for the next step: defining your niche.

NICHE DEFINITION

after the audit, we had promising niches, but needed to nail it down. picking a niche is often the biggest sticking point. we used a worksheet that asked:

what industries have a painful problem, can invest, are easy to target, and are growing?
what industries do you have experience in, are interested in, or feel are underserved?
what skills/services do you have or are willing to acquire?
what is this market segment's biggest challenge?
what is this market segment's dream outcome?
how can you help [industry] solve [problem] and achieve [outcome] using [capability]?
do you have the skills to solve this problem? if not, who or what can help you?

after that, their niche was clear: experts already selling $1,000+ info products who want to grow their audience.

CLIENT TARGETING BLUEPRINT

once the niche was locked, we developed their targeting blueprint (customer avatar, client persona). two questions matter here:

what is their biggest problem?
what is their dream outcome?

that's it. the rest are details, but helpful for lead gen:

metrics: how do they define success/failure?
job title: what do they call themselves on linkedin? (ceo, founder, partner)
age: how old?
location: where?
income: how much do they (or company) make?
seniority: executive, director, manager?
company size: how many employees?

PRODUCTIZED OFFER CREATION

now the fun part: productizing the offer. since they were struggling with operational capacity, they needed a simple offer. something that could be sold quickly (1-2 calls), no proposals, easy to fulfill.

here's the framework we used:

who is the target market?
what problem are you solving?
what dream outcome are you delivering?
what's the process to achieve this transformation?
what milestones measure progress, and when are they due?
what format and features are part of this offer?
what's the financial investment? (e.g., $5,000 one-time or $2,000/month for 3 months)
what's the effort investment? (e.g., 2 hours/week for 6 weeks)
what are the guarantees?
what are the capacity constraints? (e.g., 1 dfy client/month or 1 coaching client/week)
why should prospects sign up today? (e.g., price increases every 1-2 months)
what's the name of your offer?

you also need to map out fulfillment on the backend, but that's a whole other process

THE EARLY ADOPTER PRESALE

since it was a brand new offer, we used our signature early adopter presale strategy. this is how i launched my own accelerator in 2017, generating $36,000 in presales before the program was even finished.

the idea: offer limited-time promotional terms to a limited number of early adopters. they get to be part of something new and get a great deal. this validates your offer before it's 100% ready, eliminating risk.

terms to define for a high-converting presale:

bonuses: extremely valuable bonuses only early adopters get.
discount: significant (25-75% off).
capacity: limit spots (e.g., 3 clients, 1 cohort of 5-10).
deadline: specific date or after # spots filled.

this creates exclusivity and boosts conversions. for our client, we offered a significant discount (a few thousand dollars off). seriously, don't sleep on presales for new offers.

STEP 2: LAUNCH LEAD GENERATION
offer productized? time to launch lead generation. for our client, we implemented highly personalized outbound lead generation: the dream 100 outbound method.

HOW THEY CLOSED ALEX HORMOZI (THE DREAM 100 OUTBOUND METHOD)

everyone asks about they closed hormozi. truth is, it wouldn't have happened without our client's world-class skills. but here's how we structured it:

they brainstormed dream clients, hormozi was one.

they analyzed his youtube videos to spot improvement areas.

they compiled research into a video explaining exactly how to improve his videos.

they sent a short email with the video to alex. a few days later, he replied.

they set up two calls (one with his team, then one with alex/leila) and implemented our sales process.

they created a proposal (for their done-for-you service, not the new consulting offer) to manage his youtube channel.

closed the deal!

that's it. they did their homework, added massive value upfront. the rest was easy. this is the dream 10 or dream 100 campaign (aka account-based marketing).

in addition to hormozi, we used this process for their new consulting offer:

940 prospects contacted
42 appointments booked (4.47% cold lead to appointment)
10 sales closed (23.81% appointment to client conversion)
1.06% contact to client conversion rate

that means roughly 1 in every 100 cold leads became a client. it's a ton of work, but wicked effective when done right.

we use this for prospective clients, partners, influencers. ask yourself: which client, partner, or influencer would change the game for my business? list 10-100 people, then implement this.

yes, it's more work. but conversions and rewards are way higher. it leverages the reciprocity effect: provide so much value upfront, and prospects are neurologically wired to return the favor.

while every other marketing 'bro' sends spammy ai-written copy, you stand out by genuinely providing value. good news: once it's working, you can operationalize it with one virtual assistant.

to scale this, you need clear guidelines for:

examples of dream clients/partners/influencers.

how to verify email/phone/social media contact info.

how to conduct research and 'audit' prospects (like how they analyzed hormozi's videos).

how to customize the copy (senior person does this initially).

how to set up automated outreach sequences.

AUTOMATED OUTBOUND WORKFLOW

automated outbound is powerful and cost-effective, but also super competitive because of rampant spam. what i mean by automated outbound: highly targeted campaigns that run on autopilot after initial customization until leads reply. then a human steps in.

here's the high-level workflow we used:

developed their dream client prospect list.

wrote highly targeted, customized outreach sequence copy for split-testing.

a virtual assistant verified contact info and customized the copy.

va requested approval for new prospect sequence.

we approved, va loaded sequence into software. sequence ran on autopilot, generating replies.

va responded to all replies they could handle. for complex responses, va asked for guidance, we documented it, va replied, saving it for future reference (improving the system over time).

COPY

here's the exact copy structure we used to get 11 new clients from cold email:

(email intro) [intro about who you are/client's background/credentials] [brief statement of what you do and for whom] [social proof / big name clients / impressive results] [personalized audit/insight showing you did your homework] [clear call to action – offer a specific, valuable insight or resource]

we included multiple follow-up emails every few days. these included a free live workshop, restated the initial email, and added social proof. do not sleep on follow-up! most replies came after the initial email.

and for the love of god, do not write "just bumping this" in your follow-up. instead, send emails with specific, helpful suggestions (like those in the first email) and link to authority-building resources (case studies, trainings).

an effective follow-up template: hey [name], for some immediate insight into how we [achieve outcome], here's a live workshop we ran with our client for his community. we explain how to [solve problem] with our [unique process/offer].

SOFTWARE

guess how many tools we used to close hormozi + 10 other clients in 90 days? three.

lemlist for outreach.

calendly for scheduling sales calls.

google sheets for tracking.

no ai agents, crms, data platforms, or any other nonsense. you don't need all that bs.

i've run automated outbound for years and tried everything. lemlist is the best outreach tool, hands down. simple ui/ux, exceptional performance. we've sent 25,691 emails with a 94% deliverability rate. there's some technical setup for high deliverability, but it's worth it.

TALENT

three key roles for effective automated outbound:

copywriter to customize copy.

virtual assistant with sops to handle the rest.

executive (founder) to approve everything.

STEP 3: DEVELOP SALES PROCESS
when we started, they were winging sales like most. adrian sold one way, michael another. no real process. yet they still grew to half a million a year! proof of a great offer, even with bad sales.

by the end, adrian had his first one-call close. proud moment. here's how they transformed.

we developed a two-step sales process for outbound lead generation: lead conversion then sales conversion.

LEAD CONVERSION

purpose: convert leads into qualified sales appointments. all conversations move prospects from lead to qualified lead to qualified sales appointment. since we used the dream 100 campaign, all prospects were already qualified, simplifying things. the team focused solely on scheduling discovery calls.

founders should do this for the first 10-30 appointments, then systemize and delegate. to systemize lead conversion:

list of qualifying questions (for non-dream 100).
spreadsheet of typical responses (positive, neutral, negative).
predefined templates for each response type.
response trees (what to say if prospect says x, y, or z).
video walkthrough of the process in real time.
video walking through successful conversations.
job listing explaining role, responsibilities, resources, and motivating compensation.

the most important step here is follow-up.

SALES CONVERSION

this was the most critical part for predictable growth: dialing in their sales process. they went from winging it to one-call closes with a dead simple, repeatable checklist-style process.

we broke down sales into stages, defining essential questions for each. the questions brought crystal clarity on:

their problem.
their vision.
the gap between problem and vision.
why our client was the best solution to bridge that gap.

at first, it felt awkward. we did live role-playing to smooth it out. but nothing beats live reps.

STEP 4: PERFORMANCE OPTIMIZATION
TRACKING

first step to transformation is self-awareness. measure what you want to change. for our client, we tracked three things:

emails sent.

appointments booked.

sales closed.

we used a google sheet. every week, we reviewed analytics and i suggested specific optimizations for lead generation and sales.

OUTBOUND PERFORMANCE & CRO

key performance indicators for outbound email:

open rate.

reply rate.

reply to appointment (qualified lead) rate.

if any metric is below standard, pick one solution, implement it, then evaluate after enough data (100-500 sends).

SALES COACHING & CRO

i required my client to record their sales calls. this let us "track" their adherence to the new process. every other week, i hosted live sales call breakdowns. i'd listen with them, go through the sales process checklist, "score" each stage, and give real-time feedback.

this was, without a doubt, the most awkward and effective exercise we did in 90 days. only the savages put themselves out there like that. big props to adrian and michael.

within a few call breakdowns, adrian became a sales beast, closing deals in a single call. and a few weeks later, he closed hormozi himself!

after 90 days, adrian closed 10 out of 42 appointments with cold leads. that's a solid 23.81% close rate. super proud of these guys. they put in the work, reaped the rewards: hormozi on the client list plus 6-figures in new business. not too shabby.

THE RESULTS
QUANTIFIABLE:

one retainer with alex hormozi and acquisition

~$97,500 in gross revenue generated from 10 clients.

1% conversion rate from cold outreach to closed deals.

sales cycle reduced to 60 minutes - 14 days (multiple one-call closes).

QUALITATIVE:

increased efficiency without increasing headcount.

more predictable revenue streams from standardized service packages.

higher close rates due to a structured, value-driven sales approach.

UNEXPECTED WINS:

faster decision-making from prospects because of clear service offerings.

more referrals from satisfied clients who appreciated the clarity.