Ultimate Client Strategy

Turn Your Professional Relationships Into
Clients and Revenue

It's not about being in more rooms.
It's about being the one they think of first.

The Endorsement Strategy by Lisa Rosenthal

Self-paced course with live support from Lisa

Turn my Connections into Clients
Lisa has taught this live to rooms of hundreds of professionals in New York.
Now a self-paced course with live office hours with Lisa

Client Testimonial

Video Poster Image

Referrals Pass Along Your Name
Endorsements Bring You Clients


Built for Attorneys, CPAs, Financial Advisors and Consultants
Who Are Already in the Room

You've built real connections over the years.

And you know there's more business in them than you're seeing.

This is for you if:

  • Your months swing between steady and silent, with no clear reason why.
  • You’re at the events, lunches and referral groups, and still wonder where the business is.
  • You refer people all the time, but the business doesn’t come back. And there’s no graceful way to bring that up without making the relationship feel transactional.
  • You’ve tried asking, it felt awkward, and you quietly stopped.
  • You worry that saying the money part out loud could change a relationship you genuinely value.
  • You’ve always believed that if you do good work and build strong relationships, the business should eventually show up on its own.
The problem isn’t that you haven’t built the relationships.
It’s that no one ever taught you how to put a deliberate strategy around them.

Networking gets you more conversations.
his gets you more clients.


Why Referrals Aren’t Bringing You Clients

A personal endorsement is not the same as a referral or introduction.

A referral passes along your name.

A personal endorsement puts someone else’s trust and reputation behind it.

An endorsement arrives with something a referral doesn’t:

Trust that’s already been transferred to you.

What would your life/business look like if I gave you all the tools, tips & tricks you need to succeed?

This is where you'll transition into talking about your program. In this paragraph, you could make mention of your system/framework/method. E.g. Learn the 7-step framework that can be applied to any xyz business that will have you x result in 90 days.

Alternatively, a case study here makes a great lead into your program.

Join Us >

Introducing

Your Program Name

A 12-week course to help you systemize and automate your business so it doesn't run you.


Learn everything you need to have your business put on autopilot and enjoy the things that matter

By the end of 12 weeks you will

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  • Outcome-based statement. E.g. Have created tangible and measurable business goals
  • Outcome-based statement. E.g. Have implemented sustainable systems to remove the day-to-day business pressure
  • Outcome-based statement. E.g. Have a community of likeminded businesswomen for support
Join Us >

What you'll receive

01.

Inclusion One

Explain what the person will receive or can expect once they sign up

02.

Inclusion Two

E.g. Weekly live coaching calls and office hours. 

03.

Inclusion Three

Explain what the person will receive or can expect once they sign up

04.

Inclusion Four

Explain what the person will receive or can expect once they sign up

05.

Inclusion Five

E.g. 8 self-paced training modules full of bite-sized video content

06.

Inclusion Six

Explain what the person will receive or can expect once they sign up

What my students are saying

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Name of student


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Name of student


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A look at the modules inside our program

Goal Setting

Set Intentional Goals that get done

 

Provide an outcomes-based statement here as to what they can expect to know/achieve by the end of this module..

Automation

How to automate your business

 

Provide an outcomes-based statement here as to what they can expect to know/achieve by the end of this module.

Outsourcing

How to outsource

 

Provide an outcomes-based statement here as to what they can expect to know/achieve by the end of this module.

Program Investment

Commencing [Date]

Easy Pay

$97

x6 months

  • All your amazing program inclusions restated here
  • If you have multiple price points just duplicate this block
  • Offering 3 variations on price is a great way to make your middle option a no-brainer
  • And of course some people will take you up on your top-tier offer as well!
Join Us >

Easy Pay

$185

x3months

  • All your amazing program inclusions restated here
  • If you have multiple price points just duplicate this block
  • Offering 3 variations on price is a great way to make your middle option a no-brainer
  • And of course some people will take you up on your top-tier offer as well!
Join Us >

save 20%

$497

Single Payment

  • All your amazing program inclusions restated here
  • If you have multiple price points just duplicate this block
  • Offering 3 variations on price is a great way to make your middle option a no-brainer
  • And of course some people will take you up on your top-tier offer as well!
Join Us >

Early Bird Bonuses

When you enroll by


DATE / TIME / TIMEZONE

  • Amazing Bonus 1, Excepteur sint occaecat velit (value at $X)
  • Amazing Bonus 2, Excepteur sint occaecat velit (Value at  $X)
  • Amazing Bonus 3, Excepteur sint occaecat velit (Value at $X)

00

DAYS

00

HOURS

00

MINS

00

SECS

You can use these resources for yourself or with your clients (talk about other benefits of the resources here)

Move Your Business Forward

You Are Worth It

The best investment you can make is in yourself. When you purchase this course you will be learning lots of new things and implementing it. 

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More testimonials from past students or members

Choose the best sentence from the testimonials for the headline

Name of student


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Name of student


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The Process

01.

Save your spot in our upcoming cohort

02.

Work through the training at your own pace

03.

Master and Monetize your new skills

FAQs

Still don't have the answers you were looking for? Feel free to contact me [email protected]

Let Me In Already!

Nice to meet you!

Your instructor bio and why you're qualified to teach this goes here. 


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Program Investment

Commencing [Date]

Easy Pay

$97

x6 months

  • All your amazing program inclusions restated here
  • If you have multiple price points just duplicate this block
  • Offering 3 variations on price is a great way to make your middle option a no-brainer
  • And of course some people will take you up on your top-tier offer as well!
Join Us >

Easy Pay

$185

x3months

  • All your amazing program inclusions restated here
  • If you have multiple price points just duplicate this block
  • Offering 3 variations on price is a great way to make your middle option a no-brainer
  • And of course some people will take you up on your top-tier offer as well!
Join Us >

save 20%

$497

Single Payment

  • All your amazing program inclusions restated here
  • If you have multiple price points just duplicate this block
  • Offering 3 variations on price is a great way to make your middle option a no-brainer
  • And of course some people will take you up on your top-tier offer as well!
Join Us >

Time is Ticking

Early Bird Bonuses End or Enrolments Close in 

00

DAYS

00

HOURS

00

MINS

00

SECS

Join Us >

You are protected by our no questions asked 100% money back guarantee

Lay out the terms of any guarantee here. This could be time-based, results-based, or whatever you care to dream up! 

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