Exactly how to get your first client in 1 week with NO ads

Charles Leikauf, a fractional CFO, walks through three lead channels to land a paying client in a week: Facebook groups, in-person events, and Instagram. He breaks down the exact steps: ask engagement questions, DM prospects, schedule calls, and pitch short-term CFO intensives to close deals fast.
Chapters
$900. God forbid I get sick. There's a million things that I need to do and pay for. If you own a small tax bookkeeping or accounting firm and you need to come up with money quickly and you don't know how to run ads or have money for ads, you need a thousand dollars by the next week. Hi, my name is Charles Lykoff. I'm a fractional cfo. I'm going to show you exactly how to get a fractional CFO client without running ads in the next week. Because otherwise we can't have you just eating beef sticks to save your life. So first off, let's get all this out of the way and we'll get started here. How to get a client in one week. Number one, right? Rules, rules. No ads to free. All right, the first thing that would do is Facebook groups. I got my first fractional CFO client and a Facebook group. Here's what I did is they posted in a Facebook group saying they need help. They're in an E commerce business owner Facebook group. So I'd find a Facebook group that has people who you can sell, who you can serve in there who have problems. So Facebook groups, we want business. So I would do things like E. Comm, construction, H Vac and plumbing, electrical. And I would join these groups and I would see people who need help and I would reach out to them for help. If they need loans, they need lending, they need money. Because you want to reach out to people, get them on the phone and sell them a financial services you can help them with. If you need help doing the actual financial services, you can look at some of the mastery products that we have about education, but I'm talking about how to get someone on the phone to get the money if you need to get paid by Friday and today is Monday and you ain't got no money to get to them. So. So the first thing is I'll join Facebook groups here. How do you get in Facebook groups? So the first thing you do is you want to ask a question, right? So you, you ask a question to build engagement. You ask a question to build engagement as a plumber, what are you using for lines of credit? What are you using for working capital? People will put in a bunch of different offers and they'll be like, oh, I don't really know. You're going to DM every single person. Hey, I know you were looking to get money through this way. Well, if I can help you get a loan, can I get 1% of the proceeds, right? Hey, I knew you, we were talking about loans. If you borrowed loans. I actually help plumbing companies make more money. If I could show you how, would it be worth a quick call? Get them on the call, sell them a six week CFO intensive for $9,800, right? So you want to ask a question to get engagement. The whole idea of that is so you can message these people individually. You might be like, hey Charles, it's spammy, blah, blah blah. The situation is you have a week, you have no money and you need, you only have time and you need to come up with $1,000 or more out of thin air. Do you want to eat? I know if I needed to eat, what would I do? I would get busy. So that's the number one is Facebook groups. I would go to Facebook groups, I would ask questions or create posts to get engagement. I would message every single person there and I would try and get them on a sales call to sell them whatever service that I could provide that I know with my knowledge or background of financial services, be it a tax plan, be it bookkeeping, be it an accounting, be it a restructuring program or CFO intensive or even a loan. So number one is Facebook groups. Number two, in person events. So in person can anything from your chamber of commerce to BNI to local business meetups, to even conferences and conventions, right here, in person. Here's the thing with in person. In person is high leverage, low scalability. So if you go, you need to be committed to getting a conversation with someone. Don't just ask for someone's business card and step away. Connect information with them. Schedule an appointment with them to go over and see how you can help them. Now when you go to in person events, you want to make sure you're focusing on people who actually have money, time, energy and resources. You don't want to talk to the guy who's a one person plumbing business when you can only sell financial services like fractional C. With someone who's doing a couple million dollars a year, you want to avoid that guy. I'm sure he's a wonderful person. He's not a qualified prospect. So in person events here, this is quality over quantity, right? So we have Facebook groups in person. Number three would be Instagram. Here's what I did. I would go on Instagram and I would post content about how I can make more money for H Vac companies or plumbers or E Commerce. Mine's E Commerce. So if I needed money tomorrow, I'd be like, hey, if you're an E Commerce Business. You're probably paying too much on shipping. I'm giving away five free shipping audits. Right. I saved the client XYZ hundreds of thousands of dollars a year. That's true. Don't lie. Right, but see what you can do. I'm going to get them on the phone, I'm going to go over their bills and like actually I found out that you're actually losing money here, here, here and here. Well, I could solve that for you. And it's called fractional cfo. Are you interested in that? So I would send them messages, right? So every single person that follows you on Instagram, so we've got ig, you're in a dm, all followers, all likes and comments. And the whole idea is get people on a call, get people on. I would draw a little phone, but I can't do that on a call. Going through this system. What you're going to be able to do if you do this here, your goal of you have seven days to do so. Seven days going to drive, you're trying to drive two calls. Two calls per day. Two calls per day, that's 14 calls equals. That should equal. Right. If you, if you have a, a, a 20% close rate here or about. So that, that should equal one to two new customers. I would sell them at $9,800. CFO intensive. And that's what I would do if I had seven days, only time, no money to go through here. Ranked on all threes. I would do all three of those. I would go to an in person event. I would do Facebook groups, I would do Instagram. That's what I would do personally. If I need to come up with $10,000 in the next seven days as a fractional CFO, that's how to get someone on the phone and get to a conversation. That's how, that's not how to do the actual services. You can do the actual services. I've got a whole bunch more training here on YouTube and everywhere else. Or just check out my website@profitsurg.com this is what I would do if I had to start from zero with no money and I needed to get clients tomorrow.










