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business / marketing / campaigns / the-build / wip / build-sell-sequence-existing-list.md
Source: business/marketing/campaigns/the-build/wip/build-sell-sequence-existing-list.md

The Build: Find, Prove, Close — Email Sell Sequence (Existing List)

Audience: 225-person email list (Advisory OS / Creating Your Plan subscribers) Context: They've received CIB (Skill 1), Hidden Revenue Scan (Skill 2), and Scope-to-SOW (Skill 3) as free gifts Event: The Build: Find, Prove, Close — April 20-22, noon-1:30 PM ET Sales page: https://thepracticebuilders.ai/the-build Coupon: EARLYBIRD50 ($50 off, expires April 18) Skill used: workshop-sell-email-sequence-skill.md

Email 1 — Teaser (Monday April 13, evening)

Subject: Next week Preview text: Three sessions. Would you like to join? Coupon: Yes

I'm running a workshop next week on how to install three AI systems that find growth in your client base, turn completed work into proof, and close proposals in minutes.

We're calling it The Build: Find, Prove, Close.

Would you like to join us?

Use code EARLYBIRD50 at checkout for half off through Friday.

Here's what we're doing.

— Kathryn

Email 2 — The Problem (Tuesday April 14, morning)

Subject: Everything is in your head Preview text: That's why nothing gets done. Coupon: Yes

Hi,

You know every client.

What they're paying. What they need next. When you last talked. What you promised.

You know who should be on two more services but nobody's had the conversation.

You know which ones have been on autopilot for months.

All of it. Right there. Between your ears.

Here's how your week actually goes.

Monday morning you sit down with coffee and good intentions.

There's a proposal you need to write from a conversation last week.

A client who mentioned expanding — you need to follow up.

And you've been meaning to pull together something from that engagement you finished in March.

Some kind of proof you can hand the next prospect who asks what you actually do.

Then your inbox loads.

A client email that needs a response now.

A call at 10.

Another at 11:30.

A scope question that pulls you into a document you haven't looked at in two weeks.

A fire that isn't yours but somehow ends up in your lap anyway.

By noon, you haven't touched any of it.

Tuesday. Same thing. Different fires.

Wednesday you finally carve out an hour after your last call. You open a blank document for the proposal.

You stare at it.

You start typing the scope and immediately second-guess yourself.

You realize you don't have proof to attach — because you never documented the last three outcomes.

You underprice it because losing the deal feels worse than leaving money on the table.

An hour and a half later, you send something you're not thrilled with.

You know you underpriced it. You also know you'll do the exact same thing next time.

The case study? Still in your head.

The follow-up with the client who mentioned expanding? Didn't happen. They'll bring it up again. Probably.

Thursday you're back to delivery. Friday you're catching up on everything that slid.

Rinse. Repeat. For years.

Here's the thing nobody tells you about running a professional services practice:

You built a job that punishes you for being good at it.

Clients trust you.

They stay because of you.

Growth was referral-driven because of you.

Which means the client knowledge, the pricing logic, the proof of outcomes — all of it lives in your head. And your head is booked solid until Friday.

One practice owner I work with ran a system against her existing client roster.

It found $76K in annual revenue sitting in clients she already had.

Ones she was already billing — just billing wrong.

She knew those gaps existed. She just never had time to look.

I spent a decade watching this pattern.

Consulting firms, CPA practices, wealth management. Different industries, same constraint.

So I built three systems that do the growth work without needing you to be the one doing it.

Find.

One system scans your full client roster against your services and surfaces expansion opportunities you can't see from inside the daily work.

Prove.

1 system takes a completed engagement — you describe what happened — and produces a case study, a testimonial request email, and a post.

3 proof assets from one conversation. In your voice.

Close.

1 system takes a prospect conversation and writes a scoped, priced proposal with your proof attached. Your pricing. Your terms.

Done in minutes instead of the 3 hours you spent on Wednesday.

These systems run on your actual practice data. Your clients, your services, your voice.

Next week you build all 3 together, live with me.

The Build: Find, Prove, Close. April 20-22. Noon to 1:30 PM Eastern.

Use code EARLYBIRD50 at checkout for half off through Friday.

See what we're building.

— Kathryn

Email 3 — Origin Story (Wednesday April 15, morning)

Subject: I kept building the same thing Preview text: Then I realized why. Coupon: Yes

Every advisory practice I've worked with over the last decade has the same three gaps.

They can't see the growth hiding in their existing clients.

They can't prove what they've done — even though the outcomes are real.

And every proposal starts from scratch.

I know this because I spent 25 years watching it happen. First in ISO registration and professional development. Then inside consulting firms, CPA practices, and wealth management firms.

The pattern never changed. The owner is technically excellent. Clients stay because of them. Growth is referral-driven. And everything — the pricing logic, the client history, the proof — lives in one person's head.

When I started building Claude skills earlier this year, I thought individual tools would fix it.

The Client Intelligence Brief handles call prep. The Hidden Revenue Scan finds revenue signals. Scope-to-SOW writes proposals.

You've used them. They work.

But they work on one conversation at a time.

The practice still doesn't have a system.

That's why I built The Build. Three sessions. Three systems. All three reading from a single foundation — six documents about YOUR practice that you create before we start.

The systems don't produce generic output because they're not reading generic data. They're reading your client roster. Your services catalog. Your pricing logic. Your voice.

I'm not teaching this. We're building it. On your computer. During the session.

April 20-22. Noon to 1:30 PM Eastern.

Use code EARLYBIRD50 at checkout for half off through Friday.

The Build: Find, Prove, Close.

— Kathryn

Email 4 — Social Proof (Thursday April 16, morning)

Subject: $76K in clients she already had Preview text: Not new clients. Existing ones. Coupon: Yes

A practice owner I work with ran a prototype of the system we build in Session 1.

She's sharp. Good firm. Knows her clients.

But she'd been growing the same way for years. Referrals. Repeat work. Word of mouth.

Revenue was flat. Her instinct was to go find new clients.

Instead, we pointed the system at her existing roster.

It scanned every client against every service she offers. Flagged mismatches. Clients on one service who should be on three. Relationships that had gone quiet. Businesses that had changed while the engagement stayed the same.

$76,000 in annual revenue. Sitting right there. In clients she already had.

She didn't need new clients. She needed to see the ones she had more clearly.

That's one of three systems you build in The Build.

Monday: find the growth. Tuesday: capture the proof. Wednesday: close the proposal.

You build on your data. Your clients. Your services. During the session. You keep everything.

Use code EARLYBIRD50 at checkout for half off through Friday.

See what we're building.

— Kathryn

Email 5 — The Bold One (Friday April 17, morning)

Subject: You already know what to do Preview text: You just don't have time to do it. Coupon: Yes — last day

Hi,

You already know what a good proposal looks like.

You already know why case studies matter.

You already know there's revenue hiding in your client base.

You've known for years.

And none of it gets done.

The engagement you finished in March still has no documented outcome.

The proposal from last week took 3 hours and you underpriced it.

The client who should be on 2 more services is still on 1.

You know what the practice needs.

You just can't get to it because the practice needs you for everything else.

The Build isn't a teaching event.

You show up with your data.

You open your AI tool.

I walk you through building 3 systems on your computer.

When we're done, you have output you can use that day.

A ranked list of client expansion opportunities with outreach drafts ready to send.

3 proof assets from 1 engagement — case study, testimonial request, post.

A scoped, priced proposal with your proof attached.

Built on your data. In your voice. Yours to keep.

The systems do in minutes what you can't get to in a week.

Today is the last day for the early bird.

Use code EARLYBIRD50 at checkout for half off.

The Build: Find, Prove, Close.

— Kathryn

Email 6 — Full Details (Saturday April 18, morning)

Subject: Monday at noon — here's exactly what happens Preview text: 3 sessions. 3 systems. Built on your data. Coupon: No — expired

Hi,

The Build starts Monday.

Here's what we're doing.

Session 1 — Find (Monday, April 20, 12:00-1:30 PM ET)

You install a system that reads your client roster and services catalog.

It scans for expansion opportunities — clients using 1 service who could use 3, relationships overdue for a conversation, businesses that changed while the engagement stayed the same.

You leave with a ranked list of growth opportunities and outreach drafts ready to send.

Session 2 — Prove (Tuesday, April 21, 12:00-1:30 PM ET)

You describe 1 completed engagement.

The system produces a case study in your voice, a testimonial request email ready to send, and a post built from the same material.

3 proof assets from 1 conversation.

Session 3 — Close (Wednesday, April 22, 12:00-1:30 PM ET)

You describe a prospect conversation.

The system generates a scoped, priced proposal with proof attached.

Your pricing logic, your terms, your voice.

Before the sessions:

You build your Practice Brain — 6 documents about your practice (services, clients, pricing, voice, outcomes).

Every system reads from these.

That's what makes the output specific to your firm.

Takes about 40 minutes. You get access immediately after purchase.

What you keep:

Format: Live on Zoom. Build-along — you build on your computer during the session with your data.

Works with: Claude, ChatGPT, Gemini — any large language model.

Investment: $100

Guarantee: Show up for Session 1 and do the work. If you haven't identified at least 1 growth opportunity in your practice by the end of that session, email me for a full refund.

Get The Build.

— Kathryn

Email 7 — Last Call (Sunday April 19, morning)

Subject: Tomorrow at noon Preview text: Find. Prove. Close. 3 days. Coupon: No

Hi,

The Build starts tomorrow at noon Eastern.

Monday: find the growth hiding in your client base.

Tuesday: turn completed work into proof you can publish.

Wednesday: generate scoped proposals in minutes.

You build on your data. You keep everything.

"I'm still the expert, but I'm no longer the bottleneck." — Linda Stapf, CPA

I'm in.

— Kathryn

Email 8 — Morning Of (Monday April 20, 9:00 AM ET)

Subject: 3 hours Preview text: We start at noon. Last chance to join live. Coupon: No

Hi,

The Build starts in 3 hours.

If you've been thinking about it — this is the last chance to join live.

Noon to 1:30 PM Eastern. 3 days. 3 systems on your computer.

Join us.

— Kathryn

Notes

QC Pass

Copy QC (copy-qc.md):

Voice check (voice.md):

Terminology:

Links:

Preview text: Present on all 8 emails