Client Converter 7 steps to an effective business plan

Turn website visitors into clients with this business planning template, course and drip marketing series.

“Business Plan” is one of the most searched for phrases by business owners. Offering your website visitors a free business plan template to download will capture lots of email addresses.

Those leads will then be sent seven emails, showing them how to write an effective business plan. The finished plan will be a great way for you to start a conversation with them.

Client Converters don’t stop working at the end of the seven day course. We’ll keep on sending business advisory emails, once a month until that lead becomes a client.

How does it work?


We add an eye-catching “call to action” to your website, encouraging visitors to sign up for a 7 steps to an effective business plan course written by our team of business experts.


The person gets the seven day business planning course via email, packed with insights they can apply to their business. Each email features your firm’s branding and contact details and encourages them to get in touch for further help.


When the course finishes, another email is sent with more information about your firm. At this point, some leads will become clients. If not, we’ll send them an engaging business advisory email every month until they become a client or choose to stop receiving emails.

What's Included?

Client Converter Screen
  • Learn 7 steps to an effective business plan email course (more details below)
  • Automated sales follow up emails written by Bizink’s sales team
  • Monthly email written by our team of business experts sent out until the lead becomes a client or chooses to stop receiving emails from you
  • Every email is sent from your email address, features your branding and your contact details
  • iPad app – signup up prospects when you’re out and about
  • Detailed reporting on who has opened and clicked on the emails
  • Export lead data whenever you want

Course Details

Day 1 - Is there a market?

Prove there’s a sustainable demand for your product or service

Day 2 - Identify capacity and delivery issues

Can you actually make the product you’re offering, or deliver the service you’re advertising?

Day 3 - Financial feasibility

Prove that you can make money with your idea, and that you’ve planned what you’ll need to start up, and to grow

Day 4 - Can you compete?

Demonstrate what it is that you do better than anyone else – your competitive advantage

Day 5 - Pricing & Margins

Show how your pricing is accurate, so that you can maximize your profits

Day 6 - Become business compliant

Show how you’re compliant with any bylaws and licensing, and that you have all the relevant permissions you’ll need

Day 7 - Create a marketing plan

Illustrate that you understand who your customers are, and what they want

Day 8

Follow up asking if the person wants more help with their business plan and encouraging them to contact you

Ready for more Leads?

Sign up and start converting your website visitors into clients today.