ATTRACT. CONVERT. RETAIN™
A complete toolkit for professionals and experts
Stop Chasing Clients and Start Attracting Them. Apply these 8 Powerful Strategies and a Clear Framework to Build a Steady Flow of Clients.
The Toolkit includes the following:
- Essential templates and worksheets consisting of every thing needed to implement smart strategies and a repeatable system for a sustainable client acquisition and retention.
- Ready to go toolkit so you won’t have to start from scratch.
- A streamlined and smart process that helps you transition smoothly, save time and standardise the way you acquire clients, ensuring a consistent and professional experience every time.
WHAT YOU GET:
1. Clarifying Your Niche & Ideal Client Profile Questionnaire
This worksheet will help you define your niche and identify your ideal client, so you can attract the right people and position yourself as the go-to expert or service in your space.
2. 30-Day Action Plan – Client Acquisition System
This 30 Day Action Plan will guide you through a structured 30 day plan to attract, convert and retain ideal clients for your service-based business.
3. Referral Request Email Script Template
This worksheet will help you craft a clear, professional and effective referral request email to generate high-quality client leads.
4. Your Expert Content Roadmap
This worksheet will help you create a structured content plan to showcase your expertise, attract ideal clients and build trust in your niche.
5. Sample Content Plan
This is a sample template you will use to organise your content themes, formats and publishing schedule for the next four weeks.
6. Networking Follow-Up Email Script
This worksheet will help you craft an effective follow-up email after meeting someone at a networking event, ensuring you build genuine relationships and potential opportunities.
7. Client Testimonial Request Email
This template will help you craft a simple yet effective email to request testimonials from satisfied clients, making it easy for them to provide feedback that enhances your credibility.
8. Lead Magnet Planning Guide
This worksheet will guide you through planning an effective lead magnet for your service or business.
9. Limited-Time Offer Email Scripts
This worksheet will help you craft an effective email to promote a limited-time offer that drives urgency while maintaining authenticity.
10. Follow-Up Email Sequence for Leads
This template will guide you in creating a structured follow-up email sequence to nurture leads and convert them into clients.
11. Your Automation Plan
This worksheet will help you streamline and automate key parts of your client acquisition, follow-up and service delivery process to save time and increase efficiency.
12. Resources and Tools
This is a list of all the necessary resources and tools including useful online resources that you need to help you in your client acquisition process.
Hear from others just like you . . .
“The Attract. Convert. Retain™ toolkit completely transformed how I approach client acquisition.”
“Before using it, I relied almost entirely on word-of-mouth, which made my business unpredictable. The toolkit gave me a clear, repeatable system to attract the right clients and convert them confidently — without feeling ‘salesy.’ Within three months, I refined my messaging, built two strategic referral partnerships, and increased my monthly revenue by 40%. What I love most is how practical and adaptable the framework is — it’s not theory, it’s a working system.”
— Sara L, Travel and Leisure Consultant
“It helped me package my expertise into a scalable, profitable offer — and finally build momentum.”
“I’ve been coaching leaders for years, but my growth had plateaued. The Attract. Convert. Retain™ toolkit helped me clarify my niche, streamline my client journey, and automate key touchpoints. The ‘retain’ strategy in particular changed everything — I now have a structured way to re-engage past clients and turn them into long-term partnerships. I feel more in control of my business than ever before.”
— Sandra K, Coach & Leadership Consultant
About the Creator
Rita — Entrepreneurial Strategy Consultant
As an entrepreneurial strategy consultant supporting experts, professionals and entrepreneurs, I’ve helped them transform their skills, expertise and experience into scalable products and services to serve others with minimal time, risk and cost.
The Attract. Convert. Retain™ Toolkit distils the same proven client acquisition and retention framework I use with my consulting clients into a self-guided format — so you can implement it at your own pace, with the same clarity, structure and strategic momentum.
Toolkits FAQs
What FOUR signature toolkits do you offer?
Below are the four signature toolkits that I offer:
- The Leverage Your Knowledge Method™
- Escape The 1:1 Service Trap™
- ATTRACT. CONVERT. RETAIN™
- The No Discovery Calls Method™
The four signature toolkits are designed to make it easier for you to use and implement effective strategies and processes into your new and existing services or business in a self-paced way.
How do I get or gain access to any of the toolkits?
It’s very EASY to get access to any of the toolkits. All you have to do is:
- Select the toolkit that you are interested in and place your order.
- Receive an email with a link to access the toolkit.
- Get access to our online portal and access your chosen toolkit plus the tools and resources including email strategy support.
Do you offer support to implement the toolkit?
Yes. I offer three levels of support depending on your preference, budget and urgency as follows:
- DO IT YOURSELF (DIY) – for those only interested in purchasing the toolkit and looking to implement it on their own while accessing our online support.
- DONE WITH YOU (DWY) – for those looking for collaborative expert support and guidance throughout implementation.
- DONE FOR YOU (DFY) – for those looking for a fully implemented expert support with minimal input from themselves.
Refer to the Support Levels for further details on levels of support.
What’s the cost of each toolkit and what do I get?
The cost of each toolkit is £49 and includes the following:
A streamlined and smart process that provides you with the methods, strategies, tools and resources to create your products or services. For detailed toolkit information on what you get refer to each toolkit.
Essential templates and worksheets covering every aspect of your chosen toolkit.
A ‘Ready to go’ system so you won’t have to start from scratch.
Is there any payment plan for the toolkits or expert support?
Each toolkit is purchased outright and therefore we do not offer payment plans on toolkits. However, there’s a payment plan and arrangement related to expert support package and this is dependent on the level of support.
Do you offer refund or ‘Money Back Guarantee’ on the toolkits?
The answer is NO. The reason being that if you are not sure or before you purchase any of the toolkits on the website we advise that you complete the Quick Pre-Assessment questionnaire in order to determine which toolkit you need, the level of support you need and most importantly whether it’s the right toolkit for your needs and whether I can support you.
Can I access the toolkit offline or download resources?
All our toolkits can only be accessed on our online portal and are accessible once you complete your purchase successfully and receive your access link. The toolkits and support are available exclusively to the client-only area and are compatible with various devices including mobile phone, laptop and desktop computer with internet connection. The online portal can also be accessed from any location with decent internet connection and at any time. Resources such as worksheets are strictly online only however, some of the resources such templates are downloadable and can be accessed offline.
How are the toolkits content delivered?
The toolkits are designed to be accessed within our client’s online portal so that you can work through the content at your own pace and wherever you are 24/7.There are 4 signature toolkits including our flagship system ‘The Leverage Your Knowledge Method™’. There’s also expert support depending on your package and the level of support. Please note that you ONLY have access to the toolkit(s) that you choose to purchase and that’s the only one that’s released for you to work through.
What do I get?
Depending on the toolkit that you choose and purchase it will walk you through the following:
- The Leverage Your Knowledge Method™:
Designed for entrepreneurs, experts and professionals looking for expert support and guidance to leverage their skills, expertise and experience to build or scale their products and services to serve others within minimal time, risk and cost. - Escaping The 1:1 Service Model Trap™:
Designed for entrepreneurs, experts and professionals looking for expert support and guidance on how to apply smart strategies and tools to transition from offering a one-to-one service to a scalable and multi income stream models. - Attract. Convert. Retain™:
Designed for entrepreneurs, experts and professionals looking to implement smart strategies and a repeatable system for a sustainable client acquisition and retention. - The No Discovery Calls Method™:
Designed for entrepreneurs, experts and professionals looking to attract high-quality clients without offering constant FREE consultation and discovery calls.
See the ‘Our Toolkits’ page of this website for more detail.
Are the toolkits available to access world wide?
Yes. Anyone can access the toolkits at anytime and from anywhere in the world. All you need is to have is a computer device or mobile phone and access to the internet.
What does the content within the toolkits consist of?
There are 4 signature toolkits and each toolkit contains strategies, tools and resources. The toolkits are designed to make it easier for you to use and implement effective strategies and processes into your new and existing services or business in a self-paced way.
Do clients get any expert support implementing these toolkits in their new or established products or services?
Yes, I offer expert support and all depends on your chosen toolkit and level of support you choose.
Do I need to commit any of my time during support and implementation?
Individuals looking for expert support must be prepared to commit at least one hour each week for strategy and accountability sessions and at least additional time each week throughout the implementation period.
What can I expect to get out of the toolkit and support?
At the end of using your chosen toolkit you would have worked through all the templates and worksheets provided and also implemented the process or system within your new or existing product, service or business.
What if I am not good with technology and find it difficult to access the toolkits?
The client online portal is very easy to use and navigate. Once you receive your access link and details, all you have to do is simply click on the toolkit that you purchased and start working through the templates and worksheets. There’s also online technical support available should you get stuck.
Any other questions?
Please email us at [email protected] and we will get back to you as soon as we can.
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