How You Become a Client of Bright Orange Thread

Becoming a BOT client means progressing through four conversations...
During these conversations, we review and discuss your business’s marketing goals and future plans over Zoom.
We’ll also make sure our personalities and businesses are professionally compatible.

This ensures you, the business leader, and I, the marketing strategist, are on the same page.
The goal is to see if…
- We can help you
- You want our help
Keep reading for a bigger look at what we’ll chat about each time…

Connecting
We begin with a 30-minute conversation.
The back and forth, the questions we ask each other, and how we answer them will be valuable insights into how well we're likely to work together.
You will ask the myriad of questions on your mind to see if we’re a company you want to work with.
This is where I get to ask the questions to see if you fit into our Ideal Client Profile—if you’re a client that fits well in our process and needs the skills we bring to the table.
I’ve refined these questions from years of experience talking to potential clients.
Together, we’ll work to answer the bigger question:
“Is your firm, are you, in the right stage of your marketing life, where Bright Orange Thread can help move you forward?”

Exploring
Next, we’ll have our exploratory discussion.
During this conversation, we're going to dive deeper into some of the more nitty-gritty details of our professional fit.
It’s about us discussing, in detail...
- your objectives
- your company operations
- your marketing history

Planning
These talks are where we lay out marketing roadmaps and dive into the dollars.
In this conversation, we review your…
- Conversion Funnel
- Customer Lifetime Value
- Client Acquisition Cost
- Marketing Budget
- Marketing Plans

Conversion Funnel
This outlines how your prospects go through the buyer’s journey from the awareness stage to the consideration stage and to the decision stage, where they can become a customer.
Customer Lifetime Value
This is how much revenue a customer is expected to bring in over the entire course of their relationship with your business.
As a rule of thumb, our customers have customers with a Customer Lifetime Value of more than $5,000, ideally more than $10,000.
Client Acquisition Cost
This will normally be between 5 and 15% of your Customer Lifetime Value.
It’s how much you’re willing to invest in obtaining each individual customer.
To give you a better understanding of how much this might be for your business, we take you through a Marketing Budget Gut Check.
We do this with a series of questions that help the numbers pop into your head.
We then reinterpret that into a SMART (specific, measurable, achievable, relevant, time-bound) goal of how many new clients you want in the next year.
As a rule of thumb, we work with clients whose Client Acquisition Cost is around $500 to $2,000.
Marketing Budget
We will use the Client Acquisition Cost and your Marketing Budget Gut Check to reverse engineer what your budget should be.
Then, contrast those with the budget numbers you had in mind when reaching out to us and other agencies.
Marketing Plans
Once we have a general idea of your goals for marketing, I’ll put together two to three different marketing courses of action that fit within your budget.
In reviewing this spreadsheet, you can leverage your instincts on how to fit together...
- how you want to proceed
- how aggressively you wish to proceed
The plan is almost more of a recommendation because, remember, how we win is educating and guiding you on the potential of the paths forward.
Deciding
This is our final pre-partnership conversation, our fork in the road, and our last conversation with you as a prospect.
It’s where we both ask, once and for all, “Are we a fit?”

Bright Orange Thread exclusively works with 12 clients. Check out the list and claim your spot.
