Learn to start, build and grow CRO agencies
CRO agency masterclass
By Peep Laja, Founder of CXL
Course length: 2h
Some of the companies that train their teams at CXL Institute:
Introduction video (33 seconds)
You’ll learn how to…
- Find your first, and your 100th client
- Pitch clients in a way you close deals
- Price your products
- Productize your service offerings
- Run the kickoff call
- Manage client relationships
- Plan the skills your team needs
…and much more.
This course is right for you if…
- A CRO practitioner or freelancer
- Starting or currently running a CRO agency
- Expanding your agency to add CRO services
- Building and hiring a CRO team from scratch
This course is probably not for you if…
…you’re mainly doing in-house conversion optimization, or if you’ve been doing it for 5+ years, and have figured it out.
Running a CRO agency is really hard
Whether you’re a freelance consultant picking up your first client or you’re at a large agency with hundreds of employees and many clients, the above statement stands true: it’s hard to run a CRO agency.
There are so many moving pieces in running a services business. You have to gather leads, close deals, manage clients, hire talent, choose the right tools and techniques, as well as communicate the results of your work effectively (while producing amazing work, of course).
If you currently offer conversion optimization services or if you plan to in the future, this course will help you build a sustainable business while mitigating the number of mistakes you make.
Learn to close more and bigger clients
When you’re selling agency services, no matter how you productize your offering, you’re still selling time. The fact is that it just makes so much more sense to work with bigger clients. Being an agency means you’re in the margin business, not volume business.
- Time spent with any client is pretty much the same, but big companies can afford to pay a lot more
- You increase their revenue by 1%. If their annual revenue is 500 million, that’s many Ferraris. If their annual revenue is $100,000 and you get a 1% bump, they fire you and tell everyone how much you suck.
This course will show you how to attract the right clients, win them over and close big deals.
This course will equip you with not only the toolset and knowledge, but with the confidence to grow your business by leaps and bounds.
Delight current clients with deeper expertise and process
Keeping and managing clients can sometimes go unnoticed when you think about agency health, but managing clients is often the hardest and most important part of the process.
Better client management lets you focus on coming up with better solutions and getting better work done, and it also leads to longer working relationships (meaning more revenue for your agency and better referrals down the line).
In addition, this course will teach you a better and more repeatable process for client meetings and account management, so that your junior employees can quickly begin to interact autonomously with clients, removing the need for senior supervision.
Learn from the master
There are a whole lot of people out there who say they know what they’re doing, but not many actually do. Peep Laja has built one of the most successful CRO agencies of all time.
His advice isn’t to be taken lightly – he learned through 8 years of victories and defeats, trial and error, and from working with a dizzying variety of clients.
As Otto Von Bismark so bluntly put it, “Fools say that they learn by experience. I prefer to profit by others’ experience.”
Peep is one of the few who does conversion right – and can walk you through the process from soup to nuts.
Optimize your own optimization services
When you’re a practitioner – a consultant, individual contributor, or agency head – it’s common to focus on the work without focusing on steering your business in a strategic direction. “The cobbler’s children have no shoes,” as they say.
It’s easy to fall into this trap; we love the work, so we let the other chips fall where they may.
However, that’s no approach to take if you truly want to grow a winning digital agency.
This course will teach you to processize all of that stuff you usually cast aside: marketing your business, positioning your offer within the market, managing the entire client lifecycle, and managing your team.
At the end of this course, your agency will be a well-oiled machine, prepared to lead the field offering digital optimization services.
About your instructor,
Peep is the founder of CXL, and champion of conversion optimization and experimentation. He’s passionate about driving change and growth through data-informed marketing.
He was voted as the most influential conversion rate optimization expert in the world. Peep is devoted to growing the size and quality of the whole conversion optimization community. He started CXL Live conference in 2014, and is making top 1% marketing know-how available for everyone through CXL Institute since 2016.
After this course, you’ll be able to
- Position and pitch your offer (and avoiding being a “me-too agency”).
- Know how craft proposals and contracts
- Productize services for higher margins and easier sells
- Build foot-in-the-door services that get you in
- Manage clients. Keep happy clients longer and get rid of the bad ones.
- Lead client meetings that actually provide value for both parties.
- Manage company resources and politics to push through more action and get things done.
- Set your agency or consulting practice up for long-term success.
Your full course curriculum
Who makes a good fit?
- Understand what type of companies are a good fit for CRO services
- Set in place a way to qualify leads
- Why you should not sell hours
- What should you sell instead as a CRO service provider
- Things to think about when setting your prices
- Three top ways to charge, and how you really want to be charging clients
- Understand the type of business you’re in
- How to put in place a lead gen engine
- What to focus on during a sales meeting
Proposals and contracts
- When to use them, what to put in them
- What to go over with the client before starting an engagement
Client relationship lifecycle
- How to make any engagement a success
- Most website redesigns fails. This is how to get it right.
Working with low volume clients
- Some clients don’t have enough traffic for testing. Doesn’t mean you can’t help them.
Skills sets and team composition
- What skill sets do you need in a CRO agency? What can be outsourced?
Lessons learned running a CRO agency
- This is based on my own meandering experience.
Show off your new skills: Get a certificate of completion
Once the course is over, pass a test to earn a CXL certification.
Add it to your resume, your LinkedIn profile or just get that well-earned raise you’ve been waiting for.
Get this course and 50+ others when you sign up for CXL Institute
This course (and all others – full list here) are included with the CXL Institute subscription.
At CXL Institute, you can take online courses on growth, digital marketing, optimization, analytics, persuasion – all in a single subscription.
- World’s leading practitioners teaching you their best stuff.
- 50+ online courses on all things data-driven marketing
- New courses added every single month
Sign up for CXL Institute and get access to
- 50+ courses (full list here) on all aspects of data-driven marketing (new courses added every month)
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- Talk recordings by world class practitioners at CXL Live and Elite Camp
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Some of the companies that train their teams at CXL Institute: