Services

Services

Bronze Level - Westmark Associate

This option is ideal for businesses new to professional-level marketing, or if your budget is small and your list is on the smaller side. We'll help you build your list at a gradual, affordable rate, while backing your list so that you can participate in cross email campaigns. Entry Level Associates receive a complimentary Welcome Campaign and have the option of purchasing an additional sales funnel at any time, a la carte. You CAN take things to the next level on a small budget!
Compare Associate levels in the chart below

Initial Set-up Includes

  • Evaluation of current lead generation processes
  • Complimentary and optional Welcome Campaign (Infusionsoft)
  • Dedicated Westmark Associates promotions calendar
  • Dedicated Account Executive

Monthly Recurring Relationship Includes

  • 400 - 500 leads per month (averages out per quarter)
  • Participate in 1 Multi-Speaker Event per quarter
  • Calendar reminders and follow-up for all exchanges
  • Weekly reminders for upcoming promotions

Additional Services for a Fee

  • A-la-carte sales campaigns available, including Infusionsoft Start-up if needed (quote)
  • Newsletter (per case basis)
  • eBook creation (quote)
  • MoneyShow Representation (per case basis)
  • Business Planning Session with Pat Johnson (5k for two full days plus travel expenses)
  • Hourly Consults (quote)
  • Conversion Pub Discounted Rate

Silver Level - Westmark Associate

This option is ideal for businesses new to professional-level marketing, or if your budget is small and your list is on the smaller side. We'll help you build your list at a gradual, affordable rate by including you in cross email campaigns. Bronze Associates receive a complimentary Welcome Campaign and have the option of purchasing an additional sales funnel at any time, a la carte. You CAN take things to the next level on a small budget!
Compare Associate levels in the chart below

Initial Set-up Includes

  • Evaluation of current lead generation processes
  • Complimentary and optional Welcome Campaign
  • Dedicated Westmark Associates promotions calendar Dedicated Account Executive

Monthly Recurring Relationship Includes

  • 500-750 leads per month (averages out per quarter)
  • Participate in 1-2 Multi-Speaker Events per quarter
  • Calendar reminders and follow-up for all exchanges
  • 1 Sales Funnel Per Quarter (plus tech fee)
  • Funnel Office Hours
  • Conversion Pub Discounted Rate
  • One hour consult per month
  • Eligible for Newsletter Creation

Additional Services for a Fee

  • A-la-carte sales campaigns available, including Infusionsoft Start-up if needed (quote)
  • ebook (Quote)
  • Current sales campaign review and tweaking (quote)
  • Eligible for Money Show Representation (quote)
  • Business Planning Session with Pat Johnson (5k for two full days plus travel expenses)

Gold Level - Westmark Associate

This package is suitable for those who have a decent budget, a more substantial list, and perhaps already have some products and sales funnels in place. We'll help you not only get leads but also convert leads through the creation of sales funnels and provide support through Done WITH You Services. Compare Associate levels in the chart below

Initial Strategy Assessment Includes

  • Review current sales campaigns
  • Review assets, lead generation process and sales funnels
  • 1 weekly progress review meeting during initial startup month
  • Dedicated Westmark Associates promotions calendar

Monthly Recurring Relationship Includes

  • 500 leads per month (averages out per quarter)
  • Calendar reminders and follow-up for all exchanges
  • Monthly sales campaign (1 per month)
  • Funnel Office Hours
  • Two 1-hour coaching/consulting appointments
  • One Hosted Multi-Speaker per quarter
  • eBook (one per quarter)

Additional Services for a Fee

  • Optional Business Planning Sessions – 1k per day plus travel *Typically 1 ½ to 2 days.
  • Eligible for Money Show Representation (quote)
  • Conversion Pub Discounted Rate

Diamond Level - Westmark Associate

This package is suitable for those who wish to hand over the day-to-day business operations to a Publishing Company. All details are listed in the comparison chart below.

Applications taken for review when positions are open and may be discussed in great detail during a Discovery Call

Associate Levels Chart

 

Bronze

Silver

Gold

Diamond

Monthly Fee

Shared during Discovery Call

Shared during Discovery Call

Shared during Discovery Call

Shared during Discovery Call

Time Commitment

Month to Month 30-Day Notice cancellation

Month to Month 30-Day Notice cancellation

3-Month Commitment 30-Day Notice cancellation

6-Month Commitment Limited availability approval required

Evaluation of current lead gen process

Yes

Yes

Yes

Yes

Complimentary Welcome Campaign

--

Yes

Yes

Yes

Dedicated Acct Executive

Yes

Yes

Yes

Yes

Lead Commitment

400-500/month Details shared during Discovery Call

500-750/month Details shared during Discovery Call

500/month Details shared during Discovery Call

1000/month minimum leads received Details shared during Discovery Call

Multi-Speaker

Per Availability (review required)

1/QTR
Participant

1/QTR
WMT Hosted

1 QTR
YOU HOST

Sales Funnel - Imported NO Custom campaigns

Extra per Bid

1 per QTR

1/QTR Imported & 1 Custom campaignat startup

1/QTR Imported & 1/QTR Custom

Newsletters

per case basis

Elligible weekly/ad exclusive/rev share

Elligible weekly/ad exclusive/rev share

Elligible As inventory permits

eBook

Extra per Bid

Extra per Bid

Included at Start-up

Included at Start-up

Collaborative Project

Yes 1/QTR

Yes 1/QTR

Yes 1/QTR *mailing to house list required

Yes, Minimum of 1/QTR

MoneyShow*

(review required)

Yes (eligible)

Yes (eligible)

Yes (eligible)

Coaching/Consulting meetings

1 at Start-up additional per bid

Yes (1/month)

Yes (1/month)

Yes (2/month)

Publish Relationship

No

No

(review required)

(review required)

Business Planning Session - 2-Days in person Houston, TX or Jacksonville, FL. Pricing shared at Discovery Call (on premise with travel reimbursement)

Per Availability

Per Availability

Per Availability

Included at startup and again 2nd Qtr.

*additional fees apply

Phone Sales - TBD

Per Availability Fee based

Per Availability Fee based

Per Availability Fee based

Elligible - Fee based or Revenue Share consideration

Price - Monthly Fee

Shared during Discovery Call

Shared during Discovery Call

Shared during Discovery Call

Shared during Discovery Call