YouTube Client Acquisition for Consulting Firms
Training programs that equip your partners and senior practitioners to attract high-value clients through strategic YouTube content—building firm visibility while showcasing individual expertise..
Your consultants have expertise clients are searching for. They just can't find you.
Your partners and principals have deep expertise and proven track records. They solve complex problems for sophisticated clients. But when potential clients search for answers to those problems, they find competitors, generalists, and people with half the experience your team has.
The traditional business development model still works—referrals, speaking engagements, networking—but it doesn't scale. Each partner can only attend so many conferences, have so many lunches, work so many rooms. Meanwhile, the consultants clients find online are building audiences, establishing authority, and fielding inquiries while your team chases the next handshake.
You've likely discussed content marketing. Maybe you've tried it—a blog that went dormant, a podcast that fizzled after eight episodes, a LinkedIn push that produced posts but not pipeline. The problem was never lack of expertise or even lack of effort. It was lack of a system designed for how consultants actually work and what actually moves sophisticated buyers.
YouTube works differently. Video builds trust faster than text. It lets potential clients experience your consultants' thinking before they ever reach out. And unlike one-time content, videos compound—continuing to attract viewers and generate inquiries months and years after publishing.
But your partners don't know how to create effective video content. They don't have production workflows. They don't understand the platform. And they definitely don't have time to figure it out through trial and error.
That's where we come in.
A client acquisition channel built on your consultants' expertise
We train your partners and senior practitioners to create YouTube content that attracts qualified clients to your firm.
This isn't generic content marketing training. We work specifically with consulting firms and coaching organizations, applying a methodology developed from building a YouTube channel to over 150,000 subscribers and studying what actually moves high-value buyers to reach out.
Your team learns to identify the content opportunities competitors are missing, structure videos that demonstrate expertise without giving away the engagement, and produce quality content efficiently alongside client work. They leave with strategies tailored to their specific practice areas and systems they can sustain.
The result is a firm with partners who are visible authorities in their domains—consultants clients seek out rather than consultants who chase clients.
What your firm receives
Firm-Level Channel Strategy
We develop the strategic architecture for your YouTube presence. This includes positioning decisions, channel structure, content category frameworks, and guidelines that ensure individual partner content strengthens rather than fragments your firm's brand.
Partner Content Roadmaps
Each participating partner receives a personalized content strategy for their practice area. We identify the topics that will attract their ideal clients, develop video concepts with working titles, and create publishing plans that fit their available time.
On-Camera Training
Most consultants have never been trained to present on camera. We work with your team on presence, delivery, and the specific techniques that build trust through video. Partners leave comfortable on camera and equipped to improve with practice.
AI-Enhanced Production Workflows
Your consultants don't have time for complex production processes. We train them on AI tools and streamlined workflows that reduce the time from idea to published video dramatically—without sacrificing quality.
Custom Prompt Libraries
We build prompt libraries tailored to your firm's voice and your consultants' content needs. Scripting, research, repurposing—your team gets tested prompts ready for immediate use.
Ongoing Support Sessions
Training without reinforcement fades. Our programs include follow-up sessions over 90 days to troubleshoot challenges, review content, and maintain momentum through the adoption curve.
Workflow Documentation
Comprehensive documentation of every process, template, and system we develop. Your team has permanent reference materials that ensure knowledge stays in the organization.
Program options
Firm Strategy Session
$40,000
A comprehensive engagement for leadership teams ready to commit to YouTube as a client acquisition channel but needing strategic clarity before broader rollout.
This program includes firm-level channel strategy and architecture, content positioning analysis for key practice areas, competitive landscape assessment, implementation roadmap and resource planning, and executive alignment on investment and expectations.
Ideal for firms exploring YouTube seriously and wanting strategic foundations before training partners to execute.
Delivered over two to three weeks with multiple working sessions and comprehensive documentation.
Partner Training Program
$60,000 – $80,000
Full training engagement for firms ready to equip partners and senior practitioners with YouTube client acquisition capabilities.
This program includes everything in the Firm Strategy Session plus individual content roadmaps for each participating partner, on-camera training and coaching, AI-enhanced production workflow training, custom prompt libraries for your firm, hands-on content development during training sessions, and 90 days of follow-up support sessions.
Pricing reflects the number of partners participating and depth of customization required. Programs typically include three to eight partners.
Ideal for firms committed to building YouTube as a sustained client acquisition channel with multiple visible partners.
Delivered over four to eight weeks with intensive training sessions and ongoing support.
The engagement process
Discovery Call
We begin with a conversation to understand your firm's goals, current business development approach, partner availability, and specific challenges. This call determines whether we're the right fit and which program option makes sense.
Scoping and Proposal
Based on our discovery conversation, we develop a detailed proposal outlining the program structure, participating partners, deliverables, timeline, and investment.
Firm Discovery
Before training begins, we conduct thorough discovery—understanding your practice areas, ideal client profiles, competitive positioning, and brand guidelines. We also conduct individual intake with participating partners to understand their expertise and content starting points.
Program Delivery
We deliver the program as designed, with working sessions for strategy development and hands-on training for execution skills. Sessions are interactive, with partners developing actual content during training.
Asset Delivery
Your firm receives all custom assets—channel strategy documentation, individual partner roadmaps, prompt libraries, workflow guides, and session recordings.
Ongoing Support
For Partner Training Programs, we provide 90 days of follow-up sessions to support adoption, review published content, troubleshoot challenges, and maintain momentum.
What successful implementation looks like
Partners publishing consistently, each on a sustainable schedule matched to their available time.
Content that positions your consultants as the obvious authorities in their domains—the people sophisticated buyers want to hire.
Inquiries arriving from viewers who already trust your consultants' expertise before the first conversation.
A compounding asset that continues generating visibility and leads as your content library grows.
Clear systems your team can sustain without ongoing external support.
A competitive advantage as your partners become visible while competitors remain invisible.
This program is designed for…
Consulting firms and coaching organizations with partners or principals whose expertise would attract clients if those clients could find them.
Firms where business development depends too heavily on referrals, relationships, and rainmakers—and leadership wants more predictable, scalable client acquisition.
Organizations with three or more partners who could participate in building YouTube presence.
Firms where partners have genuine expertise and client results to draw from—this only works when there's real substance behind the content.
Leadership teams willing to invest in building a long-term asset rather than seeking quick fixes.
This program is not for…
Firms looking for someone to create content for you. We train your people to do it themselves.
Organizations where partners won't commit time to content creation. We can reduce the time required, but we can't eliminate it.
Firms that need immediate pipeline. YouTube is a compounding channel—results build over months, not days.
Companies where leadership isn't aligned on investing in partner visibility. Without organizational support, individual efforts fade.
Who leads your training
I spent a decade in corporate IT, business intelligence, and marketing analytics—roles where I learned how organizations actually adopt new approaches and why most training fails to stick.
I then built a YouTube channel to over 150,000 subscribers and 20 million views, developing the systems and workflows I now teach to others. I've invested over $40,000 studying what works on the platform and applied those lessons across hundreds of videos.
What I bring to your firm is the intersection of these experiences: understanding both how YouTube actually works and how to implement new capabilities within organizational contexts. Your partners learn from someone who has done what they're being asked to do—not someone who read about it.
I also work with individual consultants and coaches daily through my other programs, giving me current pattern recognition on what content attracts high-value clients and what falls flat.
Investment summary
Firm Strategy Session
$40,000
Strategic foundations for your YouTube client acquisition channel. Leadership alignment, channel architecture, content positioning, and implementation planning.
Partner Training Program
$60,000 – $80,000
Comprehensive training for three to eight partners including strategy, on-camera coaching, production workflows, AI tools, custom assets, and 90 days of ongoing support.
All programs include full documentation and deliverables. Travel expenses for on-site delivery are additional where applicable.
What Happens When Experts Get Visible
"He researched my genre and gave me well over a dozen links to similar channels that are thriving, so that I can get inspiration from them."
Garan Patrick, Voiceover Artist
"He gave me a clear framework—starting with ideation and title strategy—and backed it up with examples and competitor research tailored to my niche. I left the call with a list of video ideas, tools, and a system I can use."
Jake Denham, Founder of "3D Artists"
"I left our call motivated, focused, and immediately began implementing what I learned."
Zana Scott, Founder of BeUtiful
Questions firms typically ask
How much time will partners need to commit?
During the training program, partners should expect five to eight hours across the engagement period. After training, sustainable publishing requires two to four hours per video, which typically means one to two videos monthly for most partners. We design systems around realistic time constraints.
Can training be delivered remotely?
Yes. While on-site training often enhances engagement and team cohesion, we deliver effective remote programs regularly. We'll discuss which format makes sense for your firm during the discovery call.
What if some partners are more committed than others?
This is common. We recommend starting with partners who are genuinely interested rather than mandating participation. Success from early adopters typically motivates others. We can structure programs to begin with a smaller cohort and expand.
How do you handle brand consistency across partners?
Firm-level channel strategy addresses this directly. We develop guidelines that allow individual expression while maintaining brand coherence. Whether partners publish on a firm channel, individual channels, or both, we create frameworks that keep content aligned.
What about compliance or regulatory concerns?
We work within your compliance requirements and can incorporate review processes into the workflows we develop. Financial services, healthcare, and other regulated industries have successfully implemented these approaches with appropriate guardrails.
When will we see results?
YouTube is a compounding channel. Initial traction typically emerges after ten to fifteen published videos, with meaningful client acquisition impact building over six to twelve months. We set clear expectations about timeline and help you measure leading indicators of success.
What if this doesn't work for our partners?
Our approach has been proven with individual consultants and coaches. The firm context adds complexity but also advantages—partners can support each other, share production resources, and build on collective momentum. The program includes 90 days of support specifically to work through challenges and ensure adoption.
Do you offer ongoing support beyond the 90 days?
Yes. Many firms continue with quarterly strategy sessions or retained support after the initial program. We can discuss ongoing arrangements based on your needs, though the goal of our training is capability transfer—your team should be able to execute independently.
Turn your partners' expertise into a client acquisition engine
Your competitors are becoming visible. Clients are searching for the expertise your partners have. The firms that build YouTube presence now will compound that advantage for years.
Request a discovery call to discuss your firm's situation, explore which program option fits, and determine whether we're the right partner to build this capability.
Discovery calls are 30 minutes and focused on understanding your firm's needs. No pressure, no extended sales process—just a conversation to explore fit.
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