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Rise Agency · Members Portal

Advanced
Strategies.

Everything you need to find clients, close deals, manage communities and stay consistent.

New strategies dropping regularly — stay subscribed to stay ahead

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How To Automate Your Outreach Without Losing The Personal Touch
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How To Create A High Ticket Product That Sells Itself
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Strategy 01 of 05
Advanced Strategy · 01

The Exact DM
Format That Gets Replies.

Most people send DMs that get ignored because they make it about themselves. Here's the format that actually works — and why each line matters.

The 4 Line Formula
DM Structure
Line 1 — Genuine specific compliment Reference something real from their content. Not "love your videos" — actually mention something specific.
Line 2 — Identify a gap or opportunity Something they're missing — "I noticed you don't have a paid community yet..."
Line 3 — What you do in one sentence Don't over explain. Keep it simple. State the result it creates.
Line 4 — A soft question to open the conversation Never "are you interested" — try "would this be worth a quick chat?"
Real Example
"Your last video on [topic] was genuinely one of the best I've seen — the way you explained [specific thing] was different to everyone else doing it.

I noticed you don't have a paid community yet which surprised me given how loyal your audience clearly is.

I build and manage paid Discord communities for creators — the last one I set up hit 200 members in its first month.

Would it be worth jumping on a quick call to see if it makes sense for you?"
The Rules
✓ Keep it under 5 lines total
✓ Always end with a question not a statement
✓ Reference something specific from their content
✗ Never pitch the price in the DM
✗ Never sound copy pasted — personalise every single one
✗ Never use "I hope this message finds you well"
→
Remember
The DM's only job is to start a conversation — not close a deal. You're not selling anything in the DM. You're selling the call. Keep it short, keep it genuine, keep it human.
Members Only · Strategy 01
Strategy 02 of 05
Advanced Strategy · 02

Find Creators
Before They Blow Up.

Finding a creator with 2 million followers is easy. Everyone's already pitching them. The real money is in finding the ones at 20k–100k before the agencies get there.

The 5 Methods
01
Search Hashtags — Filter By Recent Not Top
Instagram · TikTok · YouTube
Search hashtags in your target niche. Don't look at top posts — everyone's already seen them. Filter by recent. The creators posting fresh content but not yet going viral are your targets. Check the same hashtags every few days and watch who's trending upward.
02
Check Who The Big Creators Are Following
Instagram · TikTok
Big creators often follow smaller ones they respect who are on the rise. Go to a major creator in your niche and look at their following list. You'll find creators with 10k–80k that the bigger creators are already watching. Get there first.
03
Mine The Comments On Big Creator Videos
Instagram · YouTube · TikTok
People leaving quality comments that get hundreds of likes are usually creators themselves. Click their profiles. If they have a following and create content in the same niche — they're a target.
04
YouTube — Sort By Upload Date Not Views
YouTube
Search a niche keyword and filter by upload date. Find channels posting consistently that haven't broken through yet. Quality content + consistent posting = growth is coming. Be their partner before it does.
05
Follow The Trend Before The Creator Does
All Platforms
Watch what topics are starting to trend. Find creators already making content in that space before it blows up. When the trend hits mainstream their following spikes — and you're already their partner.
Signs A Creator Is About To Blow Up
Consistent upload schedule — posting multiple times a week
Engagement rate above 5% — real people actually watching
Genuine comments — not just emojis, real conversations
Already selling something — understands monetisation
Clean professional profile — takes it seriously
Views increasing per video — the curve is already moving
→
The Move
Don't pitch the biggest creators. Pitch the ones about to become the biggest. Get in early, build the community, prove your value — and when they blow up you're already their trusted partner with a long term deal locked in.
Members Only · Strategy 02
Strategy 03 of 05
Advanced Strategy · 03

Keep Members
Active & Not Cancelling.

Members cancel when they feel like nothing is happening. Your job is to make sure something is always happening — and that every week they get more value than they paid for.

The Content Calendar
Daily
Pick One Of These Every Day
A quick tip or strategy — 2-3 lines, punchy
A win from a member — screenshot with permission
A question to spark conversation — "what's your biggest challenge this week?"
Weekly
One Bigger Piece Of Value
A longer strategy breakdown like this one
A live Q&A or voice chat session
A weekly challenge — "send 50 DMs this week and report back"
Monthly
Something That Feels Like A Big Drop
A wins roundup — who landed a client, who made money
A new resource — template, script, checklist
A personal update from you — what's working, what you're building
!
The Key Rule
If a member can get 3 days worth of value from one post — they'll stay. If they log in and see nothing new for 3 days — they'll leave. The server is a product. Treat it like one.
Members Only · Strategy 03
Strategy 04 of 05
Advanced Strategy · 04

When Nobody
Is Responding.

You've sent 50 DMs. Nobody replied. You're starting to wonder if this even works. Here's the reality — no response doesn't mean no interest.

The 3 Real Reasons
Reason 01
Your DM Isn't Landing Right
Read it like a creator who gets 100 DMs a day. Is it generic? Does it sound copy pasted? Does it make it about them or about you? Go back and fix it before you send another one.
Reason 02
You're Not Following Up
Most deals come from follow ups not first messages. Send a follow up 2-3 days later. Keep it short — "Hey just wanted to bump this up in case it got buried." That's it. Simple.
Reason 03
You Haven't Sent Enough
50 DMs is not enough. 200 is where you start to see real patterns. 500 is where you start closing consistently. This is a numbers game. Volume is the answer.
Do This Right Now
Review your last 10 DMs honestly — would you reply to them?
Send 20 follow ups to people who didn't reply
Send 30 new DMs today
The response will come — but only if you keep going
Members Only · Strategy 04
Strategy 05 of 05
Advanced Strategy · 05

How To Stay
Consistent When
Nothing Is Working.

Day 1 you send 100 DMs. Day 2 you send 60. Day 3 you send 20. Day 4 you don't open the app. That's how most people lose. Here's how you don't.

The 5 Things That Keep You Going
!
The Pattern That Kills Everyone
You had a great day. Sent 100 DMs. Nobody responded. So the next day you send 40. Then 20. Then nothing. You just missed out on 60 potential clients on day 2 alone. Don't let a bad day become a bad week.
01
Separate Your Effort From Your Results
You can control how many DMs you send. You cannot control who replies. Focus entirely on what you can control. The results will follow the effort — not the other way around.
02
Set A Non-Negotiable Daily Number
Not a goal. A non-negotiable. 50 DMs every single day. Rain or shine. Motivated or not. Treat it exactly like a job — you don't skip work because you don't feel like it.
03
Track Your Numbers Not Your Feelings
Keep a simple spreadsheet. DMs sent, replies, calls booked, deals closed. When you feel like nothing is working — look at the data. Progress is usually there even when it doesn't feel like it.
04
Remember — The First Client Is The Hardest
Once you land one everything changes. You have proof. You have credibility. You have a story to tell the next creator. You just have to get there. And the only way to get there is to not stop.
→
The Truth
The people who win at this aren't more talented. They aren't smarter. They aren't luckier. They just didn't stop on day 4. That's it. Keep going.
Members Only · Strategy 05
Strategy 06 of 15
Advanced Strategy · 06

The Discovery
Call Start To Finish.

The discovery call is where deals are won or lost. Most people wing it and lose. Here's the exact structure that turns calls into signed clients.

The Call Structure
01
Opening — Build Rapport First
Don't pitch straight away. Spend the first 2-3 minutes asking about them. Their business, their goals, their current situation. People buy from people they like. Get them talking first.
02
Discovery — Identify The Pain
Ask what they're currently doing to monetise their audience. Ask what's not working. Ask what they've tried before. The more they talk about their problems the more they want your solution.
03
The Pitch — Present The Solution
Only pitch after you understand their situation. Frame everything around what THEY get. Not what you do — what they gain. Community, recurring income, high ticket sales, less stress.
04
Handle Objections — Don't Panic
Every objection is just a question in disguise. 'I need to think about it' means they need more information. 'It's too expensive' means they don't see the value yet. Address each one calmly.
05
The Close — Ask For The Decision
Don't end the call without asking for a yes or no. 'Based on everything we've spoken about — does this feel like the right move for you?' Simple. Direct. Don't be afraid of the answer.
→
The Rule
You should be talking 30% of the time and they should be talking 70%. The more they speak the more invested they become. Ask questions. Listen. Then close.
Members Only · Strategy 06
Strategy 07 of 15
Advanced Strategy · 07

Price Without
Underselling.

Most people charge too little because they're scared of rejection. Here's how to price your high ticket product with confidence and actually get it.

The Pricing Framework
01
Start With The Value Not The Cost
Don't think about what it costs you to deliver. Think about what it's worth to them. If your product makes a creator $5,000/month — charging $2,500 for it is a bargain. Price based on outcome not effort.
02
Know Your Floor And Your Ceiling
Your floor is the minimum you'll accept — below this you walk away. Your ceiling is your ideal number. Always open at your ceiling. You can always come down. You can never go up.
03
Never Be The First To Drop The Price
After you state your price — stay silent. Let them respond. Most people panic and immediately discount before the creator has even objected. Silence after the price is part of the close.
04
Anchor High With A Reason
Give context for your price. 'This normally goes for X but based on your audience size and what we've discussed I can do Y.' Anchoring makes your number feel justified not arbitrary.
05
If They Push Back — Add Value Not Discounts
Instead of dropping the price add more to the offer. An extra month of management, a lead list, a bonus session. Discounting tells them the price was wrong. Adding value tells them you want the deal.
→
Remember
The creator is not your boss — you are their partner. Charge like a partner. Agencies that undercharge get treated like employees. Agencies that charge properly get treated with respect.
Members Only · Strategy 07
Strategy 08 of 15
Advanced Strategy · 08

The Follow Up
Sequence That Closes.

Most deals don't close on the first message. They close on the follow up. Most people send one message and give up. Here's the sequence that actually works.

The 5 Touch Sequence
Day 1
The First DM
Send your opening DM. Keep it personalised, short, and end with a question. Don't pitch the price. Don't over explain. Just open the conversation.
Day 3
The Bump
If no reply — send a simple bump. 'Hey just wanted to make sure this didn't get buried — would love to connect if timing works.' One sentence. No desperation.
Day 7
The Value Add
Send something useful with no strings attached. A tip relevant to their niche, a resource, an observation about their content. Give value before you ask for anything.
Day 14
The Direct Ask
Be honest. 'I've reached out a couple of times — I genuinely think what I do could work well for you. Would you be open to a 15 minute call this week?' Direct. Confident. No games.
Day 30
The Final Touch
One last message then move on. 'I'm going to stop reaching out after this — but if you ever want to explore this in the future, I'm here.' This one gets replies more than any other.
→
The Truth
Most of your competitors give up after message one. If you follow up consistently you will close deals they never could. The follow up is where the money is.
Members Only · Strategy 08
Strategy 09 of 15
Advanced Strategy · 09

One Client
To Five.

Landing the first client is the hardest part. After that everything changes. Here's how to use one client to build a roster of five.

The Scaling Roadmap
01
Deliver So Well They Become Your Case Study
Your first client is not just a client — they're your proof. Overdeliver. Get results. Document everything. Their growth becomes the story you tell every future client.
02
Ask For A Testimonial Before You Ask For A Referral
Once you have results — ask them to record a 60 second video or write a paragraph about their experience. A real testimonial closes more deals than any pitch ever will.
03
Ask For A Referral Directly
Don't hint at it — ask for it. 'Do you know any other creators in your space who might be looking for something like this?' Most happy clients will send you someone if you just ask.
04
Use The Case Study In Every New Pitch
Your second, third, fourth pitch should lead with the result from your first client. 'I did this for [creator] — their community went from 0 to 300 members in 60 days. Here's how I'd do the same for you.'
05
Build A System Before You Add More Clients
Don't take on client three before you have a system for clients one and two. Templates, processes, scheduling. Scale systems not just headcount. Otherwise quality drops and clients leave.
→
The Mindset
Every client you have right now is either a case study, a referral source, or both. Treat them that way and your roster fills itself.
Members Only · Strategy 09
Strategy 10 of 15
Advanced Strategy · 10

Retainer To
High Ticket.

You're already managing their community. Now it's time to introduce the product that makes you both serious money. Here's how to make that conversation natural.

The Upsell Process
01
Wait Until The Community Is Warm
Don't pitch the high ticket product on day one. Wait until there are at least 50-100 engaged members. A warm audience makes the close easy. A cold one makes it impossible.
02
Frame It As An Opportunity Not A Sales Pitch
'I've been watching how your members interact and I think there's a real opportunity here that we haven't tapped into yet.' Curiosity first. Pitch second.
03
Show Them The Math
Walk them through the numbers. '50 members at $2,500 = $125,000 in revenue. At 30% that's $37,500 for you and $37,500 for me.' Numbers close deals faster than words.
04
Position Yourself As The Closer
Tell them you'll handle the sales. They don't need to do anything different. You create the product, you close the members, you take a percentage. Their only job is to show up.
05
Start With A Pilot — Low Risk For Them
Offer to run one round with a small group first. 5-10 spots, lower price, prove the concept. Lower risk for them means easier yes. Once they see it work — the next round sells itself.
→
The Key
The upsell works because you already have their trust. You built their community. You proved your value. The high ticket conversation is not a cold pitch — it's a natural next step in a partnership.
Members Only · Strategy 10
Strategy 11 of 15
Advanced Strategy · 11

Negotiate A
Higher Cut.

The percentage you get is negotiable. Most people accept whatever they're offered. Here's how to negotiate a better deal without losing the client.

The Negotiation Playbook
01
Prove Value Before You Ask For More
Never negotiate a higher cut before you've delivered results. Get them wins first. Community growth, member engagement, sales. Results give you leverage. Nothing else does.
02
Frame It Around Growth Not Greed
'As the community grows I want to make sure we're both incentivised to keep pushing. I'd like to revisit the percentage to reflect the work I'm putting in.' Growth framing lands better than asking for more money.
03
Tie The Ask To A Milestone
Ask for the increase when something good happens. Community hit 200 members, first high ticket product launched, revenue milestone crossed. Good news is the best time to ask for better terms.
04
Have A Number Ready
Don't say 'I'd like more' — say exactly what you want. 'I'd like to move from 25% to 30%.' Specific asks get specific answers. Vague asks get stalled.
05
Know When To Walk Away
If a creator consistently undervalues you — leave. Your time is the product. One client who pays you properly is worth more than three who don't.
→
Remember
You are not an employee asking for a raise. You are a business partner renegotiating terms. Come into that conversation with that energy and you'll get a different result.
Members Only · Strategy 11
Strategy 12 of 15
Advanced Strategy · 12

The First
30 Days.

The first 30 days set the tone for the entire relationship. Get it right and you have a long term client. Get it wrong and you're out in 60.

The 30 Day Playbook
Week 1
Build Fast — Show Progress Immediately
Get the Discord built, branded, and ready within the first week. Send them a walkthrough video. Speed in the first week builds confidence that lasts months. They need to feel like they made the right choice.
Week 2
Launch The Community With A Bang
Don't soft launch. Create urgency. Have the creator announce it to their audience with a limited founding members offer. First impressions set the culture of the community.
Week 3
Get The First Wins On The Board
Post daily. Engage every member. Run a quick Q&A or challenge. Get members talking. An active community in week 3 means members stay in month 2. A dead one means cancellations.
Week 4
Report Back With Data
Send the creator a simple report. Members joined, engagement rate, content posted, what's working. Shows you're professional, accountable, and worth keeping. Most agencies never do this.
→
The Rule
Clients don't leave because the results are bad. They leave because they feel ignored and uninformed. Communicate constantly in the first 30 days and you'll have them for a year.
Members Only · Strategy 12
Strategy 13 of 15
Advanced Strategy · 13

An Offer They
Can't Say No To.

A weak offer gets ignored. A strong offer gets yes without negotiation. Here's how to build an offer so clear and compelling that saying no feels like a mistake.

The Offer Framework
01
Lead With The Outcome Not The Service
Don't say 'I build Discord servers.' Say 'I build you a paid community that generates recurring income every month.' Sell the result. The service is just how you get there.
02
Make It Specific
Vague offers die. 'I'll help grow your community' is weak. 'I'll build your Discord, get your first 100 members, and set up a high ticket product inside it within 30 days' is specific. Specific = believable.
03
Remove The Risk For Them
A deposit to start. Results before the full payment. A pilot round. Anything that reduces the perceived risk on their side makes the yes easier. The easier the yes the faster the close.
04
Show The Math
Numbers in an offer change everything. 'If 100 of your followers join at $49/month that's $4,900/month in new recurring revenue before we even touch high ticket.' Let the math do the selling.
05
Add A Deadline Or Limited Availability
'I only take on 2 new clients per month and I have one spot left.' Scarcity is real — you do have limited time. Use it. It's not manipulation — it's honesty about your capacity.
→
The Test
Read your offer out loud. If you wouldn't be excited to receive it — rewrite it. The best offer makes the creator feel like they'd be leaving money on the table by saying no.
Members Only · Strategy 13
Strategy 14 of 15
Advanced Strategy · 14

When A Client
Wants To Leave.

It will happen. A client will want to cancel. How you handle that moment determines whether you lose them or keep them for another year.

The Retention Playbook
01
Don't Panic — Find Out Why First
Before you say anything — ask why. 'Can I ask what's made you feel this way?' Most clients who want to leave have a specific reason. Fix the reason and you keep the client. Panic and you lose them immediately.
02
Separate Emotion From Business
Don't take it personally. Don't get defensive. This is a business conversation. Stay calm, stay professional, stay solution focused. How you handle this moment says more about you than any result you've delivered.
03
Present What They'd Be Leaving Behind
Remind them of the progress. Members joined, revenue generated, content posted, results achieved. Make the cost of leaving feel real. 'We've built 150 members in 60 days — walking away now means starting that from scratch.'
04
Offer A Solution Not A Discount
If it's a money issue — restructure the deal. If it's a results issue — commit to a specific goal in the next 30 days. If it's a communication issue — fix the communication. Address the actual problem.
05
Know When To Let Go
Sometimes a client leaving is the right outcome. A bad fit client who drains your energy is worse than no client. Let them go professionally, ask for a testimonial if you delivered results, and move on.
→
The Truth
The best thing you can do to prevent clients from leaving is communicate proactively every week. Most clients who cancel never said anything was wrong. They just quietly decided. Stay ahead of it.
Members Only · Strategy 14
Strategy 15 of 15
Advanced Strategy · 15

Handle Rejection
Without Losing Momentum.

Rejection is part of this business. The people who win aren't the ones who don't get rejected — they're the ones who don't let it stop them.

The Mindset & Method
01
Reframe What Rejection Actually Means
A no doesn't mean you're bad at this. It means that creator wasn't the right fit, at the right time, with the right offer. Every no is data — not a verdict. Use it to improve.
02
Never Let One No Affect The Next DM
Send the next DM immediately after a rejection. Don't sit with it. Don't analyse it for an hour. The momentum you lose by stopping is harder to rebuild than the rejection itself.
03
Keep A Win Log
Write down every positive interaction. Every reply. Every call booked. Every deal closed. On the hard days — read the win log. Your brain remembers rejections more than wins. Fix that imbalance deliberately.
04
Set A Rejection Quota
Flip the script. Instead of trying to avoid rejection — aim for it. Set a goal of 10 rejections a day. To get 10 rejections you have to send enough DMs to get them. Volume becomes the focus not the outcome.
05
Remember Why You Started
On the days it feels like nothing is working — go back to the reason. Financial freedom. No boss. Building something real. The reason has to be bigger than the rejection. If it isn't — find a bigger reason.
→
The Bottom Line
Every successful person in this space has a rejection story. The difference between them and everyone else is simple — they kept going anyway. That's it. That's the whole secret.
Members Only · Strategy 15