Introducing the Client Creation Roadmap™
Welcome to a new and fresh way to approach your Lead Generation, Sales and Marketing so that you can
Create Clients Quickly, Easily and Ethically!

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Attract and create more ideal clients
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Develop a steady stream of leads and prospects
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Convert more prospects into clients
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Reduce the time it takes to convert prospects into clients
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Nurture loyal clients who willingly give repeat business and referrals
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Operate more efficiently and increase profitability
Who is the Client Creation Roadmap for?
The Client Creation Roadmap is for you if:
- You want to spend more time with your clients and less time trying to find them
- You wish you could reduce the time between finding the prospect and getting the sale
Or perhaps you’re not getting the results you need?
- You do social media posts and marketing but you don’t get enough responses or sales
- You have lots of interest but struggle to convert them into clients
Once completed, you’ll be able to:
- Have your clients think of you as a partner and trusted member of the team not just a supplier
- Get repeat business so you’ve reduced the pressure to find new clients all the time
- Have a sales and marketing process that generates a steady stream of leads
- Sell without feeling pushy or salesy
What is the Client Creation Roadmap?
The Client Creation Roadmap is a Proven Series of 8 Essential Steps to Creating Clients for Life. It is delivered through a comprehensive step by step strategy session and training course where I (Charlotte Greenman) carry out ‘done with you’ workshop sessions to walk you through and create each step of the Client Creation Roadmap for your business. You will have my undivided attention and access to all of my 23+ years of experience, knowledge and hindsight.
It is an exciting opportunity for you to create and develop a winning Client Creation formula to Generate Leads, Enquiries and Sales for YOUR business.
Imagine a Brainstorming Consultation Session on Steroids Mixed With a Step by Step Client Creation Roadmap Tailored to Your Business and Goals! 
Within the sessions, I show you (step by step) How to Generate Leads from a wide variety of sources and How to Turn them into Loyal Clients for Life who Don’t Buy on Price (and willingly offer referrals).
The great thing about generating and attracting leads is that they are warm leads and they want to buy from you so following up and closing the sale is much quicker and easier
Throughout the sessions I walk you through my Complete Client Creation Roadmap and I’ll tailor every step and idea specifically to your business.
Completing the Roadmap gave me the right tools and set me on the right course to effectively manage my own marketing
Paul LigasClick here to see the 8 steps in The Client Creation Roadmap
The Client Creation Roadmap is a Step by Step Training Course walking you through the Proven Series of 8 Essential Steps to Creating Clients for Life.
That's everything from identifying, finding and reaching your target market, packaging your products and services to make them irresistible and getting your message clear, right through to using your social media profiles and website to generate free leads and closing sales more effectively. It also include how to keep in touch effectively to generate enquiries, leads and sales on an ongoing basis.
Step 1: Plan Your Journey
Identify your ideal clients, set your goals and schedule your time accordingly
Step 2: Master Your Message
Create the pitch that gets your message across perfectly and package your products and services to make them irresistible
Step 3: Find Your Ideal Clients
Work out where your ideal clients hang out so you know where and how to concentrate your efforts to get maximum return on time and investment
Step 4: Engage With Your Audience
Understand what your ideal clients are interested in and how to write relevant articles, blog posts and more that your audience will love to comment on and share
Step 5: G
row Your List
Set up landing pages and sales pages that help you turn website visitors into followers, prospects and clients
Step 6: Use Social Media Effectively
Harness the power of your Facebook, Twitter and LinkedIn profiles to generate enquiries for free
Step 7: Sell Ethically
Use ethical techniques to create leads, follow up prospects and sell without being salesy so you create loyal clients for life
Step 8: Nurture Your Clients and Prospects
Develop strategies to look after your existing clients and nurture your prospects until they’re ready to buy and become loyal clients
A very informative course that gives the focus, skills and structure to find more clients
Mark Collingwood
Click Here for More Details
Even more details:
The Client Creation Roadmap sessions are designed as a ‘Done With You’ set-up so you get all of my attention, ideas and experience available for the whole time. We can write and design letters, emails, landing pages, messages, elevator pitches, social content, sales conversations, follow up emails… the lot! Everything that is needed to complete steps 1 to 8 in The Client Creation Roadmap so you can start generating your own Clients for Life.
It’s not just a theory training session where you’re left to figure it out by yourself
It’s a specific step by step workshop to Get It Done!
- Topics we work through include:
- Setting goals
- Identifying your Target Market
- Getting your message right
- How to package your products and services
- How to create opportunities
- Increasing your confidence using the telephone
- How to follow up leads and convert them
- How to write winning scripts and emails
- How to build rapport with decision makers and book appointments with them
- Up-Selling, Cross-Selling and Down-Selling…yes, sometimes you need to down-sell!
- How to ethically close a sale to create a client for life
- The best ways to nurture clients to keep them for life and willing give you referrals (and not buy on price!)
- And much, much more!
No previous technical, sales or marketing knowledge or experience is needed.
This Roadmap is for you if you want to:
- Use Social Media and Other Lead Generation Methods to Increase Incoming and Outgoing Leads and Enquiries
- Sell Ethically and Close the Sale Without Being Salesy or Pushy
- Generate Loyal Clients for Life for Your Business who Don’t Buy on Price and Willingly Give Referrals
- Know How to Increase Client Spend and Profitability (Including Up selling and Cross Selling)
- Take Advantage of My 23+ yrs of Experience, Knowledge and Hindsight to Brainstorm and Work With You on Your Business to GET IT DONE
- Have 1-2-1 Focused Sessions Purely on Your Business and Goals
I felt inspired by Charlotte’s knowledge and passion. The whole course was a real investment in my business for the future. In fact, both time and money very well invested
Tracey Farmer
What’s included?:
Duration: 2 day workshop to complete all 8 steps of the Client Creation Roadmap
Total number of places: Up to 3 people from your business
Venue: Your offices or I can find a nearby venue
Price: Click here to email me and request a no obligation quote
Includes: Workbooks and Certificate
Only need certain steps/topics and not the whole Client Creation Roadmap?
Other Options:
Workshop or brainstorming session to focus on certain topics within the Client Creation Roadmap. To see a list of suggested and available topics Click Here
Duration: 2 hour workshop
Duration: Half day workshop
Duration: One day workshop
Duration: One hour phone call
Total number of places in workshops: Up to 3 people from your business
Venue: Your offices, The Chase Hotel in Ross-on-Wye or another suitable venue
Price: Please click here to email and request a no obligation quote
Includes: 1-2-1 time with Charlotte Greenman and accompanying notes from the Roadmap if relevant
About Charlotte Greenman:
Hi! My name is Charlotte Greenman and I specialise in helping you generate leads with your ideal clients and show you how to connect and sell to them without being salesy so that you create a steady stream of clients for life who don’t buy on price and willingly give referrals.
That’s everything from finding and reaching your target market, packaging your products and services to make them irresistible and getting your message clear right through to using your social media profiles and website to generate free leads and closing sales more effectively.
In addition, I can also show your team how to boost their sales figures and beat their targets by enhancing their telemarketing knowledge, improving their cold calling skills, developing their ability to get past gatekeepers and enabling them to make more qualified appointments with fewer calls.
Together with my Business Management Honours Degree, I have 23+ years of experience and hindsight in sales, marketing and lead generation and I’m a CPD (Continuing Professional Development) certified Trainer, Presenter and Speaker.
I’m happy to share all my knowledge with you.
I look forward to hearing from you.


Charlotte Greenman
CPD* Certified Trainer, Speaker and Presenter
*Continuing Professional Development