Upfront Project Offering for New Clients

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Upfront Project Offering for New Clients

Inspired by a conversation on:

Jason On Firms Podcast

Jason On Firms Podcast

524 It’s Time We Stop Trying To Educate Our Clients

Host: Jason Staats

Timestamp: 07:13 - 07:42

Listen to Episode • View Podcast • All Ideas from Jason On Firms Podcast

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Feather Flow

Direct Quote

"If an upfront project ensures that that new client will pay another 10%, another 20% or 30% than they would have before, buddy, that is going straight to the bottom line."

Market Gap

New clients often hesitate to commit without assurance of value.

New clients are often hesitant to engage in ongoing services without first understanding the value they will receive. This hesitation can stem from previous negative experiences or a lack of trust in new providers. Traditional service offerings can feel risky for clients, leading to lower conversion rates. Firms need a strategy to reduce the perceived risk for new clients while also establishing a strong initial relationship. By offering an upfront project, firms can demonstrate their value, build trust, and increase the likelihood of securing long-term contracts, ultimately enhancing profitability.

Summary

The concept involves offering an upfront project to new clients as a way to build trust and showcase the value of the firm's services. This project could be a one-time consultation or a specific task that addresses an immediate need. By doing this, firms can de-risk the decision for the client, leading to a higher willingness to engage in ongoing services. This strategy not only results in immediate revenue but can also increase the client's overall lifetime value as they become more comfortable with the firm's offerings. The marketing strategy should highlight the benefits and ROI of engaging in this upfront project.

Categorization

Business Model
Service
Target Founder
Generalist
Difficulty
Medium
Time to Revenue
1-3 months
Initial Investment
$100-$1,000

Potential MRR (18-24 months)

Conservative
$2,000 - $5,000 MRR
Moderate (Most Likely)
$5,000 - $15,000 MRR
Optimistic
$20,000 - $35,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
6/10
Feasibility
8/10
Market Potential
7/10
Evidence
8/10
Overall
7.6/10
Found on October 10, 2025 • Analyzed on October 10, 2023 7:21 AM

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How should I validate this service idea before building it?

2:34 PM

Great question! For a service idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Generalist to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

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2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

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