How We Landed 20 New Clients in 6 Months

Marcus and Rachel set a goal of 15 new monthly clients for all of 2026 — and blew past it by June, landing 20. They walk through the $101,415 in onboarding fees that came with those clients, why 85% of that growth traces back to referrals and existing relationships instead of paid marketing, and what a 75% jump in PTO usage tells them about their new flexible time-off policy.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Retreat Recap Setup (01:15) - Mexico Travel Lessons (03:07) - Goals And Metrics (07:22) - New Client Wins (14:22) - Onboarding Fees Breakdown (19:22) - Tax Plan Adds (20:17) - Flexible PTO Results (23:14) - PTO Policy Evolution (26:31) - Why Unlimited PTO (28:36) - Onboarding Workflow (35:14) - Two Week Onboarding (41:19) - Where Clients Come From (54:13) - Relationship Marketing Tips (56:07) - Wrap Up And Contact