Take the Guesswork Out of Customer Acquisition
Get the proven strategies, blueprints, and tools multi-seven-figure entrepreneurs use to fuel their growth.
This is your chance to get insider access to the top-performing strategies of exceptional entrepreneurs—for free!
Whether you’re just starting or are already established but striving to reach that next revenue milestone, the Activate Series is your roadmap to hit your targets.
At the core of this series is the Activate Deck—a one-of-a-kind, board game-like experience designed to help you create and refine your customer acquisition strategies.
It’s not just a tool; it’s a hands-on framework that multi-seven and eight-figure business owners use to map out their game plans for attracting and retaining customers.
With its interactive structure, the Activate Deck guides you through the four critical phases of customer acquisition: Discover, Nurture, Capture, and Deliver.
In the Activate Series, we’ve interviewed these business owners as they’ve used the Activate Deck to share their real-world strategies for products they’re currently launching—or have recently launched.
The Activate Deck gives guidance on creating a clear roadmap for each part of the customer acquisition process.
The Activate Series brings it to life with real-world examples and blueprints from business owners who have successfully implemented these strategies.
Register today for insider access to these real-world examples & blueprints to help you grow your business.
Let’s break down the Activate Series
4 Core Phases of Customer Acquisition
These four phases are at the heart of Activate because they reflect the natural journey every business must master to achieve sustained growth.
1. Discover
Increase Visibility & Attract New Leads
The Discover phase is all about making sure the right people find your business. Whether through social media, search engines, or networking, visibility is the key to customer acquisition. Without it, your ideal customers won’t know you exist.
The Discover Cards help you explore different channels to increase your visibility with platforms like social media, content marketing, paid ads, and SEO. These cards enable you to determine where your audience is and expand your presence to attract more leads.
2. Nurture
Build Trust & Convert Leads
After capturing attention, the Nurture phase is where you build relationships. Visibility alone isn’t enough—you need to actively engage and establish trust with potential customers. This phase turns leads into committed buyers.
The Nurture Cards show you how to engage your prospects with strategies like personalized content, follow-ups, and value-driven offers. These cards help you enhance your communications and move leads closer to becoming loyal customers.
3. Capture
Convert Leads into Paying Customers
The Capture phase is when leads become customers. This is where action happens—whether it’s collecting email addresses, webinar sign-ups, or making sales. It’s about securing a tangible commitment to your business.
With Capture Cards, you’ll optimize the touchpoints that turn interest into action, including lead magnets, checkout pages, and sales funnels. These cards ensure that every opportunity to convert leads is maximized.
4. Deliver
Exceed Expectations & Drive Retention
The Deliver phase is where you fulfill your promises. Whether it's delivering a product, service, or experience, this phase ensures your customers are more than satisfied—they’re delighted. And delighted customers come back and refer others.
The Deliver Cards help you design an experience that exceeds expectations, from outstanding customer support to thoughtful follow-ups. These cards ensure that every customer journey ends with loyalty and referrals.
In the Activate Series, you’ll see highly successful entrepreneurs in action, applying these phases in real time to share their successful customer acquisition strategies.
Here’s what you can expect on
Each Day of the Activate Series
Activate Series, Day 1
Coaching & Consulting
On this day, we focus on client acquisition strategies specifically to fit the unique needs of coaching & consulting professionals, whether you’re just starting or scaling your business.
You’ll learn:
How to discover and attract the right clients for your coaching or consulting practice.
Nurture relationships that build trust and lead to long-term clients.
Capture more clients by positioning your services for maximum impact in a crowded marketplace.
Deliver a client experience that not only gets results but turns clients into advocates.
Activate Series, Day 2
Digital & Physical Products
Whether you’re launching an e-commerce brand, a digital course, or optimizing a product you already sell, you’ll get actionable strategies tailored to product-based businesses.
You’ll learn:
How to Discover your ideal customer and position your product in front of them.
Nurture potential buyers through engaging messaging and follow-up that moves them toward purchasing.
Capture sales and drive repeat purchases using customer acquisition tactics proven to work for product-based businesses.
Deliver a product experience that exceeds expectations and builds brand loyalty.
Activate Series, Day 3
Services & SaaS
For service providers and SaaS founders, this day is all about scaling your client acquisition process and building long-term customer relationships.
You’ll learn:
How to Discover and attract more clients or subscribers in a systematized, scalable way.
Nurture leads using automation and personalized engagement that builds trust over time.
Capture new clients or subscribers consistently with a systematized sales process.
Deliver ongoing value that keeps clients engaged, satisfied, and renewing their contracts or subscriptions.
If you’re doing under $1M in revenue and
ready to make things happen,
this series is for you.
The Activate Series is all about action. Not fluff. You’ll get practical, battle-tested strategies that work in the real world, shared by real business owners who are crushing it.
Here’s what you’ll walk away with:
How to discover and attract the right clients for your coaching or consulting practice.
Nurture relationships that build trust and lead to long-term clients.
Capture more clients by positioning your services for maximum impact in a crowded marketplace.
Deliver a client experience that not only gets results but turns clients into advocates.
Meet Your Speakers!
Bud Heaton
IUL Insiders
From 2001 to 2009, Bud Heaton competed across the country in wrestling, honing the tenacity and strategic mindset that now powers his business. He helps business owners with customer acquisition strategies through IUL Insiders.
Penelope Jane Smith
Real Prosperity, Inc.
Penelope Jane Smith is a premier financial freedom mentor, empowering entrepreneurs to design lives of financial independence with her company, Real Prosperity, Inc.
Stacey Martino
Relationship Development
Stacey Martino and her husband Paul have developed a relationship-building methodology that translates into business success through their company, Relationship Development.
Joshua Latimer
WarPlan AI
Joshua Latimer turned his window-washing business into a multi-million-dollar empire and now helps entrepreneurs automate and scale through WarPlan AI.
Adrienne Dorison
Run Like Clockwork
An operational efficiency expert, Adrienne Dorison helps businesses free up time and scale sustainably through Run Like Clockwork.
Mike Schmidt & AJ Rivera
Agency Coach
Mike and AJ are part of a dynamic duo who have helped thousands of businesses grow through Agency Coach.
Daniel Den
Ideas That Influence
Daniel Den is fascinated by marketing and sales funnels and helps businesses optimize their customer journeys.
Krista Inochovsky
Infinite List
Krista Inochovsky, alongside Michael Neeley, is a renowned business consultant, helping entrepreneurs achieve their goals through Infinite List.
Allie Bjerk
Tiny Offer®
Allie Bjerk is an award-winning digital marketing strategist who has helped businesses increase their visibility and grow using her signature Tiny Offer® system.
Dave Rotheroe
Grip Advertising
Dave Rotheroe is the founder of Grip Advertising, known for creating engaging campaigns that drive results for businesses.
James Friel
FG Ventures
James P. Friel is a business thought leader and author who has helped entrepreneurs build and scale successful ventures through FG Ventures.
Dannella Burnett
Encore Elite Events / Speakers Need To Speak
As seen in Entrepreneur.com Magazine, Dannella Burnett has made waves in the event planning industry, running high-end events for entrepreneurs through Encore Elite Events.
Krista Miller
Summit In A Box®
Krista Miller helps online business owners build and launch profitable virtual summits through her company, Summit In A Box®.
Monica Snyder
Birdsong
Monica Snyder is a creative force in tech and marketing, using her company Birdsong to help business owners build more sustainable and scalable systems.
Rachel Miller
Pagewheel
A marketing strategist and mom of 6, Rachel helps businesses grow their audiences organically. She’s sharing how her latest AI tool, Pagewheel, can market your business for you—without the need for ads.
Bart Miller
I Do Epic
Bart Miller is an entrepreneur who has built multiple successful businesses and helps others scale with purpose through I Do Epic.
Molly Mahoney
The Prepared Performer
Molly Mahoney, known as The Prepared Performer, is a social media strategist, teaching entrepreneurs to leverage live video to grow their brands.
The Activate Series is Presented By:
Mark Stern
Founder of Custom Box Agency & Creator of the Activate Deck
Mark Stern is a serial entrepreneur and founder of the Custom Box Agency, specializing in optimizing the customer journey through high-touch, innovative direct mail experiences. Featured in Forbes as one of the Next 1,000 Entrepreneurs, Mark's expertise lies in designing impactful customer experiences that create lasting relationships. Before launching his entrepreneurial journey, Mark was a top-ranked strategy consultant at Deloitte Consulting. He holds an MBA from Duke University, is a five-time Spartan Trifecta holder, and serves as a mentor at SXSW.
What is the Activate Series?
The Activate Series is a virtual event where you’ll learn the customer acquisition strategies used by some of the world’s top entrepreneurs. It’s designed to give you actionable blueprints to grow your business and reach new revenue milestones.
What is the Activate Deck?
The Activate Deck is a hands-on, board game-like experience designed to help you create and refine your customer acquisition strategy. It’s used by multi-seven and eight-figure entrepreneurs to build their launch plans, and now, through the Activate Series, you’ll see how they do it. You’ll have an opportunity to purchase it after you register.
How is the Activate Deck different from the Activate Series?
The Activate Deck is a physical, interactive tool designed to help you create and refine your customer acquisition strategies. It’s like a board game for your business, helping you map out and optimize the steps needed to attract and convert more customers.
The Activate Series, on the other hand, is a virtual event where you’ll learn directly from successful entrepreneurs as they use the Activate Deck to share their real-world strategies. In the series, you’ll see how top business owners apply the deck to their launches, and you’ll gain access to the blueprints they’ve built using it.
Who is this event for?
The Activate Series is perfect for business owners, entrepreneurs, service providers, and coaches who are currently doing less than $1M in revenue but are ready to scale. If you’re looking to learn proven strategies for acquiring more clients, this event is for you.
What is Customer Acquisition?
Customer acquisition is the process of attracting and converting potential customers into paying clients. It’s the lifeblood of every business—because without customers, there’s no business to grow.
In the Activate Series, we focus on showing you how top entrepreneurs create repeatable systems that bring in clients consistently, using proven strategies that can be adapted to your own business. From online funnels to real-world tactics, customer acquisition is all about turning awareness into action—and action into growth.
Is this event really free?
Yes! You can attend the Activate Series and learn from the experts for free. After registration, we offer a Founder’s Edition Activate Box Set for sale which includes recordings, blueprints, the Activate Deck, and one year of access to the online portal.
How can I access the event?
The Activate Series is fully virtual. You’ll receive a link to access the sessions via our online portal.
How do I register for the Activate Series?
Simply click on the registration button, enter your details, and you’re all set. You’ll receive an email with all the information you need to access the live sessions and recordings.
How long is each session?
Each session typically lasts about 60 minutes.
Do I need any special software to participate?
No special software is required. The Activate Series sessions will be streamed through our online portal, and you can watch them on any device with an internet connection.
What if I can’t attend the sessions on these days?
No problem! If you can’t attend live, you’ll have the option to purchase access to the recordings in the online portal.
How do I access the blueprints shared during the sessions?
These will be available as downloadable resources in the online portal once you’re registered.
Is there a limit on how many people can attend the event?
The Activate Series event is open to unlimited registrants.
It’s time to stop guessing and start growing.
Your Blueprint to Success is One Click Away.
Be part of the Activate Series, and grab the real-world, working-right-now strategies, blueprints, and tools you need to take your business to the next level.
No more guessing, no more wasted time.
Copyright 2024 | Custom Box Agency | Privacy Policy