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Track II — Marketing · Module 2A 2.5 hrs

About this module

Finding customers is one of the most important activities for any entrepreneur, especially during the early stages of business growth. This module focuses on practical customer acquisition methods that entrepreneurs can immediately apply to generate leads, increase visibility, and improve sales opportunities.

Participants will learn how to identify target customers, build acquisition strategies that fit their business model, and use low-cost, high-impact outreach techniques suitable for Ontario-based businesses. The workshop emphasizes practical execution rather than marketing theory.

The module explores customer acquisition channels including networking, referrals, partnerships, online outreach, social media, local community engagement, and direct prospecting. Participants will understand how to prioritize acquisition activities based on budget, time, and business type.

Learning objectives

By the end of this workshop, participants will be able to:

  • Identify and define their ideal customer profile and target market segments
  • Select customer acquisition channels appropriate for their business model and budget
  • Build a practical lead generation and prospecting system
  • Create effective outreach messages for email, phone, networking, and social media
  • Track and measure customer acquisition activities using simple KPIs
  • Develop a 30-day customer acquisition action plan

What you'll walk away with

Participants will leave with a complete customer acquisition action plan, lead generation tools, outreach templates, and prospect tracking systems ready to use immediately:

  • Ideal Customer Profile Worksheet
  • Lead Generation Tracker Spreadsheet
  • Customer Acquisition Channel Comparison Tool
  • Networking and Referral Scripts
  • Cold Outreach Email Templates
  • Prospect Qualification Checklist
  • 30-Day Sales Activity Planner
  • Customer Acquisition KPI Calculator
  • Follow-Up Scheduling Template
  • Partnership Outreach Framework
  • Local Community Marketing Checklist
  • Customer Pipeline Management Spreadsheet

Who should enroll

Entrepreneurs who struggle to generate a consistent flow of new customers
Small business owners relying on word-of-mouth with no active acquisition strategy
Ontario operators who have launched and need a repeatable system to find and close leads
Founders who haven't clearly defined their ideal customer or target market
Service-based and product-based businesses looking to grow beyond their existing network
Anyone who wants a structured, measurable approach to sales and prospecting

This 2.5-hour workshop is structured around six teaching blocks, each paired with a practical exercise you complete using your own business as the case study.

01
Defining Your Ideal Customer & Target Market
How to build a precise ideal customer profile using demographics, psychographics, pain points, and buying triggers. Participants complete a customer profile worksheet for their own business during the session.
02
Customer Acquisition Channels
An honest comparison of networking, referrals, social media, cold outreach, partnerships, and local community marketing. How to choose and prioritize channels based on budget, time, and business type.
03
Building a Lead Generation System
How to create a repeatable prospecting process — where to find leads, how to qualify them quickly, and how to build a pipeline that produces consistent opportunities without relying on luck or timing.
04
Outreach Messaging & Follow-Up
Writing outreach messages that get responses across email, phone, social media, and in-person. How to structure follow-up sequences that convert prospects without feeling pushy. Scripts and templates included.
05
Referrals, Networking & Partnerships
How to build a referral system that generates warm leads consistently, leverage Ontario business networks, and develop partnerships that expand reach without increasing marketing spend.
06
Tracking KPIs & Building Your 30-Day Plan
The metrics that matter for customer acquisition — leads generated, conversion rates, cost per acquisition — and how to build a realistic 30-day action plan. Participants complete their plan before leaving the session.

This module runs as a single 2.5-hour interactive workshop. Choose the format that works best for you.

Live In-Person Workshop

Held at our Richmond Hill facility. You'll work alongside other Ontario entrepreneurs in a hands-on environment with direct access to your instructor. Maximum group size ensures personal attention.

Live Online Workshop

Instructor-led via video with the same interactive exercises, group discussions, and real-time implementation. Participate from anywhere in Ontario without missing any content.

Workshop Structure

Every session follows the same proven format: 20 minutes of context and objectives, focused teaching blocks with practical exercises, two Ontario-based case studies, and a 30-minute action planning close.

What's included with every session

Full slide deck
12 templates & tools
2 Ontario case studies
30-day sales activity planner
Cold outreach scripts
25-question assessment