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When you stack magnets, their power is exponential.

Stacking Magnets

Think about your best clients and what actions they took when first buying from you. Build magnets based on these actions. Here are examples of how to stack magnets:

Fractional CFO Service Company

• TOFU – Cash-Flow Forecast Template for Founders.
• MOFU – 3-part email class on “Scaling from 500K to 5M using videos.
• BOFU – Free 30-minute “Financial Check” with a 90-day pilot option. 

. Residential HVAC / Plumbing Contractor

• TOFU – Seasonal Maintenance Checklist to Avoid Breakdowns 
• MOFU – Educational videos on “What To Check Before Calling For Help. 
• BOFU – Free home system inspection plus a discount on annual plans. 

Specialty Retailer or E-Commerce Shop

• TOFU – “Find Your Perfect Product Style” quiz with personalized recommendations and a small first-order discount. 
• MOFU – How-To Guides, Lookbooks, and Comparisons

• BOFU – Limited-time starter kit, cart-abandonment coupons, and free shipping.

This “magnet stack” approach—clear value at each stage, linked to your core offer—will pull the right prospects from curiosity to commitment.

Getting it Done

Apex Advisory Group, a professional services firm, had four sales reps plus the owner selling and servicing clients, but deals were inconsistent and follow-up was ad-hoc.

Apex engaged CCC, www.cccsolutions.com, to help build their sustainable sales pipeline. The team focused on the ideal client’s journey, selected magnets, and created a sales process to manage prospects. The magnets were:

• TOFU – Risk and Readiness Checklist.

• MOFU – Quarterly Webinars and Case Studies

• BOFU – Business Circle Invitation

CCC set up X2CRM to segment, track, and reach prospects and remind salespeople to follow up. At every stage, the CRM captured new information and responded based on specific prospect actions.

Apex Today

Apex now has a repeatable sales engine: Their magnets consistently attract new prospects, X2CRM nurtures and scores them, and the sales team focuses its energy on the best opportunities.

With CCC Solutions guiding strategy and configuration, Apex built a sustainable, measurable pipeline that increased sales while reducing the chaos of manual follow-up.