Legacy & Succession
Turning expertise into a lead-generation asset
A company book that gives prospective clients the heart of Legacy & Succession's approach, and gives the team a meaningful way to start the conversation.
David and Madison Chaney help business owners plan succession that lasts generations.
01The destination
Legacy & Succession wanted prospective clients to understand how the firm thinks about succession before the first meeting, and to arrive ready for a deeper conversation.
02The obstacle
The expertise lived in the team's heads and in client meetings. Turning it into a book meant clarifying the mission and capturing years of knowledge without pulling the team away from clients for months.
03The story
Succession is about what a family and a company pass on. Succession by Design walks owners through exiting their company for maximum financial and legacy impact.
04The experience
In a two-day workshop we clarified the heart of the mission and captured the content. Then our team ghostwrote and published the book.
- A two-day workshop to clarify the message and capture the content
- Ghostwriting and publishing for Succession by Design
- A reader experience on Storybase with a video for each section of the book
- A short takeaway quiz at the end of each section
05The ecosystem
The book opens the conversation. Section videos and takeaway quizzes keep readers engaged as they go, and the firm puts the book in the hands of client leads.
06The impact
In David's words, the book became an invaluable tool for connecting with client leads in a meaningful way, and the firm has easily seen a 10X return on its investment.
Holden made the process of writing our company's book both easy and impactful. In just two days, he helped us clarify the heart of our mission and capture the content his team needed to ghostwrite our project. With their help, we now have an invaluable tool for connecting with client leads in a meaningful way, and have easily seen a 10X return on our investment.
David ChaneyCEO, Legacy & SuccessionWhat we built
- Book strategy
- Two-day workshop
- Ghostwriting
- Publishing
- Reader experience on Storybase
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Stop spinning your wheels. Let's create a plan that actually takes them there.
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