Category: Core Training

Building Your Authority Site

How to Build Your Authority Site

Transcript

So today, we’re gonna go over how to, build your authority site. We use this process, not just for, well, you can use this process for yourself, but we also use it for clients, and you can you can apply this across, different niches.

So I think if your member’s telling me this, like, fifteen years ago, Joanna, when I took the I think it was the the freelancer, the hundred thousand dollar freelancer, whereas really, like, the the main goals of your site is you wanna grow your list, you wanna sell your stuff, and then you you sell your other other people’s stuff. I remember when you said that to me, it just it really hit home and that’s, of course, it’s it’s true.

And that also may ultimately leads to the the top three things that that or the top three goals that we make sure all of our authority sites, achieve. First one is it needs to drive leads and sales. Second, it needs to build authority and trust. And the third thing is it needs to get remembered and shared, which I I know Joanna touched, on that the last meeting that we had. Now the metrics we used to measure success. We make sure that all of these are aligned to the goals that I I just discussed.

A lot of these are, super important. The the big ones are your customer lifetime value, your list growth rate, your lead conversion rate. A lot of these metrics if you move the needle even five percent, you’re gonna see a a lot of growth. So, we tend to focus on these. Now what we’ll do with these metrics is we’ll actually create a scorecard, and we’ll monitor them either weekly or monthly depending on on which ones.

More importantly, the is you wanna make sure that again that these are aligned to your goals.

I suggest you stick with the top three, but if for whatever reason, your your client or yourself, you wanna achieve something else, just make sure you can prove success or measure success.

So we’ll get into, the first step is really defining on what you want your site to achieve, what your the goals are, we’ll get into this actual process that we use to create the site.

It starts with identifying your most profitable customer. Now, what we suggest doing is you wanna identify the four percent of your customers that generates sixty four percent of your revenue.

We do that. What we do is we look at our customer list and we use lifetime value as the metric and then also repeat purchases or the number of purchases that people have made. And what we do is we we take that, we segment, and then from that, we’ll we’ll discover the four percent, and that’s who we’ll start with first.

Then we’ll use that list, and we’ll we’ll sort of pick and choose the next customer to start with, and then we’ll work through it one at a time. Basically, targeting a specific niche or market, and then moving on to the next.

The next stage is once you’ve identified your your your ideal prospect, you have them sorted, then you wanna conduct center interviews and and surveys and interviews.

We start by interviewing the customers, you know, your typical sort of what challenges you’re facing, you know, how’s our product help to your favorite features, a lot of these questions, and and I do have a copy of the, I think we have, like, fifty. No, I’ve actually over a hundred questions now.

Of different ways that you can ask them, and different, they’re all organized by stages of awareness, but I’ll share this with you at the end. And essentially, what you’re looking for is not just understand the problem, understand that obviously the outcome they want or the solution, but also These are questions that are gonna help you uncover your your value prop, your USB.

A lot of these questions, like, why which specific features did you like or or what made you choose us over the competition, you’re gonna get all of that stuff from these interviews, and that’s what you’re really gonna start using to create your USB and value prop.

So the next person you need to interview is you. So you need to interview yourself. This is all the stuff that we’re going through the, copy hackers as well. Books, success stories, case studies, your podcast, events, everything about you, your origin story, which, I’m gonna do another session on this.

And, your origin story is all a bit of creating trust. It’s it’s, hey, you understand the problem and, you know, they they can relate to you. You’re likable, and you’ll do that early on. So we’ll cover another session on that.

And, of course, your USB and your unique mechanism, you’ll get your USB from the customer surveys. Your unique mechanism, is once you know what or you have a better idea on why they chose you, then you can hammer out the details. That’s really the how it works. So that’s the part that you’re gonna focus on yourself.

Now once you have all this information, the second step you need to do is you need to analyze the the results. Okay? So what you’re really doing here is you’re you’re looking you’re looking for themes. I use AI for this.

AI is really good at this where they can identify common themes you you really wanna get in the mind. You understand. You wanna understand why they tick. You know, what’s the specific problem they wanna solve?

What specific outcome?

You wanna understand their their top hesitations because then you can draft a guarantee to address those.

So really, you’ll find some really cool stuff from this. I is probably one of my favorite parts, to be honest.

And we’ll show you we have tools at the end as well, which we’ll give you access to, and that’ll help you sort of categorize in segment.

Then what we do from that, and this is the the fun part I enjoy as well is we create an avatar. Now, and again, I’ll give you the templates at the end. We just don’t create your typical avatar with as, you know, your demographics, like, psychographics. What we do is and I got this from you, Joanna, is we this is almost like two point o version of the rule of one, or your one reader. So it’s not just understanding, their problem and concerns. But it’s also listing, you know, hey, these are the hesitations aligning a guarantee to that, figuring out what are what what hard offers are gonna resonate with them, what soft offers are gonna are gonna resonate with them. And then this is where you start filling in your USPS, your value prop, and all the other stuff as well.

And again, you’re gonna use this from the the survey data that you’ve, you, you, got from before. Now, the trick on this as well is you’ll have your most profitable customer. You wanna take that customer and you also wanna create an avatar avatar by stages of awareness if you can.

And then you wanna repeat that for each of your, your avatars moving forward as well. Next step that we do is we create a sitemap.

These are the core pages on your site that, we find, it’s a good start anyways. There’s your homepage. Which will break down in a second because your homepage really tells a great story, and it’s organized by the stages of awareness.

There’s your about page, which is your origin story. There’s your process, which is how it works. And that’s it’s it’s your USB, but it also includes the the secret sauce, you know, the that how your solution, you know, achieves consistent results better than the competition. And that’s really how you’re gonna outline it step by step.

Success stories, of course, your work with me, which is your services, product type services, your your courses, whatever you wanna offer, books, blog, consult, contact, media, resources, speaking, connect, and then your typical four zero four, thank you and and FAQ pages with a a guarantee as well. I like this section right here because it’s it’s almost like, you wanna address their hesitations and concerns. A lot of people overlook the purpose of the FAQ page. So you wanna you definitely wanna test that out as well if you can.

A little tip, insider tip on this is If you are in a city, let’s say you have a productized services on, web design, and you have a system where you can put this really cool package together for clients, and you can productize it, and you’re in a in a city, say you’re in Toronto, what you wanna do is you wanna create a city page, that’s this Toronto web design, but don’t put it on your main navigation. Just put it in your HTML site map. Because then what’s gonna happen is it’s still gonna get linked to the rest of the pages. You’re gonna link to use, but then it’s also gonna, it’ll rank, but then you can also link to it from your GMB profile.

So then it’s just an added sort of boost that you can get more traffic and sales from it as well. I’ll be doing a session on that on how to set that up. And and show you, how to create that city page. And the cool thing is with the city page, it’s actually, organized by, not only stages of awareness, but it uses ADA.

It’s pretty cool how everything aligns up on it.

Next is your homepage. So this is where we start, we start with this. And remember, we’re we’re creating the home page and we’re using all of the data that you’ve collected from your surveys, your avatar so you can start telling great story because you know exactly who you’re writing for. That’s that’s what’s key about this.

These are the main components of the of the the home page, and I’ll give you a, wireframe split. I I’ll use the terms spid draft and wireframe at the end that you can use. And, it contains only sections. So you have your header with Hero Shot, UV, your email opt in, which is above the fold, your compelling, story, which is your origin story. Credibility and social proof, your work with me, which are your services page, your speaking, your programs, your content preview, which is, of course, is your blog, your your podcast social connect and then, of course, your footer, which is your you wanna end with a strong CTA.

Now here’s how each of them kinda tells a story. So you’re starting with the header, your hero shot, UVP.

Really, this is the first impression. It’s it’s what’s gonna grab their attention gonna explain what you do who it’s for and the big benefit. You know, we this is your, you know, why why choose me versus the competition. So you’re really setting the stage at this point.

There’s a couple of examples that I’ve included. You know, I help entrepreneurs, build and grow profitable platforms, very clear.

Build your business, build your wealth, live your dream. It’s clear. I love this one.

This is like a two point o. You know, welcome to the the Fitfather project.

It’s, I think that he he nails it really well.

Second is you’re featured in. These are your your media logos across, you know, right off the bat. This is gonna create that credibility. It’s gonna show like, hey, I can trust them. Like, what they’re saying is true.

A couple of examples, this is like kind of a what most people do, it works. It’s kind of okay.

This is a better example of it as featured in trusted by. Again, I love this version. I think it’s like two point o. It just it hits you.

So you don’t have fun with this, but you’re you’re really saying, hey, like, I not only understand you, but what I’m what I’m saying is true. You can trust what I’m saying.

Next part is your email opt in, so your you’re placing this next, it’s really that, like, the way to say, Hey, you know, like, get to know me a bit more. You know, you’re you’re in you’re giving that option right away. You’re hinting at that value. Hey, there’s more to come.

Here’s a couple of examples of your, your email. There’s million. There’s a the urban monk seven day reboot, get started now. Just, you know, it’s not much.

It’s just a way to collect your email and and, and get them into, or or start the the process anyways. Here’s your origin, your your hook. This is the part I love. This is your origin story.

On your homepage, you’re just gonna literally just create a little snippet and link to your orange and story page. And that’s really how that homepage is aligned as well. You notice that each section, it is correlates to the navigation as well. So that’s what you’re you’re doing.

You’re just linking to each one. A couple of examples of origin stories.

Here, here’s another one, how I got here. It’s pretty, you know, the these are revealing to the are, you know, he’s talking about his PTSD.

Just when I thought I was on top of the world, she’s, you know, she’s gonna go into, you know, what, her problems and She’s really trying to relate to people. It’s like, hey, they understand me. They get me, which is which is really cool. Here’s another one, the truth you may not know about me, and it’s it’s his about page.

And that’s these are gonna be your about about us page. Some people call it origin story, but I just call it about us. Here’s another one, Sharpen. He’s he’s a good guy, Sharpen, actually, I’ve met him a few times.

He’s pretty good training. Credibility, media logos. That’s the next step. This is just to, you know, we’re building on those initial crust, the credibility signals.

We’re deepening that trust.

We’re we’re starting to get into our expertise, you know, the the the impact, the solution that we offer.

Here’s a couple of examples as well.

We’re getting into best selling books, like, you know, the and and that’s the psychology here is your you’re thinking, hey, well, this, you know, you see someone with these best selling books. They must know their stuff, right? And that’s really the point of, of, publishing your book is you’re creating out authority in their eyes, and it’s just gonna make you a hell of a lot easier selling your products and services. Then we’re getting in a social proof this is the praise your photos.

Hey, if it worked for for them, it can work for me too type stuff.

Here’s a couple of great examples for Tony Robbins everyone knows Tony Robbins, your typical testimonials, then we’re getting into your work with me.

Now that they trust you, they believe what you’re telling is true. They think the solution is for them. Now you’re gonna start introducing what you do, right, and it can be anything from services, to coaching.

It really depends on on what you’re offering. Then you get into for our clients, obviously, it’s their services they offer. There’s a lot of spaces in cosmetic, so we would get into the cosmetic services they would offer.

Here’s the content preview. This is this is really about like establishing further and giving a taste of, you know, what what what they can learn by by, following you. So you here’s your library, your podcast library, learn from me. Here’s my blog. Then you’re getting your social connections.

This is cool. It’s just like, hey, you know, connect with me. You know, here’s here’s the value I bring. It’s your your making that introduction for them to to reach out, then you have your footer, which of course ends in a strong CTA, and you’re just reinforcing that again.

Couple examples as well. A lot of people don’t put the, they’re they’re called actions in these CAAs. You wanna be in the footer, you wanna make sure you do that.

And you can do this yourself. That’s the process we use for the home page. We do have a, a site map and sorry, spit draft and wireframe, which will will give you not just for the home page, but it’s all of the pages of the site.

How we do it is, again, I learned this from Joanna, is we we start with what we wanna say, and then what we do is we overlay proven copywriting formulas on top of that, and then you have a pretty compelling site, which is, which is gonna rank and sell and convert and do really well.

We’ll provide you with all of these tools at the end. So don’t worry about that. I’ll I’ll give you access to everything.

What I wanted to talk today was to to show you a concept of how this works and really using your using your the the data that you get from your surveys and and how you can use it, and not just just to show it’s not. It doesn’t have to be complicated, and how you can craft the UVP for your homepage yourself.

These are questions and I’ll I, I just went over, but I’ll share with them with you as well. So now and I’ll use ourself as an example. So we, we’re launching a product, and it’s called or a service called WP Total Care. And, we’ve been offering WordPress support for our clients now for a couple of years. So we wanna it’s worked really well. So we wanna take this a bit further. So we analyze our list, our current customers, and we thought it was small business owners with a WordPress website specifically with woocommerce.

And we analyzed this list, and we actually discovered it’s not It’s actually, brand agencies. They’re the four percent of customers that generate sixty four percent of our revenue. So after analyzing that, we just literally put, you know, brand agency. Then we we asked them the the specific problem, and and we wanted to know the outcome that they wanted.

And for them, it was, they’re because they they’re a brand agency, they do they’re clients, they’ll help their client with their branding, and it often ends up leading to online or digital media, often like a website or whatnot. So what they would do in the past is they would reach out to freelancers or they would work with freelancers and the problem is the the inconsistent results, you know, the the freelancers just disappear on them sometimes. So That was the main challenge they were they were dealing with. The specific result, they wanted they just wanted a reliable partner they can count on.

We we did speak to them a little bit more. We wanted to dig into the ultimate benefit, and it was like, yeah, they wanted to rely reliable partner, but in the end, it was so they could grow their business because they realized there’s this big opportunity they didn’t have the the means in house or they didn’t they didn’t want to invest in someone, in house so they really wanted that partner to help them grow and take their agency to the next level.

That, of course, led us to the the promise, and this is where we really we asked them, you know, what why did you choose us over the competition? And there’s a few things that stood out for them. The first one was we specialize in WordPress. Our developers have contributed to the core.

So that’s just gonna lend our expertise. And the big one was is we have a white label option where, they can they’ll use our services. Their clients don’t know because they’re white labeling, but the plugin that we they can use in the back end of their website. They can engage and speak to clients, and they can manage their client’s website through that.

So that was something the competition doesn’t offer, and those were, you know, the top three reasons people chose us. So, of course, that’s our promise.

The proof was up to us, and and that’s just when we’re doing the interviews. We’re just gonna, hey, you know, do you mind if we we we interview, you know, so we can we can tell your story, and we can share your story. So we’re gonna use those. We’re gonna use demos.

We have a lot of, we have a lot of examples of before and after where we’ve optimized websites, especially with Google’s web vitals as far as page based paid speed and and whatnot. So these are pretty powerful, and we can use those to really validate and and and show or prove what we’re saying is true, as far as our our promise. Right? And one thing I wanna touch on this is the the promise is really about, the promise is your, you wanna switch to unique benefits because there’s, like, there’s three types of benefits.

The first type of benefit is the benefit that your customers don’t care about avoid them. Second type of benefit are these are your price of entry benefits. So these are the benefits that they expect to see when they go to your site. So you need to have those.

It’s, like, the minimum that your prospect expects. Then there’s their point of difference benefits, and these are the benefits that you’re gonna use to beat your competitors.

So when we interviewed our clients, we discovered, you know, the minimum requirements, the minimum we need to to sort of play the game. And then, of course, we we discovered the the point of difference benefits to win the game. That’s the way I like to look at it.

And then, of course, the proposition, these are the products that, they wanted to see. You know, the this is a really telling question as well. And we have a lot of these. There’s different ways to phrase it.

But when you’re creating your offers, let your customers or, your leads, let them tell you the type of offers that you wanna create.

So just, you know, asking these types of questions and that they’ll tell you.

Then once you have all of your answers from the interviews, you’re literally just gonna, you know, here is their their frustrated, you know, agencies, quality. Right? They’re they’re they’re they’re frustrated with quality from freelancer. So all you’re doing literally is you’re taking that and you’re you’re popping it in. That’s it. And then once that’s done, you’re just gonna take this formula and then you’ll rewrite the formula, easy peasy.

And test this stuff. There’s different formulas that you can use. You can test them. You can rotate them. Make sure that you’re your visual here, your image is it shows the transformation or the outcome that they wanna achieve. And then, of course, you’re just highlighting your your point of different benefits under here, which I just told you about, as well. We specialize in WordPress where, we contribute to the core, we white label a plugin, and then, of course, you’re just ending it with another formula is to get the desired result that they want.

So it all plays together. The your you’re identifying just a recap. You’re identifying your ideal prospect. You’re and your ideal prospect you’re gonna start with is your most profitable. You’re getting into the mind of that that customer, you’re doing that by interviewing, you’re understanding the problem, the challenges, the frustrations, the outcome, not just that, but also their hesitations and concerns. And you’re asking all this stuff so you can really meet it head on, especially with, you know, if you if you discover that one of their concerns is that, you know, you don’t have a level of expertise in WordPress, well, you’re gonna guarantee that you do. You wanna align that as much as possible.

And you’re taking that survey data, and then you’re analyzing it, and then you’re using it in your copy, and you’re using it to create your website. And and that’s what’s really powerful about it. And then you’re just once once you have and you understand it, you’re just using proven copywriting formulas and frameworks, and that’s it. And then you’re just making sure everything follows, tells a story or, has a, yeah, tells tells a great story, and It’s, yeah, it’s a lot of fun. And then you get into your split testing and your, your testing and everything else.

Any questions so far?

Yeah. I have two.

Yeah. For sure.

The the first one? So with the stuff, like, around your IDel avatar, what would you recommend if you’re in a position where You don’t really know.

You haven’t worked yet with your ID levator. Like, you have an idea of them, like you’ve outpriced your current client, so you wanna sub new ones, but you can’t interview them because you’ve not worked with them before. Like, where would you recommend you start?

I can show you what we did. So we did, So we we, we scraped all of our competitors, when we first started doing it. Here, I’ll show you, am I still sharing my screen? Yeah.

I am. Okay. So we had, this what we did. So we went out and and just scraped all our competitor reviews and and we analyzed everything.

Right? And we we looked for, their USB, everything a to z. So that that’s what I would suggest doing. Is pretty telling as well.

Like, we we go pretty heavy into analyzing our competitors. We we we do everything from sign up for consultations we wanna know their sales funnel, their strengths, their weaknesses, because ultimately, you you wanna you wanna match them and then you wanna beat them. Right? And you you do that by understanding them and also listening to your customers as well.

That’s what I would suggest doing.

Okay. Thank you.

Who are your competitors, by the way? Do you know?

Not really because, like, I don’t know that my competitors are like copywriters. They’re more like coaches, or con consoled like So, yeah, I’m not I’m not sure of any any other copywriters, like, in my space.

Yeah. We go pretty deep. Like, you can you you’ll find them out, like, a good a good approach to do is, we use data to sort of figure who who is our competition, and then we we get into Once you know who they are and it kinda leads to the next one, like you can figure out their entire marketing strategy. It’s it’s pretty straightforward once you know who they are. And then that, like I said, that’s gonna lead to another competitor, another competitor, and then you just focus on the top twenty percent. That you know are dominating the market, and then that that’s where you start laying your recipe.

Mhmm. That makes sense. Thanks. And, yeah, the other question is just a silly little one.

For, like, having the logos underneath the, like, trusted by, do you need permission to do that? Like, assuming there’s nothing in the ended ending NDA that says against it? Like, do you still need to ask to include the logo on your page?

Not that we had, in Slack, someone we had, we talked about that as well.

Oh, really?

I used them.

Like, it’s not it’s if it’s if it’s legit, of course, I don’t unless there’s, like, an NDA or something.

Okay. Agreed. We use them and others use ours without ever asking. So Yeah.

I I’d never asked you, Joe, but It’d be good.

Cool. Thank you.

Yeah. No problem.

Anyone else? Any other shy folk who are off camera?

Shade, where did four percent and sixty four percent come from?

So it’s the eighty twenty rule. I don’t know if you heard about that. So twenty percent of your customers will eighty percent of your revenue. So what you’re doing is you’re taking that twenty percent and you’re applying the same formula again.

So you’re looking at your the twenty percent the twenty percent of that that generate eighty is zero sixty four. That’s where it comes from. So it’s just another layer. So a lot of people just start with that’s good enough.

But if you wanna get ultra specific, and the goal here is, like, to is to define your most profitable customer. And that’s, like, the you do that by analyzing your list and you use lifetime value as the metric. That’s what key that’s what’s key. And then, and once you know that, then you just you sort and you you pick one at a time.

Dominate that. Move on to the next.

Well, thank you.

Yeah. No problem.

I had a question. If we’re, like, redefining our offer or our niche, and we kind of try and we’re kind of trying to get something up would you recommend, like, still starting out to build out the authorities site with all the pages or sticking to, like, a one page site where we can collect leads before building out the fuller version?

We’ll start growing your list. Like, you don’t want to put it up right away. Like, don’t I wouldn’t wait until your site is, like, completely done. Right? Anything is good enough.

But that’s, like, you’re you’re saying before you do all the interviews and all that other stuff, like, before you Yeah. Put up what you have. Of course. Like, this is a process.

It’s not it’s, ideally, you wanna start with this, but you may have, you may have a site up. And you’re gonna go in and you’re gonna, you know, you’re not gonna tear it down. You may or may not, but it’s, is a process. Right?

You may start with a page.

You may say, hey, I’m gonna I’m gonna write my origin story, and then you you add that. You update your your Vode OS page. Right?

Okay. That’s helpful.

Shane, can I ask a visuals question?

Sure.

So I noticed I went to a lot of agency competitors.

I think who might be my competitors, and I noticed that a lot of them don’t do the person in the hero section. A lot of them don’t really have a whole lot of any noticeable imagery in the hero section really.

And I’m just wondering, like, I don’t have a photo shoot. I’m not scheduling one right now. I really don’t want to spend the money on it frankly.

At least not for a little while. What When it comes to the imagery, especially in the hero section, but even I guess going down the page in the home on the home page, any recommendations because I’m kind of at a loss. It gets me spiraling. That’s stupid.

I always see this. It’s either the person you know, like Joe has on hers or the agency competition like I said doesn’t seem to go by that. They didn’t have very little. So I’m just kind of struggling to figure out what’s the right image. Should I spend the money and go do something or I don’t know what’s your recommendation on all that stuff?

Don’t know. It depends. Like, it could be you could go stage as awareness and focus on, like, the outcome that they want. It depends on the industry too, right, on the space, like, or before and after. I’m gonna show the outcome gonna show that before and after. If they’re if they’re product aware they know the results, I’m gonna focus on why they need to choose me. Right?

That’s what I would start with. It’s not I don’t think there’s, like, everyone says there’s best practices, but I’ve we’ve done, like, testing, especially with Google ads and what we thought worked wouldn’t is complete opposite. Right? So, you know, I don’t unless Joe, I don’t know what your thoughts are on that, but I don’t think, you know, start with the basics, like, include your and just, maybe focus on the outcome, right, the solution they’re looking for.

Okay. Thanks.

Any other Everyone’s so quiet.

I mean, I will have to end this question. If your community’s there. So if no one has any more, I was wondering if you could talk a bit about, like, the types of guarantees you would offer as a service provider.

It depends on yeah.

So the the guarantees are gonna be, you’re gonna offer your guarantees to address their concerns, right, that your guarantee has to have a purpose, a goal, and your guarantee is literally to address their hesitations. Right? If they say they’re worried about this. You’re gonna offer a guarantee that, you know, that says, Hey, you don’t need to worry about it. That’s what it is.

But if they’re worried about results, like that seems to be the main thing, but it’s like, I can’t offer a guarantee around results.

What type of results?

Like, are they like well, I suppose actually this probably comes down to me targeting the wrong people.

Like, yeah, they just wanna know that they’ll that it will convert. But then I think that’s probably more where I’m talking people who with less money, who care more. So Yeah. I kind of answered my question.

No. Like, they’re they’re worried about results that they’re not gonna achieve the results sort of thing?

Yeah. Like, they just wanna know the copy’s gonna convert. Like, that that’s the hesitation. It’s like, can you make me more money?

So you can also guarantee something. Like, a guarantee is like, yeah, hey, it’s not just about results, but you can guarantee, so how I would answer that is is, like, I’ll show you what I would do, and then you can you can see there’s different ways to approach it I would show so say you’re a client, right, and let me open this up.

So I would say I would say to you, so I’ll pretend you’re the client. You’d say, well, how do you know you guys can see the screen?

Okay. So you’d say, well, how do you guarantee results? And I’d say, well, this is how I would address it. I’d say, well, you know, you’re working with us because we focus on on results.

You know, we we measure campaign success by ROI, and that really answers the question. Did you make money? And we we manage it around true ROI, not return on ad spend. So we take in account gross margin.

And you’re a business owner, so you’re thinking, okay. Good. This guy knows gross margin. He’s speaking my language.

And I would say, okay. Well, let’s say you work with us and we’re gonna launch a Facebook campaign. And then, like, yeah, we sent a thousand visitors and then would say we have it cost you ten thousand, right, to hire us. This is what you’re talking about is your conversion rate and say that your conversion rate is three percent.

That’s your landing page or your sales page that is gonna convert. This is how many customers, turn in, sorry, leads turn into customers. This is lifetime value. You’ll have to work with that with the client, and then let’s say it’s like sixty five percent margin.

So what I would say is while you’re hiring me for this metric, right? You’re hiring me because because most come in at around three percent. We’re gonna use that as a baseline, but we’re gonna have a control then, and we’re gonna work to increase that. So over time, you know, we can get that, say, from three to five percent and then watch your ROI.

It’s just gonna explode. But more importantly, what I wanna talk to you of it is I wanna make sure, you know, we don’t know how many your close, sales you’re closing yet. You know, if you’re only in most close around thirty percent, but like, hey, you know, you’re hiring me, we’re gonna work with you unconsulted at selling. We’re gonna put this at thirty five percent and watch your ROI.

It’s gonna explode.

Right? And so, and then we’re gonna talk about lifetime value, where we’re gonna do an upsell or something on the thank you page, and we’re gonna increase this by a hundred and watch the ROI.

So I’ve never what I’ve done is I’ve answered your questions. Like, I positioned myself as an authority. I’ve spoke his language, but I really promise nothing. I’d promise him that or her that we’re gonna have a control, and we’re gonna try to beat the control. Right? But I’m using my expertise to reinforce, like, hey, we’re all about results too. You see the subtle difference.

And that’s that’s the approach that we take. And it works really well because no other agencies talk like that. I can promise you. Like, no or marketers, direct response, direct response marketer would. But, a lot of, or copywriters, they won’t. But that’s that’s the language, that’s how I would approach it. So it’s a guarantee without you know, without a guarantee in a sense, if that makes sense.

Yeah. No. That’s good. Thank you.

No worries.

If I can just jump on that question Sure.

So you just walked through is what I walked a prospect through yesterday.

Good for you.

And it was it was good, but now that I now that I see you walk through it again, I realized I made some mistakes because my guarantee was more tying myself into a guarantee.

It okay if I share my screen and just show you Yeah.

Of course. Okay. Cool.

Okay.

So because the project is primarily just email marketing, So I didn’t include all those other aspects. So I just kind of took their list size, their profit margin, their average order value and their average orders per month. And I kind this is the so they’re currently doing nothing with email. So my guarantee in quote was, like, I’ll increase that zero, percent of revenue being attributed to email to twenty percent.

And by doing that, they’ll get a one hundred and forty additional, orders per month and this will equate to this amount in sales revenue and then profit. And then that was how I calculated the ROI. So for the ROI, just removed a monthly retainer fee. I gave them I did five six as a monthly retainer fee for that.

So I kind of tied myself into that percentage of additional revenue, like additional, email revenue, and I’m just wondering if that is dangerous as a guarantee to give.

Yeah.

I wouldn’t. I wouldn’t give that because you’re being ultra specific great. You’re guaranteeing, like, you’re guaranteeing the process. You’re guaranteeing you’re guaranteeing that, you know, you’re gonna do your job, you’re gonna do it well. And it’s like you have that level of expertise and that means that you’re gonna have a control. You’re gonna work towards beating it, and you’re gonna apply, like, proven frameworks, formulas, that’s that’s your guarantee. Right?

You you can say, like, you can, hey, imagine getting this and you can paint that picture and get them excited.

Right? Because that’s your ultimate goal. Like, if you’re not if you’re not increasing if you have a control and you’re not beating it, constantly, you’re not doing testing and stuff, then it the client’s gonna pick up on it. I would pitch that, but it is a subtle difference, though.

Right? You’re you’re pitching you. You’re pitching and you’re you’re using the results, like imagine, hey, and you’re building that excitement. But you’re letting them know it’s a process.

It’s built into into conversion copywriting. Right?

Yeah. I also gave, like, a timeline. Like, there’ll be some setup, there’ll be some setup time in month one. Month two. We’re just pull putting out the emails, so we’re still setting it up. So that guarantee was more of, like, ninety one twenty days from now. So that was kind of how I gave myself some room, but that’s still kind of dangerous.

I’ll say. Yeah. Just be careful on that. Like, you you wanna you’re gonna benchmark everything first.

And then you’re, obviously, you’re gonna benchmark because you need to show that you, you, you have to show success, right? But don’t don’t promise anything far as, you know, actual numbers. That’s that’s tricky to get into. Right?

I wouldn’t and then just promise, like, the the process, the how you’re gonna get in there, you’re gonna you’re gonna have these benchmarks. You have your controls, and you’re gonna work to beat them, and this is how. And then the how is conversion copywriting, right, the interviews, the the, voice of customer, all that stuff.

Okay. So if I can ask, what would you advise I do at this point? Because I’m having another call with them to, like, close the deal.

So kind of how do I back myself away from it, but still offering some kind some kind of Well, this it’s the subtle approach.

Like, just say like, did you say you’re gonna get I don’t know. Did you say you’re gonna get these exact these numbers.

Like, you’re gonna I guarantee within six months, you’re gonna have So it was a three month timeline for at least ten percent of revenue starting to come from email because they have a big list and the list is warm and they’re all How much revenue are they making now?

Like, do you know that?

As a company as a whole?

No. From the from that. Like, if you what is the the current yeah.

They’re they’re barely doing anything with email right now. But sometimes they send offers to the list and it convert and they convert. So that was what I was thinking.

Oh, I’ll be How big is their list?

Ninety k.

Oh, I don’t know. It should I don’t wanna say I I don’t know. I’d that kind of stuff, like, it’s I’ve I’ve been burnt on that. Like, it’s like you you think and it just I always pitch the process, like, see if you can you can sort of if you promise them already, like, see if you can dumb it down a bit maybe and just say, hey, you know, here’s here’s the benchmark. Here’s what we’re gonna start with. I’m gonna apply these. I’m gonna do this to try to get it to this, and this is hopefully what we can expect.

You know, but reminding them, hey, this is a process. Right? You can’t you can’t guarantee your but that’s the beauty of your process is you have a control and then you always work to beat it. Right?

That’s the way I would position it.

Okay.

Sounds good. Thank you. Yeah.

That’s a tough one. Like, it’s not, Right? I’ve been burned. I’ve back when I started my career, like, way back when I I learned a hard lesson from that. Just not to, not to.

Thank you. Yeah. No worries.

Any other Any questions on the process on the on building the site, using VOC, the survey data, Anything along that lines? On do we’re doing this for your your clients as well. This is also a service that you can offer to clients.

A lot of those pages, you’re just switching it up. Right?

They’ll have certification. We do this a lot for, for our clients.

Shane, if I can ask a question sorry. That’s, kind of adjacent to Abby’s question about, like, dumping audiences.

Like, so I did a competitor’s content analysis, but like what Abby was saying, I find that a lot of people making similar promises to what I’m claiming I can do are Like, it’s not just apples to apples with other copywriters. It is other digital marketing agencies.

It is coaches. And now, obviously, I’m getting, like, mega targeted with ads for everybody who does anything close to what I do.

So I just I guess, like, do you have any tips for narrowing down the competitors that you choose for that analysis or because obviously we only see the front end. We don’t know how successful that they’re they actually are or what kind of market where they have, or which ones we want to be comparing ourselves to and differentiating ourselves from.

Well, what do you it’s like, what are you defining us? For us, it’s revenue, right, market share.

What you can do for market share is you can look at their brand terms. Usually, phrases that people, brand term is not just the their name or their business name, but also the products that they sell. And you can gauge that as popularity. That’s that’s an option.

What else? If if you’re looking at revenue, there’s social shares. You can see how how popular the content is as well. That’s what we do. But you’ll find that once especially look at Google ads if they do spend a lot on Google ads, especially especially Google ads, not so much Facebook, but look at Google ads, and if they’re if they’re advertising, they usually know their stuff and then look at people also advertising within that space and then you’re gonna start to see patterns, right?

Especially in a competitor space, like if they’re paying six, twelve bucks a click, they’re they’re making sure it’s laser focused. Right? Yeah. That’s what we do.

Yeah, it just it it takes a while, but you’ll find it it it kinda leads one to another. Right? And then you do have to beat them though. You have to analyze them and you have to figure out, hey, like, you there there is your price of entry.

That that’s what, like, your prospect expects the the they come to your site. You have to meet this minimum requirement or they won’t consider you as an option.

You have to have that. And, give me an example. We had a executive health clinics. So there are certain people, these are private clinics in Canada, So there’s certain things that they expect a private clinic to have to even consider them.

Then you have to look at the competition. You say, okay, what’s something I can offer that’s gonna beat them? That still resonates with my ideal prospects. Something they want, how can I set myself apart because you need the apples to oranges compared person, right?

And if you’re in coaching selling products, that’s what’s going through their mind. Like, either saying, okay, I trust what you’re saying is true, and their product aware. I I trust what you’re saying is true. I I wanna believe what you’re saying is true, but like why should I choose you over the titian.

Why should I choose you over this coach? You know, why is your solution different or how can your solution help me solve my problem better than them? And that’s where you can differentiate yourself with, like, your USB.

But it’s not just your USB. It’s like how it works, like, how your secret sauce, your coaching program, how it helps them solve their problem. Like, it’s the secret that you’ve discovered that helps them solve their problem and get the outcome consistently better than everyone else.

And that’s something that’s pretty powerful and that’s that’s what you can use to separate yourself. That’s what we do.

And then you have that distinction. Right? You have your point of difference, your point of entry, your USB to sort of sum it up and then you use your credibility boosters. All the stuff like Joanna certification, your testimonials and stuff, you’ll use that to kinda support your your your u s p, like your apples to oranges. Does that make sense?

Yeah. Yeah.

So yep.

Being of, like, that’s that’s essentially where you’re going in for the differentiation.

Bingo. That’s that’s the good way, especially, like, if you’re in a coaching, that’s a level three market sophistication. And what that means is, like, people don’t respond to benefits anymore. They’ve heard it all.

The only thing they respond to and it’s getting to, but they respond to how it works. They wanna know why your solution is better than the competition, then they want to dig in because they want to learn it, right? You’re selling them a process, you’re selling them a secret, a results recipe, whatever you want to call it. That does x y z better than everyone else, and you need to sell them on that, but that’s going to create your apples to oranges.

A lot of your competitors will use like everyone Hammers home like reviews testimonials and stuff, that stuff is important. Yes. But you’re using that to reinforce your your your USB. There’s a subtle difference, but it’s really powerful.

Like, you’re using, you know, these credibility boosters to say, yeah, what they’re saying is true. Her solution is better than the competition. There’s a big difference, right, and then it’s reinforcing it. So that’s what I would do if you’re looking for that apples to oranges comparison.

Said, does that help?

Yep. Yeah.

Did do you have it unique? Like, have you have you thought of it? Like, how are how are you separating yourself from the competition? Like, what what angle have you taken?

Like, which angle am I not taking more? I think more about choosing like, I do on my talk about my process. So I have like, you know, immersion, creation, refinement is like my three step process, and I talk a lot about was of customer research in my marketing because I found, like, when I had that messaging, a lot of my competition was more about, like, speaking your troops, you know, and I was like, no, boo. Don’t, like, it’s not about your voice. It’s about your your market’s voice.

But I feel like yeah. I’m looking for what that needs to be now based on ongoing conversations about what my, one thing is gonna be.

Yeah. Like, why it’s if you can’t if I asked you right now, why should I choose you over the competition?

Can you, and that’s that’s the question, right?

And it’s like, and it depends on what you’re coming to me for.

Like, I that’s where so I’m I’m still in the mud about, like, what the offer is going to be. So I feel like I don’t know how to differentiate I’m, like, is it the dumpster you call energy? Is it the, like, something else?

So Let’s see what you’re saying.

So you don’t you’re you start you’re trying to finalize your offer. And then once you know your offer, what the the what, then you’re gonna then you can get into the sorta, I see what you’re saying.

We we do have, like, the the list that we’re sending you, I’ll share the screen and show you on his guys on it as well. We do have, some really good questions broken down by stages of awareness that will help you discover that stuff. And you can send where are we here?

Yeah. But also, I’m gonna send I’m gonna send all the the tools. But basically, those there’s ton. There’s over a hundred and they’re they’re different questions asked by different influencers in the space, and some of them are really good to discover the stuff that you should be, selling, right, to to create your offers as well. Maybe use that as a guide to get started.

Okay. Thank you.

If that helps.

Yeah. And if I may I might I have, like, the results of my competitors’ content audit in a spreadsheet. So I’d love to share that in the group if you wouldn’t mind, like, if you see an where you’re like, oh, there’s com then deems coming out.

Have you, have you analyzed, like, have you looked at what their USB is?

Like, do you know what their, have you, have you learned anything, like, looked for any patterns, or I, no, I don’t say that.

I don’t think there’s like one trend that I could take away. It was just like while there are so many people coming at this from different angles, that I feel like we’re all constantly the same thing. So where am I gonna go in my approach.

And who, like, describe your ideal prospect, like, in and and that was part of the exercise as well. Like, describe them in one or two sentences. Like, who who are they? What’s what’s their problem? What’s their frustration? What’s the outcome they want?

I would say established business owners in the online space. So usually course, coaches or experts who have a coaching program.

Who wanna go from, like, low six figures to multi six and seven figures with a signature offer you know, and they want their launches to feel easier and they want more consistent sales coming in everyone. So generating that monthly recurring revenue.

Absolutely.

They reached a plateau where they’re just not their signature offer isn’t they want to take it to the next level sort of thing? Okay. So that’s good. So now you, like, you’re you’re laser focused, right?

You’re focused on on a specific audience, like within a you know the income, the revenue that they’re generating from their offer. So that that’s a great start. I just figure, like, what how can you what so your offer is gonna help them, increase revenue. It’s it’s gonna help them get to the next level of benchmark of revenue that you’re you’re gonna whatever that is.

Right? Like, how does it how do you help them solve that? How do you help them get the outcome? And that, have you figured that out like your process?

No. Well, because that’s the thing. It’s like, which so far I’ve just been doing I’ve been, like, specializing Everybody I work with has a signature offer, but I have done all kinds of different things for them.

Like, the sales page, the launch emails, the I got you.

So I’m like, what is my best? I know the who, but, like, what is my best call for for that audience.

Is it more the how? Is your is the is it should just switch that maybe to how? Like, you know, you know the problem, you know the outcome, and now you have to craft an offer to help them achieve that outcome. And that that that is gonna position you or separate you from the competition. Right?

So if they want to, you know, what is what is the how that I feel confident I can deliver on? Like, what’s the how, you know, So what so what’s the exact outcome?

Like, in one sentence, what’s the exact outcome they want? In one sentence, if you can.

Doesn’t be perfect, but, like Oh, I’m gonna just so here, because I’m gonna use the words she banned me from using, which I’m, like, profitable signature offer.

Right? The to be to be getting back to, like, taking home more money from their existing launches, their existing offers.

Add more to their plate.

Okay. So that they’ve reached a plateau, you’re gonna help them get to the next level, whatever that is. Now you need to now you need to tell me and that’s your secret sauce. That that’s your u s p.

Like that or it’s a common it’s a combination of how it works how specifically that’s your offer, how specifically are you gonna help them achieve that? Because you have a secret you have a secret sauce that you’ve discovered and you’re gonna work with them and you this secret recipe that you have will help them consistently get the results and they don’t know it. You know it and you’re gonna share it with them. And that’s why you’re gonna create that.

I would say, like, stronger core messaging, like, doing the voice customer research and doing this, like, groundwork and then using that to inform their overall core messaging.

Sure.

Then updating the sales page based on that core messaging, making sure that they have audience attraction mechanisms in place so that they’re attracting an audience that’s gonna want that ultimate offer.

And then what I have currently been calling, like, golden opportunities, but it’s essentially like strategic sequences that upsell, like, upsell cross sells systematized, like, behavior based sequences on the back end to increase the lifetime value of existing customers.

Yeah. Like build on, it’s the that’s just build on that. Like, what you’re creating is your offer, right, and you’re explaining to me how it works with the ultimate goal of of if it’s to increase increase ROI, like, if what it you’re and you’re aligning a metric or a certain lifetime value, you’re aligning a metric to that. It’s very clear and just build that out.

That’s that’s how you’re gonna create the separation and then use your, use your social proof and your credibility booster to say, hey, yeah, what she’s saying is true. This stuff does work. And that’s what you’re gonna sell. You’re selling you’re selling a system.

Right? That’s the apples to oranges. So it sounds like you have a good idea, but that’s the fun of figuring it out. Right?

Like, it’s like if we have GMB as a product type service, so our secret sauce is, like, we go into Google’s web vitals and how, you know, every component of your GMB page, I’m gonna do a session on this. Every component of the GMB page, you know, we use proven copywriting formulas, your Citi page. We use a proven copywriting formula that’s guaranteed not only rank organically in Google, but when people go to the site, it’s gonna convert. And then we set up this.

So we’re we’re telling story and we’re saying, Hey, hire us over the competition. We have a proven process with secret sauce that’s going to get you the consistent results you want. This is why you need to work with us. And it’s like the secret, right?

Or what do they know that? I don’t know. And that’s that’s one of the tricks for product type service as well. Right?

You’re just you’re taking that offer and you’re you’re turning into something great. You ever seen that those shows, how it works on TV? Remember those TV shows? That’s that’s exactly what it is.

Just think in that way. You know, it does this, does this, does this, and it helps them get better than anyone else. And that’s that’s how you really can, beat the, the that’s what I do. That’s that’s how you beat the competition to put a spin on it.

Does that help? Does that make sense?

Or Oh, even just talking through it has helped a lot.

So thank you.

Yeah. No. No. It’s, and that’s, yeah, put it up to, like, competitors. It’s always good to get a second eye on it.

I can look at it from a SEO like perspective and I can tell you, I’m happy to look at it and say, hey, definitely put it up so then everyone can benefit from it, but we’ll look at especially keyword data and Google ads. It tells a lot and you can use Google trends. Tells it all, we can look at their brand terms. Brand terms are great because it’s really gonna tell you, the popularity of their their products and services.

Right?

And especially their coaching programs, you can get a good idea on on, the popularity just by that alone, right, and Google tells you all stuff. And then you can do trends and you can compare it to everybody.

Yeah. So, yeah, put that up. I’m happy to do that.

Any other, any other questions?

No. Okay.

Or any, yeah, true.

Really quick question.

Do you do you recommend, like, having our certifications and badges on the site?

Because, like, Like I’ve always just had them because it assuming it improves credibility, but then I’m also like, do my clients like care that I’m a certified conversion copywriter like, oh, does it just make me look more amateur?

They they care about themself. Right? They don’t they they just wanna, like, ultimately, they care about them and it just, yeah, it helps, but use those to reinforce what you’re saying. Right?

It’s not the end all. Like, it’s not it’s it doesn’t is it is it gonna help? Yeah. Like, is it gonna help to have a logo from Joanna saying like, hey, you know, she’s certified of course.

It’s it’s just gonna say what you’re saying is true. Right? But you’re gonna use that. What we talked about earlier is, like, kinda reinforce your your system, your secret sauce.

Right? That’s the way to use those. Those are like tools to to really support, your messaging. That’s the way I use them.

Right? Like, your credibility booster is gonna build authority and trust your social proof is gonna it’s it’s gotta prove what you’re saying and true. Those are numbers backing it up.

That’s that’s the way we use them. So, yeah, use them. Of course. What are you worried about looking amateur with them? Like, in what way?

I don’t know. It just feels a bit like, hey. I’ve, like, done a training. I don’t know.

Do you know what I mean or is it just do?

Like, I’ve had this conversation with a few people, but is it time to take them all? Like No.

You’re okay. So you gotta you gotta your copywriter. Your your director’s you’re you’re a copywriter. You gotta spin that. So you’re not certified, Joanna.

You’re you’re trained in the the most advanced copywriting technique on the planet. Joanne is considered one of the top copywriters in the world right now. You were personally trained by her. You know her like her like that’s the way to to say it.

That’s not training. Right? These are these are your secret weapons, your secret sauce that you can help them You know, you know, this stuff. That’s the way to position it.

Don’t position yourself as a we’re all students, but you use them to build your authority. Right?

Yeah. That’s such a good point.

Yeah. Like, say, like, we, Google Google ads, like, we work in the EMR. So she’s she handles our our Google ad stuff. She’s top three percent in, Google ads in the world.

Right? And she puts up her Google ad certification, right? And she’s she says, here’s the certification. This is part of the reason why on top three.

Because I take I took all this training. I stay up to date. You know, I look at current trends and I know my stuff. Right?

These are all the books I’ve read in a year. You know, I read hundreds of books just to It changes. It evolves all the time. And she does that because she knew one of the one of the issues clients have is Google ads changes on a dime so fast.

Right? So she’s like, hey, don’t worry. I know this stuff. This is I I look at all the training I got.

So she’s using that to reinforce her messaging. Right? That’s the way to look at it. And try to incorporate it that way.

Sell yourself.

Right? That’s the it’s it’s all it’s all useful.

Boom. Cheers.

Yeah. For sure. What is there a logo that’s like specific one that you’re worried about though to put up?

No. Just like my copy Acres ones. I was just like, is it?

Hobby Acres. Of course.

Join is like if it it’s, of course.

I just I think it’s because, like, because I’ve got my testimony from Joe, and then I’ve got her, like, the featured in, and then I’ve got the training as well. And I’m, like, is this just making it look like I’m just like all copy hackers? Like, do I need to kind of get out of that umbrella a bit and have like, different certifications, because then it’s like, I’m trained by her but also, like, work from her. And it’s like, I don’t know. We’re just and a power note about it.

Build on it. Like, we do there’s a we work with some, especially in, like, the b to c space, like, where we have a results page and, like, half the page is, like, is credibility and we we paste that stuff. Right? Everything from, like, organizations, and it just everything helps.

Right? It’s like that, wow. Okay. This person knows their stuff. Not a an issue, but yeah, put that stuff up.

Just just make it if you can try to make it, try to connect it to something, right, to reinforce your messaging in some way. If you can. But, yeah, copy hackers, that’s a huge one. For sure.

Okay. Yeah. I I think I need to just put, like, a cross head above it that Most of them. Yeah.

Thank you. How did copy hackers has how is it? How does it help you get results for your clients?

Woah. It’s yeah. It’s like the conversion stuff, isn’t it?

Like, there is the the method, but I guess it could, like You network daily with some of the best copywriters on the planet.

So if you have a problem that a client needs to solve, you think you could jump in on the Slack channel and ask a question?

You have access literally to some of the and that’s that’s you see how you positioned it, and it’s true. It’s not just a logo. It’s like it’s what they have access to, what you have access to. It’s just acquired knowledge, right? And that’s the value in this stuff, and that’s the way to position it. This group.

Right? You know what I say? It’s big bucks to do you they couldn’t just go in and ask Joanna or someone question. No.

You have to you you pay them big bucks. Right? You can that’s the whole point of it. Right?

Does that make sense?

And I I mean, yeah, like, I have wondered about that.

Like, about whether I can kind of say that, like, because I’m offering like, but I’m offering like a consultation package at the moment and it’s new And I was thinking, like, can I throw in, like, that I have access to, like, some of the world’s best copywriters?

Or is that No.

You think that’s It’s true.

You’re part of you’re part of the the the the copy hackers pro community and you have a private invite only Slack channel. And in that channel, you always share tips and advice and you work together and you work with some of the best copywriters in the world. Which I’m saying that. Of course you can.

That that that’s a huge and that is your that’s you started to, that’s one of your USPs. It’s one. You can have you can have ten of them, but that’s you’ve just said it. And let’s let’s so now you’re saying, hey, I have access to not I wouldn’t say access, but you’re part of this private community invite only and then you you gauge what we talked about early results.

You you it’s a proven process where it’s built off of control, and you measure success by ROI, and it’s you’re you’re promising something but you’re not. So right away, that’s what we do. I just beat the competition on two usps. You can’t touch me on that.

Right? And especially the one that we talked about with the ROI agencies don’t talk like that. They don’t they don’t understand the concept. And then if and then if someone does beat me or match me, then I get in the consultative selling, say, don’t worry.

We’re gonna work with you because we know the sales close ratio is what has a major impact on your business. So we’re gonna we’re gonna take that sales close ratio from thirty to this. And then someone else matches me, then I’m gonna talk about, hey, we use proven copywriting formulas. We’re gonna increase that lifetime value with some upsells.

So it’s like you’re always you’re always beating the competition in a step ahead, but you’re you’re creating tons of value for yourself. Right? Does that make sense?

Yeah. Yeah.

Yeah.

So to piggyback on this real quick, Shane, do you see this is like making a claim about having access to this kind of ongoing skill development? And then you use the certifications as like a trust builder after next. You’re gonna wait here it that way?

Or Yeah.

Like, say, what I would say is, and and I do say it. Like, what are you? I’m a I’m a copy hacker pro coach. You know, we we we have a private community.

Like, you’re you’re stating the obvious. Like, I wouldn’t say it’s like be careful how you say it. Right? But that’s that’s a fact, right?

You have and that’s a lot of value for clients, right, especially when you hear invite only private access, exclusive. They love that stuff, right? And it’s true. We we help each other.

We work with we do work with some of the best operators in the world. There’s there’s no reason why you can’t say that. It’s true.

Right? And it just it just one more thing to add that. It’s like your u s p. Right? It’s not the tell all, but you’re using that to reinforce. That’s what I do. I don’t see an issue with it.

Yeah. Makes sense. Yeah. Does that does that answer your your question?

Yes. Yeah. And it’s like it’s always there’s so much, and it’s like you sell yourself. Like like David Olegov said, if you can’t sell yourself, you can’t sell clients, and there’s there’s opportunity.

Everything you do, there’s an opportunity a way to position it that sells, right? And it’s it’s done tactfully and it’s true. You don’t lie, but like there’s so much there’s all of these masterminds that people are part but then they don’t mention it. And it’s not a mastermind.

This is an exclusive group of some of the best trained experts in the world, and you’re staying up to date on the lay industries because the industry changes on a dime and as an as a specialist, you know, you need to stay on top of that, you know, and and not and then you back that up with you know, the certifications, and this is why you’re getting the certifications. So, you know, and it’s it’s pretty powerful stuff, but you’re telling a story. Right? And then you’re you’re using that all of that to reinforce your your messaging, your, what I call your, like, your secret sauce, your secret recipe, We do that with GMB all the time.

Right? Or, like I said, our product type service. Right? We have certification I’ve never heard of.

Like, I’ve, they don’t they don’t know. It’s probably, but it’s I’m part of forms, I’m part of communities. I’ll join up to, there’s one I wanna say it, but I’ll join up to this one community which is really well known in the GMB space, and it’s like fifty bucks a month, but I I’ll pay the fifty dollars a month because it it’s really well known, and it’s a credibility booster. It reinforces and it helps us sell.

Right? It’s so there’s that’s the way to position the stuff. Right? There’s opportunity with it.

Does that help?

Yeah. It’s awesome. Yeah.

Any other, Any other questions? Anything?

This is more of a comment. Sure.

I think we know you as the process guy, but I think you might need to be.

I think you’ve, in my mind, you’re now also, how to sell yourself. Like, you’re really you might be able to teach a course on how to sell yourself because you make it sound so easy and convincing. You know, when you talk, I’m like, nodding alone. Yeah.

I’m like, that’s so true. That’s and then, that makes total sense. And then I walk away. I’m like, okay.

I don’t feel as confident anymore. And I what was he saying again, but you have when you’re talking, In the moment, it’s so convincing. Like, yeah, what you say is true and it sounds it’s not made up. It sounds good. It’s not made up.

I don’t know. Anyways, all I’m saying is I feel like maybe there’s an opportunity for you to teach course on how to sell yourself?

Yeah, we did. It’s consulted. We had consulted it. So thank you. Thank you, by the way.

But as we, we started PR and then it went in the consultative selling. And consultative selling is really like direct response. Like, a lot of this stuff comes from, you know, Joanna said to me, study direct response.

That is the the the holy grail. Right? And it’s it’s all about eliciting a response. You want them to take action to do something.

And to to to get them to take action to do something you need to understand them. It’s getting in their mind of the customer. It’s that simple. And once you know the problem and solution, their hesitations and concerns, and you draft a guarantee.

Good luck. And then you create a USB, like, to solve their problem and you show this as a secret sauce, why wouldn’t they choose you?

Well, when you talk about it, it sounds so obvious, and it makes a lot of sense.

But I just I don’t have that same confidence when I walk away.

From this session.

I don’t know if that makes sense.

Yeah. But we can I can help him with that? It’s like, it’s not, yeah, the thing with this, like, director.

You’re talking this up and you’re talking our experience, I’m like, yeah, that totally makes sense. That is exactly right.

And then somehow I lose it from, like, it’s like because there’s a lot going on.

Right? There’s there’s so many moving parts. Like, when I was in the space, it took me it wasn’t until, like, three, five years till I, like, when I first took Joanna’s training, like, it’s, like, fifteen years ago, I didn’t know I was, like, I would I would take the training session and be, like, what the hell? Like, it’s, like, I was like, I I remember going to training saying, like, this is so complicated.

Like, you have to almost be like a scientist just to understand that stuff. And then eventually, it starts to click. And then eventually you understand the stages of awareness. And then you understand stages of awareness are all about, you know, what does the customer already know?

It’s that simple. And then then you think, oh, they already know. That’s okay. I I can answer that question.

And once you know what they already know, now you can start selling them. Right? And it’s like and then you see patterns. Like, for sales, we use Joanna’s question all the time.

Like, you know, what brought you here today? Shut up and listen. They’re gonna tell you the stage of awareness. And if they’re like solution aware, they’re gonna say, you know what?

I’m considering different problem, different solutions. I’m considering you but I’m also not sure if I want this procedure or not, you’re like, okay, solution aware. So you’re not gonna hammer home why you’re different. You’re gonna sell the solution.

But definitely gonna say, you know, I’m comparing you. I’m sold on what you guys are doing. Comparing you to this clinic. Okay.

Your your product order. So I’m gonna sell our USB. Why are we different? Why should you choose Oz?

If they’re most aware. You know what, Evan? Yeah, I’m convinced to go with you guys. I’m just trying to find like a date.

I’m looking for my schedule. What they’re really saying is I want a discount. Hey, we have a limit, we have a date opening up next week. You’ll save three grand.

Can you make it young problem, right? So that by asking, by understanding those stages, you can start crafting messages, right?

And then you can start to see patterns in it as well. That’s what that’s what I would start anyways. Like, are you familiar with the stages of awareness? How they work?

Yeah. Yeah. So I learned like study that. There’s a good book I’ll post on the the Slack channel.

And it goes in the after I read that book, it really hit home. And they break he breaks it down in in detail on how to use it as well. And start with that foundation, and then things will start to and then just to understand, you’re just in the business of selling problems. You’re not in the business of, of selling you or solutions.

You, you solve problems. And then and then your your job is to is to figure out and show them how your solution solves the problem better than anyone else. And that’s your, that’s your secret sauce, your u s p, right? That’s it.

And then that’s the fun part, this, the, how it works, the, the secret recipe, the thing you’ve discovered. And then and then you’ll find you’ll just put a different spin on it and someone will beat you and then you’ll put a different spin on it and you’ll put a different spin. Right? I think there’s like five different versions of the rule of one out there.

I know. But when you explain it, it does sound so easy and obvious.

No. But it’s but it is.

It’s kinda like just focus on those I love the confidence.

No. But it’s but focus on the on this on a it’s a simple pros. Like, even the process I just explained to you, what did I say? All you need to do is you need to figure out who your most profitable customer is.

You need to interview them. You need to once you understand them, you create a profile and avatar, so you can target them. You include demographic cycle graphic because you can use the demographic for campaign data like Facebook, use a psychographic to get into their mind and sell them. Then once you know that, you just create your USB because now you know the problem.

You create your solution. And then you just you you make sure that that solution beats the competition, but you’ve analyzed the competition because now you know what they’re all saying. So you make sure you’re saying the same thing except you’re going a layer above that and you’re beating them with your USB. And because you spoke to them, you know exactly what to say because your customers are gonna tell you.

Right? Simple things like, you know, what what features did you like best? Shut up and listen. They’re telling you why they chose you right?

And those those are those start building on your USB, and then one of those features may be the secret sauce that you get into how it works.

Right, and then you start building layers. That’s it. And then you use a couple of key metrics, like the metrics I showed you on the calculator, there’s only like four there’s three metrics. There’s conversion rate on your your thing. I’ll show you show you quickly as well.

And this is a good one as well to get into. Like remember this as because don’t get focused on. You can see the screen.

There’s only a couple of metrics that move. And as a business owner, just this is like remember what I’m telling you. And when you talk to a client, special a business owner, this is how you sell them. K.

There’s only a couple of of metrics that move the needle in your business. And if you increase any of them five percent, you see explosive ROI. Okay? The first one is your conversion rate.

This is your sales page, your landing page. This is what they hire you for to bring that in. Right? So if you increase this by another five say say you put this to ten percent, Watch how much more you make the client.

A lot of money.

Okay. The next one is your close ratio. This is and this is where agencies fail. They’ll send tons of leads, qualified leads.

But if those leads don’t book, what’s the point? And that’s where agencies fail, but business owners know this is a problem. They’ll say, well, everyone promises leads and you say, well, we’re gonna measure this ratio. And this is this is this is important because this is your close ratio.

And we’re going to apply consultative selling. We’re going to put this to fifty percent, and they’re all they’re all between twenty and thirty percent, by the way. That’s just you can count on that. We’re going to put this to fifty percent.

Look at their ROI. And then they also understand lifetime value and you’re how do you increase lifetime value? We know this stuff. You, you put a order on the thank you page.

Opsol, right? And you increase that even by another one hundred bucks explodes and then this is the secret sauce. This is agent part businesses will know what you’re talking about here is everyone puts this as a hundred percent. Right?

This is your your profit. So everyone uses this metric, but that’s not ROI. That’s return on ad spend. Even Google gets it wrong.

So you’re telling them, listen. Your lifetime value is two thousand two hundred. I know not all that is profit. And they’re like, yeah, exactly.

That’s my gross margin. Exactly. So let’s put you in and there are these remember these numbers, these are the same across the board. Okay?

Your gross margin is around sixty, sixty five percent. Yeah. Yeah. Maybe fifty between yeah. Exactly.

It is. Okay. Great. So we’re gonna put you at sixty percent. I like to be a little conservative.

Let’s put you at, say, forty percent. K? And Now I know your net profit is gonna come around say like twenty, twenty five percent. Those are that’s available information as across the board.

Those are pretty standard numbers. And now the business owner is going, oh my gosh. They totally get my business. They understand me.

Right? And this this is what I just showed you as direct response, you’re showing results, you’re showing value, right, but you’re selling this is part of our USB. This is one of our secret sauces. Right?

We’ve now it works every single time. Does that make sense? Like, it’s how it all works together?

Yes. Just learn those things. It’s it’s not complicated. Conversionary close ratio, lifetime value, done. Those are the only metrics that matter in the business.

Nothing else matters, right? And as long as you’re driving qualified traffic, this matter. You control these, and it’s, it’s so simple and so easy. And then work with them on this, this, this, this, and you’ll notice that when you get businesses busy, because then you you start flooding them, then it’s always an operational issue.

They start to break down because they can’t handle the volume, right, and then their profit margin searches and then you have to work with them to build that up. But that’s when you get into, Hey, I want I want a percentage of sales.

Right? So a lot of clients that we what they used to be clients, but now we we do profit sharing, right? But make no mistake. I know the numbers because the first conversation you need to have with a client, the very first conversation is what’s your lifetime value?

What is your sales close ratio? What is your conversion rate? What is your cost per lead? What’s your your your cost per acquisition?

Right? Because if you don’t have those conversations, you can’t advertise and don’t count on Google to tell you. Google’s system is optimized around cost per lead. Sorry, cost per acquisition.

In your space, in our space, it’s actually cost per lead. You have to go back a layer, but Google doesn’t tell you that. Right? Don’t even measure six that you can import your your ROI into Google ads.

You can do that stuff, but Google that’s like hidden secrets that a lot of people don’t know. Right? There’s another USB, We know this stuff, right? So that we work with clients.

So when we do Google ads, we we measure success by ROI. True, did you actually make money and we link it to the CRM. So I wish I could show you. We have a client who has, this one, our u s p.

So we have a, CRM, So what we figured out is we take lifetime value. So when their patient closes, what we do is we we use Google as API and now we know the exact keyword that that close so we can tie revenue to that keyword. See how powerful that is? And then we can use that metric inside of Google ads to start optimizing campaigns.

That’s data driven. There’s our other that’s another USB, why you should choose us, and you keep on building on that.

Make sense?

Yes.

Yeah.

I just wanted to mention, I really love this method of selling because it makes it feel more logical. Like, look at the numbers.

Like, if you’re turning away from these numbers, then you’re actually making an illogical decision So I really like this method. Yeah.

I’ve never met a client who put me in front of an agency, put me in front of a if if I put me in front of a client, client, like, who works with an agency, you go through this, they’re gonna sign up with you. We still have a client Joe sent to us fifteen years ago. Right? And it’s not that we’re, like, super great at what we do is because we know the numbers, and we just, like, I don’t I don’t even like Google ads, it just once you once you know and you tell Google, I only want you to optimize campaigns based off of revenue using first click attribution to the original channel.

You you can’t lose, like, you you you’ll make money. Right? And then it’s just monitoring those metrics and going and just don’t over complicate but I didn’t invent this stuff. This is like stuff that was talked about in the forties and fifties.

This is direct response, pure and simple. It’s that, it’s that easy. Joe put me onto that, and study that art, study, and then you’ll start to see the patterns, and you’ll see how simple it is. Understanding a problem, offering the solution to solve that problem, separating yourself from the competition, monitoring these metrics, growing your list, selling to that list, sorting by lifetime value, most aware audience, that all that is is is the people, there’s two types of most aware.

There’s there’s the the the people who are on the fence, they wanna purchase with you. Maybe they were they were recommended by a friend or something. They’re convinced you’re the solution. They’re most aware.

They just need a discount. And the other most aware is that they’re on your list they’ve purchased from you previously. Find out who they are, segment by that. Those are your repeat purchases.

Those are your most of our audience, and then just hit them with discounts. That’s it. Where’s the thing on this? Do you see this right here?

I don’t know if you see my screen. Do you see this?

So this is brilliant. So this is like how simple it is. This is from IBuy direct. I purchased these, glasses, I buy direct, and every month I get a card offering a discount.

I’m most aware. I am their most aware audience I’ve purchased. They’ve segmented because I know I’ve made multiple purchases and every month I get it to a card. Hey, purchase again.

We’re thinking of you. Thirty percent off, forty percent off. That’s it. That’s all it has to be.

But there’s so much opportunity in that, right, because no one’s doing this anymore, but it’s as simple as that. That’s direct response.

Make sense?

Yeah. My takeaway oh, sorry, Esther. No.

No. Go ahead, Carla.

My personal takeaway from all of this is let the facts and the data speak for themselves. You know, don’t go down by, you know, I think that my problem is I kinda let myself I just, you know, I get in the way. Like, I just step away and focus on the facts. Like, I think it things are simple to you because you strip everything away and it comes down to the data and the facts. And so to you, it’s very crystal clear.

The benefits and the, you know, what we’re offering. But I think so many times, I, you know, my emotions get involved in my you know, my insecurities or whatever. Like, I bring all that in, I question, bring in all these questions that maybe, I’m making complicating things for myself.

I I work with copywriters because I’m not, like, technically, I’m not a copywriter. I’m a direct response marketer, and copywriters are much better. Like, I understand the psychology behind it. But there’s also there’s the it goes a layer deeper, but I focus on the basics and it’s not.

Some people it’s it’s just that you strip everything down as much as possible and you fold it works for us and it, other people like to be more creative. I’m not I’m not creative. I’m far from it. Like, I’m I just it’s not in my it’s not in my DNA. Right?

But it’s just, I know a lot of copy readers are, but, yeah, it just focus direct response as much as possible, study direct response as much as possible. I think you’ll you’ll like it. It’s all based on data. It’s really straightforward, right?

And then just strip it down and simplify.

It’s fine. When you think about it, all the stuff you can do? Yeah.

I love it.

And then you’ll start making money for yourself, and then you’ll realize, holy crap. Why why why am I not why am I doing this for other people? Right? And then then you get into the real fun stuff. And then it’s all about, you know, yeah, and then it’s about enjoying enjoying life. Right?

But I’ve screwed up a lot of times. Like, I’ve I’ve lost over a million dollars. So I’m not I’m not like trust me. I’ve learned I’ve made a lot of mistakes.

I opened up a clinic in LA, literally, I lost from that six hundred thousand. Right? I learned from my mistakes and it’s not I don’t know But that’s the beauty of of the process of direct response, even Joe’s process, you know, testing and learning that’s built into it. It’s baked into it.

Right? Everything you do is an experiment and you go into it, you build your landing page. You you don’t know if that’s gonna convert. Like, it tells us that should be, you know, long form landing pages convert.

That’s not true all the time. I know for a fact that we’ve put up pages and and like a paragraph converted more. It’s like, how the hell is this happening? Or an image we thought would work is it didn’t, or we were messaging was to a product of our audience, but it would they didn’t but then we put up a discount and everyone purchased.

You’re like, this doesn’t make sense. But now you have a control and you can get in there. You can start figuring it out. Right?

It’s not it’s not perfect, but that gives us to I screw up, I fail every day, right? Every single day, I wake up, I make mistakes.

You know, but what you’re feeling is normal. Don’t I feel that way. I hate, presentations. I don’t like presentations. I hate it. I’m I’m logical. I’m not creative.

Right? And I’m I’m what we call visionary. I’m not an integrator. Right? I have teams and I delegate all this stuff to them.

So it’s it’s very uncomfortable for me to do. Right? Because that’s that’s the way I’m just I’m wired.

But you so what I’m saying is those feelings you’re feeling normal.

Right? It’s completely normal. Right? It’s just everyone everyone thinks that.

Make sense?

Yeah. Yeah. Like, it’s, especially with my team, I hear that all the time. So it is tough, like, it does hit me, like, to hear it because I, it’s and a lot of people feel that in the space.

A lot of people think like impostor syndrome, you know, I don’t look like I’m not an expert. People are gonna think I’m an expert. I don’t know my stuff. Like all of that is completely normal and even people who are in the space who are experts and influencers, they all feel the same.

They’ll journal, they’ll have coaches to deal with those emotions, and that’s the trick. It’s like once you understand that everyone feels the same way, and everyone like, I don’t know. I’ll put you on a secret. I don’t know if you guys have noticed on the the slack channels.

I leave spelling mistakes on purpose. And I I do that intentionally because I’m dealing with, like, with, like, you you take those emotions and then you you make them work for you. And eventually you start building this, like, this wall where it doesn’t matter, and then you realize the world doesn’t care. Like, people that really don’t care.

Has anyone noticed those spelling mistakes I make?

See? Like, it’s like, no what, nobody cares. And it’s like, but I used it ten years ago, I would be so petrified and it’s, but it’s building in that stuff. Right? Like I said before, it’s a bit out there. But, like, I’ve gone to a grocery store, laid in the middle of the grocery store to see what people would do. People walked over me.

They don’t care.

I know it’s a bit out there in Farfetch.

It’s a bit wonky, but it just puts it in a perspective, right? But that’s why people get coached They they work with coaches like Joe said. The coaches aren’t teaching you the practical stuff. They’re teaching you how to deal with all these all these these feelings that what you have are normal. Everyone feels. Imposter syndrome, I think, is the biggest thing students deal with. Right?

But it’s normal. Just remember that Do it anyways. That’s the model. Right?

Yeah.

Anyway, sorry to go off on that. It’s during topic of mine.

Any other, yep?

What resources you would recommend to, like, start off learning direct response.

David Olegle, the one of the legends, the tons. Like, there’s, yeah, there’s tons of books. I’ll I’ll put up a bunch of options.

Yeah, but see, the USP is based off of this one’s scientific advertising.

That’s the whole USB concept where it came out. All, like, all of this stuff that were, like, the direct response, the rule of one. All of this stuff is is it’s just it’s been around for like the forties and fifties and just people are building on it they’re putting like the digital spin on it, but much smarter people figured this out way before. Like they would launch million dollar campaigns with paper.

They didn’t have, like, Excel back then. Right? So they had to simplify it. So one of the rules was you just you assign lifetime value to the original channel, such a simple concept, but today marketers think attribution, this that you have to have that.

That’s not true. Oh, you just need first and last. Use lifetime value, your attribution.

Second click, that’s gonna tell you which campaigns are closing. And then or your first click is gonna tell you as long as you link lifetime dot, like, it’s it’s so simple that we like to complicate stuff, right? We like to have all these different models and then Google says, Now you need AI. You need AI to do that. Yeah. It depends.

As long as you’re tracking ROI to the original channel and you’re using revenue then then it matters, But like how many people, if you guys know clients are using Google ads, I can guarantee that they’re using data driven, but here’s the here’s the messed up part. I don’t know. I’m sharing my screen. Right? So let’s say I send the they’re spending all this money and it’s a ten percent close ratio, right? And everyone’s thinking, oh, this campaign’s doing really well, and Google’s optimizing around this threshold because it’s sending you a hundred delays. Here’s the problem.

Only one of them or zero have booked. The client’s losing money, but Google doesn’t know that because you haven’t closed the loop. So Google’s optimizing around this. That’s what data driven is.

You have to pick the metric. It’s scary.

And everyone’s running around thinking everything’s working for them. It’s not because they’re not closing anything. They’re all shitty leads. I’ve experienced that.

Right? So Google’s optimizing for shitty leads because they’re not they’re not optimized running metrics that matter. Right? So imagine if you’re pumping you know, all of this money.

Now you’re getting into this and say you’re five, like, this I’ve seen this. Like, we did a Facebook campaign which on paper was really well. We generate thousands of leads. Guess what?

None unbooked.

Right? And every business owner you talk to, like, I I I literally, like, fired a client one time. I said, like, I’m not they’re like, we want you to do Facebook advertising. I’m not doing Facebook.

Why? Because I know it doesn’t work. Well, why do you know? And they I’m like, because those are vanity metrics, right?

But it doesn’t, it doesn’t, I don’t like Facebook anyways. It’s it’s like a long term play, but anyway, that’s a totally different story.

Sorry to rant.

No problem. That was really helpful.

Yeah. Thank you. But have fun with it. Right? Like, I’ll I’ll give you some resources on it.

Like Joe’s training, obviously. That that’s peer direct response as peer, computers are copywriting. That’s amazing training. Like that that studying, that’s where I started my training.

And then like Joe said, she mentioned to me as well. Study response, the Grates, your David will hold these.

And you’ll notice, it’s it’s pretty straight. They all preach the same stuff, right? And then just, and then you’ll start to you’ll start to see a pattern and give it a couple of years, but it’ll sink in, right? Then you’ll start looking at stuff and saying, oh, that’s this stage of awareness.

Oh, this is stage of awareness, and then you’ll get mail. It’s like, oh, sign up for everything like every I get so many letters and it does my swipe file. Right? It’s you everywhere you go, go to a national enquirer and sign up for all those little things at the end.

Those are direct response marketers. They know their stuff. And then watch what they send you and step back and start analyzing it. Right?

All of those place. What’s another one? Like, what’s another one like inquire? All those book, look at those those full page ads.

They’re making money can guarantee it. Those that’s a lot of money to be put in there. They know what they’re doing. That’s peer direct response and see what they see what they sense, see what they do and learn. Right? I love doing that, so.

Cool?

Very cool. Thank you.

Yeah. No problem. Any, any any other questions or Okay. Yeah. So hope that, yeah, I hope it was helpful. I look forward. Put up the anything anyone wants me to look at.

Like, put it up in the channel and, Oh, do we get a I do have a question.

Do we get a, do we get the competitive analysis template? Will you be sharing that?

I can. If you want, did you wanna copy of it?

I mean, yes, if you don’t mind.

Of course. No. Of course. Any, the competitor analysis, anything else.

I’m gonna share the, let me show the oh, yeah. Actually, this is a good one. Let me show you guys because, you know, Joe talks about your spit draft and wire for me and whatnot, and when you’re doing your, when you’re creating your pages. So this is what to do.

Do do do do bear with me while I open it here.

And then the survey data, you know the training on that where you take your survey data, you put it in your messaging, and then you take you apply proven copywriting formulas after that?

Yes.

Okay. So that is the so that the concept that we went over will share the whole wireframe with you.

But we have, all of the pages mapped out. And then it’s just really the, the what versus the, the how. And then you just focus on what you wanna say. If it’s yours.

Yeah. I’ll take it out for you later, but it’s a whole, it’s a whole sequence that, anyways, I’ll share it with you. I thought I could find it I’ll share all this with you. I’ll share the competitor research.

I’ll, what else? The, this bit draft and wireframe, the survey questions, that we have. So we analyzed all of the, every copywriter known. We we they all have questions that they ask and then there’s also story frameworks.

So we have the we can pile this massive list of questions that are designed to get a a response from different people. And then you can pick and choose which ones you want, and you can ask those. We’ll send those as well.

Okay. Great.

And then just having fun with it. Right? And, but anything else, anything else you want me to look at on the forms? Like, yeah, put it up, and we can, Happy to look at it too. Oh, we’ll send our, the UVP, sorry, the avatar that we use as well.

Okay?

Thanks, James.

Okay. Thanks, everybody.

Bye. Bye bye.

 

Worksheet

UVP

Worksheet

UVP

Transcript

So today, we’re gonna go over how to, build your authority site. We use this process, not just for, well, you can use this process for yourself, but we also use it for clients, and you can you can apply this across, different niches.

So I think if your member’s telling me this, like, fifteen years ago, Joanna, when I took the I think it was the the freelancer, the hundred thousand dollar freelancer, whereas really, like, the the main goals of your site is you wanna grow your list, you wanna sell your stuff, and then you you sell your other other people’s stuff. I remember when you said that to me, it just it really hit home and that’s, of course, it’s it’s true.

And that also may ultimately leads to the the top three things that that or the top three goals that we make sure all of our authority sites, achieve. First one is it needs to drive leads and sales. Second, it needs to build authority and trust. And the third thing is it needs to get remembered and shared, which I I know Joanna touched, on that the last meeting that we had. Now the metrics we used to measure success. We make sure that all of these are aligned to the goals that I I just discussed.

A lot of these are, super important. The the big ones are your customer lifetime value, your list growth rate, your lead conversion rate. A lot of these metrics if you move the needle even five percent, you’re gonna see a a lot of growth. So, we tend to focus on these. Now what we’ll do with these metrics is we’ll actually create a scorecard, and we’ll monitor them either weekly or monthly depending on on which ones.

More importantly, the is you wanna make sure that again that these are aligned to your goals.

I suggest you stick with the top three, but if for whatever reason, your your client or yourself, you wanna achieve something else, just make sure you can prove success or measure success.

So we’ll get into, the first step is really defining on what you want your site to achieve, what your the goals are, we’ll get into this actual process that we use to create the site.

It starts with identifying your most profitable customer. Now, what we suggest doing is you wanna identify the four percent of your customers that generates sixty four percent of your revenue.

We do that. What we do is we look at our customer list and we use lifetime value as the metric and then also repeat purchases or the number of purchases that people have made. And what we do is we we take that, we segment, and then from that, we’ll we’ll discover the four percent, and that’s who we’ll start with first.

Then we’ll use that list, and we’ll we’ll sort of pick and choose the next customer to start with, and then we’ll work through it one at a time. Basically, targeting a specific niche or market, and then moving on to the next.

The next stage is once you’ve identified your your your ideal prospect, you have them sorted, then you wanna conduct center interviews and and surveys and interviews.

We start by interviewing the customers, you know, your typical sort of what challenges you’re facing, you know, how’s our product help to your favorite features, a lot of these questions, and and I do have a copy of the, I think we have, like, fifty. No, I’ve actually over a hundred questions now.

Of different ways that you can ask them, and different, they’re all organized by stages of awareness, but I’ll share this with you at the end. And essentially, what you’re looking for is not just understand the problem, understand that obviously the outcome they want or the solution, but also These are questions that are gonna help you uncover your your value prop, your USB.

A lot of these questions, like, why which specific features did you like or or what made you choose us over the competition, you’re gonna get all of that stuff from these interviews, and that’s what you’re really gonna start using to create your USB and value prop.

So the next person you need to interview is you. So you need to interview yourself. This is all the stuff that we’re going through the, copy hackers as well. Books, success stories, case studies, your podcast, events, everything about you, your origin story, which, I’m gonna do another session on this.

And, your origin story is all a bit of creating trust. It’s it’s, hey, you understand the problem and, you know, they they can relate to you. You’re likable, and you’ll do that early on. So we’ll cover another session on that.

And, of course, your USB and your unique mechanism, you’ll get your USB from the customer surveys. Your unique mechanism, is once you know what or you have a better idea on why they chose you, then you can hammer out the details. That’s really the how it works. So that’s the part that you’re gonna focus on yourself.

Now once you have all this information, the second step you need to do is you need to analyze the the results. Okay? So what you’re really doing here is you’re you’re looking you’re looking for themes. I use AI for this.

AI is really good at this where they can identify common themes you you really wanna get in the mind. You understand. You wanna understand why they tick. You know, what’s the specific problem they wanna solve?

What specific outcome?

You wanna understand their their top hesitations because then you can draft a guarantee to address those.

So really, you’ll find some really cool stuff from this. I is probably one of my favorite parts, to be honest.

And we’ll show you we have tools at the end as well, which we’ll give you access to, and that’ll help you sort of categorize in segment.

Then what we do from that, and this is the the fun part I enjoy as well is we create an avatar. Now, and again, I’ll give you the templates at the end. We just don’t create your typical avatar with as, you know, your demographics, like, psychographics. What we do is and I got this from you, Joanna, is we this is almost like two point o version of the rule of one, or your one reader. So it’s not just understanding, their problem and concerns. But it’s also listing, you know, hey, these are the hesitations aligning a guarantee to that, figuring out what are what what hard offers are gonna resonate with them, what soft offers are gonna are gonna resonate with them. And then this is where you start filling in your USPS, your value prop, and all the other stuff as well.

And again, you’re gonna use this from the the survey data that you’ve, you, you, got from before. Now, the trick on this as well is you’ll have your most profitable customer. You wanna take that customer and you also wanna create an avatar avatar by stages of awareness if you can.

And then you wanna repeat that for each of your, your avatars moving forward as well. Next step that we do is we create a sitemap.

These are the core pages on your site that, we find, it’s a good start anyways. There’s your homepage. Which will break down in a second because your homepage really tells a great story, and it’s organized by the stages of awareness.

There’s your about page, which is your origin story. There’s your process, which is how it works. And that’s it’s it’s your USB, but it also includes the the secret sauce, you know, the that how your solution, you know, achieves consistent results better than the competition. And that’s really how you’re gonna outline it step by step.

Success stories, of course, your work with me, which is your services, product type services, your your courses, whatever you wanna offer, books, blog, consult, contact, media, resources, speaking, connect, and then your typical four zero four, thank you and and FAQ pages with a a guarantee as well. I like this section right here because it’s it’s almost like, you wanna address their hesitations and concerns. A lot of people overlook the purpose of the FAQ page. So you wanna you definitely wanna test that out as well if you can.

A little tip, insider tip on this is If you are in a city, let’s say you have a productized services on, web design, and you have a system where you can put this really cool package together for clients, and you can productize it, and you’re in a in a city, say you’re in Toronto, what you wanna do is you wanna create a city page, that’s this Toronto web design, but don’t put it on your main navigation. Just put it in your HTML site map. Because then what’s gonna happen is it’s still gonna get linked to the rest of the pages. You’re gonna link to use, but then it’s also gonna, it’ll rank, but then you can also link to it from your GMB profile.

So then it’s just an added sort of boost that you can get more traffic and sales from it as well. I’ll be doing a session on that on how to set that up. And and show you, how to create that city page. And the cool thing is with the city page, it’s actually, organized by, not only stages of awareness, but it uses ADA.

It’s pretty cool how everything aligns up on it.

Next is your homepage. So this is where we start, we start with this. And remember, we’re we’re creating the home page and we’re using all of the data that you’ve collected from your surveys, your avatar so you can start telling great story because you know exactly who you’re writing for. That’s that’s what’s key about this.

These are the main components of the of the the home page, and I’ll give you a, wireframe split. I I’ll use the terms spid draft and wireframe at the end that you can use. And, it contains only sections. So you have your header with Hero Shot, UV, your email opt in, which is above the fold, your compelling, story, which is your origin story. Credibility and social proof, your work with me, which are your services page, your speaking, your programs, your content preview, which is, of course, is your blog, your your podcast social connect and then, of course, your footer, which is your you wanna end with a strong CTA.

Now here’s how each of them kinda tells a story. So you’re starting with the header, your hero shot, UVP.

Really, this is the first impression. It’s it’s what’s gonna grab their attention gonna explain what you do who it’s for and the big benefit. You know, we this is your, you know, why why choose me versus the competition. So you’re really setting the stage at this point.

There’s a couple of examples that I’ve included. You know, I help entrepreneurs, build and grow profitable platforms, very clear.

Build your business, build your wealth, live your dream. It’s clear. I love this one.

This is like a two point o. You know, welcome to the the Fitfather project.

It’s, I think that he he nails it really well.

Second is you’re featured in. These are your your media logos across, you know, right off the bat. This is gonna create that credibility. It’s gonna show like, hey, I can trust them. Like, what they’re saying is true.

A couple of examples, this is like kind of a what most people do, it works. It’s kind of okay.

This is a better example of it as featured in trusted by. Again, I love this version. I think it’s like two point o. It just it hits you.

So you don’t have fun with this, but you’re you’re really saying, hey, like, I not only understand you, but what I’m what I’m saying is true. You can trust what I’m saying.

Next part is your email opt in, so your you’re placing this next, it’s really that, like, the way to say, Hey, you know, like, get to know me a bit more. You know, you’re you’re in you’re giving that option right away. You’re hinting at that value. Hey, there’s more to come.

Here’s a couple of examples of your, your email. There’s million. There’s a the urban monk seven day reboot, get started now. Just, you know, it’s not much.

It’s just a way to collect your email and and, and get them into, or or start the the process anyways. Here’s your origin, your your hook. This is the part I love. This is your origin story.

On your homepage, you’re just gonna literally just create a little snippet and link to your orange and story page. And that’s really how that homepage is aligned as well. You notice that each section, it is correlates to the navigation as well. So that’s what you’re you’re doing.

You’re just linking to each one. A couple of examples of origin stories.

Here, here’s another one, how I got here. It’s pretty, you know, the these are revealing to the are, you know, he’s talking about his PTSD.

Just when I thought I was on top of the world, she’s, you know, she’s gonna go into, you know, what, her problems and She’s really trying to relate to people. It’s like, hey, they understand me. They get me, which is which is really cool. Here’s another one, the truth you may not know about me, and it’s it’s his about page.

And that’s these are gonna be your about about us page. Some people call it origin story, but I just call it about us. Here’s another one, Sharpen. He’s he’s a good guy, Sharpen, actually, I’ve met him a few times.

He’s pretty good training. Credibility, media logos. That’s the next step. This is just to, you know, we’re building on those initial crust, the credibility signals.

We’re deepening that trust.

We’re we’re starting to get into our expertise, you know, the the the impact, the solution that we offer.

Here’s a couple of examples as well.

We’re getting into best selling books, like, you know, the and and that’s the psychology here is your you’re thinking, hey, well, this, you know, you see someone with these best selling books. They must know their stuff, right? And that’s really the point of, of, publishing your book is you’re creating out authority in their eyes, and it’s just gonna make you a hell of a lot easier selling your products and services. Then we’re getting in a social proof this is the praise your photos.

Hey, if it worked for for them, it can work for me too type stuff.

Here’s a couple of great examples for Tony Robbins everyone knows Tony Robbins, your typical testimonials, then we’re getting into your work with me.

Now that they trust you, they believe what you’re telling is true. They think the solution is for them. Now you’re gonna start introducing what you do, right, and it can be anything from services, to coaching.

It really depends on on what you’re offering. Then you get into for our clients, obviously, it’s their services they offer. There’s a lot of spaces in cosmetic, so we would get into the cosmetic services they would offer.

Here’s the content preview. This is this is really about like establishing further and giving a taste of, you know, what what what they can learn by by, following you. So you here’s your library, your podcast library, learn from me. Here’s my blog. Then you’re getting your social connections.

This is cool. It’s just like, hey, you know, connect with me. You know, here’s here’s the value I bring. It’s your your making that introduction for them to to reach out, then you have your footer, which of course ends in a strong CTA, and you’re just reinforcing that again.

Couple examples as well. A lot of people don’t put the, they’re they’re called actions in these CAAs. You wanna be in the footer, you wanna make sure you do that.

And you can do this yourself. That’s the process we use for the home page. We do have a, a site map and sorry, spit draft and wireframe, which will will give you not just for the home page, but it’s all of the pages of the site.

How we do it is, again, I learned this from Joanna, is we we start with what we wanna say, and then what we do is we overlay proven copywriting formulas on top of that, and then you have a pretty compelling site, which is, which is gonna rank and sell and convert and do really well.

We’ll provide you with all of these tools at the end. So don’t worry about that. I’ll I’ll give you access to everything.

What I wanted to talk today was to to show you a concept of how this works and really using your using your the the data that you get from your surveys and and how you can use it, and not just just to show it’s not. It doesn’t have to be complicated, and how you can craft the UVP for your homepage yourself.

These are questions and I’ll I, I just went over, but I’ll share with them with you as well. So now and I’ll use ourself as an example. So we, we’re launching a product, and it’s called or a service called WP Total Care. And, we’ve been offering WordPress support for our clients now for a couple of years. So we wanna it’s worked really well. So we wanna take this a bit further. So we analyze our list, our current customers, and we thought it was small business owners with a WordPress website specifically with woocommerce.

And we analyzed this list, and we actually discovered it’s not It’s actually, brand agencies. They’re the four percent of customers that generate sixty four percent of our revenue. So after analyzing that, we just literally put, you know, brand agency. Then we we asked them the the specific problem, and and we wanted to know the outcome that they wanted.

And for them, it was, they’re because they they’re a brand agency, they do they’re clients, they’ll help their client with their branding, and it often ends up leading to online or digital media, often like a website or whatnot. So what they would do in the past is they would reach out to freelancers or they would work with freelancers and the problem is the the inconsistent results, you know, the the freelancers just disappear on them sometimes. So That was the main challenge they were they were dealing with. The specific result, they wanted they just wanted a reliable partner they can count on.

We we did speak to them a little bit more. We wanted to dig into the ultimate benefit, and it was like, yeah, they wanted to rely reliable partner, but in the end, it was so they could grow their business because they realized there’s this big opportunity they didn’t have the the means in house or they didn’t they didn’t want to invest in someone, in house so they really wanted that partner to help them grow and take their agency to the next level.

That, of course, led us to the the promise, and this is where we really we asked them, you know, what why did you choose us over the competition? And there’s a few things that stood out for them. The first one was we specialize in WordPress. Our developers have contributed to the core.

So that’s just gonna lend our expertise. And the big one was is we have a white label option where, they can they’ll use our services. Their clients don’t know because they’re white labeling, but the plugin that we they can use in the back end of their website. They can engage and speak to clients, and they can manage their client’s website through that.

So that was something the competition doesn’t offer, and those were, you know, the top three reasons people chose us. So, of course, that’s our promise.

The proof was up to us, and and that’s just when we’re doing the interviews. We’re just gonna, hey, you know, do you mind if we we we interview, you know, so we can we can tell your story, and we can share your story. So we’re gonna use those. We’re gonna use demos.

We have a lot of, we have a lot of examples of before and after where we’ve optimized websites, especially with Google’s web vitals as far as page based paid speed and and whatnot. So these are pretty powerful, and we can use those to really validate and and and show or prove what we’re saying is true, as far as our our promise. Right? And one thing I wanna touch on this is the the promise is really about, the promise is your, you wanna switch to unique benefits because there’s, like, there’s three types of benefits.

The first type of benefit is the benefit that your customers don’t care about avoid them. Second type of benefit are these are your price of entry benefits. So these are the benefits that they expect to see when they go to your site. So you need to have those.

It’s, like, the minimum that your prospect expects. Then there’s their point of difference benefits, and these are the benefits that you’re gonna use to beat your competitors.

So when we interviewed our clients, we discovered, you know, the minimum requirements, the minimum we need to to sort of play the game. And then, of course, we we discovered the the point of difference benefits to win the game. That’s the way I like to look at it.

And then, of course, the proposition, these are the products that, they wanted to see. You know, the this is a really telling question as well. And we have a lot of these. There’s different ways to phrase it.

But when you’re creating your offers, let your customers or, your leads, let them tell you the type of offers that you wanna create.

So just, you know, asking these types of questions and that they’ll tell you.

Then once you have all of your answers from the interviews, you’re literally just gonna, you know, here is their their frustrated, you know, agencies, quality. Right? They’re they’re they’re they’re frustrated with quality from freelancer. So all you’re doing literally is you’re taking that and you’re you’re popping it in. That’s it. And then once that’s done, you’re just gonna take this formula and then you’ll rewrite the formula, easy peasy.

And test this stuff. There’s different formulas that you can use. You can test them. You can rotate them. Make sure that you’re your visual here, your image is it shows the transformation or the outcome that they wanna achieve. And then, of course, you’re just highlighting your your point of different benefits under here, which I just told you about, as well. We specialize in WordPress where, we contribute to the core, we white label a plugin, and then, of course, you’re just ending it with another formula is to get the desired result that they want.

So it all plays together. The your you’re identifying just a recap. You’re identifying your ideal prospect. You’re and your ideal prospect you’re gonna start with is your most profitable. You’re getting into the mind of that that customer, you’re doing that by interviewing, you’re understanding the problem, the challenges, the frustrations, the outcome, not just that, but also their hesitations and concerns. And you’re asking all this stuff so you can really meet it head on, especially with, you know, if you if you discover that one of their concerns is that, you know, you don’t have a level of expertise in WordPress, well, you’re gonna guarantee that you do. You wanna align that as much as possible.

And you’re taking that survey data, and then you’re analyzing it, and then you’re using it in your copy, and you’re using it to create your website. And and that’s what’s really powerful about it. And then you’re just once once you have and you understand it, you’re just using proven copywriting formulas and frameworks, and that’s it. And then you’re just making sure everything follows, tells a story or, has a, yeah, tells tells a great story, and It’s, yeah, it’s a lot of fun. And then you get into your split testing and your, your testing and everything else.

Any questions so far?

Yeah. I have two.

Yeah. For sure.

The the first one? So with the stuff, like, around your IDel avatar, what would you recommend if you’re in a position where You don’t really know.

You haven’t worked yet with your ID levator. Like, you have an idea of them, like you’ve outpriced your current client, so you wanna sub new ones, but you can’t interview them because you’ve not worked with them before. Like, where would you recommend you start?

I can show you what we did. So we did, So we we, we scraped all of our competitors, when we first started doing it. Here, I’ll show you, am I still sharing my screen? Yeah.

I am. Okay. So we had, this what we did. So we went out and and just scraped all our competitor reviews and and we analyzed everything.

Right? And we we looked for, their USB, everything a to z. So that that’s what I would suggest doing. Is pretty telling as well.

Like, we we go pretty heavy into analyzing our competitors. We we we do everything from sign up for consultations we wanna know their sales funnel, their strengths, their weaknesses, because ultimately, you you wanna you wanna match them and then you wanna beat them. Right? And you you do that by understanding them and also listening to your customers as well.

That’s what I would suggest doing.

Okay. Thank you.

Who are your competitors, by the way? Do you know?

Not really because, like, I don’t know that my competitors are like copywriters. They’re more like coaches, or con consoled like So, yeah, I’m not I’m not sure of any any other copywriters, like, in my space.

Yeah. We go pretty deep. Like, you can you you’ll find them out, like, a good a good approach to do is, we use data to sort of figure who who is our competition, and then we we get into Once you know who they are and it kinda leads to the next one, like you can figure out their entire marketing strategy. It’s it’s pretty straightforward once you know who they are. And then that, like I said, that’s gonna lead to another competitor, another competitor, and then you just focus on the top twenty percent. That you know are dominating the market, and then that that’s where you start laying your recipe.

Mhmm. That makes sense. Thanks. And, yeah, the other question is just a silly little one.

For, like, having the logos underneath the, like, trusted by, do you need permission to do that? Like, assuming there’s nothing in the ended ending NDA that says against it? Like, do you still need to ask to include the logo on your page?

Not that we had, in Slack, someone we had, we talked about that as well.

Oh, really?

I used them.

Like, it’s not it’s if it’s if it’s legit, of course, I don’t unless there’s, like, an NDA or something.

Okay. Agreed. We use them and others use ours without ever asking. So Yeah.

I I’d never asked you, Joe, but It’d be good.

Cool. Thank you.

Yeah. No problem.

Anyone else? Any other shy folk who are off camera?

Shade, where did four percent and sixty four percent come from?

So it’s the eighty twenty rule. I don’t know if you heard about that. So twenty percent of your customers will eighty percent of your revenue. So what you’re doing is you’re taking that twenty percent and you’re applying the same formula again.

So you’re looking at your the twenty percent the twenty percent of that that generate eighty is zero sixty four. That’s where it comes from. So it’s just another layer. So a lot of people just start with that’s good enough.

But if you wanna get ultra specific, and the goal here is, like, to is to define your most profitable customer. And that’s, like, the you do that by analyzing your list and you use lifetime value as the metric. That’s what key that’s what’s key. And then, and once you know that, then you just you sort and you you pick one at a time.

Dominate that. Move on to the next.

Well, thank you.

Yeah. No problem.

I had a question. If we’re, like, redefining our offer or our niche, and we kind of try and we’re kind of trying to get something up would you recommend, like, still starting out to build out the authorities site with all the pages or sticking to, like, a one page site where we can collect leads before building out the fuller version?

We’ll start growing your list. Like, you don’t want to put it up right away. Like, don’t I wouldn’t wait until your site is, like, completely done. Right? Anything is good enough.

But that’s, like, you’re you’re saying before you do all the interviews and all that other stuff, like, before you Yeah. Put up what you have. Of course. Like, this is a process.

It’s not it’s, ideally, you wanna start with this, but you may have, you may have a site up. And you’re gonna go in and you’re gonna, you know, you’re not gonna tear it down. You may or may not, but it’s, is a process. Right?

You may start with a page.

You may say, hey, I’m gonna I’m gonna write my origin story, and then you you add that. You update your your Vode OS page. Right?

Okay. That’s helpful.

Shane, can I ask a visuals question?

Sure.

So I noticed I went to a lot of agency competitors.

I think who might be my competitors, and I noticed that a lot of them don’t do the person in the hero section. A lot of them don’t really have a whole lot of any noticeable imagery in the hero section really.

And I’m just wondering, like, I don’t have a photo shoot. I’m not scheduling one right now. I really don’t want to spend the money on it frankly.

At least not for a little while. What When it comes to the imagery, especially in the hero section, but even I guess going down the page in the home on the home page, any recommendations because I’m kind of at a loss. It gets me spiraling. That’s stupid.

I always see this. It’s either the person you know, like Joe has on hers or the agency competition like I said doesn’t seem to go by that. They didn’t have very little. So I’m just kind of struggling to figure out what’s the right image. Should I spend the money and go do something or I don’t know what’s your recommendation on all that stuff?

Don’t know. It depends. Like, it could be you could go stage as awareness and focus on, like, the outcome that they want. It depends on the industry too, right, on the space, like, or before and after. I’m gonna show the outcome gonna show that before and after. If they’re if they’re product aware they know the results, I’m gonna focus on why they need to choose me. Right?

That’s what I would start with. It’s not I don’t think there’s, like, everyone says there’s best practices, but I’ve we’ve done, like, testing, especially with Google ads and what we thought worked wouldn’t is complete opposite. Right? So, you know, I don’t unless Joe, I don’t know what your thoughts are on that, but I don’t think, you know, start with the basics, like, include your and just, maybe focus on the outcome, right, the solution they’re looking for.

Okay. Thanks.

Any other Everyone’s so quiet.

I mean, I will have to end this question. If your community’s there. So if no one has any more, I was wondering if you could talk a bit about, like, the types of guarantees you would offer as a service provider.

It depends on yeah.

So the the guarantees are gonna be, you’re gonna offer your guarantees to address their concerns, right, that your guarantee has to have a purpose, a goal, and your guarantee is literally to address their hesitations. Right? If they say they’re worried about this. You’re gonna offer a guarantee that, you know, that says, Hey, you don’t need to worry about it. That’s what it is.

But if they’re worried about results, like that seems to be the main thing, but it’s like, I can’t offer a guarantee around results.

What type of results?

Like, are they like well, I suppose actually this probably comes down to me targeting the wrong people.

Like, yeah, they just wanna know that they’ll that it will convert. But then I think that’s probably more where I’m talking people who with less money, who care more. So Yeah. I kind of answered my question.

No. Like, they’re they’re worried about results that they’re not gonna achieve the results sort of thing?

Yeah. Like, they just wanna know the copy’s gonna convert. Like, that that’s the hesitation. It’s like, can you make me more money?

So you can also guarantee something. Like, a guarantee is like, yeah, hey, it’s not just about results, but you can guarantee, so how I would answer that is is, like, I’ll show you what I would do, and then you can you can see there’s different ways to approach it I would show so say you’re a client, right, and let me open this up.

So I would say I would say to you, so I’ll pretend you’re the client. You’d say, well, how do you know you guys can see the screen?

Okay. So you’d say, well, how do you guarantee results? And I’d say, well, this is how I would address it. I’d say, well, you know, you’re working with us because we focus on on results.

You know, we we measure campaign success by ROI, and that really answers the question. Did you make money? And we we manage it around true ROI, not return on ad spend. So we take in account gross margin.

And you’re a business owner, so you’re thinking, okay. Good. This guy knows gross margin. He’s speaking my language.

And I would say, okay. Well, let’s say you work with us and we’re gonna launch a Facebook campaign. And then, like, yeah, we sent a thousand visitors and then would say we have it cost you ten thousand, right, to hire us. This is what you’re talking about is your conversion rate and say that your conversion rate is three percent.

That’s your landing page or your sales page that is gonna convert. This is how many customers, turn in, sorry, leads turn into customers. This is lifetime value. You’ll have to work with that with the client, and then let’s say it’s like sixty five percent margin.

So what I would say is while you’re hiring me for this metric, right? You’re hiring me because because most come in at around three percent. We’re gonna use that as a baseline, but we’re gonna have a control then, and we’re gonna work to increase that. So over time, you know, we can get that, say, from three to five percent and then watch your ROI.

It’s just gonna explode. But more importantly, what I wanna talk to you of it is I wanna make sure, you know, we don’t know how many your close, sales you’re closing yet. You know, if you’re only in most close around thirty percent, but like, hey, you know, you’re hiring me, we’re gonna work with you unconsulted at selling. We’re gonna put this at thirty five percent and watch your ROI.

It’s gonna explode.

Right? And so, and then we’re gonna talk about lifetime value, where we’re gonna do an upsell or something on the thank you page, and we’re gonna increase this by a hundred and watch the ROI.

So I’ve never what I’ve done is I’ve answered your questions. Like, I positioned myself as an authority. I’ve spoke his language, but I really promise nothing. I’d promise him that or her that we’re gonna have a control, and we’re gonna try to beat the control. Right? But I’m using my expertise to reinforce, like, hey, we’re all about results too. You see the subtle difference.

And that’s that’s the approach that we take. And it works really well because no other agencies talk like that. I can promise you. Like, no or marketers, direct response, direct response marketer would. But, a lot of, or copywriters, they won’t. But that’s that’s the language, that’s how I would approach it. So it’s a guarantee without you know, without a guarantee in a sense, if that makes sense.

Yeah. No. That’s good. Thank you.

No worries.

If I can just jump on that question Sure.

So you just walked through is what I walked a prospect through yesterday.

Good for you.

And it was it was good, but now that I now that I see you walk through it again, I realized I made some mistakes because my guarantee was more tying myself into a guarantee.

It okay if I share my screen and just show you Yeah.

Of course. Okay. Cool.

Okay.

So because the project is primarily just email marketing, So I didn’t include all those other aspects. So I just kind of took their list size, their profit margin, their average order value and their average orders per month. And I kind this is the so they’re currently doing nothing with email. So my guarantee in quote was, like, I’ll increase that zero, percent of revenue being attributed to email to twenty percent.

And by doing that, they’ll get a one hundred and forty additional, orders per month and this will equate to this amount in sales revenue and then profit. And then that was how I calculated the ROI. So for the ROI, just removed a monthly retainer fee. I gave them I did five six as a monthly retainer fee for that.

So I kind of tied myself into that percentage of additional revenue, like additional, email revenue, and I’m just wondering if that is dangerous as a guarantee to give.

Yeah.

I wouldn’t. I wouldn’t give that because you’re being ultra specific great. You’re guaranteeing, like, you’re guaranteeing the process. You’re guaranteeing you’re guaranteeing that, you know, you’re gonna do your job, you’re gonna do it well. And it’s like you have that level of expertise and that means that you’re gonna have a control. You’re gonna work towards beating it, and you’re gonna apply, like, proven frameworks, formulas, that’s that’s your guarantee. Right?

You you can say, like, you can, hey, imagine getting this and you can paint that picture and get them excited.

Right? Because that’s your ultimate goal. Like, if you’re not if you’re not increasing if you have a control and you’re not beating it, constantly, you’re not doing testing and stuff, then it the client’s gonna pick up on it. I would pitch that, but it is a subtle difference, though.

Right? You’re you’re pitching you. You’re pitching and you’re you’re using the results, like imagine, hey, and you’re building that excitement. But you’re letting them know it’s a process.

It’s built into into conversion copywriting. Right?

Yeah. I also gave, like, a timeline. Like, there’ll be some setup, there’ll be some setup time in month one. Month two. We’re just pull putting out the emails, so we’re still setting it up. So that guarantee was more of, like, ninety one twenty days from now. So that was kind of how I gave myself some room, but that’s still kind of dangerous.

I’ll say. Yeah. Just be careful on that. Like, you you wanna you’re gonna benchmark everything first.

And then you’re, obviously, you’re gonna benchmark because you need to show that you, you, you have to show success, right? But don’t don’t promise anything far as, you know, actual numbers. That’s that’s tricky to get into. Right?

I wouldn’t and then just promise, like, the the process, the how you’re gonna get in there, you’re gonna you’re gonna have these benchmarks. You have your controls, and you’re gonna work to beat them, and this is how. And then the how is conversion copywriting, right, the interviews, the the, voice of customer, all that stuff.

Okay. So if I can ask, what would you advise I do at this point? Because I’m having another call with them to, like, close the deal.

So kind of how do I back myself away from it, but still offering some kind some kind of Well, this it’s the subtle approach.

Like, just say like, did you say you’re gonna get I don’t know. Did you say you’re gonna get these exact these numbers.

Like, you’re gonna I guarantee within six months, you’re gonna have So it was a three month timeline for at least ten percent of revenue starting to come from email because they have a big list and the list is warm and they’re all How much revenue are they making now?

Like, do you know that?

As a company as a whole?

No. From the from that. Like, if you what is the the current yeah.

They’re they’re barely doing anything with email right now. But sometimes they send offers to the list and it convert and they convert. So that was what I was thinking.

Oh, I’ll be How big is their list?

Ninety k.

Oh, I don’t know. It should I don’t wanna say I I don’t know. I’d that kind of stuff, like, it’s I’ve I’ve been burnt on that. Like, it’s like you you think and it just I always pitch the process, like, see if you can you can sort of if you promise them already, like, see if you can dumb it down a bit maybe and just say, hey, you know, here’s here’s the benchmark. Here’s what we’re gonna start with. I’m gonna apply these. I’m gonna do this to try to get it to this, and this is hopefully what we can expect.

You know, but reminding them, hey, this is a process. Right? You can’t you can’t guarantee your but that’s the beauty of your process is you have a control and then you always work to beat it. Right?

That’s the way I would position it.

Okay.

Sounds good. Thank you. Yeah.

That’s a tough one. Like, it’s not, Right? I’ve been burned. I’ve back when I started my career, like, way back when I I learned a hard lesson from that. Just not to, not to.

Thank you. Yeah. No worries.

Any other Any questions on the process on the on building the site, using VOC, the survey data, Anything along that lines? On do we’re doing this for your your clients as well. This is also a service that you can offer to clients.

A lot of those pages, you’re just switching it up. Right?

They’ll have certification. We do this a lot for, for our clients.

Shane, if I can ask a question sorry. That’s, kind of adjacent to Abby’s question about, like, dumping audiences.

Like, so I did a competitor’s content analysis, but like what Abby was saying, I find that a lot of people making similar promises to what I’m claiming I can do are Like, it’s not just apples to apples with other copywriters. It is other digital marketing agencies.

It is coaches. And now, obviously, I’m getting, like, mega targeted with ads for everybody who does anything close to what I do.

So I just I guess, like, do you have any tips for narrowing down the competitors that you choose for that analysis or because obviously we only see the front end. We don’t know how successful that they’re they actually are or what kind of market where they have, or which ones we want to be comparing ourselves to and differentiating ourselves from.

Well, what do you it’s like, what are you defining us? For us, it’s revenue, right, market share.

What you can do for market share is you can look at their brand terms. Usually, phrases that people, brand term is not just the their name or their business name, but also the products that they sell. And you can gauge that as popularity. That’s that’s an option.

What else? If if you’re looking at revenue, there’s social shares. You can see how how popular the content is as well. That’s what we do. But you’ll find that once especially look at Google ads if they do spend a lot on Google ads, especially especially Google ads, not so much Facebook, but look at Google ads, and if they’re if they’re advertising, they usually know their stuff and then look at people also advertising within that space and then you’re gonna start to see patterns, right?

Especially in a competitor space, like if they’re paying six, twelve bucks a click, they’re they’re making sure it’s laser focused. Right? Yeah. That’s what we do.

Yeah, it just it it takes a while, but you’ll find it it it kinda leads one to another. Right? And then you do have to beat them though. You have to analyze them and you have to figure out, hey, like, you there there is your price of entry.

That that’s what, like, your prospect expects the the they come to your site. You have to meet this minimum requirement or they won’t consider you as an option.

You have to have that. And, give me an example. We had a executive health clinics. So there are certain people, these are private clinics in Canada, So there’s certain things that they expect a private clinic to have to even consider them.

Then you have to look at the competition. You say, okay, what’s something I can offer that’s gonna beat them? That still resonates with my ideal prospects. Something they want, how can I set myself apart because you need the apples to oranges compared person, right?

And if you’re in coaching selling products, that’s what’s going through their mind. Like, either saying, okay, I trust what you’re saying is true, and their product aware. I I trust what you’re saying is true. I I wanna believe what you’re saying is true, but like why should I choose you over the titian.

Why should I choose you over this coach? You know, why is your solution different or how can your solution help me solve my problem better than them? And that’s where you can differentiate yourself with, like, your USB.

But it’s not just your USB. It’s like how it works, like, how your secret sauce, your coaching program, how it helps them solve their problem. Like, it’s the secret that you’ve discovered that helps them solve their problem and get the outcome consistently better than everyone else.

And that’s something that’s pretty powerful and that’s that’s what you can use to separate yourself. That’s what we do.

And then you have that distinction. Right? You have your point of difference, your point of entry, your USB to sort of sum it up and then you use your credibility boosters. All the stuff like Joanna certification, your testimonials and stuff, you’ll use that to kinda support your your your u s p, like your apples to oranges. Does that make sense?

Yeah. Yeah.

So yep.

Being of, like, that’s that’s essentially where you’re going in for the differentiation.

Bingo. That’s that’s the good way, especially, like, if you’re in a coaching, that’s a level three market sophistication. And what that means is, like, people don’t respond to benefits anymore. They’ve heard it all.

The only thing they respond to and it’s getting to, but they respond to how it works. They wanna know why your solution is better than the competition, then they want to dig in because they want to learn it, right? You’re selling them a process, you’re selling them a secret, a results recipe, whatever you want to call it. That does x y z better than everyone else, and you need to sell them on that, but that’s going to create your apples to oranges.

A lot of your competitors will use like everyone Hammers home like reviews testimonials and stuff, that stuff is important. Yes. But you’re using that to reinforce your your your USB. There’s a subtle difference, but it’s really powerful.

Like, you’re using, you know, these credibility boosters to say, yeah, what they’re saying is true. Her solution is better than the competition. There’s a big difference, right, and then it’s reinforcing it. So that’s what I would do if you’re looking for that apples to oranges comparison.

Said, does that help?

Yep. Yeah.

Did do you have it unique? Like, have you have you thought of it? Like, how are how are you separating yourself from the competition? Like, what what angle have you taken?

Like, which angle am I not taking more? I think more about choosing like, I do on my talk about my process. So I have like, you know, immersion, creation, refinement is like my three step process, and I talk a lot about was of customer research in my marketing because I found, like, when I had that messaging, a lot of my competition was more about, like, speaking your troops, you know, and I was like, no, boo. Don’t, like, it’s not about your voice. It’s about your your market’s voice.

But I feel like yeah. I’m looking for what that needs to be now based on ongoing conversations about what my, one thing is gonna be.

Yeah. Like, why it’s if you can’t if I asked you right now, why should I choose you over the competition?

Can you, and that’s that’s the question, right?

And it’s like, and it depends on what you’re coming to me for.

Like, I that’s where so I’m I’m still in the mud about, like, what the offer is going to be. So I feel like I don’t know how to differentiate I’m, like, is it the dumpster you call energy? Is it the, like, something else?

So Let’s see what you’re saying.

So you don’t you’re you start you’re trying to finalize your offer. And then once you know your offer, what the the what, then you’re gonna then you can get into the sorta, I see what you’re saying.

We we do have, like, the the list that we’re sending you, I’ll share the screen and show you on his guys on it as well. We do have, some really good questions broken down by stages of awareness that will help you discover that stuff. And you can send where are we here?

Yeah. But also, I’m gonna send I’m gonna send all the the tools. But basically, those there’s ton. There’s over a hundred and they’re they’re different questions asked by different influencers in the space, and some of them are really good to discover the stuff that you should be, selling, right, to to create your offers as well. Maybe use that as a guide to get started.

Okay. Thank you.

If that helps.

Yeah. And if I may I might I have, like, the results of my competitors’ content audit in a spreadsheet. So I’d love to share that in the group if you wouldn’t mind, like, if you see an where you’re like, oh, there’s com then deems coming out.

Have you, have you analyzed, like, have you looked at what their USB is?

Like, do you know what their, have you, have you learned anything, like, looked for any patterns, or I, no, I don’t say that.

I don’t think there’s like one trend that I could take away. It was just like while there are so many people coming at this from different angles, that I feel like we’re all constantly the same thing. So where am I gonna go in my approach.

And who, like, describe your ideal prospect, like, in and and that was part of the exercise as well. Like, describe them in one or two sentences. Like, who who are they? What’s what’s their problem? What’s their frustration? What’s the outcome they want?

I would say established business owners in the online space. So usually course, coaches or experts who have a coaching program.

Who wanna go from, like, low six figures to multi six and seven figures with a signature offer you know, and they want their launches to feel easier and they want more consistent sales coming in everyone. So generating that monthly recurring revenue.

Absolutely.

They reached a plateau where they’re just not their signature offer isn’t they want to take it to the next level sort of thing? Okay. So that’s good. So now you, like, you’re you’re laser focused, right?

You’re focused on on a specific audience, like within a you know the income, the revenue that they’re generating from their offer. So that that’s a great start. I just figure, like, what how can you what so your offer is gonna help them, increase revenue. It’s it’s gonna help them get to the next level of benchmark of revenue that you’re you’re gonna whatever that is.

Right? Like, how does it how do you help them solve that? How do you help them get the outcome? And that, have you figured that out like your process?

No. Well, because that’s the thing. It’s like, which so far I’ve just been doing I’ve been, like, specializing Everybody I work with has a signature offer, but I have done all kinds of different things for them.

Like, the sales page, the launch emails, the I got you.

So I’m like, what is my best? I know the who, but, like, what is my best call for for that audience.

Is it more the how? Is your is the is it should just switch that maybe to how? Like, you know, you know the problem, you know the outcome, and now you have to craft an offer to help them achieve that outcome. And that that that is gonna position you or separate you from the competition. Right?

So if they want to, you know, what is what is the how that I feel confident I can deliver on? Like, what’s the how, you know, So what so what’s the exact outcome?

Like, in one sentence, what’s the exact outcome they want? In one sentence, if you can.

Doesn’t be perfect, but, like Oh, I’m gonna just so here, because I’m gonna use the words she banned me from using, which I’m, like, profitable signature offer.

Right? The to be to be getting back to, like, taking home more money from their existing launches, their existing offers.

Add more to their plate.

Okay. So that they’ve reached a plateau, you’re gonna help them get to the next level, whatever that is. Now you need to now you need to tell me and that’s your secret sauce. That that’s your u s p.

Like that or it’s a common it’s a combination of how it works how specifically that’s your offer, how specifically are you gonna help them achieve that? Because you have a secret you have a secret sauce that you’ve discovered and you’re gonna work with them and you this secret recipe that you have will help them consistently get the results and they don’t know it. You know it and you’re gonna share it with them. And that’s why you’re gonna create that.

I would say, like, stronger core messaging, like, doing the voice customer research and doing this, like, groundwork and then using that to inform their overall core messaging.

Sure.

Then updating the sales page based on that core messaging, making sure that they have audience attraction mechanisms in place so that they’re attracting an audience that’s gonna want that ultimate offer.

And then what I have currently been calling, like, golden opportunities, but it’s essentially like strategic sequences that upsell, like, upsell cross sells systematized, like, behavior based sequences on the back end to increase the lifetime value of existing customers.

Yeah. Like build on, it’s the that’s just build on that. Like, what you’re creating is your offer, right, and you’re explaining to me how it works with the ultimate goal of of if it’s to increase increase ROI, like, if what it you’re and you’re aligning a metric or a certain lifetime value, you’re aligning a metric to that. It’s very clear and just build that out.

That’s that’s how you’re gonna create the separation and then use your, use your social proof and your credibility booster to say, hey, yeah, what she’s saying is true. This stuff does work. And that’s what you’re gonna sell. You’re selling you’re selling a system.

Right? That’s the apples to oranges. So it sounds like you have a good idea, but that’s the fun of figuring it out. Right?

Like, it’s like if we have GMB as a product type service, so our secret sauce is, like, we go into Google’s web vitals and how, you know, every component of your GMB page, I’m gonna do a session on this. Every component of the GMB page, you know, we use proven copywriting formulas, your Citi page. We use a proven copywriting formula that’s guaranteed not only rank organically in Google, but when people go to the site, it’s gonna convert. And then we set up this.

So we’re we’re telling story and we’re saying, Hey, hire us over the competition. We have a proven process with secret sauce that’s going to get you the consistent results you want. This is why you need to work with us. And it’s like the secret, right?

Or what do they know that? I don’t know. And that’s that’s one of the tricks for product type service as well. Right?

You’re just you’re taking that offer and you’re you’re turning into something great. You ever seen that those shows, how it works on TV? Remember those TV shows? That’s that’s exactly what it is.

Just think in that way. You know, it does this, does this, does this, and it helps them get better than anyone else. And that’s that’s how you really can, beat the, the that’s what I do. That’s that’s how you beat the competition to put a spin on it.

Does that help? Does that make sense?

Or Oh, even just talking through it has helped a lot.

So thank you.

Yeah. No. No. It’s, and that’s, yeah, put it up to, like, competitors. It’s always good to get a second eye on it.

I can look at it from a SEO like perspective and I can tell you, I’m happy to look at it and say, hey, definitely put it up so then everyone can benefit from it, but we’ll look at especially keyword data and Google ads. It tells a lot and you can use Google trends. Tells it all, we can look at their brand terms. Brand terms are great because it’s really gonna tell you, the popularity of their their products and services.

Right?

And especially their coaching programs, you can get a good idea on on, the popularity just by that alone, right, and Google tells you all stuff. And then you can do trends and you can compare it to everybody.

Yeah. So, yeah, put that up. I’m happy to do that.

Any other, any other questions?

No. Okay.

Or any, yeah, true.

Really quick question.

Do you do you recommend, like, having our certifications and badges on the site?

Because, like, Like I’ve always just had them because it assuming it improves credibility, but then I’m also like, do my clients like care that I’m a certified conversion copywriter like, oh, does it just make me look more amateur?

They they care about themself. Right? They don’t they they just wanna, like, ultimately, they care about them and it just, yeah, it helps, but use those to reinforce what you’re saying. Right?

It’s not the end all. Like, it’s not it’s it doesn’t is it is it gonna help? Yeah. Like, is it gonna help to have a logo from Joanna saying like, hey, you know, she’s certified of course.

It’s it’s just gonna say what you’re saying is true. Right? But you’re gonna use that. What we talked about earlier is, like, kinda reinforce your your system, your secret sauce.

Right? That’s the way to use those. Those are like tools to to really support, your messaging. That’s the way I use them.

Right? Like, your credibility booster is gonna build authority and trust your social proof is gonna it’s it’s gotta prove what you’re saying and true. Those are numbers backing it up.

That’s that’s the way we use them. So, yeah, use them. Of course. What are you worried about looking amateur with them? Like, in what way?

I don’t know. It just feels a bit like, hey. I’ve, like, done a training. I don’t know.

Do you know what I mean or is it just do?

Like, I’ve had this conversation with a few people, but is it time to take them all? Like No.

You’re okay. So you gotta you gotta your copywriter. Your your director’s you’re you’re a copywriter. You gotta spin that. So you’re not certified, Joanna.

You’re you’re trained in the the most advanced copywriting technique on the planet. Joanne is considered one of the top copywriters in the world right now. You were personally trained by her. You know her like her like that’s the way to to say it.

That’s not training. Right? These are these are your secret weapons, your secret sauce that you can help them You know, you know, this stuff. That’s the way to position it.

Don’t position yourself as a we’re all students, but you use them to build your authority. Right?

Yeah. That’s such a good point.

Yeah. Like, say, like, we, Google Google ads, like, we work in the EMR. So she’s she handles our our Google ad stuff. She’s top three percent in, Google ads in the world.

Right? And she puts up her Google ad certification, right? And she’s she says, here’s the certification. This is part of the reason why on top three.

Because I take I took all this training. I stay up to date. You know, I look at current trends and I know my stuff. Right?

These are all the books I’ve read in a year. You know, I read hundreds of books just to It changes. It evolves all the time. And she does that because she knew one of the one of the issues clients have is Google ads changes on a dime so fast.

Right? So she’s like, hey, don’t worry. I know this stuff. This is I I look at all the training I got.

So she’s using that to reinforce her messaging. Right? That’s the way to look at it. And try to incorporate it that way.

Sell yourself.

Right? That’s the it’s it’s all it’s all useful.

Boom. Cheers.

Yeah. For sure. What is there a logo that’s like specific one that you’re worried about though to put up?

No. Just like my copy Acres ones. I was just like, is it?

Hobby Acres. Of course.

Join is like if it it’s, of course.

I just I think it’s because, like, because I’ve got my testimony from Joe, and then I’ve got her, like, the featured in, and then I’ve got the training as well. And I’m, like, is this just making it look like I’m just like all copy hackers? Like, do I need to kind of get out of that umbrella a bit and have like, different certifications, because then it’s like, I’m trained by her but also, like, work from her. And it’s like, I don’t know. We’re just and a power note about it.

Build on it. Like, we do there’s a we work with some, especially in, like, the b to c space, like, where we have a results page and, like, half the page is, like, is credibility and we we paste that stuff. Right? Everything from, like, organizations, and it just everything helps.

Right? It’s like that, wow. Okay. This person knows their stuff. Not a an issue, but yeah, put that stuff up.

Just just make it if you can try to make it, try to connect it to something, right, to reinforce your messaging in some way. If you can. But, yeah, copy hackers, that’s a huge one. For sure.

Okay. Yeah. I I think I need to just put, like, a cross head above it that Most of them. Yeah.

Thank you. How did copy hackers has how is it? How does it help you get results for your clients?

Woah. It’s yeah. It’s like the conversion stuff, isn’t it?

Like, there is the the method, but I guess it could, like You network daily with some of the best copywriters on the planet.

So if you have a problem that a client needs to solve, you think you could jump in on the Slack channel and ask a question?

You have access literally to some of the and that’s that’s you see how you positioned it, and it’s true. It’s not just a logo. It’s like it’s what they have access to, what you have access to. It’s just acquired knowledge, right? And that’s the value in this stuff, and that’s the way to position it. This group.

Right? You know what I say? It’s big bucks to do you they couldn’t just go in and ask Joanna or someone question. No.

You have to you you pay them big bucks. Right? You can that’s the whole point of it. Right?

Does that make sense?

And I I mean, yeah, like, I have wondered about that.

Like, about whether I can kind of say that, like, because I’m offering like, but I’m offering like a consultation package at the moment and it’s new And I was thinking, like, can I throw in, like, that I have access to, like, some of the world’s best copywriters?

Or is that No.

You think that’s It’s true.

You’re part of you’re part of the the the the copy hackers pro community and you have a private invite only Slack channel. And in that channel, you always share tips and advice and you work together and you work with some of the best copywriters in the world. Which I’m saying that. Of course you can.

That that that’s a huge and that is your that’s you started to, that’s one of your USPs. It’s one. You can have you can have ten of them, but that’s you’ve just said it. And let’s let’s so now you’re saying, hey, I have access to not I wouldn’t say access, but you’re part of this private community invite only and then you you gauge what we talked about early results.

You you it’s a proven process where it’s built off of control, and you measure success by ROI, and it’s you’re you’re promising something but you’re not. So right away, that’s what we do. I just beat the competition on two usps. You can’t touch me on that.

Right? And especially the one that we talked about with the ROI agencies don’t talk like that. They don’t they don’t understand the concept. And then if and then if someone does beat me or match me, then I get in the consultative selling, say, don’t worry.

We’re gonna work with you because we know the sales close ratio is what has a major impact on your business. So we’re gonna we’re gonna take that sales close ratio from thirty to this. And then someone else matches me, then I’m gonna talk about, hey, we use proven copywriting formulas. We’re gonna increase that lifetime value with some upsells.

So it’s like you’re always you’re always beating the competition in a step ahead, but you’re you’re creating tons of value for yourself. Right? Does that make sense?

Yeah. Yeah.

Yeah.

So to piggyback on this real quick, Shane, do you see this is like making a claim about having access to this kind of ongoing skill development? And then you use the certifications as like a trust builder after next. You’re gonna wait here it that way?

Or Yeah.

Like, say, what I would say is, and and I do say it. Like, what are you? I’m a I’m a copy hacker pro coach. You know, we we we have a private community.

Like, you’re you’re stating the obvious. Like, I wouldn’t say it’s like be careful how you say it. Right? But that’s that’s a fact, right?

You have and that’s a lot of value for clients, right, especially when you hear invite only private access, exclusive. They love that stuff, right? And it’s true. We we help each other.

We work with we do work with some of the best operators in the world. There’s there’s no reason why you can’t say that. It’s true.

Right? And it just it just one more thing to add that. It’s like your u s p. Right? It’s not the tell all, but you’re using that to reinforce. That’s what I do. I don’t see an issue with it.

Yeah. Makes sense. Yeah. Does that does that answer your your question?

Yes. Yeah. And it’s like it’s always there’s so much, and it’s like you sell yourself. Like like David Olegov said, if you can’t sell yourself, you can’t sell clients, and there’s there’s opportunity.

Everything you do, there’s an opportunity a way to position it that sells, right? And it’s it’s done tactfully and it’s true. You don’t lie, but like there’s so much there’s all of these masterminds that people are part but then they don’t mention it. And it’s not a mastermind.

This is an exclusive group of some of the best trained experts in the world, and you’re staying up to date on the lay industries because the industry changes on a dime and as an as a specialist, you know, you need to stay on top of that, you know, and and not and then you back that up with you know, the certifications, and this is why you’re getting the certifications. So, you know, and it’s it’s pretty powerful stuff, but you’re telling a story. Right? And then you’re you’re using that all of that to reinforce your your messaging, your, what I call your, like, your secret sauce, your secret recipe, We do that with GMB all the time.

Right? Or, like I said, our product type service. Right? We have certification I’ve never heard of.

Like, I’ve, they don’t they don’t know. It’s probably, but it’s I’m part of forms, I’m part of communities. I’ll join up to, there’s one I wanna say it, but I’ll join up to this one community which is really well known in the GMB space, and it’s like fifty bucks a month, but I I’ll pay the fifty dollars a month because it it’s really well known, and it’s a credibility booster. It reinforces and it helps us sell.

Right? It’s so there’s that’s the way to position the stuff. Right? There’s opportunity with it.

Does that help?

Yeah. It’s awesome. Yeah.

Any other, Any other questions? Anything?

This is more of a comment. Sure.

I think we know you as the process guy, but I think you might need to be.

I think you’ve, in my mind, you’re now also, how to sell yourself. Like, you’re really you might be able to teach a course on how to sell yourself because you make it sound so easy and convincing. You know, when you talk, I’m like, nodding alone. Yeah.

I’m like, that’s so true. That’s and then, that makes total sense. And then I walk away. I’m like, okay.

I don’t feel as confident anymore. And I what was he saying again, but you have when you’re talking, In the moment, it’s so convincing. Like, yeah, what you say is true and it sounds it’s not made up. It sounds good. It’s not made up.

I don’t know. Anyways, all I’m saying is I feel like maybe there’s an opportunity for you to teach course on how to sell yourself?

Yeah, we did. It’s consulted. We had consulted it. So thank you. Thank you, by the way.

But as we, we started PR and then it went in the consultative selling. And consultative selling is really like direct response. Like, a lot of this stuff comes from, you know, Joanna said to me, study direct response.

That is the the the holy grail. Right? And it’s it’s all about eliciting a response. You want them to take action to do something.

And to to to get them to take action to do something you need to understand them. It’s getting in their mind of the customer. It’s that simple. And once you know the problem and solution, their hesitations and concerns, and you draft a guarantee.

Good luck. And then you create a USB, like, to solve their problem and you show this as a secret sauce, why wouldn’t they choose you?

Well, when you talk about it, it sounds so obvious, and it makes a lot of sense.

But I just I don’t have that same confidence when I walk away.

From this session.

I don’t know if that makes sense.

Yeah. But we can I can help him with that? It’s like, it’s not, yeah, the thing with this, like, director.

You’re talking this up and you’re talking our experience, I’m like, yeah, that totally makes sense. That is exactly right.

And then somehow I lose it from, like, it’s like because there’s a lot going on.

Right? There’s there’s so many moving parts. Like, when I was in the space, it took me it wasn’t until, like, three, five years till I, like, when I first took Joanna’s training, like, it’s, like, fifteen years ago, I didn’t know I was, like, I would I would take the training session and be, like, what the hell? Like, it’s, like, I was like, I I remember going to training saying, like, this is so complicated.

Like, you have to almost be like a scientist just to understand that stuff. And then eventually, it starts to click. And then eventually you understand the stages of awareness. And then you understand stages of awareness are all about, you know, what does the customer already know?

It’s that simple. And then then you think, oh, they already know. That’s okay. I I can answer that question.

And once you know what they already know, now you can start selling them. Right? And it’s like and then you see patterns. Like, for sales, we use Joanna’s question all the time.

Like, you know, what brought you here today? Shut up and listen. They’re gonna tell you the stage of awareness. And if they’re like solution aware, they’re gonna say, you know what?

I’m considering different problem, different solutions. I’m considering you but I’m also not sure if I want this procedure or not, you’re like, okay, solution aware. So you’re not gonna hammer home why you’re different. You’re gonna sell the solution.

But definitely gonna say, you know, I’m comparing you. I’m sold on what you guys are doing. Comparing you to this clinic. Okay.

Your your product order. So I’m gonna sell our USB. Why are we different? Why should you choose Oz?

If they’re most aware. You know what, Evan? Yeah, I’m convinced to go with you guys. I’m just trying to find like a date.

I’m looking for my schedule. What they’re really saying is I want a discount. Hey, we have a limit, we have a date opening up next week. You’ll save three grand.

Can you make it young problem, right? So that by asking, by understanding those stages, you can start crafting messages, right?

And then you can start to see patterns in it as well. That’s what that’s what I would start anyways. Like, are you familiar with the stages of awareness? How they work?

Yeah. Yeah. So I learned like study that. There’s a good book I’ll post on the the Slack channel.

And it goes in the after I read that book, it really hit home. And they break he breaks it down in in detail on how to use it as well. And start with that foundation, and then things will start to and then just to understand, you’re just in the business of selling problems. You’re not in the business of, of selling you or solutions.

You, you solve problems. And then and then your your job is to is to figure out and show them how your solution solves the problem better than anyone else. And that’s your, that’s your secret sauce, your u s p, right? That’s it.

And then that’s the fun part, this, the, how it works, the, the secret recipe, the thing you’ve discovered. And then and then you’ll find you’ll just put a different spin on it and someone will beat you and then you’ll put a different spin on it and you’ll put a different spin. Right? I think there’s like five different versions of the rule of one out there.

I know. But when you explain it, it does sound so easy and obvious.

No. But it’s but it is.

It’s kinda like just focus on those I love the confidence.

No. But it’s but focus on the on this on a it’s a simple pros. Like, even the process I just explained to you, what did I say? All you need to do is you need to figure out who your most profitable customer is.

You need to interview them. You need to once you understand them, you create a profile and avatar, so you can target them. You include demographic cycle graphic because you can use the demographic for campaign data like Facebook, use a psychographic to get into their mind and sell them. Then once you know that, you just create your USB because now you know the problem.

You create your solution. And then you just you you make sure that that solution beats the competition, but you’ve analyzed the competition because now you know what they’re all saying. So you make sure you’re saying the same thing except you’re going a layer above that and you’re beating them with your USB. And because you spoke to them, you know exactly what to say because your customers are gonna tell you.

Right? Simple things like, you know, what what features did you like best? Shut up and listen. They’re telling you why they chose you right?

And those those are those start building on your USB, and then one of those features may be the secret sauce that you get into how it works.

Right, and then you start building layers. That’s it. And then you use a couple of key metrics, like the metrics I showed you on the calculator, there’s only like four there’s three metrics. There’s conversion rate on your your thing. I’ll show you show you quickly as well.

And this is a good one as well to get into. Like remember this as because don’t get focused on. You can see the screen.

There’s only a couple of metrics that move. And as a business owner, just this is like remember what I’m telling you. And when you talk to a client, special a business owner, this is how you sell them. K.

There’s only a couple of of metrics that move the needle in your business. And if you increase any of them five percent, you see explosive ROI. Okay? The first one is your conversion rate.

This is your sales page, your landing page. This is what they hire you for to bring that in. Right? So if you increase this by another five say say you put this to ten percent, Watch how much more you make the client.

A lot of money.

Okay. The next one is your close ratio. This is and this is where agencies fail. They’ll send tons of leads, qualified leads.

But if those leads don’t book, what’s the point? And that’s where agencies fail, but business owners know this is a problem. They’ll say, well, everyone promises leads and you say, well, we’re gonna measure this ratio. And this is this is this is important because this is your close ratio.

And we’re going to apply consultative selling. We’re going to put this to fifty percent, and they’re all they’re all between twenty and thirty percent, by the way. That’s just you can count on that. We’re going to put this to fifty percent.

Look at their ROI. And then they also understand lifetime value and you’re how do you increase lifetime value? We know this stuff. You, you put a order on the thank you page.

Opsol, right? And you increase that even by another one hundred bucks explodes and then this is the secret sauce. This is agent part businesses will know what you’re talking about here is everyone puts this as a hundred percent. Right?

This is your your profit. So everyone uses this metric, but that’s not ROI. That’s return on ad spend. Even Google gets it wrong.

So you’re telling them, listen. Your lifetime value is two thousand two hundred. I know not all that is profit. And they’re like, yeah, exactly.

That’s my gross margin. Exactly. So let’s put you in and there are these remember these numbers, these are the same across the board. Okay?

Your gross margin is around sixty, sixty five percent. Yeah. Yeah. Maybe fifty between yeah. Exactly.

It is. Okay. Great. So we’re gonna put you at sixty percent. I like to be a little conservative.

Let’s put you at, say, forty percent. K? And Now I know your net profit is gonna come around say like twenty, twenty five percent. Those are that’s available information as across the board.

Those are pretty standard numbers. And now the business owner is going, oh my gosh. They totally get my business. They understand me.

Right? And this this is what I just showed you as direct response, you’re showing results, you’re showing value, right, but you’re selling this is part of our USB. This is one of our secret sauces. Right?

We’ve now it works every single time. Does that make sense? Like, it’s how it all works together?

Yes. Just learn those things. It’s it’s not complicated. Conversionary close ratio, lifetime value, done. Those are the only metrics that matter in the business.

Nothing else matters, right? And as long as you’re driving qualified traffic, this matter. You control these, and it’s, it’s so simple and so easy. And then work with them on this, this, this, this, and you’ll notice that when you get businesses busy, because then you you start flooding them, then it’s always an operational issue.

They start to break down because they can’t handle the volume, right, and then their profit margin searches and then you have to work with them to build that up. But that’s when you get into, Hey, I want I want a percentage of sales.

Right? So a lot of clients that we what they used to be clients, but now we we do profit sharing, right? But make no mistake. I know the numbers because the first conversation you need to have with a client, the very first conversation is what’s your lifetime value?

What is your sales close ratio? What is your conversion rate? What is your cost per lead? What’s your your your cost per acquisition?

Right? Because if you don’t have those conversations, you can’t advertise and don’t count on Google to tell you. Google’s system is optimized around cost per lead. Sorry, cost per acquisition.

In your space, in our space, it’s actually cost per lead. You have to go back a layer, but Google doesn’t tell you that. Right? Don’t even measure six that you can import your your ROI into Google ads.

You can do that stuff, but Google that’s like hidden secrets that a lot of people don’t know. Right? There’s another USB, We know this stuff, right? So that we work with clients.

So when we do Google ads, we we measure success by ROI. True, did you actually make money and we link it to the CRM. So I wish I could show you. We have a client who has, this one, our u s p.

So we have a, CRM, So what we figured out is we take lifetime value. So when their patient closes, what we do is we we use Google as API and now we know the exact keyword that that close so we can tie revenue to that keyword. See how powerful that is? And then we can use that metric inside of Google ads to start optimizing campaigns.

That’s data driven. There’s our other that’s another USB, why you should choose us, and you keep on building on that.

Make sense?

Yes.

Yeah.

I just wanted to mention, I really love this method of selling because it makes it feel more logical. Like, look at the numbers.

Like, if you’re turning away from these numbers, then you’re actually making an illogical decision So I really like this method. Yeah.

I’ve never met a client who put me in front of an agency, put me in front of a if if I put me in front of a client, client, like, who works with an agency, you go through this, they’re gonna sign up with you. We still have a client Joe sent to us fifteen years ago. Right? And it’s not that we’re, like, super great at what we do is because we know the numbers, and we just, like, I don’t I don’t even like Google ads, it just once you once you know and you tell Google, I only want you to optimize campaigns based off of revenue using first click attribution to the original channel.

You you can’t lose, like, you you you’ll make money. Right? And then it’s just monitoring those metrics and going and just don’t over complicate but I didn’t invent this stuff. This is like stuff that was talked about in the forties and fifties.

This is direct response, pure and simple. It’s that, it’s that easy. Joe put me onto that, and study that art, study, and then you’ll start to see the patterns, and you’ll see how simple it is. Understanding a problem, offering the solution to solve that problem, separating yourself from the competition, monitoring these metrics, growing your list, selling to that list, sorting by lifetime value, most aware audience, that all that is is is the people, there’s two types of most aware.

There’s there’s the the the people who are on the fence, they wanna purchase with you. Maybe they were they were recommended by a friend or something. They’re convinced you’re the solution. They’re most aware.

They just need a discount. And the other most aware is that they’re on your list they’ve purchased from you previously. Find out who they are, segment by that. Those are your repeat purchases.

Those are your most of our audience, and then just hit them with discounts. That’s it. Where’s the thing on this? Do you see this right here?

I don’t know if you see my screen. Do you see this?

So this is brilliant. So this is like how simple it is. This is from IBuy direct. I purchased these, glasses, I buy direct, and every month I get a card offering a discount.

I’m most aware. I am their most aware audience I’ve purchased. They’ve segmented because I know I’ve made multiple purchases and every month I get it to a card. Hey, purchase again.

We’re thinking of you. Thirty percent off, forty percent off. That’s it. That’s all it has to be.

But there’s so much opportunity in that, right, because no one’s doing this anymore, but it’s as simple as that. That’s direct response.

Make sense?

Yeah. My takeaway oh, sorry, Esther. No.

No. Go ahead, Carla.

My personal takeaway from all of this is let the facts and the data speak for themselves. You know, don’t go down by, you know, I think that my problem is I kinda let myself I just, you know, I get in the way. Like, I just step away and focus on the facts. Like, I think it things are simple to you because you strip everything away and it comes down to the data and the facts. And so to you, it’s very crystal clear.

The benefits and the, you know, what we’re offering. But I think so many times, I, you know, my emotions get involved in my you know, my insecurities or whatever. Like, I bring all that in, I question, bring in all these questions that maybe, I’m making complicating things for myself.

I I work with copywriters because I’m not, like, technically, I’m not a copywriter. I’m a direct response marketer, and copywriters are much better. Like, I understand the psychology behind it. But there’s also there’s the it goes a layer deeper, but I focus on the basics and it’s not.

Some people it’s it’s just that you strip everything down as much as possible and you fold it works for us and it, other people like to be more creative. I’m not I’m not creative. I’m far from it. Like, I’m I just it’s not in my it’s not in my DNA. Right?

But it’s just, I know a lot of copy readers are, but, yeah, it just focus direct response as much as possible, study direct response as much as possible. I think you’ll you’ll like it. It’s all based on data. It’s really straightforward, right?

And then just strip it down and simplify.

It’s fine. When you think about it, all the stuff you can do? Yeah.

I love it.

And then you’ll start making money for yourself, and then you’ll realize, holy crap. Why why why am I not why am I doing this for other people? Right? And then then you get into the real fun stuff. And then it’s all about, you know, yeah, and then it’s about enjoying enjoying life. Right?

But I’ve screwed up a lot of times. Like, I’ve I’ve lost over a million dollars. So I’m not I’m not like trust me. I’ve learned I’ve made a lot of mistakes.

I opened up a clinic in LA, literally, I lost from that six hundred thousand. Right? I learned from my mistakes and it’s not I don’t know But that’s the beauty of of the process of direct response, even Joe’s process, you know, testing and learning that’s built into it. It’s baked into it.

Right? Everything you do is an experiment and you go into it, you build your landing page. You you don’t know if that’s gonna convert. Like, it tells us that should be, you know, long form landing pages convert.

That’s not true all the time. I know for a fact that we’ve put up pages and and like a paragraph converted more. It’s like, how the hell is this happening? Or an image we thought would work is it didn’t, or we were messaging was to a product of our audience, but it would they didn’t but then we put up a discount and everyone purchased.

You’re like, this doesn’t make sense. But now you have a control and you can get in there. You can start figuring it out. Right?

It’s not it’s not perfect, but that gives us to I screw up, I fail every day, right? Every single day, I wake up, I make mistakes.

You know, but what you’re feeling is normal. Don’t I feel that way. I hate, presentations. I don’t like presentations. I hate it. I’m I’m logical. I’m not creative.

Right? And I’m I’m what we call visionary. I’m not an integrator. Right? I have teams and I delegate all this stuff to them.

So it’s it’s very uncomfortable for me to do. Right? Because that’s that’s the way I’m just I’m wired.

But you so what I’m saying is those feelings you’re feeling normal.

Right? It’s completely normal. Right? It’s just everyone everyone thinks that.

Make sense?

Yeah. Yeah. Like, it’s, especially with my team, I hear that all the time. So it is tough, like, it does hit me, like, to hear it because I, it’s and a lot of people feel that in the space.

A lot of people think like impostor syndrome, you know, I don’t look like I’m not an expert. People are gonna think I’m an expert. I don’t know my stuff. Like all of that is completely normal and even people who are in the space who are experts and influencers, they all feel the same.

They’ll journal, they’ll have coaches to deal with those emotions, and that’s the trick. It’s like once you understand that everyone feels the same way, and everyone like, I don’t know. I’ll put you on a secret. I don’t know if you guys have noticed on the the slack channels.

I leave spelling mistakes on purpose. And I I do that intentionally because I’m dealing with, like, with, like, you you take those emotions and then you you make them work for you. And eventually you start building this, like, this wall where it doesn’t matter, and then you realize the world doesn’t care. Like, people that really don’t care.

Has anyone noticed those spelling mistakes I make?

See? Like, it’s like, no what, nobody cares. And it’s like, but I used it ten years ago, I would be so petrified and it’s, but it’s building in that stuff. Right? Like I said before, it’s a bit out there. But, like, I’ve gone to a grocery store, laid in the middle of the grocery store to see what people would do. People walked over me.

They don’t care.

I know it’s a bit out there in Farfetch.

It’s a bit wonky, but it just puts it in a perspective, right? But that’s why people get coached They they work with coaches like Joe said. The coaches aren’t teaching you the practical stuff. They’re teaching you how to deal with all these all these these feelings that what you have are normal. Everyone feels. Imposter syndrome, I think, is the biggest thing students deal with. Right?

But it’s normal. Just remember that Do it anyways. That’s the model. Right?

Yeah.

Anyway, sorry to go off on that. It’s during topic of mine.

Any other, yep?

What resources you would recommend to, like, start off learning direct response.

David Olegle, the one of the legends, the tons. Like, there’s, yeah, there’s tons of books. I’ll I’ll put up a bunch of options.

Yeah, but see, the USP is based off of this one’s scientific advertising.

That’s the whole USB concept where it came out. All, like, all of this stuff that were, like, the direct response, the rule of one. All of this stuff is is it’s just it’s been around for like the forties and fifties and just people are building on it they’re putting like the digital spin on it, but much smarter people figured this out way before. Like they would launch million dollar campaigns with paper.

They didn’t have, like, Excel back then. Right? So they had to simplify it. So one of the rules was you just you assign lifetime value to the original channel, such a simple concept, but today marketers think attribution, this that you have to have that.

That’s not true. Oh, you just need first and last. Use lifetime value, your attribution.

Second click, that’s gonna tell you which campaigns are closing. And then or your first click is gonna tell you as long as you link lifetime dot, like, it’s it’s so simple that we like to complicate stuff, right? We like to have all these different models and then Google says, Now you need AI. You need AI to do that. Yeah. It depends.

As long as you’re tracking ROI to the original channel and you’re using revenue then then it matters, But like how many people, if you guys know clients are using Google ads, I can guarantee that they’re using data driven, but here’s the here’s the messed up part. I don’t know. I’m sharing my screen. Right? So let’s say I send the they’re spending all this money and it’s a ten percent close ratio, right? And everyone’s thinking, oh, this campaign’s doing really well, and Google’s optimizing around this threshold because it’s sending you a hundred delays. Here’s the problem.

Only one of them or zero have booked. The client’s losing money, but Google doesn’t know that because you haven’t closed the loop. So Google’s optimizing around this. That’s what data driven is.

You have to pick the metric. It’s scary.

And everyone’s running around thinking everything’s working for them. It’s not because they’re not closing anything. They’re all shitty leads. I’ve experienced that.

Right? So Google’s optimizing for shitty leads because they’re not they’re not optimized running metrics that matter. Right? So imagine if you’re pumping you know, all of this money.

Now you’re getting into this and say you’re five, like, this I’ve seen this. Like, we did a Facebook campaign which on paper was really well. We generate thousands of leads. Guess what?

None unbooked.

Right? And every business owner you talk to, like, I I I literally, like, fired a client one time. I said, like, I’m not they’re like, we want you to do Facebook advertising. I’m not doing Facebook.

Why? Because I know it doesn’t work. Well, why do you know? And they I’m like, because those are vanity metrics, right?

But it doesn’t, it doesn’t, I don’t like Facebook anyways. It’s it’s like a long term play, but anyway, that’s a totally different story.

Sorry to rant.

No problem. That was really helpful.

Yeah. Thank you. But have fun with it. Right? Like, I’ll I’ll give you some resources on it.

Like Joe’s training, obviously. That that’s peer direct response as peer, computers are copywriting. That’s amazing training. Like that that studying, that’s where I started my training.

And then like Joe said, she mentioned to me as well. Study response, the Grates, your David will hold these.

And you’ll notice, it’s it’s pretty straight. They all preach the same stuff, right? And then just, and then you’ll start to you’ll start to see a pattern and give it a couple of years, but it’ll sink in, right? Then you’ll start looking at stuff and saying, oh, that’s this stage of awareness.

Oh, this is stage of awareness, and then you’ll get mail. It’s like, oh, sign up for everything like every I get so many letters and it does my swipe file. Right? It’s you everywhere you go, go to a national enquirer and sign up for all those little things at the end.

Those are direct response marketers. They know their stuff. And then watch what they send you and step back and start analyzing it. Right?

All of those place. What’s another one? Like, what’s another one like inquire? All those book, look at those those full page ads.

They’re making money can guarantee it. Those that’s a lot of money to be put in there. They know what they’re doing. That’s peer direct response and see what they see what they sense, see what they do and learn. Right? I love doing that, so.

Cool?

Very cool. Thank you.

Yeah. No problem. Any, any any other questions or Okay. Yeah. So hope that, yeah, I hope it was helpful. I look forward. Put up the anything anyone wants me to look at.

Like, put it up in the channel and, Oh, do we get a I do have a question.

Do we get a, do we get the competitive analysis template? Will you be sharing that?

I can. If you want, did you wanna copy of it?

I mean, yes, if you don’t mind.

Of course. No. Of course. Any, the competitor analysis, anything else.

I’m gonna share the, let me show the oh, yeah. Actually, this is a good one. Let me show you guys because, you know, Joe talks about your spit draft and wire for me and whatnot, and when you’re doing your, when you’re creating your pages. So this is what to do.

Do do do do bear with me while I open it here.

And then the survey data, you know the training on that where you take your survey data, you put it in your messaging, and then you take you apply proven copywriting formulas after that?

Yes.

Okay. So that is the so that the concept that we went over will share the whole wireframe with you.

But we have, all of the pages mapped out. And then it’s just really the, the what versus the, the how. And then you just focus on what you wanna say. If it’s yours.

Yeah. I’ll take it out for you later, but it’s a whole, it’s a whole sequence that, anyways, I’ll share it with you. I thought I could find it I’ll share all this with you. I’ll share the competitor research.

I’ll, what else? The, this bit draft and wireframe, the survey questions, that we have. So we analyzed all of the, every copywriter known. We we they all have questions that they ask and then there’s also story frameworks.

So we have the we can pile this massive list of questions that are designed to get a a response from different people. And then you can pick and choose which ones you want, and you can ask those. We’ll send those as well.

Okay. Great.

And then just having fun with it. Right? And, but anything else, anything else you want me to look at on the forms? Like, yeah, put it up, and we can, Happy to look at it too. Oh, we’ll send our, the UVP, sorry, the avatar that we use as well.

Okay?

Thanks, James.

Okay. Thanks, everybody.

Bye. Bye bye.

 

A Crash Course in Optimization for Copywriters

A Crash Course in Optimization for Copywriters

Transcript

Today’s training though is if you look at that sunshine growth model that we talked about in the intensive freelancing, it’s on the skills side of thing, and this is skills that you sell. So the skills that you sell are copywriting services, whatever, whatever, whatever. These are the skills that probably turned you into a copywriter.

Then everything else, on that sunshine growth model is all business y stuff.

So we rarely need to really talk about this at this level, talk about skills at this level.

However, I’ve been getting a lot of questions lately around optimizing. What do how do I optimize this thing?

And as we’re talking about a retainer offer being built on your standardized offer, the retainer again needs to mat it needs to build on the work that you did in that initial standardized offer, and the way to build on it is not by doing a bunch of new work, but by optimizing the work that you did. There is definitely a desire for that work out there for you to optimize.

So just keep that in mind. Suspend disbelief if you’re like, nobody really wants me to optimize. All they want is for me to keep churning out more work. Well, that might be that you’re possibly doing, working with the wrong clients to begin with. But what I wanna talk about today then is how do we optimize a thing? How do you start optimizing something?

And it’s tricky. Right? So we’re all gonna come at this from different angles, different amounts of experience.

So bear with me if you’re like, this is, obvious, Joe. I’m not trying to start at an obvious place, but I am trying to, like like, level set, like, where just make sure we’re all starting from the same, same place. So before, so backing up for me, when copywriting started to actually really click for me was when we started split testing it when I was at Intuit. Prior to that, it was a big guessing game, and I felt I felt frustrated by that.

I didn’t wanna guess at it. I don’t like that feeling. I don’t like that someone else can guess at my job and possibly win against me. There’s a little bit of competition there.

But if someone else can say, well, we should try it this way instead, and it’s very hard as a copywriter to say, no. Let’s not do it that way. Because then they go, well, why not? And it turns into a bit of a, a challenge I found. And maybe this isn’t your experience, but it was mine when I was in house at a big tech company.

Why are you right was always the question. And then when you could start testing it, then you could build up that, like, this is why I’m right because I’ve been right on these ones, and, here’s what we learned from it, etcetera etcetera. So it turns your job from this guessing game into something that’s really, measurable, and you know. It’s not just that others know, but you know if what you’re doing is performing well.

And that’s really important for a lot of type a’s. If I don’t know where everybody sits, but it’s pretty it’s I think it’s important for everybody. I can only speak as someone who is quite type a. For me, it’s very important to know how it’s working and to be able to say, this is what I did.

I rock. And I wanna have that experience, and I want everybody to have that too.

When I’ve been teaching optimization before, again, it doesn’t have to be experimentation all the time, but in most cases, it should be. There has to be a form of measurement going on that’s reliable, so keep that in mind. I was teaching one of my Boxcar team members, back before she was at Boxcar. She was, still at the other agency as it was wasn’t called the other agency.

It was called CH Agency, but she was there. And she was really frustrated with with testing and how to do it. And I said to her, it got to the place where in our conversation, I said, look. If you start from a place where you understand everything is always a little wrong, if you understand that you’re never right, then you can start optimizing.

Then you can, like, explore what that means, that nothing is ever right. If that doesn’t help you, throw it away. But if it does, just try to keep that in mind that we’re not aiming for perfection.

We are always challenging the thing we did before because the thing we did before was an educated guess. And in control even though it’s never been, like, tested as a control. We just control even though it’s never been, like, tested as a control. We just call it the control because that’s, like, the language you use when it’s really variation a, not a control. A control is typically just for everybody who doesn’t know, and that’s cool.

A control usually has to be, put up against something else and then beat it. You can’t just say my home page that I created on the clear blue sky is the control because it’s not it’s it doesn’t fit into a control. It’s a variation a. It’s a starting point.

It’s a. Now we’re gonna create b against it. The headline on that page is a. Now we’re gonna create headline b and test it against it.

It’s not the control. We just it’s just, like, easy language to say, but what we really do mean is variation. A.

A control is, like, a respected thing. You want to beat a, like, proven control. And when you can do that, that’s a really good thing to, like, to brag about if you’re looking for that. But what’s important to keep in mind is that everything that we’re up against, everything you’re trying to beat, including the own work you did, was likely an educated guess. So So what I want you to do right now, just, like, take a few minutes and chat out to me in chat out to all of us In the most recent project that you did where you wrote copy, what did you guess at?

Just chat it to everybody. What did you guess at?

I’ve listed a few of them here. These are those yeah.

Nobody guessed at anything? Everything was perfect?

Value prop headline over SEO optimized headline on a product page. Okay.

So the headline, what it was about, how it was messaged, what formula to use for it, what VOC to pull in for it, Those are four things that you guessed at.

An SQL sequence without a CTA. They wanted no CTA, and then you gotta talk them out of that shit. That’s bad.

What are you gonna do without a CTA?

Caroline guessed at the biggest reader desire. Johnson guessed at target audience’s main points. Even if you can interview even if you can interview, you’re guessing. Do you you come up with a list.

You get all this stuff out of an interview, and then you go through and go, I think that one. And that’s how we choose. I think that one sounds best. And that might not be true for what you say.

You might prioritize what to say in a way that feels calculated and scientific, but how we say it is almost no. It’s always guessed at. It’s always a guess. Headlines, stage of awareness.

Right? Which stage of awareness do you lead with? Take a guess.

The freebie use? Yeah. What offer? How do we message the offer? What do we lead with in the offer?

What’s the most important thing? What’s the headline for the offer? What’s the cross head there? What’s the call to action?

Is it a call to value? How do we message that? Every single thing. Everything, the format, how you talk about it.

Should we say on the page that it’s a video or that it’s a PDF?

Should we say on the page that it’s a video or that it’s a PDF? You have to say. You have to guess. You’re guessing. So that’s okay. Knowing that that’s true for everybody.

We are data driven and, like, data informed, but we are guessing from top to bottom. We’re better guessers because we’re informed, because we don’t just, like, stare at a blank page and start throwing stuff on. That’s really, really bad guessing. That person shouldn’t be allowed anywhere near marketing. It’s too too much guessing. But we’re still otherwise, we’re there’s still an element of guessing in every single thing that you do.

Jessica has more. Yep. Open loop at the end of email too. Should we do that?

I don’t know. Should we? Okay. Let’s do it. I have a guess.

You might a hypothesis is still a guess. A research question is a guess phrased as a question. So know that. And once you recognize that every single thing that you write is guessed at, and that that’s okay, then you know that if I guessed at it, then there’s gotta be a way to beat it.

Right? It’s gotta be another, possibly better guess out there. I can learn more. I can do more.

There’s a better guess because everything is always a little wrong. Nothing’s ever a hun there’s nothing that’s converting at a hundred percent out there at scale. Maybe a hundred percent one to one, but not not at scale. So and we work at scale largely.

Okay. If you didn’t chat out something you guessed at, I hope it’s because you couldn’t think of it, not because you believe that you don’t guess at things. We all do. We all do. I’ve made a very good living out of guessing at this stuff.

And we can guess better and better as we go, but it’s a guess. Okay.

So this week for this is just one part of what we’re gonna be talking about when it comes to optimization and how to beat variation a in most cases, the control in some cases.

What do we need to start with? So most of the time, copywriters are as guilty as any marketer on the planet of jumping straight to copy. Here’s the copy, and that’s why a lot of us feel imposter syndrome. It’s because you’re so certain that the copy was wrong that you then worry like, oh, that’s gotta be it. Shit. I really blew it with this copy.

We don’t start there. Sometimes you can quickly analyze and go like, oh, who let the f word slip in this headline? Maybe that’s a copy problem. Maybe we shouldn’t have done that.

But it’s that never happens. That literally that never happens. So what else is it if it’s not really obvious report. You don’t have to read the analytics report.

You have to ask for it. You have to say, show me this, or does anybody have the numbers on that? Here’s a data point that we need to see. Here’s the metric that I need measured.

Who can help me out with this? You can guide people. You don’t. Your job is not to be a data analyst either, but you do need to get the numbers.

Before you come up with any sort of hypothesis for what to do differently in the next iteration before you come up with a research question, You need to know what the pages or email or ad or whatever funnel is, being measured on. And there are two parts of that. K? There’s the KPI.

Again, if you already know this, just be like, it’s okay. Some people don’t know this. So just roll with it. KPI is a key performance indicator that’s indicator that’s typically a higher level business y goal, but not so high.

It’s not like grow the business. They’re lower than that. And then metrics are subpoints for that. And, also, sometimes, a metric can be a KPI too.

Just keep that in mind. But we have KPI, key performance indicator, the thing that you are specializing in, the offer that you’re putting out into the world. And I know this is newer to Copy School Pro and talked about more in the intensive, and that’s why you’ve been invited to the intensive so we can talk about the same things the same way.

What you’re putting out into the world has a way of being measured. There’s success metrics associated with it or else the business wouldn’t hire you for it. Businesses have better things to do with their money than just throw it at random freelancers and say, well, I don’t know. Hopefully, something good happens.

They’ve got an idea in their head. Right? So we need to identify what the primary key performance indicators are for the offer we’re putting out into the world. And then what those supporting metrics are for each of the KPIs so that not so we can, like, identify what to do next, but so that we can keep a good handle on how the thing that we made is actually performing so that we’re not busting something that’s not close to or we’re not trying to fix something that’s not broken and in turn breaking it.

So this is the general checklist. You need to identify It’s usually a lot of KPIs the more you think about it, so try to just narrow it down to three KPIs. If there are two, that’s cool. Then two to three supporting metrics for each KPI.

We’ll get into metrics on the next page. You’ll see that there are a lot of metrics, and this is, like, a small list of the many metrics that are out there. So we need to tighten everything up, and that’s why it’s good to specialize and have a single standardized offer that turns into a retainer offer. So you’re always so you’re becoming an expert on these three KPIs as they relate to your offer, and you expertly know how to use the metrics, how to measure them, who you talk to versus having to know everything.

And since copy is everywhere in marketing, in sales, in product, it’s everywhere, the metrics are endless. There’s endless questions you could have if you were a generalist. There are far fewer questions that you’re required to answer if you’re a specialist. So we need to come up with those metrics that matter.

That means the real ones. If it it only matters if it matters.

Keep that in mind as you’re moving forward. When it comes to optimizing anything, it only matters if it matters. You can get a lot of questions thrown at you as you optimize stuff. What about this? What about that? It only matters if it matters, and you know it matters if it ties back to one of your key performance indicators with the metrics underneath them.

Now I have here that you should map the KPIs and MTMs on a triangle simply because we’ve been talking about triangles so far. But the golden triangle, we have your diagnostic that might have looked like a triangle.

It doesn’t have to be a triangle, but I’m trying to just when you see triangle, know it means model. Some sort of model, some way to look at things, in a controlled way that isn’t just a table that feels changing. You need it to look like it is the final version of a thing.

And that’s important as signals to your client going forward that, like, you’ve got this handled. You’ve thought about it a lot. You’ve put in the legwork. They don’t have to think about it.

Here’s the model. Here’s how it works. K? So we come up with that triangle, which we’ll talk about, then you need to educate your client on that diagnostic.

So when they hire you for the standardized offer and the retainer offer, ideally, that follows it, you need to be able to walk them through. Okay. Here are the KPIs that we usually are measuring for when it comes to this offer, this way, this thing that I’m doing for you.

Here’s why. Here’s what we’re gonna measure to make sure we’re on track. Now should we talk through these KPIs and you can, like, walk them through that, get their buy in on it, help them see that you’re the expert because you’re leading with important stuff that businesses talk about, like KPIs and metrics. You’re talking about measuring.

You’re not saying just things around voice of customer data, which is great data, but also the quantitative side of it. So qualitative, cool. You know that in and out. Quantitative is where you’re asking them for that data.

You’re talking with them. You don’t have to go in and run the report. Just as another reminder, if you love data, you can go run the report. Add that in as an extra layer of service.

Cool. Charge more, though. Then you wanna measure those metrics at regular scheduled intervals.

A big mistake people make who have not been coached through how to do conversion rate optimization is they, measure whenever they feel like it, or they don’t have it in their calendar, like, diarized.

And so you’re just like, oh, shit. I haven’t looked at that test in a while. And then you go look at it, but you haven’t been doing it on a regular basis. So it’s very it’s like in a lab, if you put stuff in a beaker and walk away and then come back three minutes later and measure it and then come back three months later and measure it and try to do anything with that, anybody would be like, you just lost your grant.

Like, you don’t know what you’re doing. Please stop. So we don’t wanna do that. We wanna do regular scheduled interviews for or intervals for, the things that we’re measuring.

Okay?

And measuring month over month and year over year, which can be really tricky because a lot of the stuff that we’re standing up doesn’t have a year over year, barely has a month over month.

So know that that’s difficult. But as you move forward in your retainer, you are looking at month over month performance and year over year performance, not hour over hour. That’s that’s really far too narrow. It would do this up and down, up and down like crazy. We don’t want that. We wanna look at things in controlled, disciplined ways because that is what we do as consultants.

And then we wanna report on progress toward KPIs.

So when you do, we’ll talk about this in the intensive freelancing.

When you do present your results monthly to your clients, you don’t have to dig into here are the six or nine, metrics, but rather here’s how we’re progressing toward these three KPIs that we have. And then you can support it. But we wanna stay higher level when talking to our clients because the lower and deeper we get into it, the more murky it becomes, and then people try to draw insights from it. Like, oh, no.

Our click through rate is changing, and it went down. Let’s all go look at the call to action. Like, pause. There’s so many things that could be happening here that we wanna keep the client up, There’s so many things that could be happening here that we wanna keep the client up at KPI level.

That’s where they wanna be. They didn’t hire you for a better click through rate. They hired you for a result, so we keep them at the result level. Is this making sense?

Cool. I’m talking a blue streak, but but, hopefully, it’s okay. Alright. Cool.

So, yeah, I had a whole mind map. It’s already twenty five minutes into this, and there are so many more things to discuss. So we’re gonna we’re gonna finish off this worksheet, which I the page numbers aren’t updating automatically. Sorry about that. So this is not page page two. We’re gonna finish this off and then just know that going forward, we’ll have other sessions on, like, okay. At this level, when there’s a bounce rate happening on a long form sales page, what might we do with that data?

Unlikely. Maybe bounce rate would be important. Anyway, we’ll get into that.

So you need to identify what your KPIs and metrics that matter are for your standardized offer.

You can understand that if you don’t have a standardized offer and just to be clear, a standardized offer gets measured the same way your retainer offer gets measured because they’re building on each other. Well, the retainer offer builds on the standardized, so, of course, your retainer is constantly trying to improve the results that come out of the thing that you did up front, that project.

So they both have the same KPIs. They both have the same metrics that matter. These are unchanging things during the course of your retainer. It’s not like suddenly you see engagement is way up, but that wasn’t a metric that matters.

You don’t start reporting on engagement being way up. That’s cool. That’s nice. Maybe change your model in the future so it it reflects engagement as an important metric, but you don’t start reporting on it suddenly.

Just just know that we only wanna report on things that matter to the client that they agreed on. That’s how they’re gonna see value in you and feel like you’ve got this under control.

Okay.

So I want you to just take a couple minutes. We’re gonna go through this. Try to think of your standardized offer if you’re not there yet. Think about the project that you most commonly get hired to do or that you most want to do going forward, whatever that thing is that you’re going to be creating and then optimizing.

What is the number one goal that your client has or is likely to have for that thing?

Write that in.

I have a question about this.

Can I ask it now because it’s relevant, or should I wait until afterwards when you’re done with the whole Oh, go for it?

Let’s hear it. Okay.

So in the most of the companies that I’ve worked for, they measure things differently, and this is especially relevant for different sized companies. And I would say that the kind of ups more upscale company that I would want to target, they’re definitely gonna have, individual metrics that they use Yeah. That their own data science team, creates, especially if they’re measuring the quality of the lead. And when when I mean qualitative data, I mean, quantitative qualitative data.

Like Sure. Sure. How long they are are around. Right? Yeah. And then also these metrics are gonna go out of date.

Like, I don’t know anyone that I work with that uses CAC anymore.

But, like, ten years ago, everyone was people that still use CAC so completely.

But keep going. Keep going. Just know that there’s a Like, MQL. Gigantic world out there with businesses doing all sorts of things at all sorts times. Okay. Keep going.

So I feel like if I come in and say, we’re gonna measure this, they’re gonna be like, don’t tell us what to do. We measure this because we have our whole, like, we have our whole, like, Tableau set up, and this is how we measure things. And this is what’s important to us us because this is our model.

And, like, you need to adapt. I feel like it’ll come off as very aggressive and, like, not customer serving.

Nope. Okay. Although it depends it depends on how you do it. Right? You go in and use buy in isn’t me telling you clients what to do. Buy in is getting is showing them, like, okay.

I’ve done this. They you come into the conversation knowing where everybody knows that they have, that you’ve done this before. K? You’re not here to guess at it. You’re not here to do whatever the client wants you to do. You’re here to help them get the result that they’re looking for.

You measure the work this way. Now do they agree that the primary KPI for the thing that they’ve just hired you for is x?

If they’re like, no. That’s the secondary KPI. Here is the top one. Then you just turn the triangle for them.

But you have to have the three key, performance indicators on there. You will know what those are. I don’t care how different businesses are. There’s a CMO at the top of it who is doing the right things for their business and is thinking of the same KPIs for their different departments within marketing, the CTO, or the chief product officer, or whoever also has certain KPIs.

And those are not such changing things across organizations that we need to be afraid or, uncertain that we can come in and say, here’s how I measure success.

Here’s why.

What do you think of that?

You need to be able to consult with your clients. And I would say, if it feels too aggressive, try it because that’s how consultants actually come in. Someone comes in. Perna comes in. She’s charging a hundred thousand dollars for a project.

If she comes in and goes, how do you wanna measure it? What do you want this to be like? Now I’m like, what did I hire you for? Why am I paying you all this money if I’m the one who has to make up all the rules as we go? What I want is for you to take this outcome that I’m looking for and make it happen for me in a way where I feel very little effect of it other than smiley faces every time I look through your report at the end of the month. That’s what people are looking for at a higher level when it comes to copy that converts.

Social media posts are another thing. I’m not in the business of social media posts or other ways of creating content.

I’m talking about real copy that people are looking for that does the thing that the business needs it to do. Does that make sense, Naomi?

But, like, even in terms of, like, lead quality. Like, I’ve worked with companies that use lead to sale. I’ve worked with companies that you I don’t even remember. It’s ATV or ACV. They had their own metric. Mhmm.

And so, like, if I use lead to sale, one company would be like, well, we never use that.

So wouldn’t it make more sense to be a little bit less specific and say measure quality, based on how you measure that. Because when I say MQL for one company, they’re not gonna take me seriously because they see MQLs as sort of garbage leads and sort of, like, not super high quality. This is based on, like, my own experience. I’m sure it’s different elsewhere.

It’s clearly based on your experience, and that’s good.

Great. That’s a real legit experience. It’s not reflective of an experience that I go through in these scenarios. So I would say, how is it working for you when you go in and the client does the leading? How is it working? Are you able to close fifty thousand dollar projects, or is that a scary number?

It’s not a scary number for me. And I do go into these organizations and have these conversations, and no one says you’re overstepping.

No one has said that to me since I was at Intuit, and I had to just go into the consulting world where they line up for it. So I would I would say how is it working out for you when they get to dictate everything about how things are gonna be be measured and stuff like that.

Really, like, analyze how it’s working.

And it’s okay if you go into an organization and they’re like, we don’t use MQLs.

Anybody who is, like, laughing about that or thinks it’s outdated, I feel like they’re they’re probably not very professional if they go into a space and go, like, nobody uses MQLs anymore. Like, no. Like, lots of people use MQLs still, like, the vast majority. And whether they see it as a garbage lead is really on, like, them. It’s got nothing to do with and you don’t have to also, nobody’s saying for you that you have to go in and say MQL is the metric that matters here. If you know this, if the people that you’re selling this to don’t it means marketing qualified lead, and then there’s sales qualified lead, and that’s an SQL. So if you go into these and there’s other types of qualified leads that gets it gets detailed when you’re dealing with product led growth versus sales led.

So there’s also just stuff going on there, but just know that it’s okay that you might measure things differently than your client does. This isn’t about trends. It’s not about what the latest thing is that people care about. Cost to acquire a customer is always going to be a critical, metric.

It doesn’t mean you have to call it that. Call it whatever they call it then. You don’t have to fill in the metrics with them. You can say these are the three KPIs that I’m generally measuring for.

Do you agree with these that these are the three outcomes you’re looking for when you’re hiring me for this? Yes. We do. Cool.

I know businesses, measure these things differently. What are the two primary metrics you use to measure this KPI? Me through that. And then you can draw that on the model.

But what I don’t want you to do is shy away from taking the lead and saying, this is what I do. This is how I do it well, and then talking with the client about that. Does that make sense, Naomi?

Yeah. For sure. For sure. I can, like, outline the metrics that I use. But my idea would be to go in and say, okay.

We’re gonna measure leads. Do you measure MQLs? Do you measure leads, or do you measure opportunities? And then have that as one side of the triangle and then say quality.

Do you have a metric or quality that you have, like, as an algorithm? And then have that as one And then ask them specifically, like, do you have a specific metric that you created with your own algorithm, or do you use something in like, what would you use? And then add that later on rather than coming in specifically and using something that’s not actually programmed into their database.

For sure. That’s great. We’re totally aligned on that. Just make sure that you’re guiding the conversation and you go in there knowing what your standard KPIs are, what the most common metrics that matter are so that when you’re guiding them through this conversation, they might also stare at you and go, I don’t know.

Not because they don’t know, but because they’re trying to figure out what you like to connect a dot between what they wanna share with you and what you want to hear from them. So when you’re asking those questions, it’s good to have a backup that’s like so here’s an example of a KPI that we use. Does that match what you use for this or what you had in mind for this? Yes.

It does. Okay. Perfect. And if it doesn’t, then they can say that at the same time too.

Cool. Something wrong.

Because if I’m speaking yeah.

If I’m speaking to somebody who’s more product marketing oriented or more brand oriented, like, sure. I can come in with very specific data and lead the conversation. But if I’m coming into somebody who’s a campaign manager, then I wanna make sure that I’m speaking to them on their level and Sure. Sort of engaging them in the conversation.

Hundred percent. Love it. Awesome. Cool.

Okay. Excellent.

Did we get our primary goal for your offer? Does anybody wanna check that out, what they or just share it?

Everybody timid about this? It’s okay.

Nobody got what’d you do? John said you’re looking down at your page.

K. Naomi has conversion rate. Awesome.

Jessica?

Is it okay to ask a question?

Sure. Katie, you have increased lifetime customer value. Nice.

Web traffic. Yeah. That’s a good KPI.

High level.

Jessica, are you asking it or what’s that?

Oh, yeah. Sorry. I wasn’t sure when you wanted me to ask.

So I was gonna Go for it.

Go for it.

Sorry. Okay. So with the seasonal sale, right, conversion rate? Yes.

I’ve been looking more into the, attributable revenue, but that’s not I guess that’s not the word. But, anyway, the one where I’m kind of struggling, though, is the idea of instead of just general ROAS, which was really big when I was working in house with my ecommerce client Yeah. It seems to me that given my specialty and what I would like to do, that new customer ROAS would be an interesting metric. K.

But where I’m getting kind of stuck is if they have a high lifetime customer value, right, and it’s so a really high one, then they might be able to spend a little bit more with their ads and invest a little so they’re so the ROAS on a new customer may not you know, they may be able to lose a little bit.

Right? Yeah.

Yeah. So I guess that’s where I get a little stuck in the muck of KPIs and all that because given the especially, it seems like it comes back a lot of times to lifetime value. Based off of what they can get long term, you can make different decisions in the short term for the seasonal sale. And that’s where I’m kind of struggling with what how to standardize, I guess.

So that’s where I mean, a lot of experience will help with that. Like, the more you go and try this with different groups, but also your perspective on it. That’s why specializing on the sunshine growth model is right next to thought leadership. Like, the two work hand in hand.

So if you draw a line in the sand and you say, look, I work with clients or with brands that are spending money to acquire new customers and have high lifetime value, or customer lifetime value, that’s who you work with now. That’s what you build thought leadership on. You say you’re gonna lose money on the first one. And by the way, you’re not the only person saying this.

Like, every ad agency we talk to is like, oh, no. No. No. You need something further down the line because you’re gonna barely breakeven on the first ones.

So but that’s cool. Why not draw a line in the sand and say this is this is the case? You need to be willing to lose money on that new customer acquisition in order to upsell them on things later. So you have to have a high customer lifetime value that is realized after that first purchase.

Okay. Okay. So that’s an acceptable option. Okay. I did not even think about that with the thought leadership, so you’re right.

And thank you for pointing that out.

Cool. Awesome. Good question. Okay. So I’m looking at time.

A bunch of metrics listed here, all sorts of them that matter across different things for different businesses. Some businesses will care a lot about some of these and others will not. Some of the work you do, this will matter for it, and some of the work, it won’t matter. The way attention and attraction are written together really mess with my head. Did I spell one of those wrong? I couldn’t.

No matter how many times I read that over, I’m like, there’s something wrong with that. Anyway, it’s messing with my eyes, and has ever since I started working on this.

Then there are conversion sales revenue. So are you working more closely with sales, with the sales team, or more with the product team, or more with the marketing team? That’s gonna vary based on what you’re doing. Obviously, cart abandonment is more for ecommerce than it will be for SaaS. But you may still find some people who work in SaaS and say cart abandonment largely because they came from an ecommerce background, which is very, very normal. So just, like, be ready.

Be ready to not be too shocked by the number of things that you may hear in an organization. Not everybody is running at an expert level. So that’s important to keep in mind when you’re like, what did they mean by car dependent meant when we’re in SaaS? Just like, oh, they just meant this.

They meant that. So keep that in mind. And then there’s way more to this. I don’t work in engagement referrals or necessarily sometimes in retention, but I don’t, like, even consult with people on this side.

So I didn’t have a lot of metrics to list out here, so there’s probably more if this is the thing that you work in. Just keep adding to it and know that these lists are not exhaustive. The reason they’re in here is to help you if you’re like think I know what one goal is.

And I think I know how they measure that, but there are, like, fifteen things that they use to measure that goal, and they’re all listed in here, then you need to decide what the most important ones are, the metrics that matter for the work that you’re being brought in to do. So this is the sort of thing you’d wanna fill out. It doesn’t have to go in any sort of order. Like I said, depending on what their primary KPI is, you just, like, tilt tilt the triangle around until the one that’s number one is, like, up at the top if that even matters visually. But just keep that in mind. This doesn’t have to go in any certain order. It sometimes does go clockwise.

Cool. Sometimes it has the flat part down at the bottom. Whatever. That doesn’t have to be drawn as a triangle either, but what you want to do is be sure that you’re able to talk your client through how you do it.

So let’s say that a standardized offer is for an ad funnel audit. When the ad funnel audit is done, there’s a road map of optimization tweaks that gets produced at the end of the ad funnel audit. So this is an example. Okay?

The example.

What might that person do if that was their standardized offer and the retainer that comes out of it? Great.

They could have and they talk they go into the conversation with their, client talking about this. Right? So the KPIs that are most common when I’m doing an ad funnel audit and then the work to optimize that ad funnel, they are more leads, more calls booked, and greater profitability. Does that match what you’re thinking?

And they look through it, and they might wanna unpack. Okay. What do you mean? Like, how would we even measure more leads?

Great question. There’s lots of ways to measure more leads. We typically use impressions and click through rate. And they’re like, oh, just to your point, Naomi, they’re like, no.

We don’t use that. We use blank and click through rate. Okay. Cool. Let’s do that.

We’re aligned that those are the two ways we’re gonna measure more leads. Yes. We are. Perfect.

Now let’s move on to more calls booked. What we’re looking at, because this is on the landing page in this ad funnel, is bounce rate. Are they staying on the page, or are they abandoning it? And sales demos booked.

Does that match what you would like to how you’d like to measure success for more calls booked? Well, we definitely need sales demo booked. I don’t know about bounce rate, though. Is that the most important thing?

And then you have a discussion with them about why that is. And then we get into greater profitability, cost to acquire, and cost per lead. Those are the key ones that we’re typically working at working with. Naomi, to your point, they’re like, we don’t say cost to acquire customers anymore.

Like, okay. Fine. What do you use then? Great. We’ll use that, but we’re good with cost per lead.

We say dollars spent per lead. Okay. Fine. We’ll call it dollars spent per lead. Are we good with that?

Yes. We are. Cool. This is how we’re going to measure success going forward. At the end of every month, when I report results to you, you’re going to see these KPIs on the page with month over month.

And once we get there, year over year data. How does that sound? So we can actually measure how this is working. Cool beans.

We’re set. Good. Now you’ve walked them through that.

Everybody is on board with it, and you’ve also addressed things that aren’t, that don’t match what they typically do, which is good for anybody who is maybe of a large organization that does have a data team.

Okay.

We’re really low on time here, but what I want you to do is once you’ve completed this this is homework. Once you’ve completed this triangle for your standardized offer with the metrics that matter, it’s not set in stone. You’ll change this. The sunshine growth model has been coming together for, like, four years, so it changes over time.

It changed from the beginning of the, CopySchool Pro. We didn’t even have those four categories. So it will change. That’s okay.

That’s why we use Canva so we can always be editing things. So it’s going to change. That’s okay. Just start with the metrics that you believe matter.

Then this is where we start to think through. We’re not gonna get into it today, but this is where we start to think through. Okay. Now that I know how we’re measuring this, what can I do to start chipping away at systematizing ways to optimize that metric?

So for that metric, I mean. So let me skip ahead. This is the blank one for you to fill in for your own triangle or whatever diagnostic you use. This is what we’ll start to use to identify areas of opportunity for optimization.

So if we’re like impressions, again, if they changed if the client has changed it, then you change this too.

Impressions is how where is one metric. So what are things that could impact impressions? Well, the audience might be too narrow, too broad, or whatever. The image might be impacting impressions.

Maybe it’s a video, and it needs to be a static image or maybe the opposite, a hook or a keyword. Now we don’t wanna list every possible thing. That’s what a full mind map is for. That’s what I’ll share with you down the road.

All we really wanna do right now is start saying, like, okay.

If I implement this, what might be going on when things aren’t performing well or when they’re performing really well? And this will mean referring back to your list of guesses. Right? Like, you made guesses at every stage.

What did you guess at that could be impacting positively or negatively bounce rate, for example. Well, the headline, I guessed at the headline, so it’s maybe that. It’s the I guess, at the formula that we use for it, I guessed at the message, I guessed at how. So headline could be doing it.

Could be trust factors because that’s what bounce rate is largely about. Do people trust you when they landed on that page?

Load time is also another one. Right? So you’ll work through these. And then when you’re going through and doing the measuring and bounce rate is high, now you can say, okay.

If bounce rate’s high, we don’t worry about that or that. We only worry about these things. Let’s look at these things. And that’s how we can start to put together hypotheses for what could be going wrong and what we could do instead.

So you’ll fill that in, and then there’s all these other pages where you can then take every one of these you have. This is a lot of systematizing, but it does mean if you do this work upfront, then when the time comes for you to hire somebody to help you with optimizing, you train them on this. And you say, like, okay. These are the six metrics that matter.

These are the things that are probably going on if that metric is underperforming or if it’s doing really, really well. So if we see that click rate has gone through the roof, it’s amazing, Then we’ll look at offer and CTA and develop hypotheses for those. How do we develop hypotheses for those? We go through and we fill in one of these for each one that comes underneath this table.

I’m scrolling around a lot, but you can see here we have impressions, audience, impressions, audience. We wanna list out all the things that could be going on with audience that is possibly affecting impressions. Is the audience too narrow? Is it too broad?

Is it too new to us? It’s different from what we’ve been doing successfully. Is there no look alike as a starting point? And, again, that’s kind of moving toward towards, like, a new to us.

Too close to our existing list of nonconverters. Like, they’re just bad even though they reflect a lookalike. Too hard to reach, etcetera, etcetera. So we start brain dumping what might be going on there knowing that it usually comes down to these things. Either there’s a wrong x, wrong tone, wrong wrong voice, wrong message, wrong framework, wrong formula, wrong audience, changed all of those things again so the audience we thought it was has actually changed.

Changed seasonality, that’s a big one too. There’s no x. There’s no one upper. There’s no CTA on that one admin that you were men that you’re mentioning.

No CTA, or it’s a weak CTA. It’s get started when it should be more of a call to value. So it’ll come down to wrong, change, no, or weak, and then you fill in anything after that. Then it’s too much of something.

Too narrow, too broad, too many, too few, too clever, too timid, too different, not different enough. And then there’s, like, this kind of bucket of other random shit that could also be true. It’s introducing a new something, a new component to an offer that is unnecessary, new friction in form fields. It’s introducing new anxieties by saying something about trust when nobody was even thinking about trust.

And, oh my gosh, should I trust these people now? It’s swiped, not strategic. That’s what most junior copywriters are going through or guest steps. That’s also what most junior copywriters are going through.

Like, I like this headline, so I wrote it. Well, that’s a guess, and we can really say, like, no. No. That’s probably what’s going on, or it’s ego based.

Someone, the highest paid opinion said this is what the headline should be. You all, like, put your your head down and went, okay. Let’s make that the headline. But you know that that was ego.

Or it was you. You wrote a poem or a email.

Nobody gives a shit about your poetry. So don’t write a poem. Go back and write something that matters for the customer. So that’s what it’s likely to come down to. It’s kind of like an absolute crash course in things that could be going on that are negatively or positively sometimes affecting whatever your goals are or the metrics that matter are underneath those.

I’m gonna stop there because there’s a lot here as I knew there would be, and there’s even more planned. This is this is scaled back. But, hopefully, that is helpful to you. Yes. This is in the Slack under copywriting advanced in that channel if you couldn’t find it. Do you have any questions, thoughts, concerns?

Yes, Katie.

Okay. I’m gonna preface this by saying I have several questions, thoughts, and concerns. So, like, what is the best place and time to like, are we gonna revisit this large topic?

Yes.

Yeah. We’re just scratching the surface. This is, like, intro. Not super intro, but yeah. Yeah. There’s more to come.

So I would say Mike ask now, and then Mike can say, like, we’ll tackle that later.

Okay. So one project that comes to mind that I actually have, like, is a quiz funnel I wrote. It went live about six months ago, and I’ve been putting off, like, checking in the after data, because I don’t know if you remember. I’ve I’ve Slacked about this client’s team. It was a social media manager who really, like, took over a lot of decisions about the email marketing.

So I guess, like, the thing that needs to be optimized is it’s not readable on mobile, and all of their traffic is coming from Instagram.

So how do you how do you navigate the conversations when you think that the thing that needs to be optimized isn’t your yours to own?

So I’ve had this happen. Ari, is it safe for you to talk to your point of contact about this team member taking over on the thing that they shouldn’t have taken over on?

Well, the problem really at the end of the project was that I could not get the client on a call without the team member being there.

Like, I tried a lot. I have, like, a two a one on one call, and he was just always also on the call.

So then it’s not safe too. That’s not possible.

So, I mean, there’s upfront work going forward where you can say you can put the rules around it. Right? Like, if if we’re going to ever measure this, you need to implement as we agree.

They’ll have reasons not to. They’ll always say we’re the one paying the invoice. It’s on it’s our business. We can do whatever we want, and they’re absolutely right.

So it is a matter of them getting on board with you being the deliverer of better performing KPIs for them. If they can recognize that you hold the key to that, then they’d be silly to get in the way. Silly is a big word though because there’s all sorts of internal politics going on. Nobody wants to fire a team member.

Who knows what’s going on? But lots of team members are underperforming out in the world, and that’s why you were brought in in the first place. It’s no offense to them. They go home at four o’clock.

Nothing. You’re like you’re an expert.

So what do you do up front? Try to do things up front to get them to buy in to the idea that and, again, the more money they’re spending on you, the less likely they are to be like, hey, Sue from accounting. What did you think of this? Like, no. No. No.

Katie knows. We trust Katie. That doesn’t mean that’s always true. Charging more isn’t gonna be, like, the the silver bullet, but it helps.

And then I the tricky thing is if you can’t get them on a call to talk to them about that, that’s the kind of thing where I would just, there’s nothing you can do about it. They’ve implemented the wrong copy. If they ever reach out to you and go, why is it working, then you say, let’s hop on a call, and I’ll tell you exactly why it’s not working.

And then you can walk them through. And this is the conversation I’ve had to have have before. It’s like, is so and so a conversion copywriter?

No. What are they? They’re a marketing intern. Yeah. So why are they writing this copy then?

And you can ask that question. And if they’re the CMO, same question. Doesn’t matter where they’re at. They’re not you.

Why are they editing your copy and doing whatever they want? And if they’re if the if the culture of the organization is allowing that, you can’t do anything about that. All you can do is step away and try to do your best to avoid that kind of client in the future. But you’re allowed to have real talks with that person and say, you brought me in for this.

It’s it’s important to me that my copy perform well for you. It’s important for me as important as it is for your team member to not feel disengaged from this. This is my this is my livelihood. Like, this is everything that I do.

And if I’m not getting results for you, that’s really bad for me. So how can we implement my copy? What’s stopping that?

And if they don’t have anything to say, then this call is very likely down to there’s something going on internally.

There’s nothing they can do about it, and there’s nothing you can do about it either in my experience.

Yeah.

And so, like, I I totally understand and respect that as, like, the way forward with this client. I’m curious how you would approach that in general when it’s like you’re the copywriter. You were brought on to to optimize the copy, but you have a hunch that a design component is what’s impacting the performance of that page? Like, do you just provide we’re like, we think we should test button color or something like that, and then and then you put that on their team to implement?

Yeah. So everything that we’re working on, it’s good to align with their designer or design team right up front wherever you can. Always, always, always. And if you can do that, then also share that as they know.

Copy doesn’t live in a silo. Copy and art work together. The creative department is copy and art and now other digital stuff too. But it’s always been art and copy.

There’s a documentary called art and copy. Like, it’s always been art and copy. So you need to work with the artist just like the artist needs to work with the copywriter to get it to its best place. If you the problem is that the designer may not feel empowered to be part of conversion rate optimization.

They’re just like they’ve been beat down over the years by every marketer saying, just change it to this color, and they’re like, they kinda wanna dye a lot of them, just like a lot of in house copywriters kinda wanna dye.

So if you have empathy for that, it doesn’t mean it’s always true, but I would start from that point. Like, I really respect what you do. Have a one on one with the designer, their design team. Really love what you are doing here.

I really wanna be part of making this better. Here’s how I work. How do you work? Let’s let’s figure out how to align on this.

If you can do that, then you can get them on board. Some people will still never be receptive. And in those cases, for me, I get a little bullish, and, take over. And then just say, like, here’s the road map for what we’re gonna do to optimize this.

And you can use data to support that. Right? If you’re like, here’s the email.

I went and I put it on, user testing dot com and had people speak to it, or I did validation, like, a five second test or whatever the hell you wanna do to get that little bit of data to say, like, people are not seeing this button. It’s gray, y’all.

Why is the button gray? But you don’t have to be the bad guy then. You can say people aren’t clicking on it. Let’s hypothesize why people aren’t clicking on it. Do we think they can find it?

Sure. They can find it. Okay. But when they find it, does it look clickable? Well, great things are clickable.

Well, great things aren’t clickable, actually. So you can have that discussion with them. But if they’re if they’re weird about it and you’ve done everything you can to make nice and be friendly with them, you’re the consultant.

Take over. You don’t have to make best friends in this organization.

And a lot of a lot of people are gonna go, does Katie know? And that’s just the way it is.

But they’re probably miserable in their jobs too in my experience. So I don’t know how helpful that is. People are trying to do their best, but they’re also calling it in a lot, like, a lot a lot.

So sometimes you have to kinda be the bad guy if being the good guy didn’t work. Yeah.

Johnson, you have a question, or at least one of the two Johnsons that are here has a raised hand.

I, I’ve got my laptop so I could see the see what’s going on. I was using my phone because it’s got a camera.

Yeah. This isn’t, well, it’s sort of I mean, it’s tied into this, of course, but, you know, we talked last time, about moving towards email, getting to know my market better and the the offer.

And, yeah, I mean, it’s it’s more or less a reiteration of the same thing. In terms of offer, I don’t know what I know. Don’t know. And I do know what I know.

But I don’t know what yeah. And I I know you have a lot of experience in email, and, honestly, I would just love to hear what your thoughts are in terms of offers that fit this model well, and, that that you think are interesting because that would that might be a really good starting point for me.

Okay. So you’re just looking for, like, ideas on what to do as your standardized offer?

Yeah. Basically. Yeah. I’m pretty open to to whatever, and I’m I’m I’m pretty excited. So yeah.

Yeah. Okay. Love it. Who do you like working with? Who’s your target audience? Who is in closest proximity to you that you can reach?

So, I mean, it’s part you you mean, in terms of, like, next client or just in general?

Well, it’s probably that client with my cousin Lee. That’s but that’s gonna be in, financing.

But, I mean, it’s tech financing, so that’s kind of kind of a sort of blend.

K. And that’s gonna happen in q two or q three now. So, that’s the project I’ve done yet, which I’m excited about. Nice. Oh, so that will win. And, Yeah. So that’s probably where I’m going next.

Do you like working with tech?

Well, yeah. I mean, broadly speaking, yes.

But, again, broadly speaking, I mean, aside from, I don’t know, helping our company kill the rainforests, and, I’m I’m happy to work in any industry, as well as I don’t hate.

So yeah.

Love it.

Okay. So the thing that seems to be an unlimited gold mine, is life cycle emails, because of you just problem is you have to go narrower than that because there are so many emails that I’m I’m saying tech, but I really, in this case, mean SaaS. I don’t mean NVIDIA or other more complex behind the scenes things. I mean, SaaS.

I mean, there’s a sign in, there’s a login, and people and users use it, and it’s usually product led growth. Doesn’t mean it has to be, though. So Envision has a sales team, for enterprise organizations. Envision’s not a good example.

They just went bankrupt.

But they were really good for a long, long time.

But point here is if you work with SaaS, there are loads of good reasons too, which I won’t get into because I know I already talk too much as this.

But SaaS life cycle emails or SaaS depends on which part of the life cycle you wanna work on, but that nobody’s doing it. I’ve said this before. Nobody’s doing it when they are they’re inundated with work. They can’t hire fast enough, so that becomes your problem. Like, cool. There’s so much money in work, but I actually can’t hire and train fast enough. So that’s a real like, that’s a first world problem, but it’s legit.

And there’s lots of money. Lots and lots and lots and lots and lots of money for a life cycle. So just do life cycle, stand up, life cycle of some kind, activation through to revenue, whatever that looks like. You have a standard model in place that you, modify.

So you always know we’re gonna probably have these three box scars, but there might be a fourth or a fifth on there. We’re always gonna do segmentation around this part. We’re gonna try to do if we can do triggered emails, then this is true. Some SaaS companies, you still can’t do triggered.

Everybody on the development team is, like, homegrown stuff, so it gets messy. Point is, you figure that out.

Stand it up. That’s your project. That’s a standardized offer, and then you just optimize it from there on out. And because SaaS businesses need this so badly and have a real problem of a database that is packed with email addresses that they’ve been ignoring hard.

If you can come in and start to untangle that, like, that’s why Boxcar that’s why I started it. Just it’s endless, the amount.

The amount of of need there. It’s directly it’s back to revenue where they have users right there. They’re just not touching.

Is that what Boxcar specialize in then?

Yeah.

Yeah. And that’s what Boxcar so I’ve exited Boxcar. They’re off doing their own thing, and they’ve added in other landing pages mostly because there’s also a lot of demand for landing pages, and things like that. But I continue.

Like, I’m consulting with clients right now, on exactly this stuff, and it’s endless. I can’t even stop the engagement when I try to. When I say, okay. I’m ready to hand this over to others.

No. No. Way. Confused. There’s too much money on the line. Yeah.

Okay. A follow-up question I have then is, when would you recommend looking to, gain a a solid understanding around this area in terms of self education?

Yeah. I mean, given that software companies use intercom so much, I would read through all the intercom resources, watch all the things.

Also, Gong, though, like, Gong dot io, they’ve got a really good resource center and software companies that are using Gong usually have a lot of money to spend. They’ve got a sales team as well, but they’re probably trying to also do product led growth. So check out everything that Gong. Io has.

Intercoms, yeah, really obvious one.

Yeah.

Those are Okay.

Those are Like, I don’t think I English.

Yeah. You can start there and have a really solid education at the end of it. Yeah.

Alright. Great. That’s amazing.

And and just before, is there anything else, just seeing as this is something you’re so passionate about, is there anything else you think I should know about approaching this?

My only pause on doing it at all is that you will have to get really strong at saying no to coming on board as an in house person.

So I would say build out your team sooner. Yeah.

The Right.

You’re gonna make us a a crazy offer to bring you in because it’s so valuable or just right. Okay. Got it.

It’s it’s just so hard to I most people who started an email went off and did something else for god knows why, So there just aren’t that many experts out there. If you become that trusted life cycle person for them, yeah, there will be annoyingly compelling offers that you’ll have to be stronger then because when good freelancers go in house, they regret it. Two years later, they’re like, damn it. Why did I not just keep doing the thing? And I have story after story that I’m not allowed to share, but just know. This happens all the freaking time.

Don’t say yes to that offer. You can make more money on your own and be happier.

Anyway, we’ll get in we’ll cross that road when we get there, but that’s the only thing I would say. Yeah.

No. No. No. I think that just made me wanna do it more, honestly, because I’m never gonna go in house.

So, Never say never.

The offers can be very compelling.

So it’s stupid. Sure. Okay. Okay.

Cool. Cool. Awesome. Thanks, Jonathan. Anybody else? Anything else? We’re good. Edna.

Hey. So I was gonna ask you, apart from the click rates or the conversion rates on a pricing page, what else can you track?

Like, the like, the scrolling with the heat maps and That’s a page I took out of today’s presentation.

Easy oh, wait. No. It’s in the tips area at the very end. I didn’t get to the tips page. The last page is full of tips.

Easy on scrolling, and pricing pages are typically not bad. Okay.

I hear you.

There’s the FAQs at the bottom that are, like, expandable too.

You know, I wouldn’t what I would look at on a pricing page, depending on if it’s on the website versus if it’s where people in product lend or lend from emails for users, not trial. So website versus other pricing page would likely have two different ways of like, two different models that you would put together for how to measure success there and what the KPIs are.

Bounce is actually really important, and it might be more at that point, it’s like exit because bounce is, like, when you enter a site and then bounce it versus exit rate is different. So you’d probably call it exit rate. On the pricing page, did they spend less than ten seconds there, which could mean all sorts of things.

And that’s where it’s like, okay. Well, that’s a metric. That’s not a KPI. So you have to first figure out what the KPI is.

Is it, hold more people on the page longer, whatever that looks like as the actual, like, goal, in which case, exit rate would be huge. And then you would go down to the table below and say what’s affecting exit rate on here. Is the price too large, too high? Are we not giving them enough time to scroll?

Like, you’d have all sorts of questions you could ask.

But it really does depend. What you want out of a pricing page is for people to choose an option, but that’s not as important as just starting to be a user. So click a button is gonna be a really important thing. It doesn’t always matter which button they click.

However, if increasing average revenue per user is important to you and if they are the kind of company that starts, that like, a lot of companies, when you land on their pricing page, you don’t have to choose a plan. You’ll choose that plan when you go. Other ones, you do choose a plan. So for the ones where you do choose a plan, it might be that you’re trying to optimize to get more people into a higher tier plan.

So that could be something, increase average revenue per user. It could be both a KPI in this case and a metric underneath that KPI.

But we’re really just looking at increasing average revenue per user, and there’s lots of ways to figure that out and lots of hypotheses you can come up with if you’re like, oh, no. We’re not. Our our poo went down.

So if that’s the case anyway, there’s that to consider.

Okay.

All sorts of things. All sorts of things.

Okay. But start with their goal. So you could also just go out there and do some research on what people want, what business owners want, what SaaS people, or even course creators want out of their pricing table.

Yeah.

There’s Thank you. Loss.

Yeah. Alright. Fun. Cool. Anything else? Anyone else? We good.

Can you just tell me when it I don’t wanna take up more time today. But I am I have some random ideas, I guess, about what might work as a retainer, or may not. And so I guess what is the best time to start discussing and then knowing because I was reading through the workbooks for all this stuff, And at one point, I think I saw something scary like, if you cannot do this, we need to go back to the standard offer and change it. I was like, oh, shoot.

I need to figure this out sooner rather than later. So what is, like, the best time would you say just talk about it in Slack? And if you guys say, nope. None of this works, then I need to look at that.

I’m a little concerned about how much time I’m wasting on seasonal campaign if I can’t figure out a retainer an optimization performance retainer for it. That makes sense.

That’s fair.

What can you I mean, now is a good time. We are in this afternoon talking about standardized offers. And with that, it’s important for you to think about the retainer offer. But next week will be full on retainer offer stuff.

Okay.

So what do you have right now?

Now is a good time?

Okay. Well, the one that to me seems to there’s obviously the seasonal sale campaign, any it could be a product launch campaign, right, where you learn from that campaign, and you can take some of those learnings and apply it to retention strategies and other things like that or just your future campaign. But a future campaign, like you said, is a new project. Yeah. So I’m trying to also avoid that. And so then the major things that I kind of was trying to get it down to was my focus on seasonal sales can also lay a great foundation for ongoing customer retention.

And, so, yes, the average order value that yes. You can do that. And, yes, you can get them to come in during the seasonal sale and buy a second time. That’s all great. But we can also start laying the foundation for increasing lifetime value and all that kind of stuff. So then the only thing that to me made sense in terms of value was ongoing work around their customer retention KPIs.

But what I was still struggling with is I’m not doing enough to opt I’m not doing enough, I don’t think, in the seasonal the standard thing for post purchase experience and all that to kinda make it not a brand new project that almost requires an email audit or something like that. So then I’m like, I don’t know. I just keep hitting the same off. Okay.

Well, I might as well just do an email program audit because they I don’t have the full picture if they bring me on for a seasonal sale. Right? And I wanna keep their customer attention going and doing all those things. It feels like if I don’t see the full picture, how do I say, yes.

We should focus on a win back versus something else. You know? Yeah. That’s what keep kinda coming against a wall of my brain.

I think you’re getting close. I do. Because it feels like okay.

If you have a point of view on standardizing seasonal campaigns Mhmm.

You can start with an audit of their past. That could be, like, your project out of the gate, potentially. Like, we’re just brainstorming here, and it might break. It might not be right.

But, if you were to start with seasonal audit, you go over their last six seasonal campaigns, and you audit them against, like, a rubric, just a some sort of analysis that you come up with. It’s your thought leadership. You own it. You’ve made sense of the best ways that seasonal campaigns work.

And then you could be responsible on an ongoing basis for running their seasonal campaigns against what you found in the audit. Doesn’t mean that’s the thing to do, but there might be if you have thought leadership and a point of view on how to run killer seasonal campaigns, All all you need is that.

Just that, Jessica. You just need outstanding thought leadership on seasonal campaigns.

Right. But that really could be you could build something out of that. You would still have So for every part of the retainer, there is still a certain level of original work that has to be done. Yeah.

But you need to try to systematize.

I say sixty percent of that. That’s not a real number. That’s just to give you a sense for it should be more systematized than custom.

Mhmm. So if you can break it down to here are the templates that work great for these campaigns.

If you could come up with that, if you could own that, then that could be a really interesting retainer where you are doing original work each time, but it’s based on your brand’s hypothesis about what is what to do to make seasonal campaigns work really well so that you attract customers that will pay pay more money to you down the road or whatever that thing is that you’re say that you end up saying in the end. I feel like you could do something, but it would require a lot of, like, really dig into what your point of view is on this.

Mhmm. Yeah. Does anybody have anything to add or any thoughts there?

I would just add that I’m totally in exactly the same boat of wondering, like, the ideas that I have for the retention offer, how do I stop them from snowballing into new projects?

Like, just, yeah, just finding that right, like, golden ratio of what goes in the standardized offer versus what’s the ongoing.

And then kind of adjacent to that, I know we were talking about, like, web copy. Like, so many of us having web copy as a standard project, but not wanting that to be the standardized one going forward.

Like, if I’ve landed on the, like, automated email sequences to increase lifetime customer value, But I’m like, how I don’t know if that’s close enough to the pain point that people like, you know, needing a sales page feels like a strong like, I don’t have the sales page. I don’t feel like it’s converting or, you know, I just feel like the post sales automated sequences feels like an add on to a painkiller product versus, like, a standardized offer in its own right.

Okay. So we were talking about this last time or on Friday. Right? And so if we’re at a so if I’m recalling correctly, it came down to sales page as standardized offer that then gets optimized, emails as standardized offer that then get optimized, or both, a standardized offer that then get optimized. And this is where you’re you’re still working through that. Is that accurate?

Well, I mean, I so I was like, okay. Shut up and make it easy. Choose the emails.

But what I because I’m reading a hundred million dollar lead nice.

Leads right now and just and I really wanna be close to the pain. Like, I wanna be fine. I want people to be like, please help me with this. And I don’t feel like the automated emails is the place where they’re like, we desperately need this support.

Can you then so you’re saying that the pain is the sales page?

No? Well, okay. I acknowledge that I’m talking about working with a different audience that I work with right now, but I was yes.

Because nobody’s ever come to me being, like, give us these emails, but people come to me all the time for the sales page.

Do they want you to continually optimize the sales page, or is it a one and done project?

Well, for my current audience, it’s a one and done project, but I’ve also never pitched sales page optimization before.

Okay. Cool. Great. So if you were to say the pain is closest to the sales page, My target audience that maybe I’m expanding to, feels great pain and wants that page optimized on an evergreen basis. They want to just continually optimize it, I’m going to sell that. That’ll be my thing. That sounds great.

No? What could be wrong with that?

Well, I feel like the sales page is harder to own than the emails just in that there’s more people doing it.

More contractors doing it. More more copywriter in my space talking about sales pages versus the behavior based automations feeling like a more like a bluer ocean.

Okay. That’s interesting. Yeah. I I don’t think it’s red ocean, though. I really don’t like I mean option?

You know best. You don’t You know. But, like, your target audience who is a person that needs a sales page that they’re continually optimizing? What’s the brand that you would want to work with?

Let’s say, like, Jerisha Hawk is a coach that I would like to work with.

Okay. Cool.

Mhmm.

So there are and do you feel like this person sorry. I’m not familiar with them. They’re always being pitched by others, or, like, they’re does it feel like they’re staring at a red ocean of people pitching them on these services?

Well, I’m like, from how engages with hers with her Instagram posts, I feel like there’s definitely at least a handful of other other copywriters, like, circling the wanting to work with her.

Who’s really killing it, though? Like, who in this red ocean is kill is it a red ocean full of sharks tearing everybody apart, or is it, like, a a goldfish pond where there’s lots of little ones in there doing their best, but may like, is there room for you to come in and be the shark?

Okay. I like that. That’s a good analogy for me. That works.

Okay. Good. Then we’ll leave it at that. I’ll quit while I’m ahead.

Alright.

Thank you.

Awesome.

Anybody else?

No? Okay. Cool beans.

Then if you’re sticking around, I’ll see you in an hour and a half for the next training.

And thank you for those who are letting their brains fill up with this stuff. Hopefully, it’s getting you to a good place, but we’ll talk more in a little bit. Okay? Thanks y’all. Bye. Bye. Bye.

Transcript

Today’s training though is if you look at that sunshine growth model that we talked about in the intensive freelancing, it’s on the skills side of thing, and this is skills that you sell. So the skills that you sell are copywriting services, whatever, whatever, whatever. These are the skills that probably turned you into a copywriter.

Then everything else, on that sunshine growth model is all business y stuff.

So we rarely need to really talk about this at this level, talk about skills at this level.

However, I’ve been getting a lot of questions lately around optimizing. What do how do I optimize this thing?

And as we’re talking about a retainer offer being built on your standardized offer, the retainer again needs to mat it needs to build on the work that you did in that initial standardized offer, and the way to build on it is not by doing a bunch of new work, but by optimizing the work that you did. There is definitely a desire for that work out there for you to optimize.

So just keep that in mind. Suspend disbelief if you’re like, nobody really wants me to optimize. All they want is for me to keep churning out more work. Well, that might be that you’re possibly doing, working with the wrong clients to begin with. But what I wanna talk about today then is how do we optimize a thing? How do you start optimizing something?

And it’s tricky. Right? So we’re all gonna come at this from different angles, different amounts of experience.

So bear with me if you’re like, this is, obvious, Joe. I’m not trying to start at an obvious place, but I am trying to, like like, level set, like, where just make sure we’re all starting from the same, same place. So before, so backing up for me, when copywriting started to actually really click for me was when we started split testing it when I was at Intuit. Prior to that, it was a big guessing game, and I felt I felt frustrated by that.

I didn’t wanna guess at it. I don’t like that feeling. I don’t like that someone else can guess at my job and possibly win against me. There’s a little bit of competition there.

But if someone else can say, well, we should try it this way instead, and it’s very hard as a copywriter to say, no. Let’s not do it that way. Because then they go, well, why not? And it turns into a bit of a, a challenge I found. And maybe this isn’t your experience, but it was mine when I was in house at a big tech company.

Why are you right was always the question. And then when you could start testing it, then you could build up that, like, this is why I’m right because I’ve been right on these ones, and, here’s what we learned from it, etcetera etcetera. So it turns your job from this guessing game into something that’s really, measurable, and you know. It’s not just that others know, but you know if what you’re doing is performing well.

And that’s really important for a lot of type a’s. If I don’t know where everybody sits, but it’s pretty it’s I think it’s important for everybody. I can only speak as someone who is quite type a. For me, it’s very important to know how it’s working and to be able to say, this is what I did.

I rock. And I wanna have that experience, and I want everybody to have that too.

When I’ve been teaching optimization before, again, it doesn’t have to be experimentation all the time, but in most cases, it should be. There has to be a form of measurement going on that’s reliable, so keep that in mind. I was teaching one of my Boxcar team members, back before she was at Boxcar. She was, still at the other agency as it was wasn’t called the other agency.

It was called CH Agency, but she was there. And she was really frustrated with with testing and how to do it. And I said to her, it got to the place where in our conversation, I said, look. If you start from a place where you understand everything is always a little wrong, if you understand that you’re never right, then you can start optimizing.

Then you can, like, explore what that means, that nothing is ever right. If that doesn’t help you, throw it away. But if it does, just try to keep that in mind that we’re not aiming for perfection.

We are always challenging the thing we did before because the thing we did before was an educated guess. And in control even though it’s never been, like, tested as a control. We just control even though it’s never been, like, tested as a control. We just call it the control because that’s, like, the language you use when it’s really variation a, not a control. A control is typically just for everybody who doesn’t know, and that’s cool.

A control usually has to be, put up against something else and then beat it. You can’t just say my home page that I created on the clear blue sky is the control because it’s not it’s it doesn’t fit into a control. It’s a variation a. It’s a starting point.

It’s a. Now we’re gonna create b against it. The headline on that page is a. Now we’re gonna create headline b and test it against it.

It’s not the control. We just it’s just, like, easy language to say, but what we really do mean is variation. A.

A control is, like, a respected thing. You want to beat a, like, proven control. And when you can do that, that’s a really good thing to, like, to brag about if you’re looking for that. But what’s important to keep in mind is that everything that we’re up against, everything you’re trying to beat, including the own work you did, was likely an educated guess. So So what I want you to do right now, just, like, take a few minutes and chat out to me in chat out to all of us In the most recent project that you did where you wrote copy, what did you guess at?

Just chat it to everybody. What did you guess at?

I’ve listed a few of them here. These are those yeah.

Nobody guessed at anything? Everything was perfect?

Value prop headline over SEO optimized headline on a product page. Okay.

So the headline, what it was about, how it was messaged, what formula to use for it, what VOC to pull in for it, Those are four things that you guessed at.

An SQL sequence without a CTA. They wanted no CTA, and then you gotta talk them out of that shit. That’s bad.

What are you gonna do without a CTA?

Caroline guessed at the biggest reader desire. Johnson guessed at target audience’s main points. Even if you can interview even if you can interview, you’re guessing. Do you you come up with a list.

You get all this stuff out of an interview, and then you go through and go, I think that one. And that’s how we choose. I think that one sounds best. And that might not be true for what you say.

You might prioritize what to say in a way that feels calculated and scientific, but how we say it is almost no. It’s always guessed at. It’s always a guess. Headlines, stage of awareness.

Right? Which stage of awareness do you lead with? Take a guess.

The freebie use? Yeah. What offer? How do we message the offer? What do we lead with in the offer?

What’s the most important thing? What’s the headline for the offer? What’s the cross head there? What’s the call to action?

Is it a call to value? How do we message that? Every single thing. Everything, the format, how you talk about it.

Should we say on the page that it’s a video or that it’s a PDF?

Should we say on the page that it’s a video or that it’s a PDF? You have to say. You have to guess. You’re guessing. So that’s okay. Knowing that that’s true for everybody.

We are data driven and, like, data informed, but we are guessing from top to bottom. We’re better guessers because we’re informed, because we don’t just, like, stare at a blank page and start throwing stuff on. That’s really, really bad guessing. That person shouldn’t be allowed anywhere near marketing. It’s too too much guessing. But we’re still otherwise, we’re there’s still an element of guessing in every single thing that you do.

Jessica has more. Yep. Open loop at the end of email too. Should we do that?

I don’t know. Should we? Okay. Let’s do it. I have a guess.

You might a hypothesis is still a guess. A research question is a guess phrased as a question. So know that. And once you recognize that every single thing that you write is guessed at, and that that’s okay, then you know that if I guessed at it, then there’s gotta be a way to beat it.

Right? It’s gotta be another, possibly better guess out there. I can learn more. I can do more.

There’s a better guess because everything is always a little wrong. Nothing’s ever a hun there’s nothing that’s converting at a hundred percent out there at scale. Maybe a hundred percent one to one, but not not at scale. So and we work at scale largely.

Okay. If you didn’t chat out something you guessed at, I hope it’s because you couldn’t think of it, not because you believe that you don’t guess at things. We all do. We all do. I’ve made a very good living out of guessing at this stuff.

And we can guess better and better as we go, but it’s a guess. Okay.

So this week for this is just one part of what we’re gonna be talking about when it comes to optimization and how to beat variation a in most cases, the control in some cases.

What do we need to start with? So most of the time, copywriters are as guilty as any marketer on the planet of jumping straight to copy. Here’s the copy, and that’s why a lot of us feel imposter syndrome. It’s because you’re so certain that the copy was wrong that you then worry like, oh, that’s gotta be it. Shit. I really blew it with this copy.

We don’t start there. Sometimes you can quickly analyze and go like, oh, who let the f word slip in this headline? Maybe that’s a copy problem. Maybe we shouldn’t have done that.

But it’s that never happens. That literally that never happens. So what else is it if it’s not really obvious report. You don’t have to read the analytics report.

You have to ask for it. You have to say, show me this, or does anybody have the numbers on that? Here’s a data point that we need to see. Here’s the metric that I need measured.

Who can help me out with this? You can guide people. You don’t. Your job is not to be a data analyst either, but you do need to get the numbers.

Before you come up with any sort of hypothesis for what to do differently in the next iteration before you come up with a research question, You need to know what the pages or email or ad or whatever funnel is, being measured on. And there are two parts of that. K? There’s the KPI.

Again, if you already know this, just be like, it’s okay. Some people don’t know this. So just roll with it. KPI is a key performance indicator that’s indicator that’s typically a higher level business y goal, but not so high.

It’s not like grow the business. They’re lower than that. And then metrics are subpoints for that. And, also, sometimes, a metric can be a KPI too.

Just keep that in mind. But we have KPI, key performance indicator, the thing that you are specializing in, the offer that you’re putting out into the world. And I know this is newer to Copy School Pro and talked about more in the intensive, and that’s why you’ve been invited to the intensive so we can talk about the same things the same way.

What you’re putting out into the world has a way of being measured. There’s success metrics associated with it or else the business wouldn’t hire you for it. Businesses have better things to do with their money than just throw it at random freelancers and say, well, I don’t know. Hopefully, something good happens.

They’ve got an idea in their head. Right? So we need to identify what the primary key performance indicators are for the offer we’re putting out into the world. And then what those supporting metrics are for each of the KPIs so that not so we can, like, identify what to do next, but so that we can keep a good handle on how the thing that we made is actually performing so that we’re not busting something that’s not close to or we’re not trying to fix something that’s not broken and in turn breaking it.

So this is the general checklist. You need to identify It’s usually a lot of KPIs the more you think about it, so try to just narrow it down to three KPIs. If there are two, that’s cool. Then two to three supporting metrics for each KPI.

We’ll get into metrics on the next page. You’ll see that there are a lot of metrics, and this is, like, a small list of the many metrics that are out there. So we need to tighten everything up, and that’s why it’s good to specialize and have a single standardized offer that turns into a retainer offer. So you’re always so you’re becoming an expert on these three KPIs as they relate to your offer, and you expertly know how to use the metrics, how to measure them, who you talk to versus having to know everything.

And since copy is everywhere in marketing, in sales, in product, it’s everywhere, the metrics are endless. There’s endless questions you could have if you were a generalist. There are far fewer questions that you’re required to answer if you’re a specialist. So we need to come up with those metrics that matter.

That means the real ones. If it it only matters if it matters.

Keep that in mind as you’re moving forward. When it comes to optimizing anything, it only matters if it matters. You can get a lot of questions thrown at you as you optimize stuff. What about this? What about that? It only matters if it matters, and you know it matters if it ties back to one of your key performance indicators with the metrics underneath them.

Now I have here that you should map the KPIs and MTMs on a triangle simply because we’ve been talking about triangles so far. But the golden triangle, we have your diagnostic that might have looked like a triangle.

It doesn’t have to be a triangle, but I’m trying to just when you see triangle, know it means model. Some sort of model, some way to look at things, in a controlled way that isn’t just a table that feels changing. You need it to look like it is the final version of a thing.

And that’s important as signals to your client going forward that, like, you’ve got this handled. You’ve thought about it a lot. You’ve put in the legwork. They don’t have to think about it.

Here’s the model. Here’s how it works. K? So we come up with that triangle, which we’ll talk about, then you need to educate your client on that diagnostic.

So when they hire you for the standardized offer and the retainer offer, ideally, that follows it, you need to be able to walk them through. Okay. Here are the KPIs that we usually are measuring for when it comes to this offer, this way, this thing that I’m doing for you.

Here’s why. Here’s what we’re gonna measure to make sure we’re on track. Now should we talk through these KPIs and you can, like, walk them through that, get their buy in on it, help them see that you’re the expert because you’re leading with important stuff that businesses talk about, like KPIs and metrics. You’re talking about measuring.

You’re not saying just things around voice of customer data, which is great data, but also the quantitative side of it. So qualitative, cool. You know that in and out. Quantitative is where you’re asking them for that data.

You’re talking with them. You don’t have to go in and run the report. Just as another reminder, if you love data, you can go run the report. Add that in as an extra layer of service.

Cool. Charge more, though. Then you wanna measure those metrics at regular scheduled intervals.

A big mistake people make who have not been coached through how to do conversion rate optimization is they, measure whenever they feel like it, or they don’t have it in their calendar, like, diarized.

And so you’re just like, oh, shit. I haven’t looked at that test in a while. And then you go look at it, but you haven’t been doing it on a regular basis. So it’s very it’s like in a lab, if you put stuff in a beaker and walk away and then come back three minutes later and measure it and then come back three months later and measure it and try to do anything with that, anybody would be like, you just lost your grant.

Like, you don’t know what you’re doing. Please stop. So we don’t wanna do that. We wanna do regular scheduled interviews for or intervals for, the things that we’re measuring.

Okay?

And measuring month over month and year over year, which can be really tricky because a lot of the stuff that we’re standing up doesn’t have a year over year, barely has a month over month.

So know that that’s difficult. But as you move forward in your retainer, you are looking at month over month performance and year over year performance, not hour over hour. That’s that’s really far too narrow. It would do this up and down, up and down like crazy. We don’t want that. We wanna look at things in controlled, disciplined ways because that is what we do as consultants.

And then we wanna report on progress toward KPIs.

So when you do, we’ll talk about this in the intensive freelancing.

When you do present your results monthly to your clients, you don’t have to dig into here are the six or nine, metrics, but rather here’s how we’re progressing toward these three KPIs that we have. And then you can support it. But we wanna stay higher level when talking to our clients because the lower and deeper we get into it, the more murky it becomes, and then people try to draw insights from it. Like, oh, no.

Our click through rate is changing, and it went down. Let’s all go look at the call to action. Like, pause. There’s so many things that could be happening here that we wanna keep the client up, There’s so many things that could be happening here that we wanna keep the client up at KPI level.

That’s where they wanna be. They didn’t hire you for a better click through rate. They hired you for a result, so we keep them at the result level. Is this making sense?

Cool. I’m talking a blue streak, but but, hopefully, it’s okay. Alright. Cool.

So, yeah, I had a whole mind map. It’s already twenty five minutes into this, and there are so many more things to discuss. So we’re gonna we’re gonna finish off this worksheet, which I the page numbers aren’t updating automatically. Sorry about that. So this is not page page two. We’re gonna finish this off and then just know that going forward, we’ll have other sessions on, like, okay. At this level, when there’s a bounce rate happening on a long form sales page, what might we do with that data?

Unlikely. Maybe bounce rate would be important. Anyway, we’ll get into that.

So you need to identify what your KPIs and metrics that matter are for your standardized offer.

You can understand that if you don’t have a standardized offer and just to be clear, a standardized offer gets measured the same way your retainer offer gets measured because they’re building on each other. Well, the retainer offer builds on the standardized, so, of course, your retainer is constantly trying to improve the results that come out of the thing that you did up front, that project.

So they both have the same KPIs. They both have the same metrics that matter. These are unchanging things during the course of your retainer. It’s not like suddenly you see engagement is way up, but that wasn’t a metric that matters.

You don’t start reporting on engagement being way up. That’s cool. That’s nice. Maybe change your model in the future so it it reflects engagement as an important metric, but you don’t start reporting on it suddenly.

Just just know that we only wanna report on things that matter to the client that they agreed on. That’s how they’re gonna see value in you and feel like you’ve got this under control.

Okay.

So I want you to just take a couple minutes. We’re gonna go through this. Try to think of your standardized offer if you’re not there yet. Think about the project that you most commonly get hired to do or that you most want to do going forward, whatever that thing is that you’re going to be creating and then optimizing.

What is the number one goal that your client has or is likely to have for that thing?

Write that in.

I have a question about this.

Can I ask it now because it’s relevant, or should I wait until afterwards when you’re done with the whole Oh, go for it?

Let’s hear it. Okay.

So in the most of the companies that I’ve worked for, they measure things differently, and this is especially relevant for different sized companies. And I would say that the kind of ups more upscale company that I would want to target, they’re definitely gonna have, individual metrics that they use Yeah. That their own data science team, creates, especially if they’re measuring the quality of the lead. And when when I mean qualitative data, I mean, quantitative qualitative data.

Like Sure. Sure. How long they are are around. Right? Yeah. And then also these metrics are gonna go out of date.

Like, I don’t know anyone that I work with that uses CAC anymore.

But, like, ten years ago, everyone was people that still use CAC so completely.

But keep going. Keep going. Just know that there’s a Like, MQL. Gigantic world out there with businesses doing all sorts of things at all sorts times. Okay. Keep going.

So I feel like if I come in and say, we’re gonna measure this, they’re gonna be like, don’t tell us what to do. We measure this because we have our whole, like, we have our whole, like, Tableau set up, and this is how we measure things. And this is what’s important to us us because this is our model.

And, like, you need to adapt. I feel like it’ll come off as very aggressive and, like, not customer serving.

Nope. Okay. Although it depends it depends on how you do it. Right? You go in and use buy in isn’t me telling you clients what to do. Buy in is getting is showing them, like, okay.

I’ve done this. They you come into the conversation knowing where everybody knows that they have, that you’ve done this before. K? You’re not here to guess at it. You’re not here to do whatever the client wants you to do. You’re here to help them get the result that they’re looking for.

You measure the work this way. Now do they agree that the primary KPI for the thing that they’ve just hired you for is x?

If they’re like, no. That’s the secondary KPI. Here is the top one. Then you just turn the triangle for them.

But you have to have the three key, performance indicators on there. You will know what those are. I don’t care how different businesses are. There’s a CMO at the top of it who is doing the right things for their business and is thinking of the same KPIs for their different departments within marketing, the CTO, or the chief product officer, or whoever also has certain KPIs.

And those are not such changing things across organizations that we need to be afraid or, uncertain that we can come in and say, here’s how I measure success.

Here’s why.

What do you think of that?

You need to be able to consult with your clients. And I would say, if it feels too aggressive, try it because that’s how consultants actually come in. Someone comes in. Perna comes in. She’s charging a hundred thousand dollars for a project.

If she comes in and goes, how do you wanna measure it? What do you want this to be like? Now I’m like, what did I hire you for? Why am I paying you all this money if I’m the one who has to make up all the rules as we go? What I want is for you to take this outcome that I’m looking for and make it happen for me in a way where I feel very little effect of it other than smiley faces every time I look through your report at the end of the month. That’s what people are looking for at a higher level when it comes to copy that converts.

Social media posts are another thing. I’m not in the business of social media posts or other ways of creating content.

I’m talking about real copy that people are looking for that does the thing that the business needs it to do. Does that make sense, Naomi?

But, like, even in terms of, like, lead quality. Like, I’ve worked with companies that use lead to sale. I’ve worked with companies that you I don’t even remember. It’s ATV or ACV. They had their own metric. Mhmm.

And so, like, if I use lead to sale, one company would be like, well, we never use that.

So wouldn’t it make more sense to be a little bit less specific and say measure quality, based on how you measure that. Because when I say MQL for one company, they’re not gonna take me seriously because they see MQLs as sort of garbage leads and sort of, like, not super high quality. This is based on, like, my own experience. I’m sure it’s different elsewhere.

It’s clearly based on your experience, and that’s good.

Great. That’s a real legit experience. It’s not reflective of an experience that I go through in these scenarios. So I would say, how is it working for you when you go in and the client does the leading? How is it working? Are you able to close fifty thousand dollar projects, or is that a scary number?

It’s not a scary number for me. And I do go into these organizations and have these conversations, and no one says you’re overstepping.

No one has said that to me since I was at Intuit, and I had to just go into the consulting world where they line up for it. So I would I would say how is it working out for you when they get to dictate everything about how things are gonna be be measured and stuff like that.

Really, like, analyze how it’s working.

And it’s okay if you go into an organization and they’re like, we don’t use MQLs.

Anybody who is, like, laughing about that or thinks it’s outdated, I feel like they’re they’re probably not very professional if they go into a space and go, like, nobody uses MQLs anymore. Like, no. Like, lots of people use MQLs still, like, the vast majority. And whether they see it as a garbage lead is really on, like, them. It’s got nothing to do with and you don’t have to also, nobody’s saying for you that you have to go in and say MQL is the metric that matters here. If you know this, if the people that you’re selling this to don’t it means marketing qualified lead, and then there’s sales qualified lead, and that’s an SQL. So if you go into these and there’s other types of qualified leads that gets it gets detailed when you’re dealing with product led growth versus sales led.

So there’s also just stuff going on there, but just know that it’s okay that you might measure things differently than your client does. This isn’t about trends. It’s not about what the latest thing is that people care about. Cost to acquire a customer is always going to be a critical, metric.

It doesn’t mean you have to call it that. Call it whatever they call it then. You don’t have to fill in the metrics with them. You can say these are the three KPIs that I’m generally measuring for.

Do you agree with these that these are the three outcomes you’re looking for when you’re hiring me for this? Yes. We do. Cool.

I know businesses, measure these things differently. What are the two primary metrics you use to measure this KPI? Me through that. And then you can draw that on the model.

But what I don’t want you to do is shy away from taking the lead and saying, this is what I do. This is how I do it well, and then talking with the client about that. Does that make sense, Naomi?

Yeah. For sure. For sure. I can, like, outline the metrics that I use. But my idea would be to go in and say, okay.

We’re gonna measure leads. Do you measure MQLs? Do you measure leads, or do you measure opportunities? And then have that as one side of the triangle and then say quality.

Do you have a metric or quality that you have, like, as an algorithm? And then have that as one And then ask them specifically, like, do you have a specific metric that you created with your own algorithm, or do you use something in like, what would you use? And then add that later on rather than coming in specifically and using something that’s not actually programmed into their database.

For sure. That’s great. We’re totally aligned on that. Just make sure that you’re guiding the conversation and you go in there knowing what your standard KPIs are, what the most common metrics that matter are so that when you’re guiding them through this conversation, they might also stare at you and go, I don’t know.

Not because they don’t know, but because they’re trying to figure out what you like to connect a dot between what they wanna share with you and what you want to hear from them. So when you’re asking those questions, it’s good to have a backup that’s like so here’s an example of a KPI that we use. Does that match what you use for this or what you had in mind for this? Yes.

It does. Okay. Perfect. And if it doesn’t, then they can say that at the same time too.

Cool. Something wrong.

Because if I’m speaking yeah.

If I’m speaking to somebody who’s more product marketing oriented or more brand oriented, like, sure. I can come in with very specific data and lead the conversation. But if I’m coming into somebody who’s a campaign manager, then I wanna make sure that I’m speaking to them on their level and Sure. Sort of engaging them in the conversation.

Hundred percent. Love it. Awesome. Cool.

Okay. Excellent.

Did we get our primary goal for your offer? Does anybody wanna check that out, what they or just share it?

Everybody timid about this? It’s okay.

Nobody got what’d you do? John said you’re looking down at your page.

K. Naomi has conversion rate. Awesome.

Jessica?

Is it okay to ask a question?

Sure. Katie, you have increased lifetime customer value. Nice.

Web traffic. Yeah. That’s a good KPI.

High level.

Jessica, are you asking it or what’s that?

Oh, yeah. Sorry. I wasn’t sure when you wanted me to ask.

So I was gonna Go for it.

Go for it.

Sorry. Okay. So with the seasonal sale, right, conversion rate? Yes.

I’ve been looking more into the, attributable revenue, but that’s not I guess that’s not the word. But, anyway, the one where I’m kind of struggling, though, is the idea of instead of just general ROAS, which was really big when I was working in house with my ecommerce client Yeah. It seems to me that given my specialty and what I would like to do, that new customer ROAS would be an interesting metric. K.

But where I’m getting kind of stuck is if they have a high lifetime customer value, right, and it’s so a really high one, then they might be able to spend a little bit more with their ads and invest a little so they’re so the ROAS on a new customer may not you know, they may be able to lose a little bit.

Right? Yeah.

Yeah. So I guess that’s where I get a little stuck in the muck of KPIs and all that because given the especially, it seems like it comes back a lot of times to lifetime value. Based off of what they can get long term, you can make different decisions in the short term for the seasonal sale. And that’s where I’m kind of struggling with what how to standardize, I guess.

So that’s where I mean, a lot of experience will help with that. Like, the more you go and try this with different groups, but also your perspective on it. That’s why specializing on the sunshine growth model is right next to thought leadership. Like, the two work hand in hand.

So if you draw a line in the sand and you say, look, I work with clients or with brands that are spending money to acquire new customers and have high lifetime value, or customer lifetime value, that’s who you work with now. That’s what you build thought leadership on. You say you’re gonna lose money on the first one. And by the way, you’re not the only person saying this.

Like, every ad agency we talk to is like, oh, no. No. No. You need something further down the line because you’re gonna barely breakeven on the first ones.

So but that’s cool. Why not draw a line in the sand and say this is this is the case? You need to be willing to lose money on that new customer acquisition in order to upsell them on things later. So you have to have a high customer lifetime value that is realized after that first purchase.

Okay. Okay. So that’s an acceptable option. Okay. I did not even think about that with the thought leadership, so you’re right.

And thank you for pointing that out.

Cool. Awesome. Good question. Okay. So I’m looking at time.

A bunch of metrics listed here, all sorts of them that matter across different things for different businesses. Some businesses will care a lot about some of these and others will not. Some of the work you do, this will matter for it, and some of the work, it won’t matter. The way attention and attraction are written together really mess with my head. Did I spell one of those wrong? I couldn’t.

No matter how many times I read that over, I’m like, there’s something wrong with that. Anyway, it’s messing with my eyes, and has ever since I started working on this.

Then there are conversion sales revenue. So are you working more closely with sales, with the sales team, or more with the product team, or more with the marketing team? That’s gonna vary based on what you’re doing. Obviously, cart abandonment is more for ecommerce than it will be for SaaS. But you may still find some people who work in SaaS and say cart abandonment largely because they came from an ecommerce background, which is very, very normal. So just, like, be ready.

Be ready to not be too shocked by the number of things that you may hear in an organization. Not everybody is running at an expert level. So that’s important to keep in mind when you’re like, what did they mean by car dependent meant when we’re in SaaS? Just like, oh, they just meant this.

They meant that. So keep that in mind. And then there’s way more to this. I don’t work in engagement referrals or necessarily sometimes in retention, but I don’t, like, even consult with people on this side.

So I didn’t have a lot of metrics to list out here, so there’s probably more if this is the thing that you work in. Just keep adding to it and know that these lists are not exhaustive. The reason they’re in here is to help you if you’re like think I know what one goal is.

And I think I know how they measure that, but there are, like, fifteen things that they use to measure that goal, and they’re all listed in here, then you need to decide what the most important ones are, the metrics that matter for the work that you’re being brought in to do. So this is the sort of thing you’d wanna fill out. It doesn’t have to go in any sort of order. Like I said, depending on what their primary KPI is, you just, like, tilt tilt the triangle around until the one that’s number one is, like, up at the top if that even matters visually. But just keep that in mind. This doesn’t have to go in any certain order. It sometimes does go clockwise.

Cool. Sometimes it has the flat part down at the bottom. Whatever. That doesn’t have to be drawn as a triangle either, but what you want to do is be sure that you’re able to talk your client through how you do it.

So let’s say that a standardized offer is for an ad funnel audit. When the ad funnel audit is done, there’s a road map of optimization tweaks that gets produced at the end of the ad funnel audit. So this is an example. Okay?

The example.

What might that person do if that was their standardized offer and the retainer that comes out of it? Great.

They could have and they talk they go into the conversation with their, client talking about this. Right? So the KPIs that are most common when I’m doing an ad funnel audit and then the work to optimize that ad funnel, they are more leads, more calls booked, and greater profitability. Does that match what you’re thinking?

And they look through it, and they might wanna unpack. Okay. What do you mean? Like, how would we even measure more leads?

Great question. There’s lots of ways to measure more leads. We typically use impressions and click through rate. And they’re like, oh, just to your point, Naomi, they’re like, no.

We don’t use that. We use blank and click through rate. Okay. Cool. Let’s do that.

We’re aligned that those are the two ways we’re gonna measure more leads. Yes. We are. Perfect.

Now let’s move on to more calls booked. What we’re looking at, because this is on the landing page in this ad funnel, is bounce rate. Are they staying on the page, or are they abandoning it? And sales demos booked.

Does that match what you would like to how you’d like to measure success for more calls booked? Well, we definitely need sales demo booked. I don’t know about bounce rate, though. Is that the most important thing?

And then you have a discussion with them about why that is. And then we get into greater profitability, cost to acquire, and cost per lead. Those are the key ones that we’re typically working at working with. Naomi, to your point, they’re like, we don’t say cost to acquire customers anymore.

Like, okay. Fine. What do you use then? Great. We’ll use that, but we’re good with cost per lead.

We say dollars spent per lead. Okay. Fine. We’ll call it dollars spent per lead. Are we good with that?

Yes. We are. Cool. This is how we’re going to measure success going forward. At the end of every month, when I report results to you, you’re going to see these KPIs on the page with month over month.

And once we get there, year over year data. How does that sound? So we can actually measure how this is working. Cool beans.

We’re set. Good. Now you’ve walked them through that.

Everybody is on board with it, and you’ve also addressed things that aren’t, that don’t match what they typically do, which is good for anybody who is maybe of a large organization that does have a data team.

Okay.

We’re really low on time here, but what I want you to do is once you’ve completed this this is homework. Once you’ve completed this triangle for your standardized offer with the metrics that matter, it’s not set in stone. You’ll change this. The sunshine growth model has been coming together for, like, four years, so it changes over time.

It changed from the beginning of the, CopySchool Pro. We didn’t even have those four categories. So it will change. That’s okay.

That’s why we use Canva so we can always be editing things. So it’s going to change. That’s okay. Just start with the metrics that you believe matter.

Then this is where we start to think through. We’re not gonna get into it today, but this is where we start to think through. Okay. Now that I know how we’re measuring this, what can I do to start chipping away at systematizing ways to optimize that metric?

So for that metric, I mean. So let me skip ahead. This is the blank one for you to fill in for your own triangle or whatever diagnostic you use. This is what we’ll start to use to identify areas of opportunity for optimization.

So if we’re like impressions, again, if they changed if the client has changed it, then you change this too.

Impressions is how where is one metric. So what are things that could impact impressions? Well, the audience might be too narrow, too broad, or whatever. The image might be impacting impressions.

Maybe it’s a video, and it needs to be a static image or maybe the opposite, a hook or a keyword. Now we don’t wanna list every possible thing. That’s what a full mind map is for. That’s what I’ll share with you down the road.

All we really wanna do right now is start saying, like, okay.

If I implement this, what might be going on when things aren’t performing well or when they’re performing really well? And this will mean referring back to your list of guesses. Right? Like, you made guesses at every stage.

What did you guess at that could be impacting positively or negatively bounce rate, for example. Well, the headline, I guessed at the headline, so it’s maybe that. It’s the I guess, at the formula that we use for it, I guessed at the message, I guessed at how. So headline could be doing it.

Could be trust factors because that’s what bounce rate is largely about. Do people trust you when they landed on that page?

Load time is also another one. Right? So you’ll work through these. And then when you’re going through and doing the measuring and bounce rate is high, now you can say, okay.

If bounce rate’s high, we don’t worry about that or that. We only worry about these things. Let’s look at these things. And that’s how we can start to put together hypotheses for what could be going wrong and what we could do instead.

So you’ll fill that in, and then there’s all these other pages where you can then take every one of these you have. This is a lot of systematizing, but it does mean if you do this work upfront, then when the time comes for you to hire somebody to help you with optimizing, you train them on this. And you say, like, okay. These are the six metrics that matter.

These are the things that are probably going on if that metric is underperforming or if it’s doing really, really well. So if we see that click rate has gone through the roof, it’s amazing, Then we’ll look at offer and CTA and develop hypotheses for those. How do we develop hypotheses for those? We go through and we fill in one of these for each one that comes underneath this table.

I’m scrolling around a lot, but you can see here we have impressions, audience, impressions, audience. We wanna list out all the things that could be going on with audience that is possibly affecting impressions. Is the audience too narrow? Is it too broad?

Is it too new to us? It’s different from what we’ve been doing successfully. Is there no look alike as a starting point? And, again, that’s kind of moving toward towards, like, a new to us.

Too close to our existing list of nonconverters. Like, they’re just bad even though they reflect a lookalike. Too hard to reach, etcetera, etcetera. So we start brain dumping what might be going on there knowing that it usually comes down to these things. Either there’s a wrong x, wrong tone, wrong wrong voice, wrong message, wrong framework, wrong formula, wrong audience, changed all of those things again so the audience we thought it was has actually changed.

Changed seasonality, that’s a big one too. There’s no x. There’s no one upper. There’s no CTA on that one admin that you were men that you’re mentioning.

No CTA, or it’s a weak CTA. It’s get started when it should be more of a call to value. So it’ll come down to wrong, change, no, or weak, and then you fill in anything after that. Then it’s too much of something.

Too narrow, too broad, too many, too few, too clever, too timid, too different, not different enough. And then there’s, like, this kind of bucket of other random shit that could also be true. It’s introducing a new something, a new component to an offer that is unnecessary, new friction in form fields. It’s introducing new anxieties by saying something about trust when nobody was even thinking about trust.

And, oh my gosh, should I trust these people now? It’s swiped, not strategic. That’s what most junior copywriters are going through or guest steps. That’s also what most junior copywriters are going through.

Like, I like this headline, so I wrote it. Well, that’s a guess, and we can really say, like, no. No. That’s probably what’s going on, or it’s ego based.

Someone, the highest paid opinion said this is what the headline should be. You all, like, put your your head down and went, okay. Let’s make that the headline. But you know that that was ego.

Or it was you. You wrote a poem or a email.

Nobody gives a shit about your poetry. So don’t write a poem. Go back and write something that matters for the customer. So that’s what it’s likely to come down to. It’s kind of like an absolute crash course in things that could be going on that are negatively or positively sometimes affecting whatever your goals are or the metrics that matter are underneath those.

I’m gonna stop there because there’s a lot here as I knew there would be, and there’s even more planned. This is this is scaled back. But, hopefully, that is helpful to you. Yes. This is in the Slack under copywriting advanced in that channel if you couldn’t find it. Do you have any questions, thoughts, concerns?

Yes, Katie.

Okay. I’m gonna preface this by saying I have several questions, thoughts, and concerns. So, like, what is the best place and time to like, are we gonna revisit this large topic?

Yes.

Yeah. We’re just scratching the surface. This is, like, intro. Not super intro, but yeah. Yeah. There’s more to come.

So I would say Mike ask now, and then Mike can say, like, we’ll tackle that later.

Okay. So one project that comes to mind that I actually have, like, is a quiz funnel I wrote. It went live about six months ago, and I’ve been putting off, like, checking in the after data, because I don’t know if you remember. I’ve I’ve Slacked about this client’s team. It was a social media manager who really, like, took over a lot of decisions about the email marketing.

So I guess, like, the thing that needs to be optimized is it’s not readable on mobile, and all of their traffic is coming from Instagram.

So how do you how do you navigate the conversations when you think that the thing that needs to be optimized isn’t your yours to own?

So I’ve had this happen. Ari, is it safe for you to talk to your point of contact about this team member taking over on the thing that they shouldn’t have taken over on?

Well, the problem really at the end of the project was that I could not get the client on a call without the team member being there.

Like, I tried a lot. I have, like, a two a one on one call, and he was just always also on the call.

So then it’s not safe too. That’s not possible.

So, I mean, there’s upfront work going forward where you can say you can put the rules around it. Right? Like, if if we’re going to ever measure this, you need to implement as we agree.

They’ll have reasons not to. They’ll always say we’re the one paying the invoice. It’s on it’s our business. We can do whatever we want, and they’re absolutely right.

So it is a matter of them getting on board with you being the deliverer of better performing KPIs for them. If they can recognize that you hold the key to that, then they’d be silly to get in the way. Silly is a big word though because there’s all sorts of internal politics going on. Nobody wants to fire a team member.

Who knows what’s going on? But lots of team members are underperforming out in the world, and that’s why you were brought in in the first place. It’s no offense to them. They go home at four o’clock.

Nothing. You’re like you’re an expert.

So what do you do up front? Try to do things up front to get them to buy in to the idea that and, again, the more money they’re spending on you, the less likely they are to be like, hey, Sue from accounting. What did you think of this? Like, no. No. No.

Katie knows. We trust Katie. That doesn’t mean that’s always true. Charging more isn’t gonna be, like, the the silver bullet, but it helps.

And then I the tricky thing is if you can’t get them on a call to talk to them about that, that’s the kind of thing where I would just, there’s nothing you can do about it. They’ve implemented the wrong copy. If they ever reach out to you and go, why is it working, then you say, let’s hop on a call, and I’ll tell you exactly why it’s not working.

And then you can walk them through. And this is the conversation I’ve had to have have before. It’s like, is so and so a conversion copywriter?

No. What are they? They’re a marketing intern. Yeah. So why are they writing this copy then?

And you can ask that question. And if they’re the CMO, same question. Doesn’t matter where they’re at. They’re not you.

Why are they editing your copy and doing whatever they want? And if they’re if the if the culture of the organization is allowing that, you can’t do anything about that. All you can do is step away and try to do your best to avoid that kind of client in the future. But you’re allowed to have real talks with that person and say, you brought me in for this.

It’s it’s important to me that my copy perform well for you. It’s important for me as important as it is for your team member to not feel disengaged from this. This is my this is my livelihood. Like, this is everything that I do.

And if I’m not getting results for you, that’s really bad for me. So how can we implement my copy? What’s stopping that?

And if they don’t have anything to say, then this call is very likely down to there’s something going on internally.

There’s nothing they can do about it, and there’s nothing you can do about it either in my experience.

Yeah.

And so, like, I I totally understand and respect that as, like, the way forward with this client. I’m curious how you would approach that in general when it’s like you’re the copywriter. You were brought on to to optimize the copy, but you have a hunch that a design component is what’s impacting the performance of that page? Like, do you just provide we’re like, we think we should test button color or something like that, and then and then you put that on their team to implement?

Yeah. So everything that we’re working on, it’s good to align with their designer or design team right up front wherever you can. Always, always, always. And if you can do that, then also share that as they know.

Copy doesn’t live in a silo. Copy and art work together. The creative department is copy and art and now other digital stuff too. But it’s always been art and copy.

There’s a documentary called art and copy. Like, it’s always been art and copy. So you need to work with the artist just like the artist needs to work with the copywriter to get it to its best place. If you the problem is that the designer may not feel empowered to be part of conversion rate optimization.

They’re just like they’ve been beat down over the years by every marketer saying, just change it to this color, and they’re like, they kinda wanna dye a lot of them, just like a lot of in house copywriters kinda wanna dye.

So if you have empathy for that, it doesn’t mean it’s always true, but I would start from that point. Like, I really respect what you do. Have a one on one with the designer, their design team. Really love what you are doing here.

I really wanna be part of making this better. Here’s how I work. How do you work? Let’s let’s figure out how to align on this.

If you can do that, then you can get them on board. Some people will still never be receptive. And in those cases, for me, I get a little bullish, and, take over. And then just say, like, here’s the road map for what we’re gonna do to optimize this.

And you can use data to support that. Right? If you’re like, here’s the email.

I went and I put it on, user testing dot com and had people speak to it, or I did validation, like, a five second test or whatever the hell you wanna do to get that little bit of data to say, like, people are not seeing this button. It’s gray, y’all.

Why is the button gray? But you don’t have to be the bad guy then. You can say people aren’t clicking on it. Let’s hypothesize why people aren’t clicking on it. Do we think they can find it?

Sure. They can find it. Okay. But when they find it, does it look clickable? Well, great things are clickable.

Well, great things aren’t clickable, actually. So you can have that discussion with them. But if they’re if they’re weird about it and you’ve done everything you can to make nice and be friendly with them, you’re the consultant.

Take over. You don’t have to make best friends in this organization.

And a lot of a lot of people are gonna go, does Katie know? And that’s just the way it is.

But they’re probably miserable in their jobs too in my experience. So I don’t know how helpful that is. People are trying to do their best, but they’re also calling it in a lot, like, a lot a lot.

So sometimes you have to kinda be the bad guy if being the good guy didn’t work. Yeah.

Johnson, you have a question, or at least one of the two Johnsons that are here has a raised hand.

I, I’ve got my laptop so I could see the see what’s going on. I was using my phone because it’s got a camera.

Yeah. This isn’t, well, it’s sort of I mean, it’s tied into this, of course, but, you know, we talked last time, about moving towards email, getting to know my market better and the the offer.

And, yeah, I mean, it’s it’s more or less a reiteration of the same thing. In terms of offer, I don’t know what I know. Don’t know. And I do know what I know.

But I don’t know what yeah. And I I know you have a lot of experience in email, and, honestly, I would just love to hear what your thoughts are in terms of offers that fit this model well, and, that that you think are interesting because that would that might be a really good starting point for me.

Okay. So you’re just looking for, like, ideas on what to do as your standardized offer?

Yeah. Basically. Yeah. I’m pretty open to to whatever, and I’m I’m I’m pretty excited. So yeah.

Yeah. Okay. Love it. Who do you like working with? Who’s your target audience? Who is in closest proximity to you that you can reach?

So, I mean, it’s part you you mean, in terms of, like, next client or just in general?

Well, it’s probably that client with my cousin Lee. That’s but that’s gonna be in, financing.

But, I mean, it’s tech financing, so that’s kind of kind of a sort of blend.

K. And that’s gonna happen in q two or q three now. So, that’s the project I’ve done yet, which I’m excited about. Nice. Oh, so that will win. And, Yeah. So that’s probably where I’m going next.

Do you like working with tech?

Well, yeah. I mean, broadly speaking, yes.

But, again, broadly speaking, I mean, aside from, I don’t know, helping our company kill the rainforests, and, I’m I’m happy to work in any industry, as well as I don’t hate.

So yeah.

Love it.

Okay. So the thing that seems to be an unlimited gold mine, is life cycle emails, because of you just problem is you have to go narrower than that because there are so many emails that I’m I’m saying tech, but I really, in this case, mean SaaS. I don’t mean NVIDIA or other more complex behind the scenes things. I mean, SaaS.

I mean, there’s a sign in, there’s a login, and people and users use it, and it’s usually product led growth. Doesn’t mean it has to be, though. So Envision has a sales team, for enterprise organizations. Envision’s not a good example.

They just went bankrupt.

But they were really good for a long, long time.

But point here is if you work with SaaS, there are loads of good reasons too, which I won’t get into because I know I already talk too much as this.

But SaaS life cycle emails or SaaS depends on which part of the life cycle you wanna work on, but that nobody’s doing it. I’ve said this before. Nobody’s doing it when they are they’re inundated with work. They can’t hire fast enough, so that becomes your problem. Like, cool. There’s so much money in work, but I actually can’t hire and train fast enough. So that’s a real like, that’s a first world problem, but it’s legit.

And there’s lots of money. Lots and lots and lots and lots and lots of money for a life cycle. So just do life cycle, stand up, life cycle of some kind, activation through to revenue, whatever that looks like. You have a standard model in place that you, modify.

So you always know we’re gonna probably have these three box scars, but there might be a fourth or a fifth on there. We’re always gonna do segmentation around this part. We’re gonna try to do if we can do triggered emails, then this is true. Some SaaS companies, you still can’t do triggered.

Everybody on the development team is, like, homegrown stuff, so it gets messy. Point is, you figure that out.

Stand it up. That’s your project. That’s a standardized offer, and then you just optimize it from there on out. And because SaaS businesses need this so badly and have a real problem of a database that is packed with email addresses that they’ve been ignoring hard.

If you can come in and start to untangle that, like, that’s why Boxcar that’s why I started it. Just it’s endless, the amount.

The amount of of need there. It’s directly it’s back to revenue where they have users right there. They’re just not touching.

Is that what Boxcar specialize in then?

Yeah.

Yeah. And that’s what Boxcar so I’ve exited Boxcar. They’re off doing their own thing, and they’ve added in other landing pages mostly because there’s also a lot of demand for landing pages, and things like that. But I continue.

Like, I’m consulting with clients right now, on exactly this stuff, and it’s endless. I can’t even stop the engagement when I try to. When I say, okay. I’m ready to hand this over to others.

No. No. Way. Confused. There’s too much money on the line. Yeah.

Okay. A follow-up question I have then is, when would you recommend looking to, gain a a solid understanding around this area in terms of self education?

Yeah. I mean, given that software companies use intercom so much, I would read through all the intercom resources, watch all the things.

Also, Gong, though, like, Gong dot io, they’ve got a really good resource center and software companies that are using Gong usually have a lot of money to spend. They’ve got a sales team as well, but they’re probably trying to also do product led growth. So check out everything that Gong. Io has.

Intercoms, yeah, really obvious one.

Yeah.

Those are Okay.

Those are Like, I don’t think I English.

Yeah. You can start there and have a really solid education at the end of it. Yeah.

Alright. Great. That’s amazing.

And and just before, is there anything else, just seeing as this is something you’re so passionate about, is there anything else you think I should know about approaching this?

My only pause on doing it at all is that you will have to get really strong at saying no to coming on board as an in house person.

So I would say build out your team sooner. Yeah.

The Right.

You’re gonna make us a a crazy offer to bring you in because it’s so valuable or just right. Okay. Got it.

It’s it’s just so hard to I most people who started an email went off and did something else for god knows why, So there just aren’t that many experts out there. If you become that trusted life cycle person for them, yeah, there will be annoyingly compelling offers that you’ll have to be stronger then because when good freelancers go in house, they regret it. Two years later, they’re like, damn it. Why did I not just keep doing the thing? And I have story after story that I’m not allowed to share, but just know. This happens all the freaking time.

Don’t say yes to that offer. You can make more money on your own and be happier.

Anyway, we’ll get in we’ll cross that road when we get there, but that’s the only thing I would say. Yeah.

No. No. No. I think that just made me wanna do it more, honestly, because I’m never gonna go in house.

So, Never say never.

The offers can be very compelling.

So it’s stupid. Sure. Okay. Okay.

Cool. Cool. Awesome. Thanks, Jonathan. Anybody else? Anything else? We’re good. Edna.

Hey. So I was gonna ask you, apart from the click rates or the conversion rates on a pricing page, what else can you track?

Like, the like, the scrolling with the heat maps and That’s a page I took out of today’s presentation.

Easy oh, wait. No. It’s in the tips area at the very end. I didn’t get to the tips page. The last page is full of tips.

Easy on scrolling, and pricing pages are typically not bad. Okay.

I hear you.

There’s the FAQs at the bottom that are, like, expandable too.

You know, I wouldn’t what I would look at on a pricing page, depending on if it’s on the website versus if it’s where people in product lend or lend from emails for users, not trial. So website versus other pricing page would likely have two different ways of like, two different models that you would put together for how to measure success there and what the KPIs are.

Bounce is actually really important, and it might be more at that point, it’s like exit because bounce is, like, when you enter a site and then bounce it versus exit rate is different. So you’d probably call it exit rate. On the pricing page, did they spend less than ten seconds there, which could mean all sorts of things.

And that’s where it’s like, okay. Well, that’s a metric. That’s not a KPI. So you have to first figure out what the KPI is.

Is it, hold more people on the page longer, whatever that looks like as the actual, like, goal, in which case, exit rate would be huge. And then you would go down to the table below and say what’s affecting exit rate on here. Is the price too large, too high? Are we not giving them enough time to scroll?

Like, you’d have all sorts of questions you could ask.

But it really does depend. What you want out of a pricing page is for people to choose an option, but that’s not as important as just starting to be a user. So click a button is gonna be a really important thing. It doesn’t always matter which button they click.

However, if increasing average revenue per user is important to you and if they are the kind of company that starts, that like, a lot of companies, when you land on their pricing page, you don’t have to choose a plan. You’ll choose that plan when you go. Other ones, you do choose a plan. So for the ones where you do choose a plan, it might be that you’re trying to optimize to get more people into a higher tier plan.

So that could be something, increase average revenue per user. It could be both a KPI in this case and a metric underneath that KPI.

But we’re really just looking at increasing average revenue per user, and there’s lots of ways to figure that out and lots of hypotheses you can come up with if you’re like, oh, no. We’re not. Our our poo went down.

So if that’s the case anyway, there’s that to consider.

Okay.

All sorts of things. All sorts of things.

Okay. But start with their goal. So you could also just go out there and do some research on what people want, what business owners want, what SaaS people, or even course creators want out of their pricing table.

Yeah.

There’s Thank you. Loss.

Yeah. Alright. Fun. Cool. Anything else? Anyone else? We good.

Can you just tell me when it I don’t wanna take up more time today. But I am I have some random ideas, I guess, about what might work as a retainer, or may not. And so I guess what is the best time to start discussing and then knowing because I was reading through the workbooks for all this stuff, And at one point, I think I saw something scary like, if you cannot do this, we need to go back to the standard offer and change it. I was like, oh, shoot.

I need to figure this out sooner rather than later. So what is, like, the best time would you say just talk about it in Slack? And if you guys say, nope. None of this works, then I need to look at that.

I’m a little concerned about how much time I’m wasting on seasonal campaign if I can’t figure out a retainer an optimization performance retainer for it. That makes sense.

That’s fair.

What can you I mean, now is a good time. We are in this afternoon talking about standardized offers. And with that, it’s important for you to think about the retainer offer. But next week will be full on retainer offer stuff.

Okay.

So what do you have right now?

Now is a good time?

Okay. Well, the one that to me seems to there’s obviously the seasonal sale campaign, any it could be a product launch campaign, right, where you learn from that campaign, and you can take some of those learnings and apply it to retention strategies and other things like that or just your future campaign. But a future campaign, like you said, is a new project. Yeah. So I’m trying to also avoid that. And so then the major things that I kind of was trying to get it down to was my focus on seasonal sales can also lay a great foundation for ongoing customer retention.

And, so, yes, the average order value that yes. You can do that. And, yes, you can get them to come in during the seasonal sale and buy a second time. That’s all great. But we can also start laying the foundation for increasing lifetime value and all that kind of stuff. So then the only thing that to me made sense in terms of value was ongoing work around their customer retention KPIs.

But what I was still struggling with is I’m not doing enough to opt I’m not doing enough, I don’t think, in the seasonal the standard thing for post purchase experience and all that to kinda make it not a brand new project that almost requires an email audit or something like that. So then I’m like, I don’t know. I just keep hitting the same off. Okay.

Well, I might as well just do an email program audit because they I don’t have the full picture if they bring me on for a seasonal sale. Right? And I wanna keep their customer attention going and doing all those things. It feels like if I don’t see the full picture, how do I say, yes.

We should focus on a win back versus something else. You know? Yeah. That’s what keep kinda coming against a wall of my brain.

I think you’re getting close. I do. Because it feels like okay.

If you have a point of view on standardizing seasonal campaigns Mhmm.

You can start with an audit of their past. That could be, like, your project out of the gate, potentially. Like, we’re just brainstorming here, and it might break. It might not be right.

But, if you were to start with seasonal audit, you go over their last six seasonal campaigns, and you audit them against, like, a rubric, just a some sort of analysis that you come up with. It’s your thought leadership. You own it. You’ve made sense of the best ways that seasonal campaigns work.

And then you could be responsible on an ongoing basis for running their seasonal campaigns against what you found in the audit. Doesn’t mean that’s the thing to do, but there might be if you have thought leadership and a point of view on how to run killer seasonal campaigns, All all you need is that.

Just that, Jessica. You just need outstanding thought leadership on seasonal campaigns.

Right. But that really could be you could build something out of that. You would still have So for every part of the retainer, there is still a certain level of original work that has to be done. Yeah.

But you need to try to systematize.

I say sixty percent of that. That’s not a real number. That’s just to give you a sense for it should be more systematized than custom.

Mhmm. So if you can break it down to here are the templates that work great for these campaigns.

If you could come up with that, if you could own that, then that could be a really interesting retainer where you are doing original work each time, but it’s based on your brand’s hypothesis about what is what to do to make seasonal campaigns work really well so that you attract customers that will pay pay more money to you down the road or whatever that thing is that you’re say that you end up saying in the end. I feel like you could do something, but it would require a lot of, like, really dig into what your point of view is on this.

Mhmm. Yeah. Does anybody have anything to add or any thoughts there?

I would just add that I’m totally in exactly the same boat of wondering, like, the ideas that I have for the retention offer, how do I stop them from snowballing into new projects?

Like, just, yeah, just finding that right, like, golden ratio of what goes in the standardized offer versus what’s the ongoing.

And then kind of adjacent to that, I know we were talking about, like, web copy. Like, so many of us having web copy as a standard project, but not wanting that to be the standardized one going forward.

Like, if I’ve landed on the, like, automated email sequences to increase lifetime customer value, But I’m like, how I don’t know if that’s close enough to the pain point that people like, you know, needing a sales page feels like a strong like, I don’t have the sales page. I don’t feel like it’s converting or, you know, I just feel like the post sales automated sequences feels like an add on to a painkiller product versus, like, a standardized offer in its own right.

Okay. So we were talking about this last time or on Friday. Right? And so if we’re at a so if I’m recalling correctly, it came down to sales page as standardized offer that then gets optimized, emails as standardized offer that then get optimized, or both, a standardized offer that then get optimized. And this is where you’re you’re still working through that. Is that accurate?

Well, I mean, I so I was like, okay. Shut up and make it easy. Choose the emails.

But what I because I’m reading a hundred million dollar lead nice.

Leads right now and just and I really wanna be close to the pain. Like, I wanna be fine. I want people to be like, please help me with this. And I don’t feel like the automated emails is the place where they’re like, we desperately need this support.

Can you then so you’re saying that the pain is the sales page?

No? Well, okay. I acknowledge that I’m talking about working with a different audience that I work with right now, but I was yes.

Because nobody’s ever come to me being, like, give us these emails, but people come to me all the time for the sales page.

Do they want you to continually optimize the sales page, or is it a one and done project?

Well, for my current audience, it’s a one and done project, but I’ve also never pitched sales page optimization before.

Okay. Cool. Great. So if you were to say the pain is closest to the sales page, My target audience that maybe I’m expanding to, feels great pain and wants that page optimized on an evergreen basis. They want to just continually optimize it, I’m going to sell that. That’ll be my thing. That sounds great.

No? What could be wrong with that?

Well, I feel like the sales page is harder to own than the emails just in that there’s more people doing it.

More contractors doing it. More more copywriter in my space talking about sales pages versus the behavior based automations feeling like a more like a bluer ocean.

Okay. That’s interesting. Yeah. I I don’t think it’s red ocean, though. I really don’t like I mean option?

You know best. You don’t You know. But, like, your target audience who is a person that needs a sales page that they’re continually optimizing? What’s the brand that you would want to work with?

Let’s say, like, Jerisha Hawk is a coach that I would like to work with.

Okay. Cool.

Mhmm.

So there are and do you feel like this person sorry. I’m not familiar with them. They’re always being pitched by others, or, like, they’re does it feel like they’re staring at a red ocean of people pitching them on these services?

Well, I’m like, from how engages with hers with her Instagram posts, I feel like there’s definitely at least a handful of other other copywriters, like, circling the wanting to work with her.

Who’s really killing it, though? Like, who in this red ocean is kill is it a red ocean full of sharks tearing everybody apart, or is it, like, a a goldfish pond where there’s lots of little ones in there doing their best, but may like, is there room for you to come in and be the shark?

Okay. I like that. That’s a good analogy for me. That works.

Okay. Good. Then we’ll leave it at that. I’ll quit while I’m ahead.

Alright.

Thank you.

Awesome.

Anybody else?

No? Okay. Cool beans.

Then if you’re sticking around, I’ll see you in an hour and a half for the next training.

And thank you for those who are letting their brains fill up with this stuff. Hopefully, it’s getting you to a good place, but we’ll talk more in a little bit. Okay? Thanks y’all. Bye. Bye. Bye.

How to Build and Sell GPTs

How to Build and Sell GPTs

Transcript

So today’s presentation is how to build and sell GPTs.

We’re gonna cover, GPTs one zero one. Then we’re gonna cover the three ingredients to make a a GPT, then we’re gonna go over, something called assistance API, which is really the professional version, if you wanna call it, of the of the GPT, then we’re gonna go over how to build a GPT. If we have time, I’m actually gonna do build one with you everything is a bit wonky right now because they’re they’re doing some updates. So it’s it’s not as, streamlined as I’d like, and there’s of glitches right now, especially with the Zapier integration.

Then we’re gonna go through, ways that you can sell GPTs to make money. At the end, we, alright, like I said, we’re gonna provide a soap where if you wanted to, you could start selling custom bots to your clients.

With custom knowledge bases as well. So we will provide you with the soap and the video on how to do that. Then we’re gonna do some walk throughs on how we are using assistance API to launch a productized service, success stories cell, and then I’ll try to go through the process and how everything is connected, including how we’re using GPTs plus also, the assistance API. And then, of course, we’ll do the, the Q and a. So we’ll start with, the introducing the GPT. So basically, these were launched to solve a a specific problem and that business owners were saying like, hey, this is great. I love I love the the chat GPT, but I really want something customized that I can use for my business.

One of the big things was a knowledge base. People wanted a custom knowledge base that AI can draw upon. And, and then they also wanted the ability to to get that AI to to create some type of action.

So this is why, GPTs were introduced. Now they’re claiming that there’s no coding acquired, but that’s not that’s not true.

When you get into GPTs and I’ll I’ll walk you through.

When you get into actions, you do have to have some level of, sorry, who’s in the transcript recording is on. Is every everything okay with the transcript on that? Someone just answered your question.

We’re okay? Okay. So they’re saying that there’s no, recording required, and no coding required, but there is some level of coding that you’re gonna need, especially when you’re getting into actions. Now, and these images here that I I’m literally using AI for everything just to get familiar with it. So if you see some spelling errors or whatnot, AI is is creating the images for me. So when you’re creating a a a GPT. There’s basically three ingredients.

The first one is, prompting. So you prompt is to give the the GPT, a set of instructions to guide its answers. The second is your knowledge. So that’s the custom knowledge base that you can use, to, the that GPT will drop upon. And then there’s, of course, there’s the actions as well. Now there’s there’s two types of actions there’s the actions that, integrate with open AI’s existing capabilities, like you’re browsing with Bing and your data analysis, and then you can also create a custom actions usually by API integration and a few other things as well. So those in a nutshell are are what makes up a a GPT.

The first ingredient number one, and I created a bot to sort of explain the process and then what we’ll go through a live version as well is to create your prompt. Now, what I did, it’s kinda like a using a prompt to create a prompt, but I created a just that, a prompt, a GPT to help me create a prompt.

Which takes me to the next step, which is the knowledge base now to to create that prompt buddy. I used OpenAI’s knowledge base. And what I mean by that is I went to their website, found the the guide on prompt engineering. I turned that into a PDF, and then I uploaded it to chat GPT, and I told, prompt buddy to use that knowledge based when creating prompts for me.

So that’s how the knowledge base works. The second is the the, sorry, the third is the action. Now the action is where you can use prompt buddy where it can not only create a, a a GPT for me and it get but it can also do some type of action, like it can post to a website. It can draw on my schedule.

There’s multiple things that I can do with it. So that’s the action, and there’s two ways you can do this. The main one is through Zapier, and then you can also do it through API integration as well.

Now there’s two types of, and this is important. There’s two types of or there’s two ways to create a g a GPT. The first one is is the the GPT itself, and the second one is called assistance API.

Now they both serve they both do the same thing, but they serve different purposes and they’re for a different audience.

The the assistance API is really for developers technical users.

They wanna build a lot of applications.

The GPTs are for a general audience. They’re for non tech, technical users, entry level users, limited, coding experience.

Use case for the assistance API is you’re gonna build an agent like experience.

You’re gonna use open AI tools like code interpreter, you’re gonna do function calling. GPTs.

They can integrate with, open AI’s products, but you can’t do as much, constant function calling as you can with the assistance API.

The file upload limits for now this is in regards to the knowledge base, the assistance API, gives you the most, amount of, files that you can upload. You can do twenty files per assistant, maximum a hundred GB for an organization. And, of course, for the GPTs, you’re limited to ten files. Now that’s important because the that’s talking about your, your knowledge base that your your GPT will will draw its knowledge from.

Token limits. Now this is essentially when it stops working, assistance API, you get a lot more a lot more tokens to work with with the GPT. It stops following instructions at around seven hundred and fifty words, and that’s important when you are prompting.

So the assistance a API, you can really see how they’re gearing it towards, professional use. And it’s really if you wanna get into client work, or you wanna work with clients or develop products using AI, you really should start learning the assistance API, which will go through as well. Now the usage caps, assistance APIs pay as you go, and GPTs have a cap of fifty messages every three hours. And that’s for the chat GPT plus.

Now, someone way smarter than me dug into their code and they figured out that GPT is launching a, new plan soon. So this isn’t released. So, but they are launching this. It’s called a flexible team plan.

What they’re gonna be doing is offering unlimited, chat, GPT, and you have a monthly plan, which is thirty dollars a month, but it’s a minimum of three users.

So that’s ninety dollars USD a month, and they’re also gonna offer an annual plan as well. So they think they’re saying they’re gonna launch that in a couple of weeks, but just just to let everyone know, and that’ll include the the chat TPTs as well. So you can start doing some, some some fun stuff.

Access the assistance API is through the API and as pay as you go. The GPTs, of course, you’re limited, and it’s through open AI as well. And you have to have a plus subscription.

Now customization, this is the big one between the two. So assistance API, is really meant for fine tuning and you can have a lot of fun with custom integrations. You can have multiple APIs.

You can create custom knowledge bases. You can you can train your, your your bot on a million different things. The GPT, you can also customize, but you’re really limited and you’re also limited in, the amount of API calls that you can make, as well. So you there is some restriction there, the assistance versus the GPTs. And you can see how they’re modeling this as well. They’re really gearing it, the the GPTs to really small business owners, and then they’re gearing the assistance API to really you know, the professional end.

The thing with the GPTs though, especially when you get in the actions, it’s it’s not, it’s not easy to do. Like, small business owners are not gonna start creating their GPTs with custom actions, just to You need to know Python, you need to know API, you need to know some coding.

Here is if anyone’s interested, I can send them. This is the prompt that open AI is using that helps you create the custom, GPT. So if you wanna dig down into the code and just have a close look to see how they’re doing it, I can provide this. Someone else did this. They found it, and then they, they used OTR to sort of describe the info.

Now We can talk about how to sell GPTs.

There’s a few ways that you can do this is open AI is launching a marketplace. They haven’t launched it yet. They’re gonna be launching it soon, and they’re gonna be offering a profit sharing model. Now, that’s kinda work. A lot of people are saying what’s gonna happen is kinda like what Amazon did where they’re gonna they’re gonna partner with select, GPTs, and then they’re gonna purchase them, and then they’ll start selling them on their own marketplace.

There’s no details on the profit sharing model yet, but that’s the the angle that they’re going with it. The other just go here. The other way is to create and sell custom bots and automations using the assistance API. You can sell that to clients or you can sell it just on marketplaces.

And the other one is to, create custom GPTs for clients.

Not as advanced as the the AIs, but you can do you can still do quite a bit with a GPT.

One example is you can use a GPT to, create a lead bot and then use a an action to send that lead to your CRM and then trigger a nurture campaign or something as well.

Another way that you can use the, assistant API besides selling it, and this is where I’m the angle that I’m going with it is to really automate and streamline productize service.

So we’re using Assistant API to to do just that. We have a productized service. We’re gonna use this technology to streamline the process.

And, of course, that’s gonna allow us to get the market quickly scale and make more money. And I’m gonna show you how we’ve done that in a few minutes on how, the exact process we use and then you can swipe that as well.

So the custom, GPT is another angle you can use them that I I would suggest as well is to sort of use these to to help with day to day tasks and your routine tasks that that’s important because It can make you super efficient. I’ll just give you a couple ways that I’m using them. I love to read. I love to read books.

So I created a GPT to create custom cliff notes. So I’ll purchase a note from Amazon converted to a PDF uploaded on this it creates a class, a custom cliff note. I print it. There’s my summary, and I can read, you know, three, four bucks in a day if I wanted to.

That’s just one way to be more productive.

Another way you can do it is, I’m using it to analyze customer feedback for specific pain points. So we we have a survey data that we put out to, patients. And then we upload the survey data, and then it looks for specifics pay pain points. And I can show you the trends it looks for, but it looks for phrases like tired of worried about.

And then it gives a report that we can use for sticky material as well. So we incorporated that into into part of our process.

We’re also using this and this is part of our productized service. This this is a bit more advanced, bot, but it’s still using a GPT where what we’re doing is we’re pasting a form thread inside of GPT, it goes to the form with Bing. It scrapes the data. It takes that data, and then it writes a compelling success story based off a knowledge base, and I’ll show you the knowledge base.

The knowledge base is a book written by Rob Blie on how to write successful case studies. So it uses that book as its knowledge, and then it uses the frameworks inside of that book to write the success story. Then we have examples from nerd fitness. I like that writing style.

So I included that into the knowledge base as well, and it’s using that for the tone and the voice.

And then it’s it’s asking, it also includes things like your USP, you know, how many years of, experience the the clients been doing this. We’ve customized it a little bit because this is one of our clients, and we’re we’re offering the productized service for and that’s really an angle you can do with it. You can really customize these for specific or to solve specific problems.

So having said that, let’s go ahead and build, a a GPT.

I’ll start. What we’ll do is we’re gonna start we’ll we’ll build a basic GPT on delegating what I’m getting to the first problem is, you know, I I have a business I have multiple direct reports and and delegation is is something that I do every day. So what I wanna do is I’m gonna create a custom GPT, and I’m gonna ask it to help me streamline the delegation process. So the great thing about this, make sure it’s probably won’t And it is glitchy. You’ll know that, maybe a lot of people are using it, but it is glitchy. It’s taking a lot longer than usual.

So it’ll start. What this is doing now is this is really asking for, information. This is really the prompting, but they’ve automated this in a sense.

If you go in here and I said those three things that make up a GPT, here’s your instructions.

Here’s your knowledge base. So the knowledge base is you can you can upload anything and it’ll draw from that information, and then you have your actions right here. And this is where you can use different integrations like Zapier to really get it to do something. But let’s let’s go right here. So I want this to I want to streamline the delegation process with my team. So it’s asking me for some info and, please describe your overall goal, for instance, providing specific information.

Okay. Use so I’m just gonna in the knowledge base. Now what I’m gonna do is, I’m gonna go here into the knowledge base. I’m gonna just make this simple. I’m gonna upload it.

And on here, I have a book that, on your view.

On delegating effectively, effectively. So I’m gonna upload this.

It’s a book that I purchased on, Amazon.

This will upload, and I’ll I’ll have it u use this as the, as a knowledge base.

It’ll just take a couple of seconds to load. Okay. There we go.

Can I can I ask you a question?

Sure.

When it comes to the knowledge, one thing that I I still had to understand, how do you tell the GPT when and how to use the knowledge because I tried, but I didn’t see it, like, use it effectively. Like, they do just tell it, use the knowledge in the prompt.

So what is okay. So what I do, to go as in, and I’ll get into the open AI playground is I use the open AI playground to to really to get to a point where I’m happy with the prompt. Because you can get pretty detailed in this. And what I do is I copy and paste it inside of the builder that I’m building, and then it’ll say specifically to use this. It does it does draw on this first.

I don’t if web browsing, I think if this is enabled, it will go outside of that. Did did you have this enabled right here?

Yeah. Yeah. Yeah. Yeah. But, yeah, the the problem is Yeah. I uploaded a book, but whenever I asked some stuff, I didn’t see, like, the, you know, where where you see the the animation of, like, looking in my knowledge.

So try I I haven’t had that problem. One trick I do is that I’ll you can start once it’s live, start it with saying, hey, can you please summarize what’s in your knowledge base and have it draw on that first? Have you tried that one? No.

Yeah. Try that. Usually I’ll or I’ll try when I’m When I’m creating a prompt, I’ll I’ll give it instructions, and then I’ll say, do you understand? And then it’ll summarize what I’m saying just to make sure it’s clear or like I said, just have it had it summarize the knowledge base and what’s in there or refer to the files directly in your knowledge base.

Yeah.

Right? That’s that’s usual as well.

So, I’ll got note, Shane, Monique here.

Hey, Monique.

Are you are you high? Hi, everyone. Sorry. Sick here. So I’m off screen today. Yep.

Is it imperative you think to turn off the web browsing aspect I think what you’re saying, Chris, is exactly what I’ve experienced when I built these. It’s just not using any of the layouts or the knowledge that I reference.

It just be it seems very haphazard in some ways. Like, it seems more focused than starting fresh in a chat session, but it’s just not as focused using guidelines and layouts and frameworks like I would have expected when you call on it in the GBT?

Are you using just the the we’re talking about the GPT, not the Yeah. Okay. Yeah. So so we like, I do I haven’t had that problem only because I start like, I don’t jump directly to the, to the GPT.

I use the assistance API, and I I suggest you use that as well because you this is where I really streamline everything, and I get it to the point that I’m happy including the prompts, and then I’ll I’ll paste this into the and I’ll show you in a minute an example. I would paste this into it. Like, I’m I’m using this rate now to sort of guide the process, but I wouldn’t do this normally. I would figure it my own prompt.

I don’t find the qualities as good.

So here’s, I’m asking it right now, so I I said, look at the knowledge base for the delegation process. It is drawing on that. That is the book that I I uploaded in there.

So I don’t but do try if you do come across that, try that does work for me sometimes. Just ask it to summarize the knowledge base and see what it comes up with.

Yeah. I would love to know. And this is where I haven’t worked as the assistance API of the prompt uploading that you’re using. I haven’t done that. So that’s interesting. I you’re developing outside of chat GBT through OpenAI.

You’re developing Yeah.

Like, I’m using so I I I’m not a prompt expert, but I just used the advanced guide to prompting from OpenAI and use that as the knowledge base, and that’s feeding my prompt right, as well. So, Demicize his base.

Let me see what’s the delegation.

And it’s not it is, like, this whole GPT, it is pretty wonky even with the we’ll get into the Zapier integration as well. It’s not perfect, and there’s a lot of glitches right now. It doesn’t always work like it’s supposed to, identify the task. So now it’s going through. It’s telling me what the book is.

So the goal, we won’t we won’t cover all of this. But what essentially this is doing is is I would ask it to summarize the delegation process. Then at the end, I would ask it to help me plan the project asking clarifying questions.

Asking clarifying questions is important because then it it doesn’t assume anything. And then at the end, I would have it create a delegation worksheet that I can print and share with my team member. So that would be the ultimate process of of this. Now what I’m doing here, this would fill in all of this as we we get going. These are conversation starters, instructions.

This part right here is what it’s building out right now.

Let me see if it if there’s a specific so can I ask when you Sure?

When you develop in the this this part of the create, are you then using any of this prompt outside of if you’re not using Assistant API? Are you taking any of this work and putting in the configure section?

Yeah. It’s so what’ll happen is, delegation. It’ll update the configure when it’s done, the the whole point of this is asking me clarifying questions to to build the prompt in layers. And when it’s done, it’ll it’ll update the configure portion as well.

So it’s yeah. That so it’s asking me right now. Do you wanted to call a delegation assistant? I’ll put it yes.

And what’s gonna happen is There you go. You’re gonna see a lot of, messages in conversation.

Yeah. There’s tons of glitches.

You’re gonna see it update this from that, and then it’ll ask me for also if I wanna use the image. As well, but that’s what’s when it’s working properly. That’s what you’re gonna see. But that’s okay.

I’m gonna show you in the back end of the ones that I’ve created. So here’s here’s prompt buddy. I’ll go into prompt buddy. I’ll show you the configuration.

Here’s the the this is what if you use the the t p t tool, this is what it would create for you and this is these are this is the prompt basically it instructs. These are conversation starters that’ll it’ll create these for you, and they’ll populate here as well. And then, of course, you have your, your null base as well, which is interesting because it actually it looks like it’s not saving the the knowledge base like it was. Like I said, there’s a lot of glitches and to work with it as well. And then, of course, at this stage, depending on what you need, you would sort of set up your your web browsing, the the image, the code interpreter, and, of course, your actions as well.

Okay. I wish, but that’s essentially how it is when you’re you’re creating your GPT. You just tell it what you want it to do, and then it asks you questions in it’ll populate this entire section here for you.

Does anyone have any questions on that?

Can I just ask, so you mentioned about having a create a worksheet for you to delegate to your team members? So that would be in the action step.

No. No. That’ll be you don’t need, you can use a quote quote interpreter for that. Like, a lot of that stuff, it just it it does it out without you having to do anything.

Actions are, like, if you wanna include, Zapier. So she’ll give you an example, write a story and, hopefully, it works. So this is a a GPTI I created on write a story and post a word press. Okay?

So in configure right here, you’re gonna see that I’m using the Zapier integration, and I’ll show you how to do that in a second. And on this right here, I give it a a couple of, instructions that I wanted to do. Basically, I’m gonna post something. I want you to use ProMagitate solution, then I want you to take that post and I want you to posted to the WordPress blog.

So the action is really the the action you want it to take. What what actions do you want it to do? It can draw information, from different data sources. Like, maybe there’s an API, like a public API that you wanna draw, maybe the the current time zone in the part of the world or how hot it is in part of a world.

You can pull that information in from the API, or you can use actions via Zapier to to do something. So those are the main the the things in it. So we can try this right now and see if it works. It is set up, properly, but we can go into, I’ll paste this here.

I mean, we automated this. I’ll show you in a second. So I’m just showing the manual version, but we did automate this.

Quite a bit. So let’s pop this in.

Please write and publish to word press.

I spelled out wrong, but if it doesn’t mean it’s spelling, it doesn’t care. Like, it just it So it’s following the prompt right now. It’s gonna take this. It’s gonna it’s gonna it’s asking me to allow because it’s hooked up to Zapier.

This doesn’t always work. Yeah. See there. So stop working as APR. I have checked and configured for creating a post approval.

I need a bit more information so we’ll provide a specific So it’s doesn’t it’s a bit wonky that they’re, that they’re using right now. Sometimes you have to go in and just retest it, allow okay. So, hopefully, we’re good now.

Christine, while you’re on the work. Sure. So in the case where I was using my GBT, and then I did all this work.

Yep.

I think it’s worth calling out, and maybe it’s just how I did it. I did all this work didn’t copy it and then saved saved it thinking I’d save it as a chat as the history we tend to think.

Yeah.

It doesn’t. It doesn’t save all that No.

I I got burnt a few times.

Yeah. So it’s worth calling people at, like, if you do a lot of great work in it on the on the right side after you’ve configured. Save. Save it.

Save it. Yeah. Please reply. Continue Yeah. So it’s working now. It’s like, yeah, a hundred percent.

Like, I, it doesn’t save your history. Like, yeah, I’m so used to it. Right? Just in the side.

I happen to be so many times, and it’s not, especially when they’re getting into prompting, it’s a bit, it’s a bit wonky where all of a sudden, the open AI will decide to update everything that happened to me last night, or you’ll time out at the thirty. Right? Because you’re limited until they offer those plans. So you have to be very you have to be careful. It doesn’t save anything. So this is taking that what I what I just posted.

It’s gonna write it as problem match date solution, and it’s gonna post it to my WordPress blog. It does take and is using Zapier integration. And I’ll show you how to set that up in a second. It’s very simple. You just need a Zapier account and piece of code.

The problem is you can see how you’re clicking a lot of stuff. You still have to allow, allow, allow. It’s not as automated as as I would like, and that’s why we’re it’s better to use the assistance API. You can use a you do it a lot quicker. So now it’s talking as APR seems as an error course.

To try again adjustments, please. Yes. It will work itself itself out, in the end. It does work. So here’s a couple of examples.

On that. Let me go on here.

Hey, are you just straight, but you’re not doing any work on refining. You put it into WordPress, and then you do the work in there.

No. I’m just showing I’m just showing the automation Like, here, you can see these are the ones that it did post into, WordPress. You can get it to work. So it took it took that chat. So you can see it started. It may do it now, but it took it took all of these this content, and then I uploaded the photos like this, and I went in and said, and I took these photos, and I pasted them and then I said, and then I asked it to write the story and then post those, post that to WordPress using Zapier, and it does it’s not perfect because they’re just they’re trying to figure stuff out, but it does work.

Eventually. And this this is the end product that I came up with. This this part was automated through Zapier.

So it took this form thread here k, took that, wrote it as problem match day solution. And then the only problem is you can’t scrape the images. It won’t let you do that. You can save it you can ask it to turn this page into a PDF and then, pull the images from that PDF. That’s a bit of a workaround, but then I find, like, after too many instructions with GPTs, it just doesn’t understand. It just doesn’t work as well as you want it to. Right?

But that’s an example of automation that you can you can make it work. That’s a very basic, level of automation that you can do if you really wanted to. You could I I really don’t know how practical it is right now for GPT’s scale it. I don’t I just don’t see it. I don’t see how that’s beneficial, but it is there with Zapier.

Zapier is the first one out. To set up, use APier. It’s really simple. Just go to explore, and then you can click on create your custom GPT under configuration here.

You just wanna go down to Zapier. Click on, you have to have your Zapier account, of course. And, you’ll go in and under the actions is import from URL. Now you import from URL and this is gonna obviously use the Zapier.

Then you I find as well if you’re gonna use AP or just double check and make sure to test it because it just it’s a bit wonky right now. The other option as well is to use your own. Now this is the part I was talking about where you do need a developer. The there’s this is I have no idea how to Python or, like, JSON.

I I’ve worked with developers so they can handle this stuff. But this is an example of a script that that pulls in, the weather data from an API. And then you can use that as a data source or a knowledge base for your, for your GPT. So there is some level of coding, if you don’t use Zapier, unfortunately.

It’s either Zapier, your custom, you’d have to work with a developer, or you have your your knowledge base. Those are pretty much your options.

Any questions on that?

I have the use case that I would love to ask, but, you know, if there’s other questions in the room, Yeah.

Anyone jump in as well. I’m gonna I’m gonna I wanna go through the, how we’re using it, like, how we use it just to sell a productized service because I think the real value so what’s gonna happen is, like, when GPTs launch, they’re gonna be flooded with all of these free APIs. Right? The quick wins, everyone’s gonna flood it.

Businesses are gonna try. They’re gonna realize outside of these, like, your your basic integration, they’re gonna need in Zapier and whatnot. They’re gonna need to work with a developer, and that’s really where it’s headed. But even then you’re limited, and and I noticed that open AI has done this intentionally.

So if you really wanna get into this AI automation and whatnot, learn the playground, and work find a really good developer, who knows Python and API and work with them and really use the fine tuning and this to really customize stuff. So having said that, this is really how we’re we’re using, GPT. So we have a service.

We were launching a service called, profitable case studies. So what I did was to to start that is we we went and show you the assistance.

So we created, different assistance using the API.

Now we got into a bit more, more detailed prompting. It took us a a while to get to this. And we also uploaded a a pretty large data set. Okay.

So the the goal of this prompt here is our our product high service is success stories that sell. So what we do is we go to forms like this and we we turn these because, a lot of our clients are b to c. We turn these into a compelling success story using proven copywriting frameworks. Now the the database that we use is this database here.

We have the let me go in here. Oh, it’s prompting.

Case studies.

So the database we use is a few things. We we use this book called, marketing with case studies. It’s by Jeffrey Long and Blie. I don’t know if you know Robert Blie, but legend in the direct response world, one of one of the best all time.

This book goes into detail on how to write effective case study covers everything a to z, and we use this as a knowledge base to train our specialized bot in writing case studies. Then we found a bunch of, I don’t know if you’ve heard of nerd fitness, but nerd fitness has, great content that they put out. So I created all these pdfs of emails that I’ve collected blog posts, that I liked and I trained the bot to use that writing style when it writes the success stories. Okay? So that’s the knowledge base that I’m using, and that’s what you see right here. These are the files. Okay?

I don’t use the function. I we use the functions, but I’ll I’ll explain it in a second, on how, but we don’t we don’t use it quite like that. So this is what we use to to craft the, success story. The there’s two ways that we can do it. We did create a GPT for the GPT that we use is, which one is it right here?

And it does work. It’s not as effective as the, the other one, but it does work, as well. We just pasted the assistance API into the instructions and then of course you can notice the knowledge base as well. We included the the the the same knowledge base.

You can, if you’re using the assistance API, add more of a knowledge base, and there’s also something called, I’m not a developer, but my team are there I guess there’s a way that you can take all of this and you can condense it. And make it easier to read and then you can expand your knowledge base. I forget what it’s it’s encoding or something. When it was they’re doing that, they’re gonna do a soap on it.

To to help us, if if that’s something you wanna you wanna get into. But, essentially, we take this this is our, assistance API.

The great thing about this is when you go into here not only do we have this trained on writing, a success story, but we’ve also hooked up this as our AI bot. Okay. So what this is doing is it’s not only gonna find a success story post, I can paste this into it. It’s going to write a success story.

Okay? It’s not only going to write a success story, but it’s going to write a an email plus it’s also gonna write the social media post and then it’s gonna upload those to the WordPress site and then it’s also gonna print a PDF that I can share with the client and get approval for it. You we tried that with the GPT. It doesn’t quite work.

It does work with the open AI, the assistant it does take the only problem is it does take a little bit of, I can start it now and see if it goes through, but it does take a little bit of time.

To work through it. So the final deliverable, just to to let everyone know, this is what it it produces in the end. It’s an email draft.

Here’s the Google doc. It starts with the, the success story. Here’s the original blog post.

Here’s the original post. It takes this. It writes it as the it uses the same, framework that Bob Bla uses, the struggle, the decision, the journey, the transformation, then it uses the same, voice and tone that I like from nerd fitness. And then it writes social media posts that I can use to promote that blog post and then it also writes an email that I can use promoting that blog post that I can send to my list with the ultimate goal of driving traffic to that that page to the course generate leads.

We want to, at some point, the next step is to take these and use the functions in the open AI is we’ll we’ll take these and we’ll actually create, posts using the API and and we’ll try to post them. That’s not gonna be right away, but that’s the ultimate goal. Now we’re also using this as well. This, what’s cool is not only are we using this to create content, and you can see how it takes a while. It does it does take a little while to run, but we’re using the same data as I showed you before, is to create a chat bot. Success story expert. So what’s cool is that this is pulling its information from this.

So what I can do is I can train this ongoing. Like, this is kinda like the engine from my chat bot where it’s getting its information from. And then it’ll feed this as well. So if I ask it, it’ll ask me about the success stories.

Hi. Looking to create a success story. If I said yes, it’ll go through the process and it’ll ask me for my information, my email, and whatnot. If I ask, can you tell me your process?

This isn’t finalized by the way, but you can sort of put it in action. Tell me your process. It’s going to look at the knowledge base and the knowledge base in this case, of course, is the the marketing with case studies. Okay? And it’s gonna explain that process to me. So that’s really how we’re customizing it.

To solve a specific, problem.

Now, it’ll get they’ll take a good it’s slow to to, to work sometimes. Now the ultimate goal is gonna ask me for my email and phone number, then it’s gonna put the lead inside of our sales CRM and of course that’s when our sales team can sort of take over.

And then, of course, the, like I said, this the productized service we’re launching is gonna be, we’re working. This is the page that they’re putting up right now. Oh, there you go. So it talks about here’s the process that we do. We identify the hero. I’d love to create a process.

Here we go, and then it asks me, hey, can I grab your email? You know, if I give him my email and I’ve trained the prompt to ask for that, like, to get the email to put it in the CRM so then I can nurture it as well. And that’s all in the you can see if you if you go through, you’ll see the different.

This is where we request the form link ask for the email, the different types of deliverables I wanted to create, you wouldn’t be able to do this level in the GPT. You you’d need to use the playground to get to this level.

Just a heads up. So here you can put, you can see how it took the that information, and it it wrote the success story. It did do everything.

Here, and then you can you can ask it to create a PDF, for, I can I can email right, for approval, whatever? And so it’ll take that and it’ll create a PDF, and then you can download the PDF, and and you can share it with line if you want. It’ll use code interpreter. I don’t have to create a prompt for that because, obviously, it, it’s just using sort of what what comes with it.

Right? Your your Dale and quote interpreter and whatnot. So that’s a very sort of that’s the big idea on how we’re using it. Like, personally, just a recap I’m using GPTs to really help with my day to day work stuff.

The, which I think is important for me anyways, like on effective delegation, creating summaries, I you I mean, you can use it if you want to to automate a lot of the process with Zapier. It’s it’s wonky. It’s not completely automated because you have to authorize stuff and you have click allow.

So I’m using this really as the, like, create prompts, you know, write your summarize books for me.

This is great where if you wanna learn something, like, if just find a topic on Amazon that or find a course and you can export that course and use that as your knowledge base, right? You can use that with Joanne as she has a great ebook on So you could create a custom GPS that specializes in cross heads and it’s pulling from her custom knowledge. So there’s so much you can do with it. I’m like, something that came out is called the black web where people are saying that that basically all the information out there now is is non human. Because it’s automated by bots right now and and everything out there is just AI generated that it’s not real. There’s this whole like it’s it’s kinda It’s a it’s a mind when you when you think about it, but that’s how I use it. And then for the the big picture stuff, the automation, I use the open APIs.

And, with that, we can get into some pretty advanced automation, and that’s where you can get into the, really, the, to, the package and sell your product type services, everything from creating your wireframe to acting as a leadbot agent, which sends the leads in, to writing and acting the stories, basically anything you can think of. Now to create your own bots and whatnot, we did we don’t have time to walk through the process, but we did do a video for you and a soap as well on the exact process and steps that you need to follow. The only thing you’ll need to do and just message me if you need with it is you do need to create an open AI, API.

Okay? And there’s different, you get them under here. You just need to create an API key. And from that, you insert it, and that’s how you can use all the the, the assistance API and ways.

And if you need help setting this up, I can I can give you some, some tips as well? I do have our developers working on a few things that we’re gonna try some templates for everybody that you can use sort of plug and play, especially the functions and then we’ll be sharing those with the the community as well. And I’ll share this, with everyone as well. If you wanna create your own bot, to show you exactly how to do it.

Does anyone have any questions that I can answer? We can open up that now.

Hey, Monique here.

I was wondering, can we do it over the shoulder exercise, like, where we take the SOPs and kinda do a a working session with each other because Absolutely.

I would love. Like, I this is so much great information, but I’ll tell you, like, even playing with GPT. I don’t know how many people have actually built any GPTs.

Yeah. This is so much great information. I I am going, oh my god. How do I even start it on the assistant API side? Cause that’s something I haven’t done. So I’d love to just, like, start as if we’re ground zero together and ask questions and build something where we kinda come in with a plan because that, like, I would love to do a voice a customer.

GPT where I could just figure out a way to pull in tons of, you know, Kaptara, g two summaries We done that as well.

I’ll show you the, so we did figure that out as well. I’m showing if it’s on here. Where is it?

Yeah. It’s under we actually did that. I’ll share it with you as well. So we had it.

We uploaded the, the voice of customer, and we looked it for patterns. I don’t know if they did an open AI one. Which one isn’t here? Oh, it’s VOC.

Yeah. It’s the VOC research.

So they analyze We had different words that we wanted to. So there’s there’s patterns. So if if someone is looking for a solution, they’re gonna type things on forms. Like, I want to. And then usually it’s followed by, like, a so that phrase. So I wanna do x so that. That’s, like, the outcome they wanna achieve.

So we analyzed all of those patterns, like, for sticky copy, and then we asked AI to look for these patterns and all of the the survey data we have from patients or customers. And then from that create in table format or identify these keyword phrases and just by identifying keyword phrases, it’s gonna be good sticky copy that you can weave together as well. Right? So you can get something cool.

Like, I’m tired of this, and I just want this so that, and you can apply some formulas. So that was the trick, for that. We did solve that. You can see here, and I’ll share this with everybody as well.

That’s so cool. Yeah. Because even just like an example of sorry. One last push on this, like, even pulling down, a whole bunch of, you know, reviews as a process.

You know, in a way that’s, you know, he has a PDF and how to do that off of websites. That even that, I haven’t figured out, like, do I do his PDF or copy and paste copy when one by one, but that’s my question.

And then, I would love it.

Yeah.

We can do it over the shoulder.

Yeah. Like, let’s do, like, something where we can so an example is, you could so we have a thank you page. I’ll show you what we’re we’re doing right now. The this is what we’re gonna set up.

So this is this is the same client I’m showing you right now. So another way another we’re gonna do and I’m gonna make money from this. I’m just gonna upsell all this stuff. Right?

So here’s the the the the board. Let me go into the website and I’ll show you how we’re gonna use it on this do do do we may okay. I’m gonna go in and, this is I’m just showing you how to think, like, how you can incorporate AI is exactly what we talked about. So let’s let’s use it for lead gen.

Okay. So we we collect, basic information, and then we have people complete a hair loss history form. And on this, basically, it’s a persona. It’s understanding your the problem, the outcome they want, the hesitations, concerns, and what we’re doing is we collect all this information, submit it, and this goes to a CSV file.

What we’re gonna be doing, and I’ll show you the CSV file right here.

What we’re gonna ask AI to do is analyze the the data, okay, and from that, here’s the hair loss history form. So this is an example of the data that we collected So the prompt I just showed you will analyze this data. These are all the responses of, like, five thousand responses. And from that, it’s gonna look at the retractor.

So it’s gonna look at the the the survey response with the most amount of data. And then it’s gonna take cost it’s gonna create customized personas based around all of these. It’s gonna look for these patterns and trends, create a persona upload it to the CRM. So when the salesperson meets with the person, they just need to print out that persona which is based off exactly what the the patient said at this stage in the journey.

So now they literally have something that they can sit down and know exactly with the outcome they wanna achieve, the problems they wanna solve frequently asked questions, the the what why are they hesitating the buy?

You can see that was pretty powerful, right? So that’s that’s when we were going to look into automating it.

But yeah, we can do we did solve this. It actually works quite well where we can use this data and we can use those we can compile a pretty cool report. Our ultimate goal is to create, personas from it. And then also yep.

This is maybe, like, super basic, but, like, I’ve been so when I have points of customer surveys, that look, you know, slimmers that form. I have been copy pasting those responses into chat to BT and giving it prompts around, like, know, identifying the most common themes in terms of desired benefits or or pain points they want solved. So just in terms of, like, using this for the purposes of us writing coffee, is there a big difference between chain training at GPTS versus using chat GPT Where you’ve given it a similar prompt?

Well, yeah. Like, the the advantage is that it finds like and I’ll share this with you, but we there’s patterns and there’s there’s trends. It works quite well. It’s like it’s looking for one.

It’s automated, but it’s just like an ongoing thing. Right? You’re always it’s you’re you’re using sort of this. Well, what we’re gonna do is we’re gonna use this to constantly collect the data, analyze the data, then it’s gonna look for patterns.

It’ll start isolating, like, the it’ll look for trends. Like, it’ll look for this is the most common problem this is the most, this is the the the most frequently asked outcome. And then we can go a step further. We can use it to create personas for advertising, for Facebook.

We’re using that for Google ads right now, where we’re using this data to really come up with, we’re we’re saving a lot of money. Right? We’re using it for targeting. Does that answer your question?

Like, how So so I guess that’s through the integrations of this and, like, so you’ve got it integrated with the form and you’ve got it integrated with the, like, that looked like the letter from ten x landing pages that you have in there for the for the, trends.

Right?

The, which one?

The for In the instructions where you had no back in there?

No. No. Beer. No. No. This is what okay. So this and I’ll share this. I’m gonna share all this with you.

So this is asking AI. So okay. So from this so okay. So here, I I see I see what you’re saying.

Okay. So this data right here is not only useful for identifying, you know, how how this problem makes them feel, you know, problem agitate solution.

Solutions they’ve tried and they’re not happy for. The specific outcome they want, including the specific problem they want, plus any fears or objections for moving forward, that’s your basic stuff and that’s really good to know. Right? That’s awesome.

But the real gold is this. Right? There’s phrases in here that you can use, like, think your your VOC mining. So one example phrase is tired of.

Okay. So I know that when when I tired of that there’s gonna be some things you see here, and it’s it there always is. It’s like I shaved my head for a few years I’m just so tired of, like, this x y z, and there’s patterns like that throughout your VOC. So that’s where we use AI to to figure out, similar words that that talk about an agitate or pain point.

There’s there’s worried about tired of. There’s hundreds of them. Right? And that’s where we use AI to, to really identify those sticky words and then put them into a table format, and then we use them for VOC.

Research or for our our copy is sort of like, that’s the way we approach it. And then we also use this to create custom personas, right, based off, well, we do we haven’t done it yet, but we will. Like, each of these is a is a persona that it’s gonna create for the salesperson that they can print through the CRM.

Right? And then also this is gonna help me identify, like, long term trends. Like, so that is another one.

Another one is I just want. Right? I just want. There’s tons of them. And, like, this is sticky copy.

Those are the words you need to look for. It’s like, I would like a full head of hair. There’s another one I would like. Simply put, I just want my normal life back.

Come on. There there you go.

There’s just this is, there’s Johnson here.

That’s so cool.

That’s so so cool. Where did you find well, like, where did you figure out that those phrases were, like ways to identify sticky BSC copy?

Data. You need to hold. So we have like and I’m gonna share this with everybody. Okay? So we have fifty thousand responses, like, over time.

This goes back to the the original training with Joanna. Like, we’ve been collecting this data for a while, and it just it just you need the data to to analyze it. Right? And then have AI look for those patterns. I’m trying to find we they we actually did it. I forget what what I what I called them.

But, yeah, I’m gonna paste it all and it it it broke down. There’s different, there’s different phrases like that that identify problems, agitation, outcomes, dream states, even frequently asked questions. Right? There’s different there’s different strings or patterns that you can look for, and then you’re just trading the AI to look for those patterns.

That’s the way you get You identify those patterns, but by looking through massive quantities of data, part of me?

You identified those patterns by looking through the data?

You got it. This you need the data to to Exactly. I just did what you did. Right? But I obviously used AI. We used to do this with, I’ll show you the old days before AI. So here’s Here’s a form.

The this is what we used to do. This is how I used to use write copy. I’ll show you my and we just sort of automated this.

So here’s, hair transplant network. Like, I’ll well, you can do the hair transplant network.

Same concept. This is like manual though. So here’s the this is how we used to do it. So you go here.

On your form. Let me find a form. Scan, form.

Bago. So here’s the form, and what we used to do is site operators, right, and, we would go site And then this is telling Google to to search the entire form, and then we would use, and quote, we’d have it to return. We actually create custom search engines for this. And then What it does is it looks through the form and it looks for any mention of tired of.

Right? And this is you can do the same thing, tired of, then dude just wants and then do so that. So now it’s gonna look for these patterns and then we would use this to rate our spit draft. Right?

I just wanna know if anyone advice. I’m I’m so tired of stressing about so that and you can and then we would take all of this and, I’ll show you the search operators.

And we would use this to, to create a home page So here’s the here’s an example. This is old school. This is like before AI. So here’s the homepage that we were doing.

So you can see all the operators This is you’ll recognize this voice of customer. These are different operators we would use, afraid, tired of so that embarrassed failed. I just want And from that, you’d get some pretty cool stuff. Right?

I wanna bring my my confidence, feel like myself again. So we just they used AI to to figure all this stuff out. And there is the it’s just math. Right?

It there’s patterns everywhere from stages of awareness to to your vox, all that stuff. Does that answer your question?

How do you identify those strengths of that that would give you VIC? Like, was is that just experience?

You have a, like It’s experience.

Yeah. It’s experience, but then it’s building on it. Like, once you have a good base, like, you know, you know embarrassed is is failed. Like, you just you build on them over time.

I’ll give you the the base that I’ll share with you guys is a good foundation that you can start with. And it’ll, and you can probably build on your own. Right? There’s I did ask, yeah, I was trying to find the thread to expand on it and it did.

Some of it was relevant. Some of it wasn’t.

But but this is sort of where it came from. Right? And then we would use this to did you recognize this Joe as one reader?

Here’s the the data here you know, the product. And then there’s this how we would use all this, to to create a spit draft. Right? This is based off VOC data.

This is how we would do it before. Now this is automated. Right? What’s the outcome?

Okay. Well, I just it’s so bad. And so that is gonna tell me the outcome they want. And then we just analyze it.

And then we have ideal four statements.

You know, ideal form anyone. And we all we got all this stuff from this from the thing, right, including our promise, all that good stuff.

So, like, review my name, Is that something that a GPT could do, or is that something we need to look at the assistant API for?

You want assistance API. It’s all it’s all data. Like, you can get you assistance API, especially a large data set, but you need to get the data from the forms. Right? You and you need a lot of it. Like, we we’re lucky because we we have a massive data set, like thousands and thousands and thousands.

Right? So we but it’s all data. Data has everything. Right? And it just it’s looking for those patterns.

But that’s how you find sticky copy. You look that’s that’s the right way to do it. And then also once you do that as well, then you can you can AI is spot on because then you ask it to also, you know, show me the copy where that you found on it, and it’ll it’ll include that in table format as well.

Okay. Could you could you use a GPT to, like, grape g two reviews, or is that, again, like, something that an assist?

I tried it, man. Like, yeah, I tried it. Like, it’s it’s not you get blocked. Right? There I can usually get away with it once and then it just blocks it. You can use Bing for your GPT, and you sometimes you can get away with it, but then it you get blocked.

Alright.

So that that’s exactly what I was gonna share. What I’ve done is maybe this is helpful and maybe there’s a add ons. If you’re gonna use GPT or Kaptara, What I’ve done is I’ve gone to the site and I’ve said, okay. I wanna have, you know, and click on those who are maybe a one star. And then those reviews come up.

And, you’re able then to save it as a read as, like, a, you know, so it brings it brings it, and you can save it as a PDF.

Do you understand what I’m saying?

So you can use you can create some PDFs based on, and and I was that’s where I was wondering, Shane, if you could do that. So if you go to g two and you’re like, I wanna a competitor set. I wanna see those who are unhappy. Those are the one stars. You can do, click on the Chrome extension that is read as plain text then you can save that plain text as copy in, or you can do as a PDF.

And then you can do those as unhappy reviews, and then you can do five star reviews You can you don’t you won’t get all of the reviews, obviously. That’s a lot of, you know, saving as PDFs.

But it’s an option that I’ve been doing.

Is that clear?

Because I’ve I’ve been trying to You can scrape it too.

Like, just pay someone to scrape That’s what I would do. Like, we if we needed to. Right? It’s pretty easy to do.

I’ve I’ve even seen other people someone guy, instead of PDFs, he was taking screenshots of, like, full Amazon reviews pages, Another one was turning the Amazon review page into HTML code, and then telling chatty to look at these elements, which is where, basically, the text of the review is, and then basically extract it in as, like, with mean review format, I tried that as well.

Yeah. It’s smart. It’s smart to do it. I found the the Amazon got smart with it though. They put the pagination. Right?

Yeah. I I tried. So I created a booklet to, like, to figure out all the paginations and then print it, and then they get and then they blocked me.

You can go to fiverr though and spend, like, honestly, you can go to fiverr at least twenty bucks and they’ll scrape as much as you want.

I did that for, we’re launching WP total care, and I did that for, what is it called? The reviews. Like, I I I did do that, and it went to, and they scraped all the data that I need, and I’m using that data set. So here’s the reviews, that they scraped for me.

And so what I’ll do is now I have this data set on competitors. So they they did trustpilot, they did Facebook, they did developer. Now I have this data. I’ll I’ll turn this into a PDF, and then I’ll use this strategy I just showed you to analyze, outcomes, and I’ll create personas from this.

Yeah. I cool. That’s so cool.

Yeah. And I can shout, like, if we maybe we should do another and and that’s sort of I know we’re almost at what we are at a time, but, like, the Is that something people wanna see? Like, we can do you wanna do over the shoulder, tutorials on this stuff? Absolutely. Like, if if that’s what you know.

Yeah. That’d be awesome.

Yeah. We’re super interested in learning how to use the playground, especially.

Yeah.

Okay. Playground is is the way, like, if you wanna get into, like, and Joe, like, we’re gonna do some cool stuff with with it, but if you wanna get into true, like, or use it to us full, like, you gotta get you have to use the playground. The the GPT is just too basic. Not gonna work.

And and and you’re you’re using credits, right, because I tried, and I think the maximum that it allowed me to put was, like, fifty dollars or something.

No. No. It’s it’s levels. Yeah. The more you get. Yeah. Yeah. Here’s more. So you can see I looked I looked I wanted it to know worried about was anxiety.

This is where we wanted to know about different and FAQs as well. So we wanted to know if you wanna ask questions and then guess what we’re doing with that. Is we’re gonna create an FAQ page on the site that addresses each each question. Right? So that’s how we’re kinda using all this data.

But, yeah, to answer your question, it’s under your API key, there’s different levels that as you the more you use it and they trust you, then they’ll they’ll extend it.

Yeah. And how much, like, let’s say that I want to build a bot on my website to taking leads?

Here you go.

How much would you spend?

Not much. Like, in November first, the thirtieth, I’ve spent thirty nine. Like Yeah.

It’s really inexpensive. Yeah. One of the things I I would share with individuals. If you buy, there’s called it’s called TeamAI or t on appsumo team GBT.

Oh, I have that one. Yes. Right here. This is what it is. I’ll show you.

Yeah. So you you start, what I would offer is that you you open your because you have to be billed or a full month than you have to be using. So I almost use it in conjunction with GBT, chat GBT, because then pulling your API. They’re seeing you using it. You’re building up your levels because we’re prior to that. Yeah.

Alright. What is it?

Yeah. This is my team. Like, it’s not their you get a bit of a heart attack when everyone starts using it.

You’re like Yeah.

But it but thank think Heaven’s like the it’s they lowered the price for the four turbo. So it’s like, oh, man. Thank you. I guys almost have a heart attack. It’s just it gets my it’s expensive. But, yeah, I love it. I love I love TeamT.

It’s a little bit brown.

It’s super inexpensive.

It’s Is this still on appsumo right now?

Yeah. It is.

It is a okay.

Yeah. So what it what it is is it’s working like chat GBT at a fraction of the cost, and you’re also I have both, but you’re then using team GBT pulling an API. So you’re setting up an account and you’re building up your, usage with OpenAI so that you’re getting into higher levels.

Oh, I didn’t know that. That’s smart.

Yeah. That’s really smart. Yeah. That’s why that’s why I recommend people to who don’t because it takes a while, like, a billing period, at least, and then you have to be using. So this is where you’re building up your your, yeah, your levels in open AI.

And it it’s so we got this because it was instead of paying twenty bucks for each person, this is so much cheaper because we can it’s unlimited chat. Right? We use this Yeah.

For a bit.

Yeah, it’s a good find. This was really good find.

Yeah. Yeah. So I recommend this.

And both. Like, you you’ll eventually could just go to this, but there’s I don’t know about you. I found there’s some glitches sometimes. I was using originally something else from Absumo, but then I went to Team GBT. It’s way more stable.

Yeah. Okay. I’ve yeah. I’ve I there’s the only one I’ve I I haven’t tried anything else, so It’s I do find that there is there is a difference.

I find I can use the same prompts on this and there is a difference between the two. I don’t know why Yeah. Yeah. But there is, yeah, there’s a bit of a difference.

Yeah. The developers use now. We on this, like, we have a we agencies white label are are WordPress. So we have bunch full time developers for WordPress, so they’re they’re in love with this stuff. It’s just the way the industry is going right now is insane.

Yeah. And there may be people in the call who don’t even have the open, AI, you know, set up.

Yeah. Does does anyone have the I guess for the next meeting that we have, like, if you wanna just put in the message, like, what we wanna cover, we can do over the shoulder, shoulder tutorials. We do have there’s some stuff I can’t, like, I’m not a developer, but we do have developers, on hand, that if you, you wanna try something, then you know, I’m I’m happy to to help with that as well. Like, we can come off some cool stuff probably.

But, yeah, it’s, whatever, if we wanna talk about using VOC and using the data to create avatars, we’re we’re trying to create a tool right now that does that. It takes all of this data and then it it populates, it creates custom avatars that you can print and sell. So we wanna launch it on appsumo. Our goal with it anyway.

That’s good.

That’s so cool.

We’ll see how it goes.

I think we can build the that that helps with the research. Stage of copy copy writing is gonna be, a smash hit.

Oh, yeah. This is old school, man. Like, this this right here was, like, these are so our average conversion rate, we do Google ads. Our average conversion rate with Joe’s process is around thirty percent minimum.

And we just a heads up, don’t use landing pages for Google ads. Use microsites. Use microsites that target the stages of awareness and then set up dynamic campaigns. But if you use the the VOC data from that, you’re gonna kill it.

Like, it’s it’s it’s a gold mine.

And then we I would love just that alone going from using the that to turning as into gold. Like, that whole process just that beginning Oh, yeah.

Look, think about that. Imagine the juicy, like, ads that you can make from this. Right? It’s like everything.

It tells you these, the operators and all that stuff. You got your landing page. You have your your copy, the ads, and the dynamic, like, you can insert the it’s AI based, but you still have the tired of in what? It just mix mixes it up.

Right? You have your FAQs, different stages of awareness. You have all that jazz.

Did you say you were getting thirty percent CTR?

Oh, yeah. Minimum, man. We don’t, I don’t play, yeah, I don’t, we don’t play games with that.

What’s the, what’s the average?

Like, what’s the standard, like, three to five?

Really? Sure.

We don’t we have clients, like, for we do Google ads with our client. Like, we have when I say clients, like, we have some clients that, but I’ve never lost them. Like, we do I’ll just show you quickly. I you got me like talking. I love this stuff.

So what we do for Google ads is, is I don’t know if anyone the calculators he was on this. I don’t know if anyone’s done, ROI connector.

Calculator, miscalculator.

But, yeah, we do, is does anyone do, you have to find it? Does anyone know attribution at all? Or does anyone use attribution for Google Ads? Is that we can we can cover that if if you guys want or not.

But, essentially, it’s the, you know, how everything is data driven right now, and, everyone’s saying to use, like, data driven attribution. The moral of the story is don’t because in, in the the b to c space or service base space, you can have a campaign that’s optimized for say like your cost per lead, but sorry, cost per acquisition, but in our space, it’s actually cost per lead. So it can be sending you AI based tons of crappy leads that aren’t converting. You wanna go a layer deeper and you wanna focus on your cost per acquisition, right, based off CRM data, taking into account your gross margin.

And that’s what you should be optimizing your campaigns around. And then the beauty of that is is once you get to that level, then AI is is optimizing your campaigns off of actual sales and not just revenue, but actual ROI taking into account gross margins. So you can say how powerful that is. That’s that’s the right way to do it.

And that’s why we get such high conversion rates because we start with proven principles over time. We optimize around a profit not leads. That’s that’s the distinction. I can do a separate seminar on that if you guys, if you like that.

I would love to I would love to hear that.

Yeah. We have a couple of key clients that we’ve just because we make them money. Right? I wish I could show you that calculator.

It’s just we but agencies shy away from that because you don’t the the I think the average lifespan is, like, four months with a client. Like, we never lost a client. It’s not that we’re super awesome. It’s just we make the money.

And we show ROI taking into account gross margin. That’s literally the conversation that we have and their eyes open up. And if you ask anyone in in in service business or or or service based, ask them, like, how do you know what’s working?

They don’t know. Well, I’m getting lots of leads, but are those leads converting? Yeah. Yeah. We got a couple of sales prove it.

Well, what’s can you link lifetime value to the original source? And they’re like, yeah. Yeah. Even if they can do that, they don’t take into account their their cost of goods. Like, that’s just it’s insane the how people are approaching this. But once you educate them, they’re they’re not going anywhere, and then you just you use the data to sell it.

Yeah. So I know we’re going over. Does anyone have any other questions that I can answer? Or, for the next I have we’ll have one on December sixth again, is there a topic that people wanna go over for that one?

I will probably go with the playground if it was me, just like learning how to use it as a prompted maybe connected to APIs.

What a bit specific problems?

Like, using VOC data to discover sticky key words and sort of, like, the Yeah.

Yeah. Like, if you could use, like, a Yeah.

That’ll be perfect.

Like, a used case, and we can go through that.

Sure.

I mean, if we if we could interchange, like, a GBT where it’s, like, the whole model behind p a s and emails and crafting and, like, the integration of, you know, using the Vock voice of mail and then taking that summary to connect to create initial emails and sequencing around the frameworks. That would be incredible.

Yeah. You can do, you can do the, what is it called?

You can email, but that’s a great example as well. So you can use Zapier. We tried it, but it’s so wonky. And the problem is you can’t, like, say you did the GPTs, you’re always clicking allow, allow, allow, allow, like, what’s the point of automation then. Right? It’s not true automation. To get them to true automation, you need this.

This is always allowed not not work?

Pardon me?

There’s always allowed not work?

It it’s yeah. But you’re always clicking every it’s like Google has it. Right? This is the limitation. You always have to it works sometimes. It doesn’t work always, but you’re just there clicking buttons.

If you you can get a little more advanced if you wanted to get into the, but then you need to work with a developer. You can go to this level here where you have your actions This will you can use this to send an email. This API, the way I showed you to do it, you can do that through this. You need to you just need to get your Zapier integration, and you can see here you’re gonna click on actions, and you can see the actions that I’ve created.

So I’ve tested this stuff. These are the actions. So I I find an event in the calendar every morning I do my my brain dump, it looks at my calendar and then it looks for a ninety minute slot that I can work, and then it tells me, create a post is what I just showed you. So there’s different ones that you can do email, you can do a bunch of stuff, and it’s handled through this.

It’s just not like I showed you, you just have to click every time authorized. You can use the custom GPS for this, but you have to work with the developer. We do have developers on hand, like if there’s something as a group that we wanna do, then let me know. And I can I can have my team do it for us?

But this is you gotta know Pat, Python. I don’t know this stuff. Like, I’ve been, like, I don’t even understand it, but they do. What this does say?

Yep.

Have you ever tried using ChatGPT to actually write that code for you?

Yeah. Good luck. It’s a I I tried it, man. It’s not as simple because you have to have yeah.

I tried that. I’m like, oh, I know a quick workaround. I can do this. And like, yeah.

Not. So the this right here, you have to have a separate, you need to install Python on your computer to get this to run and then that’s what will will create that. I’m probably botching it, but then that creates the the the data which it draws from. So I wish.

Yeah. You can do this with open AI. There’s a lot of free uh-uh APIs that you can that you can Google and you can do some pretty cool stuff But this is what’s gonna get flooded. Right?

These are all free APIs. Like, you know, public transit is one you’re gonna see flooded. Right? Like, Ottawa bus, API.

Right? A lot of cities have this for developers. These are free. So you’re gonna see a lot of these GPTs come out where it’s like, hey, you know, check your schedule, all this stuff.

This is gonna this way you’re gonna see is flooded. These are the quick wins that everyone’s gonna take down quick. And then after that, you’re gonna get into your custom those will be used up pretty quick, then you’re gonna get into your custom APIs. Then you’re then that’s gonna be used up the specialization, then you’re gonna get into actions.

Right? But now you see what’s happening. Right? You’re into this the you’re into this stuff.

You need a developer, a hundred percent.

Because that that they say it’s for it’s not. No code. It’s not true. Not even close.

I wonder how complex the card is.

The what is the code? I it’s pretty it’s a I work with, one of our developers contributes to the word press core. And he’s he’s, like, this is in his Python and he’s, like, he’s challenged with it. He messaged me this morning, so this is pretty challenging.

Which is good, but it’s pretty it’s not as easy as they’re making it seem.

Interesting. Yeah.

It’s not, like, you do need to know some color some coding. At what level? I don’t know because I’m not a developer, but you need you need some coding. I’ve tried. I’m not a developer. I’m I’m pretty good at, like, figuring stuff out and, like, looking for hacks and I couldn’t do it. I spent, like, a whole weekend trying to figure this out.

It didn’t work.

Hey, were you were you okay with sharing any of, like, the VOC GBT that you built?

Yeah. Of course. I’ll share everything with I’m I’m gonna share let me know what you want. I’m gonna share the, the GPT.

I’ll share the, the data, the trends, me put everything together. We already did some videos as well. Like, if you if anyone wants to build your own bot, you can follow this and build your own bot. It’s gonna be it’s it’s not as difficult as, I think with it.

But of course, I’ll share all of it. Yeah. Absolutely.

Amazing.

Yeah. This is really cool. I’m a bit Drinking from the fire hose in a really good way, but I was so excited. You have my mind going.

I know that’s that’s the problem. You’re like, this so, like, you don’t know. When I was doing this seminar as a the this info session is, like, it was going one way. I had to redo the whole thing because it’s, like, changed overnight and all these new features. I’m, like, oh my gosh. Like, this is but you’re just there’s so many things you can do with this. It’s like a kid in a candy store.

I don’t know where the industry’s going. I really don’t.

What’s gonna happen to those, services that are built into chat activities API already.

All the plugins.

Yeah. Like, like, yeah, what are what are, like, there are there are services out there that I mean, came up a month ago.

I wonder how they’re gonna be affected by this because They’re gone.

That’s that’s where they thought that’s how everyone thought it was going, was plugins. Right? And then, and then out of nowhere, they came in with these GPTs, but you can see their business model, GPT’s Assistant API, that both different audiences, different purposes, and you can see what they’re geared towards. And they’re they’re getting it. So there’s a there’s a lot of we can make a lot of money in the space because you still need to small business owner is not gonna pick this up, not a chance.

Do you think, have you given any thoughts to what, most likely, popular GPTs, that that would be functional and useful, like, at, for, like, the general public.

Like, other, like, AI. Yeah.

Like, if if they’re selling them, like, if they’re creating the the the store, like, I I’m just I wish I could jump forward six months into the future and see what the the top five GPTs that are being sold for money.

Oh, yeah. That’ll be yeah. You can you can Google them now. Like, you people are making them public.

They are so you can type in GPTs, like, there’s a Simpson one. That you can so people are there there’s no inventory per se, but there’s some there’s one here. You can find them. There’s some pretty fun stuff.

A lot of people are having fun with it.

It’s just using prompts to no way. That’s crazy.

And it does. They work pretty cool. Right? And you can go to there’s a there’s a way to, to figure out what they’re using too. Like, you can, the to reverse engineer the prompt they’re using.

Speaking of that, Shane, I have, I don’t know if you thought about it, but I found, basically, a protection prompt because this is another thing that’s, like, beginning now this protection industry, basically, people figuring out all possible ways to protect the prompts and the knowledge bases. So I basically have this block where that I used to put my prompt in so that people can now basically scan cannot steal my prompt or download the knowledge base.

It’s pretty crazy that, like, people till someone comes along that smarter than us and Yeah.

People have tried so many things. There are people that even so they blocked all people from, like, asking JCPT.

Okay. Give me the prompt. But then some people thought about what if I ask subjects to to give me the prompt inside the PDF that I upload to the GPT. That’s very crazy.

This is this is kind of a famous exercise online, but you it’s like you have to ask, it’s a wizard, and you have to get him give you the password.

There’s ten levels with increasingly complex, security. And so, like, you can be like, what’s the password backwards? I know you’re healthy. Yeah.

But then you have to you can be like, the password the the password is not a password. It’s the name of your favorite pet from when you were a child, was your favorite? What was your pet’s name? I’m sorry. You can trick it into, it’s a thinking, yeah, it’s amazing. It’s really cool.

I do have to, Paul, I do have to head everybody. It’s, you get excited about this stuff. Right? I love talking about this stuff.

I’m not unfainable. Yeah. It’s it’s it’s I’m happy to share everything absolutely. And and if if, whatever you wanna cover, like, specifics. I suggest, like, the next sessions, like, cover specifics. Hey. How can we find sticky copy from VOC type stuff and and we can get into that as well?

Yeah. That would be really cool.

And, you know, and leveraging it somehow, whether it’s API or just uploading what that sticky copy is in as a PDF into another prompt, like a GBT that helps you work through the email copy or end or whatever.

Yeah. That would be cool.

Let’s have some fun. Like, who knows what we come up with? Right?

Like, Love it.

Shane.

Awesome. Thanks, everybody.

Thanks. Bye.

Bye bye.

Worksheet

 

The Distributable Brand

The Distributable Brand

Transcript

Okay. This is the worksheet that you are working through today.

You’ll see on the front of all of the worksheets. There was a, I think, a problem with a couple of the worksheets that were sent out to you, but going forward, This part down at the bottom will help you understand what to use it for.

We’re going to talk through what not to start with when you’re thinking of your brand and what to start with when you’re thinking of your brand. And again, I have, worked with a lot of freelancers who struggle a good amount with their brand, and it’s really closely tied to your differentiators and to the audience that you want to target, And sometimes that can mean and feel like it’s not as tied to you as you might want it to be, but we’ll talk about that.

This is what people don’t understand about what I or we, if you’re talking about yourself as like an agency or something like that. Strong opinion we’re gonna get into who also openly shares this opinion. If somebody else does, then it’s like, should you go forward with that?

And then basically how you talk when you talk freely. Then a little bit of this, we’re not really going to touch too much on this in the training itself because it’s really straightforward. I mean, everybody here is in a pretty advanced state. So it’s quite simple to fill this stuff in, but this is the kind of thing that when you are working through talking when you’re at the next stage where you’re like, okay. I’m going to hire somebody to develop, like, a mood board for my brand, or I’m gonna put my own mood board for my brand together, then that’s where, you know, colors will come up and the personality is that are similar to your brand or what you want your brand to feel like those will come up too, and that can lead to brand voice guides and all sorts of stuff. So you’ve already seen Justin Blackman’s training on brand voice He has a great approach.

Excuse me. My approach is slightly different.

But it all works together. It’s all just like, catch the things that are helpful to you and use them to move forward not to get stuck. If anything I share today, makes you feel stuck, disregard it unless it’s a good stuck, unless it’s like that that crash that you have to feel like, oh, I can’t figure this out, and that’s actually a productive sort of stuck. And then, really at the end of this, we’re going to want you to write out that brand? Like what is the brand? How does it sound?

And specifically, how does it make you distributable? And that’s really key difference here in thinking through brand, if you are trying to build your authority, and this is true for every new brand that’s out there because brands now spread on social.

Obviously, that’s scalable word-of-mouth when we’re talking about social media. So distribution is a really big part of your brand. Can my brand be distributed?
And that really means when you think about the influencers out there that you want to distribute your brand, these may be wish list, or you may be like, one degree, like, separated from that person that you want to talk about you. So maybe there’s an easy way in.

We have to make it easy for those ideal people to distribute us to their audiences.
So will I easily distribute their distribute you really simple, clean question. And if you can’t answer, yes, not would I, not anything, but will I easily distribute you? And if it’s not a yes, then refine it.

Will Marie Forleo easily distribute you if that’s somebody that you want to. Well, I mean, the list goes on, but Lenny is another great example. A little difficult. It’s actually harder to get to distribute you than even these two are, which is, I think, pretty stunning.

But will these influential people who have access to the Mark you want to tap into easily distribute their distribute you, and there has to be, of course, a reason why there has to be something they’re worth sharing with other people. And the reality is, that if you think why would anybody wanna share my brand, then you’re probably not in a good place with your brand.

But there is this content beast that all the lenny’s and Marie’s and Tim’s of the world and everybody else that you wish would talk about you They are trying to feed this content beast. They are running up against what should I talk about next? Who should I share next? And that’s a really big opening.

Or your brand for anybody’s brand that there is so much need to keep feeding that beast. So you need to distribute other brands. You will need to distribute other brands. If you were to start a podcast, you’d be like, who am I gonna get on my podcast?

You are identifying brands for you to distribute to people that is this audience that you are creating. So podcast host need new and interesting guests. Instagram needs people to talk about stuff three times a day at least. So if I’m a brand, posting, I have to post three different things, and it can’t all be just about me, or it’s just gonna, like, no one’s going to carrots people inviting other brands into their ecosystem.

And YouTube rewards accounts with really great videos that are added a lot.
So knowing that, that’s an opening for you. This isn’t about you to worry about this. This is we need to recognize that brands out there, that influencers need all of this stuff. And you can be the one that they then distribute.
So I think this is kind of bananas.
To meet minimum standards on Instagram, you need to post a thousand times a year, a thousand times. How are you gonna keep coming up with content? This is, again, a huge opportunity for any brand, hear any brand that’s being developed.
Everybody who trying to build something on Instagram is thinking through shit. I have to post a lot.
You can be one or ten or twenty or two hundred of those posts if you are a brand that they want to distribute. So knowing that everyone needs not just content, but engaging content. There are those influencers out there who want to share the most engaging stuff, and that means things that are clickable, of course, which can often, of course, mean people with opinions.
So we’ve got all of these people on the left potential partners, affiliates influencers, as mentioned, hosts of podcasts newsletters, whatever that thing might be, publishers. This is traditional publishers, like book publishers, as well as everybody else who would call themselves a media company or a publisher of some kind. They’re off trying to seek out in all of the crap that’s out there. All the boring brands that have nothing to say that are saying the safest things all the time that have no new perspective, no new opinion, that’s all crap.
They want to avoid that crap and look or the good little bits inside of it. And we need to be those good little bits inside of it that then get ballooned. So When we’re talking about brands, everybody really quickly wants to jump to. How should I sound?
What should I say? Joe, should I talk about myself as I or we?
And I would love to back up because no matter what you do with photo shoots, with your logo, Should my domain be my name or a brand name? None of that matters. The thing that matters first is distribution. So that means identifying who those people are.
You want to share your brand. And that doesn’t just mean influencers. I showed those people because we’re talking about scale about getting out there and getting shared broadly and repeatedly by cool people who have awesome audiences that we want to tap into. But then there’s also the brand that your clients and customers share.
If you’re working on referrals a lot, what makes you distributable by referral across client that you have and three or five people that your client knows. Right? That’s also a matter of distribution.
How do we get people to share our brand and why aren’t they already sharing it? What’s getting in the way? Does Seth Gordon know why?
He should distribute you to his audience that believes strongly in everything that he says and shares.
Does he know, is there a why? Is there a why for him to reach out to you? So we we don’t wanna start with photoshoot, stylist, especially since so many photoshoots are bullshit and you know that when you look at them, right? Where there’s a smiling happy Instagram face, And that’s not even what your brand is necessarily.
And the problem is if you don’t go to a photographer with clear vision of your brand and who you’re going to distribute that to, you will end up with the smiling not true to who you are brand photos. We get those all the time, and I’m like, these are fucking pointless because that’s not who I am. People are gonna think of a smiling I don’t even know what the now would be, but it’s not who I am. And so these stylists come in with that same idea.
Oh, you just want to look friendly or look good or whatever it might be, and that’s gonna end up being stuff you throw out later because nobody gives a shit. Or the wrong people. Give a shit.
A logo. Don’t worry about that yet. A domain, whatever. You can buy another one later. A brand voice guide. That is the last thing to think about when you’re thinking about your brand right now.
We wanna make it an easy no brainer for the right people to talk about you. Now that might sound like Joe, you repeat the same thing. That’s because it will always come back to these things when you haven’t done the hard work of actually figuring out how to get people to talk about you. What’s the opinion you’re going to take that appears to be probably contrarian to what the world thinks. So Wait.
Hold on. Do start with. Where did my little checklist go? Sorry. They should all be check marks. These are all supposed to be check marks. So This is the check mark part of your worksheet.
What is a counter opinion that you can take? Where do you stand on a popular subject in your space? What should you own that you will love and that others will respond to. So we’ve been talking a bit about what you should own, right, when it comes to your red thread and where you’re going to build your authority. And we really need to dig into that counter opinion and what your stand is, where what your soapbox is that you would happily stand on for the rest of your life because once you identify that thing, you will be standing on that soap box for a very long time.
Then there’s the other note of and then lack of check mark is super throwing me. The other note of your attitude when you’re feeling most communicative. So a lot of people in the room, a lot of writers, if you’re watching this replay too, a lot of us feel different at different times, of course, but there’s a strong sense of introversion with a lot of writers and writer types creatives out there. But there are moments when you do feel like more alive let’s say or more, like, energetic and you’re willing to talk and talk and talk and talk and talk about something, kind of tap into what that attitude is when you’re feeling most communicative?
Like, are you do you get really passionate about a certain subject That’s when you’re like, you could talk without anybody ever stopping you. You would just keep going and going and going. You have to also think through that because When your most vocal, you’re going to have to continue to be vocal going forward. That’s how your brand is built.
What can you say and say again and again and again and again passionately in an interesting way to make people curious, to make people listen.
So we wanna be opinionated in a way that comes naturally to you when you’re at your most vocal. Are you at the pub with friends? And someone said some about how Jennifer Aniston treats herself to one potato chip when she’s feeling like snacking. And you, like, lose your mind over this stuff.
That doesn’t mean you’re gonna be opinionated about Jennifer Aniston or potato chips or anything. But really tap into what what do you need to be talking about that makes you feel alive and ready to talk and talk and talk and talk and talk, which is what your job is going to be. So me, for example, I’m naturally very shy, but when I feel like communicating, I can get a little spicy, a little snappy, I roll my eyes pretty hard when I disagree. I can disagree a lot, and that’s true for like everybody in my family.
It’s a very loud family.
I take sides, you know, the strong opinions loosely held idea.
Not often loosely held though, so that can be a problem.
I do not always need to have support of my opinion to stand behind it. I do love to have support of my opinion though, and I can stand behind it better than I can be exaggerated and animated. So it’s like the hard eye rolls and stuff like that. And sometimes I can be a little offensive.
I don’t mean to be. But I know that I can sometimes come off that way, and that’s when I’m activated. That’s when I’m, like, turned on, ready to talk about a thing. And I think it’s good for you to note those things for yourself as well.
Because if it’s if it’s likely that the time that I’m gonna talk the most, the loudest, and in potentially the most interest thing way is when I’m spicy or when I’ve been, like, I disagree with you, then that’s gonna be important as I’m figuring out my brand and how will I talk? I’m not gonna be this quiet smiling Instagram type. You know, I’m not going to. It wouldn’t it wouldn’t make any sense to because if I ever do a podcast, you’d be like, well, that doesn’t even sound like that person.
Completely different. Right? So it’s important for you to think about how you actually activate.
So my take, my opinion that I hold that I go out into the world with, is most of what we’ve been taught about messaging in particular is wrong. Most of what you’ve heard about copywriting is wrong, and I wanna fix that. I will frank I will frequently say things like, no. Don’t do it that way.
Do it this way. And we also see that people respond best when I say no. Don’t do it that way. It this way instead, and that is a good thing for our brand.
So think through that kind of stuff what activates you and how that comes to life. And then the question is do I know how to distribute you? So, obviously, we talk about things like videos, quotes, like there’s or Instagram, you’re putting videos out that are long, that are short, images with quotes on them. You can share photos and memes, obviously links to books, This is easy to distribute.
Right? You can have a book and what makes it so easy to distribute a book is that there is a link to it There’s a title for it. There’s a pre made image for it. That’s the cover of it, and it’s got natural built in authority.
It is easy for me to distribute. I don’t really have to get any buy in from anybody, but that you’re a good person to distribute if there’s a book there. Blog posts, depending. That can also be very easy.
At least it’s it’s physically easy to distribute it, and it’s physically easy to distribute a link to a podcast episode as well. But it’s not just about being easy. Right? That’s will I easily.
The will part is, is it worth it? Is it worth it to distribute use? That’s where we need to be opinion based and divisive with our videos.
Have short and pity videos that make it worth it as well. Like, okay, I can easily distribute you and my audience is going to understand you really quickly and take a side really quickly. Quotes that break with the norm that say something a little bit different, unexpected photos and memes. Maybe a quote image that looks different out of the blue. That’s not on but that better matches your tone, which is again, don’t worry about your brand and what it looks like as much as does it sound right? Does it sound like your opinion.
Books, everyone wants to promote a good book, clever deep blog posts. Those are easy links to share, as I mentioned before, and energetic podcast episode. So it’s not just easy, but is it worth me sharing your brand with the world?
Is it too risky to put you in front of my audience? Is the other question that we have to answer? So that means being consistent.
If I bring you on my podcast, am I what I’m going to get so that I can actually distribute it to my audience, and they’ll be like, cool. Dig it. Love it. That was a and your life for you, I knew it would be amazing because they’re always consistent with what they say. They’re always saying the same thing in the same energetic or bitchy or whatever that adjective might be that will define what your brand sounds like.
Finishing thought, and then we can talk a bit about this.
Tony Robbins. Tony Robbins said this. I am not necessarily a huge Tony Robbins fan. My sister and I had to sit through this horrible Tony Robbins Day. Someone gifted us tickets and we were like, oh my gosh. We were dying.
We didn’t even get to see him. Of course, as everybody who’s been to a twenty Robbins event knows, he, like, doesn’t come on until two in the morning or something. But an important thing is that the Tony Robbins brand is very different from who Tony Robbins says he is behind closed doors. So he says, I made this. Everything you’re seeing is something that he produced. So we’re talking right now about the early stages of figuring out what your brand is and how to make it distributable.
But we’re really working toward a place where potentially what your brand looks like and what you as the face of your brand look like. Are not what you think they are today, that every part of you may actually be constructed as you’re putting your brand together. And that that’s actually not only okay, but that’s kind of the point you are the product that you’re selling. And just like any product needs an interface that looks a certain way. It needs certain packaging.
That’s what we’re going to be putting together, as brands. Does this all make sense? Any questions?
Any thoughts?
No thoughts.
I like the concept, especially with, like, celebrities. When you look at celebrities, there’s this whole you know, what they want you to think on screen, but then you behind the scenes, right, that’s drug use, it’s all this other stuff, and you’re like, there’s the brand and then there’s real. Right?
Yeah. Yeah. This, like, intentionally selected, curated, and, like, watched over brand.
Yeah. That can feel like, well, I don’t have a team, or you can feel inauthentic as well. But I honestly, I don’t think Marie forleo is anything close to the person that she shows herself to be because she’s a bit of a caricature. She’s like an exaggerated version of Marie Forleo.
And that’s the kind of thing that we can either, like, roll our eyes about it or go, like, okay, that’s a really good lesson. That’s so if if these people out there are putting on a brand that’s different, but that makes it distributable. Obviously, Marie Forleo tapped into what a lot of women in business wanted to see how they wanted to feel, and she did that extremely successfully right out of the gate.
And yeah, that’s like a lesson for all of us.
So that’s kinda like your origin story when you think about it. That’s the whole point is really to create your brand ideally around who you’re you’re targeting. Right? So then they they feel like, hey, they get me.
They understand me, but is it is it really you? Yeah. It’s not. It’s your brand.
It’s, like, it’s mind numbing when you think about it. It’s like Yeah.
Wow.
Yeah. Yeah. Absolutely.
And you can think about, like, people who really pull off their brand very well, like, you know, Taylor Swift as a kind of obvious example, where it’s so believable that maybe it really is real.
And that’s okay. And maybe she, like, grew into that Brent, or who knows? Parts of her are there and parts of her, she dials back. She’s not gonna be the same on stage as she is chilling, like, doing her friend’s nails.
I wonder if, you know, like, I know it’s pretty deep, but I wonder because it is about your brand and I know especially with celebrities and stuff. I wonder if there’s people who specialize in that where it’s like, okay, you’re this old, you’re fourteen years old. Here’s your your target audience. This is your brand. And as you get older, you notice the celebrities evolve because their their market is evolving.
Yeah.
It’s interesting.
Yeah. That is. It is.
Wow. But maybe that’s what’s happening. That’s why you see, like, what’s his name, the Canadian goof. Then no one likes him.
Justin Bieber. You know, he turned into this like bangs and then as he got older, he was edgy. Is that what’s happening? It’s crazy.
Yeah.
Yeah. Wow. Interesting.
Never thought of it that way.
Fun.
I know Johnson said, should we craft those facets with a customer in mind the same way we write copy?
It depends who your customer really is.
But I would say when you’re thinking of your brand and how to get that brand out there, a customer isn’t going to distribute you as well necessarily as a more influential person is. So and that person doesn’t have to be person either. It could be brand, x, that wants to put you on stage or whatever it might be.
So I wouldn’t craft with, like, the next ten thousand dollar client in mind, because that’s small, but let’s craft with who do those ten thousand dollar clients listen to. Where do they go to find what they need?
And that’s who that’s that’s who’s gonna distribute you. If they don’t get it, and they don’t distribute you, then you’re constantly working for every client that you get every single time.
And referrals are good. Referals will go a long way, and that can be, you know, solving for that client, but How can you be more distributable than that?
Abby?
Jason, there’s, like, a disadvantage to being kinda, like, a smiley friendly brand because that’s, like, the way I am, but then I do worry sometimes that because I’m quite like giggly and stuff. I’m like, oh, it is it affecting, like, people’s value perception of me? And I think because I I have like a baby face as well, like, don’t worry that people, like, like being smiley friendly, like, is that should I should I, like, change it? I don’t know.
Do you think it is holding you back from being distributed?
I don’t know. Like, I generally don’t know. So I’m asking.
I mean, and I’m not I’m not like boo to smiley happiness.
At all. I’m just not really like what’s funny is when I say that I’m not that my friends my little friend group over in our shine crew. They’re always, like, surprised because they do see me as, like, laughing and smiling a lot. But that’s when I’m not at work when I’m at work to get pretty bitchy about things. Like, I get a little opinionated, pretty quickly on things. And so so there’s different sides of who you are, obviously. Right?
But if you actually are that and you feel good about that, I think that’s wonderful.
You’re you don’t have to, like, have attitude or anything. Just like, do people know what they’re getting with you? Are they getting the same thing with you every time that consistency?
And is it something that I, like, think is interesting enough that I’m going to share it. And obviously, the things that you say are gonna be the most interesting thing, but people will go to your website, see a photo of you, go to your Instagram, see who you are there, and it’s like, so the two parts have to come together.
The opinion that you have and the way that you present yourself.
And they could be like juxtaposed. Right? It could be, like, you’re really happy.
And you come off as very, like, as you said giggly or cheerful or whatever, And then you have like these really sharp cutting opinions, that could be really like an interesting contrast.
Just depends. Right?
Yeah. Right.
But if you don’t feel it’s holding you back and you do see evidence that people distribute, happy brands, which they do, then no need to stop. Just make sure you know that your ideal audience distributes that. Yeah.
Okay. Thank you.
Yeah. Let me bug out.
How much did you say is, value versus, like, say, like, ability Like, yeah.
This person can offer a lot of value to my audience, but, I just don’t like them sort of thing.
That’s tough. What do you think?
I don’t know. I think they’re gonna choose. I just don’t like them. Unless they could show that there’s ROI, they’re gonna make a lot of money, then you can buy a lot of therapy, but it’s Personally. I don’t know.
Yeah. No. I think of of brands that I don’t like, and I would never ever even like when people in my audience mention them. I’m like, I if if I’m like mentioned in the same LinkedIn comment with somebody I find unlikable, then I’m I’m not even gonna, like, like, react well. I won’t react to that post at all because I don’t Yeah. I see.
It’s like that person is not distributable for me. I won’t help them get distributed.
Yeah.
Yeah. I’ve had people steal, like, I know what you mean. Like, you’re, like, there’s so much just, you know, this is not a good person sort of thing.
Not not so much likability, but But just, like, No.
I don’t want you to follow them. They’re gonna say crazy shit. Because I can’t be the one who led you there in any way.
Which but if if you say something really interesting, then, of course, people want to. And then just, like, keep your unlikable stuff to yourself, unless it’s like that’s part of your brand, which the person I’m thinking of, that’s part of his brand. He’d be very happy that people think he’s an asshole.
But I don’t even I don’t even mention him. It’s such an hassle.
Yeah.
Anybody else wanna talk about this, or do you wanna move on?
Other things that are on your mind today or business and money, stuff.
Where you at?
Question time, talk time?
I’ll can I ask a question?
Yeah.
A win. I sorry. I don’t know. It’s not directly a win for money, but I did have an online magazine reach out for feature interview or something like that. So. Nice.
And actually, yeah. I’m always thinking it’s spam. So I given the route back and forth, I was like, oh, okay. That’s anyway.
So Good job.
Nice.
Thanks.
I guess my question is It’s really basic but on all of this.
I’m kind of wondering, okay, so what do I do next? Like what’s my next step? And the only because the only thought I had is you all were talking was when you were saying you’re not smiley or related to that and all that. And I was like, how old my brand? Like me if I had to really sum it up and it was like, okay. If I could have the Bernee Brown stuff, have a baby with Harley Davidson.
That’s what I wanna feel like.
Okay.
I don’t know. And but like in terms of what do I do that’s kind of my question, I guess. I’m I’m struggling to figure that out with real clarity.
Okay. So you want to combine Brenae Brown and Harley Davidson. What does that mean to you? What are you putting together there? What’s the outcome?
Oh, oh, what’s the outcome?
I want a brand where you you feel like they they really genuinely care about the customer like customer first. Right? Bernae Brown. It’s like really being authentic but an empathy and all those things, but then the Harley Davidson part of it is if you look at their copy, it’s often very right to it short.
Like this this. You know, there’s a period between two very quick two word sentences or something, you know. And I like that very direct and to the point kind of feel and then also the the the way they I actually think both brands kind of lift you to this ideal freedom, you know, just in very different ways. Right?
Like Harley is about get on the road. You’re an American like be free. That’s their, you know, it’s like their vibe. But in the same way, I think Renee Brown also is trying to call you to freedom but getting rid of all the crap that we carry, you know, mentally and all the emotion kind of stuff like that.
So I don’t know. Did that answer your question?
I’m not sure what the outcome Exactly.
Yes. Yeah. No. I’m just curious to hear you talk a bit more about it in the hopes that that’ll also help you work through it. Abby, you had a thought I know you just chatted it, but you did because you were gonna come off mute, and now you chatted something over.
No.
I wasn’t gonna come off mute. I was just saying, like, the the grand, pillars as, like, the rubber and then, like, the idealist. It sounds like a merger of the two of those.
Yeah.
Okay.
That’s what I was gonna say. It’s kinda like, in the twelve archetypes, it’s like outlaw and caregiver.
Yeah.
But, yeah, what do you do with it? What, like, I I’m curious about what’s forming in your head when you think about that? How long have you been thinking about that, Jessica?
Yeah, where are you Like, it’s really a question of, like, it’s the first step, right, is figuring this sort of thing out and making sure that there’s, you know, a world out there that will share that brand. And what is the opinion? What’s the what’s the position that you’re taking that’s then supported by a mix of Renee Brown and Harley Davidson or this idealist meets rebel.
Caregiver versus outlaw.
Where are you at?
Well, okay. So the Harley Davidson thing, I’m from Milwaukee. So of course that’s always been a thing and so the marketing branding ended that is just fun to look look at think about, study their copy, look at their photo shoots, all the things they do. But the in terms of the opinions, that’s That’s harder for me. So I I think about things like the seasonal sales you all know. I’ve shared with you that I just think people are looking at it in a short term win when they’re really missing the long term possibilities.
But then also in email, like in e commerce, this heavy reliance on, image graphic graphic heavy and discount heavy offers when they really should be trying some other things not so Afakevy and and discount heavy.
So but I don’t know how those kind of merge into my branding or opinion that’s where I’m still trying to flush that out and figure that out.
Yeah. Yeah. And I don’t think that will necessarily get there right now. Because that’s like a big thing is to figure out your brand and all of it, everything that goes with it. But, I mean, think it’s great that you’re heading there.
And it’s just like, do the work of really figuring out, like, when we even look at the worksheet. Right? If you can write down what let me just go over to it.
Really working through because your thoughts on seasonal, unlike things in e commerce that are just kinda short term, think that’s a good start. Right? But it’s it’s really a question of how do you form that into a strong opinion? Like a single statement that you could say again and again that makes sense to people as soon as they hear it. And I don’t mean like a tagline or value prop or any even just your positioning line necessarily, but just state what that opinion is. Really, it’s what are you picking a fight with really?
Clearly, and, like, just do that on page one. Of the worksheet and then just make sure that, like, nobody else is really saying it that way, or if they are, they’re not as noisy as you are.
So if it’s something someone else is already saying, then it’s not really worth distributing you. Right? Because I probably can just distribute this other person and etcetera, etcetera.
So yeah, I would say that’s like the next step. Document it in repeatable way, and then just like share it in the slack group and see if it resonates. With people, and then just, like, keep refining it until it does.
Okay. Yeah. K. Thank you.
Yeah. Sure.
Anybody else? What else is going on? Katie, do you have a win to share first or are you building on what Jessica said?
I have a unrelated question. Yeah.
My win would be I have booked, last minute VIP day with one of my retainer clients.
Nice.
Thank you for last. So was fun.
Surprise. Nice.
I’m curious, like, When it comes to simplifying complex ideas to make them memorable, like, to make something feel like it’s easily distributable because I feel like my, like, profitable signature offers thing is really big. Like what the the problem that I want to The the thing I have an issue with is people not, like, a lack of alignment in people’s marketing so that their top of funnel content is not attracting the customers that they wanna be putting their high end offers in front of.
And so what that has meant is that I end up talking about a lot of different things. Like, I talk about your lead magnet and I talk about your welcome sequence and your, you know, your sales, like, I talk about all of the things. Yeah. And so I don’t like, lately, I’ve been focusing more on the sales page.
Because that I see that as like the source for, you know, finding that alignment throughout, but yeah, I feel like since my very first hot seat, in the first week of the program, that’s been the the red thread of, like, I have this big thing, but I don’t know how to make it small enough that I can ease, like, that it is that easily distributable idea.
To under so so it’s profitable signature offers.
Where signature offer has been a thing, and then profitable is your way of making it your own?
Or is that is that what you would call, like, your differentiator on the subject of I don’t know because I’m trying to, like, find all these different angles into it.
So, like, one of the things that I talk about is like golden opportunities. So it’s like different ways of adding, you know, upsells or systematizing referrals. So, like, that’s kind of one of the angles that I’ve taken on the signature offer is, like, finding these hidden opportunities to make your existing offers more profitable But ultimately, like, what I really enjoy is you have this one, you know, landmark offer, like, that’s what you’re getting known for, and then helping business owners refine everything else that they’re promoting and selling that they’re attracting an audience that is gonna be a good fit for that offer and then, you know, whatever they have on the back end. So It’s just broad. I mean, all of you said an answer, like, you know, a solution, but I love, like, a direction to look in for.
Yeah.
I think if we can even unpack what’s going on within what could be getting in the way of people really understanding it maybe because for me, Most marketers I talk to, don’t understand what an offer is. They don’t think offer.
People in information marketing think offer. They’re used to that.
Coaches maybe do more and more people who’ve read hundred million dollar offers.
Where that was a very distributable idea of hundred million dollar offers. That’s like a big idea. Like, tell me more, please.
And that’s picking a fight, indirectly picking a fight with your these shitty little nothing offers where you’re making a twenty bucks on something, you know, to a hundred million dollars. So But I wonder if there’s something that will be difficult for the average person who’s trying to figure out what you do when it comes to the word offer, that doesn’t mean that’s true. But I’d be like, let’s maybe think through that. And then profitable signature, profits good. Profitable is a big word. Signature is also a big word.
So it’s like kind of a lot of, you know, cognitive friction there in getting into what profitable signature.
Offers means. I understand all three words separately, but altogether, it’s a little bit trickier. And I would wonder, what are you really picking a fight with?
Do you know what you’re picking a fight with?
Yeah. So my to answer your question as Stacy is, like, I mean, I work with primarily, like coaches and experts who are, you know, were experts and now I’m moving into coach So I I would say, like, offers is just ubiquitous, like, the term using the word offers to describe what you’re selling is fairly ubiquitous, the concept of signature offer. You know, there’s maybe a handful of other terms that people use for it, but, like, that’s also There.
Yeah.
But I wrote about, like, what people don’t understand about we do, making it your oh, may be making your signature offer profitable goes beyond any one sales or launch strategy.
It’s about know, attracting the right audience. Like, and then I have this handful of things that I wanna say it’s about. And I think that’s where I lose the it takes so long to get to what it is.
So you’re saying your audience’s idea of an offer is broken. It’s too small. It’s too narrow. Are you picking a fight with the very concept of offers as far as these experts think.
I guess it’s in the sense that they almost, like, that the offer the concept of a signature offer like exists in a silo when really your signature offer shouldn’t form your full business strategy.
Yeah. Yes. I, do I align the entire funnel? I do Oh, I work like across the full funnel. Yeah. Exactly. And I help people, like, create that alignment from the top to the bottom of their funnel.
Yeah.
I’m wondering why or Shane. Do you have any thoughts on this at this point?
Especially where I given how you work with people just like this.
Yeah. So I think you touched on at the end. It’s a creating alignment. Right? You’re you’re sort of you’re aligning all our messaging towards this this signature offer and everything in between that sort of that leads to that. Correct?
Yeah.
And then it’s deciding, you know, what is what does success mean to them whether it’s more money or more leads or what is what what’s the outcome that they’re looking for, ultimately that the system would achieve. What is it?
More sales and easier launches is what my surveys always always say the same thing. And and then, you know, those sales coming in, like, the offers feeding into each other without having to do the launch every time.
That’s the problem, like, what’s the specific problem that they’re facing with the with the system or what currently is working with them right now?
Fish feeling like every sale is harder is too hard. Like, you know, the launch feels like a grind and or the launches aren’t working.
So working isn’t, like, defined just to break that down a bit more.
Like, if it’s not Leading expectations, making the money.
It’s not they’re not seeing ROI. They’re not it’s so it’s not like setting it up. It’s just it’s not they’re setting it up. They’re using this process. They have this high ticket item, but it’s just not selling. Is that sound about right?
So your solution goes in and and solves that problem, essentially, and then you you and by doing that, you align all of their messaging and all their marketing assets to their their high ticket item, which then helps correct me if I’m wrong, then make more money.
Right? In a sense?
Yeah.
I don’t that sounds good to me. Doesn’t it?
I mean, no. Because it’s too complicated. You know, like, doesn’t it feel like it’s not distributable, simply because it’s too complicated. I don’t know what a profitable signature offer is.
And if I think offer, it sounds like, like you said, Katie, it’s in a silo. An offer is a thing that I put out at this one time. It happens in a launch. So your audience hates launches, increasingly.
They’re stressful. They want an easier way.
To do this. Right? So it’s like it’s packed with tension because I don’t understand the words. And then I don’t know what my outcome is.
Like, I want money. You know, that’s what they that’s why they’re doing launches. That’s why they’re putting courses out there. They want easier access to the money that exists.
In the world for people with courses.
So to have a profitable signature offer, although it’s a really nice series of words, and you could see it beautifully printed in a really nice font.
I just worry that it’s too Nordstrom when it needs to be more Walmart. Like, it’s just a little highfalutin for the average person.
And I don’t mean the average Joe. I mean, the average person who has money to spend on what you’ve got.
It’s a bit up there. You know, it’s it’s not distributable simply because it’s complicated language.
Is it profitable, Joe?
Like, it’s the word, like, the how it’s all strung together, or is it It’s a thing that sounds good when you hear it and then you forget about it.
It’s like I like profit. I like signature. Cool. I wanna have like a signature offer.
But then you walk away. And if you didn’t act on it right away, to me, it feels like It was just it’s just pretty smart for busy people who were trying to make money. Are you public? Better what the fight is?
Like, What am I doing right now? What’s my problem that I have right now as your target audience that is tied like a rich person problem. Right? We wanna solve rich people problems.
So what do I have that’s that?
That you can then express, and maybe it still ends up being called profit signature offers, but it’s it’s help me.
The next I think the hint is the metaphor in the red thread book when she talks about, like, finding your tangible metaphor to Yeah.
Yeah. Yeah. Yeah.
Like, the hidden benefit sort of thing. Like, the where was the ad where it’s there was golfing. Oh, ideally, the CEO was wanting to get on the golf course. So that was the the sales letter focused on that. And then it just are you that angle sort of thing?
Like, are you saying that I guess the messaging is not as broad, you know, like the profitable, yeah, it makes sense, but to tailor that more. Specific to, like, the not just the outcome, but the a layer deeper, like, ultimately why.
You know, I wanna make more money. Why? Well, I wanna spend it with my Yeah.
And it and it’s making more across things. Right? So, Katie, you’re doing like all, like, sales pages right now, but it sounds like as was already mentioned, there’s this entire Stacy mentioned that there’s funnel and the offer happens across it.
But that’s kind of breaking with this so you have to sort of reeducate your audience on offer on all of it because if it spends every thing, and it’s not just focused on this one off campaign or launch, then now I need a new definition maybe for offer and that there’s friction there. So I I won’t understand it. I’m like, how can you make it?
How can you, like, bring it down? What if you had to throw out? What if you just weren’t allowed to use profitable signature offers anymore? It’s taken. You’re being sued for ten million dollars if you use it even one more time. That’s gone. What is it now instead?
Insistent, like maybe that’s more of an angle where you have a repeatable process that they can apply that you’re like secret sauce, you figured it out sort of thing.
How do you make it? Like, what to start?
What to start with? Yeah. Okay. I mean, This is good. I’m gonna run with this. Like, the questions that Joe’s been asking.
I don’t I don’t know now.
I know. I wanna work through this.
What is Walmart ready though? Like, what do you mean by that, Joe? Do you have an example?
I mean, like, it’s a simple word. It’s one syllable. There might be a number involved.
Like a numeral that I something I can see where I’m not actually reading anything. I’m just like looking and I get it.
You know?
Like hundred million offers, where he didn’t even spell out million. It’s just one a dollar sign. Woah, I get it. A hundred Oh, that’s a big number with an m on the end.
Shit. That’s a really big number. I don’t know what offers is, but tell me more about this hundred million thing. And I’m not saying b for Mosey at all.
But also why the shit not? Like, why not? If you could be, then why not go be the hundred million dollar guy.
But, yeah, what’s that, like, thing?
Which is so nebulous. Right? Like, to even say, what’s the thing? But, like, what’s how can you this is gonna sound mean, but how can you really dumb it down? To and in such a way, that it’s a clear flip or obvious opposite to what people think right now.
What does Amy Porterfield think right now about offers? What is she getting wrong right? Now about them, and can you then express that? And does profitable signature signature offers do that. Like, if there is something that she’s getting wrong, is your solution, the solution, and if it is cool, then you know you’re on the right track. Now we need to, like, say it in such a way that it’s low friction and easy to share around with everybody.
Does it is it food for thought there, Katie, for you?
Yeah. Yeah.
Yeah. Interesting.
Reading of, sorry, the, a book on twenty five k sales funnels. That concept? Yeah. That’s what you’re thinking?
I’m think well, yeah, that’s good. Because you know what it is. I mean, it’s just just a small number. Yeah.
It’s gonna One hundred million dollar signature offers or hundred million.
That that sort of idea.
Yeah. It’s just I mean, the the ease with which you can talk about that book.
And I’m not saying make it a book title, obviously.
I feel like it’s more, like, start with why, like, because if I want them to reimagine like all of their business assets, then it has to be like we I get into their brains from the starting point rather than the ending point and then be like, oh, and by the way, if you want this ending point, you’re gonna have to go do all this work. So okay.
So let’s start with what would you say instead of y? So if he said start with y and you were allowed to say start with, what would you say start with?
Like either who or like the buyers, like the actual not the people who are gonna buy your thirty seven dollar SLO offer, but like the people who are gonna buy your ten k offer.
Yeah. And then it’s really just and that’s cool.
Are other people saying it? And they are? And that’s cool. But to me, it sounds like what it’s missing there is the cool part about offers is that they’re tied to revenue growth. Like, when you hear offer, you think, oh, that’s where there’s a buy now button involved. There’s, like, a credit card involved soon.
Versus starting with your customer, which is like, oh gosh. I have to do all the research. Then I have to synthesize it, and then I have to get buy in, and then I have to write the thing, get it approved.
And then we come up with an offer. So you’re saying so I think, yeah, roll with that, start with but can you bring that blank at the end of start with? Can you bring it closer to money or offer? I’m not saying that you have to, but I think it’s a worthwhile exercise in figuring out what it is that you’re saying that people can then distribute.
Okay.
Yeah. And then will you share it with us in Slack or next week?
Yep.
Okay. Awesome. Thanks. Thanks, Katie. Abby. Where are you at?
Hey. Yeah, I have a question.
So, yeah, when I already shared in Slack, I’ve hired six people in the last one.
I didn’t see that you’d hired six people.
I know. It’s not, like, full time, obviously, but I, like, I literally didn’t hire, like, a VA until, like, November last year. So the five to five six people is, like, madness.
Amazing. Well done. Thank you.
My question. So, I’m starting to, like, outpry some of the leads I’ve been bringing in, but I I don’t wanna lose them.
Like, for the time being. So my kind of, like, you can’t afford me offers in a VIP week, but I don’t think that’s working for any more partly because the price is too low, but also because just a week of my time, like, it’s not really up for grabs at the moment and that the same way. So I want to offer I’ve been thinking about offering a consulting package where they get access to me for, like, ninety days. Maybe they get my course, and they’re kind of implementing it with me, like, some copy audits and then, like, voxa access. And I was thinking of pricing it maybe, like, five thousand dollars, like, ninety days.
I just I haven’t done anything like that. So I wanted to get some feedback before I kind of ask my audience for feedback on like the pricing, the packaging, whether, it’s kind of a nice idea in theory, but more hassle than it’s worth in practice, just any thoughts, really.
So it’s the course plus box her access. Is that right?
Unlike copy audits, but like baby ones.
Was the baby copy of it? Yeah.
Well, like, ten, fifteen minutes. Yeah. Which, I mean, I love doing those anyway. They’re, like, my morning warm up.
So Really? Okay. Yeah. Like gets me in the zone.
Oh. That’s my bad move. That’s good. That’s good. Okay. So you’ve got Chorus and then these copy audits. And those are private one on one things where you, like, record a video and send it to them?
Yeah. So for each of the assets in the funnel, the day one evergreen funnel, and then, like, unlimited box access for ninety days, but like unlimited within kind of set. Set my voice.
What makes you think this is a good idea? Why do what’s what’s leading you here?
Because I have people coming to me that just can’t they’re not gonna pay twenty grand for a funnel.
I can’t just do one asset for them because they need a whole funnel. The DIY course, like, it’s not enough because they feel like they want the hand holding. So I wanna offer something in the middle to serve that audience because I am getting, like, the leads coming in from them.
And until I’m getting loads of, like, really the ones that can afford me, like, I I need to bridge that gap somehow. So and I like the idea of it. Like, I I I like the idea of doing self consulting. It seems like it would be fun for me, but yeah.
So Cool. The course is easy enough because it’s already made. It’s like anything that you make on that is profit. Almost, copy audits, five minutes of your day, and you like doing them. Okay. So that’s good. Vauxer access.
You’d have to put a lot of boundaries around that, I would think, because it really quickly feels like it could turn into one hour consults on demand whenever they feel like it.
Mhmm.
Here, I’m gonna throw fifty questions at you in Vauxer and then your Saturday night is spent on that. So this could be cool.
I would just you’d have to really figure out how to control that. And that could be, like, just in tiers. Right? You might just have two tiers. It’s like, hundred minutes of voxer access or unlimited voxer access or something like that so they can at least see and then unlimited’s like a dumb amount of money, versus the hundred minutes. And then they’re like, okay. Well, I paid for the hundred minutes, so I’m going to take my hundred minutes and know more than that.
Or whatever, but that’s, like, hearing you say this. I would say that’s course is easy. You already have it. Copy audits are easy. You like doing them. They energize you, they start your day. That’s cool.
Boxor access, you’d have to figure out how to control it. Some people might be cool, but it only takes, like, Imagine if two just keep filling your inbox. You’d be like, when are these ninety days going to end? Like, I need out of this. Did anybody else have thoughts on this?
I’ve heard somebody speak about how to do boxer and put boundaries around it, but I can’t think of what it is right now, but I’ll try to find it for you, Abby.
Thank you. I mean, what about, like, doing unlimited but within office hours. So it’s like I have set times that they can vox at me because then I could just be like, okay, for like five hours on a Tuesday.
And five hours on, like, a Friday, I’m gonna be, like, on boxer, and I can just I’ve I’ve seen it done successfully if you put a window on particular day of the week and you say unlimited boxer access between these hours on this day, that absolutely can work.
Yeah.
And and I’ve seen people do that also as well with the ben the added benefit if you structure it in a way that helps you uncover problems that your audience wants to solve. It can be a good way to do research for product development and, knowing things to offer. So you you’re kind of getting paid for doing customer research.
Mhmm.
Yeah. So I feel like if I say, like, a hundred minutes, whatever. People are gonna use a hundred minutes. If I say unlimited, then they’ll probably use my fifty minutes. They’ll use less. Right?
Oh, good.
Go ahead.
Yeah. Two two very clear boundaries. I’ve seen done well, and I’ve used at least one of them is the questions they ask can’t be covered in the course. Right? So, like, one morning on that. Right? Like, you’re not gonna refer them back to the course every time that’s their responsibility.
And the second one, which I really like, and I’ve used, is a question that has to be articulated in through seconds or less. Right? So they’re not rambling and figuring out their question on the fly and using your space to figure out what they wanna ask. They’ve already done the thinking, right, and they’ve, yeah, done them, used a mental bandwidth to get to the question that they need answered, then Yep. That usually limits a lot of the excessive three minute splurges of just people even figuring out what they wanna ask.
I love both of those. That’s great. Yeah.
Thank you. Okay. So do you think it’s an okay offer? Like, should I just try it? Like, Yeah.
Try it with, like, limited access.
Right? Like, limited seats, six seats, or whatever you Well, whatever it is that you want to do, obviously, to push people to buy it, all the usual stuff.
Yeah. And then ninety days.
Yeah.
You think that that would normally takes ninety days for people to do this?
I’d say, like, probably more realistically like sixty.
Okay.
Then do it sixty because then if you hit it, you can get out of it faster.
Yeah. And it’s not like people will be like, oh, extra value on that extra ninety days. Sixty days at five thousand and ninety days at five thousand or, like, basically the same. And then at least you’re out of it after sixty days. Yeah.
Okay.
Thank you for the feedback.
Yeah. Cool. Good. Okay. Thanks. Anybody else? We good?
I just have a quick win to share.
Nice. Share your win.
I ended my beta of my software, and which, you know, was at half of the regular subscription price. It was ninety nine a month versus the one ninety nine. So I ended it, went up to the regular price and have, added another thousand in, MRR with half the people it would have taken before.
Nice.
Amazing.
Well done. Very cool.
Awesome. Good. Well, hopefully everybody is having wins out there. If you wanna share them, you can share them now or throw them in the wins channel, obviously. Anytime.
If we’re wrapped up on questions, very cool.
Next Monday. I am on a flight when this happened. So as much as I want, every single Monday to always be honest, was already booked in advance this flight. My team is having an on site in Edmonton. Yay, cold.
And so I’ll be on the flight. Liana Patch will be in. I think we’ve shared that over in Slack. And she’ll be talking about largely about, copywriting techniques around infusing humor. Into your copy. It is her thing, and it’s great that she owns that thing, and it’ll be, I think, cool if everybody see not just the techniques, but also a person who’s committed to owning humor in copywriting, sticking with it and teaching it and, what it looks like to learn that from somebody who’s been practicing it for so long.
Awesome. Yeah. Great. Always over in, Slack, obviously, and Thursday, Shane. Do you wanna give a teaser for what’s coming on Thursday?
Putting you on the spot.
Yeah, so it’s, building your authority site. So I’m gonna It starts with your, ESP, sorry, your value prop on the home page, and then the structure we use, including templates, or suggested templates for each page based off of formula. So we’re gonna, start with, we call it an avatar, but it goes beyond your typical psychographics, demographics, it really focuses on, the core problem and then, your solution to solve that problem, and then we focus on point of different benefits, and, you’ll use that to craft your home page action, and then, I’ll share all the material after that as well. So
including the process from site map, to spit draft and wireframe following Joe’s process all the way to The process we use to convert, we use WordPress, but there’s other options as well that you can use. And, and sort of some tips we’ve learned. And then we also take this same system and we, sell these services to clients as well. So you can apply for your coaching, your service.
And we also use the same framework for Google Ads pages, and we see an average minimum around twelve percent conversion because you’re really focused on solving a specific problem and, and nailing that during the messaging. So That’s overarching idea of how it works.
Love it. Awesome. Yeah. And Shane has you showed that this to me months ago. Like, I think it was in the summer that we first started talking about this. So it’s gonna be really cool to see you walk everyone through it to get.
Yeah. Pretty cool.
Yeah. Alright. Awesome. Thanks, everybody. We will see you well, Thursday is the next one. And then I will be back in two weeks, but obviously on Slack otherwise.
Alright. Have a good week. Thanks, everyone. Bye. Thank you.

Transcript

Okay. This is the worksheet that you are working through today.

You’ll see on the front of all of the worksheets. There was a, I think, a problem with a couple of the worksheets that were sent out to you, but going forward, This part down at the bottom will help you understand what to use it for.

We’re going to talk through what not to start with when you’re thinking of your brand and what to start with when you’re thinking of your brand. And again, I have, worked with a lot of freelancers who struggle a good amount with their brand, and it’s really closely tied to your differentiators and to the audience that you want to target, And sometimes that can mean and feel like it’s not as tied to you as you might want it to be, but we’ll talk about that.

This is what people don’t understand about what I or we, if you’re talking about yourself as like an agency or something like that. Strong opinion we’re gonna get into who also openly shares this opinion. If somebody else does, then it’s like, should you go forward with that?

And then basically how you talk when you talk freely. Then a little bit of this, we’re not really going to touch too much on this in the training itself because it’s really straightforward. I mean, everybody here is in a pretty advanced state. So it’s quite simple to fill this stuff in, but this is the kind of thing that when you are working through talking when you’re at the next stage where you’re like, okay. I’m going to hire somebody to develop, like, a mood board for my brand, or I’m gonna put my own mood board for my brand together, then that’s where, you know, colors will come up and the personality is that are similar to your brand or what you want your brand to feel like those will come up too, and that can lead to brand voice guides and all sorts of stuff. So you’ve already seen Justin Blackman’s training on brand voice He has a great approach.

Excuse me. My approach is slightly different.

But it all works together. It’s all just like, catch the things that are helpful to you and use them to move forward not to get stuck. If anything I share today, makes you feel stuck, disregard it unless it’s a good stuck, unless it’s like that that crash that you have to feel like, oh, I can’t figure this out, and that’s actually a productive sort of stuck. And then, really at the end of this, we’re going to want you to write out that brand? Like what is the brand? How does it sound?

And specifically, how does it make you distributable? And that’s really key difference here in thinking through brand, if you are trying to build your authority, and this is true for every new brand that’s out there because brands now spread on social.

Obviously, that’s scalable word-of-mouth when we’re talking about social media. So distribution is a really big part of your brand. Can my brand be distributed?
And that really means when you think about the influencers out there that you want to distribute your brand, these may be wish list, or you may be like, one degree, like, separated from that person that you want to talk about you. So maybe there’s an easy way in.

We have to make it easy for those ideal people to distribute us to their audiences.
So will I easily distribute their distribute you really simple, clean question. And if you can’t answer, yes, not would I, not anything, but will I easily distribute you? And if it’s not a yes, then refine it.

Will Marie Forleo easily distribute you if that’s somebody that you want to. Well, I mean, the list goes on, but Lenny is another great example. A little difficult. It’s actually harder to get to distribute you than even these two are, which is, I think, pretty stunning.

But will these influential people who have access to the Mark you want to tap into easily distribute their distribute you, and there has to be, of course, a reason why there has to be something they’re worth sharing with other people. And the reality is, that if you think why would anybody wanna share my brand, then you’re probably not in a good place with your brand.

But there is this content beast that all the lenny’s and Marie’s and Tim’s of the world and everybody else that you wish would talk about you They are trying to feed this content beast. They are running up against what should I talk about next? Who should I share next? And that’s a really big opening.

Or your brand for anybody’s brand that there is so much need to keep feeding that beast. So you need to distribute other brands. You will need to distribute other brands. If you were to start a podcast, you’d be like, who am I gonna get on my podcast?

You are identifying brands for you to distribute to people that is this audience that you are creating. So podcast host need new and interesting guests. Instagram needs people to talk about stuff three times a day at least. So if I’m a brand, posting, I have to post three different things, and it can’t all be just about me, or it’s just gonna, like, no one’s going to carrots people inviting other brands into their ecosystem.

And YouTube rewards accounts with really great videos that are added a lot.
So knowing that, that’s an opening for you. This isn’t about you to worry about this. This is we need to recognize that brands out there, that influencers need all of this stuff. And you can be the one that they then distribute.
So I think this is kind of bananas.
To meet minimum standards on Instagram, you need to post a thousand times a year, a thousand times. How are you gonna keep coming up with content? This is, again, a huge opportunity for any brand, hear any brand that’s being developed.
Everybody who trying to build something on Instagram is thinking through shit. I have to post a lot.
You can be one or ten or twenty or two hundred of those posts if you are a brand that they want to distribute. So knowing that everyone needs not just content, but engaging content. There are those influencers out there who want to share the most engaging stuff, and that means things that are clickable, of course, which can often, of course, mean people with opinions.
So we’ve got all of these people on the left potential partners, affiliates influencers, as mentioned, hosts of podcasts newsletters, whatever that thing might be, publishers. This is traditional publishers, like book publishers, as well as everybody else who would call themselves a media company or a publisher of some kind. They’re off trying to seek out in all of the crap that’s out there. All the boring brands that have nothing to say that are saying the safest things all the time that have no new perspective, no new opinion, that’s all crap.
They want to avoid that crap and look or the good little bits inside of it. And we need to be those good little bits inside of it that then get ballooned. So When we’re talking about brands, everybody really quickly wants to jump to. How should I sound?
What should I say? Joe, should I talk about myself as I or we?
And I would love to back up because no matter what you do with photo shoots, with your logo, Should my domain be my name or a brand name? None of that matters. The thing that matters first is distribution. So that means identifying who those people are.
You want to share your brand. And that doesn’t just mean influencers. I showed those people because we’re talking about scale about getting out there and getting shared broadly and repeatedly by cool people who have awesome audiences that we want to tap into. But then there’s also the brand that your clients and customers share.
If you’re working on referrals a lot, what makes you distributable by referral across client that you have and three or five people that your client knows. Right? That’s also a matter of distribution.
How do we get people to share our brand and why aren’t they already sharing it? What’s getting in the way? Does Seth Gordon know why?
He should distribute you to his audience that believes strongly in everything that he says and shares.
Does he know, is there a why? Is there a why for him to reach out to you? So we we don’t wanna start with photoshoot, stylist, especially since so many photoshoots are bullshit and you know that when you look at them, right? Where there’s a smiling happy Instagram face, And that’s not even what your brand is necessarily.
And the problem is if you don’t go to a photographer with clear vision of your brand and who you’re going to distribute that to, you will end up with the smiling not true to who you are brand photos. We get those all the time, and I’m like, these are fucking pointless because that’s not who I am. People are gonna think of a smiling I don’t even know what the now would be, but it’s not who I am. And so these stylists come in with that same idea.
Oh, you just want to look friendly or look good or whatever it might be, and that’s gonna end up being stuff you throw out later because nobody gives a shit. Or the wrong people. Give a shit.
A logo. Don’t worry about that yet. A domain, whatever. You can buy another one later. A brand voice guide. That is the last thing to think about when you’re thinking about your brand right now.
We wanna make it an easy no brainer for the right people to talk about you. Now that might sound like Joe, you repeat the same thing. That’s because it will always come back to these things when you haven’t done the hard work of actually figuring out how to get people to talk about you. What’s the opinion you’re going to take that appears to be probably contrarian to what the world thinks. So Wait.
Hold on. Do start with. Where did my little checklist go? Sorry. They should all be check marks. These are all supposed to be check marks. So This is the check mark part of your worksheet.
What is a counter opinion that you can take? Where do you stand on a popular subject in your space? What should you own that you will love and that others will respond to. So we’ve been talking a bit about what you should own, right, when it comes to your red thread and where you’re going to build your authority. And we really need to dig into that counter opinion and what your stand is, where what your soapbox is that you would happily stand on for the rest of your life because once you identify that thing, you will be standing on that soap box for a very long time.
Then there’s the other note of and then lack of check mark is super throwing me. The other note of your attitude when you’re feeling most communicative. So a lot of people in the room, a lot of writers, if you’re watching this replay too, a lot of us feel different at different times, of course, but there’s a strong sense of introversion with a lot of writers and writer types creatives out there. But there are moments when you do feel like more alive let’s say or more, like, energetic and you’re willing to talk and talk and talk and talk and talk about something, kind of tap into what that attitude is when you’re feeling most communicative?
Like, are you do you get really passionate about a certain subject That’s when you’re like, you could talk without anybody ever stopping you. You would just keep going and going and going. You have to also think through that because When your most vocal, you’re going to have to continue to be vocal going forward. That’s how your brand is built.
What can you say and say again and again and again and again passionately in an interesting way to make people curious, to make people listen.
So we wanna be opinionated in a way that comes naturally to you when you’re at your most vocal. Are you at the pub with friends? And someone said some about how Jennifer Aniston treats herself to one potato chip when she’s feeling like snacking. And you, like, lose your mind over this stuff.
That doesn’t mean you’re gonna be opinionated about Jennifer Aniston or potato chips or anything. But really tap into what what do you need to be talking about that makes you feel alive and ready to talk and talk and talk and talk and talk, which is what your job is going to be. So me, for example, I’m naturally very shy, but when I feel like communicating, I can get a little spicy, a little snappy, I roll my eyes pretty hard when I disagree. I can disagree a lot, and that’s true for like everybody in my family.
It’s a very loud family.
I take sides, you know, the strong opinions loosely held idea.
Not often loosely held though, so that can be a problem.
I do not always need to have support of my opinion to stand behind it. I do love to have support of my opinion though, and I can stand behind it better than I can be exaggerated and animated. So it’s like the hard eye rolls and stuff like that. And sometimes I can be a little offensive.
I don’t mean to be. But I know that I can sometimes come off that way, and that’s when I’m activated. That’s when I’m, like, turned on, ready to talk about a thing. And I think it’s good for you to note those things for yourself as well.
Because if it’s if it’s likely that the time that I’m gonna talk the most, the loudest, and in potentially the most interest thing way is when I’m spicy or when I’ve been, like, I disagree with you, then that’s gonna be important as I’m figuring out my brand and how will I talk? I’m not gonna be this quiet smiling Instagram type. You know, I’m not going to. It wouldn’t it wouldn’t make any sense to because if I ever do a podcast, you’d be like, well, that doesn’t even sound like that person.
Completely different. Right? So it’s important for you to think about how you actually activate.
So my take, my opinion that I hold that I go out into the world with, is most of what we’ve been taught about messaging in particular is wrong. Most of what you’ve heard about copywriting is wrong, and I wanna fix that. I will frank I will frequently say things like, no. Don’t do it that way.
Do it this way. And we also see that people respond best when I say no. Don’t do it that way. It this way instead, and that is a good thing for our brand.
So think through that kind of stuff what activates you and how that comes to life. And then the question is do I know how to distribute you? So, obviously, we talk about things like videos, quotes, like there’s or Instagram, you’re putting videos out that are long, that are short, images with quotes on them. You can share photos and memes, obviously links to books, This is easy to distribute.
Right? You can have a book and what makes it so easy to distribute a book is that there is a link to it There’s a title for it. There’s a pre made image for it. That’s the cover of it, and it’s got natural built in authority.
It is easy for me to distribute. I don’t really have to get any buy in from anybody, but that you’re a good person to distribute if there’s a book there. Blog posts, depending. That can also be very easy.
At least it’s it’s physically easy to distribute it, and it’s physically easy to distribute a link to a podcast episode as well. But it’s not just about being easy. Right? That’s will I easily.
The will part is, is it worth it? Is it worth it to distribute use? That’s where we need to be opinion based and divisive with our videos.
Have short and pity videos that make it worth it as well. Like, okay, I can easily distribute you and my audience is going to understand you really quickly and take a side really quickly. Quotes that break with the norm that say something a little bit different, unexpected photos and memes. Maybe a quote image that looks different out of the blue. That’s not on but that better matches your tone, which is again, don’t worry about your brand and what it looks like as much as does it sound right? Does it sound like your opinion.
Books, everyone wants to promote a good book, clever deep blog posts. Those are easy links to share, as I mentioned before, and energetic podcast episode. So it’s not just easy, but is it worth me sharing your brand with the world?
Is it too risky to put you in front of my audience? Is the other question that we have to answer? So that means being consistent.
If I bring you on my podcast, am I what I’m going to get so that I can actually distribute it to my audience, and they’ll be like, cool. Dig it. Love it. That was a and your life for you, I knew it would be amazing because they’re always consistent with what they say. They’re always saying the same thing in the same energetic or bitchy or whatever that adjective might be that will define what your brand sounds like.
Finishing thought, and then we can talk a bit about this.
Tony Robbins. Tony Robbins said this. I am not necessarily a huge Tony Robbins fan. My sister and I had to sit through this horrible Tony Robbins Day. Someone gifted us tickets and we were like, oh my gosh. We were dying.
We didn’t even get to see him. Of course, as everybody who’s been to a twenty Robbins event knows, he, like, doesn’t come on until two in the morning or something. But an important thing is that the Tony Robbins brand is very different from who Tony Robbins says he is behind closed doors. So he says, I made this. Everything you’re seeing is something that he produced. So we’re talking right now about the early stages of figuring out what your brand is and how to make it distributable.
But we’re really working toward a place where potentially what your brand looks like and what you as the face of your brand look like. Are not what you think they are today, that every part of you may actually be constructed as you’re putting your brand together. And that that’s actually not only okay, but that’s kind of the point you are the product that you’re selling. And just like any product needs an interface that looks a certain way. It needs certain packaging.
That’s what we’re going to be putting together, as brands. Does this all make sense? Any questions?
Any thoughts?
No thoughts.
I like the concept, especially with, like, celebrities. When you look at celebrities, there’s this whole you know, what they want you to think on screen, but then you behind the scenes, right, that’s drug use, it’s all this other stuff, and you’re like, there’s the brand and then there’s real. Right?
Yeah. Yeah. This, like, intentionally selected, curated, and, like, watched over brand.
Yeah. That can feel like, well, I don’t have a team, or you can feel inauthentic as well. But I honestly, I don’t think Marie forleo is anything close to the person that she shows herself to be because she’s a bit of a caricature. She’s like an exaggerated version of Marie Forleo.
And that’s the kind of thing that we can either, like, roll our eyes about it or go, like, okay, that’s a really good lesson. That’s so if if these people out there are putting on a brand that’s different, but that makes it distributable. Obviously, Marie Forleo tapped into what a lot of women in business wanted to see how they wanted to feel, and she did that extremely successfully right out of the gate.
And yeah, that’s like a lesson for all of us.
So that’s kinda like your origin story when you think about it. That’s the whole point is really to create your brand ideally around who you’re you’re targeting. Right? So then they they feel like, hey, they get me.
They understand me, but is it is it really you? Yeah. It’s not. It’s your brand.
It’s, like, it’s mind numbing when you think about it. It’s like Yeah.
Wow.
Yeah. Yeah. Absolutely.
And you can think about, like, people who really pull off their brand very well, like, you know, Taylor Swift as a kind of obvious example, where it’s so believable that maybe it really is real.
And that’s okay. And maybe she, like, grew into that Brent, or who knows? Parts of her are there and parts of her, she dials back. She’s not gonna be the same on stage as she is chilling, like, doing her friend’s nails.
I wonder if, you know, like, I know it’s pretty deep, but I wonder because it is about your brand and I know especially with celebrities and stuff. I wonder if there’s people who specialize in that where it’s like, okay, you’re this old, you’re fourteen years old. Here’s your your target audience. This is your brand. And as you get older, you notice the celebrities evolve because their their market is evolving.
Yeah.
It’s interesting.
Yeah. That is. It is.
Wow. But maybe that’s what’s happening. That’s why you see, like, what’s his name, the Canadian goof. Then no one likes him.
Justin Bieber. You know, he turned into this like bangs and then as he got older, he was edgy. Is that what’s happening? It’s crazy.
Yeah.
Yeah. Wow. Interesting.
Never thought of it that way.
Fun.
I know Johnson said, should we craft those facets with a customer in mind the same way we write copy?
It depends who your customer really is.
But I would say when you’re thinking of your brand and how to get that brand out there, a customer isn’t going to distribute you as well necessarily as a more influential person is. So and that person doesn’t have to be person either. It could be brand, x, that wants to put you on stage or whatever it might be.
So I wouldn’t craft with, like, the next ten thousand dollar client in mind, because that’s small, but let’s craft with who do those ten thousand dollar clients listen to. Where do they go to find what they need?
And that’s who that’s that’s who’s gonna distribute you. If they don’t get it, and they don’t distribute you, then you’re constantly working for every client that you get every single time.
And referrals are good. Referals will go a long way, and that can be, you know, solving for that client, but How can you be more distributable than that?
Abby?
Jason, there’s, like, a disadvantage to being kinda, like, a smiley friendly brand because that’s, like, the way I am, but then I do worry sometimes that because I’m quite like giggly and stuff. I’m like, oh, it is it affecting, like, people’s value perception of me? And I think because I I have like a baby face as well, like, don’t worry that people, like, like being smiley friendly, like, is that should I should I, like, change it? I don’t know.
Do you think it is holding you back from being distributed?
I don’t know. Like, I generally don’t know. So I’m asking.
I mean, and I’m not I’m not like boo to smiley happiness.
At all. I’m just not really like what’s funny is when I say that I’m not that my friends my little friend group over in our shine crew. They’re always, like, surprised because they do see me as, like, laughing and smiling a lot. But that’s when I’m not at work when I’m at work to get pretty bitchy about things. Like, I get a little opinionated, pretty quickly on things. And so so there’s different sides of who you are, obviously. Right?
But if you actually are that and you feel good about that, I think that’s wonderful.
You’re you don’t have to, like, have attitude or anything. Just like, do people know what they’re getting with you? Are they getting the same thing with you every time that consistency?
And is it something that I, like, think is interesting enough that I’m going to share it. And obviously, the things that you say are gonna be the most interesting thing, but people will go to your website, see a photo of you, go to your Instagram, see who you are there, and it’s like, so the two parts have to come together.
The opinion that you have and the way that you present yourself.
And they could be like juxtaposed. Right? It could be, like, you’re really happy.
And you come off as very, like, as you said giggly or cheerful or whatever, And then you have like these really sharp cutting opinions, that could be really like an interesting contrast.
Just depends. Right?
Yeah. Right.
But if you don’t feel it’s holding you back and you do see evidence that people distribute, happy brands, which they do, then no need to stop. Just make sure you know that your ideal audience distributes that. Yeah.
Okay. Thank you.
Yeah. Let me bug out.
How much did you say is, value versus, like, say, like, ability Like, yeah.
This person can offer a lot of value to my audience, but, I just don’t like them sort of thing.
That’s tough. What do you think?
I don’t know. I think they’re gonna choose. I just don’t like them. Unless they could show that there’s ROI, they’re gonna make a lot of money, then you can buy a lot of therapy, but it’s Personally. I don’t know.
Yeah. No. I think of of brands that I don’t like, and I would never ever even like when people in my audience mention them. I’m like, I if if I’m like mentioned in the same LinkedIn comment with somebody I find unlikable, then I’m I’m not even gonna, like, like, react well. I won’t react to that post at all because I don’t Yeah. I see.
It’s like that person is not distributable for me. I won’t help them get distributed.
Yeah.
Yeah. I’ve had people steal, like, I know what you mean. Like, you’re, like, there’s so much just, you know, this is not a good person sort of thing.
Not not so much likability, but But just, like, No.
I don’t want you to follow them. They’re gonna say crazy shit. Because I can’t be the one who led you there in any way.
Which but if if you say something really interesting, then, of course, people want to. And then just, like, keep your unlikable stuff to yourself, unless it’s like that’s part of your brand, which the person I’m thinking of, that’s part of his brand. He’d be very happy that people think he’s an asshole.
But I don’t even I don’t even mention him. It’s such an hassle.
Yeah.
Anybody else wanna talk about this, or do you wanna move on?
Other things that are on your mind today or business and money, stuff.
Where you at?
Question time, talk time?
I’ll can I ask a question?
Yeah.
A win. I sorry. I don’t know. It’s not directly a win for money, but I did have an online magazine reach out for feature interview or something like that. So. Nice.
And actually, yeah. I’m always thinking it’s spam. So I given the route back and forth, I was like, oh, okay. That’s anyway.
So Good job.
Nice.
Thanks.
I guess my question is It’s really basic but on all of this.
I’m kind of wondering, okay, so what do I do next? Like what’s my next step? And the only because the only thought I had is you all were talking was when you were saying you’re not smiley or related to that and all that. And I was like, how old my brand? Like me if I had to really sum it up and it was like, okay. If I could have the Bernee Brown stuff, have a baby with Harley Davidson.
That’s what I wanna feel like.
Okay.
I don’t know. And but like in terms of what do I do that’s kind of my question, I guess. I’m I’m struggling to figure that out with real clarity.
Okay. So you want to combine Brenae Brown and Harley Davidson. What does that mean to you? What are you putting together there? What’s the outcome?
Oh, oh, what’s the outcome?
I want a brand where you you feel like they they really genuinely care about the customer like customer first. Right? Bernae Brown. It’s like really being authentic but an empathy and all those things, but then the Harley Davidson part of it is if you look at their copy, it’s often very right to it short.
Like this this. You know, there’s a period between two very quick two word sentences or something, you know. And I like that very direct and to the point kind of feel and then also the the the way they I actually think both brands kind of lift you to this ideal freedom, you know, just in very different ways. Right?
Like Harley is about get on the road. You’re an American like be free. That’s their, you know, it’s like their vibe. But in the same way, I think Renee Brown also is trying to call you to freedom but getting rid of all the crap that we carry, you know, mentally and all the emotion kind of stuff like that.
So I don’t know. Did that answer your question?
I’m not sure what the outcome Exactly.
Yes. Yeah. No. I’m just curious to hear you talk a bit more about it in the hopes that that’ll also help you work through it. Abby, you had a thought I know you just chatted it, but you did because you were gonna come off mute, and now you chatted something over.
No.
I wasn’t gonna come off mute. I was just saying, like, the the grand, pillars as, like, the rubber and then, like, the idealist. It sounds like a merger of the two of those.
Yeah.
Okay.
That’s what I was gonna say. It’s kinda like, in the twelve archetypes, it’s like outlaw and caregiver.
Yeah.
But, yeah, what do you do with it? What, like, I I’m curious about what’s forming in your head when you think about that? How long have you been thinking about that, Jessica?
Yeah, where are you Like, it’s really a question of, like, it’s the first step, right, is figuring this sort of thing out and making sure that there’s, you know, a world out there that will share that brand. And what is the opinion? What’s the what’s the position that you’re taking that’s then supported by a mix of Renee Brown and Harley Davidson or this idealist meets rebel.
Caregiver versus outlaw.
Where are you at?
Well, okay. So the Harley Davidson thing, I’m from Milwaukee. So of course that’s always been a thing and so the marketing branding ended that is just fun to look look at think about, study their copy, look at their photo shoots, all the things they do. But the in terms of the opinions, that’s That’s harder for me. So I I think about things like the seasonal sales you all know. I’ve shared with you that I just think people are looking at it in a short term win when they’re really missing the long term possibilities.
But then also in email, like in e commerce, this heavy reliance on, image graphic graphic heavy and discount heavy offers when they really should be trying some other things not so Afakevy and and discount heavy.
So but I don’t know how those kind of merge into my branding or opinion that’s where I’m still trying to flush that out and figure that out.
Yeah. Yeah. And I don’t think that will necessarily get there right now. Because that’s like a big thing is to figure out your brand and all of it, everything that goes with it. But, I mean, think it’s great that you’re heading there.
And it’s just like, do the work of really figuring out, like, when we even look at the worksheet. Right? If you can write down what let me just go over to it.
Really working through because your thoughts on seasonal, unlike things in e commerce that are just kinda short term, think that’s a good start. Right? But it’s it’s really a question of how do you form that into a strong opinion? Like a single statement that you could say again and again that makes sense to people as soon as they hear it. And I don’t mean like a tagline or value prop or any even just your positioning line necessarily, but just state what that opinion is. Really, it’s what are you picking a fight with really?
Clearly, and, like, just do that on page one. Of the worksheet and then just make sure that, like, nobody else is really saying it that way, or if they are, they’re not as noisy as you are.
So if it’s something someone else is already saying, then it’s not really worth distributing you. Right? Because I probably can just distribute this other person and etcetera, etcetera.
So yeah, I would say that’s like the next step. Document it in repeatable way, and then just like share it in the slack group and see if it resonates. With people, and then just, like, keep refining it until it does.
Okay. Yeah. K. Thank you.
Yeah. Sure.
Anybody else? What else is going on? Katie, do you have a win to share first or are you building on what Jessica said?
I have a unrelated question. Yeah.
My win would be I have booked, last minute VIP day with one of my retainer clients.
Nice.
Thank you for last. So was fun.
Surprise. Nice.
I’m curious, like, When it comes to simplifying complex ideas to make them memorable, like, to make something feel like it’s easily distributable because I feel like my, like, profitable signature offers thing is really big. Like what the the problem that I want to The the thing I have an issue with is people not, like, a lack of alignment in people’s marketing so that their top of funnel content is not attracting the customers that they wanna be putting their high end offers in front of.
And so what that has meant is that I end up talking about a lot of different things. Like, I talk about your lead magnet and I talk about your welcome sequence and your, you know, your sales, like, I talk about all of the things. Yeah. And so I don’t like, lately, I’ve been focusing more on the sales page.
Because that I see that as like the source for, you know, finding that alignment throughout, but yeah, I feel like since my very first hot seat, in the first week of the program, that’s been the the red thread of, like, I have this big thing, but I don’t know how to make it small enough that I can ease, like, that it is that easily distributable idea.
To under so so it’s profitable signature offers.
Where signature offer has been a thing, and then profitable is your way of making it your own?
Or is that is that what you would call, like, your differentiator on the subject of I don’t know because I’m trying to, like, find all these different angles into it.
So, like, one of the things that I talk about is like golden opportunities. So it’s like different ways of adding, you know, upsells or systematizing referrals. So, like, that’s kind of one of the angles that I’ve taken on the signature offer is, like, finding these hidden opportunities to make your existing offers more profitable But ultimately, like, what I really enjoy is you have this one, you know, landmark offer, like, that’s what you’re getting known for, and then helping business owners refine everything else that they’re promoting and selling that they’re attracting an audience that is gonna be a good fit for that offer and then, you know, whatever they have on the back end. So It’s just broad. I mean, all of you said an answer, like, you know, a solution, but I love, like, a direction to look in for.
Yeah.
I think if we can even unpack what’s going on within what could be getting in the way of people really understanding it maybe because for me, Most marketers I talk to, don’t understand what an offer is. They don’t think offer.
People in information marketing think offer. They’re used to that.
Coaches maybe do more and more people who’ve read hundred million dollar offers.
Where that was a very distributable idea of hundred million dollar offers. That’s like a big idea. Like, tell me more, please.
And that’s picking a fight, indirectly picking a fight with your these shitty little nothing offers where you’re making a twenty bucks on something, you know, to a hundred million dollars. So But I wonder if there’s something that will be difficult for the average person who’s trying to figure out what you do when it comes to the word offer, that doesn’t mean that’s true. But I’d be like, let’s maybe think through that. And then profitable signature, profits good. Profitable is a big word. Signature is also a big word.
So it’s like kind of a lot of, you know, cognitive friction there in getting into what profitable signature.
Offers means. I understand all three words separately, but altogether, it’s a little bit trickier. And I would wonder, what are you really picking a fight with?
Do you know what you’re picking a fight with?
Yeah. So my to answer your question as Stacy is, like, I mean, I work with primarily, like coaches and experts who are, you know, were experts and now I’m moving into coach So I I would say, like, offers is just ubiquitous, like, the term using the word offers to describe what you’re selling is fairly ubiquitous, the concept of signature offer. You know, there’s maybe a handful of other terms that people use for it, but, like, that’s also There.
Yeah.
But I wrote about, like, what people don’t understand about we do, making it your oh, may be making your signature offer profitable goes beyond any one sales or launch strategy.
It’s about know, attracting the right audience. Like, and then I have this handful of things that I wanna say it’s about. And I think that’s where I lose the it takes so long to get to what it is.
So you’re saying your audience’s idea of an offer is broken. It’s too small. It’s too narrow. Are you picking a fight with the very concept of offers as far as these experts think.
I guess it’s in the sense that they almost, like, that the offer the concept of a signature offer like exists in a silo when really your signature offer shouldn’t form your full business strategy.
Yeah. Yes. I, do I align the entire funnel? I do Oh, I work like across the full funnel. Yeah. Exactly. And I help people, like, create that alignment from the top to the bottom of their funnel.
Yeah.
I’m wondering why or Shane. Do you have any thoughts on this at this point?
Especially where I given how you work with people just like this.
Yeah. So I think you touched on at the end. It’s a creating alignment. Right? You’re you’re sort of you’re aligning all our messaging towards this this signature offer and everything in between that sort of that leads to that. Correct?
Yeah.
And then it’s deciding, you know, what is what does success mean to them whether it’s more money or more leads or what is what what’s the outcome that they’re looking for, ultimately that the system would achieve. What is it?
More sales and easier launches is what my surveys always always say the same thing. And and then, you know, those sales coming in, like, the offers feeding into each other without having to do the launch every time.
That’s the problem, like, what’s the specific problem that they’re facing with the with the system or what currently is working with them right now?
Fish feeling like every sale is harder is too hard. Like, you know, the launch feels like a grind and or the launches aren’t working.
So working isn’t, like, defined just to break that down a bit more.
Like, if it’s not Leading expectations, making the money.
It’s not they’re not seeing ROI. They’re not it’s so it’s not like setting it up. It’s just it’s not they’re setting it up. They’re using this process. They have this high ticket item, but it’s just not selling. Is that sound about right?
So your solution goes in and and solves that problem, essentially, and then you you and by doing that, you align all of their messaging and all their marketing assets to their their high ticket item, which then helps correct me if I’m wrong, then make more money.
Right? In a sense?
Yeah.
I don’t that sounds good to me. Doesn’t it?
I mean, no. Because it’s too complicated. You know, like, doesn’t it feel like it’s not distributable, simply because it’s too complicated. I don’t know what a profitable signature offer is.
And if I think offer, it sounds like, like you said, Katie, it’s in a silo. An offer is a thing that I put out at this one time. It happens in a launch. So your audience hates launches, increasingly.
They’re stressful. They want an easier way.
To do this. Right? So it’s like it’s packed with tension because I don’t understand the words. And then I don’t know what my outcome is.
Like, I want money. You know, that’s what they that’s why they’re doing launches. That’s why they’re putting courses out there. They want easier access to the money that exists.
In the world for people with courses.
So to have a profitable signature offer, although it’s a really nice series of words, and you could see it beautifully printed in a really nice font.
I just worry that it’s too Nordstrom when it needs to be more Walmart. Like, it’s just a little highfalutin for the average person.
And I don’t mean the average Joe. I mean, the average person who has money to spend on what you’ve got.
It’s a bit up there. You know, it’s it’s not distributable simply because it’s complicated language.
Is it profitable, Joe?
Like, it’s the word, like, the how it’s all strung together, or is it It’s a thing that sounds good when you hear it and then you forget about it.
It’s like I like profit. I like signature. Cool. I wanna have like a signature offer.
But then you walk away. And if you didn’t act on it right away, to me, it feels like It was just it’s just pretty smart for busy people who were trying to make money. Are you public? Better what the fight is?
Like, What am I doing right now? What’s my problem that I have right now as your target audience that is tied like a rich person problem. Right? We wanna solve rich people problems.
So what do I have that’s that?
That you can then express, and maybe it still ends up being called profit signature offers, but it’s it’s help me.
The next I think the hint is the metaphor in the red thread book when she talks about, like, finding your tangible metaphor to Yeah.
Yeah. Yeah. Yeah.
Like, the hidden benefit sort of thing. Like, the where was the ad where it’s there was golfing. Oh, ideally, the CEO was wanting to get on the golf course. So that was the the sales letter focused on that. And then it just are you that angle sort of thing?
Like, are you saying that I guess the messaging is not as broad, you know, like the profitable, yeah, it makes sense, but to tailor that more. Specific to, like, the not just the outcome, but the a layer deeper, like, ultimately why.
You know, I wanna make more money. Why? Well, I wanna spend it with my Yeah.
And it and it’s making more across things. Right? So, Katie, you’re doing like all, like, sales pages right now, but it sounds like as was already mentioned, there’s this entire Stacy mentioned that there’s funnel and the offer happens across it.
But that’s kind of breaking with this so you have to sort of reeducate your audience on offer on all of it because if it spends every thing, and it’s not just focused on this one off campaign or launch, then now I need a new definition maybe for offer and that there’s friction there. So I I won’t understand it. I’m like, how can you make it?
How can you, like, bring it down? What if you had to throw out? What if you just weren’t allowed to use profitable signature offers anymore? It’s taken. You’re being sued for ten million dollars if you use it even one more time. That’s gone. What is it now instead?
Insistent, like maybe that’s more of an angle where you have a repeatable process that they can apply that you’re like secret sauce, you figured it out sort of thing.
How do you make it? Like, what to start?
What to start with? Yeah. Okay. I mean, This is good. I’m gonna run with this. Like, the questions that Joe’s been asking.
I don’t I don’t know now.
I know. I wanna work through this.
What is Walmart ready though? Like, what do you mean by that, Joe? Do you have an example?
I mean, like, it’s a simple word. It’s one syllable. There might be a number involved.
Like a numeral that I something I can see where I’m not actually reading anything. I’m just like looking and I get it.
You know?
Like hundred million offers, where he didn’t even spell out million. It’s just one a dollar sign. Woah, I get it. A hundred Oh, that’s a big number with an m on the end.
Shit. That’s a really big number. I don’t know what offers is, but tell me more about this hundred million thing. And I’m not saying b for Mosey at all.
But also why the shit not? Like, why not? If you could be, then why not go be the hundred million dollar guy.
But, yeah, what’s that, like, thing?
Which is so nebulous. Right? Like, to even say, what’s the thing? But, like, what’s how can you this is gonna sound mean, but how can you really dumb it down? To and in such a way, that it’s a clear flip or obvious opposite to what people think right now.
What does Amy Porterfield think right now about offers? What is she getting wrong right? Now about them, and can you then express that? And does profitable signature signature offers do that. Like, if there is something that she’s getting wrong, is your solution, the solution, and if it is cool, then you know you’re on the right track. Now we need to, like, say it in such a way that it’s low friction and easy to share around with everybody.
Does it is it food for thought there, Katie, for you?
Yeah. Yeah.
Yeah. Interesting.
Reading of, sorry, the, a book on twenty five k sales funnels. That concept? Yeah. That’s what you’re thinking?
I’m think well, yeah, that’s good. Because you know what it is. I mean, it’s just just a small number. Yeah.
It’s gonna One hundred million dollar signature offers or hundred million.
That that sort of idea.
Yeah. It’s just I mean, the the ease with which you can talk about that book.
And I’m not saying make it a book title, obviously.
I feel like it’s more, like, start with why, like, because if I want them to reimagine like all of their business assets, then it has to be like we I get into their brains from the starting point rather than the ending point and then be like, oh, and by the way, if you want this ending point, you’re gonna have to go do all this work. So okay.
So let’s start with what would you say instead of y? So if he said start with y and you were allowed to say start with, what would you say start with?
Like either who or like the buyers, like the actual not the people who are gonna buy your thirty seven dollar SLO offer, but like the people who are gonna buy your ten k offer.
Yeah. And then it’s really just and that’s cool.
Are other people saying it? And they are? And that’s cool. But to me, it sounds like what it’s missing there is the cool part about offers is that they’re tied to revenue growth. Like, when you hear offer, you think, oh, that’s where there’s a buy now button involved. There’s, like, a credit card involved soon.
Versus starting with your customer, which is like, oh gosh. I have to do all the research. Then I have to synthesize it, and then I have to get buy in, and then I have to write the thing, get it approved.
And then we come up with an offer. So you’re saying so I think, yeah, roll with that, start with but can you bring that blank at the end of start with? Can you bring it closer to money or offer? I’m not saying that you have to, but I think it’s a worthwhile exercise in figuring out what it is that you’re saying that people can then distribute.
Okay.
Yeah. And then will you share it with us in Slack or next week?
Yep.
Okay. Awesome. Thanks. Thanks, Katie. Abby. Where are you at?
Hey. Yeah, I have a question.
So, yeah, when I already shared in Slack, I’ve hired six people in the last one.
I didn’t see that you’d hired six people.
I know. It’s not, like, full time, obviously, but I, like, I literally didn’t hire, like, a VA until, like, November last year. So the five to five six people is, like, madness.
Amazing. Well done. Thank you.
My question. So, I’m starting to, like, outpry some of the leads I’ve been bringing in, but I I don’t wanna lose them.
Like, for the time being. So my kind of, like, you can’t afford me offers in a VIP week, but I don’t think that’s working for any more partly because the price is too low, but also because just a week of my time, like, it’s not really up for grabs at the moment and that the same way. So I want to offer I’ve been thinking about offering a consulting package where they get access to me for, like, ninety days. Maybe they get my course, and they’re kind of implementing it with me, like, some copy audits and then, like, voxa access. And I was thinking of pricing it maybe, like, five thousand dollars, like, ninety days.
I just I haven’t done anything like that. So I wanted to get some feedback before I kind of ask my audience for feedback on like the pricing, the packaging, whether, it’s kind of a nice idea in theory, but more hassle than it’s worth in practice, just any thoughts, really.
So it’s the course plus box her access. Is that right?
Unlike copy audits, but like baby ones.
Was the baby copy of it? Yeah.
Well, like, ten, fifteen minutes. Yeah. Which, I mean, I love doing those anyway. They’re, like, my morning warm up.
So Really? Okay. Yeah. Like gets me in the zone.
Oh. That’s my bad move. That’s good. That’s good. Okay. So you’ve got Chorus and then these copy audits. And those are private one on one things where you, like, record a video and send it to them?
Yeah. So for each of the assets in the funnel, the day one evergreen funnel, and then, like, unlimited box access for ninety days, but like unlimited within kind of set. Set my voice.
What makes you think this is a good idea? Why do what’s what’s leading you here?
Because I have people coming to me that just can’t they’re not gonna pay twenty grand for a funnel.
I can’t just do one asset for them because they need a whole funnel. The DIY course, like, it’s not enough because they feel like they want the hand holding. So I wanna offer something in the middle to serve that audience because I am getting, like, the leads coming in from them.
And until I’m getting loads of, like, really the ones that can afford me, like, I I need to bridge that gap somehow. So and I like the idea of it. Like, I I I like the idea of doing self consulting. It seems like it would be fun for me, but yeah.
So Cool. The course is easy enough because it’s already made. It’s like anything that you make on that is profit. Almost, copy audits, five minutes of your day, and you like doing them. Okay. So that’s good. Vauxer access.
You’d have to put a lot of boundaries around that, I would think, because it really quickly feels like it could turn into one hour consults on demand whenever they feel like it.
Mhmm.
Here, I’m gonna throw fifty questions at you in Vauxer and then your Saturday night is spent on that. So this could be cool.
I would just you’d have to really figure out how to control that. And that could be, like, just in tiers. Right? You might just have two tiers. It’s like, hundred minutes of voxer access or unlimited voxer access or something like that so they can at least see and then unlimited’s like a dumb amount of money, versus the hundred minutes. And then they’re like, okay. Well, I paid for the hundred minutes, so I’m going to take my hundred minutes and know more than that.
Or whatever, but that’s, like, hearing you say this. I would say that’s course is easy. You already have it. Copy audits are easy. You like doing them. They energize you, they start your day. That’s cool.
Boxor access, you’d have to figure out how to control it. Some people might be cool, but it only takes, like, Imagine if two just keep filling your inbox. You’d be like, when are these ninety days going to end? Like, I need out of this. Did anybody else have thoughts on this?
I’ve heard somebody speak about how to do boxer and put boundaries around it, but I can’t think of what it is right now, but I’ll try to find it for you, Abby.
Thank you. I mean, what about, like, doing unlimited but within office hours. So it’s like I have set times that they can vox at me because then I could just be like, okay, for like five hours on a Tuesday.
And five hours on, like, a Friday, I’m gonna be, like, on boxer, and I can just I’ve I’ve seen it done successfully if you put a window on particular day of the week and you say unlimited boxer access between these hours on this day, that absolutely can work.
Yeah.
And and I’ve seen people do that also as well with the ben the added benefit if you structure it in a way that helps you uncover problems that your audience wants to solve. It can be a good way to do research for product development and, knowing things to offer. So you you’re kind of getting paid for doing customer research.
Mhmm.
Yeah. So I feel like if I say, like, a hundred minutes, whatever. People are gonna use a hundred minutes. If I say unlimited, then they’ll probably use my fifty minutes. They’ll use less. Right?
Oh, good.
Go ahead.
Yeah. Two two very clear boundaries. I’ve seen done well, and I’ve used at least one of them is the questions they ask can’t be covered in the course. Right? So, like, one morning on that. Right? Like, you’re not gonna refer them back to the course every time that’s their responsibility.
And the second one, which I really like, and I’ve used, is a question that has to be articulated in through seconds or less. Right? So they’re not rambling and figuring out their question on the fly and using your space to figure out what they wanna ask. They’ve already done the thinking, right, and they’ve, yeah, done them, used a mental bandwidth to get to the question that they need answered, then Yep. That usually limits a lot of the excessive three minute splurges of just people even figuring out what they wanna ask.
I love both of those. That’s great. Yeah.
Thank you. Okay. So do you think it’s an okay offer? Like, should I just try it? Like, Yeah.
Try it with, like, limited access.
Right? Like, limited seats, six seats, or whatever you Well, whatever it is that you want to do, obviously, to push people to buy it, all the usual stuff.
Yeah. And then ninety days.
Yeah.
You think that that would normally takes ninety days for people to do this?
I’d say, like, probably more realistically like sixty.
Okay.
Then do it sixty because then if you hit it, you can get out of it faster.
Yeah. And it’s not like people will be like, oh, extra value on that extra ninety days. Sixty days at five thousand and ninety days at five thousand or, like, basically the same. And then at least you’re out of it after sixty days. Yeah.
Okay.
Thank you for the feedback.
Yeah. Cool. Good. Okay. Thanks. Anybody else? We good?
I just have a quick win to share.
Nice. Share your win.
I ended my beta of my software, and which, you know, was at half of the regular subscription price. It was ninety nine a month versus the one ninety nine. So I ended it, went up to the regular price and have, added another thousand in, MRR with half the people it would have taken before.
Nice.
Amazing.
Well done. Very cool.
Awesome. Good. Well, hopefully everybody is having wins out there. If you wanna share them, you can share them now or throw them in the wins channel, obviously. Anytime.
If we’re wrapped up on questions, very cool.
Next Monday. I am on a flight when this happened. So as much as I want, every single Monday to always be honest, was already booked in advance this flight. My team is having an on site in Edmonton. Yay, cold.
And so I’ll be on the flight. Liana Patch will be in. I think we’ve shared that over in Slack. And she’ll be talking about largely about, copywriting techniques around infusing humor. Into your copy. It is her thing, and it’s great that she owns that thing, and it’ll be, I think, cool if everybody see not just the techniques, but also a person who’s committed to owning humor in copywriting, sticking with it and teaching it and, what it looks like to learn that from somebody who’s been practicing it for so long.
Awesome. Yeah. Great. Always over in, Slack, obviously, and Thursday, Shane. Do you wanna give a teaser for what’s coming on Thursday?
Putting you on the spot.
Yeah, so it’s, building your authority site. So I’m gonna It starts with your, ESP, sorry, your value prop on the home page, and then the structure we use, including templates, or suggested templates for each page based off of formula. So we’re gonna, start with, we call it an avatar, but it goes beyond your typical psychographics, demographics, it really focuses on, the core problem and then, your solution to solve that problem, and then we focus on point of different benefits, and, you’ll use that to craft your home page action, and then, I’ll share all the material after that as well. So
including the process from site map, to spit draft and wireframe following Joe’s process all the way to The process we use to convert, we use WordPress, but there’s other options as well that you can use. And, and sort of some tips we’ve learned. And then we also take this same system and we, sell these services to clients as well. So you can apply for your coaching, your service.
And we also use the same framework for Google Ads pages, and we see an average minimum around twelve percent conversion because you’re really focused on solving a specific problem and, and nailing that during the messaging. So That’s overarching idea of how it works.
Love it. Awesome. Yeah. And Shane has you showed that this to me months ago. Like, I think it was in the summer that we first started talking about this. So it’s gonna be really cool to see you walk everyone through it to get.
Yeah. Pretty cool.
Yeah. Alright. Awesome. Thanks, everybody. We will see you well, Thursday is the next one. And then I will be back in two weeks, but obviously on Slack otherwise.
Alright. Have a good week. Thanks, everyone. Bye. Thank you.

Power-Packed Positioning

Power-Packed Positioning

Transcript

Alright. Let’s see. I have my training all lined up.

I wonder if the time change threw people off.

Ah, yeah. That’s this is actually because my calendars aren’t synced with the No. I have a I have trouble with, tying in my the CSP calendar on my iPhone.

Oh, so Yeah.

I can if I have to go into Google Calendars to see it. So sometimes I miss CSP events.

Oh, that’s unfortunate. Oh, I did not I don’t know why that happens. It should sync across calendars.

So, okay, Nicole’s here as well. We’re about three minutes in. Hello.

We’re just waiting to see if a couple more people join in our usuals. I think Abby is there usually, and, Jessica’s there as well. So we’ll just wait another minute or so. Otherwise, I was telling Carolyn she can have the privilege of a personal training.

Love that.

Alright. Let’s see. Yeah. So we’re at eight. Yeah. We’re, like, four minutes past. I think we can go ahead and start.

And if anyone wants to join in, then, yay, they can. Catch up.

Cool. Alright.

I’m gonna share screen, and we are going to talk about amplifying positioning.

So here’s the thing.

Positioning is key to our businesses. We all know it, and you all just had a great session apparently with Kira. I know I haven’t had a chance to watch the replay, but I’m sure it would have been great. So my goal here is to just kind of build on that and help you amplify your positioning. So here’s what we’re gonna be talking about, creating your own definition of positioning, the worksheets you have.

I would love for you to actually fill it out and share it with me in Slack talking about how are you gonna go ahead and amplify a positioning because it’s so, so important, especially as, you know, everything feels noisier and more crowded. So I would love for you to go ahead, create your own definition of positioning, understand why amplification is necessary. It’s not just enough to say, oh, this is what I wanna be known for.

What comes after is so so much more important. And then, of course, we look at three key strategies for I have examples of how you can actually use them for, like, just kind of holding yourself accountable in terms of what would you do next month, what would you do in the next week, what would you do on an ongoing basis. And then, of course, like I said, create your short term and long term application plan. So the examples would help you do that. Okay. We’ve had Jessica joining in as well. Hey, Jessica.

We are just getting started with amplifying your positioning.

So positioning is all about like I said, it’s getting noisier. So this is what helps you create a distinct space in your prospect’s mind, especially to distinguish yourself from others who may be in the same space. We may all be writing copy for pretty much all same kind of businesses. We may all be work SaaS copywriters, then how is a company supposed to choose you over others? Or if, like me, you write for creative entrepreneurs and course creators, coaches, and consultants, then how do you stand out?

Amplify your positioning is what helps you do that. It helps you not just develop, but also magnify and intensify your positioning. So when you amplify your positioning, you amplify your reach, you amplify your reach, you amplify your impact, when you amplify your impact, you amplify your income. It’s what I have seen over the last more than a decade of building this business is that anytime I wanted to be known for something, once I get clear on that, which is what all of you would have or have already been working on. Once you get clear on what you’ve been wanna known for, then it’s your job to just amplify it.

Speaking from personal experience because we started as oh, so I started as a mom blogger. Our business then started as a social media management company, and then I you know, we pivoted into copywriting and launch strategy and sales strategy. So every time, whether it was I was when when I was starting as a mom blogger or we started the business or we, you know, pivoted into copywriting, every time. Once I got clear on my positioning, I made it my job to be really, really well known for it, and that is what has helped us to build this business to this level.

So super important. I’m gonna, like, quickly touch after this on the mistakes that most people make with their positioning that I see a lot of service providers make, and it really breaks my heart. But most importantly, what I if there is one thing that you take away from this session, it is that your positioning is tied to everything that you do to market your business.

It is not a separate entity. It is not something that, oh, my you know, it’s my brand identity. Yes. That’s part of your positioning.

Your positioning is a part of how you show up to market your business.

With that, what are the mistakes you wanna avoid?

First up, thinking that your positioning is just talking about your positioning is just limited to your website copy. So you’ve got, like, a great tagline. You’ve got great about page.

Yeah. Or thinking that only your logo or brand identity make up your positioning, it’s a part of that. The the photos you use, the colors you have, all of that is a part of your positioning.

It’s not the only thing.

And then finally, inconsistency and confusion with your message and authority. If you wanna be well known for something, you have to be super clear about what that is, and you need to be consistent in sharing it.

Quick note on consistency. Consistency does not mean does not mean perfection. Consistency is not the same as perfecting it.

You may show up consistently, and it may not be it may still be raw. You know? The way you show up may still not be very edited. You may have videos that could be more polished. Sure.

And that will happen, and that shouldn’t let you stop you from being consistent when it comes to sharing what you wanna be known for.

So don’t please don’t let a, you know, a desire for perfection hold you back.

I have I why am I so passionate about it? Because I’ve done that. I wanted everything to be perfect before I, you know, started talking about it. And I realized that the only person who’s actually getting impacted by that is is me, and that’s not in a good way because I’m just holding myself back from sharing what I know, sharing what I wanna be known for, sharing, you know, what sharing our positioning, waiting for it to be perfect.

So, yeah, be very clear and be very consistent, but don’t let perfection hold you back from amplifying your position.

So what’s part of your positioning then?

A lot. Your story. And not just your origin story, but also your growth story is part of your positioning.

I share our story so often with some of you who may have you know, like, people who followed us for years, you may feel like, oh, I’ve heard this one before.

Sure. But you will always have people who have no idea about how you got started or how you’ve grown or why you do what you do. So your story is a part of your positioning, and you should share it often. Your process is a part of your positioning, one hundred percent. If you have proprietary processes that you use in your business or to get your clients the results that they they get, that is part of your positioning. Be known for it.

Your background, your brand identity, of course, is a part of your positioning. Your thought leadership, you know, like yours those high points of view, your authority content you share, your packages, your products, your offers, they’re all part of your positioning, your specializations, your skills, your strategic partnerships, the people you decide to network with, collaborate with, you will be known, again, by what you offer, who you connect with, because you will be talking about what sets you apart. You will be talking about what makes you you in all of these places, in all of these ways.

So all of this is part of your positioning.

Make no mistake.

Not talking about this is going to be a you know, I hesitate to say this, but I probably need to because when you overlook talking about things like your your process or your packages or your background or your story, you’re actually putting yourself at a disadvantage.

And you’re probably blending in way more than, you know you’re blending in with everybody else who may be doing the same thing.

So if you wanna stand out, you need to start owning who you are, what you do, how you do it, who you work for, who you connect with, collaborate with as a part of your positioning. And, yeah, I’m going to be seeing positioning a lot in this, but that’s, like, pretty much the the creating.

So yeah.

Okay.

Let’s talk about amplifying, yeah, your positioning.

So first things, you wanna amplify your authority. Like, super, super important.

Get comfortable with amplifying your authority.

I like to call these value shots. You can call them whatever you want to, but point is you wanna start amplifying your authority by using digestible pieces of content that create a standard position for you. Some of you may already be doing this. You know, the podcast that you’re pitching or the podcast that you’ve started or the blog post that you’ve written or the guides or the guest post or the talks. The point is you need to start thinking about how can you give your audience tools and techniques that share your expertise, but in many cases, also prepare them to work with you.

Think about these value shots as what does your audience need to know or do or believe before they’re ready to work with you. So I’ll give you an example because so I write a lot about, you know, oh, you need to like, for instance, offer optimization is a big part of my process. Right? I would often talk about what makes for a good offer. I would often talk about, you know, what you need to sell an offer, what mistakes people are making with their offers.

Why? Because I need people to be ready with a good offer before they come to work with us.

I need people to have the foundation of a great offer in place so I can then optimize it. I’m not in the business of creating the offer from scratch. It does not help me if they come to me with an offer that’s missing crucial pieces because then we waste a lot of time, and then then they they’re not even gonna get the results that I can, you know, help them get. So I make it my job to help them have those foundational pieces in place.

So the for you, you share these these value shots, like, call them because they’re an easy way for you to build a stronger connection with your audience and a great way for you to build expertise and authority as well.

So how can you establish yourself as a distinct, unignorable voice in your niche?

Share spiky points of view.

If you disagree with something, if you have, like, a contrarian thought that goes against your industry, think out loud.

If you have an inspiring backstory like I was telling you, like, tell it to everyone everywhere.

If you’ve tested strategies out, The whole nurtured for newsletter nurtured for sales newsletter thing, like, was something that I tested out with clients.

I’ve since gone on to talk about it on podcast. I’ve, you know, have pitched events to talk about it.

I have, like, people booking us out for them months in advance.

So it’s not like newsletter is nothing new, but the fact that you can use it to also sell makes it that much, you know, more attractive to my audience. Once I tested it out with a couple of clients, I knew I was onto something, and that meant I’m going to talk about it everywhere in as many ways as possible.

So what I would love for you to do is think about how are you gonna amplify your authority over the next month. Is it sometimes it can feel like, look. Oh, you know, if I say next week, you may not feel right enough, but I would love for you, whether you, you know, the three of you here or, you know, if you’re watching the recording, think about it. Like, think about how are you gonna amplify your authority over the next month and share it with me in Slack.

You know? Are you gonna pitch a talk? Are you gonna write a guide style post? Are you gonna share those safety points of view on social? Are you gonna reach out to a podcast that you’ve been wanting to be on?

Just pick one thing. It’s you know, and start that.

What are you gonna share? How are you gonna do that? And where are you gonna share it?

Okay. This one is, again, something that I personally had to get very comfortable with because of several reasons. One, introvert. Two, have been raised.

Eldest daughter was raised to not, you know, talk a lot about what and, you know, not come across as feeling, like being braggy or arrogant. I was always an overachiever.

So, you know, it was yeah. Anyways, I had a lot of work to do around this, but amplify your awesome publicly and oh, sharing your results. Know that when you’re running a business, you need to do it. It’s just part of just owning who you are.

It’s part of your positioning. It’s a business decision. And the best way to be known for what you do is to share when you do it and share it twice when you do it well. So which is why I talk a lot about the kind of projects I’m working on.

I talk a lot about the results our clients are getting. I it’s taken me a while to get really comfortable with it.

There are people who are naturally comfortable with it, and I think that’s amazing. But if you’re not, know that it’s okay to take baby steps towards it. But please get used to talk amplifying. You’re awesome. Talk about your process. Let clients see how you differentiate yourself from everybody else.

And here’s the thing. It is so much easier for clients to make a decision when they see the kind of, you know, work you do. It is so much easier for them to see you as an expert when they can see others like them who trusted you, worked with you, had a great experience with you.

I include testimonials and proposals, in-depth testimonials with photos. I include social proof even when I’m working with a client.

I make it a point to talk about the kind of like, share a similar client experience or a case study.

So or, you you know, other credible markers. Like, instance, if I’m, you know, on a podcast that I know a client would enjoy, I will send it to them.

Or an event that I’m speaking at, I will let them know about it. I’d ask them if they’d like to attend. So point is think about, again, this whole session, I want you to start thinking about how are you going to amplify all of this positioning that you’re working so hard on.

And for this one, I wanted to you to think about what how can you amplify your awesome in the next week? So what results, social proof, credibility markers, accomplishments can you share in the next week? Where will you share them, and how will you share them? So, again, gently accountable to this. I would love for you to share with me in Slack.

I’ll share tag me, like, let me know. Okay. Perna, I’m gonna be sharing a video testimonial, an endorsement from a mentor, a podcast appearance, any video to me is processed up over there next week or any one of the above. I’ll I’ll share these on Instagram and LinkedIn.

The testimonial could be a reel. The mentor endorsement will go on LinkedIn. The podcast will go on both. This is an example, but you get the drift.

So get comfortable.

I would love for you to do this. I would love for you to when you share it, tag me so I can, like, publicly cheer you on as well.

We need to get super, super comfortable with amplifying our awesome. I feel like so many of us hesitate in doing so because we don’t wanna feel like we’re bragging or we don’t wanna, you know, take up too much space. Whatever be the reason, we need to think of this as a business decision and just move forward with it.

Next up, amplifying your presence.

Show up more often.

Easier said than done, but, trust me, you can do it.

Pick your platforms and show up. Similar to amplifying your awesome, amplifying your presence is often linked to like, we tend to worry a lot. Like, at least I’ve and for all of these things, I’m speaking from personal experience because I’ve, like, literally been there. And, again, you may not be feeling this way, which is great for you.

I think that’s amazing. But if you are, know that you’re not the only one. You it’s natural to be like, oh, but how? How do I do this?

Or what if I get rejected?

What if no one shows up?

Very valid fears.

But a fear of showing up is nothing but an inner gremlin urging you to keep playing small, insisting that you stay hidden.

That is what, at least, I realized. And, you we have Kirsty who does mindset, so she would be able to speak more of this. But once I realized that this is just you know, it’s I can easily flip this. I can easily reframe it. This is just, like I said, an inner gremlin holding me back, and I’m not gonna let that happen.

Because what if I get rejected? But what if someone says yes?

What if no one shows up? But what if someone does? So it’s really easy to do that, but it’s super important again, in this case, for you to pick your platforms and pick and then show up there consistently because that makes you comfortable. Consistency does has this other great advantage.

The more you show up on a particular platform, whether that’s a stage or a or a social platform or going on podcast or writing blog posts.

The more you do something, the more comfortable you get. The more comfortable you get, the more confident you are. The more confident you are, the more impact, the greater results. You know? So it’s just it’s kind of a ripple effect, and the best part, it doesn’t even take a ton of time.

So, again, feel feel feel less when you’re standing out. Like, reframing it would really, really help. So this is more of an ongoing thing. You will always come up against like, for instance, when I decided I wanted to start speaking on stages, my greatest fear was like, what if I mess up?

But then what if I don’t? What if I nail it out of you know, crush it? And for me to do that, what do I need to make it happen? How can I make it happen?

So think about where you may be playing small when it comes to positioning.

Be honest with yourself.

What stories are you telling yourself about your authority, your credibility, you know, your results? Whatever it is that you feel like, oh, it’s not quote, unquote, good enough.

Are those stories true? Are they a fact?

If yes, then how can we change that stories? Because stories are just that. They’re stories. They can be changed.

And if not, then how can you reframe them? How can you move past that?

It’s this is more of a mental step when it comes to amplifying your positioning, but trust me, it’s sounds cliche, but it’s a game changer. Once you start doing this, it becomes so much easier for you to make those big asks that help you amplify your positioning and be known for who you are. Like, if you wanna be unafraid, you wanna feel confident, you wanna feel brave making those big asks, you need to start by addressing what’s going on inside when it comes to showing up in a big way.

So really spend some time thinking, well, this is this is like an ongoing step.

And if any of you are in this place where you feel that you’re playing small when it comes to your positioning, feel free to, again, like I said, tag me in Slack.

And we can chat about it there.

But this is a huge, huge step for you to start showing up in a big way on those big stages and be absolutely unafraid when it comes to owning who you are and what you wanna be known for.

Your positioning at the end of the day is your point of difference. I absolutely love it when clients tell me why they, you know, wanna work with me because every single time, it comes down to my positioning, and it shows me that it’s working.

So people may rip off your packages. They may copy your content, your updates. It’s happened with us many, many times over. It will continue to happen. Honestly, unless, of course, it’s like a word by word copy and someone’s, like, plagiarizing a copy. I’m, like, not gonna send a cease and desist for someone I see is copying a package that we’ve created or is writing an update that’s similar to ours. I mean, that’s not a worthwhile use of my time or our team’s time.

But because of what I know is they cannot copy as our unique positioning.

And our positioning, again, it’s not permanent. Right? It will evolve.

Your positioning will set you apart. And if you continue to amplify it, people will recognize you instead of recognizing your competition. It just works works that way. We have so many people telling emailing us, telling us, oh, you know, I saw so and so, you know, using your branding, like, you know, the food and coffee branding.

Did you know that? Yes. I do. Does it bother me? No. I mean, I don’t own the food and coffee, you know, connection.

A lot of people can make that connection, but I love it that they people think of us when it comes to food and coffee coming together. So that’s just a very small example, but there are so many other cases. Point is your positioning is your point of difference. Once you start amplifying it, it becomes that much easier for you to be recognized and known for a particular point of view, for known for a particular expertise, known for a particular skill set.

So go forth and follow positioning.

Alright.

Time for q and a for the position related questions or copy reviews.

Hi, Heather.

I have a position oh, hello.

Yeah. I have a position question. Can you hear me okay? Sorry. I’m in the car.

Sure. No.

No. Can you hear me?

We can.

Go ahead. So this is kind of it feels like a silly question, but it’s actually a real question.

I mean, obviously, we need to do the work of defining our positioning.

But do you ever find that, do people have success with hiring or partnering with the hype person?

Reason I ask is I hate promoting myself. I’m really, really terrible at it, but I’m really great at promoting other people.

And because I think it’s hard to sell yourself, sometimes.

And so I was just curious if you’ve ever seen people, like, I don’t know. You know, maybe they’re a little bit timid about being, amplifying their own positioning. Their position assuming their positioning is clear, but maybe they have trouble amplifying their own and maybe they have their assistant, like, you know, write their authority. I don’t know. Like Yes. Under someone.

Yeah. Okay.

Absolutely.

So many people, like, way back in the day, when we were starting out, like, I would’ve we when we were starting out, we did not have a budget to hire. But point is, like, if we had the budget to hire, I would have wanted to speak to at least, if not, hire full time, like, speak to someone who was, like, quote, unquote, positioning, amplification, or high person, like you said. You know? I would, I can and there that is exactly why so many people do also work with ghostwriters when it comes to their social content or when it comes to their, you know, their blog posts and all of those. So, yes, I think, that is definitely an an option.

An option.

Okay. Cool.

Thank you.

You’re welcome. Any other questions?

Ask you okay.

Yeah. Can I pose, I’m I’m struggling a bit with the positioning?

So, basically, I it’s been a huge evolution since CSP started in November. I think you probably heard in some call me discuss the seasonal sale holiday sale opportunity.

And I I think that, of course, is still a pretty blue ocean all that. However, what I’ve really come to realize is is that there’s there’s it seems to be a difference between what people are looking for, which for me is email strategy, email copywriting, executing, even management, that kind of thing. And then the like, for example, I was on a call two days ago, and it was with a audit client.

And they, we were just kinda talking about a lot of things. But, basically, it was like, oh, you could do our whole seasonal Father’s Day for them is a really big one, and they haven’t planned it yet. And they were like, oh, you could, like, do the entire campaign? And I said yes. And she goes, well, this it was just a bad time for the clients in terms of their seasonality, so their this is their low. So she was kinda trying to figure out budget and what we could move forward with since I delivered the audit.

And while she wanted to move forward with email as well and the retainer style and everything Joe’s teaching, it she has to be careful with her budget. And so I just kind of what I’ve what I kind of am struggling with is while the blue ocean seems to be there with seasonal and holiday sales and being able to be that person, I so much of what I wanna also deliver is email marketing, and that’s what people are coming to me for.

And, ultimately, I’d like to create an email marketing agency. And, of course, seasonal sales can be a part of that for sure.

Mhmm. There could also be a campaign package with that. But what I’m struggling with is people don’t seem to be seeking out a seasonal sale strategist, an expert on that.

They are definitely coming to me through email. So I’m struggling even on a basic level with, okay, my homepage.

How should I position myself on my homepage? What should I prioritize? I initially did change it to all real focused on seasonal and holiday sales. But it’s it something isn’t work isn’t feeling right, and it’s keeping. And that is the block for me with moving forward with doing all the work of authority building and all that because I’m just sitting there going, but what should I leave with, and do how should I bring in the other one?

And you know what I mean? Is this making sense, or am I just rambling?

No. No. It is.

It is making sense. And it this, okay. So, yeah, I completely agree that, you know, seasonal sales is a huge flow, an opportunity. Like, for for me and the course creator market, the newsletters and the flash sale sequences, all those are really great, but those are not the ones that I lead with because I know that’s, you know, something that our clients, they when they see the opportunity, they go, yeah. Okay. That makes total sense.

But that’s not who they’re looking for.

They’re looking for either a launch copywriter or an evergreen funnel copywriter. How do I position myself over there? So I focus on ROI. I talk about ROI focus. I may change that to something else later, but every conversation I have with a a client and the process that I walked them through shows them the ROI of every step. Like, even the research phase, what’s the return on investment for them?

Why would they like, because for a lot of clients, they’re like, oh, but that’s onboarding. You would you know, that’s your your thing.

No. It’s not. You know? It gives you clarity on who you should be talking to, how you should be talking, but we already know that. Okay. But then why aren’t your launches converting? We’re obviously missing something.

And Mhmm. Then I walk them through what my report messaging recommendations report looks like, etcetera, etcetera. Anyways, point is there may be a case for you to position yourself as an email marketing strategist who specializes in or an email marketing copywriter or an, you know, whatever you wanna call yourself who specializes in uncovering hidden sales or businesses.

Seasonal sales can be a part of that. But, also, a win back sequence could be a part of it. You know, welcome sequence could be a part of it. So point is maybe you need to use your seasonal sales as, of course, an authority builder.

You, you know, you definitely wanna start talking about it because not enough people are talking about it.

But you may also wanna think about, is there a way for you to look at how you approach businesses as a whole, how you approach email marketing as a whole and kind of lead with that instead.

Not to confuse any further, but I feel like if you’re seeing that people aren’t really looking for a seasonal sales strategist, maybe a case for broadening it. It could just be that you’re not talking about it often enough. You know? So it could that could totally be the case that, you know, you’re not showing up on stages often enough and, you know, just drilling home the point that, you know, seasonal sales are a huge missed opportunity for most businesses.

Yeah.

So you need to kinda look at both the things and make a decision there. Like, have you been giving it your hundred percent as far as yes. As far as your positioning goes, or have you been, you know, like, half heartedly, kind of saying, yes. I do this, but then also talking about a million other things. Because a lot, you know, a lot of this is about being really brutally honest with this brutally honest with yourself.

Okay. Okay. Yeah. Mhmm.

Sorry about that.

That’s a really valid point.

I have a question, Jessica. Have you considered positioning yourself as the email strategist who turns discounted customers into full paying customers?

Well yeah. So broadening out to that, because that was where seasonal and holiday kind of led me was just this idea of, either how do you turn people who came into your, you know, your ecosystem via a fifty percent off Black Friday deal? How do you turn them into someone who will come back and buy it full price?

That’s definitely an angle which then I, you know, I think you and I spoke about the, the ditch the discount. So I I am leaning in with that. I think that’s just, it’s easy to for me, I just there’s a disconnect with it. I wish I I just need, like, a I don’t know if I need, like, some sort of chart to make it clear to me, but I’m always sitting there going, okay. I can have Ditch the Discount as a newsletter and a podcast and make and I can go into all sorts of things related to the phrase ditch the discount. You know? Mhmm.

But when it comes to my, okay. So, like, what’s in the hero section of my home page? And then what what is that messaging hierarchy?

That has always been a struggle for me when I don’t have one clear, like, this is how I wanna someone to find me and then start investigating me and then to start potentially working you know, like, the whole customer journey, that for me has been very difficult to figure out what that looks like.

And and, yeah, I’m doing this because I’m imagining, like, a a a upside down pyramid or something. You know?

Visual.

So, yeah, that’s what I’m kinda struggling with.

See, I feel like answer your question, Caroline. Sorry. Go ahead. No. No. I feel like, saying that you can turn you can help turn discount customers, for lack of a better word, price, to full paying customers and increase the lifetime value.

I was yeah.

That messaging would really resonate. And then as a part of that, as Perna mentioned, you could you could highlight seasonal sales as one aspect of it, but there’s so many ways that people come in discounted. I mean, you go to a website and they give you a pop up, sign up, and get ten percent off. I mean, or I see something on Instagram and it’s sale for whatever, temporary sale may not be seasonal, but, you know, for a week, there’s a discount, so then I might sign up.

But I may never shop there again.

Mhmm. Mhmm.

I feel like that’s it feels like it would be a problem, a big enough problem. I feel I suspect that retailers are thinking about this.

I don’t know. It just to me, it seems like it would resonate if you were to just talk about returning discounted customers into full paying ones and increasing lifetime value of that.

So if you so if you were putting on it, like, so, obviously, I’ve been focusing a lot on ecommerce, and not that that couldn’t change.

But my point is if you were a business owner, let’s say, ecommerce, and you saw that I was, like, the person who was focused on turning discount buyers into, you know, full price customers or loyal customer or whatever you wanna say. If you saw that, I guess my question is, would you expect that what my primary solution for you would be, like, to go with CSP and what Joe’s teaching in the intensive, a standardized project that is an email program audit. Would that connect for you? Because that, to me, I I’m, like, not seeing that as the, oh, here’s the solution matched with the problem.

I think you would have to front that you tackle this problem via email.

Okay. That you know, and just talk about how impactful email can be to create loyal to create a loyal customer base and how you’re leaving money on the table if you’re not implementing correctly.

Yeah. Got it. Okay. No. I see. Thank you.

I would also add to that is, like, yes, definitely make a connection with email. But I almost feel like there’s a case here for you to consider.

Would would positioning yourself as the ecom email copywriter who helps businesses or companies increase customer lifetime value be, you know, a clearer value prop for them because that’s something they understand.

And how you help them do that is then through through seasonal sales.

My only disconnect and, again, this is not to, again, confuse any further. My only disconnect here is if you’re talking about ditching the discount and then you’re selling them on seasonal sales, are you saying you would not be telling them to discount their products then?

No. So, yeah, so what we did discuss this, Joe and I, in another call, and it was like, ditch the discount doesn’t necessarily mean never discount. It just means ditch your reliance on the discount as your primary way of selling your products.

Okay. And then how does seasonal sales fit in?

Well, so and then and then well, one, that’s my question is, does it?

That that’s kind of been that’s the, like, funny part about CSP is it was like, yes, seasonal sales. But then as I dove into it more, it was like, oh, there this reliance on discounting all the time is really a problem and the philosophy. But so I mean, in so this client that I was talking to, yes, their, Black Friday and all of that, the holidays are a huge time for them. And so, of course, like everybody, they lean on discounting at that time, and it’s almost weird if you don’t.

Right? However, it’s a very male, audience, and so Father’s Day for them is a huge seasonal sale. However, it is not. They don’t have to lead with a discount.

They lead with more of bundling and that kind of stuff with maybe free shipping or something Yeah. That they don’t have discount.

Okay.

So does that answer?

Yeah. Yeah. Yeah. It does. I just feel and, Jessica, you need to do a lot more, educating your audience.

Like, then the amplifying your party part needs to be one that you need to go all in on because like us and, you know, and we are people like, again, your audio your customers are gonna have the same questions. And then that’s your job to clear up those questions in as many ways as possible, in as many places as possible. And then I think so, yeah, the positioning’s great. It’s just that you need to think about, okay, how am I going to start talking more often about it?

Okay.

Okay.

I think I’m just gonna have to get over the fact that people my website is always an evolution anyway, and I’m not for perfection on it. And I know that, like, now I mean, it’s always been Yeah. Sometimes, and I’m not great. But I just think where I’m, like, every time I feel like I wanna iterate on it or change it up, I’m sitting there just going, what?

Well, like I said, where should I start at the top? I don’t Oh. Yeah.

So think about yeah.

Start at the top. Like, literally, start at the top. Think about it like, okay. Someone comes to your website. What’s the first thing you want them to know? So, hey. You’re on this page because you want more sales and you want more sales without having to lean on discounts all the time.

And I’m the email copywriter who’ll show you how to do that.

So maybe just start there. Like, keep it simple. But point is, will will this require more, you know, more education?

Absolutely.

Okay.

Do you see that as a problem, or is that just it’s that’s always.

Because it sometimes seems that when I look at no?

Okay. No. It’s not a problem. Okay. I’ll I’ll have like, for instance, in our case.

Right? So everyone’s the launch copywriter. Everyone’s like, oh, yeah. I can you know?

I started differentiating myself by talking about the fact that I’m not an order taker. I would wanna look at why do you need a sales page. Maybe you don’t need a sales page. Maybe you need something else.

Right? Mhmm. And now now there are a lot of copywriters who talk about it, a lot of them who’ve been through ready to sell, who, you know, have made proper optimization a part of their process. Being the strategist is part of the rest.

That’s the whole goal there.

But when I started talking about, you know, looking at all your courses before I write for the course you’re hiring me for, clients didn’t know why. Like, the other copywriters I’ve worked with would either just write the sales page they hired them to write or would write the email sequence. Literally, every testimonial I had from everyone, from Pat Quinn to, like, the, you know, crafters that I wrote for, the gardeners or everyone talked about the fact that they loved that I would go deep into their business.

Was it it wasn’t something that they even knew they needed.

But once they got it, it was like, oh my gosh. This is amazing.

So it’s not a problem. It’s just something that and you like I said, like, you will need to really, really talk about it every opportunity you get. So yeah. It will it is it hotter?

Maybe.

But then is it better?

Generally, when things are hard, it’s, you know, it’s great to do them because that means the rest of the competition is not doing it.

So Yeah. At least that’s how I would approach it. Yeah.

No. Thank you. That I I you just gave me a a extremely valuable coaching session. I can’t believe I just got that. Thank you so much.

And thank you so much.

You are the same thing. Awesome. Cool. Great. Any other questions? Any copy review requests? Nope.

All good.

I wish I did.

I’m not preparing any copy.

That’s okay. Don’t worry about it. Don’t worry about it. Cool. Alright. I would honestly, like, for at least Nicole, I know you’re you’re part of CSP, but I’m part of Copy Hacker’s team.

But, again, for the three of you, if you like, I would love to hear how you’re gonna be applying your positioning over the next week and the next month. Seriously, like, tag me in in Slack. Let me know. I feel like all of you need to be shining brighter, when it comes to different status.

So yeah.

Thank you so much, Perna.

You’re welcome. Thanks so much. See you all in Stockton. Thanks. Bye. Bye. Bye. Bye.

Transcript

Alright. Let’s see. I have my training all lined up.

I wonder if the time change threw people off.

Ah, yeah. That’s this is actually because my calendars aren’t synced with the No. I have a I have trouble with, tying in my the CSP calendar on my iPhone.

Oh, so Yeah.

I can if I have to go into Google Calendars to see it. So sometimes I miss CSP events.

Oh, that’s unfortunate. Oh, I did not I don’t know why that happens. It should sync across calendars.

So, okay, Nicole’s here as well. We’re about three minutes in. Hello.

We’re just waiting to see if a couple more people join in our usuals. I think Abby is there usually, and, Jessica’s there as well. So we’ll just wait another minute or so. Otherwise, I was telling Carolyn she can have the privilege of a personal training.

Love that.

Alright. Let’s see. Yeah. So we’re at eight. Yeah. We’re, like, four minutes past. I think we can go ahead and start.

And if anyone wants to join in, then, yay, they can. Catch up.

Cool. Alright.

I’m gonna share screen, and we are going to talk about amplifying positioning.

So here’s the thing.

Positioning is key to our businesses. We all know it, and you all just had a great session apparently with Kira. I know I haven’t had a chance to watch the replay, but I’m sure it would have been great. So my goal here is to just kind of build on that and help you amplify your positioning. So here’s what we’re gonna be talking about, creating your own definition of positioning, the worksheets you have.

I would love for you to actually fill it out and share it with me in Slack talking about how are you gonna go ahead and amplify a positioning because it’s so, so important, especially as, you know, everything feels noisier and more crowded. So I would love for you to go ahead, create your own definition of positioning, understand why amplification is necessary. It’s not just enough to say, oh, this is what I wanna be known for.

What comes after is so so much more important. And then, of course, we look at three key strategies for I have examples of how you can actually use them for, like, just kind of holding yourself accountable in terms of what would you do next month, what would you do in the next week, what would you do on an ongoing basis. And then, of course, like I said, create your short term and long term application plan. So the examples would help you do that. Okay. We’ve had Jessica joining in as well. Hey, Jessica.

We are just getting started with amplifying your positioning.

So positioning is all about like I said, it’s getting noisier. So this is what helps you create a distinct space in your prospect’s mind, especially to distinguish yourself from others who may be in the same space. We may all be writing copy for pretty much all same kind of businesses. We may all be work SaaS copywriters, then how is a company supposed to choose you over others? Or if, like me, you write for creative entrepreneurs and course creators, coaches, and consultants, then how do you stand out?

Amplify your positioning is what helps you do that. It helps you not just develop, but also magnify and intensify your positioning. So when you amplify your positioning, you amplify your reach, you amplify your reach, you amplify your impact, when you amplify your impact, you amplify your income. It’s what I have seen over the last more than a decade of building this business is that anytime I wanted to be known for something, once I get clear on that, which is what all of you would have or have already been working on. Once you get clear on what you’ve been wanna known for, then it’s your job to just amplify it.

Speaking from personal experience because we started as oh, so I started as a mom blogger. Our business then started as a social media management company, and then I you know, we pivoted into copywriting and launch strategy and sales strategy. So every time, whether it was I was when when I was starting as a mom blogger or we started the business or we, you know, pivoted into copywriting, every time. Once I got clear on my positioning, I made it my job to be really, really well known for it, and that is what has helped us to build this business to this level.

So super important. I’m gonna, like, quickly touch after this on the mistakes that most people make with their positioning that I see a lot of service providers make, and it really breaks my heart. But most importantly, what I if there is one thing that you take away from this session, it is that your positioning is tied to everything that you do to market your business.

It is not a separate entity. It is not something that, oh, my you know, it’s my brand identity. Yes. That’s part of your positioning.

Your positioning is a part of how you show up to market your business.

With that, what are the mistakes you wanna avoid?

First up, thinking that your positioning is just talking about your positioning is just limited to your website copy. So you’ve got, like, a great tagline. You’ve got great about page.

Yeah. Or thinking that only your logo or brand identity make up your positioning, it’s a part of that. The the photos you use, the colors you have, all of that is a part of your positioning.

It’s not the only thing.

And then finally, inconsistency and confusion with your message and authority. If you wanna be well known for something, you have to be super clear about what that is, and you need to be consistent in sharing it.

Quick note on consistency. Consistency does not mean does not mean perfection. Consistency is not the same as perfecting it.

You may show up consistently, and it may not be it may still be raw. You know? The way you show up may still not be very edited. You may have videos that could be more polished. Sure.

And that will happen, and that shouldn’t let you stop you from being consistent when it comes to sharing what you wanna be known for.

So don’t please don’t let a, you know, a desire for perfection hold you back.

I have I why am I so passionate about it? Because I’ve done that. I wanted everything to be perfect before I, you know, started talking about it. And I realized that the only person who’s actually getting impacted by that is is me, and that’s not in a good way because I’m just holding myself back from sharing what I know, sharing what I wanna be known for, sharing, you know, what sharing our positioning, waiting for it to be perfect.

So, yeah, be very clear and be very consistent, but don’t let perfection hold you back from amplifying your position.

So what’s part of your positioning then?

A lot. Your story. And not just your origin story, but also your growth story is part of your positioning.

I share our story so often with some of you who may have you know, like, people who followed us for years, you may feel like, oh, I’ve heard this one before.

Sure. But you will always have people who have no idea about how you got started or how you’ve grown or why you do what you do. So your story is a part of your positioning, and you should share it often. Your process is a part of your positioning, one hundred percent. If you have proprietary processes that you use in your business or to get your clients the results that they they get, that is part of your positioning. Be known for it.

Your background, your brand identity, of course, is a part of your positioning. Your thought leadership, you know, like yours those high points of view, your authority content you share, your packages, your products, your offers, they’re all part of your positioning, your specializations, your skills, your strategic partnerships, the people you decide to network with, collaborate with, you will be known, again, by what you offer, who you connect with, because you will be talking about what sets you apart. You will be talking about what makes you you in all of these places, in all of these ways.

So all of this is part of your positioning.

Make no mistake.

Not talking about this is going to be a you know, I hesitate to say this, but I probably need to because when you overlook talking about things like your your process or your packages or your background or your story, you’re actually putting yourself at a disadvantage.

And you’re probably blending in way more than, you know you’re blending in with everybody else who may be doing the same thing.

So if you wanna stand out, you need to start owning who you are, what you do, how you do it, who you work for, who you connect with, collaborate with as a part of your positioning. And, yeah, I’m going to be seeing positioning a lot in this, but that’s, like, pretty much the the creating.

So yeah.

Okay.

Let’s talk about amplifying, yeah, your positioning.

So first things, you wanna amplify your authority. Like, super, super important.

Get comfortable with amplifying your authority.

I like to call these value shots. You can call them whatever you want to, but point is you wanna start amplifying your authority by using digestible pieces of content that create a standard position for you. Some of you may already be doing this. You know, the podcast that you’re pitching or the podcast that you’ve started or the blog post that you’ve written or the guides or the guest post or the talks. The point is you need to start thinking about how can you give your audience tools and techniques that share your expertise, but in many cases, also prepare them to work with you.

Think about these value shots as what does your audience need to know or do or believe before they’re ready to work with you. So I’ll give you an example because so I write a lot about, you know, oh, you need to like, for instance, offer optimization is a big part of my process. Right? I would often talk about what makes for a good offer. I would often talk about, you know, what you need to sell an offer, what mistakes people are making with their offers.

Why? Because I need people to be ready with a good offer before they come to work with us.

I need people to have the foundation of a great offer in place so I can then optimize it. I’m not in the business of creating the offer from scratch. It does not help me if they come to me with an offer that’s missing crucial pieces because then we waste a lot of time, and then then they they’re not even gonna get the results that I can, you know, help them get. So I make it my job to help them have those foundational pieces in place.

So the for you, you share these these value shots, like, call them because they’re an easy way for you to build a stronger connection with your audience and a great way for you to build expertise and authority as well.

So how can you establish yourself as a distinct, unignorable voice in your niche?

Share spiky points of view.

If you disagree with something, if you have, like, a contrarian thought that goes against your industry, think out loud.

If you have an inspiring backstory like I was telling you, like, tell it to everyone everywhere.

If you’ve tested strategies out, The whole nurtured for newsletter nurtured for sales newsletter thing, like, was something that I tested out with clients.

I’ve since gone on to talk about it on podcast. I’ve, you know, have pitched events to talk about it.

I have, like, people booking us out for them months in advance.

So it’s not like newsletter is nothing new, but the fact that you can use it to also sell makes it that much, you know, more attractive to my audience. Once I tested it out with a couple of clients, I knew I was onto something, and that meant I’m going to talk about it everywhere in as many ways as possible.

So what I would love for you to do is think about how are you gonna amplify your authority over the next month. Is it sometimes it can feel like, look. Oh, you know, if I say next week, you may not feel right enough, but I would love for you, whether you, you know, the three of you here or, you know, if you’re watching the recording, think about it. Like, think about how are you gonna amplify your authority over the next month and share it with me in Slack.

You know? Are you gonna pitch a talk? Are you gonna write a guide style post? Are you gonna share those safety points of view on social? Are you gonna reach out to a podcast that you’ve been wanting to be on?

Just pick one thing. It’s you know, and start that.

What are you gonna share? How are you gonna do that? And where are you gonna share it?

Okay. This one is, again, something that I personally had to get very comfortable with because of several reasons. One, introvert. Two, have been raised.

Eldest daughter was raised to not, you know, talk a lot about what and, you know, not come across as feeling, like being braggy or arrogant. I was always an overachiever.

So, you know, it was yeah. Anyways, I had a lot of work to do around this, but amplify your awesome publicly and oh, sharing your results. Know that when you’re running a business, you need to do it. It’s just part of just owning who you are.

It’s part of your positioning. It’s a business decision. And the best way to be known for what you do is to share when you do it and share it twice when you do it well. So which is why I talk a lot about the kind of projects I’m working on.

I talk a lot about the results our clients are getting. I it’s taken me a while to get really comfortable with it.

There are people who are naturally comfortable with it, and I think that’s amazing. But if you’re not, know that it’s okay to take baby steps towards it. But please get used to talk amplifying. You’re awesome. Talk about your process. Let clients see how you differentiate yourself from everybody else.

And here’s the thing. It is so much easier for clients to make a decision when they see the kind of, you know, work you do. It is so much easier for them to see you as an expert when they can see others like them who trusted you, worked with you, had a great experience with you.

I include testimonials and proposals, in-depth testimonials with photos. I include social proof even when I’m working with a client.

I make it a point to talk about the kind of like, share a similar client experience or a case study.

So or, you you know, other credible markers. Like, instance, if I’m, you know, on a podcast that I know a client would enjoy, I will send it to them.

Or an event that I’m speaking at, I will let them know about it. I’d ask them if they’d like to attend. So point is think about, again, this whole session, I want you to start thinking about how are you going to amplify all of this positioning that you’re working so hard on.

And for this one, I wanted to you to think about what how can you amplify your awesome in the next week? So what results, social proof, credibility markers, accomplishments can you share in the next week? Where will you share them, and how will you share them? So, again, gently accountable to this. I would love for you to share with me in Slack.

I’ll share tag me, like, let me know. Okay. Perna, I’m gonna be sharing a video testimonial, an endorsement from a mentor, a podcast appearance, any video to me is processed up over there next week or any one of the above. I’ll I’ll share these on Instagram and LinkedIn.

The testimonial could be a reel. The mentor endorsement will go on LinkedIn. The podcast will go on both. This is an example, but you get the drift.

So get comfortable.

I would love for you to do this. I would love for you to when you share it, tag me so I can, like, publicly cheer you on as well.

We need to get super, super comfortable with amplifying our awesome. I feel like so many of us hesitate in doing so because we don’t wanna feel like we’re bragging or we don’t wanna, you know, take up too much space. Whatever be the reason, we need to think of this as a business decision and just move forward with it.

Next up, amplifying your presence.

Show up more often.

Easier said than done, but, trust me, you can do it.

Pick your platforms and show up. Similar to amplifying your awesome, amplifying your presence is often linked to like, we tend to worry a lot. Like, at least I’ve and for all of these things, I’m speaking from personal experience because I’ve, like, literally been there. And, again, you may not be feeling this way, which is great for you.

I think that’s amazing. But if you are, know that you’re not the only one. You it’s natural to be like, oh, but how? How do I do this?

Or what if I get rejected?

What if no one shows up?

Very valid fears.

But a fear of showing up is nothing but an inner gremlin urging you to keep playing small, insisting that you stay hidden.

That is what, at least, I realized. And, you we have Kirsty who does mindset, so she would be able to speak more of this. But once I realized that this is just you know, it’s I can easily flip this. I can easily reframe it. This is just, like I said, an inner gremlin holding me back, and I’m not gonna let that happen.

Because what if I get rejected? But what if someone says yes?

What if no one shows up? But what if someone does? So it’s really easy to do that, but it’s super important again, in this case, for you to pick your platforms and pick and then show up there consistently because that makes you comfortable. Consistency does has this other great advantage.

The more you show up on a particular platform, whether that’s a stage or a or a social platform or going on podcast or writing blog posts.

The more you do something, the more comfortable you get. The more comfortable you get, the more confident you are. The more confident you are, the more impact, the greater results. You know? So it’s just it’s kind of a ripple effect, and the best part, it doesn’t even take a ton of time.

So, again, feel feel feel less when you’re standing out. Like, reframing it would really, really help. So this is more of an ongoing thing. You will always come up against like, for instance, when I decided I wanted to start speaking on stages, my greatest fear was like, what if I mess up?

But then what if I don’t? What if I nail it out of you know, crush it? And for me to do that, what do I need to make it happen? How can I make it happen?

So think about where you may be playing small when it comes to positioning.

Be honest with yourself.

What stories are you telling yourself about your authority, your credibility, you know, your results? Whatever it is that you feel like, oh, it’s not quote, unquote, good enough.

Are those stories true? Are they a fact?

If yes, then how can we change that stories? Because stories are just that. They’re stories. They can be changed.

And if not, then how can you reframe them? How can you move past that?

It’s this is more of a mental step when it comes to amplifying your positioning, but trust me, it’s sounds cliche, but it’s a game changer. Once you start doing this, it becomes so much easier for you to make those big asks that help you amplify your positioning and be known for who you are. Like, if you wanna be unafraid, you wanna feel confident, you wanna feel brave making those big asks, you need to start by addressing what’s going on inside when it comes to showing up in a big way.

So really spend some time thinking, well, this is this is like an ongoing step.

And if any of you are in this place where you feel that you’re playing small when it comes to your positioning, feel free to, again, like I said, tag me in Slack.

And we can chat about it there.

But this is a huge, huge step for you to start showing up in a big way on those big stages and be absolutely unafraid when it comes to owning who you are and what you wanna be known for.

Your positioning at the end of the day is your point of difference. I absolutely love it when clients tell me why they, you know, wanna work with me because every single time, it comes down to my positioning, and it shows me that it’s working.

So people may rip off your packages. They may copy your content, your updates. It’s happened with us many, many times over. It will continue to happen. Honestly, unless, of course, it’s like a word by word copy and someone’s, like, plagiarizing a copy. I’m, like, not gonna send a cease and desist for someone I see is copying a package that we’ve created or is writing an update that’s similar to ours. I mean, that’s not a worthwhile use of my time or our team’s time.

But because of what I know is they cannot copy as our unique positioning.

And our positioning, again, it’s not permanent. Right? It will evolve.

Your positioning will set you apart. And if you continue to amplify it, people will recognize you instead of recognizing your competition. It just works works that way. We have so many people telling emailing us, telling us, oh, you know, I saw so and so, you know, using your branding, like, you know, the food and coffee branding.

Did you know that? Yes. I do. Does it bother me? No. I mean, I don’t own the food and coffee, you know, connection.

A lot of people can make that connection, but I love it that they people think of us when it comes to food and coffee coming together. So that’s just a very small example, but there are so many other cases. Point is your positioning is your point of difference. Once you start amplifying it, it becomes that much easier for you to be recognized and known for a particular point of view, for known for a particular expertise, known for a particular skill set.

So go forth and follow positioning.

Alright.

Time for q and a for the position related questions or copy reviews.

Hi, Heather.

I have a position oh, hello.

Yeah. I have a position question. Can you hear me okay? Sorry. I’m in the car.

Sure. No.

No. Can you hear me?

We can.

Go ahead. So this is kind of it feels like a silly question, but it’s actually a real question.

I mean, obviously, we need to do the work of defining our positioning.

But do you ever find that, do people have success with hiring or partnering with the hype person?

Reason I ask is I hate promoting myself. I’m really, really terrible at it, but I’m really great at promoting other people.

And because I think it’s hard to sell yourself, sometimes.

And so I was just curious if you’ve ever seen people, like, I don’t know. You know, maybe they’re a little bit timid about being, amplifying their own positioning. Their position assuming their positioning is clear, but maybe they have trouble amplifying their own and maybe they have their assistant, like, you know, write their authority. I don’t know. Like Yes. Under someone.

Yeah. Okay.

Absolutely.

So many people, like, way back in the day, when we were starting out, like, I would’ve we when we were starting out, we did not have a budget to hire. But point is, like, if we had the budget to hire, I would have wanted to speak to at least, if not, hire full time, like, speak to someone who was, like, quote, unquote, positioning, amplification, or high person, like you said. You know? I would, I can and there that is exactly why so many people do also work with ghostwriters when it comes to their social content or when it comes to their, you know, their blog posts and all of those. So, yes, I think, that is definitely an an option.

An option.

Okay. Cool.

Thank you.

You’re welcome. Any other questions?

Ask you okay.

Yeah. Can I pose, I’m I’m struggling a bit with the positioning?

So, basically, I it’s been a huge evolution since CSP started in November. I think you probably heard in some call me discuss the seasonal sale holiday sale opportunity.

And I I think that, of course, is still a pretty blue ocean all that. However, what I’ve really come to realize is is that there’s there’s it seems to be a difference between what people are looking for, which for me is email strategy, email copywriting, executing, even management, that kind of thing. And then the like, for example, I was on a call two days ago, and it was with a audit client.

And they, we were just kinda talking about a lot of things. But, basically, it was like, oh, you could do our whole seasonal Father’s Day for them is a really big one, and they haven’t planned it yet. And they were like, oh, you could, like, do the entire campaign? And I said yes. And she goes, well, this it was just a bad time for the clients in terms of their seasonality, so their this is their low. So she was kinda trying to figure out budget and what we could move forward with since I delivered the audit.

And while she wanted to move forward with email as well and the retainer style and everything Joe’s teaching, it she has to be careful with her budget. And so I just kind of what I’ve what I kind of am struggling with is while the blue ocean seems to be there with seasonal and holiday sales and being able to be that person, I so much of what I wanna also deliver is email marketing, and that’s what people are coming to me for.

And, ultimately, I’d like to create an email marketing agency. And, of course, seasonal sales can be a part of that for sure.

Mhmm. There could also be a campaign package with that. But what I’m struggling with is people don’t seem to be seeking out a seasonal sale strategist, an expert on that.

They are definitely coming to me through email. So I’m struggling even on a basic level with, okay, my homepage.

How should I position myself on my homepage? What should I prioritize? I initially did change it to all real focused on seasonal and holiday sales. But it’s it something isn’t work isn’t feeling right, and it’s keeping. And that is the block for me with moving forward with doing all the work of authority building and all that because I’m just sitting there going, but what should I leave with, and do how should I bring in the other one?

And you know what I mean? Is this making sense, or am I just rambling?

No. No. It is.

It is making sense. And it this, okay. So, yeah, I completely agree that, you know, seasonal sales is a huge flow, an opportunity. Like, for for me and the course creator market, the newsletters and the flash sale sequences, all those are really great, but those are not the ones that I lead with because I know that’s, you know, something that our clients, they when they see the opportunity, they go, yeah. Okay. That makes total sense.

But that’s not who they’re looking for.

They’re looking for either a launch copywriter or an evergreen funnel copywriter. How do I position myself over there? So I focus on ROI. I talk about ROI focus. I may change that to something else later, but every conversation I have with a a client and the process that I walked them through shows them the ROI of every step. Like, even the research phase, what’s the return on investment for them?

Why would they like, because for a lot of clients, they’re like, oh, but that’s onboarding. You would you know, that’s your your thing.

No. It’s not. You know? It gives you clarity on who you should be talking to, how you should be talking, but we already know that. Okay. But then why aren’t your launches converting? We’re obviously missing something.

And Mhmm. Then I walk them through what my report messaging recommendations report looks like, etcetera, etcetera. Anyways, point is there may be a case for you to position yourself as an email marketing strategist who specializes in or an email marketing copywriter or an, you know, whatever you wanna call yourself who specializes in uncovering hidden sales or businesses.

Seasonal sales can be a part of that. But, also, a win back sequence could be a part of it. You know, welcome sequence could be a part of it. So point is maybe you need to use your seasonal sales as, of course, an authority builder.

You, you know, you definitely wanna start talking about it because not enough people are talking about it.

But you may also wanna think about, is there a way for you to look at how you approach businesses as a whole, how you approach email marketing as a whole and kind of lead with that instead.

Not to confuse any further, but I feel like if you’re seeing that people aren’t really looking for a seasonal sales strategist, maybe a case for broadening it. It could just be that you’re not talking about it often enough. You know? So it could that could totally be the case that, you know, you’re not showing up on stages often enough and, you know, just drilling home the point that, you know, seasonal sales are a huge missed opportunity for most businesses.

Yeah.

So you need to kinda look at both the things and make a decision there. Like, have you been giving it your hundred percent as far as yes. As far as your positioning goes, or have you been, you know, like, half heartedly, kind of saying, yes. I do this, but then also talking about a million other things. Because a lot, you know, a lot of this is about being really brutally honest with this brutally honest with yourself.

Okay. Okay. Yeah. Mhmm.

Sorry about that.

That’s a really valid point.

I have a question, Jessica. Have you considered positioning yourself as the email strategist who turns discounted customers into full paying customers?

Well yeah. So broadening out to that, because that was where seasonal and holiday kind of led me was just this idea of, either how do you turn people who came into your, you know, your ecosystem via a fifty percent off Black Friday deal? How do you turn them into someone who will come back and buy it full price?

That’s definitely an angle which then I, you know, I think you and I spoke about the, the ditch the discount. So I I am leaning in with that. I think that’s just, it’s easy to for me, I just there’s a disconnect with it. I wish I I just need, like, a I don’t know if I need, like, some sort of chart to make it clear to me, but I’m always sitting there going, okay. I can have Ditch the Discount as a newsletter and a podcast and make and I can go into all sorts of things related to the phrase ditch the discount. You know? Mhmm.

But when it comes to my, okay. So, like, what’s in the hero section of my home page? And then what what is that messaging hierarchy?

That has always been a struggle for me when I don’t have one clear, like, this is how I wanna someone to find me and then start investigating me and then to start potentially working you know, like, the whole customer journey, that for me has been very difficult to figure out what that looks like.

And and, yeah, I’m doing this because I’m imagining, like, a a a upside down pyramid or something. You know?

Visual.

So, yeah, that’s what I’m kinda struggling with.

See, I feel like answer your question, Caroline. Sorry. Go ahead. No. No. I feel like, saying that you can turn you can help turn discount customers, for lack of a better word, price, to full paying customers and increase the lifetime value.

I was yeah.

That messaging would really resonate. And then as a part of that, as Perna mentioned, you could you could highlight seasonal sales as one aspect of it, but there’s so many ways that people come in discounted. I mean, you go to a website and they give you a pop up, sign up, and get ten percent off. I mean, or I see something on Instagram and it’s sale for whatever, temporary sale may not be seasonal, but, you know, for a week, there’s a discount, so then I might sign up.

But I may never shop there again.

Mhmm. Mhmm.

I feel like that’s it feels like it would be a problem, a big enough problem. I feel I suspect that retailers are thinking about this.

I don’t know. It just to me, it seems like it would resonate if you were to just talk about returning discounted customers into full paying ones and increasing lifetime value of that.

So if you so if you were putting on it, like, so, obviously, I’ve been focusing a lot on ecommerce, and not that that couldn’t change.

But my point is if you were a business owner, let’s say, ecommerce, and you saw that I was, like, the person who was focused on turning discount buyers into, you know, full price customers or loyal customer or whatever you wanna say. If you saw that, I guess my question is, would you expect that what my primary solution for you would be, like, to go with CSP and what Joe’s teaching in the intensive, a standardized project that is an email program audit. Would that connect for you? Because that, to me, I I’m, like, not seeing that as the, oh, here’s the solution matched with the problem.

I think you would have to front that you tackle this problem via email.

Okay. That you know, and just talk about how impactful email can be to create loyal to create a loyal customer base and how you’re leaving money on the table if you’re not implementing correctly.

Yeah. Got it. Okay. No. I see. Thank you.

I would also add to that is, like, yes, definitely make a connection with email. But I almost feel like there’s a case here for you to consider.

Would would positioning yourself as the ecom email copywriter who helps businesses or companies increase customer lifetime value be, you know, a clearer value prop for them because that’s something they understand.

And how you help them do that is then through through seasonal sales.

My only disconnect and, again, this is not to, again, confuse any further. My only disconnect here is if you’re talking about ditching the discount and then you’re selling them on seasonal sales, are you saying you would not be telling them to discount their products then?

No. So, yeah, so what we did discuss this, Joe and I, in another call, and it was like, ditch the discount doesn’t necessarily mean never discount. It just means ditch your reliance on the discount as your primary way of selling your products.

Okay. And then how does seasonal sales fit in?

Well, so and then and then well, one, that’s my question is, does it?

That that’s kind of been that’s the, like, funny part about CSP is it was like, yes, seasonal sales. But then as I dove into it more, it was like, oh, there this reliance on discounting all the time is really a problem and the philosophy. But so I mean, in so this client that I was talking to, yes, their, Black Friday and all of that, the holidays are a huge time for them. And so, of course, like everybody, they lean on discounting at that time, and it’s almost weird if you don’t.

Right? However, it’s a very male, audience, and so Father’s Day for them is a huge seasonal sale. However, it is not. They don’t have to lead with a discount.

They lead with more of bundling and that kind of stuff with maybe free shipping or something Yeah. That they don’t have discount.

Okay.

So does that answer?

Yeah. Yeah. Yeah. It does. I just feel and, Jessica, you need to do a lot more, educating your audience.

Like, then the amplifying your party part needs to be one that you need to go all in on because like us and, you know, and we are people like, again, your audio your customers are gonna have the same questions. And then that’s your job to clear up those questions in as many ways as possible, in as many places as possible. And then I think so, yeah, the positioning’s great. It’s just that you need to think about, okay, how am I going to start talking more often about it?

Okay.

Okay.

I think I’m just gonna have to get over the fact that people my website is always an evolution anyway, and I’m not for perfection on it. And I know that, like, now I mean, it’s always been Yeah. Sometimes, and I’m not great. But I just think where I’m, like, every time I feel like I wanna iterate on it or change it up, I’m sitting there just going, what?

Well, like I said, where should I start at the top? I don’t Oh. Yeah.

So think about yeah.

Start at the top. Like, literally, start at the top. Think about it like, okay. Someone comes to your website. What’s the first thing you want them to know? So, hey. You’re on this page because you want more sales and you want more sales without having to lean on discounts all the time.

And I’m the email copywriter who’ll show you how to do that.

So maybe just start there. Like, keep it simple. But point is, will will this require more, you know, more education?

Absolutely.

Okay.

Do you see that as a problem, or is that just it’s that’s always.

Because it sometimes seems that when I look at no?

Okay. No. It’s not a problem. Okay. I’ll I’ll have like, for instance, in our case.

Right? So everyone’s the launch copywriter. Everyone’s like, oh, yeah. I can you know?

I started differentiating myself by talking about the fact that I’m not an order taker. I would wanna look at why do you need a sales page. Maybe you don’t need a sales page. Maybe you need something else.

Right? Mhmm. And now now there are a lot of copywriters who talk about it, a lot of them who’ve been through ready to sell, who, you know, have made proper optimization a part of their process. Being the strategist is part of the rest.

That’s the whole goal there.

But when I started talking about, you know, looking at all your courses before I write for the course you’re hiring me for, clients didn’t know why. Like, the other copywriters I’ve worked with would either just write the sales page they hired them to write or would write the email sequence. Literally, every testimonial I had from everyone, from Pat Quinn to, like, the, you know, crafters that I wrote for, the gardeners or everyone talked about the fact that they loved that I would go deep into their business.

Was it it wasn’t something that they even knew they needed.

But once they got it, it was like, oh my gosh. This is amazing.

So it’s not a problem. It’s just something that and you like I said, like, you will need to really, really talk about it every opportunity you get. So yeah. It will it is it hotter?

Maybe.

But then is it better?

Generally, when things are hard, it’s, you know, it’s great to do them because that means the rest of the competition is not doing it.

So Yeah. At least that’s how I would approach it. Yeah.

No. Thank you. That I I you just gave me a a extremely valuable coaching session. I can’t believe I just got that. Thank you so much.

And thank you so much.

You are the same thing. Awesome. Cool. Great. Any other questions? Any copy review requests? Nope.

All good.

I wish I did.

I’m not preparing any copy.

That’s okay. Don’t worry about it. Don’t worry about it. Cool. Alright. I would honestly, like, for at least Nicole, I know you’re you’re part of CSP, but I’m part of Copy Hacker’s team.

But, again, for the three of you, if you like, I would love to hear how you’re gonna be applying your positioning over the next week and the next month. Seriously, like, tag me in in Slack. Let me know. I feel like all of you need to be shining brighter, when it comes to different status.

So yeah.

Thank you so much, Perna.

You’re welcome. Thanks so much. See you all in Stockton. Thanks. Bye. Bye. Bye. Bye.

Self-Identifier Sections

Self-Identifier Sections

Transcript

Alright. Cool. So today, I have a training lined up for talking about self identifier sections. These are so I’ve used them pretty much anywhere from sales pages to emails to social content and even blog posts.

Mhmm.

But, yeah, I’m gonna share a few examples from sales pages itself. So Excellent. Oh, Jessica’s here. We can get started.

Hey, Jessica.

Hello. How are you both?

Good. Good. Good. How are you?

Doing good.

Awesome. Cool. So we’re gonna just kick things off, and this may be a I’m gonna do my best to stick to the fifteen minutes, but I’m pretty sure we’ll probably go a little over time. So let’s get going.

We’ve been having a little bit of a few power cuts lately. So just in case I lose power, I’ll be gone for about a minute or so, and then I’ll be back. Alright. Self identified sections.

Like, I was just telling the call a little while ago, this I’ve used these sections on sales pages, on emails, and social content, on blog posts, pretty much everywhere, for clients. They’ve, sales pages have shown consistently across niches that these sections get, like, even though they’re, like, further down the page, yeah, heat maps show them getting a lot of eyeballs, a lot of engagement. People clicking on the CDN buttons right below those as well. The clicks, map there is, yeah, pretty wild for, you know, again, different issues.

Emails written using these sections tend to do really, really well. Like, you could just turn a whole section into an email itself. So you may also know these as this is for you sections or yep. You know, who is this for?

Perfect for you. That kind of thing. I like to call them self identify and acquire sections and, you know, yep. That’s what we’re gonna kind of because they help people identify, themselves with whoever we’re talking about.

So what we’re gonna look at today is what are these, why do you need them, mistakes to avoid, and then, of course, the three kinds that I’ve tested extensively.

I’ve used a lot of these, but these are like, let’s just focus on the three for today. So quick introduction for those of you who may not know what these sections excited, informed decision about either joining you or not joining you for your program. Like, either which way, it’s a decision. They and they make that decision by self identifying.

They make that decision by reading those statements that that work with them, that work on them on a very tangible, emotional, visceral level almost. Why would you wanna use them? Quite simply because they work really, really well, but also because they they showcase that you understand your audience’s language. All of that voice of customer research that we’re doing, it works beautifully for these sections.

And it also shows them that you have empathy for their pain or an awareness at least, you know, for their pain, for their struggle. It helps you build trust and credibility while also being very entertaining and engaging. These are really great sections to show to help your audience see themselves as they are right now, and And then it to help your audience see themselves as they are right now and then as their future self. So they work wonderfully to kind of give a lot of information in a very condensed format.

The number one goal again of this section as is the goal for several sections on your sales page is connection. We wanna connect with our reader. The conversion always happens when we clear that connection. That is the goal of this section.

Some of the mistakes that I see, a lot of sales pages, and as someone who audits a lot of copy as well, you know, I see a lot of pages including that this is for you, perfect for you, self identify sections, but we missed the mark. And this is something that I used to do, like, way back in the day as well. So I know that this is something that happens. We know we’re supposed to do this action, but what happens is we end up making it either too weak.

You should join us if you’re interested in upleveling. I mean, like, what does that even mean? Or generic. This is for you if you’re an entrepreneur.

Okay?

But or focusing only on the pain. And here’s the deal. I know there’s a lot of conversation in sales copywriting and email copywriting niches around not focusing on the pain points of our audience. But the goal here is not to, like, kind of poke the pain.

The goal is to acknowledge the pain. We cannot just say that, oh, yeah. You know, everything’s correct. We wanna acknowledge the pain, but we don’t wanna you know, I heard this phrase somewhere.

It just kind of stuck with me because it’s just so icky. It’s like you don’t wanna poke the wound. Like, that’s not what you’re gonna do. It’s like that so you wanna acknowledge the pain, but you also wanna show empathy and awareness.

So when you’re writing these sections, the one thing you wanna look at is you don’t wanna be vague. You don’t wanna be generic, and you don’t wanna just be all pain focused here. Like, your life is just all doom and gloom. No.

That’s not the goal here. And the big mistake is not including a self identify intersection. I very, very, very rarely would say that, oh, this is something you absolutely must do because we all know that there are, you know, ten different ways to, you know, write a sales page or to write an email sequence or whatever. But But because I have such huge amounts of data for this, like, over the years, I would, yeah, I would say it would be a big mistake to not include a self adored perception.

So that will be, like, a huge mistake. As far as possible, you you wanna include it. If you’re not putting it on your sales page, at least include it in your emails, include it in your prelaunch content, include it in your social media, but please do do include it. Okay.

So let’s talk about the three kinds of self identifier sections that you could choose from. You could mix and match these to make up your own, but these are, you know, some of the ones that I’ve written for over the years. So linear paths to learnings kind of a section. Now this shares specific strategies that your audience may have tried in the past and failed at. So here we wanna kind of acknowledge that less yes. You’ve tried to learn this in the past and you failed at it or you struggled with it or you felt that you’re not really where you should be, you know, after all of this learning.

The other thing that these bullet points, for a linear path to learning, section would do is also highlight key personality qualifiers that would help them succeed in your program. So you, you know, you could also say, okay. This is for you if you’re someone who’s done a, b, and c and is now ready for x, y, and z because you are like this. So example, this was for, a membership site for people who wanted to learn how to stitch.

So very interesting. And the audience of this is essentially a lot of you know, we had a lot of senior citizens here. People who’d, you know, who’d retired or were on the verge of retirement, were looking for a hobby and things like that. So if you notice, this is very, very specific.

You haven’t picked up a needle and thread for years, but you have long held desire to express yourself creatively. It should be clearly. You’ve been dabbling with textiles for a while, but your process feels confused or overwhelming. You’ve, you know, ever told yourself you’re not naturally creative or worse someone else has said that to you.

This is for you, especially if you’re a beginner or have no experience with needle and thread, but you know you wanna be creatively inspired and confident. The next one is readiness bullet. So this type of section uses future focused tangible specificity. You wanna help your audience see what they need to be ready for once they’ve learned from you, once they’ve worked with you, once they’ve gone through your program.

You wanna solve the struggle they’re experiencing right now so that they can be better prepared for the future.

That is the readiness they need, and that is what this kind of a self identify section can do for them.

So this was for a mindset coach to Appreciation Academy. You’re ready to stop being average and playing small because that’s what, you know, you’ve learned in the past. You wanna step up and shine and have the confidence to empower others. So what do they wanna be ready for is to have the confidence to empower others.

And, package. You wanna be ready to be the best version of your for you of you or your family. You want your kids to grow up in a positive environment. You wanna be happy in the now limiting beliefs.

So you’re jamming already to say peace out to them, that kind of a thing. So you don’t wanna be what you wanna be ready for, you don’t wanna be semi committed to living your best life, you’re prepared to go all in. And then you’ve got the inspirational close. This cell phone and fire section doesn’t really come with the, you know, this is for you if or this is perfect for you if or like you saw in the past, join this if you’re so and so or Stitchcamp is for you.

The program is this one comes more towards the end of the page, and these are by definition, they are meant to inspire your leader towards momentum.

But why they qualify as self identified end of our sections? Because they generally help your audience visualize success. They help your audience see themselves doing the things that you would help them do, and it also kind of helps them think about what success will look like in a very emotional, almost, you know, very, very visual way.

This was a program for making your own homemade dairy products, cheese. So this was, like, at the end of the page, a heartfelt message from one homesteading mom to another. I know it feels hard. So you were acknowledging the opinion. I know it feels hard to spend time and money learning these skills, but think about how incredible it’ll feel to build up your dairy making skills over a period of time. How wonderful it will be to reach for yummy homemade coffee creamer and delicious smooth yogurt in the first week itself. So we are being very, very specific here about what they can expect to do or graduating to making sour cream and cultured butter, all kinds of cheeses.

Here’s what I know for sure, Brent. If, like me, you wanna give your family the best when it comes to food while saving time and money. So we’re speaking to a very specific audience here, and we’re helping them see what success looks like. We wanna start with homemade dairy products. The joy of seeing your kids lick a yogurt bowl clean or slapping rich homemade butter on toast and herbs. So really walking them through everything here.

Peace of mind, deep seated contentment. And let’s not forget the money is so tangible. There’s lot there’s a lot of visual imagery in this one, and this is not set up, like, in bullet point format either. And neither is it in the middle of the sales page, which is where you’d usually find that this is for your section, technically.

But at the same time, this does qualify as a self identify section. Why? Because we’re helping our audience see who is it for and what can they expect from this. The best self identified sections would create a vivid picture of who someone is now and who they will be after completing your product, program, taking your service.

Yeah. So we wanna use very specific details or signals like you saw in the examples that I shared. You wanna convey all three kinds of benefits. You wanna look at the functional benefit, which is like okay. This is what, like, a feature kind of a thing. We wanna look at the self expressive benefits, and we wanna look at the emotional benefits as well of that.

And then, of course, most importantly, we wanna get people to nod and say, yes.

This is me.

Cool.

We’re on time.

Alright.

Questions For those of you who have used this is for you sections in the past, what do you find is your greatest struggle when writing them? Or if you’ve never included them in the past, what’s your reasoning be? Wow. Has no one used it or has no one?

I used to get Marta, well, coached from you, actually.

And I think where I often get a little stuck is, I I think I’m pretty good at with the specificity and all and all that. Where I get stuck is, one, of course, if you don’t know, you’re one reader for sure, which has been a thing for me because I need to validate my offers more. So that’s always that’s kind of a struggle when I do approach that, but that’s obvious. Right? I think the part where I have wondered is I could go on and on, you know, really with if this is right for you and all that. And I think I appreciate your approach today because I think it makes it clearer with the different types.

Oh, okay. So only include that kind if I’m doing this type of section. Yeah. That makes more sense.

Because before, I was kinda like, oh gosh. I could write these kind of bullet points forever about who that you know, you know, making sure it’s the right person. So, I think your lesson today will help with that, but that was a previous problem where I didn’t know how how much should I go on and on about clarifying who this is right for and who it’s not for? You know what I mean?

Now that is, and that is hard. Right? That is hard to kind of figure out, especially if you’ve got different audiences that you’re looking at. So I actually wanted to share a couple of other examples and see if you could see what we are talking about here.

But, one of the things that I’ve done in the past where we’ve got, say, three different audience profiles. Right? So you could have someone who’s a beginner, someone who’s, say, intermediate, and then someone who’s, like, you know, an advanced learner is use the, you know, use a combination of readiness and linear path. So you can talk about, you know, like, what they’ve done, where they’re reached, and what’s possible for them next.

And you can also kind of talk about whether, you know, what would they be ready for.

So you can use, a mix of these as well, especially if you’ve got, like, you know, different audiences. Alright?

Any other questions? Because I have a few other examples, and I’d love for you to kind of take a look at it and see if you can identify what what kind of self identify sections are those. How many of you have used a self identify our section in your copy, sales pages, or emails? I have.

Okay. Yeah. I have. Yes. Sales pages. Not in emails. Okay.

Jessica, Abby, Naomi, Nicole. Have you used it?

Nope.

No. But this is giving me some great ideas for, social media captions and things like that.

Yeah. Social, it’s really, really great for social because you can turn into a carousel or you can turn it into a video, you know, especially on Instagram. So Yeah.

So I found it works really well for Facebook ads. Like, the, like, hands off is this is you kind of framework tends to get a really low CPL.

Yep.

Yep. Absolutely. That, Yeah. I would actually wanna test it out on a Facebook ad. I have not tested out in the Facebook ad, interestingly.

Okay. Cool.

I’m gonna show you another sales page section that I wrote, self identify section for. And I want you to identify so this was for an astrology. You should be able to see my screen.

This was for an astrology course. So it’s a the cosmic astro Academy of Astrology is your safe space to learn everything you need to know so you can cut through the noise and use astrology to understand yourself better, do reading through confidence, and create positive, meaningful change in your life, but it’s not for everyone. So before we look at the, the bullets here, here’s another thing. You do not always have to use this is for you if or this is perfect for you if or, you know, you should join us then.

You can actually play a lot with the subheads leading into the section and or if you’re using it in an email, you know, the the lead copy that goes into the section. So take a quick look at the bullets here. I’m not gonna read them. You can read it quietly.

And you can tell me what kind of self identify section is this.

Just so that I know y’all understood what I was talking about. Alright.

Who wants to take a shot? Nicole, because you’re the one I can see on camera, and I could see you nodding.

Okay. Can you repeat what I should be doing?

Essentially, just identify what kind of a section do you think this is. What kind of a self either? Is it a linear path to learning? Is it a readiness? Is it an inspiration closed? What do you think it is?

I wanna say it’s readiness because it’s like it does it, like, kinda talks a little bit about the path too. Like, it does talk about, like, you know, where you’ve been and, you know, what you need to do to get to the next step.

But at the same time, it’s just talking about, like, the readiness.

So it’s like, okay. You this is the type of person you are Mhmm. To get to you know, if, like, if you wanna see the results, I think.

Okay. Cool.

Cool. Alright.

Jessica, Abby, Naomi, do you all wanna pop guesses or what you think in the chat or wanna unmute yourself and tell me what you think?

Okay.

Abby says linear paths to learning. Alright.

Jessica.

Yeah. I guess I’m kinda with Nicole because at first when you asked, I was like I immediately went to readiness because I focused more on the phrase, you’re hungry.

You know that, like, you know, this is you kind of thing. That kind if you’ve already been doing you like, astrology isn’t new to you. You know? Mhmm.

But, yeah, I see obvious.

The but then the linear path is also kinda I don’t know.

I honestly don’t know.

Alright. So this is exactly what I was talking about is this is a combination of both, leaning a path to learning and readiness.

So you can merge the two. Right? And, again, there are no rules here. You need to see what will work with the we were talking to an audience.

I mean, this is, like, a really long sales page, but then we were talking to an audience that were at different stages of readiness and that were at that had a different, you know, kind of a path. Some of them had, you know, like, a basic knowledge, but for others, you know, it was more about what they could do with astrology regardless of whether, you know, they’ve been learning it or not. So, and then we have the personality qualifiers. So you’re willing to put in the work because, you know, we wanna be very clear that this is not, you know, like, one of those fluff filled courses.

This is, like, really deep intensive work. So we had those in as well. So you this is a combination of both linear path to learning and readiness. Inspirational close is actually really easy to spot because it’s in the name itself.

It generally end up closing the sales page or the email with it or the email sequence. I use it towards the end of the sales sequence.

But goal here is for y’all to see there are so many ways you could go with this.

I would but I would highly recommend you to kinda of think about what approach you wanna take, and don’t let just one thing kind of stop you. But think about, okay. If I’m speaking to different audiences, can I just merge these two in a way that that makes sense?

Cool. Alright.

Training time done. Let’s talk about copy reviews. Do you does anyone have copy you’d like me to take a look at?

Or do you have any other questions related to copy that you’re working on?

I have a question.

I’m wondering, like, when you’re running ads to web to webinars to opt in pages, have you noticed, like, a decrease in conversions, like, the past year? Because my benchmark used to always be, like, forty to sixty, but the last two I’ve worked on, they’ve been more, like, twenty five, thirty percent. I’m wondering if it’s me or if that’s kind of something other people are experiencing.

Okay.

I haven’t seen that. In fact, our I have a client right now who is running a page at okay. I don’t really the webinar was yesterday was on the tenth.

We’ve had a seventy five percent conversion rate, Abby. It’s wild. And this is, like, hold on. It’s homesteading niche.

The the webinar was on what about canning. Let me see if I can pull it. What I have seen though is, and I don’t know if you’ve tested this out is, and this was, like, kind of shocking to me when I personalized it, was that the shorter webinar registration pages have wild wild conversion rates. So, so yeah.

No. And last month, we did a webinar. The the same audience, we did a webinar on on rotational grazing again. You know?

That was, like, a super niche topic, but we had, like, a fifty, sixty percent sixty percent reg registration rate. And these are ads and the cost CPLs were also really low for them. Yeah.

So it could be niche specific as well.

But but, yeah, that’s, like, the most recent data I have.

Okay. Yeah.

I mean, I’m I tend to do long long form ads and then, like, a medium form, opt in page, but maybe I need to test the shorter opt in page.

Yeah. So I would highly recommend because this was really shocking to me as well was, like, their ads are like, I write their ad copy, and I did do a longer story based ad that I tend to do and but, the shorter ones way outperformed.

And then also this the registration page because we split tested both a long and a short one for this was the webinar on?

This was in February. Yeah. So that was, I think, a webinar on seed saving maybe. So, but, anyways, point being, the shorter one won by a huge margin, and since then, we’ve only used the the short one.

And that you know, like, literally, that is headline, timing, and what they’ll learn and then, you know, and an opt in form. Let me see if I can pull it up, actually. Would you want us to take a look at it? I could look Yeah.

Yeah. Go ahead. Okay.

That was, like, really.

Yeah. Because, like, last year, I had pages converting at, like, seventy, eighty percent. And it it’s yeah. I don’t know. I don’t know what’s going on.

If it’s Yeah.

I think maybe I’ve just gotten worse.

No. No. It’s just that, you know, I think this is what like, so this is like a webinar. I I mean, this was like Oh, wow. Okay. That’s it. That’s the page.

Mhmm.

It’s like And literally, we talked about manuals or anything.

No. I was like, you know and even nothing about, like, so I I tested this against the page, not not this one, but when we were running the test to see what the log would outperform short was.

So my the the test version had a brief bio section about the, you know, the client and then, of course, testimonials as well. Nothing.

It was, like, so cool. Like, literally, like, it made no sense for us to play with the longer version.

So it’s worth testing out.

Depending if other people have copy reviews, would you mind looking at the option page for my webinar?

Sure. Yeah. We have time. Okay. I’ll grab it. Cool.

Yeah. Because I kind of my instinct was that it needed to be a bit longer because, it’s a sophisticated market, so I felt like I need more social proof, because it’s teaching entrepreneur like, course creators how to set up a profit evergreen funnel.

Mhmm.

I feel like if it’s a sophisticated market, you need less information because they already have a lot of information. Like, maybe you need more technical, like, information, but I’m not sure it necessarily needs to be longer.

But, like, in terms of, like, social proof, and stuff.

No. Because I just feel like there’s so many out there. Like, I see so many ads specifically saying I could have a good funnel, so I’m kinda like, how do I make this look different? But I’ll I’ll show you, and then you can yeah. If I need to, like, scrap half of it, that’s fine.

Yes. A thirty percent conversion rate. So if I could, like, double that, then I would two x my ads then, so I’d be very happy. Yeah. Okay. Put it in the chat.

Cool. Okay.

And sorry for being off camera. I’m pretty ill, so that’s why.

Oh, sorry. Here you are. Well, hope you feel better soon. Thank you. Okay.

You can be savage. Like, I just want to improve my conversions.

I’m going to fax Tabby.

For your image wait.

Can you sorry.

If I I don’t know if you you can you have this picture on hand, but if you have your eyes looking to the right towards the text, it’ll help direct more people’s eyes to the title.

Mhmm.

I think I might do somewhere.

Yeah. I’ve heard that one as well, so maybe we’re swapping it out. It’s an easy easy fix. The the big thing that I don’t really know here, Abby, is that this is, like is this on demand? And I would also put the the boxes for name and email address right now here. You know? So Really?

No pop up?

Like, right now, I it says watch now, but I don’t know, you know, do I watch right now? Do I watch later?

So Yeah.

So yeah. Expecting when I click this button, I’m expecting the video to pop up. So after the email comes afterward, it’s like, oh, wait a second. How much more work am I gonna have to do here?

Am I gonna have to sell my Exactly my point.

Yeah. You know? Because I’m I’m clicking the button, and then I’m like, okay. Now I have to put my email address. Now do I have to choose a time later? I mean, I would just put name, email address, watch on demand, or something like that because watch now means that it’ll redirect you to, like, now you said, a landing page to watch the screen.

Okay.

How to sell more online courses.

Okay.

Also, you say go behind the scenes. Could you say, like, watch me create a day one evergreen?

Because, like, what does go behind the scenes mean?

Mhmm.

I feel like if they they’re watching you actually do it, that’s more compelling.

Mhmm.

Or if it’s not, you know, an over the shoulder kind of a tutorial kind of a webinar, then you may wanna kind of look at reevaluate this here because go behind the scenes means, like, you’re taking people behind the scenes there and helping them to see.

You could say, you know, learn how just, like, something like, you know, understand how to set up an automated funnel that’s built in for conversions every month. But what I would do is keep your take an excerpt of social proof and put it maybe to something like this. You know, sales are up by two hundred and forty percent from our last launch.

Have that as microcopy either below the CTA button or above it. So you could actually swap this out because you’ve got how to sell more this is a good promise. You could actually have, like, social proof here, then the name and email address and then the watch now thing.

Yeah. Now I’m thinking because I I’ve got a couple of good, like, results recently that I haven’t pop like, published yet. If I literally just had the headline and then, like like, seventy thousand last month, like, bullets of those kind of results. So then that’s literally it. Yeah. Yeah.

Yeah.

Because this isn’t working. I mean, I’ve been running it, this version, for, like, a few good few months.

And I would move this move this up further, so that people can see what they’ll learn instead of keeping it below. Ryze social proof, we could move Ryze testimonial further down.

Yeah.

You can hop off the live launch or, of course, to go every week from day one with and then go into what they would, you know, what they would learn. Learn the what do you what have you looked at your heat maps to see what’s happening there?

No. I haven’t I haven’t got it set up for new pages.

Okay. Publisher principle. I tried that.

Could it be possible? This is this is very catchy and very clever. They’ll show me your conversion secrets.

But is it possible that people are confused by the different CTAs?

Mhmm.

Yeah. I’m I was thinking, like, do the benefit focused ones, and then it opens up the pop up where they sign up. But if I yeah. If I’m just gonna get rid of the pop up and just have the email address, then I don’t need any of these buttons.

Yeah. And I would I would so this is another thing that we and this would vary from audience to audience. But to know at this point, one of the things that we’ve tested with, you know, quite a few audience niches like therapists and, you know, astrologers, homesteaders is, keeping the same call to actions where the page is shown to work better.

Okay. Because I used to do this earlier. You know? And I still do it for, you know, a few few clients where people kind of associate it with their brand, so that’s fine. But if you’re running ads, these transfers, these are people who would be new to your brand. They may not even know you that well, so you wanna keep it consistent.

Yeah. Okay.

Because I I I really like this too. But, one of the things, Abby, is, like, I would wanna know how refreshably short this is.

Is it twenty five minutes? Is it forty?

Like, what is short?

I think it’s, like, fifty minutes, so it’s not that short. I just know that there’s, like, friction around the neck. So I was like, oh, I just stick that in.

Yeah. Just go with, like, in the in the time of my master class. So or, actually, let them know that it’s fifty minutes, you know, so people can plan accordingly.

And I haven’t seen the master class, but I feel like all of this, I feel like your audience, especially because you you have a sophisticated audience, chances that they’ve heard this. What we wanna look at is what have they not heard that you’re talking about. So leverage the principles of live launching that drive the highest conversion rates without not actually having to go through the nail biting stress of live launching or receive your audio pretending you’re live. I have you know, I’m like, will you be just telling me about using Deadline Funnel, or would you be telling me about using, you know, oh, use a webinar?

Yeah. I mean, like, a lot of people still don’t know about Deadline Funnel.

Like, I’m finding that, yeah, they’re sophisticated in the sense they they buy a lot of courses and they, you know, they’ve they’ve tried going evergreen, but, actually, like, I’m always surprised by how little they know about, like yeah.

But, mate, yeah, I I think I’m kind of, like, I’ve been pulled between two audience because I, like, I don’t know. I don’t I feel like if I make it more advanced, then I worry I’m gonna lose like that. I just yeah. I’m I’m stuck really because it is like the main one of the main selling points of the program is it’s a lot of, like, very comprehensive copywriting templates, which means my audience is gonna be DIY ing.

So if they’re still DIY DIY ing, then they can’t be that advanced is my theory. But so yeah. I’m like, do I need to make it simpler or more? Yeah.

I don’t know.

You could still speak to the same audience. I just feel like we just need to dial in on the to on the vaccinations, so to speak. Yeah. Because I feel like right now, these and also for you to kind of get really clear on who would be the perfect person for this.

So if they’re DIYers who may not know that something like Deadline Funnel even exists, then we need to pique their curiosity Mhmm.

About that. So leverage the principles of live launching. So maybe you could say leverage, you know, the the urgency of live launching without the nail biting stress. So people know that, oh, I don’t have urgency. How would I have urgency as a dead life funnel maybe?

So I feel like right now, this feels this feels generic because create consistent, sustainable cash flow. They’ve heard this a million times, but what is this? You know? Because every component of your funnel is engineered to convert.

What are we really talking about here?

Mhmm.

So create consistent sustainable cash flow because, you know, by leveraging a little known element of your funnel or an often overlooked element of your funnel depending on like I said, I don’t know what’s in the master class, so I’m just making things up on the fly here. But point is we need to really dial into exactly what would they be walking away with.

Mhmm. I mean, maybe you could even, like, instead of doing benefits, focus on what other people are doing wrong. Like, don’t call them out for it, but say, like, you thought this is the answer. Nope. You thought that was the answer.

Nope. That’s not the answer.

And then maybe put benefits later. Or don’t even put benefits. Just, like, show all the things that they’re doing wrong.

Mhmm.

Yeah.

Or you could use a self identify section and say This is for you if you’re tired of you know?

Or, you know, if you’re tired of launching live, you’re tired you know, you could just kind of use something like that there here instead of the the outcomes.

And I would take this and turn this into a headline maybe because and move your bio further down depending on what your ads look like as well.

And see right here, it says get instant access.

So we wanna kinda look at highlighting that here as well because it’s Also it’s not I’m sorry. Go ahead.

Abby, these testimonials are really long. Can you pull out, like, the, like, the bolded parts, like, the most important part, and then put them all on the same, like, screen together with their image?

Because I I feel like you could it’s it’s hard to read because there’s just a lot of text here.

Mhmm. Mhmm.

Yeah. Yep. Or you can make it, like, a pop up. Like, put, like, the main information there and maybe, like, link it to a case study or something so they can Yeah.

I think so.

I’ll just, like, fill out the results and get rid of the do do you think I should just get rid of my bio as well?

Is it like to Do you just keep it at all?

Do you talk about who you are in your ad before they reach the page here?

No. I think, actually, I do one of them. But, I mean, the whole my whole top of funnel needs a revamp.

Yeah. So if you’re using that in your ad and, you know, then I don’t I think you could easily get rid of this because you’ve got plenty of social proof as well.

Yeah. And I would definitely I would definitely redo the opt in page and test. You should test it out. Run ads to a shorter version, run ads to the longer version, and get your own data.

Mhmm.

If I were to if I were to kind of redo this and test it against a shorter version, it would just have, like, headline and either core outcomes or, or in all seriousness, the self identify section.

So, that’s it. That will be my my registration page.

Okay. Yeah. I’ll give that a go. Thank you.

Welcome. Does anyone else Nicole, Naomi, do you have any thing you’d like me to take a peek at?

Not really. Not this week.

Alright then. If that’s it, then we can all sign off. Or if you have any questions, let me know. Alright?

Nope. Alright. Thank you. Okay.

Okay. Thanks so much everybody for being here. Thank you.

Thanks, Brenna.

Bye. Thanks. Bye.

Transcript

Alright. Cool. So today, I have a training lined up for talking about self identifier sections. These are so I’ve used them pretty much anywhere from sales pages to emails to social content and even blog posts.

Mhmm.

But, yeah, I’m gonna share a few examples from sales pages itself. So Excellent. Oh, Jessica’s here. We can get started.

Hey, Jessica.

Hello. How are you both?

Good. Good. Good. How are you?

Doing good.

Awesome. Cool. So we’re gonna just kick things off, and this may be a I’m gonna do my best to stick to the fifteen minutes, but I’m pretty sure we’ll probably go a little over time. So let’s get going.

We’ve been having a little bit of a few power cuts lately. So just in case I lose power, I’ll be gone for about a minute or so, and then I’ll be back. Alright. Self identified sections.

Like, I was just telling the call a little while ago, this I’ve used these sections on sales pages, on emails, and social content, on blog posts, pretty much everywhere, for clients. They’ve, sales pages have shown consistently across niches that these sections get, like, even though they’re, like, further down the page, yeah, heat maps show them getting a lot of eyeballs, a lot of engagement. People clicking on the CDN buttons right below those as well. The clicks, map there is, yeah, pretty wild for, you know, again, different issues.

Emails written using these sections tend to do really, really well. Like, you could just turn a whole section into an email itself. So you may also know these as this is for you sections or yep. You know, who is this for?

Perfect for you. That kind of thing. I like to call them self identify and acquire sections and, you know, yep. That’s what we’re gonna kind of because they help people identify, themselves with whoever we’re talking about.

So what we’re gonna look at today is what are these, why do you need them, mistakes to avoid, and then, of course, the three kinds that I’ve tested extensively.

I’ve used a lot of these, but these are like, let’s just focus on the three for today. So quick introduction for those of you who may not know what these sections excited, informed decision about either joining you or not joining you for your program. Like, either which way, it’s a decision. They and they make that decision by self identifying.

They make that decision by reading those statements that that work with them, that work on them on a very tangible, emotional, visceral level almost. Why would you wanna use them? Quite simply because they work really, really well, but also because they they showcase that you understand your audience’s language. All of that voice of customer research that we’re doing, it works beautifully for these sections.

And it also shows them that you have empathy for their pain or an awareness at least, you know, for their pain, for their struggle. It helps you build trust and credibility while also being very entertaining and engaging. These are really great sections to show to help your audience see themselves as they are right now, and And then it to help your audience see themselves as they are right now and then as their future self. So they work wonderfully to kind of give a lot of information in a very condensed format.

The number one goal again of this section as is the goal for several sections on your sales page is connection. We wanna connect with our reader. The conversion always happens when we clear that connection. That is the goal of this section.

Some of the mistakes that I see, a lot of sales pages, and as someone who audits a lot of copy as well, you know, I see a lot of pages including that this is for you, perfect for you, self identify sections, but we missed the mark. And this is something that I used to do, like, way back in the day as well. So I know that this is something that happens. We know we’re supposed to do this action, but what happens is we end up making it either too weak.

You should join us if you’re interested in upleveling. I mean, like, what does that even mean? Or generic. This is for you if you’re an entrepreneur.

Okay?

But or focusing only on the pain. And here’s the deal. I know there’s a lot of conversation in sales copywriting and email copywriting niches around not focusing on the pain points of our audience. But the goal here is not to, like, kind of poke the pain.

The goal is to acknowledge the pain. We cannot just say that, oh, yeah. You know, everything’s correct. We wanna acknowledge the pain, but we don’t wanna you know, I heard this phrase somewhere.

It just kind of stuck with me because it’s just so icky. It’s like you don’t wanna poke the wound. Like, that’s not what you’re gonna do. It’s like that so you wanna acknowledge the pain, but you also wanna show empathy and awareness.

So when you’re writing these sections, the one thing you wanna look at is you don’t wanna be vague. You don’t wanna be generic, and you don’t wanna just be all pain focused here. Like, your life is just all doom and gloom. No.

That’s not the goal here. And the big mistake is not including a self identify intersection. I very, very, very rarely would say that, oh, this is something you absolutely must do because we all know that there are, you know, ten different ways to, you know, write a sales page or to write an email sequence or whatever. But But because I have such huge amounts of data for this, like, over the years, I would, yeah, I would say it would be a big mistake to not include a self adored perception.

So that will be, like, a huge mistake. As far as possible, you you wanna include it. If you’re not putting it on your sales page, at least include it in your emails, include it in your prelaunch content, include it in your social media, but please do do include it. Okay.

So let’s talk about the three kinds of self identifier sections that you could choose from. You could mix and match these to make up your own, but these are, you know, some of the ones that I’ve written for over the years. So linear paths to learnings kind of a section. Now this shares specific strategies that your audience may have tried in the past and failed at. So here we wanna kind of acknowledge that less yes. You’ve tried to learn this in the past and you failed at it or you struggled with it or you felt that you’re not really where you should be, you know, after all of this learning.

The other thing that these bullet points, for a linear path to learning, section would do is also highlight key personality qualifiers that would help them succeed in your program. So you, you know, you could also say, okay. This is for you if you’re someone who’s done a, b, and c and is now ready for x, y, and z because you are like this. So example, this was for, a membership site for people who wanted to learn how to stitch.

So very interesting. And the audience of this is essentially a lot of you know, we had a lot of senior citizens here. People who’d, you know, who’d retired or were on the verge of retirement, were looking for a hobby and things like that. So if you notice, this is very, very specific.

You haven’t picked up a needle and thread for years, but you have long held desire to express yourself creatively. It should be clearly. You’ve been dabbling with textiles for a while, but your process feels confused or overwhelming. You’ve, you know, ever told yourself you’re not naturally creative or worse someone else has said that to you.

This is for you, especially if you’re a beginner or have no experience with needle and thread, but you know you wanna be creatively inspired and confident. The next one is readiness bullet. So this type of section uses future focused tangible specificity. You wanna help your audience see what they need to be ready for once they’ve learned from you, once they’ve worked with you, once they’ve gone through your program.

You wanna solve the struggle they’re experiencing right now so that they can be better prepared for the future.

That is the readiness they need, and that is what this kind of a self identify section can do for them.

So this was for a mindset coach to Appreciation Academy. You’re ready to stop being average and playing small because that’s what, you know, you’ve learned in the past. You wanna step up and shine and have the confidence to empower others. So what do they wanna be ready for is to have the confidence to empower others.

And, package. You wanna be ready to be the best version of your for you of you or your family. You want your kids to grow up in a positive environment. You wanna be happy in the now limiting beliefs.

So you’re jamming already to say peace out to them, that kind of a thing. So you don’t wanna be what you wanna be ready for, you don’t wanna be semi committed to living your best life, you’re prepared to go all in. And then you’ve got the inspirational close. This cell phone and fire section doesn’t really come with the, you know, this is for you if or this is perfect for you if or like you saw in the past, join this if you’re so and so or Stitchcamp is for you.

The program is this one comes more towards the end of the page, and these are by definition, they are meant to inspire your leader towards momentum.

But why they qualify as self identified end of our sections? Because they generally help your audience visualize success. They help your audience see themselves doing the things that you would help them do, and it also kind of helps them think about what success will look like in a very emotional, almost, you know, very, very visual way.

This was a program for making your own homemade dairy products, cheese. So this was, like, at the end of the page, a heartfelt message from one homesteading mom to another. I know it feels hard. So you were acknowledging the opinion. I know it feels hard to spend time and money learning these skills, but think about how incredible it’ll feel to build up your dairy making skills over a period of time. How wonderful it will be to reach for yummy homemade coffee creamer and delicious smooth yogurt in the first week itself. So we are being very, very specific here about what they can expect to do or graduating to making sour cream and cultured butter, all kinds of cheeses.

Here’s what I know for sure, Brent. If, like me, you wanna give your family the best when it comes to food while saving time and money. So we’re speaking to a very specific audience here, and we’re helping them see what success looks like. We wanna start with homemade dairy products. The joy of seeing your kids lick a yogurt bowl clean or slapping rich homemade butter on toast and herbs. So really walking them through everything here.

Peace of mind, deep seated contentment. And let’s not forget the money is so tangible. There’s lot there’s a lot of visual imagery in this one, and this is not set up, like, in bullet point format either. And neither is it in the middle of the sales page, which is where you’d usually find that this is for your section, technically.

But at the same time, this does qualify as a self identify section. Why? Because we’re helping our audience see who is it for and what can they expect from this. The best self identified sections would create a vivid picture of who someone is now and who they will be after completing your product, program, taking your service.

Yeah. So we wanna use very specific details or signals like you saw in the examples that I shared. You wanna convey all three kinds of benefits. You wanna look at the functional benefit, which is like okay. This is what, like, a feature kind of a thing. We wanna look at the self expressive benefits, and we wanna look at the emotional benefits as well of that.

And then, of course, most importantly, we wanna get people to nod and say, yes.

This is me.

Cool.

We’re on time.

Alright.

Questions For those of you who have used this is for you sections in the past, what do you find is your greatest struggle when writing them? Or if you’ve never included them in the past, what’s your reasoning be? Wow. Has no one used it or has no one?

I used to get Marta, well, coached from you, actually.

And I think where I often get a little stuck is, I I think I’m pretty good at with the specificity and all and all that. Where I get stuck is, one, of course, if you don’t know, you’re one reader for sure, which has been a thing for me because I need to validate my offers more. So that’s always that’s kind of a struggle when I do approach that, but that’s obvious. Right? I think the part where I have wondered is I could go on and on, you know, really with if this is right for you and all that. And I think I appreciate your approach today because I think it makes it clearer with the different types.

Oh, okay. So only include that kind if I’m doing this type of section. Yeah. That makes more sense.

Because before, I was kinda like, oh gosh. I could write these kind of bullet points forever about who that you know, you know, making sure it’s the right person. So, I think your lesson today will help with that, but that was a previous problem where I didn’t know how how much should I go on and on about clarifying who this is right for and who it’s not for? You know what I mean?

Now that is, and that is hard. Right? That is hard to kind of figure out, especially if you’ve got different audiences that you’re looking at. So I actually wanted to share a couple of other examples and see if you could see what we are talking about here.

But, one of the things that I’ve done in the past where we’ve got, say, three different audience profiles. Right? So you could have someone who’s a beginner, someone who’s, say, intermediate, and then someone who’s, like, you know, an advanced learner is use the, you know, use a combination of readiness and linear path. So you can talk about, you know, like, what they’ve done, where they’re reached, and what’s possible for them next.

And you can also kind of talk about whether, you know, what would they be ready for.

So you can use, a mix of these as well, especially if you’ve got, like, you know, different audiences. Alright?

Any other questions? Because I have a few other examples, and I’d love for you to kind of take a look at it and see if you can identify what what kind of self identify sections are those. How many of you have used a self identify our section in your copy, sales pages, or emails? I have.

Okay. Yeah. I have. Yes. Sales pages. Not in emails. Okay.

Jessica, Abby, Naomi, Nicole. Have you used it?

Nope.

No. But this is giving me some great ideas for, social media captions and things like that.

Yeah. Social, it’s really, really great for social because you can turn into a carousel or you can turn it into a video, you know, especially on Instagram. So Yeah.

So I found it works really well for Facebook ads. Like, the, like, hands off is this is you kind of framework tends to get a really low CPL.

Yep.

Yep. Absolutely. That, Yeah. I would actually wanna test it out on a Facebook ad. I have not tested out in the Facebook ad, interestingly.

Okay. Cool.

I’m gonna show you another sales page section that I wrote, self identify section for. And I want you to identify so this was for an astrology. You should be able to see my screen.

This was for an astrology course. So it’s a the cosmic astro Academy of Astrology is your safe space to learn everything you need to know so you can cut through the noise and use astrology to understand yourself better, do reading through confidence, and create positive, meaningful change in your life, but it’s not for everyone. So before we look at the, the bullets here, here’s another thing. You do not always have to use this is for you if or this is perfect for you if or, you know, you should join us then.

You can actually play a lot with the subheads leading into the section and or if you’re using it in an email, you know, the the lead copy that goes into the section. So take a quick look at the bullets here. I’m not gonna read them. You can read it quietly.

And you can tell me what kind of self identify section is this.

Just so that I know y’all understood what I was talking about. Alright.

Who wants to take a shot? Nicole, because you’re the one I can see on camera, and I could see you nodding.

Okay. Can you repeat what I should be doing?

Essentially, just identify what kind of a section do you think this is. What kind of a self either? Is it a linear path to learning? Is it a readiness? Is it an inspiration closed? What do you think it is?

I wanna say it’s readiness because it’s like it does it, like, kinda talks a little bit about the path too. Like, it does talk about, like, you know, where you’ve been and, you know, what you need to do to get to the next step.

But at the same time, it’s just talking about, like, the readiness.

So it’s like, okay. You this is the type of person you are Mhmm. To get to you know, if, like, if you wanna see the results, I think.

Okay. Cool.

Cool. Alright.

Jessica, Abby, Naomi, do you all wanna pop guesses or what you think in the chat or wanna unmute yourself and tell me what you think?

Okay.

Abby says linear paths to learning. Alright.

Jessica.

Yeah. I guess I’m kinda with Nicole because at first when you asked, I was like I immediately went to readiness because I focused more on the phrase, you’re hungry.

You know that, like, you know, this is you kind of thing. That kind if you’ve already been doing you like, astrology isn’t new to you. You know? Mhmm.

But, yeah, I see obvious.

The but then the linear path is also kinda I don’t know.

I honestly don’t know.

Alright. So this is exactly what I was talking about is this is a combination of both, leaning a path to learning and readiness.

So you can merge the two. Right? And, again, there are no rules here. You need to see what will work with the we were talking to an audience.

I mean, this is, like, a really long sales page, but then we were talking to an audience that were at different stages of readiness and that were at that had a different, you know, kind of a path. Some of them had, you know, like, a basic knowledge, but for others, you know, it was more about what they could do with astrology regardless of whether, you know, they’ve been learning it or not. So, and then we have the personality qualifiers. So you’re willing to put in the work because, you know, we wanna be very clear that this is not, you know, like, one of those fluff filled courses.

This is, like, really deep intensive work. So we had those in as well. So you this is a combination of both linear path to learning and readiness. Inspirational close is actually really easy to spot because it’s in the name itself.

It generally end up closing the sales page or the email with it or the email sequence. I use it towards the end of the sales sequence.

But goal here is for y’all to see there are so many ways you could go with this.

I would but I would highly recommend you to kinda of think about what approach you wanna take, and don’t let just one thing kind of stop you. But think about, okay. If I’m speaking to different audiences, can I just merge these two in a way that that makes sense?

Cool. Alright.

Training time done. Let’s talk about copy reviews. Do you does anyone have copy you’d like me to take a look at?

Or do you have any other questions related to copy that you’re working on?

I have a question.

I’m wondering, like, when you’re running ads to web to webinars to opt in pages, have you noticed, like, a decrease in conversions, like, the past year? Because my benchmark used to always be, like, forty to sixty, but the last two I’ve worked on, they’ve been more, like, twenty five, thirty percent. I’m wondering if it’s me or if that’s kind of something other people are experiencing.

Okay.

I haven’t seen that. In fact, our I have a client right now who is running a page at okay. I don’t really the webinar was yesterday was on the tenth.

We’ve had a seventy five percent conversion rate, Abby. It’s wild. And this is, like, hold on. It’s homesteading niche.

The the webinar was on what about canning. Let me see if I can pull it. What I have seen though is, and I don’t know if you’ve tested this out is, and this was, like, kind of shocking to me when I personalized it, was that the shorter webinar registration pages have wild wild conversion rates. So, so yeah.

No. And last month, we did a webinar. The the same audience, we did a webinar on on rotational grazing again. You know?

That was, like, a super niche topic, but we had, like, a fifty, sixty percent sixty percent reg registration rate. And these are ads and the cost CPLs were also really low for them. Yeah.

So it could be niche specific as well.

But but, yeah, that’s, like, the most recent data I have.

Okay. Yeah.

I mean, I’m I tend to do long long form ads and then, like, a medium form, opt in page, but maybe I need to test the shorter opt in page.

Yeah. So I would highly recommend because this was really shocking to me as well was, like, their ads are like, I write their ad copy, and I did do a longer story based ad that I tend to do and but, the shorter ones way outperformed.

And then also this the registration page because we split tested both a long and a short one for this was the webinar on?

This was in February. Yeah. So that was, I think, a webinar on seed saving maybe. So, but, anyways, point being, the shorter one won by a huge margin, and since then, we’ve only used the the short one.

And that you know, like, literally, that is headline, timing, and what they’ll learn and then, you know, and an opt in form. Let me see if I can pull it up, actually. Would you want us to take a look at it? I could look Yeah.

Yeah. Go ahead. Okay.

That was, like, really.

Yeah. Because, like, last year, I had pages converting at, like, seventy, eighty percent. And it it’s yeah. I don’t know. I don’t know what’s going on.

If it’s Yeah.

I think maybe I’ve just gotten worse.

No. No. It’s just that, you know, I think this is what like, so this is like a webinar. I I mean, this was like Oh, wow. Okay. That’s it. That’s the page.

Mhmm.

It’s like And literally, we talked about manuals or anything.

No. I was like, you know and even nothing about, like, so I I tested this against the page, not not this one, but when we were running the test to see what the log would outperform short was.

So my the the test version had a brief bio section about the, you know, the client and then, of course, testimonials as well. Nothing.

It was, like, so cool. Like, literally, like, it made no sense for us to play with the longer version.

So it’s worth testing out.

Depending if other people have copy reviews, would you mind looking at the option page for my webinar?

Sure. Yeah. We have time. Okay. I’ll grab it. Cool.

Yeah. Because I kind of my instinct was that it needed to be a bit longer because, it’s a sophisticated market, so I felt like I need more social proof, because it’s teaching entrepreneur like, course creators how to set up a profit evergreen funnel.

Mhmm.

I feel like if it’s a sophisticated market, you need less information because they already have a lot of information. Like, maybe you need more technical, like, information, but I’m not sure it necessarily needs to be longer.

But, like, in terms of, like, social proof, and stuff.

No. Because I just feel like there’s so many out there. Like, I see so many ads specifically saying I could have a good funnel, so I’m kinda like, how do I make this look different? But I’ll I’ll show you, and then you can yeah. If I need to, like, scrap half of it, that’s fine.

Yes. A thirty percent conversion rate. So if I could, like, double that, then I would two x my ads then, so I’d be very happy. Yeah. Okay. Put it in the chat.

Cool. Okay.

And sorry for being off camera. I’m pretty ill, so that’s why.

Oh, sorry. Here you are. Well, hope you feel better soon. Thank you. Okay.

You can be savage. Like, I just want to improve my conversions.

I’m going to fax Tabby.

For your image wait.

Can you sorry.

If I I don’t know if you you can you have this picture on hand, but if you have your eyes looking to the right towards the text, it’ll help direct more people’s eyes to the title.

Mhmm.

I think I might do somewhere.

Yeah. I’ve heard that one as well, so maybe we’re swapping it out. It’s an easy easy fix. The the big thing that I don’t really know here, Abby, is that this is, like is this on demand? And I would also put the the boxes for name and email address right now here. You know? So Really?

No pop up?

Like, right now, I it says watch now, but I don’t know, you know, do I watch right now? Do I watch later?

So Yeah.

So yeah. Expecting when I click this button, I’m expecting the video to pop up. So after the email comes afterward, it’s like, oh, wait a second. How much more work am I gonna have to do here?

Am I gonna have to sell my Exactly my point.

Yeah. You know? Because I’m I’m clicking the button, and then I’m like, okay. Now I have to put my email address. Now do I have to choose a time later? I mean, I would just put name, email address, watch on demand, or something like that because watch now means that it’ll redirect you to, like, now you said, a landing page to watch the screen.

Okay.

How to sell more online courses.

Okay.

Also, you say go behind the scenes. Could you say, like, watch me create a day one evergreen?

Because, like, what does go behind the scenes mean?

Mhmm.

I feel like if they they’re watching you actually do it, that’s more compelling.

Mhmm.

Or if it’s not, you know, an over the shoulder kind of a tutorial kind of a webinar, then you may wanna kind of look at reevaluate this here because go behind the scenes means, like, you’re taking people behind the scenes there and helping them to see.

You could say, you know, learn how just, like, something like, you know, understand how to set up an automated funnel that’s built in for conversions every month. But what I would do is keep your take an excerpt of social proof and put it maybe to something like this. You know, sales are up by two hundred and forty percent from our last launch.

Have that as microcopy either below the CTA button or above it. So you could actually swap this out because you’ve got how to sell more this is a good promise. You could actually have, like, social proof here, then the name and email address and then the watch now thing.

Yeah. Now I’m thinking because I I’ve got a couple of good, like, results recently that I haven’t pop like, published yet. If I literally just had the headline and then, like like, seventy thousand last month, like, bullets of those kind of results. So then that’s literally it. Yeah. Yeah.

Yeah.

Because this isn’t working. I mean, I’ve been running it, this version, for, like, a few good few months.

And I would move this move this up further, so that people can see what they’ll learn instead of keeping it below. Ryze social proof, we could move Ryze testimonial further down.

Yeah.

You can hop off the live launch or, of course, to go every week from day one with and then go into what they would, you know, what they would learn. Learn the what do you what have you looked at your heat maps to see what’s happening there?

No. I haven’t I haven’t got it set up for new pages.

Okay. Publisher principle. I tried that.

Could it be possible? This is this is very catchy and very clever. They’ll show me your conversion secrets.

But is it possible that people are confused by the different CTAs?

Mhmm.

Yeah. I’m I was thinking, like, do the benefit focused ones, and then it opens up the pop up where they sign up. But if I yeah. If I’m just gonna get rid of the pop up and just have the email address, then I don’t need any of these buttons.

Yeah. And I would I would so this is another thing that we and this would vary from audience to audience. But to know at this point, one of the things that we’ve tested with, you know, quite a few audience niches like therapists and, you know, astrologers, homesteaders is, keeping the same call to actions where the page is shown to work better.

Okay. Because I used to do this earlier. You know? And I still do it for, you know, a few few clients where people kind of associate it with their brand, so that’s fine. But if you’re running ads, these transfers, these are people who would be new to your brand. They may not even know you that well, so you wanna keep it consistent.

Yeah. Okay.

Because I I I really like this too. But, one of the things, Abby, is, like, I would wanna know how refreshably short this is.

Is it twenty five minutes? Is it forty?

Like, what is short?

I think it’s, like, fifty minutes, so it’s not that short. I just know that there’s, like, friction around the neck. So I was like, oh, I just stick that in.

Yeah. Just go with, like, in the in the time of my master class. So or, actually, let them know that it’s fifty minutes, you know, so people can plan accordingly.

And I haven’t seen the master class, but I feel like all of this, I feel like your audience, especially because you you have a sophisticated audience, chances that they’ve heard this. What we wanna look at is what have they not heard that you’re talking about. So leverage the principles of live launching that drive the highest conversion rates without not actually having to go through the nail biting stress of live launching or receive your audio pretending you’re live. I have you know, I’m like, will you be just telling me about using Deadline Funnel, or would you be telling me about using, you know, oh, use a webinar?

Yeah. I mean, like, a lot of people still don’t know about Deadline Funnel.

Like, I’m finding that, yeah, they’re sophisticated in the sense they they buy a lot of courses and they, you know, they’ve they’ve tried going evergreen, but, actually, like, I’m always surprised by how little they know about, like yeah.

But, mate, yeah, I I think I’m kind of, like, I’ve been pulled between two audience because I, like, I don’t know. I don’t I feel like if I make it more advanced, then I worry I’m gonna lose like that. I just yeah. I’m I’m stuck really because it is like the main one of the main selling points of the program is it’s a lot of, like, very comprehensive copywriting templates, which means my audience is gonna be DIY ing.

So if they’re still DIY DIY ing, then they can’t be that advanced is my theory. But so yeah. I’m like, do I need to make it simpler or more? Yeah.

I don’t know.

You could still speak to the same audience. I just feel like we just need to dial in on the to on the vaccinations, so to speak. Yeah. Because I feel like right now, these and also for you to kind of get really clear on who would be the perfect person for this.

So if they’re DIYers who may not know that something like Deadline Funnel even exists, then we need to pique their curiosity Mhmm.

About that. So leverage the principles of live launching. So maybe you could say leverage, you know, the the urgency of live launching without the nail biting stress. So people know that, oh, I don’t have urgency. How would I have urgency as a dead life funnel maybe?

So I feel like right now, this feels this feels generic because create consistent, sustainable cash flow. They’ve heard this a million times, but what is this? You know? Because every component of your funnel is engineered to convert.

What are we really talking about here?

Mhmm.

So create consistent sustainable cash flow because, you know, by leveraging a little known element of your funnel or an often overlooked element of your funnel depending on like I said, I don’t know what’s in the master class, so I’m just making things up on the fly here. But point is we need to really dial into exactly what would they be walking away with.

Mhmm. I mean, maybe you could even, like, instead of doing benefits, focus on what other people are doing wrong. Like, don’t call them out for it, but say, like, you thought this is the answer. Nope. You thought that was the answer.

Nope. That’s not the answer.

And then maybe put benefits later. Or don’t even put benefits. Just, like, show all the things that they’re doing wrong.

Mhmm.

Yeah.

Or you could use a self identify section and say This is for you if you’re tired of you know?

Or, you know, if you’re tired of launching live, you’re tired you know, you could just kind of use something like that there here instead of the the outcomes.

And I would take this and turn this into a headline maybe because and move your bio further down depending on what your ads look like as well.

And see right here, it says get instant access.

So we wanna kinda look at highlighting that here as well because it’s Also it’s not I’m sorry. Go ahead.

Abby, these testimonials are really long. Can you pull out, like, the, like, the bolded parts, like, the most important part, and then put them all on the same, like, screen together with their image?

Because I I feel like you could it’s it’s hard to read because there’s just a lot of text here.

Mhmm. Mhmm.

Yeah. Yep. Or you can make it, like, a pop up. Like, put, like, the main information there and maybe, like, link it to a case study or something so they can Yeah.

I think so.

I’ll just, like, fill out the results and get rid of the do do you think I should just get rid of my bio as well?

Is it like to Do you just keep it at all?

Do you talk about who you are in your ad before they reach the page here?

No. I think, actually, I do one of them. But, I mean, the whole my whole top of funnel needs a revamp.

Yeah. So if you’re using that in your ad and, you know, then I don’t I think you could easily get rid of this because you’ve got plenty of social proof as well.

Yeah. And I would definitely I would definitely redo the opt in page and test. You should test it out. Run ads to a shorter version, run ads to the longer version, and get your own data.

Mhmm.

If I were to if I were to kind of redo this and test it against a shorter version, it would just have, like, headline and either core outcomes or, or in all seriousness, the self identify section.

So, that’s it. That will be my my registration page.

Okay. Yeah. I’ll give that a go. Thank you.

Welcome. Does anyone else Nicole, Naomi, do you have any thing you’d like me to take a peek at?

Not really. Not this week.

Alright then. If that’s it, then we can all sign off. Or if you have any questions, let me know. Alright?

Nope. Alright. Thank you. Okay.

Okay. Thanks so much everybody for being here. Thank you.

Thanks, Brenna.

Bye. Thanks. Bye.

How to Create AI Personalized Videos at Scale

How to Create AI Personalized Videos at Scale

Transcript

So today, I wanted to get in. I’ll share my screen. I’m gonna talk about, personalization, the the strengths. Let me just start my screen first.

I’ve had a lot of fun the past week or so. Just I don’t know if you can oh, wrong one. Sorry.

That’s the share. There we go.

There. Everyone, can see it?

Yep. We’re good? Okay. So, today, we’re gonna go over, introduction applications, the importance of personalization.

There’s a lot of really interesting studies out. There’s a lot of data on this, on why we should be using this. Then I’m gonna sort of highlight the the high level process overview on how it connects to Zapier, your CRM, so you can start automating this stuff. It’s not as complicated, as a lot of people think, but there’s also a lot of limitations to it.

It’s not quite where we want it to be, but where it’s at, you can do a lot of cool things. Then we’re gonna talk about script writing and, really, your role as a copywriter, what clients are gonna expect from you, and how you can really leverage this opportunity to make more money. Right? There’s there’s opportunities to build out funnels.

There’s opportunities to look at the client’s funnel and really determine, you know, where where lies the opportunity for personalization, write the script for that, then help them produce the video so you there is money to be made. Just to let you know, in the past week while figuring out and learning the opportunities, I’ve sold these to clients. So I’ve made about fifteen grand, just doing these videos and incorporating them in their workflow. So there is a need for this, definitely, and I’ll walk you through those as well.

Measuring success is gonna be a big one. The great thing about these these personalized videos is that you can link it, especially if you you look at the sales funnel and you’re like, okay. Our goal is to increase conversions rates. You have a metric, so you have a you you can use that as a benchmark.

You now know whether this works or not. So you have your control, and then you can work to beat it as well. So there’s a pure direct response. This stuff is is measurable, which I like.

We’re gonna go through some inspiration examples. There’s how small businesses are using it, how copywriters are using it, and then how a lot of the big players are using it. It’s not just the voice personalization, and there’s a lot of limitations with that. I’ll I’ll show you what I mean.

But they’re also doing it with image personalization, which I thought was really cool because you can truly automate that stuff. So we’ll cover that.

Limitations.

There there’s a lot of limitations.

Stacy, I know you used HeyGen. I’m I’m not impressed with it, to be honest. I tried a few things on that. I’m not, I think there’s better options. Available tools, all the different tools that you can you can use, and then we’ll go ahead and we’ll start with, QA. Is there any questions now? Everyone, we’re we’re okay to move forward?

Yep. So, k, we’ll talk about personalized video. So what is it? In a nutshell, it uses artificial intelligence to tailor and personalize content that you’re creating, and there’s different things that you can you can use to, to target with AI. You can use it for onboarding. You can use it for churn reduction. You can use it to increase sales, customer service, loyalty.

Year in review, you’ll you’ll see that Google’s using these for, Google Photos where you’ll say, you know, here’s your five years in review, and you’ll get these nice snapshots of photos that are going on. Bill explainers, Bell Canada is using this now. When you sign up for Bell Mobility, you’re getting a personalized video welcoming you with your name, with the bill date and the sort of a walk through, and, of course, engagement as well.

I wanna talk about, like, why why we should be using this. McKinsey and and company just came out with a study.

It’s it’s, it’s crazy when you think about it. Forty percent more revenue. That’s what companies are generating by incorporating personalization.

And it’s not this, you know, high end personalization that we’re we’re a lot of people think, oh, you know, small business owner, I can’t do that. No. A lot of this stuff, you can you can implement in house, and a lot of it is you can automate it with simple tools like Zapier and recording a five minute video.

So keep that in mind as we go through the process, and and, that’s a big reason why. You’re gonna make more money, bottom line. So how does it work? Here’s a quick sort of high level of the the process.

Starts with your trigger. So in this case, I just used a Google Sheet, but this can be your CRM. It can be a web form. It can be a bunch of options.

It goes to the tool that you’re gonna use to generate the, the video. In this case, I used Hey, Jen. Then you have a delay because something to keep in mind for these videos is I wouldn’t recommend using it on a thank you page because think about it. Because if if people want personalization, but it has to be legit.

So imagine if you you purchase something, and then you’re on a thank you page, and then you hear your name. You’re gonna know it’s fake, and then you’re gonna know it’s AI, and that sort of removes the the the personal aspect. The analogy I use is imagine, you know, someone writes you a personalized handwritten letter, and then you find out the secretary wrote it. Yeah.

It’s it’s not quite the same. It kinda takes away from that. So there are instances where you wanna use it. In this case, there’s delay.

By using the delay, it seems more natural. And there’s other things you can do to make it more natural, but that’s that’s why we have the delay.

Then in this case, it goes to Hey, Jen. There’s a shareable link that’s created, and then you can send it back to Zapier, and then you can send it through your email client, whichever you’re using Mailchimp and whatnot.

How it works is when you’re creating this stuff, first, you identify the opportunities. You’re gonna look at the client’s sales, sales funnel. You’re gonna look for opportunities, like, you wanna increase, like, your no show rate, your lifetime value, and then you’re gonna design or write a script around that with the goal of let’s say your goal is to decrease no show rate. You’re gonna write a script to achieve that, and then you’re gonna deliver that personalized video at that point in their sales funnel.

Once you write the script, you record your video. This is a very generalized video, and I’ll I’ll give you some examples.

So in our case, we’re we’re testing this now for discovery calls where and I’ll I’ll I’ll walk you through this. So a client schedules a discovery call. They get a personalized video from me. It’s like, hey, Chris. Thanks for scheduling the discovery call.

The name is changed at the beginning and the dates are changed, but everyone who schedules a discovery all discovery call gets this personalized video. And then I ask them to complete a survey underneath. And they complete the survey, but the goal is to qualify them to move on to the next step. So that’s really how we’re using it.

Then what you do is you record the video, you incorporate, you choose the tool that you want. Hey, Jen.

There’s, there’s a ton of them I’ll go go at the end. There’s one that’s a good deal for thirty nine dollars, but you have to and it is a lifetime deal as well, but you do have to test it. The quality is kinda hit and miss.

Then you set up your automation. You link to, the CRM or the tool that you’re using. Put in a QA process. Do not send these videos out without reviewing them because there is a a not all of them are are they sound robotic.

Sometimes there’s a mismatch with the when you say the client’s name. So be make sure to check them before you send them. And then, of course, you just distribute it through your, your email client. So go to the next step.

So your role as a copywriter, this is the this is the opportunity or the way to look at this AI personalization and really how to make money.

You wanna start by looking at your your client’s sales funnel. If they don’t have a sales funnel, upsell it and map them out and and have them purchase one from you. Here’s an example of a, a sales funny funnel for a coach.

So we’re looking at this right now, and we’re saying, okay. There’s a there’s a lead magnet. There’s a thank you page. We’re not gonna use it on the thank you page because I just don’t I don’t think it’s it’s personal.

K. They click to book an appointment. Perfect. I would I would insert something here where once they book a calendar appointment, I would send a personalized email saying, hey. I look forward to meeting you, and then asking them to fill out a survey, and that’s gonna qualify them for the next step, the application form. So that’s where I would incorporate the personalization in this stage, and then it’s also aligned to a metric.

And because it’s aligned to a metric, you know that it’s gonna work. Right?

Here’s what we did for ours, which I spoke to you about. This is our funnel, our lead gen qualification funnel, where we incorporated it during that qualification and the discovery, call phase. So now we know if this is gonna work or not, and then it’s it solves a problem, and it achieves a specific outcome. So that’s the way to look at it.

Once that’s done and here’s here’s how hopefully, you guys can hear this as well. Let me know if you can hear this when I play it.

For tour discovery call March ninth. You can hear that? Okay. Perfect. So this is, the same this is what we set up.

So it’s a simple Google Sheet, and it’s the the name, email. I just use my email as an example.

Date, time, and then also the client’s website. So all AI needs to know is this information. It’s a general script. It says the same across the board.

It just plugs in these different times. So here’s the first one. It’s ten AM. I’m just going through your website now, and I do have a couple of questions.

If you can do me a favor, click on the button below, answer them for me.

I’ll review them, and then we’ll discuss during the call.

Thanks again on Watermelon.

I’ll talk to you soon. Bye bye. Now you do have to be careful. I left that in intentionally. You notice at the end I said Watermelon.

That’s where I said AI is not perfect. Because one of the things you do is is the tricks is when you say your script, you could say, hey, watermelon. Thanks for discovering, thanks for scheduling a discovery call. So just make sure because it doesn’t always pick it up. Just a heads up. So this is an exact same script.

It just changing the name on this. Play that.

Hey, Chris. Look forward to our discovery call March ninth at ten AM. I’m just going through your website now, and I do have a couple of questions.

If you can do me a favor, click on the button below, answer them for me.

I’ll review them, and then we’ll discuss during the call.

Thanks again to Watermelon.

I’ll talk to you soon. Bye bye. Again, the Watermelon, so be careful. They they click on the the form, and then I’ll use that as a qualification if I want them to move on the next step.

And like I said, that aligns with this process. So if you do get out into automation, think like that and and look at it that way. That that’s important.

For For the script writing, this is where we can have some fun at copywriters, because it’s all about it’s all about proven frameworks and formulas. Right? And I I gave two examples.

I’m not the best actor, so, you know, ignore the If your local business is getting lost in the online shuffle, then our GMV optimization service will make you stand out, not only drawing in more qualified leads, but also more customers so you can stay ahead with So this is the if this then that formula on that. So you can help clients with that. This is the exact same formula. It’s just a different I’m just replacing the name at the beginning here.

Oops.

Hi, Chris. If your local business is getting lost in the online shuffle, then our GMB optimization service will make you stand out. So same script, just changing at the names at the beginning.

You’ll notice that there are different when you hear that at the beginning, and I’ll get into the limitations, you’ll notice that the first one, you can’t tell. The other one, you could kinda tell when they they shifted the name. So just be conscious of that.

Here’s another one where we just use problem agitate solution. Again, two different customers. I said the same started How do we stand in local search results can leave your business invisible to potential customers every day that your GM beat. And same process here.

Hi, Chris. Probably a stand down local search results can leave your business invisible to potential customers. And So how you wanna use that is, but you look at formulas when you’re writing your script. That’s that’s there’s tons of value in that.

Think like a video sales letter script as well. Have fun with that. Just make sure it obviously sounds natural. That’s that’s an opportunity for you.

Getting back to metrics, you wanna make sure again that you align that these these personalized videos to some type of metrics so you can show that they’re working. Right? A couple of ideas of big one is, of course, your your customer lifetime value. You can offer personalized video as an upsell once they become a customer.

E ecommerce is a no brainer. You know, they’re looking at a product you can offer, and I have some examples of this as well. Increasing no show rates, we actually sold that one this morning to a dentist.

So that’s a big problem, especially in in the dentistry space and Invisalign as well. So we’re doing a personalized video from the dentist, sent the day before and then text the day before, just inviting them, letting them know he looks forward to the consultation. So it has a clear goal, and it’s measurable as well. Conversion rate is a no brainer, and then your cost per acquisition. And you’ll get a lot of these metrics when you go through your sales funnel. Just the the the main idea is to make sure that you align them so you know what’s working.

Let’s get into some inspiration examples. There’s tons of cool examples how people are using this. So this is a text personalization. I think these ones are pretty cool.

They’re not necessarily going for the voice, but they’re using a lot of imagery. I’ll just play this one for you.

So in this case, it’s Christopher.

And we won’t do all of them, but, essentially, what they’re doing is they’re using the customer’s name, and then they’re linking that to an app or something, and then they’re sending these personalized videos just to keep them engaged. So that’s really well done.

Another one is the, the video personalization.

These are pretty common right now.

So happy to have you as one of our members.

Great pick choosing your Together Grow health plan.

It’s stacked with benefits and perks you’ll love. Now let’s talk next steps.

First, you’ll want to create an online account.

It’s the easiest way to get quick access to all of your And these are cool because on for onboarding.

Like, you can just you can see the opportunity for these, especially as an onboarding process. And you can hook this stuff up to Canva and Zapier, so it’s not it’s not that difficult, to put together. This one is probably one of my favorites. This is so we’re gonna work with a nonprofit to implement this. This is actually really smart, and it’s the goal the goal is to increase or let donors know, their their top donors, you know, where their money went, how they’re making a difference, and get them to spend more, obviously.

It’s so powerful, especially when you because as soon as he sees his name on the screen, it’s like it’s like the direct response days with the it’s personalized. You’re gonna open it up. You’re gonna pay attention. Right?

So you already have. That’s the first stage of beta. Right? You have my attention. So those can be pretty powerful.

We’re gonna incorporate those for nonprofit.

Here’s a a post purchase. Thank you.

Again, really all it is is For your Casey, thank you for your purchase.

And same thing, Jocelyn.

Jocelyn, thank you for your purchase.

And And that and she just goes in and talks about the same thing over and over again.

Thank you for your purchase, and congratulations for taking this life changing step towards beta health.

And that’s just, hey. Like, they they become a customer, they become a client, and you can use Zapier, and you can send that personalized video. It takes you two minutes to put it together.

As long as it’s delayed, the client would never know that that is AI driven.

Here’s some other examples of some scripts where I was saying how you can you can work with your clients on creating these scripts. Here’s an example of a video script. So this is a cold outreach, but it’s made personal.

Hi, Alexis. I’m Hannah, CEO of the BusyBeam.

I was researching businesses in the fashion industry and noticed your SEO score is twenty nine.

So she’s so in this case, they’re just replacing the entire script. It’s just first name they’re replacing, industry industry, and then, the number.

This one I actually sold for, customer Viveries to a client. Hey, Sam. Hope your Tuesday is going well. I’m checking in because you recently purchased our electric scooter.

And I wanna first say thank you. We really appreciate your business, and I’m glad you found what you mean. Sell this for, you could sell this to your clients right away, especially for if you offer any type of, GMB optimization. These these are a gold mine.

And, again, it’s the same script.

It’s really just, hey, what they purchased in first name. It doesn’t have to be complicated.

Here’s one for webinar follow ups. I don’t have an example. But if you’re holding a webinar, just after the webinar, you can, you can send these personalized videos. Thanks for attend thanks for attending.

I sold this one as well to real estate agents. You’re in Toronto, Adnan. Like, these are these are a gold mine for agents.

Oh, it’s not playing, but these are just, personalized walk throughs of the listings, and it’s really simple. It’s just first name, the neighborhood, and, the number of listings. So you can put these at scale.

Another one we sold for is the, the follow-up with, with buyers.

The unfortunately, the video is not the the sound isn’t showing right now. So this is something you can you can incorporate pretty quick too.

Other idea is share company news. So if you have a newsletter, you can you can start sending these out quickly. All it is is changing the first name, and then it’s making announcements, and they’re using the placeholders, which which you can link through your blog.

Of course, you can use your your fight, card abandon. That’s a a quick win.

Retarget warm prospects. This is another quick win. You could incorporate these into the CRM.

And, again, you’re you’re writing your script.

This is a good one. You upsell your premium products.

Again, writing your script, you can work with the client on this.

This one is the personalized this is one we we sold to the dentist this morning. So this is sending the personalized reminders.

Anyone who has a space any clients that you’re working within the space, especially in the medical space, this this is a no brainer. You could you hook these up and then they the these work we’ll we’ll let you know if it works, but it should. And we’re gonna send this over text and, email as well.

Let’s get into okay. So I went in and these are kinda cool. So we, I like these examples as well. So we went into the companies that are actually offering these these services. So I went and really subscribed. I wanted to see what they were doing, and how they were using it themselves. So they’re they’re obviously using it as lead magnets.

You put in your name, number, they’ll send you a personalized script. Now what’s cool is I got, here’s one of the examples. I got the email. It’s like click on the button. They personalized my name on the, the the title, the email itself. And then what’s interesting is they sent the personalized video let me let me open this up. They sent it to a chat channel.

So, let’s see if I can click this open.

Let me know if you guys can can you see the new screen?

Can you see that? Yeah. So what’s interesting is they they sent the video.

Shane.

How are you doing? This is Dave Dunn, CEO of Maverick. You know that part at the beginning of the video where it said your name? I didn’t actually record that. That was generated using AI with our platform.

So and then what’s cool is, like, hey. Let’s chat. But I can actually, hey. Like, chat with them here.

Right? So they’re obviously funneling this in through a CRM or something, or they’re they’re incorporating the text messaging. So that’s really cool. That’s that’s really smart.

Of course, the video I just played, the here’s another example of, a company that so, you know, hey. We’ll we’ll do your own personalized video.

Click on this. Same thing. They personalize it. Hi, Shane. Now this one was I don’t think I like this one.

Yeah. This was pretty cool. With different and different interests. So why do we think a one size fits all video works for everyone?

And how do we cut through the noise? After all Here, they’re just putting my name in certain places, which is kinda neat.

Not that there’s such a thing as an average person.

Using customer data, we can provide a better service, build deeper, more meaningful relationships, and address customers directly. Well, this is Christopher. I take it you’ve all heard about Jeff. Don’t make them aware Hey.

Hi, Shane. Hi, Max. Oh, here it is. Hi, Shane. For your first bill. Can’t remind them.

Which I well, I think it’s pretty cool.

So let’s talk about challenges and limitations. So, really, the the play this one first. This is stuff you need to be conscious of. So here’s an example is forget forget about cloning yourself, and I’ll I’ll show you an example.

If you if you think you can clone yourself with AI and I put some of those up on the forms and people aren’t gonna know, it’s not gonna happen. You can tell it’s either blinking or the the voice sounds robotic. The best you can do right now so it’s natural, I mean, undetectable, is just use placeholders like the customer’s name. But even then, you do have to be cautious.

Here’s an example of it done badly. So this is why I say the QA. Watch at the beginning. Just watch his voice.

Good morning, Scott. I wanted to introduce myself. You see how that was, like it it wasn’t natural? You if my opinion that if you sent that to someone, especially, like, your first impressions are so important, don’t do that because people wanna know that it’s personalized.

Personalized is, like, a pretty high they they’ll feel cheated. Right? So just be cautious of that. That’s why I say to use the QA.

Here’s an example of my voice sounding robotic. So what’s scary is that Eleven Labs is a tool you can use, and they can clone your voice perfectly. You cannot tell it sounds just like me. But the problem is listen listen to the robotic tone behind it.

Hey. Tell me if you can hear this. Look forward to our discovery call on March ninth at ten AM. Just checking out your website now, and I do have a couple of questions.

Can you do me a favor and answer them below? I’ll review your answers, and we can discuss on the call. Thanks again, Chris.

So sounds like me, but you can tell it’s fake. Right? It’s robotic. And that’s the issue with using AI a hundred percent.

It just doesn’t work. It only it’s only working. I tested them all. It works if you use the placeholders with the name, but then, like I said, be cautious.

Here’s I tested it for the the video AI.

Here’s an example. So I got my I got my name right. I personalized it. Sound it sounded great.

Hey. I’m off to a good start, but this is how it sounded when I tested this video on myself to send it to a client. And this is the problem. This is pure AI generated.

Let’s play this. Hi, Chris. I’m Shane. Nice to meet you. Look forward to your discovery call, March ninth at ten PM. I’m just going through your website now.

And I do have a couple questions. If you can do me a favor and click the button below, answer them for me, and then we’ll review during your call. I’ll talk to you soon. Thanks, Chris.

So don’t don’t send that. Right? But that’s that’s the the standard that we’re looking at, if you do the pure AI. Now the tools that are out there, there’s there’s quite a few that you can look at.

The Behuman is gonna be the cheapest. That’s, like, thirty nine bucks a month. And, the you have a bunch of other options here, like your Maverick, your HeyGen. Test them out.

See what works. Senspark is another good one as well. You’re gonna need Zapier. For the most part, they incorporate, with Zapier.

Even the ones that say that they do, they’re they’re still doing a lot of glitches. Like, hey, Jen. There’s a lot of glitches.

But test them out. See what works for you. Most bang for the buck is be human, but the just make sure that the, the standards are there.

And that brings us to the q and a.

Yeah. Is there any any questions I can answer from anyone?

No? Yeah.

I’m just trying to Yeah.

I’m kinda wondering if and if you know this. Is there a way to, like, connect, any of these tools to, like, Instagram DMs?

Yes. Through Zapier. But it’s not but Okay.

You can, but test it out. Like, I tested all the tools in Zapier.

They’re either it’s frustrating because a lot of them say, they do integrate, but they don’t or they’re just starting. They’re not always they don’t always work as well as they should. Let me put it that way. Right? But in theory, they should.

Cool.

But, again I can definitely see a use case for this, like, just DMing prospects through Instagram and then being able to Yeah.

Just send them a video.

A hundred percent. Yeah. It’s like that personalization that you can scale that, and it’s what’s so cool about this is not to overcomplicate it. Right?

A lot of that stuff you can do in Canva and even just say like, Bell Canada is doing a great one. Just as soon as you put the person’s name at the beginning, you can do that in Canva, and you can automate that through Zapier. Right? The back end technology, I don’t know how it works, but you you can do that kind of stuff.

And then you have their attention. Right? And then you’re setting the stage to listen to the rest of the messaging as well. I’ll let everyone know how it goes for the test that we’re doing because we are we’re we’re we have clear we have a control.

We have benchmarks. We’re gonna we’ll see if this works, but I have a good feeling it’s, it’s gonna but, in in that case, of course, we’re looking to qualify. We wanna use it as a as a tool to for them to go to the next step.

Awesome. Thanks. Yep.

Any other, questions? Is there any does anyone plan to use this stuff now that you’re you have an idea on this? Any any ideas come to your mind?

I think the real estate example is a good one or even the dentist one where, I get a lot of real estate emails, maybe because I’ve signed up in the past or even from friends. But, if they’re personalized, I think I’m assuming the process would take them a little bit more seriously.

Yeah. Like, sign reach out to REMAX. Like, even start doing that an hour, right, and just pitch that personalization because it’s so ripe right now that people don’t realize how easy you can scale it.

And it just it it doesn’t have to be complicated, especially for the showings. Right? They’re they’re doing a lot of that stuff. Anyways, you just need the listing, the address.

That’s it. A couple of other features. And then they can do they already shoot videos real estate agents. So they already have the video.

And if you use this tool like SendSpark, you can just include a link to the video, and it’ll automatically scroll it for you. So then you just need to collect the the basic information in Google Sheet. Right?

That’s pretty impressive. In real estate agents, they’re everyone wants the same time. Right? Save time?

The dentist, of course, is would you charge for something like this?

Well, around I would charge around two grand depending on how involved. And if they’re are you upselling it to your current clients? Are they new client? Okay.

It, it depends. Like, gauge that yourself. But, you know, I don’t know what you would charge for an email. You could do you could charge, like, eight eight hundred bucks, a thousand bucks maybe for the email, which is basically a script.

Right? And then just are you gonna set it up for them in Zapier and negotiate that with them? And then, you know, you are they gonna shoot the video? The best the best I, found for the videos when I was producing it was, a camera or a phone as well.

The, the the webcam, I didn’t have that great a lot. For some reason, AI just can’t pick up the the voice as well. But on a camera, it did really well. It was smooth, and you couldn’t tell.

So I’m gonna use those for the discovery call.

Okay. Thanks.

Yep. Any other questions? No ideas come to mind for anyone? No? Alright.

If, yeah, if there’s no questions or anything is, if, if anyone questions.

I I have a comment. If, OpenAI’s new voice model is probably gonna change everything, in the next couple of months.

Yeah.

So I would expect that, in the next three to six months that it’s gonna be much more undetectable, and you’ll get voices that are much more emotive and natural sounding. Yeah. So I don’t think that’s gonna be an issue for very long.

There’s, you know, there’s stuff in development already, and I think that’s gonna change pretty soon. Another thing I mean, one thing that I’m working on, which is not it’s completely different than this. This is which is an automation focused thing, but, I have, in my software, I’m doing a client facing intake app that is AI where the client actually has a conversation with the AI agent. So it’s all it’s an it’s an auto generated conversation between the AI and the client to gather intake information.

So that’s a a pretty interesting thing too. So I think you’re we’re gonna see a lot more of that too, voice interfaces happening Yeah. Over, over the coming year.

Have you have you heard the the quality from, OpenAI?

I haven’t I know they they’re pretty much There are some samples online. Let’s see if I can give you the It’s not it’s that.

I know there was there were there were concerns about it.

So they Yeah.

Well, there, I mean, there are going to be because it is because it sounds much more realistic. There’s the link. You can listen to some of them.

Interesting. Okay.

And it only takes it needs only, fifteen seconds of audio to be able to to clone. I I mean, obviously, it’s gonna work much better with a longer clip to work from. Yeah. But, you know, that’s their their hype right now anyway.

It’s, so ElevenLabs I’m using right now. And ElevenLabs is, is really good at nailing the voice, but not the tone.

Yeah. Well, their their their voice to voice is actually pretty good for ElevenLabs.

Uh-huh. Yeah. That give that will will help you nail the tone, but that’s a com you know, that’s a completely different thing.

Yeah.

Interesting.

So is your is the tool that you’re using then, are you are you it’s gonna be you’re actually having a conversation then with the AI, like a voice conversation? Mhmm. Oh, wow. That’s that’s cool. That’s really cool. Yeah.

Interesting.

And then it collects your information, and then it just it it sends it to the information, brings it into the software, and then auto generates a whole dossier of documents for the marketing consultant so they have everything ready to go to start the project.

Oh, that’s cool. Do you, because I can think of a I’m sorry. My my brain is, like, I’m thinking of a hundred different ways that you could use that. So you could use that for, qualification. Right? Just information gathering.

You can use it for, yeah, for qualification. And and in fact, if you wanna do something, like that yourself, even, Typeform is releasing a an AI based, they have it in beta now.

I think you can sign up an AI based form system Okay.

That is, that is similar to that. I mean, mine is, you know, custom software, so that’s a completely different thing. It’s not like a Zapier automation or or something. It’s a it’s a it’s entirely different. But, I think you can I let me see if I can find that typeform thing because I think you would wanna know about it?

So it’s type so you would talk into it. I imagine then your it takes your voice transfer.

It’s a conversational agent. It’s like having a conversation with someone.

Is there any, has anyone done any studies on, like, people’s willingness to to talk to AI, like a a robot, if they’re willing to be open, especially in industries where, like, hair loss where it’s very there’s a lot of emotion. Right?

I wonder if, if people would still Here.

There’s the new thing from, Typeform.

Interesting.

Have you tested yours at all? Like, is it feedback on people using it, whether or not customers, get brand.

It’s in it’s in development right now, but when I start using it, I’ll, let you know. But it’s, you know, I think that I work with tech forward people, so I don’t think that they’re gonna have an issue with it.

Yeah. I guess it’s the use case. Right?

Like, how would they It depends on the use case.

Yeah.

Yeah.

And there are a lot I mean, there are a lot of call agents that are using AI for, you know, appointment reminders from doctor’s offices and dentists and all that kind of thing. They’re just using the voice only. Yeah. And it’s an actual voice agent where you where the they can it it calls you, and you can have a conversation with it.

Oh, interesting. It’s, which, which tool they’re using for that?

Well, you have to build software. I mean, you build a software application. There are AIs that you can use to to power it on the back end.

Yeah.

Let’s see.

Interesting. There’s so much.

It’s like it’s like it’s monitoring, like, how much Here.

Let me see.

VoiceAI agents, we’re gonna see a lot of them. Deepgram gram is the is a tech company that powers that on the back end.

Interesting. Yeah. You’re gonna see these popping up.

Oh, yeah. The this in the next year, you know, you’re gonna see a lot of this kind of stuff happening.

My gosh.

It’s crazy. Like, just as you get in you you get into the personalization, but, like, even even three months from now, it’s gonna be a whole different level.

Everything changes so quickly. I mean, I I tell people, you know, don’t don’t invest anything in AI unless you can make your ROI within thirty to sixty days because it’s gonna be obsolete.

That’s smart. Yeah. We had a the dentist we spoke to this morning, he wanted to do all this crazy stuff. I’m like, just honestly call call the day before the consultations.

There you go. That’s gonna have you could have just much impact than investing. Because he’s watching YouTube videos. Right?

And everyone’s making up these extraordinary lies, basically.

Mhmm. And what what you’re gonna see, Shane, is people taking this technology.

You’ll see you’ll see software companies in, niche markets that are taking this technology and building solutions Yeah.

That are tailored for that particular market and, you know, really solve the problem elegantly for that specific market. I think that’s what you’re gonna see a lot more of. Like Yeah. Somebody that’s, you know, making the the ultimate, you know, appointment reminder system for medical offices.

Yeah.

Right? And it has to be compliant with all the HIPAA and all that kind of stuff. So Mhmm. There’s, you know, there’s a lot of specialized opportunities in niche markets to create, you know, products that use the latest AI technologies to improve things in that particular market.

Yeah. Yeah. We did that we did that with a couple of doctors we have, in HIPAA. Canada is a bit different. There’s there’s not HIPAA. It’s through the college.

So if there was a niche those are just normal chatbots. In the US, it’s to qualify based off insurance type. Mhmm. But it’s, but this is a whole different level. That’s a and that was cutting edge, like, two months ago.

Yeah. Yeah. It’s just it changes so fast. It really does.

I mean Oh, where is this world coming?

Pretty soon we’re not have to worry about this, though, because we’re gonna have AI doing this stuff and figuring it out for us. Right?

Well, that’s, yeah, that’s already happening too. Although, it doesn’t do the greatest job. But yeah.

Did did you the the engineer one, though, that was taking projects on, Yeah.

That’s Devon. Yeah. It’s it does that. And but but but now they’re now there’s Devon, but but in the last you know, in the week after Devon got released, there were open source versions of of Devon that are already out. So there’s Devika. That’s a female one. And then there’s, there’s OpenDevon, which is an open source one, and then MIT just released one, yesterday, I think.

Oh, wow.

Yeah. It’s a fire hose.

What, I’d be interested to know your, like, your take on because because I I’m coming from an entrepreneur’s perspective. Like, I know you I’m you do a lot of things like you. So I see the opportunity, in a lot of things that aren’t necessarily related to copywriting. But where do you see from, you know, it affecting copywriters five, ten years from now?

I mean, I think that AI will be able to write as well, you know, as as top copywriters within a couple of years. I agree. I really do.

Right now and, you know, a lot many of my client my clients are all marketing professionals and ninety you know, I I think, like, ninety five percent of them have professional copywriting experience. So right now, the AI can write solid first drafts.

Yeah. It it you know?

I mean, chat g p t and people doing it on their own, the first drafts are gonna be lesser quality.

If you use, you you know, the the first drafts that you get from my service are gonna be much better than what you would get just working on your own.

Mhmm.

But, that’s going to change, which is why I’m, you know, looking forward. Okay. Like, what’s gonna happen? Eventually, the AI is gonna be talking to the client and helping the client solve the problems, and that’s why I’m already, you know, working on development of that on the back end. It’s like, how can I how can I clone myself digitally so that I can, you know, delegate as much as possible to my AI assistant, and then I can just come in and do the things that are more nuanced and that require my expertise and experience, to, you know, take it across the finish line?

Yeah. We did that because I I do affiliate marketing and the I’ve I’ve cloned myself basically and delegated that out. So same Mhmm. Same thought process.

Mhmm. It’s interesting because if you use perplexity a lot of these search engines and you ask it I got you ask AI, will it replace this field? It’s getting if you look at the where it’s getting its data from, these are people who have a vested interest in it not.

Right? So you’ll say, no. It won’t replace copywriters. But when you look at the source, it’s a copywriting website.

Right. And it’s not yeah. It’s it’s you have to consider the source. It is. It’s it’s all the information online.

So, you know, you have to vet the information, which is what Yeah.

You know, I tell everyone that uses my software. You’re the expert. This is your assistant. You’re the one that has to vet the work that you’re delegating to your assistant.

Yeah.

You know?

And, you know, I mean, I have perplexity integrated into my app, and it does research within the app.

One, aye?

I have no luck with it on my app.

App. Yeah. Yeah. It’s fantastic.

Yeah. That’s good. Yeah. It’s it’s so, it’s just interesting to see. We really, like, have to adapt not only marketers, but copywriters direct response. And there’s something called I don’t know if you heard about it. Quantum, marketing is the next thing they’re they’re talking about using AI to generate unique personalized content at every single touch point.

It’s like next level.

That’s the next level.

Hyper personalization. Yeah.

Yeah. You heard you know, it’s it’s just like I’m like, what? Like, where are we headed? This is, like, this is mine.

Know, there’ll be what what you’ll see is a you’ll see a backlash against that, and you’ll see certain people who want, you know, the the nostalgia of the handmade. You know, they want something that is a hundred percent human. You’ll see an anti AI movement. I mean Yeah. It’s, you know, it’s wild. It’s a it is a wild time we are living in.

This is a this is a It is.

Right?

History in the making right now. We’re at an inflection point in history.

It’s pretty wild.

Though. You know what I mean? No. No. No. I don’t think it’s scary. Yeah. Yeah.

There’s there’s so much that you can do that. But it’s like, I’m I’m waiting to see how, how it’s regulated. Right? Whether they’re gonna because there’s a lot of fields that are gonna are done, and it’s just the only reason they would stick around is if we we put up the law to protect it.

I’m interested to see that how that’s gonna pan. Even book keeping is on the chopping blocks. Like, we I I have a full time bookkeeper, but about twenty five percent of their job now, I can use AI.

Mhmm.

And it’s, and soon, like, I talked to him, and he’s like, yeah. It’s not gonna like, this is pretty much you know, it’s math. Right?

Categorizing and whatnot. So it’s gonna be interesting to see how this goes.

That’s fascinating.

Yeah. He the huge huge amounts of things are going to be I mean, it’s everything’s changing. The world is gonna be completely different in five years.

Yeah. You need to learn this stuff, a. Like, what do you suggest then for, for AI? Like because I know you’re you’re knee deep in this stuff, like, especially with your your tool and whatnot. Are you just, like, at what level are you telling students to learn this? Like, at a very, you know, hey. Learn the software and the tools or a deeper level?

Like, what are you what are you asking?

You know, I don’t, I mean well, I don’t have students, so I don’t tell students anything so much. But, I I tell people to find things that they will get immediate return on.

Yeah.

You know?

What I what I what I hate seeing is people spending a lot of time building out things and making, you know, certain automations and writing prompts that are gonna be obsolete in Yeah.

Three to six months. You know? That’s something that I try to encourage people to, you know I mean, unless they get if if they get joy out of it or the pleasure of building something, then, you know, that’s one thing. But it’s also something that you have to really, you know, be considered about, I think. You know?

It’s a rabbit hole. It can be a rabbit hole. Right?

Well, it can be it can be a rabbit hole, but you just wanna make sure. I mean, people don’t know. They, you know, they they come up with these things, and they don’t know that when the model changes, their prompt is not gonna work anymore.

And the automation is gonna fall apart because the prompt stopped working. And, you know, there’s gonna be a new model in three months, and the old one’s gonna get shut down. And, And, you know, people don’t know all this stuff. You know?

Yeah. No. Especially the the the GPT fours. Right? Zapier just pretty much killed them with their their whole automation thing.

They have a direct integrate integration now, so I wanna figure that, I wanna do some stuff with that. That seems pretty interesting. But where do you know? Like, it’s like, what do you focus on?

What do you it changes so quickly. Right?

Well, that’s why I’d say if you find something that you know, whatever you can get immediate time to value on.

Mhmm.

You know? I mean, anybody, that’s what I, you know, I I add things in my app that people are using. You know? Mhmm.

I I want to give people the things that they are doing every, you know, every week, every day every you know, with all their clients, and they’re doing them over and over again. So here, click a button and get this. That’s gonna save you time. Click a button and get this.

This is gonna save you time doing your research. So find things that are, you know, that are repeated and high value and do that.

Yeah. And look for things that are, like, ever like, evergreen. Like, you wanna make sure that it’s not like, these personalized videos, the the technology may change, but they can still use that because it’s Zapier. You know what I mean?

Like, it’s still video is still gonna be valid.

Yeah. It’s just the execution of it is and and may change, and the technology underneath it may change. Yeah. So if you find, if you find a stable vendor that is working on that technology and has a software solution that will you know, that can do it for you and they have a good team, then you know that they’re going to stay up to date with what’s going on, and they’re going to keep their product, you know, up to snuff and and you can count on them as a vendor, then that’s great. But no individual person is gonna be able to compete with a software team that’s building a focused product to perform a certain function, if that makes sense.

Yeah. It does. It’s all about niche. That’s where that that’s where the GPT four is.

That’s Yeah.

So find I mean, even, you know, finding for AI in general, you know, I mean, Joe’s focus on specialization is more relevant and important than ever.

Yeah.

You know, specialization and relationships so that, you know, when people need that certain thing, they know that you’re the one to call on. You know?

Exactly.

It ties in perfect to the course too. Right? Because it’s all it’s it is really specialization more than ever. That’s where it’s headed. And that’s the how you’re gonna leverage the technology to support that. Right?

Mhmm. Yeah.

Because even, you know, even with all the knowledge and capability that AI has to do things, it does not have the the the lived experience Yeah, and the nuance of lived experience that an expert has so experts using AI is fire.

You know?

Yeah. That’s true. It’s like any some people use a computer, play games. Other people use it to take over the world. Right? It’s like just a tool.

How are you gonna So Yeah.

I know. I didn’t mean to look we’re yap yap yapping.

No. No. I I find it I know you’re deep into this stuff. I I’d love I love your your mind, like, hearing from you a lot better stuff.

So it’s I find it fascinating. I’m still trying to, like I know a lot about this, like, AI, and I’m using it in my business. I’m using it for clients. I’m making money from it.

But in the grand scheme of things, it changes so quickly that you don’t know it.

Yeah. You do. It just it is it is such a rapid pace of change that it is just mind boggling.

And, you know, you’re doing things that are giving you immediate return, so you’re good. But, but just always keep that in mind and know, you know, pretty soon I mean, it’s just it people aren’t going to think about AI as a separate thing. It’s just gonna be the way software works. It’s just in a it’s gonna be everywhere in everything all the time. You know?

It’s just people are prepared, though.

I don’t think I don’t when you talk to a lot of marketers and cooperators, they’re still they’re still thinking, like, what is like, it’s I agree with you. It’s gonna be our life. It’s part it’s it’s deeply integrated. It’s gonna be who we are in the in, like, ten years.

I mean, I’m old enough that I was around in the early days of the Internet. So, I mean, I’ve seen I’ve seen this happen before where everything was changing. Right? Mhmm. You know, the Internet and ecommerce and digital, you know, digital marketing changed everything. So that’s happening again only. It’s, you know, ten thousand times faster, and it has much larger implications.

Yeah. And it’s it’s it’s the opportunity. Like, a lot of people say SEO is dead. I know for a fact it’s not. It’s how it’s changed significantly. Yeah.

Which it changed I mean, how many times has it changed over the decades? You know? It’s changing again. Search is going to become different, and someone will dethrone Google. You know?

Oh, I’m I’m surprised. I don’t use Google.

I haven’t used Google in, like, three months because I did perplexity.

Came out. I that’s my go to. I use Google as an afterthought now. You know?

I find it cumbersome. I’m like, this is this doesn’t, like, it doesn’t answer my question.

It doesn’t Perplexity for the win, man.

Do you use the Chrome extension?

No. I I should check it out.

I haven’t called it out.

I mean, the all it does is you just click the little icon on your toolbar, and you type your question right in there. And it comes up in the little drop down window right in your, you you know, right there. It’s it’s just if you have a question on the fly, it’s super convenient.

We’re we’re optimizing for that now. We we it’s a search engine.

Thing. You’re gonna, you know, be optimizing for, you know, optimizing for AI instead of typical old school school SEO.

It here’s a tip. It’s actually pretty easy because it’s so new that it’s like the old days of Google to to get ranked was pretty easy. So they still haven’t quite figured it out right now.

So it’s actually it’s not that difficult, actually.

What are do you have any do you have any in inside tips and tricks on that?

I’d love to hear that.

A lot of the it’s a lot of it is based off your long tail searches. Right? Long, long tail searches. And it’s also a lot of it’s voice search. Right? It’s a completely different playing field, but focus on those, like, four, five, six strings. Like, those those long phrases, that’s what we’re finding works really well.

And and so you’re doing the the you’re doing you’re doing long tail phrases and then what?

Just your your basic optimization, but it’s all about the keywords. It’s about it’s about if because if you look at perplexies, if you you say your question I use voice voice dictate for everything.

But if you go to the bottom and you’ll see the recommendations that Oh, yeah.

Uh-huh.

Yeah. Look at those.

That’s telling me those.

Okay.

Interesting. And then pop those into Gmail.

Like the people also ask with the There you go.

And it’s and you’ll notice that if you go into Google, copy and paste those to see the searches, it’s not. They’re not. So it’s they’re using a different, a different algorithm. But those are those are, like, those type of searches, if you look at how they’re phrased, it’s like you and I talking.

Ah. Yeah. So it’s like a totally different niche. Yeah.

And but when you When you work with a client, do you go into and then search for their, like, a high level keyword for the client and then see what gives you in the in the follow-up questions?

Exactly. We use it. We don’t we don’t start like it. It’s not a normal keyword. We have our, like, generic term, and then we build off that. We just ask Mhmm.

Like, hey.

Normal So you just kinda go down the rabbit hole of perplexity and see what comes up and and copy those things.

Interesting.

Try that because you’ll notice that it’s completely different than Google.

Also, completely different. We don’t use it for clients, though. We use well, we use it for DIY. It’s one of them we do. But we use it for a lot of the affiliate because we’re finding, I I don’t I don’t know how Google’s gonna survive. I really don’t.

And I tried their what’s their version of AI? It’s garbage.

Oh, it’s so awful. It’s just so awful. It’s just so bad.

Yes. I was shocked actually how bad it is. I’m like, oh my god.

Like And then they chain they well, it’s bar you know, barred.

It was so bad. And then they changed the name of it. Like, the changing the name was gonna make it better. Now it’s Gemini. It’s still bad.

Still garbage. I don’t know. I don’t know. Well, this is awesome. We one final question I we get a jet is when do you how long do you think, AGI? You think we’re we’ll see it in our lifetime?

Know when, but, you know, I mean, I’m not a I’m not a data scientist. I’m someone who takes what’s available and finds innovative applications that are practical.

Yeah. So, so I can’t answer that question, but I’m sure it will happen, and it’s probably gonna happen sooner than we expect.

You think we’ll see it in our lifetime? You know, OpenAI apparently achieved it. Basic. Very basic. Well solve the math problem.

I mean, I think that, you know, language models, they don’t have the ability to reason, but they they do seem very human. You know? And they do pass a lot of the questions of the Turing test. You know?

Mhmm.

So I I mean, I can’t answer that, but I’m I think it will happen. Yes. I do.

I think it will happen. Trick. I used to ask at the end. I would say, do you understand what I mean?

So it re I found the prompts were better. I remember I asked it one time, do you understand? And it didn’t reply. It said, of course, I understand.

I was like, okay. I stopped doing that.

Oh, and perplexity. Before we go, perplexity, if you’ll notice that it’s actually, remembering it brought up information that was, like, five conversations ago it remembered. Just a heads up. Uh-huh. I don’t know if you’ve noticed that.

You know, they have a new feature now, and I haven’t tried it yet where you can add system prompt to a group that like like, you can create a folder or something and add a system prompt to your folder Oh, wow.

If you’re doing research on something. Yeah. I haven’t tried it out. I’ve been using the API since I’m I’m, you know, one of Yeah. Not very many people who has access to the the API with for for production use.

Yeah.

And, so I’ve been in integrating bits of it into my software. Yeah. And I haven’t been using you know, going like, actually going to Perplexity. I ask questions using the Chrome extension all the time, but, I haven’t gone to the site and actually tried out that thing with the new system, the new system prompt that you can add.

So check it.

I love it. I that’s all I use. It’s I it’s my it’s one of my favorites. So yeah.

It’s a great tool.

It’s just so good for research.

About it. Isn’t it mind especially research.

I’ve been telling people about it for, you know, ever since I mean, I don’t know, at least a year and a half ago or something.

But The hidden which is a long time in in AI time.

Yeah. Yeah. Wow.

No. Well, thanks. Yeah. I love I love talking to you. You you share some awesome stuff, so thank you. That’s awesome.

Well, I I always fun to see what you’re doing, Shane. So I’m glad I was able to make it today. Thank you very much.

No. Awesome. And does anyone have any question any other questions? I I know we talked for a bit, but any I will talk to everyone soon. I hope everyone has, there’s no snow. There’s lots of snow where we are, but I hope everyone has a good day.

You too, Shane. Thank you.

Thank you. Bye bye. Thanks again, Stacy. Thanks, Shane.

The Golden Triangle

The Golden Triangle

Transcript

All right.

We’re going to dive in because yeah, spring break or not. We’re here, and the game doesn’t quit.

So what I’m gonna do today, we are talking about the, diagnostic ish tool, called the Golden Triangle. And it’s less about when I say diagnostic, it’s less about diagnosing where they’re at and more about helping them realize them being your clients or your lead. Realize that it costs money to get a service like yours, and to get the outcomes out they’re looking for. Does everybody did everybody have a chance to look at the worksheet already?

If you didn’t, that’s okay. We’re still gonna go through it. So it doesn’t it won’t hurt either way. But it does build on the diagnostic that, we talked about a couple weeks ago. So I’m gonna share my iPad, actually.

You should be seeing that soon.

Just half a sec.

Loading up.

Cool. Good.

I was like, sometimes it’s sketchy. I was like, I don’t want this not to work, oh, in our, call.

Okay. So building on everything that we have talked about with that whole diagnostic. Right? So the idea is this comes from Simon Bowen, who is definitely worth looking into if you’ve never heard of him. I hadn’t heard of him before.

I saw a little, like, recording of a talk he did, and then I, like, binged everything.

So really worth looking into Simon Bowen. His name is on the worksheet for the week, which is, again, this is he calls it the iron triangle, and I don’t know why. So I was like, well, golden’s better. So I’m gonna go with the golden triangle.

You can call it whatever you want to. There isn’t a name for it that I’ve heard of out in, like, the world. But when we’re talking to our leads, we’re gonna basically pretend like there is and act like it. And that’s part of part of closing them.

So we’ll get into all of that. The point is we’re gonna start off with already having our iPad being shared. Now if you don’t have an iPad, that’s like, okay. It will just help a lot if you do and, like, sign up for a new bank account, and they’ll give you one for free.

So, like, don’t overthink it.

But, yeah, we do want an iPad or, there’s this other coach, Taki, who has his has, like, a sheet of paper on a table with a camera, like a phone over it. So you need a phone then.

Like, but and then he just draws as well. So you don’t you can you can just have paper and be drawing it, but it’s important that you’re not, like, drawing it, holding it up, drawing it, holding it up. You You wanna make sure that they’re watching. So Simon Bowen says, like, when you draw, it draws them in.

So the idea is the more that they’re watching you doing stuff, the more interesting it is and also showcases expertise that you’re gonna get into. Because it’s a scary thing to have a blank, sheet of paper. And only an expert can really start from a place of blankness and draw and make things, like, make sense. People are watching the whole time.

Right? So if you start with a blank sheet of paper and you don’t know what you’re doing, it’s it’s typical. You haven’t done it before. That’s why.

Right? So the more you’re confident drawing, taking notes in front of them. So we talked about this briefly when we did the diagnostic session before. And also, if you’re like, what’s she talking about?

Open up the worksheet too that I sent along for this week that Sarah sent you. So you, like, can just follow along because there’s a script in that worksheet as well. Just an easy script to follow when you’re doing this. So you’ve already been sharing your diagnostic, tool.

You’ve already maybe got through that point. For us, it looks like a sudden a little bit. And then you’ve been making notes going along, whatever they’ve been saying. You’ve been like, oh, excellent point.

Oh, I get it. And you’re, like, putting notes together and they’re watching. Right? So that’s where we’re at.

And by the time you’re ready for the golden triangle, we’re really getting to a place where we understand basically what the project is that they’re looking for.

We’ve already been through the vetting process, so we know, like, it’s something that we do or want to do. We have in mind our own budget for it, like, what it costs to do that, to to hire you to do that. And now we’re just trying to bring it all together. Now one of the things that many leads like to do is negotiate on price or start low. Of course, they do. They don’t wanna pay the top dollar if they can get it for less.

It’s just part of business, so we’re cool with that. Alright? But what do we do to get them on board with our price? So price objections can be a real thing. There are lots of ways that we’re gonna be talking about, throw a copy school professional.

Lots of ways to address price objections.

But the golden triangle is a way to address them without directly challenging their budget, even though there comes a point at which you’ll kind of directly challenge their budget. So let’s get into it. You’re at that point in the call where you understand what they want, etcetera. So but you’re starting to move toward understanding their budget.

Maybe they’ve even told you what their budget is, and they’re, like, off. Like, the no. They’re not way off. Like, they’re not saying two thousand and you’re thinking twenty thousand.

That’s like, we’re gonna wanna wrap this call up because it’s really hard to close that gap.

We’re talking more they’re like, it’s four thousand and you’re thinking eight thousand or it’s five thousand and you’re at ten. Something more like that. So not a massive gap. They can come on board. They are showing that they have some money to spend. Okay.

So this is the part if you’re already sharing, they’re already watching you map things out. You’re talking to them. You’re a consultant working through x, y, and z with them. Okay.

We’re getting that part of the the conversation with price. Oops. Sorry. And so we go.

Alright. Well, you’d be familiar, and this is the language to use. So okay. Cool. So you’d be familiar with the golden triangle.

Right?

You say you’d be familiar, and what’s the reaction?

Mhmm. Yep. I I’d be familiar with that. I literally did this the other day on a call with a gentleman, a copywriter who’s in house at this big tech company who I’m copy chipping.

And I said, so you’d be familiar with the fish and the fishermen. Right? And he said, mhmm.

And I was like, okay. So how does that apply here? And he was like and I was like, I’ll just jump in for you and save you there. But it it was just it was like that moment where I was testing out this.

You’d be familiar with phrasing works like a charm. People are nodding along with you. Okay? And it might feel tricky, but it’s just one of those things to get the client out of that place where so often for copywriters in particular that they come to us and they think that our work is very easy.

And, they just got all these weird assumptions going on. And this is, like, just just make them a little less comfortable with making all sorts of assumptions. That’s it. So you’d be familiar with the golden triangle.

So you would know that the golden triangle consists of, and then you write this out for them, time, budget, and outcome. Right? And, of course, the golden triangle exists because the world had learned that the vast majority of projects failed to deliver all three.

That’s it. Good. You’re good there. They’re like, okay. Cool. Yep. Because they’ve already agreed that they know what the golden triangle is.

So for them to challenge this now is a really weird thing to do. So now they’re on board with they can’t have everything. Okay. So what do we wanna do here?

This is where we say, okay. So let’s start with your outcome. Let’s start with what you were looking for. You came to me and you right out of the gate, you were saying that you wanted an onboarding flow.

This is just to follow along with the one that’s in your example.

And that includes, of course, strategy and execution. Right? Perfect. And what’s your deadline? What are you looking at? When when would you like this completed by? Okay.

So May thirty first. Is that, like, the absolute latest you can do? May thirty first. Is there any wiggle room there? No. Okay. May thirty first it is.

And what’s what’s your budget? What do you have as, like, a line item, or what’s your expectation for your budget here? And they might tiptoe around this, and all you’re just doing is that part of the conversation where you get them to to say what their number is. And they finally say, like, okay. Well, we’re we’re thinking about seven grand for everything.

Okay. Cool. So we’ve got this here. Now let’s look at this. It’s the golden triangle.

Right? This is the part where we prioritize in the golden triangle. So tell me which one is most important to you. And you’re still drawing.

Most important to us, the thing that we need most is probably to actually get the thing that we want. So the onboarding flow. Okay. Cool.

And then is it price or time? What’s most important next? Well, we really do need it by end of May. Okay.

Cool. So does that look about right? Great. Okay. Now let’s run this.

Let’s imagine you get an onboarding flow, strategy and execution live by May thirty first, but it comes in at, like, what the market typically pays, which is more in the vicinity of twelve thousand dollars. I know that’s not perfect, but if that’s what it had to be, would that be okay with you?

And they’re like, so from seven thousand to twelve thousand. Like, yeah. That’s would that be okay with you? Well, no. Okay. Alright. So it sounds like budget’s number one, and that means this is number two, and your deadline is number three.

Cool. So with a budget of seven thousand dollars, you get your onboarding flow, but it’s delivered July thirty first. Would that be okay with you? Well, no.

That’s not okay. I okay. Fine. So what I’m hearing is date delivery date is really important to you, then comes budget, and then comes the outcome.

So if you get this done by May thirty first for seven thousand dollars, but you only get the strategy.

You don’t get the execution by that date. Is that okay? And now they’re like, you’re out of your mind. Like, what are you talking about? Of course, that’s not okay. And you might have a little chuckle about this because they know where it’s going. Oh, are you still able to see my screen?

Okay. Cool. It just vanished for me. So just so you know.

Okay. So now you’re at a point where you get to get, like, honest with them. Right? And go, like, look, I can deliver the value that you’re looking for. I can deliver that for you, strategy and execution. I can do it by May thirty first. I’ve done it for clients like x, y, and z on similar timelines, but it’s always at a rate of ten thousand dollars.

It sounds like if something has to give, your budget is that thing. Do you disagree?

And that’s where you’ve now landed at a place where they may not be able to hit that budget. But what they can see is that your number is a real number, that they can’t have everything that they want. It’s not that your number is high. It’s that their budget was too low.

And that’s a good thing for them to walk away with because then the next time they have budget, they’re like, well, remember that person we talked to? She she drew that diagram. Remember that triangle? And we couldn’t afford her.

Maybe we can afford her now. Should we call her or him or whatever? So that’s the objective here. And if they can’t get there, if you’re going through this triangle and they’re like, price is just it never comes up properly the way you want it to and the way we just walk through it, that can also be a sign that it’s, like, not a good client for you because because they’re not willing to give on things very much.

They’re just like, yep. Nope. That’s fine. If you can deliver it to me for seven thousand dollars by July by the end of July, and it’s only strategy, that’s okay.

You’re like, well, that went weird.

And then you’d still say like, well, okay. So normally, this is the full scope of the project For me, just to deliver strategy, all of my minimum projects are, like, ten thousand dollars. So this is always gonna be the budget. Does that make sense? You’d still have to back up and talk them through that. But that’s basically how that flow goes. Does that all make sense?

Do you see how you would use it?

Kind of? Abby, I saw you do. I’m not sure.

It’s interesting, and I can see how I’d use it. For some reason, I’m running into some, like, hesitation. I don’t know where it’s coming from though. Yeah.

I don’t know where it’s coming from. Maybe just discomfort. Yeah. I don’t know.

Okay.

But I I liked it. I just yeah.

Yeah.

Okay.

Adam? By sales call, you mean, like, initial call, right, by the way? Like, the first stuff first call, the first interaction?

It could be either. Right? So it really depends. I’d be ready to move with this on any call.

So, if because some calls move a lot faster. Sometimes in that fifteen minute call where we think we’re just, like, determining if we should even work together, There’s, like, instant spark, you know, this is gonna work out well and you’re ready to move forward. So even though you book fifteen minutes in your calendar, you should have at least thirty minutes for that time in case it goes longer. And then if it does, if price starts coming up, if they’re talking about, well, we’d like it by this date, which can often happen in that fifteen minute call, then you’d wanna be you’d wanna have this handy for sure.

Yeah.

Yeah. I’ve been on calls where where they know exactly what they want, want, and, like, they just wanna hammer out, like, timeline and place.

So Yeah.

Yeah.

When the call goes so fast, it gets gets into an awkward territory because you haven’t prepared for that discussion yet. And Yep.

Yep. No. I totally hear that. So and this is like you can practice these things.

It doesn’t take much. You can you don’t even have to have anybody there with you. You can just like, I don’t know if you’re uncomfortable talking to yourself, but I’m not. So I’m gonna talk to my monitor all day.

And so you can just go through and practice doing it all by yourself and trying different ways of running through it.

And then the more you practice, the better able you are. Just go like, actually, I got something that will probably help with this conversation. One sec. You’re familiar with the golden triangle.

Yes? And that can be just like a really natural thing to help you whenever the time comes up. When you know budget is about to be discussed, that’s a good time to get ready with this. Yeah.

Cool?

Okay. Thanks, man.

Sure. Totally. Can I just make a recommendation?

Abby, you you might like this. So, I saw this triangle, and I got super excited because Joe validated me watching this terrible well, I thought it was good, but it went off the air after a second season. But, Oh.

There was a scene in this show Lipstick Jungle.

Oh, okay. And the guy is like he’s explaining to a gal. He’s, like, he does the triangle, and he puts and he goes fast, cheap, good. And he goes, you get two.

You don’t get three. And I just kinda put in the so when I saw your triangle, I was like, oh, that’s so cool. I was seeing it on the show from, like, the person who’s trying to hire someone and what you desire, and you did it from the person who’s trying to sell to that person. And I don’t know.

I just it kind of really rounded out the teaching for me having that perspective.

That you really tend to only get two unless you’re on Amazon, but then that can be crap too.

So Totally.

Then you’d have to put a third item, like, swap something out on the triangle that’s, like, ethical or something like that. Right? Yeah. Which one of these do you want?

So yeah.

I I heard it would stick jungle. I didn’t then I stopped hearing about it. I guess it went off, You, like you said, went off the air.

Yeah. Two seasons, but that was like the big business takeaway. So I appreciate that. I’ve binged that kind of thing just for that.

Oh, that’s so fun. Cool. Awesome. Anybody else? Any concerns? Yeah.

I have a question. Oh, Naomi, you go first. Yeah.

I was gonna say that the majority of time when I’m talking about price, the person who is I’m talk my point of contact is not the person with the purse strings. They’ve been given a budget and by either their boss or by the CFO directly and there’s a lot of bureaucracy in order to increase that budget. And they probably don’t care what the budget is is at all. Mhmm. But it’s not their decision to make.

Yeah. Yeah. And that it does depend. Like, this triangle can come out more than one time.

Right? So if they’re the one making the if you’re never gonna talk to decision maker, then it’s your job to get that person whose budget is inflexible to go back and make a case for you. And the more you see otherwise, you wanna get that the person who holds the strings on a call. Like, that’s the most ideal thing to do.

But if you can’t do that, then the other person has to advocate for you. Because there’s gotta be a way there has to be room to move or else your audience is wrong. If they’re always gonna come in the room with a five thousand dollar budget, and that’s just the way it is, it’s gonna be really hard to ever get to a place where you make the kind of money that you should be making because they’re making all the calls when it comes to how much you make. You might as well go in house at that point.

So you need to show that you are, hi kitty. You need to show that you’re an expert, that consultant where they’re like, this person’s gonna make me look good because this person knows what they’re doing. Like, I was impressed on the call with them. So I’m gonna go back to my boss or CFO and say, look, we have seven thousand.

We’ve paid this low amount for freelancers before, and they’ve kinda screwed us. So what, what can we do to get to ten thousand for this project? If it’s impossible, then it’s impossible. And there are other levers to pull, but we all know we gotta make a certain living, and that’s the way it is.

So get the decision maker on the call or get the person who should be advocating for you to be pumped about advocating for your price.

Yeah.

Yeah. You are mainly the group you serve.

You need to be a sales driven organization. There’s just no two ways around it. Yeah.

Alright. Abby, you had a question?

Yeah. I think, I already know your answer to this, but I’m gonna ask anyway.

So what’s your take on, like, with the outcome removing pieces? So for example, if it was, like, a sales page, and then you can say, okay. I could take out, like, the messaging guide, the customer interviews to bring the price down. Yeah.

It’s not the objective is not to change your scope.

That’s not what the triangle exists for. So if there if you say something that you think is ridiculous, like, I can deliver the strategy but not the execution by May thirty first. Like, that’s obviously, like, it’s ridiculous. Like, you’re gonna want both.

Otherwise, what? Or I can deliver execution, but no strategy. Like, for you, you’re like, that’s actually bananas. Of course, that’s not gonna happen.

How what would I be executing on? Just error? Like, there has to be something that comes before it.

So if they’re like, yeah, that sounds good. Then you’re like, shit. No. I can’t work with this person because they don’t understand.

But if they think that it really is, like, about adjusting scope for, the project, that would really only work. You’d only wanna say yes to that if you have a team to hand it off to. If it’s, if it’s like, oh, okay. So you just want a sales page, not the whole thing.

I’ve got a team. There’s someone on it who can write just the sales page, and it won’t be a problem for them. Maybe I’ll just close this business. Like, you can if you have a team to do that.

If it’s you, don’t. Yeah. Don’t change the scope.

Why not if it’s just me?

Because then you’re so we’ll talk about this during the intensive.

Okay. As soon as you start if you’re ever going to get to the kind of money that you want to get to, you need to have leverage in the form of systems, documentation, and then eventually people to execute on those systems and the documentation.

The more you’re customizing and changing scope and and things for people, the, the more documentation you need, the more systems you need. So if you have more people, then you have the ability to kind of, you know, puppet master things.

So that’s fine. You can change things up. But if it’s just you and you’re doing new things all the time, it is just not a tenable.

It’s not a good approach when it comes to like getting to that next tier. Can’t build your authority on fifteen different things, changing scope all the time. Gotta have the thing that you do and do really well. So for you and then your job is to sell them on the whole thing.

So if they’re actually like, well, you’re it’s true. Our budget is only seven thousand and we do need all these pieces, but maybe we can write the emails internally. For you, that should be like a holy shit note. Like, no.

Your job becomes making it clear to them that they need you for all of the pieces. Yeah. Oops. Oops.

Sorry. Yeah. If you’re ever going to adjust things, it should be scope typically. But that’s for, like, that’s like freelancing school stuff.

That’s not coffee school pro stuff.

That’s not getting to that scope all the time, like, to make this sound bad habit.

I need to get out. Yeah.

Yeah. So we’re gonna I’m so excited to talk about this in the intensive. Starts next week for those who just joined late, late, like a second late. I had just talked about it and then other people join us.

Go. Sorry. So it starts next week. You’ve been invited to it, to the kickoff call.

There’s gonna be a bunch of stuff, that will get you set up for hopefully, some cool stuff. I’m so stoked about this curriculum. It’s amazing. Yeah.

So, yeah, watch for that, and we’ll be changing some some ways that we think about projects and talk about them. We’ll be switching that up. Cool.

Alright.

We’re entering that part of the call where if you have any questions, we can talk through them. So if you do share your win first, and then we can all celebrate with you, and then we’ll hop into questions. And if you don’t, then we’ll take the rest of our money back. Any questions? Anything anyone’s working on?

We’re all good?

I’ll go with no one’s going.

Sure. Go for it.

I don’t really have much of a win to share, but I had a lead come in, which looks a little promising. That’s for email work, so that’s the only win.

Alright.

So when Yeah.

In terms of questions. So regarding that, pricing page book, ebook, I have I almost have my spit draft, but I have worked on a table of context. I’ve sort of worked backwards now in the sense that, like, maybe I spent too much time just writing stuff.

Okay. And then I’m in the stage where I’m trying to figure out what the table of content should look like. So I landed on something, and I was wondering how to kinda get feedback on it. Should I share it on the channel or should I?

Throw it up right now. Let’s take a look at it. I don’t know how deep we’re gonna get it, but we can at least did you read useful books, Edmond?

I did. I did.

Okay. Perfect. Then you should be in decent shape with that one.

In decent shape. Yeah. I think the table of contents still need some work in terms of how you position the titles, but at least content wise, I’m just trying to get things that should be there. Okay. I’ll share my screen.

Wait. How do you share again?

Download. I don’t know.

It depends on what Oh, there it goes.

You’re on. For me, it’s at the bottom.

Okay. Let me know if you guys can see my screen.

Okay.

This sounds nitpicky, and it’s the very first That’s fine.

No. That’s perfect. I I I want nitpicky, so this is good.

Well, why instead of the definitive guide?

Okay.

There’s a real question. We had to choose that.

So the reason I said, actually, maybe bit sticky.

Yeah. You’re right. Because I I figured other people will be writing something on it as well and saying the is coming off very authoritative, and I’m not really an authority in the space.

So How about what what the whole idea of this is to say I’m the authority.

True. Yeah.

For the way.

You know, when April talks, like, when April talks about her career in her book, it seems like she’s already worked on so many clients before she wrote that book.

Well, she had. She worked on clients, but she didn’t have she doesn’t actually have a background in marketing.

She’s an engineer. Like, she doesn’t she didn’t have that. So, like, she’s a Waterloo engineer.

So, but that doesn’t, but she’s then she went and worked in tech companies and ended up doing sales and marketing.

But I mean, honestly, when you think about the number of people out like, you don’t have to don’t let I don’t have enough experience.

Stop you. I mean, I you’ll know, cause there’ll be a wall and if you’re pushing through the wall, faking your way through it, you’ll know.

But otherwise I wouldn’t like just write the book, start by writing the book and then go from there. Look at and then, honestly, I would challenge you to look at the vast majority of people who are out there who how did James Clear become the habits guy? He doesn’t have a degree in habits.

Right? Like that’s not his thing. He just formed good habits and then started writing about them, and became an authority on it and worked to be an authority on it.

So I wouldn’t like, yes. Worry. But don’t it’s one of those balances. Right? Yes. You need to be authoritative, but you can also be learning things as you build that authority.

So the Noted.

Definitive guide. Okay. How to transform your most conversion critical asset into a powerhouse of results.

Anybody have any notes so far on what you’re seeing?

I would put this in sentence case. This is really hard to read in title case.

And sentence case is usually seen as a little bit more professional, especially in SaaS companies. I don’t see that many SaaS companies that use title case. I know it’s a pain in the ass to change, but, that’s I typically think it’s much easier to read when it’s, when it’s that way.

Anybody anybody else? Jessica, what are you doing?

You’re reading I’m looking at my books going.

I’m not sure I agree with that one. I don’t I mean, it’s not the thing I would focus on as much, but I I don’t know. I I’m looking at my books going, I see a lot of the opposite or capitalize the whole thing, which but I don’t know.

I guess I never really looked that close. So I I don’t know. And that’s probably not the one I would I I disrespectfully, I guess, disagree on that one.

But Depends on the I’m not the definitive person on that.

You’re a definitive person. I’m a Yeah. I would say look at the books on yourself, right, to figure that. Who knows in the end, like, the formatting. The three I just looked at all had all caps. Yeah. So it’s like yeah.

But that’s still, it’s a fair point, Naomi, we do want it to be a readable, book. But I I get that, like, the title. And so alright. So we have SaaS pricing pages. The audience that you’re speaking to is whom, Adnan?

Where do you speak? C level c level folks, who would be willing to we we’re looking to optimize or or increase their conversions from bottom of funnel assets.

Okay. And when you went through and did the right useful book stuff, did you write out when he was like, make sure you know your audience, how they found your book, how they’re referring your book, you wrote all that stuff out? Or did you just read it?

Yeah. Yeah.

Okay. You wrote it out?

No, I, I wrote all that stuff out.

Okay, good. Work through that. Okay, cool.

Yeah.

Okay. So how to transform your most conversion critical asset.

So your people are coming to this book. How do you think they’re finding your book?

How do they discover it?

So the okay. So I was thinking about distribution, as to, like, once I’ve written, how am I gonna distribute it? So I figured that, I guess, the the easiest thing for me to do, considering this will be an ebook, would be to distribute it through newsletters.

So they’re landing on it through newsletters emailed to them.

Okay. So do you mean, like, you’re sponsoring newsletters? Or how are you getting into it? Okay. Okay.

Yeah. Yeah.

Okay. So these are newsletters then that are already targeting tech.

That audience.

Leaders.

Okay.

Great.

But do they know that a SaaS pricing page is important?

Are they to me, it sounds like if you’re unless the newsletter is about pricing pages, what are the chances they know that? So so because we know that a lot of tech marketers don’t think about their pricing pages at all, like, ever. They think about their home pages and all this other stuff, but not their their pricing pages like they should.

I wonder if there wouldn’t be an objection to the idea that it’s my most conversion critical asset.

Because I’m I’m not even thinking about it at all. I thought my onboarding sequence was, what are you talking about? What’s this pricing page thing? So that part for me, I would just say make sure that your audience is nodding with you from the beginning. Or if they’re not nodding with you, they’re so surprised in a good way by what you’ve just already revealed to them. So if you want to reveal to them that their pricing page is, like, this powerhouse potentially powerhouse of results, feels like there’s a gap there between the headline and the subhead. For me, at least, it does.

In in the shoes of your audience, I feel like there would be a gap.

Yeah.

Can I also, I I have another thing to mention? I I think that when it comes to SaaS pricing pages, you may wanna reconsider who your target audience is because SaaS companies grow incredibly fast.

And if they’re looking at their like, a website is a very complicated thing to update because you often need engineers and you need designers. So a lot of them are thinking, like, my homepage is a mess. The entire website is a mess. Like, there are so many things to do.

Pricing pay it by the time they’re ready to think of the pricing page, I feel like they’re in the, like, optimization stage. Like, the rest of the website has more or less updated messaging, meaning, like, it reflects the actual product that they have. And so if they’re ready to optimize, you may be actually you may have more success if you’re targeting, like, a a product marketing manager or a growth marketing manager because they’re gonna be thinking of, I am ready to take this to the next level. The website is more or less converting. Our campaigns are converting.

Now we’re ready to, like, give it a little boost. Because if you try to introduce the pricing page when their homepage was created four years ago and has none of the information is relevant, then it’s not going to hit quite as well.

I think it’s a good point.

K.

So how how how do you how do you propose then do we ease into that? Because like you said, Joanna, like, they’re probably not thinking about their pricing page being a problem yet.

Yeah. I mean and that could be a question like so you’re calling it the definitive guide to SaaS pricing pages. If you are a growth lead at a SaaS company, whether that is a fast growing or slow growing one because there’s the giant space in there before the hockey stick and that varies.

Regardless of it, there’s somebody who wants to grow revenue trial starts, conversions on the other side of the onboarding sequence. So depending where their how their pricing page changes or if they just simply have two, What are they looking for? Now it doesn’t mean that you’re wrong to have it be called the definitive guide to SaaS pricing pages.

But is that what they’re looking for? Or are they really, like what’s and and so did you start by writing the title, or did you finish by writing the title?

So the title was already in my mind.

Yeah.

I hadn’t I hadn’t written it down. I I I I focused on the content first, and then I landed on that sort of title and the subtitle.

I feel like both of these together might be worth trying as a really strong subhead that like, it’s like explaining the value proposition of a SaaS pricing page for that growth focused person as the subhead. But, like, what’s the bigger idea that they’re buying into?

Obviously, awesome as, like, the bigger idea. Right? You want to be so obviously awesome. You don’t have to talk about yourself at all. It’s just really clear.

So what’s the thing that this audience is looking for?

What’s the conversions. Of that. Yeah.

Does that make sense?

Yeah. Yeah. Yeah. So something around conversions, would you say?

Converting prospects, converting When you talk to people in this space, does anything surface that they’re saying?

Is Is there anything that’s, like like, for positioning? I wish people just understood what’s so awesome about us. Nobody seems to get what’s so awesome about us.

And so are they saying anything like that for you or, like I would look into that.

Yeah.

What are what’s that that you can hit? Or and if it’s not that kind of thing, it’s like the invisible sales machine, I think it was called, or the invisible selling machine, which is a we’re recording this, but it’s garbage book about email marketing.

But it’s a really good title, like a really good title for the people it’s trying to attract.

So kinda just explore that. But if your if your title can be a bigger, more ambitious idea, I’d start going down that path. I know you’re calling it an ebook. We don’t want it to sound like a blog post.

Like, we want it to sound like it’s a meaty, insightful, like, look into this asset that you’ve been ignoring that’s actually the site of conversions and ultimately revenue for your business. Like, you gotta work on this thing, and the payoff is huge when you do.

So I’d dig in there.

I would also keep in mind that for a lot of company a lot of SaaS companies right now, paid media spend is down.

And so you can use the angle of leakage, meaning if you’re spending ten thousand, thirty thousand, fifty thousand dollars a month on paid media, and you’re funneling all of your resources into the home page, then you’re really wasting a huge opportunity to convert people once they land. So it’s not only converting, it’s also, like, wasting a a lot of your marketing spend because all of those high intent leads will go to the pricing page.

And, like, you just maybe you spent a hundred and fifty per lead, maybe you spent two hundred per lead. So I would say that, yeah, loss, loss aversion can be a stronger motivating factor than positive benefits. And for a marketer, wasting money is, is is very scary because there’s not that many of it. There’s not that much of it, and there’s a a lot of pressure on marketers these days. There always is, but especially right now.

Yeah. So I I found a good content on how it it’s worth more it’s more of an it’s a better ROI to focus on optimization versus customer acquisition, which most companies tend to focus more on. So I actually found some good content on that as well.

Yeah. That’s, like, the whole premise of forget the funnel. Like, stop forcing people into the top of your funnel.

Cool. Awesome. Okay. So then we get into your title for the section is the anatomy of a pricing page. But what you’re really the opening, the hook is the most ignored marketing asset in the customer journey.

So that I think that’s really important, to bring your your reader on board with that out of the gates. Like, just make a strong case for pricing pages. Why are they so ignored, etcetera.

Can Can we just see the high level, all the one, two, three, four for the actual or wait.

Sure. Yeah.

My monitors are overlapping in a funny way, so I’m missing the part over here. So understand your audience, leverage pricing psychology, design for user success. Okay.

So chapter six or section six being, like, the main meat of the Okay.

I think there’s too much. I think there’s too much going on. And the messaging strategy part kinda threw me.

I get pricing pages, pricing tiers.

Yep. Or do you think that that that six point one six dot one and six dot two should be just one thing as section six.

I think when you say messaging, you’re gonna throw people off.

Okay. That’s all.

I think that’s another it’s a follow-up book, that’s an appendix, or something else that you put in there if it really matters. But if I’m looking at a pricing page, I should be thinking yes of my headline and stuff like that and everything that goes under the pricing table. But in most cases, the biggest opportunity is in, one, change your h one from pricing to something real, and then do more with the pricing table. So talking about the tiers and stuff like that.

How to label those, what people are doing wrong, the examples, the tear downs that you can do in this of, like, existing pricing pages and what they’re getting wrong versus right. I don’t think you need to get into your message because that’s gonna be like, wait. What’s a stage of awareness? What?

Cut it.

I would. I’d cut it. Only add it in if it needs it afterward, but to me, it feels like you don’t need any of the messaging stuff.

Okay. So none of the rule of one, none of the okay.

Stick to the Say it lightly, but I don’t introduce things that are gonna be, like just focus entirely on the rule of one.

Just focus on pricing pages. That’s it. Everything else, they can they can book a consult with you to learn more about other things. Like how but what but what about after I’m done the pricing page, the tiers Still not working. What do I do? Then they they talk to you and do a workshop. Yeah.

So when you say that about messaging, do you also mean, like like, the the messaging inside the tier as well don’t talk about it as much?

Oh, no. I mean, like, if it’s gonna sound like the thing about a pricing page that’s so nice is it’s so focused on on action, on things that people do on, like, quick looking at information, and then clicking the thing. But it’s not like like a home page where you’re like, oh my gosh. What do we lead with?

Like, what do we say in what order and accept, like, when do we ask them to click? A pricing page is like, this is where the button is. That’s where they click. We either have a button there or we don’t.

If we don’t, it’s strategic. And if we do, it’s standard. It’s like the button goes here. So that’s kind of where it’s like, just focus them on the user experience stuff, on persuasion architecture, and then layer in the importance of, like, how your copy and message are on the page.

But don’t I would I would not get deeply into words.

Copy principles. Yeah. Okay.

Yeah. Okay.

I wouldn’t. Because I don’t think that’s that interesting, honestly.

Not when you’re coming, you’re trying to figure out what’s going on with my pricing Okay.

Okay. So it it was a lot bigger than this.

I had to cut a lot of things to get And you’re still gonna cut some more.

Cuts. But I think it’s I mean and we’ve got people in the room who write books like this all the time. Jessica, Abby, both have strong backgrounds in this. Any other notes for admin?

Yeah. I I think chapter six, that’s the one I need to read through to see where you’re going with it to give you, I think, more specific advice. I don’t have a problem doing that. Adnan, if you would like that, I’d be happy to do that for you.

A little bit. Yeah.

Just seeing kinda seeing top level is hard when I don’t I haven’t seen what you actually wrote.

I am I know that when you’re writing to that audience, like, because I used to work with that audience, you can’t they don’t you don’t write to them the way you would maybe a course creator. Right? Little less sexy kind of way. But I am kind of wondering if there’s a way to make it a little more enticing.

Like, for example, one of the questions I had was, when you titled chapter six craft your messaging strategy, do they if they were talking about all of those, the value prop and everything you have in that chapter, would they consider that messaging and messaging strategy? Is that what they call it?

That that’s something worth looking into that I should research. Yeah.

Yeah. Because, I mean, I don’t know. I just I’m and look. Limited here. I only worked with truly, like, one or two companies that were true SaaS and tech, but, I just can’t see my engineer guys saying that, but they weren’t they were very traditional marketing, so maybe that’s why.

But I would just look into that because for some reason, that was a red flag to me. Like, oh, I just want you to kinda say how to talk about, you know, how to talk on your pricing page, which is terrible. But you know what I mean? I wanted a little more straightforward, but that might just be my personal.

But I was literally what I had literally what I had before, like, what to say in your pricing page.

Yeah. And I’m like, that that cannot be a title.

Like, that just I’ve look.

I mean, it should be in alignment with what your ideal audience would say. Right? But for some reason, the the thing in my brain went off with messaging. I was like, oh, that sounds very marketer speak.

I’m I’m not I’m not sure. The guys I worked with wouldn’t have said that, but that’s just the guys I worked with. So yeah. Anyway, something to research and just make sure because I do think for a lot of people, myself included, the word messaging is loaded.

And and for me and I think for my and, actually, my old clients would have been very intimidated by that word and I wouldn’t want a chapter where, that I started off with that.

That’s my only thought when I saw your chapter six.

K. Thank you. That’s that’s very valuable insight.

Nice. Thanks, Jeff. Yeah. I think each chapter, just if you can zoom it in on one thing as much as possible.

And as you’re reading through, if ask yourself, like, could I write a book on this? And if the answer is yes, then it’s probably not zoomed in enough. I mean, I I’ve had to redo my entire outline for my book because I really like like, I had a chapter on sales pages, a chapter webinars, and I’m like, this, you can’t you can’t teach a sales page in a chapter. So completely pivoted.

Yeah. So just maybe be be prepared to to to do a lot of pivoting, and just zoom in as much as possible would be my advice.

Yeah. I mean, I think it’s worth noting that if you’re was there. Otherwise you do lose a reader. I remember, when I was reading You’re a Badass at Making Money, I was loving it. And then she got into really simple, like, basic stuff around list building and things. And I was like, oh, no.

Is this person basic? This whole time, have I been nodding along with someone who, like, doesn’t really know what she’s talking about?

So better for her not to mention that at all than to, like, just mention it in a way where you’re like, oh, no. Oh, it’s kinda crappy. So if you can’t dig into it, cut it. Unless somehow they need it. Need it. Need it. Like, need it.

Okay. Need it. Just gonna keep saying need it because that’s meaningful.

I really do think I look at six point one and six point two, and I’m like, that’s the whole bunch. Like, there’s so much there.

Once you start adding in examples, what there’s jobs to be done in there. Like, there’s it’s like everything. So just like Abby said.

You even mention jobs to be done other than just making a reference to it?

I mean, your audience probably knows about jobs whether they apply it or not. They know about it. So it’s like a good indication that, like, if I know about it, you know about it. We have something to talk about together. Right?

There’s like Yeah.

Leave this in common, which can be good for likability. But write the book, see if it works, if it if it feels, again, basic, then that’s what editing’s for.

K.

Yeah. Yeah.

Well, and the chapter, these are, like, the last ones again. And now it probably feels like a lot. Right?

Right.

Yeah.

Yeah. I I have for a second. I would be careful with the word messaging because in my mind, what I hear is more, like, fundamental product messaging. Like, how do we compare to our competitors? How do we pitch ourselves? What is our voice?

Like, a lot of those kind of things.

And those are the things that they probably would have figured out if they’re ready to optimize their pricing page.

So it might be confusing for them, because they’ll see it, and they’ll like they’ll be like, wait, I think we already have messaging, or do we have to redo our messaging? That’s gonna take a long time. I’m gonna have to get lots of people on board. Where if it’s just a pricing page, then they can move more quickly. They can optimize it with their own team without having to get lots of people in upper management and then give them a little time. So, like, each like in this title, you may just want to pick a different, like, phrasing or copy or something that feels a little bit more small a little bit smaller and more specific in scope.

Okay.

Alright. You got notes to work with there, Adnan?

I do. I do. I do. The whole program. So, okay, thank you so much.

Okay. Thank you. Thanks for sharing. Good job working on this. It’s amazing.

Make it happen. Yeah. Alright. Anybody else?

Abby?

Yeah. I would oh, first of all, my win. So I’m just about to close a deal with my client, and then I’ll be at hundred k for q one, which is exciting.

Revenue, though, not profit.

And then my question so the optimization retainer I was chatting about, like, last week. I just lost some feedback on what I’ve included in it. I’m just feeling really weird about the whole thing, not confident. Would you mind taking just a quick look at Still it.

Should I I can drop it in the chat or share my screen.

Sure.

Then we can all look at the same thing as I do.

Yeah. K. Cool. Okay.

Can you guys see the email? That’s the box. Okay. Okay.

Now we can’t. Oh, wait. It’s your inbox.

Yeah. Yeah. This is the email that I sent. This was just like a quick proposal after the call. Okay.

Alright. So here’s a quick proposal to show you what it would like. Well, it would be like to have me working on optimizing the other free cleanup funnel based on the data so far. I see a huge opportunity to scale cleanup to ten thousand plus a day.

Maintaining improving conversions as you scale would play a crucial part. Okay. Here’s what’s included. So included in the optimization.

Okay.

Mhmm.

Track conversions, AB test and optimize, monitor and optimize, opt in page versus email. Okay.

Ad copy.

This is a lot of stuff, Abby.

Optimize sales page and add new testimonials, features, messaging.

Just, like, keep doing the project again and again and again and again. It’s a lot. Ad hoc reengagement, downsell sequence based on performance, collaborate with other team members when needed, and then a profitability report. Have you sent this?

Yeah.

Yeah. And they’ve got we’ve got a call about it. So they’re they wanna discuss pricing and features. Because he I remember he said to me, like, make sure each thing is worth a thousand dollars, and he said to quote ten.

But as I was looking, I was I’m like, well, fresh ad copy as needed. Like, it’s an essential part of it, but that’s not worth a thousand dollars. That’s worth maybe, like, a couple of hundred. So I was just kind of no. I thought ad copy is, like, cheap. Or Well, it’s cheap.

I mean, literally, everything’s free if you want to look at it that way.

So it’s there’s a there’s a quality standard, though. Right? There’s the expertise that you’re bringing, and that’s why it’s for you to nobody needs someone to write junior copy for them. AI got rid of junior copywriters.

Peace to the juniors, but you’re gone. So you have to always be the the best at it. Right? And just, like, don’t worry that you’re not.

Like, just I know that sounds dumb, but, like, just don’t worry. Just, like, don’t worry. Worry about it, Joe. You’ll be good at it. Don’t worry.

You’ll know if you’ll know.

Yeah. So when I look at this, I’m like, okay.

I what I see is, you’re trying to show value by showing lots of stuff that you’ll do, not by showing results.

What they care about is not your busy hands. They don’t want you sitting around doing nothing, but nobody I haven’t my experience is not for people who are hiring professionals. It’s not how busy were you today.

It’s what did I get out of it today. And that’s all you need to worry about. You need to say, let’s get you now that we’ve implemented this, now that you’ve got this evergreen funnel going, you know what most businesses do? And wait for them.

Most businesses walk away and just let it sit there and fester and nothing’s getting better and their audience is changing and algorithms are changing all around us. And you have the same evergreen funnel set up brilliantly. I might add because I’m a genius, but you have the same thing sitting there. And when are you gonna optimize it?

When did you last optimize your evergreen funnel? You didn’t have one before. Right? So like just talking them through it in a way where you see yourself as the expert and on the same level.

You’re not asking for work, you’re offering them this solution, but you actually have a way for them to keep making money. Like, where you will be in charge of watching that the evergreen funnel keeps going up instead of what’s their plan right now to optimize it? What’s their plan? Fucking nothing.

You know, they have no plan to optimize it. You come in for the bargain basement price of five thousand dollars a month. You’re gonna keep that going up.

What? Like, you don’t need to list out every single thing you’ll do. That doesn’t matter. They’ll wonder, okay, how are we going to get to those results? You’re saying you’re gonna keep this number going up.

How? Then you can talk about that, and you can say really quickly, like and put it in brackets. Like and if you’re wondering how I’ve done this a million times, and then you just put in brackets, like, check tracking conversions on an ongoing basis, writing new copy as needed, and then close brackets, etcetera. Close brackets because you don’t want them using this as your new checklist of, oh, did she do all of this stuff for us this month?

Does that make sense?

Yeah. Yeah. Because on the call, they I kind of I sold them, and I put them a good.

But then they, they asked me in the email to say, like, what actually is included in that, which is why I broke it down like this.

And that’s another chance to hop on a call too. So just because the client wants you to send a checklist, doesn’t mean you do. And there are gonna be times when if all they really wanna bring it back to is that you do have busy hands the whole month, then, they’re not a good candidate for a retainer.

But you would probably already know that because they would have been kind of annoying to work with already.

So if they weren’t annoying because they weren’t like, what else are you gonna do for me? Like, what else are I’m gonna make you money, dummy. Like, what are you talking about? What else am I gonna do for you?

The thing that you want most in life, the money. I’m going to help you get more of that. So I I’m think would happen during this optimization, this ongoing optimization? What would you expect?

And then you can have a conversation and say, of course, we’ll do that. Of course, we’ll do that. No. We won’t do that. That’s a whole new project.

That sort of thing. Right? So you don’t have to show that all you’re gonna do is spend your time on this. It’s not Mhmm.

I know it’s hard because you’re just starting to sell the retainer stuff, but just know that you shouldn’t expect to close all clients on a retainer afterwards. They’re not all gonna be a fit for it. They’re not all going to understand that you don’t hand over work and voila, it works and works forever. Like but others will others will, and they won’t say, show me everything you’re gonna do.

Mhmm. Yeah. Because I think these clients are really good for it’s just the trouble for me is my confidence comes when I’ve done something, like, fifty times, and I haven’t done this before for a client. So it’s difficult to to communicate the value when I’m just, you know, doubting myself because I haven’t, like, earned the right to kind of be an expert in it or call myself in. I don’t know.

Do you think that you will suck at this?

I don’t think I’ll suck at it. No.

No.

I won’t suck, but like, I’m gonna be figuring some stuff out as I go, which is why I put the price at five thousand, not the ten thousand.

Yeah. So you’ll be figuring it out as you go, and you adjusted your price accordingly. You don’t tell them that. But the reason you adjusted your price is to help you get over that mindset hump.

Right? So you have already done the job of reducing the price to make it so that you shouldn’t be worried then. So this is the thing, right? Like respect the work that you’ve done, not just the expertise that you’re going to bring to this, but the fact that you had this mental block on ten thousand dollars and you decided to then bring it down to five thousand dollars, And thus, you now need to force yourself over that mental block.

You’ve already done what you can do to solve it. The next step in solving it is doing the work and seeing, like, oh, I’m just tweaking things as I go and then seeing how it does, and I’m putting together this report and sharing it with them.

These are not a lot of difficult, crazy, difficult steps at least. Right? So I know it’s I know it’ll get easier the more you do it, but you have already reduced your price.

You are going to be learning on the job. You’re not gonna make much money off this one, but that’s that doesn’t mean you have to work your fingers to the bone doing all sorts of checklist stuff, this whole list.

Right? You’ll get it.

But do your best to hop on calls wherever possible. You can close better on calls than you can in email.

Even great emails, unless they’re so stoked on their side of things, like, they’re like, we see nothing but opportunity, and you’re the absolutely only person on the planet who could ever do this for us, that’s where they need to be to close on email. You need to get them on a call.

Yeah. Which is difficult because they’re busy.

Of course. Once again, Nicole. You’re busy to make money? Like, another month. I’m like, for real. No.

You did. You did go on a call with me when I tried to close you.

I know.

Well So, I mean, it’s difficult.

It is actually Sorry.

I didn’t need to call you out.

That’s fair. They can be. Well, I would say, did I see a way to make money easily there?

Okay. There has to be the easy payoff in my life for me to move on anything.

Laziness factors in. And that’s true for a lot of people.

So I would not hold it against them if they don’t hop on a call right away, but do your best to get them on a call. That’s far easier to close them, especially when you’re just working this stuff out. When you, like, have not done this before, you can listen and take notes as they’re as you’re asking questions, not pitching, asking questions. Well, what what would optimization look like for you?

What are some questions you have? Like, now that we’ve set up this evergreen funnel, what comes to mind for you? What are you looking at? What’s the first data point that you were hoping to see?

And they can tell you exactly what they need from your this retainer with you. And you then all you say at the end is that’s cool. We’re gonna do all that stuff. You’re gonna get all of that.

And then Mhmm. Go do it. I draw it right then. Now it’s like, take recording, take transcript, turn into new SOP for what I’m gonna do on my retainer, but let them tell you in that call.

Yeah. That’s smart. That makes sense. Thanks.

Alright. I’m so hopeful for you. I think it’s gonna be cool. I hope it works out. Alright. Anybody else?

I was gonna say, Abby, I think you’re dramatically underestimating how much value they put on just having you around. Because knowing that you’re taking care of it one of my favorite ad copies is it’s not just x, it’s peace of mind. And you can fill in lots of things there. And just knowing that you’re on it, that you can answer questions or you can be there if they’re freaking out about something irrelevant is an immense amount of value in and of itself.

And that’s not something you put on a checklist. That’s just something intangible.

Yeah.

Mhmm.

Thanks, Naomi and Jessica, for your dramatic agreement.

Yeah. When it comes down to it yeah. I know. I’m not gonna harp on it, but yeah. Cool.

Alright. Anybody else?

We’re all doing brilliantly in our businesses and need no conversation.

Nothing?

I have a big win to share.

Oh, sweet. Do it.

It’s been over it’s been almost three months, and, like, at least half at least a dozen trips to my lawyer. But as of next month, I will have a salary again.

Oh, sweet. And my no. I mean, like, not I will have, like, a as a I will have a corporation. So I will have, like, a pay slip. Again. Amazing.

And my retirement account for my corporation will be open.

And I’m gonna save like one thousand dollars on tax every month.

So that is, been a long time coming.

But What are you gonna do with the thousand dollars that’s freed up in your business now?

Well, since I have a salary, it’s go it has to go into the business. So I’d like to take on more people to help with some of the social media stuff.

Nice.

And, yeah, to so I can get more time back in my day.

K. Excellent. That’s amazing. Good stuff.

Oh, yeah. It’s so much easier. Like, when I hear about the different countries around the world and the challenges with setting up a business and then tax and everything, Canada makes it so easy.

Like, so easy.

Adnan, do you have a business set up yet?

Yeah.

I do. I I have I’ve had one for a couple of years now, but it’s pretty smooth. Like, I haven’t had too many issues with anything else.

No. When I talk to even Americans about their, like, tax situations and stuff, I don’t understand the levels of complexity. It’s a lot. It’s a lot.

So you don’t have that.

Most of us don’t know either, Joe, so it’s fine. Yeah. Fair. Fair.

Well, it becomes much more complicated when you’re a dual citizen.

So that’s part of the issue. I bet. I bet.

That might be part of the issue. Yeah.

Yeah.

Yeah. Well, good. It’s a win though. Well done. That’s awesome.

Alright. Are we ready to wrap up today’s call?

Next week’s call is not on Monday. It’s Easter Monday Easter Monday. Easter Monday. So here we won’t be in.

Our team has, the four day weekend off, which is stat, I think, across Canada.

And Tuesday is the kickoff for the intensive freelancing. So we’re just bumping the Monday to the Tuesday call, which will be that kickoff. So you’ll have a worksheet to go with that. That’ll go out on Friday, and that will apply then to the Tuesday, call.

So I’ve invited you. If you gave a thumbs up in that message that were posted for the intensive, if you give a thumbs up, you’ve been invited to it. If you didn’t give a thumbs up and you’re watching this, the reason you’re not invited is because you didn’t give a thumbs up. So, if you want in, just let Sarah know.

Cool? Right. Excellent. Okay. Thanks everyone. I hope that you go forward and use the golden triangle to just overcome those weird moments, when budget is under discussion and you don’t want to budge at all on your budget.

So yeah, let me know how it goes. Go practice it too. It’s actually kind of fun and we’ll see you later. Bye. Y’all have a good one.

Transcript

All right.

We’re going to dive in because yeah, spring break or not. We’re here, and the game doesn’t quit.

So what I’m gonna do today, we are talking about the, diagnostic ish tool, called the Golden Triangle. And it’s less about when I say diagnostic, it’s less about diagnosing where they’re at and more about helping them realize them being your clients or your lead. Realize that it costs money to get a service like yours, and to get the outcomes out they’re looking for. Does everybody did everybody have a chance to look at the worksheet already?

If you didn’t, that’s okay. We’re still gonna go through it. So it doesn’t it won’t hurt either way. But it does build on the diagnostic that, we talked about a couple weeks ago. So I’m gonna share my iPad, actually.

You should be seeing that soon.

Just half a sec.

Loading up.

Cool. Good.

I was like, sometimes it’s sketchy. I was like, I don’t want this not to work, oh, in our, call.

Okay. So building on everything that we have talked about with that whole diagnostic. Right? So the idea is this comes from Simon Bowen, who is definitely worth looking into if you’ve never heard of him. I hadn’t heard of him before.

I saw a little, like, recording of a talk he did, and then I, like, binged everything.

So really worth looking into Simon Bowen. His name is on the worksheet for the week, which is, again, this is he calls it the iron triangle, and I don’t know why. So I was like, well, golden’s better. So I’m gonna go with the golden triangle.

You can call it whatever you want to. There isn’t a name for it that I’ve heard of out in, like, the world. But when we’re talking to our leads, we’re gonna basically pretend like there is and act like it. And that’s part of part of closing them.

So we’ll get into all of that. The point is we’re gonna start off with already having our iPad being shared. Now if you don’t have an iPad, that’s like, okay. It will just help a lot if you do and, like, sign up for a new bank account, and they’ll give you one for free.

So, like, don’t overthink it.

But, yeah, we do want an iPad or, there’s this other coach, Taki, who has his has, like, a sheet of paper on a table with a camera, like a phone over it. So you need a phone then.

Like, but and then he just draws as well. So you don’t you can you can just have paper and be drawing it, but it’s important that you’re not, like, drawing it, holding it up, drawing it, holding it up. You You wanna make sure that they’re watching. So Simon Bowen says, like, when you draw, it draws them in.

So the idea is the more that they’re watching you doing stuff, the more interesting it is and also showcases expertise that you’re gonna get into. Because it’s a scary thing to have a blank, sheet of paper. And only an expert can really start from a place of blankness and draw and make things, like, make sense. People are watching the whole time.

Right? So if you start with a blank sheet of paper and you don’t know what you’re doing, it’s it’s typical. You haven’t done it before. That’s why.

Right? So the more you’re confident drawing, taking notes in front of them. So we talked about this briefly when we did the diagnostic session before. And also, if you’re like, what’s she talking about?

Open up the worksheet too that I sent along for this week that Sarah sent you. So you, like, can just follow along because there’s a script in that worksheet as well. Just an easy script to follow when you’re doing this. So you’ve already been sharing your diagnostic, tool.

You’ve already maybe got through that point. For us, it looks like a sudden a little bit. And then you’ve been making notes going along, whatever they’ve been saying. You’ve been like, oh, excellent point.

Oh, I get it. And you’re, like, putting notes together and they’re watching. Right? So that’s where we’re at.

And by the time you’re ready for the golden triangle, we’re really getting to a place where we understand basically what the project is that they’re looking for.

We’ve already been through the vetting process, so we know, like, it’s something that we do or want to do. We have in mind our own budget for it, like, what it costs to do that, to to hire you to do that. And now we’re just trying to bring it all together. Now one of the things that many leads like to do is negotiate on price or start low. Of course, they do. They don’t wanna pay the top dollar if they can get it for less.

It’s just part of business, so we’re cool with that. Alright? But what do we do to get them on board with our price? So price objections can be a real thing. There are lots of ways that we’re gonna be talking about, throw a copy school professional.

Lots of ways to address price objections.

But the golden triangle is a way to address them without directly challenging their budget, even though there comes a point at which you’ll kind of directly challenge their budget. So let’s get into it. You’re at that point in the call where you understand what they want, etcetera. So but you’re starting to move toward understanding their budget.

Maybe they’ve even told you what their budget is, and they’re, like, off. Like, the no. They’re not way off. Like, they’re not saying two thousand and you’re thinking twenty thousand.

That’s like, we’re gonna wanna wrap this call up because it’s really hard to close that gap.

We’re talking more they’re like, it’s four thousand and you’re thinking eight thousand or it’s five thousand and you’re at ten. Something more like that. So not a massive gap. They can come on board. They are showing that they have some money to spend. Okay.

So this is the part if you’re already sharing, they’re already watching you map things out. You’re talking to them. You’re a consultant working through x, y, and z with them. Okay.

We’re getting that part of the the conversation with price. Oops. Sorry. And so we go.

Alright. Well, you’d be familiar, and this is the language to use. So okay. Cool. So you’d be familiar with the golden triangle.

Right?

You say you’d be familiar, and what’s the reaction?

Mhmm. Yep. I I’d be familiar with that. I literally did this the other day on a call with a gentleman, a copywriter who’s in house at this big tech company who I’m copy chipping.

And I said, so you’d be familiar with the fish and the fishermen. Right? And he said, mhmm.

And I was like, okay. So how does that apply here? And he was like and I was like, I’ll just jump in for you and save you there. But it it was just it was like that moment where I was testing out this.

You’d be familiar with phrasing works like a charm. People are nodding along with you. Okay? And it might feel tricky, but it’s just one of those things to get the client out of that place where so often for copywriters in particular that they come to us and they think that our work is very easy.

And, they just got all these weird assumptions going on. And this is, like, just just make them a little less comfortable with making all sorts of assumptions. That’s it. So you’d be familiar with the golden triangle.

So you would know that the golden triangle consists of, and then you write this out for them, time, budget, and outcome. Right? And, of course, the golden triangle exists because the world had learned that the vast majority of projects failed to deliver all three.

That’s it. Good. You’re good there. They’re like, okay. Cool. Yep. Because they’ve already agreed that they know what the golden triangle is.

So for them to challenge this now is a really weird thing to do. So now they’re on board with they can’t have everything. Okay. So what do we wanna do here?

This is where we say, okay. So let’s start with your outcome. Let’s start with what you were looking for. You came to me and you right out of the gate, you were saying that you wanted an onboarding flow.

This is just to follow along with the one that’s in your example.

And that includes, of course, strategy and execution. Right? Perfect. And what’s your deadline? What are you looking at? When when would you like this completed by? Okay.

So May thirty first. Is that, like, the absolute latest you can do? May thirty first. Is there any wiggle room there? No. Okay. May thirty first it is.

And what’s what’s your budget? What do you have as, like, a line item, or what’s your expectation for your budget here? And they might tiptoe around this, and all you’re just doing is that part of the conversation where you get them to to say what their number is. And they finally say, like, okay. Well, we’re we’re thinking about seven grand for everything.

Okay. Cool. So we’ve got this here. Now let’s look at this. It’s the golden triangle.

Right? This is the part where we prioritize in the golden triangle. So tell me which one is most important to you. And you’re still drawing.

Most important to us, the thing that we need most is probably to actually get the thing that we want. So the onboarding flow. Okay. Cool.

And then is it price or time? What’s most important next? Well, we really do need it by end of May. Okay.

Cool. So does that look about right? Great. Okay. Now let’s run this.

Let’s imagine you get an onboarding flow, strategy and execution live by May thirty first, but it comes in at, like, what the market typically pays, which is more in the vicinity of twelve thousand dollars. I know that’s not perfect, but if that’s what it had to be, would that be okay with you?

And they’re like, so from seven thousand to twelve thousand. Like, yeah. That’s would that be okay with you? Well, no. Okay. Alright. So it sounds like budget’s number one, and that means this is number two, and your deadline is number three.

Cool. So with a budget of seven thousand dollars, you get your onboarding flow, but it’s delivered July thirty first. Would that be okay with you? Well, no.

That’s not okay. I okay. Fine. So what I’m hearing is date delivery date is really important to you, then comes budget, and then comes the outcome.

So if you get this done by May thirty first for seven thousand dollars, but you only get the strategy.

You don’t get the execution by that date. Is that okay? And now they’re like, you’re out of your mind. Like, what are you talking about? Of course, that’s not okay. And you might have a little chuckle about this because they know where it’s going. Oh, are you still able to see my screen?

Okay. Cool. It just vanished for me. So just so you know.

Okay. So now you’re at a point where you get to get, like, honest with them. Right? And go, like, look, I can deliver the value that you’re looking for. I can deliver that for you, strategy and execution. I can do it by May thirty first. I’ve done it for clients like x, y, and z on similar timelines, but it’s always at a rate of ten thousand dollars.

It sounds like if something has to give, your budget is that thing. Do you disagree?

And that’s where you’ve now landed at a place where they may not be able to hit that budget. But what they can see is that your number is a real number, that they can’t have everything that they want. It’s not that your number is high. It’s that their budget was too low.

And that’s a good thing for them to walk away with because then the next time they have budget, they’re like, well, remember that person we talked to? She she drew that diagram. Remember that triangle? And we couldn’t afford her.

Maybe we can afford her now. Should we call her or him or whatever? So that’s the objective here. And if they can’t get there, if you’re going through this triangle and they’re like, price is just it never comes up properly the way you want it to and the way we just walk through it, that can also be a sign that it’s, like, not a good client for you because because they’re not willing to give on things very much.

They’re just like, yep. Nope. That’s fine. If you can deliver it to me for seven thousand dollars by July by the end of July, and it’s only strategy, that’s okay.

You’re like, well, that went weird.

And then you’d still say like, well, okay. So normally, this is the full scope of the project For me, just to deliver strategy, all of my minimum projects are, like, ten thousand dollars. So this is always gonna be the budget. Does that make sense? You’d still have to back up and talk them through that. But that’s basically how that flow goes. Does that all make sense?

Do you see how you would use it?

Kind of? Abby, I saw you do. I’m not sure.

It’s interesting, and I can see how I’d use it. For some reason, I’m running into some, like, hesitation. I don’t know where it’s coming from though. Yeah.

I don’t know where it’s coming from. Maybe just discomfort. Yeah. I don’t know.

Okay.

But I I liked it. I just yeah.

Yeah.

Okay.

Adam? By sales call, you mean, like, initial call, right, by the way? Like, the first stuff first call, the first interaction?

It could be either. Right? So it really depends. I’d be ready to move with this on any call.

So, if because some calls move a lot faster. Sometimes in that fifteen minute call where we think we’re just, like, determining if we should even work together, There’s, like, instant spark, you know, this is gonna work out well and you’re ready to move forward. So even though you book fifteen minutes in your calendar, you should have at least thirty minutes for that time in case it goes longer. And then if it does, if price starts coming up, if they’re talking about, well, we’d like it by this date, which can often happen in that fifteen minute call, then you’d wanna be you’d wanna have this handy for sure.

Yeah.

Yeah. I’ve been on calls where where they know exactly what they want, want, and, like, they just wanna hammer out, like, timeline and place.

So Yeah.

Yeah.

When the call goes so fast, it gets gets into an awkward territory because you haven’t prepared for that discussion yet. And Yep.

Yep. No. I totally hear that. So and this is like you can practice these things.

It doesn’t take much. You can you don’t even have to have anybody there with you. You can just like, I don’t know if you’re uncomfortable talking to yourself, but I’m not. So I’m gonna talk to my monitor all day.

And so you can just go through and practice doing it all by yourself and trying different ways of running through it.

And then the more you practice, the better able you are. Just go like, actually, I got something that will probably help with this conversation. One sec. You’re familiar with the golden triangle.

Yes? And that can be just like a really natural thing to help you whenever the time comes up. When you know budget is about to be discussed, that’s a good time to get ready with this. Yeah.

Cool?

Okay. Thanks, man.

Sure. Totally. Can I just make a recommendation?

Abby, you you might like this. So, I saw this triangle, and I got super excited because Joe validated me watching this terrible well, I thought it was good, but it went off the air after a second season. But, Oh.

There was a scene in this show Lipstick Jungle.

Oh, okay. And the guy is like he’s explaining to a gal. He’s, like, he does the triangle, and he puts and he goes fast, cheap, good. And he goes, you get two.

You don’t get three. And I just kinda put in the so when I saw your triangle, I was like, oh, that’s so cool. I was seeing it on the show from, like, the person who’s trying to hire someone and what you desire, and you did it from the person who’s trying to sell to that person. And I don’t know.

I just it kind of really rounded out the teaching for me having that perspective.

That you really tend to only get two unless you’re on Amazon, but then that can be crap too.

So Totally.

Then you’d have to put a third item, like, swap something out on the triangle that’s, like, ethical or something like that. Right? Yeah. Which one of these do you want?

So yeah.

I I heard it would stick jungle. I didn’t then I stopped hearing about it. I guess it went off, You, like you said, went off the air.

Yeah. Two seasons, but that was like the big business takeaway. So I appreciate that. I’ve binged that kind of thing just for that.

Oh, that’s so fun. Cool. Awesome. Anybody else? Any concerns? Yeah.

I have a question. Oh, Naomi, you go first. Yeah.

I was gonna say that the majority of time when I’m talking about price, the person who is I’m talk my point of contact is not the person with the purse strings. They’ve been given a budget and by either their boss or by the CFO directly and there’s a lot of bureaucracy in order to increase that budget. And they probably don’t care what the budget is is at all. Mhmm. But it’s not their decision to make.

Yeah. Yeah. And that it does depend. Like, this triangle can come out more than one time.

Right? So if they’re the one making the if you’re never gonna talk to decision maker, then it’s your job to get that person whose budget is inflexible to go back and make a case for you. And the more you see otherwise, you wanna get that the person who holds the strings on a call. Like, that’s the most ideal thing to do.

But if you can’t do that, then the other person has to advocate for you. Because there’s gotta be a way there has to be room to move or else your audience is wrong. If they’re always gonna come in the room with a five thousand dollar budget, and that’s just the way it is, it’s gonna be really hard to ever get to a place where you make the kind of money that you should be making because they’re making all the calls when it comes to how much you make. You might as well go in house at that point.

So you need to show that you are, hi kitty. You need to show that you’re an expert, that consultant where they’re like, this person’s gonna make me look good because this person knows what they’re doing. Like, I was impressed on the call with them. So I’m gonna go back to my boss or CFO and say, look, we have seven thousand.

We’ve paid this low amount for freelancers before, and they’ve kinda screwed us. So what, what can we do to get to ten thousand for this project? If it’s impossible, then it’s impossible. And there are other levers to pull, but we all know we gotta make a certain living, and that’s the way it is.

So get the decision maker on the call or get the person who should be advocating for you to be pumped about advocating for your price.

Yeah.

Yeah. You are mainly the group you serve.

You need to be a sales driven organization. There’s just no two ways around it. Yeah.

Alright. Abby, you had a question?

Yeah. I think, I already know your answer to this, but I’m gonna ask anyway.

So what’s your take on, like, with the outcome removing pieces? So for example, if it was, like, a sales page, and then you can say, okay. I could take out, like, the messaging guide, the customer interviews to bring the price down. Yeah.

It’s not the objective is not to change your scope.

That’s not what the triangle exists for. So if there if you say something that you think is ridiculous, like, I can deliver the strategy but not the execution by May thirty first. Like, that’s obviously, like, it’s ridiculous. Like, you’re gonna want both.

Otherwise, what? Or I can deliver execution, but no strategy. Like, for you, you’re like, that’s actually bananas. Of course, that’s not gonna happen.

How what would I be executing on? Just error? Like, there has to be something that comes before it.

So if they’re like, yeah, that sounds good. Then you’re like, shit. No. I can’t work with this person because they don’t understand.

But if they think that it really is, like, about adjusting scope for, the project, that would really only work. You’d only wanna say yes to that if you have a team to hand it off to. If it’s, if it’s like, oh, okay. So you just want a sales page, not the whole thing.

I’ve got a team. There’s someone on it who can write just the sales page, and it won’t be a problem for them. Maybe I’ll just close this business. Like, you can if you have a team to do that.

If it’s you, don’t. Yeah. Don’t change the scope.

Why not if it’s just me?

Because then you’re so we’ll talk about this during the intensive.

Okay. As soon as you start if you’re ever going to get to the kind of money that you want to get to, you need to have leverage in the form of systems, documentation, and then eventually people to execute on those systems and the documentation.

The more you’re customizing and changing scope and and things for people, the, the more documentation you need, the more systems you need. So if you have more people, then you have the ability to kind of, you know, puppet master things.

So that’s fine. You can change things up. But if it’s just you and you’re doing new things all the time, it is just not a tenable.

It’s not a good approach when it comes to like getting to that next tier. Can’t build your authority on fifteen different things, changing scope all the time. Gotta have the thing that you do and do really well. So for you and then your job is to sell them on the whole thing.

So if they’re actually like, well, you’re it’s true. Our budget is only seven thousand and we do need all these pieces, but maybe we can write the emails internally. For you, that should be like a holy shit note. Like, no.

Your job becomes making it clear to them that they need you for all of the pieces. Yeah. Oops. Oops.

Sorry. Yeah. If you’re ever going to adjust things, it should be scope typically. But that’s for, like, that’s like freelancing school stuff.

That’s not coffee school pro stuff.

That’s not getting to that scope all the time, like, to make this sound bad habit.

I need to get out. Yeah.

Yeah. So we’re gonna I’m so excited to talk about this in the intensive. Starts next week for those who just joined late, late, like a second late. I had just talked about it and then other people join us.

Go. Sorry. So it starts next week. You’ve been invited to it, to the kickoff call.

There’s gonna be a bunch of stuff, that will get you set up for hopefully, some cool stuff. I’m so stoked about this curriculum. It’s amazing. Yeah.

So, yeah, watch for that, and we’ll be changing some some ways that we think about projects and talk about them. We’ll be switching that up. Cool.

Alright.

We’re entering that part of the call where if you have any questions, we can talk through them. So if you do share your win first, and then we can all celebrate with you, and then we’ll hop into questions. And if you don’t, then we’ll take the rest of our money back. Any questions? Anything anyone’s working on?

We’re all good?

I’ll go with no one’s going.

Sure. Go for it.

I don’t really have much of a win to share, but I had a lead come in, which looks a little promising. That’s for email work, so that’s the only win.

Alright.

So when Yeah.

In terms of questions. So regarding that, pricing page book, ebook, I have I almost have my spit draft, but I have worked on a table of context. I’ve sort of worked backwards now in the sense that, like, maybe I spent too much time just writing stuff.

Okay. And then I’m in the stage where I’m trying to figure out what the table of content should look like. So I landed on something, and I was wondering how to kinda get feedback on it. Should I share it on the channel or should I?

Throw it up right now. Let’s take a look at it. I don’t know how deep we’re gonna get it, but we can at least did you read useful books, Edmond?

I did. I did.

Okay. Perfect. Then you should be in decent shape with that one.

In decent shape. Yeah. I think the table of contents still need some work in terms of how you position the titles, but at least content wise, I’m just trying to get things that should be there. Okay. I’ll share my screen.

Wait. How do you share again?

Download. I don’t know.

It depends on what Oh, there it goes.

You’re on. For me, it’s at the bottom.

Okay. Let me know if you guys can see my screen.

Okay.

This sounds nitpicky, and it’s the very first That’s fine.

No. That’s perfect. I I I want nitpicky, so this is good.

Well, why instead of the definitive guide?

Okay.

There’s a real question. We had to choose that.

So the reason I said, actually, maybe bit sticky.

Yeah. You’re right. Because I I figured other people will be writing something on it as well and saying the is coming off very authoritative, and I’m not really an authority in the space.

So How about what what the whole idea of this is to say I’m the authority.

True. Yeah.

For the way.

You know, when April talks, like, when April talks about her career in her book, it seems like she’s already worked on so many clients before she wrote that book.

Well, she had. She worked on clients, but she didn’t have she doesn’t actually have a background in marketing.

She’s an engineer. Like, she doesn’t she didn’t have that. So, like, she’s a Waterloo engineer.

So, but that doesn’t, but she’s then she went and worked in tech companies and ended up doing sales and marketing.

But I mean, honestly, when you think about the number of people out like, you don’t have to don’t let I don’t have enough experience.

Stop you. I mean, I you’ll know, cause there’ll be a wall and if you’re pushing through the wall, faking your way through it, you’ll know.

But otherwise I wouldn’t like just write the book, start by writing the book and then go from there. Look at and then, honestly, I would challenge you to look at the vast majority of people who are out there who how did James Clear become the habits guy? He doesn’t have a degree in habits.

Right? Like that’s not his thing. He just formed good habits and then started writing about them, and became an authority on it and worked to be an authority on it.

So I wouldn’t like, yes. Worry. But don’t it’s one of those balances. Right? Yes. You need to be authoritative, but you can also be learning things as you build that authority.

So the Noted.

Definitive guide. Okay. How to transform your most conversion critical asset into a powerhouse of results.

Anybody have any notes so far on what you’re seeing?

I would put this in sentence case. This is really hard to read in title case.

And sentence case is usually seen as a little bit more professional, especially in SaaS companies. I don’t see that many SaaS companies that use title case. I know it’s a pain in the ass to change, but, that’s I typically think it’s much easier to read when it’s, when it’s that way.

Anybody anybody else? Jessica, what are you doing?

You’re reading I’m looking at my books going.

I’m not sure I agree with that one. I don’t I mean, it’s not the thing I would focus on as much, but I I don’t know. I I’m looking at my books going, I see a lot of the opposite or capitalize the whole thing, which but I don’t know.

I guess I never really looked that close. So I I don’t know. And that’s probably not the one I would I I disrespectfully, I guess, disagree on that one.

But Depends on the I’m not the definitive person on that.

You’re a definitive person. I’m a Yeah. I would say look at the books on yourself, right, to figure that. Who knows in the end, like, the formatting. The three I just looked at all had all caps. Yeah. So it’s like yeah.

But that’s still, it’s a fair point, Naomi, we do want it to be a readable, book. But I I get that, like, the title. And so alright. So we have SaaS pricing pages. The audience that you’re speaking to is whom, Adnan?

Where do you speak? C level c level folks, who would be willing to we we’re looking to optimize or or increase their conversions from bottom of funnel assets.

Okay. And when you went through and did the right useful book stuff, did you write out when he was like, make sure you know your audience, how they found your book, how they’re referring your book, you wrote all that stuff out? Or did you just read it?

Yeah. Yeah.

Okay. You wrote it out?

No, I, I wrote all that stuff out.

Okay, good. Work through that. Okay, cool.

Yeah.

Okay. So how to transform your most conversion critical asset.

So your people are coming to this book. How do you think they’re finding your book?

How do they discover it?

So the okay. So I was thinking about distribution, as to, like, once I’ve written, how am I gonna distribute it? So I figured that, I guess, the the easiest thing for me to do, considering this will be an ebook, would be to distribute it through newsletters.

So they’re landing on it through newsletters emailed to them.

Okay. So do you mean, like, you’re sponsoring newsletters? Or how are you getting into it? Okay. Okay.

Yeah. Yeah.

Okay. So these are newsletters then that are already targeting tech.

That audience.

Leaders.

Okay.

Great.

But do they know that a SaaS pricing page is important?

Are they to me, it sounds like if you’re unless the newsletter is about pricing pages, what are the chances they know that? So so because we know that a lot of tech marketers don’t think about their pricing pages at all, like, ever. They think about their home pages and all this other stuff, but not their their pricing pages like they should.

I wonder if there wouldn’t be an objection to the idea that it’s my most conversion critical asset.

Because I’m I’m not even thinking about it at all. I thought my onboarding sequence was, what are you talking about? What’s this pricing page thing? So that part for me, I would just say make sure that your audience is nodding with you from the beginning. Or if they’re not nodding with you, they’re so surprised in a good way by what you’ve just already revealed to them. So if you want to reveal to them that their pricing page is, like, this powerhouse potentially powerhouse of results, feels like there’s a gap there between the headline and the subhead. For me, at least, it does.

In in the shoes of your audience, I feel like there would be a gap.

Yeah.

Can I also, I I have another thing to mention? I I think that when it comes to SaaS pricing pages, you may wanna reconsider who your target audience is because SaaS companies grow incredibly fast.

And if they’re looking at their like, a website is a very complicated thing to update because you often need engineers and you need designers. So a lot of them are thinking, like, my homepage is a mess. The entire website is a mess. Like, there are so many things to do.

Pricing pay it by the time they’re ready to think of the pricing page, I feel like they’re in the, like, optimization stage. Like, the rest of the website has more or less updated messaging, meaning, like, it reflects the actual product that they have. And so if they’re ready to optimize, you may be actually you may have more success if you’re targeting, like, a a product marketing manager or a growth marketing manager because they’re gonna be thinking of, I am ready to take this to the next level. The website is more or less converting. Our campaigns are converting.

Now we’re ready to, like, give it a little boost. Because if you try to introduce the pricing page when their homepage was created four years ago and has none of the information is relevant, then it’s not going to hit quite as well.

I think it’s a good point.

K.

So how how how do you how do you propose then do we ease into that? Because like you said, Joanna, like, they’re probably not thinking about their pricing page being a problem yet.

Yeah. I mean and that could be a question like so you’re calling it the definitive guide to SaaS pricing pages. If you are a growth lead at a SaaS company, whether that is a fast growing or slow growing one because there’s the giant space in there before the hockey stick and that varies.

Regardless of it, there’s somebody who wants to grow revenue trial starts, conversions on the other side of the onboarding sequence. So depending where their how their pricing page changes or if they just simply have two, What are they looking for? Now it doesn’t mean that you’re wrong to have it be called the definitive guide to SaaS pricing pages.

But is that what they’re looking for? Or are they really, like what’s and and so did you start by writing the title, or did you finish by writing the title?

So the title was already in my mind.

Yeah.

I hadn’t I hadn’t written it down. I I I I focused on the content first, and then I landed on that sort of title and the subtitle.

I feel like both of these together might be worth trying as a really strong subhead that like, it’s like explaining the value proposition of a SaaS pricing page for that growth focused person as the subhead. But, like, what’s the bigger idea that they’re buying into?

Obviously, awesome as, like, the bigger idea. Right? You want to be so obviously awesome. You don’t have to talk about yourself at all. It’s just really clear.

So what’s the thing that this audience is looking for?

What’s the conversions. Of that. Yeah.

Does that make sense?

Yeah. Yeah. Yeah. So something around conversions, would you say?

Converting prospects, converting When you talk to people in this space, does anything surface that they’re saying?

Is Is there anything that’s, like like, for positioning? I wish people just understood what’s so awesome about us. Nobody seems to get what’s so awesome about us.

And so are they saying anything like that for you or, like I would look into that.

Yeah.

What are what’s that that you can hit? Or and if it’s not that kind of thing, it’s like the invisible sales machine, I think it was called, or the invisible selling machine, which is a we’re recording this, but it’s garbage book about email marketing.

But it’s a really good title, like a really good title for the people it’s trying to attract.

So kinda just explore that. But if your if your title can be a bigger, more ambitious idea, I’d start going down that path. I know you’re calling it an ebook. We don’t want it to sound like a blog post.

Like, we want it to sound like it’s a meaty, insightful, like, look into this asset that you’ve been ignoring that’s actually the site of conversions and ultimately revenue for your business. Like, you gotta work on this thing, and the payoff is huge when you do.

So I’d dig in there.

I would also keep in mind that for a lot of company a lot of SaaS companies right now, paid media spend is down.

And so you can use the angle of leakage, meaning if you’re spending ten thousand, thirty thousand, fifty thousand dollars a month on paid media, and you’re funneling all of your resources into the home page, then you’re really wasting a huge opportunity to convert people once they land. So it’s not only converting, it’s also, like, wasting a a lot of your marketing spend because all of those high intent leads will go to the pricing page.

And, like, you just maybe you spent a hundred and fifty per lead, maybe you spent two hundred per lead. So I would say that, yeah, loss, loss aversion can be a stronger motivating factor than positive benefits. And for a marketer, wasting money is, is is very scary because there’s not that many of it. There’s not that much of it, and there’s a a lot of pressure on marketers these days. There always is, but especially right now.

Yeah. So I I found a good content on how it it’s worth more it’s more of an it’s a better ROI to focus on optimization versus customer acquisition, which most companies tend to focus more on. So I actually found some good content on that as well.

Yeah. That’s, like, the whole premise of forget the funnel. Like, stop forcing people into the top of your funnel.

Cool. Awesome. Okay. So then we get into your title for the section is the anatomy of a pricing page. But what you’re really the opening, the hook is the most ignored marketing asset in the customer journey.

So that I think that’s really important, to bring your your reader on board with that out of the gates. Like, just make a strong case for pricing pages. Why are they so ignored, etcetera.

Can Can we just see the high level, all the one, two, three, four for the actual or wait.

Sure. Yeah.

My monitors are overlapping in a funny way, so I’m missing the part over here. So understand your audience, leverage pricing psychology, design for user success. Okay.

So chapter six or section six being, like, the main meat of the Okay.

I think there’s too much. I think there’s too much going on. And the messaging strategy part kinda threw me.

I get pricing pages, pricing tiers.

Yep. Or do you think that that that six point one six dot one and six dot two should be just one thing as section six.

I think when you say messaging, you’re gonna throw people off.

Okay. That’s all.

I think that’s another it’s a follow-up book, that’s an appendix, or something else that you put in there if it really matters. But if I’m looking at a pricing page, I should be thinking yes of my headline and stuff like that and everything that goes under the pricing table. But in most cases, the biggest opportunity is in, one, change your h one from pricing to something real, and then do more with the pricing table. So talking about the tiers and stuff like that.

How to label those, what people are doing wrong, the examples, the tear downs that you can do in this of, like, existing pricing pages and what they’re getting wrong versus right. I don’t think you need to get into your message because that’s gonna be like, wait. What’s a stage of awareness? What?

Cut it.

I would. I’d cut it. Only add it in if it needs it afterward, but to me, it feels like you don’t need any of the messaging stuff.

Okay. So none of the rule of one, none of the okay.

Stick to the Say it lightly, but I don’t introduce things that are gonna be, like just focus entirely on the rule of one.

Just focus on pricing pages. That’s it. Everything else, they can they can book a consult with you to learn more about other things. Like how but what but what about after I’m done the pricing page, the tiers Still not working. What do I do? Then they they talk to you and do a workshop. Yeah.

So when you say that about messaging, do you also mean, like like, the the messaging inside the tier as well don’t talk about it as much?

Oh, no. I mean, like, if it’s gonna sound like the thing about a pricing page that’s so nice is it’s so focused on on action, on things that people do on, like, quick looking at information, and then clicking the thing. But it’s not like like a home page where you’re like, oh my gosh. What do we lead with?

Like, what do we say in what order and accept, like, when do we ask them to click? A pricing page is like, this is where the button is. That’s where they click. We either have a button there or we don’t.

If we don’t, it’s strategic. And if we do, it’s standard. It’s like the button goes here. So that’s kind of where it’s like, just focus them on the user experience stuff, on persuasion architecture, and then layer in the importance of, like, how your copy and message are on the page.

But don’t I would I would not get deeply into words.

Copy principles. Yeah. Okay.

Yeah. Okay.

I wouldn’t. Because I don’t think that’s that interesting, honestly.

Not when you’re coming, you’re trying to figure out what’s going on with my pricing Okay.

Okay. So it it was a lot bigger than this.

I had to cut a lot of things to get And you’re still gonna cut some more.

Cuts. But I think it’s I mean and we’ve got people in the room who write books like this all the time. Jessica, Abby, both have strong backgrounds in this. Any other notes for admin?

Yeah. I I think chapter six, that’s the one I need to read through to see where you’re going with it to give you, I think, more specific advice. I don’t have a problem doing that. Adnan, if you would like that, I’d be happy to do that for you.

A little bit. Yeah.

Just seeing kinda seeing top level is hard when I don’t I haven’t seen what you actually wrote.

I am I know that when you’re writing to that audience, like, because I used to work with that audience, you can’t they don’t you don’t write to them the way you would maybe a course creator. Right? Little less sexy kind of way. But I am kind of wondering if there’s a way to make it a little more enticing.

Like, for example, one of the questions I had was, when you titled chapter six craft your messaging strategy, do they if they were talking about all of those, the value prop and everything you have in that chapter, would they consider that messaging and messaging strategy? Is that what they call it?

That that’s something worth looking into that I should research. Yeah.

Yeah. Because, I mean, I don’t know. I just I’m and look. Limited here. I only worked with truly, like, one or two companies that were true SaaS and tech, but, I just can’t see my engineer guys saying that, but they weren’t they were very traditional marketing, so maybe that’s why.

But I would just look into that because for some reason, that was a red flag to me. Like, oh, I just want you to kinda say how to talk about, you know, how to talk on your pricing page, which is terrible. But you know what I mean? I wanted a little more straightforward, but that might just be my personal.

But I was literally what I had literally what I had before, like, what to say in your pricing page.

Yeah. And I’m like, that that cannot be a title.

Like, that just I’ve look.

I mean, it should be in alignment with what your ideal audience would say. Right? But for some reason, the the thing in my brain went off with messaging. I was like, oh, that sounds very marketer speak.

I’m I’m not I’m not sure. The guys I worked with wouldn’t have said that, but that’s just the guys I worked with. So yeah. Anyway, something to research and just make sure because I do think for a lot of people, myself included, the word messaging is loaded.

And and for me and I think for my and, actually, my old clients would have been very intimidated by that word and I wouldn’t want a chapter where, that I started off with that.

That’s my only thought when I saw your chapter six.

K. Thank you. That’s that’s very valuable insight.

Nice. Thanks, Jeff. Yeah. I think each chapter, just if you can zoom it in on one thing as much as possible.

And as you’re reading through, if ask yourself, like, could I write a book on this? And if the answer is yes, then it’s probably not zoomed in enough. I mean, I I’ve had to redo my entire outline for my book because I really like like, I had a chapter on sales pages, a chapter webinars, and I’m like, this, you can’t you can’t teach a sales page in a chapter. So completely pivoted.

Yeah. So just maybe be be prepared to to to do a lot of pivoting, and just zoom in as much as possible would be my advice.

Yeah. I mean, I think it’s worth noting that if you’re was there. Otherwise you do lose a reader. I remember, when I was reading You’re a Badass at Making Money, I was loving it. And then she got into really simple, like, basic stuff around list building and things. And I was like, oh, no.

Is this person basic? This whole time, have I been nodding along with someone who, like, doesn’t really know what she’s talking about?

So better for her not to mention that at all than to, like, just mention it in a way where you’re like, oh, no. Oh, it’s kinda crappy. So if you can’t dig into it, cut it. Unless somehow they need it. Need it. Need it. Like, need it.

Okay. Need it. Just gonna keep saying need it because that’s meaningful.

I really do think I look at six point one and six point two, and I’m like, that’s the whole bunch. Like, there’s so much there.

Once you start adding in examples, what there’s jobs to be done in there. Like, there’s it’s like everything. So just like Abby said.

You even mention jobs to be done other than just making a reference to it?

I mean, your audience probably knows about jobs whether they apply it or not. They know about it. So it’s like a good indication that, like, if I know about it, you know about it. We have something to talk about together. Right?

There’s like Yeah.

Leave this in common, which can be good for likability. But write the book, see if it works, if it if it feels, again, basic, then that’s what editing’s for.

K.

Yeah. Yeah.

Well, and the chapter, these are, like, the last ones again. And now it probably feels like a lot. Right?

Right.

Yeah.

Yeah. I I have for a second. I would be careful with the word messaging because in my mind, what I hear is more, like, fundamental product messaging. Like, how do we compare to our competitors? How do we pitch ourselves? What is our voice?

Like, a lot of those kind of things.

And those are the things that they probably would have figured out if they’re ready to optimize their pricing page.

So it might be confusing for them, because they’ll see it, and they’ll like they’ll be like, wait, I think we already have messaging, or do we have to redo our messaging? That’s gonna take a long time. I’m gonna have to get lots of people on board. Where if it’s just a pricing page, then they can move more quickly. They can optimize it with their own team without having to get lots of people in upper management and then give them a little time. So, like, each like in this title, you may just want to pick a different, like, phrasing or copy or something that feels a little bit more small a little bit smaller and more specific in scope.

Okay.

Alright. You got notes to work with there, Adnan?

I do. I do. I do. The whole program. So, okay, thank you so much.

Okay. Thank you. Thanks for sharing. Good job working on this. It’s amazing.

Make it happen. Yeah. Alright. Anybody else?

Abby?

Yeah. I would oh, first of all, my win. So I’m just about to close a deal with my client, and then I’ll be at hundred k for q one, which is exciting.

Revenue, though, not profit.

And then my question so the optimization retainer I was chatting about, like, last week. I just lost some feedback on what I’ve included in it. I’m just feeling really weird about the whole thing, not confident. Would you mind taking just a quick look at Still it.

Should I I can drop it in the chat or share my screen.

Sure.

Then we can all look at the same thing as I do.

Yeah. K. Cool. Okay.

Can you guys see the email? That’s the box. Okay. Okay.

Now we can’t. Oh, wait. It’s your inbox.

Yeah. Yeah. This is the email that I sent. This was just like a quick proposal after the call. Okay.

Alright. So here’s a quick proposal to show you what it would like. Well, it would be like to have me working on optimizing the other free cleanup funnel based on the data so far. I see a huge opportunity to scale cleanup to ten thousand plus a day.

Maintaining improving conversions as you scale would play a crucial part. Okay. Here’s what’s included. So included in the optimization.

Okay.

Mhmm.

Track conversions, AB test and optimize, monitor and optimize, opt in page versus email. Okay.

Ad copy.

This is a lot of stuff, Abby.

Optimize sales page and add new testimonials, features, messaging.

Just, like, keep doing the project again and again and again and again. It’s a lot. Ad hoc reengagement, downsell sequence based on performance, collaborate with other team members when needed, and then a profitability report. Have you sent this?

Yeah.

Yeah. And they’ve got we’ve got a call about it. So they’re they wanna discuss pricing and features. Because he I remember he said to me, like, make sure each thing is worth a thousand dollars, and he said to quote ten.

But as I was looking, I was I’m like, well, fresh ad copy as needed. Like, it’s an essential part of it, but that’s not worth a thousand dollars. That’s worth maybe, like, a couple of hundred. So I was just kind of no. I thought ad copy is, like, cheap. Or Well, it’s cheap.

I mean, literally, everything’s free if you want to look at it that way.

So it’s there’s a there’s a quality standard, though. Right? There’s the expertise that you’re bringing, and that’s why it’s for you to nobody needs someone to write junior copy for them. AI got rid of junior copywriters.

Peace to the juniors, but you’re gone. So you have to always be the the best at it. Right? And just, like, don’t worry that you’re not.

Like, just I know that sounds dumb, but, like, just don’t worry. Just, like, don’t worry. Worry about it, Joe. You’ll be good at it. Don’t worry.

You’ll know if you’ll know.

Yeah. So when I look at this, I’m like, okay.

I what I see is, you’re trying to show value by showing lots of stuff that you’ll do, not by showing results.

What they care about is not your busy hands. They don’t want you sitting around doing nothing, but nobody I haven’t my experience is not for people who are hiring professionals. It’s not how busy were you today.

It’s what did I get out of it today. And that’s all you need to worry about. You need to say, let’s get you now that we’ve implemented this, now that you’ve got this evergreen funnel going, you know what most businesses do? And wait for them.

Most businesses walk away and just let it sit there and fester and nothing’s getting better and their audience is changing and algorithms are changing all around us. And you have the same evergreen funnel set up brilliantly. I might add because I’m a genius, but you have the same thing sitting there. And when are you gonna optimize it?

When did you last optimize your evergreen funnel? You didn’t have one before. Right? So like just talking them through it in a way where you see yourself as the expert and on the same level.

You’re not asking for work, you’re offering them this solution, but you actually have a way for them to keep making money. Like, where you will be in charge of watching that the evergreen funnel keeps going up instead of what’s their plan right now to optimize it? What’s their plan? Fucking nothing.

You know, they have no plan to optimize it. You come in for the bargain basement price of five thousand dollars a month. You’re gonna keep that going up.

What? Like, you don’t need to list out every single thing you’ll do. That doesn’t matter. They’ll wonder, okay, how are we going to get to those results? You’re saying you’re gonna keep this number going up.

How? Then you can talk about that, and you can say really quickly, like and put it in brackets. Like and if you’re wondering how I’ve done this a million times, and then you just put in brackets, like, check tracking conversions on an ongoing basis, writing new copy as needed, and then close brackets, etcetera. Close brackets because you don’t want them using this as your new checklist of, oh, did she do all of this stuff for us this month?

Does that make sense?

Yeah. Yeah. Because on the call, they I kind of I sold them, and I put them a good.

But then they, they asked me in the email to say, like, what actually is included in that, which is why I broke it down like this.

And that’s another chance to hop on a call too. So just because the client wants you to send a checklist, doesn’t mean you do. And there are gonna be times when if all they really wanna bring it back to is that you do have busy hands the whole month, then, they’re not a good candidate for a retainer.

But you would probably already know that because they would have been kind of annoying to work with already.

So if they weren’t annoying because they weren’t like, what else are you gonna do for me? Like, what else are I’m gonna make you money, dummy. Like, what are you talking about? What else am I gonna do for you?

The thing that you want most in life, the money. I’m going to help you get more of that. So I I’m think would happen during this optimization, this ongoing optimization? What would you expect?

And then you can have a conversation and say, of course, we’ll do that. Of course, we’ll do that. No. We won’t do that. That’s a whole new project.

That sort of thing. Right? So you don’t have to show that all you’re gonna do is spend your time on this. It’s not Mhmm.

I know it’s hard because you’re just starting to sell the retainer stuff, but just know that you shouldn’t expect to close all clients on a retainer afterwards. They’re not all gonna be a fit for it. They’re not all going to understand that you don’t hand over work and voila, it works and works forever. Like but others will others will, and they won’t say, show me everything you’re gonna do.

Mhmm. Yeah. Because I think these clients are really good for it’s just the trouble for me is my confidence comes when I’ve done something, like, fifty times, and I haven’t done this before for a client. So it’s difficult to to communicate the value when I’m just, you know, doubting myself because I haven’t, like, earned the right to kind of be an expert in it or call myself in. I don’t know.

Do you think that you will suck at this?

I don’t think I’ll suck at it. No.

No.

I won’t suck, but like, I’m gonna be figuring some stuff out as I go, which is why I put the price at five thousand, not the ten thousand.

Yeah. So you’ll be figuring it out as you go, and you adjusted your price accordingly. You don’t tell them that. But the reason you adjusted your price is to help you get over that mindset hump.

Right? So you have already done the job of reducing the price to make it so that you shouldn’t be worried then. So this is the thing, right? Like respect the work that you’ve done, not just the expertise that you’re going to bring to this, but the fact that you had this mental block on ten thousand dollars and you decided to then bring it down to five thousand dollars, And thus, you now need to force yourself over that mental block.

You’ve already done what you can do to solve it. The next step in solving it is doing the work and seeing, like, oh, I’m just tweaking things as I go and then seeing how it does, and I’m putting together this report and sharing it with them.

These are not a lot of difficult, crazy, difficult steps at least. Right? So I know it’s I know it’ll get easier the more you do it, but you have already reduced your price.

You are going to be learning on the job. You’re not gonna make much money off this one, but that’s that doesn’t mean you have to work your fingers to the bone doing all sorts of checklist stuff, this whole list.

Right? You’ll get it.

But do your best to hop on calls wherever possible. You can close better on calls than you can in email.

Even great emails, unless they’re so stoked on their side of things, like, they’re like, we see nothing but opportunity, and you’re the absolutely only person on the planet who could ever do this for us, that’s where they need to be to close on email. You need to get them on a call.

Yeah. Which is difficult because they’re busy.

Of course. Once again, Nicole. You’re busy to make money? Like, another month. I’m like, for real. No.

You did. You did go on a call with me when I tried to close you.

I know.

Well So, I mean, it’s difficult.

It is actually Sorry.

I didn’t need to call you out.

That’s fair. They can be. Well, I would say, did I see a way to make money easily there?

Okay. There has to be the easy payoff in my life for me to move on anything.

Laziness factors in. And that’s true for a lot of people.

So I would not hold it against them if they don’t hop on a call right away, but do your best to get them on a call. That’s far easier to close them, especially when you’re just working this stuff out. When you, like, have not done this before, you can listen and take notes as they’re as you’re asking questions, not pitching, asking questions. Well, what what would optimization look like for you?

What are some questions you have? Like, now that we’ve set up this evergreen funnel, what comes to mind for you? What are you looking at? What’s the first data point that you were hoping to see?

And they can tell you exactly what they need from your this retainer with you. And you then all you say at the end is that’s cool. We’re gonna do all that stuff. You’re gonna get all of that.

And then Mhmm. Go do it. I draw it right then. Now it’s like, take recording, take transcript, turn into new SOP for what I’m gonna do on my retainer, but let them tell you in that call.

Yeah. That’s smart. That makes sense. Thanks.

Alright. I’m so hopeful for you. I think it’s gonna be cool. I hope it works out. Alright. Anybody else?

I was gonna say, Abby, I think you’re dramatically underestimating how much value they put on just having you around. Because knowing that you’re taking care of it one of my favorite ad copies is it’s not just x, it’s peace of mind. And you can fill in lots of things there. And just knowing that you’re on it, that you can answer questions or you can be there if they’re freaking out about something irrelevant is an immense amount of value in and of itself.

And that’s not something you put on a checklist. That’s just something intangible.

Yeah.

Mhmm.

Thanks, Naomi and Jessica, for your dramatic agreement.

Yeah. When it comes down to it yeah. I know. I’m not gonna harp on it, but yeah. Cool.

Alright. Anybody else?

We’re all doing brilliantly in our businesses and need no conversation.

Nothing?

I have a big win to share.

Oh, sweet. Do it.

It’s been over it’s been almost three months, and, like, at least half at least a dozen trips to my lawyer. But as of next month, I will have a salary again.

Oh, sweet. And my no. I mean, like, not I will have, like, a as a I will have a corporation. So I will have, like, a pay slip. Again. Amazing.

And my retirement account for my corporation will be open.

And I’m gonna save like one thousand dollars on tax every month.

So that is, been a long time coming.

But What are you gonna do with the thousand dollars that’s freed up in your business now?

Well, since I have a salary, it’s go it has to go into the business. So I’d like to take on more people to help with some of the social media stuff.

Nice.

And, yeah, to so I can get more time back in my day.

K. Excellent. That’s amazing. Good stuff.

Oh, yeah. It’s so much easier. Like, when I hear about the different countries around the world and the challenges with setting up a business and then tax and everything, Canada makes it so easy.

Like, so easy.

Adnan, do you have a business set up yet?

Yeah.

I do. I I have I’ve had one for a couple of years now, but it’s pretty smooth. Like, I haven’t had too many issues with anything else.

No. When I talk to even Americans about their, like, tax situations and stuff, I don’t understand the levels of complexity. It’s a lot. It’s a lot.

So you don’t have that.

Most of us don’t know either, Joe, so it’s fine. Yeah. Fair. Fair.

Well, it becomes much more complicated when you’re a dual citizen.

So that’s part of the issue. I bet. I bet.

That might be part of the issue. Yeah.

Yeah.

Yeah. Well, good. It’s a win though. Well done. That’s awesome.

Alright. Are we ready to wrap up today’s call?

Next week’s call is not on Monday. It’s Easter Monday Easter Monday. Easter Monday. So here we won’t be in.

Our team has, the four day weekend off, which is stat, I think, across Canada.

And Tuesday is the kickoff for the intensive freelancing. So we’re just bumping the Monday to the Tuesday call, which will be that kickoff. So you’ll have a worksheet to go with that. That’ll go out on Friday, and that will apply then to the Tuesday, call.

So I’ve invited you. If you gave a thumbs up in that message that were posted for the intensive, if you give a thumbs up, you’ve been invited to it. If you didn’t give a thumbs up and you’re watching this, the reason you’re not invited is because you didn’t give a thumbs up. So, if you want in, just let Sarah know.

Cool? Right. Excellent. Okay. Thanks everyone. I hope that you go forward and use the golden triangle to just overcome those weird moments, when budget is under discussion and you don’t want to budge at all on your budget.

So yeah, let me know how it goes. Go practice it too. It’s actually kind of fun and we’ll see you later. Bye. Y’all have a good one.

How to Write Useful Books with AI

How to Write Useful Books with AI

Transcript

There we go. K. Everyone, everyone can see? You’re good? Okay. So, today, we’re gonna go over, how to write useful books.

And the premise is based around I don’t know if anyone, has read it yet, but there’s there’s a great book called Write Useful Books by Rob Fitzpatrick. And, it’s a very systematic approach to to writing the book, and a good analogy is Joe’s research and discovery phase. It’s really getting into the mind of cost of the customer, understanding the problem, that they wanna solve, and then crafting a promise or solution to solve that problem. So what we’re gonna do is we’re gonna take that concept, that he talks about in the book and the step by step process, and we’re we’re gonna use AI, to streamline a a lot of it today.

Now the book is essentially broken up into here’s a a diagram of each phase of the book, and, essentially, it’s broken down or the process is broken down into scoping.

And scoping includes really, you know, who you’re writing for, what they care about, what problem are they trying to solve. And then based off that, you craft a clear, clear promise.

Then more importantly, you you decide who the book isn’t for and what the book isn’t gonna cover. And then once you have that information, you can start drafting your table of contents, and then you create something that’s called a recommendation loop. And I’ll give some examples, in a minute on what that is. And And then you’re using this information to essentially, you can survey people, you can interview people.

I gives I’ll show you how to do that. If you really wanna do that, I’d I’m gonna write a couple of books, and I’ll show you where I’m at with these. I’m not gonna do that. I think that with AI, you can get enough information, session today, you’ll have what’s called a scoping document. And the scoping document will be similar to this.

And the scoping document will be similar to this, which is gonna be your table of contents, your top ten problems, the the interview questions, really getting into the mind of the customer that then you can use to start creating your book. And then, of course, I’ll get into that sort of the the process where I’m at it with it and whatnot.

The let’s start at the first step on that. And the first step he talks about is really it’s define your ideal reader and the specific problem they wanna solve. So this is this is copywriting in a sense. You know, you wanna you wanna know who you’re writing for.

Oh, you’re you can hear me okay? There’s oh, I thought I heard a noise in the background.

Now he defines the problem as loosely or the problem is loosely defined as a skill the reader wants to develop, a fear or frustration they have, or a question they need an answer to, or a goal they wanna achieve. So when you when he says problem, he’s defining it very loosely.

The whole concept of the book is really to you wanna get into the mind of the customer, we call it, and copywriting direct response. In this case, we’re getting into the mind of the reader. We’re trying to really understand, the core problems so we can truly write a book that is useful.

The first step, of course, is to write your clear promise. Now he talks about the way he frames the promises, the key in framing of promises around solving a core problem or frustration or achieving a tangible outcome. So, again, it’s a skill I wanna develop. It’s a fear I wanna alleviate. It’s a question I want an answer to, or it’s a certain goal that I wanna achieve.

There’s a great quote by April Dunford, and she said most books are idea books. You know, that they don’t give you one little word about how to get it done. My book is going to be a book about how to actually do it. And that’s really one of the concepts of this is it’s, it really is writing a useful book, and it’s gonna teach you the actual step by step process. So it’s not theory, and that’s the overarching concept.

The key to identify a very specific problem, and there’s there’s certain processes that you you go through, and I’ll show you how to do them with with AI. But, you state the the problem, then you make an explicit promise.

How he defines the promises, it’s, you’re providing a clear path to that solution or desired outcome that they want. The promise should focus on teaching actionable methods, not sharing ideas. So he gives a great example of a promise of, a book. And this this is a a book that’s very popular, How to Stay Alive in the Woods. You look at that, you and Celine know what it is, and that’s a great example of solves a problem, and it’s a clear promise.

Here’s some examples of problem and promises.

And he the way he structures it in the book, it’s almost it is essentially a formula that you can use, which is great for AI because AI loves patterns. But, he gives some clear examples. So here’s an example of a problem. I’m struggling to gather reliable, customer feedback and insights as an entrepreneur.

The promise is this book will teach you proven techniques to conducting insightful customer interviews to deeply understand your customers’ needs and build products they truly want. So that’s a that’s a great example. Another problem, feeling stressed and unprepared when facilitating workshops or presentations. What’s the promise? Follow the step by step framework in this book to design and deliver engaging impactful workshop workshops that wow your audience.

Here’s another great one. Wanting to develop a consistent writing habit, but lacking motivation or desire.

This book provides a structured plan with actionable daily exercises to help you build a sustainable writing practice and make progress on your goals.

And then the last one he gives is, desiring to be more productive and make better use of your limited time, learn productivity strategies based on the latest research to eliminate wasted time, energy, and focus so you can improve the most your most important goals.

So in this case, as you can see, you’re you’re clearly aligning the the promise to the problem.

Once you understand the problem, you align a promise, and you state your promise, then you go into what he call what he calls as drafting your your table of contents. Now, again, there’s specific requirements on this.

You’re gonna add detailed subsections under each main section to further break down the specific lessons and takeaways.

You’re gonna test your table of contents, by having teachable conversations, he called them, where you attempt to actually deliver the promise value to your potential reader step by step. He suggests interviews and and, surveys. We can use AI for that. But, again, I’ll give you both message. You you can choose which one you want. Here’s a great example of the before and after for a table of contents. This was an actual book where the table of contents was just pine, willow, popular oak.

This table of contents, it just lists the names of different trees, but it doesn’t convey what the reader actually learned out each one. And here’s a here’s a great example of a good table of content. So instead of pine, it’s pine for fire starting wood and bandaging injuries. Willow for carving, weaving, finding water as a and as a pain killer, poplar for carving, kindling, containers, and treating infections, oak for construction, crafting, cold fires, and medicine.

So it it it it’s very specific, and it describes a specific outcome from each in the table of contents. So it’s very important.

The next one is writing your cover, and, again, it’s a formula.

And it’s for your cover, he says, you know, you write your clickable cover that makes an unmistakable promise about the value benefits that you will receive.

So the cover should make a clear promise, of course.

The title or the subtitle should explicitly describe who the book is for, the benefit outcome, and the text and imagery conveys a a core promise at its glance. And you’ll notice a lot of this stuff is is pulled from copywriting as well. A lot of this stuff is sales letters.

It just framed differently. Even the the the problem solution, formula that he says to use to write your promise is is literally problem solution or problem acetate solution for copywriting as well. And, again, if you’re gonna use the cover, he gives this multiple times. It’s how to stay alive in the woods.

So what we’re gonna do now is we’re gonna go through this this process that he talks about, which is scoping, and we’re gonna apply the steps using AI. So what I’ve done is I’ve created and I’ll give everyone access to this at the end. So, we’re covering this part, and this is gonna be like I said, this is gonna be enough for you to have your table of contents, have your book, ideas for your book title, and then you can start showing it to people and then start drafting your book as well. The writing and the drafting phase at the end, I’m gonna show you how to use chat or get chat t GPT to emulate your writing style or a specific writing style that you wanna emulate.

In my case, I’ll explain. When we get there, I’m writing a book on effective delegation. There’s a specific book that I really like, and I like that writing style. So I’ve I have AI analyze it and do a style guide and produce a style guide that I can input and use as a database.

And then moving forward, it’s gonna emulate that for me. So I’ll teach you how to do that at the end as well.

So here’s the first prompt for the scoping, and I’ll I’ll do a couple of them as well depending on how much time we have. Now the first step is you really you wanna define your, the top ten problems that your ideal reader wants to solve.

In this prompt right here, we are we’re instructing chat TPT or whichever you use, to look for the most pressing problems of your ideal reader, based on the specific criteria. The criteria we’re using is directly from the book.

These are exactly the criteria he’s saying. Now we got this from and I’ll I’ll show you a trick on how to get this information from is you can take these books that you wanna analyze and you can you can create your own dataset from them.

You can you you can create your own knowledge base, and then you can use AI to craft prompts that follow the specific instructions of the book. And I’ll show you how to do that, in a minute as well. So the first step is we wanna take this. I’ll do two example audiences to show you.

Let’s start with, in my case, I wanna start with pop it in. I’m gonna go with, let’s go first time managers. So ideal reader, just replace this.

And then what it’s gonna do is it’s gonna you can use chat GPT for this, which which will give you pretty good results.

Or another one is you can use is scholarly GPT. So what’s great about that one is it’ll pull, its knowledge from a massive dataset of, papers.

So we’ll we’ll do that one next and you can see the difference. Now these a lot of these are spot on if you read them, and it’s quite detailed as well. So once it lists the ten, then it’s just a matter of your you take that ten.

You can put it in your scoping document because you’ll save it for later.

But, we’ll go through.

One that I another one I’d wanna do as an example and just to show you how, you can get some pretty detailed information, especially on the research and discovery phase, is, let’s do it with scholarly and let’s do it for new dads.

Right?

And just to show you how broad, you can you can make this. So this will be new dad. You can also do it new new, new moms entering the workplace, new dads entering the workplace. There’s a lot of you can choose any topic, and it’s really gonna help you dig deep. Now what’s cool about the Scholarly GPT is that it’s basing it off of actual studies and whatnot so that you’ll find the accurate the information is pretty accurate.

And the same sort of concept, you just you take this in, add it to your scoping document, and then you can move on to the next step. Now, I don’t wanna it’ll it’s a run out because of the time. But the next step on that would be now the step is optional here is to in the book, he recommends, to take once you know the the top ten problems, so a new dad’s case, you know, in this case, it’s gonna be balancing work and parenting, sleep deprivation, financial pressure, lack of personal time. As a new dad, I can tell you this is all a hundred percent accurate, as well. Dealing with mental or no physical health neglect, adapting to change self identity. So a lot of these, what do you suggest now doing in the book is to take this information and to write a survey.

So, again, you can use chat GPT for that. I included a prompt if you do wanna do do that. There’s a a GPT called survey, creator GPT. I’ll open that for you.

And what you can do is you can paste the there we go. You can just paste this prompt, if you do wanna do that inside of that. And what it’s gonna do is it’s gonna, create a survey that has two parts. It’s either a survey question or a survey interview that you can send to different people.

I put the output in here for you. You can see what it looks like.

And this is the output. It’ll put it on a scale of one to ten. And because you’re we I recommend that that GPT that you use because it follows best practices for surveys and whatnot.

And then, of course, you would send this or interview, your one reader. In this case, it’s new dad. And you’re essentially trying to figure out, okay, which which resonates with them, the most. And then based off that, we would move to the next step.

So the next step after that is, you know, let’s say that we we are we speak to dads. We’re like, okay. This problem really resonates or it’s first time managers. In this case, what we would do, I know I went through this right here. Let’s go to this is a new dad.

Okay. Here’s the delegation. So I’ll go through I know it’s delegation, time management and delegation.

So what you do is you take this prompt and copy it. Now what this is gonna do, it’s gonna really dig deep into that specific problem, and it’s gonna use the criteria from the book, that we talked about. Because now we know the problem. We wanna understand the goal.

We wanna understand, what we talked about earlier, any questions they have. We also wanna understand any frustrations or problems that they have, related to that specific problem. So we’ll put that in here, paste it, and go up target audience. Here we go.

So first time managers.

And now what’s gonna do, it’s gonna based off the criteria of the book, it’s gonna really dig deep and so you can get in into the mind of the, the reader.

And this is building now we understand the top ten challenges. We we’ve narrowed that down to getting into the understanding the the mind of the customer, the the reader, and crafting our table of contents and also our book title as well. Now what I did in this case is you just copy and paste it, put it in your scoping document, and you can study it later. And it’s pretty detailed stuff. Like, it it it talks about personal and professional growth, why they’re motivated profile. It goes into detail quite a bit.

And if you do read the book, you’ll see that these are aligned with with everything that he mentions to, to do. You may not agree with all of it, but we’re using his criteria to, define the to define the stuff. So next is to, get an even deeper understanding.

Now now we know it’s first time managers. We know the problem. The core problem is effective delegation.

Now we wanna get in to deeper understanding. And we for effective delegation, we wanna know which skills they wanted to develop. So we’re gonna ask AI, specific questions, including why questions.

We’re gonna we’re gonna wanna know the the, the skills it wants to develop, the frustrations and the fear, any specific questions, and then any goals. And then we’re gonna ask we have specific criteria that he discusses in the book to get an even deeper understanding. So So what we’ll do is we’ll paste this.

And remember, all of this information we’re gonna be using for our table of contents and our book cover as well, which is I was pretty surprised the book. The GPT nailed it quite well. So we’ll paste this in.

Here it is. So d and this is deeper, deep in our understanding of the most pressing problem identified earlier, which, of course, was the delegation for our reader. We click on this. And now it’s gonna give me specific skills that the the reader wants to develop, specific questions it wants, answers to.

Because remember, we’re we’re promising something in this book. Right? So it has to be actionable because it has to be a useful book. So what we’re doing is we’re layering in and layering it, and we’re we’re getting to the meat and potatoes.

But because we’re going it from different angles here, we’re coming from a skill development angle. We’re coming from a fear and frustration angle. We’re coming from an answer and question angle. We’re also coming from a goal angle.

We can tackle different promises, and we can test which ones resonate better. So that’s that’s the ultimate, goal that we’re doing here. So, again, copy and paste this, put it in your, your scoping document.

Now the next step when that’s done is now we get a handle on our most pressing. And I’m I’m sort of going through this because we’re limited on time, but, ideally, you’d wanna analyze this and and read through it. I did this do with copywriters as well. So I’m gonna there’s a book called, Creative Under Pressure that I’m gonna write because it identified with copywriters.

One of the biggest challenges is wanting to, maintain creative or be creative when they’re still facing all these tight deadlines and they feel rushed.

So that’s a pre engaging topic. So I’m gonna write a book on that as well.

Let’s do the next step. Craft a tangible promise. So this is the fun part. Now we know the problem, the core problem, delegation, you know our audience. Now we’re gonna ask ChatGPT to craft a clear promise that we can start testing. And, again, this is the structure of the book, to the letter, including the skills, the promise that they need, the fear frustration, the promise that addresses that. We paste this in.

So here we go. So the first one is the need to craft a promise, is skill development. So many new managers struggle with establishing authority while maintaining a positive relationship with former peers. Here’s the promise. If your new manager finding it challenging to balance authority with, camaraderie among your team, then this book will teach you practical leadership skills. The next one is understanding the fear and frustration.

The another one is the identify the problem, new managers. Asserting authority is a good one. You know, if you’re a new manager pondering how to assert your authority effectively without alienating your team, this book will offer you clear guidance. So what we’re doing now is we’re aligning the the promise based off the, problem, but this we’re we’re categorizing the problems, again, based off skill, fear, question, or goal. Now once we’ve done this, we have our promise, we have our need.

You can go on to the next step, and you can test this if you want. You can take this prompt, put it into the survey GPT. And what what that will do is it’ll craft a series of, survey questions that you can either email, or if you want to, you can interview them. And the goal of that is to determine which promise out of everything we just mentioned sort of resonates with the reader, and then you can you can use that to move on to the next step, or you can just use chat tp t. I’m not gonna do this because I’m I’m pretty confident in the results that that chat chat t p t is writing. I’m gonna move on to the next step.

He talks about in the book, you know, who the book is for and not for.

So what I’m gonna do is now I know that the the reader, I know the core problem. Now I wanna draft who the book isn’t for is not for. And I wanna not only decide who the book oops. Sorry about that. Okay. So the next step is we’re gonna we wanna write, or decide who the book is for, who the book is not for, and what the book will not cover. So now Chat EPT understands our audience, the core problem.

It also has a handle it can also tell us, okay, who is the book not gonna cover, and it’s gonna write that for us here. Again, these are all the requirements that it talks about in the book, with clear examples of each one. So then it’s just a matter of pasting it in. Now this is important as well because this is gonna be one of the first sections on your book that, and he talks about, you know, you wanna highlight exactly who the book is for, who it’s not for.

So when I look at it right away, I’m gonna say, you know what? This book is for me. It’s not for me, and I’m gonna make that decision. And not to go really broad, because if you go broad, you get a lot of four star reviews.

It’s like, oh, this was a good book, but it wasn’t really for me. You wanna avoid that. And by highlighting who this for isn’t for and being ultra specific, new managers who wanna learn how to delegate, It’s not for, leaders with a lot of experience.

It’s not for non manager skills. Like, it it’ll break it down for you. I’m gonna include this in the the table of contents. So I would copy and paste this, put this in the scoping document.

The next step here is to write a recommend recommendation loop. Now this is cool because a recommendation loop is he talks about it, and we’ve all done this where, okay. I have a problem, and let’s do presentation. So I have a presentation coming up. You know, I’ve never done a presentation. I need to learn how to do this.

I’m talking to a friend at work. A friend says, yeah. Yeah. I I was doing presentations.

I read this great book. You should check this out. Oh, what is it called? I go read the book.

I implement it. I hold a successful presentation, and then I recommend it to someone else. That’s called a feedback loop. And in the book, he recommends that you write that, and it’s a dialogue between two people based off your specific problem, which is which is pretty cool.

So I’d paste that in as well.

And remember, I’m I’m layering this off of, each step. So now it’s gonna analyze it based off the problem, and it’s gonna write a a, a recommendation loop for me.

And, of course, what I would do before is you you take that. Here’s the recommendation that it, it did before, and it breaks it down for you. It’s triggering the need, mentioning the stress, and it’ll create a dialogue from start to finish. In this case, it’s, you know, she’s, Saris is is struggling with her colleagues. She’s struggling with her new roles in the manager and delegation, and Tom gives her advice, recommends this book. She applies the book, and then they call it closing the loop where she she’s like, hey. I had a great experience, and then she recommends it to a colleague.

So that’s what that’s what it’s, he refers to. And, so this is gonna write a complete recommendation loop for you as well. And, again, copy and paste that, put that in your scoping document, and move on to the next step.

Now we get into the fun stuff, which will be the table of contents. Now table of contents is, it’s, we talked about that before. It’s there’s a specific criteria he says to focus on. It’s solving the problem. It’s actionable.

So we’ve taken all the criteria from his book. We’ve taken the exact output that he suggests, and he gives some great examples. So we’re just gonna copy this in.

And now ChatGPT knows, who the book is for, who the book is not for. ChatGPT knows the core problem we wanna solve. It’s recommended potential promises, to solve that problem, identifying a goal, a challenge, or frustration depending on which angle we wanna go with. Now based off that information, gonna go ahead and it’s gonna draft a table of contents for me.

Now the, and now what you wanna do at this stage is you’ll take this table of contents and you can start testing it with people. You can put it in front of new managers.

You can ask people for certain feedback. You can tweak it. If you’re not happy with the first run, then, of course, you can, you can just have it rewrite it as well.

So I took this well, it’s running through because of time right now. Put it I put it into the table of contents here, and, it was spot on. It, I like this one better because it it it laid the foundation. One trick I had, if if you do so he does mention too, if you’re gonna write a useful book to make sure that it’s it’s timeless.

Right? It’s it’s not to not to align it with certain technologies that won’t be around in, say, a year or two years. Right? So one thing that I did is they’re the business book here on, like, the top one hundred tools you need to succeed.

And in that is the delegation process or as other business, frameworks that are using the financial world, like balanced scorecard.

So you can take these proven timeless frameworks and you can ask AI to, draft a table of contents around this framework that then aligns with your reader and the problem they wanna solve. So that’s gonna solve sort of the timeless take that we were talking about.

Next step we do after that is the book cover. Now this this is a fun one as well.

The book cover is there’s certain criteria that, we talked about in there. Now this one, you want to update a few things, on this as well. So you wanna paste this in just because it’s a bit more accurate. And it’s gonna give you ten potential book titles. So I put first time managers and most pressing, which is delegation, which we figured it out.

So now it’s gonna suggest some book titles.

Some of them you like, some of them you won’t. Some of them for there’s other titles I gave, and I’ll show you in a second that I love.

The copy running one, I absolutely love.

And, the the original title that it said, I made some tweaks to it. Now this is the criteria he recommends as well. You could use, copywriting formulas here if you want. There’s other formula that you can find. Test that. But this is based off the criteria he suggests that’s embedded into the into the, the prompt.

So now you have your titles. And, of course, you can you just you paste it in here. And now you have your table contents. You have your, your title.

You have everything done in the first part that he talks about, which is your your scoping document. So you’re like, what’s the next step? So the next step is to, take this information and you can use some type of writing tool. What I use is, it’s a lifetime value.

I don’t know if anyone’s ever heard of Atticus.

So there’s three books that I’m I’m gonna start, writing. The first one is the one we just went over, is the effective delegation for first time managers. I think that’s a great a great title.

This is the outline that I talked about, which is based off the framework. So it’s, I have my outline. I have the premise. I have the title. I can start testing it, and these are the the the other headlines that I I may test as well. And that’s all from the scoping document. It took me about a half hour to put this together.

The other books that, based off other research I did, the other book I wanna write is, of course, write useful books with AI, which is the process I’m going through right now. I’m gonna take that and I’m gonna write a book on it, as well. Well, that’s an obvious no brainer. And then this one, which is really cool, is creative under pressure.

I went through that exercise, and I told you earlier that copy that was one of the top challenges that I realized with copywriters is this need to feel to be creative.

But how do you juggle that, especially with all these tight deadlines? So it’s offering actionable tips and incorporating AI or some angle I have to think through on it.

So you put your title in there, you put your headline.

And, on the next step in here, another this is a big one as well, is the drafting.

So, this is all about writing, and you may agree or disagree on this approach, but, the there there’s plenty of books in that right now that are a hundred percent AI written that are making a lot of money.

If you wanna go that route and there’s a certain style you want, this is how you can do it. What you’ll do is you’ll take and I’ll include the prompt for you as well.

You can copy and paste this prompt into, chat GPT or any any that you want. And what this is gonna do is it’s gonna write a style guide for you based off your writing that you want. Now when I say style guide of your style, what I’ll do is let’s start a new one here. I’m gonna paste this in. This is a book that I really, really like. This is a book on delegation that, was was number one seller. It sold really well, and it tells an engaging story.

It, it’s not dry. It’s like a new manager. What he is what he experiences. There’s a lot of dialogue. It’s just a great writing style that I like. So all you need to do is if you find a book that you like or someone else’s writing, it could be a blog, it doesn’t matter what it is, then just go ahead and copy the whole chapter and paste that into the prompt. And you wanna find the the section here where it says examples right here, and just go ahead and replace that.

Okay? And then enter. And ChatTPT is very good at this. Claude is very good at this as well. So it’s gonna analyze this writing style, and it’s gonna write us, a, style guide for me. It’s gonna look for pattern recognition, adjectives, adverbs, and it is spot on. And it’ll give you an example, at the end, this will pass one hundred percent AI detectors, guaranteed.

It’ll it’ll show as one hundred percent human writing because it’s basing it, of course, off the human human writing. Right? So when this is done, you can take this.

And just before you’re gonna write a book or if you just wanna do an outline, with your spit draft or what it is of that chapter, you do very high level. And then you can copy and paste this, and you can see how it’s doing the dialogue, which is just exactly how I wanted. You would copy paste this in here. Save this as your style guide somewhere. You could put it in the prompt if you wanted to.

Okay. And just, write like me.

And now you have your own personal style guide that you can use. And when you’re starting, a prompt, you can just, you know, copy this, put it in here. This is gonna tell ChatGPT exactly how you write your your the style guide, everything it needs to know to emulate your running stuff. And then you can just put your outline here or what you wanted to write. It’ll emulate that for you as well.

I’ve done that with with these sections. So here I’m at with the to taking that process. And keep in mind, this this was a day. Okay? This is, like, maybe three hours getting to this step.

Effective delegation for first time managers, table of contents, the the the book titles that I’m gonna test, the introduction, the all the chapters, what’s book covers and what it doesn’t. I have all that in a scoping document. So I can just take this, copied it, put it in my writing style, and chat GPT will write it. Here’s the first, here’s chapter four foundations of delegation.

Here’s what it’s written so far. It’s the dialogue I want. It tells an engaging story of a new manager who’s learning how to delegate. He has the specific problem that I’ve discovered, the specific scenario, the specific problem, sort of promise, and it also uses the framework from this business book as well. So it’s timeless as well. Right?

And I’ll repeat that process through each, for each one, including the preparing to delegate, and then I’ll just rinse and repeat.

A tip on this is to, especially if you’re looking at a certain, topic is to, if you can find it, like, this was on AppSumo when it was available. This this is a database. So what you can do on these is is find a book or a topic that you like, and then you can add let me go to chatbot here.

You can go in and you can create a prompt, for it. You can upload the book. Okay? So all of these are books here that I that I’ve uploaded, including, like, patient dataset.

So it’ll only pull from that. And then you can you can instruct it to act as a writing coach and that author, and you can put your prompt in here. And then you can use this as a reference guide when you’re doing your research as well. Now a a trick on this as well, if you’re if you’re reading a book and you wanna create your own prompts or or concepts, is, ask this to use the book as its own dataset and then ask it to explain the concept in the chapter.

And once it’s explained the concept, then ask it to write step by step actionable, process to achieve that concept and then ask it to turn that instructions, that step by step process, go to chat GPT, and explore. You’re gonna see different different type of, GPTs that you can use here. One of them is called, prompt.

Here we go.

And you can pull this up. There’s prompt engineer, prompt perfect. That that’s a that’s a good one. You can paste those instructions into prompt perfect, and it will write a prompt for you to achieve the exact outcome that the author suggests based off his criteria.

As you can see, yeah, that’s pretty powerful, and you can align that with different books, and different strategies that you want depending on the angle that you wanna use. So if you can get a hold of this, definitely do it because you can build your own your your own datasets.

That’s it, in a nutshell.

I’m gonna put this online in one of the groups.

It’s gonna take me, I imagine, about two weeks to publish the book on delegation.

I’m gonna publish it to Amazon. I’m gonna put it up, and then we’ll see how it goes. But, it’ll be interesting. And then I’ll share additional processes on that as I go through it as well and all the prompts. So go ahead and bookmark this, this page, and I’ll share it with everyone as well.

And just a systematic process. You know?

Go step by step and and learn as you go, and then you’ll see different opportunities and and go from there.

Any questions that I can answer for anyone?

Jess had one. How are you planning on testing the titles?

Well, that’s you can do a survey. Right? It’s you can I can put it in front of people?

You can find first time managers. Right? You can test them. You can do interview questions, or you can send a survey if you want. K. Easy.

There’s a test I forget what it’s called. There’s a tool we’re at. You can actually pay as well, the split test. And people you can use Google Ads if you wanted to test book book titles as well or book covers.

I’m not gonna do any of that. I think that AI is to the point right now where I can get a pretty good idea. Like, I’m I’m more than comfortable with launching with effective delegation for first time managers. I think that’s clear.

It meets the purpose. It’s spot on. I’m not gonna see how it goes. But, but, yeah, the you can, and I’ll I’ll forget I forget what tool it is, but I’ll I’ll send it over.

He talks about it in the book that you can use to test as well.

I think Naomi just she chatted over Liza.

That’s the only chat that I use to, test different ads.

So you can It could be.

It could be.

Testing, and there’s a really wide variety of criteria you can choose from.

What’s it called? Sorry. It could be the one I’m talking about.

It used to be called UsabilityHub, and they’d be branded as Listener. And you can do five second tests. You can Yeah.

That’s the one.

Upload up until six different yeah. Yeah. I you can do without a subscription, you can do tests with one question, I think, one or two questions, and then just pay for that test.

And I think it it’ll cost, like, fifty dollars per test.

Yeah. That’s the one he talks to. I’m pretty sure that’s the one he talks about in the book.

Yeah. It’s a great, great platform. I’m busy over here.

Is anyone here writing a book? Anyone have any plans to write a book at all?

Abby and I are both writing books right now.

Are you using AI at all?

Or I don’t I would imagine.

I don’t take my word for it, but I I don’t think Abby is. I am. So, but this is really helpful because I’ve, I don’t know. What I’ve been coming across lately when I’ve been doing work is, between chat g p t, and then I’ve been getting into Claude, and then, oh, I just started on another one.

But I found it interesting because I did the same process the first few steps, kind of similar to yours but different. And I couldn’t believe I was using ChatGCT four, like, the whole thing, and I did it two different times and two different things, and I couldn’t believe how incredibly different the outputs were.

And, so I was like I don’t know. I think where I go a little bit wrong with AI is I like to see the different outputs among the different tools, and I struggle to stick with one because I like a piece of one, but then I like a piece of the other. And, and then I don’t know which one to commit to, and then it gets really jumbled when I’m trying to keep, you know, the whole conversation going with the chat so that it remembers and tracks and I don’t know. So that’s just been my I don’t think I have ADHD, but I definitely have an organization problem. So I you know, that’s just what I’m working out with as I write the book. So I appreciate the process, Shane.

Are you using Scholarly to, the so when I did the the spot on what Scholarly is really good as it’s, like, list the specific problem of this group, and then it links and it references actual studies.

Yeah. No. I haven’t. I was actually searching for that because I I hired a freelancer to do some work for me, and I’m like, I know there’s one where they will reference journals and things like that. So I appreciate you saying that. Yeah. I need to get it.

It’s in there, the link. I did link to it as well as it prompts.

And I did use Scholarly. I found the results were, were really good with Scholarly. There there’s a few of them in there that and the I like how it references. Another, search engine I’ll share my screen with you.

This is a really good one you’re gonna like.

And I’ll do one with you right now is have you used, perplexity at all?

No. So perplexity is cool because what it does is so let’s take this the core problem here. Okay. Here we go.

Most pressing problem. So what it’ll do is it’ll actually pull different references from the Internet, and, I use this one quite a bit. So let’s go here. This is fine.

Identify the most pressing problem of, let’s do, like, first new dads. Right? And what it’ll do is it’ll search, and it’ll pull and link to the actual references that it pulls. So this is searching Bing right now and using Bing.

And it’ll it’ll still stick to this criteria, but it’s gonna give you it’s gonna link to actual sources as well. So try this one.

Okay. Love it.

Difference between perplexity and Scholar GPT is what one scholar is peer reviewed and perplexity is just pure quality.

Everywhere. We it’s, like, pulling different like, this will pull from Reddit forms. Like, see all these here. Right. These are all the places it’s pulling it from.

Yeah.

What’s cool is that you can see like, some of these are yeah. A hundred percent is gonna be right. Some of them are are, you know, advice for dads. Some of this I can okay.

Just a heads up. Let me let me also explain this. I can control these rankings as well. So we’re we’re doing this now where these are pretty easily to, to manipulate these rankings as of now because they’re trying to figure out their algorithm.

Like, back in the days of Google when it first started, you know, it was easy to rank.

And the thing to be careful about this is, like, if I put in into this right now, I said, you know, will AI take over an industry?

It’ll say no. But then if you look at the sources that it’s referencing, these people have a vested interest in AI not taking over the industry. So you have to difference with this one.

However, now this one right here, scholarly, this is gonna pull from, is, two hundred million plus resources built in. Like, it’s an actual database, and these are, like, Google Scholar, PubMed.

So you can pretty much trust these results. Right? You still wanna verify, obviously. Right?

But you’re gonna you’re gonna get some pretty good you’re gonna get some pretty good information from this, and it’ll reference the sources as well. What I would do is another option, if you’re doing your research, is to take this. Okay? Find a assign a study or a journal and upload this to so all of these files here, these are books. So if you buy a book from Amazon, okay, you buy a book, you can upload to your own dataset, and then you have your instant look, I don’t read books anymore. I ask for summaries, and I and I create a bot that analyzes the book for me, just answers it when I need the information.

That’s a better approach to take if you can.

And then find a journal or a study and then just create prompts and a bot, like a chatbot, to analyze the different stuff. Right? Like, we use it for datasets for patients, write great leads, all that stuff, and that’s what I do now anyways. This is great for research. Amazing for research.

On that note, Andrew wants to know if you can recap the different tools and GPTs used in the process and what they do and how they connect.

Just so they’re all all the you mean the tools is in, the prompt tools or the different I think the one that I’m most interested in is how the one that you were just showing us, the four AI, where you can build the knowledge base from books. Like, it Oh, okay.

Yeah.

Connect to chat GPT. I got it.

My I was just curious about So this isn’t connecting to chat GPT.

This is, this is creating your own knowledge based dataset. Okay? So this is this right here is and and that’s a different so chat GPT pulls from a a a data it’s itself well, not self learning, but it pulls you can create your own dataset from this. So I can upload a book, a document, and then I can create a bot to only analyze that specific book or document and become an expert at that and then ask you questions.

Okay. And and what’s what’s stopping you from, like, I don’t know, putting a a PDF of the book into, the custom GPG, like, knowledge base instead. Like, why, like, why doesn’t that work as well as this?

Because this is this will there’s a with this specific tool, it’s not, it’s not just chat chat DBT. This one you can use, Claude. You can use a a bunch of different, bots as well. So if you open this up, you have different options, and you can also pull API. So you’ll get different results from different ones.

One of the issues is with chat g p t, it may not accept because it’s copyright. Right? It as soon as it reads that like, if you put this into, perplexity, it won’t do it because it it’ll say it’s copyright.

Even though it’s my like, I’m not selling it. I’m not doing any wrong. I’m using it from my own knowledge. I’m not sharing it.

Right? So you this just allows you to to bypass. It’s not it’s more like a third party. That’s why I like it.

And more importantly, the different, you can use you’ll get different results on what you go with. Right? And you can also do your own custom, API, and you can actually get it to do stuff if you want it to as well. You can do this with chat GPT if you want.

It’s not gonna be I prefer this, as well because it it remembers it. It’s always there, and you can just kinda build on it. Right?

Yeah. That was close.

You mean, I think you can get this still, I think you I don’t know if this lifetime this was a lifetime deal, and it’s a steal if you can get it. You get, like, more than enough credits, and you’ll save a lot of cash.

And you got it on that too well?

Yeah. I don’t know if let me see if it’s still available. This is the best one I found.

This is amazing for research. Absolutely incredible for research. Here it is. Research anything with AI.

Now it’s off. If it if it comes back again, I’ll let you know, and I’ll let everyone know. But it’s it’s spot on. It’s, I love this.

This is, like, one of the best tools that I use.

Who doesn’t? Right? And you you can hook this up to Evernote and create your own knowledge base. Right?

All that stuff. All those little bits of information that you’ve always saved and you don’t know what you’re doing with it, you have instant access to it with AI. Right? And you can you can sorta have fun with it.

That was great. Yep. Pardon me?

I said that was great. Yeah.

It’s fun. Combative. It’s, it’s fun. I’m I’m gonna publish the book.

You guys can hold me that too. I’m gonna I’m gonna put the link on. I’m gonna publish the book on delegation in about two weeks, and I’ll add to the process as we go through in including the right like me.

And let’s see how it it goes. Right? There’s there’s a lot of books on there making a lot of money right now that are hundred percent written by AI.

So Mhmm.

Jess has a question.

So if you’re going back through and checking to verify that everything’s accurate, Shane, do you have, like, scope on that? Or, I don’t know. I I, again, hired a freelancer to help me out with, a talk I’m gonna be doing been doing using AI to kinda, I don’t know, just put something together. And I did pay and then, also, I hired the same freelancer when I was doing a competitor audit component of an email program audit.

Mhmm.

And and so I I just was curious if you had any suggestions about when you’re using AI but need to verify any tips, things like that? Because I found in the first like I said, the first time I did the g chat g p t competitor audit, it seemed very spot on when I went to verify on all the competitor sites or socials of what they were leading with messaging wise. Then I did it again on ChatGPT, and I literally asked it.

We’re making assumptions. Right? You’re not whatever.

And he goes, yes.

These are just industry, assumptions, whatever. And, and it was completely off from what each company was really leading with in their messaging, whatever. But, anyway, my point is is, like, I’ve realized the need for a lot of double checking and triple checking, And I was just wondering what your experience was with that with AI.

It it depends on the topic. Right? Like, if you’re talking data where, you know, actual numbers and stats, for sure. But, like, delegation, I’ve been doing it all my life. I’m basing it.

I’m asking AI to, because one of the concepts that’s useful is, like, make sure it’s timeless. Right? It’s it can it can be applied now or twenty years from now, and and I’m just using a proven framework on a business, so I don’t need to verify anything. Yeah.

If I was asking for statistics on delegation or along those lines, I would hundred percent verify it. Right? But if, you know, but it it depends on on what year you can ask. Can you can control it in the prompt.

So, k, we do use we do write stuff for for doctors. Okay? And we do JR, which is he’s twenty years old. He’s not a doctor.

He writes articles using AI on very medical like like, pro like, very medical content, prostate cancer, and he pulls stats. But what he does is he uses we we take, like, the prostate society, we take that database, and we tell AI to only use information from that database. So we’re controlling the source.

Okay. Right? And and if you do that, then it’s not it’s not making any assumptions. And you can in the the tool that I showed you, if you read those those prompts, like, I’m very specific in what I’m saying.

Right? It the the this is this is what I say for the for the book, and this this will give you an example. So I say, as a nonfiction coach, your job is to help students write useful nonfiction books by applying the strategies and tactics from the book, write useful books. The main focus is on is providing clear, actionable tactics for writing useful nonfiction books.

Please provide answers using only the language terms and strategies found and write useful books. When explaining concepts, use direct quotes or closely paraphrase the book’s content without adding information from other sources.

So you see I was very clear and specific about what I wanted it to do. Yep. As long as you you can like I said, like, we this is HIPAA. This passes HIPAA compliance.

Okay? So that’s a perfect example. We have the requirements for HIPAA. We give AI access to it.

We have, the dataset on prostate cancer from a reputable source. And any studies that are peer reviewed, we give access to that. And then we create prompts based off what I just said. And we have a twenty year old who has no medical experience writing detailed white papers about a medic that are then signed off by doctors.

Okay.

So it’s all you can do it. There’s two frames of thought, though. A lot of people say not to write a useful book or do stuff that you’re not familiar with. I don’t buy that stuff. I think you can learn anything. You just have to take time to learn it. I don’t I don’t subscribe to that.

But other people say only do what you know. Data always verify unless it’s your own dataset, but even verify anyways. Right? Like, we do we do social media posts where it’s, like, about health, health topics.

Right? Like, it’s it’s prostate awareness month, whatever it is, and then we’ll we’ll pull stats from a dataset. But but we these stats are from reputable sources. Right?

And you can control the your AI bot to pull from those sources.

Okay. So it’s all it’s all about data. It’s all about where it’s getting information from. Right? That’s what it is. But that’s why I love these tools because you can you can the trick is not to and we didn’t call it a trick.

Forget if you use ChatTPT or any of these tools, have your own knowledge base. Yeah. Create your own specialized knowledge base around a specific topic and train your bot on that to become an expert, and it will. Right? So I have a bot for Gene Schwartz. I literally have his book, and I’ve been using it. And now when I have a question, I ask Gene.

Right? And the dataset is his book. Who doesn’t right? It’s like having access to him. Right?

That’s all.

Thank you.

Pretty cool. Right?

Yeah.

I love it. We’re in a different world. Isn’t this crazy?

I have a question that, maybe should have been asked earlier.

But these books, are you using them just to sell, or is this a lead generation tool? And if so, how do you start thinking about what topics to cover in the lead generation tool?

Sure.

So there’s problem.

Yeah.

So, yeah, that’s the reason why. Right? You you you can definitely use it for a lead gen tool. Like, if you’re especially with those, you know, you’re going into, your specialization and your one thing, then let me share my screen. I’ll show you what I do. And, again, it’s all about AI is broadly defined, and I I include AI as different tools that you can use.

But here you can go, like, the delegation. And there’s tools that it’ll analyze. You’re on Amazon. There’s tools, Chrome tools that you can use, which will tell you the different, keywords that people are searching for that topic, and it ranks them by popularity. Right?

So you can, in this case, I would I would use it for lead gen. Like, it’s solving a specific problem. If I was if I owned a business website, I would possibly offer this as a lead magnet. Who knows?

Or you can launch it on this to build your credibility. Right? And now you’re a published author. Depends what it is.

Some people do make a lot of money. There’s there’s, there’s millionaire this guy right here, Chat GPT millionaire.

Where is it on this? He makes about I think it was, like, five k a month.

And it’s, and it’s a hundred percent written by AI. Right? So there is money to be made. It just depends on what you want to you wanna do. I don’t I’m just doing it for fun. I if I make money, great.

We’ll see how it goes. But I am there is demand for it, hundred percent, and I’ll probably make some money. We’ll see. I’ll share everything with you guys. What do you wanna write your book for? Is it what are you thinking?

Well, I’ve gone on a several podcast lately, and I keep getting asked about about creating buyer personas that work, because for a lot of tech companies just really struggle to come up with a clear picture of who it is that they’re targeting.

Okay. Yeah.

That’s true.

Not something that I necessarily thought would be popular, but a lot of my, a lot of podcasts that I’m going on are demand gen managers. They’re talking about ABM or, PPC, and, those are also my target customers. So Okay.

I thought that would be sort of an interesting middle ground because it’s clearly something popular. And, also, it is not really a service that I offer, but it would be sort of a gateway into a service that I offer. Meaning, like Okay. Creating and optimizing landing pages.

Yeah. Hundred percent. So there’s a lot, like so you wanna I think it’s Gene Schwartz. Like, he talks about, you know, it’s all about demand.

Right? Like, you you wanna anything you do, you make sure that there’s a a need or a want. Like, I’m using my own words, but there’s tons. Right?

So I what I would do is, you know, you look at Amazon and you can see other people have written books. I would purchase those books, download them. I would analyze the reviews. I would actually upload all these reviews inside of ChatTBT, and I would create a dataset.

And I would I’ve from those reviews, I would have it summarized. I would I would PDF I would create a PDF of this. Probably do it now if you wanted to. And then just upload it to, the tool that I have to analyze it.

Then you then I would use, like, SEMrush, to look at keyword data and different things. Like, this is also this is buyer personas.

This is great for volume, but look at this. This is a table of contents in your book. Right? Is it this this is telling you how to outline your book based off real data.

So there there’s a massive need, a hundred percent. I would go a layer deeper, and I I would go, like, forget buyer persona. Like, pick a specific, you know, what are they trying to do with the persona? I would dig deeper on that.

Mhmm. Like, here’s a chapter, buyer persona, and example. These are lead magnets. Hundred percent.

And then I my my brand is called Story Logic, and so I was gonna tie it into different story elements, like how what is the villain in the buyer persona? What is the assistant?

What is Story brands does that plot line.

Have you heard of My Story Brand?

So they do great. Demo solution? Oh, different.

No. I’ll show you here. So, here it is.

Create an account and, it’s it’s hero’s journey, basically, but it’s well done.

So they they take the hero’s journey, you know, Star Wars, Jaws, all those books. And, basically, what they do is they they do exactly what you’re talking about. So this and in the end, you can print this, but it follows the the here the it’s a version of the hero’s journey, basically. Right? And it’s a character who starts the problem, meets a guide, gives them a plan. And then what they do is they take this and they they align this to, story brand.

But the thing is that these are oftentimes not something that tech companies are looking at.

Shit. Are you sure? Really?

I I feel like a lot of the because I work with tech companies that are very, very technical, and very complicated. And so they struggle to understand how to take these concepts and apply it to technology because it feels very consumer ish for them. It feels very, it it feels too b to c. That’s the sort of feedback that I get there. They’re not thinking in that sense.

You wanna know a lot more about features and Benefits.

And different target demographics, and they’re thinking about campaigns and keywords. And it’s just this kind of language is they even if they’ve heard of it, they don’t know how to adapt it to their, to their use case.

So we I can tell you what I know works and what we do is you can take especially for that, like, if what they’re really saying is they they wanna better understand their their, their audience so they can they can make more money. Right? They wanna they wanna get in the mind, essentially. So you can if you look at this, and this is the angle that StoryBrand does, is this right here is actually a sales page.

It just it’s it’s aligned differently. It’s left to right. But if you stack these, it’s a sales page. So if you look at the the templates that they have, these are the different templates, and we sell these.

This is if you if you look at this, it’s it’s a story.

Right? And that’s the sell. And you could they spin this for b to c, but you could easily spin that for for for b to b or or tech, whoever you wanted to target.

You could use the hero’s journey and just stack it so it tells a great story from start to finish. And then that’s that’s this does that make sense? Like, this overlay on top of that?

Yeah. Yeah. I get it. I I think it’s great. It’s just I don’t see that many people doing this for a very technical enterprise level b to b item.

But why? I don’t understand. I know. That’s interesting. Why wouldn’t it?

I don’t know why. Because, I mean, like, I I think that a lot of a lot of people in these fields are and people in upper management are typically engineers, and so they tend to be very, very technical.

And they’re not thinking in a creative storytelling kind of way. They’re thinking about the product, and they’re thinking about getting the product out the door as quickly as possible. And then I also think that, a lot of times, the marketing leaders are or the successful marketing leaders are more involved in campaign management. So they’re thinking about bids, and they’re thinking about keywords and platforms and ABM and different strategies like that, and the sort of storytelling layer comes in later, it’s not the top priority.

But it should. Hasn’t Yeah.

I I agree. I agree. I’m just trying to explain. I especially, I most of the clients that I work with are Israeli, and Israelis are known for being extremely practical, extremely, just pragmatic. They wanna get things out the door. They wanna start campaigns. They wanna launch things, and the strategic element of things sort of falls to the wayside.

So Yeah.

Because it if they’re logical, then they would see, like, it’s it all starts with with keyword. Like, the keyword data on Google is basically the mind. It’s it’s understanding what people are searching for, and you use that to feed your campaign, your AdWords. Like, we make a lot of money with Google Ads.

It starts with keywords. I can tell instantly by looking at a keyword where they’re at the buyers or any stages of awareness, whatever it is. Right? Like, that’s that’s this that would be a pretty easy sell.

I don’t know. That’s weird. I’ve heard that. Maybe maybe I’m just in my own world.

I don’t know.

It’s not it’s not just Israeli I mean, this is this is what I hear. This is what the podcast hosts are asking me. Anyway, I appreciate the answer. I do have to jump.

Yeah. But yeah. Thank you.

Sounds like an opportunity, though. If you if they don’t if they don’t know it, then and it’s like it’s such a no brainer, like, it sounds like you could sell them pretty quick.

Yeah. I mean, I I don’t know if it’s something they don’t know or if it’s something that’s hard for them to flush out and hard to actually execute.

It’s too theoretical.

Well, how are they creating ads, though, if they don’t understand how how are you writing an ad if you don’t understand who you’re writing ad for?

Not not that well.

Well, you can. It’s impossible. It it it sounds like they just need to be informed. Like, it’s like, that’s an opportunity to create a process.

Right? Like, it’s a system that will help them achieve the the outcome they want, which is just that’s what I would do. Anyway, that’s why it’s so weird. I never heard that before.

Yeah.

Each is on.

Thanks, Shane.

Yeah. No worries.

Yeah. Thanks so much.

Any other, questions?

Have fun, everybody. I’ll I’ll share this as well. And I said, give me feedback on my book because it’s I’m gonna publish it. Give me two weeks and see how it goes. Hopefully, I get some good reviews.

And Yeah.

We’re looking forward to seeing it.

Alright.

Thanks so much. Okay.

Transcript

There we go. K. Everyone, everyone can see? You’re good? Okay. So, today, we’re gonna go over, how to write useful books.

And the premise is based around I don’t know if anyone, has read it yet, but there’s there’s a great book called Write Useful Books by Rob Fitzpatrick. And, it’s a very systematic approach to to writing the book, and a good analogy is Joe’s research and discovery phase. It’s really getting into the mind of cost of the customer, understanding the problem, that they wanna solve, and then crafting a promise or solution to solve that problem. So what we’re gonna do is we’re gonna take that concept, that he talks about in the book and the step by step process, and we’re we’re gonna use AI, to streamline a a lot of it today.

Now the book is essentially broken up into here’s a a diagram of each phase of the book, and, essentially, it’s broken down or the process is broken down into scoping.

And scoping includes really, you know, who you’re writing for, what they care about, what problem are they trying to solve. And then based off that, you craft a clear, clear promise.

Then more importantly, you you decide who the book isn’t for and what the book isn’t gonna cover. And then once you have that information, you can start drafting your table of contents, and then you create something that’s called a recommendation loop. And I’ll give some examples, in a minute on what that is. And And then you’re using this information to essentially, you can survey people, you can interview people.

I gives I’ll show you how to do that. If you really wanna do that, I’d I’m gonna write a couple of books, and I’ll show you where I’m at with these. I’m not gonna do that. I think that with AI, you can get enough information, session today, you’ll have what’s called a scoping document. And the scoping document will be similar to this.

And the scoping document will be similar to this, which is gonna be your table of contents, your top ten problems, the the interview questions, really getting into the mind of the customer that then you can use to start creating your book. And then, of course, I’ll get into that sort of the the process where I’m at it with it and whatnot.

The let’s start at the first step on that. And the first step he talks about is really it’s define your ideal reader and the specific problem they wanna solve. So this is this is copywriting in a sense. You know, you wanna you wanna know who you’re writing for.

Oh, you’re you can hear me okay? There’s oh, I thought I heard a noise in the background.

Now he defines the problem as loosely or the problem is loosely defined as a skill the reader wants to develop, a fear or frustration they have, or a question they need an answer to, or a goal they wanna achieve. So when you when he says problem, he’s defining it very loosely.

The whole concept of the book is really to you wanna get into the mind of the customer, we call it, and copywriting direct response. In this case, we’re getting into the mind of the reader. We’re trying to really understand, the core problems so we can truly write a book that is useful.

The first step, of course, is to write your clear promise. Now he talks about the way he frames the promises, the key in framing of promises around solving a core problem or frustration or achieving a tangible outcome. So, again, it’s a skill I wanna develop. It’s a fear I wanna alleviate. It’s a question I want an answer to, or it’s a certain goal that I wanna achieve.

There’s a great quote by April Dunford, and she said most books are idea books. You know, that they don’t give you one little word about how to get it done. My book is going to be a book about how to actually do it. And that’s really one of the concepts of this is it’s, it really is writing a useful book, and it’s gonna teach you the actual step by step process. So it’s not theory, and that’s the overarching concept.

The key to identify a very specific problem, and there’s there’s certain processes that you you go through, and I’ll show you how to do them with with AI. But, you state the the problem, then you make an explicit promise.

How he defines the promises, it’s, you’re providing a clear path to that solution or desired outcome that they want. The promise should focus on teaching actionable methods, not sharing ideas. So he gives a great example of a promise of, a book. And this this is a a book that’s very popular, How to Stay Alive in the Woods. You look at that, you and Celine know what it is, and that’s a great example of solves a problem, and it’s a clear promise.

Here’s some examples of problem and promises.

And he the way he structures it in the book, it’s almost it is essentially a formula that you can use, which is great for AI because AI loves patterns. But, he gives some clear examples. So here’s an example of a problem. I’m struggling to gather reliable, customer feedback and insights as an entrepreneur.

The promise is this book will teach you proven techniques to conducting insightful customer interviews to deeply understand your customers’ needs and build products they truly want. So that’s a that’s a great example. Another problem, feeling stressed and unprepared when facilitating workshops or presentations. What’s the promise? Follow the step by step framework in this book to design and deliver engaging impactful workshop workshops that wow your audience.

Here’s another great one. Wanting to develop a consistent writing habit, but lacking motivation or desire.

This book provides a structured plan with actionable daily exercises to help you build a sustainable writing practice and make progress on your goals.

And then the last one he gives is, desiring to be more productive and make better use of your limited time, learn productivity strategies based on the latest research to eliminate wasted time, energy, and focus so you can improve the most your most important goals.

So in this case, as you can see, you’re you’re clearly aligning the the promise to the problem.

Once you understand the problem, you align a promise, and you state your promise, then you go into what he call what he calls as drafting your your table of contents. Now, again, there’s specific requirements on this.

You’re gonna add detailed subsections under each main section to further break down the specific lessons and takeaways.

You’re gonna test your table of contents, by having teachable conversations, he called them, where you attempt to actually deliver the promise value to your potential reader step by step. He suggests interviews and and, surveys. We can use AI for that. But, again, I’ll give you both message. You you can choose which one you want. Here’s a great example of the before and after for a table of contents. This was an actual book where the table of contents was just pine, willow, popular oak.

This table of contents, it just lists the names of different trees, but it doesn’t convey what the reader actually learned out each one. And here’s a here’s a great example of a good table of content. So instead of pine, it’s pine for fire starting wood and bandaging injuries. Willow for carving, weaving, finding water as a and as a pain killer, poplar for carving, kindling, containers, and treating infections, oak for construction, crafting, cold fires, and medicine.

So it it it it’s very specific, and it describes a specific outcome from each in the table of contents. So it’s very important.

The next one is writing your cover, and, again, it’s a formula.

And it’s for your cover, he says, you know, you write your clickable cover that makes an unmistakable promise about the value benefits that you will receive.

So the cover should make a clear promise, of course.

The title or the subtitle should explicitly describe who the book is for, the benefit outcome, and the text and imagery conveys a a core promise at its glance. And you’ll notice a lot of this stuff is is pulled from copywriting as well. A lot of this stuff is sales letters.

It just framed differently. Even the the the problem solution, formula that he says to use to write your promise is is literally problem solution or problem acetate solution for copywriting as well. And, again, if you’re gonna use the cover, he gives this multiple times. It’s how to stay alive in the woods.

So what we’re gonna do now is we’re gonna go through this this process that he talks about, which is scoping, and we’re gonna apply the steps using AI. So what I’ve done is I’ve created and I’ll give everyone access to this at the end. So, we’re covering this part, and this is gonna be like I said, this is gonna be enough for you to have your table of contents, have your book, ideas for your book title, and then you can start showing it to people and then start drafting your book as well. The writing and the drafting phase at the end, I’m gonna show you how to use chat or get chat t GPT to emulate your writing style or a specific writing style that you wanna emulate.

In my case, I’ll explain. When we get there, I’m writing a book on effective delegation. There’s a specific book that I really like, and I like that writing style. So I’ve I have AI analyze it and do a style guide and produce a style guide that I can input and use as a database.

And then moving forward, it’s gonna emulate that for me. So I’ll teach you how to do that at the end as well.

So here’s the first prompt for the scoping, and I’ll I’ll do a couple of them as well depending on how much time we have. Now the first step is you really you wanna define your, the top ten problems that your ideal reader wants to solve.

In this prompt right here, we are we’re instructing chat TPT or whichever you use, to look for the most pressing problems of your ideal reader, based on the specific criteria. The criteria we’re using is directly from the book.

These are exactly the criteria he’s saying. Now we got this from and I’ll I’ll show you a trick on how to get this information from is you can take these books that you wanna analyze and you can you can create your own dataset from them.

You can you you can create your own knowledge base, and then you can use AI to craft prompts that follow the specific instructions of the book. And I’ll show you how to do that, in a minute as well. So the first step is we wanna take this. I’ll do two example audiences to show you.

Let’s start with, in my case, I wanna start with pop it in. I’m gonna go with, let’s go first time managers. So ideal reader, just replace this.

And then what it’s gonna do is it’s gonna you can use chat GPT for this, which which will give you pretty good results.

Or another one is you can use is scholarly GPT. So what’s great about that one is it’ll pull, its knowledge from a massive dataset of, papers.

So we’ll we’ll do that one next and you can see the difference. Now these a lot of these are spot on if you read them, and it’s quite detailed as well. So once it lists the ten, then it’s just a matter of your you take that ten.

You can put it in your scoping document because you’ll save it for later.

But, we’ll go through.

One that I another one I’d wanna do as an example and just to show you how, you can get some pretty detailed information, especially on the research and discovery phase, is, let’s do it with scholarly and let’s do it for new dads.

Right?

And just to show you how broad, you can you can make this. So this will be new dad. You can also do it new new, new moms entering the workplace, new dads entering the workplace. There’s a lot of you can choose any topic, and it’s really gonna help you dig deep. Now what’s cool about the Scholarly GPT is that it’s basing it off of actual studies and whatnot so that you’ll find the accurate the information is pretty accurate.

And the same sort of concept, you just you take this in, add it to your scoping document, and then you can move on to the next step. Now, I don’t wanna it’ll it’s a run out because of the time. But the next step on that would be now the step is optional here is to in the book, he recommends, to take once you know the the top ten problems, so a new dad’s case, you know, in this case, it’s gonna be balancing work and parenting, sleep deprivation, financial pressure, lack of personal time. As a new dad, I can tell you this is all a hundred percent accurate, as well. Dealing with mental or no physical health neglect, adapting to change self identity. So a lot of these, what do you suggest now doing in the book is to take this information and to write a survey.

So, again, you can use chat GPT for that. I included a prompt if you do wanna do do that. There’s a a GPT called survey, creator GPT. I’ll open that for you.

And what you can do is you can paste the there we go. You can just paste this prompt, if you do wanna do that inside of that. And what it’s gonna do is it’s gonna, create a survey that has two parts. It’s either a survey question or a survey interview that you can send to different people.

I put the output in here for you. You can see what it looks like.

And this is the output. It’ll put it on a scale of one to ten. And because you’re we I recommend that that GPT that you use because it follows best practices for surveys and whatnot.

And then, of course, you would send this or interview, your one reader. In this case, it’s new dad. And you’re essentially trying to figure out, okay, which which resonates with them, the most. And then based off that, we would move to the next step.

So the next step after that is, you know, let’s say that we we are we speak to dads. We’re like, okay. This problem really resonates or it’s first time managers. In this case, what we would do, I know I went through this right here. Let’s go to this is a new dad.

Okay. Here’s the delegation. So I’ll go through I know it’s delegation, time management and delegation.

So what you do is you take this prompt and copy it. Now what this is gonna do, it’s gonna really dig deep into that specific problem, and it’s gonna use the criteria from the book, that we talked about. Because now we know the problem. We wanna understand the goal.

We wanna understand, what we talked about earlier, any questions they have. We also wanna understand any frustrations or problems that they have, related to that specific problem. So we’ll put that in here, paste it, and go up target audience. Here we go.

So first time managers.

And now what’s gonna do, it’s gonna based off the criteria of the book, it’s gonna really dig deep and so you can get in into the mind of the, the reader.

And this is building now we understand the top ten challenges. We we’ve narrowed that down to getting into the understanding the the mind of the customer, the the reader, and crafting our table of contents and also our book title as well. Now what I did in this case is you just copy and paste it, put it in your scoping document, and you can study it later. And it’s pretty detailed stuff. Like, it it it talks about personal and professional growth, why they’re motivated profile. It goes into detail quite a bit.

And if you do read the book, you’ll see that these are aligned with with everything that he mentions to, to do. You may not agree with all of it, but we’re using his criteria to, define the to define the stuff. So next is to, get an even deeper understanding.

Now now we know it’s first time managers. We know the problem. The core problem is effective delegation.

Now we wanna get in to deeper understanding. And we for effective delegation, we wanna know which skills they wanted to develop. So we’re gonna ask AI, specific questions, including why questions.

We’re gonna we’re gonna wanna know the the, the skills it wants to develop, the frustrations and the fear, any specific questions, and then any goals. And then we’re gonna ask we have specific criteria that he discusses in the book to get an even deeper understanding. So So what we’ll do is we’ll paste this.

And remember, all of this information we’re gonna be using for our table of contents and our book cover as well, which is I was pretty surprised the book. The GPT nailed it quite well. So we’ll paste this in.

Here it is. So d and this is deeper, deep in our understanding of the most pressing problem identified earlier, which, of course, was the delegation for our reader. We click on this. And now it’s gonna give me specific skills that the the reader wants to develop, specific questions it wants, answers to.

Because remember, we’re we’re promising something in this book. Right? So it has to be actionable because it has to be a useful book. So what we’re doing is we’re layering in and layering it, and we’re we’re getting to the meat and potatoes.

But because we’re going it from different angles here, we’re coming from a skill development angle. We’re coming from a fear and frustration angle. We’re coming from an answer and question angle. We’re also coming from a goal angle.

We can tackle different promises, and we can test which ones resonate better. So that’s that’s the ultimate, goal that we’re doing here. So, again, copy and paste this, put it in your, your scoping document.

Now the next step when that’s done is now we get a handle on our most pressing. And I’m I’m sort of going through this because we’re limited on time, but, ideally, you’d wanna analyze this and and read through it. I did this do with copywriters as well. So I’m gonna there’s a book called, Creative Under Pressure that I’m gonna write because it identified with copywriters.

One of the biggest challenges is wanting to, maintain creative or be creative when they’re still facing all these tight deadlines and they feel rushed.

So that’s a pre engaging topic. So I’m gonna write a book on that as well.

Let’s do the next step. Craft a tangible promise. So this is the fun part. Now we know the problem, the core problem, delegation, you know our audience. Now we’re gonna ask ChatGPT to craft a clear promise that we can start testing. And, again, this is the structure of the book, to the letter, including the skills, the promise that they need, the fear frustration, the promise that addresses that. We paste this in.

So here we go. So the first one is the need to craft a promise, is skill development. So many new managers struggle with establishing authority while maintaining a positive relationship with former peers. Here’s the promise. If your new manager finding it challenging to balance authority with, camaraderie among your team, then this book will teach you practical leadership skills. The next one is understanding the fear and frustration.

The another one is the identify the problem, new managers. Asserting authority is a good one. You know, if you’re a new manager pondering how to assert your authority effectively without alienating your team, this book will offer you clear guidance. So what we’re doing now is we’re aligning the the promise based off the, problem, but this we’re we’re categorizing the problems, again, based off skill, fear, question, or goal. Now once we’ve done this, we have our promise, we have our need.

You can go on to the next step, and you can test this if you want. You can take this prompt, put it into the survey GPT. And what what that will do is it’ll craft a series of, survey questions that you can either email, or if you want to, you can interview them. And the goal of that is to determine which promise out of everything we just mentioned sort of resonates with the reader, and then you can you can use that to move on to the next step, or you can just use chat tp t. I’m not gonna do this because I’m I’m pretty confident in the results that that chat chat t p t is writing. I’m gonna move on to the next step.

He talks about in the book, you know, who the book is for and not for.

So what I’m gonna do is now I know that the the reader, I know the core problem. Now I wanna draft who the book isn’t for is not for. And I wanna not only decide who the book oops. Sorry about that. Okay. So the next step is we’re gonna we wanna write, or decide who the book is for, who the book is not for, and what the book will not cover. So now Chat EPT understands our audience, the core problem.

It also has a handle it can also tell us, okay, who is the book not gonna cover, and it’s gonna write that for us here. Again, these are all the requirements that it talks about in the book, with clear examples of each one. So then it’s just a matter of pasting it in. Now this is important as well because this is gonna be one of the first sections on your book that, and he talks about, you know, you wanna highlight exactly who the book is for, who it’s not for.

So when I look at it right away, I’m gonna say, you know what? This book is for me. It’s not for me, and I’m gonna make that decision. And not to go really broad, because if you go broad, you get a lot of four star reviews.

It’s like, oh, this was a good book, but it wasn’t really for me. You wanna avoid that. And by highlighting who this for isn’t for and being ultra specific, new managers who wanna learn how to delegate, It’s not for, leaders with a lot of experience.

It’s not for non manager skills. Like, it it’ll break it down for you. I’m gonna include this in the the table of contents. So I would copy and paste this, put this in the scoping document.

The next step here is to write a recommend recommendation loop. Now this is cool because a recommendation loop is he talks about it, and we’ve all done this where, okay. I have a problem, and let’s do presentation. So I have a presentation coming up. You know, I’ve never done a presentation. I need to learn how to do this.

I’m talking to a friend at work. A friend says, yeah. Yeah. I I was doing presentations.

I read this great book. You should check this out. Oh, what is it called? I go read the book.

I implement it. I hold a successful presentation, and then I recommend it to someone else. That’s called a feedback loop. And in the book, he recommends that you write that, and it’s a dialogue between two people based off your specific problem, which is which is pretty cool.

So I’d paste that in as well.

And remember, I’m I’m layering this off of, each step. So now it’s gonna analyze it based off the problem, and it’s gonna write a a, a recommendation loop for me.

And, of course, what I would do before is you you take that. Here’s the recommendation that it, it did before, and it breaks it down for you. It’s triggering the need, mentioning the stress, and it’ll create a dialogue from start to finish. In this case, it’s, you know, she’s, Saris is is struggling with her colleagues. She’s struggling with her new roles in the manager and delegation, and Tom gives her advice, recommends this book. She applies the book, and then they call it closing the loop where she she’s like, hey. I had a great experience, and then she recommends it to a colleague.

So that’s what that’s what it’s, he refers to. And, so this is gonna write a complete recommendation loop for you as well. And, again, copy and paste that, put that in your scoping document, and move on to the next step.

Now we get into the fun stuff, which will be the table of contents. Now table of contents is, it’s, we talked about that before. It’s there’s a specific criteria he says to focus on. It’s solving the problem. It’s actionable.

So we’ve taken all the criteria from his book. We’ve taken the exact output that he suggests, and he gives some great examples. So we’re just gonna copy this in.

And now ChatGPT knows, who the book is for, who the book is not for. ChatGPT knows the core problem we wanna solve. It’s recommended potential promises, to solve that problem, identifying a goal, a challenge, or frustration depending on which angle we wanna go with. Now based off that information, gonna go ahead and it’s gonna draft a table of contents for me.

Now the, and now what you wanna do at this stage is you’ll take this table of contents and you can start testing it with people. You can put it in front of new managers.

You can ask people for certain feedback. You can tweak it. If you’re not happy with the first run, then, of course, you can, you can just have it rewrite it as well.

So I took this well, it’s running through because of time right now. Put it I put it into the table of contents here, and, it was spot on. It, I like this one better because it it it laid the foundation. One trick I had, if if you do so he does mention too, if you’re gonna write a useful book to make sure that it’s it’s timeless.

Right? It’s it’s not to not to align it with certain technologies that won’t be around in, say, a year or two years. Right? So one thing that I did is they’re the business book here on, like, the top one hundred tools you need to succeed.

And in that is the delegation process or as other business, frameworks that are using the financial world, like balanced scorecard.

So you can take these proven timeless frameworks and you can ask AI to, draft a table of contents around this framework that then aligns with your reader and the problem they wanna solve. So that’s gonna solve sort of the timeless take that we were talking about.

Next step we do after that is the book cover. Now this this is a fun one as well.

The book cover is there’s certain criteria that, we talked about in there. Now this one, you want to update a few things, on this as well. So you wanna paste this in just because it’s a bit more accurate. And it’s gonna give you ten potential book titles. So I put first time managers and most pressing, which is delegation, which we figured it out.

So now it’s gonna suggest some book titles.

Some of them you like, some of them you won’t. Some of them for there’s other titles I gave, and I’ll show you in a second that I love.

The copy running one, I absolutely love.

And, the the original title that it said, I made some tweaks to it. Now this is the criteria he recommends as well. You could use, copywriting formulas here if you want. There’s other formula that you can find. Test that. But this is based off the criteria he suggests that’s embedded into the into the, the prompt.

So now you have your titles. And, of course, you can you just you paste it in here. And now you have your table contents. You have your, your title.

You have everything done in the first part that he talks about, which is your your scoping document. So you’re like, what’s the next step? So the next step is to, take this information and you can use some type of writing tool. What I use is, it’s a lifetime value.

I don’t know if anyone’s ever heard of Atticus.

So there’s three books that I’m I’m gonna start, writing. The first one is the one we just went over, is the effective delegation for first time managers. I think that’s a great a great title.

This is the outline that I talked about, which is based off the framework. So it’s, I have my outline. I have the premise. I have the title. I can start testing it, and these are the the the other headlines that I I may test as well. And that’s all from the scoping document. It took me about a half hour to put this together.

The other books that, based off other research I did, the other book I wanna write is, of course, write useful books with AI, which is the process I’m going through right now. I’m gonna take that and I’m gonna write a book on it, as well. Well, that’s an obvious no brainer. And then this one, which is really cool, is creative under pressure.

I went through that exercise, and I told you earlier that copy that was one of the top challenges that I realized with copywriters is this need to feel to be creative.

But how do you juggle that, especially with all these tight deadlines? So it’s offering actionable tips and incorporating AI or some angle I have to think through on it.

So you put your title in there, you put your headline.

And, on the next step in here, another this is a big one as well, is the drafting.

So, this is all about writing, and you may agree or disagree on this approach, but, the there there’s plenty of books in that right now that are a hundred percent AI written that are making a lot of money.

If you wanna go that route and there’s a certain style you want, this is how you can do it. What you’ll do is you’ll take and I’ll include the prompt for you as well.

You can copy and paste this prompt into, chat GPT or any any that you want. And what this is gonna do is it’s gonna write a style guide for you based off your writing that you want. Now when I say style guide of your style, what I’ll do is let’s start a new one here. I’m gonna paste this in. This is a book that I really, really like. This is a book on delegation that, was was number one seller. It sold really well, and it tells an engaging story.

It, it’s not dry. It’s like a new manager. What he is what he experiences. There’s a lot of dialogue. It’s just a great writing style that I like. So all you need to do is if you find a book that you like or someone else’s writing, it could be a blog, it doesn’t matter what it is, then just go ahead and copy the whole chapter and paste that into the prompt. And you wanna find the the section here where it says examples right here, and just go ahead and replace that.

Okay? And then enter. And ChatTPT is very good at this. Claude is very good at this as well. So it’s gonna analyze this writing style, and it’s gonna write us, a, style guide for me. It’s gonna look for pattern recognition, adjectives, adverbs, and it is spot on. And it’ll give you an example, at the end, this will pass one hundred percent AI detectors, guaranteed.

It’ll it’ll show as one hundred percent human writing because it’s basing it, of course, off the human human writing. Right? So when this is done, you can take this.

And just before you’re gonna write a book or if you just wanna do an outline, with your spit draft or what it is of that chapter, you do very high level. And then you can copy and paste this, and you can see how it’s doing the dialogue, which is just exactly how I wanted. You would copy paste this in here. Save this as your style guide somewhere. You could put it in the prompt if you wanted to.

Okay. And just, write like me.

And now you have your own personal style guide that you can use. And when you’re starting, a prompt, you can just, you know, copy this, put it in here. This is gonna tell ChatGPT exactly how you write your your the style guide, everything it needs to know to emulate your running stuff. And then you can just put your outline here or what you wanted to write. It’ll emulate that for you as well.

I’ve done that with with these sections. So here I’m at with the to taking that process. And keep in mind, this this was a day. Okay? This is, like, maybe three hours getting to this step.

Effective delegation for first time managers, table of contents, the the the book titles that I’m gonna test, the introduction, the all the chapters, what’s book covers and what it doesn’t. I have all that in a scoping document. So I can just take this, copied it, put it in my writing style, and chat GPT will write it. Here’s the first, here’s chapter four foundations of delegation.

Here’s what it’s written so far. It’s the dialogue I want. It tells an engaging story of a new manager who’s learning how to delegate. He has the specific problem that I’ve discovered, the specific scenario, the specific problem, sort of promise, and it also uses the framework from this business book as well. So it’s timeless as well. Right?

And I’ll repeat that process through each, for each one, including the preparing to delegate, and then I’ll just rinse and repeat.

A tip on this is to, especially if you’re looking at a certain, topic is to, if you can find it, like, this was on AppSumo when it was available. This this is a database. So what you can do on these is is find a book or a topic that you like, and then you can add let me go to chatbot here.

You can go in and you can create a prompt, for it. You can upload the book. Okay? So all of these are books here that I that I’ve uploaded, including, like, patient dataset.

So it’ll only pull from that. And then you can you can instruct it to act as a writing coach and that author, and you can put your prompt in here. And then you can use this as a reference guide when you’re doing your research as well. Now a a trick on this as well, if you’re if you’re reading a book and you wanna create your own prompts or or concepts, is, ask this to use the book as its own dataset and then ask it to explain the concept in the chapter.

And once it’s explained the concept, then ask it to write step by step actionable, process to achieve that concept and then ask it to turn that instructions, that step by step process, go to chat GPT, and explore. You’re gonna see different different type of, GPTs that you can use here. One of them is called, prompt.

Here we go.

And you can pull this up. There’s prompt engineer, prompt perfect. That that’s a that’s a good one. You can paste those instructions into prompt perfect, and it will write a prompt for you to achieve the exact outcome that the author suggests based off his criteria.

As you can see, yeah, that’s pretty powerful, and you can align that with different books, and different strategies that you want depending on the angle that you wanna use. So if you can get a hold of this, definitely do it because you can build your own your your own datasets.

That’s it, in a nutshell.

I’m gonna put this online in one of the groups.

It’s gonna take me, I imagine, about two weeks to publish the book on delegation.

I’m gonna publish it to Amazon. I’m gonna put it up, and then we’ll see how it goes. But, it’ll be interesting. And then I’ll share additional processes on that as I go through it as well and all the prompts. So go ahead and bookmark this, this page, and I’ll share it with everyone as well.

And just a systematic process. You know?

Go step by step and and learn as you go, and then you’ll see different opportunities and and go from there.

Any questions that I can answer for anyone?

Jess had one. How are you planning on testing the titles?

Well, that’s you can do a survey. Right? It’s you can I can put it in front of people?

You can find first time managers. Right? You can test them. You can do interview questions, or you can send a survey if you want. K. Easy.

There’s a test I forget what it’s called. There’s a tool we’re at. You can actually pay as well, the split test. And people you can use Google Ads if you wanted to test book book titles as well or book covers.

I’m not gonna do any of that. I think that AI is to the point right now where I can get a pretty good idea. Like, I’m I’m more than comfortable with launching with effective delegation for first time managers. I think that’s clear.

It meets the purpose. It’s spot on. I’m not gonna see how it goes. But, but, yeah, the you can, and I’ll I’ll forget I forget what tool it is, but I’ll I’ll send it over.

He talks about it in the book that you can use to test as well.

I think Naomi just she chatted over Liza.

That’s the only chat that I use to, test different ads.

So you can It could be.

It could be.

Testing, and there’s a really wide variety of criteria you can choose from.

What’s it called? Sorry. It could be the one I’m talking about.

It used to be called UsabilityHub, and they’d be branded as Listener. And you can do five second tests. You can Yeah.

That’s the one.

Upload up until six different yeah. Yeah. I you can do without a subscription, you can do tests with one question, I think, one or two questions, and then just pay for that test.

And I think it it’ll cost, like, fifty dollars per test.

Yeah. That’s the one he talks to. I’m pretty sure that’s the one he talks about in the book.

Yeah. It’s a great, great platform. I’m busy over here.

Is anyone here writing a book? Anyone have any plans to write a book at all?

Abby and I are both writing books right now.

Are you using AI at all?

Or I don’t I would imagine.

I don’t take my word for it, but I I don’t think Abby is. I am. So, but this is really helpful because I’ve, I don’t know. What I’ve been coming across lately when I’ve been doing work is, between chat g p t, and then I’ve been getting into Claude, and then, oh, I just started on another one.

But I found it interesting because I did the same process the first few steps, kind of similar to yours but different. And I couldn’t believe I was using ChatGCT four, like, the whole thing, and I did it two different times and two different things, and I couldn’t believe how incredibly different the outputs were.

And, so I was like I don’t know. I think where I go a little bit wrong with AI is I like to see the different outputs among the different tools, and I struggle to stick with one because I like a piece of one, but then I like a piece of the other. And, and then I don’t know which one to commit to, and then it gets really jumbled when I’m trying to keep, you know, the whole conversation going with the chat so that it remembers and tracks and I don’t know. So that’s just been my I don’t think I have ADHD, but I definitely have an organization problem. So I you know, that’s just what I’m working out with as I write the book. So I appreciate the process, Shane.

Are you using Scholarly to, the so when I did the the spot on what Scholarly is really good as it’s, like, list the specific problem of this group, and then it links and it references actual studies.

Yeah. No. I haven’t. I was actually searching for that because I I hired a freelancer to do some work for me, and I’m like, I know there’s one where they will reference journals and things like that. So I appreciate you saying that. Yeah. I need to get it.

It’s in there, the link. I did link to it as well as it prompts.

And I did use Scholarly. I found the results were, were really good with Scholarly. There there’s a few of them in there that and the I like how it references. Another, search engine I’ll share my screen with you.

This is a really good one you’re gonna like.

And I’ll do one with you right now is have you used, perplexity at all?

No. So perplexity is cool because what it does is so let’s take this the core problem here. Okay. Here we go.

Most pressing problem. So what it’ll do is it’ll actually pull different references from the Internet, and, I use this one quite a bit. So let’s go here. This is fine.

Identify the most pressing problem of, let’s do, like, first new dads. Right? And what it’ll do is it’ll search, and it’ll pull and link to the actual references that it pulls. So this is searching Bing right now and using Bing.

And it’ll it’ll still stick to this criteria, but it’s gonna give you it’s gonna link to actual sources as well. So try this one.

Okay. Love it.

Difference between perplexity and Scholar GPT is what one scholar is peer reviewed and perplexity is just pure quality.

Everywhere. We it’s, like, pulling different like, this will pull from Reddit forms. Like, see all these here. Right. These are all the places it’s pulling it from.

Yeah.

What’s cool is that you can see like, some of these are yeah. A hundred percent is gonna be right. Some of them are are, you know, advice for dads. Some of this I can okay.

Just a heads up. Let me let me also explain this. I can control these rankings as well. So we’re we’re doing this now where these are pretty easily to, to manipulate these rankings as of now because they’re trying to figure out their algorithm.

Like, back in the days of Google when it first started, you know, it was easy to rank.

And the thing to be careful about this is, like, if I put in into this right now, I said, you know, will AI take over an industry?

It’ll say no. But then if you look at the sources that it’s referencing, these people have a vested interest in AI not taking over the industry. So you have to difference with this one.

However, now this one right here, scholarly, this is gonna pull from, is, two hundred million plus resources built in. Like, it’s an actual database, and these are, like, Google Scholar, PubMed.

So you can pretty much trust these results. Right? You still wanna verify, obviously. Right?

But you’re gonna you’re gonna get some pretty good you’re gonna get some pretty good information from this, and it’ll reference the sources as well. What I would do is another option, if you’re doing your research, is to take this. Okay? Find a assign a study or a journal and upload this to so all of these files here, these are books. So if you buy a book from Amazon, okay, you buy a book, you can upload to your own dataset, and then you have your instant look, I don’t read books anymore. I ask for summaries, and I and I create a bot that analyzes the book for me, just answers it when I need the information.

That’s a better approach to take if you can.

And then find a journal or a study and then just create prompts and a bot, like a chatbot, to analyze the different stuff. Right? Like, we use it for datasets for patients, write great leads, all that stuff, and that’s what I do now anyways. This is great for research. Amazing for research.

On that note, Andrew wants to know if you can recap the different tools and GPTs used in the process and what they do and how they connect.

Just so they’re all all the you mean the tools is in, the prompt tools or the different I think the one that I’m most interested in is how the one that you were just showing us, the four AI, where you can build the knowledge base from books. Like, it Oh, okay.

Yeah.

Connect to chat GPT. I got it.

My I was just curious about So this isn’t connecting to chat GPT.

This is, this is creating your own knowledge based dataset. Okay? So this is this right here is and and that’s a different so chat GPT pulls from a a a data it’s itself well, not self learning, but it pulls you can create your own dataset from this. So I can upload a book, a document, and then I can create a bot to only analyze that specific book or document and become an expert at that and then ask you questions.

Okay. And and what’s what’s stopping you from, like, I don’t know, putting a a PDF of the book into, the custom GPG, like, knowledge base instead. Like, why, like, why doesn’t that work as well as this?

Because this is this will there’s a with this specific tool, it’s not, it’s not just chat chat DBT. This one you can use, Claude. You can use a a bunch of different, bots as well. So if you open this up, you have different options, and you can also pull API. So you’ll get different results from different ones.

One of the issues is with chat g p t, it may not accept because it’s copyright. Right? It as soon as it reads that like, if you put this into, perplexity, it won’t do it because it it’ll say it’s copyright.

Even though it’s my like, I’m not selling it. I’m not doing any wrong. I’m using it from my own knowledge. I’m not sharing it.

Right? So you this just allows you to to bypass. It’s not it’s more like a third party. That’s why I like it.

And more importantly, the different, you can use you’ll get different results on what you go with. Right? And you can also do your own custom, API, and you can actually get it to do stuff if you want it to as well. You can do this with chat GPT if you want.

It’s not gonna be I prefer this, as well because it it remembers it. It’s always there, and you can just kinda build on it. Right?

Yeah. That was close.

You mean, I think you can get this still, I think you I don’t know if this lifetime this was a lifetime deal, and it’s a steal if you can get it. You get, like, more than enough credits, and you’ll save a lot of cash.

And you got it on that too well?

Yeah. I don’t know if let me see if it’s still available. This is the best one I found.

This is amazing for research. Absolutely incredible for research. Here it is. Research anything with AI.

Now it’s off. If it if it comes back again, I’ll let you know, and I’ll let everyone know. But it’s it’s spot on. It’s, I love this.

This is, like, one of the best tools that I use.

Who doesn’t? Right? And you you can hook this up to Evernote and create your own knowledge base. Right?

All that stuff. All those little bits of information that you’ve always saved and you don’t know what you’re doing with it, you have instant access to it with AI. Right? And you can you can sorta have fun with it.

That was great. Yep. Pardon me?

I said that was great. Yeah.

It’s fun. Combative. It’s, it’s fun. I’m I’m gonna publish the book.

You guys can hold me that too. I’m gonna I’m gonna put the link on. I’m gonna publish the book on delegation in about two weeks, and I’ll add to the process as we go through in including the right like me.

And let’s see how it it goes. Right? There’s there’s a lot of books on there making a lot of money right now that are hundred percent written by AI.

So Mhmm.

Jess has a question.

So if you’re going back through and checking to verify that everything’s accurate, Shane, do you have, like, scope on that? Or, I don’t know. I I, again, hired a freelancer to help me out with, a talk I’m gonna be doing been doing using AI to kinda, I don’t know, just put something together. And I did pay and then, also, I hired the same freelancer when I was doing a competitor audit component of an email program audit.

Mhmm.

And and so I I just was curious if you had any suggestions about when you’re using AI but need to verify any tips, things like that? Because I found in the first like I said, the first time I did the g chat g p t competitor audit, it seemed very spot on when I went to verify on all the competitor sites or socials of what they were leading with messaging wise. Then I did it again on ChatGPT, and I literally asked it.

We’re making assumptions. Right? You’re not whatever.

And he goes, yes.

These are just industry, assumptions, whatever. And, and it was completely off from what each company was really leading with in their messaging, whatever. But, anyway, my point is is, like, I’ve realized the need for a lot of double checking and triple checking, And I was just wondering what your experience was with that with AI.

It it depends on the topic. Right? Like, if you’re talking data where, you know, actual numbers and stats, for sure. But, like, delegation, I’ve been doing it all my life. I’m basing it.

I’m asking AI to, because one of the concepts that’s useful is, like, make sure it’s timeless. Right? It’s it can it can be applied now or twenty years from now, and and I’m just using a proven framework on a business, so I don’t need to verify anything. Yeah.

If I was asking for statistics on delegation or along those lines, I would hundred percent verify it. Right? But if, you know, but it it depends on on what year you can ask. Can you can control it in the prompt.

So, k, we do use we do write stuff for for doctors. Okay? And we do JR, which is he’s twenty years old. He’s not a doctor.

He writes articles using AI on very medical like like, pro like, very medical content, prostate cancer, and he pulls stats. But what he does is he uses we we take, like, the prostate society, we take that database, and we tell AI to only use information from that database. So we’re controlling the source.

Okay. Right? And and if you do that, then it’s not it’s not making any assumptions. And you can in the the tool that I showed you, if you read those those prompts, like, I’m very specific in what I’m saying.

Right? It the the this is this is what I say for the for the book, and this this will give you an example. So I say, as a nonfiction coach, your job is to help students write useful nonfiction books by applying the strategies and tactics from the book, write useful books. The main focus is on is providing clear, actionable tactics for writing useful nonfiction books.

Please provide answers using only the language terms and strategies found and write useful books. When explaining concepts, use direct quotes or closely paraphrase the book’s content without adding information from other sources.

So you see I was very clear and specific about what I wanted it to do. Yep. As long as you you can like I said, like, we this is HIPAA. This passes HIPAA compliance.

Okay? So that’s a perfect example. We have the requirements for HIPAA. We give AI access to it.

We have, the dataset on prostate cancer from a reputable source. And any studies that are peer reviewed, we give access to that. And then we create prompts based off what I just said. And we have a twenty year old who has no medical experience writing detailed white papers about a medic that are then signed off by doctors.

Okay.

So it’s all you can do it. There’s two frames of thought, though. A lot of people say not to write a useful book or do stuff that you’re not familiar with. I don’t buy that stuff. I think you can learn anything. You just have to take time to learn it. I don’t I don’t subscribe to that.

But other people say only do what you know. Data always verify unless it’s your own dataset, but even verify anyways. Right? Like, we do we do social media posts where it’s, like, about health, health topics.

Right? Like, it’s it’s prostate awareness month, whatever it is, and then we’ll we’ll pull stats from a dataset. But but we these stats are from reputable sources. Right?

And you can control the your AI bot to pull from those sources.

Okay. So it’s all it’s all about data. It’s all about where it’s getting information from. Right? That’s what it is. But that’s why I love these tools because you can you can the trick is not to and we didn’t call it a trick.

Forget if you use ChatTPT or any of these tools, have your own knowledge base. Yeah. Create your own specialized knowledge base around a specific topic and train your bot on that to become an expert, and it will. Right? So I have a bot for Gene Schwartz. I literally have his book, and I’ve been using it. And now when I have a question, I ask Gene.

Right? And the dataset is his book. Who doesn’t right? It’s like having access to him. Right?

That’s all.

Thank you.

Pretty cool. Right?

Yeah.

I love it. We’re in a different world. Isn’t this crazy?

I have a question that, maybe should have been asked earlier.

But these books, are you using them just to sell, or is this a lead generation tool? And if so, how do you start thinking about what topics to cover in the lead generation tool?

Sure.

So there’s problem.

Yeah.

So, yeah, that’s the reason why. Right? You you you can definitely use it for a lead gen tool. Like, if you’re especially with those, you know, you’re going into, your specialization and your one thing, then let me share my screen. I’ll show you what I do. And, again, it’s all about AI is broadly defined, and I I include AI as different tools that you can use.

But here you can go, like, the delegation. And there’s tools that it’ll analyze. You’re on Amazon. There’s tools, Chrome tools that you can use, which will tell you the different, keywords that people are searching for that topic, and it ranks them by popularity. Right?

So you can, in this case, I would I would use it for lead gen. Like, it’s solving a specific problem. If I was if I owned a business website, I would possibly offer this as a lead magnet. Who knows?

Or you can launch it on this to build your credibility. Right? And now you’re a published author. Depends what it is.

Some people do make a lot of money. There’s there’s, there’s millionaire this guy right here, Chat GPT millionaire.

Where is it on this? He makes about I think it was, like, five k a month.

And it’s, and it’s a hundred percent written by AI. Right? So there is money to be made. It just depends on what you want to you wanna do. I don’t I’m just doing it for fun. I if I make money, great.

We’ll see how it goes. But I am there is demand for it, hundred percent, and I’ll probably make some money. We’ll see. I’ll share everything with you guys. What do you wanna write your book for? Is it what are you thinking?

Well, I’ve gone on a several podcast lately, and I keep getting asked about about creating buyer personas that work, because for a lot of tech companies just really struggle to come up with a clear picture of who it is that they’re targeting.

Okay. Yeah.

That’s true.

Not something that I necessarily thought would be popular, but a lot of my, a lot of podcasts that I’m going on are demand gen managers. They’re talking about ABM or, PPC, and, those are also my target customers. So Okay.

I thought that would be sort of an interesting middle ground because it’s clearly something popular. And, also, it is not really a service that I offer, but it would be sort of a gateway into a service that I offer. Meaning, like Okay. Creating and optimizing landing pages.

Yeah. Hundred percent. So there’s a lot, like so you wanna I think it’s Gene Schwartz. Like, he talks about, you know, it’s all about demand.

Right? Like, you you wanna anything you do, you make sure that there’s a a need or a want. Like, I’m using my own words, but there’s tons. Right?

So I what I would do is, you know, you look at Amazon and you can see other people have written books. I would purchase those books, download them. I would analyze the reviews. I would actually upload all these reviews inside of ChatTBT, and I would create a dataset.

And I would I’ve from those reviews, I would have it summarized. I would I would PDF I would create a PDF of this. Probably do it now if you wanted to. And then just upload it to, the tool that I have to analyze it.

Then you then I would use, like, SEMrush, to look at keyword data and different things. Like, this is also this is buyer personas.

This is great for volume, but look at this. This is a table of contents in your book. Right? Is it this this is telling you how to outline your book based off real data.

So there there’s a massive need, a hundred percent. I would go a layer deeper, and I I would go, like, forget buyer persona. Like, pick a specific, you know, what are they trying to do with the persona? I would dig deeper on that.

Mhmm. Like, here’s a chapter, buyer persona, and example. These are lead magnets. Hundred percent.

And then I my my brand is called Story Logic, and so I was gonna tie it into different story elements, like how what is the villain in the buyer persona? What is the assistant?

What is Story brands does that plot line.

Have you heard of My Story Brand?

So they do great. Demo solution? Oh, different.

No. I’ll show you here. So, here it is.

Create an account and, it’s it’s hero’s journey, basically, but it’s well done.

So they they take the hero’s journey, you know, Star Wars, Jaws, all those books. And, basically, what they do is they they do exactly what you’re talking about. So this and in the end, you can print this, but it follows the the here the it’s a version of the hero’s journey, basically. Right? And it’s a character who starts the problem, meets a guide, gives them a plan. And then what they do is they take this and they they align this to, story brand.

But the thing is that these are oftentimes not something that tech companies are looking at.

Shit. Are you sure? Really?

I I feel like a lot of the because I work with tech companies that are very, very technical, and very complicated. And so they struggle to understand how to take these concepts and apply it to technology because it feels very consumer ish for them. It feels very, it it feels too b to c. That’s the sort of feedback that I get there. They’re not thinking in that sense.

You wanna know a lot more about features and Benefits.

And different target demographics, and they’re thinking about campaigns and keywords. And it’s just this kind of language is they even if they’ve heard of it, they don’t know how to adapt it to their, to their use case.

So we I can tell you what I know works and what we do is you can take especially for that, like, if what they’re really saying is they they wanna better understand their their, their audience so they can they can make more money. Right? They wanna they wanna get in the mind, essentially. So you can if you look at this, and this is the angle that StoryBrand does, is this right here is actually a sales page.

It just it’s it’s aligned differently. It’s left to right. But if you stack these, it’s a sales page. So if you look at the the templates that they have, these are the different templates, and we sell these.

This is if you if you look at this, it’s it’s a story.

Right? And that’s the sell. And you could they spin this for b to c, but you could easily spin that for for for b to b or or tech, whoever you wanted to target.

You could use the hero’s journey and just stack it so it tells a great story from start to finish. And then that’s that’s this does that make sense? Like, this overlay on top of that?

Yeah. Yeah. I get it. I I think it’s great. It’s just I don’t see that many people doing this for a very technical enterprise level b to b item.

But why? I don’t understand. I know. That’s interesting. Why wouldn’t it?

I don’t know why. Because, I mean, like, I I think that a lot of a lot of people in these fields are and people in upper management are typically engineers, and so they tend to be very, very technical.

And they’re not thinking in a creative storytelling kind of way. They’re thinking about the product, and they’re thinking about getting the product out the door as quickly as possible. And then I also think that, a lot of times, the marketing leaders are or the successful marketing leaders are more involved in campaign management. So they’re thinking about bids, and they’re thinking about keywords and platforms and ABM and different strategies like that, and the sort of storytelling layer comes in later, it’s not the top priority.

But it should. Hasn’t Yeah.

I I agree. I agree. I’m just trying to explain. I especially, I most of the clients that I work with are Israeli, and Israelis are known for being extremely practical, extremely, just pragmatic. They wanna get things out the door. They wanna start campaigns. They wanna launch things, and the strategic element of things sort of falls to the wayside.

So Yeah.

Because it if they’re logical, then they would see, like, it’s it all starts with with keyword. Like, the keyword data on Google is basically the mind. It’s it’s understanding what people are searching for, and you use that to feed your campaign, your AdWords. Like, we make a lot of money with Google Ads.

It starts with keywords. I can tell instantly by looking at a keyword where they’re at the buyers or any stages of awareness, whatever it is. Right? Like, that’s that’s this that would be a pretty easy sell.

I don’t know. That’s weird. I’ve heard that. Maybe maybe I’m just in my own world.

I don’t know.

It’s not it’s not just Israeli I mean, this is this is what I hear. This is what the podcast hosts are asking me. Anyway, I appreciate the answer. I do have to jump.

Yeah. But yeah. Thank you.

Sounds like an opportunity, though. If you if they don’t if they don’t know it, then and it’s like it’s such a no brainer, like, it sounds like you could sell them pretty quick.

Yeah. I mean, I I don’t know if it’s something they don’t know or if it’s something that’s hard for them to flush out and hard to actually execute.

It’s too theoretical.

Well, how are they creating ads, though, if they don’t understand how how are you writing an ad if you don’t understand who you’re writing ad for?

Not not that well.

Well, you can. It’s impossible. It it it sounds like they just need to be informed. Like, it’s like, that’s an opportunity to create a process.

Right? Like, it’s a system that will help them achieve the the outcome they want, which is just that’s what I would do. Anyway, that’s why it’s so weird. I never heard that before.

Yeah.

Each is on.

Thanks, Shane.

Yeah. No worries.

Yeah. Thanks so much.

Any other, questions?

Have fun, everybody. I’ll I’ll share this as well. And I said, give me feedback on my book because it’s I’m gonna publish it. Give me two weeks and see how it goes. Hopefully, I get some good reviews.

And Yeah.

We’re looking forward to seeing it.

Alright.

Thanks so much. Okay.

Using AI to Automate Your Proposals

Using AI to Automate Your Proposals

Transcript

So what we’re gonna do today is we’re gonna go through, automating the process to send client proposals. And this is the process we use, and then I’m gonna share the, the spit draft as well. And then, there we go. So it starts with, there’s a couple of key pieces that you want to use when you’re creating your service catalog or when you’re looking to automate the process. And this is how we’re using AI in our agency. We’re really we’re looking at every stage of the the customer journey, and we’re seeing how we can automate or what we can automate.

And then we’re creating processes and systems around that. So, it starts with your service catalog. So this is an example of a service catalog from we swiped this from AWai.

So these these services are actually recommended based off of some study they they perform. So these are the top eighty, conversion copywriting services that they recommend.

So what we’ve done is we’ve we’ve taken these and we’ve, created a brief description about each one, including also what the final deliverable is, the price, and also the timeline.

So this is the first step that you would do to sort of automate the process. One thing to consider as well is, not just the service catalog, but if you have product ties services, then you can create a sort of a catalog of productized services as well. Right? That’s that’s really gonna speed things up.

I’ll include this list as well in the, in the prompt. Now once you have your list of, or your service catalog, the next step, of course, is your statement of work. So the statement of work that we pull from is actually Joe it’s the same one that she uses for Air Story. So it covers all the main pieces, the need, the solution, our services, our team engagement timeline fee, fee summary, payment schedule, next steps, terms and conditions, all all the good stuff.

Once you have your template, which, of course, this is available to everyone, the second step is getting ready for your discovery call. Now the one of the things you need to do is during your discovery call or you should do is use, consultative selling questions. And these are questions that are really gonna probe the prospect because you really wanna get in the mind, understand their their problem, the outcome they want, and you’re gonna use these to guide AI, to draft the, statement of work for you. Now I don’t know what tools everybody uses. We use Nota. I think it’s Nota, so I pronounce it. But in this, you can actually preprogram the the questions that you wanna use.

I did include in the resources action, a bunch of consultative quest selling questions that you can use as well. But in this tool, you can actually pre program them. So then when you’re doing the discovery call itself, these questions, will guide you because it, it, it is helpful, that you ask the, the consulted of selling questions in the same order as the statement of work. You know, you’re starting with the need, which is the problem, you’re agitating the problem.

So you’re you’re aligning the questions to the statement of work, and you’re you’re aligning the framework as well. Now, depending on the tool that you use, you can also program it to, spit out the summary. So when it transcribes the call, it will transcribe it around the that you answered. So you have a nice little package at the end that you can copy and paste and use for, use for the automation.

Now once you’re prepared for the, discovery call, you’re gonna go into the prompt. This is the prompt, and I’ll walk you through each step one at a time.

Essentially the prompt just matches the statement of work. It starts with the need.

The need is now this is important here. I know, a lot of students we struggle with or we wanna capture the voice of customer when we’re dealing the, the prospect after the discovery call. So we found that the best way to incorporate, voice of customer from, from the discovery called transcript is to pretend that you’re a journalist or ask AI to assume the role of a journalist, we found that once you ask Addis in that role, it’s really good at sort of connecting things and using the actual voice of customer in the data.

So the first step is this is called a a chain of thought prompt. So what we’re doing is we’re asking AI step by step to create each each section of the statement of work. So the first thing, of course, is you roll your journalists. The second one is is step one is the need.

We’re asking AI to craft a narrative using direct quotes from the client, during the discovery call, and we want it to outline the the client’s challenges, the solutions, then we go into instructions. Now, there’s a couple of fields here that you’ll wanna update before you use the prompt. The first one is to replace your name. There’s place holders here, of course, replace it with your name.

Replace the, business name with your company name, and, of course, the client as well. We’re gonna actually do a a real client that I had a call with today. Sean, I changed his name for confidentiality reasons, but I’m gonna use this prompt to create a proposal that we can send them to him afterwards as well.

Then we go into instructions.

This is I would suggest if you’re gonna customize this for your own needs is to keep all of all of the instructions to this point. If you wanna start tweaking it, you’ll you’ll build on this. If you wanna make the need section shorter, you’ll just adjust the number characters, if you wanna go for a different voice, this is really where you’re gonna start adding stuff.

Here’s the template, exact same template that Joe has inside of the, the statement of work.

And then, of course, here’s the transcript from the call that I had with the client, and I’ll I will do this with you guys in a second as soon as I I walk you through the process.

The second step is to create your services.

This is this is where the fun part happens. Now, because you have your service catalog here, What you’re gonna do is you’re gonna ask, and AI is really good at this. You’re gonna ask AI to write the need section of your proposal. And then based off what the client’s challenges and frustrations and goals were, AI is gonna analyze your service catalog. And AI is gonna recommend services that you offer to solve the client’s problems, and it’s gonna auto populate that for you.

That’s what you’re gonna achieve in step two. It’s gonna look at your database. You’re gonna upload it.

We included instructions as well. I suggest keeping these instructions because it’s very good at at looking at the client’s problems and then matching the the service and the solution. If you wanna tweak it again, just just continue after after this point. I do suggest we added some personalization.

So as you go through the prompt, it’s gonna it gets gonna use the client’s first name as if you’re having a conversation, and I’ll I’ll show you what I mean by that in a second. Then, of course, we have the template. So what AI is gonna do is AI is gonna look at your service catalog. It’s gonna pull the matching service, and then it’s gonna provide it’s gonna use the copywriting formula problem match take solution, followed by a benefit.

And that’s how it’s gonna present these services to the to the client in the proposal.

Then, of course, we have timeline. Now what’s cool about this is, same scenario. So AI is gonna look at the services recommended from your service catalog. So it’s gonna say, hey, you know, I recommend these many blog posts.

Then it’s gonna look at your service catalog and it’s gonna calculate how much what are we on right now? We’re on the we’re on the price. It’s gonna calculate the price and then it’s gonna update that section for you based off the price that you quoted. So when you do create your service catalog, everything hinges on this, I put a range because that’s what AWS has.

Just make sure you have one amount and always go on the high end, of course. Because AI is gonna use this data to populate the proposal, proposal for your statement of work.

Next section of the timeline, again, same scenario. It’s gonna look at your statement of work. It’s gonna create the timeline. It’s gonna look at how long each deliverable takes, and then it’s gonna add this to the proposal that we’re gonna create as well.

Here’s a quick snapshot of of the output that it’s gonna it’s gonna produce. And I guess we’ll do this real time as well. This is the need the solution, I suggest you you prepopulate this because it’s really gonna be about just a sort of a bullet point.

The services, it’s it’s gonna spit out something like this. It’s gonna follow the formula.

Our team, you wanna prepopulate this. Obviously, you don’t you don’t need I AI for this. Here’s the timeline. So what it did was it’s gonna look at each service.

It’s gonna recommend the landing page. Then it’s gonna look at the timeline And it’s gonna say, okay, you know what? It’s gonna take one to fourteen days based off what you inputted in your in your service catalog. Okay?

It’s gonna give a, sort of, eight to ten weeks a general, a general time frame, then it’s gonna look at budget, and it’s gonna produce a table. And again, it’s gonna take each deliverable. It’s gonna look at the price range or the rate that you you set in your service catalog, and then it’s gonna put match the number that it recommended and then also the final price as well. Payment schedule, these are things you can you can set up on your own next steps. These are general templates.

So what we’ll do now is we’ll go through each sort of step by step process, and I’ll show you how it works. So literally all you need to do is we’ve tested this across the board is just literally copy and paste.

Starting with, of course, go in, you wanna make sure that you replace your name. I did this. Make sure you place replace your company name. I did this and, of course, the client’s name. Then it’s just a matter of copying this over.

This is the transcript from the call. Now what you would do is I just put the script here, but depending on your tool, you would actually just go here and copy and paste the transcript.

As long as you follow the consultative selling questions, it’s gonna ask the questions in the same order, so it’s not gonna be not gonna be a problem. So we’ll go back.

Let me highlight everything.

Okay. We’ll go in, paste it in.

And it’s gonna analyze this. It’s gonna look at the and it’s gonna start crafting the story.

Now what’s cool is if you look at and I included I included the discovery call for you in the in the prompt. If you look at the transcript, and then you look at its output, it matched it word for word. Now, we’ve always struggled with that because AI is really hit and miss. For it to nail that, it’s the role of a reporter.

That’s that that’s what worked. And there’s a big difference if you if you look at this where I said role here, remove this, it’s gonna be hit and miss. But as soon as it thinks it’s a journalist and you can have fun with this too, you can say you’re you’re a journalist from wire magazine or or some other magazine that’s relevant to your client. It’ll take on that set, but it’s gonna look for accuracy and integrity, especially when it’s it’s, you know, it’s stringing sort of, words together or what the client says.

So if you read this, it’s it’s really well written. You know, it, Sean said captivating has challenged. The problem was manifested in the stark numbers around ten thousand monthly visitors. And barely fifty leads.

So it picks up on every point, pretty well. Then it follows the the template, of course. It it met us during, a mutual client. It’s interested in our services.

If you’re okay with this, you can you can redo it if you want. You can regenerate. It’s up to you. I usually just go with the first one.

Then when we go on to step two, step two is this is the fun part. So now that AI is looked at, the call transcript, it understands what what the client is after, the needs, the wants, the challenges, everything. Now we’re gonna ask AI to look at this data. We’re gonna upload our service catalog.

And what we’re gonna do is we’re gonna paste in the second prompt, and this is gonna tell AI to look at our status our our service catalog, I also want you to look at the transcript I uploaded, and then I want you to recommend services that I offer that are gonna solve the client’s needs. And I want you to continue using Sean to make it personal. So click that. It’s gonna analyze the data right now.

Which is really cool.

Here you go. And this has been spot on. It’s it’s recommended the same every single time.

And they’re tailored, you’ll notice it’s using the problematic State solution benefit. It actually highlights. And if you compare this to the transcript, it highlights his struggles directly.

Same thing every single time. It’s the SEO auto responder lead generation page. So it’s it’s been accurate it is good about this. And like I said, it does really personalize this, especially just saying Sean. It doesn’t say Sean Burns. It says Sean.

So if if you’re happy with this, you wanna regenerate. It’s up to you. You can add a service. But the next step I’m gonna do is I’m gonna go in, and I’m gonna look at the timeline.

So now that AI has recommended service that services that solve Sean’s problem, it’s gonna look at my service catalog, and it’s gonna look at the timelines that I suggested. Right? So I said right here is three to five days. And it’s gonna populate this based off of the the services that it recommends.

So in this case, I’m just gonna paste it in. It’s gonna look at the knowledge base again. How you know it’s working, and then it’ll start, it’ll start calculating it.

You know, break it down on phases. It’ll it’ll launch a a phase four for review. Same thing, everything will time. Sean’s feedback, then it’s gonna go in for the final step, which is your investment, the pricing. Now what it’s gonna do in this case, is it’s going to look at your service catalog and it’s gonna look at the price and it’s gonna pull the pricing from this. So I’m just gonna go in and I’m gonna Copy and paste it.

It’s analyzing everything again, making sure it’s there.

Now it’s not when I suggested to do the the pricing, it won’t, because I’m doing a range. I suggest when you do your your pricing stick to one, then it’ll calculate it. There’s an example of a calculating right here, depending on what it is, but that’s for you to try to try to stick to and then it’ll calculate the total here as well.

So now you have all the major parts, and then literally, it’s just a matter of going to the top. And if you’re happy with it, just take this and copy and paste it into your proposal.

Easy.

Your needs section and continue each point, copy and paste, copying and paste, and then print it, you may use a proposal tool or something. I we use right signature and, send it to the client for the sign off on it. That’s pretty much it. And then if, the the key, like I said, is really to make sure that your, your service catalog is the it’s it’s important to follow this framework.

This is your service. This is the final deliverable. Make sure that you include your price. And then, of course, your, your timeline. And just stick to one price as well. Put it on the high end. And, ideally, like I said, you wanna make sure that you if you can stick to product type services as well.

We did this as well with, GMB, which is a product high service that we offer. So it’s pretty easy. Every time we have a call, we just we just let AI in all that it’s for the specific prototype product type service, and then you can start whipping those out of ten templates as well.

Yeah, that’s it. Is there any questions that I can answer? Anyone miss I know a couple of people joined at the beginning. Did anyone miss anything at the beginning?

I I did, but I will watch the recording to catch the five minutes I missed.

Okay. It’s yeah. Just at the beginning, we went over. It starts with your service catalog.

And making sure that you you put every service that you offer. This I included this for everyone here, I’m gonna put this in the link as well. You can put it in the chat right now. But on the bottom, you’re gonna see the the templates.

There’s the service catalog word document. And there’s also, sorry, the statement of work word document, and there’s also the service catalog, as well. And then you can edit those, these are pretty good. It’s a good starting base anyways.

I we swiped this from AWS, as I mentioned. So these these are the services that were they recommended based off of a, study where they they interview businesses or whatnot. And these solved the the most challenges that businesses have. So it’s definitely a good starting point and includes everything from news releases to direct response and and recommended pricing and whatnot as well.

Now, and then we went over sort of the the template that you use for the need. We’re just using Joanna’s statement of work, framework. It’s it’s templated. It follows a formula.

And then, again, depending on, with the which tool, you use for your transcription. If you can align the call to consultative selling questions, then That’s ideal. And then just let AI, do its thing. Is there any any questions that I can answer on the process or the prompt itself?

Sorry. So this service catalog, this is just for AI’s use, or this is something that you also share with the client.

Well, it depends on how you you you wanna use it. Like, if you wanna list your services on the on your site, great.

It depends. Right? It it’s up to you. We use this for AI, specifically.

So it’s not, obviously, you wanna make sure you offer them, but some people have them on their website. Some people email directly to the client. In this case, because you’re using AI, it’s more of a customized quote, right, because it does align each service to to solve a specific problem of the client. Right? So it’s definitely customized. So it’s up to you. Okay.

You should have a list do you have a list of services right now that you that you have to open. Yeah.

Yeah.

Okay. Yeah. Same thing. Just format them. When you’re formatting it for automation, just just to make sure that you, like I said, you wanna include literally, say final deliverable, the price and timeline. And then AI is gonna use this to populate, and it’ll overlay, a copywriting formula.

Okay.

Okay. Is anyone using AI in their proposal process at all? No?

No. A little bit here and there.

But Okay.

Yeah. Read the, it’s really spot on. Like, I couldn’t especially when you get into the to the narrative, like compare and I did include this for you in the in the prompt so you can compare it. It’s spot on. Like, it’s it it nails it, especially when you say act as a journalist, it really wease it together.

And it does it well too. It sticks to the facts, and it doesn’t you, you know, Sean was upset about this. It just says says it’s very it’s it’s very factual, which I like. But if you wanna change your voice on that, you can you can do that as well, but make sure to stick that you’re to you’re a journalist that we we try copywriter We tried direct response, we tried everything, and it was just it never seemed to work until we we, we did the journalist thing.

Any other questions?

I think so I think I know the answer to this, but I have, like, a pretty services guide that I like, whenever with images and it’s designed.

Yep.

Is that could I share that or does have to be formatted like you were showing with the just picking out that those details for AI so that it gets just the salient info.

You wanna format it just the way I have it. Because you’re, in this case, you’re using this to as a database for AI to to populate. Right? So just stick to the basic. It just needs to know the deliverable, the price and the timeline, and it’ll it’ll figure out the rest on its own. But I did include the template for you. Stick to this for the for the AI.

And is there because what I have already is, like, this is for you if, you know, and, like, kind of the benefits then have to know if it’s right for you, is there any benefit to also feeding it that information, or is that gonna work against the statement of work template.

You it def so this is where you can have fun with the prompts. So I chose under services, I chose this formula. Right? I said service name, problem agitate solution benefit.

So if you if you wanna choose a different formula, so say in your your service catalog, you went with a different formula framework. Just match them up and AI will figure it out. That’s it.

Okay. Cool.

And just just put that under final deliverable. Right? And just it just needs a couple of words in that, in that formula, and then it’ll match the two. It does a really good job on on stringing everything together.

Cool. Thank you.

Yeah. No worries.

Any other questions?

I can answer it. So nobody’s, how are people approaching through proposals right now as far as your process?

Is anyone incorporating a AI at all or you’re just you’re sort of winging it with your transcript and whatnot?

The most I’ve used it is like I record the call. I upload the transcript or I get the transcript through Otter. And then I will pick stuff out manually from that and copy paste it into the statement of work, but I am not I’m not using AI to generate the proposal yet.

Or You have to try it?

Okay.

Like, I’m like, okay. Based on this transcript, like, what was the most acute need stated by the client, and then I use it to kind of, summarize themes in that way, but not actually for the building.

Okay. Yeah. Try the, definitely start with a consultative.

Like, use the questions in the same order as the statement of work. It’s like what problem are you trying to solve? You know, what are your biggest challenges? And then just try it out.

You’ll be impressed and then just literally export it. I don’t know whatever tool you use. Just copy the entire transcript and just pop it in. AI is really gonna figure that out.

And it’ll it’ll populate that. It’ll answer the questions. And, like, if you look at the the two, like, the transcript, like I said, it nailed it. Like, it didn’t get anything, and this is consistent across the board.

It’s the same thing over and over again. Right? So it’s it’s it’s just really good at figuring out those patterns and looking for what the client is saying. So, yeah, try it out.

It, it speeded us a lot of work. I was I was pretty impressed.

And this does work. Sean did sign up just everyone just everyone know. So it does. And I guess don’t don’t overthink it as well.

Like, don’t go like, I was guilty of it as well. Don’t go for the perfect proposal and trying to get the perfect wording. Don’t do that especially when you’re working with AI. It doesn’t matter.

As long as, like, it’s you’re using the client’s name, you’re telling an engaging story, you’re using his quotes directly in it. You’re following a formula, send it. You know, don’t don’t get caught up on that.

To try to look for the the perfect setup. Just, yeah, just use it as is, and then it it’ll be fine. And just tweak the the wording if you want. But, like I said, make sure that you you stick to journalist though.

Is anyone having problems, using actual voice of customer in their copy as well?

I know it’s a challenge with a lot of operators like using pulling in the exact words and quotes. Is anyone having issues with that? No?

Oh, yeah. That’s good.

And like I said, I’ll share the, the prompts.

Everything that you need and just make sure that you you go in and you update your, you replace your name and whatnot. And if, like I said, if you’re gonna tweak everything, just just you know, you can you can play with the character, limits. I’ll show you right now. You can, I’ll pop it in.

Is everyone using, chat g p t four?

Yeah.

Yeah? Okay. And so so if you go character limits, just the five hundred, and this is where you can tweak it, have fun with it.

It’ll shorten it up.

But it’s still great at sort of plugging everything together and all the main points. So, yeah, have fun with it.

Has anyone, using AI for any other parts in their business as well? Like, has has used down and done an audit to see what you can automate or streamline or anything?

I use it to strip email addresses out of a big giant list.

Okay. Well, that’ll work.

Yeah. What about actual, you know, production or in your workflow, analyzing voice of customer survey data, anything like that?

I’ve been using it for the survey data. It’s, like, so much faster than coding it, manually.

Yep.

Yeah. We are too. It’s like and one thing you can do as well, just to let you know is we you can use a a story framework so you can use a case study outline. So when you’re when you’re doing the actual call with your customer, you ask these questions in the same order and just let them talk. And then what you’ll do is you’ll just copy and paste the transcript into AI, and you’ll tell AI to tell a story.

Just give it a case study framework.

Like, I can do a session on that to emulate that framework, and it’ll it’ll spit at a pretty good, first draft that you can publish on your blog right away.

Okay.

No. It’s funny that you’re using this because one of my clients developed the sales tool that does pretty much exactly that, that like has the playbook embedded in the, like, It’s like an AI notetaker, like a meeting assistant.

Mhmm.

And you can, like, embed your playbook in the sign. So it’ll feed you the right questions in the right order, and then it’ll create a transcript and upload all of that to the CRM.

Yeah. I just I used this because it was I got a appsumo deal. It was unlimited, so it’s free. I like free, but it just, does everyone else have these features with their tool? Where you can you can guide it the the actual transcript itself.

No. I. Yeah. I find this helpful. So when when AI, transcribes the call, it’ll use it in the same order.

So that’s like your spit draft. Right? And you can apply this to, there’s an article that Joe has on writing your homepage, and it’s a series of questions. So we we’ve used that in the past where we’ve just answered, ask those questions in that order, and then there’s your spit draft.

The the very first draft you can send to the client in their own words. Right?

And the trick is to just load it in here, the same, and it’ll spit out the, it’ll answer it in the same questions, or in the same order anyways.

I don’t know what coaching is but it’s that’s something different.

Yeah so that’s it. Is there any other features or, is there any part of the your workflow that you wanna see how to automate with AI, because I really wanna start getting into we’re using it across the board in our agency, everything from creating content to, creating proposals, to case studies, social media posts, pretty much everything. We’re getting in pretty deep with it. Is there any processes that people would like to see on how we’re using it?

How do you use it for social media posts without making it sound robotic? Because whenever because I tried it several times and like the first time it worked, and then like everyone started to use it, and all of a sudden, AI writing sounded very robotic. It was very hard to get social media posts.

It’s your it’s your voice in your role. You have to assume assume of the role of something and then just, AI is really good at it. It’s just the voice and then using a formula.

Wait. That’s actually one of the easiest we found to do. Is the social media posts. Almost too easy. I’m surprised people are are not everyone’s using it, but are you using formulas, copywriting formulas?

In the AI templates?

Yeah. Like for your social media posts. Not really.

That’s that’s what you want.

So here’s the trick is to go, yeah, you want anything you’re using. So let’s just do you know, pass formula rate, for Facebook.

It’ll you you need to you can use the voice of customer, but you have to parental oops problem. I don’t know what that is.

You have to let AI know, and you can do a template around that.

Give me what’s the topic someone wants to see, post on?

Give me something.

Fun day.

The, as long as you use that problem match day formula, and then you you get clear on your voice, and then give it some guidance. It’s really good at figuring it out.

But that’s the key though is to follow the formulas.

You’re not using formulas at all?

Well, now I write my posts by hand because I find it they tend to work better. Because, like, for example, for my own post, sometimes I’m sharing information, where I don’t necessarily want it to have that story kind of format.

Wanna keep focused on providing value.

Do you have, so if you wanted to, like, have your own voice, so that you can use, AI to to emulate your own voice and then feed it past posts that you’ve done.

Mhmm. And it’ll use your it’ll analyze your pattern and then it’ll start producing content like it was you.

Yeah. That I’ve done before. That can sometimes work.

Yeah. If it works for you, whatever, we we find we use it’s always a role us, like, we we choose, a, like, a a copywriter will say, you could say Joanna Weeb. You could say, AI is really good at picking that up. Like, we do content for doctors as well, and we use doctor voice.

So we we pulled in AI as some really good content around, winning campaigns, and a lot of it is Doctor’s voice. So we’ll use that to feed the database to train AI. And then it’ll write, like, like the doctor’s voice from these from these content. So that that’s how we’re using it.

It’s spot on once you get it trained with the data set anyways. And then you’re just at the beginning, you’re just telling it to assume that rule. And then once it figures out the role and it figures out the patterns, you’re you’re good to go.

Also, there were in in the past, I would keep it all on the same chat so that it would have that memory. But it would that one chat would get overloaded.

And it would get really, really slow after a while, so I would have to open up a new one.

Yeah. So what’s happening is I’ll show you. We use we use, we don’t use, I use, like, chat GPT four, but we use different tools. We have our own not our own, but it’s we use a different one. It’s, it’s chat to team GPT, and it’ll show us here on let me know if you can you can see the screen.

It’ll show you after a while, like the right here.

Right. So this is the efficiency. And after a while, this goes down the more you use it, and it I don’t know the calculation, but that’s what’s happening. So as a bit of the halfway mark, we we shut it down and then we use another because it starts the results start to get wonky. You don’t have that indicator on this, but if you can pick up this tool, I think it’s still available. This is you this uses the API.

From ChapyT at GPT four so you can choose which models. And this is where we store all of our prompts for using stuff and building stuff. Like, I empower teams on this.

One thing I’ve noticed is when that happens, what I end up doing is, asking it to, build me like a brand voice and document.

So then I’ll feed it to the new chat. And then continue the discussion there.

Yeah. That’s smart.

And that’s you can do it too. Like, we we do the same same concept where we to get the doctor’s voice, we have it actually create a style guide from that and analyze it. And then and then before writing content, we load that style guide into the knowledge base, have it analyze it, like I just did first, create a summary of it, and then use that moving forward for the content. You get the once you get to that, like, if you’re that detailed with it and then you control the voice and you and you get it, you can’t tell.

But just putting stuff in and spitting it out. It’s not it doesn’t, and people disagree with this. I I know where the the future’s going with this.

It’s not, and it’s kinda like do I used to struggle with a lot of this stuff publishing it. Like, oh, it’s AI, even in social media posts. I don’t care. Like, it’s good.

It converts. This stuff really converts. Like, we use this for Google ads. We use this for, and I even putting a landing page, I’m like, well, you know what it say I generated?

You know, it doesn’t am I creative enough?

It’s converting. Put it up.

Right? But you know, people have different approaches on that, but just we find as long as you you stick to the proven copywriting formulas and then you overlay the voice of customer, it’s you you have a pretty good foundation to work with. Right? There was a study. There was a study too that did, they compared AI generated headlines versus human and AI just destroyed it.

The conversions were way better, but then it failed in long form copy now, but it’s only gonna get better. Right? Just give it just a matter of time guaranteed.

Can I ask a question? So I was on a webinar for searchy earlier this week. I don’t know if you know it. It’s tool. I think it was developed by Stu mclaren, the Alright.

It’s searchy.

Searchy dot I o.

Is that right?

S e d r I e at the end?

Okay. Yeah. Dot I o. Yep.

Yeah. But with the you’re missing an h.

And basically, like, what they were recommending is that you can upload load, like, the full content of your course. You can upload your podcast, like every all the content you’ve ever created.

And then it builds you a chat bot that will answer questions, and I mean, he’s so he’s the, like, the membership guy. So he’s talking about how this can be used inside of a membership, but, like, I have this program. I don’t know if you remember Shane. You saw it in like the first week of a Yep. Of CSP.

But you know, like, I think the main I haven’t relaunched it since the fall. The main issue with the program is it’s like a lot of money for people to pay to still be writing their copy themselves. So I think before I relaunch it, I need to build an AI component into it.

I’m just wondering whether just seems like a lot of mental investment and time investment to, like, build a custom DP tea or I’m just wondering, I guess, like, if you if the program is, like, here, follow this flow, like, Here’s how you do the research, here are the templates.

What how would you best incorporate AI in a way that people could use it themselves, like, to run with my templates or to run with my concepts.

This like this. So this is your I use this for, so when I purchase a book, what I use is I I download the book and I create a database.

And then, like, this this is a really good copywriting book, and, AI is really good at this. And now I’ll use this as the database to help me craft content.

Like, I have one for eugene Sports. I have, like, different copy. Right? So if I’ll run stuff through, like, as as Eugene Sports, like, what do you think of this? Tell me the stages of awareness. Tell me the market sophistication.

The same concept, you’re just using your templates. So you can include your template in this, and then you could tell me, like, you know, the key aspects of the rule of one, that’s a big one. And it’s it’s tell me about, you know, the rule of one. It’ll it’ll look at the database for that.

And it’ll it’ll spit out and reference it where it’s at in the book as well.

So if you’re trying to do that within a paid program, are you creating a custom database?

Like, that’s a custom GPT or, like, a GPTS that you’ve train on your database, and then you’re just giving people access to that to Got it.

So here’s Flash Kinkade. So Flash Kinkade is, this is a document from AWI, and it’s the secret weapon on writing great compelling copy. And it’s Fletcher KA that tells, you know, sentence structure, all the good stuff. So we uploaded this as a database.

And AI uses this whenever it’s creating content to always achieve that flesh and Kade score. So now when I go here, that’s the database. I can train a chatbot, and I can I can do a new chatbot, and I call it what you want, Fliskinkade score? And I could upload your templates as well if I wanted to. I can create one. Do you want me do you want me to create one with you sometime? And we can Sure.

So you’re gonna You’re in a f f four a I. Okay.

Yeah. This is one of there’s so many available right now. Like, there it’s not.

But that’s that’s what you’re doing. You’re creating a you’re creating a database with your files.

AI, you’re training AI on that. And then and then you can literally share it. Like, there’s options here to share it if you wanted to.

With, your students, and then it’ll use the data from that. We’re we’re working with Jill one one where we’re gonna we’re taking all of her books that she published, and we’re using that as a dataset so you can, like, ask Joe type thing.

Mhmm. Cool.

And it’ll use the information from that to to produce something. Is that what you’re looking to do similar?

Yeah.

Yeah. Yeah.

That’s all it is. Just create the content. Right? That’s the you’re you’re gonna see like a lot.

This is all the the issues you’re hearing in the news right now. We’re like, I I forget who’s suing Open AI. Everyone suing every other everyone else because AI is using all of these data sets and that’s all they’re doing. They’re swiping content and they’re using that to build their data.

And that’s where you’re gonna you’re hearing all these lawsuits right now, but that’s all it is. You just you create your your data set and then I use it for, for direct response. Like, I have all the direct response books loaded. So if I have a question or I’m planning at a campaign, it’ll spit out, like, stage of awareness, market sophistication, then I can say, hey, you know, map it in email sequence for stages of awareness.

It’s gonna tell me. And it’s spot on because it’s a formula. Right? It’s a framework.

As long as it understands the problem, and it has and now you can you can give it access to the internet, which is really scary. Like, there’s another a have you guys used, there’s another tool up there called plexi. Have you guys used it?

This one is crazy. So you can you can, it’ll search the internet. I love this, right? And it’s like, What’s the, what’s conversion copywriting? What’s, what it does is this is the future Google’s toast. So it’ll, it’ll look at the internet and it finds it’s reviewing Joe’s information, and then it’s telling me it’s answering the question for me, but I don’t have to link through, and it’s using all the sources. So how powerful that is?

Crazy.

That’s how we use it.

But so, like, I mean, could you copy this response and put that on your blog as a blog post of what is conversion copywriting?

You can, as long as you say, okay, so what I can do now is I can you can copy and paste this and you cannot overlay a formula. Like, we did a, We did a a video on this where we create content. So we we create content for clients. And what we do is we we look at the top ten articles that are ranking, and then we take that topic, and then we copy and paste it, and then we have AI look at that and you apply the copywriting formula features advantages, and problem you avoid, like that type of formula, and it spins it So it’s actually better content that was originally and that stuff ranks really well.

And it’ll pass plagiarism checks. And as long as you combine that with, like, your role that you’re you’re playing. And we always say, Gary, we we use different copywriters or you can find If you’re in that space, you can ask AI, like, who’s a really well known person in this DIY space or in this space? And AI will tell you And then you’ll say, well, what’s what’s that person’s writing style?

Great. Can you create a style guide based off that person’s writing style? Can you create a persona? It’ll do that for you, then you save that persona and that’s your data set.

And it’ll start running like that.

That’s the future. Like, it’s crazy.

But, like, so these those are citations. Right? Like, the one four three seven. So is it actually sorry. Like, when you say oh, gosh.

When you say that I would a plagiarism test, like, what I actually is that gonna come back as Well, so so right so take this right here.

Right? So just go, you could just guy write this rewrite this, using Problem agitate solution. It’ll do that. Right? And it’s you’re gonna have custom content on it. Right? This isn’t usually as good as, what do you call it?

This is meant more for search engines. Mhmm. But that’s all you need to do.

Right? And it’ll it’ll take that. It’ll rewrite it and spin it. In s e in the SEO world, we used to have tools that literally spin it.

That that’s what they used to do, but people are using, this isn’t a great tool for doing that. But you can put it in, in chat GPT. Right? And you could you could say, what is the rewrite this as problematic state solution?

This is good. And then you would have I’ll just agitate whatever it is, and then you would assign a role, like your conversion copywriter, and it’ll spin it for you.

So same thing. Just your and this is this actually works really well because a lot of the content, like, we because we’re in affiliate marketing. So we our goal is to get stuff ranked, but you know, how do you if someone has a description of a product they’re reviewing, and then we take that description and we apply a proven copywriting formula, you’re putting you’re producing better content. And Google has come out and said they don’t care.

They don’t care if it’s AI generated or human generated. They’ll rank it as long as it’s solving a problem and its quality content. And just by using these these formulas, it’s quality content because it’s a pattern, right, that stuff works. And the and that’s what we do to rank these articles.

Cool.

But I wouldn’t use, like, I hate semicolons. Like, we have a whole voice, right? Like, we have build out your database as well. Like, if you go here, we have different kind of prompts. Like, here’s an agitate, from agitation solution prompt.

We have different writing style guides. Like, here’s a here’s one writing style guide where it’s a flesh kinkade of sixty to seven. So we we have different ways that we want to write. And then depending on what we’re writing for, I could show you content, you’d never know.

Not a chance. And it’s, like, you even hear we have a trained. So this is, based off of, a flesh Kinkade example. Like, you can here, we give it specific, you cannot tell impossible.

Right? So that’s the and it’s just learning this, especially as copywriters, like, I’m direct response, but, like, in lead generation, any of this stuff, this is this is it. This is the future. This is the way it’s going.

And just learn this stuff to build in or to improve your writing style. Right? Not improve your writing style. You can still maintain your style, but if you can take your style and you can create a process from it.

Right? You can automate your own process, automate yourself and replicate, create ten versions of yourself. That’s that’s what I would do. Right?

Can you show us, like, if we’re just using top g b t without the team g b t How do you it that tab that you’ve just had open, like, is there an equivalent here?

Yeah. So this is this is a, you can you can this is a Chrome extension, which is a prompt manager. So you’ll have different we have different prompts here as well. So this this is a really good one. Like, there’s, how to respond, like, I do I do what done. Like, we plan out projects like this. It’s really good at doing this stuff.

Milestones, checklists, smart goals, right like an eighth grader.

This one is good. Improve readability. Like you can paste you just literally paste it in and you tell it to analyze this copy for me. And, and it’ll analyze it. It’ll make it’ll make recommendations.

There you go.

So it’s all about prompts. Right? But you have the if you’re using GPT four, then you can download that and just save all your prompts here. So you just create a new prompt, enter your title, you know, put the prompt here and save it.

Okay. How do you guys how do you get to that?

This this is a Chrome extension that you can you can purchase. Oh, not purchase, but you can, You can download. We I everyone should have access to so we made all of these prompts available, but I’ll share the link, to students.

So all of these prompts here, like your problem out of state solution, all of this here. So this is a really good one actually. This one actually examines your customer service data, your customer survey data, and it it looks for frequency and based off of frequency.

So, it’ll write a one reader for you using Joe’s formula.

And what’s cool about that is it’ll identify all of the hesitations and concerns, but it’ll focus on the top four percent. And it’ll spit those out so you know exactly what to address in your consultations. And we do this what we do in this case is we print these and we give them to the sales people. So when they’re doing a consultation, they they know the exact problem tate exactly what what to say, right, during the the the sales call.

And it’s all about prompts, right? It has really good. So build out your arsenal, right? Build out your, I use this for morning, brain dumps, everything. I don’t know what I’d do without AI right now.

To be honest. And what’s cool is that you can use AI to ask you clarifying questions. So if you if you’re brainstorming and you can actually use AI to talk to AI, so you could say as a project manager, I want you to take the role as a project manager, then I want you to take the role as, a senior pro or some other field, and then I want you to have a discussion about a project, and I want you to figure it out together and then give me a solution. And it’s cool. AI will, like, talk together. Figure this out, and it’ll give you a different perspective. It’s insane.

But that’s using it strategically. Right? You wanna and that’s really the way to look at it like there’s you can really use AI to streamline your processes.

And, like I said, make copies of yourself. That’s that’s the biggest the biggest thing. Right?

Build out your database.

Any other any, any other questions or I can answer for anyone?

Are people having fun with AI or is it just me? Is it every no. Everyone seems excited as AI as I am.

I’ve kind of taken a break because I just kept like losing time being down the rabbit hole. Also, I haven’t done much exploring in the past couple months.

Yeah. Use it. I’ll I’ll share with, I’m gonna do a, training on, we have an Excel file. So really, the key is to look at your processes internally.

Starting with the buyer’s journey. Like, look at your processes and then in each step, figure out what can I use AI to automate or how can I use AI to to to streamline this? Like a no brainer is what I just showed you the proposals. Another one is your your your VOC research.

Right? And you can’t we’re not at the point right now where you can automate everything because if I was to copy and paste this entire, chain of thought, it wouldn’t work. AI is just not it’s too much data for AI to analyze. I have to do it step by step, but it will get to that point eventually.

And then you’re just kinda, like, you’re you’re you’re building it out. You’d be surprised what you can automate. And this is just doing it manually. Like, you can use bots that, you with API integration, you can start connecting stuff, start feeding stuff. Like, it’s, it’s pretty cool.

Any, any other questions?

Nope.

Okay. Cool. So I’ll make the the the prompt available as well and if, I’ll put it in the chat as well, but it’s also available.

And like I said, everything isn’t here. Just, you know, go ahead, copy and paste it. And, have fun with it. And if you do wanna edit it to your voice, like I said, just just start, start adding your the inputs under this, and then you can see it’ll come out with different stuff.

Cool. Yes. Thank you.

Okay. Awesome. And, any questions, let me know. For Another session as well that we’re if we’re getting into this automation stuff, is there anything that people would like to see, automated as far as your workflows or that I can, I’m happy to build something out and, and help you automate it as well, and then we can share it with everybody.

No one’s using ai for anything? We gotta start.

Okay. I think what we’ll do is I’m gonna get, I think the next session then I’ll I’ll share the process that we use to get to that point where you’re you’re starting to automate your business processes and really the process and the steps, and then we can start with that.

And then just literally go step by step, build out your prompts, and then just build soaps, and, and, and document it, and then you’re, it’s pretty, it’s a lot of fun, but you’ll get a lot more done too.

Cool.

Okay. Cool. I will talk to everyone. Any other questions? Let me know. I’m glad to, to answer as well.

Thanks, Shane.

Thank you.

Thanks, Shane.

Transcript

So what we’re gonna do today is we’re gonna go through, automating the process to send client proposals. And this is the process we use, and then I’m gonna share the, the spit draft as well. And then, there we go. So it starts with, there’s a couple of key pieces that you want to use when you’re creating your service catalog or when you’re looking to automate the process. And this is how we’re using AI in our agency. We’re really we’re looking at every stage of the the customer journey, and we’re seeing how we can automate or what we can automate.

And then we’re creating processes and systems around that. So, it starts with your service catalog. So this is an example of a service catalog from we swiped this from AWai.

So these these services are actually recommended based off of some study they they perform. So these are the top eighty, conversion copywriting services that they recommend.

So what we’ve done is we’ve we’ve taken these and we’ve, created a brief description about each one, including also what the final deliverable is, the price, and also the timeline.

So this is the first step that you would do to sort of automate the process. One thing to consider as well is, not just the service catalog, but if you have product ties services, then you can create a sort of a catalog of productized services as well. Right? That’s that’s really gonna speed things up.

I’ll include this list as well in the, in the prompt. Now once you have your list of, or your service catalog, the next step, of course, is your statement of work. So the statement of work that we pull from is actually Joe it’s the same one that she uses for Air Story. So it covers all the main pieces, the need, the solution, our services, our team engagement timeline fee, fee summary, payment schedule, next steps, terms and conditions, all all the good stuff.

Once you have your template, which, of course, this is available to everyone, the second step is getting ready for your discovery call. Now the one of the things you need to do is during your discovery call or you should do is use, consultative selling questions. And these are questions that are really gonna probe the prospect because you really wanna get in the mind, understand their their problem, the outcome they want, and you’re gonna use these to guide AI, to draft the, statement of work for you. Now I don’t know what tools everybody uses. We use Nota. I think it’s Nota, so I pronounce it. But in this, you can actually preprogram the the questions that you wanna use.

I did include in the resources action, a bunch of consultative quest selling questions that you can use as well. But in this tool, you can actually pre program them. So then when you’re doing the discovery call itself, these questions, will guide you because it, it, it is helpful, that you ask the, the consulted of selling questions in the same order as the statement of work. You know, you’re starting with the need, which is the problem, you’re agitating the problem.

So you’re you’re aligning the questions to the statement of work, and you’re you’re aligning the framework as well. Now, depending on the tool that you use, you can also program it to, spit out the summary. So when it transcribes the call, it will transcribe it around the that you answered. So you have a nice little package at the end that you can copy and paste and use for, use for the automation.

Now once you’re prepared for the, discovery call, you’re gonna go into the prompt. This is the prompt, and I’ll walk you through each step one at a time.

Essentially the prompt just matches the statement of work. It starts with the need.

The need is now this is important here. I know, a lot of students we struggle with or we wanna capture the voice of customer when we’re dealing the, the prospect after the discovery call. So we found that the best way to incorporate, voice of customer from, from the discovery called transcript is to pretend that you’re a journalist or ask AI to assume the role of a journalist, we found that once you ask Addis in that role, it’s really good at sort of connecting things and using the actual voice of customer in the data.

So the first step is this is called a a chain of thought prompt. So what we’re doing is we’re asking AI step by step to create each each section of the statement of work. So the first thing, of course, is you roll your journalists. The second one is is step one is the need.

We’re asking AI to craft a narrative using direct quotes from the client, during the discovery call, and we want it to outline the the client’s challenges, the solutions, then we go into instructions. Now, there’s a couple of fields here that you’ll wanna update before you use the prompt. The first one is to replace your name. There’s place holders here, of course, replace it with your name.

Replace the, business name with your company name, and, of course, the client as well. We’re gonna actually do a a real client that I had a call with today. Sean, I changed his name for confidentiality reasons, but I’m gonna use this prompt to create a proposal that we can send them to him afterwards as well.

Then we go into instructions.

This is I would suggest if you’re gonna customize this for your own needs is to keep all of all of the instructions to this point. If you wanna start tweaking it, you’ll you’ll build on this. If you wanna make the need section shorter, you’ll just adjust the number characters, if you wanna go for a different voice, this is really where you’re gonna start adding stuff.

Here’s the template, exact same template that Joe has inside of the, the statement of work.

And then, of course, here’s the transcript from the call that I had with the client, and I’ll I will do this with you guys in a second as soon as I I walk you through the process.

The second step is to create your services.

This is this is where the fun part happens. Now, because you have your service catalog here, What you’re gonna do is you’re gonna ask, and AI is really good at this. You’re gonna ask AI to write the need section of your proposal. And then based off what the client’s challenges and frustrations and goals were, AI is gonna analyze your service catalog. And AI is gonna recommend services that you offer to solve the client’s problems, and it’s gonna auto populate that for you.

That’s what you’re gonna achieve in step two. It’s gonna look at your database. You’re gonna upload it.

We included instructions as well. I suggest keeping these instructions because it’s very good at at looking at the client’s problems and then matching the the service and the solution. If you wanna tweak it again, just just continue after after this point. I do suggest we added some personalization.

So as you go through the prompt, it’s gonna it gets gonna use the client’s first name as if you’re having a conversation, and I’ll I’ll show you what I mean by that in a second. Then, of course, we have the template. So what AI is gonna do is AI is gonna look at your service catalog. It’s gonna pull the matching service, and then it’s gonna provide it’s gonna use the copywriting formula problem match take solution, followed by a benefit.

And that’s how it’s gonna present these services to the to the client in the proposal.

Then, of course, we have timeline. Now what’s cool about this is, same scenario. So AI is gonna look at the services recommended from your service catalog. So it’s gonna say, hey, you know, I recommend these many blog posts.

Then it’s gonna look at your service catalog and it’s gonna calculate how much what are we on right now? We’re on the we’re on the price. It’s gonna calculate the price and then it’s gonna update that section for you based off the price that you quoted. So when you do create your service catalog, everything hinges on this, I put a range because that’s what AWS has.

Just make sure you have one amount and always go on the high end, of course. Because AI is gonna use this data to populate the proposal, proposal for your statement of work.

Next section of the timeline, again, same scenario. It’s gonna look at your statement of work. It’s gonna create the timeline. It’s gonna look at how long each deliverable takes, and then it’s gonna add this to the proposal that we’re gonna create as well.

Here’s a quick snapshot of of the output that it’s gonna it’s gonna produce. And I guess we’ll do this real time as well. This is the need the solution, I suggest you you prepopulate this because it’s really gonna be about just a sort of a bullet point.

The services, it’s it’s gonna spit out something like this. It’s gonna follow the formula.

Our team, you wanna prepopulate this. Obviously, you don’t you don’t need I AI for this. Here’s the timeline. So what it did was it’s gonna look at each service.

It’s gonna recommend the landing page. Then it’s gonna look at the timeline And it’s gonna say, okay, you know what? It’s gonna take one to fourteen days based off what you inputted in your in your service catalog. Okay?

It’s gonna give a, sort of, eight to ten weeks a general, a general time frame, then it’s gonna look at budget, and it’s gonna produce a table. And again, it’s gonna take each deliverable. It’s gonna look at the price range or the rate that you you set in your service catalog, and then it’s gonna put match the number that it recommended and then also the final price as well. Payment schedule, these are things you can you can set up on your own next steps. These are general templates.

So what we’ll do now is we’ll go through each sort of step by step process, and I’ll show you how it works. So literally all you need to do is we’ve tested this across the board is just literally copy and paste.

Starting with, of course, go in, you wanna make sure that you replace your name. I did this. Make sure you place replace your company name. I did this and, of course, the client’s name. Then it’s just a matter of copying this over.

This is the transcript from the call. Now what you would do is I just put the script here, but depending on your tool, you would actually just go here and copy and paste the transcript.

As long as you follow the consultative selling questions, it’s gonna ask the questions in the same order, so it’s not gonna be not gonna be a problem. So we’ll go back.

Let me highlight everything.

Okay. We’ll go in, paste it in.

And it’s gonna analyze this. It’s gonna look at the and it’s gonna start crafting the story.

Now what’s cool is if you look at and I included I included the discovery call for you in the in the prompt. If you look at the transcript, and then you look at its output, it matched it word for word. Now, we’ve always struggled with that because AI is really hit and miss. For it to nail that, it’s the role of a reporter.

That’s that that’s what worked. And there’s a big difference if you if you look at this where I said role here, remove this, it’s gonna be hit and miss. But as soon as it thinks it’s a journalist and you can have fun with this too, you can say you’re you’re a journalist from wire magazine or or some other magazine that’s relevant to your client. It’ll take on that set, but it’s gonna look for accuracy and integrity, especially when it’s it’s, you know, it’s stringing sort of, words together or what the client says.

So if you read this, it’s it’s really well written. You know, it, Sean said captivating has challenged. The problem was manifested in the stark numbers around ten thousand monthly visitors. And barely fifty leads.

So it picks up on every point, pretty well. Then it follows the the template, of course. It it met us during, a mutual client. It’s interested in our services.

If you’re okay with this, you can you can redo it if you want. You can regenerate. It’s up to you. I usually just go with the first one.

Then when we go on to step two, step two is this is the fun part. So now that AI is looked at, the call transcript, it understands what what the client is after, the needs, the wants, the challenges, everything. Now we’re gonna ask AI to look at this data. We’re gonna upload our service catalog.

And what we’re gonna do is we’re gonna paste in the second prompt, and this is gonna tell AI to look at our status our our service catalog, I also want you to look at the transcript I uploaded, and then I want you to recommend services that I offer that are gonna solve the client’s needs. And I want you to continue using Sean to make it personal. So click that. It’s gonna analyze the data right now.

Which is really cool.

Here you go. And this has been spot on. It’s it’s recommended the same every single time.

And they’re tailored, you’ll notice it’s using the problematic State solution benefit. It actually highlights. And if you compare this to the transcript, it highlights his struggles directly.

Same thing every single time. It’s the SEO auto responder lead generation page. So it’s it’s been accurate it is good about this. And like I said, it does really personalize this, especially just saying Sean. It doesn’t say Sean Burns. It says Sean.

So if if you’re happy with this, you wanna regenerate. It’s up to you. You can add a service. But the next step I’m gonna do is I’m gonna go in, and I’m gonna look at the timeline.

So now that AI has recommended service that services that solve Sean’s problem, it’s gonna look at my service catalog, and it’s gonna look at the timelines that I suggested. Right? So I said right here is three to five days. And it’s gonna populate this based off of the the services that it recommends.

So in this case, I’m just gonna paste it in. It’s gonna look at the knowledge base again. How you know it’s working, and then it’ll start, it’ll start calculating it.

You know, break it down on phases. It’ll it’ll launch a a phase four for review. Same thing, everything will time. Sean’s feedback, then it’s gonna go in for the final step, which is your investment, the pricing. Now what it’s gonna do in this case, is it’s going to look at your service catalog and it’s gonna look at the price and it’s gonna pull the pricing from this. So I’m just gonna go in and I’m gonna Copy and paste it.

It’s analyzing everything again, making sure it’s there.

Now it’s not when I suggested to do the the pricing, it won’t, because I’m doing a range. I suggest when you do your your pricing stick to one, then it’ll calculate it. There’s an example of a calculating right here, depending on what it is, but that’s for you to try to try to stick to and then it’ll calculate the total here as well.

So now you have all the major parts, and then literally, it’s just a matter of going to the top. And if you’re happy with it, just take this and copy and paste it into your proposal.

Easy.

Your needs section and continue each point, copy and paste, copying and paste, and then print it, you may use a proposal tool or something. I we use right signature and, send it to the client for the sign off on it. That’s pretty much it. And then if, the the key, like I said, is really to make sure that your, your service catalog is the it’s it’s important to follow this framework.

This is your service. This is the final deliverable. Make sure that you include your price. And then, of course, your, your timeline. And just stick to one price as well. Put it on the high end. And, ideally, like I said, you wanna make sure that you if you can stick to product type services as well.

We did this as well with, GMB, which is a product high service that we offer. So it’s pretty easy. Every time we have a call, we just we just let AI in all that it’s for the specific prototype product type service, and then you can start whipping those out of ten templates as well.

Yeah, that’s it. Is there any questions that I can answer? Anyone miss I know a couple of people joined at the beginning. Did anyone miss anything at the beginning?

I I did, but I will watch the recording to catch the five minutes I missed.

Okay. It’s yeah. Just at the beginning, we went over. It starts with your service catalog.

And making sure that you you put every service that you offer. This I included this for everyone here, I’m gonna put this in the link as well. You can put it in the chat right now. But on the bottom, you’re gonna see the the templates.

There’s the service catalog word document. And there’s also, sorry, the statement of work word document, and there’s also the service catalog, as well. And then you can edit those, these are pretty good. It’s a good starting base anyways.

I we swiped this from AWS, as I mentioned. So these these are the services that were they recommended based off of a, study where they they interview businesses or whatnot. And these solved the the most challenges that businesses have. So it’s definitely a good starting point and includes everything from news releases to direct response and and recommended pricing and whatnot as well.

Now, and then we went over sort of the the template that you use for the need. We’re just using Joanna’s statement of work, framework. It’s it’s templated. It follows a formula.

And then, again, depending on, with the which tool, you use for your transcription. If you can align the call to consultative selling questions, then That’s ideal. And then just let AI, do its thing. Is there any any questions that I can answer on the process or the prompt itself?

Sorry. So this service catalog, this is just for AI’s use, or this is something that you also share with the client.

Well, it depends on how you you you wanna use it. Like, if you wanna list your services on the on your site, great.

It depends. Right? It it’s up to you. We use this for AI, specifically.

So it’s not, obviously, you wanna make sure you offer them, but some people have them on their website. Some people email directly to the client. In this case, because you’re using AI, it’s more of a customized quote, right, because it does align each service to to solve a specific problem of the client. Right? So it’s definitely customized. So it’s up to you. Okay.

You should have a list do you have a list of services right now that you that you have to open. Yeah.

Yeah.

Okay. Yeah. Same thing. Just format them. When you’re formatting it for automation, just just to make sure that you, like I said, you wanna include literally, say final deliverable, the price and timeline. And then AI is gonna use this to populate, and it’ll overlay, a copywriting formula.

Okay.

Okay. Is anyone using AI in their proposal process at all? No?

No. A little bit here and there.

But Okay.

Yeah. Read the, it’s really spot on. Like, I couldn’t especially when you get into the to the narrative, like compare and I did include this for you in the in the prompt so you can compare it. It’s spot on. Like, it’s it it nails it, especially when you say act as a journalist, it really wease it together.

And it does it well too. It sticks to the facts, and it doesn’t you, you know, Sean was upset about this. It just says says it’s very it’s it’s very factual, which I like. But if you wanna change your voice on that, you can you can do that as well, but make sure to stick that you’re to you’re a journalist that we we try copywriter We tried direct response, we tried everything, and it was just it never seemed to work until we we, we did the journalist thing.

Any other questions?

I think so I think I know the answer to this, but I have, like, a pretty services guide that I like, whenever with images and it’s designed.

Yep.

Is that could I share that or does have to be formatted like you were showing with the just picking out that those details for AI so that it gets just the salient info.

You wanna format it just the way I have it. Because you’re, in this case, you’re using this to as a database for AI to to populate. Right? So just stick to the basic. It just needs to know the deliverable, the price and the timeline, and it’ll it’ll figure out the rest on its own. But I did include the template for you. Stick to this for the for the AI.

And is there because what I have already is, like, this is for you if, you know, and, like, kind of the benefits then have to know if it’s right for you, is there any benefit to also feeding it that information, or is that gonna work against the statement of work template.

You it def so this is where you can have fun with the prompts. So I chose under services, I chose this formula. Right? I said service name, problem agitate solution benefit.

So if you if you wanna choose a different formula, so say in your your service catalog, you went with a different formula framework. Just match them up and AI will figure it out. That’s it.

Okay. Cool.

And just just put that under final deliverable. Right? And just it just needs a couple of words in that, in that formula, and then it’ll match the two. It does a really good job on on stringing everything together.

Cool. Thank you.

Yeah. No worries.

Any other questions?

I can answer it. So nobody’s, how are people approaching through proposals right now as far as your process?

Is anyone incorporating a AI at all or you’re just you’re sort of winging it with your transcript and whatnot?

The most I’ve used it is like I record the call. I upload the transcript or I get the transcript through Otter. And then I will pick stuff out manually from that and copy paste it into the statement of work, but I am not I’m not using AI to generate the proposal yet.

Or You have to try it?

Okay.

Like, I’m like, okay. Based on this transcript, like, what was the most acute need stated by the client, and then I use it to kind of, summarize themes in that way, but not actually for the building.

Okay. Yeah. Try the, definitely start with a consultative.

Like, use the questions in the same order as the statement of work. It’s like what problem are you trying to solve? You know, what are your biggest challenges? And then just try it out.

You’ll be impressed and then just literally export it. I don’t know whatever tool you use. Just copy the entire transcript and just pop it in. AI is really gonna figure that out.

And it’ll it’ll populate that. It’ll answer the questions. And, like, if you look at the the two, like, the transcript, like I said, it nailed it. Like, it didn’t get anything, and this is consistent across the board.

It’s the same thing over and over again. Right? So it’s it’s it’s just really good at figuring out those patterns and looking for what the client is saying. So, yeah, try it out.

It, it speeded us a lot of work. I was I was pretty impressed.

And this does work. Sean did sign up just everyone just everyone know. So it does. And I guess don’t don’t overthink it as well.

Like, don’t go like, I was guilty of it as well. Don’t go for the perfect proposal and trying to get the perfect wording. Don’t do that especially when you’re working with AI. It doesn’t matter.

As long as, like, it’s you’re using the client’s name, you’re telling an engaging story, you’re using his quotes directly in it. You’re following a formula, send it. You know, don’t don’t get caught up on that.

To try to look for the the perfect setup. Just, yeah, just use it as is, and then it it’ll be fine. And just tweak the the wording if you want. But, like I said, make sure that you you stick to journalist though.

Is anyone having problems, using actual voice of customer in their copy as well?

I know it’s a challenge with a lot of operators like using pulling in the exact words and quotes. Is anyone having issues with that? No?

Oh, yeah. That’s good.

And like I said, I’ll share the, the prompts.

Everything that you need and just make sure that you you go in and you update your, you replace your name and whatnot. And if, like I said, if you’re gonna tweak everything, just just you know, you can you can play with the character, limits. I’ll show you right now. You can, I’ll pop it in.

Is everyone using, chat g p t four?

Yeah.

Yeah? Okay. And so so if you go character limits, just the five hundred, and this is where you can tweak it, have fun with it.

It’ll shorten it up.

But it’s still great at sort of plugging everything together and all the main points. So, yeah, have fun with it.

Has anyone, using AI for any other parts in their business as well? Like, has has used down and done an audit to see what you can automate or streamline or anything?

I use it to strip email addresses out of a big giant list.

Okay. Well, that’ll work.

Yeah. What about actual, you know, production or in your workflow, analyzing voice of customer survey data, anything like that?

I’ve been using it for the survey data. It’s, like, so much faster than coding it, manually.

Yep.

Yeah. We are too. It’s like and one thing you can do as well, just to let you know is we you can use a a story framework so you can use a case study outline. So when you’re when you’re doing the actual call with your customer, you ask these questions in the same order and just let them talk. And then what you’ll do is you’ll just copy and paste the transcript into AI, and you’ll tell AI to tell a story.

Just give it a case study framework.

Like, I can do a session on that to emulate that framework, and it’ll it’ll spit at a pretty good, first draft that you can publish on your blog right away.

Okay.

No. It’s funny that you’re using this because one of my clients developed the sales tool that does pretty much exactly that, that like has the playbook embedded in the, like, It’s like an AI notetaker, like a meeting assistant.

Mhmm.

And you can, like, embed your playbook in the sign. So it’ll feed you the right questions in the right order, and then it’ll create a transcript and upload all of that to the CRM.

Yeah. I just I used this because it was I got a appsumo deal. It was unlimited, so it’s free. I like free, but it just, does everyone else have these features with their tool? Where you can you can guide it the the actual transcript itself.

No. I. Yeah. I find this helpful. So when when AI, transcribes the call, it’ll use it in the same order.

So that’s like your spit draft. Right? And you can apply this to, there’s an article that Joe has on writing your homepage, and it’s a series of questions. So we we’ve used that in the past where we’ve just answered, ask those questions in that order, and then there’s your spit draft.

The the very first draft you can send to the client in their own words. Right?

And the trick is to just load it in here, the same, and it’ll spit out the, it’ll answer it in the same questions, or in the same order anyways.

I don’t know what coaching is but it’s that’s something different.

Yeah so that’s it. Is there any other features or, is there any part of the your workflow that you wanna see how to automate with AI, because I really wanna start getting into we’re using it across the board in our agency, everything from creating content to, creating proposals, to case studies, social media posts, pretty much everything. We’re getting in pretty deep with it. Is there any processes that people would like to see on how we’re using it?

How do you use it for social media posts without making it sound robotic? Because whenever because I tried it several times and like the first time it worked, and then like everyone started to use it, and all of a sudden, AI writing sounded very robotic. It was very hard to get social media posts.

It’s your it’s your voice in your role. You have to assume assume of the role of something and then just, AI is really good at it. It’s just the voice and then using a formula.

Wait. That’s actually one of the easiest we found to do. Is the social media posts. Almost too easy. I’m surprised people are are not everyone’s using it, but are you using formulas, copywriting formulas?

In the AI templates?

Yeah. Like for your social media posts. Not really.

That’s that’s what you want.

So here’s the trick is to go, yeah, you want anything you’re using. So let’s just do you know, pass formula rate, for Facebook.

It’ll you you need to you can use the voice of customer, but you have to parental oops problem. I don’t know what that is.

You have to let AI know, and you can do a template around that.

Give me what’s the topic someone wants to see, post on?

Give me something.

Fun day.

The, as long as you use that problem match day formula, and then you you get clear on your voice, and then give it some guidance. It’s really good at figuring it out.

But that’s the key though is to follow the formulas.

You’re not using formulas at all?

Well, now I write my posts by hand because I find it they tend to work better. Because, like, for example, for my own post, sometimes I’m sharing information, where I don’t necessarily want it to have that story kind of format.

Wanna keep focused on providing value.

Do you have, so if you wanted to, like, have your own voice, so that you can use, AI to to emulate your own voice and then feed it past posts that you’ve done.

Mhmm. And it’ll use your it’ll analyze your pattern and then it’ll start producing content like it was you.

Yeah. That I’ve done before. That can sometimes work.

Yeah. If it works for you, whatever, we we find we use it’s always a role us, like, we we choose, a, like, a a copywriter will say, you could say Joanna Weeb. You could say, AI is really good at picking that up. Like, we do content for doctors as well, and we use doctor voice.

So we we pulled in AI as some really good content around, winning campaigns, and a lot of it is Doctor’s voice. So we’ll use that to feed the database to train AI. And then it’ll write, like, like the doctor’s voice from these from these content. So that that’s how we’re using it.

It’s spot on once you get it trained with the data set anyways. And then you’re just at the beginning, you’re just telling it to assume that rule. And then once it figures out the role and it figures out the patterns, you’re you’re good to go.

Also, there were in in the past, I would keep it all on the same chat so that it would have that memory. But it would that one chat would get overloaded.

And it would get really, really slow after a while, so I would have to open up a new one.

Yeah. So what’s happening is I’ll show you. We use we use, we don’t use, I use, like, chat GPT four, but we use different tools. We have our own not our own, but it’s we use a different one. It’s, it’s chat to team GPT, and it’ll show us here on let me know if you can you can see the screen.

It’ll show you after a while, like the right here.

Right. So this is the efficiency. And after a while, this goes down the more you use it, and it I don’t know the calculation, but that’s what’s happening. So as a bit of the halfway mark, we we shut it down and then we use another because it starts the results start to get wonky. You don’t have that indicator on this, but if you can pick up this tool, I think it’s still available. This is you this uses the API.

From ChapyT at GPT four so you can choose which models. And this is where we store all of our prompts for using stuff and building stuff. Like, I empower teams on this.

One thing I’ve noticed is when that happens, what I end up doing is, asking it to, build me like a brand voice and document.

So then I’ll feed it to the new chat. And then continue the discussion there.

Yeah. That’s smart.

And that’s you can do it too. Like, we we do the same same concept where we to get the doctor’s voice, we have it actually create a style guide from that and analyze it. And then and then before writing content, we load that style guide into the knowledge base, have it analyze it, like I just did first, create a summary of it, and then use that moving forward for the content. You get the once you get to that, like, if you’re that detailed with it and then you control the voice and you and you get it, you can’t tell.

But just putting stuff in and spitting it out. It’s not it doesn’t, and people disagree with this. I I know where the the future’s going with this.

It’s not, and it’s kinda like do I used to struggle with a lot of this stuff publishing it. Like, oh, it’s AI, even in social media posts. I don’t care. Like, it’s good.

It converts. This stuff really converts. Like, we use this for Google ads. We use this for, and I even putting a landing page, I’m like, well, you know what it say I generated?

You know, it doesn’t am I creative enough?

It’s converting. Put it up.

Right? But you know, people have different approaches on that, but just we find as long as you you stick to the proven copywriting formulas and then you overlay the voice of customer, it’s you you have a pretty good foundation to work with. Right? There was a study. There was a study too that did, they compared AI generated headlines versus human and AI just destroyed it.

The conversions were way better, but then it failed in long form copy now, but it’s only gonna get better. Right? Just give it just a matter of time guaranteed.

Can I ask a question? So I was on a webinar for searchy earlier this week. I don’t know if you know it. It’s tool. I think it was developed by Stu mclaren, the Alright.

It’s searchy.

Searchy dot I o.

Is that right?

S e d r I e at the end?

Okay. Yeah. Dot I o. Yep.

Yeah. But with the you’re missing an h.

And basically, like, what they were recommending is that you can upload load, like, the full content of your course. You can upload your podcast, like every all the content you’ve ever created.

And then it builds you a chat bot that will answer questions, and I mean, he’s so he’s the, like, the membership guy. So he’s talking about how this can be used inside of a membership, but, like, I have this program. I don’t know if you remember Shane. You saw it in like the first week of a Yep. Of CSP.

But you know, like, I think the main I haven’t relaunched it since the fall. The main issue with the program is it’s like a lot of money for people to pay to still be writing their copy themselves. So I think before I relaunch it, I need to build an AI component into it.

I’m just wondering whether just seems like a lot of mental investment and time investment to, like, build a custom DP tea or I’m just wondering, I guess, like, if you if the program is, like, here, follow this flow, like, Here’s how you do the research, here are the templates.

What how would you best incorporate AI in a way that people could use it themselves, like, to run with my templates or to run with my concepts.

This like this. So this is your I use this for, so when I purchase a book, what I use is I I download the book and I create a database.

And then, like, this this is a really good copywriting book, and, AI is really good at this. And now I’ll use this as the database to help me craft content.

Like, I have one for eugene Sports. I have, like, different copy. Right? So if I’ll run stuff through, like, as as Eugene Sports, like, what do you think of this? Tell me the stages of awareness. Tell me the market sophistication.

The same concept, you’re just using your templates. So you can include your template in this, and then you could tell me, like, you know, the key aspects of the rule of one, that’s a big one. And it’s it’s tell me about, you know, the rule of one. It’ll it’ll look at the database for that.

And it’ll it’ll spit out and reference it where it’s at in the book as well.

So if you’re trying to do that within a paid program, are you creating a custom database?

Like, that’s a custom GPT or, like, a GPTS that you’ve train on your database, and then you’re just giving people access to that to Got it.

So here’s Flash Kinkade. So Flash Kinkade is, this is a document from AWI, and it’s the secret weapon on writing great compelling copy. And it’s Fletcher KA that tells, you know, sentence structure, all the good stuff. So we uploaded this as a database.

And AI uses this whenever it’s creating content to always achieve that flesh and Kade score. So now when I go here, that’s the database. I can train a chatbot, and I can I can do a new chatbot, and I call it what you want, Fliskinkade score? And I could upload your templates as well if I wanted to. I can create one. Do you want me do you want me to create one with you sometime? And we can Sure.

So you’re gonna You’re in a f f four a I. Okay.

Yeah. This is one of there’s so many available right now. Like, there it’s not.

But that’s that’s what you’re doing. You’re creating a you’re creating a database with your files.

AI, you’re training AI on that. And then and then you can literally share it. Like, there’s options here to share it if you wanted to.

With, your students, and then it’ll use the data from that. We’re we’re working with Jill one one where we’re gonna we’re taking all of her books that she published, and we’re using that as a dataset so you can, like, ask Joe type thing.

Mhmm. Cool.

And it’ll use the information from that to to produce something. Is that what you’re looking to do similar?

Yeah.

Yeah. Yeah.

That’s all it is. Just create the content. Right? That’s the you’re you’re gonna see like a lot.

This is all the the issues you’re hearing in the news right now. We’re like, I I forget who’s suing Open AI. Everyone suing every other everyone else because AI is using all of these data sets and that’s all they’re doing. They’re swiping content and they’re using that to build their data.

And that’s where you’re gonna you’re hearing all these lawsuits right now, but that’s all it is. You just you create your your data set and then I use it for, for direct response. Like, I have all the direct response books loaded. So if I have a question or I’m planning at a campaign, it’ll spit out, like, stage of awareness, market sophistication, then I can say, hey, you know, map it in email sequence for stages of awareness.

It’s gonna tell me. And it’s spot on because it’s a formula. Right? It’s a framework.

As long as it understands the problem, and it has and now you can you can give it access to the internet, which is really scary. Like, there’s another a have you guys used, there’s another tool up there called plexi. Have you guys used it?

This one is crazy. So you can you can, it’ll search the internet. I love this, right? And it’s like, What’s the, what’s conversion copywriting? What’s, what it does is this is the future Google’s toast. So it’ll, it’ll look at the internet and it finds it’s reviewing Joe’s information, and then it’s telling me it’s answering the question for me, but I don’t have to link through, and it’s using all the sources. So how powerful that is?

Crazy.

That’s how we use it.

But so, like, I mean, could you copy this response and put that on your blog as a blog post of what is conversion copywriting?

You can, as long as you say, okay, so what I can do now is I can you can copy and paste this and you cannot overlay a formula. Like, we did a, We did a a video on this where we create content. So we we create content for clients. And what we do is we we look at the top ten articles that are ranking, and then we take that topic, and then we copy and paste it, and then we have AI look at that and you apply the copywriting formula features advantages, and problem you avoid, like that type of formula, and it spins it So it’s actually better content that was originally and that stuff ranks really well.

And it’ll pass plagiarism checks. And as long as you combine that with, like, your role that you’re you’re playing. And we always say, Gary, we we use different copywriters or you can find If you’re in that space, you can ask AI, like, who’s a really well known person in this DIY space or in this space? And AI will tell you And then you’ll say, well, what’s what’s that person’s writing style?

Great. Can you create a style guide based off that person’s writing style? Can you create a persona? It’ll do that for you, then you save that persona and that’s your data set.

And it’ll start running like that.

That’s the future. Like, it’s crazy.

But, like, so these those are citations. Right? Like, the one four three seven. So is it actually sorry. Like, when you say oh, gosh.

When you say that I would a plagiarism test, like, what I actually is that gonna come back as Well, so so right so take this right here.

Right? So just go, you could just guy write this rewrite this, using Problem agitate solution. It’ll do that. Right? And it’s you’re gonna have custom content on it. Right? This isn’t usually as good as, what do you call it?

This is meant more for search engines. Mhmm. But that’s all you need to do.

Right? And it’ll it’ll take that. It’ll rewrite it and spin it. In s e in the SEO world, we used to have tools that literally spin it.

That that’s what they used to do, but people are using, this isn’t a great tool for doing that. But you can put it in, in chat GPT. Right? And you could you could say, what is the rewrite this as problematic state solution?

This is good. And then you would have I’ll just agitate whatever it is, and then you would assign a role, like your conversion copywriter, and it’ll spin it for you.

So same thing. Just your and this is this actually works really well because a lot of the content, like, we because we’re in affiliate marketing. So we our goal is to get stuff ranked, but you know, how do you if someone has a description of a product they’re reviewing, and then we take that description and we apply a proven copywriting formula, you’re putting you’re producing better content. And Google has come out and said they don’t care.

They don’t care if it’s AI generated or human generated. They’ll rank it as long as it’s solving a problem and its quality content. And just by using these these formulas, it’s quality content because it’s a pattern, right, that stuff works. And the and that’s what we do to rank these articles.

Cool.

But I wouldn’t use, like, I hate semicolons. Like, we have a whole voice, right? Like, we have build out your database as well. Like, if you go here, we have different kind of prompts. Like, here’s an agitate, from agitation solution prompt.

We have different writing style guides. Like, here’s a here’s one writing style guide where it’s a flesh kinkade of sixty to seven. So we we have different ways that we want to write. And then depending on what we’re writing for, I could show you content, you’d never know.

Not a chance. And it’s, like, you even hear we have a trained. So this is, based off of, a flesh Kinkade example. Like, you can here, we give it specific, you cannot tell impossible.

Right? So that’s the and it’s just learning this, especially as copywriters, like, I’m direct response, but, like, in lead generation, any of this stuff, this is this is it. This is the future. This is the way it’s going.

And just learn this stuff to build in or to improve your writing style. Right? Not improve your writing style. You can still maintain your style, but if you can take your style and you can create a process from it.

Right? You can automate your own process, automate yourself and replicate, create ten versions of yourself. That’s that’s what I would do. Right?

Can you show us, like, if we’re just using top g b t without the team g b t How do you it that tab that you’ve just had open, like, is there an equivalent here?

Yeah. So this is this is a, you can you can this is a Chrome extension, which is a prompt manager. So you’ll have different we have different prompts here as well. So this this is a really good one. Like, there’s, how to respond, like, I do I do what done. Like, we plan out projects like this. It’s really good at doing this stuff.

Milestones, checklists, smart goals, right like an eighth grader.

This one is good. Improve readability. Like you can paste you just literally paste it in and you tell it to analyze this copy for me. And, and it’ll analyze it. It’ll make it’ll make recommendations.

There you go.

So it’s all about prompts. Right? But you have the if you’re using GPT four, then you can download that and just save all your prompts here. So you just create a new prompt, enter your title, you know, put the prompt here and save it.

Okay. How do you guys how do you get to that?

This this is a Chrome extension that you can you can purchase. Oh, not purchase, but you can, You can download. We I everyone should have access to so we made all of these prompts available, but I’ll share the link, to students.

So all of these prompts here, like your problem out of state solution, all of this here. So this is a really good one actually. This one actually examines your customer service data, your customer survey data, and it it looks for frequency and based off of frequency.

So, it’ll write a one reader for you using Joe’s formula.

And what’s cool about that is it’ll identify all of the hesitations and concerns, but it’ll focus on the top four percent. And it’ll spit those out so you know exactly what to address in your consultations. And we do this what we do in this case is we print these and we give them to the sales people. So when they’re doing a consultation, they they know the exact problem tate exactly what what to say, right, during the the the sales call.

And it’s all about prompts, right? It has really good. So build out your arsenal, right? Build out your, I use this for morning, brain dumps, everything. I don’t know what I’d do without AI right now.

To be honest. And what’s cool is that you can use AI to ask you clarifying questions. So if you if you’re brainstorming and you can actually use AI to talk to AI, so you could say as a project manager, I want you to take the role as a project manager, then I want you to take the role as, a senior pro or some other field, and then I want you to have a discussion about a project, and I want you to figure it out together and then give me a solution. And it’s cool. AI will, like, talk together. Figure this out, and it’ll give you a different perspective. It’s insane.

But that’s using it strategically. Right? You wanna and that’s really the way to look at it like there’s you can really use AI to streamline your processes.

And, like I said, make copies of yourself. That’s that’s the biggest the biggest thing. Right?

Build out your database.

Any other any, any other questions or I can answer for anyone?

Are people having fun with AI or is it just me? Is it every no. Everyone seems excited as AI as I am.

I’ve kind of taken a break because I just kept like losing time being down the rabbit hole. Also, I haven’t done much exploring in the past couple months.

Yeah. Use it. I’ll I’ll share with, I’m gonna do a, training on, we have an Excel file. So really, the key is to look at your processes internally.

Starting with the buyer’s journey. Like, look at your processes and then in each step, figure out what can I use AI to automate or how can I use AI to to to streamline this? Like a no brainer is what I just showed you the proposals. Another one is your your your VOC research.

Right? And you can’t we’re not at the point right now where you can automate everything because if I was to copy and paste this entire, chain of thought, it wouldn’t work. AI is just not it’s too much data for AI to analyze. I have to do it step by step, but it will get to that point eventually.

And then you’re just kinda, like, you’re you’re you’re building it out. You’d be surprised what you can automate. And this is just doing it manually. Like, you can use bots that, you with API integration, you can start connecting stuff, start feeding stuff. Like, it’s, it’s pretty cool.

Any, any other questions?

Nope.

Okay. Cool. So I’ll make the the the prompt available as well and if, I’ll put it in the chat as well, but it’s also available.

And like I said, everything isn’t here. Just, you know, go ahead, copy and paste it. And, have fun with it. And if you do wanna edit it to your voice, like I said, just just start, start adding your the inputs under this, and then you can see it’ll come out with different stuff.

Cool. Yes. Thank you.

Okay. Awesome. And, any questions, let me know. For Another session as well that we’re if we’re getting into this automation stuff, is there anything that people would like to see, automated as far as your workflows or that I can, I’m happy to build something out and, and help you automate it as well, and then we can share it with everybody.

No one’s using ai for anything? We gotta start.

Okay. I think what we’ll do is I’m gonna get, I think the next session then I’ll I’ll share the process that we use to get to that point where you’re you’re starting to automate your business processes and really the process and the steps, and then we can start with that.

And then just literally go step by step, build out your prompts, and then just build soaps, and, and, and document it, and then you’re, it’s pretty, it’s a lot of fun, but you’ll get a lot more done too.

Cool.

Okay. Cool. I will talk to everyone. Any other questions? Let me know. I’m glad to, to answer as well.

Thanks, Shane.

Thank you.

Thanks, Shane.