Category: Core Training

Justifying Your Copy

Justifying Your Copy

Transcript

Today’s workshop is on justifying your copy and minimizing client pushback.

And I’m keen to note for both of you, how are you justifying your copy with your clients now? Is it a process of popping on a Zoom call? Are you doing Loom, walk cruise?

Comments in Google doc, something else?

So for me personally, I don’t really have a specific process yet. I’m I’m kind of in the process of doing that. So I have quoted prices over email. I know that’s terrible.

I’ve also quoted prices over, like, a call.

I’d say about, I don’t know, fifty fifty.

Like, I’ll have the same amount of success or lack of success in both.

Okay. Alright. Cool. And this is for pricing the project rather than, justifying the copy once you’ve written it and presenting that copy to the client. Is that right?

Yeah.

Yeah.

Yep. Okay. And what about when it does come to presenting the copy to your client or submitting the copy? Do you have a process around that as of yet?

I don’t really have a process around that, but it generally is over a call or if they’re too busy for a call, then I’ll at least send them a video justifying at least some of the sections or or the approach.

Perfect. And what about you, Stacy, if you’re sandwich free?

I, schedule I call it an approval call. So I schedule an approval call and I present to them live on the call and make changes live on the call. I I My goal is always zero changes. And a lot of the time I hit that, and sometimes I hit just a few changes. And most of the time we get them done on the call, I have a few instances when there is, with enterprise clients where there are a lot of people involved and that usually has to be done in a Google Doc situation, just because of the nature of the the client and the way that they work but I try to avoid those if I can.

Perfect. I love so much that you frame the call in a as an approval call. I think that so clever, and we’ll talk a bit about framing in this workshop, but I think that’s genius.

And for either of you, I’m wondering, is there a place where the process of like presenting your copy feels uncomfortable or sticky or you are getting a lot of pushback or are things sort of relatively smooth smooth sailing. Let me know.

Let’s do some of the first I tend to, as I said, I shoot for zero changes, and I tend to get people, that have a a very positive response.

You know, even as that says on my website, sometimes people cry when I present their copy. So, Michael, have you do happy dance.

Perfect. I love that. And it’s the best feeling, hey, when a client has happy tears, he’s like, cool. I’ve nailed this. This is great.

And it’s not what about for you? Any uncomfortable or sticky sticky parts that you’ve experienced so far?

Generally, that happens a lot when the client is not too involved or doesn’t isn’t very communicative.

That’s why I can tend to get some pushback in the sense of like, we just don’t like this or maybe like this one get approved.

Lines related stuff. Usually, if the client has been like really good to deal with throughout the project, then by the end of it, I I I’ve never really had pushback on the topic itself.

Perfect.

I love that you brought up the phrase. We just don’t like this. That is Neema most frustrating if that is ever to hear from a client because it’s like, okay. Well, we need to talk about this need to unpack it. You know, we need to about how this copy is informed and crafted specifically for your project and your goals.

So, I love that you brought that up because that definitely I have a tax client that I I presented to recently.

Yeah. They they weren’t even interested in getting on a call, so I had to loom video most of it.

And and some of the feedback I got back is that like, the owner just doesn’t like it. Like, it’s a tax firm, redesign of the whole website, and he’s just like, hey, I’m just not gonna do the section period. So, like, Give me something else that I can plug in here. So we got stuff up.

Oh god. Okay. Alright. Cool. We’re gonna talk talk about those kinds of comments in this workshop too because I know that they can be incredibly frustrating, not an enjoyable part. Of working with a client and also often a really big roadblock to getting your best copy out into the world and performing as you’ve intended. So, we’ll definitely dive into that.

I think the thing I wanna start off this workshop with is just by really clearly stating the benefits of being really proactive and your approach in terms of justifying and presenting your copy rather than being reactive. So getting on the front foot, and a sort of nipping objections and push back in the bud before they arise rather than waiting for the client to tell you that they don’t like something, they don’t like how sounds. I’m not sure about how it’s gonna perform with their people, etcetera, etcetera, and then having to get defensive about that process. So Stacy, it sounds like you’re all over this, and Adnan, it sounds like it depends a little bit on client, and you’re still sort of finding the right, process in which to sort of set this up. So let’s talk a little bit about that.

Now the main reason that it is so beneficial to be really proactive when it comes to, justifying and presenting your copy is because of something called the confirmation bias, which you’ve probably heard of before, but in case not, it’s the tendency that we all have to search for and interpret information in a way that confirms our pre existing ideas and beliefs, while simultaneously dismissing any information that doesn’t.

So in terms of how this comes into play, with, copy and, presenting it, etcetera, here are some examples. So if you have a client who comes to you with the belief that good copy is written, so for example, that copywriting is more a creative process, that it’s more about having a really correct grammar, or having words that sound nice.

That’s gonna be a client who’s likely going to have, a lot more questions, resistance, etcetera, to the copy that you present, because as we all know here, good copy is assembled. Right? It’s pieced together through that voice customer research process.

It’s really informed. It’s much more a science than an art. So just an example there power client with that first belief is probably going to present more challenges, in the justification process than a copy with that second belief.

As another example, because I saw in Slack, that I think it was Abby and maybe Kate. I can’t remember now, who noted that, one of the most common, stumbling blocks they come up against when they are presenting their copy to their client is the question of length, like this is too long.

So if you have a client who comes in to work with you with the existing belief that the most effective sales pages are short and punchy, perhaps because that’s just what they’ve seen from brands they admire, whatever the reason it might be, they’re someone who’s again probably going to be a bit more of a challenge to work with than someone who comes to you with the belief that the most effective sales pages match the ideal prospects level of awareness and are built accordingly.

As a final example, if you have, a client who comes to you hiring you as someone just to get the job done, so this copywriters can help me get my website up live or get this email sequence set up and ready to send versus someone who comes to you, because they see you with an expert.

Again, they’re gonna be someone who’s gonna be a bit more resistant to, some of the copy that you’re likely going to present them with. Because they don’t have that base level understanding that you’re an expert in what you do. So of course this last point really, folds into and works alongside of everything you guys are working on inside of CSP at the moment in terms of really building your authority, finding your red thread, etcetera, and hopefully, if you haven’t already had the experience over the next few months, you’ll start to have it more often when people come to you, so when they’re coming to you as an inbound inquiry for working with you because they’ve heard you on a podcast or they’ve seen your article promoted somewhere, or they’ve heard great things about you in some community that they’re part of this is going to be, in most cases, a much smoother process in terms of having your copy approve with no changes, because they’re going to come into this relationship with the expectation that you’re an expert, you know, your stuff, you know, maybe I don’t fully understand you know, what you’re saying about this headline here, but I trust you enough, and I trust your knowledge enough that I’m happy to go with it and at least test it.

So Hopefully, as you can see, it’s not just your justification about the copy in the moment, whether that’s, on a zoom, in a loom, or in a Google doc, that matters, but it’s also the content you publish and promote the public conversations you have. So for whatever social media forms you might be on any interactions you have there in the public sphere that people can see, sort of, how your brain works, what your expertise is about, things about your process, about where you’re coming from with your approach to the specific kind of copy that you write, and it’s also the way you handle your sales and onboarding that really helps, first of all, act like a bit of a siren call to people who, are open to or share the beliefs that you have about what makes copy effective, and also help really setting that bias in your favor so that when it comes to presenting the copy that you’ve assembled for them, you know, they’re more, likely to look the evidence that confirms the belief that, okay, this is voice of customer.

And I know voice of customer data is really key in conversion copy.

So it’s all of these things coming together.

So if we start to look at this, in this much wider lens in terms of, okay, so if we’re starting this conversation and helping to set this bias with our clients and our prospects from the very beginning, from our marketing and how we position ourselves, you know, it’s really important to do that because again, if you do the work from the beginning, you can actually set the confirmation bias in your and your clients are gonna look for evidence that confirms what they already think and know and believe about your expertise and the copy that you’re writing.

Now one of the best ways to start doing this is through a skill called framing, and Stacy, your example of even naming the calls, approval calls. So when you’re presenting your copy, that is such a good example of framing because what that does is that the frame of reference for the call as, okay, this is the time and space where we’re going to just approve the copy. It’s like a check, a checkbox process. It’s not like a call where we’re going to talk about what you like and what you don’t, it’s me telling you what works and why. So it’s what really simply framing is just a way to set the scene or set the focus for what’s follow.

And as well as doing this with the copy itself. Of course, you can also do this with how you position yourself.

So as an example, obviously, I’m the mindset coach here in CSP, so some things that might be relevant for you guys to know about me are that I spent three years lecturing various psychology and psychotherapy subjects at a university here in Sydney.

I have a bunch of various articles and publications in which I’ve been quoted as an expert source for various psychology and psychotherapy, topics, and I also have a lot of hands on experience working with counseling and therapy clients, you know, in real world scenarios, and have also managed various counseling practices too over the years. Could tell you that stuff is a way to frame my expertise, or I could tell you other things about myself, like the fact that I’m once dressed up as a fart, that I didn’t get my driver’s license until I was thirty two years old because I hit a pole in my first, driving test when I was seventeen or that I have a thing for getting inside of boxes.

Now, obviously, the lot of three examples, don’t have any bearing on my expertise or the value I bring to the table but they do have a bearing on the perception of that, right, how likely you are to actually trust my expertise, and see me as the right person for the job. So obviously a bit of a silly example, but I just wanna share that as a way to illustrate that effective framing isn’t about changing the facts. It’s just about shining the spotlight on the right pieces.

So to help you think about how to do this in your positioning, and I’m sure these are questions you’re already thinking about as part of the red thread process and as part of planning out your authority building for the the coming quarters, you know, what expertise and experience do you have that qualifies you for the work you do? What is it about your process that gets gets results, because often if a client can buy into your process and your way of working, that goes a long way too in helping them understand where copy is coming from, and the process behind actually getting that on the page.

Another question for you to mull on too is how you can communicate or leverage or already from the first point of contact with your prospects or clients. Right? So how can you make sure in a way that’s not arrogant or annoying that this client knows that you are a really qualified, expert in the specific field in which they’re looking for assistance with. So thinking about all these things, and being able to communicate those with your prospects and your clients from that sales and onboarding phase is really going to help you when it comes to presenting your copy.

As well as using framing to really present yourself and position yourself in the best light.

It is also often helpful think about some copy specific seeds you may want to plant, again, through that, content marketing, through that sales process and through the onboarding process.

So for example, you might want to be talking about the importance of voice of customer research and how to leverage that data in your copy.

I know that when I first discovered conversion copywriting back in, I think it must have been twenty seventeen, there was a phase there where I was moving from tackling copy as a more creative process to obviously, doing it as a more scientific process, with or the data involved, in getting everything really on point.

And because I was still at that stage working with clients who were viewing copy as that more like creative, like, writerly kind of process. It was a bit of a hard sell with voice of customer to begin with, obviously that changed as I leveled up and my clients also leveled up. But if you are sort of in that phase now, one thing that I found can be really helpful to help a client who’s never heard of the idea of voice of customer before to help them buy into, you know, paying you for your time while you’re engaging in that research process is to say something like, hey, remember the last time that you were in a room with someone, and they said the exact same thing you were thinking.

Like in that moment, didn’t you feel like you had an instant rapport with that person? Like, wow. We’re on the same page. Like, you understand me or you felt validated in what you were thinking about because other person has just voiced it, you know, they are the kinds of things that really good voice of customer can do in the relationship between you and your prospect.

So bringing that concept that’s quite nerdy versus customer, right? It’s quite jargonistic. We obviously know about it as copywriters, but the average business owner may not bringing that into a really relatable metaphor can be a really good way to get buy in. And again, when we’re talking about, you know, framing and planting seeds and fitting that confirmation bias in your favor, if you’re able to really communicate the value of that, then when they hear you talk about, okay, I hear this section here, like ninety percent of this is just raw voice of customer data, you know, look at the way it really, you know, speaks it in such an emotive resonant way, etcetera, etcetera, they’re more likely to accept that and you know, be happy for that to make it out into the wild rather than, look at that and say, oh, that the grammar’s not right, or, you know, it doesn’t sound doesn’t sound so nice.

Could we just change this word, so thinking about things from that perspective?

It might also be useful given that copy being too long seems to be a key objection for some people in the group, planting the seed that your copy’s length is far less important than its performance. Right? No copy ever performed well simply because it was short or simply because it was long. It’s a decision that you, the expert, will make as you do the research, as you understand the prospect, as you understand the offer, as you understand your clients’ voice, etcetera, and you bring all that together into something that is best designed to hit their goals for the project.

You may also wanna talk about the value of testing and optimization for the simple fact that I think you know, while, of course, we can present copy that is as informed as it could possibly be and is ideally going to perform well there’s almost always room for improvement. So once it’s out in the wild, once it’s been tested for a while, being able to optimize and tweak, and increase conversions in, you know, some some way shape or form. So I think the more you can also talk about that, the more likely it is that a client will be amenable or open to you saying, look, this is, what I think is going to work best.

Obviously can’t be a hundred percent certain of that, but I’m hundred percent certain that this is what we should be testing to begin with. They’re more likely to buy into that to be okay with that to come along for the ride, I guess, rather than pushing back, and turning your copy into something that looks very, very different to what you’ve actually written in the first place.

Let me get down a level and talk about some handy skills that you can use to actually justify your copy. So when you’re having those conversations with your clients, think it’s always so important to reinforce the why. So to join the dots between what you’ve done and why it matters. So, you know, how this decision with this section here or this header here or this CTA being where it is, how that’s actually going to serve your client’s goals. Because what that does is clarify what’s in it for them, and of course as human beings, they all like to know what’s in it for us all the time, and therefore increases buy in. So magic phrases here to use are things like so that because that wave, which allows us or which allows you to. And as an example of how this can look even in a Google doc, because I know that not always do you have the chance as you’ve both mentioned to actually get on a call with your client live, and walk things through.

This is a half day rate that I worked on with the client. It was only a couple of months ago. Yeah, we got September.

So my Google docs, in these situations where there’s not time to do, a a call to get to get everything signed off on, my Google Docs are littered with these kind of explanations. And you can see here, like, how much y is in this one. So These are all from your client intake forms under a great example of the voice of customer data we were talking about this morning by communicating your ideal prospects prostrations in their own words, a copy resonates with them more deeply, letting them know they’re in the right place and the struggles are normal and therefore solvable, Since you know exactly who you want to target for this intake, there’s no mention of the kinds of challenger studio owners outside of small town independent studios face. So things like franchising, high staff turnover, etcetera. It’s another way to highlight who the program is and isn’t for, so you spend less time dealing with people you don’t want to work with.

So you can see in that justification and explanation there, there’s so many reasons why what the client is seeing is right there on the page. And I think when you are able to justify things really clearly and link them back to the goals that you’ve spoken about with your client, obviously the chances of them pushing back on that are going to get smaller and smaller, and the chances of you being able to walk away without having to make any changes or any tweaks to your copy then having that copy go into the wild and performing really well, like they’re all really high. So just an example of what’s explaining the why it can look like.

I have also found, for me and for a lot of my coaching clients as well, it’s incredibly useful to use metaphor, to help explain unfamiliar things. So, for example, the voice of customer metaphor that I gave for, you know, when someone has said something that you were thinking at the exact same moment. So the idea here is to liken something unfamiliar to something that’s inherently known or understood.

Because that provides a really compact and memorable way of expressing unfamiliar or difficult concepts or ideas, and it also leverages the power of a known experience So it aids understanding or buy in in a way that literal explanations can’t. So jargon often is an enemy, I guess, in the justification process because if you’re not speaking in terms that your client knows or understands, it can be really hard for them to, like, feel comfortable understanding what you’re talking about, and therefore putting that out, you know, with their business attached to it, putting that out onto the internet or into letterboxes or whatever, wherever your client is using that your copy and your marketing Another metaphor that I think can be helpful, and this is particularly when you’re having conversations with a client about the length of copy or copy being too long can be, okay, imagine that you’re a fly on the wall at say a car, a car yard, and you’re watching one salesman, having conversations throughout the day trying to sell cards to different people.

Imagine if that’s if that salesman was having the exact same conversation with every single person who came through the door, you know, because your sales page is your salesperson for this offer, you know, there needs to be a bit of nuance in there and there needs to be enough information that your ideal prospect can come in and get what they need to make an informed decision. So this page isn’t this long just because I wanna force everyone to sit at their computer ten minutes and, and, you know, and read the whole thing, it’s this long because it has the information that your prospect needs to make that informed decision and to make it confidently, whether they do want to take the step, whether that’s joining your list or signing up to your thing or buying your product.

And you can also talk here about the fact that as a copywriter, you’re leveraging things like section heads and appropriately placed CTAs to give people the pathways they need when they might need it. Just like the salesman at the car shop, car shop at the car yard, will also probably give different people different ins and outs to taking that next step. Would you like to have a test drive now? Or, okay, well, should we sign the papers? So thinking about that too can just be a nice way for people to understand why something is the length it is.

As a very small example, this is taken again from sales page. I think from a day rate, I think it might have been last year, but the client was asking for the FAQ section, what do you think about having them be in drop down menu form, versus having all of them and their answers on full display. And I’ve said option two for sure, FAQs are such a missed opportunity on sales pages, it’s a last chance of persuasion, not a simple bucket for WES and Watts.

If it helps think about the last time Lovely faces are blocking there we go. You searched, for information on deliveries and returns.

Chances are that page had more questions or bits of intel than you needed, you probably would have scanned down to find what you were after. And if the piece of intel you needed wasn’t there, chances are you abandoned your cart rather than going to the effort of contacting the store. So again, just a way of putting, your point across in a way that’s really relatable and easy to grasp for your client, that going to increase the chances that they’re going to be very happy with the decision and the justification that you’re presenting them.

You can also put put it back on them. So in cases where you get a request for a change, or you’re just like, oh, this is a terrible idea.

You’re asking a question. So for example, how many of your prospects do you think would understand this word with the intention of getting your client to realize or articulate something you already know or suspect This can be such a handy skill to use, because it’s far more powerful than simply telling them because it’s helping them draw their own conclusions about something rather than trying to tell them what’s correct. So when delivered with curiosity and not SAS, stiff condition, logic, objection, and create space for new understanding, So as an example, this is from a sales page I wrote years ago, the client said, thanks, Kirsty. It looks great. Wondering what you think about weeding this in somewhere in the section that’s describes the course, the watchful lighthouse for your next level.

Obviously, not a great phrase, and not one that I would wanna have on a sales page, but they’ve said our previous contact manager came up with it and it’s on a lot of our collateral.

So my response here was I’d love to hear you talk me through it so I can help you make the right call. What does it mean? What will someone think or feel when they read it? So this is me putting it on them rather than telling them straight out what I think, and the response I got was, you know, Amber and I sat with this neither of us could answer. I guess it’s about keeping an eye on obstacles, but that does seem like a weird way to say it. Let’s scratch it. And great because that meant that they basically justify themselves out of making a change was not going to aid the copy or its performance.

A final pep talk before we can, discuss things in more detail and get into any nitty gritty or specific scenarios you two have. The truth is that you can’t control what your client decides to do with the copy you present, but you can control how you justify your work so that it has the best possible chance of making it out into the world as intended.

So in those situations where you have to work hard to make your case, mull on this, Ultimately, will your client be happier if they get their preference or if they get results? And I think keeping this in mind can really help in those situations where your mindset gets a bit wobbly if you’re put on the spot to justify something, you know, remember this, they’ve hired you to get results, not to be a yes man or a yes woman.

Remember that you’re actually on the same team as your client, so don’t be afraid to remind them that hitting their goal is good for your business too. Right? Of course, you wanna provide them with copy and strategy that’s going to help them be a really great case study for you because that’s great for them, and it’s also going to be great for you to leverage in your as a case study or a testimonial or social proof or whatever it might be. So I think keeping these things in mind can be really helpful and take some of that fear and some of that heat and some of those nerves out of any of those conversations where you are in a situation where you’re on a back and forth about a particular piece or section of your copy.

Alright. Any questions or any specific situations you wanna troubleshoot?

Hang on. Let me escape this so I can see your faces in a bigger way.

There we go.

Any questions, guys? And don’t feel obliged. Don’t feel like you have to think of something, but we have lots of time and lots of opportunities. So if there’s anything I can help with, just let me know.

I just wanted to say that I enjoyed your, your take on all of that. There were lots of really good tid tidbits in there. So thank you.

Oh, my pleasure.

Is there anything else I can help you guys with, like, anything you wanna use? Cause we have half an hour still. Is there any time, like, anything CSP related that I can help you think through, talk through?

I didn’t come prepared with any questions. So I I don’t have anything on my mind that I wanna think through or talk through.

No. That’s all good. No worries. Well, I’m always in Slack too if you think of something later.

What about you? Yeah.

I don’t have any specific questions either, but definitely really found your talk beneficial. Like, I I liked how you talked about metaphor as well. I think the framing part and the metaphors are definitely something and, you know, it’s actionable.

So Awesome.

Good. Yes. And feel free to pinch those metaphors too. Like if they if they feel like they’re gonna work with connect with your clients, like, they’re all yours to take and use. And again, I just wanna say it’s tasty how much I love that you call your walk through call the approval call. I think that’s genius.

I’m gonna compliment you.

Thank you.

You know, I I can’t I can’t remember who I got that from, and maybe my colleague Erica. It was one of the I got it from another, another storybrand, certified guide who who used it first. So I can’t claim to be the originator of that. But ever since I heard somebody do it, I went, of course, why have I why have I not been doing that all along?

Yes. Genius. Oh, well, you’ve been to trace it to us. So thank you.

Yes. Everyone should do the approval call. I even have it. I mean, I, you know, here’s here’s what’s gonna happen. We’ll do this and then this, and then we’ll let’s go ahead and schedule your approval call. I schedule the approval call at the end of the of the intake call.

So Yep.

Perfect. I do that too. With all my calls from my projects, everything’s booked in as soon as they sign their proposal, just so we know what’s coming up when and what the purpose of each interaction is. Partly because of framing, but also because I’m someone who just likes to know what’s coming up next, and I love a good deadline.

You know, I do. I have one question.

You know, as I ninety ninety nine percent of the time, everything goes awesome. I had one client this past year who, you know, what what do you do when the lawyer starts editing your copy?

Not and not just because of legal review because, you know, I don’t know. They just thought that they knew better and rewrote everything.

So the copy that I wrote ended up being, like, ninety percent rewritten at which time I mean, I just kind of disengaged completely and let let them do what they wanted to do, but I’m curious how you would handle a scenario like that.

Yeah. So just to check, it wasn’t for compliance reasons. It was just No.

It’s not for compliance reasons. They were, one of the you know, one of the co founders of the company and just, you know, thought that they could write it better.

Yes.

I feel for you. I feel like that can happen. I’ve never had it with a lawyer, but with, yeah, co founder or with a designer sometimes, if the designer tells the client, but they think this will look better, you know, if it’s only if they take this section out, whatever, and you’re like, no. You need this section.

This is an important section. So I think the conversation there should be, you know, delivered obviously with tact, but something that communicates the fact that you know, okay, I, you know, I understand that you, obviously, you know, you’re tied so closely to this business as the co founder, like, I can really understand that you, you know, you want to really have a say in what makes it out into the world. I just wanna remind you that you’ve hired me for this specific job because of my expertise, you know, I would never try and advise you on on the legal aspects of your business. You know, at the end of the day, the call is yours.

Obviously, it’s your business, but the copy I presented really is the copy that I think will help you hit your goals in the best possible way on the timeline, you know, etcetera, etcetera. So communicating that kind of message, obviously the way you communicate it is quite important because you don’t wanna come off sort of combative and dismissive, but I think it is key to remind them that, you know, you’ve been hired specifically for the copy of the strategy, you know, you would never I would never, you know, when it’s a designer, like, you know, god, I don’t know how to design a sales page to save my life, but, you know, I would never try and advise on that.

So just remind them what they’re paying for, I think, is is really the best you can do. And, like, as you said Stacy, like, there are some situations, and there are some clients that are just gonna do what they’re gonna do regardless, but I think if you know that you’ve made the best case that you can for copy that you’ve written, like that really is where your control ends in that scenario, and sometimes you do just have to let it go, and it really sucks.

Yeah. Yeah. I have a another, another, colleague in the in the guide community who He has a thing. He calls it the push back once rule.

He will he will do his very best to push back once And then after that, you know, if they keep insisting, I mean, they’re the client. It’s their decision.

Yes.

You can’t save them from themselves.

That’s right. You can’t.

You can’t. And I think if they’re that kind of client, so, you know, you just kind of, yeah, you just have to roll with it and let it go as best you can I mean, the fact that ninety nine percent of the time you’re getting no or very few requests for changes or pushback in anything, I think that shows that you’re doing a phenomenal job?

So I’d say just keep doing what you’re doing.

And, you know, if you if you need help, if you get another lawyer who tries to step in, post something in Slack.

Hopefully, that’s not gonna happen again. Oh, man. I had I hope that that’s, hopefully, that’s a once in a lifetime scenario.

I mean, lawyers by nature. They love to redline things. That’s what they do.

That’s right. It was I’ll be like, yes. I’m in my, like, my happy place. Any lost questions, guys?

Not for me.

I’m okay as well.

Okay. Alright. Well, I guess we’ll end things there then. Thank you so much for showing up. It was nice to see you. Would love to see you both. Enjoy some time off over the next week or two.

And yeah, I’ll see you guys in Slack, I think I’m also doing a copy review tomorrow too because I don’t know if either of you will be there, but if you are, I’ll see you then.

Yeah, we’ll be in touch.

Okay.

Have a great day.

Bye. You too. Bye.

Setting Your Rate & Knowing Your Worth

Setting Your Rate & Knowing Your Worth

Transcript

So as you all, rightfully know, this workshop is all about setting your rate and knowing your worth.

So quick sort of temperature check, in the room, when it does come to conversations and decisions around pricing and setting rates, like how are you feeling? Is the general vibe that you’re worried you’re undercharging? Do you sometimes worry that you’re overcharging? Is it just that you spend a lot of time caught up, in these questions in your head as you go about your work and your business? You just give me like a one sentence insight for each of you in terms of sort of where you’re at?

I can give you a one word in this both.

Okay. Awesome. I love that. Very relatable.

Seriously, I’m in a house, so I’m not doing a whole lot of pricing.

Cool. Are you looking to go out on your own anytime soon, Randall? Is this part of plan?

Or So, yeah.

There I mean, just maybe this is TMI, but I when I signed up for this, it looked like I might be going back on contracts. With the same company I’m working for. Gotcha. In that moment for now has passed.

Mhmm.

But I’m thinking that just what I see with AI and whatnot, maybe it might be a good idea for me to, yeah, pick the thing and run out as far ahead of the blob of the seeping blob of AI, So that’s, yes, definitely giving consideration to, you know, doing a bit more networking, the next, you know, six to ten months. And then, yeah, giving real, I guess, consideration to going back out of my own again, probably about a year from now.

Awesome. Cool. Well, this could all be stuff that you tuck in your back pocket for if or when that time comes.

Absolutely.

And Julian, what about you? Where are you at when it comes to thinking about pricing?

I would say I’m probably more on the side of undercharging.

Was that under or over? Sorry. Under. Under. Okay. Yep. Awesome. Alright. Well, let’s start here, just with what we can expect to dive into today.

So I’m sure that all of you here have probably heard the advice when it comes to pricing that good pricing is all about ROI and or it’s about charging what you’re worth so today I really wanna challenge both of those statements because I think while there is, like, a little nugget of truth in both of those, pricing is far more nuanced, than either of these statements actually allows for. So the more we can move away from these sort of blanket all or nothing statements, I think the easier pricing actually becomes.

We’re also going to hopefully uncover some of the internal narratives that might be getting in the way of you charging the rate that you want to or the rates that you feel comfortable doing, and also, lastly, a fix for the fact that no matter how expert you are or how expert you become, you can never guarantee your copy’s performance one hundred percent, which of course can be one of those things that does make pricing challenging, particularly from a mindset point of view.

Now Abby, shared some really, generous beautiful insights into her challenges with pricing inside of the Slack group. And one of them was this, my secret wish would be for someone to review my end to end service and copy, and then give me a number. Congratulations, your work is worth this many dollars. And I was just wondering, does that wish resonate with anyone in here?

Yeah. I mean, that that’s certainly be awesome if it was that great porta book.

Alright.

This looks like about, you know, five hundred bucks an good stuff and go ahead and go out and get it, you know.

Yep. And Randall, I think I saw your mouth moving, but you’re on mute. Sorry.

Oh, I was, like, yeah. And my my machine’s breathing a little heavy, so I actually missed a bit what Nolan said.

Yeah, I don’t know if my statement would have that many x’s at the end. Monday maybe, but, yeah.

I love that. Yep. Cool. And thumbs up from Julian. Yeah. Awesome. I feel like it is such a normal desire to have because, of course, it is such a great idea to be able to outsource those things that are really uncomfortable for us, and to have someone else word or valuation to stand behind, when you are quoting a price for a project, and I think there’s a lot less mindset in talking about pricing if you’re working inside of an agency or another business, than when you’re actually creating your own prices for yourself as a service provider, So just wanted to put that out there to help normalize this, and then deep start to dig into this a little bit more.

So the pricing is about more than ROI, and ROI is about more than money.

So one of the objections I always get, when I’m working with coaching clients inside my own programs, is that because you write launch copy and for you, you know, it’s so easy to draw a really direct line of ROI between your work and the money made for that business, which is true. It is in launches. You know, you have so many data points, and you can, you know, quite easily, get a pretty solid idea of your impact on that business’ revenue from that project.

But of course, ROI is about a lot more than money. So let’s dive into these two points to start with.

So factors that influence pricing include everything from your target market and of course there is a ceiling for a certain type of golf with a certain type of client, and I always like to make this point because I feel that sometimes there can just be that overwhelming advice that comes out you to just continually raise your rates, raise your rates, raise your rates, but the fact is that there is a point at which you will max out, rates if you’re doing the same kind of project with the same kind of client. So at that point, something needs to shift and change, whether that’s the service you’re offering or the client who you’re servicing.

Supply and demand, obviously, also influences pricing, and I think this, folds in nicely to everything you’re doing inside in terms of really, getting known and building your expertise, because of course, you know, someone like Joe, who is obviously incredibly well known and respected in the copywriting world. I’m sure she has far more projects coming at her than she can accept. So, having less supplied than its demand obviously means that, you can charge higher rates, because you are a scarce resource.

Comtaining offers also matter, particularly in terms of how yours compares, whether that is the fact that it’s you who’s actually offering that service and in your prospect’s eyes, that makes it a more valuable thing, or whether it’s because, you know, your has a more holistic approach or they get more, deliverables, whatever that might look like, positioning, which is your ability to actually communicate your offer in terms of its features, benefits, any guarantees you can offer, those comparisons too with your competitors can often be really, really key in good positioning, and of course also the social proof so that you can prove that, you know, people are actually very likely to get, the results that you are talking about, as you promote your offer.

So the other major factor that influences pricing is, of course, you, so your financial needs and goals, the way you want to work the clients you want to work with, the expertise you’re willing to build, the demand you’re able to create, and, of course, the price you’re confident charging So in other words, all that mindset stuff that comes alongside of all the positioning stuff on the first slide.

So I think, you know, It can help full of things that were on the previous slide to think about something as simple as like the cheese cabinet at your local supermarket. You know, there’s a whole range of different options there, and each of those are positioned for a certain market. You know, they’ll be the cheap five dollar block of cheese that, you know, might be targeted towards families or students or whoever, and there might be the fancier, you know, rounds of brie that are twelve dollars a pop that obviously have a different target market, and they are positioned and packaged, etcetera accordingly.

So that can be sort of a helpful metaphor I think start thinking through the positioning of your offer and the price it should be given who it’s for, what it offers, etcetera, etcetera.

We will obviously be diving into everything on this slide, in a few more minutes, but while we’re talking about the more, I guess, practical elements of pricing, I wanted to just spend a couple of minutes talking about non monetary ROI because I know for some of you in the group, the line between your work and money made for your clients is harder to draw or sometimes not even that relevant.

So So other really valuable things that clients can get from the kind of work that we in this group provide are things like competence or legitimacy so for example, if someone is an excellent service provider, but they have a website that they built themselves two years ago on a dodgy like WordPress template, you know, being able to, have a website that’s professionally done messaged professional copy, etcetera, can really help with that sense of legitimacy around their business and their work.

Clarity as well. So often, even working, as I do with launch clients are being able to get real clarity on what it is they’re offering and being able to have the words with which to communicate that can be credibly valuable because it allows them to do things like appear on podcasts or on stages and talk about their business and their work, a lot more easily.

Opportunity, of course. So, you know, if you’re able to provide a client with a service that sort of helps them go up a level or become more visible, there’s going to be in all likelihood more opportunities come their way. There can also be things like customer or client status action. So example, for example, if you optimize UX, so if you’re working with a business on their onboarding sequence, for example, and didn’t have one before, that optimized UX, even though it comes after the point of sale, can help with things like retention, etcetera, etcetera.

So note that all of these can and often do lead to monetary gains, it’s just that the line between them is less direct or harder to measure. So if you are working in a space with one or more of your offers where the ROI isn’t necessarily all about money, or it may be kind of about money, but you’re like, how do I actually prove or measure this? Here are some tips. So find out what matters to your prospects and why.

So for example, if a prospect says to you, I just wanna site that makes me look look legit. Like, I’m over this dodgy DIY version I’ve had for the last year and a half, make sure that you ask them. Okay. What will that allow you to do? Why is that important to you right now? Because then you’ll get to the point where they might say something like, that way I’ll be more likely to pitch myself for those bigger deal opportunities. You know, I’ll be likely to put myself front of, the bigger deal clients, or I’ll reach out to pitch more in person events, whatever that might look like to them.

So, of course, in that scenario, if your client is doing more pictures and they have the assets to back them up, whether that is the words to talk about what it is they actually do and what they offer and what their expertise is, or, again, a website in this example that actually displays their for these, illegitimacy, words from, you know, clients who they’ve done really amazing work with, that equals more chances of lending gigs, which equals greater exposure, more leads, and ideally more revenues. So as you can see, in a scenario like this, the line between the you do and the money your client stands to make from it is quite removed, but in this situation, it still is there.

So what you wanna do is once you’ve identified that, assuming you close the project, you know, it’s actually then go back and close the loop. So remember to ask about those things once the project wraps and there’s been opportunity for these desires to be realized. So, I mean, ideally you don’t wanna ask for feedback about your work, you know, two days after you submit because there would have been no chance for it to be liven out in the wild and helping their client, helping your client achieve all these goals that they have for it.

But that way, if there is a line to draw between your work and dollars made, you’ve got a really concrete way to do it. Right? You’ll have a testimonial. You’ll have social proof, which you can then leverage, throughout your assets and your online presence and in your sales process trial. And even if there’s no line to draw, which again, no problem at all, people will pay good money for things that are not all about money and profit, you still have proof of the outcomes that matter.

So just just a little reminder that ROI can and often does look different to purely monetary things, and I think getting an understanding of this stuff can also help with your positioning in your USPS. So for example, even though I worked in launches, one thing my clients will very regularly say about working with me is that I just took everything off the plate, their plate, and made their launch so low stress and so easy and almost enjoyable. And I found that has been a really valuable piece of the puzzle for me to leverage my social footprint in my marketing to help me land more clients and specifically more of the clients that I wanna work with, and of course that has nothing to do with the the actual money made.

Alright. Diving a little bit deep now into the more mindset side of pricing.

So Abby also shared that I’m craving external validation and permission to charge more. But there’s still a feeling of who am I to ask for all this money.

Angelian, you said that you sort of are earning more towards side of being like you’re undercharging. So this may hit home for you.

I don’t know if you’re free to give me a thumbs up if it does and, you know, ignore me if it doesn’t, and no one may It does.

Okay. Awesome. And Nolan little nod there, I think, from you too. This sounds like an resonant sometimes.

Sometimes I’m like, oh, this is awesome, you know, and then I’m like, yeah, my goodness. This, but then, you know, the KPIs tend to speak for them ourselves, or or sometimes they don’t, you know.

Yeah.

That’s the beauty of our the nature of our work, you know.

That’s why we test too.

Absolutely. Yeah. Testing, oh my god. So much value in that process.

And Randall, I think you might have been about to say something? So you unmute?

Well, when I was, yeah, on the market, definitely trying to figure out, Yeah. Why should somebody pay me this kind of cash?

Mhmm.

Yep. Yes. I think almost every business owner has this worry at one time or another, and it can be quite a persistent question. And I think again, this is one of the things that is really problematic about the advice of charging what you’re worth So let’s dive into this. So first up, two quick statements, your work does not equal your worth, as a human being, as a person, and your business doesn’t equal you. So what I mean by both of these statements, this is an example that I hope is relatable, When you buy KFC, are you thinking about paying the kernel or are you thinking about buying the chicken?

So I think it’s just so important to really set the right frame for the exchange because that’s what pricing is. Right? It’s about picking the number or learning on the number that is a fair exchange for the work the outcomes that you’re going to be able to offer the person purchasing.

So remember that your prospects aren’t buying you, right? It’s not a reflection of your worth as a human being, lot of reflection of, you know, how much an hour with you is worth as a person.

They’re buying a product And in many cases, also an experience, right? And this can be part of how you differentiate yourself and part of how you add real value to the people that you serve. That you offer with clear expectations around the exchange, including the process, the likely outcomes, and what you’ll do to minimize risk So, I mean, I think as you can probably tell by this statement, the best pricing and the best conversations around pricing are really transparent. Right? It’s about both parties being able to make a really informed decision on, is this worth the money that this person is charging?

So I think if you are ever getting stuck on questions like, oh god, can I really charge this much? Come back to this, and just remember that to set to set your sights on this, and to not worry about anything beyond this, because this is the question that you are answering whenever you pricing, a product or a service or a program.

I wanna dive into internal narratives here, particularly those around worth and what you deserve, you notice I have both of those words in quotations, I think throughout this whole presentation because I think they’re quite loaded, quite loaded terms.

So I think the fact of the matter is that most of us have stumbled into copywriting, and there’s no formal universal process of accreditation. Right? It’s not like if you’re a doctor, for example, or a therapist where you have to meet certain requirements and also maintain, a currency within that industry, right, you have to do, while listing Australia, you certainly have to attend a certain number of training and get a certain number of hours of supervision to be able to maintain a license that says that, yes, this person is qualified, and adequate to continue practicing. That does an existing copywriting, right?

So in other words, it’s largely up to us as individuals to view ourselves as being up to task, which means that the stories we tell ourselves about who we are and how we operate can be hugely influential.

Both in really positive, facilitative ways, but unfortunately more often, in ways that are quite restrictive or limiting.

So in tonal narratives, this comes from the world of psychology, which is what my background is in. I worked as a therapist for a number of years before I stumbled into copywriting, and I used to do a lot of narrative therapy with my clients as well. But basically, these are the stories that we tell ourselves about ourselves and they are hugely influential because they do all sorts of things from shaping our identities to giving events in our lives, meaning They also tell us what we deserve, what we’re capable of, what our purpose is, and what our future should look like, and really at the crux of it, they influence the way we think feel and behave.

So for example, someone who has an internal narrative that I’m a slow learner is going to be less likely to seek and accept opportunities that put them in stretch and under pressure than someone who has an internal narrative that I always figure it out. So again, there’s a difference there between the internal narrative, which is what’s going on inside here, and the actions that we’re taking in the world, but there is a direct link between the two.

So therefore, in this scenario, person a, the I’m a slow learner is going to grow in skill and confidence more slowly than person b, and this is regardless of their expertise or ability. Right? So these stories we tell ourselves often have no burnt and no bearing on how qualified we are but they do have a huge influence on how we act and how we show up in the world and also, of course, how we approach our pricing and those conversations around that and the feelings that we have around that. So if you need I I wanna stop here and just ask if Any of you have any insight into what some of those internal narratives are for you, particularly when it comes to how they may influence your pricing.

And if it helps, like, as a personal example, when I first started copywriting, I came from an industry from psychotherapy that was highly regulated you know, I had postgraduate degree. I was registered with the relevant body here in Australia, etcetera, etcetera. There were so many checkpoints for me to go to, and then all of a sudden was in this profession that really just relied on me saying, Hey, I’m a copywriter now.

So for the long time, the first probably twelve, eighteen months of been in business, one of my internal narratives was like, you know, no one’s qualified me for this. So that was something that really impacted how I showed up the kind of work that I accepted and sought out and also the price of the decisions that I made. So I’m just wondering, Nolan Randall, Julian, is there anything coming up for any of you in terms of some of these stories that might be going around in your heads.

Here’s the I think for me, it was a matter of the question of selling. What was the big story?

And that, I, you know, growing up I’m much more close to identify with my dad than I do with my mom. My mom was in real estate.

She sold and sold and sold, all the time, you know, dinner after dinner, you know, I mean, not quite that bad, but, you know, She slept tonight.

And, And so I didn’t wanna be in sales. That was a big part of who I thought I was.

Mhmm.

And then when I left the academy and went to sales, that was that was hard.

And finding that strategy, you know, and you know, tapping into people’s needs rather than, and, you know, how I could provide solutions, that was hard. It was really hard. So not quite, I think, in terms of, this example, exactly. But, yeah, that that story, until I switch, from the selling to the solutions part. It took a while.

So Yes. Totally. And I know, and I think that’s a really great example. And maybe it’s not specific the pricing, but definitely to the process of lending clients, you know, because if you have a narrative that, like, I’m not a salesperson or, you know, even something like sell selling is unethical, and I didn’t know if that was quite correct for you or selling is IKE, that’s obviously going to impact the way that you show up to those conversations and those tasks. So that’s an awesome example. Thanks, Randall.

Nolan, I see you unmuted yourself.

Oh, yeah. No. Sorry. Yeah. No. That was that was awesome. Really well said that. Yeah.

So for me, I have two that instantly come to mind. And one that I know is, like, a more positive one, which is, like, I’m good with analytics and math because you mentioned real estate. That’s like what my background is, and I had that same thing where I hated the idea of sailing because before that, even I did, like, accounting and bookkeeping fellowship, used to crunching numbers and things like that. And then when I got into real estate, I was like, oh, man.

I I have to and I I’m okay with talking with people. I’m completely fine with that. I mean, the the fact that it’s, like, I need to be a little bit pushy. So what I found is a strategy that works for me to get people sold is, like, similar to you doing copywriting, you know, you speak to the one odd And for me, that was people who were like data geeks and wanted to know, like, macroeconomic facts about, like, the local market and things like that.

So I just spoke to that and I I stuck with that. And then the one thing that this is a little more specific to pricing is that, like, holy shit, I just made, you know, more than a hundred dollars in an hour for x amount of hours. Like, I’m not used to that, you know. It’s like it’s kinda crazy.

Mhmm. But then again, it’s like you said, just going back on the, the internal narrative kinda thing. It has to kinda it’s really strong stuff, but it’s, like, just kinda resonating right now. Like, because it goes into the subconscious that you build yourself where it’s, like, either I’m a slow learner, so I’m going to go about this differently. Like, you’re setting yourself up for these kind of things.

So Yeah. Absolutely.

If they’re positive or negative or both or confusing, or jumble of all.

Right?

Yes. Absolutely. Yeah. There’s lots of gray in this. They’re not necessarily always positive or always negative. There can be some which can go either way depending on the situation in the scenario, and the events that are unfolding around you.

Right.

Anything you wanted to share Julian and no pressure if you if you nothing’s coming or you’d rather not. That’s okay.

Nothing’s specific. It’s going to mine right now, but I’m I’m sure I have some of it.

No. No worries.

So I think one of the things that, is really useful to keep in mind, I think, when you are starting to spend some time trying to identify and then work with or work through those internal narratives that you may have that can get in the way of pricing and even selling as Randall and Ola Nubo shared, and I guess particularly if you’re thinking about any narratives around your worth, the narrative of I don’t know enough, which can be a common one if you’re in phase of learning a lot about copywriting or how to run a business, for example, that can be just as limiting as a narrative of I know it all. So people will often think that the answer to, like, not knowing enough is getting to the point magically somehow across some huge goal where all of a sudden you have all the information, you have all the answers, and you’re just like an infallible expert.

Both of those narratives, I think, are just as limiting because they both block learning and growth, and furthermore they rarely close sales. Right? The I don’t know enough person is likely to show up as being quite nervous, or maybe a little bit unqualified or, not as a partner, which if anyone watched my first training around sales calls, that is what good clients want. They want a partner, that they can work with towards the goal.

And someone who has a narrative of I know it all is likely to show up as being a bit of an arrogant dickhead, which is, again, someone that people probably don’t want to work with, right? And I think the, I know it all one is all often have blinkers on. They’ll be, convinced that their way is the right way, and they won’t have the flexibility to respond to challenges as they unfold, which let’s be honest, it is rare that you have a project that goes one hundred percent smoothly, and that everything that you think you’re gonna do at the beginning of the project is exactly what you do at the end.

There are often bumps and humps to overcome along the way.

So a far more fruitful narrative is I trust myself to figure it out, and I think one of the beautiful things about this is it’s takes away, the wait time between maybe not knowing enough and, like, having to magically somehow know everything, right? As you can be in the middle here and just be curious enough and open enough and have enough knowledge about what it is that you’re doing and who it is you’re working with to be able to make really informed decisions as you go. I think it also takes the pressure off, because it’s not about like being fully qualified and fully ready every single time for every single opportunity that comes knocking at your door, but it’s about saying, okay, this is gonna be a bit of a stretch or a bit of a challenge for me.

That’s a good thing. Like, let’s do this because I do back myself to actually be able to work through this in real time. And this kind of attitude is so appealing to clients too because It’s a bit like if you, I don’t know, like some plumbing in your house breaks and you don’t know what the problem is, but you know that your tap’s leaking and you can’t fix it, you know, it is a nice, safe feeling to be able to book a plumber, even if they can’t tell you over the phone, okay, it sounds like this is the problem. If they’re like, okay.

Yeah. I’m not sure, but I’ll definitely be able to work it out. Like, you know, I’ll come and have a look, and I’ll identify the problem, and I’ll, and I’ll give you a fix. So that can also be a helpful metaphor I think too when you’re thinking through what this narrative can look like in practice.

So in terms of how you build that narrative or more helpful narratives around, blocks you might have around things like sales, etc.

The key here is, a process called reauthoring, that’s what we call it in therapy, but basically it involves looking for exceptions to whatever limiting narratives you have around skills, your ability, or your worth, or selling, and mounting a case for more facilitative ones. So, single questions to ask here, if one of the narratives that does show up for you is around, you know, a lack of knowledge or skills or experience, can be one of you impressed a client or peer with your expertise, When have you surprised yourself with your know how or your ability, when have you got great results for a client or for yourself, don’t forget that often so many of the skills we use in our copywriting, projects are also applicable to what we’re doing in our own businesses.

When have you successfully tackled a new challenge or expanded your skills or expertise on the go, when has your work just flowed?

And for all of these questions, how did that feel? And focusing on the feeling of those experience. This is really important because as I’m about to show you, that helps, really rewire the brain in a more substantial, way.

Some other questions that you could ask. If you are stuck as, I mean, Randall, it sounds like you’re past this now, Nolan, I think you might be as well, but for anyone who’s an idiot watching the replay, and you identified with, what those two have shared about some feelings around sales and selling, you know, some of these questions could be, for example, when did a sales conversation feel more like service, for example, or when did having making a sale result in solving someone’s problem. So trying to find things that are exceptions to the rule or the idea or the story or the narrative in your head that, you know, selling is icky or like I’m not a salesperson, like finding exceptions to that so that you can thicken that experience.

And ideally, over time, and, with repeated, focusing on these exceptions to whatever that narrative might be, building those neural pathways in your brain so that you’re more wired, quite literally, like in a physical way, to expect those experiences, and therefore to act and respond to events in a way that aligns with those rather than the more, restrictive narratives that you may have at play.

So just some quick neuroscience here, and this may be old news to some of you, but our brains do have a bias towards both encoding and retaining more negative experiences, because from an evolutionary perspective, it’s important for us to have an almost automatic response to danger. If we’re in a situation that is dangerous, we wanna be able to respond without thinking. Crossing the road, there’s a car coming at you. You wanna be able to jump out of the way, without really having to think, oh, there’s a car. Oh, it’s coming quite fast and, you know, get hit.

So for that reason, unfortunately, it is the more negative experiences, which do make more substantial neural pathways in our brains. So these are often actually called in the in the literature channel. I love this term, superhighways, because those neural pathways are so established so thick and so smooth, it actually makes it very easy, for our brains to, like, send signals and synapses down those pathways. There’s very little resistance unfortunately, they’re often thicker than the pathways that we have for more positive experiences, which of course creates a bit of a chicken and egg type scenario, because not only are we wired to, respond to those things more quickly and more readily and to just jump down that path, we’re also more wired to attend to those things. So again, it’s about how we view and interpret the world and how we respond and behave based on those interpretations.

So, the good news, as you will no doubt, know, is that our brains plastic. Right? It’s never too late to change some of the wiring in our brain.

And, the process of reauthoring, so of spending time attending to noticing reliving dwelling.

That’s funny. I feel like you really get the in life to dwell on something, but dwelling on those more positive experiences, or those exceptions to whatever more challenging narratives you have around pricing and worth and value and expertise, etcetera.

That can be visualized as a small tree, growing Well, sorry, put your little lovely heads in the way, growing an increasing number of limbs as clients notice and re experience moments that can be connected to the preferred neural network, While this network may remain thin or sketchy at first, through repeated neural linking and firing, it will progressively expand in thickness and speed of connection.

So basically all of this stuff, I know it might sound quite woo woo, but it’s based in science, and I think the really cool thing is that it’s based in like physical so stuff that if you had access to functional MRIs, you would be able to see over time those connections thickening and becoming the preferred, preferred course of response inside of your brain. So it really is about changing the way you think in order to change the way that you act.

So the last thing I wanted to just touch on here, and then let’s have a nice juicy discussion. If yes, we’ll have time, on whatever’s come up for you. So this is the last thing that I’d be shared in Slack, and she said I have this comfort around charging good people for projects and I can’t guarantee they’ll make back their investment. What if I do everything I can to make the project a success, and it’s not enough?

Is this ever something that comes up for anyone when you are either selling a project, pricing project, or delivering a project?

Yeah. I relate to this one.

Yep.

Cool. Certainly. Yeah.

Yep.

And thumbs up from Randall. Yeah. And I mean, it is one of the facts about, you know, the work that we do. Right? There’s never any one hundred and ironclad guarantee, even if you do your best work, that it’s going to get the exact results that your client wants.

So because you can never fully guarantee results, think about what you can guarantee when you’re selling your offers or your products. So maybe it’s your process or parts of it. So for example, you can guarantee. So let’s say that you’re gonna do voice of customer research or you can guarantee that the client is going to see a messaging document before you go ahead and write the first copy asset. So they’ll be, you know, on board with the messaging and where it’s come from, etcetera, etcetera.

It could be that you’re guaranteed a round of optimization. And again, there’s no guarantee that that round of optimization is going to get to the promised land of results, but of course, the guarantee that you’re going to come back in at the relevant period of time and optimize what you can, you know, with the idea of improving the results that your client is seeing, that can be a really powerful thing to guarantee. Or it could even be something like a sixty minute strategy call say mid launch, often that’s a time when clients can start flipping out because there’s that mid launch dip or one month after the website goes live or whatever makes sense for the work that you do.

So those are just some ideas, and I think Whatever it is that you do want to guarantee about the work that you do, just make sure that it’s really specific and measurable or check offable because these things give you and your prospects confidence in your ability to deliver on it. Like it’s going to be something that both you and your client can confidently and honestly say, yep, I did that. That’s done. I’ve done what I’ve promised.

And I think by doing that, it does help, you get free of the discomfort around not being able to promise hundred percent the outcomes because you are promising something that you can absolutely control.

Did I deliver this part of my process? Did I show up for that sixty minutes strategy session? Did I do that round of optimizations? Both you and your client can say, yes, and I think that removes the friction around that and allows you to step into charging rates that are appropriate for the work that you’re doing.

And this is a final note on this guarantee stuff.

If you need help thinking through, what this might look like, this could be a helpful metaphor, imagine you order eggs benedict with smoked salmon at a cafe you’re trying out for the first time, but ends up being a bit meh, like it’s just not very tasty, whatever it might be. You’ve really got no form of recall right, other than to make an agreement with yourself never to go back there to get Brecky again. But if it comes out with him, you can then let the waiter know, hey, this isn’t what I ordered, feel pretty confident that the situation will be rectified. So you want to create this kind of clarity, for your prospect or for your client with whatever guarantee you So it’s something again that’s really specific, and really easily be able been able to be checked off as like either delivered or not.

Because again, that sort of certainty really increases both buyer confidence and also seller confidence, and can help you stand behind rates that are higher, and sell the sell those things more confidently. Alright.

So I wanted to leave some time for questions and also just diving into some of this stuff because obviously mindset stuff is, often quite personal, and see one little thing in the chat here.

Mylan wraps. What’s a mylan wrap, Randall?

Well, I think it’s the myelin that wraps around your neurons to Oh. The explanation.

If I I just Yeah.

What?

Think I’m hoping that the mylan wrapped around my memory of reading this awhile back. I was hoping you could confirm that.

I actually can’t. Sorry. Mylan wraps. It might I’ll I’ll I’ll check it out for you.

No big deal. There’s no No.

But I will. I’ll check it out for you. It’s not ringing any bills, but it definitely doesn’t mean that it’s not part of this process.

So let me I’ll I’ll get back to you in Slack.

Any questions, comments, anything anyone wants to workshop in terms of, you know, their thoughts around pricing, their specific challenges, Yeah.

I got a quick question on the the guarantee kind of thing. I think it, and it wasn’t your I have in my notes here somewhere.

So this might actually be voice of coach rather than voice of consumer, but I think, I have something in here that says, when you’re presenting an offer to someone, you could say something I’m a hundred percent certain that this is where we should begin testing, right, rather than saying, I think this is a hundred percent gonna get yield these specific results. Right?

Hundred percent. Yes.

Gotcha. And that’s such a reassuring thing, I think, for both of you, and I think that’s such a great way to have coming across as the expert that you are. Right? And yet it flips the frame in a way that doesn’t set you up for trouble or your client up for disappointment down the track.

Right? Because even with all the, you know, the proper data, sometimes, you know, we just need to test a different angle, and maybe that angle does three hundred percent better than the other, just off some small difference. Right?

Yep. Hundred percent. Love that. That was a very easy question.

That’s good, Noel. I like that. That’s nice.

Right. Voice of Coke, BOC. I love that we dove into some neuroscience because, my thing is all about, like, behavioral marketing strategy. And I’m reading this book right here. It’s all about behavioral science. It talks about some of that stuff you were going into.

So I was just like, wow, that’s crazy that I literally have this my address, you were talking about that.

How good? What a good coincidence?

Go ahead.

Anything else coming up for anyone?

More of a a thought to share rather than, like, a a question, but I do like, how you framed it is, and and additional to just like the ROI, how there’s a lot of not necessarily tangible measurements that go into your pricing, but things like, you know, the experience and the product. Right? And for my a dimensionalization thing. Like, I was just in Disneyland a few months ago, and, like, there’s a thing you can buy there where it’s, like, you can build your own lightsaber. Right? And it’s, like, a pretty good quality lightsaber. You’re mainly buying the experience because you can buy a a similar way higher quality light saber for much less.

Yes. Oh, yeah. I love that. I also really wanna go and do that.

Sorry. Yeah.

It seems like I missed out on it. I was like, okay, next time.

That’s the way it is.

Oh, but yeah, definitely.

It’s, I think, yeah, the advice that, like, good pricing is all about ROI, I think, Again, that’s, like, not nowhere near nuanced, nuanced enough, to be a helpful statement, but also I think it puts you in the frame of reference of thinking about money whereas, of course, ROI is often about so much more than money.

So it’s just about finding what the what the value in that service or that offer or that product is, and yeah, being open to that being a largely intangible thing.

So, you know, for example, I mean, coaching is a great example. Right? I mean, yes. Often, you know, when you work with a coach, that will end up in you making more profit, more revenue, etcetera, but the process by which that happens is often a bit indirect because it’s working on things like your mindset or it’s working on things that might be more process related. So yeah, just thinking through what that looks like for the work that you do can be really helpful, not just in you being able to set a better price, but also in you being able to communicate, the value and the position of your offer.

Right. No. That makes sense for sure. And also, like, to touch more on the the ROI, there’s like a a cost, not necessarily return, but, like, say, like, I think Ryan was talking about one of his workshops when you’re, like, productizing one of your services.

Not only needs to be simple for them to understand what it is. It needs to be simple for them to implement because you have to take into consideration the time and the team’s bandwidth, right, that you’re sending this over. And, like, what other systems do they have to do to juggle in your thing that’s gonna help them out. Like, is that gonna be easy?

Is that something they can do just like that?

Like, we have to consider that cost as well.

And another ROI, I think maybe it could even be like relationship with a client. Right?

Mhmm. Yeah. Definitely. Yes.

I mean, the experience, I guess, of working with can also be hugely valuable, or it could be hugely taxing, right, if that is not a good fit.

So, yeah. Right.

I’m sorry, but I’ve been like I had a headache so it’s like horizontal up right now.

I’m just gonna say you look lovely.

Yeah.

I know.

I was, like, lying down.

I have this has been really great, Christy. Thank you so much. No problem. I have kind of a more specific, like, scenario situation.

That I posted about in Slack, a few weeks ago I think you responded to because I was like, we’re coming up on the end of the year.

I was going to raise my rates for Mhmm.

Specifically my VIP days. Like, I’m fine with my big project rates.

Like, I’m raising those all the time when I, like, I feel good about those rates.

Awesome.

But I’ve just done the same VIP day, right, since I started doing them. Basically, I’ve done so many, and I even had, like, I think I shared in Slack, like, I had this client who had been doing regular days with multiple times a month for the past year straight, and he always he’s like, you need you you’re way under charging. You should be charging way more, like, gotten tons of results for him. Like, he’s like, you’re my secret weapon. You should raise your weights, not for me, of course, but for everyone else.

And, you know, and I I also, if you I just, like, haven’t because they’re so easy for me to sell. I don’t I don’t know if that’s really like a a mindset thing in terms of what I think it’s worth. It’s more just I think a fear of like that people just won’t pay. I don’t know.

I don’t know how to articulate it. It’s like people just don’t have that budget. That’s not what they’re expecting to pay and so I’m Like, okay. So I’ll just sorry.

I’m like a little incoherent because I’m have a headache, but No. Can I get through it?

So I told so I I did I doubled my rates and Joanna said to at least double them. She was like, oh, you should four or five x them. That felt too scary. So I doubled them.

And I told this client in particular.

And even though he’d said all those things, he was like, whoa, like, you know, doubling your way. It’s like, and I just didn’t didn’t say much. I was just like, yeah, you know, it’s overdue.

Mhmm.

And he had had some things. He had messaged me about wanting to do a day and then I told him I doubled my rates then he was like, okay. Let’s hold off. I need to be like smarter about how I use you. Mhmm. But now I have to hurt.

But, like, we were still in contact, but, like, he hasn’t that’s work that I didn’t get because of that.

Gotcha.

And I think I’m struggling with that because well, I mean, just post holidays, like, I was sick for all of December. It didn’t work at all. Like, got. I’m very light on clients right now.

So I’m like, I’m I’m in this weird middle ground, like, the middle ground of raising your prices where I’m like, I know my current prices, like, it’s so easy for me to sell it. Mhmm. But then raising it, I’m like, I don’t wanna raise it and then not be able to get any work. Yes.

Yes.

And I think I’m like in this.

I don’t wanna be in the scarcity mindset, but I’m also like, trying to find that balance because I had another sales call yesterday too where I know I could have sold my old rate, but I pitched the new rate And he was like, he wouldn’t say no, but it, like, gave him more pause. And, like, he has to think about it now. You know? Yes. Yes.

I don’t know.

I don’t know what my question is exactly, but just like this kind of weird in between, like, trying to figure out what the right Mhmm.

Rate is or if you have any, like, thoughts on how to navigate that.

Yeah. For sure. And I’d love to hear, Nolan Randall sorts too. So two key things came up for me.

First of all, just because something is easy, it does not mean it’s not valuable. And I think that’s the trap we all fall into. But like, oh, but it, like, takes me like no time or no effort. Like, I can’t charge.

I can’t charge, you know, five thousand dollars for that when it’s like a, you know, one thousand dollar effort.

The fact that it’s easy often just means you’re very good at that thing, and therefore the quality that the client is going to receive is actually going to be worth a lot more than what you’re charging for at the moment. So that’s maybe a mindset thing to think about. The second thing is that I wonder if you’re now in the situation, that I touched on very briefly towards the start of the workshop where you will reach a ceiling with a certain type of offer and a certain type of client. So is it that I have no doubt at all that your service is worth what you’re charging for it now.

My question is whether you’re pitching it to the wrong people, and I don’t know whether that resonates I think that was my concern originally when I posted in clap in Slack.

That was my original concern, was that, like, I feel fine charging those rates. Like, I I feel confident and what I’m delivering. I’m just not confident in the client the types of clients that are contacting me right now. And because I haven’t done any authority building, like, I’m not I only have access to a certain level of client. Yes.

So I think that’s that was my concern.

So now I’m wondering, I’m like, do I backtrack? Like, what do I do? You know, like wait until I’ve yeah. I guess that’s my that’s a good point. I think that’s the thing that’s happening right now.

Yes. I would also suggest life just on a purely practical level, you know, giving old mate who told you to raise your rates and then was like, oh, I need to think more about how the, you know, strategically, that’s how to use your time now. Getting back in touch with him, and you could even offer to help him plan that out, like, to get because I think once you get that first day rate sold at that price. Like, it’s gonna feel amazing. And you’re gonna have the proof that you can sell it. You’re also gonna have, I guess, proof of what someone gets out of that experience that price. And I think then that is almost like the window into reaching more clients at that level.

So that that’s a very practical tip, but, not only the model. Is there anything else that came up for you guys?

Well, Julian, this that sounds like this client would be an excellent, case study.

Yeah. Definitely.

In the process of doing the case study, you’d be reminding this client how much value you gave them.

Right.

And so that would be kind of a you know, soft sell reminding, like, what is missing from his work at this moment.

Yeah.

Right? So I don’t know. That might if if that’s something you like to use for, social proof.

Definitely. Yeah. The only reason I’ve held off on study for his clients was we’re still doing ongoing work together, and he’s, like, about to launch a whole another thing. So I’ve just been kinda waiting.

Until the right moment for that just because there are like more things happening.

And I do think, like, he’ll still he’s definitely still, like, not gonna not work with me anymore. It’s just like it kind of, you know, there’s a little bit of a shakeup, but I will say I so I’ve only He’s the only person I told the other other my other clients, like, they kind of come and go. But, I I had two sales calls this week, The first one was a client that, like, I even told them upfront that I was like, I don’t think this is a good fit, but they still really wanted to talk. So I was like, okay.

I’ll talk to you. Still thought it wasn’t a good fit, but, like, he was willing to pay he was, like, budget not an issue I told him the day rate, told him my project rates. He was, like, not a problem, but I still turned it down. So I guess I did technically, like, sell it without selling it, or I had someone who would be willing to sell it.

So I guess I kinda forgot about that until now.

But so I was just focusing on the ones I was trying to sell them and couldn’t, but Yep.

So, yeah, I got through some it’s just a weird what’s that?

Sorry. No. You go.

It’s just, yeah, it’s just a weird I’m in a weird in between place right now. Because my my project rates aren’t published, so I can I raise them all the time just on the sales? Like, I kinda just determine, you know, we’ll raise them. I don’t have to tell anyone or announce it. This is the first time I’ve done it where it’s like a set price that’s increasing.

Yes.

Two two quick things. First of all, I just I think it’s awesome. I think it’s so, so, so, so good that you still turned away that client, even though they would have been willing to pay the rate.

It’s never worth working with a bad fit client, even if you get the money, and you know that, but that’s just so good.

And secondly, I feel like maybe, like, a helpful way to think about what’s changed for the client who told you to raise your rates and is now sort of has not booked in another day at that rate since you raised it is it’s almost like you’ve changed the perception of yourself in his eyes. So you’ve gone from, like, you know, to use the cheese cabinet analogy again. I obviously love cheese. You’ve gone from like the super delicious like five dollar block that like didn’t just buy without thinking and like, oh my god, like, this is such a steal to, like, being the twelve dollar wheel of brie that, you know, you know, is delicious.

But like you now have to think a bit more carefully about when you’re going to invest in and and eat eat that, I guess, because it’s not as disposable.

So that’s not a bad thing, right, to increase your value and to own that is a good thing, but it has changed, I think, his perception of, like, booking and using you. So I’d definitely reach back out to him and just offer to be like, hey, like, I know you’ve got this new launch, whatever coming up, and I know that you do wanna together again, but you wanna be more strategic about how you use me since the investments increased. Like, did you wanna talk about that? Did you wanna hop on a thirty minute call and we can talk about that?

Yeah. That’s a really good that’s a really good suggestion. I’ll definitely do that.

Awesome. And let us know how it goes. I feel like sometimes the loops don’t get closed in and I’m like, oh, no. I wanna know. So please. Hello.

Yeah. Yeah. And know that was that did feel like like saying no to that other client, especially. So I I feel like I have it taken on projects before kind of with what you mentioned where it’s like, I can figure it out, but then being really it’s not so much that I don’t think I could figure it out.

It’s more just that I’ve taken on projects in the past when I’m like, I don’t have any other clients, and I know I can figure it out, but it stresses me out so much and I spend way too much time on it. And that’s the part I didn’t wanna do. I was like, I’m just not willing to be really stressed about a project even though I would figure it out because I will spend way too much time on it. You know?

Yes.

And then it’s But that’s not like the wind is like, I don’t wanna do that anymore.

I’m just not gonna take on. I’m gonna I’m gonna, like, believe that there are other things that I’m just making space for them.

So Yes.

Amazing.

Yeah.

Hey, Jill. Could you talk Jill, could you talk about your VIP day rate just for a minute or two?

Yeah. I’m actually teaching a four part in February done with you VIP day course for copy hackers. So you’ll see that coming up soon.

But, yeah, if you have is there did you have a certain question about it?

No. I again, I’m relatively new to the industry.

So I’m just wondering, like, what the general Oh, like, what it is?

Is that what you said? Just wondering what it is?

Yeah.

Oh, it’s just, it’s like a so I have my project there’s project rates that takes me, you know, six to eight weeks for a full website project. And then the my only kind of smaller offering is or someone can book me for a full day. So it’s like a full seven hours just dedicated to their project, that I have regularly. So they can kinda get on my calendar more quickly.

Understood.

Yeah.

So it’s kind of like an intensive session.

But this is basically on website copy or like, what is one of the variety of things will fall into that mix?

A variety of things. Some people do them for just one thing. I often do it for website.

Copy, but I’ll do it for smaller, like smaller projects that aren’t big enough for me to quote for. A lot of times, these plans have already worked with. So I already done all their research, and then they want something small that, like, isn’t worth my time to quote or plan. So I’ll just put it into a day or a half day.

I see. Thanks. Yeah.

Awesome. And just to maybe close a loop, julie, and so I feel like sorry, Anna. I feel like the you might be hitting up against a practical problem rather than a mindset problem because you’ve done the thing. You’ve raised the rate.

You’ve pitched it. Like, you’ve turned someone down even. So I think your mindset is correct. It’s just, yeah, you might maybe in a situation where you need to up level the people that you’re talking to in terms of prospects.

But I’d say, like, Old mate is definitely a shoe, and he just needs a nudge that was some Australian old nature shooting.

I’ll tell him that. I’ll tell him. Yeah.

So to to translate that, that means I think that that client is definitely gonna book with you. He just needs, yeah, a gentle knowledge to make that happen.

Yeah. Okay. Thank you for the yeah. Thank you for the suggestions.

No worries. Any final things from anyone?

No. Thanks for sharing. This was super helpful. Awesome. Yeah.

I appreciate you talking to you guys.

I really appreciate it. Definitely.

Yeah. Fine nice to see you all. This is great. Yeah, let’s keep chatting in slack, feel free to pin me with questions anytime. And, yeah, please let us know what happens, Dylan. I feel like the three of us will be here for other suggestions and also just keen to keen to follow the journey.

Cool. Thank you so much.

Alright, guys. Talk to you soon.

Thinking Bigger: Setting Bigger Goals for Your Business

Thinking Big

Transcript

We can jump straight in and get going this morning.
As you know, today’s session is designed to get you guys to think bigger when it comes to setting and getting goals for your business. And as you hopefully also know, if you’ve seen my comment in Slack, the session today, I’m gonna run a little bit differently. We’re just going to jump straight on in and actually do the thing. Because I’ve been reflecting on my previous sessions, and I feel like they haven’t quite been landing, as much as I wanted to.
So no theory. Not showing you how to do something later, we’re gonna go straight ahead and do the thing right now. So if you haven’t already, could you please open your worksheet for this session and have it either on your screen or on your desktop, whatever works for you. No shame if you’re old school paper.
I am often that person too.
Now if you go straight to, the top of the second page, so, the page with the first set of prompts and things for you, you’ll see that right up top, the first thing that is there is a fill in the blank style prompt, which says and sorry my face will be looking sideways because I will be also looking at my, computer with the non working sound. It says if insert your biz biggest robot or limitation was no issue, I had insert action and or outcome.
So obviously I’d like you to fill this in.
In terms of your biggest roadblock or limitation, that may be something that’s quite global in your business, So for example, something like time or capacity, or it could be something that’s quite specific to the business that you’re trying to work towards and trying to build here in CSP. So for example, if you are someone who is trying to shift from making the majority of your revenue via one to one client services to someone who makes majority of their revenue through selling, online programs or products, then it might be that your current limitation is you have a slow list growth.
So think what that is for you. I imagine for most people, it will be quite easy to identify that key challenge. It’s that thing that you keep coming up against.
And you may notice it in different patterns. It might have been the same thing for the last, you know, six months, twelve months, two years.
So identify that one, is anyone having trouble pinpointing that challenge?
Nope.
Abby’s a strong no. I love it.
Okay. Cool. And then the second part of that prompt, I would love you to put in, like, something quite wild, so don’t place any value judgments on what this sort of big action or outcome would be. But just think, like, in this hypothetical scenario, if that challenge didn’t exist, if it wasn’t there, What would you actually do then? What would you have in your business?
I’ll give you a minute to think that one through because I often find that this can be the piece of the puzzle, but can take a little bit longer to sort of pinpoint.
But again, you know, don’t filter it, don’t judge it based on all. That’s not really possible. We’re just talking hypotheticals here. So again, if that biggest roadblock was not there in your business, what would you then achieve? What would you do What would be the outcome?
Okay. Has everybody got something in that first box? Yeah, Abby.
Jessica Nicole Naomi, Caroline. Caroline, how are you guys going? Thumbs up from Naomi?
Jessica. How are you going there?
Abbie you’re supposed to be on Vauxer answering my question because I was like, I don’t wanna present to the whole group, but I will.
You don’t have to share if you don’t want to.
Well, no.
No.
No. It’s fine. It’s more because I need the help.
I have a list to things that I feel like could be my biggest roadblock.
So I think Abby, you talk to me every day. Well, what’s what’s yours? What do you think mine is?
I know what mine is. Mine is.
I know what yours is. I think I know it’s cool.
Yeah. Not raising not raising my rates. I don’t know what your biggest roadblock is though.
I think Thank you.
Okay.
I think one of them is is self doubt because you think you’ll wanna do something and then half, I think you’ll be like, oh, maybe I should be doing this. Maybe I, like, maybe I should have gone down this route and you’ll wanna change. So I think it’s indecisiveness, but I think it comes from self doubt.
Yeah.
I agree with you. That’s what I had. Fear of failing the self doubt thing. Okay. Thank you. That helps.
Awesome. Love this.
So good. K. Is that clarified the second part of that, thing for you, Jessica? Awesome.
And Caroline, how are you tracking there? You can pop something in the chat if you don’t wanna show your noggin secrets.
Yeah. I think Caroline I don’t know if you had access, but I think she might be with her family. In a car. So she said she may not be able to interact so that yeah.
I don’t know if you can see that or not, but No.
Sorry. Because I left, I thought maybe if I, Oh, there she is.
Yep.
Yeah. If my fear of something like fraud or self doubt was no issue, I’ve had my business change and charge a lot more. Okay. Cool. Awesome Caroline. And, hey, Katie, I see you’ve just joined us just to catch up. We’re just working our way through that first prompt in the worksheet.
It should be pretty self explanatory.
So you’re just popping in there what your biggest current roadblock in your business is the thing that keeps getting in the way of you hitting your goals, and then also what you would do or achieve in your business if that thing was no issue. And again, we’re just thinking hypotheticals here. So we’re just trying to broaden that perspective by knocking out that big challenge that always gets caught up and trapped.
And no worries that you were late. I also my audio didn’t work, so I’m a few minutes like getting started too. So not a problem.
Okay. Alright. We’re gonna roll through to the next, section of the worksheet pretty quickly, because the speed is actually part of this exercise.
So if you just, look beneath, where you’ve just put that first statement, you’ll see there is a table with ten different slots that says ways to bridge the gap from here to there. Now, again, I just want you to think about this hypothetically. So, any way that you could actually problem solve, and you could do the thing that you’ve just written down, Even if it, you know, that, like, not, like, that’s not gonna work for me, I want you to avoid placing any judgments on these ideas. If it would theoretically get you from a to b, I want it In that box, and the aim of the game here, success for this talk looks like filling in as many possibilities of that box as you can, even if some, ludicrous ideas or things that would not work for you.
So as an example, if I was doing this exercise right now, my biggest challenge with two very young kids’ capacity, and the thing that I would do if that was no issue would be selling to live with three half day rates a week. Every week because that would bring me about, I think, four hundred k, just from that one, offer every year.
And ways that I could possibly bridge that gap.
For example, I could deliver those day rates at night, when I know my husband’s here and he can be point person for the kids, I could hire a subcontractor.
I could look at some sort of agency model. I could build some sort of AI that could write like me to speed things up. So I’m just spitballing ideas, and as you can see, they’re sort of all, really, they’re very possible, and I’m not feeling during in terms of how suitable they might be for me. So I’ll give you guys five minutes to fill in as many of those ten slots as you can. If you have any questions or you get stuck, just give me a yell.
Oh, sorry, Carla. I just saw your question. Suggestions on how to bridge the gap when the issue is self doubt.
Yeah. Good question.
So I think when we’re looking at what your design outcome is Caroline. You promote your business and charge a lot more.
So we’re looking at ways to bridge the gap from what you’re doing in your business now to what that outcome is that you would actually do. So, for example, we’re just saying that if that self doubt wasn’t there, So if that wasn’t there, what kind of things would you do? Can you imagine pitching yourself for, various in person events to to speak on stage? Could you imagine, just setting your rates a lot higher and going after those clients who you know that could actually afford that investment?
Does that make sense? So we’re problem solving from how you could get from where you are now to where you identify that you would like to be in that first goal. And again, we’re just assuming that that self doubt isn’t an issue. Okay. Cool.
Alright, guys.
We’ll leave it there. How many possible ways to get from a to b did people get? Feel free to yell out or to just pop a number in the chat.
Eleven.
Oh, who’s that eleven then? Me over at Seadema. I love it. What about you, Naomi? How’d you go?
About seven.
That’s awesome, Katie?
I had trouble deciding which problem was my biggest problem. So I have eight solutions each, but I was wondering if you had any tips on, like, which to focus on.
Mhmm. Yep. Do you wanna talk us through the options that you have for what the biggest problem is at the moment?
Yeah. So when I just brained down to like, okay, problems, it was like, capacity, audience size, overwhelmed, like, not knowing where to go next, and not feeling really confident that I have, like, like, impressive client results to point people to that are recent.
So the three that I wrote about were capacity, audience size, and results, and I have, like, six to eight solutions for each of those, but it’s kind of like a meta problem, but I’m like not knowing which problem is the biggest one is, like, part of one of, like, an additional problem.
Probably part of the overwhelm, I guess. Yeah.
So I guess when you think about those three separate things that you did identify and, put possible ideas down for, Which feels like the one that you’re really bugging your head up against the most?
Or the one that’s really stifling you or stopping you from, like, making changes in the growth that you want to?
Well, I I the three that I wrote were capacity, audience size, and no results, but I feel like the overwhelm is the one that’s really stopping me because I keep starting different projects and getting them to, like, sixty percent and then failing on them to go work on a different thing because I can’t decide which which is gonna be the the one that makes the most difference.
Okay. Yep. So then it sounds like overwhelm might actually be the biggest challenge, and that perhaps these other three things are subsets, all of that. Challenge because if you’re not following through on a on a, you know, project or a lead gen system, for example, the way through, then that could be impacting.
You know, the list size and those kinds of things. Does that sound right? Yeah. Yeah.
Okay. So sorry. It sound like the one that you didn’t put.
I do four might be the one that you need to work on.
So feel free to, take a few minutes and then something sound for that. Yeah.
Well, I think I think too, the solutions for the overwhelm, like, the ones the solutions that I wrote could also help with the overwhelm one, two.
Yep. And I just wanna check with, with overwhelm as the key challenge, does that also help you articulate a really clear, like outcome or action that you would take, if that was no issue, if the overwhelm wasn’t.
Part of the equation at the moment?
I mean, I feel like if it’s like if overwhelm was no issue, then I would know which steps to take and which projects to tackle in which order.
Mhmm.
Yep. Do you have, I guess, a vision of what that would actually look like in your business? So, like, something that’s a bit further down the lines that if you doing that. If you had real clarity on, you know, everyone wasn’t there, so you knew what you were focusing on next, you’d finish those tasks, you’d be building something like where is that getting you? What’s that?
Further down the line, gold will collect.
It looks like being able to delegate because things are organized enough to bring another person in and being able to invest in support because I know what the task is, and I know what the desired outcome is. And then also having the, like, the systems that I’m building actually make it to a hundred percent, and then they start working for me.
Yes. Cool. Okay. So I feel like those are probably the more useful outcome to think about because they are obviously definitely a result of that feeling and have been able to prioritize tasks, but then more concrete things to be able to work towards. So been able to you know, delegate, automate, eliminate might be something like that or being able to outsource appropriately so that you have the space to do the court work.
There might be a goal somewhere in there that feels like it gets home for you, obviously use your own words.
Thank you, No worries.
Jessica, how’d you go with the table and the list of possible problem solving ideas?
Oh, yeah. I got about seven as well.
So Awesome.
That is amazing. And Caroline, I know you’re in the car, so feel free to just pop something in the chat if you would like. A number of how many you got to, and I’ll just keep an eye on that for you.
Seats. Amazing. That’s so good, guys. That is awesome.
So what you’ve just done is you have taken a hypothetical lens to, you know, what if, like, what could I do in my business if this thing wasn’t actually an issue. And when we approach goal setting from this angle, what it does, it allows you to identify what you actually want without those limiting beliefs getting in the way. Because you’re not doing the thing that we all do where you say, oh, yeah, but that wouldn’t work me because, or Oh, yeah, but that’s like a goal for, like, three years from now. So what you actually have in that table or in that list of possible ways to get from where you are now to where you’ve identified you would like to be, are possible routes to take.
Now some of those I’m sure will be absolutely terrible ideas for you and your business and how you like to work, and that’s totally okay. So if there are any in that list where you look at and you’re like, like that, theoretically could work, but I know that that’s just not ever gonna work in practice for me. Feel free to cross those out.
What I would love you to do is identify one of those that feels like the best fit. And it’s really important that when I say feels like the best fit, that doesn’t mean that you’re gonna look at it and not feel any discomfort because growth requires discomfort and there is a natural tension between what you want and what you need to do to get it. So, again, just reiterating that the best fit idea in your list there probably isn’t gonna be something that you feel one hundred percent confident with, but I’m just asking you to identify the one that feels like it fits you and how you work and your business and what you wanna build the best. So I’ll give you a minute or two to do that, and if you have any questions, oh, I don’t know what the balloons are going on.
Alright. And there we go.
Sorry. I never zoom on my phone, so here we are learning new things by accident.
Okay. Questions as you’re identifying that one, let me know. And once you have identified the best fit one, if you could just pop it in the chat, that would be awesome.
Bedtime, Abby?
Yeah.
It’s like five seven, but I’m so sleepy for some reason.
But it’s tiredness, not boredom. I promise. Sorry. It’s enjoying it.
It’s often me because I’m in Australia, like, on Paul’s father group programs and masterminds I’ve been part of. It’s often a ridiculous time for me, so I know that I know the feeling.
Naomi limit the number of clients to five and raise them in a monthly investment to three k. Awesome. This culture. I’m try I’m trying to reverse engineer what your, key challenges or limitations must be. And it’s quite interesting to see this. Awesome.
Katie, book a one to one coaching session to get ideas out of my head and verbally process what I’m stuck on. Amazing.
Hey, guys. These are really awesome. These are really clear and concise and totally achievable.
This is so great.
Are you going, Jessica? Do you need some help?
Maybe.
It’s the self doubt thing, which that if I was able to do I think that’s where I’m I’m I focus more on how to overcome the self doubt get to the thing on the other side of that. But I think the thing on the other side of that, the outcome I’d like is two seasonal sale campaigns a month around ten thousand dollars with clients that I like, and that I could use for further you know, books and promotion and things like that.
Awesome.
Does that seem in alignment though?
Yeah. Totally. Because I think your self doubt wasn’t an issue, then that’s probably what you’d be doing because you wouldn’t be scared about pitching those people or lending those projects.
Okay. Or to the green results. Okay. And, yeah, in in Fabi, I mean, it’s green too.
No. Yeah. Your because you’re self doubt, I think this comes from feeling like you don’t have the experience that you want to have. So I I feel like as soon as you start getting leads and doing projects, your confidence is just gonna go up and you’re not gonna put up with that self doubt, like, be because yeah.
I think I have the same a similar thing to Katie where it’s been so long since I’ve done seasonal sales.
It just feels like I’m too far away from it. So, yeah, I get yeah. Okay. Thank you.
Mhmm. And I think one of the, Cool, but also annoying things about self doubt is that there’s that little gap you have to bridge often in that you have to do the same. To solve the doubt.
It’s a catch twenty two and it sucks, but really it is the best way to get through it.
Cool. So with that in mind, Jessica, maybe I don’t know if you need to maybe write down some different, possibilities or different ways there, or we could you identify those now? What what would work best for you?
I’m quick just typing in if I can look to seasonal sale campaigns a month at ten k each.
Mhmm. Yep.
That would be kind of thing.
Okay. Awesome.
Amazing.
And again, Carla, I know you’re driving, so I won’t order in the car. So I won’t invest you, but if you do wanna share, feel free.
Okay. Guys, this is so good. So as you’ll see, the next box, which I deliberately left quite, vague in terms of heading, because, I mean, I feel like you already knew this, but I didn’t wanna make it super clear. I’m now going to ask you to actually take this hypothetical idea and it concrete and break it out into steps.
Because, of course, I think this is also where we can get lost when we are trying to make movement towards our big goals is that we have, you know, the end goal in mind, but we don’t know where to start. We don’t know what to do for the second, third, fourth, or fifth to do that thing.
So these things that you have written in the chat here, if you’re looking to actually do that, like what are the steps to actually make that a reality? What do you have to do? And I’d say this could be depending on how your brain works, a bit of a messy process in terms of actually writing things down and ordering them. So don’t worry too much if put something down and then realize, oh, that’s actually like step number four.
You know, this is your worksheet or your space wherever you’re working in. So you can edit. You can doodle. You can move things around.
It can it can be messy.
The important thing is to get it out on paper.
And I know that can also be the part where things can feel tricky and sticky and some of those mindset gremlins can come up. So please, as you are going through this, let me know what’s happening. Let me know where you’re getting stuck, whether it is a practical thing or a mindset thing, and I would love to coach you through it.
Can I ask Christie, like, I feel I feel like maybe I jumped ahead a step? Like, the thing that I put in the chat was the concrete step that I could take. So am I supposed to look like the goal is know what to do when I’m gonna do it and what that thing entails.
Mhmm.
So now it steps to get there.
Yes. Actually, yeah. You’re right. Sorry. Yes. So your this is this is great first step I feel because you can do that theoretically today.
Right? You could. Yeah. Book a one to one session with someone. And then I guess, you know, after that and after you have that information on paper, then what happens next?
Is it then are you maybe looking to hire someone to set up anything that has been identified as being able to be systematized or automated, is it perhaps interviewing VAs or OBMs, like, what are the steps in there that you see reaching to that goal? And thank you for bringing it up because, yes, you’re totally right. That’s a one step thing that you’ve got in the chat.
So What I’m identifying is the thing that I want that my big problem is stopping me from happening.
That’s right. So I think you’ve already identified that, and now you’re talking about, so if there’s a way to solve that problem. So perhaps it’s perhaps you need to go back to the section before this one and think about, like, okay, like, one way to solve that problem would be to outsource everything or to hire a system specialist.
Or it might be to, like, hire someone else. So so I think, yeah, maybe it’s about going back to that table before and looking at those because I think, yes, what you have here looks like the first step for you to get in clarity.
Into how things are sitting and where you can make them easier and less overwhelming and more streamlined. Does that sound right?
Yep. Yeah. It’s all just kind of clicked into place while you were talking. It’s okay. Thank you. Okay.
Awesome.
Alright. Is anyone stuck either on the practical step or is anyone feeling the kind of resistance that makes them think they won’t actually follow through on the things that are in front of them?
So I’m struggling with a lot of my clients are I I have very personal relationships with them because I work in a very small ecosystem.
And so some of them I started I only really started working on full time, like last May.
And most of my clients are either friends of friends or friends of old colleagues, or there’s like no more than like two degrees of two, three degrees of separation between me and most of the people in my ecosystem, which is good, but I not sure how easy it’ll be for me to either fire clients that are not working out or raise rates that are way below what I’m charging now because these are people that I’m gonna see in person pretty often, and I have to make Sure.
Got you. That can be tricky definitely because you’ve got dual relationships there, client, and also some sort of social relationship.
Would, raising the price of your services, would that, effectively fire some clients for you, like are some of your forfeit clients who won’t be able to afford this new price.
Well, some of it is just like, it’s a little bit of work here and there. But it’s not really worth doing the work because it’s just taking away time, every email, every call. It’s just is just draining my time. So I’m wondering also if it’s if it’s worth it at all, if it’s just a few hours a week, I, I, I’m not sure. I’m not sure if they would be, if they would be scared away.
Or they would think, it’s probably not worth it. We’ll just do it in house.
Mhmm.
Yep. Okay. I was only asking because somewhat sometimes that can be easy way out. When you outgrow a client, and then you raise your rates, it can be you can know sometimes. Like that person, then we’re gonna say yes, this is actually my problem for me. I think in the case where it sounds like you’re saying that you may or may not, but you definitely have some clients in mind who feel like they’re not a good it for where you actually want to take and grow your business.
Remember that the reasons that you have and you know and you’re telling yourself for wanting to get rid of them, you don’t have to pass those on to those clients. There are other ways to let them know about the decision. So, it could be, again, thinking that you obviously wanna try and preserve some of the relationship because you’re probably gonna bump into them socially and as things so intermingled for you, simply telling them, hey, the way I’m doing business is changing.
Here’s what’s happening, and I know that historically haven’t worked together this way. And I will be really sad to see you go, but, you know, this is what’s next for me. So there can be a way of, like, just letting them know quite kindly, quite politely without sort of going into the details of perhaps why they themselves are not a fit, and therefore making it personal.
Will it be uncomfortable, probably? I think a lot of conversations that we have in business are, but think you don’t want to sacrifice your business success, you know, for the sake of potentially a few awkward conversations.
So Yeah. I’m actually saying it probably will be uncomfortable, but I think you’re absolutely right. If it’s bits and pieces work, if it’s clients that really don’t fit the vision you have for where your business is going, and they don’t support that, either in terms of money or the work that you’re wanting to do, then it is time to let go of them and time to make space for those who do. Anything else? On Naomi, do you wanna talk about that a bit more?
Does it make sense to get rid to let them go before I take on new clients or just buy new clients and then let them go.
Mhmm.
I feel like it always makes sense to let go of some of them before in order to make space.
Even though that’s scary, and I know, you know, financially as well, it can be daunting to see blank space in your calendar.
But I think most of us in this room can probably attest to the fact that if you hang on to clients.
It’s if you don’t create space or ideal clients to come into, then it sort of drags on and on and on, and, you know, you’ll be six months down the track before you actually make the change. So lightify under your own bum, I would say, by getting rid of these clients making space, for people who actually are a good fit. And reach out in slack when you’re doing it too if you want to because I think sometimes even just having, like, the support of people who’ve been there, who’ve done it before while you’re actually doing the scary thing can be really helpful, and can just make you make that move even when it is uncomfortable.
Amazing. Do you guys are legends?
Alright.
So we’ll move on to the last, piece of the worksheet, and then I think we’ll have a few minutes too to just open up discussion on whatever you’d like. But you’ll see the last thing there is a table, with good space for good, better, best goals.
So I think chances are you probably already identified your best goal in that initial statement that we did at the top of the worksheet.
It may not be, but I think nine times out of ten, that’s probably your ideal outcome.
So thinking through then how to set other goals so that this isn’t a next size that is so black and white and you either hit that goal or you fail miserably, what are good and better goals? So a good goal is basically your baseline level of success, which might look quite different to your best goal, but is still absolutely a really positive shift and a positive growth for your business in this direction that you’re moving in.
A better goal is typically somewhere between the good and the best goals. So it’s something that you can feel really chucked about, you know, this this move and this strategy has been more than successful, even though it might not have keep the heights of your, like, ideal, like, best world scenario outcome.
And the reason that these are important is that Again, it gets you out of that black and white thinking where sometimes we normally set big goals for our business and we’re working towards them. If we get point, we realized they’re not gonna happen to the extent in which we were setting out to achieve. We can get disheartened and we can give up. If we have these goals that allow us a little bit more flex, and allow us to actually benchmark our success at different levels. It is often more motivating and just gives us, something better to reach towards And also, I find when you do hit the good goal, you can often get a boost of motivation to keep reaching out for that better and then that best goal too.
Ideally, of course, these goals should be measurable in some way.
So even if they are a feeling goal, which is totally okay, by the way, if one of the goals is that you feel less overwhelmed.
Just think about what that actually looks like and how that could actually be measured. So for example, that would be, you know, it means that I get to switch my laptop off at five thirty PM every day and not worry about you know, what I’ve got on the next morning. It could be something like that. So something that you can actually measure as opposed to just, like, feel less stress because I think without the specificity there, it’s gonna be a very hard goal for you to actually reflect on and work out. Yep. That’s what’s happened or no. I’m not quite there yet.
Katie.
Well, hey, maybe that is one of your goals though.
Maybe sure to Alice, who knows? But I know there’s works.
Sometimes I feel like you’re working fully hours and then sometimes Fifty months the opposite.
It’s the day care pickup. Is it three thirty? So, like, I could happily work till seven, but I just don’t there’s no space.
Yes. Well, I feel that very much too.
Katie, I know. It’s a season. I keep telling myself that. I’m like, there will eventually be more time in our days where little people don’t need us to do all the things.
Yeah. I feel like I don’t know about you, but I do feel one good side effect of motherboards is that my efficiency rates have gone through the roof. It’s like when I have time that I can use, I use that time.
I’m on the opposite side. Mine is gone. Yeah. I kinda wish I had that limitation right now.
I have too much time. So Either way, you’re gonna have a problem. It’s either you don’t have enough or you have too much and you gotta figure it out. It’s kinda like money.
You either have too much or too little. And no matter what you’re pun penalized for one of them. So yeah. I didn’t join the little kid.
I take my little kid back anytime.
Back to the five year old, I’d take her again. She was fine.
Twenty one is fine, but That’s such good perspective, Jessica.
Thank you for sharing.
You’re welcome. Enjoy them while they’re little. Yeah.
Hey, guys. Anyone struggling with the good, better, best goals? Anyone unsure on how or when to try and measure their progress against them?
I feel like you’re also so so compliant this session. It makes me a bit nervous that maybe haven’t set goals in a big enough.
So I remember this should feel uncomfortable. Like, it should feel exciting, but it should also feel uncomfortable as you’re reaching for these things because growth Just by definition does require discomfort. And as I mentioned earlier, there will be that tension whether it’s now when you’re actually doing the thing between what you want and what you need to do to get it. I really would love for you at those points in the process to reach out in Slack and say, hey, this is what’s coming up for me.
How do I deal or, like, can you just normalize this? Whatever whatever you need because, you know, you’re in CSP for a reason. I think you’re all ready to do big bold bad ass things in your business, but you’re also human. So I think you’re going to fault it in that journey from time to time as we all do.
So it’s normal, but reach out. I’m here. The other coaches are here, and we’re really just we want you guys to kick huge goals and do amazing things.
Alright. Pep talk over.
Any questions on any of this stuff or anything related to mindset business, copywriting.
Oh, that’s yeah.
Oh, you go.
Have a good one.
No. You don’t. You don’t.
Well, actually it was something Abby and I have discussed before, so I was just curious, Kirsty, what your thoughts were. So as I’m, you know, I So I don’t know if I have told you, but I used to run seasonal sales for over it’s ever been a lot of them, but it was a couple years ago when I was working for a company full time. And as I’m kind of thinking about this launching the package a signature offer of seasonal sale campaigns.
And I’m kind of struggling with the how to launch it, but then also, you know, Abby and I’ve heard Joe say either if you want case studies and stuff, do it for free or make the really high ticket price, you know. And so that’s kind of made me hesitate with putting it in a middle ground price range. So that’s why I said ten k because that’s a little bit bigger. But I don’t know. I’m just curious about your thoughts around any of that with launching this signature offer.
I haven’t had any people keep coming to me for email, which is great. I’m not complaining, but it’s not this. And I’m just kind of sitting there going, okay, practicing is a really important part of the positioning.
Well, do you have any recommendations or thoughts?
Yeah. Sure. I think, I mean, obviously Joe is a genius. I think probably what she says goes.
I think if ten K feels like it is that little bit uncomfortable, I think it’s probably the right price to set it up. I always find that if too comfortable with the price, then I feel like the price is too low. So I think that is the right price. I think it’s sent about how you position that and how you make sure the clients really see the value in that investment.
They see the ROI, and they have the desire for this amazing service.
So in terms of launching, do you have access to your ideal clients, like on an email list or similar, or will you be pitching people directly else he’s gonna go?
So as I’ve come back in about, I kinda let my business go dormant for a while. And the people on my business on my email list before were people who sought me out for, and funnels and all of that kind of stuff. So they were not e commerce and not, well, no, they were a couple e commerce, but, not not an alignment with this offer at all. So I’m basically starting again with a zero audience, so then that’s another thing that comes up on my list of need to build audience with this ideal, you know.
Yeah. So, no. I other than cold or warm pitching that kind of stuff, I don’t have a list with the ideal customer.
Okay. Cool. So, I mean, in that case, because you don’t have ready access to your ideal client, I would probably suggest offering to do one of this service for free or for a very low investment so that you can get the social proof. Because I think if you’re going to be doing outreach and you’re going to be warm pitching to people, it’s just going to increase the likelihood of getting a yes so much if you can say, hey, and I did this with this company in this business, and here are the results they got.
Because if you’re a relatively unknown person to your ideal client, you know, you really, I think, do need the proof and the value of what you do.
So I think and also, obviously, pitching people with the offer of something at a really low price because you’re wanting to use their their project as a case study or even for free, like, that is a much easier yes for a company. So that’s what I would do one hundred percent if I was in your shoes.
Great. Perfect. Thank you so much. My worries.
Abby.
Can I can I ask a follow-up question on behalf of Jesse?
Because Jessica, like, because you do have social proof and, like, you are gonna get that testimonial from Joe. Like, you have testimonials.
Do you really need to do? Like, do really two on free? Cause I know that Jessica, like, one needs the leads now and needs to get these projects in, like, what when when is social proof enough?
Like, does That’s a question.
Right? I don’t have social proof on this particular offer, the way it is. I could reach out to the former client and see how much permission I could get to share what I did for them.
Their marketers I bet Christina knows a couple of them, and I’m not a hundred percent certain they will let me or what. But I didn’t sign anything, but yeah, Yeah.
Does it have to be, like, for your specific offer? Or can it I mean, your offer is comprised of, like, copywriting and strategy, and you have testimonials that demonstrate you do strategy and copywriting very well.
I don’t know. I just don’t want because you said your goal is to booked to seasonal cell campaigns at ten k each, and doing one for free isn’t that gonna, like, slow that down? And I’m not, like, trying to argue with your advice see. I’m just more like because I know I know that Jessica wants, like, pay projects. So I’m just kind of, I don’t know.
I I would worry.
I I don’t know exactly what company is you’re working for. But if I’m thinking of hiring somebody who wants to do something for free, my thinking might go to why are they free? Like, does that mean they’re not worth the value?
Like, that would almost be a red flag in my mind, depend like, coming from more of an established company, Like, I I wanna pay somebody the fair rate, especially if it’s not my money. It’s the company’s money. Like, and I’m just, like, hiring a vendor. Like, For me, that would be a red flag. So, like, maybe they’re maybe they’re bad at what they do. That’s why they’re not charging what they’re worth.
Would agree with that Naomi. I think my red flag would go off as well. If I think when Kirsty said that when I’ve heard Joe say it, the one thought I did have his I do have a couple of contacts in my network who I’ve done work for, not in the seasonal sale capacity.
That I could see if I framed it under the guise of, I’d really love to use this in case studies, my future book, And, so obviously I wanna get you results and I’d like it to be mutually beneficial.
I feel like they might be a little more open and less fewer red flags going off in that, but but it’s also based off the fact that I have a relationship with them. But I see your point because I would say the same exact thing, especially if it were a cold itch or something like that. Yeah.
Katie just put in the chat what about doing it for ten k, adding a guarantee?
I think that’s a good idea. Like, literally, like, our homoze style guarantee, like, all your money back if it doesn’t perform.
Okay. Yeah. That’s a great idea because I think with all these things, what you’re trying to do is remove risk for the person who’s going to say yes to the project. Right?
One way to do that is to say, hey, there’s no risk for you because I’m gonna do it all for free and I’m gonna get e awesome results, but you’re part of the agreement, and I’m gonna hold you to this is that I wanna use this as a case study. So I need that from which I think is different offering to do something for free without you getting anything back. To me, that’s a red flag. If someone’s like, I just wanna offer to do it for free.
I just wanna go to some expertise. It’s like, no, thank you. But if you’re, like, really clear about why, what the exchange is, because you’re still getting something really valuable out of it, But, also, I love this idea of a guarantee, Katie, because that does the same thing effectively. You can say, here’s my rate.
But because it will be the first time I’m doing this precise service, then here’s here’s how we can go about the financial exchange, because I think that also just facilitates that. Yes. And what you really need is someone to say yes to this new offering from you so that you have the proof and you have the confidence to sell this more easily down back and you can get to that two seasonal sale campaigns every month as quick as possible.
In terms of the software, if you do have, I think when you are trying to prove a beta offer, which it sounds like this new service is because you haven’t actually rolled it out yet as, you know, as one complete package.
There are definitely bits of social proof that you can use like Abby’s talking about, so anything that proves your knowledge, your expertise, what you’ll like to work with as a service provider, all of that’s really relevant. Also, anything that proves, that you know your shit when it comes to seasonal sales campaigns. So if you could get something like that from Joe, for example, or from a previous client, anything of that will be helpful.
It’s about how you bring that proof together to build a picture that again removes or reduces risk for the person that you’re putting that service in front of.
Does that help? Wait.
Yeah. It does.
Didn’t you do this in house?
I I did do it in house, but I don’t I don’t know if so not in this offer. When it’s a really different offer, it is very much a different offer.
I did do a seasonal sale, but they were a company where it was like, a lot of last minute or, there’s a lot more components to my seasonal sale campaign than there was back then when I was literally just optimizing a sales page, writing the emails, writing the SMS, writing the ads.
There’s That was kind of the basic skeleton, and I’m I’m adding a lot to that.
I think you’re being too hard on yourself. I think you can talk to all of that work. I think this is I I think you’re being really nitpicky.
No. No. I’m I’m being sarcastic. Yes.
That that’s I’m a former teacher, maybe.
I mean, of course, I’m being nitpicky.
Like, I don’t I don’t really know what you mean by seasonal sales, to be perfectly honest with you because I’m in a very different industry, but like Yeah.
Years doesn’t do them very often.
No. No. But like it sounds like it sounds like you know a lot more about what you’re talking about. But you just don’t realize how much, you know, what you’re doing.
He does.
Thank you.
You can’t you can’t read the label from inside the jar.
Yeah.
I’m loving this guys. I mean, I feel like Abby obviously knows you really well in terms of you guys obviously connect quite a lot you know, outside of the the calls, the group calls that we have. So that’s awesome. And Naomi obviously knows your work as well. So, I mean, maybe what we’re dealing with here is actually just yourself doubt. And not a question of tactical approach.
Well, the good news is I broke down self doubt on the work sheet so we’ve selected correctly today. Hey. Hello.
Like, I’ve worked with people who, like, don’t know how to conjugate verbs properly, and they get promoted.
You know, like, I feel like your standards are just way too high.
Is there a lot of people who work in content and copy who just like don’t really know basic English, and make it by. So, like, you’re probably a lot further a lot than you think you are.
If I can conjugate a verb, we’re gonna set that as the standard from now on. Sounds good.
And Jessica, if you like, like, if you wanna plunk, like, a lot of the social proof that you do have in Slack, like, I would love to workshop that with you into something that could really help support this offer for you. Such a proof is like my my thing for copywriting. So feel free. Ping me. I’ll do it.
Alright. Thank you. I have sales page work to do, so that helps. Thank you.
Awesome.
And, Abby, I know you had a question. We can, if everyone’s happy to stay for two also, if you need to go, go. But if you wanna ask a question, Abby, then we can jump on in and then end things up.
Thank you. Yeah. I just wanted to ask your, be expected as someone who’s run a podcast.
Because part of mine is to, like, are gonna get on better high quality podcasts if you had any just like tips or insights into what you look for when someone sent you a pitch.
Yeah. Sure.
So interestingly, so the podcast that I run with Amy, business about Asuri, we always approach the guests that we wanna come on. We we don’t actually ever say yes to any pictures, but also we don’t get that many from people we know, which I think is the key thing, like, but you’d always random automated ones from people’s PR agencies, which we just delete straight away.
But I think having pitched a lot of podcasts as well, and like, I think when you do picture podcast, the key thing that you need to answer for the person you’re pitching is what does this person have?
For my audience? What do they have to offer my audience? Because their main goal is to get more listeners, get more subscribers, be a podcast that people talk about and share. So if you can give them an insight into how you’re gonna help them hit all their goals for their podcast, you’re more likely to be a yes for the pitch.
So, you know, I think as well, like, if you can avoid the quite templatized format of a typical podcast pitch, like, hi, name. I love your podcast, and they’re like talking about yourself. And then let me know something like that. Obviously, avoid that.
I think the more specific you can be, like, if you do actually listen to their podcasts, like, which episode have you loved? Like, which guest be loved, which conversation have you loved, and why?
Because I think even something like that from the beginning can show that you have to engage with the podcast, you haven’t just searched, you know, top copywriting podcasts, which I have.
Yeah. And one one follow-up question. So because the podcast I want to speak on offer course creators.
And I should I be concerned about stepping on their toes? Because a lot of them have offers evergreen offers or, like, courses to to serve their audience, and it’s they’ll be similar to my offer. So I guess, turn to y’all to start? Is that something that I should be concerned about, like, going in?
Or So I think that’s probably a call that they will each make.
As to whether they’re like, oh, is this person potentially gonna take business away from me, or are they gonna add to the conversation around this idea or this approach?
So I wouldn’t be worried about it if I was you. I think that’s only in their court to make that full.
And you could try, you know, finding that you’re pitching people who you are technically in competition with and you keep getting nose, you could even try mixing up the pitch, and you could even maybe acknowledge, like, hey, I know that you your business is built on a similar offer or something like that. I would love to talk have this conversation with you because, and you could communicate how it’s actually gonna be quite cool to have this conversation from two different perspectives.
Yeah, I love that.
Yeah. So test and refine, I think, is a general rule for everything when it comes to business.
Yep. Okay. Thank you very much. It does helpful.
My pleasure.
Christie, can you just say the question again that you said we should be answering in our podcast pitch?
Like, what does this person So how how is my presence on the podcast going to help this person’s podcast be more successful?
So how’s it gonna help them get more listens? It gonna help me get more subscribes? How’s it gonna help them get more shareable content? So basically, how are you gonna serve the goals that they have for their podcast?
Perfect. Thank you.
Think I said it differently the first time around, but that’s approximate.
Alright, guys. Thank you so much for coming along. Sorry again. The snafu at the start. I don’t know what was happening with my computer. Anyway, almost happens at six AM.
Please keep me posted in Slack, ping me with any questions, any help, anytime you get stuck. I wanna see you keep these big goals. I wanna see you make progress towards them, I wanna see you do the thing, and I wanna just hold your feet to the fire, I guess, over the next over the next few months is these steps unfold.
Alright.
Enjoy the rest of your day.
Bye.

Worksheet

Thinking Big

Worksheet

Thinking Big

Transcript

We can jump straight in and get going this morning.
As you know, today’s session is designed to get you guys to think bigger when it comes to setting and getting goals for your business. And as you hopefully also know, if you’ve seen my comment in Slack, the session today, I’m gonna run a little bit differently. We’re just going to jump straight on in and actually do the thing. Because I’ve been reflecting on my previous sessions, and I feel like they haven’t quite been landing, as much as I wanted to.
So no theory. Not showing you how to do something later, we’re gonna go straight ahead and do the thing right now. So if you haven’t already, could you please open your worksheet for this session and have it either on your screen or on your desktop, whatever works for you. No shame if you’re old school paper.
I am often that person too.
Now if you go straight to, the top of the second page, so, the page with the first set of prompts and things for you, you’ll see that right up top, the first thing that is there is a fill in the blank style prompt, which says and sorry my face will be looking sideways because I will be also looking at my, computer with the non working sound. It says if insert your biz biggest robot or limitation was no issue, I had insert action and or outcome.
So obviously I’d like you to fill this in.
In terms of your biggest roadblock or limitation, that may be something that’s quite global in your business, So for example, something like time or capacity, or it could be something that’s quite specific to the business that you’re trying to work towards and trying to build here in CSP. So for example, if you are someone who is trying to shift from making the majority of your revenue via one to one client services to someone who makes majority of their revenue through selling, online programs or products, then it might be that your current limitation is you have a slow list growth.
So think what that is for you. I imagine for most people, it will be quite easy to identify that key challenge. It’s that thing that you keep coming up against.
And you may notice it in different patterns. It might have been the same thing for the last, you know, six months, twelve months, two years.
So identify that one, is anyone having trouble pinpointing that challenge?
Nope.
Abby’s a strong no. I love it.
Okay. Cool. And then the second part of that prompt, I would love you to put in, like, something quite wild, so don’t place any value judgments on what this sort of big action or outcome would be. But just think, like, in this hypothetical scenario, if that challenge didn’t exist, if it wasn’t there, What would you actually do then? What would you have in your business?
I’ll give you a minute to think that one through because I often find that this can be the piece of the puzzle, but can take a little bit longer to sort of pinpoint.
But again, you know, don’t filter it, don’t judge it based on all. That’s not really possible. We’re just talking hypotheticals here. So again, if that biggest roadblock was not there in your business, what would you then achieve? What would you do What would be the outcome?
Okay. Has everybody got something in that first box? Yeah, Abby.
Jessica Nicole Naomi, Caroline. Caroline, how are you guys going? Thumbs up from Naomi?
Jessica. How are you going there?
Abbie you’re supposed to be on Vauxer answering my question because I was like, I don’t wanna present to the whole group, but I will.
You don’t have to share if you don’t want to.
Well, no.
No.
No. It’s fine. It’s more because I need the help.
I have a list to things that I feel like could be my biggest roadblock.
So I think Abby, you talk to me every day. Well, what’s what’s yours? What do you think mine is?
I know what mine is. Mine is.
I know what yours is. I think I know it’s cool.
Yeah. Not raising not raising my rates. I don’t know what your biggest roadblock is though.
I think Thank you.
Okay.
I think one of them is is self doubt because you think you’ll wanna do something and then half, I think you’ll be like, oh, maybe I should be doing this. Maybe I, like, maybe I should have gone down this route and you’ll wanna change. So I think it’s indecisiveness, but I think it comes from self doubt.
Yeah.
I agree with you. That’s what I had. Fear of failing the self doubt thing. Okay. Thank you. That helps.
Awesome. Love this.
So good. K. Is that clarified the second part of that, thing for you, Jessica? Awesome.
And Caroline, how are you tracking there? You can pop something in the chat if you don’t wanna show your noggin secrets.
Yeah. I think Caroline I don’t know if you had access, but I think she might be with her family. In a car. So she said she may not be able to interact so that yeah.
I don’t know if you can see that or not, but No.
Sorry. Because I left, I thought maybe if I, Oh, there she is.
Yep.
Yeah. If my fear of something like fraud or self doubt was no issue, I’ve had my business change and charge a lot more. Okay. Cool. Awesome Caroline. And, hey, Katie, I see you’ve just joined us just to catch up. We’re just working our way through that first prompt in the worksheet.
It should be pretty self explanatory.
So you’re just popping in there what your biggest current roadblock in your business is the thing that keeps getting in the way of you hitting your goals, and then also what you would do or achieve in your business if that thing was no issue. And again, we’re just thinking hypotheticals here. So we’re just trying to broaden that perspective by knocking out that big challenge that always gets caught up and trapped.
And no worries that you were late. I also my audio didn’t work, so I’m a few minutes like getting started too. So not a problem.
Okay. Alright. We’re gonna roll through to the next, section of the worksheet pretty quickly, because the speed is actually part of this exercise.
So if you just, look beneath, where you’ve just put that first statement, you’ll see there is a table with ten different slots that says ways to bridge the gap from here to there. Now, again, I just want you to think about this hypothetically. So, any way that you could actually problem solve, and you could do the thing that you’ve just written down, Even if it, you know, that, like, not, like, that’s not gonna work for me, I want you to avoid placing any judgments on these ideas. If it would theoretically get you from a to b, I want it In that box, and the aim of the game here, success for this talk looks like filling in as many possibilities of that box as you can, even if some, ludicrous ideas or things that would not work for you.
So as an example, if I was doing this exercise right now, my biggest challenge with two very young kids’ capacity, and the thing that I would do if that was no issue would be selling to live with three half day rates a week. Every week because that would bring me about, I think, four hundred k, just from that one, offer every year.
And ways that I could possibly bridge that gap.
For example, I could deliver those day rates at night, when I know my husband’s here and he can be point person for the kids, I could hire a subcontractor.
I could look at some sort of agency model. I could build some sort of AI that could write like me to speed things up. So I’m just spitballing ideas, and as you can see, they’re sort of all, really, they’re very possible, and I’m not feeling during in terms of how suitable they might be for me. So I’ll give you guys five minutes to fill in as many of those ten slots as you can. If you have any questions or you get stuck, just give me a yell.
Oh, sorry, Carla. I just saw your question. Suggestions on how to bridge the gap when the issue is self doubt.
Yeah. Good question.
So I think when we’re looking at what your design outcome is Caroline. You promote your business and charge a lot more.
So we’re looking at ways to bridge the gap from what you’re doing in your business now to what that outcome is that you would actually do. So, for example, we’re just saying that if that self doubt wasn’t there, So if that wasn’t there, what kind of things would you do? Can you imagine pitching yourself for, various in person events to to speak on stage? Could you imagine, just setting your rates a lot higher and going after those clients who you know that could actually afford that investment?
Does that make sense? So we’re problem solving from how you could get from where you are now to where you identify that you would like to be in that first goal. And again, we’re just assuming that that self doubt isn’t an issue. Okay. Cool.
Alright, guys.
We’ll leave it there. How many possible ways to get from a to b did people get? Feel free to yell out or to just pop a number in the chat.
Eleven.
Oh, who’s that eleven then? Me over at Seadema. I love it. What about you, Naomi? How’d you go?
About seven.
That’s awesome, Katie?
I had trouble deciding which problem was my biggest problem. So I have eight solutions each, but I was wondering if you had any tips on, like, which to focus on.
Mhmm. Yep. Do you wanna talk us through the options that you have for what the biggest problem is at the moment?
Yeah. So when I just brained down to like, okay, problems, it was like, capacity, audience size, overwhelmed, like, not knowing where to go next, and not feeling really confident that I have, like, like, impressive client results to point people to that are recent.
So the three that I wrote about were capacity, audience size, and results, and I have, like, six to eight solutions for each of those, but it’s kind of like a meta problem, but I’m like not knowing which problem is the biggest one is, like, part of one of, like, an additional problem.
Probably part of the overwhelm, I guess. Yeah.
So I guess when you think about those three separate things that you did identify and, put possible ideas down for, Which feels like the one that you’re really bugging your head up against the most?
Or the one that’s really stifling you or stopping you from, like, making changes in the growth that you want to?
Well, I I the three that I wrote were capacity, audience size, and no results, but I feel like the overwhelm is the one that’s really stopping me because I keep starting different projects and getting them to, like, sixty percent and then failing on them to go work on a different thing because I can’t decide which which is gonna be the the one that makes the most difference.
Okay. Yep. So then it sounds like overwhelm might actually be the biggest challenge, and that perhaps these other three things are subsets, all of that. Challenge because if you’re not following through on a on a, you know, project or a lead gen system, for example, the way through, then that could be impacting.
You know, the list size and those kinds of things. Does that sound right? Yeah. Yeah.
Okay. So sorry. It sound like the one that you didn’t put.
I do four might be the one that you need to work on.
So feel free to, take a few minutes and then something sound for that. Yeah.
Well, I think I think too, the solutions for the overwhelm, like, the ones the solutions that I wrote could also help with the overwhelm one, two.
Yep. And I just wanna check with, with overwhelm as the key challenge, does that also help you articulate a really clear, like outcome or action that you would take, if that was no issue, if the overwhelm wasn’t.
Part of the equation at the moment?
I mean, I feel like if it’s like if overwhelm was no issue, then I would know which steps to take and which projects to tackle in which order.
Mhmm.
Yep. Do you have, I guess, a vision of what that would actually look like in your business? So, like, something that’s a bit further down the lines that if you doing that. If you had real clarity on, you know, everyone wasn’t there, so you knew what you were focusing on next, you’d finish those tasks, you’d be building something like where is that getting you? What’s that?
Further down the line, gold will collect.
It looks like being able to delegate because things are organized enough to bring another person in and being able to invest in support because I know what the task is, and I know what the desired outcome is. And then also having the, like, the systems that I’m building actually make it to a hundred percent, and then they start working for me.
Yes. Cool. Okay. So I feel like those are probably the more useful outcome to think about because they are obviously definitely a result of that feeling and have been able to prioritize tasks, but then more concrete things to be able to work towards. So been able to you know, delegate, automate, eliminate might be something like that or being able to outsource appropriately so that you have the space to do the court work.
There might be a goal somewhere in there that feels like it gets home for you, obviously use your own words.
Thank you, No worries.
Jessica, how’d you go with the table and the list of possible problem solving ideas?
Oh, yeah. I got about seven as well.
So Awesome.
That is amazing. And Caroline, I know you’re in the car, so feel free to just pop something in the chat if you would like. A number of how many you got to, and I’ll just keep an eye on that for you.
Seats. Amazing. That’s so good, guys. That is awesome.
So what you’ve just done is you have taken a hypothetical lens to, you know, what if, like, what could I do in my business if this thing wasn’t actually an issue. And when we approach goal setting from this angle, what it does, it allows you to identify what you actually want without those limiting beliefs getting in the way. Because you’re not doing the thing that we all do where you say, oh, yeah, but that wouldn’t work me because, or Oh, yeah, but that’s like a goal for, like, three years from now. So what you actually have in that table or in that list of possible ways to get from where you are now to where you’ve identified you would like to be, are possible routes to take.
Now some of those I’m sure will be absolutely terrible ideas for you and your business and how you like to work, and that’s totally okay. So if there are any in that list where you look at and you’re like, like that, theoretically could work, but I know that that’s just not ever gonna work in practice for me. Feel free to cross those out.
What I would love you to do is identify one of those that feels like the best fit. And it’s really important that when I say feels like the best fit, that doesn’t mean that you’re gonna look at it and not feel any discomfort because growth requires discomfort and there is a natural tension between what you want and what you need to do to get it. So, again, just reiterating that the best fit idea in your list there probably isn’t gonna be something that you feel one hundred percent confident with, but I’m just asking you to identify the one that feels like it fits you and how you work and your business and what you wanna build the best. So I’ll give you a minute or two to do that, and if you have any questions, oh, I don’t know what the balloons are going on.
Alright. And there we go.
Sorry. I never zoom on my phone, so here we are learning new things by accident.
Okay. Questions as you’re identifying that one, let me know. And once you have identified the best fit one, if you could just pop it in the chat, that would be awesome.
Bedtime, Abby?
Yeah.
It’s like five seven, but I’m so sleepy for some reason.
But it’s tiredness, not boredom. I promise. Sorry. It’s enjoying it.
It’s often me because I’m in Australia, like, on Paul’s father group programs and masterminds I’ve been part of. It’s often a ridiculous time for me, so I know that I know the feeling.
Naomi limit the number of clients to five and raise them in a monthly investment to three k. Awesome. This culture. I’m try I’m trying to reverse engineer what your, key challenges or limitations must be. And it’s quite interesting to see this. Awesome.
Katie, book a one to one coaching session to get ideas out of my head and verbally process what I’m stuck on. Amazing.
Hey, guys. These are really awesome. These are really clear and concise and totally achievable.
This is so great.
Are you going, Jessica? Do you need some help?
Maybe.
It’s the self doubt thing, which that if I was able to do I think that’s where I’m I’m I focus more on how to overcome the self doubt get to the thing on the other side of that. But I think the thing on the other side of that, the outcome I’d like is two seasonal sale campaigns a month around ten thousand dollars with clients that I like, and that I could use for further you know, books and promotion and things like that.
Awesome.
Does that seem in alignment though?
Yeah. Totally. Because I think your self doubt wasn’t an issue, then that’s probably what you’d be doing because you wouldn’t be scared about pitching those people or lending those projects.
Okay. Or to the green results. Okay. And, yeah, in in Fabi, I mean, it’s green too.
No. Yeah. Your because you’re self doubt, I think this comes from feeling like you don’t have the experience that you want to have. So I I feel like as soon as you start getting leads and doing projects, your confidence is just gonna go up and you’re not gonna put up with that self doubt, like, be because yeah.
I think I have the same a similar thing to Katie where it’s been so long since I’ve done seasonal sales.
It just feels like I’m too far away from it. So, yeah, I get yeah. Okay. Thank you.
Mhmm. And I think one of the, Cool, but also annoying things about self doubt is that there’s that little gap you have to bridge often in that you have to do the same. To solve the doubt.
It’s a catch twenty two and it sucks, but really it is the best way to get through it.
Cool. So with that in mind, Jessica, maybe I don’t know if you need to maybe write down some different, possibilities or different ways there, or we could you identify those now? What what would work best for you?
I’m quick just typing in if I can look to seasonal sale campaigns a month at ten k each.
Mhmm. Yep.
That would be kind of thing.
Okay. Awesome.
Amazing.
And again, Carla, I know you’re driving, so I won’t order in the car. So I won’t invest you, but if you do wanna share, feel free.
Okay. Guys, this is so good. So as you’ll see, the next box, which I deliberately left quite, vague in terms of heading, because, I mean, I feel like you already knew this, but I didn’t wanna make it super clear. I’m now going to ask you to actually take this hypothetical idea and it concrete and break it out into steps.
Because, of course, I think this is also where we can get lost when we are trying to make movement towards our big goals is that we have, you know, the end goal in mind, but we don’t know where to start. We don’t know what to do for the second, third, fourth, or fifth to do that thing.
So these things that you have written in the chat here, if you’re looking to actually do that, like what are the steps to actually make that a reality? What do you have to do? And I’d say this could be depending on how your brain works, a bit of a messy process in terms of actually writing things down and ordering them. So don’t worry too much if put something down and then realize, oh, that’s actually like step number four.
You know, this is your worksheet or your space wherever you’re working in. So you can edit. You can doodle. You can move things around.
It can it can be messy.
The important thing is to get it out on paper.
And I know that can also be the part where things can feel tricky and sticky and some of those mindset gremlins can come up. So please, as you are going through this, let me know what’s happening. Let me know where you’re getting stuck, whether it is a practical thing or a mindset thing, and I would love to coach you through it.
Can I ask Christie, like, I feel I feel like maybe I jumped ahead a step? Like, the thing that I put in the chat was the concrete step that I could take. So am I supposed to look like the goal is know what to do when I’m gonna do it and what that thing entails.
Mhmm.
So now it steps to get there.
Yes. Actually, yeah. You’re right. Sorry. Yes. So your this is this is great first step I feel because you can do that theoretically today.
Right? You could. Yeah. Book a one to one session with someone. And then I guess, you know, after that and after you have that information on paper, then what happens next?
Is it then are you maybe looking to hire someone to set up anything that has been identified as being able to be systematized or automated, is it perhaps interviewing VAs or OBMs, like, what are the steps in there that you see reaching to that goal? And thank you for bringing it up because, yes, you’re totally right. That’s a one step thing that you’ve got in the chat.
So What I’m identifying is the thing that I want that my big problem is stopping me from happening.
That’s right. So I think you’ve already identified that, and now you’re talking about, so if there’s a way to solve that problem. So perhaps it’s perhaps you need to go back to the section before this one and think about, like, okay, like, one way to solve that problem would be to outsource everything or to hire a system specialist.
Or it might be to, like, hire someone else. So so I think, yeah, maybe it’s about going back to that table before and looking at those because I think, yes, what you have here looks like the first step for you to get in clarity.
Into how things are sitting and where you can make them easier and less overwhelming and more streamlined. Does that sound right?
Yep. Yeah. It’s all just kind of clicked into place while you were talking. It’s okay. Thank you. Okay.
Awesome.
Alright. Is anyone stuck either on the practical step or is anyone feeling the kind of resistance that makes them think they won’t actually follow through on the things that are in front of them?
So I’m struggling with a lot of my clients are I I have very personal relationships with them because I work in a very small ecosystem.
And so some of them I started I only really started working on full time, like last May.
And most of my clients are either friends of friends or friends of old colleagues, or there’s like no more than like two degrees of two, three degrees of separation between me and most of the people in my ecosystem, which is good, but I not sure how easy it’ll be for me to either fire clients that are not working out or raise rates that are way below what I’m charging now because these are people that I’m gonna see in person pretty often, and I have to make Sure.
Got you. That can be tricky definitely because you’ve got dual relationships there, client, and also some sort of social relationship.
Would, raising the price of your services, would that, effectively fire some clients for you, like are some of your forfeit clients who won’t be able to afford this new price.
Well, some of it is just like, it’s a little bit of work here and there. But it’s not really worth doing the work because it’s just taking away time, every email, every call. It’s just is just draining my time. So I’m wondering also if it’s if it’s worth it at all, if it’s just a few hours a week, I, I, I’m not sure. I’m not sure if they would be, if they would be scared away.
Or they would think, it’s probably not worth it. We’ll just do it in house.
Mhmm.
Yep. Okay. I was only asking because somewhat sometimes that can be easy way out. When you outgrow a client, and then you raise your rates, it can be you can know sometimes. Like that person, then we’re gonna say yes, this is actually my problem for me. I think in the case where it sounds like you’re saying that you may or may not, but you definitely have some clients in mind who feel like they’re not a good it for where you actually want to take and grow your business.
Remember that the reasons that you have and you know and you’re telling yourself for wanting to get rid of them, you don’t have to pass those on to those clients. There are other ways to let them know about the decision. So, it could be, again, thinking that you obviously wanna try and preserve some of the relationship because you’re probably gonna bump into them socially and as things so intermingled for you, simply telling them, hey, the way I’m doing business is changing.
Here’s what’s happening, and I know that historically haven’t worked together this way. And I will be really sad to see you go, but, you know, this is what’s next for me. So there can be a way of, like, just letting them know quite kindly, quite politely without sort of going into the details of perhaps why they themselves are not a fit, and therefore making it personal.
Will it be uncomfortable, probably? I think a lot of conversations that we have in business are, but think you don’t want to sacrifice your business success, you know, for the sake of potentially a few awkward conversations.
So Yeah. I’m actually saying it probably will be uncomfortable, but I think you’re absolutely right. If it’s bits and pieces work, if it’s clients that really don’t fit the vision you have for where your business is going, and they don’t support that, either in terms of money or the work that you’re wanting to do, then it is time to let go of them and time to make space for those who do. Anything else? On Naomi, do you wanna talk about that a bit more?
Does it make sense to get rid to let them go before I take on new clients or just buy new clients and then let them go.
Mhmm.
I feel like it always makes sense to let go of some of them before in order to make space.
Even though that’s scary, and I know, you know, financially as well, it can be daunting to see blank space in your calendar.
But I think most of us in this room can probably attest to the fact that if you hang on to clients.
It’s if you don’t create space or ideal clients to come into, then it sort of drags on and on and on, and, you know, you’ll be six months down the track before you actually make the change. So lightify under your own bum, I would say, by getting rid of these clients making space, for people who actually are a good fit. And reach out in slack when you’re doing it too if you want to because I think sometimes even just having, like, the support of people who’ve been there, who’ve done it before while you’re actually doing the scary thing can be really helpful, and can just make you make that move even when it is uncomfortable.
Amazing. Do you guys are legends?
Alright.
So we’ll move on to the last, piece of the worksheet, and then I think we’ll have a few minutes too to just open up discussion on whatever you’d like. But you’ll see the last thing there is a table, with good space for good, better, best goals.
So I think chances are you probably already identified your best goal in that initial statement that we did at the top of the worksheet.
It may not be, but I think nine times out of ten, that’s probably your ideal outcome.
So thinking through then how to set other goals so that this isn’t a next size that is so black and white and you either hit that goal or you fail miserably, what are good and better goals? So a good goal is basically your baseline level of success, which might look quite different to your best goal, but is still absolutely a really positive shift and a positive growth for your business in this direction that you’re moving in.
A better goal is typically somewhere between the good and the best goals. So it’s something that you can feel really chucked about, you know, this this move and this strategy has been more than successful, even though it might not have keep the heights of your, like, ideal, like, best world scenario outcome.
And the reason that these are important is that Again, it gets you out of that black and white thinking where sometimes we normally set big goals for our business and we’re working towards them. If we get point, we realized they’re not gonna happen to the extent in which we were setting out to achieve. We can get disheartened and we can give up. If we have these goals that allow us a little bit more flex, and allow us to actually benchmark our success at different levels. It is often more motivating and just gives us, something better to reach towards And also, I find when you do hit the good goal, you can often get a boost of motivation to keep reaching out for that better and then that best goal too.
Ideally, of course, these goals should be measurable in some way.
So even if they are a feeling goal, which is totally okay, by the way, if one of the goals is that you feel less overwhelmed.
Just think about what that actually looks like and how that could actually be measured. So for example, that would be, you know, it means that I get to switch my laptop off at five thirty PM every day and not worry about you know, what I’ve got on the next morning. It could be something like that. So something that you can actually measure as opposed to just, like, feel less stress because I think without the specificity there, it’s gonna be a very hard goal for you to actually reflect on and work out. Yep. That’s what’s happened or no. I’m not quite there yet.
Katie.
Well, hey, maybe that is one of your goals though.
Maybe sure to Alice, who knows? But I know there’s works.
Sometimes I feel like you’re working fully hours and then sometimes Fifty months the opposite.
It’s the day care pickup. Is it three thirty? So, like, I could happily work till seven, but I just don’t there’s no space.
Yes. Well, I feel that very much too.
Katie, I know. It’s a season. I keep telling myself that. I’m like, there will eventually be more time in our days where little people don’t need us to do all the things.
Yeah. I feel like I don’t know about you, but I do feel one good side effect of motherboards is that my efficiency rates have gone through the roof. It’s like when I have time that I can use, I use that time.
I’m on the opposite side. Mine is gone. Yeah. I kinda wish I had that limitation right now.
I have too much time. So Either way, you’re gonna have a problem. It’s either you don’t have enough or you have too much and you gotta figure it out. It’s kinda like money.
You either have too much or too little. And no matter what you’re pun penalized for one of them. So yeah. I didn’t join the little kid.
I take my little kid back anytime.
Back to the five year old, I’d take her again. She was fine.
Twenty one is fine, but That’s such good perspective, Jessica.
Thank you for sharing.
You’re welcome. Enjoy them while they’re little. Yeah.
Hey, guys. Anyone struggling with the good, better, best goals? Anyone unsure on how or when to try and measure their progress against them?
I feel like you’re also so so compliant this session. It makes me a bit nervous that maybe haven’t set goals in a big enough.
So I remember this should feel uncomfortable. Like, it should feel exciting, but it should also feel uncomfortable as you’re reaching for these things because growth Just by definition does require discomfort. And as I mentioned earlier, there will be that tension whether it’s now when you’re actually doing the thing between what you want and what you need to do to get it. I really would love for you at those points in the process to reach out in Slack and say, hey, this is what’s coming up for me.
How do I deal or, like, can you just normalize this? Whatever whatever you need because, you know, you’re in CSP for a reason. I think you’re all ready to do big bold bad ass things in your business, but you’re also human. So I think you’re going to fault it in that journey from time to time as we all do.
So it’s normal, but reach out. I’m here. The other coaches are here, and we’re really just we want you guys to kick huge goals and do amazing things.
Alright. Pep talk over.
Any questions on any of this stuff or anything related to mindset business, copywriting.
Oh, that’s yeah.
Oh, you go.
Have a good one.
No. You don’t. You don’t.
Well, actually it was something Abby and I have discussed before, so I was just curious, Kirsty, what your thoughts were. So as I’m, you know, I So I don’t know if I have told you, but I used to run seasonal sales for over it’s ever been a lot of them, but it was a couple years ago when I was working for a company full time. And as I’m kind of thinking about this launching the package a signature offer of seasonal sale campaigns.
And I’m kind of struggling with the how to launch it, but then also, you know, Abby and I’ve heard Joe say either if you want case studies and stuff, do it for free or make the really high ticket price, you know. And so that’s kind of made me hesitate with putting it in a middle ground price range. So that’s why I said ten k because that’s a little bit bigger. But I don’t know. I’m just curious about your thoughts around any of that with launching this signature offer.
I haven’t had any people keep coming to me for email, which is great. I’m not complaining, but it’s not this. And I’m just kind of sitting there going, okay, practicing is a really important part of the positioning.
Well, do you have any recommendations or thoughts?
Yeah. Sure. I think, I mean, obviously Joe is a genius. I think probably what she says goes.
I think if ten K feels like it is that little bit uncomfortable, I think it’s probably the right price to set it up. I always find that if too comfortable with the price, then I feel like the price is too low. So I think that is the right price. I think it’s sent about how you position that and how you make sure the clients really see the value in that investment.
They see the ROI, and they have the desire for this amazing service.
So in terms of launching, do you have access to your ideal clients, like on an email list or similar, or will you be pitching people directly else he’s gonna go?
So as I’ve come back in about, I kinda let my business go dormant for a while. And the people on my business on my email list before were people who sought me out for, and funnels and all of that kind of stuff. So they were not e commerce and not, well, no, they were a couple e commerce, but, not not an alignment with this offer at all. So I’m basically starting again with a zero audience, so then that’s another thing that comes up on my list of need to build audience with this ideal, you know.
Yeah. So, no. I other than cold or warm pitching that kind of stuff, I don’t have a list with the ideal customer.
Okay. Cool. So, I mean, in that case, because you don’t have ready access to your ideal client, I would probably suggest offering to do one of this service for free or for a very low investment so that you can get the social proof. Because I think if you’re going to be doing outreach and you’re going to be warm pitching to people, it’s just going to increase the likelihood of getting a yes so much if you can say, hey, and I did this with this company in this business, and here are the results they got.
Because if you’re a relatively unknown person to your ideal client, you know, you really, I think, do need the proof and the value of what you do.
So I think and also, obviously, pitching people with the offer of something at a really low price because you’re wanting to use their their project as a case study or even for free, like, that is a much easier yes for a company. So that’s what I would do one hundred percent if I was in your shoes.
Great. Perfect. Thank you so much. My worries.
Abby.
Can I can I ask a follow-up question on behalf of Jesse?
Because Jessica, like, because you do have social proof and, like, you are gonna get that testimonial from Joe. Like, you have testimonials.
Do you really need to do? Like, do really two on free? Cause I know that Jessica, like, one needs the leads now and needs to get these projects in, like, what when when is social proof enough?
Like, does That’s a question.
Right? I don’t have social proof on this particular offer, the way it is. I could reach out to the former client and see how much permission I could get to share what I did for them.
Their marketers I bet Christina knows a couple of them, and I’m not a hundred percent certain they will let me or what. But I didn’t sign anything, but yeah, Yeah.
Does it have to be, like, for your specific offer? Or can it I mean, your offer is comprised of, like, copywriting and strategy, and you have testimonials that demonstrate you do strategy and copywriting very well.
I don’t know. I just don’t want because you said your goal is to booked to seasonal cell campaigns at ten k each, and doing one for free isn’t that gonna, like, slow that down? And I’m not, like, trying to argue with your advice see. I’m just more like because I know I know that Jessica wants, like, pay projects. So I’m just kind of, I don’t know.
I I would worry.
I I don’t know exactly what company is you’re working for. But if I’m thinking of hiring somebody who wants to do something for free, my thinking might go to why are they free? Like, does that mean they’re not worth the value?
Like, that would almost be a red flag in my mind, depend like, coming from more of an established company, Like, I I wanna pay somebody the fair rate, especially if it’s not my money. It’s the company’s money. Like, and I’m just, like, hiring a vendor. Like, For me, that would be a red flag. So, like, maybe they’re maybe they’re bad at what they do. That’s why they’re not charging what they’re worth.
Would agree with that Naomi. I think my red flag would go off as well. If I think when Kirsty said that when I’ve heard Joe say it, the one thought I did have his I do have a couple of contacts in my network who I’ve done work for, not in the seasonal sale capacity.
That I could see if I framed it under the guise of, I’d really love to use this in case studies, my future book, And, so obviously I wanna get you results and I’d like it to be mutually beneficial.
I feel like they might be a little more open and less fewer red flags going off in that, but but it’s also based off the fact that I have a relationship with them. But I see your point because I would say the same exact thing, especially if it were a cold itch or something like that. Yeah.
Katie just put in the chat what about doing it for ten k, adding a guarantee?
I think that’s a good idea. Like, literally, like, our homoze style guarantee, like, all your money back if it doesn’t perform.
Okay. Yeah. That’s a great idea because I think with all these things, what you’re trying to do is remove risk for the person who’s going to say yes to the project. Right?
One way to do that is to say, hey, there’s no risk for you because I’m gonna do it all for free and I’m gonna get e awesome results, but you’re part of the agreement, and I’m gonna hold you to this is that I wanna use this as a case study. So I need that from which I think is different offering to do something for free without you getting anything back. To me, that’s a red flag. If someone’s like, I just wanna offer to do it for free.
I just wanna go to some expertise. It’s like, no, thank you. But if you’re, like, really clear about why, what the exchange is, because you’re still getting something really valuable out of it, But, also, I love this idea of a guarantee, Katie, because that does the same thing effectively. You can say, here’s my rate.
But because it will be the first time I’m doing this precise service, then here’s here’s how we can go about the financial exchange, because I think that also just facilitates that. Yes. And what you really need is someone to say yes to this new offering from you so that you have the proof and you have the confidence to sell this more easily down back and you can get to that two seasonal sale campaigns every month as quick as possible.
In terms of the software, if you do have, I think when you are trying to prove a beta offer, which it sounds like this new service is because you haven’t actually rolled it out yet as, you know, as one complete package.
There are definitely bits of social proof that you can use like Abby’s talking about, so anything that proves your knowledge, your expertise, what you’ll like to work with as a service provider, all of that’s really relevant. Also, anything that proves, that you know your shit when it comes to seasonal sales campaigns. So if you could get something like that from Joe, for example, or from a previous client, anything of that will be helpful.
It’s about how you bring that proof together to build a picture that again removes or reduces risk for the person that you’re putting that service in front of.
Does that help? Wait.
Yeah. It does.
Didn’t you do this in house?
I I did do it in house, but I don’t I don’t know if so not in this offer. When it’s a really different offer, it is very much a different offer.
I did do a seasonal sale, but they were a company where it was like, a lot of last minute or, there’s a lot more components to my seasonal sale campaign than there was back then when I was literally just optimizing a sales page, writing the emails, writing the SMS, writing the ads.
There’s That was kind of the basic skeleton, and I’m I’m adding a lot to that.
I think you’re being too hard on yourself. I think you can talk to all of that work. I think this is I I think you’re being really nitpicky.
No. No. I’m I’m being sarcastic. Yes.
That that’s I’m a former teacher, maybe.
I mean, of course, I’m being nitpicky.
Like, I don’t I don’t really know what you mean by seasonal sales, to be perfectly honest with you because I’m in a very different industry, but like Yeah.
Years doesn’t do them very often.
No. No. But like it sounds like it sounds like you know a lot more about what you’re talking about. But you just don’t realize how much, you know, what you’re doing.
He does.
Thank you.
You can’t you can’t read the label from inside the jar.
Yeah.
I’m loving this guys. I mean, I feel like Abby obviously knows you really well in terms of you guys obviously connect quite a lot you know, outside of the the calls, the group calls that we have. So that’s awesome. And Naomi obviously knows your work as well. So, I mean, maybe what we’re dealing with here is actually just yourself doubt. And not a question of tactical approach.
Well, the good news is I broke down self doubt on the work sheet so we’ve selected correctly today. Hey. Hello.
Like, I’ve worked with people who, like, don’t know how to conjugate verbs properly, and they get promoted.
You know, like, I feel like your standards are just way too high.
Is there a lot of people who work in content and copy who just like don’t really know basic English, and make it by. So, like, you’re probably a lot further a lot than you think you are.
If I can conjugate a verb, we’re gonna set that as the standard from now on. Sounds good.
And Jessica, if you like, like, if you wanna plunk, like, a lot of the social proof that you do have in Slack, like, I would love to workshop that with you into something that could really help support this offer for you. Such a proof is like my my thing for copywriting. So feel free. Ping me. I’ll do it.
Alright. Thank you. I have sales page work to do, so that helps. Thank you.
Awesome.
And, Abby, I know you had a question. We can, if everyone’s happy to stay for two also, if you need to go, go. But if you wanna ask a question, Abby, then we can jump on in and then end things up.
Thank you. Yeah. I just wanted to ask your, be expected as someone who’s run a podcast.
Because part of mine is to, like, are gonna get on better high quality podcasts if you had any just like tips or insights into what you look for when someone sent you a pitch.
Yeah. Sure.
So interestingly, so the podcast that I run with Amy, business about Asuri, we always approach the guests that we wanna come on. We we don’t actually ever say yes to any pictures, but also we don’t get that many from people we know, which I think is the key thing, like, but you’d always random automated ones from people’s PR agencies, which we just delete straight away.
But I think having pitched a lot of podcasts as well, and like, I think when you do picture podcast, the key thing that you need to answer for the person you’re pitching is what does this person have?
For my audience? What do they have to offer my audience? Because their main goal is to get more listeners, get more subscribers, be a podcast that people talk about and share. So if you can give them an insight into how you’re gonna help them hit all their goals for their podcast, you’re more likely to be a yes for the pitch.
So, you know, I think as well, like, if you can avoid the quite templatized format of a typical podcast pitch, like, hi, name. I love your podcast, and they’re like talking about yourself. And then let me know something like that. Obviously, avoid that.
I think the more specific you can be, like, if you do actually listen to their podcasts, like, which episode have you loved? Like, which guest be loved, which conversation have you loved, and why?
Because I think even something like that from the beginning can show that you have to engage with the podcast, you haven’t just searched, you know, top copywriting podcasts, which I have.
Yeah. And one one follow-up question. So because the podcast I want to speak on offer course creators.
And I should I be concerned about stepping on their toes? Because a lot of them have offers evergreen offers or, like, courses to to serve their audience, and it’s they’ll be similar to my offer. So I guess, turn to y’all to start? Is that something that I should be concerned about, like, going in?
Or So I think that’s probably a call that they will each make.
As to whether they’re like, oh, is this person potentially gonna take business away from me, or are they gonna add to the conversation around this idea or this approach?
So I wouldn’t be worried about it if I was you. I think that’s only in their court to make that full.
And you could try, you know, finding that you’re pitching people who you are technically in competition with and you keep getting nose, you could even try mixing up the pitch, and you could even maybe acknowledge, like, hey, I know that you your business is built on a similar offer or something like that. I would love to talk have this conversation with you because, and you could communicate how it’s actually gonna be quite cool to have this conversation from two different perspectives.
Yeah, I love that.
Yeah. So test and refine, I think, is a general rule for everything when it comes to business.
Yep. Okay. Thank you very much. It does helpful.
My pleasure.
Christie, can you just say the question again that you said we should be answering in our podcast pitch?
Like, what does this person So how how is my presence on the podcast going to help this person’s podcast be more successful?
So how’s it gonna help them get more listens? It gonna help me get more subscribes? How’s it gonna help them get more shareable content? So basically, how are you gonna serve the goals that they have for their podcast?
Perfect. Thank you.
Think I said it differently the first time around, but that’s approximate.
Alright, guys. Thank you so much for coming along. Sorry again. The snafu at the start. I don’t know what was happening with my computer. Anyway, almost happens at six AM.
Please keep me posted in Slack, ping me with any questions, any help, anytime you get stuck. I wanna see you keep these big goals. I wanna see you make progress towards them, I wanna see you do the thing, and I wanna just hold your feet to the fire, I guess, over the next over the next few months is these steps unfold.
Alright.
Enjoy the rest of your day.
Bye.

Crafting a Highly Effective Guarantee

Reducing Risk: Crafting Highly Effective Guarantees

Transcript

So hopefully everyone watching this on the replay, I hope you have got your worksheet, for this training at the right because we’re going to be referring to this, as I go.

I’m very excited to jump into guarantees with you because I know that for a lot of you in this group, the work that you’re doing not only in this program but also currently in the intensive means that you are in the process of finding your offers or even creating entirely new ones, raising your rates and also doing things like looking at, high value retainers for possibly the first time.

And I think that whenever you do something new, whether that is selling something at that higher price point or selling a new offer or working with a new kind of client.

When you do something for the first time, there’s always a leap of faith you have to take, to do the thing. And of course it’s my job to coach you over that. Because a huge part of mindset I think is that once you are doing the thing then you have the proof that you can do it, which, of course, can help, reduce, the sting of those mindset gremlins, as you move through your business.

So with that in mind, as you’ll know from the worksheet and from Sarah’s post, this workshop is all about crafting highly effective guarantees for your offers.

And this is really key because obviously an awesome guarantee will not only remove or reduce risk for your prospect to the point at which they feel really confident, opting into your offer and making that purchase, but they will also remove or reduce risk for you if you’re feeling a little bit wobbly about putting an offer out there or putting a price point out there for the first time. Because that means you’re not just asking your prospect to sort of trust that you’ll do the thing. You have actually an agreement in place that means that if you don’t do a certain thing, then they will get a certain thing in return. So the means of the exchange is really clear. And this is something that can really just help in a practical sense, you do one of those scary things for the first time.

Now, of course, the days of the super vague, if you do everything inside and don’t get the results you’re after, let me know and I’ll give you a full refund. The days of those guarantees working I think are over.

Although I do feel like there was a weird time in the late 20s where they did work for some offers.

But what I’m seeing not only in my own business but in my clients’ businesses and the work I do for them, what I’m seeing at the moment in terms of guarantees that work are those that are really hyper specific guarantees and also guarantees that are really easy to action.

So I wanted to show you a few examples of what those look like. These are real examples taken from various parts of my business.

And then I will also pull up the worksheet, just to, step through, what you’re looking at so you can hopefully understand what the questions and the prompts in the worksheets are asking for.

So hang on. Let me share my screen.

So I’m on a new on a new laptop for the first time, and it means I have a fancy new Zoom with buttons in different places than I’m used to. Here we go.

Okay.

There we are. Alright. Share screen. Okay. So you should be able to see, hopefully, a guarantee written here on a green blue slide.

Let me just make that bigger so we’re hanging out it properly. Alright.

So this was a guarantee that I wrote for one of my clients and this was actually quite a few years ago now.

But this was for a program for people with hypothyroidism.

So a condition that really causes like a whole raft of physical symptoms, none of which are very appealing. So things like incredible lethargy, weight gain, infertility, really bad mood swings, that kind of vein of things.

And when I was doing the voice of customer research for this project, which was a launch, I kept finding that reliably when I was asking, you know, what was the first shift in order to start joining the program? People would say that by day four or five, they actually felt like they had an insane amount of energy, like something they hadn’t experienced, since their thyroid had started playing up.

This was repeated by everyone I spoke to in my interviews and also in the, survey that I sent out to those I couldn’t interview. It was a really common response.

And speaking with Erin, who is the lady behind this program, she backed that up. She was like, oh, yeah. People always really see that boost in energy, you know, you know, in the first within the first three or four three or four or five days. So, well, I made this into her guarantee. And as you can see here, it reads, if by day five you don’t lose a significant boost in energy, I’m talking the most alive you’ve ever felt since your thyroid decided to pack up and leave the building, just email me to request a refund. That’s how convinced I am that this program will change everything for you, all with teeny tiny baby steps that take just fifteen minutes a day.

I’ll mention here too before I pivot from here into the worksheet so you can have a look at the mechanics, of what is working here with this guarantee.

The teeny tiny baby steps were really important for this program because obviously if you’re someone who is experiencing all those symptoms that I mentioned earlier, the idea of being able to find a half hour or an hour a day or something to implement the changes you’re learning about in the course is obviously going to be overwhelming. So, this is also a really important thing to put here and this links back into the minimum viable commitment.

So I will switch screens now but it will be clunky because that is how I roll.

Here we go. So if you look to your worksheet, you will see that the first prompt here is asking you to identify what the quickest valuable win is for the offer that you’re working with.

Now hopefully quickest valuable win is a familiar term for you. It’s one of RISE genius concepts, it’s in copy school. I believe Sarah sent through, in this week’s email, the links or the sort of bookmarks to, where you can revisit it if you need to. But basically, it’s based on the idea that, as humans, we are far more motivated by outcomes, results, or rewards that are in the near term.

So even though, you know, the big picture promise of your offer might be something much grander and in the case that we just looked at, it was much grander than having more energy, that fact that that was actually still quite a huge win for people, people who have been feeling flat as a pancake for so long, that promise is really appealing because it’s in such the near future. They can imagine that in five days from now, oh wow what if I do actually have that energy? That’s a really compelling promise to offer them. So when you’re thinking through this for your own offers, obviously, I’ve got here some just check points for you to make sure that you have actually identified the quickest valuable win. So making sure that it is actually quick. Right? And really the sooner the better.

Making sure that it’s also valuable. So being able to answer the question of why does that actually matter? Because if you answered that then you may have identified a quick win but it may not be powerful or meaningful enough to actually make that guarantee pack a punch.

The other thing that needs to be, here I think, and this is only in my experience, but I mean it definitely works, is that it needs to be measurable or demonstratable.

Because if it’s neither of those things, there is a bit of room for interpretation into whether your customer has actually got their end of the bargain. So the question here, how will you, you and or your client customer know they’ve actually hit this win?

And for the example that I just shared, the thyroid program, that was actually part of the fifteen minutes a day work that people went through. There was a three question check-in every day and one of those questions was how’s your energy today? It was a really simple Likert scale. I think it was even framed in frowny face to really smiley face. So a way for people to capture that information and also importantly a way for the course creator to capture that information.

In that case it was really simple, really quick, really effective and I’m sure for most people they had forgotten that that was the guarantee when they were answering those questions.

But that’s just one example to hopefully help your brain tick over. I’ve got a couple more examples too but I’ll just talk through these last, this last point on this page before I dive back in, to some guarantees.

So for DIY offers, so that’s things like courses or digital products only, I think it’s also really important that the guarantee requires a minimum viable commitment from your prospects.

So what do they actually have to do to realize this quickest valuable win?

And, again, this is a glorious concept from the brain of rye. But if you need a refresher, basically, it is all about the fact that, you know, your most most of your prospects are not going to be, you know, the gold standard of person when it comes to a course or digital product in that, you know, some sure will do, like, absolutely everything that’s available to them, take up every opportunity, devote the right number of hours, etcetera, etcetera. But for the average prospect, the idea of having to do that to get a result is quite overwhelming and is often reason for them not to purchase. So you need to think about how is it actually, you know, a reasonable effort on their part.

So for example, I mean, in this case, with the thyroid program guarantee, it referenced that fifteen minutes a day. So that is a way to really reinforce that hey, this is actually quite doable. Like on the sales page and in the emails, I talked about, you know, being able to do that, you know, first thing in the morning or even over your lunch break. So talk on the bus on the way to work. So Finding ways where you could make that really actionable and feel very approachable.

So as another example, like if you are trying to build this out for some sort of, course or workshop, obviously, it is much more appealing for your prospect to hear that you will have this quickest valuable win by the time you’re seventeen minutes into the first module, rather than by the time you’ve watched all the modules and done all the worksheets, because that can feel like a reason not to buy. So hopefully that makes sense. If you don’t have any questions on any of this, by the way, because I’m talking to myself here, please, please, please ping me in Slack. I’m so happy to unpack this further, to help it make sense, to help make it really actionable. So do not hesitate.

If we have a look at another guarantee, just to again get some more ideas flowing for what might be in front of you. This is a guarantee that I had for one of my own offers, which was a launch service.

So, a service that I actually marketed in what I think of now as quite an aggressive way. I the sales page was actually a teardown, although I hate that term, but that’s what it was, of, someone’s launch. And it was a personality here in Australia who’s quite a big deal. She just stepped into the online course market. I think it was six months prior.

And her launch strategy, her sales page, her emails, had many opportunities for optimization. So the sales page for this offer was actually that and then I segued into the offer, which explains why the first sentence of the guarantee here is if I can’t identify at least three key opportunities, like the ones above, for optimization during your next launch, I’ll shimmy your money straight back to you along with an apology for the hassle. No awkward email exchange required.

So this is an example of what a guarantee can look like for a one to one service.

And again, you know, this win is quite quick and valuable because the service itself is quite quick. It was a sixty minute launch day brief call, so as soon as they booked in they filled out their intake form, I then went through all their data, all their stats, all their thoughts about the launch, and then we had a sixty minute call where we could discuss that and I could feedback my findings.

So knowing that they would have at least three key opportunities for optimization by the end of that call was appealing because my prospect for this offer was someone who had launched, you know, more than likely, you know, two or three times. Something wasn’t clicking or something wasn’t working as well as they wanted it to, but they couldn’t pinpoint what that thing was. So this idea of being able to have real clarity around what they should focus on next time to yield some better results and yield some better conversions was highly appealing.

The other thing to point out here is that, obviously, this is really easily measurable, and I can do the measuring here. Like, if I don’t have at least three opportunities for optimization, like, I will know that, which is why I can also offer in this guarantee that, you know, there’s no awkward email exchange required because I’ll be able to see that. So it’ll be just on me to say, hey, I’m so sorry.

I could not meet my minimum standard for success with this offer for you. I’ve just refunded your money.

Which is probably a good segue into talking about some of what is on the second page of your worksheet for this workshop.

So this page here is all about what you’ll provide if your offer doesn’t deliver.

And as a quick note here, you don’t always need to offer a refund. There are absolutely other things you can offer, in the place of just returning someone’s money. And I think when it comes to this, it’s really helpful to think about the role that the offer you’re working with is playing in your business ecosystem.

So for example, let’s say it’s the first time you are trialing out your retainer offer.

It may be that it is worth it for you to get insight and experience into how this works in real terms to offer that if you can’t meet a certain benchmark of optimization after say three or six months, you know, that you will provide two months free.

Or if you are, working this through with, say, a bigger project, but, you know, it’s still a clearly defined project and one that doesn’t roll on, it might be that they don’t have to pay their final fifty percent if you can’t reach whatever the thing is that you’ve offered as a quickest valuable win for them.

It could also be that you may offer additional access to you. So maybe you offer an additional coaching session with someone.

You know, so extra hands on help can obviously, be really appealing depending on the offer.

Having said that, if you are looking at what to offer for a guarantee for something that is designed to help you really scale your business, so a one to many offer like a a course or a digital product that doesn’t really require any real time input from you for delivery, it probably doesn’t make sense to offer something like an additional one to one session with you, because that sort of defeats the purpose of that offer, if that makes sense.

Again, if any of this is confusing, please please please reach out in Slack, and I’m so happy to talk through it in a different way, that will hopefully resonate. So, sorry that was a lot of talking. So when you are thinking through what this is, two things here to check it. So make sure it’s compelling.

You know, why why is this actually a really compelling, enticing guarantee or exchange for your prospect? Is it compelling enough?

You know, you need to be able to look at this and say clearly, yes. It is. It really makes the option to purchase this for my ideal prospect a no brainer. That’s really what you’re aiming for here. The other thing that I think is incredibly important to think about and I think can really impact the effect your guarantee has on selling your offer is is it frictionless? So how can you make this easy for your client or customer to ask for if your offer fails to deliver?

I think there are far too many guarantees out there that really put the onus on the customer themselves to activate it. And of course I understand why that is, but I think what that can actually do is devalue the guarantee even if otherwise the exchange is quite appealing.

So as an example, I run a copywriting course called Braincamp. I think I’ve run it since twenty eighteen now. So a long time. But ever since I started, I’ve actually emailed people, like, two days before the guarantee period ends to check-in with them to see how they’re doing and let them know, you know, hey. Here’s your chance to reach out if you feel like, you’re not getting what you came for.

So just an example. But I also think that so much of business is built on reputation.

Particularly when you’re gaining traction and making a name for yourself in the space. So anything you can do to really stand by your guarantee and stand by the fact that you want to do some really awesome work with really awesome people and you wanna make sure that it’s coming off, I think that pays dividends one hundred percent.

Alright. Let me flick back to here, so we can have a look at one more guarantee.

This one was one I wrote for a Client who works, she’s like a virtual COO she calls herself. So she works to help people set up automations and systems in their business, to help them save time and increase productivity.

Her client is any creative professional, so copywriter, designer, podcast editor, anyone like that. But basically people who have repeatable processes in their business that they’re feeling bogged down by and really want be able to automate or outsource.

This was for a program that she was beta testing for the first time. So, she for added context, just in case it’s relevant, she was just coming back for maternity leave and she was looking for ways to sort of leverage her now more limited time in her business.

So was turning or had turned her one to one offering into an online course so that she could still serve people, ideally to get the same outcomes, but do it with a much lower time and energy investment from herself for the actual delivery of that of that service.

So the guarantee that we landed on was this. If you haven’t been able to set up a high end for them, low touch for you, onboarding automation for at least one of your offers fourteen days from now, I want to know. Email me directly, and there’s a script you can copy paste below to make it as easy as possible because I know reaching out to someone to let them know their program hasn’t delivered can feel incredibly awkward. And I’ll reply with the link to my calendar so we can book a call and work it through together. In other words, there’s no way you’re moving to the next month feeling as bogged down in your business as you are right now.

So to break this down with the concepts we’ve just looked at from that worksheet, quick is valuable when, you know, fourteen days after starting the program that they can have the onboarding automation for their for one offer. And most of them would choose probably their primary offer, like uploaded, done, running basically on autopilot, to open up some more time and space for them within their business to do the things that are more important than doing that task live.

It is very easy for a customer to activate this guarantee. And I actually do have the script for that email on the next slide, which I’ll show you just in case you wanna have a look at what that looks like.

So, you know, the thought of them being like, oh, this is actually a good guarantee, but, god, would I am I the kind of person who would actually go out of my way to, you know, to let Lauren know? Like, I don’t know. You know, that that worry is taken away from them.

The exchange here, so book a call and work it through together. So the reason that, my client and I landed on this as, her offer for or her part of the guarantee is because this was a beta test of this offer. So she really wanted, one, proof that it worked so that she could launch it and sell it at scale in the future, And also to social proof for marketing. So, for her, it was more valuable to be able to spend a bit of extra time with anyone who didn’t get to this quickest valuable win for whatever reason so she could find out why, what was missing from the program, she could optimize from there and also so that she could ideally get some really good social proof to help her with future launches and sales and eventual evergreening.

So just another very different example and hopefully something that can give you something else to pull from as you’re looking at your office suite or your client’s office suites and trying to really work out what fits.

Oh, and I’ll just show you here too. Sorry, this is copy pasted from a launch email that I wrote for her. But in the PS I included that guaranteed script and this is what it looks like just in case is an idea you want to pinch for yourself.

PS, here’s that non awkward guaranteed script just in case you need it. Hey, Lauren. I haven’t been able to set up that onboarding automation like you promised. Can you please send me that link to your calendar so we can get it sorted?

So hopefully, as you can see, that’s quite a compelling thing to include in a in a sales email, because it really closes the loop. It really reinforces that, she means this guarantee and she wants you to activate it if you do not get the thing that she has promised.

So I think all of these things make this guarantee real, tangible, precise, specific, all those things that I spoke about at the top of this workshop, that are really working, to cement and increase conversions. I think particularly in this era where, you know, world economies and all those sorts of things are not ideal. Right? People it’s not that people are afraid to spend money. People are afraid to spend money poorly. So to spend money on things that don’t work or don’t get them the things that they want. So if you can remove that risk for them, the decision to purchase becomes a lot easier.

And as I mentioned, the ability for you to stand behind and confidently sell your offer also increases, because you know you have this ironclad agreement in there. That, hey, like, I promise if I do not do x by y, I’m gonna do this. Like, I’m gonna make it good.

I want this to be a super solid investment for you and if it’s not, I haven’t done my job. So I’ve been able to have that conversation whether it’s on a sales call or whether it is a conversation that you have, on a sales page or in a launch sequence, it is really powerful. And I think can really help you and your offer stand out, and, of course, really help you sell with ease.

Now I think the only other thing that is on this worksheet is just a fill in the blanks, type thing. Obviously, this may oh, sorry. That looks funny. This may not, be the final form of your guarantee. But If you pull it all together into this, you’ll at least get a chance to see what it looks like together. And just check again, is it compelling? Is it frictionless?

Is the win here really meaningful? Does this look like something that my ideal prospect is going to respond to positively?

And does this feel like something that makes me more able to sell my big scary big hairy offers, in a new space or in a new way?

I was planning on using the rest of this time today to work through this with you, give you some time to go through the worksheet, help you troubleshoot, the guarantees, and also talk to you about the mindset side of things. So, try and dig into how or if this does change your confidence in terms of going ahead and selling that new offer or selling at that new price point, and also dig into some other things that may be lurking in there so that we can, workshop those, or build some exercises out around those for future workshops.

Because if you’re watching this it’s a replay, obviously.

I don’t think even Shane has the AI to make that sort of exchange possible, right here on this video.

But please ping me in Slack. I would love to help you through any and all of that, and I would love to see these guarantees out in the wild and hear about how they’re performing, how they’re helping you sell, make sales, and increase conversions.

Transcript

So hopefully everyone watching this on the replay, I hope you have got your worksheet, for this training at the right because we’re going to be referring to this, as I go.

I’m very excited to jump into guarantees with you because I know that for a lot of you in this group, the work that you’re doing not only in this program but also currently in the intensive means that you are in the process of finding your offers or even creating entirely new ones, raising your rates and also doing things like looking at, high value retainers for possibly the first time.

And I think that whenever you do something new, whether that is selling something at that higher price point or selling a new offer or working with a new kind of client.

When you do something for the first time, there’s always a leap of faith you have to take, to do the thing. And of course it’s my job to coach you over that. Because a huge part of mindset I think is that once you are doing the thing then you have the proof that you can do it, which, of course, can help, reduce, the sting of those mindset gremlins, as you move through your business.

So with that in mind, as you’ll know from the worksheet and from Sarah’s post, this workshop is all about crafting highly effective guarantees for your offers.

And this is really key because obviously an awesome guarantee will not only remove or reduce risk for your prospect to the point at which they feel really confident, opting into your offer and making that purchase, but they will also remove or reduce risk for you if you’re feeling a little bit wobbly about putting an offer out there or putting a price point out there for the first time. Because that means you’re not just asking your prospect to sort of trust that you’ll do the thing. You have actually an agreement in place that means that if you don’t do a certain thing, then they will get a certain thing in return. So the means of the exchange is really clear. And this is something that can really just help in a practical sense, you do one of those scary things for the first time.

Now, of course, the days of the super vague, if you do everything inside and don’t get the results you’re after, let me know and I’ll give you a full refund. The days of those guarantees working I think are over.

Although I do feel like there was a weird time in the late 20s where they did work for some offers.

But what I’m seeing not only in my own business but in my clients’ businesses and the work I do for them, what I’m seeing at the moment in terms of guarantees that work are those that are really hyper specific guarantees and also guarantees that are really easy to action.

So I wanted to show you a few examples of what those look like. These are real examples taken from various parts of my business.

And then I will also pull up the worksheet, just to, step through, what you’re looking at so you can hopefully understand what the questions and the prompts in the worksheets are asking for.

So hang on. Let me share my screen.

So I’m on a new on a new laptop for the first time, and it means I have a fancy new Zoom with buttons in different places than I’m used to. Here we go.

Okay.

There we are. Alright. Share screen. Okay. So you should be able to see, hopefully, a guarantee written here on a green blue slide.

Let me just make that bigger so we’re hanging out it properly. Alright.

So this was a guarantee that I wrote for one of my clients and this was actually quite a few years ago now.

But this was for a program for people with hypothyroidism.

So a condition that really causes like a whole raft of physical symptoms, none of which are very appealing. So things like incredible lethargy, weight gain, infertility, really bad mood swings, that kind of vein of things.

And when I was doing the voice of customer research for this project, which was a launch, I kept finding that reliably when I was asking, you know, what was the first shift in order to start joining the program? People would say that by day four or five, they actually felt like they had an insane amount of energy, like something they hadn’t experienced, since their thyroid had started playing up.

This was repeated by everyone I spoke to in my interviews and also in the, survey that I sent out to those I couldn’t interview. It was a really common response.

And speaking with Erin, who is the lady behind this program, she backed that up. She was like, oh, yeah. People always really see that boost in energy, you know, you know, in the first within the first three or four three or four or five days. So, well, I made this into her guarantee. And as you can see here, it reads, if by day five you don’t lose a significant boost in energy, I’m talking the most alive you’ve ever felt since your thyroid decided to pack up and leave the building, just email me to request a refund. That’s how convinced I am that this program will change everything for you, all with teeny tiny baby steps that take just fifteen minutes a day.

I’ll mention here too before I pivot from here into the worksheet so you can have a look at the mechanics, of what is working here with this guarantee.

The teeny tiny baby steps were really important for this program because obviously if you’re someone who is experiencing all those symptoms that I mentioned earlier, the idea of being able to find a half hour or an hour a day or something to implement the changes you’re learning about in the course is obviously going to be overwhelming. So, this is also a really important thing to put here and this links back into the minimum viable commitment.

So I will switch screens now but it will be clunky because that is how I roll.

Here we go. So if you look to your worksheet, you will see that the first prompt here is asking you to identify what the quickest valuable win is for the offer that you’re working with.

Now hopefully quickest valuable win is a familiar term for you. It’s one of RISE genius concepts, it’s in copy school. I believe Sarah sent through, in this week’s email, the links or the sort of bookmarks to, where you can revisit it if you need to. But basically, it’s based on the idea that, as humans, we are far more motivated by outcomes, results, or rewards that are in the near term.

So even though, you know, the big picture promise of your offer might be something much grander and in the case that we just looked at, it was much grander than having more energy, that fact that that was actually still quite a huge win for people, people who have been feeling flat as a pancake for so long, that promise is really appealing because it’s in such the near future. They can imagine that in five days from now, oh wow what if I do actually have that energy? That’s a really compelling promise to offer them. So when you’re thinking through this for your own offers, obviously, I’ve got here some just check points for you to make sure that you have actually identified the quickest valuable win. So making sure that it is actually quick. Right? And really the sooner the better.

Making sure that it’s also valuable. So being able to answer the question of why does that actually matter? Because if you answered that then you may have identified a quick win but it may not be powerful or meaningful enough to actually make that guarantee pack a punch.

The other thing that needs to be, here I think, and this is only in my experience, but I mean it definitely works, is that it needs to be measurable or demonstratable.

Because if it’s neither of those things, there is a bit of room for interpretation into whether your customer has actually got their end of the bargain. So the question here, how will you, you and or your client customer know they’ve actually hit this win?

And for the example that I just shared, the thyroid program, that was actually part of the fifteen minutes a day work that people went through. There was a three question check-in every day and one of those questions was how’s your energy today? It was a really simple Likert scale. I think it was even framed in frowny face to really smiley face. So a way for people to capture that information and also importantly a way for the course creator to capture that information.

In that case it was really simple, really quick, really effective and I’m sure for most people they had forgotten that that was the guarantee when they were answering those questions.

But that’s just one example to hopefully help your brain tick over. I’ve got a couple more examples too but I’ll just talk through these last, this last point on this page before I dive back in, to some guarantees.

So for DIY offers, so that’s things like courses or digital products only, I think it’s also really important that the guarantee requires a minimum viable commitment from your prospects.

So what do they actually have to do to realize this quickest valuable win?

And, again, this is a glorious concept from the brain of rye. But if you need a refresher, basically, it is all about the fact that, you know, your most most of your prospects are not going to be, you know, the gold standard of person when it comes to a course or digital product in that, you know, some sure will do, like, absolutely everything that’s available to them, take up every opportunity, devote the right number of hours, etcetera, etcetera. But for the average prospect, the idea of having to do that to get a result is quite overwhelming and is often reason for them not to purchase. So you need to think about how is it actually, you know, a reasonable effort on their part.

So for example, I mean, in this case, with the thyroid program guarantee, it referenced that fifteen minutes a day. So that is a way to really reinforce that hey, this is actually quite doable. Like on the sales page and in the emails, I talked about, you know, being able to do that, you know, first thing in the morning or even over your lunch break. So talk on the bus on the way to work. So Finding ways where you could make that really actionable and feel very approachable.

So as another example, like if you are trying to build this out for some sort of, course or workshop, obviously, it is much more appealing for your prospect to hear that you will have this quickest valuable win by the time you’re seventeen minutes into the first module, rather than by the time you’ve watched all the modules and done all the worksheets, because that can feel like a reason not to buy. So hopefully that makes sense. If you don’t have any questions on any of this, by the way, because I’m talking to myself here, please, please, please ping me in Slack. I’m so happy to unpack this further, to help it make sense, to help make it really actionable. So do not hesitate.

If we have a look at another guarantee, just to again get some more ideas flowing for what might be in front of you. This is a guarantee that I had for one of my own offers, which was a launch service.

So, a service that I actually marketed in what I think of now as quite an aggressive way. I the sales page was actually a teardown, although I hate that term, but that’s what it was, of, someone’s launch. And it was a personality here in Australia who’s quite a big deal. She just stepped into the online course market. I think it was six months prior.

And her launch strategy, her sales page, her emails, had many opportunities for optimization. So the sales page for this offer was actually that and then I segued into the offer, which explains why the first sentence of the guarantee here is if I can’t identify at least three key opportunities, like the ones above, for optimization during your next launch, I’ll shimmy your money straight back to you along with an apology for the hassle. No awkward email exchange required.

So this is an example of what a guarantee can look like for a one to one service.

And again, you know, this win is quite quick and valuable because the service itself is quite quick. It was a sixty minute launch day brief call, so as soon as they booked in they filled out their intake form, I then went through all their data, all their stats, all their thoughts about the launch, and then we had a sixty minute call where we could discuss that and I could feedback my findings.

So knowing that they would have at least three key opportunities for optimization by the end of that call was appealing because my prospect for this offer was someone who had launched, you know, more than likely, you know, two or three times. Something wasn’t clicking or something wasn’t working as well as they wanted it to, but they couldn’t pinpoint what that thing was. So this idea of being able to have real clarity around what they should focus on next time to yield some better results and yield some better conversions was highly appealing.

The other thing to point out here is that, obviously, this is really easily measurable, and I can do the measuring here. Like, if I don’t have at least three opportunities for optimization, like, I will know that, which is why I can also offer in this guarantee that, you know, there’s no awkward email exchange required because I’ll be able to see that. So it’ll be just on me to say, hey, I’m so sorry.

I could not meet my minimum standard for success with this offer for you. I’ve just refunded your money.

Which is probably a good segue into talking about some of what is on the second page of your worksheet for this workshop.

So this page here is all about what you’ll provide if your offer doesn’t deliver.

And as a quick note here, you don’t always need to offer a refund. There are absolutely other things you can offer, in the place of just returning someone’s money. And I think when it comes to this, it’s really helpful to think about the role that the offer you’re working with is playing in your business ecosystem.

So for example, let’s say it’s the first time you are trialing out your retainer offer.

It may be that it is worth it for you to get insight and experience into how this works in real terms to offer that if you can’t meet a certain benchmark of optimization after say three or six months, you know, that you will provide two months free.

Or if you are, working this through with, say, a bigger project, but, you know, it’s still a clearly defined project and one that doesn’t roll on, it might be that they don’t have to pay their final fifty percent if you can’t reach whatever the thing is that you’ve offered as a quickest valuable win for them.

It could also be that you may offer additional access to you. So maybe you offer an additional coaching session with someone.

You know, so extra hands on help can obviously, be really appealing depending on the offer.

Having said that, if you are looking at what to offer for a guarantee for something that is designed to help you really scale your business, so a one to many offer like a a course or a digital product that doesn’t really require any real time input from you for delivery, it probably doesn’t make sense to offer something like an additional one to one session with you, because that sort of defeats the purpose of that offer, if that makes sense.

Again, if any of this is confusing, please please please reach out in Slack, and I’m so happy to talk through it in a different way, that will hopefully resonate. So, sorry that was a lot of talking. So when you are thinking through what this is, two things here to check it. So make sure it’s compelling.

You know, why why is this actually a really compelling, enticing guarantee or exchange for your prospect? Is it compelling enough?

You know, you need to be able to look at this and say clearly, yes. It is. It really makes the option to purchase this for my ideal prospect a no brainer. That’s really what you’re aiming for here. The other thing that I think is incredibly important to think about and I think can really impact the effect your guarantee has on selling your offer is is it frictionless? So how can you make this easy for your client or customer to ask for if your offer fails to deliver?

I think there are far too many guarantees out there that really put the onus on the customer themselves to activate it. And of course I understand why that is, but I think what that can actually do is devalue the guarantee even if otherwise the exchange is quite appealing.

So as an example, I run a copywriting course called Braincamp. I think I’ve run it since twenty eighteen now. So a long time. But ever since I started, I’ve actually emailed people, like, two days before the guarantee period ends to check-in with them to see how they’re doing and let them know, you know, hey. Here’s your chance to reach out if you feel like, you’re not getting what you came for.

So just an example. But I also think that so much of business is built on reputation.

Particularly when you’re gaining traction and making a name for yourself in the space. So anything you can do to really stand by your guarantee and stand by the fact that you want to do some really awesome work with really awesome people and you wanna make sure that it’s coming off, I think that pays dividends one hundred percent.

Alright. Let me flick back to here, so we can have a look at one more guarantee.

This one was one I wrote for a Client who works, she’s like a virtual COO she calls herself. So she works to help people set up automations and systems in their business, to help them save time and increase productivity.

Her client is any creative professional, so copywriter, designer, podcast editor, anyone like that. But basically people who have repeatable processes in their business that they’re feeling bogged down by and really want be able to automate or outsource.

This was for a program that she was beta testing for the first time. So, she for added context, just in case it’s relevant, she was just coming back for maternity leave and she was looking for ways to sort of leverage her now more limited time in her business.

So was turning or had turned her one to one offering into an online course so that she could still serve people, ideally to get the same outcomes, but do it with a much lower time and energy investment from herself for the actual delivery of that of that service.

So the guarantee that we landed on was this. If you haven’t been able to set up a high end for them, low touch for you, onboarding automation for at least one of your offers fourteen days from now, I want to know. Email me directly, and there’s a script you can copy paste below to make it as easy as possible because I know reaching out to someone to let them know their program hasn’t delivered can feel incredibly awkward. And I’ll reply with the link to my calendar so we can book a call and work it through together. In other words, there’s no way you’re moving to the next month feeling as bogged down in your business as you are right now.

So to break this down with the concepts we’ve just looked at from that worksheet, quick is valuable when, you know, fourteen days after starting the program that they can have the onboarding automation for their for one offer. And most of them would choose probably their primary offer, like uploaded, done, running basically on autopilot, to open up some more time and space for them within their business to do the things that are more important than doing that task live.

It is very easy for a customer to activate this guarantee. And I actually do have the script for that email on the next slide, which I’ll show you just in case you wanna have a look at what that looks like.

So, you know, the thought of them being like, oh, this is actually a good guarantee, but, god, would I am I the kind of person who would actually go out of my way to, you know, to let Lauren know? Like, I don’t know. You know, that that worry is taken away from them.

The exchange here, so book a call and work it through together. So the reason that, my client and I landed on this as, her offer for or her part of the guarantee is because this was a beta test of this offer. So she really wanted, one, proof that it worked so that she could launch it and sell it at scale in the future, And also to social proof for marketing. So, for her, it was more valuable to be able to spend a bit of extra time with anyone who didn’t get to this quickest valuable win for whatever reason so she could find out why, what was missing from the program, she could optimize from there and also so that she could ideally get some really good social proof to help her with future launches and sales and eventual evergreening.

So just another very different example and hopefully something that can give you something else to pull from as you’re looking at your office suite or your client’s office suites and trying to really work out what fits.

Oh, and I’ll just show you here too. Sorry, this is copy pasted from a launch email that I wrote for her. But in the PS I included that guaranteed script and this is what it looks like just in case is an idea you want to pinch for yourself.

PS, here’s that non awkward guaranteed script just in case you need it. Hey, Lauren. I haven’t been able to set up that onboarding automation like you promised. Can you please send me that link to your calendar so we can get it sorted?

So hopefully, as you can see, that’s quite a compelling thing to include in a in a sales email, because it really closes the loop. It really reinforces that, she means this guarantee and she wants you to activate it if you do not get the thing that she has promised.

So I think all of these things make this guarantee real, tangible, precise, specific, all those things that I spoke about at the top of this workshop, that are really working, to cement and increase conversions. I think particularly in this era where, you know, world economies and all those sorts of things are not ideal. Right? People it’s not that people are afraid to spend money. People are afraid to spend money poorly. So to spend money on things that don’t work or don’t get them the things that they want. So if you can remove that risk for them, the decision to purchase becomes a lot easier.

And as I mentioned, the ability for you to stand behind and confidently sell your offer also increases, because you know you have this ironclad agreement in there. That, hey, like, I promise if I do not do x by y, I’m gonna do this. Like, I’m gonna make it good.

I want this to be a super solid investment for you and if it’s not, I haven’t done my job. So I’ve been able to have that conversation whether it’s on a sales call or whether it is a conversation that you have, on a sales page or in a launch sequence, it is really powerful. And I think can really help you and your offer stand out, and, of course, really help you sell with ease.

Now I think the only other thing that is on this worksheet is just a fill in the blanks, type thing. Obviously, this may oh, sorry. That looks funny. This may not, be the final form of your guarantee. But If you pull it all together into this, you’ll at least get a chance to see what it looks like together. And just check again, is it compelling? Is it frictionless?

Is the win here really meaningful? Does this look like something that my ideal prospect is going to respond to positively?

And does this feel like something that makes me more able to sell my big scary big hairy offers, in a new space or in a new way?

I was planning on using the rest of this time today to work through this with you, give you some time to go through the worksheet, help you troubleshoot, the guarantees, and also talk to you about the mindset side of things. So, try and dig into how or if this does change your confidence in terms of going ahead and selling that new offer or selling at that new price point, and also dig into some other things that may be lurking in there so that we can, workshop those, or build some exercises out around those for future workshops.

Because if you’re watching this it’s a replay, obviously.

I don’t think even Shane has the AI to make that sort of exchange possible, right here on this video.

But please ping me in Slack. I would love to help you through any and all of that, and I would love to see these guarantees out in the wild and hear about how they’re performing, how they’re helping you sell, make sales, and increase conversions.

Reframing Failure

Reframing Failure

Transcript

Alright. So as you know, today’s workshop is all about reframing failure.

So over the next twenty minutes of content, and then of course, with all the time for questions, so we can speak about this stuff or anything else related to business or copywriting, you can expect a quick rundown of a fixed versus growth mindset plus this group on why the ladder allows you to pursue failure rather than try and avoid it at all costs.

Behind the scenes look at a couple of my biggest business related failures to date, plus how I use them as tools for growth.

And a neat little quint tablet reflective practice prompts to help you transform your next fails into fuel for next moves, and those prompts are what is in your worksheet.

So don’t feel like you have to madly scribble down, sponsors to those as we work through the workshop, that is a worksheet for you to keep and to use, as you go on, in your business and do really cool things. And inevitably fall short and make mistakes. So, keep that in your back pocket for future, future times.

So just to kick things off today, I would love to try and get my head around, where each of you sits on the scale of having a fixed or a growth mindset. So I’ve got three statements here, and as I read each one out, I would love it if, you could either write agree or degree, in the chat box.

So first one, you can learn new things, but you can’t really change your basic level of ability.

Agree or disagree with that one.

Just pop it in here we go. Disagree.

Caroline not sure disagree.

Caroline, what’s making that one tricky to answer?

I don’t know. I guess, it feels a little bit like a trick question to me because I guess if I’m learning new things, I I guess I don’t really understand the question very well.

Yeah. Sure. So I’ll I’ll try and I’ll try and reframe it. So, So obviously everyone can learn new things, but do you feel as though there is a limit to how much that can improve your ability based on you know, the skills and talents you’re born with. Does that reframe help or may not?

Yeah. I mean, I just said disagree. Disagree. Yep. Okay. Okay.

Alright.

Next statement. I like my work best when I can do it really well without any or many hiccups.

Agree or disagree for putting the chat and I’ll have a squeeze it where you’re all falling.

Alright. Carolyn, Arie, Abby agree.

Okay.

And last one here, when I work card, it makes me feel like I’m not very smart.

Agree or disagree.

Disagree for Hannah, mostly agree for Carolyn. Disagree for Abby. Alright. Thanks guys.

So to give us a little bit of color in context, For all of these statements, if your response was agree, that indicates a more fixed mindset If your statement was disagree, that indicates a more growth mindset, now my alarm’s going off. Great.

But of course, like all things, it’s a spectrum. So it’s not as though, you know, you’re gonna just have like a fixed mindset and that’s gonna boot, like, you know, your your whole thing, you’re going to be somewhere on the spectrum of, you know, being quite fixed to being, quite growth focused. So this is just to give you a sense and a little bit of inside into sort of where you might sit and also, you know, which pieces of the puzzle may be ones for you to work on.

To dig into this stuff a little bit deeper, people who believe their success is based on innate ability, have a fixed mindset, whereas people who believe their success is based on hard work, learning, training, and doggedness, which, by the way, I just think is such a great trade. Have a growth mindset.

And if you want to dive much deeper into this, Carol Duek is the expert and the brainchild of all of this She’s been publishing studies and papers on this since the late eighties, but her TED Talk is a really great place to start.

But if we look at how these mindsets can actually, work in terms of, you, specifically, your business this is actually a really great infographic. It’s quite tiny here, but I’ll read it out for you. And of course, you’ll have these, slides to look too. So you can obviously zoom in, at a later date, but basically a fixed mindset, has the belief that intelligence or ability is quite static, which leads to a desire to look smart and therefore, a tendency to avoid challenges, give up easily with obstacles, see effort as fruitless, ignore useful negative feedback, and feel threatened by the success of others. So as a result, people may plateau early and achieve less than their full potential.

And you can imagine how this would play out in a business context, right? Because often the opportunities beget, can be really scary. They can require us to take a leap of faith or a leap of learning So if you’re someone who has a fixed mindset, you are probably more likely to say, look, that’s not really for me. Like, I just don’t have that skill all that knowledge or that ability yet, and you’re probably going to turn that down, for fear or falling short and looking like a fool. On the other hand, if you’re someone who has or is able to cultivate a growth mindset, that’s, yeah, is based on the belief that intelligence or ability can be developed So it leads to a desire to learn and therefore a tendency to embrace challenge, persist in the face of setbacks, see effort as the path, to mastery, learn from criticism and find lessons and inspiration in the success of others.

And as a result, if you have a growth mindset or able to cultivate one, you’ll often reach higher levels of achievement and success.

So, obviously, when we look at failure in this context, you know, it’s a really great thing to aim for because of what it indicates about what’s going on inside of your brain and how you approach opportunities, and tasks in front of you.

So to summarize that infographic fixed mindset less sticking with what you already know in an effort to never look dumb or feel not enough, which of course I think is think that we all worry about from time to time, but if that is your approach all the time to every opportunity, that leads to a flat lining of expertise and success.

On the other hand, a growth growth mindset leads to taking on more challenges and learning from them, which leads to increased expertise performance and success.

So obviously, I think the, but, you know, a huge part of what is important about growing your business and growing in your journey as a copywriter or whatever kind of niche that you are working in here is that you’re constantly working towards having a growth mindset and like I said, you know, it is a continuum or it is a spectrum, so I’m not expecting that you’re gonna come out of this workshop today and all of a sudden be like, woohoo. I have a great mind like let’s go fail at all the things.

But I think it is something that with practice, actually becomes second nature. And again, if you wanted to dive deeper into that, Carol Duek has all sorts of research on the neuropsych and the neuroplasticity, behind cultivating these behaviors. So basically the more you do something, you know, the thicker and the faster that neural pathway comes, so it can literally become second nature to you, to approach failure in a certain way and use it as a learning experience and a tool for growth and refinement as opposed to, a cause for beating yourself up for being not good enough, smart enough, clever enough, experienced enough, whatever that may be.

So, like I just said, Fly is actually a really great thing to aim for because it’s sign that you’re one of those wonderful humans who’s always pushing for more, for different, for better, and that you’re someone who’s chasing growth instead of settling for what you already have. And of course, I think the fact that you’re all in CSP, you know, is a sign that you are someone who is doing this, right? Don’t think you join one of Joe’s programs if you are comfortable, sitting in the business that you already have. So you’re here because you want to stretch, you want to grow And, of course, failing and falling short is an inevitable part of that.

I think it’s about how we respond to it, which is actually the key thing here because, of course, there is a huge difference between, you know, making a misstep or falling short and saying, I’m just not smart enough or I’m just not good enough, which is a dead end, and having that same, making that same mistake and saying, look, I’m just not quite there yet. Which is a path forward.

So as two examples from my own business, just to show you that failing happens all the time, and there is actually stuff that you can do with it, to help really inform the next step of your business and to help pull yourself and your business along to that next level of success.

Back in twenty twenty, which feels like a lifetime ago now. It’s pre COVID at the start of the year. Amy Posner and I, who you may know if you have through ten X freelancer, we partnered up together to launch an online coaching program, which I mean, I can’t overstate what a huge opportunity that worked particularly for me because I was relatively unknown Amy felt like such a big deal in the copywriter space. She wanted to partner with me, so I was just beside myself with excitement.

I’m also a launch copywriter.

So of course, you know, for me partnering with her and launching this program felt like I should be playing in my safe space or my space of expertise.

We launched. It absolutely flopped. We only sold two spots.

It was awful.

We had to come together basically with our tails between our legs, and we had to pick apart what went wrong with the launch itself because we did really believe in the offer that we’d put together, but we knew we and mainly me because again launching is my jam, had made some serious mistakes, in the launch strategy.

I mean, I can talk about this in whatever kind of depth you’d like, but we, had done it without building a specific launch list we’d done it with very little lead time. We’d reached out to people one to one to invite them in, to people had said yes straight away. But the rest had sort of said, oh, you know, I don’t know about the program, I don’t know, you know, what’s gonna be in here, how much information, you know, can I get? So we’d sort of build a sales page, like, hurriedly in reverse. Nothing was done with strategic foresight, basically.

So Amy and I had the choice there and then whether we just kind of keep it quiet and shut the program down and refund those two people, or whether we actually try again, give it a proper launch and see how we go, and we we chose the latter path. So as embarrassing as it was, you know, for both of us, I think Amy too, we publicly acknowledged, that our land launch had fallen well short that we’d only filled two spots, and let our audiences know that we were gonna do it again and do it again properly. And we built a proper launch funnel with a webinar.

We had a proper sales page, a checkout system, launch emails, all of things, and we actually went on and we sold that program out the second time we launched.

But as you can imagine, huge fail, huge feelings of disappointment and just like cringing in the moment.

And I think it’s important to note too that having that growth mind it doesn’t mean that you shouldn’t or can’t experience those emotions around being disappointed, etcetera. It just means that that’s not the end of the experience that, you know, you don’t, you know, go tuck your tuck yourself away with a big bucket of ice cream and feel bad and shut down that avenue, but that you may feel those feelings, but then think, okay, cool. What am I gonna do now? Because I was reaching there for something that’s actually really important for me. It’s something that I was really excited about for my business.

As a different example, this is back. Looking at dates when I found this screenshot back in twenty eighteen, I took on a client that was referred to me by one of my mentors, because she was a referral from one of my mentors, I didn’t do my usual level of screening for red flags. I even ignored red flags. You can see in this email here, so she sent me this after, our discovery call and like this middle paragraph here, the price for the web copy is a little high based on the rates I’ve been seeing, so I’m wondering if you can come down a bit. Because it’s a brand new business without an income for a few months to come.

So I did actually reply to this with, saying I can’t reduce the cost, but I can reduce the scope, which is always what I suggest if you are in the situation with a client. But, I mean, for me, looking back now, I’m like, god, it’s a glaring red flag that was a brand new business, and she was coming to me looking for website copy and launch copy in the scope of time that she was looking for.

I did take on this project, even though I had a reduced scope, it was not a successful project, for me or for the client and it was the first time that I had actually, not been able to deliver really clear ROI for a client, which of course felt awful.

But what this made me do is when I sat back and looked at what went wrong, I was like, look, the problem was that my assessment of whether this client and this project was a good fit and was a good investment for for the client and a good opportunity for me to build my reputation and results I didn’t do that correctly.

So this resulted in me completely tightening up my, sales process making sure I asked all the right questions to understand whether a client was well positioned with the assets that they needed to make a project to success as long as they had from me the good copy and strategy.

So a different example of a different kind of fail but also a really good example, I think, of how I took that and actually made into something useful for the future, because that meant that all my clients from then on were much, more appropriately vetted, and therefore the projects that I worked on were much more successful.

So as I’ve spoken through those examples, I think the thing that’s really key to to point out here is the place of reflective practice in this whole game of actually turning those fails and those missteps and those falling shorts into really good insights or what comes next.

So if you haven’t heard reflective practice before, it’s something that is, really built into your job in the world of therapy. And for those who don’t know, my background is as a therapist, but it’s about carving out space and time to pinpoint what’s working, what’s not, and what possible so that you can make sure every iteration of your business is more informed than the last. So this is where those questions in your worksheet, come in. They are reflective practice questions designed to help you get better insight and also identify, an action from whatever next fail you might have in your business. So these are all in the worksheet, but the questions are what went wrong, because sometimes you’ll find that it’s easy to get a lot more clarity about the cause of the actual problem when you sit down and write it down.

What would you do differently if you had your time again? This question basically allows you to theoretically apply hindsight to the situation, which is a lot of we’re a lot of the great insights come from.

What have you gained from this experience? So maybe that’s about having a new piece of knowledge, about your work, or about yourself, or about your systems, whatever that might look like.

And in what way does this bring you close to the business you want and or the business owner you want to be?

I also think that is a really important thing to think about whenever we do have these situations in our business because it reminds us that we are using all of our experiences good and bad to grow ourselves in our business into something that we’re really proud of and really excited about. So by being able to see this all on paper, it can honestly make the world of difference in terms of how you feel about and also what you do with every fail that you come across.

So those prompts are there for you to use at will.

And I’m gonna open up for questions now. But before I do, I have one last question for you guys, and I’m not gonna make you answer right now, but I would love to hear back from you, maybe in Slack or maybe at the end of this hour, give you some time to think about it, but I would love you to identify one goal that you’re willing or maybe even excited to shoot for this quarter even though you might miss the mark.

Because I think a huge part of this being in that growth mindset and working more towards being in that growth mindset, is been willing to set quite audacious goals, knowing that even if you don’t get the exact outcome you want, you’re gonna gain a whole lot from trying and from learning from that experience.

Alright. So questions from you guys, and you can ask about anything in relation to failing and this process, or anything in relation to business, or copywriting at large. So I’m an open book, so please don’t be shy.

Yeah.

I have a question related to failure.

So I get how to like reframe if it’s kind of like you’ve gone for something and you failed and it’s like, okay. What did I learn? But how did you kind of break it when you failed out of, like, your own laziness or confidence. Like, if you say yourself a goal and, like, break I mean, like with your launch, it’s kinda like, Like, you skipped doing the law. Like, you didn’t do the strategy. No. So it’s kind of like, how do you reframe that when it’s, like, because I, like, I I’ll set myself, like, goals, and then it’s like, I just don’t do them because I’m lazy.

And it’s like, Yeah.

I see what you mean. So I can talk a bit about the launch more and then let’s let’s move into some of some of your fails too because I would love to hear, like, so we can try and workshop one of those that you have sort of an idea of what that can look like, because I I understand the question. It’s quite a different thing, I think, to fail out of inaction than it is to fail out of doing something and getting it wrong. Is that sort of the Yeah.

In my accountability group, like, every week, we we share failures because it’s meant to be, like, you know, all empowering and stuff. And I’m like, how would it like, I recognize all my failures are just like, oh, yeah. No. I didn’t do it. Like, rather than actually going for it and then failing. Is. Yeah.

It’s in a Yeah.

Got you.

Cool. Well, let me I’ll show you. Hang on. I’ll share my screen again. Where’s the button? Here we go.

And to show you just to give you some more context on this, can you guys see an Instagram post? Hopefully, you can.

So, like, we really owned up to how we found here through our laziness. Like, we thought we’d fill it by invitations we sent out late before Christmas, people we’re already working with and got so caught up in the excitement of that that we didn’t build any sort of funnel for legends like you. And as you no doubt, no funnels are insanely important, especially for new high ticket offers. Without one, people are left wondering why this by now and what the hell is in it for me. In a huge epic, uncomfortably metaphase, finally made a bunch mistakes, you’d never let anyone else make, and painfully proved a point about why we paid this off in the first place.

Winging your own stuff, it’s often hard to see what you’re missing until it’s too late an order to give up at least not yet, and then I mentioned that we’re gonna read you the launch and do it properly.

But I think he’s probably some of the juicy stuff for what you’re talking about but in the process, deliver a hopefully great learning opportunity about how to roll with the punches, how to launch well, and how to take something that’s not working and make it much, much better. We’re just keeping it real and giving it context to why you’ll start hearing me talk about the other, more effectively, in the coming weeks.

We actually got an insane amount of engagement and, like, you know, we love you guys for being so open and honest about this because it’s so relatable. So the relate ability factor, involved in making this really public admission was actually quite astounding.

So I think that but I’m also sorry. Before I go down that path any further, can you give me an example of, one of your fails in terms of the thing that you didn’t do? Like, what what what kind of things are we talking about here?

Just things like I don’t know, like, my daily non negotiables and not doing all of them every day.

And it’s kind of like, I think where I struggle with it, maybe appealing to, like, your therapist side here is because, like, graphic or, like, at the moment, everything’s like, so kind of speak of bashing with yourself, let yourself off the hook. So I’m getting all that messaging, but then it’s kind of like, So I’m like, oh, it’s okay. I didn’t do this today, but it’s not it’s not productive. Like, so it’s like, how do you balance, like, being kind to yourself? And, like, not give yourself a hard time with actually, like, no, I committed to doing this.

Yes. It’s such a good question. It sounds like you’re almost being too kind to yourself.

With some of these things. I love it. So I think that there is a difference between, having self compassion and being motivated. So, you know, I think you still need to have the motivation to follow things through because you can see how they’re actually going to serve your goals and serve you and serve your business and serve that great objective that you want to be on.

I think you can be motivated and therefore, shoot for bigger goals and be compassionate to yourself when you miss them, but I think the the not doing the thing is interesting And I am curious to know whether you have any insights into what’s driving that laziness or avoidance and, like, is it laziness, is it avoidance? Like, what are we actually talking about here? Do you do you have any gut feeling about that?

I think it’s a process. It just makes me so unmotivated and fucking honestly.

Yep. Wow.

But, yeah, it’s like, I’ve just so tired all the time. So it’s like, I I just don’t work as many hours as I wanted to. Like, I’m pretty honest. Yeah.

Yeah. No.

You tried to start, but No.

No. That’s I mean, that is really good insight. You don’t have the fuel in the tank to do those things, so it sounds as though you are perhaps letting go of those tasks that maybe don’t feel so important or aligned. Is that fair?

Yeah. It’s just like yeah. So I kind of, I guess, like, okay. So probably prioritizing client work over, like, writing my book, doing reaching out for opportunities and stuff.

Which, yeah, so I guess it part of addressing that failure would be, like, just think looking at what my priorities actually are and reminding myself as to grow my business.

Yes.

And I wonder if an exercise that could be helpful there, and and this will either like, you’ll be like, oh, yeah, that I can work with that, or you’ll be like, no, that sounds really weird. So let me know. But I wonder if part of that reflecting for that kind of thing could be, reflecting on how your lack of action on those things is failing your future self. Like, how is this failing Abby next year?

Because if Abby next year has been, you know, the intervening twelve months, just focusing on client work and hasn’t reached out for opportunities, hasn’t made any traction on, you know, even writing, you know, two chapters of her book what are the impacts of that? Because I think you’re in the situation where I think we’ve all been in it, right, where you do get so busy and so overwhelmed and, you know, health comes into the picture as well. Kids, maybe, you know, where you’re just sort of treading water, and you’re just doing the things that are in front of you, but you know, by prioritizing that client work and forgetting about the stuff for your own business, you are sort of effectively in a plateau.

So I I wonder if the reframe of how am I failing my future self could actually be helpful for you to uncover some new motivation, ignite a new fire up your ass.

Maybe even make some space. I’m not saying you need to find more time because I think it’s really valid that, you know, you’re feeling flat and you don’t have the energy and you don’t have the capacity.

But with the time and energy that you do have, I think maybe you need to look at how to reprioritize that so that you aren’t just treading water. Even if it does mean you are earning slightly less money for the for the, you know, intervening few months it probably will, right, unless you manage to get some amazing client that’s, you know, gonna pay double whatever that might look like.

I said, yeah, how does that land with you?

Yeah. That’s good advice.

I I like the reframe and I think, yeah, I just need to go back to my why, really, like, why I’m doing it and just, yeah, reshuffle my time a bit.

Like, maybe yeah.

Yeah. Thank you. Yes. That’s okay. No. Thanks for the question. It’s a really good one.

Anything else from anyone?

Let’s check the chat.

I got a quick question. So that’s cool, Christie.

Yeah. Hi, Mike, by the way. Hello? Hey.

Yeah.

I know I’m just silently taking notes for, rather than actually being as disty, but I was just wondering, like, when you have these situations brief, you notice, like, a, something missing in your process Do you do you find any value in, like, building that into, like, a standard operating procedure and, like, that where you actually have, like, your things I can check off and physically say, I know what the steps are so you don’t have to, like, guess what?

Hundred percent. And even to some point automating some of those things, if they lend themselves, of course, to, to an automation, so taking that mental load and that, you know, responsibility off you and putting it on something else, it’s not gonna forget to actually do that task. But definitely, I think, you know, the more you know, the more you can build.

So SOPs are great, and particularly, too, if you someone who is in a phase of wanting to grow their business through hiring staff or outsourcing various things, SOPs are definitely where it’s at.

Do you have an example of where automating worked for you?

So yeah. So in my onboarding process, So I found, I think, as probably most of us do that after doing, you know, a certain number of launch projects, there were a certain number of things that I just to do manually every time.

So in reflecting on what was working and what wasn’t, and this wasn’t necessarily a case of failure. Right? Is still working, but I do always like to reflect on what’s working, what’s not, and what could be better. I realized that I could free up hours of my time if I simply had some standard emails, you know, after people sign their proposal, talking about next steps, ask them to book in their kickoff call, getting them a shared Google Drive folder to drop in, information about their audience, that kind, that kind of thing. So for me, that was probably the best, use of automation in terms of saving my time and also a bit of my sanity too, so I had more brain space for the more interesting tasks.

Awesome. Thanks.

No worries.

Any other questions?

Doesn’t have to be about failure, if that’s a scary topic for with the time of day.

I do have one, but I’ll wait to see if anyone wants to jump him first because I’ve already had a go.

Yeah. Sure.

Oh, thanks Hannah. No worries. And Hannah, of course, if you you’re more comfortable, chatting in, you know, slack in future, just let me know as well. I know sometimes these things can percolate. And then when you’re in a situation, we’re like, I need help. Just just reach out and let me know.

Yeah. That might happen. I don’t have any questions right now, but I’m like, yeah, very possible that, like, in two days time, we’ll be like, hey, wait. Have a question. So I’ll pop in.

Correct.

Abby, feel free to ask your question.

I mean, I have I have thoughts. I just don’t know which ones I wanna share or which ones I wanna talk about. So, if you shared in my It’ll invite me some time to clarify my thoughts unless her guys saw the Esther braces in here unless she wants to go. But yeah. Mine’s okay with you. I’m sorry.

Yours is on fine. Yeah. Maybe.

Go for it.

Okay. We’re gonna go for it.

No. Like, I just have my head is spinning with thoughts. And, Yeah. I’m not quite sure what to talk about. Oh, you still there, Abby? You’ve disappeared. Oh, there you are.

My internet’s gone funny. Right. Am I here? Yeah.

You are. You’re back. Yes.

It keeps flipping out today. Yeah. So, like, a big question really.

So I I want to grow my email list this year.

So at the moment, I have a webinar final which goes straight into my course. I’m running ads to it. And that’s fine, but obviously, like, webinar leads are a bit more expensive, and it’s just for the course. And then I’ve also got my book up for pre order.

But I don’t know whether to just get up like a lead magnet, like a a checklist type thing where it’s gonna be like a dollar a lead and I can get like thousands.

Well, not to bother because I know Joe says don’t even bother with, like, freebies anymore. But then I get, like, mixed advice. And I’m just like, I would love to have, like, a big number on my email list, but am I better off just building it slowly through, like, webinars and pay stuff. And I’m, like, trying to get some more perspectives early so I can make a decision.

Yeah. Sure. My advice for list building is always quality over quantity.

There is no point paying for a bunch of subscribers through unaligned or a good fit for what you sell.

It’s just dead weight. I have a tiny list, but I think I started making six figures from my list when it was still like seven hundred seven hundred and something people.

So coaching programs and courses.

So I’ll fix that.

Mainly through so I have a couple of group programs. So mainly through that, but also through some launch copy projects too.

So yes. So So just, you know, just to the good example of the fact that, like, my list has been a really slow thing to build and to grow, but my focus has always been on quality and alignment and fit for offers, and I do just one hundred percent think that’s a much better approach than trying to get those cheap leads, which I know is enticing because you’re like, oh, I could have a thousand new subscribers by the end of the quarter.

But, you know, if they’re not people who are ever gonna be in a position to buy what you sell, then there’s no point in having it becomes a vanity metric as opposed to something that’s actually going to serve your business.

That may not be the the perspective you’re looking for.

Oh, no. Yeah. I’m, like, I’m I I just wanna know what what you think it’s best. So would you say then focus on, like, yeah, like, quality content like webinars and the ebook just focus on using those things so that our qualified leads and they’re paying early on or committing to, like, time early on.

I’d say that. And I would say that other good sources of, list building would be things like maybe, I mean, podcasts, I feel like are prolific these days, but they can still be a good source of lead gen depending on, you know, what you’re talking about and who you’re talking about So whose audience are you accessing, and how relevant is what you do and what you share to those people? And I think those are good questions to think about for other things like perhaps doing paid workshops in or even free workshops inside of other people’s paid programs. That can be a really great way to access qualified leads and to get them onto your list as long as you have some sort of incentive for them to hand over their email address, which in some cases for a workshop can just be, hey, if you want the slides, head over to this link, you know, it’s so easy and low effort for you, but often works really well.

Yeah, so those sorts of I would suggest as well. So, because it sounds like you do have, like, having the webinar funnel set up, it’s great, having the preorder for your book, probably also a good option for people who are more likely to be buying your one to one services. Is that right?

Or are they still more a good fit for your Yeah.

Like, one to one, and that’s it’s just authority building or just doing what choice.

I love that.

Yes. So I think, you know, all I’d also encourage you to think about, because you’ve got things there to meet people. I’d also encourage you to think about what places and spaces can you go to meet people and then bring them back into your world I’ve always found that to be a really fruitful, way to get qualified leads, onto my list. So, yeah, if that makes sense.

Yeah. Cool. Okay. So quality, I’ve gone upstairs, the the take what I’m taking away from that.

Yeah. A hundred percent.

Can I bounce off on Abby’s question? No. Sure. She mentioned, like, while you were talking, you mentioned that you you know, you solve your, courses and memberships for your list. Do you find yourself also actually getting a paying clients for your launch copy?

Through the list as well? Or is that just for, like, other copywriters to join your membership and things like that?

So I would say my list mainly serves my group programs and digital products, but I do also get some one to one launch clients coming through that as well.

But interestingly for me, a lot of those people sorry. Am I asking the right question? You’re asking about whether I Yeah.

Yeah. Yeah. Yeah. Yeah. Okay.

I just wanted to make sure. So interestingly, a lot of my one to one clients these days, because at the moment I’ve got two small kids. I’ve got and a half year old and three month old. So my work is half day rates.

I don’t do any big projects at the moment just because I don’t have the reliability of my time. So the clients who typically buy those are ones who will be in group programs that I do a paid workshop inside of, that are related to launching or product development, or even things like pricing your offers, for example. So people who are in programs that are learning about those things, once they go ahead and do the thing in program, they often want someone to then go and write their copy or do their launch strategy for them. So it’s interesting to me that that’s where a lot of my the moment are actually coming from because back in the day, when I was doing those big, like, you know, month or two month long launch projects, a lot of those clients are actually coming from word-of-mouth referrals.

So I think it can depend a little bit on what you’re selling and who your ideal prospect is for those things.

But yeah, I would say that I definitely do get some one to one clients and for coaching as well absolutely through my email list, but I would say it’s mainly geared towards selling my programs and my digital products.

So right when you are building in a from the start, are you going to get more to those to that audience?

Ah, so here’s another good example of a fail. So, the first ever lead magnet I had was a free five day email based course on how to write humorous copy because I started off as writing email copy that was, quite humorous. My website, I had like a hug dog in a banana costume, and that was my whole theme. So I’ve I mean, my business has evolved quite a lot since then.

The lead magnet, people absolutely loved it, but of course, it didn’t actually resonate with people who wanted to outsource their copy. It resonated with people who wanted to learn how to write this kind of copy. Which ended up being copywriters, fellow copywriters. So I had this highly engaged list of people who I couldn’t sell to because none of my offers were for copywriters, but I that is part of what spurred me on to develop Brain Camp, which is my small group copywriting program because I was like, look, I’ve got this really engaged, like, audience who is really wanting to learn from me, but I currently have nothing to sell them.

So what if I then create the product to match the list that I’ve built. So I definitely and that worked really well. I sold out that first round of Brandcamp really quickly with that list and no other, you know, advertising or anything, but, so I mean, that taught me pretty quickly that that was the wrong lead magnet if I did want to attract potential launch copy clients onto my list. So I changed that up pretty quickly.

So I learned by mistake.

Yeah. The reason I’m asking is because I feel like it’s it, on my list, I mainly also have seller providers and other copywriters, not because I wanted to actually attract them. I just find that that’s just what happens at one point. But people, other copywriters, check out your site, or they check you out, and they they wanna, you know, they wanna hear from you, they wanna see how you’re doing things.

So my list is kinda fill out some of the obvious people, and I’m not And I am selling one or too many products. That’s not my main focus right now. Like, I wanna talk to my audience, which is e commerce, brands. I just find it much harder to get these kind of people on my list.

They’re not as we copy people. We marketing people are a lot more I was gonna sign up to a lot more list than, you know, somebody who’s not into this actually, you know, who’s not into, like, signing up to hear from all these people. So I found I found I find that, like, shift hard. I find getting with people on the list, the right audience, on my list, hard.

So I’m wondering if maybe I’m just going the wrong way. Maybe I shouldn’t be trying to get on my list. I should be just trying to attract them via different ways instead of using the list for that.

Yeah. Definitely. So I think there are there are two ways in. You can definitely keep your list building knowing that it’s copywriters and marketers who are on there.

As long as you have something to sell them, I don’t think that’s a problem. But I think And I guess the other question for you too is are you finding that you need a different way to nurture the prospects for your one to one services and is that way email. Because if you have a system that works and if that is just word-of-mouth referrals that are coming to you or people are approaching you after maybe a LinkedIn post taken. I book a time to chat with you about this, and that’s working for you, then I don’t think you need to worry about trying to find a way to bring them onto your email list.

You can have different assets serving different streams in your business.

And I think to have and maintain an email list that does, talk to both audiences, like it does take some segmentation and tagging and, you know, some real mindfulness about what conversation you’re having with which segment of people.

I would also say too, and I think this was true for me in the earlier days.

So much of my promotional activity for my business was happening in circles of other copywriters So I was really lucky that I was part of Robin Keira’s, I think take their mastermind early on, and they really were so generous in how they promoted me to their circles and their people, so after a few months, it became obvious that all the opportunities where I was really extending my reach were in rooms of other copywriters and marketers. So I’m just sharing that in case that’s also something that may be a bit of a challenge for you, like how do you get opportunities in the realms and in the worlds in which your clients operate rather than, you know, your competitors or your companions kind of thing. So maybe that’s also something to think through too. Did anything there resonate or anything? Yeah. No.

It makes a lot of sense.

It was just like confirming why I was thinking that Get start the right place, necessary to look and nurture them there.

Should be nurturing them elsewhere.

Yes. Perfect.

Thank you.

My pleasure.

Anyone else in Caroline, have you anything anything that’s top related for you? No pressure. If it doesn’t, that’s all.

Oh, I know I I do wanna talk and I I feel like this is the right time to talk about this. I’ve been hesitating because I’m sort of freaking out that this is recorded.

I yeah. That’s one. And also part of me wonders, do I just therapy?

So I’m wondering if it’s bigger than the session, but Mhmm. I guess I don’t know how much how much time you have.

Oh, I I’m I can stay for another fifteen or so minutes. Sorry, because I was late, so I’m very happy to go over time.

Okay.

I mean, we could workshop through a recent fail, which I have not.

Carved out the space to think through.

Partly because I’ve been busy. Like, I was playing catch up from being so, like, I was really sucked into this project and I really let everything else go. So I was playing catch up, but then also it was kinda scary and far to think about.

The learnings and, what went wrong.

So if we could, I mean, we could workshop that. Okay.

I would love to. If you’re comfortable, let’s go.

Okay. Sure.

So I’m not gonna grab a lot of answers. I think you’re gonna have to ask me a lot of questions.

But, basically, what happened, and just a really quick background, I’m pretty new to copywriting. I mean, I’ve been in it for two years. I’ve been learning it for two years. But I haven’t had a lot of opportunity to practice it partly because I have a web design business. So, you know, the work It’s hard to say no to clients who are willing to pay. So, like, you know, I I get, you know, requests to for web projects, and that takes time away from me growing my copywriting business.

And, I joined CSP because I like, okay. I really need, I need this push. I thought CSP would be this push to help me transition into copywriting and really take that next leap forward.

So really soon into CSP, I got, I was connected with, a SaaS someone of a SaaS company, and it that’s that’s an area that’s a space that I’ve been wanting to go into. And it seemed so ideal.

You know, very they were like series series B. I think they just gotten series B. You know, they were small enough that they’re big enough if they had money, but they’re small enough that they didn’t have like a built out marketing departments that he really needed somebody.

And, she initially reached out to me for web support. But in our conversation, it became very clear that what she needed was copywriting support.

And she engaged me, for a for cop for, to rewrite her home. Actually, it started out with the platform page.

And then through further conversation, she wanted, she also we we felt like we also needed to rewrite the homepage. So I had two pages to write.

There were I mean, there were some inherent anyway, basically the short story is I did not I did not deliver a good product and I was late, which is very, very disappointing for me. And I have done some copywriting projects, but for small, like, small businesses, this is like This was gonna be my first, like, real big scales, project and it was for SaaS, which was the area, the space that I was trying to get into. Everything about it just felt ideal. And I was so excited and I was I had really high hopes that this would that I would knock this out of the park.

And I tend to, when I any project that I tackle, I do I try to go, Beve and Beyond. So, like, I had visions in knocking this out of Park. And then, you know, the client coming back for more, but it was, like, it was a total bomb.

And, basically, she was like, you know, just give me what you have because, at this point, I just need to turn it into the web designer, and, we don’t have time to go back and forth on this. So I just couldn’t nail what she was looking for. Mhmm. One of the one of the things that became very clear towards the end in post project, and this is something that I allowed myself to think about is, She was not the ideal conversion copywriting client because what she needed wasn’t really conversion copy. It was really to present facts on the page in a certain way that she had, like, she had she had a vision of what it should accomplish, and that was, because towards the end, I felt like I let me back up a little bit. So my first draft, I followed Joe’s method method, and it was conversion focus.

But she said it’s too fluffy.

These are, machine learning engineers. They’re not, you know, anything that Sounds like marketing is gonna be a put off. So I went back to the drawing board, and we went through several iterations, several, we had several conversations. And by the end of it, I didn’t even know what I was supposed to be doing. Like, I felt like all I was trying to do was read her mind. I was trying to figure out what would make her happy.

And, yeah, so post project as I was thinking about it, I realized it’s a case she didn’t really need a conversion copy writer. She just needed, I don’t know, like a technical writer or something something who something that I was ensuring for.

And so that did help me feel better about the failure because I realized Maybe I didn’t maybe it wasn’t my lack of ability, but it was we were just mismatched on expectations.

You know, I thought she’s expecting one thing that really she wanted something else.

So That’s Yeah.

No. That’s the context.

Oh, so I forgot so far.

So that’s okay. So that’s a great, summary what went wrong, and it sounds like you have come to the conclusion that the problem was that you’re a mismatch, in terms of, you know, what what you offer and also what she wanted So if you did go into the prompts, if you did have your time again, what would you do differently?

I would do I would have in our initial conversation, I would, have a better explanation for what I do. Mhmm.

And yeah. And just That would be it.

Mhmm. Yep.

So you’ve had a more open conversation about Right.

And then it’s not and maybe do a better job of figuring out what it is that yeah. Just bedding, like, better bedding. Mhmm. And also I’m in the process of rewriting my website, so I would have to have some sort of copy on my website that talks about what I do And part of it part of the challenge is I haven’t had a lot of these conversations and so they don’t roll off my tongue. I heard, you know, earlier in the call or earlier in this meeting, Abby was saying something like, you know, she needs to develop the muscle of talking about what she does, and I feel like that’s where I am. I just need repetition and to get confident.

Absolutely. And I think it can be really hard to put it into like a few short sentences, like, when you first start doing a thing. Right? It’s like, god, how do I distill this into something that’s gonna be really clear and concise?

And just, yeah, like you say, like build that muscle about talking about what you do. So it’s it’s normal, I think, that this is feeling challenging just just to reassure you.

Thanks.

Okay. So it sounds like if you had your time again, you would be entering that discovery or sales conversation a bit differently. You’d be doing a bit more vetting. You’d also be presenting yourself and your services.

Perhaps a bit differently or with a bit more clarity, around how you work and why. I think the why is always important too with conversion copywriting because I think from experience, even when you get clients who are a good fit and who are bought into the idea of conversion copywriting, you will still often get feedback or pushback from them about, for example, like what you said, this is too fluffy, for example. So being able and ready to justify why you have things on the page where you do or why you’ve made certain decisions, I think is also a really important part of the process. So,

And, you know, it sounds like in this case, certainly, as you’re saying, some some more refined vetting of this prospect would have really helped and possibly led you to the decision point earlier on that, Hey, we’re actually not a match, so we’re not going to work together, but I can refer you maybe to x, y, and z, but I also think it’s probably good for you to keep in mind that you could have that betting conversation feel like you’re a match and still find yourself in a situation where you’re getting similar kinds of pushback so being ready and able to articulate your reasoning, your decision making process, I think it’s something that’s gonna really, really help you.

In those moments, and of course, at the end of the day, it’s the client’s decision as to whether they take something as you write it or whether they still strongly requested change, but I think when that happens, if you feel as though you’ve done your part and you have stood up for what you know, I think that does make things easier as well.

Yeah.

I didn’t have, I don’t I didn’t have the experience to pushback.

I didn’t have experience which would give me the confidence to push back. They don’t have anything. I don’t have a lot of proof, that what I do, that my output or my deliverables are good. I mean, I like what I see on my client, you know, the smaller is that I did work with. I mean, I’m I like what I see there.

But they also don’t have a lot of traffic. And so they, I don’t get to see the numbers. Like, I don’t see a lot of, like, did it really make an impact hard to know. Like, it’s hard to measure conversion on websites that don’t have a lot of traffic.

I just don’t have a lot of proof in my oh, gosh.

I feel emotional.

I don’t really have proof that what I do is good.

External proof, objective proof that the quality of my work is good.

And I it’s sort of this. It’s suspicious circle.

Because I am somebody who needs to feel confident before I put myself out there.

I tend to down, you know, down downplay my abilities or down or undersell myself.

Short. What is the word? Under song? George.

Yeah. It’s all my social work.

And that’s just something that I’ve struggled with all my life.

So yeah. So anyways, I’m in this loop where I failed.

But I don’t know how to recover.

Because I need to find more opportunities Mhmm. But it’s hard to put myself out there when I don’t feel confident.

So, yes, why I feel like any therapy.

Yeah. And look, love, honestly, I I always think therapy is a great idea, but obviously I’m an I’m an next therapist. So, of course, I’m gonna say but honestly, if this is a pervasive feeling across all areas of your life, not just in business, and I think therapy would be wonderful.

But of course, you know, we can work together on how this is impacting your business and your ability to show up and to, to land projects and to, you know, put yourself out there and actually, you know, you get this business off to a really good start.

So I think I mean, one thing I don’t think we have time to work on here today, but one thing I’d love to, work on with you, inside of Slack, if you’re up for it or at the end of future workshops as well, is, sort of tipping the balance a little bit because I feel like at the moment it sounds as though you’re putting or your eggs in the basket of having external proof to validate your work and your worth in the business.

I’m not saying that’s not important because, of course, you know, it becomes easier to stand confidently behind what you do when you can point at things and say, look, I increase conversions for this by x amount, whatever that might be.

But I think as well there is a part of that that needs come from you internally, a self belief in what you do, because as well, let’s be honest, let’s look at what you’ve already done. You know, you’re already in Cobiscope professional, you’re learning from the best people, you have the means here to even if you wanted to share copy for review and get some really constructive feedback about what looks like it’s working to all of us, what looks like it could be improved, and that could help also build that muscle of self belief that you can then take out into the world when you talk to prospective clients, and you get them, now knowing what you know about how this project pans out.

So I would love to with your permission work with you on that, as we can you need to move forward in the program? Would that be something you’d be open to?

Sure. I would love to. Yeah, that’d be great.

Okay. Well, let’s keep this conversation going. If Slack feels too public, then we can, I think, Oh, sorry? My children are going off. I might have to go, if we can, keep having conversations like this at the end of our workshops, because this might also be a nicer way to work through it. But, Yeah.

Let’s do that. And let’s also I think there’s more to workshop through too, on that recent failure with that client because I feel like we haven’t got to the last few questions there about what do you now know that you didn’t before and also how does this bring you closer to the business or the person you wanna be?

So if you’re comfortable to share your responses or reflections to those two questions in Slack, then we can kick things off from there.

Does that sound okay? Sound like a plan?

We’ll have to carve out some time to do that.

Yep. Yep. No. I understand.

Thank you so much for sharing Caroline. And I know that that took some vulnerability. So thank you very much. And yes, I’m very keen to keep working on this with you. Yeah, expect me to follow-up.

Appreciate it.

Alright, guys. Well, thanks so much for coming. Thanks for your time. And, yeah, I’ll see you in Slack Bye.

Transcript

Alright. So as you know, today’s workshop is all about reframing failure.

So over the next twenty minutes of content, and then of course, with all the time for questions, so we can speak about this stuff or anything else related to business or copywriting, you can expect a quick rundown of a fixed versus growth mindset plus this group on why the ladder allows you to pursue failure rather than try and avoid it at all costs.

Behind the scenes look at a couple of my biggest business related failures to date, plus how I use them as tools for growth.

And a neat little quint tablet reflective practice prompts to help you transform your next fails into fuel for next moves, and those prompts are what is in your worksheet.

So don’t feel like you have to madly scribble down, sponsors to those as we work through the workshop, that is a worksheet for you to keep and to use, as you go on, in your business and do really cool things. And inevitably fall short and make mistakes. So, keep that in your back pocket for future, future times.

So just to kick things off today, I would love to try and get my head around, where each of you sits on the scale of having a fixed or a growth mindset. So I’ve got three statements here, and as I read each one out, I would love it if, you could either write agree or degree, in the chat box.

So first one, you can learn new things, but you can’t really change your basic level of ability.

Agree or disagree with that one.

Just pop it in here we go. Disagree.

Caroline not sure disagree.

Caroline, what’s making that one tricky to answer?

I don’t know. I guess, it feels a little bit like a trick question to me because I guess if I’m learning new things, I I guess I don’t really understand the question very well.

Yeah. Sure. So I’ll I’ll try and I’ll try and reframe it. So, So obviously everyone can learn new things, but do you feel as though there is a limit to how much that can improve your ability based on you know, the skills and talents you’re born with. Does that reframe help or may not?

Yeah. I mean, I just said disagree. Disagree. Yep. Okay. Okay.

Alright.

Next statement. I like my work best when I can do it really well without any or many hiccups.

Agree or disagree for putting the chat and I’ll have a squeeze it where you’re all falling.

Alright. Carolyn, Arie, Abby agree.

Okay.

And last one here, when I work card, it makes me feel like I’m not very smart.

Agree or disagree.

Disagree for Hannah, mostly agree for Carolyn. Disagree for Abby. Alright. Thanks guys.

So to give us a little bit of color in context, For all of these statements, if your response was agree, that indicates a more fixed mindset If your statement was disagree, that indicates a more growth mindset, now my alarm’s going off. Great.

But of course, like all things, it’s a spectrum. So it’s not as though, you know, you’re gonna just have like a fixed mindset and that’s gonna boot, like, you know, your your whole thing, you’re going to be somewhere on the spectrum of, you know, being quite fixed to being, quite growth focused. So this is just to give you a sense and a little bit of inside into sort of where you might sit and also, you know, which pieces of the puzzle may be ones for you to work on.

To dig into this stuff a little bit deeper, people who believe their success is based on innate ability, have a fixed mindset, whereas people who believe their success is based on hard work, learning, training, and doggedness, which, by the way, I just think is such a great trade. Have a growth mindset.

And if you want to dive much deeper into this, Carol Duek is the expert and the brainchild of all of this She’s been publishing studies and papers on this since the late eighties, but her TED Talk is a really great place to start.

But if we look at how these mindsets can actually, work in terms of, you, specifically, your business this is actually a really great infographic. It’s quite tiny here, but I’ll read it out for you. And of course, you’ll have these, slides to look too. So you can obviously zoom in, at a later date, but basically a fixed mindset, has the belief that intelligence or ability is quite static, which leads to a desire to look smart and therefore, a tendency to avoid challenges, give up easily with obstacles, see effort as fruitless, ignore useful negative feedback, and feel threatened by the success of others. So as a result, people may plateau early and achieve less than their full potential.

And you can imagine how this would play out in a business context, right? Because often the opportunities beget, can be really scary. They can require us to take a leap of faith or a leap of learning So if you’re someone who has a fixed mindset, you are probably more likely to say, look, that’s not really for me. Like, I just don’t have that skill all that knowledge or that ability yet, and you’re probably going to turn that down, for fear or falling short and looking like a fool. On the other hand, if you’re someone who has or is able to cultivate a growth mindset, that’s, yeah, is based on the belief that intelligence or ability can be developed So it leads to a desire to learn and therefore a tendency to embrace challenge, persist in the face of setbacks, see effort as the path, to mastery, learn from criticism and find lessons and inspiration in the success of others.

And as a result, if you have a growth mindset or able to cultivate one, you’ll often reach higher levels of achievement and success.

So, obviously, when we look at failure in this context, you know, it’s a really great thing to aim for because of what it indicates about what’s going on inside of your brain and how you approach opportunities, and tasks in front of you.

So to summarize that infographic fixed mindset less sticking with what you already know in an effort to never look dumb or feel not enough, which of course I think is think that we all worry about from time to time, but if that is your approach all the time to every opportunity, that leads to a flat lining of expertise and success.

On the other hand, a growth growth mindset leads to taking on more challenges and learning from them, which leads to increased expertise performance and success.

So obviously, I think the, but, you know, a huge part of what is important about growing your business and growing in your journey as a copywriter or whatever kind of niche that you are working in here is that you’re constantly working towards having a growth mindset and like I said, you know, it is a continuum or it is a spectrum, so I’m not expecting that you’re gonna come out of this workshop today and all of a sudden be like, woohoo. I have a great mind like let’s go fail at all the things.

But I think it is something that with practice, actually becomes second nature. And again, if you wanted to dive deeper into that, Carol Duek has all sorts of research on the neuropsych and the neuroplasticity, behind cultivating these behaviors. So basically the more you do something, you know, the thicker and the faster that neural pathway comes, so it can literally become second nature to you, to approach failure in a certain way and use it as a learning experience and a tool for growth and refinement as opposed to, a cause for beating yourself up for being not good enough, smart enough, clever enough, experienced enough, whatever that may be.

So, like I just said, Fly is actually a really great thing to aim for because it’s sign that you’re one of those wonderful humans who’s always pushing for more, for different, for better, and that you’re someone who’s chasing growth instead of settling for what you already have. And of course, I think the fact that you’re all in CSP, you know, is a sign that you are someone who is doing this, right? Don’t think you join one of Joe’s programs if you are comfortable, sitting in the business that you already have. So you’re here because you want to stretch, you want to grow And, of course, failing and falling short is an inevitable part of that.

I think it’s about how we respond to it, which is actually the key thing here because, of course, there is a huge difference between, you know, making a misstep or falling short and saying, I’m just not smart enough or I’m just not good enough, which is a dead end, and having that same, making that same mistake and saying, look, I’m just not quite there yet. Which is a path forward.

So as two examples from my own business, just to show you that failing happens all the time, and there is actually stuff that you can do with it, to help really inform the next step of your business and to help pull yourself and your business along to that next level of success.

Back in twenty twenty, which feels like a lifetime ago now. It’s pre COVID at the start of the year. Amy Posner and I, who you may know if you have through ten X freelancer, we partnered up together to launch an online coaching program, which I mean, I can’t overstate what a huge opportunity that worked particularly for me because I was relatively unknown Amy felt like such a big deal in the copywriter space. She wanted to partner with me, so I was just beside myself with excitement.

I’m also a launch copywriter.

So of course, you know, for me partnering with her and launching this program felt like I should be playing in my safe space or my space of expertise.

We launched. It absolutely flopped. We only sold two spots.

It was awful.

We had to come together basically with our tails between our legs, and we had to pick apart what went wrong with the launch itself because we did really believe in the offer that we’d put together, but we knew we and mainly me because again launching is my jam, had made some serious mistakes, in the launch strategy.

I mean, I can talk about this in whatever kind of depth you’d like, but we, had done it without building a specific launch list we’d done it with very little lead time. We’d reached out to people one to one to invite them in, to people had said yes straight away. But the rest had sort of said, oh, you know, I don’t know about the program, I don’t know, you know, what’s gonna be in here, how much information, you know, can I get? So we’d sort of build a sales page, like, hurriedly in reverse. Nothing was done with strategic foresight, basically.

So Amy and I had the choice there and then whether we just kind of keep it quiet and shut the program down and refund those two people, or whether we actually try again, give it a proper launch and see how we go, and we we chose the latter path. So as embarrassing as it was, you know, for both of us, I think Amy too, we publicly acknowledged, that our land launch had fallen well short that we’d only filled two spots, and let our audiences know that we were gonna do it again and do it again properly. And we built a proper launch funnel with a webinar.

We had a proper sales page, a checkout system, launch emails, all of things, and we actually went on and we sold that program out the second time we launched.

But as you can imagine, huge fail, huge feelings of disappointment and just like cringing in the moment.

And I think it’s important to note too that having that growth mind it doesn’t mean that you shouldn’t or can’t experience those emotions around being disappointed, etcetera. It just means that that’s not the end of the experience that, you know, you don’t, you know, go tuck your tuck yourself away with a big bucket of ice cream and feel bad and shut down that avenue, but that you may feel those feelings, but then think, okay, cool. What am I gonna do now? Because I was reaching there for something that’s actually really important for me. It’s something that I was really excited about for my business.

As a different example, this is back. Looking at dates when I found this screenshot back in twenty eighteen, I took on a client that was referred to me by one of my mentors, because she was a referral from one of my mentors, I didn’t do my usual level of screening for red flags. I even ignored red flags. You can see in this email here, so she sent me this after, our discovery call and like this middle paragraph here, the price for the web copy is a little high based on the rates I’ve been seeing, so I’m wondering if you can come down a bit. Because it’s a brand new business without an income for a few months to come.

So I did actually reply to this with, saying I can’t reduce the cost, but I can reduce the scope, which is always what I suggest if you are in the situation with a client. But, I mean, for me, looking back now, I’m like, god, it’s a glaring red flag that was a brand new business, and she was coming to me looking for website copy and launch copy in the scope of time that she was looking for.

I did take on this project, even though I had a reduced scope, it was not a successful project, for me or for the client and it was the first time that I had actually, not been able to deliver really clear ROI for a client, which of course felt awful.

But what this made me do is when I sat back and looked at what went wrong, I was like, look, the problem was that my assessment of whether this client and this project was a good fit and was a good investment for for the client and a good opportunity for me to build my reputation and results I didn’t do that correctly.

So this resulted in me completely tightening up my, sales process making sure I asked all the right questions to understand whether a client was well positioned with the assets that they needed to make a project to success as long as they had from me the good copy and strategy.

So a different example of a different kind of fail but also a really good example, I think, of how I took that and actually made into something useful for the future, because that meant that all my clients from then on were much, more appropriately vetted, and therefore the projects that I worked on were much more successful.

So as I’ve spoken through those examples, I think the thing that’s really key to to point out here is the place of reflective practice in this whole game of actually turning those fails and those missteps and those falling shorts into really good insights or what comes next.

So if you haven’t heard reflective practice before, it’s something that is, really built into your job in the world of therapy. And for those who don’t know, my background is as a therapist, but it’s about carving out space and time to pinpoint what’s working, what’s not, and what possible so that you can make sure every iteration of your business is more informed than the last. So this is where those questions in your worksheet, come in. They are reflective practice questions designed to help you get better insight and also identify, an action from whatever next fail you might have in your business. So these are all in the worksheet, but the questions are what went wrong, because sometimes you’ll find that it’s easy to get a lot more clarity about the cause of the actual problem when you sit down and write it down.

What would you do differently if you had your time again? This question basically allows you to theoretically apply hindsight to the situation, which is a lot of we’re a lot of the great insights come from.

What have you gained from this experience? So maybe that’s about having a new piece of knowledge, about your work, or about yourself, or about your systems, whatever that might look like.

And in what way does this bring you close to the business you want and or the business owner you want to be?

I also think that is a really important thing to think about whenever we do have these situations in our business because it reminds us that we are using all of our experiences good and bad to grow ourselves in our business into something that we’re really proud of and really excited about. So by being able to see this all on paper, it can honestly make the world of difference in terms of how you feel about and also what you do with every fail that you come across.

So those prompts are there for you to use at will.

And I’m gonna open up for questions now. But before I do, I have one last question for you guys, and I’m not gonna make you answer right now, but I would love to hear back from you, maybe in Slack or maybe at the end of this hour, give you some time to think about it, but I would love you to identify one goal that you’re willing or maybe even excited to shoot for this quarter even though you might miss the mark.

Because I think a huge part of this being in that growth mindset and working more towards being in that growth mindset, is been willing to set quite audacious goals, knowing that even if you don’t get the exact outcome you want, you’re gonna gain a whole lot from trying and from learning from that experience.

Alright. So questions from you guys, and you can ask about anything in relation to failing and this process, or anything in relation to business, or copywriting at large. So I’m an open book, so please don’t be shy.

Yeah.

I have a question related to failure.

So I get how to like reframe if it’s kind of like you’ve gone for something and you failed and it’s like, okay. What did I learn? But how did you kind of break it when you failed out of, like, your own laziness or confidence. Like, if you say yourself a goal and, like, break I mean, like with your launch, it’s kinda like, Like, you skipped doing the law. Like, you didn’t do the strategy. No. So it’s kind of like, how do you reframe that when it’s, like, because I, like, I I’ll set myself, like, goals, and then it’s like, I just don’t do them because I’m lazy.

And it’s like, Yeah.

I see what you mean. So I can talk a bit about the launch more and then let’s let’s move into some of some of your fails too because I would love to hear, like, so we can try and workshop one of those that you have sort of an idea of what that can look like, because I I understand the question. It’s quite a different thing, I think, to fail out of inaction than it is to fail out of doing something and getting it wrong. Is that sort of the Yeah.

In my accountability group, like, every week, we we share failures because it’s meant to be, like, you know, all empowering and stuff. And I’m like, how would it like, I recognize all my failures are just like, oh, yeah. No. I didn’t do it. Like, rather than actually going for it and then failing. Is. Yeah.

It’s in a Yeah.

Got you.

Cool. Well, let me I’ll show you. Hang on. I’ll share my screen again. Where’s the button? Here we go.

And to show you just to give you some more context on this, can you guys see an Instagram post? Hopefully, you can.

So, like, we really owned up to how we found here through our laziness. Like, we thought we’d fill it by invitations we sent out late before Christmas, people we’re already working with and got so caught up in the excitement of that that we didn’t build any sort of funnel for legends like you. And as you no doubt, no funnels are insanely important, especially for new high ticket offers. Without one, people are left wondering why this by now and what the hell is in it for me. In a huge epic, uncomfortably metaphase, finally made a bunch mistakes, you’d never let anyone else make, and painfully proved a point about why we paid this off in the first place.

Winging your own stuff, it’s often hard to see what you’re missing until it’s too late an order to give up at least not yet, and then I mentioned that we’re gonna read you the launch and do it properly.

But I think he’s probably some of the juicy stuff for what you’re talking about but in the process, deliver a hopefully great learning opportunity about how to roll with the punches, how to launch well, and how to take something that’s not working and make it much, much better. We’re just keeping it real and giving it context to why you’ll start hearing me talk about the other, more effectively, in the coming weeks.

We actually got an insane amount of engagement and, like, you know, we love you guys for being so open and honest about this because it’s so relatable. So the relate ability factor, involved in making this really public admission was actually quite astounding.

So I think that but I’m also sorry. Before I go down that path any further, can you give me an example of, one of your fails in terms of the thing that you didn’t do? Like, what what what kind of things are we talking about here?

Just things like I don’t know, like, my daily non negotiables and not doing all of them every day.

And it’s kind of like, I think where I struggle with it, maybe appealing to, like, your therapist side here is because, like, graphic or, like, at the moment, everything’s like, so kind of speak of bashing with yourself, let yourself off the hook. So I’m getting all that messaging, but then it’s kind of like, So I’m like, oh, it’s okay. I didn’t do this today, but it’s not it’s not productive. Like, so it’s like, how do you balance, like, being kind to yourself? And, like, not give yourself a hard time with actually, like, no, I committed to doing this.

Yes. It’s such a good question. It sounds like you’re almost being too kind to yourself.

With some of these things. I love it. So I think that there is a difference between, having self compassion and being motivated. So, you know, I think you still need to have the motivation to follow things through because you can see how they’re actually going to serve your goals and serve you and serve your business and serve that great objective that you want to be on.

I think you can be motivated and therefore, shoot for bigger goals and be compassionate to yourself when you miss them, but I think the the not doing the thing is interesting And I am curious to know whether you have any insights into what’s driving that laziness or avoidance and, like, is it laziness, is it avoidance? Like, what are we actually talking about here? Do you do you have any gut feeling about that?

I think it’s a process. It just makes me so unmotivated and fucking honestly.

Yep. Wow.

But, yeah, it’s like, I’ve just so tired all the time. So it’s like, I I just don’t work as many hours as I wanted to. Like, I’m pretty honest. Yeah.

Yeah. No.

You tried to start, but No.

No. That’s I mean, that is really good insight. You don’t have the fuel in the tank to do those things, so it sounds as though you are perhaps letting go of those tasks that maybe don’t feel so important or aligned. Is that fair?

Yeah. It’s just like yeah. So I kind of, I guess, like, okay. So probably prioritizing client work over, like, writing my book, doing reaching out for opportunities and stuff.

Which, yeah, so I guess it part of addressing that failure would be, like, just think looking at what my priorities actually are and reminding myself as to grow my business.

Yes.

And I wonder if an exercise that could be helpful there, and and this will either like, you’ll be like, oh, yeah, that I can work with that, or you’ll be like, no, that sounds really weird. So let me know. But I wonder if part of that reflecting for that kind of thing could be, reflecting on how your lack of action on those things is failing your future self. Like, how is this failing Abby next year?

Because if Abby next year has been, you know, the intervening twelve months, just focusing on client work and hasn’t reached out for opportunities, hasn’t made any traction on, you know, even writing, you know, two chapters of her book what are the impacts of that? Because I think you’re in the situation where I think we’ve all been in it, right, where you do get so busy and so overwhelmed and, you know, health comes into the picture as well. Kids, maybe, you know, where you’re just sort of treading water, and you’re just doing the things that are in front of you, but you know, by prioritizing that client work and forgetting about the stuff for your own business, you are sort of effectively in a plateau.

So I I wonder if the reframe of how am I failing my future self could actually be helpful for you to uncover some new motivation, ignite a new fire up your ass.

Maybe even make some space. I’m not saying you need to find more time because I think it’s really valid that, you know, you’re feeling flat and you don’t have the energy and you don’t have the capacity.

But with the time and energy that you do have, I think maybe you need to look at how to reprioritize that so that you aren’t just treading water. Even if it does mean you are earning slightly less money for the for the, you know, intervening few months it probably will, right, unless you manage to get some amazing client that’s, you know, gonna pay double whatever that might look like.

I said, yeah, how does that land with you?

Yeah. That’s good advice.

I I like the reframe and I think, yeah, I just need to go back to my why, really, like, why I’m doing it and just, yeah, reshuffle my time a bit.

Like, maybe yeah.

Yeah. Thank you. Yes. That’s okay. No. Thanks for the question. It’s a really good one.

Anything else from anyone?

Let’s check the chat.

I got a quick question. So that’s cool, Christie.

Yeah. Hi, Mike, by the way. Hello? Hey.

Yeah.

I know I’m just silently taking notes for, rather than actually being as disty, but I was just wondering, like, when you have these situations brief, you notice, like, a, something missing in your process Do you do you find any value in, like, building that into, like, a standard operating procedure and, like, that where you actually have, like, your things I can check off and physically say, I know what the steps are so you don’t have to, like, guess what?

Hundred percent. And even to some point automating some of those things, if they lend themselves, of course, to, to an automation, so taking that mental load and that, you know, responsibility off you and putting it on something else, it’s not gonna forget to actually do that task. But definitely, I think, you know, the more you know, the more you can build.

So SOPs are great, and particularly, too, if you someone who is in a phase of wanting to grow their business through hiring staff or outsourcing various things, SOPs are definitely where it’s at.

Do you have an example of where automating worked for you?

So yeah. So in my onboarding process, So I found, I think, as probably most of us do that after doing, you know, a certain number of launch projects, there were a certain number of things that I just to do manually every time.

So in reflecting on what was working and what wasn’t, and this wasn’t necessarily a case of failure. Right? Is still working, but I do always like to reflect on what’s working, what’s not, and what could be better. I realized that I could free up hours of my time if I simply had some standard emails, you know, after people sign their proposal, talking about next steps, ask them to book in their kickoff call, getting them a shared Google Drive folder to drop in, information about their audience, that kind, that kind of thing. So for me, that was probably the best, use of automation in terms of saving my time and also a bit of my sanity too, so I had more brain space for the more interesting tasks.

Awesome. Thanks.

No worries.

Any other questions?

Doesn’t have to be about failure, if that’s a scary topic for with the time of day.

I do have one, but I’ll wait to see if anyone wants to jump him first because I’ve already had a go.

Yeah. Sure.

Oh, thanks Hannah. No worries. And Hannah, of course, if you you’re more comfortable, chatting in, you know, slack in future, just let me know as well. I know sometimes these things can percolate. And then when you’re in a situation, we’re like, I need help. Just just reach out and let me know.

Yeah. That might happen. I don’t have any questions right now, but I’m like, yeah, very possible that, like, in two days time, we’ll be like, hey, wait. Have a question. So I’ll pop in.

Correct.

Abby, feel free to ask your question.

I mean, I have I have thoughts. I just don’t know which ones I wanna share or which ones I wanna talk about. So, if you shared in my It’ll invite me some time to clarify my thoughts unless her guys saw the Esther braces in here unless she wants to go. But yeah. Mine’s okay with you. I’m sorry.

Yours is on fine. Yeah. Maybe.

Go for it.

Okay. We’re gonna go for it.

No. Like, I just have my head is spinning with thoughts. And, Yeah. I’m not quite sure what to talk about. Oh, you still there, Abby? You’ve disappeared. Oh, there you are.

My internet’s gone funny. Right. Am I here? Yeah.

You are. You’re back. Yes.

It keeps flipping out today. Yeah. So, like, a big question really.

So I I want to grow my email list this year.

So at the moment, I have a webinar final which goes straight into my course. I’m running ads to it. And that’s fine, but obviously, like, webinar leads are a bit more expensive, and it’s just for the course. And then I’ve also got my book up for pre order.

But I don’t know whether to just get up like a lead magnet, like a a checklist type thing where it’s gonna be like a dollar a lead and I can get like thousands.

Well, not to bother because I know Joe says don’t even bother with, like, freebies anymore. But then I get, like, mixed advice. And I’m just like, I would love to have, like, a big number on my email list, but am I better off just building it slowly through, like, webinars and pay stuff. And I’m, like, trying to get some more perspectives early so I can make a decision.

Yeah. Sure. My advice for list building is always quality over quantity.

There is no point paying for a bunch of subscribers through unaligned or a good fit for what you sell.

It’s just dead weight. I have a tiny list, but I think I started making six figures from my list when it was still like seven hundred seven hundred and something people.

So coaching programs and courses.

So I’ll fix that.

Mainly through so I have a couple of group programs. So mainly through that, but also through some launch copy projects too.

So yes. So So just, you know, just to the good example of the fact that, like, my list has been a really slow thing to build and to grow, but my focus has always been on quality and alignment and fit for offers, and I do just one hundred percent think that’s a much better approach than trying to get those cheap leads, which I know is enticing because you’re like, oh, I could have a thousand new subscribers by the end of the quarter.

But, you know, if they’re not people who are ever gonna be in a position to buy what you sell, then there’s no point in having it becomes a vanity metric as opposed to something that’s actually going to serve your business.

That may not be the the perspective you’re looking for.

Oh, no. Yeah. I’m, like, I’m I I just wanna know what what you think it’s best. So would you say then focus on, like, yeah, like, quality content like webinars and the ebook just focus on using those things so that our qualified leads and they’re paying early on or committing to, like, time early on.

I’d say that. And I would say that other good sources of, list building would be things like maybe, I mean, podcasts, I feel like are prolific these days, but they can still be a good source of lead gen depending on, you know, what you’re talking about and who you’re talking about So whose audience are you accessing, and how relevant is what you do and what you share to those people? And I think those are good questions to think about for other things like perhaps doing paid workshops in or even free workshops inside of other people’s paid programs. That can be a really great way to access qualified leads and to get them onto your list as long as you have some sort of incentive for them to hand over their email address, which in some cases for a workshop can just be, hey, if you want the slides, head over to this link, you know, it’s so easy and low effort for you, but often works really well.

Yeah, so those sorts of I would suggest as well. So, because it sounds like you do have, like, having the webinar funnel set up, it’s great, having the preorder for your book, probably also a good option for people who are more likely to be buying your one to one services. Is that right?

Or are they still more a good fit for your Yeah.

Like, one to one, and that’s it’s just authority building or just doing what choice.

I love that.

Yes. So I think, you know, all I’d also encourage you to think about, because you’ve got things there to meet people. I’d also encourage you to think about what places and spaces can you go to meet people and then bring them back into your world I’ve always found that to be a really fruitful, way to get qualified leads, onto my list. So, yeah, if that makes sense.

Yeah. Cool. Okay. So quality, I’ve gone upstairs, the the take what I’m taking away from that.

Yeah. A hundred percent.

Can I bounce off on Abby’s question? No. Sure. She mentioned, like, while you were talking, you mentioned that you you know, you solve your, courses and memberships for your list. Do you find yourself also actually getting a paying clients for your launch copy?

Through the list as well? Or is that just for, like, other copywriters to join your membership and things like that?

So I would say my list mainly serves my group programs and digital products, but I do also get some one to one launch clients coming through that as well.

But interestingly for me, a lot of those people sorry. Am I asking the right question? You’re asking about whether I Yeah.

Yeah. Yeah. Yeah. Yeah. Okay.

I just wanted to make sure. So interestingly, a lot of my one to one clients these days, because at the moment I’ve got two small kids. I’ve got and a half year old and three month old. So my work is half day rates.

I don’t do any big projects at the moment just because I don’t have the reliability of my time. So the clients who typically buy those are ones who will be in group programs that I do a paid workshop inside of, that are related to launching or product development, or even things like pricing your offers, for example. So people who are in programs that are learning about those things, once they go ahead and do the thing in program, they often want someone to then go and write their copy or do their launch strategy for them. So it’s interesting to me that that’s where a lot of my the moment are actually coming from because back in the day, when I was doing those big, like, you know, month or two month long launch projects, a lot of those clients are actually coming from word-of-mouth referrals.

So I think it can depend a little bit on what you’re selling and who your ideal prospect is for those things.

But yeah, I would say that I definitely do get some one to one clients and for coaching as well absolutely through my email list, but I would say it’s mainly geared towards selling my programs and my digital products.

So right when you are building in a from the start, are you going to get more to those to that audience?

Ah, so here’s another good example of a fail. So, the first ever lead magnet I had was a free five day email based course on how to write humorous copy because I started off as writing email copy that was, quite humorous. My website, I had like a hug dog in a banana costume, and that was my whole theme. So I’ve I mean, my business has evolved quite a lot since then.

The lead magnet, people absolutely loved it, but of course, it didn’t actually resonate with people who wanted to outsource their copy. It resonated with people who wanted to learn how to write this kind of copy. Which ended up being copywriters, fellow copywriters. So I had this highly engaged list of people who I couldn’t sell to because none of my offers were for copywriters, but I that is part of what spurred me on to develop Brain Camp, which is my small group copywriting program because I was like, look, I’ve got this really engaged, like, audience who is really wanting to learn from me, but I currently have nothing to sell them.

So what if I then create the product to match the list that I’ve built. So I definitely and that worked really well. I sold out that first round of Brandcamp really quickly with that list and no other, you know, advertising or anything, but, so I mean, that taught me pretty quickly that that was the wrong lead magnet if I did want to attract potential launch copy clients onto my list. So I changed that up pretty quickly.

So I learned by mistake.

Yeah. The reason I’m asking is because I feel like it’s it, on my list, I mainly also have seller providers and other copywriters, not because I wanted to actually attract them. I just find that that’s just what happens at one point. But people, other copywriters, check out your site, or they check you out, and they they wanna, you know, they wanna hear from you, they wanna see how you’re doing things.

So my list is kinda fill out some of the obvious people, and I’m not And I am selling one or too many products. That’s not my main focus right now. Like, I wanna talk to my audience, which is e commerce, brands. I just find it much harder to get these kind of people on my list.

They’re not as we copy people. We marketing people are a lot more I was gonna sign up to a lot more list than, you know, somebody who’s not into this actually, you know, who’s not into, like, signing up to hear from all these people. So I found I found I find that, like, shift hard. I find getting with people on the list, the right audience, on my list, hard.

So I’m wondering if maybe I’m just going the wrong way. Maybe I shouldn’t be trying to get on my list. I should be just trying to attract them via different ways instead of using the list for that.

Yeah. Definitely. So I think there are there are two ways in. You can definitely keep your list building knowing that it’s copywriters and marketers who are on there.

As long as you have something to sell them, I don’t think that’s a problem. But I think And I guess the other question for you too is are you finding that you need a different way to nurture the prospects for your one to one services and is that way email. Because if you have a system that works and if that is just word-of-mouth referrals that are coming to you or people are approaching you after maybe a LinkedIn post taken. I book a time to chat with you about this, and that’s working for you, then I don’t think you need to worry about trying to find a way to bring them onto your email list.

You can have different assets serving different streams in your business.

And I think to have and maintain an email list that does, talk to both audiences, like it does take some segmentation and tagging and, you know, some real mindfulness about what conversation you’re having with which segment of people.

I would also say too, and I think this was true for me in the earlier days.

So much of my promotional activity for my business was happening in circles of other copywriters So I was really lucky that I was part of Robin Keira’s, I think take their mastermind early on, and they really were so generous in how they promoted me to their circles and their people, so after a few months, it became obvious that all the opportunities where I was really extending my reach were in rooms of other copywriters and marketers. So I’m just sharing that in case that’s also something that may be a bit of a challenge for you, like how do you get opportunities in the realms and in the worlds in which your clients operate rather than, you know, your competitors or your companions kind of thing. So maybe that’s also something to think through too. Did anything there resonate or anything? Yeah. No.

It makes a lot of sense.

It was just like confirming why I was thinking that Get start the right place, necessary to look and nurture them there.

Should be nurturing them elsewhere.

Yes. Perfect.

Thank you.

My pleasure.

Anyone else in Caroline, have you anything anything that’s top related for you? No pressure. If it doesn’t, that’s all.

Oh, I know I I do wanna talk and I I feel like this is the right time to talk about this. I’ve been hesitating because I’m sort of freaking out that this is recorded.

I yeah. That’s one. And also part of me wonders, do I just therapy?

So I’m wondering if it’s bigger than the session, but Mhmm. I guess I don’t know how much how much time you have.

Oh, I I’m I can stay for another fifteen or so minutes. Sorry, because I was late, so I’m very happy to go over time.

Okay.

I mean, we could workshop through a recent fail, which I have not.

Carved out the space to think through.

Partly because I’ve been busy. Like, I was playing catch up from being so, like, I was really sucked into this project and I really let everything else go. So I was playing catch up, but then also it was kinda scary and far to think about.

The learnings and, what went wrong.

So if we could, I mean, we could workshop that. Okay.

I would love to. If you’re comfortable, let’s go.

Okay. Sure.

So I’m not gonna grab a lot of answers. I think you’re gonna have to ask me a lot of questions.

But, basically, what happened, and just a really quick background, I’m pretty new to copywriting. I mean, I’ve been in it for two years. I’ve been learning it for two years. But I haven’t had a lot of opportunity to practice it partly because I have a web design business. So, you know, the work It’s hard to say no to clients who are willing to pay. So, like, you know, I I get, you know, requests to for web projects, and that takes time away from me growing my copywriting business.

And, I joined CSP because I like, okay. I really need, I need this push. I thought CSP would be this push to help me transition into copywriting and really take that next leap forward.

So really soon into CSP, I got, I was connected with, a SaaS someone of a SaaS company, and it that’s that’s an area that’s a space that I’ve been wanting to go into. And it seemed so ideal.

You know, very they were like series series B. I think they just gotten series B. You know, they were small enough that they’re big enough if they had money, but they’re small enough that they didn’t have like a built out marketing departments that he really needed somebody.

And, she initially reached out to me for web support. But in our conversation, it became very clear that what she needed was copywriting support.

And she engaged me, for a for cop for, to rewrite her home. Actually, it started out with the platform page.

And then through further conversation, she wanted, she also we we felt like we also needed to rewrite the homepage. So I had two pages to write.

There were I mean, there were some inherent anyway, basically the short story is I did not I did not deliver a good product and I was late, which is very, very disappointing for me. And I have done some copywriting projects, but for small, like, small businesses, this is like This was gonna be my first, like, real big scales, project and it was for SaaS, which was the area, the space that I was trying to get into. Everything about it just felt ideal. And I was so excited and I was I had really high hopes that this would that I would knock this out of the park.

And I tend to, when I any project that I tackle, I do I try to go, Beve and Beyond. So, like, I had visions in knocking this out of Park. And then, you know, the client coming back for more, but it was, like, it was a total bomb.

And, basically, she was like, you know, just give me what you have because, at this point, I just need to turn it into the web designer, and, we don’t have time to go back and forth on this. So I just couldn’t nail what she was looking for. Mhmm. One of the one of the things that became very clear towards the end in post project, and this is something that I allowed myself to think about is, She was not the ideal conversion copywriting client because what she needed wasn’t really conversion copy. It was really to present facts on the page in a certain way that she had, like, she had she had a vision of what it should accomplish, and that was, because towards the end, I felt like I let me back up a little bit. So my first draft, I followed Joe’s method method, and it was conversion focus.

But she said it’s too fluffy.

These are, machine learning engineers. They’re not, you know, anything that Sounds like marketing is gonna be a put off. So I went back to the drawing board, and we went through several iterations, several, we had several conversations. And by the end of it, I didn’t even know what I was supposed to be doing. Like, I felt like all I was trying to do was read her mind. I was trying to figure out what would make her happy.

And, yeah, so post project as I was thinking about it, I realized it’s a case she didn’t really need a conversion copy writer. She just needed, I don’t know, like a technical writer or something something who something that I was ensuring for.

And so that did help me feel better about the failure because I realized Maybe I didn’t maybe it wasn’t my lack of ability, but it was we were just mismatched on expectations.

You know, I thought she’s expecting one thing that really she wanted something else.

So That’s Yeah.

No. That’s the context.

Oh, so I forgot so far.

So that’s okay. So that’s a great, summary what went wrong, and it sounds like you have come to the conclusion that the problem was that you’re a mismatch, in terms of, you know, what what you offer and also what she wanted So if you did go into the prompts, if you did have your time again, what would you do differently?

I would do I would have in our initial conversation, I would, have a better explanation for what I do. Mhmm.

And yeah. And just That would be it.

Mhmm. Yep.

So you’ve had a more open conversation about Right.

And then it’s not and maybe do a better job of figuring out what it is that yeah. Just bedding, like, better bedding. Mhmm. And also I’m in the process of rewriting my website, so I would have to have some sort of copy on my website that talks about what I do And part of it part of the challenge is I haven’t had a lot of these conversations and so they don’t roll off my tongue. I heard, you know, earlier in the call or earlier in this meeting, Abby was saying something like, you know, she needs to develop the muscle of talking about what she does, and I feel like that’s where I am. I just need repetition and to get confident.

Absolutely. And I think it can be really hard to put it into like a few short sentences, like, when you first start doing a thing. Right? It’s like, god, how do I distill this into something that’s gonna be really clear and concise?

And just, yeah, like you say, like build that muscle about talking about what you do. So it’s it’s normal, I think, that this is feeling challenging just just to reassure you.

Thanks.

Okay. So it sounds like if you had your time again, you would be entering that discovery or sales conversation a bit differently. You’d be doing a bit more vetting. You’d also be presenting yourself and your services.

Perhaps a bit differently or with a bit more clarity, around how you work and why. I think the why is always important too with conversion copywriting because I think from experience, even when you get clients who are a good fit and who are bought into the idea of conversion copywriting, you will still often get feedback or pushback from them about, for example, like what you said, this is too fluffy, for example. So being able and ready to justify why you have things on the page where you do or why you’ve made certain decisions, I think is also a really important part of the process. So,

And, you know, it sounds like in this case, certainly, as you’re saying, some some more refined vetting of this prospect would have really helped and possibly led you to the decision point earlier on that, Hey, we’re actually not a match, so we’re not going to work together, but I can refer you maybe to x, y, and z, but I also think it’s probably good for you to keep in mind that you could have that betting conversation feel like you’re a match and still find yourself in a situation where you’re getting similar kinds of pushback so being ready and able to articulate your reasoning, your decision making process, I think it’s something that’s gonna really, really help you.

In those moments, and of course, at the end of the day, it’s the client’s decision as to whether they take something as you write it or whether they still strongly requested change, but I think when that happens, if you feel as though you’ve done your part and you have stood up for what you know, I think that does make things easier as well.

Yeah.

I didn’t have, I don’t I didn’t have the experience to pushback.

I didn’t have experience which would give me the confidence to push back. They don’t have anything. I don’t have a lot of proof, that what I do, that my output or my deliverables are good. I mean, I like what I see on my client, you know, the smaller is that I did work with. I mean, I’m I like what I see there.

But they also don’t have a lot of traffic. And so they, I don’t get to see the numbers. Like, I don’t see a lot of, like, did it really make an impact hard to know. Like, it’s hard to measure conversion on websites that don’t have a lot of traffic.

I just don’t have a lot of proof in my oh, gosh.

I feel emotional.

I don’t really have proof that what I do is good.

External proof, objective proof that the quality of my work is good.

And I it’s sort of this. It’s suspicious circle.

Because I am somebody who needs to feel confident before I put myself out there.

I tend to down, you know, down downplay my abilities or down or undersell myself.

Short. What is the word? Under song? George.

Yeah. It’s all my social work.

And that’s just something that I’ve struggled with all my life.

So yeah. So anyways, I’m in this loop where I failed.

But I don’t know how to recover.

Because I need to find more opportunities Mhmm. But it’s hard to put myself out there when I don’t feel confident.

So, yes, why I feel like any therapy.

Yeah. And look, love, honestly, I I always think therapy is a great idea, but obviously I’m an I’m an next therapist. So, of course, I’m gonna say but honestly, if this is a pervasive feeling across all areas of your life, not just in business, and I think therapy would be wonderful.

But of course, you know, we can work together on how this is impacting your business and your ability to show up and to, to land projects and to, you know, put yourself out there and actually, you know, you get this business off to a really good start.

So I think I mean, one thing I don’t think we have time to work on here today, but one thing I’d love to, work on with you, inside of Slack, if you’re up for it or at the end of future workshops as well, is, sort of tipping the balance a little bit because I feel like at the moment it sounds as though you’re putting or your eggs in the basket of having external proof to validate your work and your worth in the business.

I’m not saying that’s not important because, of course, you know, it becomes easier to stand confidently behind what you do when you can point at things and say, look, I increase conversions for this by x amount, whatever that might be.

But I think as well there is a part of that that needs come from you internally, a self belief in what you do, because as well, let’s be honest, let’s look at what you’ve already done. You know, you’re already in Cobiscope professional, you’re learning from the best people, you have the means here to even if you wanted to share copy for review and get some really constructive feedback about what looks like it’s working to all of us, what looks like it could be improved, and that could help also build that muscle of self belief that you can then take out into the world when you talk to prospective clients, and you get them, now knowing what you know about how this project pans out.

So I would love to with your permission work with you on that, as we can you need to move forward in the program? Would that be something you’d be open to?

Sure. I would love to. Yeah, that’d be great.

Okay. Well, let’s keep this conversation going. If Slack feels too public, then we can, I think, Oh, sorry? My children are going off. I might have to go, if we can, keep having conversations like this at the end of our workshops, because this might also be a nicer way to work through it. But, Yeah.

Let’s do that. And let’s also I think there’s more to workshop through too, on that recent failure with that client because I feel like we haven’t got to the last few questions there about what do you now know that you didn’t before and also how does this bring you closer to the business or the person you wanna be?

So if you’re comfortable to share your responses or reflections to those two questions in Slack, then we can kick things off from there.

Does that sound okay? Sound like a plan?

We’ll have to carve out some time to do that.

Yep. Yep. No. I understand.

Thank you so much for sharing Caroline. And I know that that took some vulnerability. So thank you very much. And yes, I’m very keen to keep working on this with you. Yeah, expect me to follow-up.

Appreciate it.

Alright, guys. Well, thanks so much for coming. Thanks for your time. And, yeah, I’ll see you in Slack Bye.

Social Media for Creatives

Social Media for Creatives

Transcript

Here’s what we’re gonna cover really quick because this is a, you know, a fifteen to twenty minute training.

Key to a social media content plan that converts, the three kinds of posts you should be creating. I’m not a big fan of saying you should, but these are the three kinds of posts that I found work really, really well. And if you were to look at our at our Instagram or which is basically our our main platform, LinkedIn is just kind of a subsidiary at this point. You’d see examples of all three. And then the secret is stepping up the content creation hamster wheel because I do not spend a lot of time creating all of this content.

So here’s the strategy.

Every piece of content that goes on social has to have a goal.

So anytime I’m creating anything and this is true for anything. Right? This is true for your emails. This is true for your blog post.

Like, what’s the goal here? What are we trying to do? Is it to generate awareness for me? And I can show you the I can show you a snippet of the Google Doc that I use basically because yes.

I use Google Doc and I use Notion both, but I can show you what it looks like as well. Every piece of content I create has to meet a goal. Is it creating awareness? Is it nurturing this audience?

Or is it selling something?

Sometimes it may do all three, but it has to do at least one of those. Like, if it’s not kicking that goal off, there’s no point. I mean, I would probably then just put it on Facebook and call it a day, and that that’s my Facebook profile. So that is where you will find a lot of random content that basically I just post because I’m having fun or threads. Right now, it’s threads too. So but for your main lead gen sales social network, you need to every piece of content has to have a goal. The second is to accomplish those goals, the content you’re creating must either educate, and change, or engage.

So if it’s generating awareness, you may have, like, an educational carousel. I’m speaking about Instagram again, but it could be a LinkedIn post as well.

Or if it’s to nurture, it could be like a fun, you know, GIF based reel or a meme, and then it’s engaged.

So once you have the goal and the purpose of the content, then you can create those content buckets or themes or pillars or whatever is you know, whatever you wanna do, which is like, oh, I’m gonna be talking about sales pitch copywriting, or I’m gonna be talking about email marketing, or I’m gonna be talking about website design. And in website design, then I’m gonna be talking about, you know, these four things. So it just kinda depends, but the first most important thing you need to do is set your goals. These are what our goals are, like generate awareness, nurture audience, and sell. For you, your goals may be different, but or they may be the same. Point is you need to have a goal in mind or at least three in mind for social media to really do a good job of being a marketing department for you.

The truth is social media isn’t about posting more. It’s not about putting more content out. It’s about creating more presence.

That is what I realized. I realized, like, yeah. I mean, you could be you know, we were posting, like, five times a week, and that was great.

But our presence wasn’t bringing any results.

You know? We’re you know, we we were pretty much engaging with the same people, and those people were were super supportive, loved them for it, but they weren’t, you know, we weren’t signing up clients.

And that’s when I realized you need to be more intentional about what we want social to do for you.

For us as a business, it was very clear we wanted people to sign up for our programs and our services.

I don’t care if we go viral or not. I mean, I really don’t care about that. All I care is that our people consuming our content, visiting our site? Is it translating into visits to the site? Is it translating into people reaching out and saying, hey, I’d love to know more about your services? Is it translating into people asking about our programs, our coaching, our consulting?

So getting five times a week. Sometimes I’m posting two times a week. It just kind of depends on what’s on my plate at that moment.

With that, let’s talk about ABC. That’s our that’s the approach I’ve been going with over the last year.

A little over a year now.

First up, authority. So you wanna be intentional about creating content that builds your authority and your expertise. What do you wanna what do you want to be known for? This ties in with, you know, what you the work you’ve been doing here about, you know, figuring out your red thread, figuring out what you wanna be known for, all of those things. So what do you wanna be known for?

Create content around that, your spiky point of view. You know? If you’re posting twice a week, one post has to focus on your authority. Take your time with that.

The good news is, you know, putting that limitation on yourself actually creates a lot of freedom.

So when you sit down to create content, think about what how is this piece of content helping you to build the authority and expertise you need, the authority and the visibility you need to be seen as an expert.

Quick tip. Remember, social media is not your hub.

Social media is a spoke in your marketing wheel.

Your hub will either be the core piece of content you’re creating. It will be either the blog post, either a podcast, either your emails or video, whatever. Social media is not your hub.

Why is that? Because social media, quote unquote, is rented land.

Yes. It’s great, but it’s it could be taken away from you like that. Like, literally, every day, I hear people whose Instagram accounts have been shut down, whose YouTube accounts have been shut down as well. But point is, you know, so I would just create content exclusively for social media.

Every piece of content I create is pulled from a blog post or an email that I’ve sent out already because those that’s my marketing real estate.

You know? And, again, like I said, I’m not in the business of pre I’m not a social media manager. This is not my core job. I used to be a social media manager at some point, but this is right now, it’s not my core job.

My core job is to get people to sign up for our our programs and services.

So I’m going to be smart about using the content I’m already creating to build authority and adapt it for social.

So a, authority, b, is you wanna build buzz. Now building buzz is generally associated with when you’re launching something. Oh, you need to create buzz content. You know? However, it isn’t reserved for only that. You can use buzz content to nurture your audience. You can use buzz content to, again, get people excited about what you have to offer.

Alright? So things like testimonials, media appearances. You’ve been on a podcast, that’s creating buzz. Right? If you’re speaking at an event, that’s creating buzz. If you’re doing something fun with your life that kind of aligns with your best values, That’s creating buzz.

Buzz content is anything where you’re not building authority, but you’re helping people to get to know the person behind the brand. I could also call it brand building content, but the idea here is we to generate a lot of excitement and engagement.

So keep it simple. You know? Think about what content you’ll use to create buzz. Like, in our case, for example, it’s, usually travel.

It’s, you know, fun family stuff because that’s very core to our brand values. Right? It could be it could be books, things like that. So for you, it can be fun.

It can be focused on biz. So you’re launching a new offer, which is, again, launch content. You’re maybe collaborating with someone. You may be again, you know, you may be doing something really different with your business, like taking an entirely different approach to a process that’s, you know, been used for years.

It can basically be anything that gets people buzzing with excitement. And at the end of the day, you want these posts to be connected to your business.

I’m gonna share a few examples of these, once we’re done with the training so you can see how this kind of plays out in real life for our business as well.

But before that, let’s close on this. So call to action are essentially your do this now post. Now a call to action post could be a call to action to sign up, to hire you, to buy from you. And this may be a little shocking that I aim to make at least one call to action post pretty much every day.

Like, literally every day. Whether and, again, remember, our platform of choice right now, our main platform of choice right now is Instagram. Yes. We have a presence on pretty much every other platform, but the point is, like, what we are focusing our energies on is Instagram, closely followed by LinkedIn, and then a whole bunch of others. But point is, I would aim to if if on Instagram, if I’m not doing a post, then I’m doing a story.

If I’m not doing a story, then I’m chatting with someone in the DMs.

If I’m not chatting with someone in the DMs, I’m reaching out to someone to ask to collaborate.

All of those are social content because you’re you’re on social. You may not be creating public facing content, but you’re still creating content.

So this may seem a little excessive, but it is also what’s ensured that we’ve always been booked. Like, right now, we are booking for May and June.

So it works.

You may not wanna do it. Again, this is what’s worked for us. Right? I always caveat the thing that this is what’s worked for us. Test it out. We could play with it, use it as it is. Like, seriously, I’m just sharing, you know, what we’ve been doing.

So sign up for your freebie, buy your product, hire you for your services, share your content in social, you know, invite you to the podcast server. Like I said, this may not be public facing content. It could be, you know, in the DMs. Comment with the catchphrase. If you’re not using ManyChat, highly highly recommend you to use ManyChat. It has helped us increase visits to our site and to our and sign ups to our, to our freebies exponentially.

Sure. Especially if you, like, us are managing your own social, or even if you’ve got a social media manager for that matter, I mean, I would say I would highly highly recommend it. And I’m not a many chat expert. I did take a course.

I think Katie Peacock was the one who recommended it, in in, CSV. I think it’s Belize Darma. That was what kind of really got me started on ManyChat. But, yeah, I’m a pretty basic user, so to speak.

And then how do you not get on like, get exhausted creating content?

You make repurposing your friend.

I’m gonna, with that, like, show you exactly what I’ve been doing in the past and, like, kinda walk you through that. So, but get into the habit of if you send an email out, if you’re sharing a tip in it, if you’re sharing an idea in it, if you’re sharing just random thoughts in it, get into the habit of looking at that email once it lands in your inbox and seeing, okay, what content can I create from it? You would be able to create a reel with a thought. If you’re on Instagram, you could you may be able to just use it with a slight tweak on LinkedIn as a caption. You may be able to turn it into a carousel if you share tips.

Get into the habit of, you know, repurposing your content so you’re not creating new content for every single platform for several reasons. One, it’s just exhausting.

Two, not everyone is reading everything you’re writing. Not everyone’s on your email list. Not everyone’s following you on LinkedIn. Not everyone’s following you on Instagram. And even if they are, it’s okay for them to hear the same message in different formats or even in the same format. Like, sometimes you may have you may be, you know, strapped in time and you may not have the time to kind of adapt it into a platform friendly format, which is okay.

But make repurposing your friend. However, the only thing I would say here is think about your goals.

Super important. Because if you’re just repurposing for the sake of repurposing, then you’re just doing what I talked about right at the beginning, which is just putting more posts out there. You that’s not the goal goal here.

Your goal is not to create three reels a day, five carousels, you know, a week or whatever. Your goal here is to convert people into clients or get them to sign up to your email list or, you know, be or see you as an expert and invite you to speak on their on their virtual or actual status.

So when you are repurposing, think about the goal. If there is an email that does not lend itself to any of those goals, Well, for starters, I would kinda wonder, why did we send it out in the first place? Secondly, maybe hold off on repurposing that.

So because sometimes, for instance, I do send out an email that I feel strongly about or I may write a blog post that I feel like, oh, this maybe be really helpful. But then I know I look at the stats and I’m like, didn’t do that well. Do I still wanna, you know, share on social? If so, what’s the goal that I’ll be accomplishing?

If I can adapt it to meet a goal, I will do that. Otherwise, I’ll just park it and let’s stay there.

At the end of the day, I want you to remember to have lots of fun with social. Like, seriously, when I stopped obsessing about what everyone else was doing, when I stopped obsessing about, oh, we are not reaching the quote, unquote, the ten thousand follower mark that really quickly and everybody else is I just started having fun things switched around like this.

We had more people signing up. We had more people reaching out to ask about our services. We had more people, you know, inviting us to speak on podcasts and things like that. I mean, it’s yeah.

And I’m having so much fun, so it doesn’t feel like a chore. I truly enjoy it. I look forward to it. It just lights me up and which was not the case earlier.

So it used to feel like, oh, I need to film reels. Oh, I’m I’m I’ve gotta do this. I’ve gotta follow the trend.

It just felt like so much work for very little return, and, yeah, it just did it felt like something that I just had to do, and I wasn’t enjoying it. So just kind of keeping the fun element alive and, like, really enjoying it and getting excited about it has made a huge difference. It’s more of from a mindset point of view, but it’s something to keep in mind.

Alright.

I’m gonna stop sharing screen because that was my short and sweet presentation.

And I wanted to okay. Caroline, fine.

I wanted to ask, like, do you have questions, or can I show you a couple of examples?

Do you so do you not follow trends at all?

I would follow a trend. For instance, I would follow a trend if it if it feels fun and exciting to me and if it feels relevant to us. For instance, one of the trends that I will be using next week would be, you know, social media as a highlight reel, and here’s what I’m struggling with because that is something I do connect with. That’s a trend.

That’s a kind of subtle trend that’s been going around. I did use the, you know, the music k. What was that? Oh, okay.

Make your own music trend, like, you know, I use that for the Taylor Swift era store that we and that was not me, honestly. That was our sixteen year old. Like, she was like, okay. This is gonna land itself perfectly stuffed here, but I’m in the six I guess they’re more tuned into trends.

That said, I also use a, social media template library. I think I’ve shared it in the Slack group.

That creates a lot of, on trend, templates that we can use to if something feels like, you know, oh, yeah. This would lend itself perfectly.

So I use that then. And you can I wanna talk about repurposing in two or three different ways? One is where you test out a content idea on one platform. If it does really well, then you adapt it to the other platforms.

That is repurposing strategy number one. Repurposing strategy number two is what we just spoke about, which is, you know, you use social media as a spoke in your marketing wheel, which means you create hub content and you adapt it to, everything else. So strategy number one is let’s look at let’s look at how to test out a content idea on on a platform and then repurpose it on other platforms.

So we’ve got this is something that I’ve been using. You can use any platform for.

For this purpose. I use threads for testing out content ideas.

You could use anything you’d like to.

That’s gonna pop.

Alright.

It’s not coming up. Hang on.

Alright.

So So three weeks ago, this was a post that I created, which was around how do you land speaking gigs. Now this is an example of a post where I created something just on social. This was not created on, on an email or something like that. So, like I said, sometimes you just wanna have fun with social threads and Facebook and a Facebook profile are my places to have, like, you know, just, like, put random posts out there and see just a thought or, you know, things like that.

So this was a post I did on threads, and it did pretty well. So I was like, okay. Twenty three people like this. Let me test it out on LinkedIn.

I did the same thing here, but I adapted it for LinkedIn. So this was how do you answer your exhibit? I just kinda changed it a little. Damn. How do you view your pitch? And this one did this one did well too. You know?

And then I took the same post, and I put it on Instagram as a carousel.

This one’s done well too. More importantly, my goal here was to get booked on stages. And right now, I’m in conversation with three different events, about possibly speaking there. So one piece of content across three different platforms.

And if something does here’s the thing.

What and this is so I’m tired of it, but what I found is, like, if something does well on one platform, it generally does really well on other platforms as well. So just like tweaks, and that’s it. So this is repurposing strategy number one.

I’m gonna show you repurposing strategy number two as well.

Wait a second. Let me pull.

So okay.

This is this I’ve done so many times. Alright. So this was an email that I sent out. This may make me unpopular.

I sent it out on early February, and I felt really strongly about this. It did really well. I got a whole bunch of responses. I knew it’s really resonated.

What I did was I grabbed a line from here, used it as a b roll, and this is pretty much the email, but, obviously, way shorter.

So this one did well too. Our goal here is essentially to to nurture our audience and also share what we feel strongly about. So this would I would say this qualifies more as a building buzz kind of a post because it did build buzz. It built buzz on email and it build buzz on Instagram as well.

Did I put it on LinkedIn yet? No. But will I? Yes.

So you could do the same thing, like, literally every post you see here. This is from a blog post. You know? These are just the top heads that I’ve taken and put them here. So this also blog post. These are all blog post ideas. I mean, and blog post that we’ve done in the past.

The point being, you could go ahead and this is like these are like, you know, these are the trendy these are all this is this is a trending thing that we did, but this was a template. But I’ve used it for post purchase emails. So this was from the template library. I really like this one. This one did really well as well.

Point being, you do not need to create a whole lot of new content, But you do need to be really intentional about the content you’re creating.

Alright.

Questions?

How do you have anything that you’re struggling with on social that we can help with?

If today’s audits, I would love an order of my Instagram if that’s Yes.

Of course. Yeah. We have, you know, that was, like, copy review time in any case so we could review your your Instagram. Go ahead. Let me just pull it up.

I do. I also have an abandoned cart question that is kind of urgent because I’m actually doing a VIP day right now, but take time out for this.

So it’s a seven day flow where they they sign up for a webinar, then they get a seven day discount, and then it expires, like, yeah, on day seven.

And I’m wondering, like, when you do abandoned cart emails, like, do would I do it before day seven? So or would I wait until after day seven? Because I don’t wanna overwhelm them with the emails.

Or just how how does it yeah. How does an abandoned cart sequence fit into, like, a limited time offer?

So you would not wait till cart close then. That’s like a post.

Your abandoned cart will go out, technically, an hour or a couple of hours after they’ve abandoned their cart. Okay. You would tag them as abandoned cart. They would get that, they would get that email, asking them, hey.

You know, we noticed you were, you know, checking this out or you added this to cart. Did you get distracted or do you have questions? Whatever your core messaging is, basically, for that abandoned cart email, but it should ideally go at two hours. So let’s say day three, someone adds it to cart.

You don’t wanna wait till day seven. You will send it out to them two hours and an hour after. You may wanna keep you may wanna see whether you wanna because it’s a, a time sensitive launch, you may wanna see whether you do wanna have two abandon cards or you just wanna keep the one.

You know? Because you’ll they’ll be getting another email in any case. So Yeah. On day four. But, but definitely one you definitely wanna include just the one email.

Think of it as, you know, it’s basically a remarketing email. Right? So Mhmm.

You could, in fact, tag them and exclude them from day four if you’re sending out a couple more emails because here is someone who is sold on the program, they’ve added to the cart, have decided not to sign up. They’re in a very different state of awareness.

At a very different stage of awareness is someone who’s probably opening up email number four for the first time. Yeah.

I mean, I So I guess with that though, because it’s it will be like they’ve gone to the checkout page, so that’s for a course.

And my my only thought is that I would say, like, probably, like, seventy percent, I would estimate, of people just click the button without actually being most aware. So I wouldn’t want them to, like, miss out on, like, the more solid sales emails.

Yeah.

So then just include the one email, like One email.

Similar to, you know, how we’d be able to send out any to sales page clickers. So yeah.

Okay. Thank you. I I don’t know why I was just getting really, like, in my head about it. But, yeah, obviously, why would I wait till day seven? Thank you.

And, yeah, I’ll drop Perfect.

Okay.

My Instagram in the chat as well.

I think I have your yeah. But, yeah, drop it in the chat for everybody else. I have it up here.

Okay. I think it’s just me and Jessica.

Yep. I don’t is yes. And Nicole.

Hi. Yes. Sorry. I’m just off camera hiding a little bit.

Cool. No problem. Alright. Cool.

So some more courses or they want? Do you want me to audit your bio as well?

Yeah. Just any because I’m not getting results on Instagram. So, like, be as savage as you want. I just, like, anywhere that I’m not doing it. Yeah.

Okay. Cool.

So first up, I don’t know whether you write copy or whether you’re a business coach, so that’s not clear to me.

It says sell more courses with Day one Evergreen, but you could be just someone who’s teaching people, like, how to sell courses, but we don’t know whether you do it. Do what what do you do, basically? I don’t know that. So just kind of improving optimizing this section would really help.

Also, let’s look at these are your pin posts, but let’s okay.

So oh, alright. I’m gonna give this over to you, Abby. Based on what you know now that your content must have a goal, what’s the goal here?

To not I mean, yeah. That was a goal. It’s basically, just repurposed from LinkedIn, and they’re all just value posts.

Yep. So let’s say it’s supposed to build buzz or supposed to nurture your audience.

But, again, I don’t really know what we’re talking about here as someone who’s just visiting. You need to kinda keep this in mind, especially on Instagram. You need to keep it in mind that people are scrolling through your feed and they’re going achieving this is less of a how to and more of a life of listening strategy. And if I don’t read this, I’m, like, kinda wondering what are we talking about here. And, again, I don’t really know what’s the goal here. Like, what what are you like, what how does this connect to what you do? Mhmm.

So you need to kinda remind people, like, as as someone who works with creators, extending deep empathy, no transactions, just kinda reminding people about what it is that you do would, you know, really help them. Same thing with this is great. This is a really great example of a bus building post, but this is a huge waste.

Yeah.

Yeah. So, you know, we don’t know what you did. I’ll give you an example of something that just converted well for us.

So similar testimonial.

Right? Or one struggling to share that, but it has a copy. Have the person here to what did she do for us? Gave the complete testimonial here. Let’s looking for May, June. And, you know, we’ve had at least we’ve had at least three people ask after this. So, similarly, there’s another example.

Oh, I’m sad creatively struggling with copy. It doesn’t have to be that way. This is a carousel.

This was another client. So what was the challenge? You know? What was their hesitation?

Mhmm. What was the You know? What did they get?

So your what’s the goal?

So think about your goals when and you’re using a social media manager, are you?

Yeah. She does all of it. She just repurposes from LinkedIn and takes, like, testimonials on my website and post them with one hashtag.

Yeah. So she needs to start thinking about this strategically because, honestly, like, anyone who’s doing your social media for you needs needs for it to need so, yes, their goal is not to convert people. Their but their goal is definitely to get people to reach out to you or at least visit your site. And if that’s not happening, it’s a giant waste of time and money for you. Yeah. So so yeah. Something to think about.

Yeah. I mean, because it’s it’s it’s my my responsibility because she she just likes she’s a friend that likes doing a bit of design, so I’ve just brought her on to, like, to give her some work. But, yeah, I need to definitely be training her and telling her what to do. And I haven’t thought about it like this. So, yeah, the session’s been really eye opening, if painfully so.

Hey, Abby. Can I just really quick, refer you to check out Jo’s Instagram? She did a video about the mistakes she made with her business.

Watch it through the whole thing, and then you’ll know why I referred you to it because what you just said about hiring a friend, Joe talks about that.

And, yeah, just Yep.

Okay. Yeah.

So but, yeah, again, same thing here. Let’s do find my exact dispose. Like, I mean, this tells there is no goal. There is no I don’t know what’s happening here. I don’t know who you are. If I just see this somewhere, I will know that.

The other thing is, like, you’ve got some good content, but it’s not getting the attention it deserves because we don’t know we don’t know you. We don’t know what it is that you’re doing and how does this connect to what you do.

Mhmm. So I see many course creators leveraging loss aversion in the form of full as in tapping into the machine aspect of missing a great deal, but then your caption needs to connect to this.

So this is this is great. This is great content, but your caption isn’t doing the heavy lifting and getting people to engage with you.

But yeah.

I where I would start would be repurposing from LinkedIn. Yes. Mhmm. Continue doing that, but adapt it to the platform for it to be a good use of your time.

Otherwise, honestly, Abby, just stick to LinkedIn. Like, seriously, if you’re getting traction on LinkedIn, focus your energies there. Right? I mean, it’s really important to have, like, one platform do the heavy lifting for you instead of feeling like, oh, I need to be here, but I’m not doing a great job here, which is why I say, like, Instagram is our main platform.

LinkedIn is like a far second.

And and I switched from and before Instagram, you know, I was, like, super super all in on Facebook. Like, Facebook was doing brilliantly for us till it decided not to, which is when I realized, okay, I need to kind of put my energies into Instagram. Point being, you don’t have to be on on three different platforms. So when we also need to kind of get comfortable with the idea of just focusing on that one platform going all in. If it’s paying off for you, just focus there.

Yeah.

I’m torn there because that’s that’s kind of how I thought in the past. But, I mean, Joe, she did say on Monday, like, you need to be on Instagram.

And because I work with course creators, I do get the feeling that they’re more on Instagram than LinkedIn. Like, the people that reach out onto me on LinkedIn aren’t necessarily the best fit. So I do I do want to make it work, but I think, yeah, there’s there’s a lot of work to be done, to to get it working because it’s it’s totally new to me.

Yeah. Yeah. Yeah. It and it is an ever changing, fickle algorithm to dance with. I can, like, watch for it.

You would get your head around something and start doing more of that, and then all of a sudden, it’s like, no. Thank you. Now we want more of this. So, that is something to kind of keep in mind as well.

But what you also need to just remind yourself is that doing social media management is not your job. You know? I brought it in house for us because hiring it out was not making sense for us. Like, we were paying a few thousand dollars every month, and there was no ROI.

So it just it was not worth but, yeah, so bringing it in house again, we also need to kind of remember is, like, this is just me. This is, like, I love social. It lights me up. And since I decided to have a lot a lot of fun with it, I just enjoyed way, way more than when I was creating content because I needed to, you know, oh, we need to do this.

You know? Now we can do that. No. No. I don’t know. Yeah. Mhmm.

Yeah. Okay. So I think my two takeaways are to make sure that each post has a goal going forward and Yes. To try and connect to the part of me because I’m sure it’s there somewhere. I’m sure I’m capable of enjoying Instagram. So just try and connect to that part, find what I like about it.

That’s what I’m gonna Yeah.

Find what you wanna look for. Me adding yeah.

Yeah. I love those camera facing reels. Like, I I record a whole bunch of them, and then I kinda dip them out, you know, because so I’m like, I love talking to a camera. I love, like, giving short tips.

So I do more of those. I don’t do some of those more fancy complicated reads. I love b roll reels. So you’ll see a lot of those as well.

You know? So those are the ones that I so you kind of and I enjoy carousels. I love carousels because I tend to talk a lot, like so carousels will help me get my message across.

But you you kinda need to figure out what is it that you really enjoy and then go from there. But yes. And the third important thing that I want you to take away from this is that you do not need to create fresh content all the time. Mhmm.

You may wanna create a full so you created a full intent, but then you saw how you can kind of repurpose it. Right? Mhmm. But it needs to be platform appropriate.

Thank you, Brenna. Really helpful. You’re welcome.

Copy review requests or anything that I can help with.

Perna, can I ask a couple follow-up questions about the social stuff?

Sure.

Okay. So I don’t wanna forget, but I do have a question about modifying later for the platform itself. But I I noticed in my feeds, especially on Facebook, I think was where I noticed it, where I started seeing your post twice, and I’m like, oh, is there a glitch in Facebook or something? Then I realized it was you were you and I are friends, so I’m seeing it on your your page. And then I was seeing it on Content Bistros.

And so what I’m wondering is I so I have a Instagram, Facebook. Like, I have all the platforms held aside for Right and Main, my actual business name. Right? But then I decided to launch a newsletter and, eventually, a podcast called the holiday wins so I could, you know, build up the seasonal sale holiday thing. Right? But I’m kinda sitting there going, I’m not do I focus on one, or can I just do kind of what you’re doing? Or at least I think you’re doing this on purpose, posting the exact same thing on the same platform, and it’ll just have the same thing on my holiday win as I do on Right and Main?

Is that okay. Good. Okay. Thank you. That makes me feel better, less worse.

Okay. Good. And then my Again, because you’re seeing it twice, and maybe a few other people are seeing it twice. But, honestly, like, I’m keeping our Facebook page active just in case we need to run ads at some point. But, my profile is what does the heavy lifting for us in any case.

Yeah. Oh, okay. Okay. So that was another question I was curious. I think about this a lot when I see you on social.

Oh, yeah. Oh, I wonder how that works with there are times where I think about things I shared. Now I got better about it with only sharing with friends or whatever, but sharing, you know, random, like, about my, you know, kids or goofiness with family, but it really it was not at all business aligned or whatever. So are you just really looking at even your personal profile and going, yeah.

It’s unless it’s clearly aligned somehow back with the business, you don’t share a whole lot of anything else. Is that correct? It seems like it, but I’m not sure.

Yes. Okay. Yes. That is true. Again, being on social is not like I said, like, for me, yes, it helps me to connect with friends and things like that.

And I do share I am an overshare in the sense, like, I will share, you know, traveling somewhere. But, again, remember, travel is a big part of our brand. Yeah. So, you know, it connects there.

I do share if you go out for a nice meal, I do share if you’ll you know, if you’re celebrating a birthday or an anniversary.

But, again, that’s part of the band. So, I if you were to see my post from twelve years ago, it was a very different story.

So, yeah, point is I got wise about the fact that, you know, being on social for me is a business decision. And, yes, I will share some stuff. You will see me sharing things about books I’m reading or, you know, where I’m going or what I’m wearing and all of that, but it’s it’s pretty strategic.

Yeah. Okay. Cool. And that’s coming across.

I assumed it was that way, but sometimes strategy looks so easy, you know, when you’re not Yeah.

Yeah. Doing it.

So Yeah. Yeah. Yeah.

Yeah. Yeah. Yeah. No. You’re right. You know? For me, I don’t give it a second thought now because I know exactly what needs to go because I’ve been doing this now for so long.

But, it comes naturally to me, but Mayank was the one who pointed out because someone we’ve had a couple of people ask us this. So and I was going, no. I don’t have a strategy, but then I really think about it. This is it is for you.

Yeah. Mhmm.

Okay. And then I guess I was just wondering any and and, Abby, if this is not relevant, it’s fine. It’s no big deal. You don’t have to answer. But I was just curious about any I don’t know if they’re advanced tips or whatever on when you are modifying. So when you did that Instagram, thread and then you turned it into LinkedIn for so very different. Right?

What’s going on in your mind when you’re going, okay. I need to modify. You know?

Yeah. I need to look at, you know I LinkedIn, I’m just kind of getting back to it. I’ll be honest. You know? Like, maybe last nine six, nine months.

And it’s not, it’s not a top priority, but I like using it to build my hook writing muscles because on LinkedIn, hooks do really well. So I use I test out that. And then if I see, this did well here, so then I can kind of pretty much put the same thing on Instagram because I know that hook will work there as well. So my strategy essentially is to adapt it to the platform. So like I shared, you know, when we were looking at Abby’s account, I don’t want it to be a waste of my time. I don’t wanna just keep putting posts out there because I’m supposed to.

Doesn’t help me at all. Like so I would look at what’s working on a platform and then modify it accordingly. So if it’s an email like you saw, I pulled out a line from the email that I knew would land well because it’s a controversial opinion. So on an on an on a reel, and then I used the rest of the email as the caption.

Okay.

Does that kind of answer your question about what hooks do I I think even just that little nugget about you noticed that hooks on LinkedIn are an interesting thing to play with and do well.

So I think even that is really helpful if I’ve got something somewhere else, focus on that, try different hooks. And and that is what you did. I because I was also wondering how how did she go from that, those opening lines on I think it was your thread, but I could be wrong. And then you went over and you were like them Yeah. And, you know, and I it just I’m always curious. Well, what sparked that change? You know?

Yes. Because it was LinkedIn. And because I I had had time to see how the post performed on threads, and I knew that on LinkedIn, the them versus you kind of thing does really well. So I, you know, I’ve done that in the past as well.

But yeah.

Okay. Cool. Thank you. I appreciate that.

You’re welcome.

Anything else?

No copy critique? No copy reviews? Copy q and a’s? Okay. Cool. Nicole, do you have anything?

No. This was extremely helpful. I actually work, for Jo on her social media, so this is extremely helpful for me as well.

Awesome. Great.

Cool. If we have no other questions, we can wrap up, and you all can have a extra ten, nine minutes, basically.

Thanks, Brianna.

Cool. Thank you, Brianna. Yep. Bye.

Transcript

Here’s what we’re gonna cover really quick because this is a, you know, a fifteen to twenty minute training.

Key to a social media content plan that converts, the three kinds of posts you should be creating. I’m not a big fan of saying you should, but these are the three kinds of posts that I found work really, really well. And if you were to look at our at our Instagram or which is basically our our main platform, LinkedIn is just kind of a subsidiary at this point. You’d see examples of all three. And then the secret is stepping up the content creation hamster wheel because I do not spend a lot of time creating all of this content.

So here’s the strategy.

Every piece of content that goes on social has to have a goal.

So anytime I’m creating anything and this is true for anything. Right? This is true for your emails. This is true for your blog post.

Like, what’s the goal here? What are we trying to do? Is it to generate awareness for me? And I can show you the I can show you a snippet of the Google Doc that I use basically because yes.

I use Google Doc and I use Notion both, but I can show you what it looks like as well. Every piece of content I create has to meet a goal. Is it creating awareness? Is it nurturing this audience?

Or is it selling something?

Sometimes it may do all three, but it has to do at least one of those. Like, if it’s not kicking that goal off, there’s no point. I mean, I would probably then just put it on Facebook and call it a day, and that that’s my Facebook profile. So that is where you will find a lot of random content that basically I just post because I’m having fun or threads. Right now, it’s threads too. So but for your main lead gen sales social network, you need to every piece of content has to have a goal. The second is to accomplish those goals, the content you’re creating must either educate, and change, or engage.

So if it’s generating awareness, you may have, like, an educational carousel. I’m speaking about Instagram again, but it could be a LinkedIn post as well.

Or if it’s to nurture, it could be like a fun, you know, GIF based reel or a meme, and then it’s engaged.

So once you have the goal and the purpose of the content, then you can create those content buckets or themes or pillars or whatever is you know, whatever you wanna do, which is like, oh, I’m gonna be talking about sales pitch copywriting, or I’m gonna be talking about email marketing, or I’m gonna be talking about website design. And in website design, then I’m gonna be talking about, you know, these four things. So it just kinda depends, but the first most important thing you need to do is set your goals. These are what our goals are, like generate awareness, nurture audience, and sell. For you, your goals may be different, but or they may be the same. Point is you need to have a goal in mind or at least three in mind for social media to really do a good job of being a marketing department for you.

The truth is social media isn’t about posting more. It’s not about putting more content out. It’s about creating more presence.

That is what I realized. I realized, like, yeah. I mean, you could be you know, we were posting, like, five times a week, and that was great.

But our presence wasn’t bringing any results.

You know? We’re you know, we we were pretty much engaging with the same people, and those people were were super supportive, loved them for it, but they weren’t, you know, we weren’t signing up clients.

And that’s when I realized you need to be more intentional about what we want social to do for you.

For us as a business, it was very clear we wanted people to sign up for our programs and our services.

I don’t care if we go viral or not. I mean, I really don’t care about that. All I care is that our people consuming our content, visiting our site? Is it translating into visits to the site? Is it translating into people reaching out and saying, hey, I’d love to know more about your services? Is it translating into people asking about our programs, our coaching, our consulting?

So getting five times a week. Sometimes I’m posting two times a week. It just kind of depends on what’s on my plate at that moment.

With that, let’s talk about ABC. That’s our that’s the approach I’ve been going with over the last year.

A little over a year now.

First up, authority. So you wanna be intentional about creating content that builds your authority and your expertise. What do you wanna what do you want to be known for? This ties in with, you know, what you the work you’ve been doing here about, you know, figuring out your red thread, figuring out what you wanna be known for, all of those things. So what do you wanna be known for?

Create content around that, your spiky point of view. You know? If you’re posting twice a week, one post has to focus on your authority. Take your time with that.

The good news is, you know, putting that limitation on yourself actually creates a lot of freedom.

So when you sit down to create content, think about what how is this piece of content helping you to build the authority and expertise you need, the authority and the visibility you need to be seen as an expert.

Quick tip. Remember, social media is not your hub.

Social media is a spoke in your marketing wheel.

Your hub will either be the core piece of content you’re creating. It will be either the blog post, either a podcast, either your emails or video, whatever. Social media is not your hub.

Why is that? Because social media, quote unquote, is rented land.

Yes. It’s great, but it’s it could be taken away from you like that. Like, literally, every day, I hear people whose Instagram accounts have been shut down, whose YouTube accounts have been shut down as well. But point is, you know, so I would just create content exclusively for social media.

Every piece of content I create is pulled from a blog post or an email that I’ve sent out already because those that’s my marketing real estate.

You know? And, again, like I said, I’m not in the business of pre I’m not a social media manager. This is not my core job. I used to be a social media manager at some point, but this is right now, it’s not my core job.

My core job is to get people to sign up for our our programs and services.

So I’m going to be smart about using the content I’m already creating to build authority and adapt it for social.

So a, authority, b, is you wanna build buzz. Now building buzz is generally associated with when you’re launching something. Oh, you need to create buzz content. You know? However, it isn’t reserved for only that. You can use buzz content to nurture your audience. You can use buzz content to, again, get people excited about what you have to offer.

Alright? So things like testimonials, media appearances. You’ve been on a podcast, that’s creating buzz. Right? If you’re speaking at an event, that’s creating buzz. If you’re doing something fun with your life that kind of aligns with your best values, That’s creating buzz.

Buzz content is anything where you’re not building authority, but you’re helping people to get to know the person behind the brand. I could also call it brand building content, but the idea here is we to generate a lot of excitement and engagement.

So keep it simple. You know? Think about what content you’ll use to create buzz. Like, in our case, for example, it’s, usually travel.

It’s, you know, fun family stuff because that’s very core to our brand values. Right? It could be it could be books, things like that. So for you, it can be fun.

It can be focused on biz. So you’re launching a new offer, which is, again, launch content. You’re maybe collaborating with someone. You may be again, you know, you may be doing something really different with your business, like taking an entirely different approach to a process that’s, you know, been used for years.

It can basically be anything that gets people buzzing with excitement. And at the end of the day, you want these posts to be connected to your business.

I’m gonna share a few examples of these, once we’re done with the training so you can see how this kind of plays out in real life for our business as well.

But before that, let’s close on this. So call to action are essentially your do this now post. Now a call to action post could be a call to action to sign up, to hire you, to buy from you. And this may be a little shocking that I aim to make at least one call to action post pretty much every day.

Like, literally every day. Whether and, again, remember, our platform of choice right now, our main platform of choice right now is Instagram. Yes. We have a presence on pretty much every other platform, but the point is, like, what we are focusing our energies on is Instagram, closely followed by LinkedIn, and then a whole bunch of others. But point is, I would aim to if if on Instagram, if I’m not doing a post, then I’m doing a story.

If I’m not doing a story, then I’m chatting with someone in the DMs.

If I’m not chatting with someone in the DMs, I’m reaching out to someone to ask to collaborate.

All of those are social content because you’re you’re on social. You may not be creating public facing content, but you’re still creating content.

So this may seem a little excessive, but it is also what’s ensured that we’ve always been booked. Like, right now, we are booking for May and June.

So it works.

You may not wanna do it. Again, this is what’s worked for us. Right? I always caveat the thing that this is what’s worked for us. Test it out. We could play with it, use it as it is. Like, seriously, I’m just sharing, you know, what we’ve been doing.

So sign up for your freebie, buy your product, hire you for your services, share your content in social, you know, invite you to the podcast server. Like I said, this may not be public facing content. It could be, you know, in the DMs. Comment with the catchphrase. If you’re not using ManyChat, highly highly recommend you to use ManyChat. It has helped us increase visits to our site and to our and sign ups to our, to our freebies exponentially.

Sure. Especially if you, like, us are managing your own social, or even if you’ve got a social media manager for that matter, I mean, I would say I would highly highly recommend it. And I’m not a many chat expert. I did take a course.

I think Katie Peacock was the one who recommended it, in in, CSV. I think it’s Belize Darma. That was what kind of really got me started on ManyChat. But, yeah, I’m a pretty basic user, so to speak.

And then how do you not get on like, get exhausted creating content?

You make repurposing your friend.

I’m gonna, with that, like, show you exactly what I’ve been doing in the past and, like, kinda walk you through that. So, but get into the habit of if you send an email out, if you’re sharing a tip in it, if you’re sharing an idea in it, if you’re sharing just random thoughts in it, get into the habit of looking at that email once it lands in your inbox and seeing, okay, what content can I create from it? You would be able to create a reel with a thought. If you’re on Instagram, you could you may be able to just use it with a slight tweak on LinkedIn as a caption. You may be able to turn it into a carousel if you share tips.

Get into the habit of, you know, repurposing your content so you’re not creating new content for every single platform for several reasons. One, it’s just exhausting.

Two, not everyone is reading everything you’re writing. Not everyone’s on your email list. Not everyone’s following you on LinkedIn. Not everyone’s following you on Instagram. And even if they are, it’s okay for them to hear the same message in different formats or even in the same format. Like, sometimes you may have you may be, you know, strapped in time and you may not have the time to kind of adapt it into a platform friendly format, which is okay.

But make repurposing your friend. However, the only thing I would say here is think about your goals.

Super important. Because if you’re just repurposing for the sake of repurposing, then you’re just doing what I talked about right at the beginning, which is just putting more posts out there. You that’s not the goal goal here.

Your goal is not to create three reels a day, five carousels, you know, a week or whatever. Your goal here is to convert people into clients or get them to sign up to your email list or, you know, be or see you as an expert and invite you to speak on their on their virtual or actual status.

So when you are repurposing, think about the goal. If there is an email that does not lend itself to any of those goals, Well, for starters, I would kinda wonder, why did we send it out in the first place? Secondly, maybe hold off on repurposing that.

So because sometimes, for instance, I do send out an email that I feel strongly about or I may write a blog post that I feel like, oh, this maybe be really helpful. But then I know I look at the stats and I’m like, didn’t do that well. Do I still wanna, you know, share on social? If so, what’s the goal that I’ll be accomplishing?

If I can adapt it to meet a goal, I will do that. Otherwise, I’ll just park it and let’s stay there.

At the end of the day, I want you to remember to have lots of fun with social. Like, seriously, when I stopped obsessing about what everyone else was doing, when I stopped obsessing about, oh, we are not reaching the quote, unquote, the ten thousand follower mark that really quickly and everybody else is I just started having fun things switched around like this.

We had more people signing up. We had more people reaching out to ask about our services. We had more people, you know, inviting us to speak on podcasts and things like that. I mean, it’s yeah.

And I’m having so much fun, so it doesn’t feel like a chore. I truly enjoy it. I look forward to it. It just lights me up and which was not the case earlier.

So it used to feel like, oh, I need to film reels. Oh, I’m I’m I’ve gotta do this. I’ve gotta follow the trend.

It just felt like so much work for very little return, and, yeah, it just did it felt like something that I just had to do, and I wasn’t enjoying it. So just kind of keeping the fun element alive and, like, really enjoying it and getting excited about it has made a huge difference. It’s more of from a mindset point of view, but it’s something to keep in mind.

Alright.

I’m gonna stop sharing screen because that was my short and sweet presentation.

And I wanted to okay. Caroline, fine.

I wanted to ask, like, do you have questions, or can I show you a couple of examples?

Do you so do you not follow trends at all?

I would follow a trend. For instance, I would follow a trend if it if it feels fun and exciting to me and if it feels relevant to us. For instance, one of the trends that I will be using next week would be, you know, social media as a highlight reel, and here’s what I’m struggling with because that is something I do connect with. That’s a trend.

That’s a kind of subtle trend that’s been going around. I did use the, you know, the music k. What was that? Oh, okay.

Make your own music trend, like, you know, I use that for the Taylor Swift era store that we and that was not me, honestly. That was our sixteen year old. Like, she was like, okay. This is gonna land itself perfectly stuffed here, but I’m in the six I guess they’re more tuned into trends.

That said, I also use a, social media template library. I think I’ve shared it in the Slack group.

That creates a lot of, on trend, templates that we can use to if something feels like, you know, oh, yeah. This would lend itself perfectly.

So I use that then. And you can I wanna talk about repurposing in two or three different ways? One is where you test out a content idea on one platform. If it does really well, then you adapt it to the other platforms.

That is repurposing strategy number one. Repurposing strategy number two is what we just spoke about, which is, you know, you use social media as a spoke in your marketing wheel, which means you create hub content and you adapt it to, everything else. So strategy number one is let’s look at let’s look at how to test out a content idea on on a platform and then repurpose it on other platforms.

So we’ve got this is something that I’ve been using. You can use any platform for.

For this purpose. I use threads for testing out content ideas.

You could use anything you’d like to.

That’s gonna pop.

Alright.

It’s not coming up. Hang on.

Alright.

So So three weeks ago, this was a post that I created, which was around how do you land speaking gigs. Now this is an example of a post where I created something just on social. This was not created on, on an email or something like that. So, like I said, sometimes you just wanna have fun with social threads and Facebook and a Facebook profile are my places to have, like, you know, just, like, put random posts out there and see just a thought or, you know, things like that.

So this was a post I did on threads, and it did pretty well. So I was like, okay. Twenty three people like this. Let me test it out on LinkedIn.

I did the same thing here, but I adapted it for LinkedIn. So this was how do you answer your exhibit? I just kinda changed it a little. Damn. How do you view your pitch? And this one did this one did well too. You know?

And then I took the same post, and I put it on Instagram as a carousel.

This one’s done well too. More importantly, my goal here was to get booked on stages. And right now, I’m in conversation with three different events, about possibly speaking there. So one piece of content across three different platforms.

And if something does here’s the thing.

What and this is so I’m tired of it, but what I found is, like, if something does well on one platform, it generally does really well on other platforms as well. So just like tweaks, and that’s it. So this is repurposing strategy number one.

I’m gonna show you repurposing strategy number two as well.

Wait a second. Let me pull.

So okay.

This is this I’ve done so many times. Alright. So this was an email that I sent out. This may make me unpopular.

I sent it out on early February, and I felt really strongly about this. It did really well. I got a whole bunch of responses. I knew it’s really resonated.

What I did was I grabbed a line from here, used it as a b roll, and this is pretty much the email, but, obviously, way shorter.

So this one did well too. Our goal here is essentially to to nurture our audience and also share what we feel strongly about. So this would I would say this qualifies more as a building buzz kind of a post because it did build buzz. It built buzz on email and it build buzz on Instagram as well.

Did I put it on LinkedIn yet? No. But will I? Yes.

So you could do the same thing, like, literally every post you see here. This is from a blog post. You know? These are just the top heads that I’ve taken and put them here. So this also blog post. These are all blog post ideas. I mean, and blog post that we’ve done in the past.

The point being, you could go ahead and this is like these are like, you know, these are the trendy these are all this is this is a trending thing that we did, but this was a template. But I’ve used it for post purchase emails. So this was from the template library. I really like this one. This one did really well as well.

Point being, you do not need to create a whole lot of new content, But you do need to be really intentional about the content you’re creating.

Alright.

Questions?

How do you have anything that you’re struggling with on social that we can help with?

If today’s audits, I would love an order of my Instagram if that’s Yes.

Of course. Yeah. We have, you know, that was, like, copy review time in any case so we could review your your Instagram. Go ahead. Let me just pull it up.

I do. I also have an abandoned cart question that is kind of urgent because I’m actually doing a VIP day right now, but take time out for this.

So it’s a seven day flow where they they sign up for a webinar, then they get a seven day discount, and then it expires, like, yeah, on day seven.

And I’m wondering, like, when you do abandoned cart emails, like, do would I do it before day seven? So or would I wait until after day seven? Because I don’t wanna overwhelm them with the emails.

Or just how how does it yeah. How does an abandoned cart sequence fit into, like, a limited time offer?

So you would not wait till cart close then. That’s like a post.

Your abandoned cart will go out, technically, an hour or a couple of hours after they’ve abandoned their cart. Okay. You would tag them as abandoned cart. They would get that, they would get that email, asking them, hey.

You know, we noticed you were, you know, checking this out or you added this to cart. Did you get distracted or do you have questions? Whatever your core messaging is, basically, for that abandoned cart email, but it should ideally go at two hours. So let’s say day three, someone adds it to cart.

You don’t wanna wait till day seven. You will send it out to them two hours and an hour after. You may wanna keep you may wanna see whether you wanna because it’s a, a time sensitive launch, you may wanna see whether you do wanna have two abandon cards or you just wanna keep the one.

You know? Because you’ll they’ll be getting another email in any case. So Yeah. On day four. But, but definitely one you definitely wanna include just the one email.

Think of it as, you know, it’s basically a remarketing email. Right? So Mhmm.

You could, in fact, tag them and exclude them from day four if you’re sending out a couple more emails because here is someone who is sold on the program, they’ve added to the cart, have decided not to sign up. They’re in a very different state of awareness.

At a very different stage of awareness is someone who’s probably opening up email number four for the first time. Yeah.

I mean, I So I guess with that though, because it’s it will be like they’ve gone to the checkout page, so that’s for a course.

And my my only thought is that I would say, like, probably, like, seventy percent, I would estimate, of people just click the button without actually being most aware. So I wouldn’t want them to, like, miss out on, like, the more solid sales emails.

Yeah.

So then just include the one email, like One email.

Similar to, you know, how we’d be able to send out any to sales page clickers. So yeah.

Okay. Thank you. I I don’t know why I was just getting really, like, in my head about it. But, yeah, obviously, why would I wait till day seven? Thank you.

And, yeah, I’ll drop Perfect.

Okay.

My Instagram in the chat as well.

I think I have your yeah. But, yeah, drop it in the chat for everybody else. I have it up here.

Okay. I think it’s just me and Jessica.

Yep. I don’t is yes. And Nicole.

Hi. Yes. Sorry. I’m just off camera hiding a little bit.

Cool. No problem. Alright. Cool.

So some more courses or they want? Do you want me to audit your bio as well?

Yeah. Just any because I’m not getting results on Instagram. So, like, be as savage as you want. I just, like, anywhere that I’m not doing it. Yeah.

Okay. Cool.

So first up, I don’t know whether you write copy or whether you’re a business coach, so that’s not clear to me.

It says sell more courses with Day one Evergreen, but you could be just someone who’s teaching people, like, how to sell courses, but we don’t know whether you do it. Do what what do you do, basically? I don’t know that. So just kind of improving optimizing this section would really help.

Also, let’s look at these are your pin posts, but let’s okay.

So oh, alright. I’m gonna give this over to you, Abby. Based on what you know now that your content must have a goal, what’s the goal here?

To not I mean, yeah. That was a goal. It’s basically, just repurposed from LinkedIn, and they’re all just value posts.

Yep. So let’s say it’s supposed to build buzz or supposed to nurture your audience.

But, again, I don’t really know what we’re talking about here as someone who’s just visiting. You need to kinda keep this in mind, especially on Instagram. You need to keep it in mind that people are scrolling through your feed and they’re going achieving this is less of a how to and more of a life of listening strategy. And if I don’t read this, I’m, like, kinda wondering what are we talking about here. And, again, I don’t really know what’s the goal here. Like, what what are you like, what how does this connect to what you do? Mhmm.

So you need to kinda remind people, like, as as someone who works with creators, extending deep empathy, no transactions, just kinda reminding people about what it is that you do would, you know, really help them. Same thing with this is great. This is a really great example of a bus building post, but this is a huge waste.

Yeah.

Yeah. So, you know, we don’t know what you did. I’ll give you an example of something that just converted well for us.

So similar testimonial.

Right? Or one struggling to share that, but it has a copy. Have the person here to what did she do for us? Gave the complete testimonial here. Let’s looking for May, June. And, you know, we’ve had at least we’ve had at least three people ask after this. So, similarly, there’s another example.

Oh, I’m sad creatively struggling with copy. It doesn’t have to be that way. This is a carousel.

This was another client. So what was the challenge? You know? What was their hesitation?

Mhmm. What was the You know? What did they get?

So your what’s the goal?

So think about your goals when and you’re using a social media manager, are you?

Yeah. She does all of it. She just repurposes from LinkedIn and takes, like, testimonials on my website and post them with one hashtag.

Yeah. So she needs to start thinking about this strategically because, honestly, like, anyone who’s doing your social media for you needs needs for it to need so, yes, their goal is not to convert people. Their but their goal is definitely to get people to reach out to you or at least visit your site. And if that’s not happening, it’s a giant waste of time and money for you. Yeah. So so yeah. Something to think about.

Yeah. I mean, because it’s it’s it’s my my responsibility because she she just likes she’s a friend that likes doing a bit of design, so I’ve just brought her on to, like, to give her some work. But, yeah, I need to definitely be training her and telling her what to do. And I haven’t thought about it like this. So, yeah, the session’s been really eye opening, if painfully so.

Hey, Abby. Can I just really quick, refer you to check out Jo’s Instagram? She did a video about the mistakes she made with her business.

Watch it through the whole thing, and then you’ll know why I referred you to it because what you just said about hiring a friend, Joe talks about that.

And, yeah, just Yep.

Okay. Yeah.

So but, yeah, again, same thing here. Let’s do find my exact dispose. Like, I mean, this tells there is no goal. There is no I don’t know what’s happening here. I don’t know who you are. If I just see this somewhere, I will know that.

The other thing is, like, you’ve got some good content, but it’s not getting the attention it deserves because we don’t know we don’t know you. We don’t know what it is that you’re doing and how does this connect to what you do.

Mhmm. So I see many course creators leveraging loss aversion in the form of full as in tapping into the machine aspect of missing a great deal, but then your caption needs to connect to this.

So this is this is great. This is great content, but your caption isn’t doing the heavy lifting and getting people to engage with you.

But yeah.

I where I would start would be repurposing from LinkedIn. Yes. Mhmm. Continue doing that, but adapt it to the platform for it to be a good use of your time.

Otherwise, honestly, Abby, just stick to LinkedIn. Like, seriously, if you’re getting traction on LinkedIn, focus your energies there. Right? I mean, it’s really important to have, like, one platform do the heavy lifting for you instead of feeling like, oh, I need to be here, but I’m not doing a great job here, which is why I say, like, Instagram is our main platform.

LinkedIn is like a far second.

And and I switched from and before Instagram, you know, I was, like, super super all in on Facebook. Like, Facebook was doing brilliantly for us till it decided not to, which is when I realized, okay, I need to kind of put my energies into Instagram. Point being, you don’t have to be on on three different platforms. So when we also need to kind of get comfortable with the idea of just focusing on that one platform going all in. If it’s paying off for you, just focus there.

Yeah.

I’m torn there because that’s that’s kind of how I thought in the past. But, I mean, Joe, she did say on Monday, like, you need to be on Instagram.

And because I work with course creators, I do get the feeling that they’re more on Instagram than LinkedIn. Like, the people that reach out onto me on LinkedIn aren’t necessarily the best fit. So I do I do want to make it work, but I think, yeah, there’s there’s a lot of work to be done, to to get it working because it’s it’s totally new to me.

Yeah. Yeah. Yeah. It and it is an ever changing, fickle algorithm to dance with. I can, like, watch for it.

You would get your head around something and start doing more of that, and then all of a sudden, it’s like, no. Thank you. Now we want more of this. So, that is something to kind of keep in mind as well.

But what you also need to just remind yourself is that doing social media management is not your job. You know? I brought it in house for us because hiring it out was not making sense for us. Like, we were paying a few thousand dollars every month, and there was no ROI.

So it just it was not worth but, yeah, so bringing it in house again, we also need to kind of remember is, like, this is just me. This is, like, I love social. It lights me up. And since I decided to have a lot a lot of fun with it, I just enjoyed way, way more than when I was creating content because I needed to, you know, oh, we need to do this.

You know? Now we can do that. No. No. I don’t know. Yeah. Mhmm.

Yeah. Okay. So I think my two takeaways are to make sure that each post has a goal going forward and Yes. To try and connect to the part of me because I’m sure it’s there somewhere. I’m sure I’m capable of enjoying Instagram. So just try and connect to that part, find what I like about it.

That’s what I’m gonna Yeah.

Find what you wanna look for. Me adding yeah.

Yeah. I love those camera facing reels. Like, I I record a whole bunch of them, and then I kinda dip them out, you know, because so I’m like, I love talking to a camera. I love, like, giving short tips.

So I do more of those. I don’t do some of those more fancy complicated reads. I love b roll reels. So you’ll see a lot of those as well.

You know? So those are the ones that I so you kind of and I enjoy carousels. I love carousels because I tend to talk a lot, like so carousels will help me get my message across.

But you you kinda need to figure out what is it that you really enjoy and then go from there. But yes. And the third important thing that I want you to take away from this is that you do not need to create fresh content all the time. Mhmm.

You may wanna create a full so you created a full intent, but then you saw how you can kind of repurpose it. Right? Mhmm. But it needs to be platform appropriate.

Thank you, Brenna. Really helpful. You’re welcome.

Copy review requests or anything that I can help with.

Perna, can I ask a couple follow-up questions about the social stuff?

Sure.

Okay. So I don’t wanna forget, but I do have a question about modifying later for the platform itself. But I I noticed in my feeds, especially on Facebook, I think was where I noticed it, where I started seeing your post twice, and I’m like, oh, is there a glitch in Facebook or something? Then I realized it was you were you and I are friends, so I’m seeing it on your your page. And then I was seeing it on Content Bistros.

And so what I’m wondering is I so I have a Instagram, Facebook. Like, I have all the platforms held aside for Right and Main, my actual business name. Right? But then I decided to launch a newsletter and, eventually, a podcast called the holiday wins so I could, you know, build up the seasonal sale holiday thing. Right? But I’m kinda sitting there going, I’m not do I focus on one, or can I just do kind of what you’re doing? Or at least I think you’re doing this on purpose, posting the exact same thing on the same platform, and it’ll just have the same thing on my holiday win as I do on Right and Main?

Is that okay. Good. Okay. Thank you. That makes me feel better, less worse.

Okay. Good. And then my Again, because you’re seeing it twice, and maybe a few other people are seeing it twice. But, honestly, like, I’m keeping our Facebook page active just in case we need to run ads at some point. But, my profile is what does the heavy lifting for us in any case.

Yeah. Oh, okay. Okay. So that was another question I was curious. I think about this a lot when I see you on social.

Oh, yeah. Oh, I wonder how that works with there are times where I think about things I shared. Now I got better about it with only sharing with friends or whatever, but sharing, you know, random, like, about my, you know, kids or goofiness with family, but it really it was not at all business aligned or whatever. So are you just really looking at even your personal profile and going, yeah.

It’s unless it’s clearly aligned somehow back with the business, you don’t share a whole lot of anything else. Is that correct? It seems like it, but I’m not sure.

Yes. Okay. Yes. That is true. Again, being on social is not like I said, like, for me, yes, it helps me to connect with friends and things like that.

And I do share I am an overshare in the sense, like, I will share, you know, traveling somewhere. But, again, remember, travel is a big part of our brand. Yeah. So, you know, it connects there.

I do share if you go out for a nice meal, I do share if you’ll you know, if you’re celebrating a birthday or an anniversary.

But, again, that’s part of the band. So, I if you were to see my post from twelve years ago, it was a very different story.

So, yeah, point is I got wise about the fact that, you know, being on social for me is a business decision. And, yes, I will share some stuff. You will see me sharing things about books I’m reading or, you know, where I’m going or what I’m wearing and all of that, but it’s it’s pretty strategic.

Yeah. Okay. Cool. And that’s coming across.

I assumed it was that way, but sometimes strategy looks so easy, you know, when you’re not Yeah.

Yeah. Doing it.

So Yeah. Yeah. Yeah.

Yeah. Yeah. Yeah. No. You’re right. You know? For me, I don’t give it a second thought now because I know exactly what needs to go because I’ve been doing this now for so long.

But, it comes naturally to me, but Mayank was the one who pointed out because someone we’ve had a couple of people ask us this. So and I was going, no. I don’t have a strategy, but then I really think about it. This is it is for you.

Yeah. Mhmm.

Okay. And then I guess I was just wondering any and and, Abby, if this is not relevant, it’s fine. It’s no big deal. You don’t have to answer. But I was just curious about any I don’t know if they’re advanced tips or whatever on when you are modifying. So when you did that Instagram, thread and then you turned it into LinkedIn for so very different. Right?

What’s going on in your mind when you’re going, okay. I need to modify. You know?

Yeah. I need to look at, you know I LinkedIn, I’m just kind of getting back to it. I’ll be honest. You know? Like, maybe last nine six, nine months.

And it’s not, it’s not a top priority, but I like using it to build my hook writing muscles because on LinkedIn, hooks do really well. So I use I test out that. And then if I see, this did well here, so then I can kind of pretty much put the same thing on Instagram because I know that hook will work there as well. So my strategy essentially is to adapt it to the platform. So like I shared, you know, when we were looking at Abby’s account, I don’t want it to be a waste of my time. I don’t wanna just keep putting posts out there because I’m supposed to.

Doesn’t help me at all. Like so I would look at what’s working on a platform and then modify it accordingly. So if it’s an email like you saw, I pulled out a line from the email that I knew would land well because it’s a controversial opinion. So on an on an on a reel, and then I used the rest of the email as the caption.

Okay.

Does that kind of answer your question about what hooks do I I think even just that little nugget about you noticed that hooks on LinkedIn are an interesting thing to play with and do well.

So I think even that is really helpful if I’ve got something somewhere else, focus on that, try different hooks. And and that is what you did. I because I was also wondering how how did she go from that, those opening lines on I think it was your thread, but I could be wrong. And then you went over and you were like them Yeah. And, you know, and I it just I’m always curious. Well, what sparked that change? You know?

Yes. Because it was LinkedIn. And because I I had had time to see how the post performed on threads, and I knew that on LinkedIn, the them versus you kind of thing does really well. So I, you know, I’ve done that in the past as well.

But yeah.

Okay. Cool. Thank you. I appreciate that.

You’re welcome.

Anything else?

No copy critique? No copy reviews? Copy q and a’s? Okay. Cool. Nicole, do you have anything?

No. This was extremely helpful. I actually work, for Jo on her social media, so this is extremely helpful for me as well.

Awesome. Great.

Cool. If we have no other questions, we can wrap up, and you all can have a extra ten, nine minutes, basically.

Thanks, Brianna.

Cool. Thank you, Brianna. Yep. Bye.

How to Systematize Your Business

How to Systematize Your Business

Transcript

What we’re gonna cover today is is systemizing your business. And there’s there’s two approaches to any project or way of or so, oh, sorry, of any task or project that you wanna do. There’s a there’s a product way and then there’s a system way. And what I’m gonna do today is cover both.

Starting with project thinking. So, you know, this is from the project management Institute. So a project is a temporary endeavor specific start and end date. It produces a unique result in service.

It’s a set of structured tasks, activities, deliverables, executed to achieve a desired outcome. That’s the official definition of a project.

Definition of a system is an organized and structured process designed to be repeatable, de delegatable.

Say the word, potentially automated facilitating consistent and scalable results. So the beauty of a a project in a system, if if you if you really look at that closely, they both achieve an outcome.

Whether you take a project approach or a system approach, they’re both gonna achieve the same outcome, but with a systemized approach, there’s an added benefit of it’s repeatable.

You can delegate it. You can scale, and more importantly, it’s also consistent. So keep that in mind as I as I go through the, the presentation with you. Projects and system both achieve the same outcome.

It’s just the approach that you take, when you’re you’re trying to achieve that outcome. Okay? So, if you look at your business or any business that you’re starting freelancing, truthfully, it’s just a system that runs off of processes and procedures. So it’s systems within systems, and we’ll cover more of this as we go through, but that’s all it is.

We’re gonna go through, an example project. So I’m gonna I’m using two projects. One is cleaning a bathroom. Another one is cleaning, sorry, cooking, Thanksgiving dinner, then we’re gonna approach, a marketing plan as a system versus a project, and I’ll show you how we use this in our agency to productize. And then we’re gonna approach the authority plan that we’re working on now as a system instead of a project and sort of how it all comes together. Okay?

So if we’re approaching clean the bathroom as a project, we’re gonna create a typical gantt chart. That’s that’s one way that you can you can organize it. You break down the tasks, you you set a time, and then you you work on each task.

Another way to do it is, an action plan.

To clean the bathroom. It’s you start with your smart goal, you break it down, you decide on your action steps, you assign who’s responsible, and then you work on each one at a time. This is a little closer to a system, but it’s still project thinking. Okay?

Here’s another example of cleaning room. This is a a a con bond board. You have your to do doing review done. Each item under to do is a task that to complete it. So that’s project thinking.

Here’s another example of project thinking with cleaning the bathroom. This is a work breakdown structure You start with the high level deliverables, and then you break down each task, and then you work on one at a time. So that’s that’s project thinking. Now what we’re gonna do is we’re gonna approach cleaning a bathroom as a system, and the difference is subtle, but it it’s an important one. So A system has three components. There’s an outcome.

So the first step is you define the outcome. The second, there’s a process. So you outline the process, And then the third is you create procedures for each step in the process. That’s that’s how you make a system.

So we’ll go through this now. Here’s a little formula that you can use to help create your systems. If I process, then I’ll I will have successfully outcome. So let’s apply that to the bathroom.

If I clean the sink, the floor, the bathtub, the toilet walls, then I will have successfully cleaned the bathroom. So you have your process, you have your outcome.

Here’s a another example, a system on how to clean the bathroom. So the outcome is clean the bathroom. The process is you start to put the sink, the floor, the bathtub, the toilet, the walls. Now the difference now is that for each cleaning the sink, cleaning the floor, you have a procedure.

So now you have a how to clean the sink, how to clean the floor, how to clean the bathtub, how to clean the toilet, how to clean the walls and combined, you have a nice system that I can delegate to my son, which is how to clean the bathroom. I give him this instruction manual, he knows exactly what to do. It’s consistent. It’s predictable.

It’s scalable. That’s the difference between a system and a project.

Another we’ll give you an example is if I have a project, if I have a process, then I will successfully outcome is the formula, If I create a guest list, select a turkey, do the grocery shopping, cook the turkey, set the table, then I will have successfully hosted a Thanksgiving meal for my family.

Let’s approach this at a system, a system on how to host a Thanksgiving meal. So the outcome is host a Thanksgiving meal. The process is guest list, menu, groceries, turkey, table, but the difference is now we have how to guides, or you call them soaps or whatever whatever you wanna call them on how to create a guest list, to create a menu, how to, purchase groceries, how to cook a turkey, how to set a table, and that’s a system that now you can delegate to AI.

Same thing, which is actually, a thing right now, by the way. I don’t know if you guys saw this or not, but there’s a a robot that’s coming out right now that’ll actually cook you meals, which is really bizarre. Elon Musk just announced it. So that’s the difference between the oh, sorry. Go through here.

Oh, sorry. Where are we here?

Okay. So let’s let’s approach, a marketing plan as a system instead of a project. So this is an example of, a marketing plan that we implement for clients. We have a couple of key clients and every every client that we get, we we start, of course, with a a marketing plan and we break it down into different phases and then we sign a different deliverable.

Now if we took this as a project approach, what we would do is we come up with the the project plan, we create a gantt chart, We go through the gantt chart, but we’re gonna approach this as a system approach. Okay? So the first step, what we wanna do, and act actually gonna go through it with you right here, This is a live, setup of the actual client account that I’m showing you right now. This is a trello board. If you click through, you’re gonna see here the marketing plan, which I just showed you pulled up.

Now this isn’t a marketing plan, this is a marketing system, and we’re gonna apply that formula that I just showed you guys. So the goal, our goal is twenty five hundred patients. Okay? The process is the avatar, the USB, the GMB, and then the procedure If you click on this is now gonna be if you open it up, is gonna be a how to guide an optimized to optimize a a GMB profile. So open you up right now.

And these are all the steps from a to z, including a video, what to do, and it’s just a checklist. Okay? So that’s an example on how we and we do with this with all our clients. You can see that anything that’s done If you open it up, it links to a process.

Alright? And it’s part of a plan or a system. In this case, it’s the it’s the the marketing plan itself. Okay?

Does that make sense, everybody?

Yeah. No. Okay. Kids, we’re good.

Let’s do let’s approach, Joe’s building a an authority plan as a system versus a project. Okay?

You can approach this like a lot of people would is they would they would take this and they would say, okay, I’m gonna create a gantt chart. I’m gonna do this. I’m gonna do this. If you approach it as a system, then it’s the same thing.

You know, your goal is to it’s a process to achieve celebrity status. So I’m just giving a couple examples is I’m gonna develop my USB. I’m gonna launch a sub stack newsletter. I’m gonna start a podcast, then I will successfully achieve celebrity status in my one thing.

So that’s the outcome. This is the outcome where Joe has here. The process is just here. It’s you’re putting these into the steps and the procedure One of the things that I have here is a a evergreen funnel. So if I click on the evergreen funnel, that is literally a procedure, a soap, whatever you wanna call it, it’s a step by step guide that I can, delegate or automate at some point in the future. I just wait it opens up.

And it goes into detail on all the steps that you’re kinda like building down. Now this is, this is an example of a system. I wanna show how this kinda works, how we use it, sort of how it all comes together. So here is here is the the structure in an example, say, if you had a company, you have your finances in admin, you have your operations department, you have your sales and marketing department, and then each of these is a how to guide.

Okay? Now this right here is how to build an authority and achieve his celebrity status. That is Joe’s plan right here. Okay?

So this is your your system within the system, but if you scroll down, here’s your process, which is I’m gonna develop the USB. I’m gonna create the signature. Here, I’m gonna launch the substack, and each, step in the process is just a how to guide. Linking back to the Evergreen phonologist I showed you.

So that’s kinda how the business runs. Each of these is a system that then links to either a process or another system. And the advantage of that is I’ll show you how we we kinda comes together another opportunity. So here’s here’s a an example of, a process turned in a productized service.

So we have a system on how to launch an authority site. Okay?

That system within that is a process within the system because one of the steps that you need to do is you need to do an SEO audit Okay?

That we turned into a productized service, which we do for clients.

So you’re gonna see when you when you build out your systems within or you’d have a process, you can turn a system into a course.

An example would be Joe. You have a course on, guest posting and blogs. Correct? Yep.

Okay. So that would be how can we relate that? So if we approach this as a system, it it I would change this and say, I’m gonna guest post, which, of course, is in line with what, Joe suggests you do, then I’m gonna add that as a process. And now I’m gonna create a guide on how to do a guest post.

And I’m gonna document that guide inside of my system So now it’s repeatable.

And I can delegate that. I can automate it.

And I’m not gonna sit there and say, oh, how do I start? I’m not starting from scratch. But the advantage is now I can turn it into a course, which Joe just did. And on top of that, I can also turn it into a productized service if I want to. So the subtle, it is it’s a subtle difference, but in a nutshell it boils down to when you do approach something, make sure that your you’re approaching it as a system, not the project, with the key difference being instead of a project plan, create a guide or if you wanna hate calling it a soap, but an instruction manual that teaches someone the exact step by step process and how to how to do it.

And I’ll show you how what I would do in my in, in calendar right now. So here’s my calendar right now.

Say, and I’ll this is how, sorry, you’re I don’t do theme. I do time blocking. Right? So building a system, one of the goals is you wanna build on your authority status. So what I would do is, okay, that’s a system. I would block out time to do that. I would link to the system I’m creating, which is which is just a it’s a how to guide for now.

And then during that block of time, all I would do is work on the first step work on that system, which is what what I’m talking about, and that’s going through each step. So let’s say I was working on my Evergreen funnel, This way while it load while it loads.

As I’m working on my evergreen funnel, I would be turning that into a how to guide at the same time.

Right? Does that make sense? I’m not just I’m not just doing it, but I’m documenting each step of the process for that step within the system.

And by taking that approach, at the end, you have a step by step instruction manual that you can send out. You can automate. You can delegate to your team. Most people would take the approach where they’re just gonna sit down and they’re just gonna they’re gonna hammer it out.

Right? They’ll do an action plan or a gantt chart or some type of project plan, and then it just sits there. So do the same thing, but approach it as a, like a instruction manual, call it a soap, whatever you want. And then you can you can start, systemizing your business.

So that’s how we tackle everything in our business. Like, we start with our main our main sections, each department, no matter what it is, it’s a how to guide. Anything that we do, it’s a how to guide. It’s documented following that that process, and then, of course, you can delegate and, hand it off to your team.

The habit I was talking I don’t know if you guys wanted me to talk about this. So here’s reclaim that I was talking about the the, the AI scheduler. What’s cool about this is that you can put key habits down, and you can say, okay, I wanna work on building my authority status for, like, ninety minutes a day, it’ll look at your schedule, and it’ll it’ll block in time when you’re you’re gonna you’re gonna do that. And then literally, you just you link build out your system.

You work through it one at a time. We do the same with our our team meetings right now. So we have a team meeting. That is a system.

On how to hold a team meeting. If you click on that and you open it up, it’s how to hold a team meeting. Right? And on in this, it gives step by step instructions.

And at the bottom as well, you can you can link it to the examples. There’s a the last team meeting that we had.

So it’s a slight it’s a it’s a different way of looking at it, but it’s it once you think as a system and you start thinking processes, and documenting the processes, then it opens up the door for everything, especially the delegation and the automation. The agency part that we have here I have two people, managing. This this is six hundred thousand dollar business here. It’s run by Jeremy and it’s run by JR. And everything they do has a system. Okay? Here’s the system on how to optimize your GMD profile.

That my job is to create the systems, create the processes.

That’s like working on your business, not in the business. Their job is to work in the business and to apply the systems that I create.

Right? And once you start thinking like that, you free up tie your time to work on the business.

Then you start having fun because, like, you can literally affiliate marketing as a system. You just have to put that together. Joe’s framework is a system. Right, is what it is.

And eventually, you will we can package that. And there you go. You have a system on how to achieve authority status. You can rinse and repeat your book let let’s take publishing your book.

Right? Don’t just take that create an action plan. No. Create a system on how to publish a book.

Right? And then document that step by step, use that structures because if you need to publish another book down the road, you just need to follow that step, but then you can turn it into a course if you want to.

You’re doing the work anyways, but take that extra step to document each each phase. And it of them are gonna be more detailed than other. Like, this is creating a process plus documenting each step. Some of them have videos, some of them don’t, some of them aren’t as detailed. But it’s it’s enough information where you can hand it off to someone and say, here you go.

So the advantage is, of course, each of these can be a system it can be a process within the system. But the point is if you wanna share this, you can share it. If you wanna share if you wanna share the whole system, which is this one, you can share that.

It really depends, but that’s that’s the in a nutshell.

Does anyone have any questions on that?

Does that make sense that the the project versus the system approach in the mindset?

I think mostly, for me, I still see so much overlap like a system when you talk about a project versus a system, I get it.

When I see it on the screen, I look at it and go like, with still feels like a project. So what makes it is this can a system I guess I’m just I’m still looking for a little clarity there.

Sure.

It makes sense to me, but just like Jessica said, I’ll just rewatch this after so the pieces kind of come together, I think, for me.

Yeah. It’s kinda like it’s a meant okay. It’s a mental shift. So let’s let’s take a project.

Okay? So when people break down a project, let’s take a a book. For example, when you publish a book, you create an action plan, and then you work through through each step. It could be, you know, chapter one, chapter two, whatever it is.

You’re not what do people do with that afterwards? They they file it. They don’t do anything with it. But it’s take that action plan, take that that those steps that you’re doing document every step of it and turn it into a how to guide.

It’s a subtle difference, but it’s a it’s a it’s a powerful one. Right? And by going from action plan or gantt chart to how to guide, it forces you to sit there and say, okay, I’m gonna do this, then I’m gonna do this, then I’m gonna do this. Like, take an axe, evergreen funnel, You can approach it like this where it’s step one, step two, include examples, include how to videos, you’re gonna do the work anyways you can just create, like, a an action plan, and here’s the deliverables you need to create. But let’s take the convert the the high converting landing page you could create another how to guide on how to create a landing page, and then you could link to that within this system.

And if you start, you you gotta start from, like, somewhere, but eventually over time, you’re gonna have systems within systems, and your whole business is gonna be how to, like, how to do a budget how to do a team meeting, how to do a landing page. And then once you get to that level, then you can truly start delegating.

And and I’ll show you our WordPress, let me do our knowledge base here.

There we go.

So if you look at our WordPress support for us, so we’re launching WordPress support. Here’s a onboarding system for managed WP.

Okay? When we onboard it, when we onboard, clients, we have a process. Right?

Then it’s broken down. There’s different steps, and then each of these is a system within that. It’s a process on how to do that a step by step guide. So now when we work with our team, I can delegate this, which is the how to guide, or I can delegate the entire system.

It just open up. It opens up the door. It’s it’s kinda like how you’re setting it up. You’re setting it up within your system. You’re it’s kinda like you’re setting up system knowledge base in a sense. But in the end, it’s all it’s all how to, it’s step by step guides.

It’s it’s creating, yeah, it’s creating a system. Right? Does that make sense?

It does. I’m actually applying it now to this other idea, that I’ve been working through around, like, how to build a customer as a different way of looking at marketing.

So it’s interesting. Yep. It yep. I like it.

Like the the avatar let’s take an avatar. Right? So we so a lot of people would be Okay. What I would do is is you have, an amazing course on creating an avatar.

Right? And and you know, you’re you have your outcome, you have all this. That rate there is a process. Right?

You’re you’re teaching people step by step how to do that. But a lot of people, especially in the agency environment, they’ll create a, avatar for a client, they’ll create a brochure for a client, and it’s a one off system. It’s like, I do the brochure. I’m gonna put it aside.

The next client comes up, and you know what? I’m gonna I’m gonna do the creative brief. I’m gonna do the gantt chart. That’s the way you’re taught.

But instead of and take that brochure, create the ultimate guide on how to do a brochure and document each step in the process and then and then look for ways to automate and scale it. So next now when the next time client the next client comes, now you have a productized service that you can offer to them you can scale it. Right? The there’s a subtle difference in how you approach it.

It’s custom work versus not custom work. Yeah. It’s approaching it as a project versus system. It it really is a there’s a it’s it’s there, but it mainly boils down to the process.

Right? You have an outcome. You have a process, whether it’s a project or a system or not, you follow a process. It may change whether it’s like agile or or or Kanban But then you also the big differences is the, actual procedures, right, the soaps, whatever you wanna call them.

Just make sure those are step by step guides. And everything you do in your agency, if you take that approach in time, you’re gonna have how to knowledge base. On how to do this, how to do this, how to do this. And then once that’s done, I’m showing you guys some, like, behind the scenes stuff here.

Once that’s done, then you can start automating entire agencies. Right? So if we look at these, these are all clients that we work on here. These are these are projects that are incoming right now.

But if you look at them, these are just systems. These are repeatable processes. Right? And they’re all linked to a knowledge base, on how tos.

So that that’s kinda how it works together. But it’s starting thinking as a system versus a project right away. That’s that’s the the mindset to have with it. It took me a while to figure this out, especially with with my businesses, but once you Once you start building that out or you think that way, you applied everything from retainer clients to WordPress support to different templates, and then you just start linking and sharing and delegating those.

Zoom, anyone have any questions on that or Can I ask Shane?

Like, if we’re looking at, you know, our spreadsheet for our one thing with all of the projects that we’re this one. Yeah. Exactly. When it comes to, like deciding on the order in which we tackle each one.

Almost like a game try. I know that’s project, not in that system thinking. It’s what you’ve been saying. But, like, I’m behind I’m with you on the creating the how to guide as you go.

So, like, I was doing the competitor’s content audit today. So I can see, like, taking the steps that I took and putting that into, how to guide but when it comes to the smartest, like, building off of our work and creating Just creating a system in terms of which projects we tackle first. Do you have any insight there?

That’s your process. Like, for me, I’m gonna set this. I’m gonna do this for you and, like, I’m gonna pick one thing and set this up. So, like, what I would do is I would start okay.

So let’s let’s approach this as a system. Okay? My ultimate goal is to achieve celebrity status in my one thing. Okay.

Now the process I’m gonna do is I’m gonna start with my USB value prop. I’m gonna create an avatar that actually includes both I’m gonna focus on my USB because it’s a level three market assist sophistication. So I wanna focus on how to Once that’s done, then I’m gonna build my authority site, then I’m gonna do my origin story because then it’s relatable. And I have the VOC because of the avatar, then I’m gonna focus on, my blog and then I’m gonna do the sub stack newsletter, then I’m gonna focus on the, the book, the book is gonna promote my USB because it’s the how to, my special way of doing it, then I’m gonna build off that and do the podcast.

So they build off each other, But I’m thinking as a system to get that done. And each of them that I just said to you as I build them and create them is gonna be a how to guide. That I can repeat down the road, right, building my avatar. We we do that.

We have a a course on building your avatar where it includes your value prop, it includes frequently asked questions, then you you create, guarantees to address those questions. It’s a system on how to do that. It’s just a how to guide how to do it. Right?

By approaching that at the end of this, you’re gonna have a system not only on how to achieve celebrity status. So if you wanna pick something else or launch a venture or some or even sell your own course on this, you’re gonna have a how to guide, how to implement it. And then each one of those that I just showed you, that’s a potential of five courses. Not only that, I could turn any of those into a productized service.

Right? It’s a subtle difference. And people, like, take the brochure analogy. Like, we’ve all done I don’t know if you guys have or not.

How men how much client work have you done where at the end of it, like, you’re even taught project closure.

Like, what is that? Project closure, all the all the deliverables were met, where the requirements met. You take that, you put it into a folder. You’re done.

That’s a wasted opportunity. Right? So you’re still achieving the same outcome, but by taking the systemized approach, you can do more with it. Right?

You can turn it into a course. You can productize your service. You can you can automate it. You can delegate it.

It just opens up the door to so many more things. And it’s so important for us because as you get into this space and you get your one thing, you have to be working on the business. You can’t be working in the business. Right?

And like, promoting your sub stack and doing, like, all of these little things, like, you’re creating the content, but you shouldn’t be promoting it. That’s working in the business. Someone else can do that for you. And it’s a and it’s freeing up your time to work on that stuff, the high level strategic stuff.

Right? That’s the difference. That’s one of the main bet benefits of of taking this approach.

And the system can take any form. This right here is a system.

Right? I can people can call this a marketing plan. I don’t. I call it a marketing system.

Right? There’s a goal. There’s a process. Right? And this is your direct response marketing. This is each phase.

I’m gonna start with the avatar. I’m gonna do the u s p, then I’m gonna pick Google my business, then I’m gonna do the sales page, then I’m gonna do re marketing, then I’m gonna do the sales pipeline. Each of those is a is a process to achieve a specific goal, which is this, right, and then I’m gonna turn each of these on how to create an avatar, how to how to develop your USB, how to optimize your GMB profile, Right? And then, again, that opens up the opportunity.

It just it’s a different way to look at it. This instead of looking at it as a project plan, I look at this as a system, This is a system that will help you achieve a celebrity status in your one thing, and this is the process Joe’s laying it for you.

Right? You’re taking this process and you’re just deciding when you’re gonna do it, but make no mistake. That’s a process. And there’s an order there on how you’re gonna do stuff.

You’re not gonna publish a book unless you define your USB. It’s why would you not why would you do that? You’re gonna be promoting USB. You can’t do one without the other.

Right? So it’s figuring out that process, and this is the formula I use for everything. Right? And it and you’ll find that, like, the trick on this as well as, like, if I it’s making sure that each of these is like a noun, it’s they’re an actual deliverable.

Like a sub stacked newsletter is a is a deliverable. You know exactly what you need to do.

Right?

USPS is deliverable. You know exactly what you need to do. A podcast is a deliverable. So as long as you focus on the nouns, deliverables to help you achieve the outcome, then you can you can start taking that and systemize it. Right? A TV, radio show, a core productized service.

That there’s a system for that. If you if you’re gonna create a core productized service, why not why not create turn that that in itself as a system. Right?

Your workshop, how to hold a, how to hold a works workshop. People have sell courses on that. Right? How to do an evergreen funnel? It just it’s a different mindset, but it’s an important one. Does that answer your question? Kind of.

I get what you’re saying in terms of every because I I feel like you answered my question in, like, five seconds of that answer. Which was the order that you gave those. But I understand what you mean in terms of each SOP is in and of itself an opportunity to either delegate, product ties, create a course, create a program, or create content around the thing that you’re doing.

Those are opportunities. I think Johnson just said, like, the one of the main differences is the documenting. Yeah. It’s like people people mostly that that’s actually great. A great point. Like, people everyone approaches it as here’s what I need to do, and then they’ll do it, or then they’ll take project notes They’ll they’ll have stuff in, like, folders and stuff, but they don’t take that and they don’t turn it into something.

Right? And by taking that extra step, you’re doing the work anyway.

Does anything you approach think, okay, I’m gonna turn this into a how to guide. I’m gonna turn this into a step by step process.

Everything you do. Like, anything in the in my team that they do, like, when they ask me, it’s like when I want them to do something, they ask they okay, what’s the outcome? There’s specific questions that they they ask from me, and then I make sure they document it. The littlest things that you would think of. Like, if you look at this one, with the, the the client, the work, like updating a CRM, that has been turned into a system.

Right? If we go back to the, right here, like a lead value in updating CRM. That’s that’s a how to guide. That’s a system now.

Because I can delegate to this person that I don’t even need to I don’t know I don’t need to be involved in any of it. Facebook campaign. Okay? There’s a system for that.

There’s a how to launch a successful Facebook campaign. Right? That’s part of a a broader, a broader, that’s part of this system. But it’s still or a process within that, say this was like step four, right, which is Facebook.

Right? It’s part of this is your your system here. This is your process, which should be step four, and you’re just documenting how to do a Facebook campaign. Right? And then you’re taking that and turning it into a product high service or a course as well.

Oh, what I’m wondering is, slightly slightly off topic maybe, but what what, you obviously manage your systems really well. You’ve got a huge data there you go, database of them I was just wondering if you could speak to, your recommendations for organizing these, soaps and systems and processes as you develop them because I can I can just kind of see into the future and imagine creating quite an unwieldy kind of database? So I’m just wondering if you have a a a a way of organizing that or or just any thoughts, I guess.

Yes. So as a freelancer entrepreneur, this I’ve they call it, like, your org chart, whatever you whatever you wanna call it. Okay? You’re gonna have You’re gonna have your finance and admin, your operations, and your sales and marketing.

Okay? Your your finance and admin in your sales and marketing, those are the core functions of everything you do, okay, that they make the products. Okay? Operations delivers the products.

That’s the simplest way to look at it. Right? So if you have a course, you’re gonna your sales and marketing department is gonna create it. Operations is gonna deliver it. And that’s that’s the simplest way that I found to to make the distinction is just to to have those departments.

It’s the it’s how you, this controls the money in and out. This is how you market and and, the services, this is how you deliver the services. Right? That’s the way I look at it. It simplifies things.

And then if you look at these, like, each of these is a is a guide how to hold a meeting is not finance as operations.

Right? That that’s it belongs in that department. Where the, the sales and marketing, the evergreen funnel, well, that’s gonna be part of the the sales and marketing, right, part of the system. So this right here, the authority building, this would be part of this system as part of the, this one right here. This is part of of sales and marketing. Right?

So does that does that make sense?

Yeah. Yeah. That no. No. That makes, total sense.

Do you do you recommend nimbus web? I’ve never even out of it.

Yeah. This is we live off this. Like, this is, like yeah. Well, it’s you can do this in Google Drive as well, but it it doesn’t really matter where you do it.

But just you have your main folders, which are your your, your departments, how you structure it. It doesn’t really matter, but and then within that, you just have your soaps. People call them soaps. I call them systems.

Right? And then their systems upon systems. This may be a whole this may be a system within that system because then you can delegate systems. You can delegate to start from somewhere, like your onboarding process. Right? So you have your onboarding process.

Let’s approach that as a system. Right? A client comes in, this happens, this happens, this happens, this happens.

Right? Now you know what you have a clear process, So you’re gonna take the first step of the process and you’re gonna create a how to guide. You’re gonna take the second process. You’re gonna create a how onboarding a a client, a how to guide.

And now under operations, you have how to onboard a new client, how to send an invoice, how to send a proposal, Right? You have now you’re on your way to systemizing. And don’t, like, just start somewhere. Right?

Just get in the habit of anything you approach using this framework.

And then eventually six months from now, you’re like, oh, this is awesome. And then you you assign people to manage that. Right? Like, I don’t once it gets to a point, I don’t I don’t I’m not involved in it.

Right? GMB is his domain. I’ve I’m nothing to do with it now because now it’s his responsibility to do that. Update it and report to me, and now I’m working on the business versus in the business.

Right? And it’s like this right here, especially, like, the agency, right here. Like, we have tons of projects going on at any one time, and it’s all because of systems.

Right? That’s we wouldn’t be able to do it if it wasn’t for a system.

That’s cool. No. That’s really cool. It reminds me of something I think. I think Tim Farris said it, like, years and years ago. But that that anything that you do more than once, as part of your, like, your day to day life is is worth advertising.

Bingo. Yeah. You got it. Yeah. I was trying to figure how can I get this a my approach is everything I do no matter what it is, is a system because you have to, like, don’t make that mistake?

Like, people take on project. How many times have we all taken on a project where you’re taught that. You there’s the closure. There’s the like, you’re taught different phases.

At the end, you have to close it. You talk what went well. What didn’t that’s a missed opportunity.

Right? Because you may have to repeat that down the road. No one thinks, oh, I’m gonna take that old. I’m gonna take that out of action plan.

I’m gonna go through the no. No one thinks like that. So you you can by taking this approach, you still achieve the same outcome. It just now you’re documenting I think Johnson said, like, you’re you’re documenting the steps to how to Right?

You’re taking a step further, and then you’re organizing it like I just showed you. Right? And then eventually you have systems upon system right? And then you start building out the apartments.

But one sorry. One one thought that I know Jessica’s waiting. I don’t I don’t wanna hog the time, but, I just have one last question.

Something I was thinking about as you were talking about this was one was, like, I’m glad I didn’t create, a process or a system rather. When I was first learning some of the things that I now do because, I I’ve added and changed and it’s it’s kind of mutated into, something unique to the to to my own process.

But then I, on the other side of that, Do you think that there’s any, risk or danger?

From having a system that is, fixed and is the solution just simply to revisit your systems on a regular basis to make sure that they’re updated and that they’re they’re, they’re they’re changing, they’re shifting, they’re growing with the as the world changes it grows, Obviously, not all of them, but some assume will need to change.

Yeah. The this is thinking this is actually what this is, like, you’re you look at this, this is like thinking like a scientist, you’re forming an hypothesis. If I do this and this, I’m gonna have the. Right?

That’s the whole point of a system is that it’s not unrepeatable, but you can you can adjust as you go. Right? And if you maybe examine it six months and if you’re not getting that same outcome, you need to adjust the process. And that’s a that’s adjusting the how to guide or what it is.

Right? But treat that’s how I treat everything as a system. It’s a it’s a it’s a process and, yeah, there’s tweaking on it. Nothing stays station as some stuff does.

Like, there’s your there’s processes that you do day in and day out that will never change like payroll. We have payroll. So payroll is I use a bot for that literally. Right?

And it’s, like, it takes care of everything a to z, but in order to to get to that point, I had to create a clear step by step process that I could automate. In in that case, I decided to automate versus delegate it. Right? Where a lot of people will have a bookkeeping checklist.

Well, a bookkeeping checklist isn’t a it’s it’s it’s just a it’s a high it’s a what to do. It’s not how to do it. Go that extra step, and then it opens up opportunities, like, even with AI.

Right? Like, there’s a big difference between approaching a project like this and like this and like this versus a system, right, they would close this board afterwards.

And and each of these is a missed opportunity. Right?

Yeah. That makes total sense.

And that’s and it’s a subtle approach, but it’s it’s a it’s a it’s a big one. Like, thinking like this probably was one of the biggest, one of the best things that happened in front of my mindset as well. It freed up my time because I I’m like everyone else. I have kids.

I have multiple things going on. It’s it can be stressful. Right? You’re like, how do I find the time to do this?

But when you once you approach systems, then you can you can truly start automating, and you can truly start delegating. That’s the biggest thing. And it’s, like, it’s approved.

Sorry. Yeah. Go. Go. No. Go ahead. No. I was just gonna say it’s cool that I think because part of, it it’s funny because one of the things I I wrote in my my twenty five things, like, one of the categories was was soaps.

I I recognized that I, like, I really I think because I have ADHD, I really struggle to, to, to, to perform the same task over and over again without, like, clear, clear definitions of what I need to do. And, in writing down some of the soaps, which I’ve I’ve started to do already, I’m discovering gaps in my knowledge. I’m noticing areas that could be better. I’m, maybe, formalizing a process, that’s, the the works better, just by thinking about it.

So, yeah, I can see. Anyway, did I just there’s it seems to be a lot of value to it.

Yeah. There’s not and, like, literally these these this agency here, like, this is Jeremy and Jared. They had no marketing experience when they start. I would put Jeremy against any marketer out there.

He’s been with me for a couple of years right now. His knowledge was on proven systems, right, Facebook campaign. He’s brilliant on that stuff. He because he learned from a proven system.

Right? JR had no marketing experience. Right? And it’s teaching him, I wouldn’t have been able to get them to that level.

If I didn’t have these processes, the how to’s.

Right? So it’s like call it, like, education two point o or whatever it is, but you’re just you’re building your system and your business off of proven systems. Some of it is mundane. Some of it is step by step by step.

But that’s an opportunity to automate it. Right? And you can’t automate unless you have a process. It’s impossible.

Right? You you literally can’t. And everything is a process. You do this. You do this.

You do this. You do this. You do this. You do this.

You just need to figure out that process and then and then document it, and then you have tons of opportunity. Is there an example that people want me to to to approach as a system? Like, it’s related to your one thing, how I would do it?

Yeah.

I think so.

I think I like the way you your marketing plan. That was really interesting.

It’s a system. Yeah.

Yeah. That one page marketing plan, it seems like a pretty repeatable Could you go over that as a system?

Yeah. This is, like, this is and a system can take many forms. Right? Like a system can be a plan.

It can be, like, even here’s Joe’s, this is a system. You can look this as a as an authority plan. I look it as a system. I’m gonna build in that is repeatable, and then I’m looking at each of these as a system that I can repeat, and I’m gonna document every step of the way, the same as a marketing plan.

This is a repeatable system that we do repeat for plenty of clients. So there’s one client. I gotta, like, before we put these up, I think I have to have to show the, we’ll have to go in here and do the, we’ll have to what do you call it to blur it out? But anyways, here’s each of these has a system.

Right? So you go in here. Here’s the marketing plan.

It’s the same thing. Exact same thing. It’s a repeatable process, to achieve a specific outcome, but because we’ve documented everything, in detail, like, now we’re on to the during phase of lead generation. Here’s a pipeline.

Here’s a sales process. And guess what these are, how to guys and how to create a a sales pipeline. How to guide on how to create a sales process. And eventually, we’ll get into the live webinar.

Like, that’s and then eventually you get to the point where you’re it just copy and paste, right, and then you just delegate it. And then everything that you’re doing under this, like, here’s a blog newsletter. This is just a a system. It’s a how to do a monthly, plan for your newsletter.

That’s how they were trained on it. Right?

And then you can apply this over and over again, and to to any thing. And the main difference is you’re just, like, we could approach this and say, we’re gonna do this marketing plan and how many people do that? They’ll set it up in Asana. They may or may not save it.

No. I’m not gonna set up an Asana. I’m just gonna link literally to a system, and I’m gonna use this as my project. And whatever you wanna call it, And I’m gonna work through this, and then I have a repeatable process I can delegate.

It’s a subtle difference, but it’s a it’s a it’s an important one, though.

This reminds me, one, idea that might be helpful for people, because I I’ve just started doing it is, I got it from this guy who runs a a a VA agency, and he’s got something like five VA’s, and he has every single person on this company has at least one VA, and they they they have all of these processes around, like, how to use your VA and what are you using for? Do you need more VA’s?

He was saying that one of the best, ways that he’s found to, to use VA’s was to, take something that you do, that you repeatedly do. And, record a loom of you doing it. You don’t need to, you don’t need to, speak to what you’re doing as you do it, you just do it and record it on Loom, and he was saying that the the the success rate of giving that video to a to a VA and saying, like, okay. Do do this. Like, watch this and then do this. People underestimate, or rather overestimate how, how unique their skills are and how complex their tasks are. And so I just I was just thinking, like, you know, anything that you do repeatedly, you could probably just loom it.

If you’re not gonna use a VA, you could just go back over the Loom and be like, what am I doing at each stage and just write that down. So you don’t have to even interrupt your process necessarily.

Yeah. Or you can on, like, the biggest thing with that, like, this is a perfect example. Hey, let’s take I hire a VA. Hey, I want you to go in and optimize this client.

Optimize this client’s DMV account. This this could be a product set to tie service we launch. Here’s a step by step guide.

Video on exactly what to do, all of the resources. Here’s a checklist to follow.

It’s a repeatable process. Right?

It’s not that’s that’s the that’s exactly. But you don’t a lot of people would say, you know, they would hire get hired to do this for their GMB page, but they’re not gonna document it like this. It’s a missed opportunity because now I can automate this. I can delegate it. Even mundane tasks, you can automate. It could be like step one, step two, step three, uploading receipts.

You could there’s I AI that will do that rate but you have to automate, you have to figure out the process, though, or it’s it’s impossible evergreen funnel.

Right? This is a course. I could easily turn this into a course. These are the email templates I need to send. This is the sequence.

I’m gonna use this to create cash flow. So the tripwire is gonna pay for the Facebook ads. Right? I’m gonna I’m gonna have those as cost.

And now it’s a repeatable process that I can give to Jeremy and say, hey, launch this trip by our own Facebook. Here you go. Don’t know how to launch a Facebook campaign? No problem. Link to a how to launch Facebook campaign.

Right? So they all they all start connecting.

They could be part of a bigger picture, of course, which is your your your your plan, but eventually you’ll start seeing little opportunities here and there. Right? It’ll these combined can be part of a different system. You can start mixing and matching. It’s like it it’s almost like a puzzle. Right?

System support other system.

Yeah. That’s Exactly. Does that make sense? I was trying to get across with this. It’s like I know it’s hard to explain, but, like and I wanna do something like, where is it here?

Like, here’s here’s an example on the marketing plan. Right? Like, we have here’s a here’s a system on GMB optimization.

And then with under that step four is to optimize your photos. And then here’s another system.

Part of me.

Can you zoom in on the slide? It’s hard to see.

Yeah. My apologies.

Thanks.

There. Is that better?

Oh, let me just see the slideshow, actually. It’s better.

So here’s the the marketing plan, here’s the GMB, here’s a system I had to optimize your GMB, okay, the one I showed you, and step four is add photos, But here’s another system on how to choose the best photos for your GMB.

So these are these are both systems here that are here Right? So they’re they’re under the the sales and marketing, but one they all support each other. They can be individual. They can support a system.

It’s like a puzzle. You put them together and you can start delegating and having fun. Right? And over time, the beauty of that is that you’ll have you’ll see opportunities for stuff.

Right?

You know, if you wanna maybe you’re you’re building at a plan, you’re like, oh, we have a system for that. Hey, we’re launching a pod podcast. Yeah. Yeah.

We have a system for that. Here’s here’s the how to guide. Perfect. You can link to it, then you can start creating courses like all Joe’s courses are systems.

Guest blogging, right?

So you put in guest blogging as one of your your plans, which she says here. Right? I’m gonna I’m gonna do a podcast or what it is. There’s a system. Her course is a system. Just create a how to manual or just link to that course and say, here you go, and you can delegate it.

Yeah.

It’s it’s cool. It’s kinda like, building a box of Legos.

Bingo. Yeah. I was trying to and I was trying to get that across here, like, to this to the to the system part. Like, it is literally it’s legos.

It’s connecting stuff. Right? It’s just, it’s, it’s not loading, but that yeah. It’s just like it’s that’s all it is.

Right? It’s different parts, systems, processes, systems, processes are all connected. Right? You can delegate entire process.

You can delegate entire systems. Or you can delegate a a specific procedure, but everything has a process that you follow, right, anything. It’s a step by step. You do this.

You do this. You do this. There’s nothing that doesn’t work like that.

Right? It may change where you’re you’re doing this, but then you realize, okay, I’m gonna do this. Like, that’s you can go back and forth, but there’s still a process you follow.

Like, is there what we’re gonna do is we’re gonna I’m gonna do this myself as well. Like, I’m gonna I’m gonna pick one thing and work through this and actually set, set up, like, how I would set it up on this and share it with everyone as I do it, that may help too.

But if you wanna call it a soap, whatever you wanna call it, I call them I call them processes because that’s it’s just easier for me to understand it. Like you have your you have your outcome, your process, and how to do it, and then the individual procedures inside of that, which is just your detailed step by step instructions.

And if you approach it like this, then you’re you’re golden. Right? Over time, you’re gonna have a whole system on how to run your business agency.

Here’s the tools.

Could I see TeamHub and I see NIMBIS web? It would be interesting to know what we’ve embedded in because I think half the battle is you start the work, but then what’s the logical way to organize it. I think in one of the areas that Johnson was. Like, and sometimes it’s just a matter of saying, hey, go with this tool because you don’t have to learn a tool, we’re gonna work together on the same model building principles under the same tool.

What do you mean by tool though?

Like, what like, in So, like, a a tool or software would be TeamHub or NIMBIS web? Like, which tool to store your knowledge base or I don’t know I don’t know what tools you’re using that or software you’re using that Oh, this this is NIMBIS, yeah, this is like fuse base.

It’s just, it’s like an Evernote. As well. So it’s the same thing. It just allows you to create folders. And I like doing it because you can share stuff out. You can create portals as well.

And what’s team hub?

Team hub. Where’s, team hub?

You can see it.

I think that’s just the the the prefix on on Nimbus.

Your URL. I looked at both of them all.

Oh, no. These these are the different. So this is word these are just different. These are these are all different, businesses.

Like, this is WP total care. These are retainer clients. These are just different this is the example one. Those are just different like, companies, I guess, if you wanna call them.

Sorry.

I didn’t really know I’m asking because I googled TeamHub, and then I googled NIMBIS web, and they’re two different comp software.

So maybe It’s just the one that you’re using. Right? The NIMBIS Club?

Yeah. And I just use it for but you can use anything. You can use Google Drive.

Right? It doesn’t you can use, we we have a SOP for this one that I showed you here on the on this. This is just a Google drive document. Right?

We haven’t imported it into, this one right here. This is a productized services that we created. So here’s the we had this guide here on how to launch an authority site. Which is like a step by step guide.

So a client hired us to to, build a website for them. We turned that into a process, right, starting with your your avatar, your sitemap, your wireframe is a proven process. From that before you launch, you have to do an SEO audit.

Right? So from that system, this pros this step in the process we turned into a productized service.

Right? And if you think like that, you’re gonna see you’re gonna see opportunity everywhere. So this system that you’re looking on the authority site, we applied that system to these here.

Right? These are all authority sites. These are websites that we’re launching, and it’s because of this original system that we can do that. Right?

And there’s different spin offs you’re gonna find. Right? Like each of these is different avatar. You could do a productized service on an avatar.

Right? You can do you’ll you’ll see opportunity everywhere. You could turn it into a course if you wanted to.

Shane, can I ask a question to connect back to the previous session that we had? Sure. Okay. I’m gonna put it in context that like I Maybe I just need it in the old thing that I used to know well. So I was a teacher.

So to me, the outcome for one of my students would be I can write an argumentative essay and show seventh grade proficiency. Whatever.

So that’s my outcome.

Right? And then the next part then would be the process. So like the one part of the part it would be like research, the argument, first draft, whatever.

And then each of the procedures under every day I literally had to how to know the difference between a primary and a secondary source as well.

And you know, so a gazillion, right? Lots of things. So I think am I am I equating these things?

The way Hundred percent. It’s a Okay. That process though, don’t use research though because that’s a phase. Okay. So let’s let’s take the outcome, which it like, tell me the outcome in one sentence.

I show seventh grade proficiency of an art of an argumentative essay, writing an argumentative essay.

Okay. Now tell me the exact process using nouns. So only use nouns.

Oh, okay. Sure. So my argument.

K. There you go. What’s the next one? So that’s step one.

First draft.

K. Step two.

I wanna go towards editing and revision. So I guess I would say Yeah. More like a second draft or something like that. It’s the drafts, I guess, the phases of drafts.

Yeah. So now you have we I know we can go more, but exactly what to do. So a lot of people just have a checklist or an action plan with those steps that you just showed me, and then it’s it’s the what, and then they’ll figure out how to do it. But they won’t document themselves doing it.

Okay. So so I’m see, I am getting this right. So I have been doing this for years.

I think where I’m still I think where I wanna push you then is is so if you were thinking in the context of my student then if I had to align on one of my five non negotiables with what we’re talking about here Sure.

What could that look like?

Well, to it depends on if, like, what’s your outcome? You’re using as the as the student example?

Yeah. Is that okay?

Sure. It could be, draft. It could be work on, I need to do a draft. And here’s a how to guide on how to write the perfect draft, or that could be part of you it could be one advanced guide. And so what I’m gonna do is I’m gonna put aside an hour a day or I’m gonna set a goal to write one thousand words a day.

And with the goal of having my draft done by the end of the week.

That’s So I think so I think I get that where I’m struggling is it seemed like when Joe was talking about hers, these were kind of habits of forever and ever.

Yeah. She’s talking about Keystone habits. Like, it it it it it dep it depends. Like, she’s talking about habits that are part of the system.

Okay? So it’s like, her there’s a lot of like, she has copy hackers as one big system. Copy school professional is one big system, and all of those would support her system. Right?

And so the habit she has probably support, like, a bigger a bigger goal that she has. Right? That’s that’s the way I would align it.

For health. I have, like, I have keystone habits for my health. Like, one of them is exercise. There’s certain things I wanna do every day. Because they’ll also have the most impact on my health. Right?

That’s what I do is I have my non negotiables, but they’re always aligned to, like, a bigger system, a bigger goal or outcome that you wanna achieve. So I would align my my non negotiables with your one thing.

Right? Say, wanna publish a book. Well, one of your daily non negotiables should be to write one thousand words a day. Or something like that.

Right? Because it’s supporting, a larger outcome. And then, and then you’re you’re focused. Right?

I was also one wondering this, Jessica, because, all of my goals, I think, or nearly all of my, my goals non negotiables are, not forever. They won’t run-in perpetuity. And I was kinda wondering, oh, am I am I doing it wrong? So should I should I have stuff that keeps going? But I don’t know. I kind of I don’t know. I feel like there are, obviously, Joe’s in different positions of me.

And I think the, There’s no right or wrong way.

That I have. Yeah. The stuff I have to build first that there are there are obstacles that I need to hurdle before I’m probably gonna be in a space where, my tasks are are repetitive, indefinite, and, and useful. And functional.

Yeah. I totally agree with you, Johnson. I am the same way. That’s where I think I was struggling with, you know, the way I drew it. You know, Joanna was so concrete on, like, these are the things that she’ll keep repeating. I think we’re still in that trial stage.

Yeah.

Yeah. And I I think one of the questions I had was at what point do you don’t build the SOP but buy the SOP? You know what I mean? Like, If you’re continually trying to learn all the steps it takes to build authority versus buying the shortcuted version of helping you just do that, that’s where I’m kind of, you know, at that point where in the authority building, all the great things, you know, that I feel like would be fantastic to do. It’s the learning.

How to do it that’s and where and what tools and And, and I, in some cases, feel like there’s a shortcutting process to all that, you know, taking courses or acquiring that knowledge, like, through coffee school is one way. But, you know, some of these authority building things don’t live within coffee school per se.

What’s an example of one, like, that you’re thinking?

Yeah. Like, building a book, you know, you know, so my thought is, well, maybe I create my own around, like, Each chapter becomes an ebook that you release, and then you complete each book.

Each chapter before you complete the book, but then You know, what does that mean if you let pieces of your book go early in terms of publishing, but then it’s it’s not having the full big picture of the do’s and don’ts of of publishing a book and or the way in which you could go through two page. Or you could go through self publishing, but then a self publishing work is a whole s o s o p on itself.

It’s getting clear on the outcome. Once you know, I would go a step further and say I wanna I wanna self publish a book on x y z on Amazon. Now the outcome is clear. Right?

Like, now I can create a process, and I can figure it out as I go. And the beauty of is it, like, this right here that you’re looking at This is your this is what you’re working from. You’re figuring that as you go and you’re figuring out the steps. You may be taking a course just like, oh, okay.

This is step one I’m gonna do. This is step two I’m gonna do. You do that instinctively.

Everything that you do in life is a process.

You you you you you brainstorm, you you in your mind, you think y’all gotta do all this stuff and then you structure it and you start working through it. The key is to organize it and being clear on exactly what you want. Right?

So I did it. So how to self publish a book, it would be like, well, could you just take the course to do that rather than having to, like, figure out the steps if you get what I mean?

Document the course. Like, Joe, Joe has an amazing course on how to, guess blog. Right? That’s if anyone has that on their action plan, they just link to that.

It’s beautiful. And then that that is gonna, like, you could work through that so quickly and get such amazing results because that’s a system she’s she’s giving you, right, on how to do it.

Turned it into a soap, whatever it is, but it’s a repeatable process.

Mhmm. Mhmm.

And that’s the way to look at everything everything here is a course, podcast, Instagram, YouTube, LinkedIn, it’s an opportunity.

How how to optimize your your your LinkedIn profile.

Right? Create a soap on that. Create a step by step process, and now you can offer that as a productized service to your clients.

Right?

And you can delegate it to people who have no experience in marketing or LinkedIn, which I’ve literally done. They these guys have know it when they start, but it’s because the it’s a it’s proven frameworks that they can build upon. Right? And they and they learn by by following a a process of system.

All of these are deliverables, signature offer, deliverable.

How to how to build a signature offer, subtract newsletter.

There’s probably one available that you can follow. And just as you’re as you’re launching your sub stack folder, create a how to guide, and just document yourself doing it.

It won’t be perfect right away. But at the end of it, I promise you, you’ll have a really cool process.

Right?

And then sell a course.

That’s all people do. Like, that’s that’s all that it is. Like, there’s there there’s not. It’s just getting into that mindset, right? Document everything. You can’t you and where to focus on focus on your onboarding process? Focus on your Let’s talk about your acquisition funnel, your sales and marketing funnel.

Right? There’s before, during and after. That’s what this is. This is sales and marketing funnel. There’s before, during and after.

And in your funnel, each of those is deliverable. A a lead magnet is a a deliverable.

Right? That’s a noun. So now you have a guide on how to how to create and launch a lead magnet.

Okay. There’s a course. And a client comes in, there’s a product type service. Right?

It’s a different it’s a subtle it’s I was trying to convey it, like, how can I get this across the right way? But it’s I hope it’s making sense, like, the the approach on it.

Yeah.

Oh, yeah. Certainly does kinda like I mentioned, in the last call and in the chat, just like, how it’s a bridge, you know, as, you know, people and business owners, we try and only do stuff that’s worth doing. And if it’s worth doing, it’s probably worth repeating and scaling. And to kinda make it as easy as possible and kinda like you said, ideally, delegated out.

So they can literally just look and say, Hey, if I need to do this, I do this. If for for some reason whatsoever, I’m lost, I go back here. Oh, here’s what’s to come. Where did I leave off?

Right? So it’s just super simple.

Bingo. And it’s like and any and it it don’t just think delegation.

Like, as a business owner and a freelancer, you’re by taking this approach and systemizing everything, you can not only delegate. You can automate.

That’s that’s, like, people think I delegate everything. No. You can automate a lot of stuff. Even mundane stuff like like like uploading receipts.

Okay? Like, when a receipt comes in, before I used to download the receipt, put it in zero, upload it to Hub Dog. So I I looked how can I how can I automate this? Okay.

Step one as the receipt comes in. Step two is I need to set the hubdoc. Step three is I need to upload it to zero. Okay.

Step one, I can I can use a filter in Gmail? Perfect. That’s gonna send it to hubdoc. Because Hubdot creates an email.

But how am I gonna get it to zero? Oh, there’s a plugin. So if I install the plugin, so now I create a folder, receipts come in, and it takes care of the process. Now that’s off my plate.

And before that, you’re then people argue well, hey, that only takes five minutes to do. Right? I’m gonna I have to blur this afterwards because I’m showing you.

But, like, the reality, it is, like, all this stuff that comes in, look at all these receipts.

One thousand three hundred and eighty two receipts.

It that that’s a lot of work.

Right? So by automating the process, it saves you time and it builds up. It’s five minutes here, five minutes here, five minutes here. But if I had it done and I did that for years, just to receive. Who cares? I’ll just upload it. Take five minutes out of I would put on on my daily checklist to do.

I never thought, wait a second, automate it. Three is a system. Here’s a process step by step. Done.

Right? Daily to do check checklists, you can I don’t work from them because you can you can automate or delegate ninety nine percent of the stuff? Right? I just work from from the calendar and I say, here, this is what I work on today. And then I build out systems, and there’s this links to my system that I’m building out. As I work through it, I document it. It could be video or steps or whatever it is, and then at the end of it, it’s repeatable.

Right. That makes sense. You know, not just the delegation, but the automation huge because you’re essentially just getting back more of your time so you can kinda compound that to whatever you wanna do.

And don’t discount those small things because as a business, especially when you get busier, those things add up. And it’s, like, you can treat this as, like, I’m turning this into, like, the authority status. Like, this is just a con bond. But if you notice here, this is like launch sub stack evergreen funnel. Right? Even each of these is a how to launch an evergreen funnel. And in here Right.

Those little things do add up. Like you said, even just receipts, be like a death by a thousand paper cuts kind of thing, you know.

Exactly. It’s you’d be surprised on the stuff. Right? You wanna automate as much as you can.

Because that stuff is gonna get you in the end. That’s why people get stressed. Right? And then you’re focused on working in the business.

That’s the biggest trap that business owners I don’t work in the business. I work on the business. My job is to is to coach and train my team. That is my job, period.

And and how I do that is, like, I create systems.

Right? And I and I allow them to make mistakes, and I mentor and coach them. That’s it. They run the business. I’m not involved in anything.

Right? And that frees up my time to spend with my family to do stuff I enjoy.

But I wouldn’t be able to do that if I didn’t have a system. It took a while to get to that point. Like, I’m not gonna say it’s easy, but when you make that mental shift and everything you turn into as a how to guide, you’ll start to see opportunities.

Right?

Does anyone at is that is it making sense overall to everybody?

Certainly. Yeah. No. Really well put too. For some reason, I’m just trying to get across in the robotic system with bridge now.

Yeah. It’s like this thing it’s think project because it’s the same it’s the same concept. It’s there’s no difference. It’s the same outcome.

How many of you you’re told, build a gantt chart, build a gantt chart, do an action plan.

Do a con bond board, do a work breakdown structure.

There there’s so much missed opportunity with this stuff.

It’s the same thing. It just create a system. They all achieve the same outcome.

Right? This is just the what? This is but you gotta dig in deep the how because I can’t delegate this. I can’t delegate a gantt chart.

I can delegate system.

Right? Because now there’s individual processes on how to clean the sink, how to clean the floor, how to do the bathtub. Because when I was cleaning it, I said step one, fill it fill it with a and people are like, well, you know what, why would you do a soap? This is a great analogy.

Why would you do a soap on filling a sink? Okay. If I said to you fill a sink and I said to another person fill the sink, you’re both thinking different things. I want the sink filled halfway with warm water, that I want a cup of cleaning solution.

Right? Just if I said you build a house and I want a house with two windows, I want, like, you’re both thinking different ways. So as mundane as you think it is, by thinking like that, you you get consistent results. Right? That and that that’s another is predictability. Right? It’s consistency, which is huge.

That is huge. Like, that makes me think of, like, when you talked about the sink, my wife, she does, like, training stores and fast food industry. So she goes into different stores and teaches them literally systems like this kind of like you said, literally, I think there’s a sync SOP for them. There’s an oven SOP.

There’s all all the systems, you know, Bingo.

Those are systems. People call them different things, soaps, whatever it is, but there’s they’re they’re step by step. Instructions on how to do something detailed so that you have consistent results. And once you you get it to that level, then you can delegate or automate because It’s all about achieving a specific outcome, right? That’s, but there’s a process to achieve that. You gotta figure that out and document it. That’s your job as a business owner.

That is your job to grow and scale is to is to create systems and systemize your business. It’s not to do the word. You can’t do both anyone who tells you you can do both is wrong. It’s impossible.

Your job is not to do the work. Your job is to work on the business, and you work on the business by creating systems, and then you can delegate it. You can hire people. Right?

Or even better, you hire people to to create the systems for you. You teach them this method, right, and then you hire a bookkeeper and then you make sure, like, I got burnt with that. Like, years ago, we had a bookkeeper and he left, and I was screwed. He didn’t document anything. And I was like, what what am I gonna do? And I learned from that quickly.

Right? So now you hire someone. They do the systems in the knowledge base. So if he leaves, who cares?

Fill in the blank. I hire anyone. Anyone can do it. I can do bookkeeping now.

Right?

Any questions on that?

I’d love to almost take the work of building out how to and then showing it to you, Jane or whatever that version is because I think it’s the getting confident in that behind one of the non negotiables.

Whatever that first one may be is What’s the deliverable you’re working on?

Sorry to Yeah.

I was just about to say. Honestly, it’s been one I think you shared on Slack.

How to extract all of your emails and contacts from existing inboxes to create an email list. Like, this is something that I have wanted to do. And I’m like, well, you know, what if I really have the need for that, then I’m it’s likely others because starting an email list is one of the hardest things.

To do. So where do you start from? So I’ve now been thinking, well, I should just make a how to you guy for that.

Bingo. That’s the first step in the process. You got it. You just now you’re thinking like a system, and that’s gonna be in your knowledge base.

That’s on the start. Create a new note. Literally like this. Creating a note, and and and don’t that’s the problem.

People make mistakes. Just start with this how to and bookmark this and just work from it. I’m gonna do this, then I’m gonna do this. Oh, no.

I’m not gonna do this. I’m gonna change this up. And by the end of the project, you’ll have a system.

No. Same thing. There’s no difference. People, instead of a gantt chart, now you’re creating a how to god.

And now you can delegate it. Ask for feedback. That’s exactly what you need to do. That’s step one.

Right? Use the and then how you do that, there’s different ways. Like, you wanna do a video? Sure.

Do a do a video, I’ll be doing it as well. Right? We use videos. We use checklists.

The the best ones were if it’s not too long enough as a video on a checklist. Right?

Just to make sure that there’s, like, your your processes there. But but your job is to is exactly what you said. Your job is to create these.

Create these or hire someone who knows this stuff better than you to create them for you. And then the test is that you can do it. Right?

If if my grandma should be able to sit down and do this.

Right? And then you get to that.

Like, when do you start to bring in people to can help you shortcut. And I think that’s what I keep going back to.

Like, hey, I could Google, I could learn, I could do the work of extracting, but then I think there’s that point at which finding people you trust, obviously, because there are always gonna be sensitive areas of your business.

Yeah. Twenty four years old. He manages a six hundred thousand dollar business by himself.

He when he first started working with me, He has no marketing experience. None.

J r, the I did a seminar on with copy hackers on how to do, AI, write articles guess who who came up with it. He’s in charge of it. Like, these guys, he has zero.

He didn’t even know what marketing was. But, like, he just got he got taught on the systems. Like, you I know these they do amazing work because they’re they follow clear processes to do it. It’s do this, do this, do this, do this, and I manage the process. And I and I define success by outcomes. I don’t care when they work. Complete effects of flexibility to work when they want.

I gauge them by outcomes, and I gauge them by following a proven process. That’s it. And once you create those, then you can delegate anything.

This is proof. This this is, like, I I I don’t know what they’re doing. The agency side, this is a million dollar business. I have no idea what they’re doing.

I I’m not even part of it. Val, this this guy right here, he runs everything. I have no idea what they do. He reports outcomes.

That’s it. And then I’m on our cash flows, and I work on systems.

And the end result is an amazing service for the client because that’s so important. Right? And I focus on client relationships, key client accounts.

I I focus on what matters.

They they work on him in the business. Val’s my integrator. This guy’s a genius. He what he didn’t start like that.

Well, he’s been a genius. He’s not I don’t want he is a genius. But he didn’t have the experience, like, to go into it. He just learned off processes.

Right?

And how did you find these people? I think that’s the other thing too.

Like, how do you build that start with one.

Start with your start Jeremy’s been with me for, like, that’s been with me for fifteen years. He’s been with me for, like, Jeremy’s been with me, like, six. J. R. Was hired because he’s his friend.

You know, start with one person and then build out your start with little things.

Right? Build your hire an assistant, and when you’re hiring your assistant, you just put them under operations. Right? And start with your first how to. Anyways, think think of admin mundane admin tasks that we do every single day. Turn those into a how to guide.

I love that. So where would you recommend going to find that one first person to to start, like, I mean, because I’m thinking back to the previous call.

Where Joanna said, like, hey, if you’re having a hard time building out your content for LinkedIn because whatever that may be, then then hire an RA And I’m like, now I’m going, well, I wanna find that person to start testing the building, the systems, and sort of offloading some of the work that You know, it’s slowing me down because it’s one of the areas that I need to be focused on, but don’t love it. I don’t love doing LinkedIn posts, to be honest.

You can automate that. We can delegate that out a hundred percent, to be honest. Like, I don’t easily like, the the I’ve been burnt a couple times. Like, find it’s not it’s hard to find someone that’s really good that you can trust.

But once you do, I’ve learned, like, you you take care of them. You you you give them, like, training, which is which is the systems, their proven processes, like, Jeremy loves direct response. It’s like he loves learning. Right?

You take care of them, you reward them, you let them make mistakes, and then you just you they stay with you. Right? That’s the biggest thing that I’ve learned.

And how did you find that? Like, where did you, you know, in that process of trying to get that person who starts, let’s say, for eight hours a week?

Jeremy was like, who is it the first one? Vit Vit started on this is like so Vit contributes to the WordPress core. Okay? He started when he was with me. He was twenty two years old. And I think he was, like, I was looking for, like, a freelancer to do some WordPress stuff.

And he was, he was out of the Philippines. He’s been with me for, like, god, fifteen, twenty years. I’m godfather to his kids now, but it was building that relationship and and building them up, building them up, building them up, building them up, building them up, and then just helping them succeed. Right?

You you that’s probably in a nutshell. You help them succeed and and achieve what they want, you give them flexibility and stuff. And and I did that with systems. I wouldn’t be able to do it if I didn’t.

Right? We have a whole thing on WordPress support. We’re launching WP total care. Very soon.

Right? So here’s the board. I gotta make sure they they do all this. So here’s the board.

Here’s the system I’m setting Our goal is a is a hundred thousand active customers, a hundred million annual revenue by two thousand thirty three. That’s a bag. I’m not gonna say we’re doing it, but that’s the goal. And this is a system.

Right? Each of these rocks is a is gonna be a process. Here’s my q my q one rocks This is this is a system, and all of these are my deliverals I’m gonna do. I’m gonna create the website, I’m gonna do the pricing plans, I’m gonna do the services, the plans, And then I’m gonna take this, and I’m gonna delegate it out completely. And then I’ll move on to the next business.

Rints and repeat.

And where did you find the people? Did you find, like, you went to fiverr or Upwork?

Yeah.

Up work, you said, Johnson?

Yeah. Yeah. I’m I’m using it right now to hire someone for the social media side of things.

Yeah. And how are you vetting them in a way that, like, obviously, they get good reviews, etcetera. So I think because it’s I’m I’m on that same camp. I wanna find somebody. I I want I wanna kinda build that rapport quickly because it’s time to find and hired.

Yeah.

I mean, you got, like, you you’re gonna get ten, twenty proposals to your to your job.

And usually, I think it’s fine to just shortlist down to two or three.

And give a test project and just be willing to to spend some money to figure out who’s the best That’s really cool, John.

And can I share can you share a little bit about what you’ve learned out of the process that you’re doing going through right now?

Yeah. Yeah. Sure. Watch out for fake accounts. There’s a ton of fake accounts. It’s kinda crazy.

Watch out for AI generated proposals. They’re really I think they’re quite easy to spot. But if they’re not easy to spot, then at least they’re doing a good job in their, in their prompting.

And yeah, I’m hopping on a, a video call with each of them before I explain the test project just so I can get a vibe from them as well.

And see if see if we’re a good match.

But, then what I’m doing is sending, a loom of me creating a carousel for LinkedIn explaining to them a little bit as I go, and then asking them, giving them a new script and asking them to, to follow that process, and, and see who who who basically does better.

I love it. And a quick question, how you considered the idea of finding somebody who already is the expert in all things LinkedIn or are you looking for somebody who you could train on that?

I think there’s a lot of VA’s now who are have some experience on LinkedIn, and I think it depends a lot on your strategy.

If you’re totally cool with kind of like, just slowly growing the account and and your followers and, and, being too too, overly worried with it at it, then I think you can get by with someone who’s just a decent virtual virtual system. But personally, I think that then you miss out on a lot of the, kind of extraordinary opportunities that can come out of of, the the the networking process of of LinkedIn. So I I still wanna be kind of top level the one who’s responding to comments, the one who’s leaving comments on posts, for the most part, but either the majority of my work on LinkedIn is is in the the designing of the the carousels. And so I I just wanna make sure that that takes up as little time as possible.

Yeah. Yeah.

But I did think about running all of my previous comments through it, like, into a, an AI assistant in playground. And using that to see if it could generate responses that sounded enough like me that I could hand that, that bot over to to a a virtual assistant, and then they could just, respond on my back.

Yeah. It’s interesting.

I looked at Tap Leo, and I I’m not sure if I’m gonna continue with it because I was doing a one month on it, and they do have the ability where somebody where they don’t have direct access in your LinkedIn account, they can potentially write posts and send them to you and then you can review them and then schedule them or It’s Yeah.

I don’t think Tapair is really I don’t it’s okay. It’s it’s but I don’t think it’s great. And I think it would just be better better off, personally, training a virtual assistant to who who gets to understand you, your process, the stuff that you’re interested in, and can become like a, you know, a partner in writing.

Yeah.

What one of the things to do is, like, there’s there’s two types of assistance. Right? There’s, like, what I do is you have it doesn’t once you create your process, a step by step guide, it doesn’t matter who you hire, to be honest. You can as long as the the outcome is there and you teach them how to do that, anyone can do it.

But there’s the other type of hire is to send them a video and say to them, take this video and create a step by step process from that video, and then have them send you the soap.

Right, because ideally you wanna hire someone that is capable of doing that, right, to help you set up these systems and automate.

And you’d be surprised on on it it it seems simple, but it’s not for people to think like that. Right?

That’s worked well. Like, we did that for optimizing WordPress page speed. I sent a video and asked people to to, turn that into a soap. And then we they sent the soap. We paid them, like, a hundred bucks. It and we didn’t have them do all of it, but, like, a couple of pages, and then we we hired based off that. Right?

That’s really interesting.

Yeah. But don’t but I’m I’m like, if you get freelancers and stuff, like, Most of the stuff, like, if you get how to guides, you don’t have to worry about, like, who cares if if they’re freelancers, they’re gonna come and go. Don’t wanna work with you full time, have them. Right?

Or you don’t have them could be outsourcing it. I don’t care as long as they follow the process. It doesn’t matter to me. If you’re gonna hire someone like a virtual assistant and you you wanna mentor them and coach them, Right?

Do what I do and and sort of test them.

Yeah. It’s so interesting because I hear the two sides of Hey, you could put higher than knowledge base of somebody, let’s say, in a specific expertise domain area of LinkedIn.

And you could have them do some work for you then help create SOP for you to follow.

If that is something that they would do.

And then from that expertise, you can learn and do at the same time and create some how to for or yourself.

And then eventually you could hire a VA, you know, to help you keep the longevity of the how to going of LinkedIn posting. I mean, I’m I’m I’m thinking this all out loud as I go because LinkedIn is the bait of my existence.

I do not like it, but Take a course, document the process on it.

There’s there’s your process. And then as long as you achieve the outcome, You good? It’ll change over time, but your VA will, like, like, Jeremy knew nothing about GMB before that. Now he’s an expert.

That changes so fast that overnight, like, anyone who says they know everything about anything is is lying. Like, it’s impossible and just changes so quickly. But that’s where that’s the opportunity. You get them to update the guides, the soaps, whatever you wanna call them.

That’s their responsibility. Right?

Yeah. And if as long as the outcome’s the same, but I a lot of people, that’s the screw up too, is people don’t get clear on what exactly what they want.

Right? As long as you’re clear on the outcome, how you get there can change over time. But but as long as you’re you know exactly what you want and what success looks like, you can figure out how to get there. You can create a process, and then you can document that process. Then you can delegate and automate.

I also wouldn’t be worried about getting it, like, I wouldn’t worry about optimizing that process too much either. Like, it’s such a messy experience, social media, and and growing LinkedIn, and Like, it’s it’s not gonna be, like, it’s it’s it’s never gonna be perfect. And I think what’s most important is just, like, getting the right attitude, getting the right system.

It might be do this though.

Like, here’s the that’s a great question. So here’s the the social media. Right? So you’re whenever you have them do something, you’re linking to the system, and this is a living document.

This how to guide is a living document. So every time he goes in and he optimizes his GMV profile, right, it may be different. And if that’s the case, then he just updates the step. So this is a living, breathing document that’s assigned to him.

So step one, this may not be relevant. In a time. Okay. I’m just gonna update this. I’m gonna update I’ll remove this step. I’ll remove this step, but you’re always working from this document.

Does that make sense?

And that’s that’s the secret. Right? That’s one of the the the ways that you you systemize your business.

I love systems. Yeah. It’s just the how to and what system to start with.

And How about we do one together?

Do you wanna do you and I will work together and we’ll start I will I’m gonna put this together because I wanted to use Joe’s that was relevant because it it is a bit of a mindset and it’s a shift, but I wanted to do this as an example, but I’ll let me work with you on that. Will pick one of the things you’re working on, and then you and I are gonna organize it, and that’s gonna be your very first system.

I love that. And then you know what it’s gonna be? It’s gonna be my email list.

So how let’s break that down. So what is the what is the outcome that you wanna achieve?

Well, I mean, I’m so curious how many latent emails I okay. Yeah. It’s a good question. So first of all, I’m gonna walk through what’s on my mind. What what number of emails do I have that are potential opportunities within my Email accounts.

You’re gonna segment your list.

That’s the first step.

We’ll extract my list first.

You’re gonna extract your list, then you’re gonna segment. Then what’s next?

And I’m gonna segment.

And then I’m gonna Define segment.

What are you segmenting by?

Well, I’m gonna leave that one for a second, but I think what I’m gonna do is I’m gonna check to how clean the list is.

So you’re gonna clean your list first. So that’s the first step.

And then check deliverability somehow. Then I’m probably then gonna segment my list on what criteria?

Maybe, we’ll figure that out as we go and we’ll document it.

Six. So and then six is, okay, taking that list and then setting it up with an email marketing platform.

There you go. Now you have now we’re gonna document that, put a how to, whatever the outcome is, and then it’s a repeatable process. So now you can do it if they ever come across that task again. And that’s an evergreen task, meaning that it’s never gonna change.

The tools may change, but the you’re still had a segment of list inside a segment of whether to use a tag or what it is. Right? And now if you wanted to, you could delegate that to someone and say segment my list, and then I’m gonna send this evergreen campaign from this list, and now you’re gonna have a how to guide on the other you see how it all connects?

Yeah. And I think the question too becomes how do you I’ve always wondered how you take personal emails to your personal inbox and then clean them and make sure you can deliver to them.

We’ll figure that out and we’ll create a we’ll create the anything like that Yeah. Is a process that you that you can do anything. It’s just there’s a process. You gotta figure out how to get that and you gotta document that process. We’ll figure it out and we’ll document it as we go. And we’ll save it, and that’s the first thing that’s gonna be in your system.

I love it. That’s my that’s my project or my system.

Well, it’s it’s one of the piece, and that’s related. So so the the trick, and I think what Joe’s what she wants you to do these daily these daily things because it’s it should be part of your your overarching goal. Like any of these non negotiables need to support a goal.

Yeah. Okay. They they need to, like, the related to the health. Like, you focus on the twenty percent that is gonna help you achieve eighty percent of your goal. We all have a goal to achieve celebrity status. All your non negotiables need to support that.

Right? And they’re gonna be subsets of this.

And that’s the question of where you’re and then I don’t know the to it is like you said. Okay. If I have that email list, how many of them can I actually use? How many can I potentially put into a newsletter or email to drive sub stack? But when I have that email list and I have a clean deliverable I feel like there’s a a sense of, you know, knowing where I’m at because everyone talks about re algorithm could change from a social media perspective, but you always have the bankable, you know, email list that could convert into paying at any time that you choose to do maybe a course or a webinar or etcetera.

So that’s kind of the work But Can I can I give you an opportunity?

Yeah. Talk to Joe about creating a course on how to launch a sub stack newsletter.

There’s there’s opportunities everywhere because that’s what the course is. It’s a detailed step by step how’s you guide. And anyone can figure it there is a process that you need to follow. It will change.

Yes. Technology changes. I get it. But if that happens, it’s little tweaks.

That’s the opportunity.

Right? You just said two systems to me. You said a system on how to segment and clean your email list and a system on how to launch a sub stack newsletter. Yeah.

There’s opportunities for both of those. It’s what you do with them afterwards. And if you don’t document and do what we said, you don’t have those opportunities. Yeah.

You see the difference?

Yeah.

Think system. So do that. I I would do that. Of course, if it’s a good course, you gotta learn how to do it anyways. Correct me if I’m wrong, it’s not gonna do itself.

Yeah. No. That completely reminds me of something I’m working on with a fellow marketer. It’s like, we’re reaching out to some chiropractors and physical therapists, and a lot of them have, like, large lists of people that haven’t come in for, like, an adjustment or, like, just kinda touching base to see whether at, like, mentally wise or health wise.

And one of the things we’re working on is, yeah, learning how to clean their list properly so then we can, a segment to people who haven’t been in, like, six plus months versus people who haven’t been like a year out, you know. So it’s like, obviously, the people that are year out are gonna need a little bit more nurturing and things like, hey, you know, these three reasons are why it’d be great to come in. Here’s a fifty percent offer. Take your first one free, and then we’ll give you what whatever the offer is.

The offer is still being milled over. But that exact same thing is where we’re starting. So it’s like, I’d love to get on with you guys more about, like, the the scrubbing and the email things like that because that’s, like, one of my main focuses for sure.

And one of you need you need process. I’ll tell you why. Because in Canada, you have to segment if they haven’t contacted you within two years, you can’t email them. Oh.

But you need a process that that’s why you document it. Right? And it and you in it the outcome is to send okay. Let’s talk about the outcome.

Your outcome isn’t to is to segment and clean an email list. Your outcome is to send a segment and keep clean an email list in Canada or you could have three different soaps depending in there’s Europe, there’s a different process.

In Canada, there’s a different process, the US has a double opt in. It’s implied consent.

You have to have these processes. You have to document it because you’re gonna get in trouble down. You can get sued for that. Right.

If you don’t have a process, what are you gonna do?

And nobody has it ask anyone. Hey, do you have a process on, like, sending an email list in Canada? I do. They don’t. So what you’re sending you mean you’re emailing people? You know, you’re not following a process?

Now we’re just going in swinging, man.

That’s and that’s what people do. They figured out as they go, which is good, but you don’t they’re not documenting it, and they’re not saving it.

They’re doing themselves in justice because they’re missing out on an opportunity. Each of these is an opportunity. Every single one of them.

Yeah. And it’s so true. No. And where are you based?

I’m in Oregon, North America.

Yeah. And that’s the I think doesn’t Canada have double opt in too?

No. You have to it’s over it is, but it no. No. It doesn’t have double opt in here.

It’s, like, over two years. If they haven’t taken any action or contacted you, you can’t email them. And then they used to have implied consent, but it’s only implied consent if they schedule the the console. Like, if you and that doesn’t involve text.

There’s a whole different set of rules for texting. Just because you schedule a console doesn’t mean I can you. I can email you. That’s implied consent.

Text is double opt in. And it has to be within a certain, like, there’s certain rules. You gotta document that. Right?

Right. I love that idea of, like, you do. We do. Like, there was a really good realtor in, when I was working in real estate, she would train her team and she had crazy systems like that and want her very first system, which is you do, we do, then they do. So it’s like build that system out, do it a little bit together, and then they’re just fully on their own, which it sounds like exactly what you’ve you’ve done, Shane.

You need to. And if you don’t if you wanna start hiring VA’s and delegating and stuff, you need to systems. You need to literally have your business run on how tos.

And then and then you’re not managing you’re setting them up, but then you’re the person that you’re hiring to manage these, you put it in their job description that they’re responsible for maintaining these. Right? And just by the nature of doing it, and literally they work from these when they do the task. Like, they have this open, and they’re like, check, check, check, check, check.

And as it changes, they’re updating it as they go. So it’s always it’s always a living document. Right?

I set up any evergreen funnel. Step one. Check. Check check check check check. Oh, this worked.

I’m gonna update this. Right? I’m gonna do this. Love that.

Yeah. This isn’t working very good. This is killing it. So let’s just replace this with that.

So You got it. And now it’s a living document that was always there, and then it’s like, and that’s this is a course. I could easily turn this into a course. I could easily turn this into, a a bunch. I could do so much with this. Right?

Yeah.

It’s funny how it’s still, like, reminiscent of, like, building out pillar content, if we build out like a newsletter, then you can sort of repurpose a portion of that as a blog or as a YouTube short or or as whatever it is, but there’s the same similar methodology with the system going into a course or if you have a process, yeah. If you have the process.

Right.

If if you treat each one as a system and a how to, absolutely, you can. And that and that’s where you have the opportunities. Like, it’s and then eventually you can do what other people do. Like, they’ll hire other people to build the systems for them, which is, of course, Right?

The you hire someone to build a course. You’re hiring them to build a system. Same thing. You’re just gonna sell that course.

You can turn it into a product if you really wanted to, but you’re gonna have them document the whole step, a to z. Because that’s gonna be the course.

Make sense?

Yeah. Totally. Love that way of thinking about it too, for sure. Definitely some mind opening stuff there?

It is a my I know it’s a shift and I was trying to, like, I was trying to figure out, like, what’s the best way to do it.

And I think another way is my like, I’ll work with you manique, and we’ll we’ll start building out your system step by step.

Starting with what you’re working on, and we’ll use this as a plan. And then that’s gonna help people sort registered as well. Okay?

Yeah. This is great.

Did it make sense that it came across? Like, I was hoping I was I was struggling like, how can I explain this? Like, I was trying to get across, like, because I know it’s a bit of a mind bend when you something versus a system versus like a plan versus a marketing plan. It’s a subtle difference, but it’s a big one.

Well, and I think it’s even discovering within the how to guide that there are going to be areas where And I keep going back when somebody asks you, like, oh, how did you do that within the obvious thoughts, odds of where you’re doing something?

Then that becomes another how to guide as well. Right? Because that expert curse, you start to forget where your knowledge is is just automatic. And then the other moments where you have people say, oh, how’d you do that? Then that becomes the chain, you know, and and it’s sort of like embedding those in places that, essentially, it starts with an idea. Like, my idea is I’d like to get an email list for what personal contacts and start the process of cleaning them and segmenting them and then selecting the right service, email marketing platform, because quite honestly, there’s so many of them. It’s they’re so expensive if you don’t pick the right one, and it’s super confusing.

And I feel like the process of even selecting an e email marketing platform is, of course, in itself, Yeah.

What’s the last Nolan, what’s the last deliverable you just did with the client?

We were working on a It was a marketing business who markets to cash based physical therapist, which I didn’t even know was a thing. So their thing is, like, in ninety days or less, we’ll get you thirty k of revenue where we work with you for free.

And, yeah, that’s what’s Well, what did you create for them?

Like, you created a website? Yeah. So if if I asked you to hand me a step by step how to guide, could you do it? No. That’s that’s the missed opportunity. Exactly.

What you just told me I didn’t document it.

Exactly. Now it will.

Next time, you better believe I’m gonna be recording.

That’s huge. Yeah.

Exactly. If you do it anyways, people do it anyways, but they have a project mindset. There’s a start and an end date. Wow. That’s not the way to look at it.

It’s like, no. There’s a bridge or whatever the house, whatever you wanna build metaphorically. We’re coming back into it, you know.

You got it. Bill that. You got it.

That’s I don’t know why.

Maybe it’s because I watched Lord of the Rings recently. I keep picturing, like, this medieval, like, three foot long river in, like, this whole family jumping over, jumping over to get to their house every time. But it’s like, no. Just build the bridge or the bakery or whatever this system is because it’s gonna be repeatable scalable regardless if they’re infants that can’t jump it, elderly people. Like, it just needs to be easy, reputable, and scalable. Exactly.

Yeah. And you’re doing it anyways. You’re you’re you’re you did that anyways. All you had to do was instead of that project plan, just work, and it’s so much easier. You have a page.

I just don’t build the bridge. I jumped over the river, like, oh, there’s not gonna jump back. Yeah.

Yeah. No. And it would be so interesting if you could do a Loom video pretending that you started from beginning knowing what you know and just do what you did on my video.

As you go, you’re moving somewhere. What you and I just did? Same thing. You’re moving stuff around.

You’re like, start, and it’s a living document. You just link to that living document and you book time to work on it. That’s it. Right.

You you’re struck, and that’s your daily non negotiable. I’m gonna spend one hour a day working on my email list.

And then you’re gonna wait two minutes.

After this call, but, like, what did I do since I’m still kind of working on it? So it’s still very fresh. Obviously, had I been doing it as I was doing it? That’s ideal. You know?

Exactly. And then your documents Right.

Then in there, and you’re like, oh, this kinda suck. Oh, this worked really well. Now I’m kinda like, Did that work well? Did I go back? You know? Yeah.

Well, and then you could take the transcript of you talking through the video and turn it give it to chat GBT and say, turn into a step by step process.

I got it. You got it. Now you’re thinking. Record yourself. I do that with little mundane task. And I and I transcribe it and I turn it into because you never know.

Right? Yeah. You never know. And before you know it, you’ll have hundreds of little how to’s in their evergreen. They are never gonna change. The process is always the same.

And then you step back.

That’s my goal. I’ve gotta learn how to do this.

Well, we’re gonna I’m gonna work with you on it.

I’m gonna work with you on we’re gonna you and I will spend some time and we’ll work on the the pro because it just so to reinforce it. And we’ll start building out the first thing is to build out your knowledge base. Right? Have those three folders, operations, your finance admin, and then your sales and marketing. The the the operations or the sales and marketing and the finance admin, those are your core functions. Those support your operations, and your operations is delivering the service.

Yeah.

Right? Then make those distinction, and then you’re good. And this create how to guys each of them and then you’re golden.

How to invoice a client, how to there’s a process for that. Right?

Oh my god. How to build proposals?

Bingo.

And then you can you can outsource that and delegate. Here’s how to build a proposal? Okay. Let’s let’s think like a system Okay? Let’s let’s do a discovery call with the client. Let’s create a story framework.

Let’s ask those questions in the same steps as the story framework. Let’s take that, transcribe it, and then let’s you see what we’re doing. We’re creating a process.

Yeah. I know.

I just had it And then let’s send it to design.

I just had this whole conversation with, people who, you know, are trying to negotiate payment terms, for example, and have the conversation about, you know, you’ve gotta put in and I’ve told them, like, you’ve gotta make sure that you put on the interest if it’s, you know, so that If they don’t pay, you’re not getting mad, accounting them. The the reality is is, you know, it’s passive income until you get paid. Now granted you wanna get paid the full amount, Like, I never thought about that, but there’s all these nuggets that are in us that, you know, are able, you know, to be shared.

Like you said, even on a invoice. Like, what are the key things about an invoice that are gonna protect you, for example?

Ask anyone in the group, hey, sending a proposal. Can anyone send me their step by step process and how they do it?

Yeah. It’s all in their head. Yep. Right. And that’s a missed opportunity.

Yep. And then that means okay. They may function in their head. But they can’t they can’t delegate it. They can’t automate it, and that’s the trap. Because once you get in the trap, you’re working on the in the business.

And if you’re working on it in the business, you’re screwed. You’re gonna it’s gonna lean to burn out.

You’re gonna There’s gonna be so many hours in the day, you know.

Exactly. You got it.

But ironically no one has I need a system for my client outreach because it’s definitely in my head, and I gamify in a Excel spreadsheet, but I need to just have it systemized.

Like, Yeah.

Oh, yeah. I would know and I would definitely, hey, we can cheat. We could be like, this is my how to guy. I’ll change it. It becomes a exchange retailers out to you guys.

For sure. Yeah. No. And it’s fun because you can kinda gamified, like, all my conversion rate sucks with this kind of business, or it’s like my I need to work on this portion of it and you can kinda see I can see that being implemented in the system and being like, okay. This sucks. We’re gonna scrap it or consistently trying to hone in on it and just make it more.

Even ask if you ask anyone in the group, like, your social media say, well, does anyone, like, post on social media? Yeah. I do. And then ask for the step by step how to guide.

They won’t be able to give it to you. And the missed opportunity is that you can delegate that stuff. Well, no. I’m not gonna do.

I’m looking for a VA, but you’re looking for a VA. You don’t have the process yet. Build the process and then hire your VA, and then now you have something to gauge the success by whether they’re they’re doing a good job or not because you have a proven process.

Yeah. It’s all about that for sure.

Yeah. It’s simple. So okay. I’m glad you guys, like, it’s I was trying to okay. It it is helpful. It it came across. Okay.

Very, very well spoken.

I think Yeah.

I’ll work with you, Monica, Monique. Sorry. We’ll we’ll we’ll work together, buddy. Do you want Nolan, I can work with you too, buddy. If you wanna, like, work on some.

I would love that for sure.

And we can both start with the with the authority plan.

Like, just looking at that, and we’ll start with one of the deliverables.

Like, what do you What’s the first thing that you’re working on, Nolan, for your authority plan?

For me right now, it’s like my productized services because I have a couple clients that I’ve worked with in the past, and they’re like, was trying to negotiate, and I know everyone wants to pay down here to get up here. So it’s just like I just wanna have my services out there and like, this is what it is. If you want it, great. If not, I don’t I don’t really like to negotiate things like that. It’s, like, I feel like they disrespect my business at that point in time, and it’s, like, I don’t really wanna not that I don’t wanna work with them, but it’s just like, I would prefer just being, like, This is the price set in stone, and that’s it. Okay.

So the outcome is, let’s use a framework. Right? The outcome is that you wanna productize a service in your in your company Correct?

Right.

Now to get to that point, the very first step that we’re gonna need to do is you need to look at the services within the past couple of years that you’ve delivered and you wanna focus on the twenty percent of services that generated eighty percent on your your revenue, the high ticket stuff, okay, or the stuff that you’re frequently delivering.

That’s the first step. Then once you know that, you can identify the product that you’re actually gonna productize.

Then the second step is that the actual process to productize that service, and it just so happens, Joanna has a really cool course on that. That’s your process. And at the end of it, you take that how to manual and you productize another service. Then you can’t dispute.

Course is that?

I I don’t know if it’s launched yet.

Ryan’s doing it right now.

Sorry. Is it right? Yeah. I think he’s I think he’s doing it right, but that’s what he’s doing.

Oh, the productized service one.

Yeah. The productized service.

That’s Oh, yeah.

Good call.

That’s your how to guide.

And we can we can build that out and then document it. But then we’re also gonna have to get into let’s let’s look at something else you’re gonna have to automate. When part of automating your creating product high service is finalizing your sales funnel.

You’re gonna have to create a sales pipeline. You’re gonna have to do your marketing funnel.

Those are systems you’re gonna have to create.

Right.

You might you have to document them. Right? And then you save those to your knowledge base. Now you have four different how to guides So as simple as that.

So open up a Google doc, literally name it how to, and then link to it from your the plan that Joe has, the authority plan.

Are you working on that now?

Is that when it’s due this quarter?

I believe so. Yeah.

Is it? So put it here. Literally do this, buddy. You do this as, like, literally do this. It’s so, like, don’t over complicate it.

So say it’s in the shop.

Literally do this. How to productize, you know, a service, and then link to the how to document, and then you just and then that opens up and then just work from it. That’s your perfect plan. Figure out as you go.

I’m literally doing that after this, call.

You see how simple that is?

And people do, like, hand charts and you wanna sit on the email one, because I would love productized services the next thing to do.

Honestly, like, I feel like once I have a productized service, and that email base, they kinda are together starting point.

That’d be the only one without the other. Right? You’ll need the you can’t do one to figure it out. Yeah. Exactly.

Yep.

So I’d know, and I’d happily go in, like, if we wanna sit together and do the email and then prioritize service, that would be to really great how to guys, I think, to get me going.

Share the plan. You guys share this with me both of you and then and then figure out the trick is in each quarter.

This right here is a process. You can’t do what are you gonna do in q one? What are you gonna do in q two? In q one, you’re gonna productize a service.

What you’re really saying is you’re gonna create a step by step process to productize the service. And the end of it, you’re gonna have your process documented. What are we gonna do in q two? Well, you’re gonna sell and market that.

Right? That’s and that’s what Jill’s trying to to teach you guys, right, each to look at it that way.

Right. And then don’t link, and you’re oh, it’s so simplifying it, guys.

Like Right.

It’s literally just breaking it down to very first principles, like engineering stuff. I love that.

Bingo. And not only that, buddy. Think about it. All you’re doing don’t get caught up on, like, these stupid task management stuff. Like, people time block individual tasks, that’s mind numbing. No.

Just block out time to work on your authority status, link to your the authority on it, and then just work from your online document. Pick up where you left off.

Exactly. You see how long that is. So easy to follow, and that just makes perfect sense honestly.

Exactly. And that and that’s the way to do everything in your business.

And It’s always so over complicated, but there’s this.

There’s this. And it’s like, man, there’s so many opportunities, but it’s, like, really just systemize it, and there won’t be as many opportunities, you know, hone in on what matters, you know.

Exactly. And your project plan is a how to guide. That’s it.

Yeah.

I mean, I’d love to have one productized service by the end of January that I could send you an you know, email list in on social media and just say, here it is to your point, and all I’m like I can help you.

If you want to do the productized service, we we have about ten, fifteen productized service.

As we’ve launched. We make one service makes about a hundred k, a year. So I can help you guys with that step by step because part of the process is you’re gonna have to you you you’re gonna have to have a system to to market it to sell it than deliver the service as well. Right? But that’s easy. That’s just con that’s just can ban. It’s to do doing done, and then you but you automate it, that what you’re gonna need is part of your process that you’re gonna have is like a client discovery, but you’re gonna automate that.

Right? And that’s gonna give you everything you need to build it. And then at the end, the trick with a productized service is not to do it, just to automate it and delegate it.

Right? Your job is to build the system not to not to do the work. Right.

I feel it.

That’s if you wanna scale.

I feel like if we do one productized service to three of us altogether from beginning to end as you describe it, Shane, I would, like, have a massive unlock.

You guys wanna if you guys wanna pick a service, the productized service, I will help you guys. I promise you guys in three months, will you’ll have a fully productized service. I’ll even do to help you guys. I don’t mind.

Like, I I’m all of it win win, like, succeeding in life. I’d like to help people is I will my agency will do the the this stuff. Like, we’ll we’ll code it for you. We’ll do all that stuff.

Right? I’ll I’ll walk you guys through the what we just did on building the system. The end goal will have a complete system on how to launch a productized service.

The stuff like the landing pages and all that stuff my agency will take care of will use WordPress.

We’ll we’ll we’ll do that for you. And in the end of three months, you will literally have a productized service you can give to the students and say, well, I’m gonna I’m gonna start making money from this.

Oh my gosh. That’s it.

But it’s easy, though, guys. It’s but it’s it’s it’s possible and it’s easy as long as you approach it as a how to guide.

Right? Right.

So it’s That’s the productized service.

That’s it.

Yeah. Without those systems, it’s just so overwhelming because there’s so many moving pieces. And there doesn’t need to be that many moving pieces. I know.

Focus on the twenty percent that is gonna achieve eighty percent of your results. That’s it.

I’m not sure if that is yet, but I’m willing to get jump on in So what would be what would be the next meeting type?

Like, where Nolan and I could no.

Are you What would you can send me your authority plans, but send me those authority plans.

I’ll bookmark them. I’m gonna create a system. I’m gonna I’m gonna do what I’m doing. I’m gonna I live this stuff.

Seventy authority plans, I’m gonna create a system to help you guys launch product high service. Okay? Then we’re gonna work from that and and then I’ll show you how the first step is we have to define, okay, we know what the outcome is, and we know what you guys wanna achieve celebrity status. You’ve chosen your one thing.

Then once that’s done, we’re gonna start if you wanna start with a product size service, that’s fine. We’re gonna schedule it out.

And we’re not we’re not gonna get caught up where it’s like, In q one, I’m gonna do this phase. In q two, I’m gonna do this phase. No. We’re gonna say, by the end of q two, we’re gonna have a fully productized service. You’re gonna link to a how to check mark list. That’s it. And we’re gonna figure it as we go.

Easy, peasy. Right.

Love that out. It’s just like simple reverse engineer. Like, what do we want? Okay. Let’s just work a little bit backwards straight lines for That’s it, man. Not branching out over here. We’re not branching out over there.

Think about it two calendars. Like, I’m a bit of geek with time management, about how, like, mind numbing that is when people, like, actually time block specific tasks. That’s insane.

Rate time block outcomes.

Just set aside time. Everyone, well, what is my one thing that I should be working on? My my non negotiable?

What they’re really saying is I’m not clear on on the outcome that I want. I’m not clear on my goals because if you don’t know the outcome or the goal, you can’t you don’t know the process to get there, and that that’s what they’re confused about. Right? That’s the issue.

Right? And then when you block, you time block, you just focus on progress. Today, I’m gonna work on my authority site. I’m gonna open up the how to document, and I’m just gonna pick up where I left off and move to the next step. And then I promise you in three months, you’re gonna have something really good.

Awesome. Love that.

Alright, guys?

Okay. Is it the but it made sense. Everyone, any last questions before we go, I know we always stay longer than it’s, any other any other questions on that?

No. I think it’s just letting it all sync sync in.

Yeah. Let it sync in, and I and it’s gonna really sync in when we do it together and also give everyone else examples of it, including, like, how to set up the knowledge base because you’re really setting up your system on how to run your business. Right?

As well. And we make a here’s another tip. When you’re creating your product type service, you’re gonna need to invoice clients. You’re gonna wanna automate you’re gonna need a you’re gonna need a how to guide on how to invoice clients.

Right. And see how it connects? And before you know it, you have, like, from that one productized service, you’re gonna have twenty different how to guides in each different department that night you can automate or delegate.

Well, I do have a business.

Exactly. Now you’re systemizing your business. Exactly. And that’s the mindset to have. Right?

Right.

It’s a big it’s a subtle one, man, but it’s it’s a big one. Right?

Well, and one of the things that I’ve really been thinking about that Joanna had said is that you don’t actually need a website. You just need a landing page, which is can be within Stripe.

And I was like, that’s a bit of a I don’t even have a website, guys.

Yeah. You don’t even need a website. No.

And this There’s different ways.

And that’s a lot a lot of where I’ve been hung up on my business is the fact that I don’t have a website up.

And I’ve sort of It depends on your strategy.

You don’t need a website.

It depends on I know.

And I think that is in itself a how to guide. Like, by the way, you don’t need a website to have a very profitable business. And here’s how you can have a landing page and a place where you create these services. Like, I think that’s that how to guide is a value alone.

Well, the the the how to guide on that is it’s a it’s so that there is a there is a guy. That’s what we did as partner Right? So we have agency partners we work with, where they white label all of our our work. Right? So we’re doing the work. And but their clients don’t know it, but the work we’re doing is product sized and delegated out.

So I don’t we don’t have a website because I don’t need to because we always have business coming in. And then the the services are all productized, systemized, and then it allows me to do like, I have a lot of time on my hands because it’s I can.

Right? I have two kids, but it’s but it’s building the system to get up to that. Right?

That’s the secret. That’s that there’s a whole that’s that’s what you do. Right? Right?

Definitely working a lot smarter than harder, but like you said, it wasn’t like you couldn’t just flip a switch on it, like, work smarter.

You had to work hard to learn and fail from and no one thinks like this guys trust me.

Nobody thinks systems. That’s why there’s such burnout. That’s why people get, like, frustrated. That’s why everyone’s saying Don’t do agency work.

Don’t do agency work. But you hear Joe say, yeah, do agency work. There’s a lot of money to be made. What she’s really saying is system Like, she’s she you don’t think she has.

It doesn’t have a a clear cut system and processes in place to deliver? You bet she does.

Right.

Right? And that’s what she’s really but people will start an agency, but they won’t think they don’t even have their services productized. That’s crazy.

I feel like that’s you gotta set that up early for your Exactly.

You don’t need custom work, you you just need to solve problems.

Right. Right. This is it. Either you want it or you don’t. If not, there’s thirty million businesses in just the US alone.

So Well, yeah, but the beauty of it is you don’t you don’t need to tell they don’t need to they’re they’re getting an amazing product and because it’s a systemized and you’re you’re ensuring consistent results.

They’re actually getting a better product than this custom stuff. Right? But you don’t have to sell it as that. Right?

Like, when we deal with the clients, we’ll we’ll charge, like, say, like, twenty grand for a website. It’s a proven system that we use. We use ADA framework. You don’t think it’s a step by step process.

They it’s custom, but it’s not. Right? Yeah. That’s the key. That’s the trick. But if you don’t think like that and you start an agency, you’re done.

You’re burnt out. I’ve been there. Trust me. You don’t wanna go there. It’s depressing. I I had depression because of It’s, like, this is years and years ago.

You don’t wanna you don’t wanna go, man. This stuff works. I have a clinic in Los Angeles. I have rental properties an agency, multiple productized services going on, kids, and it’s all systemized, right?

That I’m not I’m not like it’s genius. It’s just just create systems and figure it out.

I’m so excited.

I feel like this is so stuff.

Yeah. I’m I’m really, like, I guess now it’s a question of I’ll send you my authority. I’ll update it.

Then maybe authority site guys, both of you, please, and then we’ll work through it. And then let’s let’s both of us aim the three of us. Each of you guys will have a productized service.

Let’s say you wanna do three months from now this quarter. You wanna do the business quarter?

I would love to do is end of January, like unrealistic?

No. This is we’re talking end of no. No. You can’t. It’s not you wanna So a good rule of thumb is every three months.

So a good rule of thumb is take it deliverable, and and focus on completing that within the ninety days. So then it’s like there’s twelve week here. You have four quarters. It’s a lot of work.

You’ll get a lot done. Trust me. So during q one, you focus on your if that’s what you need to focus on first, I don’t know what you guys do. Like, it may be if that’s what you guys wanna do within q one, that’s gonna help you achieve your status.

Then do that. Right? But your goal is to have that done by q one.

Yeah. Revenue for me is number one before status at this point. Like, I can link I can do LinkedIn. I can build my book, but I feel like, you know, and some of the newsletters, but I honestly feel like the revenue and scaling part of it is the safety net.

If that if that’s the focus on it, like, it then then that’s the how you get there, the process is gonna be different. Like you said, we talked about that, remember. For you, it’s about maintaining cash flow. Other people, it’s not. The process is gonna be different how you achieve that outcome.

Yeah. But we’re gonna work on that. And if that’s what it is, sure, let’s aim for q one, both of you will have a productized service, and then we can start, driving traffic to it. And selling it. Right? So we’ll have to think you’re gonna have to hire a VA. You may have to do it yourself originally.

But you have a VA and then we’ll use my agency, I’ll help. Hey. Let’s I’ll work with you guys on that. We’ll we’ll get you guys what you need on that, and then we’ll have some fun.

Epic. I appreciate that, man.

No. No worries, man. It’s it’s, it’s, it’s, it’s fun when you think about it, man. I get, I get good with this stuff, but it’s, It’s, I love anyways, it’s, we’re good. Any any questions before we go, guys?

I know we’re over Above and beyond everything answered for me.

I know. I just want to say above and beyond. And I think the only thing is if there’s a book that you recommend or something you recommend to just, like, read, or listen to, I would take that in between now and the next time we connect, I guess.

On systems, like sort of creating, it’s it’s not there’s a yeah. There’s a couple I’d recommend. Like, it’s, like, kind of the same approach.

But just remember the the the just focus on, like, Anything you look at you’re about to do doesn’t matter what it is. You’re gonna wash your hands. Okay. What’s the outcome? Clean hands. What’s the process?

Rinse with soap, lather up with soap, rinse my hands, towel. Okay. Now you have a system. You have approvable and approach everything like that. Right.

Making a cup of tea. We’ll put the water on first, then you pour the tea into the ball, then you pour the ball. Yeah. Exactly.

You got it in one turn. You got it.

Maybe that’s the work.

Is this, like, going through the next few days of, like, what’s the outcome? What the in the process is the how to guide?

Bingo, and that’s your project plan. That’s all you’re working from.

Yeah. Yeah.

And then when you you book time out on your calendar and you link to the how to guide and you pick up where you left off. Easy piece. Yeah. You do anything.

Trust me. That that’s, like, over time management is the most, like, overrated thing in the world. Just Like, just block time and work on it. Don’t give yourself deadlines.

Your deadline is q is q one. You’ll reach it. Trust me.

You don’t need to give yourself milestones and all this crap. You’ll get there. Awesome.

I love it. Okay.

Alright, guys.

I’m gonna go make yourself a cup of tea, and it’s gonna be a mint tea that’s hot.

And and have a sheet of paper beside you and think steps. Step one. Right. Step two. Step three. Yeah. And then put that beside it, and then you could say to your children, Go make mom a cup of tea.

Right.

That’s unfortunate.

You got love it.

Exactly. And now you get the perfect moments exactly the way you like it. Right?

Love it. Alright.

I’ll talk to you guys.

Transcript

What we’re gonna cover today is is systemizing your business. And there’s there’s two approaches to any project or way of or so, oh, sorry, of any task or project that you wanna do. There’s a there’s a product way and then there’s a system way. And what I’m gonna do today is cover both.

Starting with project thinking. So, you know, this is from the project management Institute. So a project is a temporary endeavor specific start and end date. It produces a unique result in service.

It’s a set of structured tasks, activities, deliverables, executed to achieve a desired outcome. That’s the official definition of a project.

Definition of a system is an organized and structured process designed to be repeatable, de delegatable.

Say the word, potentially automated facilitating consistent and scalable results. So the beauty of a a project in a system, if if you if you really look at that closely, they both achieve an outcome.

Whether you take a project approach or a system approach, they’re both gonna achieve the same outcome, but with a systemized approach, there’s an added benefit of it’s repeatable.

You can delegate it. You can scale, and more importantly, it’s also consistent. So keep that in mind as I as I go through the, the presentation with you. Projects and system both achieve the same outcome.

It’s just the approach that you take, when you’re you’re trying to achieve that outcome. Okay? So, if you look at your business or any business that you’re starting freelancing, truthfully, it’s just a system that runs off of processes and procedures. So it’s systems within systems, and we’ll cover more of this as we go through, but that’s all it is.

We’re gonna go through, an example project. So I’m gonna I’m using two projects. One is cleaning a bathroom. Another one is cleaning, sorry, cooking, Thanksgiving dinner, then we’re gonna approach, a marketing plan as a system versus a project, and I’ll show you how we use this in our agency to productize. And then we’re gonna approach the authority plan that we’re working on now as a system instead of a project and sort of how it all comes together. Okay?

So if we’re approaching clean the bathroom as a project, we’re gonna create a typical gantt chart. That’s that’s one way that you can you can organize it. You break down the tasks, you you set a time, and then you you work on each task.

Another way to do it is, an action plan.

To clean the bathroom. It’s you start with your smart goal, you break it down, you decide on your action steps, you assign who’s responsible, and then you work on each one at a time. This is a little closer to a system, but it’s still project thinking. Okay?

Here’s another example of cleaning room. This is a a a con bond board. You have your to do doing review done. Each item under to do is a task that to complete it. So that’s project thinking.

Here’s another example of project thinking with cleaning the bathroom. This is a work breakdown structure You start with the high level deliverables, and then you break down each task, and then you work on one at a time. So that’s that’s project thinking. Now what we’re gonna do is we’re gonna approach cleaning a bathroom as a system, and the difference is subtle, but it it’s an important one. So A system has three components. There’s an outcome.

So the first step is you define the outcome. The second, there’s a process. So you outline the process, And then the third is you create procedures for each step in the process. That’s that’s how you make a system.

So we’ll go through this now. Here’s a little formula that you can use to help create your systems. If I process, then I’ll I will have successfully outcome. So let’s apply that to the bathroom.

If I clean the sink, the floor, the bathtub, the toilet walls, then I will have successfully cleaned the bathroom. So you have your process, you have your outcome.

Here’s a another example, a system on how to clean the bathroom. So the outcome is clean the bathroom. The process is you start to put the sink, the floor, the bathtub, the toilet, the walls. Now the difference now is that for each cleaning the sink, cleaning the floor, you have a procedure.

So now you have a how to clean the sink, how to clean the floor, how to clean the bathtub, how to clean the toilet, how to clean the walls and combined, you have a nice system that I can delegate to my son, which is how to clean the bathroom. I give him this instruction manual, he knows exactly what to do. It’s consistent. It’s predictable.

It’s scalable. That’s the difference between a system and a project.

Another we’ll give you an example is if I have a project, if I have a process, then I will successfully outcome is the formula, If I create a guest list, select a turkey, do the grocery shopping, cook the turkey, set the table, then I will have successfully hosted a Thanksgiving meal for my family.

Let’s approach this at a system, a system on how to host a Thanksgiving meal. So the outcome is host a Thanksgiving meal. The process is guest list, menu, groceries, turkey, table, but the difference is now we have how to guides, or you call them soaps or whatever whatever you wanna call them on how to create a guest list, to create a menu, how to, purchase groceries, how to cook a turkey, how to set a table, and that’s a system that now you can delegate to AI.

Same thing, which is actually, a thing right now, by the way. I don’t know if you guys saw this or not, but there’s a a robot that’s coming out right now that’ll actually cook you meals, which is really bizarre. Elon Musk just announced it. So that’s the difference between the oh, sorry. Go through here.

Oh, sorry. Where are we here?

Okay. So let’s let’s approach, a marketing plan as a system instead of a project. So this is an example of, a marketing plan that we implement for clients. We have a couple of key clients and every every client that we get, we we start, of course, with a a marketing plan and we break it down into different phases and then we sign a different deliverable.

Now if we took this as a project approach, what we would do is we come up with the the project plan, we create a gantt chart, We go through the gantt chart, but we’re gonna approach this as a system approach. Okay? So the first step, what we wanna do, and act actually gonna go through it with you right here, This is a live, setup of the actual client account that I’m showing you right now. This is a trello board. If you click through, you’re gonna see here the marketing plan, which I just showed you pulled up.

Now this isn’t a marketing plan, this is a marketing system, and we’re gonna apply that formula that I just showed you guys. So the goal, our goal is twenty five hundred patients. Okay? The process is the avatar, the USB, the GMB, and then the procedure If you click on this is now gonna be if you open it up, is gonna be a how to guide an optimized to optimize a a GMB profile. So open you up right now.

And these are all the steps from a to z, including a video, what to do, and it’s just a checklist. Okay? So that’s an example on how we and we do with this with all our clients. You can see that anything that’s done If you open it up, it links to a process.

Alright? And it’s part of a plan or a system. In this case, it’s the it’s the the marketing plan itself. Okay?

Does that make sense, everybody?

Yeah. No. Okay. Kids, we’re good.

Let’s do let’s approach, Joe’s building a an authority plan as a system versus a project. Okay?

You can approach this like a lot of people would is they would they would take this and they would say, okay, I’m gonna create a gantt chart. I’m gonna do this. I’m gonna do this. If you approach it as a system, then it’s the same thing.

You know, your goal is to it’s a process to achieve celebrity status. So I’m just giving a couple examples is I’m gonna develop my USB. I’m gonna launch a sub stack newsletter. I’m gonna start a podcast, then I will successfully achieve celebrity status in my one thing.

So that’s the outcome. This is the outcome where Joe has here. The process is just here. It’s you’re putting these into the steps and the procedure One of the things that I have here is a a evergreen funnel. So if I click on the evergreen funnel, that is literally a procedure, a soap, whatever you wanna call it, it’s a step by step guide that I can, delegate or automate at some point in the future. I just wait it opens up.

And it goes into detail on all the steps that you’re kinda like building down. Now this is, this is an example of a system. I wanna show how this kinda works, how we use it, sort of how it all comes together. So here is here is the the structure in an example, say, if you had a company, you have your finances in admin, you have your operations department, you have your sales and marketing department, and then each of these is a how to guide.

Okay? Now this right here is how to build an authority and achieve his celebrity status. That is Joe’s plan right here. Okay?

So this is your your system within the system, but if you scroll down, here’s your process, which is I’m gonna develop the USB. I’m gonna create the signature. Here, I’m gonna launch the substack, and each, step in the process is just a how to guide. Linking back to the Evergreen phonologist I showed you.

So that’s kinda how the business runs. Each of these is a system that then links to either a process or another system. And the advantage of that is I’ll show you how we we kinda comes together another opportunity. So here’s here’s a an example of, a process turned in a productized service.

So we have a system on how to launch an authority site. Okay?

That system within that is a process within the system because one of the steps that you need to do is you need to do an SEO audit Okay?

That we turned into a productized service, which we do for clients.

So you’re gonna see when you when you build out your systems within or you’d have a process, you can turn a system into a course.

An example would be Joe. You have a course on, guest posting and blogs. Correct? Yep.

Okay. So that would be how can we relate that? So if we approach this as a system, it it I would change this and say, I’m gonna guest post, which, of course, is in line with what, Joe suggests you do, then I’m gonna add that as a process. And now I’m gonna create a guide on how to do a guest post.

And I’m gonna document that guide inside of my system So now it’s repeatable.

And I can delegate that. I can automate it.

And I’m not gonna sit there and say, oh, how do I start? I’m not starting from scratch. But the advantage is now I can turn it into a course, which Joe just did. And on top of that, I can also turn it into a productized service if I want to. So the subtle, it is it’s a subtle difference, but in a nutshell it boils down to when you do approach something, make sure that your you’re approaching it as a system, not the project, with the key difference being instead of a project plan, create a guide or if you wanna hate calling it a soap, but an instruction manual that teaches someone the exact step by step process and how to how to do it.

And I’ll show you how what I would do in my in, in calendar right now. So here’s my calendar right now.

Say, and I’ll this is how, sorry, you’re I don’t do theme. I do time blocking. Right? So building a system, one of the goals is you wanna build on your authority status. So what I would do is, okay, that’s a system. I would block out time to do that. I would link to the system I’m creating, which is which is just a it’s a how to guide for now.

And then during that block of time, all I would do is work on the first step work on that system, which is what what I’m talking about, and that’s going through each step. So let’s say I was working on my Evergreen funnel, This way while it load while it loads.

As I’m working on my evergreen funnel, I would be turning that into a how to guide at the same time.

Right? Does that make sense? I’m not just I’m not just doing it, but I’m documenting each step of the process for that step within the system.

And by taking that approach, at the end, you have a step by step instruction manual that you can send out. You can automate. You can delegate to your team. Most people would take the approach where they’re just gonna sit down and they’re just gonna they’re gonna hammer it out.

Right? They’ll do an action plan or a gantt chart or some type of project plan, and then it just sits there. So do the same thing, but approach it as a, like a instruction manual, call it a soap, whatever you want. And then you can you can start, systemizing your business.

So that’s how we tackle everything in our business. Like, we start with our main our main sections, each department, no matter what it is, it’s a how to guide. Anything that we do, it’s a how to guide. It’s documented following that that process, and then, of course, you can delegate and, hand it off to your team.

The habit I was talking I don’t know if you guys wanted me to talk about this. So here’s reclaim that I was talking about the the, the AI scheduler. What’s cool about this is that you can put key habits down, and you can say, okay, I wanna work on building my authority status for, like, ninety minutes a day, it’ll look at your schedule, and it’ll it’ll block in time when you’re you’re gonna you’re gonna do that. And then literally, you just you link build out your system.

You work through it one at a time. We do the same with our our team meetings right now. So we have a team meeting. That is a system.

On how to hold a team meeting. If you click on that and you open it up, it’s how to hold a team meeting. Right? And on in this, it gives step by step instructions.

And at the bottom as well, you can you can link it to the examples. There’s a the last team meeting that we had.

So it’s a slight it’s a it’s a different way of looking at it, but it’s it once you think as a system and you start thinking processes, and documenting the processes, then it opens up the door for everything, especially the delegation and the automation. The agency part that we have here I have two people, managing. This this is six hundred thousand dollar business here. It’s run by Jeremy and it’s run by JR. And everything they do has a system. Okay? Here’s the system on how to optimize your GMD profile.

That my job is to create the systems, create the processes.

That’s like working on your business, not in the business. Their job is to work in the business and to apply the systems that I create.

Right? And once you start thinking like that, you free up tie your time to work on the business.

Then you start having fun because, like, you can literally affiliate marketing as a system. You just have to put that together. Joe’s framework is a system. Right, is what it is.

And eventually, you will we can package that. And there you go. You have a system on how to achieve authority status. You can rinse and repeat your book let let’s take publishing your book.

Right? Don’t just take that create an action plan. No. Create a system on how to publish a book.

Right? And then document that step by step, use that structures because if you need to publish another book down the road, you just need to follow that step, but then you can turn it into a course if you want to.

You’re doing the work anyways, but take that extra step to document each each phase. And it of them are gonna be more detailed than other. Like, this is creating a process plus documenting each step. Some of them have videos, some of them don’t, some of them aren’t as detailed. But it’s it’s enough information where you can hand it off to someone and say, here you go.

So the advantage is, of course, each of these can be a system it can be a process within the system. But the point is if you wanna share this, you can share it. If you wanna share if you wanna share the whole system, which is this one, you can share that.

It really depends, but that’s that’s the in a nutshell.

Does anyone have any questions on that?

Does that make sense that the the project versus the system approach in the mindset?

I think mostly, for me, I still see so much overlap like a system when you talk about a project versus a system, I get it.

When I see it on the screen, I look at it and go like, with still feels like a project. So what makes it is this can a system I guess I’m just I’m still looking for a little clarity there.

Sure.

It makes sense to me, but just like Jessica said, I’ll just rewatch this after so the pieces kind of come together, I think, for me.

Yeah. It’s kinda like it’s a meant okay. It’s a mental shift. So let’s let’s take a project.

Okay? So when people break down a project, let’s take a a book. For example, when you publish a book, you create an action plan, and then you work through through each step. It could be, you know, chapter one, chapter two, whatever it is.

You’re not what do people do with that afterwards? They they file it. They don’t do anything with it. But it’s take that action plan, take that that those steps that you’re doing document every step of it and turn it into a how to guide.

It’s a subtle difference, but it’s a it’s a it’s a powerful one. Right? And by going from action plan or gantt chart to how to guide, it forces you to sit there and say, okay, I’m gonna do this, then I’m gonna do this, then I’m gonna do this. Like, take an axe, evergreen funnel, You can approach it like this where it’s step one, step two, include examples, include how to videos, you’re gonna do the work anyways you can just create, like, a an action plan, and here’s the deliverables you need to create. But let’s take the convert the the high converting landing page you could create another how to guide on how to create a landing page, and then you could link to that within this system.

And if you start, you you gotta start from, like, somewhere, but eventually over time, you’re gonna have systems within systems, and your whole business is gonna be how to, like, how to do a budget how to do a team meeting, how to do a landing page. And then once you get to that level, then you can truly start delegating.

And and I’ll show you our WordPress, let me do our knowledge base here.

There we go.

So if you look at our WordPress support for us, so we’re launching WordPress support. Here’s a onboarding system for managed WP.

Okay? When we onboard it, when we onboard, clients, we have a process. Right?

Then it’s broken down. There’s different steps, and then each of these is a system within that. It’s a process on how to do that a step by step guide. So now when we work with our team, I can delegate this, which is the how to guide, or I can delegate the entire system.

It just open up. It opens up the door. It’s it’s kinda like how you’re setting it up. You’re setting it up within your system. You’re it’s kinda like you’re setting up system knowledge base in a sense. But in the end, it’s all it’s all how to, it’s step by step guides.

It’s it’s creating, yeah, it’s creating a system. Right? Does that make sense?

It does. I’m actually applying it now to this other idea, that I’ve been working through around, like, how to build a customer as a different way of looking at marketing.

So it’s interesting. Yep. It yep. I like it.

Like the the avatar let’s take an avatar. Right? So we so a lot of people would be Okay. What I would do is is you have, an amazing course on creating an avatar.

Right? And and you know, you’re you have your outcome, you have all this. That rate there is a process. Right?

You’re you’re teaching people step by step how to do that. But a lot of people, especially in the agency environment, they’ll create a, avatar for a client, they’ll create a brochure for a client, and it’s a one off system. It’s like, I do the brochure. I’m gonna put it aside.

The next client comes up, and you know what? I’m gonna I’m gonna do the creative brief. I’m gonna do the gantt chart. That’s the way you’re taught.

But instead of and take that brochure, create the ultimate guide on how to do a brochure and document each step in the process and then and then look for ways to automate and scale it. So next now when the next time client the next client comes, now you have a productized service that you can offer to them you can scale it. Right? The there’s a subtle difference in how you approach it.

It’s custom work versus not custom work. Yeah. It’s approaching it as a project versus system. It it really is a there’s a it’s it’s there, but it mainly boils down to the process.

Right? You have an outcome. You have a process, whether it’s a project or a system or not, you follow a process. It may change whether it’s like agile or or or Kanban But then you also the big differences is the, actual procedures, right, the soaps, whatever you wanna call them.

Just make sure those are step by step guides. And everything you do in your agency, if you take that approach in time, you’re gonna have how to knowledge base. On how to do this, how to do this, how to do this. And then once that’s done, I’m showing you guys some, like, behind the scenes stuff here.

Once that’s done, then you can start automating entire agencies. Right? So if we look at these, these are all clients that we work on here. These are these are projects that are incoming right now.

But if you look at them, these are just systems. These are repeatable processes. Right? And they’re all linked to a knowledge base, on how tos.

So that that’s kinda how it works together. But it’s starting thinking as a system versus a project right away. That’s that’s the the mindset to have with it. It took me a while to figure this out, especially with with my businesses, but once you Once you start building that out or you think that way, you applied everything from retainer clients to WordPress support to different templates, and then you just start linking and sharing and delegating those.

Zoom, anyone have any questions on that or Can I ask Shane?

Like, if we’re looking at, you know, our spreadsheet for our one thing with all of the projects that we’re this one. Yeah. Exactly. When it comes to, like deciding on the order in which we tackle each one.

Almost like a game try. I know that’s project, not in that system thinking. It’s what you’ve been saying. But, like, I’m behind I’m with you on the creating the how to guide as you go.

So, like, I was doing the competitor’s content audit today. So I can see, like, taking the steps that I took and putting that into, how to guide but when it comes to the smartest, like, building off of our work and creating Just creating a system in terms of which projects we tackle first. Do you have any insight there?

That’s your process. Like, for me, I’m gonna set this. I’m gonna do this for you and, like, I’m gonna pick one thing and set this up. So, like, what I would do is I would start okay.

So let’s let’s approach this as a system. Okay? My ultimate goal is to achieve celebrity status in my one thing. Okay.

Now the process I’m gonna do is I’m gonna start with my USB value prop. I’m gonna create an avatar that actually includes both I’m gonna focus on my USB because it’s a level three market assist sophistication. So I wanna focus on how to Once that’s done, then I’m gonna build my authority site, then I’m gonna do my origin story because then it’s relatable. And I have the VOC because of the avatar, then I’m gonna focus on, my blog and then I’m gonna do the sub stack newsletter, then I’m gonna focus on the, the book, the book is gonna promote my USB because it’s the how to, my special way of doing it, then I’m gonna build off that and do the podcast.

So they build off each other, But I’m thinking as a system to get that done. And each of them that I just said to you as I build them and create them is gonna be a how to guide. That I can repeat down the road, right, building my avatar. We we do that.

We have a a course on building your avatar where it includes your value prop, it includes frequently asked questions, then you you create, guarantees to address those questions. It’s a system on how to do that. It’s just a how to guide how to do it. Right?

By approaching that at the end of this, you’re gonna have a system not only on how to achieve celebrity status. So if you wanna pick something else or launch a venture or some or even sell your own course on this, you’re gonna have a how to guide, how to implement it. And then each one of those that I just showed you, that’s a potential of five courses. Not only that, I could turn any of those into a productized service.

Right? It’s a subtle difference. And people, like, take the brochure analogy. Like, we’ve all done I don’t know if you guys have or not.

How men how much client work have you done where at the end of it, like, you’re even taught project closure.

Like, what is that? Project closure, all the all the deliverables were met, where the requirements met. You take that, you put it into a folder. You’re done.

That’s a wasted opportunity. Right? So you’re still achieving the same outcome, but by taking the systemized approach, you can do more with it. Right?

You can turn it into a course. You can productize your service. You can you can automate it. You can delegate it.

It just opens up the door to so many more things. And it’s so important for us because as you get into this space and you get your one thing, you have to be working on the business. You can’t be working in the business. Right?

And like, promoting your sub stack and doing, like, all of these little things, like, you’re creating the content, but you shouldn’t be promoting it. That’s working in the business. Someone else can do that for you. And it’s a and it’s freeing up your time to work on that stuff, the high level strategic stuff.

Right? That’s the difference. That’s one of the main bet benefits of of taking this approach.

And the system can take any form. This right here is a system.

Right? I can people can call this a marketing plan. I don’t. I call it a marketing system.

Right? There’s a goal. There’s a process. Right? And this is your direct response marketing. This is each phase.

I’m gonna start with the avatar. I’m gonna do the u s p, then I’m gonna pick Google my business, then I’m gonna do the sales page, then I’m gonna do re marketing, then I’m gonna do the sales pipeline. Each of those is a is a process to achieve a specific goal, which is this, right, and then I’m gonna turn each of these on how to create an avatar, how to how to develop your USB, how to optimize your GMB profile, Right? And then, again, that opens up the opportunity.

It just it’s a different way to look at it. This instead of looking at it as a project plan, I look at this as a system, This is a system that will help you achieve a celebrity status in your one thing, and this is the process Joe’s laying it for you.

Right? You’re taking this process and you’re just deciding when you’re gonna do it, but make no mistake. That’s a process. And there’s an order there on how you’re gonna do stuff.

You’re not gonna publish a book unless you define your USB. It’s why would you not why would you do that? You’re gonna be promoting USB. You can’t do one without the other.

Right? So it’s figuring out that process, and this is the formula I use for everything. Right? And it and you’ll find that, like, the trick on this as well as, like, if I it’s making sure that each of these is like a noun, it’s they’re an actual deliverable.

Like a sub stacked newsletter is a is a deliverable. You know exactly what you need to do.

Right?

USPS is deliverable. You know exactly what you need to do. A podcast is a deliverable. So as long as you focus on the nouns, deliverables to help you achieve the outcome, then you can you can start taking that and systemize it. Right? A TV, radio show, a core productized service.

That there’s a system for that. If you if you’re gonna create a core productized service, why not why not create turn that that in itself as a system. Right?

Your workshop, how to hold a, how to hold a works workshop. People have sell courses on that. Right? How to do an evergreen funnel? It just it’s a different mindset, but it’s an important one. Does that answer your question? Kind of.

I get what you’re saying in terms of every because I I feel like you answered my question in, like, five seconds of that answer. Which was the order that you gave those. But I understand what you mean in terms of each SOP is in and of itself an opportunity to either delegate, product ties, create a course, create a program, or create content around the thing that you’re doing.

Those are opportunities. I think Johnson just said, like, the one of the main differences is the documenting. Yeah. It’s like people people mostly that that’s actually great. A great point. Like, people everyone approaches it as here’s what I need to do, and then they’ll do it, or then they’ll take project notes They’ll they’ll have stuff in, like, folders and stuff, but they don’t take that and they don’t turn it into something.

Right? And by taking that extra step, you’re doing the work anyway.

Does anything you approach think, okay, I’m gonna turn this into a how to guide. I’m gonna turn this into a step by step process.

Everything you do. Like, anything in the in my team that they do, like, when they ask me, it’s like when I want them to do something, they ask they okay, what’s the outcome? There’s specific questions that they they ask from me, and then I make sure they document it. The littlest things that you would think of. Like, if you look at this one, with the, the the client, the work, like updating a CRM, that has been turned into a system.

Right? If we go back to the, right here, like a lead value in updating CRM. That’s that’s a how to guide. That’s a system now.

Because I can delegate to this person that I don’t even need to I don’t know I don’t need to be involved in any of it. Facebook campaign. Okay? There’s a system for that.

There’s a how to launch a successful Facebook campaign. Right? That’s part of a a broader, a broader, that’s part of this system. But it’s still or a process within that, say this was like step four, right, which is Facebook.

Right? It’s part of this is your your system here. This is your process, which should be step four, and you’re just documenting how to do a Facebook campaign. Right? And then you’re taking that and turning it into a product high service or a course as well.

Oh, what I’m wondering is, slightly slightly off topic maybe, but what what, you obviously manage your systems really well. You’ve got a huge data there you go, database of them I was just wondering if you could speak to, your recommendations for organizing these, soaps and systems and processes as you develop them because I can I can just kind of see into the future and imagine creating quite an unwieldy kind of database? So I’m just wondering if you have a a a a way of organizing that or or just any thoughts, I guess.

Yes. So as a freelancer entrepreneur, this I’ve they call it, like, your org chart, whatever you whatever you wanna call it. Okay? You’re gonna have You’re gonna have your finance and admin, your operations, and your sales and marketing.

Okay? Your your finance and admin in your sales and marketing, those are the core functions of everything you do, okay, that they make the products. Okay? Operations delivers the products.

That’s the simplest way to look at it. Right? So if you have a course, you’re gonna your sales and marketing department is gonna create it. Operations is gonna deliver it. And that’s that’s the simplest way that I found to to make the distinction is just to to have those departments.

It’s the it’s how you, this controls the money in and out. This is how you market and and, the services, this is how you deliver the services. Right? That’s the way I look at it. It simplifies things.

And then if you look at these, like, each of these is a is a guide how to hold a meeting is not finance as operations.

Right? That that’s it belongs in that department. Where the, the sales and marketing, the evergreen funnel, well, that’s gonna be part of the the sales and marketing, right, part of the system. So this right here, the authority building, this would be part of this system as part of the, this one right here. This is part of of sales and marketing. Right?

So does that does that make sense?

Yeah. Yeah. That no. No. That makes, total sense.

Do you do you recommend nimbus web? I’ve never even out of it.

Yeah. This is we live off this. Like, this is, like yeah. Well, it’s you can do this in Google Drive as well, but it it doesn’t really matter where you do it.

But just you have your main folders, which are your your, your departments, how you structure it. It doesn’t really matter, but and then within that, you just have your soaps. People call them soaps. I call them systems.

Right? And then their systems upon systems. This may be a whole this may be a system within that system because then you can delegate systems. You can delegate to start from somewhere, like your onboarding process. Right? So you have your onboarding process.

Let’s approach that as a system. Right? A client comes in, this happens, this happens, this happens, this happens.

Right? Now you know what you have a clear process, So you’re gonna take the first step of the process and you’re gonna create a how to guide. You’re gonna take the second process. You’re gonna create a how onboarding a a client, a how to guide.

And now under operations, you have how to onboard a new client, how to send an invoice, how to send a proposal, Right? You have now you’re on your way to systemizing. And don’t, like, just start somewhere. Right?

Just get in the habit of anything you approach using this framework.

And then eventually six months from now, you’re like, oh, this is awesome. And then you you assign people to manage that. Right? Like, I don’t once it gets to a point, I don’t I don’t I’m not involved in it.

Right? GMB is his domain. I’ve I’m nothing to do with it now because now it’s his responsibility to do that. Update it and report to me, and now I’m working on the business versus in the business.

Right? And it’s like this right here, especially, like, the agency, right here. Like, we have tons of projects going on at any one time, and it’s all because of systems.

Right? That’s we wouldn’t be able to do it if it wasn’t for a system.

That’s cool. No. That’s really cool. It reminds me of something I think. I think Tim Farris said it, like, years and years ago. But that that anything that you do more than once, as part of your, like, your day to day life is is worth advertising.

Bingo. Yeah. You got it. Yeah. I was trying to figure how can I get this a my approach is everything I do no matter what it is, is a system because you have to, like, don’t make that mistake?

Like, people take on project. How many times have we all taken on a project where you’re taught that. You there’s the closure. There’s the like, you’re taught different phases.

At the end, you have to close it. You talk what went well. What didn’t that’s a missed opportunity.

Right? Because you may have to repeat that down the road. No one thinks, oh, I’m gonna take that old. I’m gonna take that out of action plan.

I’m gonna go through the no. No one thinks like that. So you you can by taking this approach, you still achieve the same outcome. It just now you’re documenting I think Johnson said, like, you’re you’re documenting the steps to how to Right?

You’re taking a step further, and then you’re organizing it like I just showed you. Right? And then eventually you have systems upon system right? And then you start building out the apartments.

But one sorry. One one thought that I know Jessica’s waiting. I don’t I don’t wanna hog the time, but, I just have one last question.

Something I was thinking about as you were talking about this was one was, like, I’m glad I didn’t create, a process or a system rather. When I was first learning some of the things that I now do because, I I’ve added and changed and it’s it’s kind of mutated into, something unique to the to to my own process.

But then I, on the other side of that, Do you think that there’s any, risk or danger?

From having a system that is, fixed and is the solution just simply to revisit your systems on a regular basis to make sure that they’re updated and that they’re they’re, they’re they’re changing, they’re shifting, they’re growing with the as the world changes it grows, Obviously, not all of them, but some assume will need to change.

Yeah. The this is thinking this is actually what this is, like, you’re you look at this, this is like thinking like a scientist, you’re forming an hypothesis. If I do this and this, I’m gonna have the. Right?

That’s the whole point of a system is that it’s not unrepeatable, but you can you can adjust as you go. Right? And if you maybe examine it six months and if you’re not getting that same outcome, you need to adjust the process. And that’s a that’s adjusting the how to guide or what it is.

Right? But treat that’s how I treat everything as a system. It’s a it’s a it’s a process and, yeah, there’s tweaking on it. Nothing stays station as some stuff does.

Like, there’s your there’s processes that you do day in and day out that will never change like payroll. We have payroll. So payroll is I use a bot for that literally. Right?

And it’s, like, it takes care of everything a to z, but in order to to get to that point, I had to create a clear step by step process that I could automate. In in that case, I decided to automate versus delegate it. Right? Where a lot of people will have a bookkeeping checklist.

Well, a bookkeeping checklist isn’t a it’s it’s it’s just a it’s a high it’s a what to do. It’s not how to do it. Go that extra step, and then it opens up opportunities, like, even with AI.

Right? Like, there’s a big difference between approaching a project like this and like this and like this versus a system, right, they would close this board afterwards.

And and each of these is a missed opportunity. Right?

Yeah. That makes total sense.

And that’s and it’s a subtle approach, but it’s it’s a it’s a it’s a big one. Like, thinking like this probably was one of the biggest, one of the best things that happened in front of my mindset as well. It freed up my time because I I’m like everyone else. I have kids.

I have multiple things going on. It’s it can be stressful. Right? You’re like, how do I find the time to do this?

But when you once you approach systems, then you can you can truly start automating, and you can truly start delegating. That’s the biggest thing. And it’s, like, it’s approved.

Sorry. Yeah. Go. Go. No. Go ahead. No. I was just gonna say it’s cool that I think because part of, it it’s funny because one of the things I I wrote in my my twenty five things, like, one of the categories was was soaps.

I I recognized that I, like, I really I think because I have ADHD, I really struggle to, to, to, to perform the same task over and over again without, like, clear, clear definitions of what I need to do. And, in writing down some of the soaps, which I’ve I’ve started to do already, I’m discovering gaps in my knowledge. I’m noticing areas that could be better. I’m, maybe, formalizing a process, that’s, the the works better, just by thinking about it.

So, yeah, I can see. Anyway, did I just there’s it seems to be a lot of value to it.

Yeah. There’s not and, like, literally these these this agency here, like, this is Jeremy and Jared. They had no marketing experience when they start. I would put Jeremy against any marketer out there.

He’s been with me for a couple of years right now. His knowledge was on proven systems, right, Facebook campaign. He’s brilliant on that stuff. He because he learned from a proven system.

Right? JR had no marketing experience. Right? And it’s teaching him, I wouldn’t have been able to get them to that level.

If I didn’t have these processes, the how to’s.

Right? So it’s like call it, like, education two point o or whatever it is, but you’re just you’re building your system and your business off of proven systems. Some of it is mundane. Some of it is step by step by step.

But that’s an opportunity to automate it. Right? And you can’t automate unless you have a process. It’s impossible.

Right? You you literally can’t. And everything is a process. You do this. You do this.

You do this. You do this. You do this. You do this.

You just need to figure out that process and then and then document it, and then you have tons of opportunity. Is there an example that people want me to to to approach as a system? Like, it’s related to your one thing, how I would do it?

Yeah.

I think so.

I think I like the way you your marketing plan. That was really interesting.

It’s a system. Yeah.

Yeah. That one page marketing plan, it seems like a pretty repeatable Could you go over that as a system?

Yeah. This is, like, this is and a system can take many forms. Right? Like a system can be a plan.

It can be, like, even here’s Joe’s, this is a system. You can look this as a as an authority plan. I look it as a system. I’m gonna build in that is repeatable, and then I’m looking at each of these as a system that I can repeat, and I’m gonna document every step of the way, the same as a marketing plan.

This is a repeatable system that we do repeat for plenty of clients. So there’s one client. I gotta, like, before we put these up, I think I have to have to show the, we’ll have to go in here and do the, we’ll have to what do you call it to blur it out? But anyways, here’s each of these has a system.

Right? So you go in here. Here’s the marketing plan.

It’s the same thing. Exact same thing. It’s a repeatable process, to achieve a specific outcome, but because we’ve documented everything, in detail, like, now we’re on to the during phase of lead generation. Here’s a pipeline.

Here’s a sales process. And guess what these are, how to guys and how to create a a sales pipeline. How to guide on how to create a sales process. And eventually, we’ll get into the live webinar.

Like, that’s and then eventually you get to the point where you’re it just copy and paste, right, and then you just delegate it. And then everything that you’re doing under this, like, here’s a blog newsletter. This is just a a system. It’s a how to do a monthly, plan for your newsletter.

That’s how they were trained on it. Right?

And then you can apply this over and over again, and to to any thing. And the main difference is you’re just, like, we could approach this and say, we’re gonna do this marketing plan and how many people do that? They’ll set it up in Asana. They may or may not save it.

No. I’m not gonna set up an Asana. I’m just gonna link literally to a system, and I’m gonna use this as my project. And whatever you wanna call it, And I’m gonna work through this, and then I have a repeatable process I can delegate.

It’s a subtle difference, but it’s a it’s a it’s an important one, though.

This reminds me, one, idea that might be helpful for people, because I I’ve just started doing it is, I got it from this guy who runs a a a VA agency, and he’s got something like five VA’s, and he has every single person on this company has at least one VA, and they they they have all of these processes around, like, how to use your VA and what are you using for? Do you need more VA’s?

He was saying that one of the best, ways that he’s found to, to use VA’s was to, take something that you do, that you repeatedly do. And, record a loom of you doing it. You don’t need to, you don’t need to, speak to what you’re doing as you do it, you just do it and record it on Loom, and he was saying that the the the success rate of giving that video to a to a VA and saying, like, okay. Do do this. Like, watch this and then do this. People underestimate, or rather overestimate how, how unique their skills are and how complex their tasks are. And so I just I was just thinking, like, you know, anything that you do repeatedly, you could probably just loom it.

If you’re not gonna use a VA, you could just go back over the Loom and be like, what am I doing at each stage and just write that down. So you don’t have to even interrupt your process necessarily.

Yeah. Or you can on, like, the biggest thing with that, like, this is a perfect example. Hey, let’s take I hire a VA. Hey, I want you to go in and optimize this client.

Optimize this client’s DMV account. This this could be a product set to tie service we launch. Here’s a step by step guide.

Video on exactly what to do, all of the resources. Here’s a checklist to follow.

It’s a repeatable process. Right?

It’s not that’s that’s the that’s exactly. But you don’t a lot of people would say, you know, they would hire get hired to do this for their GMB page, but they’re not gonna document it like this. It’s a missed opportunity because now I can automate this. I can delegate it. Even mundane tasks, you can automate. It could be like step one, step two, step three, uploading receipts.

You could there’s I AI that will do that rate but you have to automate, you have to figure out the process, though, or it’s it’s impossible evergreen funnel.

Right? This is a course. I could easily turn this into a course. These are the email templates I need to send. This is the sequence.

I’m gonna use this to create cash flow. So the tripwire is gonna pay for the Facebook ads. Right? I’m gonna I’m gonna have those as cost.

And now it’s a repeatable process that I can give to Jeremy and say, hey, launch this trip by our own Facebook. Here you go. Don’t know how to launch a Facebook campaign? No problem. Link to a how to launch Facebook campaign.

Right? So they all they all start connecting.

They could be part of a bigger picture, of course, which is your your your your plan, but eventually you’ll start seeing little opportunities here and there. Right? It’ll these combined can be part of a different system. You can start mixing and matching. It’s like it it’s almost like a puzzle. Right?

System support other system.

Yeah. That’s Exactly. Does that make sense? I was trying to get across with this. It’s like I know it’s hard to explain, but, like and I wanna do something like, where is it here?

Like, here’s here’s an example on the marketing plan. Right? Like, we have here’s a here’s a system on GMB optimization.

And then with under that step four is to optimize your photos. And then here’s another system.

Part of me.

Can you zoom in on the slide? It’s hard to see.

Yeah. My apologies.

Thanks.

There. Is that better?

Oh, let me just see the slideshow, actually. It’s better.

So here’s the the marketing plan, here’s the GMB, here’s a system I had to optimize your GMB, okay, the one I showed you, and step four is add photos, But here’s another system on how to choose the best photos for your GMB.

So these are these are both systems here that are here Right? So they’re they’re under the the sales and marketing, but one they all support each other. They can be individual. They can support a system.

It’s like a puzzle. You put them together and you can start delegating and having fun. Right? And over time, the beauty of that is that you’ll have you’ll see opportunities for stuff.

Right?

You know, if you wanna maybe you’re you’re building at a plan, you’re like, oh, we have a system for that. Hey, we’re launching a pod podcast. Yeah. Yeah.

We have a system for that. Here’s here’s the how to guide. Perfect. You can link to it, then you can start creating courses like all Joe’s courses are systems.

Guest blogging, right?

So you put in guest blogging as one of your your plans, which she says here. Right? I’m gonna I’m gonna do a podcast or what it is. There’s a system. Her course is a system. Just create a how to manual or just link to that course and say, here you go, and you can delegate it.

Yeah.

It’s it’s cool. It’s kinda like, building a box of Legos.

Bingo. Yeah. I was trying to and I was trying to get that across here, like, to this to the to the system part. Like, it is literally it’s legos.

It’s connecting stuff. Right? It’s just, it’s, it’s not loading, but that yeah. It’s just like it’s that’s all it is.

Right? It’s different parts, systems, processes, systems, processes are all connected. Right? You can delegate entire process.

You can delegate entire systems. Or you can delegate a a specific procedure, but everything has a process that you follow, right, anything. It’s a step by step. You do this.

You do this. You do this. There’s nothing that doesn’t work like that.

Right? It may change where you’re you’re doing this, but then you realize, okay, I’m gonna do this. Like, that’s you can go back and forth, but there’s still a process you follow.

Like, is there what we’re gonna do is we’re gonna I’m gonna do this myself as well. Like, I’m gonna I’m gonna pick one thing and work through this and actually set, set up, like, how I would set it up on this and share it with everyone as I do it, that may help too.

But if you wanna call it a soap, whatever you wanna call it, I call them I call them processes because that’s it’s just easier for me to understand it. Like you have your you have your outcome, your process, and how to do it, and then the individual procedures inside of that, which is just your detailed step by step instructions.

And if you approach it like this, then you’re you’re golden. Right? Over time, you’re gonna have a whole system on how to run your business agency.

Here’s the tools.

Could I see TeamHub and I see NIMBIS web? It would be interesting to know what we’ve embedded in because I think half the battle is you start the work, but then what’s the logical way to organize it. I think in one of the areas that Johnson was. Like, and sometimes it’s just a matter of saying, hey, go with this tool because you don’t have to learn a tool, we’re gonna work together on the same model building principles under the same tool.

What do you mean by tool though?

Like, what like, in So, like, a a tool or software would be TeamHub or NIMBIS web? Like, which tool to store your knowledge base or I don’t know I don’t know what tools you’re using that or software you’re using that Oh, this this is NIMBIS, yeah, this is like fuse base.

It’s just, it’s like an Evernote. As well. So it’s the same thing. It just allows you to create folders. And I like doing it because you can share stuff out. You can create portals as well.

And what’s team hub?

Team hub. Where’s, team hub?

You can see it.

I think that’s just the the the prefix on on Nimbus.

Your URL. I looked at both of them all.

Oh, no. These these are the different. So this is word these are just different. These are these are all different, businesses.

Like, this is WP total care. These are retainer clients. These are just different this is the example one. Those are just different like, companies, I guess, if you wanna call them.

Sorry.

I didn’t really know I’m asking because I googled TeamHub, and then I googled NIMBIS web, and they’re two different comp software.

So maybe It’s just the one that you’re using. Right? The NIMBIS Club?

Yeah. And I just use it for but you can use anything. You can use Google Drive.

Right? It doesn’t you can use, we we have a SOP for this one that I showed you here on the on this. This is just a Google drive document. Right?

We haven’t imported it into, this one right here. This is a productized services that we created. So here’s the we had this guide here on how to launch an authority site. Which is like a step by step guide.

So a client hired us to to, build a website for them. We turned that into a process, right, starting with your your avatar, your sitemap, your wireframe is a proven process. From that before you launch, you have to do an SEO audit.

Right? So from that system, this pros this step in the process we turned into a productized service.

Right? And if you think like that, you’re gonna see you’re gonna see opportunity everywhere. So this system that you’re looking on the authority site, we applied that system to these here.

Right? These are all authority sites. These are websites that we’re launching, and it’s because of this original system that we can do that. Right?

And there’s different spin offs you’re gonna find. Right? Like each of these is different avatar. You could do a productized service on an avatar.

Right? You can do you’ll you’ll see opportunity everywhere. You could turn it into a course if you wanted to.

Shane, can I ask a question to connect back to the previous session that we had? Sure. Okay. I’m gonna put it in context that like I Maybe I just need it in the old thing that I used to know well. So I was a teacher.

So to me, the outcome for one of my students would be I can write an argumentative essay and show seventh grade proficiency. Whatever.

So that’s my outcome.

Right? And then the next part then would be the process. So like the one part of the part it would be like research, the argument, first draft, whatever.

And then each of the procedures under every day I literally had to how to know the difference between a primary and a secondary source as well.

And you know, so a gazillion, right? Lots of things. So I think am I am I equating these things?

The way Hundred percent. It’s a Okay. That process though, don’t use research though because that’s a phase. Okay. So let’s let’s take the outcome, which it like, tell me the outcome in one sentence.

I show seventh grade proficiency of an art of an argumentative essay, writing an argumentative essay.

Okay. Now tell me the exact process using nouns. So only use nouns.

Oh, okay. Sure. So my argument.

K. There you go. What’s the next one? So that’s step one.

First draft.

K. Step two.

I wanna go towards editing and revision. So I guess I would say Yeah. More like a second draft or something like that. It’s the drafts, I guess, the phases of drafts.

Yeah. So now you have we I know we can go more, but exactly what to do. So a lot of people just have a checklist or an action plan with those steps that you just showed me, and then it’s it’s the what, and then they’ll figure out how to do it. But they won’t document themselves doing it.

Okay. So so I’m see, I am getting this right. So I have been doing this for years.

I think where I’m still I think where I wanna push you then is is so if you were thinking in the context of my student then if I had to align on one of my five non negotiables with what we’re talking about here Sure.

What could that look like?

Well, to it depends on if, like, what’s your outcome? You’re using as the as the student example?

Yeah. Is that okay?

Sure. It could be, draft. It could be work on, I need to do a draft. And here’s a how to guide on how to write the perfect draft, or that could be part of you it could be one advanced guide. And so what I’m gonna do is I’m gonna put aside an hour a day or I’m gonna set a goal to write one thousand words a day.

And with the goal of having my draft done by the end of the week.

That’s So I think so I think I get that where I’m struggling is it seemed like when Joe was talking about hers, these were kind of habits of forever and ever.

Yeah. She’s talking about Keystone habits. Like, it it it it it dep it depends. Like, she’s talking about habits that are part of the system.

Okay? So it’s like, her there’s a lot of like, she has copy hackers as one big system. Copy school professional is one big system, and all of those would support her system. Right?

And so the habit she has probably support, like, a bigger a bigger goal that she has. Right? That’s that’s the way I would align it.

For health. I have, like, I have keystone habits for my health. Like, one of them is exercise. There’s certain things I wanna do every day. Because they’ll also have the most impact on my health. Right?

That’s what I do is I have my non negotiables, but they’re always aligned to, like, a bigger system, a bigger goal or outcome that you wanna achieve. So I would align my my non negotiables with your one thing.

Right? Say, wanna publish a book. Well, one of your daily non negotiables should be to write one thousand words a day. Or something like that.

Right? Because it’s supporting, a larger outcome. And then, and then you’re you’re focused. Right?

I was also one wondering this, Jessica, because, all of my goals, I think, or nearly all of my, my goals non negotiables are, not forever. They won’t run-in perpetuity. And I was kinda wondering, oh, am I am I doing it wrong? So should I should I have stuff that keeps going? But I don’t know. I kind of I don’t know. I feel like there are, obviously, Joe’s in different positions of me.

And I think the, There’s no right or wrong way.

That I have. Yeah. The stuff I have to build first that there are there are obstacles that I need to hurdle before I’m probably gonna be in a space where, my tasks are are repetitive, indefinite, and, and useful. And functional.

Yeah. I totally agree with you, Johnson. I am the same way. That’s where I think I was struggling with, you know, the way I drew it. You know, Joanna was so concrete on, like, these are the things that she’ll keep repeating. I think we’re still in that trial stage.

Yeah.

Yeah. And I I think one of the questions I had was at what point do you don’t build the SOP but buy the SOP? You know what I mean? Like, If you’re continually trying to learn all the steps it takes to build authority versus buying the shortcuted version of helping you just do that, that’s where I’m kind of, you know, at that point where in the authority building, all the great things, you know, that I feel like would be fantastic to do. It’s the learning.

How to do it that’s and where and what tools and And, and I, in some cases, feel like there’s a shortcutting process to all that, you know, taking courses or acquiring that knowledge, like, through coffee school is one way. But, you know, some of these authority building things don’t live within coffee school per se.

What’s an example of one, like, that you’re thinking?

Yeah. Like, building a book, you know, you know, so my thought is, well, maybe I create my own around, like, Each chapter becomes an ebook that you release, and then you complete each book.

Each chapter before you complete the book, but then You know, what does that mean if you let pieces of your book go early in terms of publishing, but then it’s it’s not having the full big picture of the do’s and don’ts of of publishing a book and or the way in which you could go through two page. Or you could go through self publishing, but then a self publishing work is a whole s o s o p on itself.

It’s getting clear on the outcome. Once you know, I would go a step further and say I wanna I wanna self publish a book on x y z on Amazon. Now the outcome is clear. Right?

Like, now I can create a process, and I can figure it out as I go. And the beauty of is it, like, this right here that you’re looking at This is your this is what you’re working from. You’re figuring that as you go and you’re figuring out the steps. You may be taking a course just like, oh, okay.

This is step one I’m gonna do. This is step two I’m gonna do. You do that instinctively.

Everything that you do in life is a process.

You you you you you brainstorm, you you in your mind, you think y’all gotta do all this stuff and then you structure it and you start working through it. The key is to organize it and being clear on exactly what you want. Right?

So I did it. So how to self publish a book, it would be like, well, could you just take the course to do that rather than having to, like, figure out the steps if you get what I mean?

Document the course. Like, Joe, Joe has an amazing course on how to, guess blog. Right? That’s if anyone has that on their action plan, they just link to that.

It’s beautiful. And then that that is gonna, like, you could work through that so quickly and get such amazing results because that’s a system she’s she’s giving you, right, on how to do it.

Turned it into a soap, whatever it is, but it’s a repeatable process.

Mhmm. Mhmm.

And that’s the way to look at everything everything here is a course, podcast, Instagram, YouTube, LinkedIn, it’s an opportunity.

How how to optimize your your your LinkedIn profile.

Right? Create a soap on that. Create a step by step process, and now you can offer that as a productized service to your clients.

Right?

And you can delegate it to people who have no experience in marketing or LinkedIn, which I’ve literally done. They these guys have know it when they start, but it’s because the it’s a it’s proven frameworks that they can build upon. Right? And they and they learn by by following a a process of system.

All of these are deliverables, signature offer, deliverable.

How to how to build a signature offer, subtract newsletter.

There’s probably one available that you can follow. And just as you’re as you’re launching your sub stack folder, create a how to guide, and just document yourself doing it.

It won’t be perfect right away. But at the end of it, I promise you, you’ll have a really cool process.

Right?

And then sell a course.

That’s all people do. Like, that’s that’s all that it is. Like, there’s there there’s not. It’s just getting into that mindset, right? Document everything. You can’t you and where to focus on focus on your onboarding process? Focus on your Let’s talk about your acquisition funnel, your sales and marketing funnel.

Right? There’s before, during and after. That’s what this is. This is sales and marketing funnel. There’s before, during and after.

And in your funnel, each of those is deliverable. A a lead magnet is a a deliverable.

Right? That’s a noun. So now you have a guide on how to how to create and launch a lead magnet.

Okay. There’s a course. And a client comes in, there’s a product type service. Right?

It’s a different it’s a subtle it’s I was trying to convey it, like, how can I get this across the right way? But it’s I hope it’s making sense, like, the the approach on it.

Yeah.

Oh, yeah. Certainly does kinda like I mentioned, in the last call and in the chat, just like, how it’s a bridge, you know, as, you know, people and business owners, we try and only do stuff that’s worth doing. And if it’s worth doing, it’s probably worth repeating and scaling. And to kinda make it as easy as possible and kinda like you said, ideally, delegated out.

So they can literally just look and say, Hey, if I need to do this, I do this. If for for some reason whatsoever, I’m lost, I go back here. Oh, here’s what’s to come. Where did I leave off?

Right? So it’s just super simple.

Bingo. And it’s like and any and it it don’t just think delegation.

Like, as a business owner and a freelancer, you’re by taking this approach and systemizing everything, you can not only delegate. You can automate.

That’s that’s, like, people think I delegate everything. No. You can automate a lot of stuff. Even mundane stuff like like like uploading receipts.

Okay? Like, when a receipt comes in, before I used to download the receipt, put it in zero, upload it to Hub Dog. So I I looked how can I how can I automate this? Okay.

Step one as the receipt comes in. Step two is I need to set the hubdoc. Step three is I need to upload it to zero. Okay.

Step one, I can I can use a filter in Gmail? Perfect. That’s gonna send it to hubdoc. Because Hubdot creates an email.

But how am I gonna get it to zero? Oh, there’s a plugin. So if I install the plugin, so now I create a folder, receipts come in, and it takes care of the process. Now that’s off my plate.

And before that, you’re then people argue well, hey, that only takes five minutes to do. Right? I’m gonna I have to blur this afterwards because I’m showing you.

But, like, the reality, it is, like, all this stuff that comes in, look at all these receipts.

One thousand three hundred and eighty two receipts.

It that that’s a lot of work.

Right? So by automating the process, it saves you time and it builds up. It’s five minutes here, five minutes here, five minutes here. But if I had it done and I did that for years, just to receive. Who cares? I’ll just upload it. Take five minutes out of I would put on on my daily checklist to do.

I never thought, wait a second, automate it. Three is a system. Here’s a process step by step. Done.

Right? Daily to do check checklists, you can I don’t work from them because you can you can automate or delegate ninety nine percent of the stuff? Right? I just work from from the calendar and I say, here, this is what I work on today. And then I build out systems, and there’s this links to my system that I’m building out. As I work through it, I document it. It could be video or steps or whatever it is, and then at the end of it, it’s repeatable.

Right. That makes sense. You know, not just the delegation, but the automation huge because you’re essentially just getting back more of your time so you can kinda compound that to whatever you wanna do.

And don’t discount those small things because as a business, especially when you get busier, those things add up. And it’s, like, you can treat this as, like, I’m turning this into, like, the authority status. Like, this is just a con bond. But if you notice here, this is like launch sub stack evergreen funnel. Right? Even each of these is a how to launch an evergreen funnel. And in here Right.

Those little things do add up. Like you said, even just receipts, be like a death by a thousand paper cuts kind of thing, you know.

Exactly. It’s you’d be surprised on the stuff. Right? You wanna automate as much as you can.

Because that stuff is gonna get you in the end. That’s why people get stressed. Right? And then you’re focused on working in the business.

That’s the biggest trap that business owners I don’t work in the business. I work on the business. My job is to is to coach and train my team. That is my job, period.

And and how I do that is, like, I create systems.

Right? And I and I allow them to make mistakes, and I mentor and coach them. That’s it. They run the business. I’m not involved in anything.

Right? And that frees up my time to spend with my family to do stuff I enjoy.

But I wouldn’t be able to do that if I didn’t have a system. It took a while to get to that point. Like, I’m not gonna say it’s easy, but when you make that mental shift and everything you turn into as a how to guide, you’ll start to see opportunities.

Right?

Does anyone at is that is it making sense overall to everybody?

Certainly. Yeah. No. Really well put too. For some reason, I’m just trying to get across in the robotic system with bridge now.

Yeah. It’s like this thing it’s think project because it’s the same it’s the same concept. It’s there’s no difference. It’s the same outcome.

How many of you you’re told, build a gantt chart, build a gantt chart, do an action plan.

Do a con bond board, do a work breakdown structure.

There there’s so much missed opportunity with this stuff.

It’s the same thing. It just create a system. They all achieve the same outcome.

Right? This is just the what? This is but you gotta dig in deep the how because I can’t delegate this. I can’t delegate a gantt chart.

I can delegate system.

Right? Because now there’s individual processes on how to clean the sink, how to clean the floor, how to do the bathtub. Because when I was cleaning it, I said step one, fill it fill it with a and people are like, well, you know what, why would you do a soap? This is a great analogy.

Why would you do a soap on filling a sink? Okay. If I said to you fill a sink and I said to another person fill the sink, you’re both thinking different things. I want the sink filled halfway with warm water, that I want a cup of cleaning solution.

Right? Just if I said you build a house and I want a house with two windows, I want, like, you’re both thinking different ways. So as mundane as you think it is, by thinking like that, you you get consistent results. Right? That and that that’s another is predictability. Right? It’s consistency, which is huge.

That is huge. Like, that makes me think of, like, when you talked about the sink, my wife, she does, like, training stores and fast food industry. So she goes into different stores and teaches them literally systems like this kind of like you said, literally, I think there’s a sync SOP for them. There’s an oven SOP.

There’s all all the systems, you know, Bingo.

Those are systems. People call them different things, soaps, whatever it is, but there’s they’re they’re step by step. Instructions on how to do something detailed so that you have consistent results. And once you you get it to that level, then you can delegate or automate because It’s all about achieving a specific outcome, right? That’s, but there’s a process to achieve that. You gotta figure that out and document it. That’s your job as a business owner.

That is your job to grow and scale is to is to create systems and systemize your business. It’s not to do the word. You can’t do both anyone who tells you you can do both is wrong. It’s impossible.

Your job is not to do the work. Your job is to work on the business, and you work on the business by creating systems, and then you can delegate it. You can hire people. Right?

Or even better, you hire people to to create the systems for you. You teach them this method, right, and then you hire a bookkeeper and then you make sure, like, I got burnt with that. Like, years ago, we had a bookkeeper and he left, and I was screwed. He didn’t document anything. And I was like, what what am I gonna do? And I learned from that quickly.

Right? So now you hire someone. They do the systems in the knowledge base. So if he leaves, who cares?

Fill in the blank. I hire anyone. Anyone can do it. I can do bookkeeping now.

Right?

Any questions on that?

I’d love to almost take the work of building out how to and then showing it to you, Jane or whatever that version is because I think it’s the getting confident in that behind one of the non negotiables.

Whatever that first one may be is What’s the deliverable you’re working on?

Sorry to Yeah.

I was just about to say. Honestly, it’s been one I think you shared on Slack.

How to extract all of your emails and contacts from existing inboxes to create an email list. Like, this is something that I have wanted to do. And I’m like, well, you know, what if I really have the need for that, then I’m it’s likely others because starting an email list is one of the hardest things.

To do. So where do you start from? So I’ve now been thinking, well, I should just make a how to you guy for that.

Bingo. That’s the first step in the process. You got it. You just now you’re thinking like a system, and that’s gonna be in your knowledge base.

That’s on the start. Create a new note. Literally like this. Creating a note, and and and don’t that’s the problem.

People make mistakes. Just start with this how to and bookmark this and just work from it. I’m gonna do this, then I’m gonna do this. Oh, no.

I’m not gonna do this. I’m gonna change this up. And by the end of the project, you’ll have a system.

No. Same thing. There’s no difference. People, instead of a gantt chart, now you’re creating a how to god.

And now you can delegate it. Ask for feedback. That’s exactly what you need to do. That’s step one.

Right? Use the and then how you do that, there’s different ways. Like, you wanna do a video? Sure.

Do a do a video, I’ll be doing it as well. Right? We use videos. We use checklists.

The the best ones were if it’s not too long enough as a video on a checklist. Right?

Just to make sure that there’s, like, your your processes there. But but your job is to is exactly what you said. Your job is to create these.

Create these or hire someone who knows this stuff better than you to create them for you. And then the test is that you can do it. Right?

If if my grandma should be able to sit down and do this.

Right? And then you get to that.

Like, when do you start to bring in people to can help you shortcut. And I think that’s what I keep going back to.

Like, hey, I could Google, I could learn, I could do the work of extracting, but then I think there’s that point at which finding people you trust, obviously, because there are always gonna be sensitive areas of your business.

Yeah. Twenty four years old. He manages a six hundred thousand dollar business by himself.

He when he first started working with me, He has no marketing experience. None.

J r, the I did a seminar on with copy hackers on how to do, AI, write articles guess who who came up with it. He’s in charge of it. Like, these guys, he has zero.

He didn’t even know what marketing was. But, like, he just got he got taught on the systems. Like, you I know these they do amazing work because they’re they follow clear processes to do it. It’s do this, do this, do this, do this, and I manage the process. And I and I define success by outcomes. I don’t care when they work. Complete effects of flexibility to work when they want.

I gauge them by outcomes, and I gauge them by following a proven process. That’s it. And once you create those, then you can delegate anything.

This is proof. This this is, like, I I I don’t know what they’re doing. The agency side, this is a million dollar business. I have no idea what they’re doing.

I I’m not even part of it. Val, this this guy right here, he runs everything. I have no idea what they do. He reports outcomes.

That’s it. And then I’m on our cash flows, and I work on systems.

And the end result is an amazing service for the client because that’s so important. Right? And I focus on client relationships, key client accounts.

I I focus on what matters.

They they work on him in the business. Val’s my integrator. This guy’s a genius. He what he didn’t start like that.

Well, he’s been a genius. He’s not I don’t want he is a genius. But he didn’t have the experience, like, to go into it. He just learned off processes.

Right?

And how did you find these people? I think that’s the other thing too.

Like, how do you build that start with one.

Start with your start Jeremy’s been with me for, like, that’s been with me for fifteen years. He’s been with me for, like, Jeremy’s been with me, like, six. J. R. Was hired because he’s his friend.

You know, start with one person and then build out your start with little things.

Right? Build your hire an assistant, and when you’re hiring your assistant, you just put them under operations. Right? And start with your first how to. Anyways, think think of admin mundane admin tasks that we do every single day. Turn those into a how to guide.

I love that. So where would you recommend going to find that one first person to to start, like, I mean, because I’m thinking back to the previous call.

Where Joanna said, like, hey, if you’re having a hard time building out your content for LinkedIn because whatever that may be, then then hire an RA And I’m like, now I’m going, well, I wanna find that person to start testing the building, the systems, and sort of offloading some of the work that You know, it’s slowing me down because it’s one of the areas that I need to be focused on, but don’t love it. I don’t love doing LinkedIn posts, to be honest.

You can automate that. We can delegate that out a hundred percent, to be honest. Like, I don’t easily like, the the I’ve been burnt a couple times. Like, find it’s not it’s hard to find someone that’s really good that you can trust.

But once you do, I’ve learned, like, you you take care of them. You you you give them, like, training, which is which is the systems, their proven processes, like, Jeremy loves direct response. It’s like he loves learning. Right?

You take care of them, you reward them, you let them make mistakes, and then you just you they stay with you. Right? That’s the biggest thing that I’ve learned.

And how did you find that? Like, where did you, you know, in that process of trying to get that person who starts, let’s say, for eight hours a week?

Jeremy was like, who is it the first one? Vit Vit started on this is like so Vit contributes to the WordPress core. Okay? He started when he was with me. He was twenty two years old. And I think he was, like, I was looking for, like, a freelancer to do some WordPress stuff.

And he was, he was out of the Philippines. He’s been with me for, like, god, fifteen, twenty years. I’m godfather to his kids now, but it was building that relationship and and building them up, building them up, building them up, building them up, building them up, and then just helping them succeed. Right?

You you that’s probably in a nutshell. You help them succeed and and achieve what they want, you give them flexibility and stuff. And and I did that with systems. I wouldn’t be able to do it if I didn’t.

Right? We have a whole thing on WordPress support. We’re launching WP total care. Very soon.

Right? So here’s the board. I gotta make sure they they do all this. So here’s the board.

Here’s the system I’m setting Our goal is a is a hundred thousand active customers, a hundred million annual revenue by two thousand thirty three. That’s a bag. I’m not gonna say we’re doing it, but that’s the goal. And this is a system.

Right? Each of these rocks is a is gonna be a process. Here’s my q my q one rocks This is this is a system, and all of these are my deliverals I’m gonna do. I’m gonna create the website, I’m gonna do the pricing plans, I’m gonna do the services, the plans, And then I’m gonna take this, and I’m gonna delegate it out completely. And then I’ll move on to the next business.

Rints and repeat.

And where did you find the people? Did you find, like, you went to fiverr or Upwork?

Yeah.

Up work, you said, Johnson?

Yeah. Yeah. I’m I’m using it right now to hire someone for the social media side of things.

Yeah. And how are you vetting them in a way that, like, obviously, they get good reviews, etcetera. So I think because it’s I’m I’m on that same camp. I wanna find somebody. I I want I wanna kinda build that rapport quickly because it’s time to find and hired.

Yeah.

I mean, you got, like, you you’re gonna get ten, twenty proposals to your to your job.

And usually, I think it’s fine to just shortlist down to two or three.

And give a test project and just be willing to to spend some money to figure out who’s the best That’s really cool, John.

And can I share can you share a little bit about what you’ve learned out of the process that you’re doing going through right now?

Yeah. Yeah. Sure. Watch out for fake accounts. There’s a ton of fake accounts. It’s kinda crazy.

Watch out for AI generated proposals. They’re really I think they’re quite easy to spot. But if they’re not easy to spot, then at least they’re doing a good job in their, in their prompting.

And yeah, I’m hopping on a, a video call with each of them before I explain the test project just so I can get a vibe from them as well.

And see if see if we’re a good match.

But, then what I’m doing is sending, a loom of me creating a carousel for LinkedIn explaining to them a little bit as I go, and then asking them, giving them a new script and asking them to, to follow that process, and, and see who who who basically does better.

I love it. And a quick question, how you considered the idea of finding somebody who already is the expert in all things LinkedIn or are you looking for somebody who you could train on that?

I think there’s a lot of VA’s now who are have some experience on LinkedIn, and I think it depends a lot on your strategy.

If you’re totally cool with kind of like, just slowly growing the account and and your followers and, and, being too too, overly worried with it at it, then I think you can get by with someone who’s just a decent virtual virtual system. But personally, I think that then you miss out on a lot of the, kind of extraordinary opportunities that can come out of of, the the the networking process of of LinkedIn. So I I still wanna be kind of top level the one who’s responding to comments, the one who’s leaving comments on posts, for the most part, but either the majority of my work on LinkedIn is is in the the designing of the the carousels. And so I I just wanna make sure that that takes up as little time as possible.

Yeah. Yeah.

But I did think about running all of my previous comments through it, like, into a, an AI assistant in playground. And using that to see if it could generate responses that sounded enough like me that I could hand that, that bot over to to a a virtual assistant, and then they could just, respond on my back.

Yeah. It’s interesting.

I looked at Tap Leo, and I I’m not sure if I’m gonna continue with it because I was doing a one month on it, and they do have the ability where somebody where they don’t have direct access in your LinkedIn account, they can potentially write posts and send them to you and then you can review them and then schedule them or It’s Yeah.

I don’t think Tapair is really I don’t it’s okay. It’s it’s but I don’t think it’s great. And I think it would just be better better off, personally, training a virtual assistant to who who gets to understand you, your process, the stuff that you’re interested in, and can become like a, you know, a partner in writing.

Yeah.

What one of the things to do is, like, there’s there’s two types of assistance. Right? There’s, like, what I do is you have it doesn’t once you create your process, a step by step guide, it doesn’t matter who you hire, to be honest. You can as long as the the outcome is there and you teach them how to do that, anyone can do it.

But there’s the other type of hire is to send them a video and say to them, take this video and create a step by step process from that video, and then have them send you the soap.

Right, because ideally you wanna hire someone that is capable of doing that, right, to help you set up these systems and automate.

And you’d be surprised on on it it it seems simple, but it’s not for people to think like that. Right?

That’s worked well. Like, we did that for optimizing WordPress page speed. I sent a video and asked people to to, turn that into a soap. And then we they sent the soap. We paid them, like, a hundred bucks. It and we didn’t have them do all of it, but, like, a couple of pages, and then we we hired based off that. Right?

That’s really interesting.

Yeah. But don’t but I’m I’m like, if you get freelancers and stuff, like, Most of the stuff, like, if you get how to guides, you don’t have to worry about, like, who cares if if they’re freelancers, they’re gonna come and go. Don’t wanna work with you full time, have them. Right?

Or you don’t have them could be outsourcing it. I don’t care as long as they follow the process. It doesn’t matter to me. If you’re gonna hire someone like a virtual assistant and you you wanna mentor them and coach them, Right?

Do what I do and and sort of test them.

Yeah. It’s so interesting because I hear the two sides of Hey, you could put higher than knowledge base of somebody, let’s say, in a specific expertise domain area of LinkedIn.

And you could have them do some work for you then help create SOP for you to follow.

If that is something that they would do.

And then from that expertise, you can learn and do at the same time and create some how to for or yourself.

And then eventually you could hire a VA, you know, to help you keep the longevity of the how to going of LinkedIn posting. I mean, I’m I’m I’m thinking this all out loud as I go because LinkedIn is the bait of my existence.

I do not like it, but Take a course, document the process on it.

There’s there’s your process. And then as long as you achieve the outcome, You good? It’ll change over time, but your VA will, like, like, Jeremy knew nothing about GMB before that. Now he’s an expert.

That changes so fast that overnight, like, anyone who says they know everything about anything is is lying. Like, it’s impossible and just changes so quickly. But that’s where that’s the opportunity. You get them to update the guides, the soaps, whatever you wanna call them.

That’s their responsibility. Right?

Yeah. And if as long as the outcome’s the same, but I a lot of people, that’s the screw up too, is people don’t get clear on what exactly what they want.

Right? As long as you’re clear on the outcome, how you get there can change over time. But but as long as you’re you know exactly what you want and what success looks like, you can figure out how to get there. You can create a process, and then you can document that process. Then you can delegate and automate.

I also wouldn’t be worried about getting it, like, I wouldn’t worry about optimizing that process too much either. Like, it’s such a messy experience, social media, and and growing LinkedIn, and Like, it’s it’s not gonna be, like, it’s it’s it’s never gonna be perfect. And I think what’s most important is just, like, getting the right attitude, getting the right system.

It might be do this though.

Like, here’s the that’s a great question. So here’s the the social media. Right? So you’re whenever you have them do something, you’re linking to the system, and this is a living document.

This how to guide is a living document. So every time he goes in and he optimizes his GMV profile, right, it may be different. And if that’s the case, then he just updates the step. So this is a living, breathing document that’s assigned to him.

So step one, this may not be relevant. In a time. Okay. I’m just gonna update this. I’m gonna update I’ll remove this step. I’ll remove this step, but you’re always working from this document.

Does that make sense?

And that’s that’s the secret. Right? That’s one of the the the ways that you you systemize your business.

I love systems. Yeah. It’s just the how to and what system to start with.

And How about we do one together?

Do you wanna do you and I will work together and we’ll start I will I’m gonna put this together because I wanted to use Joe’s that was relevant because it it is a bit of a mindset and it’s a shift, but I wanted to do this as an example, but I’ll let me work with you on that. Will pick one of the things you’re working on, and then you and I are gonna organize it, and that’s gonna be your very first system.

I love that. And then you know what it’s gonna be? It’s gonna be my email list.

So how let’s break that down. So what is the what is the outcome that you wanna achieve?

Well, I mean, I’m so curious how many latent emails I okay. Yeah. It’s a good question. So first of all, I’m gonna walk through what’s on my mind. What what number of emails do I have that are potential opportunities within my Email accounts.

You’re gonna segment your list.

That’s the first step.

We’ll extract my list first.

You’re gonna extract your list, then you’re gonna segment. Then what’s next?

And I’m gonna segment.

And then I’m gonna Define segment.

What are you segmenting by?

Well, I’m gonna leave that one for a second, but I think what I’m gonna do is I’m gonna check to how clean the list is.

So you’re gonna clean your list first. So that’s the first step.

And then check deliverability somehow. Then I’m probably then gonna segment my list on what criteria?

Maybe, we’ll figure that out as we go and we’ll document it.

Six. So and then six is, okay, taking that list and then setting it up with an email marketing platform.

There you go. Now you have now we’re gonna document that, put a how to, whatever the outcome is, and then it’s a repeatable process. So now you can do it if they ever come across that task again. And that’s an evergreen task, meaning that it’s never gonna change.

The tools may change, but the you’re still had a segment of list inside a segment of whether to use a tag or what it is. Right? And now if you wanted to, you could delegate that to someone and say segment my list, and then I’m gonna send this evergreen campaign from this list, and now you’re gonna have a how to guide on the other you see how it all connects?

Yeah. And I think the question too becomes how do you I’ve always wondered how you take personal emails to your personal inbox and then clean them and make sure you can deliver to them.

We’ll figure that out and we’ll create a we’ll create the anything like that Yeah. Is a process that you that you can do anything. It’s just there’s a process. You gotta figure out how to get that and you gotta document that process. We’ll figure it out and we’ll document it as we go. And we’ll save it, and that’s the first thing that’s gonna be in your system.

I love it. That’s my that’s my project or my system.

Well, it’s it’s one of the piece, and that’s related. So so the the trick, and I think what Joe’s what she wants you to do these daily these daily things because it’s it should be part of your your overarching goal. Like any of these non negotiables need to support a goal.

Yeah. Okay. They they need to, like, the related to the health. Like, you focus on the twenty percent that is gonna help you achieve eighty percent of your goal. We all have a goal to achieve celebrity status. All your non negotiables need to support that.

Right? And they’re gonna be subsets of this.

And that’s the question of where you’re and then I don’t know the to it is like you said. Okay. If I have that email list, how many of them can I actually use? How many can I potentially put into a newsletter or email to drive sub stack? But when I have that email list and I have a clean deliverable I feel like there’s a a sense of, you know, knowing where I’m at because everyone talks about re algorithm could change from a social media perspective, but you always have the bankable, you know, email list that could convert into paying at any time that you choose to do maybe a course or a webinar or etcetera.

So that’s kind of the work But Can I can I give you an opportunity?

Yeah. Talk to Joe about creating a course on how to launch a sub stack newsletter.

There’s there’s opportunities everywhere because that’s what the course is. It’s a detailed step by step how’s you guide. And anyone can figure it there is a process that you need to follow. It will change.

Yes. Technology changes. I get it. But if that happens, it’s little tweaks.

That’s the opportunity.

Right? You just said two systems to me. You said a system on how to segment and clean your email list and a system on how to launch a sub stack newsletter. Yeah.

There’s opportunities for both of those. It’s what you do with them afterwards. And if you don’t document and do what we said, you don’t have those opportunities. Yeah.

You see the difference?

Yeah.

Think system. So do that. I I would do that. Of course, if it’s a good course, you gotta learn how to do it anyways. Correct me if I’m wrong, it’s not gonna do itself.

Yeah. No. That completely reminds me of something I’m working on with a fellow marketer. It’s like, we’re reaching out to some chiropractors and physical therapists, and a lot of them have, like, large lists of people that haven’t come in for, like, an adjustment or, like, just kinda touching base to see whether at, like, mentally wise or health wise.

And one of the things we’re working on is, yeah, learning how to clean their list properly so then we can, a segment to people who haven’t been in, like, six plus months versus people who haven’t been like a year out, you know. So it’s like, obviously, the people that are year out are gonna need a little bit more nurturing and things like, hey, you know, these three reasons are why it’d be great to come in. Here’s a fifty percent offer. Take your first one free, and then we’ll give you what whatever the offer is.

The offer is still being milled over. But that exact same thing is where we’re starting. So it’s like, I’d love to get on with you guys more about, like, the the scrubbing and the email things like that because that’s, like, one of my main focuses for sure.

And one of you need you need process. I’ll tell you why. Because in Canada, you have to segment if they haven’t contacted you within two years, you can’t email them. Oh.

But you need a process that that’s why you document it. Right? And it and you in it the outcome is to send okay. Let’s talk about the outcome.

Your outcome isn’t to is to segment and clean an email list. Your outcome is to send a segment and keep clean an email list in Canada or you could have three different soaps depending in there’s Europe, there’s a different process.

In Canada, there’s a different process, the US has a double opt in. It’s implied consent.

You have to have these processes. You have to document it because you’re gonna get in trouble down. You can get sued for that. Right.

If you don’t have a process, what are you gonna do?

And nobody has it ask anyone. Hey, do you have a process on, like, sending an email list in Canada? I do. They don’t. So what you’re sending you mean you’re emailing people? You know, you’re not following a process?

Now we’re just going in swinging, man.

That’s and that’s what people do. They figured out as they go, which is good, but you don’t they’re not documenting it, and they’re not saving it.

They’re doing themselves in justice because they’re missing out on an opportunity. Each of these is an opportunity. Every single one of them.

Yeah. And it’s so true. No. And where are you based?

I’m in Oregon, North America.

Yeah. And that’s the I think doesn’t Canada have double opt in too?

No. You have to it’s over it is, but it no. No. It doesn’t have double opt in here.

It’s, like, over two years. If they haven’t taken any action or contacted you, you can’t email them. And then they used to have implied consent, but it’s only implied consent if they schedule the the console. Like, if you and that doesn’t involve text.

There’s a whole different set of rules for texting. Just because you schedule a console doesn’t mean I can you. I can email you. That’s implied consent.

Text is double opt in. And it has to be within a certain, like, there’s certain rules. You gotta document that. Right?

Right. I love that idea of, like, you do. We do. Like, there was a really good realtor in, when I was working in real estate, she would train her team and she had crazy systems like that and want her very first system, which is you do, we do, then they do. So it’s like build that system out, do it a little bit together, and then they’re just fully on their own, which it sounds like exactly what you’ve you’ve done, Shane.

You need to. And if you don’t if you wanna start hiring VA’s and delegating and stuff, you need to systems. You need to literally have your business run on how tos.

And then and then you’re not managing you’re setting them up, but then you’re the person that you’re hiring to manage these, you put it in their job description that they’re responsible for maintaining these. Right? And just by the nature of doing it, and literally they work from these when they do the task. Like, they have this open, and they’re like, check, check, check, check, check.

And as it changes, they’re updating it as they go. So it’s always it’s always a living document. Right?

I set up any evergreen funnel. Step one. Check. Check check check check check. Oh, this worked.

I’m gonna update this. Right? I’m gonna do this. Love that.

Yeah. This isn’t working very good. This is killing it. So let’s just replace this with that.

So You got it. And now it’s a living document that was always there, and then it’s like, and that’s this is a course. I could easily turn this into a course. I could easily turn this into, a a bunch. I could do so much with this. Right?

Yeah.

It’s funny how it’s still, like, reminiscent of, like, building out pillar content, if we build out like a newsletter, then you can sort of repurpose a portion of that as a blog or as a YouTube short or or as whatever it is, but there’s the same similar methodology with the system going into a course or if you have a process, yeah. If you have the process.

Right.

If if you treat each one as a system and a how to, absolutely, you can. And that and that’s where you have the opportunities. Like, it’s and then eventually you can do what other people do. Like, they’ll hire other people to build the systems for them, which is, of course, Right?

The you hire someone to build a course. You’re hiring them to build a system. Same thing. You’re just gonna sell that course.

You can turn it into a product if you really wanted to, but you’re gonna have them document the whole step, a to z. Because that’s gonna be the course.

Make sense?

Yeah. Totally. Love that way of thinking about it too, for sure. Definitely some mind opening stuff there?

It is a my I know it’s a shift and I was trying to, like, I was trying to figure out, like, what’s the best way to do it.

And I think another way is my like, I’ll work with you manique, and we’ll we’ll start building out your system step by step.

Starting with what you’re working on, and we’ll use this as a plan. And then that’s gonna help people sort registered as well. Okay?

Yeah. This is great.

Did it make sense that it came across? Like, I was hoping I was I was struggling like, how can I explain this? Like, I was trying to get across, like, because I know it’s a bit of a mind bend when you something versus a system versus like a plan versus a marketing plan. It’s a subtle difference, but it’s a big one.

Well, and I think it’s even discovering within the how to guide that there are going to be areas where And I keep going back when somebody asks you, like, oh, how did you do that within the obvious thoughts, odds of where you’re doing something?

Then that becomes another how to guide as well. Right? Because that expert curse, you start to forget where your knowledge is is just automatic. And then the other moments where you have people say, oh, how’d you do that? Then that becomes the chain, you know, and and it’s sort of like embedding those in places that, essentially, it starts with an idea. Like, my idea is I’d like to get an email list for what personal contacts and start the process of cleaning them and segmenting them and then selecting the right service, email marketing platform, because quite honestly, there’s so many of them. It’s they’re so expensive if you don’t pick the right one, and it’s super confusing.

And I feel like the process of even selecting an e email marketing platform is, of course, in itself, Yeah.

What’s the last Nolan, what’s the last deliverable you just did with the client?

We were working on a It was a marketing business who markets to cash based physical therapist, which I didn’t even know was a thing. So their thing is, like, in ninety days or less, we’ll get you thirty k of revenue where we work with you for free.

And, yeah, that’s what’s Well, what did you create for them?

Like, you created a website? Yeah. So if if I asked you to hand me a step by step how to guide, could you do it? No. That’s that’s the missed opportunity. Exactly.

What you just told me I didn’t document it.

Exactly. Now it will.

Next time, you better believe I’m gonna be recording.

That’s huge. Yeah.

Exactly. If you do it anyways, people do it anyways, but they have a project mindset. There’s a start and an end date. Wow. That’s not the way to look at it.

It’s like, no. There’s a bridge or whatever the house, whatever you wanna build metaphorically. We’re coming back into it, you know.

You got it. Bill that. You got it.

That’s I don’t know why.

Maybe it’s because I watched Lord of the Rings recently. I keep picturing, like, this medieval, like, three foot long river in, like, this whole family jumping over, jumping over to get to their house every time. But it’s like, no. Just build the bridge or the bakery or whatever this system is because it’s gonna be repeatable scalable regardless if they’re infants that can’t jump it, elderly people. Like, it just needs to be easy, reputable, and scalable. Exactly.

Yeah. And you’re doing it anyways. You’re you’re you’re you did that anyways. All you had to do was instead of that project plan, just work, and it’s so much easier. You have a page.

I just don’t build the bridge. I jumped over the river, like, oh, there’s not gonna jump back. Yeah.

Yeah. No. And it would be so interesting if you could do a Loom video pretending that you started from beginning knowing what you know and just do what you did on my video.

As you go, you’re moving somewhere. What you and I just did? Same thing. You’re moving stuff around.

You’re like, start, and it’s a living document. You just link to that living document and you book time to work on it. That’s it. Right.

You you’re struck, and that’s your daily non negotiable. I’m gonna spend one hour a day working on my email list.

And then you’re gonna wait two minutes.

After this call, but, like, what did I do since I’m still kind of working on it? So it’s still very fresh. Obviously, had I been doing it as I was doing it? That’s ideal. You know?

Exactly. And then your documents Right.

Then in there, and you’re like, oh, this kinda suck. Oh, this worked really well. Now I’m kinda like, Did that work well? Did I go back? You know? Yeah.

Well, and then you could take the transcript of you talking through the video and turn it give it to chat GBT and say, turn into a step by step process.

I got it. You got it. Now you’re thinking. Record yourself. I do that with little mundane task. And I and I transcribe it and I turn it into because you never know.

Right? Yeah. You never know. And before you know it, you’ll have hundreds of little how to’s in their evergreen. They are never gonna change. The process is always the same.

And then you step back.

That’s my goal. I’ve gotta learn how to do this.

Well, we’re gonna I’m gonna work with you on it.

I’m gonna work with you on we’re gonna you and I will spend some time and we’ll work on the the pro because it just so to reinforce it. And we’ll start building out the first thing is to build out your knowledge base. Right? Have those three folders, operations, your finance admin, and then your sales and marketing. The the the operations or the sales and marketing and the finance admin, those are your core functions. Those support your operations, and your operations is delivering the service.

Yeah.

Right? Then make those distinction, and then you’re good. And this create how to guys each of them and then you’re golden.

How to invoice a client, how to there’s a process for that. Right?

Oh my god. How to build proposals?

Bingo.

And then you can you can outsource that and delegate. Here’s how to build a proposal? Okay. Let’s let’s think like a system Okay? Let’s let’s do a discovery call with the client. Let’s create a story framework.

Let’s ask those questions in the same steps as the story framework. Let’s take that, transcribe it, and then let’s you see what we’re doing. We’re creating a process.

Yeah. I know.

I just had it And then let’s send it to design.

I just had this whole conversation with, people who, you know, are trying to negotiate payment terms, for example, and have the conversation about, you know, you’ve gotta put in and I’ve told them, like, you’ve gotta make sure that you put on the interest if it’s, you know, so that If they don’t pay, you’re not getting mad, accounting them. The the reality is is, you know, it’s passive income until you get paid. Now granted you wanna get paid the full amount, Like, I never thought about that, but there’s all these nuggets that are in us that, you know, are able, you know, to be shared.

Like you said, even on a invoice. Like, what are the key things about an invoice that are gonna protect you, for example?

Ask anyone in the group, hey, sending a proposal. Can anyone send me their step by step process and how they do it?

Yeah. It’s all in their head. Yep. Right. And that’s a missed opportunity.

Yep. And then that means okay. They may function in their head. But they can’t they can’t delegate it. They can’t automate it, and that’s the trap. Because once you get in the trap, you’re working on the in the business.

And if you’re working on it in the business, you’re screwed. You’re gonna it’s gonna lean to burn out.

You’re gonna There’s gonna be so many hours in the day, you know.

Exactly. You got it.

But ironically no one has I need a system for my client outreach because it’s definitely in my head, and I gamify in a Excel spreadsheet, but I need to just have it systemized.

Like, Yeah.

Oh, yeah. I would know and I would definitely, hey, we can cheat. We could be like, this is my how to guy. I’ll change it. It becomes a exchange retailers out to you guys.

For sure. Yeah. No. And it’s fun because you can kinda gamified, like, all my conversion rate sucks with this kind of business, or it’s like my I need to work on this portion of it and you can kinda see I can see that being implemented in the system and being like, okay. This sucks. We’re gonna scrap it or consistently trying to hone in on it and just make it more.

Even ask if you ask anyone in the group, like, your social media say, well, does anyone, like, post on social media? Yeah. I do. And then ask for the step by step how to guide.

They won’t be able to give it to you. And the missed opportunity is that you can delegate that stuff. Well, no. I’m not gonna do.

I’m looking for a VA, but you’re looking for a VA. You don’t have the process yet. Build the process and then hire your VA, and then now you have something to gauge the success by whether they’re they’re doing a good job or not because you have a proven process.

Yeah. It’s all about that for sure.

Yeah. It’s simple. So okay. I’m glad you guys, like, it’s I was trying to okay. It it is helpful. It it came across. Okay.

Very, very well spoken.

I think Yeah.

I’ll work with you, Monica, Monique. Sorry. We’ll we’ll we’ll work together, buddy. Do you want Nolan, I can work with you too, buddy. If you wanna, like, work on some.

I would love that for sure.

And we can both start with the with the authority plan.

Like, just looking at that, and we’ll start with one of the deliverables.

Like, what do you What’s the first thing that you’re working on, Nolan, for your authority plan?

For me right now, it’s like my productized services because I have a couple clients that I’ve worked with in the past, and they’re like, was trying to negotiate, and I know everyone wants to pay down here to get up here. So it’s just like I just wanna have my services out there and like, this is what it is. If you want it, great. If not, I don’t I don’t really like to negotiate things like that. It’s, like, I feel like they disrespect my business at that point in time, and it’s, like, I don’t really wanna not that I don’t wanna work with them, but it’s just like, I would prefer just being, like, This is the price set in stone, and that’s it. Okay.

So the outcome is, let’s use a framework. Right? The outcome is that you wanna productize a service in your in your company Correct?

Right.

Now to get to that point, the very first step that we’re gonna need to do is you need to look at the services within the past couple of years that you’ve delivered and you wanna focus on the twenty percent of services that generated eighty percent on your your revenue, the high ticket stuff, okay, or the stuff that you’re frequently delivering.

That’s the first step. Then once you know that, you can identify the product that you’re actually gonna productize.

Then the second step is that the actual process to productize that service, and it just so happens, Joanna has a really cool course on that. That’s your process. And at the end of it, you take that how to manual and you productize another service. Then you can’t dispute.

Course is that?

I I don’t know if it’s launched yet.

Ryan’s doing it right now.

Sorry. Is it right? Yeah. I think he’s I think he’s doing it right, but that’s what he’s doing.

Oh, the productized service one.

Yeah. The productized service.

That’s Oh, yeah.

Good call.

That’s your how to guide.

And we can we can build that out and then document it. But then we’re also gonna have to get into let’s let’s look at something else you’re gonna have to automate. When part of automating your creating product high service is finalizing your sales funnel.

You’re gonna have to create a sales pipeline. You’re gonna have to do your marketing funnel.

Those are systems you’re gonna have to create.

Right.

You might you have to document them. Right? And then you save those to your knowledge base. Now you have four different how to guides So as simple as that.

So open up a Google doc, literally name it how to, and then link to it from your the plan that Joe has, the authority plan.

Are you working on that now?

Is that when it’s due this quarter?

I believe so. Yeah.

Is it? So put it here. Literally do this, buddy. You do this as, like, literally do this. It’s so, like, don’t over complicate it.

So say it’s in the shop.

Literally do this. How to productize, you know, a service, and then link to the how to document, and then you just and then that opens up and then just work from it. That’s your perfect plan. Figure out as you go.

I’m literally doing that after this, call.

You see how simple that is?

And people do, like, hand charts and you wanna sit on the email one, because I would love productized services the next thing to do.

Honestly, like, I feel like once I have a productized service, and that email base, they kinda are together starting point.

That’d be the only one without the other. Right? You’ll need the you can’t do one to figure it out. Yeah. Exactly.

Yep.

So I’d know, and I’d happily go in, like, if we wanna sit together and do the email and then prioritize service, that would be to really great how to guys, I think, to get me going.

Share the plan. You guys share this with me both of you and then and then figure out the trick is in each quarter.

This right here is a process. You can’t do what are you gonna do in q one? What are you gonna do in q two? In q one, you’re gonna productize a service.

What you’re really saying is you’re gonna create a step by step process to productize the service. And the end of it, you’re gonna have your process documented. What are we gonna do in q two? Well, you’re gonna sell and market that.

Right? That’s and that’s what Jill’s trying to to teach you guys, right, each to look at it that way.

Right. And then don’t link, and you’re oh, it’s so simplifying it, guys.

Like Right.

It’s literally just breaking it down to very first principles, like engineering stuff. I love that.

Bingo. And not only that, buddy. Think about it. All you’re doing don’t get caught up on, like, these stupid task management stuff. Like, people time block individual tasks, that’s mind numbing. No.

Just block out time to work on your authority status, link to your the authority on it, and then just work from your online document. Pick up where you left off.

Exactly. You see how long that is. So easy to follow, and that just makes perfect sense honestly.

Exactly. And that and that’s the way to do everything in your business.

And It’s always so over complicated, but there’s this.

There’s this. And it’s like, man, there’s so many opportunities, but it’s, like, really just systemize it, and there won’t be as many opportunities, you know, hone in on what matters, you know.

Exactly. And your project plan is a how to guide. That’s it.

Yeah.

I mean, I’d love to have one productized service by the end of January that I could send you an you know, email list in on social media and just say, here it is to your point, and all I’m like I can help you.

If you want to do the productized service, we we have about ten, fifteen productized service.

As we’ve launched. We make one service makes about a hundred k, a year. So I can help you guys with that step by step because part of the process is you’re gonna have to you you you’re gonna have to have a system to to market it to sell it than deliver the service as well. Right? But that’s easy. That’s just con that’s just can ban. It’s to do doing done, and then you but you automate it, that what you’re gonna need is part of your process that you’re gonna have is like a client discovery, but you’re gonna automate that.

Right? And that’s gonna give you everything you need to build it. And then at the end, the trick with a productized service is not to do it, just to automate it and delegate it.

Right? Your job is to build the system not to not to do the work. Right.

I feel it.

That’s if you wanna scale.

I feel like if we do one productized service to three of us altogether from beginning to end as you describe it, Shane, I would, like, have a massive unlock.

You guys wanna if you guys wanna pick a service, the productized service, I will help you guys. I promise you guys in three months, will you’ll have a fully productized service. I’ll even do to help you guys. I don’t mind.

Like, I I’m all of it win win, like, succeeding in life. I’d like to help people is I will my agency will do the the this stuff. Like, we’ll we’ll code it for you. We’ll do all that stuff.

Right? I’ll I’ll walk you guys through the what we just did on building the system. The end goal will have a complete system on how to launch a productized service.

The stuff like the landing pages and all that stuff my agency will take care of will use WordPress.

We’ll we’ll we’ll do that for you. And in the end of three months, you will literally have a productized service you can give to the students and say, well, I’m gonna I’m gonna start making money from this.

Oh my gosh. That’s it.

But it’s easy, though, guys. It’s but it’s it’s it’s possible and it’s easy as long as you approach it as a how to guide.

Right? Right.

So it’s That’s the productized service.

That’s it.

Yeah. Without those systems, it’s just so overwhelming because there’s so many moving pieces. And there doesn’t need to be that many moving pieces. I know.

Focus on the twenty percent that is gonna achieve eighty percent of your results. That’s it.

I’m not sure if that is yet, but I’m willing to get jump on in So what would be what would be the next meeting type?

Like, where Nolan and I could no.

Are you What would you can send me your authority plans, but send me those authority plans.

I’ll bookmark them. I’m gonna create a system. I’m gonna I’m gonna do what I’m doing. I’m gonna I live this stuff.

Seventy authority plans, I’m gonna create a system to help you guys launch product high service. Okay? Then we’re gonna work from that and and then I’ll show you how the first step is we have to define, okay, we know what the outcome is, and we know what you guys wanna achieve celebrity status. You’ve chosen your one thing.

Then once that’s done, we’re gonna start if you wanna start with a product size service, that’s fine. We’re gonna schedule it out.

And we’re not we’re not gonna get caught up where it’s like, In q one, I’m gonna do this phase. In q two, I’m gonna do this phase. No. We’re gonna say, by the end of q two, we’re gonna have a fully productized service. You’re gonna link to a how to check mark list. That’s it. And we’re gonna figure it as we go.

Easy, peasy. Right.

Love that out. It’s just like simple reverse engineer. Like, what do we want? Okay. Let’s just work a little bit backwards straight lines for That’s it, man. Not branching out over here. We’re not branching out over there.

Think about it two calendars. Like, I’m a bit of geek with time management, about how, like, mind numbing that is when people, like, actually time block specific tasks. That’s insane.

Rate time block outcomes.

Just set aside time. Everyone, well, what is my one thing that I should be working on? My my non negotiable?

What they’re really saying is I’m not clear on on the outcome that I want. I’m not clear on my goals because if you don’t know the outcome or the goal, you can’t you don’t know the process to get there, and that that’s what they’re confused about. Right? That’s the issue.

Right? And then when you block, you time block, you just focus on progress. Today, I’m gonna work on my authority site. I’m gonna open up the how to document, and I’m just gonna pick up where I left off and move to the next step. And then I promise you in three months, you’re gonna have something really good.

Awesome. Love that.

Alright, guys?

Okay. Is it the but it made sense. Everyone, any last questions before we go, I know we always stay longer than it’s, any other any other questions on that?

No. I think it’s just letting it all sync sync in.

Yeah. Let it sync in, and I and it’s gonna really sync in when we do it together and also give everyone else examples of it, including, like, how to set up the knowledge base because you’re really setting up your system on how to run your business. Right?

As well. And we make a here’s another tip. When you’re creating your product type service, you’re gonna need to invoice clients. You’re gonna wanna automate you’re gonna need a you’re gonna need a how to guide on how to invoice clients.

Right. And see how it connects? And before you know it, you have, like, from that one productized service, you’re gonna have twenty different how to guides in each different department that night you can automate or delegate.

Well, I do have a business.

Exactly. Now you’re systemizing your business. Exactly. And that’s the mindset to have. Right?

Right.

It’s a big it’s a subtle one, man, but it’s it’s a big one. Right?

Well, and one of the things that I’ve really been thinking about that Joanna had said is that you don’t actually need a website. You just need a landing page, which is can be within Stripe.

And I was like, that’s a bit of a I don’t even have a website, guys.

Yeah. You don’t even need a website. No.

And this There’s different ways.

And that’s a lot a lot of where I’ve been hung up on my business is the fact that I don’t have a website up.

And I’ve sort of It depends on your strategy.

You don’t need a website.

It depends on I know.

And I think that is in itself a how to guide. Like, by the way, you don’t need a website to have a very profitable business. And here’s how you can have a landing page and a place where you create these services. Like, I think that’s that how to guide is a value alone.

Well, the the the how to guide on that is it’s a it’s so that there is a there is a guy. That’s what we did as partner Right? So we have agency partners we work with, where they white label all of our our work. Right? So we’re doing the work. And but their clients don’t know it, but the work we’re doing is product sized and delegated out.

So I don’t we don’t have a website because I don’t need to because we always have business coming in. And then the the services are all productized, systemized, and then it allows me to do like, I have a lot of time on my hands because it’s I can.

Right? I have two kids, but it’s but it’s building the system to get up to that. Right?

That’s the secret. That’s that there’s a whole that’s that’s what you do. Right? Right?

Definitely working a lot smarter than harder, but like you said, it wasn’t like you couldn’t just flip a switch on it, like, work smarter.

You had to work hard to learn and fail from and no one thinks like this guys trust me.

Nobody thinks systems. That’s why there’s such burnout. That’s why people get, like, frustrated. That’s why everyone’s saying Don’t do agency work.

Don’t do agency work. But you hear Joe say, yeah, do agency work. There’s a lot of money to be made. What she’s really saying is system Like, she’s she you don’t think she has.

It doesn’t have a a clear cut system and processes in place to deliver? You bet she does.

Right.

Right? And that’s what she’s really but people will start an agency, but they won’t think they don’t even have their services productized. That’s crazy.

I feel like that’s you gotta set that up early for your Exactly.

You don’t need custom work, you you just need to solve problems.

Right. Right. This is it. Either you want it or you don’t. If not, there’s thirty million businesses in just the US alone.

So Well, yeah, but the beauty of it is you don’t you don’t need to tell they don’t need to they’re they’re getting an amazing product and because it’s a systemized and you’re you’re ensuring consistent results.

They’re actually getting a better product than this custom stuff. Right? But you don’t have to sell it as that. Right?

Like, when we deal with the clients, we’ll we’ll charge, like, say, like, twenty grand for a website. It’s a proven system that we use. We use ADA framework. You don’t think it’s a step by step process.

They it’s custom, but it’s not. Right? Yeah. That’s the key. That’s the trick. But if you don’t think like that and you start an agency, you’re done.

You’re burnt out. I’ve been there. Trust me. You don’t wanna go there. It’s depressing. I I had depression because of It’s, like, this is years and years ago.

You don’t wanna you don’t wanna go, man. This stuff works. I have a clinic in Los Angeles. I have rental properties an agency, multiple productized services going on, kids, and it’s all systemized, right?

That I’m not I’m not like it’s genius. It’s just just create systems and figure it out.

I’m so excited.

I feel like this is so stuff.

Yeah. I’m I’m really, like, I guess now it’s a question of I’ll send you my authority. I’ll update it.

Then maybe authority site guys, both of you, please, and then we’ll work through it. And then let’s let’s both of us aim the three of us. Each of you guys will have a productized service.

Let’s say you wanna do three months from now this quarter. You wanna do the business quarter?

I would love to do is end of January, like unrealistic?

No. This is we’re talking end of no. No. You can’t. It’s not you wanna So a good rule of thumb is every three months.

So a good rule of thumb is take it deliverable, and and focus on completing that within the ninety days. So then it’s like there’s twelve week here. You have four quarters. It’s a lot of work.

You’ll get a lot done. Trust me. So during q one, you focus on your if that’s what you need to focus on first, I don’t know what you guys do. Like, it may be if that’s what you guys wanna do within q one, that’s gonna help you achieve your status.

Then do that. Right? But your goal is to have that done by q one.

Yeah. Revenue for me is number one before status at this point. Like, I can link I can do LinkedIn. I can build my book, but I feel like, you know, and some of the newsletters, but I honestly feel like the revenue and scaling part of it is the safety net.

If that if that’s the focus on it, like, it then then that’s the how you get there, the process is gonna be different. Like you said, we talked about that, remember. For you, it’s about maintaining cash flow. Other people, it’s not. The process is gonna be different how you achieve that outcome.

Yeah. But we’re gonna work on that. And if that’s what it is, sure, let’s aim for q one, both of you will have a productized service, and then we can start, driving traffic to it. And selling it. Right? So we’ll have to think you’re gonna have to hire a VA. You may have to do it yourself originally.

But you have a VA and then we’ll use my agency, I’ll help. Hey. Let’s I’ll work with you guys on that. We’ll we’ll get you guys what you need on that, and then we’ll have some fun.

Epic. I appreciate that, man.

No. No worries, man. It’s it’s, it’s, it’s, it’s fun when you think about it, man. I get, I get good with this stuff, but it’s, It’s, I love anyways, it’s, we’re good. Any any questions before we go, guys?

I know we’re over Above and beyond everything answered for me.

I know. I just want to say above and beyond. And I think the only thing is if there’s a book that you recommend or something you recommend to just, like, read, or listen to, I would take that in between now and the next time we connect, I guess.

On systems, like sort of creating, it’s it’s not there’s a yeah. There’s a couple I’d recommend. Like, it’s, like, kind of the same approach.

But just remember the the the just focus on, like, Anything you look at you’re about to do doesn’t matter what it is. You’re gonna wash your hands. Okay. What’s the outcome? Clean hands. What’s the process?

Rinse with soap, lather up with soap, rinse my hands, towel. Okay. Now you have a system. You have approvable and approach everything like that. Right.

Making a cup of tea. We’ll put the water on first, then you pour the tea into the ball, then you pour the ball. Yeah. Exactly.

You got it in one turn. You got it.

Maybe that’s the work.

Is this, like, going through the next few days of, like, what’s the outcome? What the in the process is the how to guide?

Bingo, and that’s your project plan. That’s all you’re working from.

Yeah. Yeah.

And then when you you book time out on your calendar and you link to the how to guide and you pick up where you left off. Easy piece. Yeah. You do anything.

Trust me. That that’s, like, over time management is the most, like, overrated thing in the world. Just Like, just block time and work on it. Don’t give yourself deadlines.

Your deadline is q is q one. You’ll reach it. Trust me.

You don’t need to give yourself milestones and all this crap. You’ll get there. Awesome.

I love it. Okay.

Alright, guys.

I’m gonna go make yourself a cup of tea, and it’s gonna be a mint tea that’s hot.

And and have a sheet of paper beside you and think steps. Step one. Right. Step two. Step three. Yeah. And then put that beside it, and then you could say to your children, Go make mom a cup of tea.

Right.

That’s unfortunate.

You got love it.

Exactly. And now you get the perfect moments exactly the way you like it. Right?

Love it. Alright.

I’ll talk to you guys.

GPTs Actions and VoC Fun

GPTs Actions and VoC Fun

Transcript

So today, we’re going to, we’re gonna cover a few things. We’re gonna talk about first, I’m gonna answer your questions. There’s a a few people in the select channel to have some questions about, using the knowledge base and, creating prompts.

The most cost effective strategy to to use GPT and the tool that we recommend, I’m gonna go over that as well.

Then we’re gonna cover understanding prompts, the basics, Incorporating your knowledge base, I know there was some questions on that as well. You’re getting a lot of errors and whatnot when trying to upload your knowledge base. Then how to create actions, the different types of actions we can create and the different tools that you can create as well. And then we’re gonna end it off with some fun with, VOC research and how you can, quickly uncover the, those sticky messages and then use all that through the, conversion copywriting process. And if there’s any questions, just feel to jump in, that’s kinda what we did last time as well. A lot of this will be over the shoulder.

As well. So just, yeah, don’t hesitate. So first thing I wanted to cover is the So Katie, I had a question about, paying for pro and you’re working with your your VA right now. So, the tool that I recommend that you purchase is it’s called TeamGPT.

It just so happens now that there’s a lifetime deal on appsumo. So jump in and get if you can.

The advantage to this, and I’ll show you how I use it.

I’ll do it under here.

Think it’s under, nope, options.

Do do all bot research here it is.

There you go. So this is the sort of insider look on how it works.

The great thing is you can store all your prompts and you can work with your your VA. But more importantly, you can have a share folder, and then you can jump in and you can actually comment on the different outputs.

The great thing about this is that you can actually decide which model you’re gonna use, you can you can choose, the most cost effective that you wanna go with when you’re creating prompts or testing and whatnot, is gonna be your three point five turbo sixteen k. That’s what you wanna start with.

The, if you wanna get into more advanced stuff where if you wanna use code igniter, then you’re gonna have to use the the GP four turbo. But for most of the stuff, especially for your your prompt, testing and whatnot, you can stick with the the turbo. So this is an amazing tool. We use it extensively for our team You can you can create a team library of prompts, different things that you can do with it.

You can create your own personal library. And like I said, you can do some pretty cool stuff with it. I’ll get into this later. There’s actually something you can do instead of creating your own knowledge base where you can link to a website.

In this case, we’ll use a a Google sheet that’s been set to, edit, and then it’ll analyze the Google sheet and then you can have it pull data from that that you can use in your, copywriting as well. So, yeah, definitely the tool that I recommend, is this one, and you wanna grab it as fast as you can because I’m not sure how much longer it’s gonna last, but it is on app sooner right now for the, the lifetime.

The next one is, so creating your knowledge base and also how to use the the API assistant. Chris, I know you wanted to cover something on, prompt engineering. Was there a specific something that you wanted to cover on this?

No. It was mostly how to create prompts in the, In the what was it called? The the playground thing? Because I remember that you Sure. You used to create prompts in the playground and pay used to them in the GPTs. So, yeah, I was wondering, like, what makes the the playground so much better than the the normal prompting in CHA GPT?

Okay. It’s just the, okay, so here’s the playground here.

I can show you the process that I use for, for prompting.

Basically, it’s the there’s two things under this. There’s the chat This is just your typical, you you start with your what you want to happen under the instructions. You return your your the user and then you have the output here. I’ll show you the document that I use.

It didn’t come up, but let me open this up.

Bear with me.

And then there’s also, of course, the assistance. Now the main difference between these is that if you go with the assistance, you have access, access to code interpreter, and then also you can use your, custom, knowledge base. You do have to use the the GPT for the preview. If you go to the turbo, you’re gonna notice that you still have access to code interpreter, but you can’t you don’t have access to any files.

So that’s the main difference between you can use both, to create prompts. There’s no, There’s no difference between the two. I can show you the process. I actually use it in my case, a template when I create prompts.

I’m just gonna open it up right now.

And and and also, like, the the difference between, like, programming, system API and programming a GPT like, why are assistance API apart from the ability to use the actual API and stuff in the background, but what makes the, I don’t know, the customizability of the of the, yeah, building the GPT in assistance better than the GPT.

Okay. It’s all about, okay. We’ll get to that too. So this is the the the approach that I take for prompting, and it just and I can share this with everyone as well. But essentially, it’s just, you start, and this is an example when you start with your your basic prompt, And so, and then you have your output that you’re trying to achieve. That’s what I do, and then I just build on that in initial steps.

Until I get the input that I want, and then I’ll save that as a prompt inside of the the tool that I’m using. In this in this case, it would be team GPT.

You’ll get the same output if you if you use them. Like, you’re gonna get the same output, in this say versus the actually, no. This this is this is used as their, their chat PPT, language model. This it doesn’t it’s actually, I’m not too sure.

I’ll have to I don’t know if it uses that language model, but this one you can, have access code interpreter. Those are the main differences between the two. For testing prompts, I just use this. I use the the the chat for testing functionality.

And using Zapier or, if I’m gonna, you know, use, a schema markup or API, then I would use this one.

Does that answer your question?

Yeah. Yeah. Yeah. So it’s two two different functions. Basically like that.

Two different functions. Use this if you wanna, if you wanna access or if you wanna incorporate functions or if you wanna use a code code interpreter. That’s the major thing on this one. And then if you’re just looking for your basic prompts, just use playground because you don’t have access to, quote interpret or anything.

Yes. And and in general, you use these instead of the normal prompting and GPT in chat GPT because these are more flexible. Right?

It it depends. Like, it’s I’m having a lot of fun with with team GPT right now.

Yeah, it just really depends. Like, it’s not if, if I’m using functions or I wanna I wanna practice some automation or I wanna look at a large data set, then I have to use I have to use the playground because of because of the knowledge base, and you have more access to, you can add more files or create a larger knowledge base in this than you can with the GPTs. Right? So you have to use this if you wanna get into large files. But there are tons of limitations to this. Like, especially with the knowledge based limitations, like, you’ll you’re gonna notice there’s some people are are saying that it’s timing out.

People are noticing now that file sizes, especially for the knowledge base, anything over two hundred fifty MB, it’s really starting to struggle.

And it’s also not, it’s, its usage is dependent on your computer’s processing speed. As well. So it’s really not designed. Like, code interpreter is not designed for large, super large data sets. It’s it’s more for smaller data sets, you know, go in, do some quick analyzing. But beyond that, it’s people are noticing they’re they’re having a lot of problems right now. So that’s the and we’re you’re noticing people are seeing a lot of errors as well, and that’s the cause of it.

I had so many errors trying to to use the the GPT four. I just gave up, and then I went with the, the playground. I do have some, If you do get an error message and I’ll share the prompts with you as well, there are certain, things you can say before. Like, you can tell it to ignore the actual errors.

And then there’s a prompt that I have as well that when it made errors, I had it tell me the error that I made and then recommend how it can avoid that error in the future. So you just put that before your prompt when you’re uploading your knowledge base and it’ll fix itself beforehand.

Yeah. Yeah. As well.

In in the in the playground, do you also play with the temperature and all that stuff or or no?

Yeah. The the only thing I play with on in the, in the playground is the for temperature. I don’t wanna close all this as well.

Is I just set it to the main one here is main one that I do is temperature.

For me, it’s just factual. Like, if it’s like more FAQ or if I’m using it for, like, pulling an exact wording, I’d put it closer to zero. It just allows more, like, creative if you put it for higher dose. So I look at it as more factual. I put it all the way down, and it it’ll produce pretty exactly what I want in a sense.

Good question for you, Peter.

I was gonna ask, Shane, I’m noticing that where I had four in open AI, I’m have it drop down to three point five again. Do you know why that would be?

In in playground or which tool?

Yeah. Yeah. Open AI.

Oh, enter which one under assistance or or chat I I thought if you had four in all of them. I guess it would be helpful to show people what they know they have, like, just in what the I I’m still unclear about the different levels of, like, three point five k and Oh, okay.

You can. Here is the so here if you choose if you’re just going for prompt. You can choose your model here.

Yeah. Okay. So you have so the this one right here is what you can use for ninety percent of stuff as your is your, GPT three point five turbo. That’s the most cost effective. And it’s, like, the cost is maybe, you know, you can summarize a hundred word email for maybe four cents. It’s dirt cheap.

If you wanna get into more advanced stuff or if you wanna use code igniter, you have to use GP GBT four preview. This is the latest model that the kid they came out with, and that allows you to, and that this is more advanced. You can use it in the playground as well. But if you use assistance and you wanna get into function calling and you wanna create your own database, then you have to use, g p t four. You can use g p t three, turbo here.

It’s not a problem, but you won’t be able to use the, all of the functions with it. Does that answer your question?

Yeah.

And I think it was probably for people who don’t have or are getting into opening your eye. Like, you don’t start automatically with the four, though. You have to be able to get access to it. Right?

I’ve I don’t know. Is that is that the I had access to it right away. So unless that Yeah. They might maybe they changed it. But, yeah, I had access right away.

Well, maybe the I’d be curious if people know what they have.

Yeah. I actually see that.

You should have access to it. This this was recent recently. I know that a lot of the tools that I use, this just peered, especially under the the team, GPT. So check that out. But I only use this for, like, like, I don’t use this very often. If I do, I it’s it’s more tweaking stuff for the final output, like most of the stuff you can get away with with three point five.

Yeah. I think now the GPT plus, it’s closed. So there’s a wait list.

Yeah. They’re Sure. Yeah.

As well. Yeah. And then when they come out with new pricing models as well, like, it’ll a lot of things are gonna change.

Okay. So let’s talk. Yeah. Sorry. Go ahead.

Just to just do it quick. With the, the differences one of the differences between three point five, seven, sixteen k, Turbo eleven o six, just straight turbo. Is that what’s the do you know what the difference is between those options?

This like, the the the technical speak, no. All I know is that it’s, the latest model is is this one. It just improvements every every time. The those are different iterations.

This is the latest one to use for, the three point five, and this is the latest one for the GPT four.

Stick to these two and you don’t I don’t even know what the other I don’t pay attention to them. This one here, like, g b t four, is the, is is the model before the the GPU four eleven o six preview, but it’s more expensive, but it doesn’t have the same It has less functionality, but it’s more expensive.

So they’re probably figuring stuff out as as they go as well and different people use it. I know developers to complain. GPT four was just too expensive, so they released GPT four, preview as well. And then it it all boils down to the functionality, right, what you have access to.

Do you wanna create your own database? You have to use a certain model. But most of the time, just stick to this one. Your eleven o six.

So does that answer your question?

Yeah. Yeah. It does. Thank you.

Okay?

So next thing is action. So actions, the the whole thing with the the GPTs and and OpenAI’s playground is, you know, a lot of promises were made, and you can do some pretty cool stuff with it.

You’re looking at the following tools that are are coming out. One, you can use Zapier for your, your actions. That’s for your GPT itself.

There’s another one called Pabley Connect, which is Zapier, but you can grab a lifetime deal, and I’ll I’ll show you that as well. There’s make, which I actually set up an automation to show you how you can incorporate that with GPT and then connect it to your blog, and then there’s relevance as well. So we’ll cover actions right now.

First, I’ll show you sort of a walk through of an action.

This right here is a a patient survey. The this is giving you an idea on how you how you can connect everything, and you can sort of automate a lot of your your copywriting process. So here’s a quick WordPress survey. We send the patients, just ask the patient some questions, you know, what’s the problem, what’s the frustration, what’s the solution, click submit, Now what’ll happen is when you click submit, it’ll go through the system, and it’ll use make And here’s really the process that’s following that we’re using we just use a webhook.

I just sent the data to, to open AI. And in here, there’s a prompt, which I’m instructing open AI to take that survey and, to rewrite it, for, testimonial from my website using the copywriting formula problem frustration solution.

So, once it’s done, then I’m instructing Open AI or g p t. I’m using, I think it’s the three point five for this, then I’m instructing it to update my WordPress website.

Okay? So that’s just an example of what you can automate. You can start connecting things.

If you go here, it should have posted by now. And I it takes about ten seconds. So that just posted and then it’s taken that. And then, of course, it’s posted to the site, and it’s it’s I had it bold the exact words of what I wrote just to show that it’s pulling that in. So that’s an example of what you can do or how you can use it to really automate, to automate things. The the GPTs that they’re talking about, in the back end, the let me open this up right now.

Here the the GPTs where you’re getting into the create an action.

As of right now, you have to have some some, knowledge in order to use this, or there’s another option as well. This is called relevance.

And essentially what these are are, it’s API and then schema markup that you can download, and then you can so you can copy and paste it and put it inside of your your custom GPT here.

And, essentially, if you you look at it, they give a bit of a video here, on how it works.

So you you’ll click configure, create your action, and then here is where you’re gonna paste the schema that that they provide under under here, and then that’s gonna allow it to to do some type of function. But you can see it’s pretty there’s no way I I can’t even do that. Like, the developers are I hand it off to my developers and they they figure it out.

To to solve that, they’re coming out with tools like this where in theory, it’s like you you can try the template you can copy and paste the schema and put it into your your GPT to create that function.

The other option And if you don’t wanna go that route is to use Zapier, where you can, you can import Zapier. I showed that before. And Zapier does have direct integration with your your GPT four. The other option is to use what I just showed you, which is your your Pably connect or your your make, and then you can still do that automation that I’d that I just walked you through It’s not direct integration. It’s like you’re you’re still using a form of Zapier.

If you do go this route, make is a really good one, and, Pavli Connect is another as well. They do have lifetime access on this as well. They have some pretty good deals. So snag that if you can.

Do you have a bad question?

Pardon me?

Do you have a preference for one or the other, make, or public?

Make for, like, make its, relevance. Forget it. Like, it’s just too complicated right now. They’re they’re struggling right now with you know, the whole point of GPTs is that it’s supposed to be user friendly, create your own custom, but that’s pretty advanced. Like, there’s not so you’re seeing these new new tools come out that are trying to solve it. But it’s still, like, this this is pretty it’s it’s they haven’t quite yet.

My preference is either Pably or, make one of the two. Probably because it’s free, what, basically, if you get your lifetime deal and you can do a lot of cool stuff, user friendly is is is a make by far. That’s, you know, to build stuff, you can do it pretty quick and you can automate quite a few things.

Little more expensive though, obviously. Right? But the the main point yep. Part of me?

Well, if I’m using ZPR elsewhere in my business, could I replace that with make?

Yeah. It’s a zapier it’s the same thing. There’s no difference, right, between the the only the only advantage for zapier is that it has direct integration with the the GPTs.

You can do it at this level. You just insert some code. It’s like one one snippet and it’ll actually pull in all the the API calls. That’s the only difference. Then you can also use it just like Pably does as well. But it’s the same the the same thing. There’s no difference.

You can achieve what I just showed you guys whether you use make, whether you use Zapier or you use Pably. It doesn’t matter. Test it out.

Does the does the probably one time deal have pretty much anything, like, like, unlimited stuff or is it limited to requests?

No. It’s limited there. It’s unlimited. It’s, have the, I can, I’ll actually get anyone who wants to jump in and try it. I’ll give you access to my account, and you can have use it as much as you want. It’s it’s really is, like, they’re pretty cool stuff too. Like, you can see, they you can use AI to hear, like, g look at your reviews in rewrite them and post them, like, you can do some pretty advanced stuff.

Yeah. I’m thinking about replacing Zapier if I can get this for like, so that I can stop paying Zapier every month. And but also, it’s interesting I’m seeing in mine. I see three hours left and yours with one hour.

Yeah. It’s a this is, like, you get it’s one time payment, but like I said, I’ll I’ll I’ll give you access to my account. You can jump in and try stuff.

It’s the same. You can do the exact same thing with Zapier, but it just it’s lifetime. Right? You can save some cash.

Cool. It does it does this is actually probably a bit more advanced than Zapier. Like, there’s some stuff you can do. I’m just like, wow.

As far as number of integrations, do you think that it’s basically covers everything that Zapier has?

You’re gonna you’re gonna get the same thing or as API calls. The o the only advantage that Zapier has right now is a direct integration with, the but it’s sections.

Like, I tried it in terms.

Yeah.

Yeah. It has to improve every time.

Yeah. You got it. So that’s that’s the main difference between the two. Cool. Yeah, check it out.

Pappabbly is really good. Like, it’s starting to get a lot of traction, especially at all the the tools coming out of appsumo or, like, it’s they’re all integrating now because it’s it’s an up and coming and then just have a look at the videos and see what it does. You can do anything with You you can. I think it was Kate.

You asked you asked if you can create a spit draft with it. You can. You can actually import your survey data into OpenAI, use a prompt and then have it create a PDF document and create a spit draft that you can send to your client for approval. So you can do all that with Pabley quite a quite a bit.

You mean, sorry. I have to jump off after this. So can you just so it would be survey to open AI to a prompt, and then that would send the input to a Google doc.

Which informs my spit draft.

Yeah. You you can so what you can do is I I actually have it here as well. So under the VOC, you can instruct OpenAI.

Is if you’re using code interpreter is you can say produce, a a download a a word document that I can download, create a file. And it’ll create that for you that you can download as well. So you can do that with code interpreter. You can also do it you can ask it to produce a PDF file, and you can also ask it to do a text file.

You would just put it in the in the prompt itself, and then you would do that at, when you’re creating your actual that’s under the prompt here. Is you you would put out the end, create a, you know, make the I final output in a PDF file that I can download. It’ll give you the link.

Okay. Fantastic. And can we get access to, like, this prompt of yours?

Yeah. Of course. If I’ll give you access to, Absolutely. Give you access to the prompt.

I can if you want to help creating a prompt, then let me know what you want to create. And I’ll I’ll send it to my team and we can create it for you as well. We can jump on a call, of course. You need help.

If you need help, if you wanna learn how to do this, like, all you can work with, VIT. He’s one of the developers on that. He knows probably a lot of this better than I do. If you need help figuring stuff out or troubleshooting, let me know.

Alright. Thanks so much, Shane.

I’m gonna catch the best on the replay.

Yeah. No problem.

So any questions before we move on to some, some VOC fund to have some, that I can answer?

Yeah. I would love to do if we, you know, because I’m thinking probably as well.

If we got probably and then we had an over the shoulder video where we step by step, some, like, set something up, Sure.

Because I saw I’ll be honest when it comes to the integration, that’s where I’m finding the sometimes the steps of it are where you don’t know what to click. And maybe it’s easier on the other side for people, but I find this is exactly what my mind has to see it step by step.

Okay.

If, and specific, it’d be any, I’ll I’ll post in Slack, but any, specific actions or something, like, just put and then we can cover it. I can I can work with my team and we can we can set it up and and show you, but this is an insider? Look, these are all the different integrations, like choose the app. So let’s say you have active campaign, here, then, your next action is, you know, you can choose open ai here. Let me put, there you go.

And then it’s it’s yeah. It’s that simple. And then the beauty of it is is, like, the the whole thing about this is, like, pitcher OpenAI when when you choose this option, this is you still need to create your prompt. So what you’re doing is you’re sending this data to OpenAI, and then you’re using the prompt inside of this to instruct OpenAI what to do. And then you’re using another trigger Like, you get this is endless. You can keep on going, you know, post to this, post to that.

People are doing some pretty crazy stuff. And if you can do some pretty advanced stuff like API integration, right, as well, stuff that’s like it, so you can get pretty creative with this.

It’d be really fun to do some use cases that would support us as a group and then say, like, these are the five things you have to be doing as automation or you’re just killing yourself. Otherwise.

Yeah. Like, do it posts, automations that everyone wants to see. That would be helpful. And then We’ll build them out and share them with everyone. I’m happy to do that. Absolutely.

Yeah. Perfect.

So Okay. Let’s let’s, any questions on on, on this right now?

No. Okay. We’ll move on to, Vock research. Let’s have, let’s have some fun on this. Now, there’s different things that you can you can do, with this. And I’ll I’ll start with, team GPT and show you some examples.

Here’s the dataset that we’re gonna use. Now when you’re creating your dataset or knowledge base, you really want to one of the tricks is to, especially when you’re doing your customer surveys, is to be very specific or tell a story or line them up. Okay. So when we had this is actual data that we collected, and the way we structured it is we asked them what the problem was, then we we ask them how does that, make you feel the frustration we agitated it. And then, of course, we we ask the solution or outcome they want, and then we ask them to address any fears or concerns that, you know, holding them back from moving forward. So we align that survey, really, to a copywriting formula. And by doing that, you’re you’re getting a nice knowledge base that AI can work with because it’s all about patterns.

Once you have this data set, you can do some pretty cool stuff with it, and I’ll start with, what you wanna start with here from my state solution. Okay.

So the great thing about, I mentioned before with, with this is that, if you’re using a normal playground, you do have to upload your your knowledge base here. This is kinda wonky when you’re playing with it. The great thing about team GPT is that you you can insert the link directly. So if I copy here, as long as your your share access as long as it’s edit, then what you can do is you can put it inside, and you can paste it here.

And then you have your saved prompts here. So I’ll just go into let’s do this problem acetate solution fear, and I gotta paste this in.

So what this is doing, and I’ll share these with everyone as well is, it’s I’m asking it to examine the customer service survey data I’m asking it to, create a one reader, and I want it to organize that one reader by problem agitate solution in fear. And the ultimate goal is I’m gonna take this, and how we would use it is I would use OpenAI to push this into active campaign or CRM. So when the salesperson sits down with the, the patient that did do a consultation.

They would literally have in front of them the problem that they’re trying to solve, how it makes them feel, the solution they’re after, the outcome they want, and then the exact hesitations and concerns to address you can see how it’s pretty powerful.

So you paste that in, and what it’s gonna do right now is let me open this up.

Analyzing so the crown watcher So I know this guy’s his crown is thinning. It affects every aspect of his life.

His main goal is that, is to have enough transplanted in the crown. So his concern is scarring. So you know, we know exactly what to what to pitch. We would save this to a PDF, upload it, or import it to active campaign. This one is the he’s front line conscious.

So here’s his problem, temporal peaks. This is how it makes him feel. That’s frustration. This is the solutions he’s after.

And, of course, the here’s the fear, very few, identity seekers. So you can see how this is pretty powerful. As well. That that’s what I love about TeamGP is, you can paste the the survey data in.

Because like I said, it’s really wonky. I don’t know if you’ve had if you’ve tried that, Chris, on your end, but it’s it doesn’t always read, the dataset. So I find it It’s super helpful. We’ll do another one would be, to take the survey data here.

And what I wanted to do is Sorry.

Just These are folders. Remind us what we’re seeing because, I used to work in a different one, not this one.

Yep. Sure.

So this on the far left is my so these these right here are shared.

So I share all these with my team.

So if if I produce anything in here that I’m researching, then everyone on my team can see them, and we use these to to communicate back and forth. So you would use shared if you’re working with a VA.

Personal is just I I rarely use it, but I just put it in here. It just means that only you can see them. And if you’re gonna use these, you know, your you use it for reasons or whatever it is, that’s where you put them under here.

And remind me this is your this is your previous chats.

Yeah. You got it. The these are just Yeah. You got it. These these are just previous chats that I would bookmark these and then I would use these moving forward.

Here’s your prompts to your so this is where I saved the prompt. So I would open up the the the chat. So first thing I would do is, obviously, is, you go when you copy the URL. Okay?

And go to the web browsing, and then I would save the, zoom, zoom always gets in the way on that.

Then I would find the prompt that I wanna use. In this case, it’s the problem agitate. Here is is where I save all the prompts. This is our team library. And then you can click play and it’ll insert the prompt for you. And now what it’s doing is here’s the prompt, and then this is instructing it to analyze this survey, and that’s that’s exactly what it’ll do.

Now the beauty of this is that in the prompt, it it’s actually highlighting the, it’s it’s doing an analysis and it’s looking for frequency and it’s basing It’s looking at all the problems and it’s it’s basing that off of frequency the most, the problems that affect patients the most. It’s pretty accurate.

Now this is also the, the direct quotes from the, the patients as well that it’s pulling from the survey data. So it’s pretty cool.

Do you get your question?

Yeah. That’s helpful. And I I’d love to see the prompts because I feel like half the work can go into specifically for past, you know, and and even, I would say AIDA, you know, like all the like, it would be great to have some good prompts that you know. I’ve been tested, battle tested.

Yeah. These these are valid. Like, and I’m not I don’t wanna pretend that, oh, you just whip these together quickly. Like, these are, like, this is like hundreds of iterations and it’s it’s very it’s being very specific.

We don’t I don’t have a problem with hallucinations now because it’s very specific and, like, pull these exact quotes, but to get to this was a nightmare, even with with the d b t four. But these are these are solid. They’re consistent.

These will pull the exact quotes from your, from your survey data.

I’ll share it. Absolutely.

I’ll show Oh, that’d be great.

I feel like that’s half the battle these days, to be honest, is the work you can get lost in a chat session for hours. And still be doing the work to get the work that you need.

It is. Yeah. And it’s the it’s all about prompt too. Right? Like, it just it’s it’s getting to that point and just under that’s what I love about this though because and we’ll have some fun with with copywriting formulas.

Like, one of the big things on this is when you do your survey or your knowledge base or your your review mining take your reviews or your data or your customer surveys and align them with some type of framework. Whether it’s a story brand framework or problem agitate solution or another copywriting formula or ADA, align the questions in your survey to that formula because, AI is really gonna respond to that because it recognizes pro patterns the beauty of that when you do that is it makes everything else so much easier and a lot more fun. So let’s take problem match state solution analysis.

Okay? What I wanted to do is I wanna analyze it to customer service survey data and I want it to tell me the the the most common problems the most common, agitations, how it makes people feel, and then hesitations as well, and then, of course, the solutions as well. Now this is powerful because, I would actually take hesitations and I would have it analyze, like, the thousands of results and I would have it come back and say, what is the what are the top ten questions that people have, you know, that’s preventing them from moving forward and then I would create an FAQ site on the blog, to address those specific hesitations based off that survey data.

So that’s pretty that’s how you can use it to be strategic.

We’ll go into the this one is a fun one. So what I what I asked it to do is there’s certain we talked about this before where there’s certain, words or phrases that imply, either a problem or frustration.

So that is implies a benefit. I just want as the outcome I’m tired of is the problem. There’s these type of phrases that you can you can identify inside of your customer survey data, and I’ll I’ll share the prompt with that. And what it’ll do is it’ll look at all of the data here Okay?

It’ll organize everything by frequency and then what it presents to you is actually gonna be copywriting formulas that you can use, and then you can start creating spit drafts from this. You can use your your you can use this for Google ads. You can use this for for, your social media posting. But the beauty of it is if you look at this pattern, this starts with telling a great story, okay, then the prompts go in and it it it uses the same framework of a great story.

Now you’re incorporating VOC and then you’re applying more formulas on top of that to tell a great story. Everything is connected, and it’s pretty powerful stuff when you start having a lot of fun with you. You can do with it. Right?

I’ll paste this in right now. Let me just show you.

So let’s pop this in and this is the, which one is this, the tired of, just want so that. So this will look at all my information, all the surveys it’ll look for references of in this case, it’s actually it’s it’s smart now. It doesn’t just look for tired of. It understands that I’m I’m looking for frustrations. And it understands that I’m looking for goals so that it there’s using these as sort of like to get ideas from.

Let me paste this in.

Let me and here’s the the prompt, analyze the the, the data we’re looking for exact phrases Again, it’s gonna pull exact phrases from the customers, and then you’re just you’re explaining exactly the format that you wanna use The great thing about this is you can customize this is if you want as well. You can use different frameworks. Well, let’s see what it comes up with.

And you could have a lot of fun with this with your, your AB testing. Right? Now now you’re using your survey is following a story framework and proven formulas that you’re now using to create VOC, that you’re now using to create copy, which you’re now using on your Google ads, and you’re targeting specific one readers, so it’s all connected. Like, it’s super powerful. Right? Talk about conversions.

And it it it does a great job of, like, aligning stuff up. Right? Like, I can read this right now. He’s tired of the comb over style on his crown. You know, there’s not enough a hair transplant in the crown, he no longer wants it to conceal it with nano fibers. It looks barely thin or not at all. So what’s cool is, like, if you look at the ad, it’s probably gonna mention this and then align it up, right, when it gets to Google ads.

The fullness yeah. Right here. It’s like tired of hiding your crown, get a hair transplant ditches the needs for concealers, enjoy natural sunlight. So, like, that’s how you can get into some pretty cool stuff Right? Like, this ad is laser focused on this specific problem from this survey data using the exact words of the customer. So you can say, oh, you can start connecting things. That’s pretty powerful.

What was the knowledge base that it used to create the art?

The what you’re looking at right now, you guys can see the screen.

Yeah. This is actual survey data from customers or patients. There’s thousands of of survey results here.

What’s the expertise knowledge base that it’s using like a book or, like, what what are you feeding to or is that just in the problem?

This this this right here. So this so what we did was we we sent a survey to all of our our patience and new leads, and we ask them those three questions.

What problem are you trying to solve? How does the problem make you feel?

What solution or result are you looking for and and what would prevent you from moving forward?

That’s all you need to know. And then we use these as avatars to to now we know the specific problem, the sales team creates avatars using it, and then and then this is the database. So when I’m copying and pasting this, in here that you see this link, that’s where it’s getting me in. It’s literally analyzing all of this, and it’s it’s telling. So I could paste it in and do another prompt if if I did this.

Let me just How are you teaching it to write good ads?

Is that just in the prompt itself?

Or The ads is the the proven copywriting formula.

Right? So that’s that’s the that’s the the key on this. Right? That’s the trick. If you you’re just you’re tired of, I just want so that is problematic state solution. Right? You’re you’re you’re you’re kind of like simplify AI loves this stuff because it loves formulas and patterns.

Right? And if you look at this, like, I could turn this easily into a testimonial.

That’s what I did. It’s perfectly aligned. Right? Like just, hey, are you seeing a headline?

Are you seeing, your hair is mostly thinning on front? You notice that it your density is starting to diminish. You know, I I get it. You’re self conscious about your hairline.

You want a more denser hairline.

Right? But you’re you just, like, you see how easily you can you can come up with some great stuff with that. That’s really and it’s all based off actual the beauty of it is these are actual customers. Right?

So you can see how this stuff works. Like, I’ll do I’ll do a, a session on Google ads, how we, we use this to crush the competition on this stuff. And it’s all using we have real data on this. That that is based off of CRM data.

That I can we can prove this stuff is it works like magic. I think someone had a question on that too from Story Brand. If there was data that we could show that using VOC, Yeah. Quite a bit.

This is your secret sauce. And it’s and it’s and if you’re playing with AI, that’s the trick.

Start with your conversion copywriting processes, and there’s a whole what I use is this one, copy hackers, I use Joe’s. Right?

She has a great article on it right here. These are the guides. There’s two hundred of them. You can have so much fun. And just build these into your prompt.

Right? Start with this. And and when you’re gonna and it starts where you’re getting your data from, obviously, right? But it starts with, just align your questions with the the, the proven formula, which is what we did. Right? That’s where it starts.

And then it’s also paid leads or or customers.

And was that that was leads. Right?

This one right here is, this one’s leads. One’s leads. We have a separate one for customers and we get into, you know, like, a little bit bit more detail. We do we are gonna expand on this more We wanna add, you know, why they chose us, your trust indicators, all that stuff, all that jazz.

Why do you use the customer, data for, you know, in a a chat JVT process.

What do we use it for? Like, in what sense? Yeah.

Like, if you use it to ads as well, or do you to you.

Oh, everything. Oh, yeah. The whole we use the whole I’ll do another we do that. I use it for, I I use it for Google ads personally.

So what I do is we have a client. I’ll give you an example. So we have a client. I I can’t say the name, but we get profit sharing.

Right? And so we had a CRM data. We put it inside of, chat GPT and it was directly from the CRM, and then we also had analytics data. We had to look at the analytics and the CRM data, and we use revenue as the the the metric, and we had to tell us, okay, which market should we focus on based off of this commission rate to make the most amount of money, and it analyzed everything, and it to it showed us exactly where to focus, including age.

So we knew the average age was twenty five to thirty six. Now we have a perfect persona that we can use for targeting for for demographics, then this is our psychographic data. So now we know where they are, and what age, the now we have the psychographic, the exact problems that they wanna solve, and that’s how we use that for the copy for the landing pages, for the, the ads, and it’s all the same copy leading, and it’s all based off frameworks. Right?

It builds off one another. Just like I showed right here. Right? So these are the, you know, it starts you build your avatar, then, you know, you can identify patterns but it the common theme is the, is the the the formula.

Right? You can have fun with it too. Tired of is a good one. So that, and then you can start making the beauty of it as well.

If you start looking for these connectors, it it starts connecting things, and it starts telling an amazing story. NAI loves this stuff. Right?

That’s awesome. That’s pretty cool.

Yeah. And I’ll share all this with you. Like, there’s a we’re gonna build more like, this this is a gold mine. Like, this stuff here is, like and it’s all based off Joe’s, like, the foundation with conversion copywriting is proven copywriting formulas and frameworks, and the second secret ingredient is really your your VOC.

And that’s the process. Right? You you do your your research, you create your avatars, you know, from your VOC research. I just did that with you.

Now you have your one reader that you you create your page around. Right? And then you take your formula, ProMage State Solution, there’s your spit draft.

It’s literally it’s the all the hard stuff is done for you, and then it just now you have the what and then you just apply proven copywriting formulas over that. That’s the how. But you’re using VOC to do that. Right?

So it just it makes your job, and this stuff really works. It really works. And it sounds like the customer, right? You’re using the customer’s own words.

As well.

If if we so I do a lot of website copy. Right? Yep. So if I wanted to take basically, what I want to to ask is what tools would I need to create a process that I could feed, in seven to ten PDFs of interviews, get it to extract that data and separate, separate that, the verbatim quotes into buckets and maybe apply, themes to them and then kind of prepare that for a spit draft. Like, is that something that you’d need?

Make full?

Yeah. You’d ex exactly what you just said and exactly what you know what I used to explain what you wanted. That’s a problem. That’s where he that’s what you would put in here. You would say, you you would create a hook. So all your surveys goes out, you would say, I want you to analyze, the the survey results. I want you to create buckets.

You’re very specific. It it it’ll take a while to get there. You’re gonna have to test it. But then you’d say, okay, I wanna create buckets for this specific reason, and then you would test it, test it, test it till you get the output, then you move on to the next step. Right?

But once once it works, it’s it’s really cool.

You have a lot of fun with it.

Would you recommend make for that, or, what was the other one probably?

Or make Pably have your have your fun with it.

Like, it’s not.

There’s different try try to press the cheapest one.

Have a limit to of two step workflows if if you don’t wanna go for the ultimate package.

If you wanna if you just if you look into this try stuff out, I’ll give you access to my account. View.

Is that what you wanted to have?

I mean, I would love that. It’s just I’m I’m aware that this deal is only around for three more hours.

So I’m just trying to figure out Oh, no.

It’s it’s always three more hours. It’s been three more hours over the past three months.

Okay. Cool. Alright. Sweet.

Like, I’ll give you access. You can go in and, like, we have unlimited. So if you wanna try stuff out, but if you’re gonna go for make is is it depends on your budget. Right? You can do everything with this. Make seems a little more user friendly, but exactly what you said you can achieve with both of them, hundred percent.

Okay. Cool. Yeah. Oh, I mean, I would love that. If if you don’t mind, I’d I’d really appreciate it.

Of course. Absolutely. And any any, workflows that people wanna see let us know and we can create them. I work.

Vit knows, he’s really good at this. Jeremy’s good at this as well. I’ll have them jump in and do some stuff and and share them with everybody. Including the prompts.

But just to emphasize this, and I’m I keep on repeating myself, but it’s really to get into VOC and and using AI and and whatnot, it’s all about the formulas.

Like, when you’re getting your survey data, when you’re sending your survey to customers, start with a formula, whether it’s hero’s journey, story brand framework, start with that. Right, and base form your questions around that because it makes things a lot easier, and then you’re naturally telling a story.

From the v the very beginning. Right? And then you’re getting into some real con conversion copy. Right? It makes your job so much easier.

Your team starting kind of with, like, a fresh, POV, you know, like, where you don’t yet have the inputs of a survey.

But you’re kinda using what’s public reviews as a starting point.

We were going back to this, I think, last time, where you could grab some let’s say it’s for a SaaS product g two or Kaptara reviews.

Could you do the work of grabbing that and actually having it’s sorted into these bucket based on those sticky words like problem, agitate solution.

Yeah. You can. So there is a prompt I’ll share. Sorry. Go ahead. Yep.

Yeah. So it’s like, hey, take take what’s out there or on a given product.

And categorize it like a survey would have is inputs, and then use that work to do you know, the personas or Yes.

I have a prompt just for that right here. I’ll share it with you. So what this does, it’s a bit more advanced.

This is exploratory data analysis. It’s it’s I’m not it it’s good. I know it sounds pretty pretty cool.

But it does just that. It, it goes in. The trick is, and I’ll share this with everyone as well, is start your prompt with the knowledge base. Start by asking it. All of these here are this is like a weekend of me losing my mind of like, okay, this isn’t working. And then, like, hey, what’s the error in solving it? So I’m asking it to solve itself first.

Okay? Then it goes in and it does a comprehensive exploratory data analysis, and it does what you’re asking. So you could use this for reviews. Okay? It’s gonna gonna look for problems, agitate solutions, it’s gonna fix files, it’s gonna categorize, and then it’s gonna identify frequency for you as well. And then once you you have this, then you can start creating your data set. So I did just that with this, and then I asked it to create a final output.

You can actually do that is to, you can ask, hey, create a text file that I can download as well, and it’ll it’ll create it for you. No problem.

So when you did the work, like, are you gonna share the prompts or are you gonna share in what remind me? This is an assistant.

That’s different obviously than the GPT.

So we would have to create this assistant in open AI. Right?

No. You can do. So here’s the prompt.

Let me copy this prompt. Let’s do one right now. Show you. So the only problem is if you’re gonna use, let’s say you’re you wanna use the the new GPT four, okay? So we’ll use the the GPT four. You can just you pop it in here.

Okay? And I’ll just use the same data set here.

K? It’ll do the same thing here. The only difference here is that, this is wonky. It doesn’t work all of the time.

But it’s using you see how it’s saying it’s loading Python, all that stuff. Same thing.

That’s that does all of that here. I’m just instead of putting it here, right, I’m just posting it here. Does that make sense?

Mhmm.

That’s the only difference. It’s still a prompt. You have to know your prompts.

But it won’t start in playground?

Part of me?

Sorry. It works better in playground?

Yeah. It does because this is really wonky. Like, this is this is remember, this is meant for, general use. Right? It’s not meant for, like developers or advanced stuff. It’s, and you’re gonna get it’s working now, but a lot of times it times out. It doesn’t or it takes a little while, but you can I like this just because it’s more it’s quicker the other one and I can choose, there’s no limitations on it as well?

So and then once it it’s kinda like cleaned everything up and now you can get, you can get what the, you know, if you have specific questions, you can dig in deep. It’s basically prepared it, and then you can get into all the data that you guys are talking about, you know, prepare you know, I don’t know, to prepare a or which which you can even ask it. What should I what should I do? And it’ll it’ll make some recommendations or something.

Right, define your goals, and then it’ll it can you can do charts visualization, have it downloaded to PDF, Sky is the limit. Right? I’ve used this, the the code interpreter, like I said, to analyze markets, right, and you can cross reference it with CRM data. It’s pretty powerful.

Like, we have we used it to analyze the keywords that are associated with closed one for customers and then link revenue. So we knew exactly which keywords were generating most revenue. So then we use that to import it, to Google ads. Right?

So you can see how it was pretty powerful. That’s how we use it.

A lot of fun stuff with it.

But again, you’ve heard you prefer to build it in playgrounds rather than using the I I do because I find there’s a lot of problems with this and it’s times out and it’s not It’s just I find it’s easier.

It’s it’s cheaper. Actually, that’s another good point. That’s a point. It’s a lot cheaper. Right?

Because if you’re using this, even on the pro, it’s what I think it’s twenty dollars a month, but if you’re using, the playground, it’s it’s cheaper, especially if you have a team. Right? For less than a hundred bucks a month, I have my entire team on it.

And if I would pay each of them pro, twenty dollars, do the math. Right? It’s a lot more expensive.

Yeah. Right. You do you need pro to have access to playground there. Right?

I don’t think so. No. No. Because playground is meant for is API. The whole point of having playground is that you can do custom functions and the and you can you have to use your you there’s API.

You have your API with it, but just you can do a lot more with it. That’s the main thing. Right? You can you can build custom integrations, a lot of that fun stuff.

Even this, like, there’s a layer that goes beyond this one.

That I don’t even the developers I work with, they that’s the realm they’re in. They’re in, like, Python. I tried it.

They get into this realm here.

What is it?

They get into Python coding and all that stuff where you can, I tried it too much, but then they get into custom? They’re building bots right now that connect.

Oh yeah, we’re actually doing a custom bot for copy hackers. So what we’re doing is, we’re using copy actors courses and website as a knowledge base. So we’re optimized as a knowledge base, and then we’re gonna use not playground, but direct API integration to create a bot that you guys can interact with and ask questions and then it’s gonna pull its knowledge from copy hackers itself. So obviously it’s relevant. So our goal is to have that launch, in the new year. So you’ll you’ll something to look forward to.

Damn, that’s cool. Like, a little digital Joe.

Yeah. Exactly. Yeah. Exactly. And it’s, we did actually did one with, as a pilot. It’s actually pretty pretty crazy.

So here’s, ask Jean. This is where it’s fun. Like, you can have some fun with this. So this is Jean Schwartz.

The legend of advertising. And this is his book, but it actually, what are this, what are the are this? He it talks like him too. Right? And it’s actually, it’s pretty cool because it it, in this case, we’re using his, database as a PDF.

Of the book, and it took took us a while to get to it, but it it talks just like him. It’s actually pretty interesting.

It’s accurate too. Right? And then you can use it to, I don’t know if anyone has a copy of that book, read it. I know Chris, you do.

On that. So you can see the GPT, the knowledge base we use in this case was, the which one was it? It was his breakthrough advertising. And then I also put, his leading headline formulas as well. So you can it’s actually pretty cool. It comes up with some really cool, really cool stuff.

Any other questions that any and anyone else wants to see as well that, we can build out or especially with Evoc research.

I’d love to just get to the point where I could try and build something in because I’ve always just used chat GBT or the team GBT, like my version of that was team AI.

I haven’t actually built anything. So is there a video or a link of anywhere that you’ve seen that’s a good source to say, hey, like, let’s just get get one thing built and bring it maybe to one of our sessions on this, and then we can ask the questions because it’s kinda one of those It’s a lot of information, and I’m just trying to figure out what what could be a task that’s simple to build in the playground area.

Do you want to Yeah.

Well, do you wanna collectively decide on what you want to automate or build? And then, we’ll build it and then do a, share the soap and then a video and then we’ll have a session and walk through it. Would that be help?

Yeah. Yeah. And if we could get the, like, the over the shoulder in advance where we could come having built it and then we have gone through the struggle or the wind of it. That’d be great.

Yeah. The the main thing on this is always remember it’s just you have your, paint on, you know, on this. Like, you the the main thing is you have when you’re getting in the automation. It’s just it’s just to think like this.

Right? You have your you have your data here, like these are surveys or what they are, you’re gonna feed this into open AI. Okay? You’re prompt is gonna instruct Open AI on how to format that information, okay, then you’re gonna use something and some type of other action to do something with it.

It could be publish it to my blog, publish it to GMB, create create social media posts and share them across social media.

But it it starts sort of that’s that’s the step, but it really hinges on your prompt. Right? You still have to, and that’s where you use your your proven copywriting formulas. Right?

That’s kinda where I’d love to know what the endpoint is and then build the the from the beginning. So, I mean, social media for me would be one area that I’ve been, you know, using a g I’ve created GPT, but it’s not automating, and it’s still a little finicky in my tone of voice, but, like, I really like, for example, the way Justin Walsh, if you know him.

No. What is he, his style or his, his posts?

Or Yeah.

Like, he’s kinda about Guru that comes out on LinkedIn as like the LinkedIn operating system of how to, you know, create post, viral posts.

So he has a formula that he recommends like a framework?

Yeah. He does. Yeah.

Okay. So we can use that framework and and align it to the to the, the knowledge base and then you could spit those out. Right?

Yeah.

As long as there’s a formula or framework, it’s not a problem. And then you’re just, like, you could take this. You could you could I could put this in right now and ask it to Let me do this right now. So here, right, you know, I don’t know, three, Facebook, posts, linking to the success story.

Right? So you can it’ll take that, and it’ll do that as it’s, obviously, this is it won’t be perfect, but that’s that’s how I would use it. And then you just this what I’m showing you right now would be that second step, right, in the in the process where you’re you create the prompt and is gonna take the data. And then the third step would be to post this across your social media channels.

Yeah. That would be great. If we we could do the work of, like, getting that. That would check check off one of the boxes that we have to accomplish in queue.

For sure. And it’s so powerful. Right? Cause you could have, like, you have your it’s all based off of a framework. It’s real customer data, it’s real voice of customer. And it’s all related. The ads are voice of customer.

The it’s it they’re I love how powerful that is.

It leverages, like, AI is greatest strength kinda like you’re saying about pattern recognition to apply it to, like, proven formulas based on psychology. So it’s just insanely strong.

Hang go. It’s it’s exactly what Joe teaches. And this is the What I’m showing you right now is the exact way to use AI. Don’t it’s it’s still in the end of the day hinges around proven copywriting formula.

And using VOC. It’s it’s the basics, but leveraging AI. And it makes our job a lot easier. Right?

Like, I don’t I there’s I’m not a data analyst but I promise you with knowing copywriting formulas, I can produce some pretty cool stuff that is gonna make a lot of money. So I understand.

Yeah. And it’s crazy because a lot of people hear them and they have, like, mixed feelings about AI, but I think when you’re leveraging it properly off of its core strength, which is those pattern recognitions in it’s placed in that framework. It’s just crazy strong.

You got it. And here’s another framework, so what prove it. So I’m doing, gonna do a presentation on it where it’s a copy editor. Right? So if you wanted to there’s a lot of people say use use AI to have it edit your your copy, but you need to be more specific Like, you can you can ask AI to look for any mention of a claim inside of your copy and then to stop and, like, ask you a question and then add a benefit it and then recommend some trust indicators to reinforce it. So that’s how it’s powerful. You can build all this, but it again, it hinges on proven copywriting formulas, right, and building out your prompts.

Yeah. And I really like how you’ve, like, pulled out so much data to be able to get, like, the goal, like, If this, then that, or it’s, like, one that comes to mind would be, like, love win, you know, like, for for, like, a goal statement. Right? Like, anytime you know, that you’re gonna get something good out of it.

So You got it.

And it’s I I promise you that you can get the best copy just from, like, get some survey data and just look for so that.

Or hit I promise you that is gonna give you amazing sticky copy. I’m tired of worried about all of that stuff. That’s your state.

Hate win, exhausted with, whatever it is. Right?

Exactly. And look for so those are pain points. That that’s a great point, man. So you have, like, you have your your synonyms, there’s synonyms, there’s adjectives.

So instead of thinking, hey, I have all this data, how am I gonna find my problem and, like, get this, like, sediment, negative, neutral. Forget that. It’s like, okay. What what can I look for?

I wanna look for synonyms that indicate pain point frustrations and problems. I wanna use look for adjectives. I wanna look for, phrases like you’re tired of. So you’ve you’ve simplified it But just by the very nature, these power words, these adjectives, they’re gonna be sticky copy.

That’s the whole point of power word. Right? You see it on getting at? Yeah. That’s the whole point.

And you’ve simplified it, and you’ve made your job a lot easier. Like, even if I go into here, man, like, you can see, and this this pulls it exactly from it. Right? Tired.

It destroyed. Like, at the look at this.

Right. Exhaust.

Riddled by. Riddled or ridden by. Riddled.

Like, that’s when you’re, like, oh, man.

Yeah. Like, I used to be good looking. I’m tired of restricting myself from the things I enjoy. Are you tired of restricting yourself from the things you enjoy? Like, it this is a gold mine stuff.

Oh, yeah.

Yeah. It’s so easy. I’m not a copywriter. Make no mistake. I’m a direct I’m a direct response marketer, but my secret is, Joe, and her conversion copywriting formulas and just using AI and using voice of customer. That’s Yeah.

It’s it’s honestly fascinating and mind blowing I know it is.

Hey. Well, you have a lot of fun with it, Hey. Yeah.

Shane, do you have, do you have, like, a list of those, those synonyms that that we can use to to that you use to identify pain points and, and struggles and frustrations.

Absolutely. I had it, I actually built it.

I over saved it though. I actually have them for you here. I put them in to, identify pain points right here. So I actually saved them all for you here. So this is your you’re seeing this this is the one of the prompts. It’s carefully examine.

Look for exact wording, full context. And then it’s look for synonyms, reference points, and then these are you didn’t you don’t have to give all of them. It starts recognizing them. And then these are the type of synonyms aggregate.

And you can do this with outcomes. You can do this with frustration. So those are your frequently asking, questions. Like, you can do tons of stuff, the same concept.

And then, oh, here’s the example. So I asked it to to look for that information, and then you can ask it for a I I downloaded it expire, but then you can ask it for an output, and it’ll give you and then you can download it and share it. And you can ask for a CSV format, Word document, or even a text file as well.

This is great too.

Yeah. I I’m now going okay. Now what are the steps I need to take to building? That that’s the part that, like, what are the pieces of the puzzle that needed to put together.

I know.

And And that’s where if you could give, like, a quick over the shoulder.

Okay. Hey. Start here. Let’s go of this, and then we could build one and then come in because I always find within the build. That’s where the that’s where the hiccups happen for me at least.

Yeah. And we can learn if if yeah. Come tell it. Let’s let’s agree as a team, like, hey, this is what we, you know, we’ll I’ll start it in Slack. Let’s start with this. We’ll build it. We’ll learn from it obviously because we’re gonna learn by doing and and apply this approach and try to automate something.

Maybe look at part of the VOC research, something.

To get to get it so there’s an actual deliverable, because in the end, it’s like either a landing page and add, social media post, but it all hinges on voc research and and formulas. Right? Yeah.

To do that and and we’ll automate it and we’ll use these tools. We’ll use AI plus these tools. Pick which one we wanna use probably It doesn’t matter to me. I’ve I I do know probably we we can use the other ones as well. I suggest we stay clear of this for now because I don’t see any of us using schema for now. It’s just not ready.

And from seeing this right now, like, here, this is The talk right now is, like, your agencies are getting into this and they’re having to work with developers.

I’ve heard a lot about probably, like, like you said, I come from the appsumo world of things where you kinda buy live from the app deals and then you just keep it your toolkit.

Yeah.

So I’ve heard good things. Pabley is sort of the one that gets referenced a lot outside of that.

Yeah. It’s, it’s up and coming too. Yeah. You can do quite a bit with it.

Does it’s all the same though. Right? It’s all it does the same thing Zapier doesn’t. If you can you snag the deal, you’re gonna you’re you’re gonna You’ll save a lot of money too. So, yeah, so let us know if you wanna see with PABley. Sorry. What’s that?

I’d even love to start doing automated form builders too. Now that we saw that.

Automated form builders in what sense, Well, like, so we if we go back to a sales call where Christie had shared her sales, like, when she has a link, she pushes and asks for a survey to be cleaned completed before she actually takes the call.

Like, all of that becomes gold mine too.

If we could automate that in Yeah.

Yeah. For sure.

Hundred percent. And that’s yeah. I agree. And you can use that to create your your one reader and you print it out.

Like, we literally print those out before the before the, like, we we use active campaign for ours and you can you can actually save them as a PDF and, like, that’s a salesperson’s and ask add Joe’s question to the beginning too. Right? You know, what brought you here today? Now you’re sitting in front of the person and now you know the stage of awareness, you know the exact problem they wanna solve, how it makes them feel, the exact outcome they want, and every hesitation they have about moving forward, like, come on.

Well, and then you can use that for social posting as well.

Yeah. Exactly. Now that’s that’s the the the key. Right? It’s it’s so powerful. This stuff works. I’ll do a presentation to show, like, that we have the data to support this.

So because we have, the questions that Christy shared with us. I I pulled together a quick soft from it. If I shared that with you, would we wanna just huddle on, like, hey, what’s the ultimate on, like, the way to closed because if we could automate like you’re saying the way you intake from surveys and, prospecting and interests, and, you know, keep a goldmine of that, and then you can use that a bit of your your VOC, in addition to attracting who you want to attract.

Yeah. If that’s, yeah, as long as yeah. We let’s let’s define the goal. Let’s align up the the the qualification. So the thank you page is qualification survey. She’s using it to to qualify, to go on to the next step, but let’s align that with a formula, some type of framework whether it’s hero’s hero’s journey something, and align the questions to that so that that’s the first step. And then we could use AI to start analyzing that, as well and look for patterns.

For sure. Well If that’s the direction you guys want, absolutely.

Do you wanna do three scenarios of what we’ve talked about? And then we could vote on the ones that we want, the one that we wanna do.

Sure. What what’s the other, do you wanna agree right now the three scenarios? Is there any is there any specific anyone wants to see?

Or I think for me, all I would like is something where I think it’s just helpful if we all have common knowledge of baseline.

So like whenever we’re getting more complex, you can always say to us, okay, let’s go back to that build we did way back when it was our first one. And if we think of it that way, then we can bill. Do you know what I’m saying? It’s like the baseline that and I don’t have enough experience to know what that looks like exactly, but I feel like if you’re able to always reference back to that one and we build complex complexity from there. That might be helpful just for the whole group being on the same page, I guess, while also learning. Does that make sense?

That’s a that’s a good idea. I really like that. Like you said, if you ever get lost, so this won’t work unless this works, so let’s back to the basics on what we’ve been proven and taught. So that makes sense.

Exactly. Yes. Thank you. I appreciate that, Nolan.

Yeah. No worries.

So we all wanna automate and it just and so we we we understand what we can do now. We’ll get more into the into the how the the specifics and then the angle if everyone wants to take there’s different ways we can do it. You wanna focus on sort of the PABly and the make option where it’s not a direct integration, but you can still do the automation stuff. That’s that’s where I see most of it going, to be honest, like this approach.

This is what ninety nine percent of of businesses are gonna do. They’re gonna go this route.

We use Pably and then test it, you know, either through yours or we we buy it because it makes sense?

Sure. Yeah.

We can test it.

We can try it and make as well. I can We can try different versions. I can tell makes a little more user friendly, but it’s the same concept. You just you’re creating your prompts.

Right?

So we’ll the process I can see is, you know, we need to we’ll create our map, you know, what we wanna happen the steps just like we’re doing a sales funnel. And then, we’ll build the assets for each step, so the webhook, the the prompt, and then this will be, a webhook as well. And then just I think once we understand those steps and how it all works, then we can start. We have the basics and we can build on that.

So what model I guess the question what you are asking is what’s the source data? Like, do we wanna do thank you surveys? Do we wanna do incoming new client surveys? Do you wanna do voice of customer, that comes from Kaptera. I think that’s the question you’re asking, Shane, like, what’s the source data that we want? And then the idea would be what what model we apply to it, like the hero journey, the, past the you know, the different framework that you were suggesting?

Yeah. What’s the goal? Like, we can do if you want. So we’re actually working on something as well.

So, what is it, the story brand? So what you can do so I’ll give you an example of something we could do. K? This this will actually be fun. And actually this will actually challenge my team.

My story brand, is to I think it’s my is it my story brand? Yes. I think it’s my story brand. Yeah.

Here it is. So what you can do is just to give you an idea. Okay. So is is everyone familiar with, story brand?

At all?

Yes. Yep.

Okay. So how you can leverage story brands? So this right here is a framework. This is a it’s a formula It doesn’t quite it follows the the same now of the greatest movies of all time.

You know, character starts with a problem, meets a villain, all this problem. You can take this and you can create a formula. So what you can do is you can create a survey that follows this formula says, hey, what’s your problem? Hey, what options have you considered all that good stuff?

Send it to open AI. Open AI organizes it and then sends it to this tool and auto populates all of this for you, and then you just need to print it and send it to the client. So that’s stuff you can do. We’re creating something similar not in using story brand, but like hero’s journey.

But we’d wanna see, like, what’s the ultimate goal? We can automate stuff, but what is it we wanna do with that deliverable or what we’re gonna produce. Right? What do we wanna achieve from it?

I like the hero’s journey just because it is copy hackers.

Sure. Yeah.

We can I’m I’m I’m open to whatever, you know, the input in the the formula is that everyone wants to apply to because then I think where it gets applied to, you can decide.

Is it a landing page? Is it social? Is it a web, you know, etcetera? But I guess Oh, that’s a good point. The data?

Yeah. That’s a good point. And then we can decide to actually, that’s a good point. Because we can decide on the we have the type. We have the framework. We’ll automate collecting it, and then we can do different sessions on how to now what do we do with this?

Yeah.

We can create a landing page, spit draft. I hear I see. That’s a good idea.

I like it.

Does that work for everybody?

Yeah. Yeah. I would personally there’s two areas that I’m interested. So if you wanted to cool the group and see what they were. Like, I love using existing reviews or anything that’s public out there that you can turn into gold.

That’s a thought. And then or that survey, this the survey questions, like, that, Christie gave us that you can use when clients click, you know, to set up a call.

Sure.

Or, you know, if other people help the other ideas of the data source?

If we can use okay. So no extend let’s say you wanted to use Amazon review mining, just the you can use those datasets, but then use sediment to sort of figure out like, put the the negative into the frustrations.

Like, you you can still you take those reviews and you can categorize them yourself and then or you can put everything in and AI is pretty good at that to sort of take all this data, organize it by, you know, promagitate solution. It’ll do that and then that you can work with it. But the the point is to start with that organized, data set, if that makes sense. Yeah.

That’s key.

That’s that’s the ticket. That’s what I found most effective, then it it it loves it because it’s it loves that stuff. It’s, like, it loves forming. It’s like, like, Joe was thinking ahead. Like, the where the industry was going, like, it’s just the It loves formulas. It loves frameworks. You’re just feeding it exactly what it wants.

Get all this fun. So many things, Aye? These are just frameworks, formulas, and you’re just overlaying. That’s literally the process. You’re just using VOC research, and you’re just you’re applying these formulas. It’s all that is.

Yeah. And it’s important that it really just makes sense because it’s just based off proven statistics and data. That’s why it became a formula. That’s why it became a framework. It’s because things worked time and time. Again, it’s just battle tested. You know?

Exactly. Pitch or promise, like, you’re painting a scene, like, that that tells you exactly, you know, everything promise problem, like, proof these are just your your trust, your your point of difference. Oh, there’s something as well where, there’s another survey I’ll I’ll give some ideas. So we’re actually there’s another survey we’re creating. So we wanna find the point of difference benefits.

We’re using it to develop our USB, and a few other things as well and actually have it recommend.

So let me pull it up. We’re gonna have AI recommend this. It it’s not hundred percent right now, but basically to create an avatar from all of the VOC data that we can use for marketing that includes demographic and psychographic data, and then we can use it across Facebook. We can use across Google ads and it’s pretty detailed.

So it starts with, like, identifying. So how this would work is analyze the CRM data and tell us the most profitable service based off revenue. Okay? Then look at those services, under there.

I want you to analyze the average age we already know we got this down right now. It’s twenty five to thirty to thirty five to twenty five to thirty. Okay. Mail, gender, we have all this because of the CRM.

Then we have it the information there, where are they from, where they participate. So you can see how you can start creating some pretty powerful stuff with this. Right? And then you have your hesitations, the outcomes, all this other stuff.

These are just the formulas. Just the formula. And then it could actually recommend some hard offers and and soft offers and you can actually get proof and, your u s p. Right?

It’s not the this you can get all this from survey data. Right? It’s pretty cool.

No. Yeah. This is awesome. For some reason, instantly, it comes to mind, like, russell brunson’s dot com secrets.

Like, when he was formulating how to, like, thrive on his business, he wanted to have, like, a picture of his dream avatar next to his, his computer. And, like, five or ten years later, whatever, after, the click funnels became, you know, super prevalent. He, like, found himself surrounded in a room by literally people that looked like that. That’s true.

Yeah. It’s true. I I believe in that stuff, man.

Like, I I won’t get into the I know it’s getting If you know them to that tee, then, yeah, that you’re gonna attract them eventually, you know?

Yeah.

A hundred percent, man. It’s very true.

Yeah. Even the book during the launch by Jeff Walker, I believe. You know, it’s a proven model too of, you know, launching as well.

Yeah. Everything everything is in some ways a model, that you can see from and so Jeff Walker, he had, launchy dot ai. He basically built, for his process. All of the proms and was selling in on Black Friday. I didn’t I wasn’t it was interested per se, but it’s that idea of you can actually do what he does and and similar to kind of the bot that you were thinking of for copy hackers. He actually put it step by step. So it was all of his process.

Your avatar, you know, your, pre offers, your you know, fresh off your crushing offer, your, like, every single every single step gets, pretty populated.

Bango.

It’s smart. And it it’s all, like, you can’t ask for anything better. Right? And it’s all based off of real data, real voice of customer, real formula is proven, and it just layers upon each other. And then you just do your split testing, and that’s it. And then you can even narrow it down.

Time, you literally just become your your client or your customer, you know. You literally just are them.

Yeah. Yeah. And you can you can use it to the to break it down by stages of awareness. There’s your buckets.

Like, we do that with Google ads. Right? Or we we do I’ll I’ll do a session on this that one of the sites that Jill is talking about. So we call them authority sites.

So an example would be, I think I talked about this Botox. Right? Botox for sweating. And then you have your FAQ, your your origin story, your, your process, which is like how it solves that specific problem, and Just by doing that, your site is targeted to the different stages of awareness because now you have your blog.

So then you you create questions about sweating on your blog, you connect it, you create a dynamic campaign with Google ads. Now you have campaigns driving targeted traffic around a specific persona using real voice of customer targeting each stage of awareness sending it to a funnel that you’re now qualifying and building your list and nurturing based off of data that you you sell. This is powerful. It’s it’s like it’s gets global.

Literally as specific as you can get.

You’re literally in you’re invaded into their mind at that point.

No. And at hundred, you’re literally in the mind of the customer and how you’re leveraging it all to come together. It just, like, it’s mind blowing. And there’s, like, when customers sit down in front of you and they’re, like, or when yeah.

I totally get it. Like, yeah. You get me, man. Like, that’s that’s the biggest thing.

It’s like, or you’re talking to a customer and they’re like, you’re like, yeah. Like, he sounds just like me.

It’s like and then you’re remind me of, like, if you guys seen step brothers, like, hey.

We did we just become best friends? Like, yeah.

You’re you’re literally this is, like, forget, like, what do they call the well, serve the, you know, they, the groups where they sit down and they I forget what they’re called. Anyways, they’re you can get you can do anything with this stuff. I love it. This is, like, this is where I geek out a bit.

It’s insanely fascinating for sure.

Yep. So does that is that helpful? Like, I’ll I’ll put some lists. Yeah. Absolutely. We can start I just wanna emphasize one more time.

Like, the it really hinges on, your dataset, which is your knowledge. It really hinges on formulas. Start with a formula formula formula formula, formula, start with a proven one. It doesn’t matter what it is, but start with something hero’s journey is a really good one.

You can you can use hero’s journey for anything. You can use it for qualifying, add a couple of questions here and there that you if you wanna further qualify by budget and whatnot, but make sure your surveys and make sure the the what you’re using to collect the data tells a story. Right? So align questions with that proven framework.

That’s how it starts. And then everything you build on that moving forward is is gold.

Well, does the group want me to share what I collected from Christie? Like, the questions and the soft that she did for her sales call.

Sure.

Then maybe there’s better questions, or additional questions that help the group from that a starting point because you’re right. Like, you gotta ask the original questions in a way that’s tell the story. And I think Christy did a pretty great job of that when she built the survey.

That’s gold. And then just think think ahead. Do you know what framework she’s using or formula?

I don’t know that she connected it. I I think she just, but it’s a good question for Christie because she took us through that sale like how to land clients.

Maybe that is the extension of, like, evolving what she presented in combination with her and say, like, actually, yeah.

Okay.

Yeah. The next step is like what formula do you put it through? Maybe the hero’s journey so that when you hop on a call, you’re basically telling them everything as a solution and what you do to support based off of what they provided

Transcript

So today, we’re going to, we’re gonna cover a few things. We’re gonna talk about first, I’m gonna answer your questions. There’s a a few people in the select channel to have some questions about, using the knowledge base and, creating prompts.

The most cost effective strategy to to use GPT and the tool that we recommend, I’m gonna go over that as well.

Then we’re gonna cover understanding prompts, the basics, Incorporating your knowledge base, I know there was some questions on that as well. You’re getting a lot of errors and whatnot when trying to upload your knowledge base. Then how to create actions, the different types of actions we can create and the different tools that you can create as well. And then we’re gonna end it off with some fun with, VOC research and how you can, quickly uncover the, those sticky messages and then use all that through the, conversion copywriting process. And if there’s any questions, just feel to jump in, that’s kinda what we did last time as well. A lot of this will be over the shoulder.

As well. So just, yeah, don’t hesitate. So first thing I wanted to cover is the So Katie, I had a question about, paying for pro and you’re working with your your VA right now. So, the tool that I recommend that you purchase is it’s called TeamGPT.

It just so happens now that there’s a lifetime deal on appsumo. So jump in and get if you can.

The advantage to this, and I’ll show you how I use it.

I’ll do it under here.

Think it’s under, nope, options.

Do do all bot research here it is.

There you go. So this is the sort of insider look on how it works.

The great thing is you can store all your prompts and you can work with your your VA. But more importantly, you can have a share folder, and then you can jump in and you can actually comment on the different outputs.

The great thing about this is that you can actually decide which model you’re gonna use, you can you can choose, the most cost effective that you wanna go with when you’re creating prompts or testing and whatnot, is gonna be your three point five turbo sixteen k. That’s what you wanna start with.

The, if you wanna get into more advanced stuff where if you wanna use code igniter, then you’re gonna have to use the the GP four turbo. But for most of the stuff, especially for your your prompt, testing and whatnot, you can stick with the the turbo. So this is an amazing tool. We use it extensively for our team You can you can create a team library of prompts, different things that you can do with it.

You can create your own personal library. And like I said, you can do some pretty cool stuff with it. I’ll get into this later. There’s actually something you can do instead of creating your own knowledge base where you can link to a website.

In this case, we’ll use a a Google sheet that’s been set to, edit, and then it’ll analyze the Google sheet and then you can have it pull data from that that you can use in your, copywriting as well. So, yeah, definitely the tool that I recommend, is this one, and you wanna grab it as fast as you can because I’m not sure how much longer it’s gonna last, but it is on app sooner right now for the, the lifetime.

The next one is, so creating your knowledge base and also how to use the the API assistant. Chris, I know you wanted to cover something on, prompt engineering. Was there a specific something that you wanted to cover on this?

No. It was mostly how to create prompts in the, In the what was it called? The the playground thing? Because I remember that you Sure. You used to create prompts in the playground and pay used to them in the GPTs. So, yeah, I was wondering, like, what makes the the playground so much better than the the normal prompting in CHA GPT?

Okay. It’s just the, okay, so here’s the playground here.

I can show you the process that I use for, for prompting.

Basically, it’s the there’s two things under this. There’s the chat This is just your typical, you you start with your what you want to happen under the instructions. You return your your the user and then you have the output here. I’ll show you the document that I use.

It didn’t come up, but let me open this up.

Bear with me.

And then there’s also, of course, the assistance. Now the main difference between these is that if you go with the assistance, you have access, access to code interpreter, and then also you can use your, custom, knowledge base. You do have to use the the GPT for the preview. If you go to the turbo, you’re gonna notice that you still have access to code interpreter, but you can’t you don’t have access to any files.

So that’s the main difference between you can use both, to create prompts. There’s no, There’s no difference between the two. I can show you the process. I actually use it in my case, a template when I create prompts.

I’m just gonna open it up right now.

And and and also, like, the the difference between, like, programming, system API and programming a GPT like, why are assistance API apart from the ability to use the actual API and stuff in the background, but what makes the, I don’t know, the customizability of the of the, yeah, building the GPT in assistance better than the GPT.

Okay. It’s all about, okay. We’ll get to that too. So this is the the the approach that I take for prompting, and it just and I can share this with everyone as well. But essentially, it’s just, you start, and this is an example when you start with your your basic prompt, And so, and then you have your output that you’re trying to achieve. That’s what I do, and then I just build on that in initial steps.

Until I get the input that I want, and then I’ll save that as a prompt inside of the the tool that I’m using. In this in this case, it would be team GPT.

You’ll get the same output if you if you use them. Like, you’re gonna get the same output, in this say versus the actually, no. This this is this is used as their, their chat PPT, language model. This it doesn’t it’s actually, I’m not too sure.

I’ll have to I don’t know if it uses that language model, but this one you can, have access code interpreter. Those are the main differences between the two. For testing prompts, I just use this. I use the the the chat for testing functionality.

And using Zapier or, if I’m gonna, you know, use, a schema markup or API, then I would use this one.

Does that answer your question?

Yeah. Yeah. Yeah. So it’s two two different functions. Basically like that.

Two different functions. Use this if you wanna, if you wanna access or if you wanna incorporate functions or if you wanna use a code code interpreter. That’s the major thing on this one. And then if you’re just looking for your basic prompts, just use playground because you don’t have access to, quote interpret or anything.

Yes. And and in general, you use these instead of the normal prompting and GPT in chat GPT because these are more flexible. Right?

It it depends. Like, it’s I’m having a lot of fun with with team GPT right now.

Yeah, it just really depends. Like, it’s not if, if I’m using functions or I wanna I wanna practice some automation or I wanna look at a large data set, then I have to use I have to use the playground because of because of the knowledge base, and you have more access to, you can add more files or create a larger knowledge base in this than you can with the GPTs. Right? So you have to use this if you wanna get into large files. But there are tons of limitations to this. Like, especially with the knowledge based limitations, like, you’ll you’re gonna notice there’s some people are are saying that it’s timing out.

People are noticing now that file sizes, especially for the knowledge base, anything over two hundred fifty MB, it’s really starting to struggle.

And it’s also not, it’s, its usage is dependent on your computer’s processing speed. As well. So it’s really not designed. Like, code interpreter is not designed for large, super large data sets. It’s it’s more for smaller data sets, you know, go in, do some quick analyzing. But beyond that, it’s people are noticing they’re they’re having a lot of problems right now. So that’s the and we’re you’re noticing people are seeing a lot of errors as well, and that’s the cause of it.

I had so many errors trying to to use the the GPT four. I just gave up, and then I went with the, the playground. I do have some, If you do get an error message and I’ll share the prompts with you as well, there are certain, things you can say before. Like, you can tell it to ignore the actual errors.

And then there’s a prompt that I have as well that when it made errors, I had it tell me the error that I made and then recommend how it can avoid that error in the future. So you just put that before your prompt when you’re uploading your knowledge base and it’ll fix itself beforehand.

Yeah. Yeah. As well.

In in the in the playground, do you also play with the temperature and all that stuff or or no?

Yeah. The the only thing I play with on in the, in the playground is the for temperature. I don’t wanna close all this as well.

Is I just set it to the main one here is main one that I do is temperature.

For me, it’s just factual. Like, if it’s like more FAQ or if I’m using it for, like, pulling an exact wording, I’d put it closer to zero. It just allows more, like, creative if you put it for higher dose. So I look at it as more factual. I put it all the way down, and it it’ll produce pretty exactly what I want in a sense.

Good question for you, Peter.

I was gonna ask, Shane, I’m noticing that where I had four in open AI, I’m have it drop down to three point five again. Do you know why that would be?

In in playground or which tool?

Yeah. Yeah. Open AI.

Oh, enter which one under assistance or or chat I I thought if you had four in all of them. I guess it would be helpful to show people what they know they have, like, just in what the I I’m still unclear about the different levels of, like, three point five k and Oh, okay.

You can. Here is the so here if you choose if you’re just going for prompt. You can choose your model here.

Yeah. Okay. So you have so the this one right here is what you can use for ninety percent of stuff as your is your, GPT three point five turbo. That’s the most cost effective. And it’s, like, the cost is maybe, you know, you can summarize a hundred word email for maybe four cents. It’s dirt cheap.

If you wanna get into more advanced stuff or if you wanna use code igniter, you have to use GP GBT four preview. This is the latest model that the kid they came out with, and that allows you to, and that this is more advanced. You can use it in the playground as well. But if you use assistance and you wanna get into function calling and you wanna create your own database, then you have to use, g p t four. You can use g p t three, turbo here.

It’s not a problem, but you won’t be able to use the, all of the functions with it. Does that answer your question?

Yeah.

And I think it was probably for people who don’t have or are getting into opening your eye. Like, you don’t start automatically with the four, though. You have to be able to get access to it. Right?

I’ve I don’t know. Is that is that the I had access to it right away. So unless that Yeah. They might maybe they changed it. But, yeah, I had access right away.

Well, maybe the I’d be curious if people know what they have.

Yeah. I actually see that.

You should have access to it. This this was recent recently. I know that a lot of the tools that I use, this just peered, especially under the the team, GPT. So check that out. But I only use this for, like, like, I don’t use this very often. If I do, I it’s it’s more tweaking stuff for the final output, like most of the stuff you can get away with with three point five.

Yeah. I think now the GPT plus, it’s closed. So there’s a wait list.

Yeah. They’re Sure. Yeah.

As well. Yeah. And then when they come out with new pricing models as well, like, it’ll a lot of things are gonna change.

Okay. So let’s talk. Yeah. Sorry. Go ahead.

Just to just do it quick. With the, the differences one of the differences between three point five, seven, sixteen k, Turbo eleven o six, just straight turbo. Is that what’s the do you know what the difference is between those options?

This like, the the the technical speak, no. All I know is that it’s, the latest model is is this one. It just improvements every every time. The those are different iterations.

This is the latest one to use for, the three point five, and this is the latest one for the GPT four.

Stick to these two and you don’t I don’t even know what the other I don’t pay attention to them. This one here, like, g b t four, is the, is is the model before the the GPU four eleven o six preview, but it’s more expensive, but it doesn’t have the same It has less functionality, but it’s more expensive.

So they’re probably figuring stuff out as as they go as well and different people use it. I know developers to complain. GPT four was just too expensive, so they released GPT four, preview as well. And then it it all boils down to the functionality, right, what you have access to.

Do you wanna create your own database? You have to use a certain model. But most of the time, just stick to this one. Your eleven o six.

So does that answer your question?

Yeah. Yeah. It does. Thank you.

Okay?

So next thing is action. So actions, the the whole thing with the the GPTs and and OpenAI’s playground is, you know, a lot of promises were made, and you can do some pretty cool stuff with it.

You’re looking at the following tools that are are coming out. One, you can use Zapier for your, your actions. That’s for your GPT itself.

There’s another one called Pabley Connect, which is Zapier, but you can grab a lifetime deal, and I’ll I’ll show you that as well. There’s make, which I actually set up an automation to show you how you can incorporate that with GPT and then connect it to your blog, and then there’s relevance as well. So we’ll cover actions right now.

First, I’ll show you sort of a walk through of an action.

This right here is a a patient survey. The this is giving you an idea on how you how you can connect everything, and you can sort of automate a lot of your your copywriting process. So here’s a quick WordPress survey. We send the patients, just ask the patient some questions, you know, what’s the problem, what’s the frustration, what’s the solution, click submit, Now what’ll happen is when you click submit, it’ll go through the system, and it’ll use make And here’s really the process that’s following that we’re using we just use a webhook.

I just sent the data to, to open AI. And in here, there’s a prompt, which I’m instructing open AI to take that survey and, to rewrite it, for, testimonial from my website using the copywriting formula problem frustration solution.

So, once it’s done, then I’m instructing Open AI or g p t. I’m using, I think it’s the three point five for this, then I’m instructing it to update my WordPress website.

Okay? So that’s just an example of what you can automate. You can start connecting things.

If you go here, it should have posted by now. And I it takes about ten seconds. So that just posted and then it’s taken that. And then, of course, it’s posted to the site, and it’s it’s I had it bold the exact words of what I wrote just to show that it’s pulling that in. So that’s an example of what you can do or how you can use it to really automate, to automate things. The the GPTs that they’re talking about, in the back end, the let me open this up right now.

Here the the GPTs where you’re getting into the create an action.

As of right now, you have to have some some, knowledge in order to use this, or there’s another option as well. This is called relevance.

And essentially what these are are, it’s API and then schema markup that you can download, and then you can so you can copy and paste it and put it inside of your your custom GPT here.

And, essentially, if you you look at it, they give a bit of a video here, on how it works.

So you you’ll click configure, create your action, and then here is where you’re gonna paste the schema that that they provide under under here, and then that’s gonna allow it to to do some type of function. But you can see it’s pretty there’s no way I I can’t even do that. Like, the developers are I hand it off to my developers and they they figure it out.

To to solve that, they’re coming out with tools like this where in theory, it’s like you you can try the template you can copy and paste the schema and put it into your your GPT to create that function.

The other option And if you don’t wanna go that route is to use Zapier, where you can, you can import Zapier. I showed that before. And Zapier does have direct integration with your your GPT four. The other option is to use what I just showed you, which is your your Pably connect or your your make, and then you can still do that automation that I’d that I just walked you through It’s not direct integration. It’s like you’re you’re still using a form of Zapier.

If you do go this route, make is a really good one, and, Pavli Connect is another as well. They do have lifetime access on this as well. They have some pretty good deals. So snag that if you can.

Do you have a bad question?

Pardon me?

Do you have a preference for one or the other, make, or public?

Make for, like, make its, relevance. Forget it. Like, it’s just too complicated right now. They’re they’re struggling right now with you know, the whole point of GPTs is that it’s supposed to be user friendly, create your own custom, but that’s pretty advanced. Like, there’s not so you’re seeing these new new tools come out that are trying to solve it. But it’s still, like, this this is pretty it’s it’s they haven’t quite yet.

My preference is either Pably or, make one of the two. Probably because it’s free, what, basically, if you get your lifetime deal and you can do a lot of cool stuff, user friendly is is is a make by far. That’s, you know, to build stuff, you can do it pretty quick and you can automate quite a few things.

Little more expensive though, obviously. Right? But the the main point yep. Part of me?

Well, if I’m using ZPR elsewhere in my business, could I replace that with make?

Yeah. It’s a zapier it’s the same thing. There’s no difference, right, between the the only the only advantage for zapier is that it has direct integration with the the GPTs.

You can do it at this level. You just insert some code. It’s like one one snippet and it’ll actually pull in all the the API calls. That’s the only difference. Then you can also use it just like Pably does as well. But it’s the same the the same thing. There’s no difference.

You can achieve what I just showed you guys whether you use make, whether you use Zapier or you use Pably. It doesn’t matter. Test it out.

Does the does the probably one time deal have pretty much anything, like, like, unlimited stuff or is it limited to requests?

No. It’s limited there. It’s unlimited. It’s, have the, I can, I’ll actually get anyone who wants to jump in and try it. I’ll give you access to my account, and you can have use it as much as you want. It’s it’s really is, like, they’re pretty cool stuff too. Like, you can see, they you can use AI to hear, like, g look at your reviews in rewrite them and post them, like, you can do some pretty advanced stuff.

Yeah. I’m thinking about replacing Zapier if I can get this for like, so that I can stop paying Zapier every month. And but also, it’s interesting I’m seeing in mine. I see three hours left and yours with one hour.

Yeah. It’s a this is, like, you get it’s one time payment, but like I said, I’ll I’ll I’ll give you access to my account. You can jump in and try stuff.

It’s the same. You can do the exact same thing with Zapier, but it just it’s lifetime. Right? You can save some cash.

Cool. It does it does this is actually probably a bit more advanced than Zapier. Like, there’s some stuff you can do. I’m just like, wow.

As far as number of integrations, do you think that it’s basically covers everything that Zapier has?

You’re gonna you’re gonna get the same thing or as API calls. The o the only advantage that Zapier has right now is a direct integration with, the but it’s sections.

Like, I tried it in terms.

Yeah.

Yeah. It has to improve every time.

Yeah. You got it. So that’s that’s the main difference between the two. Cool. Yeah, check it out.

Pappabbly is really good. Like, it’s starting to get a lot of traction, especially at all the the tools coming out of appsumo or, like, it’s they’re all integrating now because it’s it’s an up and coming and then just have a look at the videos and see what it does. You can do anything with You you can. I think it was Kate.

You asked you asked if you can create a spit draft with it. You can. You can actually import your survey data into OpenAI, use a prompt and then have it create a PDF document and create a spit draft that you can send to your client for approval. So you can do all that with Pabley quite a quite a bit.

You mean, sorry. I have to jump off after this. So can you just so it would be survey to open AI to a prompt, and then that would send the input to a Google doc.

Which informs my spit draft.

Yeah. You you can so what you can do is I I actually have it here as well. So under the VOC, you can instruct OpenAI.

Is if you’re using code interpreter is you can say produce, a a download a a word document that I can download, create a file. And it’ll create that for you that you can download as well. So you can do that with code interpreter. You can also do it you can ask it to produce a PDF file, and you can also ask it to do a text file.

You would just put it in the in the prompt itself, and then you would do that at, when you’re creating your actual that’s under the prompt here. Is you you would put out the end, create a, you know, make the I final output in a PDF file that I can download. It’ll give you the link.

Okay. Fantastic. And can we get access to, like, this prompt of yours?

Yeah. Of course. If I’ll give you access to, Absolutely. Give you access to the prompt.

I can if you want to help creating a prompt, then let me know what you want to create. And I’ll I’ll send it to my team and we can create it for you as well. We can jump on a call, of course. You need help.

If you need help, if you wanna learn how to do this, like, all you can work with, VIT. He’s one of the developers on that. He knows probably a lot of this better than I do. If you need help figuring stuff out or troubleshooting, let me know.

Alright. Thanks so much, Shane.

I’m gonna catch the best on the replay.

Yeah. No problem.

So any questions before we move on to some, some VOC fund to have some, that I can answer?

Yeah. I would love to do if we, you know, because I’m thinking probably as well.

If we got probably and then we had an over the shoulder video where we step by step, some, like, set something up, Sure.

Because I saw I’ll be honest when it comes to the integration, that’s where I’m finding the sometimes the steps of it are where you don’t know what to click. And maybe it’s easier on the other side for people, but I find this is exactly what my mind has to see it step by step.

Okay.

If, and specific, it’d be any, I’ll I’ll post in Slack, but any, specific actions or something, like, just put and then we can cover it. I can I can work with my team and we can we can set it up and and show you, but this is an insider? Look, these are all the different integrations, like choose the app. So let’s say you have active campaign, here, then, your next action is, you know, you can choose open ai here. Let me put, there you go.

And then it’s it’s yeah. It’s that simple. And then the beauty of it is is, like, the the whole thing about this is, like, pitcher OpenAI when when you choose this option, this is you still need to create your prompt. So what you’re doing is you’re sending this data to OpenAI, and then you’re using the prompt inside of this to instruct OpenAI what to do. And then you’re using another trigger Like, you get this is endless. You can keep on going, you know, post to this, post to that.

People are doing some pretty crazy stuff. And if you can do some pretty advanced stuff like API integration, right, as well, stuff that’s like it, so you can get pretty creative with this.

It’d be really fun to do some use cases that would support us as a group and then say, like, these are the five things you have to be doing as automation or you’re just killing yourself. Otherwise.

Yeah. Like, do it posts, automations that everyone wants to see. That would be helpful. And then We’ll build them out and share them with everyone. I’m happy to do that. Absolutely.

Yeah. Perfect.

So Okay. Let’s let’s, any questions on on, on this right now?

No. Okay. We’ll move on to, Vock research. Let’s have, let’s have some fun on this. Now, there’s different things that you can you can do, with this. And I’ll I’ll start with, team GPT and show you some examples.

Here’s the dataset that we’re gonna use. Now when you’re creating your dataset or knowledge base, you really want to one of the tricks is to, especially when you’re doing your customer surveys, is to be very specific or tell a story or line them up. Okay. So when we had this is actual data that we collected, and the way we structured it is we asked them what the problem was, then we we ask them how does that, make you feel the frustration we agitated it. And then, of course, we we ask the solution or outcome they want, and then we ask them to address any fears or concerns that, you know, holding them back from moving forward. So we align that survey, really, to a copywriting formula. And by doing that, you’re you’re getting a nice knowledge base that AI can work with because it’s all about patterns.

Once you have this data set, you can do some pretty cool stuff with it, and I’ll start with, what you wanna start with here from my state solution. Okay.

So the great thing about, I mentioned before with, with this is that, if you’re using a normal playground, you do have to upload your your knowledge base here. This is kinda wonky when you’re playing with it. The great thing about team GPT is that you you can insert the link directly. So if I copy here, as long as your your share access as long as it’s edit, then what you can do is you can put it inside, and you can paste it here.

And then you have your saved prompts here. So I’ll just go into let’s do this problem acetate solution fear, and I gotta paste this in.

So what this is doing, and I’ll share these with everyone as well is, it’s I’m asking it to examine the customer service survey data I’m asking it to, create a one reader, and I want it to organize that one reader by problem agitate solution in fear. And the ultimate goal is I’m gonna take this, and how we would use it is I would use OpenAI to push this into active campaign or CRM. So when the salesperson sits down with the, the patient that did do a consultation.

They would literally have in front of them the problem that they’re trying to solve, how it makes them feel, the solution they’re after, the outcome they want, and then the exact hesitations and concerns to address you can see how it’s pretty powerful.

So you paste that in, and what it’s gonna do right now is let me open this up.

Analyzing so the crown watcher So I know this guy’s his crown is thinning. It affects every aspect of his life.

His main goal is that, is to have enough transplanted in the crown. So his concern is scarring. So you know, we know exactly what to what to pitch. We would save this to a PDF, upload it, or import it to active campaign. This one is the he’s front line conscious.

So here’s his problem, temporal peaks. This is how it makes him feel. That’s frustration. This is the solutions he’s after.

And, of course, the here’s the fear, very few, identity seekers. So you can see how this is pretty powerful. As well. That that’s what I love about TeamGP is, you can paste the the survey data in.

Because like I said, it’s really wonky. I don’t know if you’ve had if you’ve tried that, Chris, on your end, but it’s it doesn’t always read, the dataset. So I find it It’s super helpful. We’ll do another one would be, to take the survey data here.

And what I wanted to do is Sorry.

Just These are folders. Remind us what we’re seeing because, I used to work in a different one, not this one.

Yep. Sure.

So this on the far left is my so these these right here are shared.

So I share all these with my team.

So if if I produce anything in here that I’m researching, then everyone on my team can see them, and we use these to to communicate back and forth. So you would use shared if you’re working with a VA.

Personal is just I I rarely use it, but I just put it in here. It just means that only you can see them. And if you’re gonna use these, you know, your you use it for reasons or whatever it is, that’s where you put them under here.

And remind me this is your this is your previous chats.

Yeah. You got it. The these are just Yeah. You got it. These these are just previous chats that I would bookmark these and then I would use these moving forward.

Here’s your prompts to your so this is where I saved the prompt. So I would open up the the the chat. So first thing I would do is, obviously, is, you go when you copy the URL. Okay?

And go to the web browsing, and then I would save the, zoom, zoom always gets in the way on that.

Then I would find the prompt that I wanna use. In this case, it’s the problem agitate. Here is is where I save all the prompts. This is our team library. And then you can click play and it’ll insert the prompt for you. And now what it’s doing is here’s the prompt, and then this is instructing it to analyze this survey, and that’s that’s exactly what it’ll do.

Now the beauty of this is that in the prompt, it it’s actually highlighting the, it’s it’s doing an analysis and it’s looking for frequency and it’s basing It’s looking at all the problems and it’s it’s basing that off of frequency the most, the problems that affect patients the most. It’s pretty accurate.

Now this is also the, the direct quotes from the, the patients as well that it’s pulling from the survey data. So it’s pretty cool.

Do you get your question?

Yeah. That’s helpful. And I I’d love to see the prompts because I feel like half the work can go into specifically for past, you know, and and even, I would say AIDA, you know, like all the like, it would be great to have some good prompts that you know. I’ve been tested, battle tested.

Yeah. These these are valid. Like, and I’m not I don’t wanna pretend that, oh, you just whip these together quickly. Like, these are, like, this is like hundreds of iterations and it’s it’s very it’s being very specific.

We don’t I don’t have a problem with hallucinations now because it’s very specific and, like, pull these exact quotes, but to get to this was a nightmare, even with with the d b t four. But these are these are solid. They’re consistent.

These will pull the exact quotes from your, from your survey data.

I’ll share it. Absolutely.

I’ll show Oh, that’d be great.

I feel like that’s half the battle these days, to be honest, is the work you can get lost in a chat session for hours. And still be doing the work to get the work that you need.

It is. Yeah. And it’s the it’s all about prompt too. Right? Like, it just it’s it’s getting to that point and just under that’s what I love about this though because and we’ll have some fun with with copywriting formulas.

Like, one of the big things on this is when you do your survey or your knowledge base or your your review mining take your reviews or your data or your customer surveys and align them with some type of framework. Whether it’s a story brand framework or problem agitate solution or another copywriting formula or ADA, align the questions in your survey to that formula because, AI is really gonna respond to that because it recognizes pro patterns the beauty of that when you do that is it makes everything else so much easier and a lot more fun. So let’s take problem match state solution analysis.

Okay? What I wanted to do is I wanna analyze it to customer service survey data and I want it to tell me the the the most common problems the most common, agitations, how it makes people feel, and then hesitations as well, and then, of course, the solutions as well. Now this is powerful because, I would actually take hesitations and I would have it analyze, like, the thousands of results and I would have it come back and say, what is the what are the top ten questions that people have, you know, that’s preventing them from moving forward and then I would create an FAQ site on the blog, to address those specific hesitations based off that survey data.

So that’s pretty that’s how you can use it to be strategic.

We’ll go into the this one is a fun one. So what I what I asked it to do is there’s certain we talked about this before where there’s certain, words or phrases that imply, either a problem or frustration.

So that is implies a benefit. I just want as the outcome I’m tired of is the problem. There’s these type of phrases that you can you can identify inside of your customer survey data, and I’ll I’ll share the prompt with that. And what it’ll do is it’ll look at all of the data here Okay?

It’ll organize everything by frequency and then what it presents to you is actually gonna be copywriting formulas that you can use, and then you can start creating spit drafts from this. You can use your your you can use this for Google ads. You can use this for for, your social media posting. But the beauty of it is if you look at this pattern, this starts with telling a great story, okay, then the prompts go in and it it it uses the same framework of a great story.

Now you’re incorporating VOC and then you’re applying more formulas on top of that to tell a great story. Everything is connected, and it’s pretty powerful stuff when you start having a lot of fun with you. You can do with it. Right?

I’ll paste this in right now. Let me just show you.

So let’s pop this in and this is the, which one is this, the tired of, just want so that. So this will look at all my information, all the surveys it’ll look for references of in this case, it’s actually it’s it’s smart now. It doesn’t just look for tired of. It understands that I’m I’m looking for frustrations. And it understands that I’m looking for goals so that it there’s using these as sort of like to get ideas from.

Let me paste this in.

Let me and here’s the the prompt, analyze the the, the data we’re looking for exact phrases Again, it’s gonna pull exact phrases from the customers, and then you’re just you’re explaining exactly the format that you wanna use The great thing about this is you can customize this is if you want as well. You can use different frameworks. Well, let’s see what it comes up with.

And you could have a lot of fun with this with your, your AB testing. Right? Now now you’re using your survey is following a story framework and proven formulas that you’re now using to create VOC, that you’re now using to create copy, which you’re now using on your Google ads, and you’re targeting specific one readers, so it’s all connected. Like, it’s super powerful. Right? Talk about conversions.

And it it it does a great job of, like, aligning stuff up. Right? Like, I can read this right now. He’s tired of the comb over style on his crown. You know, there’s not enough a hair transplant in the crown, he no longer wants it to conceal it with nano fibers. It looks barely thin or not at all. So what’s cool is, like, if you look at the ad, it’s probably gonna mention this and then align it up, right, when it gets to Google ads.

The fullness yeah. Right here. It’s like tired of hiding your crown, get a hair transplant ditches the needs for concealers, enjoy natural sunlight. So, like, that’s how you can get into some pretty cool stuff Right? Like, this ad is laser focused on this specific problem from this survey data using the exact words of the customer. So you can say, oh, you can start connecting things. That’s pretty powerful.

What was the knowledge base that it used to create the art?

The what you’re looking at right now, you guys can see the screen.

Yeah. This is actual survey data from customers or patients. There’s thousands of of survey results here.

What’s the expertise knowledge base that it’s using like a book or, like, what what are you feeding to or is that just in the problem?

This this this right here. So this so what we did was we we sent a survey to all of our our patience and new leads, and we ask them those three questions.

What problem are you trying to solve? How does the problem make you feel?

What solution or result are you looking for and and what would prevent you from moving forward?

That’s all you need to know. And then we use these as avatars to to now we know the specific problem, the sales team creates avatars using it, and then and then this is the database. So when I’m copying and pasting this, in here that you see this link, that’s where it’s getting me in. It’s literally analyzing all of this, and it’s it’s telling. So I could paste it in and do another prompt if if I did this.

Let me just How are you teaching it to write good ads?

Is that just in the prompt itself?

Or The ads is the the proven copywriting formula.

Right? So that’s that’s the that’s the the key on this. Right? That’s the trick. If you you’re just you’re tired of, I just want so that is problematic state solution. Right? You’re you’re you’re you’re kind of like simplify AI loves this stuff because it loves formulas and patterns.

Right? And if you look at this, like, I could turn this easily into a testimonial.

That’s what I did. It’s perfectly aligned. Right? Like just, hey, are you seeing a headline?

Are you seeing, your hair is mostly thinning on front? You notice that it your density is starting to diminish. You know, I I get it. You’re self conscious about your hairline.

You want a more denser hairline.

Right? But you’re you just, like, you see how easily you can you can come up with some great stuff with that. That’s really and it’s all based off actual the beauty of it is these are actual customers. Right?

So you can see how this stuff works. Like, I’ll do I’ll do a, a session on Google ads, how we, we use this to crush the competition on this stuff. And it’s all using we have real data on this. That that is based off of CRM data.

That I can we can prove this stuff is it works like magic. I think someone had a question on that too from Story Brand. If there was data that we could show that using VOC, Yeah. Quite a bit.

This is your secret sauce. And it’s and it’s and if you’re playing with AI, that’s the trick.

Start with your conversion copywriting processes, and there’s a whole what I use is this one, copy hackers, I use Joe’s. Right?

She has a great article on it right here. These are the guides. There’s two hundred of them. You can have so much fun. And just build these into your prompt.

Right? Start with this. And and when you’re gonna and it starts where you’re getting your data from, obviously, right? But it starts with, just align your questions with the the, the proven formula, which is what we did. Right? That’s where it starts.

And then it’s also paid leads or or customers.

And was that that was leads. Right?

This one right here is, this one’s leads. One’s leads. We have a separate one for customers and we get into, you know, like, a little bit bit more detail. We do we are gonna expand on this more We wanna add, you know, why they chose us, your trust indicators, all that stuff, all that jazz.

Why do you use the customer, data for, you know, in a a chat JVT process.

What do we use it for? Like, in what sense? Yeah.

Like, if you use it to ads as well, or do you to you.

Oh, everything. Oh, yeah. The whole we use the whole I’ll do another we do that. I use it for, I I use it for Google ads personally.

So what I do is we have a client. I’ll give you an example. So we have a client. I I can’t say the name, but we get profit sharing.

Right? And so we had a CRM data. We put it inside of, chat GPT and it was directly from the CRM, and then we also had analytics data. We had to look at the analytics and the CRM data, and we use revenue as the the the metric, and we had to tell us, okay, which market should we focus on based off of this commission rate to make the most amount of money, and it analyzed everything, and it to it showed us exactly where to focus, including age.

So we knew the average age was twenty five to thirty six. Now we have a perfect persona that we can use for targeting for for demographics, then this is our psychographic data. So now we know where they are, and what age, the now we have the psychographic, the exact problems that they wanna solve, and that’s how we use that for the copy for the landing pages, for the, the ads, and it’s all the same copy leading, and it’s all based off frameworks. Right?

It builds off one another. Just like I showed right here. Right? So these are the, you know, it starts you build your avatar, then, you know, you can identify patterns but it the common theme is the, is the the the formula.

Right? You can have fun with it too. Tired of is a good one. So that, and then you can start making the beauty of it as well.

If you start looking for these connectors, it it starts connecting things, and it starts telling an amazing story. NAI loves this stuff. Right?

That’s awesome. That’s pretty cool.

Yeah. And I’ll share all this with you. Like, there’s a we’re gonna build more like, this this is a gold mine. Like, this stuff here is, like and it’s all based off Joe’s, like, the foundation with conversion copywriting is proven copywriting formulas and frameworks, and the second secret ingredient is really your your VOC.

And that’s the process. Right? You you do your your research, you create your avatars, you know, from your VOC research. I just did that with you.

Now you have your one reader that you you create your page around. Right? And then you take your formula, ProMage State Solution, there’s your spit draft.

It’s literally it’s the all the hard stuff is done for you, and then it just now you have the what and then you just apply proven copywriting formulas over that. That’s the how. But you’re using VOC to do that. Right?

So it just it makes your job, and this stuff really works. It really works. And it sounds like the customer, right? You’re using the customer’s own words.

As well.

If if we so I do a lot of website copy. Right? Yep. So if I wanted to take basically, what I want to to ask is what tools would I need to create a process that I could feed, in seven to ten PDFs of interviews, get it to extract that data and separate, separate that, the verbatim quotes into buckets and maybe apply, themes to them and then kind of prepare that for a spit draft. Like, is that something that you’d need?

Make full?

Yeah. You’d ex exactly what you just said and exactly what you know what I used to explain what you wanted. That’s a problem. That’s where he that’s what you would put in here. You would say, you you would create a hook. So all your surveys goes out, you would say, I want you to analyze, the the survey results. I want you to create buckets.

You’re very specific. It it it’ll take a while to get there. You’re gonna have to test it. But then you’d say, okay, I wanna create buckets for this specific reason, and then you would test it, test it, test it till you get the output, then you move on to the next step. Right?

But once once it works, it’s it’s really cool.

You have a lot of fun with it.

Would you recommend make for that, or, what was the other one probably?

Or make Pably have your have your fun with it.

Like, it’s not.

There’s different try try to press the cheapest one.

Have a limit to of two step workflows if if you don’t wanna go for the ultimate package.

If you wanna if you just if you look into this try stuff out, I’ll give you access to my account. View.

Is that what you wanted to have?

I mean, I would love that. It’s just I’m I’m aware that this deal is only around for three more hours.

So I’m just trying to figure out Oh, no.

It’s it’s always three more hours. It’s been three more hours over the past three months.

Okay. Cool. Alright. Sweet.

Like, I’ll give you access. You can go in and, like, we have unlimited. So if you wanna try stuff out, but if you’re gonna go for make is is it depends on your budget. Right? You can do everything with this. Make seems a little more user friendly, but exactly what you said you can achieve with both of them, hundred percent.

Okay. Cool. Yeah. Oh, I mean, I would love that. If if you don’t mind, I’d I’d really appreciate it.

Of course. Absolutely. And any any, workflows that people wanna see let us know and we can create them. I work.

Vit knows, he’s really good at this. Jeremy’s good at this as well. I’ll have them jump in and do some stuff and and share them with everybody. Including the prompts.

But just to emphasize this, and I’m I keep on repeating myself, but it’s really to get into VOC and and using AI and and whatnot, it’s all about the formulas.

Like, when you’re getting your survey data, when you’re sending your survey to customers, start with a formula, whether it’s hero’s journey, story brand framework, start with that. Right, and base form your questions around that because it makes things a lot easier, and then you’re naturally telling a story.

From the v the very beginning. Right? And then you’re getting into some real con conversion copy. Right? It makes your job so much easier.

Your team starting kind of with, like, a fresh, POV, you know, like, where you don’t yet have the inputs of a survey.

But you’re kinda using what’s public reviews as a starting point.

We were going back to this, I think, last time, where you could grab some let’s say it’s for a SaaS product g two or Kaptara reviews.

Could you do the work of grabbing that and actually having it’s sorted into these bucket based on those sticky words like problem, agitate solution.

Yeah. You can. So there is a prompt I’ll share. Sorry. Go ahead. Yep.

Yeah. So it’s like, hey, take take what’s out there or on a given product.

And categorize it like a survey would have is inputs, and then use that work to do you know, the personas or Yes.

I have a prompt just for that right here. I’ll share it with you. So what this does, it’s a bit more advanced.

This is exploratory data analysis. It’s it’s I’m not it it’s good. I know it sounds pretty pretty cool.

But it does just that. It, it goes in. The trick is, and I’ll share this with everyone as well, is start your prompt with the knowledge base. Start by asking it. All of these here are this is like a weekend of me losing my mind of like, okay, this isn’t working. And then, like, hey, what’s the error in solving it? So I’m asking it to solve itself first.

Okay? Then it goes in and it does a comprehensive exploratory data analysis, and it does what you’re asking. So you could use this for reviews. Okay? It’s gonna gonna look for problems, agitate solutions, it’s gonna fix files, it’s gonna categorize, and then it’s gonna identify frequency for you as well. And then once you you have this, then you can start creating your data set. So I did just that with this, and then I asked it to create a final output.

You can actually do that is to, you can ask, hey, create a text file that I can download as well, and it’ll it’ll create it for you. No problem.

So when you did the work, like, are you gonna share the prompts or are you gonna share in what remind me? This is an assistant.

That’s different obviously than the GPT.

So we would have to create this assistant in open AI. Right?

No. You can do. So here’s the prompt.

Let me copy this prompt. Let’s do one right now. Show you. So the only problem is if you’re gonna use, let’s say you’re you wanna use the the new GPT four, okay? So we’ll use the the GPT four. You can just you pop it in here.

Okay? And I’ll just use the same data set here.

K? It’ll do the same thing here. The only difference here is that, this is wonky. It doesn’t work all of the time.

But it’s using you see how it’s saying it’s loading Python, all that stuff. Same thing.

That’s that does all of that here. I’m just instead of putting it here, right, I’m just posting it here. Does that make sense?

Mhmm.

That’s the only difference. It’s still a prompt. You have to know your prompts.

But it won’t start in playground?

Part of me?

Sorry. It works better in playground?

Yeah. It does because this is really wonky. Like, this is this is remember, this is meant for, general use. Right? It’s not meant for, like developers or advanced stuff. It’s, and you’re gonna get it’s working now, but a lot of times it times out. It doesn’t or it takes a little while, but you can I like this just because it’s more it’s quicker the other one and I can choose, there’s no limitations on it as well?

So and then once it it’s kinda like cleaned everything up and now you can get, you can get what the, you know, if you have specific questions, you can dig in deep. It’s basically prepared it, and then you can get into all the data that you guys are talking about, you know, prepare you know, I don’t know, to prepare a or which which you can even ask it. What should I what should I do? And it’ll it’ll make some recommendations or something.

Right, define your goals, and then it’ll it can you can do charts visualization, have it downloaded to PDF, Sky is the limit. Right? I’ve used this, the the code interpreter, like I said, to analyze markets, right, and you can cross reference it with CRM data. It’s pretty powerful.

Like, we have we used it to analyze the keywords that are associated with closed one for customers and then link revenue. So we knew exactly which keywords were generating most revenue. So then we use that to import it, to Google ads. Right?

So you can see how it was pretty powerful. That’s how we use it.

A lot of fun stuff with it.

But again, you’ve heard you prefer to build it in playgrounds rather than using the I I do because I find there’s a lot of problems with this and it’s times out and it’s not It’s just I find it’s easier.

It’s it’s cheaper. Actually, that’s another good point. That’s a point. It’s a lot cheaper. Right?

Because if you’re using this, even on the pro, it’s what I think it’s twenty dollars a month, but if you’re using, the playground, it’s it’s cheaper, especially if you have a team. Right? For less than a hundred bucks a month, I have my entire team on it.

And if I would pay each of them pro, twenty dollars, do the math. Right? It’s a lot more expensive.

Yeah. Right. You do you need pro to have access to playground there. Right?

I don’t think so. No. No. Because playground is meant for is API. The whole point of having playground is that you can do custom functions and the and you can you have to use your you there’s API.

You have your API with it, but just you can do a lot more with it. That’s the main thing. Right? You can you can build custom integrations, a lot of that fun stuff.

Even this, like, there’s a layer that goes beyond this one.

That I don’t even the developers I work with, they that’s the realm they’re in. They’re in, like, Python. I tried it.

They get into this realm here.

What is it?

They get into Python coding and all that stuff where you can, I tried it too much, but then they get into custom? They’re building bots right now that connect.

Oh yeah, we’re actually doing a custom bot for copy hackers. So what we’re doing is, we’re using copy actors courses and website as a knowledge base. So we’re optimized as a knowledge base, and then we’re gonna use not playground, but direct API integration to create a bot that you guys can interact with and ask questions and then it’s gonna pull its knowledge from copy hackers itself. So obviously it’s relevant. So our goal is to have that launch, in the new year. So you’ll you’ll something to look forward to.

Damn, that’s cool. Like, a little digital Joe.

Yeah. Exactly. Yeah. Exactly. And it’s, we did actually did one with, as a pilot. It’s actually pretty pretty crazy.

So here’s, ask Jean. This is where it’s fun. Like, you can have some fun with this. So this is Jean Schwartz.

The legend of advertising. And this is his book, but it actually, what are this, what are the are this? He it talks like him too. Right? And it’s actually, it’s pretty cool because it it, in this case, we’re using his, database as a PDF.

Of the book, and it took took us a while to get to it, but it it talks just like him. It’s actually pretty interesting.

It’s accurate too. Right? And then you can use it to, I don’t know if anyone has a copy of that book, read it. I know Chris, you do.

On that. So you can see the GPT, the knowledge base we use in this case was, the which one was it? It was his breakthrough advertising. And then I also put, his leading headline formulas as well. So you can it’s actually pretty cool. It comes up with some really cool, really cool stuff.

Any other questions that any and anyone else wants to see as well that, we can build out or especially with Evoc research.

I’d love to just get to the point where I could try and build something in because I’ve always just used chat GBT or the team GBT, like my version of that was team AI.

I haven’t actually built anything. So is there a video or a link of anywhere that you’ve seen that’s a good source to say, hey, like, let’s just get get one thing built and bring it maybe to one of our sessions on this, and then we can ask the questions because it’s kinda one of those It’s a lot of information, and I’m just trying to figure out what what could be a task that’s simple to build in the playground area.

Do you want to Yeah.

Well, do you wanna collectively decide on what you want to automate or build? And then, we’ll build it and then do a, share the soap and then a video and then we’ll have a session and walk through it. Would that be help?

Yeah. Yeah. And if we could get the, like, the over the shoulder in advance where we could come having built it and then we have gone through the struggle or the wind of it. That’d be great.

Yeah. The the main thing on this is always remember it’s just you have your, paint on, you know, on this. Like, you the the main thing is you have when you’re getting in the automation. It’s just it’s just to think like this.

Right? You have your you have your data here, like these are surveys or what they are, you’re gonna feed this into open AI. Okay? You’re prompt is gonna instruct Open AI on how to format that information, okay, then you’re gonna use something and some type of other action to do something with it.

It could be publish it to my blog, publish it to GMB, create create social media posts and share them across social media.

But it it starts sort of that’s that’s the step, but it really hinges on your prompt. Right? You still have to, and that’s where you use your your proven copywriting formulas. Right?

That’s kinda where I’d love to know what the endpoint is and then build the the from the beginning. So, I mean, social media for me would be one area that I’ve been, you know, using a g I’ve created GPT, but it’s not automating, and it’s still a little finicky in my tone of voice, but, like, I really like, for example, the way Justin Walsh, if you know him.

No. What is he, his style or his, his posts?

Or Yeah.

Like, he’s kinda about Guru that comes out on LinkedIn as like the LinkedIn operating system of how to, you know, create post, viral posts.

So he has a formula that he recommends like a framework?

Yeah. He does. Yeah.

Okay. So we can use that framework and and align it to the to the, the knowledge base and then you could spit those out. Right?

Yeah.

As long as there’s a formula or framework, it’s not a problem. And then you’re just, like, you could take this. You could you could I could put this in right now and ask it to Let me do this right now. So here, right, you know, I don’t know, three, Facebook, posts, linking to the success story.

Right? So you can it’ll take that, and it’ll do that as it’s, obviously, this is it won’t be perfect, but that’s that’s how I would use it. And then you just this what I’m showing you right now would be that second step, right, in the in the process where you’re you create the prompt and is gonna take the data. And then the third step would be to post this across your social media channels.

Yeah. That would be great. If we we could do the work of, like, getting that. That would check check off one of the boxes that we have to accomplish in queue.

For sure. And it’s so powerful. Right? Cause you could have, like, you have your it’s all based off of a framework. It’s real customer data, it’s real voice of customer. And it’s all related. The ads are voice of customer.

The it’s it they’re I love how powerful that is.

It leverages, like, AI is greatest strength kinda like you’re saying about pattern recognition to apply it to, like, proven formulas based on psychology. So it’s just insanely strong.

Hang go. It’s it’s exactly what Joe teaches. And this is the What I’m showing you right now is the exact way to use AI. Don’t it’s it’s still in the end of the day hinges around proven copywriting formula.

And using VOC. It’s it’s the basics, but leveraging AI. And it makes our job a lot easier. Right?

Like, I don’t I there’s I’m not a data analyst but I promise you with knowing copywriting formulas, I can produce some pretty cool stuff that is gonna make a lot of money. So I understand.

Yeah. And it’s crazy because a lot of people hear them and they have, like, mixed feelings about AI, but I think when you’re leveraging it properly off of its core strength, which is those pattern recognitions in it’s placed in that framework. It’s just crazy strong.

You got it. And here’s another framework, so what prove it. So I’m doing, gonna do a presentation on it where it’s a copy editor. Right? So if you wanted to there’s a lot of people say use use AI to have it edit your your copy, but you need to be more specific Like, you can you can ask AI to look for any mention of a claim inside of your copy and then to stop and, like, ask you a question and then add a benefit it and then recommend some trust indicators to reinforce it. So that’s how it’s powerful. You can build all this, but it again, it hinges on proven copywriting formulas, right, and building out your prompts.

Yeah. And I really like how you’ve, like, pulled out so much data to be able to get, like, the goal, like, If this, then that, or it’s, like, one that comes to mind would be, like, love win, you know, like, for for, like, a goal statement. Right? Like, anytime you know, that you’re gonna get something good out of it.

So You got it.

And it’s I I promise you that you can get the best copy just from, like, get some survey data and just look for so that.

Or hit I promise you that is gonna give you amazing sticky copy. I’m tired of worried about all of that stuff. That’s your state.

Hate win, exhausted with, whatever it is. Right?

Exactly. And look for so those are pain points. That that’s a great point, man. So you have, like, you have your your synonyms, there’s synonyms, there’s adjectives.

So instead of thinking, hey, I have all this data, how am I gonna find my problem and, like, get this, like, sediment, negative, neutral. Forget that. It’s like, okay. What what can I look for?

I wanna look for synonyms that indicate pain point frustrations and problems. I wanna use look for adjectives. I wanna look for, phrases like you’re tired of. So you’ve you’ve simplified it But just by the very nature, these power words, these adjectives, they’re gonna be sticky copy.

That’s the whole point of power word. Right? You see it on getting at? Yeah. That’s the whole point.

And you’ve simplified it, and you’ve made your job a lot easier. Like, even if I go into here, man, like, you can see, and this this pulls it exactly from it. Right? Tired.

It destroyed. Like, at the look at this.

Right. Exhaust.

Riddled by. Riddled or ridden by. Riddled.

Like, that’s when you’re, like, oh, man.

Yeah. Like, I used to be good looking. I’m tired of restricting myself from the things I enjoy. Are you tired of restricting yourself from the things you enjoy? Like, it this is a gold mine stuff.

Oh, yeah.

Yeah. It’s so easy. I’m not a copywriter. Make no mistake. I’m a direct I’m a direct response marketer, but my secret is, Joe, and her conversion copywriting formulas and just using AI and using voice of customer. That’s Yeah.

It’s it’s honestly fascinating and mind blowing I know it is.

Hey. Well, you have a lot of fun with it, Hey. Yeah.

Shane, do you have, do you have, like, a list of those, those synonyms that that we can use to to that you use to identify pain points and, and struggles and frustrations.

Absolutely. I had it, I actually built it.

I over saved it though. I actually have them for you here. I put them in to, identify pain points right here. So I actually saved them all for you here. So this is your you’re seeing this this is the one of the prompts. It’s carefully examine.

Look for exact wording, full context. And then it’s look for synonyms, reference points, and then these are you didn’t you don’t have to give all of them. It starts recognizing them. And then these are the type of synonyms aggregate.

And you can do this with outcomes. You can do this with frustration. So those are your frequently asking, questions. Like, you can do tons of stuff, the same concept.

And then, oh, here’s the example. So I asked it to to look for that information, and then you can ask it for a I I downloaded it expire, but then you can ask it for an output, and it’ll give you and then you can download it and share it. And you can ask for a CSV format, Word document, or even a text file as well.

This is great too.

Yeah. I I’m now going okay. Now what are the steps I need to take to building? That that’s the part that, like, what are the pieces of the puzzle that needed to put together.

I know.

And And that’s where if you could give, like, a quick over the shoulder.

Okay. Hey. Start here. Let’s go of this, and then we could build one and then come in because I always find within the build. That’s where the that’s where the hiccups happen for me at least.

Yeah. And we can learn if if yeah. Come tell it. Let’s let’s agree as a team, like, hey, this is what we, you know, we’ll I’ll start it in Slack. Let’s start with this. We’ll build it. We’ll learn from it obviously because we’re gonna learn by doing and and apply this approach and try to automate something.

Maybe look at part of the VOC research, something.

To get to get it so there’s an actual deliverable, because in the end, it’s like either a landing page and add, social media post, but it all hinges on voc research and and formulas. Right? Yeah.

To do that and and we’ll automate it and we’ll use these tools. We’ll use AI plus these tools. Pick which one we wanna use probably It doesn’t matter to me. I’ve I I do know probably we we can use the other ones as well. I suggest we stay clear of this for now because I don’t see any of us using schema for now. It’s just not ready.

And from seeing this right now, like, here, this is The talk right now is, like, your agencies are getting into this and they’re having to work with developers.

I’ve heard a lot about probably, like, like you said, I come from the appsumo world of things where you kinda buy live from the app deals and then you just keep it your toolkit.

Yeah.

So I’ve heard good things. Pabley is sort of the one that gets referenced a lot outside of that.

Yeah. It’s, it’s up and coming too. Yeah. You can do quite a bit with it.

Does it’s all the same though. Right? It’s all it does the same thing Zapier doesn’t. If you can you snag the deal, you’re gonna you’re you’re gonna You’ll save a lot of money too. So, yeah, so let us know if you wanna see with PABley. Sorry. What’s that?

I’d even love to start doing automated form builders too. Now that we saw that.

Automated form builders in what sense, Well, like, so we if we go back to a sales call where Christie had shared her sales, like, when she has a link, she pushes and asks for a survey to be cleaned completed before she actually takes the call.

Like, all of that becomes gold mine too.

If we could automate that in Yeah.

Yeah. For sure.

Hundred percent. And that’s yeah. I agree. And you can use that to create your your one reader and you print it out.

Like, we literally print those out before the before the, like, we we use active campaign for ours and you can you can actually save them as a PDF and, like, that’s a salesperson’s and ask add Joe’s question to the beginning too. Right? You know, what brought you here today? Now you’re sitting in front of the person and now you know the stage of awareness, you know the exact problem they wanna solve, how it makes them feel, the exact outcome they want, and every hesitation they have about moving forward, like, come on.

Well, and then you can use that for social posting as well.

Yeah. Exactly. Now that’s that’s the the the key. Right? It’s it’s so powerful. This stuff works. I’ll do a presentation to show, like, that we have the data to support this.

So because we have, the questions that Christy shared with us. I I pulled together a quick soft from it. If I shared that with you, would we wanna just huddle on, like, hey, what’s the ultimate on, like, the way to closed because if we could automate like you’re saying the way you intake from surveys and, prospecting and interests, and, you know, keep a goldmine of that, and then you can use that a bit of your your VOC, in addition to attracting who you want to attract.

Yeah. If that’s, yeah, as long as yeah. We let’s let’s define the goal. Let’s align up the the the qualification. So the thank you page is qualification survey. She’s using it to to qualify, to go on to the next step, but let’s align that with a formula, some type of framework whether it’s hero’s hero’s journey something, and align the questions to that so that that’s the first step. And then we could use AI to start analyzing that, as well and look for patterns.

For sure. Well If that’s the direction you guys want, absolutely.

Do you wanna do three scenarios of what we’ve talked about? And then we could vote on the ones that we want, the one that we wanna do.

Sure. What what’s the other, do you wanna agree right now the three scenarios? Is there any is there any specific anyone wants to see?

Or I think for me, all I would like is something where I think it’s just helpful if we all have common knowledge of baseline.

So like whenever we’re getting more complex, you can always say to us, okay, let’s go back to that build we did way back when it was our first one. And if we think of it that way, then we can bill. Do you know what I’m saying? It’s like the baseline that and I don’t have enough experience to know what that looks like exactly, but I feel like if you’re able to always reference back to that one and we build complex complexity from there. That might be helpful just for the whole group being on the same page, I guess, while also learning. Does that make sense?

That’s a that’s a good idea. I really like that. Like you said, if you ever get lost, so this won’t work unless this works, so let’s back to the basics on what we’ve been proven and taught. So that makes sense.

Exactly. Yes. Thank you. I appreciate that, Nolan.

Yeah. No worries.

So we all wanna automate and it just and so we we we understand what we can do now. We’ll get more into the into the how the the specifics and then the angle if everyone wants to take there’s different ways we can do it. You wanna focus on sort of the PABly and the make option where it’s not a direct integration, but you can still do the automation stuff. That’s that’s where I see most of it going, to be honest, like this approach.

This is what ninety nine percent of of businesses are gonna do. They’re gonna go this route.

We use Pably and then test it, you know, either through yours or we we buy it because it makes sense?

Sure. Yeah.

We can test it.

We can try it and make as well. I can We can try different versions. I can tell makes a little more user friendly, but it’s the same concept. You just you’re creating your prompts.

Right?

So we’ll the process I can see is, you know, we need to we’ll create our map, you know, what we wanna happen the steps just like we’re doing a sales funnel. And then, we’ll build the assets for each step, so the webhook, the the prompt, and then this will be, a webhook as well. And then just I think once we understand those steps and how it all works, then we can start. We have the basics and we can build on that.

So what model I guess the question what you are asking is what’s the source data? Like, do we wanna do thank you surveys? Do we wanna do incoming new client surveys? Do you wanna do voice of customer, that comes from Kaptera. I think that’s the question you’re asking, Shane, like, what’s the source data that we want? And then the idea would be what what model we apply to it, like the hero journey, the, past the you know, the different framework that you were suggesting?

Yeah. What’s the goal? Like, we can do if you want. So we’re actually working on something as well.

So, what is it, the story brand? So what you can do so I’ll give you an example of something we could do. K? This this will actually be fun. And actually this will actually challenge my team.

My story brand, is to I think it’s my is it my story brand? Yes. I think it’s my story brand. Yeah.

Here it is. So what you can do is just to give you an idea. Okay. So is is everyone familiar with, story brand?

At all?

Yes. Yep.

Okay. So how you can leverage story brands? So this right here is a framework. This is a it’s a formula It doesn’t quite it follows the the same now of the greatest movies of all time.

You know, character starts with a problem, meets a villain, all this problem. You can take this and you can create a formula. So what you can do is you can create a survey that follows this formula says, hey, what’s your problem? Hey, what options have you considered all that good stuff?

Send it to open AI. Open AI organizes it and then sends it to this tool and auto populates all of this for you, and then you just need to print it and send it to the client. So that’s stuff you can do. We’re creating something similar not in using story brand, but like hero’s journey.

But we’d wanna see, like, what’s the ultimate goal? We can automate stuff, but what is it we wanna do with that deliverable or what we’re gonna produce. Right? What do we wanna achieve from it?

I like the hero’s journey just because it is copy hackers.

Sure. Yeah.

We can I’m I’m I’m open to whatever, you know, the input in the the formula is that everyone wants to apply to because then I think where it gets applied to, you can decide.

Is it a landing page? Is it social? Is it a web, you know, etcetera? But I guess Oh, that’s a good point. The data?

Yeah. That’s a good point. And then we can decide to actually, that’s a good point. Because we can decide on the we have the type. We have the framework. We’ll automate collecting it, and then we can do different sessions on how to now what do we do with this?

Yeah.

We can create a landing page, spit draft. I hear I see. That’s a good idea.

I like it.

Does that work for everybody?

Yeah. Yeah. I would personally there’s two areas that I’m interested. So if you wanted to cool the group and see what they were. Like, I love using existing reviews or anything that’s public out there that you can turn into gold.

That’s a thought. And then or that survey, this the survey questions, like, that, Christie gave us that you can use when clients click, you know, to set up a call.

Sure.

Or, you know, if other people help the other ideas of the data source?

If we can use okay. So no extend let’s say you wanted to use Amazon review mining, just the you can use those datasets, but then use sediment to sort of figure out like, put the the negative into the frustrations.

Like, you you can still you take those reviews and you can categorize them yourself and then or you can put everything in and AI is pretty good at that to sort of take all this data, organize it by, you know, promagitate solution. It’ll do that and then that you can work with it. But the the point is to start with that organized, data set, if that makes sense. Yeah.

That’s key.

That’s that’s the ticket. That’s what I found most effective, then it it it loves it because it’s it loves that stuff. It’s, like, it loves forming. It’s like, like, Joe was thinking ahead. Like, the where the industry was going, like, it’s just the It loves formulas. It loves frameworks. You’re just feeding it exactly what it wants.

Get all this fun. So many things, Aye? These are just frameworks, formulas, and you’re just overlaying. That’s literally the process. You’re just using VOC research, and you’re just you’re applying these formulas. It’s all that is.

Yeah. And it’s important that it really just makes sense because it’s just based off proven statistics and data. That’s why it became a formula. That’s why it became a framework. It’s because things worked time and time. Again, it’s just battle tested. You know?

Exactly. Pitch or promise, like, you’re painting a scene, like, that that tells you exactly, you know, everything promise problem, like, proof these are just your your trust, your your point of difference. Oh, there’s something as well where, there’s another survey I’ll I’ll give some ideas. So we’re actually there’s another survey we’re creating. So we wanna find the point of difference benefits.

We’re using it to develop our USB, and a few other things as well and actually have it recommend.

So let me pull it up. We’re gonna have AI recommend this. It it’s not hundred percent right now, but basically to create an avatar from all of the VOC data that we can use for marketing that includes demographic and psychographic data, and then we can use it across Facebook. We can use across Google ads and it’s pretty detailed.

So it starts with, like, identifying. So how this would work is analyze the CRM data and tell us the most profitable service based off revenue. Okay? Then look at those services, under there.

I want you to analyze the average age we already know we got this down right now. It’s twenty five to thirty to thirty five to twenty five to thirty. Okay. Mail, gender, we have all this because of the CRM.

Then we have it the information there, where are they from, where they participate. So you can see how you can start creating some pretty powerful stuff with this. Right? And then you have your hesitations, the outcomes, all this other stuff.

These are just the formulas. Just the formula. And then it could actually recommend some hard offers and and soft offers and you can actually get proof and, your u s p. Right?

It’s not the this you can get all this from survey data. Right? It’s pretty cool.

No. Yeah. This is awesome. For some reason, instantly, it comes to mind, like, russell brunson’s dot com secrets.

Like, when he was formulating how to, like, thrive on his business, he wanted to have, like, a picture of his dream avatar next to his, his computer. And, like, five or ten years later, whatever, after, the click funnels became, you know, super prevalent. He, like, found himself surrounded in a room by literally people that looked like that. That’s true.

Yeah. It’s true. I I believe in that stuff, man.

Like, I I won’t get into the I know it’s getting If you know them to that tee, then, yeah, that you’re gonna attract them eventually, you know?

Yeah.

A hundred percent, man. It’s very true.

Yeah. Even the book during the launch by Jeff Walker, I believe. You know, it’s a proven model too of, you know, launching as well.

Yeah. Everything everything is in some ways a model, that you can see from and so Jeff Walker, he had, launchy dot ai. He basically built, for his process. All of the proms and was selling in on Black Friday. I didn’t I wasn’t it was interested per se, but it’s that idea of you can actually do what he does and and similar to kind of the bot that you were thinking of for copy hackers. He actually put it step by step. So it was all of his process.

Your avatar, you know, your, pre offers, your you know, fresh off your crushing offer, your, like, every single every single step gets, pretty populated.

Bango.

It’s smart. And it it’s all, like, you can’t ask for anything better. Right? And it’s all based off of real data, real voice of customer, real formula is proven, and it just layers upon each other. And then you just do your split testing, and that’s it. And then you can even narrow it down.

Time, you literally just become your your client or your customer, you know. You literally just are them.

Yeah. Yeah. And you can you can use it to the to break it down by stages of awareness. There’s your buckets.

Like, we do that with Google ads. Right? Or we we do I’ll I’ll do a session on this that one of the sites that Jill is talking about. So we call them authority sites.

So an example would be, I think I talked about this Botox. Right? Botox for sweating. And then you have your FAQ, your your origin story, your, your process, which is like how it solves that specific problem, and Just by doing that, your site is targeted to the different stages of awareness because now you have your blog.

So then you you create questions about sweating on your blog, you connect it, you create a dynamic campaign with Google ads. Now you have campaigns driving targeted traffic around a specific persona using real voice of customer targeting each stage of awareness sending it to a funnel that you’re now qualifying and building your list and nurturing based off of data that you you sell. This is powerful. It’s it’s like it’s gets global.

Literally as specific as you can get.

You’re literally in you’re invaded into their mind at that point.

No. And at hundred, you’re literally in the mind of the customer and how you’re leveraging it all to come together. It just, like, it’s mind blowing. And there’s, like, when customers sit down in front of you and they’re, like, or when yeah.

I totally get it. Like, yeah. You get me, man. Like, that’s that’s the biggest thing.

It’s like, or you’re talking to a customer and they’re like, you’re like, yeah. Like, he sounds just like me.

It’s like and then you’re remind me of, like, if you guys seen step brothers, like, hey.

We did we just become best friends? Like, yeah.

You’re you’re literally this is, like, forget, like, what do they call the well, serve the, you know, they, the groups where they sit down and they I forget what they’re called. Anyways, they’re you can get you can do anything with this stuff. I love it. This is, like, this is where I geek out a bit.

It’s insanely fascinating for sure.

Yep. So does that is that helpful? Like, I’ll I’ll put some lists. Yeah. Absolutely. We can start I just wanna emphasize one more time.

Like, the it really hinges on, your dataset, which is your knowledge. It really hinges on formulas. Start with a formula formula formula formula, formula, start with a proven one. It doesn’t matter what it is, but start with something hero’s journey is a really good one.

You can you can use hero’s journey for anything. You can use it for qualifying, add a couple of questions here and there that you if you wanna further qualify by budget and whatnot, but make sure your surveys and make sure the the what you’re using to collect the data tells a story. Right? So align questions with that proven framework.

That’s how it starts. And then everything you build on that moving forward is is gold.

Well, does the group want me to share what I collected from Christie? Like, the questions and the soft that she did for her sales call.

Sure.

Then maybe there’s better questions, or additional questions that help the group from that a starting point because you’re right. Like, you gotta ask the original questions in a way that’s tell the story. And I think Christy did a pretty great job of that when she built the survey.

That’s gold. And then just think think ahead. Do you know what framework she’s using or formula?

I don’t know that she connected it. I I think she just, but it’s a good question for Christie because she took us through that sale like how to land clients.

Maybe that is the extension of, like, evolving what she presented in combination with her and say, like, actually, yeah.

Okay.

Yeah. The next step is like what formula do you put it through? Maybe the hero’s journey so that when you hop on a call, you’re basically telling them everything as a solution and what you do to support based off of what they provided

Your Opportunity in Their New Job

Your Opportunity in Their New Job

Transcript

Hello, everybody. Good day.

Awesome.

Hi, y’all.

Howdy.

Got Stacy back in the house. Nice.

Alright. Welcome. Happy start of week.

Cool. Today, for Coffee School Pro, one, we’re recording this, so that’s always good to know. Two people are still filing in, so feel free to get settled, grab your water, tea, pens, notepads, all the things that you use.

And, yeah, we are talking today about, doing cold outreach ish the right way.

So, obviously not obviously, but for me, a big thing that I like to avoid is cold oatmeal. Oh, oatmeal? Oatmeal. Also cold oatmeal.

Cold outreach.

But now that I mentioned it, let’s talk for a second about cold oatmeal. Oatmeal because, raised on it, disgusting.

But for cold outreach, I typically say do not do cold outreach. However, a lot of people still do. So with that in mind, I don’t care to talk too much about cold email templates or any of that stuff, but rather, if we’re talking about email, we’re talking list, offer, copy, always, always, always. So list is the number one thing there. So today, what I wanted to share is how to use insights into what your ideal prospect is going through, when they’re looking for a solution like yours to actually attract them. So, I’m going to share my screen, and we’ll dive right in, for everybody who is wondering while we’re still sitting here.

Before I share my screen, we do have also the intensive training later today. I just wanna make that clear. Okay. So you already received this worksheet, but here we go. You should be seeing my screen. Let me know if it ends up looking weird because I just went into full view. Okay.

Cool.

What we have identified again and again and again is people reach out to us with budget when they take on a new role. So either they’ve been promoted internally or they’ve taken a new job somewhere else, and that was a promotion for them.

When people take on a new job, they have new excitement around the opportunities.

They have new goals. And usually, they have to prove themselves to a board or just to their boss or both. Right? So they are looking to kill it, and that is a huge opportunity. They typically reach out to us when they’re new VP marketing, new VP growth, new CMO, whatever that might be at all sorts of organizations, and say, hey.

I just joined this team. I have a great big team, but none of them have the skills we need in, and it’s usually, because they’re reaching out to me in copywriting. Right? So there might be other things that they would reach out for as well.

But for us, I’ve we’ve seen again and again that they come to us when they’re in a new role, and they’re looking around going, oh my gosh. I have to get these massive results. I’ve promised them. I know we can do it, but I I don’t think this team is gonna get me there.

They’re thinking about letting a few people go. It’s pretty common when a new leader comes in.

And then they’re thinking, well, we can’t let everybody go. And we’re also gonna need some level of skills, so they look to freelancers.

So they might have certain people that they do let go, and this is just the reality of what businesses are going through that I think a lot of us have seen.

So they’re ready to let go of some people. They don’t wanna kill the culture, though, so they can’t let go of everybody.

And sometimes some copywriters make the cuts. Right, because they’re execution focused. They’re not getting in the way of better strategies, better vision. So a lot of, like, the more, top, manager types end up being let go, which puts more work on the new VP marketing or whatever it is or CMO.

So they are in a moment of great pain because their team isn’t performing well, and they are also looking at things very optimistically, which is a great moment at which to start talking to them. So LinkedIn sales navigator is a tool that I strongly recommend any service provider start using. And this is true if you are also planning on doing coaching depending on what your goal looks like down the road. If you wanna go in and run workshops for organizations, whatever it is, LinkedIn sales navigator is ninety seven dollars a month, and it is worth it.

So in the intensive freelancing, we show the, total addressable market calculator.

This is a much better version of that. They won’t tell you if the market is right for you, but it will give you access to people.

So I have it open in another tab. We can look through it, but I really recommend that you just go in there, start your free trial of, LinkedIn Sales Navigator.

If you’re already on LinkedIn premium for business purposes, then you have to, like, talk to support to actually switch. It’s weird. It’s a whole thing. But don’t worry about it. Just do that.

And the reason that it’s so critical here is, as you can see, over on the side in the navigator itself, this is where you can search for leads or accounts. So we can take a look at that if you would like to, but you can’t break it. So just, like, look around, like, start your trial, and then just look around. But they have recent activities.

And when you’re putting your ICP together, one of the things that I’m hearing from a good number of people in Copy School Pro is, I want them to have a series a, series b, series c, whatever. So this is funding events in the past twelve months. You can also search by that. So in the past twelve months is a big span.

Nonetheless, that’s a really good way to filter it. So what we wanna do is identify a trigger that drives most of your best leads to reach out to you. For me, for our agency slash agencies in the past, we have seen senior leadership changes as that trigger. So for us, it’s like, holy. This is a really great space to start looking, for where we can do cold outreach.

Funding events is also a big deal. It has been for us too, not as much for Boxcar.

That was really driven by, like, oh, no. My team can’t do email.

But when we were doing CH agency, which was, like, general conversion copywriting services on retainer, series b, series c was really common. So you need to do your research to identify when people look for you knowing that the research is, hey. What was going on in your life when you came looking for me? Tada.

Research done. So it’s really just a matter of, like, always being a copywriter, always following the processes and using the same surveys that we tell our clients to use, we use them as well. And when you can do that, you can figure that out. And, of course, it doesn’t have to be a survey because it’s a client, it’s a lead, you’re gonna talk to them on a call.

Then once you identify that trigger, and if you don’t know what it is, it’s probably either senior leadership change or funding event.

Once you’ve done that, go into LinkedIn sales navigator, choose between lead or account. You can do both. You can start searching through. You can see that just up at the top here in these, like, two tabs.

You want to this is the process.

Go through. Take a look. You don’t have to message directly in LinkedIn, and I would say try to avoid messaging directly in LinkedIn because it’s such a nightmare in there. Everybody you’re trying to reach is trying to avoid LinkedIn because there’s so much spam.

So many people are using this very affordable tool to spam the hell out of CMOs all over the place. So what you wanna do instead is save them to a list.

Save the people who come up to a list and then export that list because you are doing targeted cold outreach. You’re not trying to target or trying to, speak to three hundred, five hundred, a thousand people a day. If you were doing that, we’d have to talk about a whole other process for how to email them. But all you wanna do, you can go through.

We can see in this this case alone, there’s fifty six thousand results for, like, a really common, obviously, very common, search. So not the search itself, but, like, one to ten people in the United States, and they’re in financial services. Like, there’s just there’s a lot of companies. Right?

So but we’re not worried about that. You wanna get more narrow with your ICP so that you come up with three hundred and fifty results or something like that. Then you select all, and you save them to a list, and then you export that list or you use tools to have them automatically go to a list as you find new things.

If you were going to do this at massive scale, then you wouldn’t wanna send emails from your own email address.

But if you’re not doing this where you’re you’re not sending three hundred messages a day, you’re not even sending twenty a day. You might send five a day, one day of the week. On the one day, you have, like, two hours set aside to do outreach to your ideal leads.

So you don’t necessarily have to worry as much about, oh, no. I’m gonna look like I’m spamming them. Secondly, if you are worried like, oh, no. Someone’s gonna complain about this because I didn’t ask to reach out to them.

You can use other tools like QuickMail is a good service because it has an unsubscribe link in it. But a a simpler way to go about this is if the company has a contact and I learned this from somebody else. I didn’t know this at all. I learned this from the coaching class I was in.

If somebody has a website with contact us on it, and you can contact you can fill in a form or there’s an email address that handles a lot of one to one email interactions that you might be doing. So that’s like the can spam workaround, is they already have their email address publicly available in some way even if it’s behind a form. Okay? So keep that in mind.

But we’re not going to abuse this. We’re going to narrow our audience down, put them all in a list, export that list, or just go through and, like, one by one, pull their email addresses from sales navigator. I think it’s easier to just export to a list and then use that list to start tracking your contact with them. Send five emails a week or whatever feels right for you.

If you have a VA who can do this and you’re like, I wanna make my VA send this out to them, send emails to these great fits every day. Okay. Just, like, be chill about that because you don’t want to, end up, getting complaints really against your email address. The alternative is that you can, again, set up something like copy hackers dot I o instead of copy hackers dot com.

You send from that email address and they reply to your actual email address. So you send from joe at copy hackers dot io. But the reply to if you’re going through quick mail in particular, the reply to or quick mailer and alternative like it. The reply to is joe at copy hackers dot com so that you’re starting that conversation together with them.

Okay? So the point here is we wanna use LinkedIn sales navigator to take the trigger moment that we know people have that gets them looking for us in our services and then export a nice compact perfect fit little list and start reaching out to them directly.

So we’ve put some emails in here that you can start with. These are not proven templates, but I guarantee most of the templates you’ve used in your life are also not proven templates. This is a good starting point, and I’m gonna walk you through why it is. Keep that subject line boring.

You do not wanna sound like you’re a marketer. So this could be something like, email campaign or something. Right? Very boring.

Not marketing y at all. Then you, of course, want to say how you found this person. I saw you on LinkedIn, and I thought I’d connect by email and introduce myself.

You don’t have to say why. You don’t have to say LinkedIn is full of crap. There’s like, that’s fine. You can talk about that in later conversations, and then get into it.

The reason why. Reason is I optimize emails for businesses like Canva. And here’s what I’ve noticed. When marketers change jobs, they acquire a whole new team, and that team does not always have the email expertise to move the needle.

So these new VPs and CMOs reach out to me. We high five, then I come in and take care of emails so they can work on the five hundred million other things on their new role list. I noticed you just changed jobs, smiley face, winky face.

Congratulations. And, also, what if you let me help? I know we’re just connecting for the first time here, and perhaps your new team is totally slaying email. But if you’ve got fifteen minutes to talk candidly about your email program, I may be able to help you hit your, lead nurturing, conversion, whatever goals this quarter or next. I do this literally all the time. It’s all I do and can share results, case studies, etcetera.

I’m free today and tomorrow morning. Should or could we get a call on the books?

That’s it.

It’s long. It’s not it’s not a little tiny one. Hopefully, you’ve reached out in a good way to the right fit person at a moment that makes sense for them. And because it’s one to one and because you know that they have just changed jobs, you know it’s relevant.

You’re not pretending that you’re old friends. You’re not doing anything weird that a lot of cold emails like to do.

You were just trying to talk to people who actually care about this thing. So there’s that. Then you’ll have a follow-up that does not say follow-up in the subject line, putting something out there for them. Like, I have gone through, your the three emails that y’all send when a trial starts.

Can I fire that your way? Wait for them to reply and say yes so that you actually give that good signal that, yes, there’s a conversation happening here. And if it still doesn’t work, then do another follow-up. Still keeping it boring, still not saying following up.

That’s more about getting them into top of funnel stuff. Hopefully, they say yes, at this point, but that’s the whole idea. Start with some trigger, a real reason for you to be in their lives right now. You’re going to make their lives easier.

And because you’ve got examples to show, you’re gonna make them look better as well.

Okay. That’s what we wanna do. Any questions? Any thoughts? Any concerns? Can you believe I’m actually talking about reaching out cold?

I can’t. But it it’s it’s good. It’s a good thing. Sales navigator is good, and it’s fantastic that there’s this great way to, find people who are ready for you.

Thoughts?

Concerns?

Ready to go?

See any value in it? What are you gonna do?

Does anybody use Sales Navigator before?

Okay. So what do you think when you see it?

Nothing?

It’s not a solution worth it?

No. I like I like that there’s the insider info on a change. I didn’t I had no idea you could find that kind of information. I’m not surprised, I guess.

But, so I like that you’re coming in at a really important pain point in all likelihood, so that’s really exciting as compared to, frankly, all the other cold emailing that I’ve participated in. So I think it’s definitely worth it. And I will give it a try. I’ll commit to doing it in the next like, this week and next week and report back what happens.

Cool. Good. Awesome. Fantastic.

Thanks, Jessica. Anybody else?

Maybe you’re too inundated with leads as it is.

You’re like, I don’t need that. I don’t need the hassle of more people who wanna pay me.

Alright. Well, take it. Work with it. Use it. If you don’t have leads or the leads aren’t as good as you want them to be and you’re like, what should I do?

I will point you to this lesson. So use this. Go do this. Cool? Alright. Let us open the floor to any questions you may have today.

As always, please preface it with a win. It can be a win of any kind.

That’s cool. Let’s focus on wins, and then we can solve problems as well.

Anybody have anything you wanna bring up today in workshop or get help?

Jessica, go ahead.

Is it alright if I ask a question about standardized project measuring? Okay. So I after going through the standardized project and the retainer and then kind of, like, a lot of things, the page where I’m sitting there going, I don’t know. Maybe I’m overthinking it.

But you know this page where you’re talking Yes. About at each step, like, okay. So what are you measuring and that you and the client? Okay.

So where I’m the audit is where I’m sitting there going, wait. So how does this work with an audit? So for example, I’m, step one okay. So the, turning a list of recently acquired seasonal sale customers into So if I’m starting that off with an audit, and the first stage of that audit is let’s look at the last five to seven holiday seasonal campaigns.

Whatever the structure is of them, let’s audit through those and look at where people drop off, the the structure of the campaign, all the things. So that’s, like, step one.

And then I’m and then it says, so how can I easily agree to measure step one?

And I’m like, how am I measuring step one if I’m auditing their campaigns and looking at the behaviors of the of the leads and customers, and then just wanna get a sense of how they run their campaigns.

Yeah.

I I don’t know.

I’m struggling to figure out what I agree with the clients on how to what are we measuring in that part. You know what I mean? Okay.

So this for your standardized offer, you have on that worksheet, you have where it says step one, you have audit, which is the whole project. No.

No.

So no. So I just wanted to back up to that.

Big umbrella big umbrella standardized is audit. But then step one is actually, like, mapping out their last five to seven campaigns and kinda seeing how they’re structured and what was kind of the behaviors you know, major data points across, I guess.

Yep. Okay. So you need to figure out how to measure that?

Well, yeah, when it’s on the sheet, when it’s talking about how you and the clients will measure that step Mhmm.

I’m just kinda sitting there going, how are we measuring me looking at their campaigns?

What are you looking for is really the thing. Because what we’re trying to do is get to a place where we can say, once you go on retainer, you are going to be optimizing based on what came out of this audit. So what do you optimize? You optimize for, like, a number.

What’s the number? Is the number related to leads, or is the number related to money? So in this case or is it both, or is it none, which is important? And I mentioned that in that lesson.

Right? Because if if your process is research and discovery, writing, writing, writing, and editing, and then, experimentation, the measurement doesn’t happen in the first part. You’re not gonna measure leads or, money out of research and discovery, so you wouldn’t check anything off. So in this case, you might say nothing, but I would say it’s probably both.

So, with a greater focus on the revenue or the money generated because that’s what you’re working with. So you are auditing this. You’re mapping it out. Right?

So there’s five to seven email campaigns that you map out to look for opportunities, etcetera. What are the opportunities around? Are they around, here’s how you can get more people through, like, reducing unsubscribe, so that would be the leads metric, or are you doing this around getting more people to buy or both. Right?

So for me, I’d probably check off both and say we’re gonna in the mapping, I’m gonna look at where people drop off and, and how where the money is or isn’t happening.

And I think your client would expect the same, I would imagine. This is what we’re really trying to do is make sure the client understands that this is a valuable part of it, which is why research and discovery is so hard to sell clients on because they’re like, well, there’s no money attached to it. There’s no leads attached to it when it’s all that it’s for. It’s those things. Right? But it’s hard to get the client to buy in, so you have to make sure that whatever you’re measuring it by the client agrees, that is a valuable thing.

Does that make sense?

Yes.

Yeah. Okay.

Do you agree that it could be leads and money, or what are you thinking?

No. That makes I was gonna say I think it is both. So, yes, that makes total sense.

I think so this is where, again, I look at the standardized project versus the next step, the actual automation or optimization, because some of it would be opportunities in future seasonal sale campaigns. Right? Like Sure. Being able to create a second mini campaign within the holiday sale itself, that’s technically during.

You know? Yeah. But on the other hand, optimizing a welcome sequence or creating one or whatever that you know, whatever. That’s a whole separate thing, but that’s post seasonal sale or at least purchase.

Totally. So, that’s where I just I don’t know.

With all the different parts, I get into my head too much, so I appreciate the clarity.

Yes. Okay. Cool. And just know that, like, exactly what you’re doing almost exactly what you’re doing is how Voxcar started with Glowforge. Glowforge came in for fifth like, a fifty thousand dollar audit of their existing emails, and that then produced ongoing retainer work out of that to optimize at I think it was twenty five a month.

So it’s the same thing. It’s exactly the same thing as what you’re talking about. They didn’t have really good automation sculling. They were just, like, firing away at people, like, buy it on discount. It’s president’s day. It’s boxing day. It’s it’s it’s it’s.

So, yeah, so what you’re doing is right. You are on the right track, I would say. Okay. You’re just your yours is just differently positioned because it’s about seasonal.

Okay. Alright. Cool. Thank you so much.

Awesome. Yay. Cool. Anybody else? We’re good.

I have a quick question.

Yeah.

You’ve mentioned, many times email life cycle and the opportunity there. Is there any kind of a, sort of a mind map or or overview or something of, like, all the different aspects of email life cycle?

Oh, dear god.

That’s actually exactly what, my friend Tara, who’s CMO at Bitly and has brought us in for it, but it’s really just some subcontractors I have. And then I meet with Tara, to talk about it. That’s what she wants. She’s like, snow for the rest because it’s an ongoing forever engagement.

I don’t think it’ll ever end. And she wants exactly that. Like, is there a map so that we can put, like, an overlay on it and say we’ve got these ones, but we need these ones. And this is old version.

We need new version.

It’s a desired thing. I haven’t seen it.

She just asked for it, like, ten days ago, and I brought it to the people, the subcontractors that I have on this, and they left. They thought that was hilarious to map out this entire thing, but that’s our objective stuff this. And then you zoom in, and it’ll that’s like this little thing is actually a huge thing too.

Are you working with the Yeah.

I started mapping it out because I’m adding a whole bunch of email functionality to my software.

And so that’s what I was looking for was a was a map. So I I mean, I’m building something that Good.

You know, maybe we can we can, you know Yeah.

Collaborate and communicate around that.

Totally.

Hundred percent. Yeah. Yeah. No. It’s a desirable thing. Definitely. Yeah. Cool.

Okay. Anybody else? Caroline, how’s business? What’s going on with you?

I feel stuck.

Okay. Good. What’s up?

I don’t really know what to do.

And that’s is that because of the tension between your background as a designer and your interest in copy, or what where what’s the stuff if you wanna share it?

And then add in, to that, I would add in limited experience.

Okay. So I’m struggling to find to land on my one thing.

Okay. Where are you hovering right now? What feels like maybe?

I don’t, I was entertaining landing pages.

Yeah. Good.

And then, had a conversation with someone who suggested I look at pricing pages.

Okay.

Yeah. I don’t know. I really don’t know.

Yeah.

I think landing pages. Agreed. If you’re entertaining that, right, if you’re like, just someone point me in the direction, which sometimes I just like that. I’m like, someone just tell me exactly what to do, and I’ll at least try doing that thing.

So if you’re looking for that, landing pages are great to standardize, and they are great to optimize as well. So it makes for a good, project plus retainer.

So you could start there. Now there are a great variety of landing pages, which is good because if you start as, like, I’m the landing page person, which others have tried to do, and then they give up on it. And I don’t think they give up on it because the opportunity isn’t there. It’s there.

I think they give up on it because they give up on it. And, you know, people do that. They just, like, swap in and out, and try a bunch of other things.

I do have some specific questions around landing pages. So, you know, the big question is who is gonna pay ten k for for a landing page? So is it, you know, what should I be looking for in an ideal client?

People who are spending a lot of money on ads will pay a lot of money to optimize their landing page.

And I would say probably landing pages. So Mhmm. People who are doing that, if they’re driving, a lot of businesses still drive ads to their home page.

What?

So you can go and I forget. What’s the direct URL to use? Does anybody know maybe you know Nicole for finding Facebook ads for brands.

It’s like facebook dot com slash ads slash Just Google Facebook Ad Explorer.

And Is that all it is?

If you if you Google it, I because they change it.

It They do. Because I had it bookmarked, and then it didn’t work anymore. And I was like, this is annoying.

But it’s good. So you can go and see. I mean, there’s lots of insights into people who are spending. I think even LinkedIn sales navigator is another good place to go.

But you can you can strongly hypothesize that if they’re using Facebook ads. So go find the ad explorer like Stacy just said.

Search the brand and use LinkedIn sales navigator. So start with sales navigator. Say this is the size of company I’m looking for. This is the industry I wanna work in.

Get a shortlist there and then go over to Facebook to the ads, see what ads they’re using. If they don’t have any going right now thank you so much, Nicole. If they don’t have any going right now, they’re probably not a good fit. Move on and just keep searching different ones.

But if they have a history of ads always on, then you can see, well, where are they landing them? Some just use the built in. So you’ll have to just go through and do that work. But if they’re spending money on ads, then it’s very likely that they care about where they’re landing people, and that is your opportunity.

And that’s where you can start reaching out and having targeted cold, outreach. That’s or even warm. If you if you are already connected on LinkedIn, then you can say we’re connected on LinkedIn, but I wanted to bring the conversation over here because I wanted to talk to you about your landing page.

And that I would go with that and, like, stick with it. It is a good opportunity. You already know all about design and copywriting. So for you to sell that should be pretty straightforward stuff.

And I know the number ten thousand keeps throwing people, but it’s, like, a very common budget. Like, there’s not a lot of people who are putting budgets together and putting two thousand dollars as a line item. Like, they’re they people have budget. Like, there’s money out there.

Some don’t, but that’s okay. Then you move on to the next one who can afford you. Someone else can afford you at ten thousand easily. And then when you get results, it’s it’s like honest, it’s a no brainer. So if that if it throws you, just just I think just suspend disbelief and go, well, if it doesn’t work, I’ll go get mad at Joe in my next session. I’ll take it. I’ll take it, and we’ll talk.

Do you do you recommend that I get very familiar with Facebook ads or Google Ads?

You don’t have to I mean, yes. So if you’re like, okay. They’re gonna drive ads to a landing page, then I need to be able to talk about that experience because they’ll probably be like, oh, that landing page is working great. Can you also work on ads for us? And you’ll have to know if your standardized offer is ads plus landing page Mhmm. Or not.

But usually, they have a whole team doing ads or they have, like, a freelancer that they’re already working with who is just, like, chugging out just a bunch of ad copy, or they’re just using AI for it. So what you I would say you would need to know is the mechanics of ads so that you understand the process, but you don’t have to work on the ads.

Okay. Yeah. So you’ll want the mechanics of ads. You’ll also wanna understand the mechanics of emails, like, what happens after they become a lead.

So but that doesn’t mean you have to know. You just have to be able to, like, talk a good game, which is really just put a cheat sheet of terms together. And just, like, have it on your screen. Like, what’s the ROAS on that? And then you wait and see.

That’s really I mean, I’m joking, but I would you don’t have to know everything. You just have to start going down that path because you are the landing page expert at that point.

Okay.

Yeah.

I would try to go can that you can use too if you’re one once you figure out what your, what your, you know, sort of niches are that you wanna target or if you have a certain type of company.

Use a separate browser like Chrome Canary or something, and just go in there and search, like, buying intent or hiring intent terms on Google for those types of companies.

Click through to their landing pages, and you’ll just get cookie with all of the the companies that, you know, that are in your market. And the if you just see who’s retargeting you and all the kinds of things, you’re gonna just get ads only from potential clients.

Interesting. Just keep that as a a separate, a separate browser. Don’t you know? Okay. Apart from what you’re what you use as your regular browser. And to to make sure it’s clean, you know, either if you normally use Safari, use Chrome. If you normally use Chrome, get Chrome Canary or get Opera or whatever the case may be, but just something entirely separate and use it only for that purpose.

Thank you. That’s a neat little trick.

Mhmm. Oh, and Abby has one. They have thousands of likes on their attic. It’s a sign they put some money into it. Yeah. Cool. Nice.

Nice. How are you feeling about that? I know it’s a really quick conversation, but how are you feeling, Caroline?

Better.

Okay. Good. What’s your next what action are you gonna take?

What are you gonna do to start feeling even better?

Good question.

I need to think about that.

Okay.

So, yeah, try to work through if I were you, my next step would be just go on LinkedIn sales navigator, play around with, what kind of company would I like to work with? And, like, here’s how many people were just, like, start playing with it, and then open the Facebook ads library as well. And just start making a short list of people that you could reach out to. That’s it’s tactical.

You can do it without much guessing. You get feedback throughout because the tool will tell you things. So it’s better than just, like, staring at a page or anything that can feel like I’m in this alone. I’m doing this alone.

Also because you’re not, then we can talk about things. Okay? Okay.

Alright.

Cool. Can use this, the segments report in Sassy too to give you some ideas, Caroline.

Oh, okay. Nice. Thanks. We’ll need a walk through of Sassy at some point, Stacy.

It’s pretty awesome. Nice.

Okay. I will.

Okay. Fun. Awesome.

Excellent. Alright. Anything else, anybody, or should we wrap up?

Got the intensive freelancing happening in a couple hours. We’ll be talking about sales funnels there. So I think that’ll be relevant for you, Caroline.

Yeah. Cool.

Alright. Great. Good stuff.

Thank you.

Thanks, everybody. We’ll see you soon. Have a good one. Bye.

Transcript

Hello, everybody. Good day.

Awesome.

Hi, y’all.

Howdy.

Got Stacy back in the house. Nice.

Alright. Welcome. Happy start of week.

Cool. Today, for Coffee School Pro, one, we’re recording this, so that’s always good to know. Two people are still filing in, so feel free to get settled, grab your water, tea, pens, notepads, all the things that you use.

And, yeah, we are talking today about, doing cold outreach ish the right way.

So, obviously not obviously, but for me, a big thing that I like to avoid is cold oatmeal. Oh, oatmeal? Oatmeal. Also cold oatmeal.

Cold outreach.

But now that I mentioned it, let’s talk for a second about cold oatmeal. Oatmeal because, raised on it, disgusting.

But for cold outreach, I typically say do not do cold outreach. However, a lot of people still do. So with that in mind, I don’t care to talk too much about cold email templates or any of that stuff, but rather, if we’re talking about email, we’re talking list, offer, copy, always, always, always. So list is the number one thing there. So today, what I wanted to share is how to use insights into what your ideal prospect is going through, when they’re looking for a solution like yours to actually attract them. So, I’m going to share my screen, and we’ll dive right in, for everybody who is wondering while we’re still sitting here.

Before I share my screen, we do have also the intensive training later today. I just wanna make that clear. Okay. So you already received this worksheet, but here we go. You should be seeing my screen. Let me know if it ends up looking weird because I just went into full view. Okay.

Cool.

What we have identified again and again and again is people reach out to us with budget when they take on a new role. So either they’ve been promoted internally or they’ve taken a new job somewhere else, and that was a promotion for them.

When people take on a new job, they have new excitement around the opportunities.

They have new goals. And usually, they have to prove themselves to a board or just to their boss or both. Right? So they are looking to kill it, and that is a huge opportunity. They typically reach out to us when they’re new VP marketing, new VP growth, new CMO, whatever that might be at all sorts of organizations, and say, hey.

I just joined this team. I have a great big team, but none of them have the skills we need in, and it’s usually, because they’re reaching out to me in copywriting. Right? So there might be other things that they would reach out for as well.

But for us, I’ve we’ve seen again and again that they come to us when they’re in a new role, and they’re looking around going, oh my gosh. I have to get these massive results. I’ve promised them. I know we can do it, but I I don’t think this team is gonna get me there.

They’re thinking about letting a few people go. It’s pretty common when a new leader comes in.

And then they’re thinking, well, we can’t let everybody go. And we’re also gonna need some level of skills, so they look to freelancers.

So they might have certain people that they do let go, and this is just the reality of what businesses are going through that I think a lot of us have seen.

So they’re ready to let go of some people. They don’t wanna kill the culture, though, so they can’t let go of everybody.

And sometimes some copywriters make the cuts. Right, because they’re execution focused. They’re not getting in the way of better strategies, better vision. So a lot of, like, the more, top, manager types end up being let go, which puts more work on the new VP marketing or whatever it is or CMO.

So they are in a moment of great pain because their team isn’t performing well, and they are also looking at things very optimistically, which is a great moment at which to start talking to them. So LinkedIn sales navigator is a tool that I strongly recommend any service provider start using. And this is true if you are also planning on doing coaching depending on what your goal looks like down the road. If you wanna go in and run workshops for organizations, whatever it is, LinkedIn sales navigator is ninety seven dollars a month, and it is worth it.

So in the intensive freelancing, we show the, total addressable market calculator.

This is a much better version of that. They won’t tell you if the market is right for you, but it will give you access to people.

So I have it open in another tab. We can look through it, but I really recommend that you just go in there, start your free trial of, LinkedIn Sales Navigator.

If you’re already on LinkedIn premium for business purposes, then you have to, like, talk to support to actually switch. It’s weird. It’s a whole thing. But don’t worry about it. Just do that.

And the reason that it’s so critical here is, as you can see, over on the side in the navigator itself, this is where you can search for leads or accounts. So we can take a look at that if you would like to, but you can’t break it. So just, like, look around, like, start your trial, and then just look around. But they have recent activities.

And when you’re putting your ICP together, one of the things that I’m hearing from a good number of people in Copy School Pro is, I want them to have a series a, series b, series c, whatever. So this is funding events in the past twelve months. You can also search by that. So in the past twelve months is a big span.

Nonetheless, that’s a really good way to filter it. So what we wanna do is identify a trigger that drives most of your best leads to reach out to you. For me, for our agency slash agencies in the past, we have seen senior leadership changes as that trigger. So for us, it’s like, holy. This is a really great space to start looking, for where we can do cold outreach.

Funding events is also a big deal. It has been for us too, not as much for Boxcar.

That was really driven by, like, oh, no. My team can’t do email.

But when we were doing CH agency, which was, like, general conversion copywriting services on retainer, series b, series c was really common. So you need to do your research to identify when people look for you knowing that the research is, hey. What was going on in your life when you came looking for me? Tada.

Research done. So it’s really just a matter of, like, always being a copywriter, always following the processes and using the same surveys that we tell our clients to use, we use them as well. And when you can do that, you can figure that out. And, of course, it doesn’t have to be a survey because it’s a client, it’s a lead, you’re gonna talk to them on a call.

Then once you identify that trigger, and if you don’t know what it is, it’s probably either senior leadership change or funding event.

Once you’ve done that, go into LinkedIn sales navigator, choose between lead or account. You can do both. You can start searching through. You can see that just up at the top here in these, like, two tabs.

You want to this is the process.

Go through. Take a look. You don’t have to message directly in LinkedIn, and I would say try to avoid messaging directly in LinkedIn because it’s such a nightmare in there. Everybody you’re trying to reach is trying to avoid LinkedIn because there’s so much spam.

So many people are using this very affordable tool to spam the hell out of CMOs all over the place. So what you wanna do instead is save them to a list.

Save the people who come up to a list and then export that list because you are doing targeted cold outreach. You’re not trying to target or trying to, speak to three hundred, five hundred, a thousand people a day. If you were doing that, we’d have to talk about a whole other process for how to email them. But all you wanna do, you can go through.

We can see in this this case alone, there’s fifty six thousand results for, like, a really common, obviously, very common, search. So not the search itself, but, like, one to ten people in the United States, and they’re in financial services. Like, there’s just there’s a lot of companies. Right?

So but we’re not worried about that. You wanna get more narrow with your ICP so that you come up with three hundred and fifty results or something like that. Then you select all, and you save them to a list, and then you export that list or you use tools to have them automatically go to a list as you find new things.

If you were going to do this at massive scale, then you wouldn’t wanna send emails from your own email address.

But if you’re not doing this where you’re you’re not sending three hundred messages a day, you’re not even sending twenty a day. You might send five a day, one day of the week. On the one day, you have, like, two hours set aside to do outreach to your ideal leads.

So you don’t necessarily have to worry as much about, oh, no. I’m gonna look like I’m spamming them. Secondly, if you are worried like, oh, no. Someone’s gonna complain about this because I didn’t ask to reach out to them.

You can use other tools like QuickMail is a good service because it has an unsubscribe link in it. But a a simpler way to go about this is if the company has a contact and I learned this from somebody else. I didn’t know this at all. I learned this from the coaching class I was in.

If somebody has a website with contact us on it, and you can contact you can fill in a form or there’s an email address that handles a lot of one to one email interactions that you might be doing. So that’s like the can spam workaround, is they already have their email address publicly available in some way even if it’s behind a form. Okay? So keep that in mind.

But we’re not going to abuse this. We’re going to narrow our audience down, put them all in a list, export that list, or just go through and, like, one by one, pull their email addresses from sales navigator. I think it’s easier to just export to a list and then use that list to start tracking your contact with them. Send five emails a week or whatever feels right for you.

If you have a VA who can do this and you’re like, I wanna make my VA send this out to them, send emails to these great fits every day. Okay. Just, like, be chill about that because you don’t want to, end up, getting complaints really against your email address. The alternative is that you can, again, set up something like copy hackers dot I o instead of copy hackers dot com.

You send from that email address and they reply to your actual email address. So you send from joe at copy hackers dot io. But the reply to if you’re going through quick mail in particular, the reply to or quick mailer and alternative like it. The reply to is joe at copy hackers dot com so that you’re starting that conversation together with them.

Okay? So the point here is we wanna use LinkedIn sales navigator to take the trigger moment that we know people have that gets them looking for us in our services and then export a nice compact perfect fit little list and start reaching out to them directly.

So we’ve put some emails in here that you can start with. These are not proven templates, but I guarantee most of the templates you’ve used in your life are also not proven templates. This is a good starting point, and I’m gonna walk you through why it is. Keep that subject line boring.

You do not wanna sound like you’re a marketer. So this could be something like, email campaign or something. Right? Very boring.

Not marketing y at all. Then you, of course, want to say how you found this person. I saw you on LinkedIn, and I thought I’d connect by email and introduce myself.

You don’t have to say why. You don’t have to say LinkedIn is full of crap. There’s like, that’s fine. You can talk about that in later conversations, and then get into it.

The reason why. Reason is I optimize emails for businesses like Canva. And here’s what I’ve noticed. When marketers change jobs, they acquire a whole new team, and that team does not always have the email expertise to move the needle.

So these new VPs and CMOs reach out to me. We high five, then I come in and take care of emails so they can work on the five hundred million other things on their new role list. I noticed you just changed jobs, smiley face, winky face.

Congratulations. And, also, what if you let me help? I know we’re just connecting for the first time here, and perhaps your new team is totally slaying email. But if you’ve got fifteen minutes to talk candidly about your email program, I may be able to help you hit your, lead nurturing, conversion, whatever goals this quarter or next. I do this literally all the time. It’s all I do and can share results, case studies, etcetera.

I’m free today and tomorrow morning. Should or could we get a call on the books?

That’s it.

It’s long. It’s not it’s not a little tiny one. Hopefully, you’ve reached out in a good way to the right fit person at a moment that makes sense for them. And because it’s one to one and because you know that they have just changed jobs, you know it’s relevant.

You’re not pretending that you’re old friends. You’re not doing anything weird that a lot of cold emails like to do.

You were just trying to talk to people who actually care about this thing. So there’s that. Then you’ll have a follow-up that does not say follow-up in the subject line, putting something out there for them. Like, I have gone through, your the three emails that y’all send when a trial starts.

Can I fire that your way? Wait for them to reply and say yes so that you actually give that good signal that, yes, there’s a conversation happening here. And if it still doesn’t work, then do another follow-up. Still keeping it boring, still not saying following up.

That’s more about getting them into top of funnel stuff. Hopefully, they say yes, at this point, but that’s the whole idea. Start with some trigger, a real reason for you to be in their lives right now. You’re going to make their lives easier.

And because you’ve got examples to show, you’re gonna make them look better as well.

Okay. That’s what we wanna do. Any questions? Any thoughts? Any concerns? Can you believe I’m actually talking about reaching out cold?

I can’t. But it it’s it’s good. It’s a good thing. Sales navigator is good, and it’s fantastic that there’s this great way to, find people who are ready for you.

Thoughts?

Concerns?

Ready to go?

See any value in it? What are you gonna do?

Does anybody use Sales Navigator before?

Okay. So what do you think when you see it?

Nothing?

It’s not a solution worth it?

No. I like I like that there’s the insider info on a change. I didn’t I had no idea you could find that kind of information. I’m not surprised, I guess.

But, so I like that you’re coming in at a really important pain point in all likelihood, so that’s really exciting as compared to, frankly, all the other cold emailing that I’ve participated in. So I think it’s definitely worth it. And I will give it a try. I’ll commit to doing it in the next like, this week and next week and report back what happens.

Cool. Good. Awesome. Fantastic.

Thanks, Jessica. Anybody else?

Maybe you’re too inundated with leads as it is.

You’re like, I don’t need that. I don’t need the hassle of more people who wanna pay me.

Alright. Well, take it. Work with it. Use it. If you don’t have leads or the leads aren’t as good as you want them to be and you’re like, what should I do?

I will point you to this lesson. So use this. Go do this. Cool? Alright. Let us open the floor to any questions you may have today.

As always, please preface it with a win. It can be a win of any kind.

That’s cool. Let’s focus on wins, and then we can solve problems as well.

Anybody have anything you wanna bring up today in workshop or get help?

Jessica, go ahead.

Is it alright if I ask a question about standardized project measuring? Okay. So I after going through the standardized project and the retainer and then kind of, like, a lot of things, the page where I’m sitting there going, I don’t know. Maybe I’m overthinking it.

But you know this page where you’re talking Yes. About at each step, like, okay. So what are you measuring and that you and the client? Okay.

So where I’m the audit is where I’m sitting there going, wait. So how does this work with an audit? So for example, I’m, step one okay. So the, turning a list of recently acquired seasonal sale customers into So if I’m starting that off with an audit, and the first stage of that audit is let’s look at the last five to seven holiday seasonal campaigns.

Whatever the structure is of them, let’s audit through those and look at where people drop off, the the structure of the campaign, all the things. So that’s, like, step one.

And then I’m and then it says, so how can I easily agree to measure step one?

And I’m like, how am I measuring step one if I’m auditing their campaigns and looking at the behaviors of the of the leads and customers, and then just wanna get a sense of how they run their campaigns.

Yeah.

I I don’t know.

I’m struggling to figure out what I agree with the clients on how to what are we measuring in that part. You know what I mean? Okay.

So this for your standardized offer, you have on that worksheet, you have where it says step one, you have audit, which is the whole project. No.

No.

So no. So I just wanted to back up to that.

Big umbrella big umbrella standardized is audit. But then step one is actually, like, mapping out their last five to seven campaigns and kinda seeing how they’re structured and what was kind of the behaviors you know, major data points across, I guess.

Yep. Okay. So you need to figure out how to measure that?

Well, yeah, when it’s on the sheet, when it’s talking about how you and the clients will measure that step Mhmm.

I’m just kinda sitting there going, how are we measuring me looking at their campaigns?

What are you looking for is really the thing. Because what we’re trying to do is get to a place where we can say, once you go on retainer, you are going to be optimizing based on what came out of this audit. So what do you optimize? You optimize for, like, a number.

What’s the number? Is the number related to leads, or is the number related to money? So in this case or is it both, or is it none, which is important? And I mentioned that in that lesson.

Right? Because if if your process is research and discovery, writing, writing, writing, and editing, and then, experimentation, the measurement doesn’t happen in the first part. You’re not gonna measure leads or, money out of research and discovery, so you wouldn’t check anything off. So in this case, you might say nothing, but I would say it’s probably both.

So, with a greater focus on the revenue or the money generated because that’s what you’re working with. So you are auditing this. You’re mapping it out. Right?

So there’s five to seven email campaigns that you map out to look for opportunities, etcetera. What are the opportunities around? Are they around, here’s how you can get more people through, like, reducing unsubscribe, so that would be the leads metric, or are you doing this around getting more people to buy or both. Right?

So for me, I’d probably check off both and say we’re gonna in the mapping, I’m gonna look at where people drop off and, and how where the money is or isn’t happening.

And I think your client would expect the same, I would imagine. This is what we’re really trying to do is make sure the client understands that this is a valuable part of it, which is why research and discovery is so hard to sell clients on because they’re like, well, there’s no money attached to it. There’s no leads attached to it when it’s all that it’s for. It’s those things. Right? But it’s hard to get the client to buy in, so you have to make sure that whatever you’re measuring it by the client agrees, that is a valuable thing.

Does that make sense?

Yes.

Yeah. Okay.

Do you agree that it could be leads and money, or what are you thinking?

No. That makes I was gonna say I think it is both. So, yes, that makes total sense.

I think so this is where, again, I look at the standardized project versus the next step, the actual automation or optimization, because some of it would be opportunities in future seasonal sale campaigns. Right? Like Sure. Being able to create a second mini campaign within the holiday sale itself, that’s technically during.

You know? Yeah. But on the other hand, optimizing a welcome sequence or creating one or whatever that you know, whatever. That’s a whole separate thing, but that’s post seasonal sale or at least purchase.

Totally. So, that’s where I just I don’t know.

With all the different parts, I get into my head too much, so I appreciate the clarity.

Yes. Okay. Cool. And just know that, like, exactly what you’re doing almost exactly what you’re doing is how Voxcar started with Glowforge. Glowforge came in for fifth like, a fifty thousand dollar audit of their existing emails, and that then produced ongoing retainer work out of that to optimize at I think it was twenty five a month.

So it’s the same thing. It’s exactly the same thing as what you’re talking about. They didn’t have really good automation sculling. They were just, like, firing away at people, like, buy it on discount. It’s president’s day. It’s boxing day. It’s it’s it’s it’s.

So, yeah, so what you’re doing is right. You are on the right track, I would say. Okay. You’re just your yours is just differently positioned because it’s about seasonal.

Okay. Alright. Cool. Thank you so much.

Awesome. Yay. Cool. Anybody else? We’re good.

I have a quick question.

Yeah.

You’ve mentioned, many times email life cycle and the opportunity there. Is there any kind of a, sort of a mind map or or overview or something of, like, all the different aspects of email life cycle?

Oh, dear god.

That’s actually exactly what, my friend Tara, who’s CMO at Bitly and has brought us in for it, but it’s really just some subcontractors I have. And then I meet with Tara, to talk about it. That’s what she wants. She’s like, snow for the rest because it’s an ongoing forever engagement.

I don’t think it’ll ever end. And she wants exactly that. Like, is there a map so that we can put, like, an overlay on it and say we’ve got these ones, but we need these ones. And this is old version.

We need new version.

It’s a desired thing. I haven’t seen it.

She just asked for it, like, ten days ago, and I brought it to the people, the subcontractors that I have on this, and they left. They thought that was hilarious to map out this entire thing, but that’s our objective stuff this. And then you zoom in, and it’ll that’s like this little thing is actually a huge thing too.

Are you working with the Yeah.

I started mapping it out because I’m adding a whole bunch of email functionality to my software.

And so that’s what I was looking for was a was a map. So I I mean, I’m building something that Good.

You know, maybe we can we can, you know Yeah.

Collaborate and communicate around that.

Totally.

Hundred percent. Yeah. Yeah. No. It’s a desirable thing. Definitely. Yeah. Cool.

Okay. Anybody else? Caroline, how’s business? What’s going on with you?

I feel stuck.

Okay. Good. What’s up?

I don’t really know what to do.

And that’s is that because of the tension between your background as a designer and your interest in copy, or what where what’s the stuff if you wanna share it?

And then add in, to that, I would add in limited experience.

Okay. So I’m struggling to find to land on my one thing.

Okay. Where are you hovering right now? What feels like maybe?

I don’t, I was entertaining landing pages.

Yeah. Good.

And then, had a conversation with someone who suggested I look at pricing pages.

Okay.

Yeah. I don’t know. I really don’t know.

Yeah.

I think landing pages. Agreed. If you’re entertaining that, right, if you’re like, just someone point me in the direction, which sometimes I just like that. I’m like, someone just tell me exactly what to do, and I’ll at least try doing that thing.

So if you’re looking for that, landing pages are great to standardize, and they are great to optimize as well. So it makes for a good, project plus retainer.

So you could start there. Now there are a great variety of landing pages, which is good because if you start as, like, I’m the landing page person, which others have tried to do, and then they give up on it. And I don’t think they give up on it because the opportunity isn’t there. It’s there.

I think they give up on it because they give up on it. And, you know, people do that. They just, like, swap in and out, and try a bunch of other things.

I do have some specific questions around landing pages. So, you know, the big question is who is gonna pay ten k for for a landing page? So is it, you know, what should I be looking for in an ideal client?

People who are spending a lot of money on ads will pay a lot of money to optimize their landing page.

And I would say probably landing pages. So Mhmm. People who are doing that, if they’re driving, a lot of businesses still drive ads to their home page.

What?

So you can go and I forget. What’s the direct URL to use? Does anybody know maybe you know Nicole for finding Facebook ads for brands.

It’s like facebook dot com slash ads slash Just Google Facebook Ad Explorer.

And Is that all it is?

If you if you Google it, I because they change it.

It They do. Because I had it bookmarked, and then it didn’t work anymore. And I was like, this is annoying.

But it’s good. So you can go and see. I mean, there’s lots of insights into people who are spending. I think even LinkedIn sales navigator is another good place to go.

But you can you can strongly hypothesize that if they’re using Facebook ads. So go find the ad explorer like Stacy just said.

Search the brand and use LinkedIn sales navigator. So start with sales navigator. Say this is the size of company I’m looking for. This is the industry I wanna work in.

Get a shortlist there and then go over to Facebook to the ads, see what ads they’re using. If they don’t have any going right now thank you so much, Nicole. If they don’t have any going right now, they’re probably not a good fit. Move on and just keep searching different ones.

But if they have a history of ads always on, then you can see, well, where are they landing them? Some just use the built in. So you’ll have to just go through and do that work. But if they’re spending money on ads, then it’s very likely that they care about where they’re landing people, and that is your opportunity.

And that’s where you can start reaching out and having targeted cold, outreach. That’s or even warm. If you if you are already connected on LinkedIn, then you can say we’re connected on LinkedIn, but I wanted to bring the conversation over here because I wanted to talk to you about your landing page.

And that I would go with that and, like, stick with it. It is a good opportunity. You already know all about design and copywriting. So for you to sell that should be pretty straightforward stuff.

And I know the number ten thousand keeps throwing people, but it’s, like, a very common budget. Like, there’s not a lot of people who are putting budgets together and putting two thousand dollars as a line item. Like, they’re they people have budget. Like, there’s money out there.

Some don’t, but that’s okay. Then you move on to the next one who can afford you. Someone else can afford you at ten thousand easily. And then when you get results, it’s it’s like honest, it’s a no brainer. So if that if it throws you, just just I think just suspend disbelief and go, well, if it doesn’t work, I’ll go get mad at Joe in my next session. I’ll take it. I’ll take it, and we’ll talk.

Do you do you recommend that I get very familiar with Facebook ads or Google Ads?

You don’t have to I mean, yes. So if you’re like, okay. They’re gonna drive ads to a landing page, then I need to be able to talk about that experience because they’ll probably be like, oh, that landing page is working great. Can you also work on ads for us? And you’ll have to know if your standardized offer is ads plus landing page Mhmm. Or not.

But usually, they have a whole team doing ads or they have, like, a freelancer that they’re already working with who is just, like, chugging out just a bunch of ad copy, or they’re just using AI for it. So what you I would say you would need to know is the mechanics of ads so that you understand the process, but you don’t have to work on the ads.

Okay. Yeah. So you’ll want the mechanics of ads. You’ll also wanna understand the mechanics of emails, like, what happens after they become a lead.

So but that doesn’t mean you have to know. You just have to be able to, like, talk a good game, which is really just put a cheat sheet of terms together. And just, like, have it on your screen. Like, what’s the ROAS on that? And then you wait and see.

That’s really I mean, I’m joking, but I would you don’t have to know everything. You just have to start going down that path because you are the landing page expert at that point.

Okay.

Yeah.

I would try to go can that you can use too if you’re one once you figure out what your, what your, you know, sort of niches are that you wanna target or if you have a certain type of company.

Use a separate browser like Chrome Canary or something, and just go in there and search, like, buying intent or hiring intent terms on Google for those types of companies.

Click through to their landing pages, and you’ll just get cookie with all of the the companies that, you know, that are in your market. And the if you just see who’s retargeting you and all the kinds of things, you’re gonna just get ads only from potential clients.

Interesting. Just keep that as a a separate, a separate browser. Don’t you know? Okay. Apart from what you’re what you use as your regular browser. And to to make sure it’s clean, you know, either if you normally use Safari, use Chrome. If you normally use Chrome, get Chrome Canary or get Opera or whatever the case may be, but just something entirely separate and use it only for that purpose.

Thank you. That’s a neat little trick.

Mhmm. Oh, and Abby has one. They have thousands of likes on their attic. It’s a sign they put some money into it. Yeah. Cool. Nice.

Nice. How are you feeling about that? I know it’s a really quick conversation, but how are you feeling, Caroline?

Better.

Okay. Good. What’s your next what action are you gonna take?

What are you gonna do to start feeling even better?

Good question.

I need to think about that.

Okay.

So, yeah, try to work through if I were you, my next step would be just go on LinkedIn sales navigator, play around with, what kind of company would I like to work with? And, like, here’s how many people were just, like, start playing with it, and then open the Facebook ads library as well. And just start making a short list of people that you could reach out to. That’s it’s tactical.

You can do it without much guessing. You get feedback throughout because the tool will tell you things. So it’s better than just, like, staring at a page or anything that can feel like I’m in this alone. I’m doing this alone.

Also because you’re not, then we can talk about things. Okay? Okay.

Alright.

Cool. Can use this, the segments report in Sassy too to give you some ideas, Caroline.

Oh, okay. Nice. Thanks. We’ll need a walk through of Sassy at some point, Stacy.

It’s pretty awesome. Nice.

Okay. I will.

Okay. Fun. Awesome.

Excellent. Alright. Anything else, anybody, or should we wrap up?

Got the intensive freelancing happening in a couple hours. We’ll be talking about sales funnels there. So I think that’ll be relevant for you, Caroline.

Yeah. Cool.

Alright. Great. Good stuff.

Thank you.

Thanks, everybody. We’ll see you soon. Have a good one. Bye.

Things I Wish I Knew Before Publishing My First Book

Things I Wish I Knew Before Publishing My First Book

Transcript

Beautiful. So five probably way too unfiltered things. I wish I knew before publishing my first book and that I’m actively, like, as in in this moment, self correcting with my second. So, obviously, Many of y’all have, yeah, been sharing, stating, committing to writing books in twenty twenty four or on the verge of committing to it.

Potentially on the verge because of unanswered questions and fears and concerns and anxieties and all these things around what the process may entail or may not entail.

So, yep, I wanna clear all that up, not just in this session, but beyond this session. So I am declaring myself available for questions on Slack, right, about, that process and obviously how I can assuage fears and steer you to the best of my ability, right, in the most streamlined, efficient, productive, and profitable path towards, getting your books out there. Because despite what I’m gonna share in this presentation, I am a huge advocate of writing your book, and you writing your book, not AI writing your book, you read in your book and all the amazing brilliant things that can come out of that. So having published twice in twenty twenty three, the person was May twenty twenty three. When it came out, and the most recent one, three weeks ago, about three weeks ago, maybe about a month ago.

The first one, hybrid slash traditional, I’m still ambiguous on where hybrid begins and more traditional ends.

I’m just like, yeah, you’re hybrid. Sure. I get it. So I still don’t really understand the difference.

And one self publishing, which I absolutely understand what that is. It’s me publishing my own thing with full control, full oversight of the metrics and all the things that go into it.

So, yeah, with that experience and a lot of experience over the last two years on that, definitely have some thoughts, warnings, and words of encouragement. So necessary disclaimers. This is all, of course, my personal experience, observation, things I’ve gained and gathered in dozens of con conversations with other authors while I was going through this process, and it’s, of course, limited by my own. Understandings, perceptions, conversations, and at conclusions I’ve drawn by them, drawing through them.

And I’m open. To other discussions perspectives experiences in all the nuance within it. So I really see this more of a mastermind style discussion, then a, this is what you must do and should do, although I will have some instances where I probably say, don’t do this. But, yeah, I’m open to it all, being masterminded and conversed because there’s certainly nuance within it.

So first, the necessary warning. Right? I think, like, this is the main takeaway I want everyone to have here because this is where I’ve done, like, the most ragey around the industry where I’ve heard the most, like, horror stories, stories of regret, stories of, like, overwhelm, even stories of, like, business bankruptcy of people just throwing ridiculous amounts of cash to try to get a best selling book with a bias that it would work, right, and that they’ll be James Clear by next weekend. Right? And, yeah, the publishing industry, whether you know, of course, there’s many people within it, right, and many people with varying degrees of ethics.

But overall, I found it to be quite predatory. And I know that’s a big harsh word. I’m not afraid to use it here. So what you may be offered, I was offered these things. I don’t know why I was offered these things. I don’t know how I got on the list of people who offer these things, but I got on the list of people who offer these things. And I had to run this gauntlet and stiff arm the fuck out of people offering these things.

But, yeah, there’s a price tag to all the things you may have seen out there. Right? People raving about being a New York times best seller, we probably all seen the social media posts, Instagram posts of someone you know, like taking a selfie, showing, like, their book on the list with a whole, caption, post around how it’s dream come true, right, how they bailed English class and were told they would never be a writer. And look at you, missus Elliot. I’m a best selling author right now.

You could buy that experience. You could buy that redemption story.

It’s literally available for sixty thousand dollars.

I was offered it.

I had no intention of spending sixty thousand dollars. I did not need to assuage that childhood wound.

To show my mom and my dad that I’m a best selling author, although, yeah, that inner child was present. I just had to have chat with chat GPT tell them, told space for that part, and then I saved myself sixty thousand dollars.

So that has a cost. Wanna be, on a times square billboard. Probably also seen that post of people pointing to the billboard. Look, my book in New York Times Square, can’t believe it.

Never thought this would happen in a million years. But you kinda could have predicted it because you could buy it for fifteen thousand dollars. I was offered this. Once again, I rejected it mostly because I hate New York City and wouldn’t have flown there to take the selfie.

Anyway, so, yeah, that, on the lesser scale, You have paid reviews, you know, companies that will review your book, right, for anywhere between, like, three hundred dollars to a thousand dollars per review I’ve seen, which is kinda crazy.

One review doesn’t move the needle, and it paying for reviews, and all you’re doing is paying for reviews, you’re not even gonna get enough reviews to move the needle. So, yeah. There’s that.

Paid podcast appearances. I was offered a ton of these, said no, mostly because I just didn’t feel like having conversations about my book by the time it was published, and we can talk more about that later in this presentation.

One thousand dollars for paid Instagram shutouts or some accounts out there with, you know, like, three hundred thousand followers.

Bookgram, book a gram. I think that’s what it’s called on a hashtag.

Yeah, you could pay anywhere between a thousand dollars for a shout out to three thousand dollars for a package of them.

I was offered that multiple times. And then, yeah, coaching companies that will charge fifteen thousand dollars or more to help you write and launch it.

Mixed results. I’ve definitely seen and observed some people get decent results out of it.

And mostly what I’ve seen is people ending up with a book, that they’ve spent a lot of time and a lot of energy and a lot of money, even just producing, with the hope and expectation that once it’s out there, it’ll just be out there. Right? And then they’ve kinda lost steam and lost budget when it comes to actually promoting and moving into things. So that is a really common story that I have seen.

So these opportunities, thrive on the fallacy that your book just needs an initial spark or push.

And then will cash fire go viral on its own. Right? So that’s what these opportunities tend to pitch in my observation. This is absolutely false, right, and it kinda prays on people’s biases, believing that their book is destined for mass success.

Cause why wouldn’t you believe that? You absolutely should believe that and hold that belief, but don’t let that belief be weaponized against you by these opportunities that won’t be part of getting you there. So in my experience, all that as follows, a momentary spike of purchases will indeed get you on a best seller list for one to two days, whether it’s an Amazon best selling category, or in your times or a USA today, All that is doable, all that is true, you can get on that list for one to two days, maybe a week, but it will do nothing beyond it. Right?

And this is not opinion. This is verifiable with certain tools. Helium is one tool. You can look into kind of expensive use more for, like, Amazon, ecomm, and Kindle Rockett, more specific for, books, but you can literally check.

I’ve done this work.

Where you see someone, you know, posting the New York Times bestseller. You know, I made it.

I’ll look at those books right now, but six months later, and they’re moving maybe, like, I don’t know, like, four to ten, copies per month. Right? So that spike doesn’t sustain. It drops way back down. You’re not acquiring real fans, real qualified leads out of it.

On those, like, offers to get you onto New York Times best seller list. Usually, what happens is you have to discount your book to ninety nine cents, right, or a dollar.

And then it gets blasted out to these massive lists of, like, a million or more people right, who essentially signed up and raised their hand for wanting cheap and discounted or free books.

So you’ll get that spike. These aren’t likely to be buyers who will take you up on your buyer ticket offers or your services.

Yeah. You’ll just get, the screenshot, right, and you’ll get the social post, if you want it. So that’s essentially what, you’re getting out of that.

What you really need is real readers who are qualified or your higher ticket program services offers and workshops. So I’ve witnessed or overheard Oh, far too many stories of people who burnt through twenty, fifty all the way up to a hundred thousand dollars only to end up with a book that a year later moves, like, barely any units.

Right? And no one talks about this. As why would they? It’s a little embarrassing. It’s a little cringe.

It’s, a tough thing to admit elements of regret in the process that one was so invested financially, emotionally, and energetically. And so it doesn’t get talked about a lot, which means, Yeah. It just keeps on happening. So that is my warning.

Can we agree that warning has been heated? I’m gonna stop my share because I really need to make sure that this warning has been heated. Have I gone cool? We’re not gonna pop for that.

I will show you amazing.

Cool. Thank you for the heads up. Really interesting insight there.

Yeah. Why? On that note?

Because a lot of the hybrids, you know, are are and I’ve even looked at a few of assessing their services and even their services of what they provide are not the same.

Mhmm.

And it’s so confusing around, like, what what the minimum starting is.

Like, there’s no Mhmm.

Initial. This is what you get, and and it’s not clear. So it’s it is it feels like an up sell all along the way.

And, yeah, I just would love your perspective on it. Like, if you do want support, and I know you’re probably gonna go into this, It feels like you have to ask a lot of an industry you don’t know anything about and be somewhat knowledgeable. So Yeah.

What if that if that raises anything for you?

Yeah. The offers of the hybrid publishers are so ambiguous.

The typical response I’ve heard right in my own, like, process of going through some of them and then hearing other stories is that, like, you kinda get threaded along. Right? And, like, you’re coming at it with the bias and the belief that this is gonna blow up, and you’ll put in the money you need to put into it. And once it’s out there, it’ll be out there and it’ll just catch fire because that is what you should be believing because you’re writing a book. Right? Why would you write it unless you really believe it would take off?

So, yeah, it’s really easy to get strung along. I’ve heard stories, right, where, like, you know, the hybrid publisher, if you will, right, will they’ll design your cover, right, they’ll assign an ISBN, they’ll do the interior layout.

They’ll get it distributed, right, on different platforms.

And when you haven’t done this before, all that sounds so valuable because it sounds so confusing and overwhelming, right, and it was for me. I remember I went with the publisher the first time around because, like, I don’t know the first thing about turning this Google doc into a good looking book. Right?

And the truth is is, like, the upcharge that these Harvard, they’re making money on that. They have margin what they’re charging you on that. I’ve seen literal examples.

There’s a hybrid publisher I was looking at, like, two and a half years ago for my first book. And, you know, they I think it was, like, a ten thousand dollars starting package right where they’re, like, well, design your ebook. We’ll design your print book. We’ll assign it the ISBN.

We’ll give you your initial keywords for descriptions in Amazon SEO.

I went on fiverr. Right? And one dude on fiverr had as his testimonial on case studies books from that publisher. Right? So they’re just outsourcing it to fiber.

And this guy was charging, like, five hundred bucks for all of that. This publishing is charging ten grand, and maybe they have, like, a few other things they were doing on top of it.

But I’m like, no. Like, they are making money off off They’re not making money off of your book blowing up and becoming atomic habits. Right? They’re making money on getting authors, selling them on the dream of becoming best selling authors.

And it’s a very easy out for a publisher if you don’t become a best seller. Right? It’s like you didn’t promote it enough. Your book wasn’t good enough. We did what we were supposed to do, but the stuff they’re supposed to do, really little and really inexpensive.

So, yeah, like, all those things that intimidated me the first time around and had me just say, yes, oh, someone else to do it. Second time around, I’m like, this will this will feel so much more self empowering to just learn to do it myself. Right? And Mhmm. I hate learning to DIY. Like, I’m so quick to hire on so many things.

But, yeah, honestly, like, It may not be perfect, but, like, this is my new one. I designed this cover on Canva, right, and I like it better than my first cover.

The interior layout, like, not, like, I’d say, like, eight on ten, like, good enough.

Fifty five bucks from a legit dude in the UK, Clear Communication. He did it over Christmas y, which I didn’t even expect to. He designed the spine. He designed the digital version, as well as the paperback for fifty five bucks, right, like total, amount per hour, per total on a twenty four hour turnaround. That was the thing I had the most freak out I’m like, I would hire a self I would hire a hybrid publisher and take that five grand, take that ten grand, because I just don’t even wanna care about these things.

Start a DM conversation with a guy on fiber who’s done it, like, thousands of times. Right? And Yeah. Like, that was just my own, like, comfort edge to feel like I could do that on my own.

But, yeah, so glad I did. So, yeah.

Hybrid publishers know what you’re getting. Like, I think if they have legit distribution and reach and can promote your book, not just produce it and leave you to promote it, then there could be merit there. If all they’re doing is producing it, probably not worth it because you’re just gonna end up with something that you’re going to have to promote anyway.

Other things I’ve noticed in my own publishing process, y’all are writers. Right? You know your material better than anyone else. You know how to write.

Like, I don’t think you need to pay for an editor. Like, that might be lost from this. I don’t think you need to do it. I regret doing so, and I love my editor.

He was great. Like, nothing wrong with him. I don’t feel like it improved my book for the money I invested as well as the delay in going through revisions. That’s the other thing I really hated about working with a publisher.

Is you’re going through revisions, you’re feeling like it may not necessarily be making it better. Right? Because as an author, you’re typically gonna be really happy with that draft that you’ve polished. Right? Maybe not your first draft, but your your final draft. Right?

You inherently probably don’t want anyone to touch it at that point. Right?

And to go through a year of revisions without feeling like it’s really making it better, and the tedium of reviewing it each and every time, that was, like, painful for me. Right? And I think by the time the book got published, I didn’t even wanna look at it anymore because I was so exhausted by my own message and my own material, that the last thing I wanted to do was conjure up excitement about this thing that I had become tired of, if that makes sense.

That got ranty. Right? But the short version of it is if all they’re promising is book production, probably not worth it unless you’re really, really, really, really, really, really, like, I’m not confident, overwhelmed, and feel like they have, like, the right reputation, but, like, speak to other authors who’ve worked with them if you can, get their honest feedback, like, people might say, yeah, it was fine. It was good.

Right? And, like, push back. Right? Like, when you do it again, that’s a really good question.

And if they delay on the would you do it again, you get, like, an, because that would be my response. If someone asked me today, like, you work with that publisher again, I’d hesitate. Right? I’d try to salvage the good things about it just to defend my ego of having made that decision, but ultimately, you know, like, I’d self publish in a second.

So yeah.

Is that is that helpful? Cool.

Alright.

I think I think the fiverr thing is an area I’ve already gone to to check out and, like, such an interesting thing that you saw that thread of those books being, you know, Because because here’s one of the things I don’t know what other people are thinking about. I’ve actually thought about testing an ebook, rather like a smaller booklet, like a mini book rather than the whole process just to learn it in a way that is lower risk.

Yep.

To the bigger book. So I’d love people’s thoughts on that as as a way to be like, hey, let’s just do this.

Let’s and if it’s a manual or a workbook or I and I’d love your perspective on it.

Mhmm.

You know, it it’s it feels like why not? Because the the whole, and I’ll let people know that I’m having gotten some materials from some companies. They say that you won’t get published till, like, twelve to eighteen months after your manuscript. After your manuscript. So we’re talking, like, two years.

Yep. That’s part of my rant. Yeah. And your your material better be evergreen. Right?

Like, That data do you mean.

Right? Yeah.

Exactly. Yeah.

Cool. Well, I think the warning’s been heated. So I’m gonna jump back in and get really really practical data. Sweet. So, observation number one, your publisher probably He would probably will do a whole lot to promote it. This is my personal experience and also observed in conversations with, yeah, well over a dozen business and personal development authors, across a range, right, hybrid publishers, traditional publishers, some of the bigger publishing houses that you may be familiar with as well.

It’s likely gonna fall mostly on you to market your book, which I think is a good thing and an empowering thing.

A publisher can be helpful, absolutely in distributing across all digital book plat forms, Barnes and Noble, Amazon, Indigo, all the kind of, like, smaller ones as well. And maybe, Keart, maybe getting on some shelves, which very, very, very, very, very big maybe.

If they’re saying they can do that and will do that, I would push back and ask them what percentage of books they published have are currently on shelves. Right? Like, put them in that position to qualify that because that is typically one of the bigger selling points they try to make. And, actives are only so much shelf space and so many books.

So, yeah, I would push back on that. Self publishing on Amazon KDP or super, super fast and simple. And roughly eighty percent of the US book market. So if you’re looking for, like, a literal eighty twenty, Yeah.

So publishing on Amazon KDP is that literal eighty twenty for the US book market, at least. You retain higher royalties. It’s about sixty percent. On paperback and Kindle.

And if you are doing paid advertising, you have more control over cash flow and reporting with in my view is the most most important point. So, when I was playing around with Amazon ads before, my book came out. So as of it’s kinda like going through that, like, uploading process and the interior design process and all that, I really wanted to, like, acquire that skill. And I remember, like, why not? I’ll just, you know, run ads use my last book as a test, as a test case.

And, it was really exciting and also really sad because the ads started working, like, right away. Like, I sold two copies of the book, via ads, essentially on day one at a, quote, unquote profit thing is I don’t know if I was I don’t know how much I was actually making or losing on it because Amazon takes their cut, the publisher takes their cut, And worst of all, right, with Amazon, you know exactly what you’re getting as your royalty, and you’re getting it within sixty days. Right? A publisher, it has to go through two tiers of reporting. Right? I think Amazon pays the publisher in sixty days, then the publisher pays you maybe sixty days later, so you might be on a hundred and twenty day cash flow delay.

And, of course, they’re double dipping on the, on their cuts. Right? So your margin is lower.

Your delay of getting the money back to reinvest is much longer, and makes it pretty much impossible in my view to cover advertising on a book that is going through a publisher. And this is, like, the most painful thing for me in retrospect. Right? Cause I realized, like, okay. I know how to run Amazon ads. I’m getting results, like, totally not optimized, like, totally one zero one strategy.

I wish I could do this all the time, and I can’t because, yeah, the margins aren’t there, and the delay on cash flow isn’t there. Or is there. So, yeah, that kinda sucked. So that is a really important reason to consider self publishing or at least, you know, if you are working with a hybrid publisher, just get really clear on, royalty structure, and if you’re getting paid directly your Amazon sales or if it’s going through those two layers.

So number two, your book probably won’t go viral or gain organic traction on its own.

It might. Right? And I just wanna set, like, fair expectations, a rule of thumb, is that a could take twelve to eighteen months and over five hundred reviews for a book to start really taking on a life of its own.

You’ll likely need to work for those initial two three thousand orders that could yield those five hundred or more ratings and reviews and incentivize ratings and reviews, meaning your topic has to be pretty evergreen. Right? If it is going to have its best year in year two and year three and year four, the topics you’re discussing and the strategies and the tactics, that you’re talking about probably can’t go out of style. You need to be pretty sure that content that end of material you’re covering is gonna have longevity.

So this is a really important point, especially in the marketing or the copy or just the business sphere in general. Like, you’d really wanna be talking principle based or tactics that you are certain aren’t going to be disappearing in the next few years.

You can, of course, support it with short term spikes, right, getting on podcasts, shout out, launches, either internal launches or affiliate launches, but where I would focus my energy, right, is the everyday sales engine that moves copies every single day. Right?

Your first five hundred to a thousand sales will could be your hardest and costliest Amazon is a social proof driven platform. It’s really, really, really difficult for someone to buy a book that only has one rating or kind of like the one next to the five stars. Right? They’re like, do I wanna take that risk or do I wanna go to this book that, you know, has been showing up on my, recommended products forever, right, and has over five hundred ratings and reviews. So that’s just kind of how it is. That’s just the buying behavior there, social proof driven. So it gets easier.

As you get more reviews and your ratings increase the amount of ratings you have. So your cost to acquire a reader will decrease over time. So there needs to be some degree of a threshold at least at the beginning in my view to absorb a certain cost to acquire a reader, which brings up another important point. Don’t over identify with being an author, like, this pug, like, I really wanted to be this pug when I was growing up. Like, I wanted the knitted wool scarf or best into glasses, I want to feel like a writer writer.

Yeah. So, like, you know, when it comes to your book, especially the book that you’re writing as part of your business, you get to decide, right, you wanna be an author author or a business owner who happens to be an author the former will invest a lot of energy bandwidth and attention in writing and selling their book. The latter knows precisely where the book fits within their sales funnel, most likely top of funnel knows its purpose, which would be lead acquisition and nurture someone who literally has a physical copy of your thing is reading it. It’s interacting with it. It’s seeing it on their copy table or in their office.

All that is amazing. You’re literally in their home, and knows how much they’re willing to spend to acquire a reader. Now this is and band stuff, we could do a whole workshop on this.

It’s relatively simple math to figure out.

But, yeah, you want to know or have a hypothesis of what a reader would be worth to your business.

And therefore, how much you are willing to spend to acquire a reader. These are really important metrics to know, no one’s really talking about it, even kind of the bigger book writing coaching businesses, I brought this up at a conference where one of them was kind of promoting their thing and, like, no, this just isn’t within that consciousness or that conversation. So yes, you get to be a business owner and know where it fits within your funnel.

And the latter also has a clear ascension path from leader to client and is excited, right, eager to spend money to acquire a reader with full competence of their economics.

Next, you’ll need to launch and think long term. If you can only choose one, think long term. Right? So my first book had bit of a launch, right, I had a list. I had small humble list, maybe three thousand people between my list and my partner lists.

The new book hasn’t had any list. Right? I literally just came up with the pen name two or three months ago. Right? No listen to space, no reputation, no authority, no nothing.

If you’re gonna choose one, do the long term, launch if you can, but put the appropriate level of energy into your launch. Right? And this goes back to, like, do you wanna be an author or a business owner who has a book? So you can You can, but should only hit up your list or social on your book so often.

Right? You don’t wanna, like, burn out your list per a five dollar royalty. Right? There are other things you need to be discussing as a business owner or other conversations you need to be having.

Other things you need to be marketing. Right? So give it the appropriate level of attention, lump style, a lot of publishers and book coaching companies, right, will really push you, right, obviously, because, you know, it’s better for them to push it every day. Right? Like, be the thing that you promote and talk about all the time on all your podcasts, all your, blog posts, all your emails to your list, and that’s a decision you get to make. Right? Do you really wanna, like, use that well earned attention, on promoting your book all the time, right, or give it its appropriate space?

What I recommend, right, an initial launch with bonuses, right, early reader early reader bonuses or pre order bonuses, of five to seven emails like max max max, max, with an upsell or a booking application on the thank you page. Right? Like, make this more than just your book. Make the bonuses, other authority building things you’ve done, whether it’s a presentation, a workshop, a master class, how that thank you page be, you know, a short video, right, that says, like, amazing.

Right? If you need help with this, this, and this right now, then is a conversation we can have. Right? So you have the authority about the book, and you also have the, application for people who are ready to have that conversation at.

So Yes. Make it fit and work within your current business structure.

Don’t over engineer for a successful book launch.

Hit up your socials, but once again, your business owner with a book. Right? Don’t make it all about that.

And understand, right, the initial surge can move you up to number one, any releases in your category, which is great. It’s fun. Like, I posted a screenshot in Slack yesterday, right, that I was number two in new releases on Amazon for a pretty cool category of business, business motivation, I think. Right?

Like, right next to noah Kagan. I’m like, that’s a win. That’s fun, and it’s just that. It’s just fun.

Right? It doesn’t mean much more than that.

The ranking via any short term spike won’t sustain. Right? It’ll be gone tomorrow. Right? Like, I could take this screenshot of that same category today, and I think it’s like number eight or number nine.

Right? So it’s like, a short term win, like, it’s fun, it’s exciting, and it’s not what you should be optimizing for. So the ranking via that spike won’t sustain no evidence.

I’ve done a lot of research on this. No evidence that it will actually help you sell more organically because your audience probably isn’t navigating to the best selling books of a certain Amazon category looking through it and deciding what they wanna read next off of that. Is probably not how they’re browsing or making buying decisions.

So, get cozy, spending to acquire a reader or a lead my favorite platform for that is Amazon ads.

It’s cost per click, meaning you don’t pay for impressions, which is really, really cool if you’re, like, MU author or trying to build your authority in space, you don’t pay for those tens of thousands of impressions you’re getting for free alongside the other authority figures and thought leaders in your space that you want to be associated with. That it’s really, really cool.

Yeah. So that’s a really cool aspect of Amazon ads. And you get to target, right, keyword phrases that your problem or solution aware audience would be typing or looking for. Right?

So, in my case, right, that looks like, a keyword I think I’m running that is doing really well for me is, like, best books on money mindset, best books on money mindset twenty twenty four. Right? So these are the phrases people are typing. You find the search volume for these.

You use a tool for it. I use, Kindle Rocket.

I think there are some other higher paid ones like Helium, where you see how much search volume is being, generated for those keywords, but use keywords, right, that your target audience, someone who would be qualified for your higher ticket services or courses, would be using and then you get to form a hypothesis where you get to engineer, you get to engineer the reality where a book reader is the warmest possible lead in your business just based on the words they were typing or the other books they were looking at before find your books. So that’s what’s really cool about Amazon ads.

And yeah, I love the fact that you get tens of thousands of impressions for free. Right? And I think it does take I couldn’t find a stat on this. I’ve been looking for it. I’m like, how many impressions does it take of your name of your boat before someone?

Makes that buying decision. Right? So, yeah, I think, like, I read somewhere that it could be seven, it could be ten.

I think on Amazon right now, it’s probably, you know, at least fifteen to twenty. If you’re book just showing up on the feed, showing up as sponsored books, like, before someone’s like, oh, this is really showing up a lot for me right now. Like, oh, this person’s name is showing up a lot for me right now. Let me click through and actually, I know a bit more about this person.

So yeah, Amazon had big fan of it. Really easy to get started with it. Like, I got started with it, I think, like, learning it in an afternoon off of Udemy course or some YouTube videos to get masterful at it, obviously, it requires some optimization into next work, still in the process of that. So I can’t really report, but your cheat code and all that is being willing to spend and lose money on acquiring a reader.

So the vast majority of folks that are running, book ads on Amazon, are publishers or authors who need to be profitable on their book sale. Right? So I’d estimate that ninety five percent of people who are running book ads aren’t thinking lifetime value or backend. Right?

They are they are authors and they are publishers. Right?

So this is a really important point. Like, your mindset going in time zone ads is you can be bold, right, in your bidding strategy.

You can have a certain threshold of being willing to spend money to acquire a reader. You don’t need to be profitable on your book.

And of course, the confidence in this comes through, once you actually look at the metrics of your whole funnel, right, like we could talk about that. I don’t know if we’ll have time today, of what, like, a book funnel looks like, but you need to be able to know what a book reader is worth within sixty days or ninety days. Right? And therefore, know how much you’re willing to spend on, acquiring a reader.

So where I’m at with this little experiment? So this was my first book, seven initiatory fires of modern manhood, really mouthful like, a big mouthful. A lot of words to say. Like, I think this is why I didn’t do podcasts because I didn’t wanna have to keep saying that word out loud.

But it was cool. Right? Like, I don’t have regrets about this process. I definitely don’t have regrets about writing it. So that two years to write it, amazing, fulfilling, self revealing. I really wrote it to coach myself through a lot of the things that I was experiencing, the part that sucked a year and a half to publish it, between the publisher’s timeline.

Yeah, and obviously when you write something that is kind of in the self development, spirituality realm, like, the things you feel and think about. Right? Three years later, differ a little bit. Right?

And I didn’t really feel incredible about, hardening ideas that were so real and raw three years ago. And now I’m like, I’ve kind of evolved beyond some of those ideas. A lot of them, I still feel so strongly about and others. I’m like, yeah, I don’t know.

My thinking and feeling about this has evolved a little bit. So, yeah, that delay didn’t really work for me. So by the time I was at, I just wasn’t as hyped about talking about it. I got hyped about other people reading it and experiencing it and having conversations about it.

There are definitely some cool experiences.

I think, like, I got tagged on a post from, Soleai, a hip hop artist who I think it’s married to Atlanta Mooreette. Yeah. That was it. I’m like, that’s amazing.

Canadian, you know, fresh when I I was like, fourteen years old, amazing. It’s in their living room now. Maybe. I don’t know.

I just made that up. The part that it’s in their living room. We have no evidence of that. But definitely some cool wins out of that, so I don’t regret that.

But, yeah, all in all, I think I paid five thousand dollars on that deal initially, right, to get with that publisher. And I honestly can’t remember what I was paying five thousand dollars for.

I was just like, thinking long term. I’m like, this book is gonna sell hundreds of thousands of copies. It’s five thousand dollars, no bank. Whatever. Let’s just get it done.

Another two and a half to three grand maybe. Book editors and formatters, once again, amazing people love them.

But I don’t necessarily know that it made anything better.

I despised their initial cover designs. I ended up pretty much designing my own on Canva and giving it to them and saying you know, improve on this or do this, but better. And they just pretty much did that. So that kinda sucked.

Apparently sold over four hundred copies, but unclear reporting, and to be honest, like, I just haven’t seen a royalty check yet. And I don’t understand their reporting. Haven’t really had the time, the energy or the desire to go into the forensics of trying to understand it. Which is frustrating, and I feel a little handcuffed in this one.

Right? Cause I know that I can advertise it well. If I use my unpaid media and I use my own copywriting skills, but I just don’t really have the capacity or the capability to put paid dollars behind something that is on a literally, like, a four to six month delay to get the cash flow back on that sale Mhmm. With some yeah, with pretty much all margin taken out between those two layers, Amazon and the publisher.

So I’m handcuffed. Right? I have skills to promote it and market it now, and I just can’t justify doing it. So, yeah, that kinda sucks.

Had to survive that gauntlet of being pitched. All these promotional services that’ll be shared at the beginning.

And I likely made my ROI in indirect ways. So when, so I do have a paid men’s group that I run every Tuesday night to co facilitate. We had a higher ticket program that we ran over the summer on, certifying people to become MEM’s coach facilitators, which is awesome.

The book helped indirectly. Right. So when leads just weren’t ready for that, I was able to share the book, they would buy it. They would get comfortable with me based on kind of reading the ideas, the authority based on, you know, just having the book, and some of those did turn into members of the group, as well as, part ticket certification clients.

But, yeah, indirect. Right? So overall, I don’t regret writing the book. I love the process of writing that book. I love that it’s out there. I love that it’s making an impact.

I do regret.

The method I used to publish it and the delays and the timelines that felt in retrospect highly unnecessary and now have me kind of handcuffing how much I can actually do to, promote it in ways that, Yeah. I just can’t track the ROI so easily or recoup the investment on paid ads so easily.

Book two, shadow money, sixty days to write. Jim idea inspired on, like, work I was doing in that men’s group. So, yeah, there’s some more indirect ROI, a thousand words a day. Really easy to commit to. I think, like, that was usually a coffee shop visit, sixty to ninety minutes, usually. So very easy to commit to on a schedule.

This part blew my mind taking five days to publish on Amazon KDP, fifty five dollars for the interior design, made my uncover in Canvas. So spent fifty five dollars to produce this, for both the Kindle and the paperback, created a mid tier program to support read or acquisition cost. So that’s something I could talk about maybe later. What time is it? You’ve got ten minutes.

So, yeah, created a mid tier program to, offset the cost of advertising so that I could be willing to spend money to acquire readers, offer to lead magnet literally on page one, which brings readers into that mid tier funnel.

Learned Amazon ads one zero one in an afternoon. No big launches to any lists or socials, because, yep, it’s a pen name. It’s a person who didn’t exist, three months ago. So a twenty day result, four hundred and fifty to five or, yeah, four hundred and fifty dollars in Amazon ad spend. Once again, totally not optimized. I’m not trying to break even on it. I’m just letting Amazon do its thing.

There is probably a lot I could do to, optimize my ad spent and my OSS on my Amazon ad spent.

But here’s yeah, the nuts and bolts of it. So seventy three units sold, most importantly real and qualified readers. So three hundred and fifty dollars in royalties, so not quite break even on the Amazon ad spend, which I am more than happy about, I think, like, seventy three readers at a hundred dollars loss.

I don’t know, I’m paying, like, a dollar fifty per reader right now, which I’m really happy about.

One unit of the mid tier sold, for a hundred and eighty dollars. So possible there are you beyond breakeven.

One high ticket coaching package came out of that. Or two thousand dollars just as a test run. So profitable there, reader to list conversion. So this is something I’m tracking. So the funnel that readers are moving into is just for book readers. It’s not being muddied by any other channel.

Reader to list conversion approximately fifty percent.

So half of the people who are actually opening the book and reading the book are getting on the list.

List size is a hundred and fifteen, that includes other people who didn’t buy the book. So that’s why that number is a little higher than it would be, numbers wise.

But it’s cool. Right? Real readers when real readers buy it, opportunities open. So I had one, One fellow in Spain, right, who has a decent sized list wants to translate all the materials into Spanish, just really resonating with everything I’m sharing.

Really cool little win there, invitation to a major podcast in February. That just wouldn’t have happened, right, kind of spark magically just by having this done. So not mind blowing crazy results and wins, and I’m already far more profitable than I was with my last book, and this is really just twenty days in with so much room to optimize so much room to grow. My goal is to move at least for the first three months, a hundred books a month, right, a hundred real readers per month, with the hypothesis that the cost to acquire a reader will go down month by month as it gets more social proof, gets more traction, get some more opportunities to speak on podcasts.

And, yeah, so grinding for those hundred readers initially and letting it kinda snowball from there as I layer in more optimized strategies. So that is What I got? Let me get off this screen, stop share, catch a breath.

Oh, is that too ranty, guys? Like, I don’t know. It wasn’t too great. Alright?

No. No.

No. I’m not super informative. Okay. Cool.

I wanted to see you lose your shit. Like, where was the real world thing? It’s way too chill.

That was way too chill it.

Yeah. I mean, I was, like, I mean, me being close to losing my shit still looks really common collected, but, the conference I went to, right, like, which was sponsored by one of the, one of the bigger kind of, like, self publishing coaching companies. And they’re cool. Right?

And, like, so much of it just felt off. Right? Signing the dream of, like, you need a book. It’s gonna be your legacy.

Right? Not your legacy if you’re selling two or three copies per month. Right? So it’s like, yeah, a lot gets invested that doesn’t get recouped, and there’s so much, like, shame and regret around it that just people don’t have those conversations.

And I think the path to doing it well and doing it sustainably, is there. I just don’t see a lot of people doing it. So it felt really empowering to, like, create that path and create that hypothesis for myself on this one. And, yeah, so far, so good. It doesn’t generate you know, copywriting service money yet, and it’s pretty cool to see what it’s able to do, like, twenty days in. So Yeah.

That’s interesting. You say that I went to the last fifty books conference and it was in Vegas in November.

And I really resonated with that decide if you’re an author or a business owner happens to be an author because my experience at that conference while it is predominantly fiction authors and and small publishers a bit.

It was really obvious to me that these folks were business owners first despite the fact that their predominant income was books. They still would be the first ones to say, oh, okay. Well, my series, this series of mine, the it’s the readership isn’t there. It’s not doing what it should.

Boom. Done. I’m not writing anymore. That’s not, you know, that’s not ROI positive anymore. So they it was just really obvious to me that while they were writers and artists and creatives and all those things.

They were very much business minded and it was cool being in a room of so many people with that.

I think we’re creatives or, you know, kind of portrayed as these.

Well, we don’t do numbers and we don’t do And I was like, nope. All these people pay attention to numbers and they hear.

So, That’s awesome.

Yeah. It was it I mean, it’s different. I realized in non fiction versus fiction. There’s just a drastic difference, but I still was really impressed by the business mindedness of the group.

So Yeah.

That’s cool. And and there are some, like, really, like, like, I was throwing a lot of shade at, like, some aspects of the industry. There are some, like, really good and affordable, like, companies out there that are empowering authors to know the number side of it. Right?

Yeah. Kendall Kendall Printer comes to mind. They’re really good in terms of, like, what I’ve seen and learned from and, like, really affordable stuff.

But, yeah, there’s just, like, the the most predatory aspects I think that I’ve witnessed and seen a lot of regret and remorse of are, like, the promotional specs, like, to get on best seller list ones. Mhmm.

And it’s just like yeah. Kinda like sad and cringe to throw so much money at that, and you are getting over promise. You are getting over promise that you’ll get on that list, and it’ll kinda sustain. That’ll be that spike you need, because everyone feels like everyone’s confident in their book, and they feel like it just needs that initial push, right, and the rest will take over.

And, yeah, when you’d, like, look at the raw numbers, like, when you actually look, and I I went through this exercise because I didn’t want my own bias to cloud it. Like, I so there there’s one company I I won’t name names, right, that, like, offers a service. You see the testimonials, right, of those authors on that page.

Look at their books now, how much volume are they actually moving? Where is it actually ranked on Amazon now, right, a year later?

And the numbers are the numbers. Right?

Like Mhmm.

So I think that also I I sometimes wonder because if I didn’t make it clear, the conference is it’s for indie author.

They’re like small little kind of I’m not even sure I call a publisher because that feels not portrayed accurately, but it’s indie authors.

And I kind of feel like as an indie author, it also forces you to pay attention to the numbers because who else is gonna do for you, you know.

Right.

And so that was the I don’t know. I I just thought indie author becoming an indie author first to me like to monique you mentioned, should I just put something up? I think yes. The faster you can put out a book and publish it and get it on a platform where you can see any number.

It doesn’t matter. Zero, whatever. I think that’s the better way to go. That’s what Abby and I have been talking a lot about with my book because I feel like the seasonal sales psychology book feels bigger and I want more to it.

And I feel like that’s keeping me from let’s get something out there.

Let’s, you know, let’s do something simpler, get a book out there and learn fast.

Her. That’s so I’m totally with you on that. If you were doing that, that’s what I’m I’m thinking I’m gonna shift to that as well.

So Yeah.

I kinda yeah. I kinda feel like there’s the mini version, right, where I’m I’m would love your thoughts on this ride if you’ve seen people do this. Like, it’s a lead magnet and and or you give a discount code to the Amazon. And I don’t I don’t know the version of that funnel, but the idea is If you publish it and it’s on Amazon, it brings a whole bunch of credibility than a lead magnet download book that someone gets sent that no one really reads because it was free off your website. And so I kind of feel the same way. Like, why not publish it? Why not make it a book somebody can buy, get printed?

And have it as soft copy. I’ve heard that, I would love your stats. Like, what percentage of the sales are actually soft like print printed books rather than downloaded books. I think it’s like ninety percent usually as a ratio.

Yeah. I could give you the exact numbers right now.

Right. Do you have the do you have is it how do you drill down your numbers on that?

Give me one sec.

Alright. So Right now I’m, just on my KDP dashboard, suite.

So, yeah. I mean, I’ll show you what the reporting looks like there.

Sweet. So, yeah, this is this month. It shows you how many people many pages have been read on Kindle Unlimited if you make it available for Kindle Unlimited.

So this doesn’t account for, like, people who everyone who bought, like, the candle version. This is just for those who access it versus kindle unlimited.

There we go. So paperbacks, seventy percent, about thirty pis thirty percent ebook, shows country breakdown.

Yeah, I think the ebook had a higher percentage because I didn’t know what I was doing at the beginning, and I’ve made the ebook available for, like, a week earlier than the paperback. The paperback’s only been out since January seven not even twenty days yet.

Whereas the ebook was available before. So, yeah, I think that would account for it. But, yeah, probably closer to a seventy five percent twenty five percent ratio.

Mhmm.

Otherwise.

Yep. And you can you can obviously optimize for that. Right? So I think, like, I would want to optimize for more paperbacks than kindles, right, just because I think having something physical in their home that they’re seeing every day, is amazing for, like, the nurture and just you being top of mind.

Right? So I would absolutely optimize for pay for back. The simplest way to do that, right, is just make the price gap such that, like, you know, I don’t know, like, thirteen bucks per kindle and seventeen bucks for a paperback. It’s like, yeah, why would I order the kindle?

Unless, I really, really like reading on it any reader.

So Mhmm.

Mhmm.

Yep.

And so how does they pay on, like, a print on direct or purchase? How does that work?

Yeah. So with, KDP Publishing, in particular, you don’t pay anything upfront. Right? So you upload your book. Right?

You upload, like, the dimensions of it, right, all the files, and then it’ll give you, right, the cost to produce at the raw raw costs. So for this one, it’s like four or five bucks.

But you’re not paying for any copies because it’s print on demand. So you don’t need to, like, print you don’t need to pay for an initial run or anything like that.

It’s just, like, comes off of your margin. Right? So if you sell it for seventeen bucks, the first five bucks is used to pay for production, and then you have your royalty on the remaining twelve bucks. So yeah.

Yep. But no no inventory, obviously, which is amazing. If you are speaking at a conference, Oh, gosh. This is so much easier with Amazon than it is with a publisher.

Right? So a publisher, I have this conversation once because they’re the US. I’m based in Canada. I’m like, if I wanted to if I’m doing a workshop in the US, can you just ship it to them, right, directly?

Right? Ship it there. They’re like, no. We gotta ship it to you first in Canada.

Right? So crazy duties with a minimum order quantity, then I gotta ship to the US. Right? At that point, it’s not even worth it.

I’m paying, like, thirty bucks per unit to just get give away free books.

Amazon, right, like, so easy to order order, author copies at a discount at cost. Like, you get it at cost. Right? And, yeah, you could have it shipped wherever you wanna ship it. So a lot easier.

That in itself is a huge insight. Wow.

Yep.

Yep. And once again, I don’t know if every publisher is like that. That was just the conversation I had with, the one I used.

He is interesting when Joe write books in kinda similar and I our stats for the paperback to Kindle version. Now we started with Kindle so that probably impacted it as well. But Mhmm. We’re like opposite yours. Paperback versus Kindle is Really? Oh, yeah. Is completely up similar way more people taking ebooks but if you think about it like Joe’s initial books way back when, you know, ten years ago that classics kind of.

Those were ebook only unless you printed it off yourself or something. You know, so I wonder if there’s also that She kind of set in place a I do ebooks. I write ebooks digital.

Yeah.

You know, but anyway, I just thought that was funny because you’re his Maybe.

Yeah.

Yeah. I think, obviously, it’s just like a hypothesis as I just really see a paperback sale being more valuable than a Kindle because I forget about all the books that I have on Kindle, because I don’t see them. Right? My iPad has essentially been hijacked by my son to watch, like, yeah, YouTube videos and frankly the turtle. So, like, I don’t even see my kindle anymore.

But, yeah.

Cool. Any other questions?

Yeah. I have a couple. Oh, after you you, Abby, I have a couple I’ve written out.

Hey. Sure. You can You are first. Here you go.

Well, I have one pen name. I’m so curious about your pen name and and what made you decide to do pen name.

Yeah. I mean, all my, yeah, all my books are essentially pen names now.

But Yeah. It was, like, really clear to me to not, like, muddle brands.

Right?

Initially, like, yeah, I’ll be totally honest. It’s, like, the first book I release, I’m, like, no one knows me in the space for this thing, and it feels weird, and it feels awkward.

And I kinda wanna, like, hide a little bit behind it. So, yeah, totally admitting that.

Like, the first book there were elements of not wanting to be seen and wanting to hide, got through that shit, and then it just kinda like made sense. It’s a different brand in a different industry with a different voice and different socials. So let it have its own name, practically speaking, right, like, if you Google Ryan Schwartz, like, you’re gonna get, like, the copywriting stuff, and then you’re gonna get literally, hundreds of other running shorts just because it’s a super common name. So I really wanted to have names that I could rank number one for on the books. That felt really important right off the bat.

As well as getting And what do you mean?

What do you mean by that when you say rank for names? Oh, based on on Exactly.

So if you, if you Google Hendrix Black, for example, like my book will be first page, all first page will be me, essentially, which felt important and not been a good enough reason to run with that.

And, yeah, so I think, like, that’s really the main reason for pen names is the authorship is just in different spaces and different brands, and I wanna rank on the first page or those names.

Cool. And it’s cool to be different people. I don’t know. Like, I know. It’s just fun. Like, live out the names that your parents didn’t have the courage to call you. Like, Why wouldn’t I do that?

Yeah. My dad was gonna call me Siddhartha.

As in like the Buddha?

Yeah.

Could you imagine how embarrassing that lady? Like, the her the Herman Hasssey novel, like you read that and got inspired or I don’t know.

He was just, yeah, happy in the nineties.

Oh, yeah. That would’ve been kinda cool. Like, do you regret not being considered that?

No. No. At all. I think I would have gone by Sid. Like, I feel like Sid’s a cool name, but Samantha.

Good book. Yeah. That could be a pen name once you start writing your own spirituality books.

So, you know, yeah.

It’s a good segue into my question. So I’ve I’ve a mindset question. I’m a total newbie at mindset, but I’m I’ve been reading it about it for making money. And I’m like, okay.

So, like, you wanna, like, attract, like, wealth abundance, like, I’m trying to get into that. But then when I think about my book, like, you know, I’m excited about it, but I’m also kinda like, yeah, like, you know, probably five people will buy who follow me on LinkedIn. Like, I’m totally like, yeah, like, no one’s gonna buy it. Like, do you have any, like, advice on what kind of mindset you should have?

Cause I don’t wanna set high expectations, but I’m also, like, my expectations are so low that that can’t be good for, like, actually attracting, you know, for actually thinking I’m gonna sell any.

Yeah. I think, like, there are definitely mindset and energetic components of that. Like, I would check-in, like, how do you feel if it was selling hundreds of copies? Like, this part of you freak out about that. You’d be like, oh, they’re reading my stuff, they’re judging. They’re, you know, like, tune into the parts of you that may not want it to take off as well that may be kind of like halting and sabotaging the process.

I think that that is valuable work to do.

I get really excited about your book and how it fits within your business. Like, that gets really exciting. Right? Like, it just ties.

And so brilliantly with what you already do, anyone who’s read your work whether it’s your copy or client’s copy, whatever. It’s like, shit, she can write. Like, I wanna read that. So, some, I mean, on the mindset stuff of, like, will it sell?

Right? I think I think it’s, like, the wrong question. The right question would be like, do I want it to sell and what will I do to insure itself? Cause there are pathways to sell books and move volume.

Right? Like, I didn’t have an audience for a made up name called the Money Shopping, and it’s sold seventy five copies this month. Right?

And real readers who are in my inbox right now is, like, loving on the work. Right? And So, yeah, like, your readers are out there.

It’s actually quite easy and simple.

To get your book in front of them using Amazon ads and to write keywords and getting it, yeah, getting it displayed as a sponsored product on those because I do leading. Right? Like, I gotta look at my stats again. Right?

But, like, you you are a bad ass at and money. Right? Like, that was one of the books where I bid really aggressively to get mine as a sponsored book next to that. Mhmm.

Right? Because even if people aren’t clicking through, I’m getting that impression on that association hundreds of times per day. Right? And it might take six months of people seeing my next to that one.

Before they’re like, oh, maybe I should check out this one as well.

But, yeah, that’s something you could do. Right? So, like, you can bid really aggressively to have your book next to Jeffwalker’s launch, right, and Amy Porterfield’s two weeks notice. Mhmm. And, you know, those evergreen trees are gonna be to it, like, for months.

And then people will be like, who’s exactly? Right?

To Sedarta the marketer. Right? Like, that’s that’s your pen name. And, yeah, I think, like, you can engineer that with in a really predictable way. That’s not something you have to think. Will this happen? Like, you can create that just with a bold bidding strategy on your cost per click.

Like, it will be there next to Laura Belgrave. It will be there next Sandy Porterfield. It will be there next to Jeff Walker or Ryan Lavac or Whoever, if you want your book to be next to. Right?

Mhmm.

You will rank for how do I launch an online course, right, if you want to rank for that keyword so, yeah, there are ways you can pretty much guarantee your book will move volume.

It’s obviously harder to guarantee that your book will blow the fuck up and turn into atomic habits. Right?

Which, like, I looked at the volume. I think he’s making or the book is making on amazon dot com, like, over eight eight hundred grand a month right now. Like, which is insane.

It’s wild. It’s absolute madness. And that is the best selling book on Amazon. Like, So it is what it is.

But the thing is is when the book is just a component of your business, you don’t need it to sell half a million copies, right, to do really, really, really well. Like, because you have your mid ticket course already done, that complements it.

Like, it’s as simple as, like, you create your book on page two.

Like, you have the lead magnet, right, that gets them into the Evergreen funnel. And you have the course directly if they’re interested in, like, taking to the next level. So, like, I give that opportunity right away so that they could skip the funnel.

But you will know, like, if you duplicate that funnel, for book readers, you will know what a book reader is worth within sixty days, like, really easily.

And then you could reinvest, and it becomes your lead gen strategy for your course and for your services. And you can compare that with, like, is this more profitable? Is this bringing better leads than Facebook ads or worse leads.

So, yeah, you can control the outcome to a certain degree of moving volume, you can’t control while it blow up. Yeah. But you can definitely control where it appears.

And yeah, to a certain degree, you could definitely control, like, volume, especially with your skills. Right? And, like, yeah, writing good descriptions, good cover. Good cover is probably one of the more important things well.

Yeah. There’s, yeah, there’s a lot there. Like, I didn’t realize you could control, like, where your book appeared next to.

One follow-up question, just like, around mindset if that’s okay. Like, I mean, this is a really, really basic mindset stuff, but I think it’s partly, like, I just don’t wanna be disappointed. Like, in business, I’m kind of fine to make moves if I fail, but I just feel like with a bug because it’s something I’ve wanted since I was like, about four years old. It’s just like feels like I like, it would kind of break my heart if I put it out there and people hated it or didn’t buy it. Like, you have any, like, advice around that, or does that did you feel like that?

Yeah. So, like, when I really tune into the honesty of, like, the emotions there, or, like, they’re mixed on the first one. Like, I’m disappointed. It’s not selling more. I feel angry to some degree that, like, I want to control its movement, but feel a little handcuffed out the economics.

So that’s, like, frustration that I compartmentalize.

Right? Again, I’ll admit that truth.

Yeah. Look, like, it’s natural to really desire it to do well. Right? Like, why would you do something without that desire?

I think, like, there are elements of that risk and that vulnerability, right, where, like, it may meet your expectations. It may exceed your expectations.

It may not exceed those expectations. And I think you could definitely yeah, there’s definitely, like, work to be done on, like, preempting that disappointment and that fear and that sadness. Right? Like, that is mindset work, that is a personal growth work, that is, like, the emotional clearing work, and that is available to you.

And, right, like, I think.

To to a certain degree, yeah, and we could keep we could keep having those conversations, like, in the mastermind and on Slack because I think, like, when we’re all taking this, like, next leap, Like, there are definitely vulnerable components of that. Right? And we do wanna be assured success on whatever we do to make it feel safe. Because otherwise, like, it it sucks, and it stings to not meet your own expectations for something you’re doing, especially the thing that feel really important to you from, like, dear to your heart.

But yeah, I think, like, there’s definitely work that can be done effectively to, like, clear those emotions, clear those fears, and then get really resourceful and determined around optimizing for success. And I do feel like there’s more.

I I think that there’s a lot we could do, to create the probability of success. Not necessarily guarantee it, but in the book world, if you have a really good book on a topic that people, like, are actively looking to learn about, Right?

Yeah, you can really kind of, like, feel good about the probability of success there. Right? And just making sure you’re doing the eighty twenty to really, like, drive for that.

But, like, for you, for example, like, if you really wanna feel like you can ensure that success. Right? Like, you can have the outline of the book. You can have the cover design, right, and, like, go to five or ten, like, past clients, colleagues, friends, right, in the space with that audience, like, how does this sound, right, is this something you would, you know, help share with your list, right, like, down the line? You can almost, like, preempt your fear by getting kind of like a verbal confirmation from, you know, the donors of over ten thousand people. Like, what do you share this? Right?

To assuage that beer.

Yeah.

Mhmm. Thank you.

I I have a question for you, Ryan, about I guess, like, where would you go if you want? And I think Jessica, you were saying this. Like, if if we’re going down this journey, We don’t wanna get caught up in the industry of what you experienced. Mhmm. Who who are those people that’s still so new, I find even like where to even start an outline.

Like Google, I’ve I’ve started writing my book, and I’m like, oh my god, I get so lost in that Google doc where I can’t remember where things are, and I’m like brain dumping. And so the process of actually organizing the thinking in a way that’s not great creating work after, like, this continuum of work. That that is so I I feel like for me, the tools to do it right and efficiently of, like, either thumbnails or or index cards or just that would be super helpful because I think a part of the dream of going to somebody else, they could teach you all that is what the hope is to shortcut.

And if there isn’t that an absolute need and the confidence is just in like you said, the doing the words and keeping it organized, in testing with people and maybe having some accountability partners in this group. And then, oh, by the way, when you’re ready, let’s, like, hey, Roy can be the person that says, you know, send to this person, check-in with this person. These are the people that will keep it, initially on the inexpensive side to publish. That would be so helpful for me as like, hey, just take these five steps. Do this?

Yep.

Systemize it like this. And these are the people.

Yeah.

So what I’m hearing is I just the initial part getting started with, like, the outline and the structure is kind of a bit of an obstacle right now. Mhmm.

Yeah. I have a lot of stuff being written out, but it’s the keeping it organized.

Yeah.

So you have it written out. Like, are you confident in the structure element, and that’s just about, like, keeping the pieces organized within it?

Or Yeah.

I have a I have a book outline.

Okay.

But it’s sort of like I like the chapters to almost the index cards. Like, I know that maybe and I’ve been thinking Trello is probably the most visual way of doing it, but maybe there’s a better way of doing it.

Yeah. I mean, trello’s good. I like I mean, you could have columns for each chapter, right, and cards for each components within it.

I’ve used actual, like, cue cards in the past, index cards, sorry, like, literally putting them on a board, right, or on my floor, right, because I have, like, messy floors.

So use what works for you, like, on the last so so when I wrote screenplays, I was a lot more structured because there are more moving pieces. The last two books, right, the structuring to flow are so clear. Right? And, like, what I found was, like, the more I tried to organize, the more overwhelmed and stressed I got, where I felt relaxed and relief is when Google Docs started populating, right, and I had a table of contents and detractors. And each chapter had a very similar structure, right, and how it was presented.

But I felt a lot of my anxiety was disappearing as the thing was actually getting done. Right? So I feel like just even committing to that writing cadence of, like, however many words per day, you feel confident you can accomplish And knowing that in, like, six weeks, you’ll have a certain output that is self organizing. Right? Like, that might feel really good.

Yeah.

Does that does that help? And, I mean, I wish I was, like, more organized myself. I organize as I write, and I know that’s not always, like, the most ideal thing. But, I feel I feel most confident when I see the thing actually getting flushed out.

That’s just how I work. Yeah.

So I I have a thought, and I just I don’t know what you think about this. So page two that was recommended, they’re they’re I mean, I’ve looked at their services and they start at, I think, thirty five thousand dollars.

For, for who?

Page two. Yeah.

Okay.

I haven’t I haven’t gone so far yet as I hope to meet with them at some point, like, just to learn about theirs. But I don’t know if that’s the real cost, but that’s what they sort of shared.

Mhmm.

I was I was actually really blown away by it. I thought the whole you know, hybrid publishing was like maybe fifteen thousand max.

Mhmm. So one thing you can do pretty easily. Right? Like, this is a twenty minute exercise, right, is like, they have all these books on their homepage, you can definitely see how much volume they’re doing.

Yeah, some of these books I definitely recognize. Right? So, like, they’re doing well, like these books, but are those the outliers? And did they succeed despite or because of Right? Like, I think that’s an important part.

Let me see what their services are.

So our team of editors designers project managers and sales and marketing professionals take close attention to detail while giving you full control over every decision.

Yeah. I mean, I’d be really kind of like, H two books are sold around the world both online and in brick and mortar stores, we have a team of a hundred plus sales reps through our distributors.

Post twenty five agents selling translations on our behalf.

Yeah, honestly, like, at that price point, thirty thousand dollars or even ten thousand dollars, like, This is where this is why, like, when I published my second book, I’m like, I don’t care how much I’m losing on Amazon ads right away I’ve saved over ten thousand dollars. I’m just getting it here. Right?

Yeah, I get a lot more excited about saving that money and turning it into, like, real ROI on a real measurable funnel than a, kind of a ambiguous thing they’re doing. Right? We have sales reps that are actively doing this and that, but they’ll never guarantee an output or an outcome out of that. Which has you fill in the gaps of the best possible scenario because, of course, you want the best case scenario.

Right? So it’s like, I I went through a similar process. Right? Like, we have sales reps.

We have connections to all these stores. And, of course, I’m defaulting to the optimistic side of, okay, these sales reps are gonna get my book, and I’m gonna be at an airport flying here, and I’m gonna see it there, and I’m gonna have that moment taking a selfie into airport, being like, my book is here. Right? And, like, this is where the brain and the heart naturally wants to go.

You just don’t have control over that, and they won’t give you a guarantee on that because that’s not how they work, and not every one of their books ends up in a store. Right? And they may or may not give you an accurate percentage of, you know, how many of their clients actually get there.

Yeah, that’s a bit of a judgment call, but, like, my intuition is if it’s a five figure investment, and you can likely create a similar product, the book itself, for you know, under a thousand dollars. Right? And that’s if you hire a really good book cover designer.

I get really excited about having nine thousand dollars of marketing and ad budget on a measurable funnel. That’s just me.

Yeah. I totally agree with you. I mean, you’ve convinced me that while I was already trying to make sense of it in a in a very complicated way. Like, I actually put information in a chat, GBT, and my tell me what these services have in common. And it was like, I don’t know. Like, it was very so if, like, if if it’s complicated at the beginning and then you go down at the contractual agreements stage, like, it gets even more complicated and confusing.

And it just felt like it was dampening the whole you know, opportunity. And then you add in the after manuscript fifteen to eighteen months or something, you know, very long.

Yeah. To me, that’s like the deal breaker. Right? It’s like fifteen to eighteen months is a long time in, like, business terms. Right?

I know.

You have your, like, workshop already done. Right? Like, the workshop you wanna be presenting?

Yeah.

I just got, like, intuitive hit, like, create the book version of that that slides into the, like, we’ll do the workshop together. Right?

Well, and that’s kinda what I was thinking. If I like you said, it’s like the manual that you sell that, hey, you can buy and go and do it your on your own or what if we all did it together? Yeah.

That that is sort of the mini version idea of, like, So and then and then that sort of builds and you get the experience off of just that and you get to make it something that you can have authority on.

You can, like you said, get it out out and out the door, maybe three or four months.

Yep. And it’s part of your product suite. Right? Your fractional work well as your workshop work, it connects with both those opportunities.

Right?

Yeah. And it guarantees that any reader of that is likely going to be the right audience, right, for those higher ticket packages, which is not what you get, right, even bookstore distribution ninety nine point nine percent of people who will work on a Barnes and Noble and, like, browse, like, probably not your ideal market.

Right?

Yep. Yeah.

Yeah. Like, and once again, there are parts of us that really want that experience. Right? I really, really wish I could go to the local bookstore in Montreal that I used to spend so much time in and pull my book off the shelf and be like, look, I did it.

Right? And, like, the price we pay just for that validation is, like, crazy. Right? And marketers definitely prey on that.

But it’s not necessary. Like, you can rank for all the things that you need to rank for on Amazon.

And you can build a funnel that really tracks the KPIs and all the metrics you need to know, like, how much is a reader worth for you? And how much are you willing to spend to acquire a reader and compare the lead quality of that reader with your other lead gen sources.

That’s awesome. Would you be willing to share the people that you worked with on your your book?

Yeah. Totally. I mean, I think there’s only, like, one person because I designed the cover.

I would invest in getting the cover done. Right? Like, second time around. I think this is just part of my own, like, ragey reclamation of, like, like, the publishing industry.

And, yeah, like, playing around with Canvas because it makes me feel more talented than I actually am.

But, yeah, let me just kinda, like, drop you that link here so that I don’t forget because he was awesome. That’s gonna be awesome.

So there are a lot of I mean, it’s fiber. Right? So, obviously, there’s a lot of people who aren’t so great, even with a lot of five star reviews, because I don’t know how they get all those five star reviews, but they do.

But this one guy was really good.

So this name is Damien and let me drop it in chat.

Yep. So he’s in the UK, super professional, once again, like, as far as, like, interior layout and back cover and spine and all that, probably, like, a seven and a half to eight on ten, right, but for fifty five bucks, Canadian, I think.

So Yeah.

That’s crazy. That’s so cool. Night and day differences between your first and your second one and like I know it must have driven you crazy and you mentioned it because, you know, you’re You know, you you love math. You’re in direct response.

So you can see those metrics usually. And you’re like, what’s going on? What can I optimize? What can I optimize?

What’s going on? And then the second one, like, You mentioned it’s nothing wild, but man, I disagree. That’s, like, crazy to see not only when you can break even what your ROI is. You know your LTV going into it.

You know your KPIs, just gonna have to ask anything to see that, like, in the cost, the those margins are wild to say the least. Like, what?

Right. Yeah.

Yep.

Right. That’s exactly it. When you’re familiar with the direct response, like, you just can’t tolerate things that you can’t track. What’s going on? I know this works.

Exactly.

But I’d say, like, that would be the number one reason I would never work with a publisher or hybrid publisher is the double layer of reporting as well as the delay in the cash coming back in to reinvest. Right? I think that that is, like, unacceptable for a marketer. Right? To accept, like, four to five months delay on, like, you sell a book and the revenue from that book comes in.

Yeah. That part ain’t cool. So Yeah.

And this has been, like, so valuable information, Ryan. I can’t even tell you, like, probably saved me time, energy, a struggle. Right? Because I think truth is when you meet with people in this industry, you likely wanna keep some sort of, I don’t know, connection with them, or you feel like I don’t wanna string a law. Like, there’s a whole bunch of emotions I think that really can go down this road that in a way that maybe is unique in its industry.

That it plays on legacy.

And I think you’ve just been like, I I’m grateful that you put this together.

Thanks a lot.

That they prey on the dream. They’re like, we know that they want it, you know.

Yeah. It’s it’s the bias, right, because you just naturally see yourself. Selling millions of copies, and it is possible. Right? But, yeah, I think, like, Yeah. I think I think the self empowered path, right, of just having control over your own marketing and the speed of which it gets out, right, is so vital.

And I’ve seen that case play out a lot, right, the eighteen month delay. And then, like, as an author, as a creator, you sometimes moved on, right, from those ideas and the strategies.

And then when you have to get on podcasts to promote the thing, you wanna talk about something else at that point, right, or your strategies or thinking or best practices have evolved, it’s just, like, weird. So I think, like, the speed of thought moves a lot faster than the speed of traditional publishing. And to me, that’s like a really big, challenge, but Yeah.

So, Rai, one last thing I lead a women’s financial mastery series for about twenty women where we actually go through and so interesting that you have this side brand of yours because I do too. And this is my big struggle I’ve had, and it’s in the same area, which is crazy.

Where we un unlock and untangle all the money messages and issues that have held back women owned particularly their wealth rather than, you know, just pay equity being in its gap of you know, eighty two cents on the dollar. Women in US, single women retire with thirty two cents on the dollar to to the males, save wealth. So it’s kinda like breaking down all that. And I’ve struggled with this too. Like, you seem to have, which I didn’t know about two areas that you’re really kinda like drawn to.

And that has been one for me. And I I love that you’ve done this in a way that makes me helps also helps me realize, like, I felt like I was abandoning that passion of what I love doing in supporting, the conversation around, literacy information and in the and I think there’s a struggle I’ve had around being the one thing that I’ve developed, which I’m excited about, but I’m It’s how to be too excited about two things, and I know that’s not the purpose of a one thing, but it is also great to hear that you have to lives in some cases.

Yeah.

Yeah, it’s such an important point. Right? And in my personal experience, right, like, I’ve had a lot of difficulty abandoning really vital parts of myself. Right? And work that just wants to be created. Like, I have abandoned those for periods of time, and I’ve never felt great about it.

I think, like, yeah, working in sprints has definitely enabled that. Right? Like, I wrote that book with a thousand words a day over fifty five days, published it, right, like, around a holiday season when things were a little bit more quiet on the other biz other side of the business. And now things are kind of, I wouldn’t say passive, right, but not a huge time allocation right now.

I’d say, like, my one recommendation would be, like, you know, choosing the one thing within the one thing. Right? Like, my copywriting work and my client work there and my teaching and training work is pretty streamlined and focused and disciplined.

Same thing with the other books that I create and the companies around them. Like, my men’s book filters really clearly into a Tuesday night men’s circle, right, that I co facilitate.

Like, there’s not a lot of variability around that.

So yeah, it’s like being really disciplined within those lanes, if that makes sense.

Yeah. Totally. I’d love to know your men circle. I I do have a lot of, guy friends who are talking about the need to connect with, like, genuine guys who really wanna, you know, be be present in the way that they didn’t learn, you know, as kids growing up through their There’s there’s, you know, observational parenting styles, but I’d love to know if you’re if you’re sharing that side of what you do.

Yeah. Of course. I’ll be happy to share that. We’ll be reopening, space for that soon.

So, yeah, I’ll give you a ping. Cool. But yeah. I mean, I find it really personally important, right, to make sure that the things that are vital, important to you, have lanes of expression, right, otherwise, just kinda feels shitty and brings a bit of remorse and regret at some point in my view.

So Yep.

Happy to keep the combo going as y’all go deeper into your work, but, probably appreciate the conversation.

Nolan, are you working on a book as well? I didn’t catch that initially.

I am kind of, like, yes. Definitely. It’s in the line. Like, I’m reading where I’m right now about my things.

I’m still trying a hundred percent dialer, and it’s all about, like, behavioral marketing. And I’m reading this book, called. Actually, it’s over there, but it’s called, using the science in behavioral marketing. It’s super fascinating.

It’s, like, exactly the kind of stuff I wanna wanna write about and it’s just, like, every word that I read is just like resonating with me fully. So I’m trying to absorb all the behavioral marketing content I can find out there so I can kinda see what’s going out there, what’s working, and what’s not working.

Mhmm. Awesome.

And there’s actually not like a ton on it.

So it’s it’s kinda fascinating.

Yeah.

Absolutely. Well, I’m here for all all the questions. I’ll go deeper on those paths. And, yeah, thank you for entertaining my cathartic rant, and, hopefully, there’s some useful tidbits within that.

So a ton. A ton.

Cool. Yeah. Thank you, Ryan.

Alright. That’s it. Have a good one. Take care. Yeah.

Please have a good one. Take it easy.