Tag: advanced skills you sell

The High-Class Problem Sell

The High-Class Problem Sell

Transcript

Today is, copywriting lesson, and then that’s followed an AMA that will go until we’re just done talking.

There’s a small group of us today, so no need to, maybe it’s just like a good time if you have, like, something you’re going through that you maybe didn’t want to share with more people or something, which I know happens.

It could be a good time to talk through that today too. So, as usual, be ready to bring any questions that you got any wins to preface them, and that can be any kind of win, just celebrating those good things that happen. This is being recorded. The worksheet for today’s session already went out that went out on Friday. It is the high class problem sell, which I’m really excited about. We’ve used it a couple times. And then I’ll show you the one example for a new page in progress that we’re working on, and how we use it there.

But as usual, yeah, just kind of be with me here, set your intention, just be present, closing down other distractions. If you can, I know life is real and all around us, but, whatever you can do to just kind of ignore your phone for a bit and other, you know, notifications that come in?

Yeah, everybody’s feeling cool. I’m I’m feeling really good today. Awesome. Okay. So open up that work If you haven’t already, got it open.

I will only share my screen if you don’t know what worksheet I’m talking about. Because what I’m going to do today is, a little different format that we’re trying for our training now which so far I quite like, but I’ve never done it live. And I have never done it one live, two unsupported by somebody on my team who can, like, talk and fill in the gaps while I’m like, oh, no. The text’s broken. So we’re just gonna try it here today, and see what happens.

But yeah. So the context for this is, you’ve got. I mean, we have so many ways to try to get into stories, into the argument that we wanna make when we’re writing copy.

Lots of different things that you can do but sometimes when it comes down to it and you’re actually writing the page or writing the email, I find that things can feel boring and repetitive pretty fast, not for your right not for your reader necessarily, but for you as a copywriter, I mean, we do data driven things and use better practices and frameworks, etcetera, but it can be tedious sometimes when it’s like a rule of three. So you’re always hitting three points in a row and it’s just like, kinda wanna break out of it. So that’s how I feel about it. The longer you write copy, the more likely you are to feel that way too.

If if this isn’t resonating, stick around. It’s going to eventually. So I like finding and identifying, and I’m sure you do too, identifying little new ways to attack parts of pages in particular. So what I’m gonna show you today is from a long form sales page, I first saw it on someone else’s long form sales page.

I wanna say a bazillion years ago, but it could have been last year. It all blends into one now. And I was really I was really interested it. So I kinda broke it apart and tried to reverse engineer what they were doing.

Tried it in a sales email for our freelancing school, promotion over the Black Friday weekend.

And, yeah, I’m feeling kinda cool about how it could be an unlock for you when you’re stuck. So, I’m going to share Just half a second while I choose the right one.

Okay.

Cool. So you should be seeing my iPad now.

Oh, are you?

Yeah.

Fancy.

I’ve just never shared my iPad before. So, but this is where we’re going to be working today. So This is an example of the opening of that that sales page that we’re working on for copy school pro. So you set up a big promise, like big.

The bigger, the better, and it doesn’t have to be a promise necessarily as in we promise you’ll get this. But something that’s really going to grab their tension. So really thinking about your audience and what they’re trying, what they most want. And that’s where on the worksheet, we have the, what’s really good about this is I can use three monitors now, which is cool.

We’ve got good outcome and then a high class problem. So we often talk about the good outcomes that people have. And these are good outcomes. These here are good outcomes that you might be looking for.

Right? It’s not a promise because it’s in the first person in quotation marks, which, of course, as anybody who has taken any of my training knows, unless I feel like I’m saying it all the time, but maybe I’m not, first person headlines in quotation marks are my favorite across the board. So how I, big thing, big thing, big thing, ending with the big thing, and then and then overcoming an objection right here.

But don’t you need a lot of money that, etcetera. So with the fifty thousand dollar ad budget, which is basically nothing. Okay. So we’re capturing their attention.

I’m not this doesn’t mean it’s ADA. I know as soon as I hear its attention, doesn’t mean it’s ADA. It might be though. But we’re gonna break it really fast.

So don’t try to look too hard for a framework here yet. Okay. Then we get into kind of something a little bit old school. So that is this.

Step one is opening up this idea that there will be something that follows later, a step two. So a small, not curiosity gap, but like an open loop. Right? There’s more to come.

This is just the first step, even if you forget that later. The point is not that you’re waiting around for step two, but it’s an interesting way to start, opening up that attention into something more kind of like a little more intrigue.

Re time, really old school. You don’t have to do any of this stuff for the framework that I’m teaching you or the cell that I’m teaching you today to work. I’m just walking you through kind of the decisions that were made here.

From the desk of, again, old school. I do like old school, founder of copy hackers, grader of copy school, inventor of conversion copywriting, and this is an important thing, mother of kittens, just because what we’re about to get into, we need to set a tone. So far, the tone is kind of bro y. Right? Like, look at all the, you know, money you can make and crap like that. And that can feel a little bit weird.

The tone can be a little bit. We have to make what I’m trying to do here is set it up so that we can have a little bit of fun going forward because this framework, as I’ve used it, has been about tapping into, like, a little bit of fun. The high class problem cell is, like, we’re going to talk about some high class problems And if you make it sound like a problem, that’s not gonna work. Right? Like, that’s the bad thing we don’t want to do.

Okay. So I’m just gonna pop over to the next one. So then we get into the next part of the page.

So we set set up this big cool thing that you can do. Oh, Sorry here. Let me just go back to this. So it opens with so I’m guessing this isn’t the first time you’ve landed on this isn’t the first page you’ve landed on with big promises and enticing numbers.

And I’ll get to that in a second, but let me ask you a question. Do you actually want to? And this really means you could have put almost anything before this part. So I’ll get to that in a second is like, again, you could have done anything before that.

Accept what follows here in these bullets that are about to follow down here is we’re basically building on that cool outcome. So let’s say your cool outcome that you’re trying to hook somebody with is you’re gonna land a thousand customers in a month. You’re gonna land a thousand thousand dollar customers in a month. Really big, really desirable thing that they want that would, attract their attention.

And then from there, we’re going to find that less desirable outcome of that thing, the high class problem. So again, it could be anything to open.

But we want the bullets that follow the good outcomes and then the high class problems, to speak to that thing that just hooked them. So we have, and I’ll get to that in a second, but let me ask you a question. Do you actually want to? Then we have good outcome, Deliver World class copy.

Number one thing. It’s gonna be short in, like, actual length because we’re trying to pull them in. So a short bullet most of the sentences are short at this point. As you can see, they all end here.

Make lots of money for your clients or team and also for yourself good outcome. Cool. And now we start getting into the high class problems associated with those good outcomes, and we spend more time on them because we’re having more fun with it. We’re just kind of like enjoying our time talking to our prospect about the things they want being frankly as we’re about to see similar to the things that, we want.

So do you actually want to have super smart people ping you late at night when they’ve needed, when they need to crack a conversion problem when you become their go to copywriter? That’s a high class problem. You just got a ping in the middle of the night, but it’s pretty solid because someone cool is asking you for help and they trust you a lot. Do you really want to?

Do you actually want to go through life with a sense of guilt that everything is falling into your lap and you haven’t had to toil in the coal mine or perform open heart surgery after building years of schooling to get it? Wanna get so good at selling products that jealous people begin whispering about you and you have to start hanging out with a whole new crew of high achieving nerds? These are high class problems. And the reality is your prospect should want them.

Right? So then we say great. Then you and I want the same things, and then you continue on telling the rest of the story and still building on the stuff that you did. Although I can’t help you with another high class problem, which is the anxiety that overachievement brings or an outcome of a high class problem recommend a marriage counselor for when you spend half your summer texting with a network of smart people who’ve sought you and your genius out.

I can do these things, and then you get into what those things are, and that’s what we’re really here to talk about. But you’re capturing their tension with this like unexpected outcome.

And it’s not just the usual good news, good news, good news, life is always gonna get better as you get better and the levels are higher. Life is like way better. There’s real problems that are gonna come with it, but we’re not positioning them as problem problems. Just as a high class problem. Does this make sense?

Can you imagine how you might use this in your work?

Potentially? Okay. Cool.

So I’ll stop sharing that part and then just quickly walk through the worksheet.

So that you’ve got it. Okay. So the high class problems sell, as always, the worksheet and lesson will help you find a new way into writing about comes so that new way in particularly if you’re bored, but also if you just wanna try something else. Write sales emails or sales pages with that What you wanna do is list out your good outcomes and then the high class problem that comes with it. And this is the framework effectively, bit of a template for you to use. Cool.

Have what you need to use it. Alright. I’m not gonna make you. We can go through and do an exercise if you’d like to try it out. Otherwise, we can just kind of hop into question time or talking time.

Good talking time. Does anybody have any questions they wanna bring to the table today?

Everyone’s quiet.

Do you wanna do this as an exercise?

Go right for something? Okay. I think that’s a good use of time. So what I would love for you to do if you have a productized service, if you have a package of some kind, anything that you already have pre written copy for. So ideally not for a new campaign or something.

Anything that you might have on your site today or that you wish you had on your site today?

I would like you to take the next ten minutes to come up with the good outcomes and the high class problems and then try to fill this part in.

Doable?

Okay. Cool. I’m gonna stop sharing.

And then be sure to come off mute if you have any questions as going through it, and we’ll be back in ten minutes.

Joe, can I ask a quick question?

Love it. Yes.

I’m really I really struggle with ten saying. Right? It’s just my thing.

Like, am I am I writing it, like, in the future terms as or, like, am I writing it as if it’s happening or so it’s do you actually want to in the future?

Yes. So do you actually want to but it’s still written in the present tense. Deliver, not will deliver. So deliver world class copy. Do you actually want to And then it’ll just follow in, I guess, the imperative, really, because it’s just two. Does that make sense?

Yeah. It’s just my noob thing. Like, this is why I can’t write fiction because I struggle with Ted’s sake. That no.

That’s like Latin. Did you take Latin in school?

No.

Oh, okay. That messed me up for some things. So when I when people struggle with these things, I’m like, oh, you probably took Latin. So yeah, this is just like, do you actually want to, and then these are all just present tense. Do you want to have a call that sort of thing. Right? Just happening right now.

Yeah. Okay. Thanks, Jay. Sure.

Alright. Should we talk about that’s how to go?

Any luck?

Did it suck? Was it awesome? Is it hard? Did you get anywhere?

That was fun. I liked it.

Okay. What’d you work on, Abby?

I did for my day one evergreen package.

And, yeah, what I like about it is because, I find myself, like, using the same kind of messaging it with different clients like this kind of like, you can make more money. You can make six figures, and it’s starting to feel, like, quite stale. So I like the the high problem approach is a farmer around that, and I feel like it really boosts credibility because you’re not just saying, like, this is how awesome, like, life is. It’s like. Yeah. Yeah, take them out. So, yeah, I really enjoyed it.

Okay. Cool. That’s wicked. That’s how I feel about it too. Like, it’s just a more interesting way to position of good outcome?

Yeah. Yeah. Cool. Everybody else needs them any anything that didn’t feel that good or, like, you’re not it’s not clicking.

It wouldn’t work for you maybe.

I like that it’s very fresh, but it feels a little bit it feels a little bit exaggerated to me.

It feels a little bit Oh, yeah.

It’s on the sales. Page.

It’s gonna be a little. I hear you there. So what would you what how would you modify it?

Any idea?

Well, I mean, the the goals that I have are are more immediate goals. But the tone feels a little bit of still feels a little bit much even though the actual things I’m writing about are realistic.

Okay. Can you read yours and just share so we can hear what that sounds like?

Yeah. So I am looking at the, the service page I have for, PVC.

So Google Landing Pages and, social ads. So I wrote do you actually want to watch your pipeline fill up with qualified leads effortlessly?

Capture all of the great top of funnel demand your social media. Is generating, become so efficient at attracting new leads that AEs are so overwhelmed with demos that they tell you to slow down the campaign so they can focus on the lead they have and attract so many good opportunities that you actually cringe when influencers cry about pmax ridiculously broad, broad campaigns, and Google’s ever changing algorithm on LinkedIn over and over again.

But the tone, the tone still feels off to me even though those are like very realistic. Things.

Okay. What feels off to you? I guess I wonder as, like, for me, I I heard it and I was like, cool. That sounds dope. That sounds like Yeah. Who wouldn’t react well to that?

Some won’t. Some won’t. But usually, those are the people who are just like I I won’t I won’t think about those ones as much as the people who are like, yeah, I’d like to have that problem, you know, and you’re like really getting there, but how did everybody else feel when you were hearing it?

Any notes for Naomi?

I thought it was really cool. I liked it. Yeah. I didn’t feel like the tone was off. I mean, obviously, I don’t know what you’re going for, like, generally with your tone, but, yeah, I thought it was cool.

Okay. Yeah.

I didn’t feel like the tone pull up either, but yeah, again, same as Abby, but the tone didn’t seem like off to me for off footing.

And I know it can feel like a certain audience, your audience, Naomi, wouldn’t respond well to that, and you may absolutely be right. I would just be curious to test it out, give it a shot, see if they do.

Yeah.

Cool. Awesome. Anyone else wanna share?

Yeah. I’ll share mine. I’ll be. I’ll be able to get feedback on it. Okay. Cool.

It’s a bit it’s obviously a bad fish drop. Okay.

But let me ask you a question. Do you actually want to wake up to sales every day, automate your entire sales process? Miss out on the I mean, Rausch, you usually get when you get a sales notification because it happens so darn frequently that the sensible thing to do is to turn stripe notifications off altogether.

Stop having those indulgent. Ugh, it’s just so stressful conversations with fellow course creators because you’ve hopped off the live launch roller coaster and are now making launch size revenue while on vacation.

Having awkward tail between your legs conversation with your SSO when they ask why you spent twenty k on ads this month and you have to loan that you turned that twenty k into two hundred and twenty k, and now you’d like to buy a vacation rental five minutes down the road from the end loss.

It’s fun. That’s fun. Those are some high class problems to have to have that awkward conversation anyway.

I just can’t relate to the last point about moving close to your in laws. But other than that, it was so infuriating that you’re that good at writing copy that quickly, which I always tell you that.

That’s awesome. Yeah. It really does it was what I liked was. It was so great about qualifying who she’s speaking to. It’s ridiculous.

I mean, if you can’t relate to that, you’re gone and Yeah.

It’s a good side effect. Right? Like, all of these other outcomes of that. That’s really a really good point.

Yeah. Thanks, Jessica.

And you can tell you had fun writing it. It doesn’t sound like it was a slog or you, like, it gets I think it’s exciting. Yeah.

Yeah.

I think that it’s, like, it’s a fun framework to use. It’s, like, nice to to deviate from, like, the usual, like, I just always use PAS.

So Yes. Same. Yeah. Cool. Anyone else wanna share? Jessica?

Yeah. Let me follow Abby.

Jessica.

No. I honestly I mean, I could It was for my seasonal sale thing, which I think you know I’m fleshing out to turn from a what used to be a productized service like thing to a signature.

So I and actually I get I don’t know if this is I think where I struggle is the whole dream state because I feel like I haven’t confirmed this desire for a e commerce client yet. That they really see the connection between. No. No. You can really double your, you can increase your sales for your seasonal sale. But at the same time, you can be creating these long term relationships.

And so it kind of I think that’s where I struggle. So, I mean, I can read you parts of it, but it you know, it’s nowhere near what Abby’s is and it’s partial as per usual with me. Jessica.

Read the whole m thing.

We wanna hear get to that.

Do you actually want to double your next seasonal sale revenue? See a massive increase in LTV over the next? Whatever months, clear out your inventory and have to work quickly with your team to figure shit out. Provide on-site therapy because your team dressing out and worried they can’t get orders out on time, which will inevitably lead to unhappy customers.

And that’s as far as I got.

Cool.

Took a little extra negative on the last one there. It wouldn’t pull back on that one a bit, but no. It was good.

It’s yeah. Just make sure it stays a high class problem. Like Okay. Well, yeah. Like, my diamond shoes are too tight. That’s gotta be the effect. Right?

So yeah.

Okay.

Cool. Cool. Love it. Jessica, you did that so fast. Really?

Oh, thank you. I’m always asking I’m begging Abby for tutorials on how to be fast. That’s what I wanna know.

You just did it.

Nice.

Nice. Cool. Anyone else?

I won’t put you on the spot by calling on you, but I’m probably looking at you.

No one.

Alright. Alright, Katie. Welcome to the crew. You just missed the the tutorial there, but you’ll get the replay after. So I think it I think we had fun with it.

So yeah. Now, if anybody has any questions or wants to talk shop, what are you going through right now? What should you be working on that you’re not that we can help, like, unlock? Jillian.

Okay. I have well, I’ll start with a win. It’s not a money win. I guess I shared that in Slack recently, but my current win is that, I’ve been severely low in iron for like my whole life and didn’t know it.

So I was like this year I’ve been like fainting and like feeling really dizzy and I’m finally back a normal iron level. So it means I can exercise again, which is life changing. So I wasn’t really able to exercise this past year. But it really helps with, like, energy and productivity.

And it’s really Yes. Exciting. So I was going to use it in Doing a lot of stuff.

Congrats. That’s amazing. Yes.

So that’s why I win.

Coming with a little more energy.

Huge. Energy is everything. Yes.

Everything. Yeah.

So on that note, my question is maybe a bit unwieldy, but as I mentioned, I’m like I was going through your training again from a couple weeks ago.

Started watching Shane’s training.

And I’m thinking about, like, the brand also reading PenX is easier than two x, and so I just feel like I have a lot of ideas. Swirling and kinda wanted to like throw them out there and just like get some thoughts.

So I’m focusing on pricing pages, which is a new, you know, I haven’t worked in SaaS that much. I worked with a lot of different companies on websites, a little bit of SaaS that like kind of across the board. So I’m trying to figure out how to balance, like, my current client, and so I do websites with who are not SaaS primarily, and still have, like, my website is geared towards that. I kinda wanna put up a different website so that I can still serve my current customers in the meantime and not be like out money and just, you know, diving into this new thing. Yeah. So the idea that I have is, like, I know you said the brand really starts with, like, your opinion and your viewpoint, which I feel like I’m still developing, but I have, like, a general idea since no one’s really talking about pricing pages yet, which is that like everyone’s kinda missing the point. Of the pricing page, like, they’re all doing it wrong, basically.

And that’s, like, very general. There’s more that goes into it, but the the name that I have or the idea for, like, a book and a podcast and maybe, like, my site, I’m wondering if they can all be the same, is, like, the pricing point. I’m talking about how I don’t know if that’s, like, even a good title or not, but that’s the idea that I’ve been working with. Okay.

Just like, yeah, talking about how everyone’s missing the point, and like they’re all treating it like, you know, they’re putting so much time into their other pages and optimizing, and then they get to the pricing point and it’s just like they get to the pricing page and everything just deflates. Like, that’s the point of the sale, and it’s like, you know, very matter of fact. Here’s the even big brands, like even huge companies they look at are doing this. I think they’re all kinda dropping the ball at that point.

When it should be like the height of excitement value and, like, it’s the most critical point. Yeah. Absolutely. I know it’s a big I’m like rambling now, but, like, I’m just wondering if, like, Should I go in this direction? Because I’m, like, wanting to start doing this stuff, but I just, like, wanna know if that makes sense if it’s, like, on the right track to start with.

Okay.

I’ll jump in first and anybody who would like to add anything.

I’m so happy that you’re doing this, Jillian. Like, I know I’ve expressed that to you, but men, there’s nothing but room out there for this. And it’s it’s like, that’s it’s the money page. Right? Like, it seems like such an easy sell once you start raising awareness for the problem.

Sounds like you understand what your point of view is. I know you said it’s developing, but it’s like y’all are doing it wrong. Like, that’s a good place to start. Right?

Especially since it’s, like such a blue ocean still. There’s not that much competition out there. So I think it’s safe to go with something big like you’re doing it all wrong. Like, full stop.

That’s it. Like, you’re I’m you’re gonna need a lot of help, and I can help you with that. It leaves a lot of room for you to have thought leadership, and to say contrary in things or to, like, make them aware of things that they hadn’t had any clue about, which is always good for, you know, likes on so and comments and things like that. So the pricing point, how did you get to that name?

I don’t know. How do we get to anything?

There. I think it like came to me first. I also thought the URL was available. Also it kind of like ties into this whole thing of like like maybe I can say what the point is. Like, everyone’s missing the point. Like, they think the point is this, but the point is really this.

And also, like, Yeah. I don’t know. That was kind of the the main. And it seemed like kinda short and Yes. It’s not gonna be a subhead.

Like, if it was a book, there’d be like a subhead of I don’t know what that is yet, but Yep.

Totally agree. Yeah.

Yeah.

I think great. And it does, like Jessica chatted out.

Leaves a lot of room for expansion.

Yeah, and you can speak to value, like, what the actual point of pricing is. Right? And those are bigger conversations that are really intriguing. Yeah.

Everyone loves it.

Yeah.

Who else wants to share thoughts with Jillian?

Can I can I offer a, perspective? Sure.

When it comes to SAS, you should keep in mind that there are a lot of very complicated SaaS products that don’t have a pricing page because a lot of that happens in sales negotiation.

Because a lot of times they have to customize the software to fit the solution.

And it doesn’t necessarily have to be like a fifty thousand dollar software product. It happens at lower pricing points too, and a lot of companies choose not to put pricing anywhere on the website because either they’ve tested it or they believe that adding the pricing will increase the, or will reduce conversion rate, regardless of whether that’s true or not. That’s what a lot of companies think. And it may be true on desktop versus mobile or the reverse.

So I would make I think that it would be worth while to expand the conversation, they use because they they usually have a plans page that just doesn’t have pricing on it and it goes through like what you would get with the enterprise suite versus the mid tier versus the small, mini business tier. So I would make sure to not leave them out of the conversation.

Because there are a lot of companies that fit into that category, and your point can still be relevant. It would just have to be adapted to a much more business mindset.

Well, and I think that that’s a fair point. I think it does speak to the need to just identify who that audience is.

I think the SaaS that you’re talking about, Jillian, are people who have Who have.

Have a debt that says pricing in the nav of which there are bajillion so versus people who have sales teams. So we’re talking more people who are product led growth and are likely to have pricing pages at some point that they, and usually, visitor facing ones, and then behind the scenes.

Post use post activation ones. Yeah. Is that accurate, Jillian?

Yeah. That makes that makes sense. But, yeah, it’s a great point, Naomi.

Thanks for thanks for Yeah.

There’s a huge market. SaaS is enormous, obviously.

So it’s just really identifying. Okay. These are although it can be useful to get the enterprises that don’t have pricing pages, it’s just like anybody who doesn’t have copy. It’s really I can’t do much for you.

Like, you’re gonna need to believe in copy or else. It’s like, I can’t sell you copy school, and you can’t sell a person without a pricing page. Pricing page insights. So cool.

Yeah. Awesome. Okay. Anybody else wanna share?

With Jillian or feedback on what Jillian’s working on.

Nope. Awesome.

Jillian, you feeling good?

Yeah. I love that.

It’s like a book cover.

Yeah. And it gives it fine to have, like, you know, a, like, a book, like, if it was a book and a podcast, and, like, even the site, like, just have it all have the same name, like, even where I’m selling my services, keep the same name for everything.

That’s I mean, g n Claire did that with forget the funnel. Yeah. Everything is forget the funnel.

And I mean, juries out. It’s they’re doing, like, a bad ass business. So I would say it’s probably, like, a good Studiesing that story brand, same thing.

Mhmm.

Yeah. So probably okay. A thing to overthink at least.

Okay. I well, I got the URL for it, so I think it’ll just, like, start and I can keep my current site, like, with my current customers.

And kind of start doing the new thing at the new place.

Yeah. Totally. Totally. Cool.

Oh, thanks everyone.

Thanks. Thanks for sharing a nice win.

Excellent. Life changing.

I mean, energy for real though. Like, I have a new energy going with some life changes that I’ve made too, and it’s like energy. It’s a good thing. It changes everything. So that’s cool.

Anybody else wanna share what they’re working on or going through or struggles? Esther Grace.

Hey. Can everyone hear me?

Yep.

Okay. Awesome. So a win. I shared this in channel already, but copy hack is closed. Still excited about that.

Well done.

Thank you. And okay. So I need help with lead generation.

So I’ve nailed down my ideal clients, my customer avatar, all of that.

My offer, even a bit of the delivery system, But right now, I really just want to get on more sales calls.

So I realized last week that I love sales calls. So I did resales calls in the past two weeks. And just those three made me feel so energized about my business. I’m like, this is awesome.

Like, I love talking to these people and selling them on what I on what I do. So where I am right now is I’m also, like, couple of us here. I’m also reading ten x is easier than two x. So I’m not creating any plans to just gradually increase revenue from year to year.

Like, this was one of the thing, Joe, I think you talked about during the CSP info session. About want to be a copywriter who’s gradually increasing revenue from year to year and then in five, ten years before you hit, like, five hundred k. You want to be the one that just ten x is essentially. So that’s kind of where my mindset is now.

It’s more of how do I get this new offer, this new system that I’m building to generate one m in revenue in the next twelve months. And I actually ran the numbers, and I realized it’s actually very possible.

Okay.

It would just take, like, two clients with a high retainer fee and a performance based assistance.

It’s email marketing, so I can do performance basis as well and track everything. So it would literally say two clients if I was going to work on it solo. But if I was building a small team, then I can take on even more. So just running those numbers made me realize how possible it is for me. And so now it’s just like, okay. How do I get on those sales calls to book those two major clients that are going to bring in the revenue.

So what are you doing for lead gen right now? What’s top on your list?

So right now, I’ve been doing a lot of warm outreach. So just people I know asking for referrals, The the that has been my most active lead gen method. So it’s like being in groups, responding to messages, networking, pretty much.

Thought about cold outreach because I’m also still doing my authority building, like, systems. I’m still doing all of that, but I’m like, okay. I still want to get those leads, like, in the next one thirty days, thirty, sixty days. So I’m trying to do some more active, outreach methods as well. So that’s pretty much where I am.

Okay. So how many people are you reaching out to? A day for the warm leads. Let’s pause cold. We’ll ask that next, but warm leads, how many a day?

About two a day. K.

Do you think that’s enough?

About ten people.

Yeah.

Yeah. And so it’s a numbers game. Right? Like, There’s the two. There’s several ways you can go about this. One part is authority building stuff with content that you put out there all the time and then bigger content, and that can feel like a long game. It doesn’t have to be, but it also is a long game too.

Then we’re talking warm leads and cold outreach. So outreach to warm and outreach to cold. It’s good to do both.

But the more you have to do a lot of Right? Like, this is you’re reaching out to people, and you have to hit them right and at the right moment. So It’s a numbers game. So if you’re just doing two a day, what’s stopping you from doing twenty a day?

Oh, so the warm outreach, I just don’t know that many people.

That’s what you think. You don’t know that many people. But I would say really, like, think through everybody that you know and that they know. And I know that can feel like, oh, aren’t I getting in people’s way? I mean, you’re an entrepreneur and this is part of the job. If if your goal is get more leads in because you wanna get to a million dollars a year.

You have got to earn what you want, and that’s how you earn it. It’s hard. It’s hard, but you pick up the phone or you send the email, and but you have to do a lot of it, like, a lot a lot.

Like, an uncomfortable amount. And this is where some people, when they have, like, partners, and they’re both invested in it. That can, like, you spread the job out across two people, which is why a lot of people end up building companies together because it’s a lot of quantity, quantity, quantity, and then there’s the cold outreach. And it’s a doable thing.

People do it all the time. Don’t do it. That’s because I didn’t have to do it. But if I had to do it, it would be a matter of, like, go a hundred a day.

And this is like figure out, you’ve said you’ve you’ve run the numbers. So if What’s your close rate right now? Do you happen to know what it is when you get someone on a call? How many people close out of ten?

So I haven’t had that many sales calls.

That’s the problem with Okay.

Yeah. That was right. Yeah.

So getting in leads, so you wanna make sure that you’re getting these leads into a sales process that isn’t just going to, like, burn up all of these people that you spoke with. But you’re energized about them when you actually get to talk to them and have that sales call.

Make sure you’re running that right. So we have that Huka, sales call training this Wednesday, attend it. Take notes. It’s smart.

And it’s an hour to fucking nail this stuff. So attend that.

And then it’s if you’re gonna do leads, cold outreach and warm, the numbers game, get up every morning, put it in your calendar, do it when you have energy, do the hard thing, personalize the cold stuff, obvious we’ve got that training in copy school dot copy hackers dot com.

But it’s it’s an because it’s a numbers game, if you get one and one hundred people to hop on a call with you.

You gotta, like, that’s why you have to do. A hundred of them a day. You can’t do two a day. It’s not gonna lead to anything except for frustration.

And you’re like, nothing works. No. It it can work, but it’s you have to do Does that make sense? So what I would like you to do is put together, like, a list of warm outreach and cold that you can do, like, give yourself a a to do list of every single day.

I’m going to reach out to five people I know and fifty people I don’t know every morning without fail. And if you can get in that habit, which you have to get. This is your job. You have to get in that habit.

Then you can start to see the needle move, and then you’ll be more inspired to go like, okay. Well, if I’m doing fifty cold outreach, cold attempts a day, And it’s bringing in four people.

If I double it to a hundred, now I’ve got eight, and that’s a lot better to deal with, and you’re gonna get so much better at cold outreach that you can outsource it to a VA because you’ll have it nailed down what to say, how to say it, how to get people onto that call, how to get them to show up, Like, all these reps, all this practice work is the stuff that’ll get you there. But two reps, and you expect you’re gonna, like, build muscle, I lifted the weight twice.

It’s gonna take a little more than that. But you’re doing it. Just do more of it.

Yeah.

And would you see those are the, like, two main, like, lead gen strategies? Or is there anything I’m missing besides those two of an authority?

Oh, yeah.

No. There’s more. It depends if you have money to spend. If you’ve got money to spend, there’s lots of other things you can do. And it doesn’t have to be a lot, but you have to have, like, fifty bucks a day to spend boost things to hire people to do the work for you, stuff like that. I would say start there. Start getting traction.

There. Your immediate network is the place to go first. The people you know that you’re just not thinking of how to really go after them, and then it’s follow-up. As well without saying the word follow-up.

Like, it’s it’s, hey, I talked to my cousin who has a skin care who works at a skin care company. I talked to her one time about it. Okay. Well, now you have to go back and talk to her again.

And again, and wear her down. She’s your cousin. She’s gotta give you work, and that’s just the way it is.

But really it’s like quantity.

More and more and more if you’re still trying to build up leads. If you had and I sit and still do all your authority building stuff as to grace, you’re, like, all of these things work together. Have you read hundred million dollar leads by Hormoza?

That’s next on my list. Yeah.

I was planning to read It’s really practical, like super practical.

And it comes with a bit of a course as well. So check that out, but it really will come down to quantity. Yeah. Cool. Anybody got any notes? For Esther Grace based on what you have done to get leads.

In person networking, going to things. But, like, every single thing you do, you need to do intentionally. Like, I know people who have gone to networking events and they kinda just stand at a table.

It’s like, no. No. No. No. No. You have to work it. You gotta, like, get in there and say hi.

And like, have a pitch ready to go, like, be able to open. So there’s opening and then there’s closing. Right? And so a lot of people suck at the open part.

Maybe you’re okay with closing, but all we’re talking about to get leads is like constantly opening.

So being able to go to a networking event event that’s possible and and do the open. Be ready to start asking questions about their business and Sounds like you’re working on x, y, or z. I do that too. Do you think would it make sense for us to have a talk about this?

Like, should we book a call? Like, be ready to to get moving on something, not just like, oh, cool. And, like, falling into the friend zone, which can happen a lot. So just, like, everything you do, be intentional about what you’re gonna do with it.

Katie also said the five day five k challenge. Totally. It’s, it’s still available.

Yes. So take that too, but don’t just do it once a month. Do it every five days. Yeah. Cool.

Jessica, do you wanna say that out loud?

I was just gonna say Abby wrote a blog post and did a tutorial on utilizing Facebook groups And I know she, of course, has had huge success with it, but I know other people have too applying what she taught. So I don’t know if where your audience is, but can’t hurt.

Mhmm. Yeah. Absolutely.

Love it.

I think I’ve read the post op yet.

I think I told you about it.

Yeah. Yeah. There’s the her tutorial is, pinned to the top of our YouTube channel right now over on. On YouTube. So check it out.

It’s great. Perfect. Okay. Good luck, Esther Grace. Set a goal too. How many warm, how many cold, you’re gonna do a day, and how many you need to get in booked calls every week.

And then post, follow-up in slack when you get those wins, just let people know, like, and my goal was four bookings this week, and I got five. And, like, make that happen. You can. Cool.

Anybody else have anything else? Thanks, Esther Grace. Any questions or anything you wanna share with others?

Hi. One question. Yeah.

Well, I have lots of questions, but, I will start with the most relevant one. So I was approached by a, sorry, I spoke in an event, about a few weeks ago. And so afterwards I was approached by a marketing agency, and it seemed I really feel like marketing agencies are an ideal source, an ideal client because They’re focused specifically on demand gen. They don’t have to answer to a CMO or to upper leadership quite in the same way that somebody who works in house would.

And they’re very data driven. And they tend not to be creatives. So they tend not to provide as much pushback, as somebody who works in house. So anyway, I had a call with the, with a guy again today, and we agreed on a to start with, like, a social ad, for more top of funnel work.

And what I ended up doing this time around, which is different than what I did last time around, last time around, I sold a company just like a bank of ours. And this time, I gave him a pricing page and I said, okay, a set of ads is this much, and a landing page is this much, And then so I’m gonna send him a proposal. We’ll sign the proposal, and then he can just add whatever he needs as he goes, and then at the end of the month, I’ll send the invoice to HR to accounts receivable, and then I’ll be able to bill them. But I’m wondering there’s anything I because I feel like this is such an ideal client, if there’s something I’m missing out on that I could be doing to make it easier for them or to increase the amount that they would get from me from the beginning and that initial conversation.

Whether that’s like, should I expect them to say, oh, well, you should get at least this amount, to increase the amount that they would get from me, or would that be a little bit too aggressive because they sort of get projects rolling in as they come? I’m not sure exactly.

What they’re working on, it could be a little bit too demanding for them right at the outset. So I’m wondering if there’s something I’m missing out on that I should have done and could do hopefully next time.

Yeah. Cool. Who’s working with agencies? Who has been through what Naomi’s going through? Nobody subcontracts?

I used to, but I’ve just always do it on a day. Right? So I can’t I don’t really know how to haven’t got anything to give. I’m afraid.

So what did you do? Why did you choose to do a day rate or why did they like a day rate? What was the reasoning there?

Well, actually, now that I think about it, I don’t think I told them it was a date. Right? I think I just priced it in my mind. It was, like, lead gen like, I’ve done a few. I did for a lead gen funnel.

Oh, like a lead gen agency, like, a few emails and stuff for a, SaaS company. So I’d yeah. I was like, oh, I’ll just it was always gonna be, like, fifteen hundred or whatever, for the emails. But in my head, I was like, okay. I’m booking myself for VIP to do those. And then I did the same thing with, like, course agency as well.

But, yeah, that’s I mean, that’s just because at the time, I really liked the IP days.

Yeah. Okay. That’s fair. But they responded well to it as a day rate. Did you did they ever know it was a day rate? Did you tell them that?

I don’t even think so. I just, like, they just didn’t really seem to care. They were just like, okay, like, we need you to do this. What does it cost? And that was kind of it.

Yeah. Okay.

But, like, every time they need like, did you work with them multiple times? And every time they needed you, they booked a day rate.

No. They just said, can you do these, emails or whatever? And I was like, yeah, sure. And then booked myself in as, like, a day and build them the same.

So I was just kinda like, if I I would always say yes. I was just at a time in my life where if I was, I would be happy to give up a Sunday for, like, the extra money. So I’ll just be like, sure. Yeah.

I’ll do it.

Yeah. Okay. Yeah. I’m wondering about I’ll go ahead, Naomi.

The difference in these kind of agencies are specifically working on Google and social. They’re demand gen agencies, or or it’s usually either Google, or Google and social or LinkedIn.

So it could be like the ads aren’t working. It’s time to refresh the or we want to start a new campaign for this specific persona, or we have a new ABM approach that we want to do, and so we need copy but they don’t necessarily know when they’re gonna need those ads or when they’re gonna want to improve the landing page because it depends on how the campaign performs. And so there’s a level of unpredictability, and which is good to have work rolling in. Like a lot for most of my clients, I’ll have work coming in on a rolling basis.

And I think that having something that’s not connected to ours is definitely more efficient, but I I don’t think that possible to be efficient to the point where I can say like, okay, I can do this within a day.

Yeah. No. I mean, I know, like, some summer, she used to do, like, credits. I think, like, someone was talking about this in Slack today, but, so she would have, like, kind of a menu of what each credit can buy, and then the credits roll over if they weren’t used in, like, the month. So it was kind of like a retainer y type thing.

So she’d get paid, like, every month they’d buy, like, two credits or whatever.

So they would have to commit to a certain number of credits?

Yeah. Yeah. But then they could rush. She would let them roll over So if they only used one, she’d be like, okay, that’s fine. We can use it next month. If next month, you have, like, more clients. So that kept the client happy, but also had that kind of security of a retainer for her.

Yeah. I mean, to me, it’s kind of tricky because every time you work for an agency and they have multiple clients, you have to learn new things about each client in order to write for them. Right? So it’s like you’re taking on a new client every time. Even if you redo and you work for the same client effectively a month later, whatever.

But it’s still it’s a lot of, like, learning time.

Have you experienced that Naomi?

That it is.

I’m, like, Yeah. This is the first agency that I’ve Oh, okay.

Okay. Cool. So and that’s where it’s tricky with credits. We had our credit based agency years ago called Snap that Leanna and James now have.

And it was it was good in some ways, but you do have to spend time thus spend a credit on, like, learning a thing. Like, what’s the what is this product?

And so that has to be baked in, and that’s where I really like the VIP day.

Because it’s like I can do all sorts of things. In that time. I can, like, and if it’s really important to them, I guess I’m just worried, Naomi when you say you, like, you would sell them a landing page.

It’s fine. It’s doable.

It’s, how are the margins though? Like, the reason that I rarely recommend sub tracing to an agency is you just don’t make as much money because they’re charging what you would charge, and now they have to make a profit on you. Yeah.

No. They’re they’re giving me work. They’re the client.

Yeah. But they’re an agency, a demand gen agency that pays that gets paid by their clients.

Yeah.

They’re an agency. Yes.

But I’m not doing the subcontracting contracting.

There’s subcontracting to them. They’re they’re so the client has the contract with them, and they have a contract with you.

Right. So I’m the subcontractor.

Yeah. So you’re the subcontractor. Exactly. Okay. And so every new contract down is, like, losing money losing money losing money lose.

So if you have a subcontract you’re gonna pay them half of what you would charge, and the agency is gonna pay half of what they’re gonna charge at best on a good day. Because they also have overhead and all sorts of other expenses. So if they’re charging it’s probably if it’s demand gen, their performance base, they’re on retainer with the client, it possibly getting a percentage of how things perform depending on who the client is. Okay?

So if they’re making, let’s say, they’re making, they’re billing their client ten thousand dollars a month for services.

They, as a business, need to make a profit to continue to exist.

So they’re trying to get three thousand dollars off that. That leaves them with seven thousand dollars a month to spend on resources for that client. They have their own people that they’re paying and all of the expenses that go along with shipping something out, taking someone to lunch, whatever that other crap is too. And then comes money for the subcontractor.

That’s you. So that’s where I hear subcontracting, or work for an agency as a subcontractor. And, I don’t love it because you have to really optimize your time because you’re not gonna be able to make that much. As much money as you could if you were direct to the client. If you were like, I can do that for you instead and here’s what I charge.

And so that’s it. So how can you if you’ve got three thousand dollars that you might make off them in a month for that one client, let’s say, what can you do to ensure that you are maximizing the amount of money you get for the time you put in. Obviously, it’s all it’s always our game.

And that’s where a VIP day sounds like really good. You could charge two thousand dollars. They can budget that in easily for their differing clients. And as they’re planning on what to do next month with their clients and new clients they take on, they’re like, okay.

Well, Naomi can write a landing page in a day. If you can. Naomi can do, analysis in a day. So we always have to book for every client every month.

We need Naomi two days for each client. So we’re going to budget in four thousand dollars when we’re estimating something with clients. Right now, you have to figure out what they’re estimating with clients right now because of their thinking and have you it sounds like you haven’t talked to them about what you’re what you cost or have you?

Yeah. Give them a pricing sheet.

Okay. So you what what does your pricing sheet? What do you have on it, Naomi? What does it say?

I have an add landing page web copy.

I think I added research can bring it up.

Yeah. It’s like a it’s like a menu.

Yeah.

I made it very simple because, I I figured selling hours was just not going to be sustainable so I Yeah.

Figured this would be a good solution, but I didn’t over complicate it.

Yeah. It’s good not over comp of course. That’s great. And a rate sheet can be a good thing to share.

But if the objective is to make good money off them, on an ongoing basis.

So what’s wrong do you think is broken with giving them the rate sheet right now? What’s not working there?

It’s I I would say it’s more that I would like a more long term commitment, where if it’s just going to be, if it’s going to be like five to ten thousand chat, three to five thousand dollars a month.

Like, that would be good to have it, like, rolling in to have them on retainer.

If it’s gonna be just like a few like a thousand dollars here, maybe a few hundred dollars there, then it’s not going to be efficient. Yeah. But if they’re a marketing agency, then they’re gonna do this on a long term basis. And because tech is in such a bad place right now, more and more and more companies are choosing to outsource a lot of their marketing. So it’s also just practical because they’re trying to cut down on people in house.

Yeah. Yeah. There’s that. So okay. So all you’re really looking to do is set up a retainer with your this agency and then make sure that you aren’t working non got for them. Like, you’re having good boundaries around your retainer. Is that right?

Yeah.

So make sure that the effort that I put in to learning about each company pays off in the long run by not having to acquire new clients.

That meaning that is a long term relationship that is worthwhile because it’s not just like a couple hundred dollars here and there.

Yeah. Totally it. So what’s stopping you from having a conversation with them or have you had that conversation? I think if you gave them a rate sheet, you probably haven’t had the conversation then about, here’s what I would love to get out of this relationship.

Here’s the problem that I’ll solve for you. All of them but here’s the only way that that could work and here’s how great it’ll be when it does work. So the here’s the only way that will work part is I have to learn about all of your clients. Like, that’s that’s real work.

It’s if you had a salesperson, they would have to learn about all of those clients too. So understanding that. And by the way, I’m your scalable online sales person. So I need to learn everything about them.

I need this these engagements to go on. And you also need these engagements to go on. You need, you know, all of the reasons that they don’t wanna just, like, swap in and out crappy freelancers and just, like, have somebody that they love etcetera, etcetera. So the whole conversation, and then you tell them that you want a need and they need.

You position it as what is the best solution for them, a retainer minimum of six months for each client. Is that what you think it is for each client?

So each client that they have, if they have five clients, you have five different retainers with them, or you have one big retainer that covers everything.

See, I think, yeah, I think it would be too aggressive to say that I have five retainers with each of your clients. That’s fair.

Yeah. So it’s like one pool that they get to draw from. For their various clients.

Mhmm. That’s what you want. Is that right? Like a like a bucket. You’re the bucket every week. Yeah.

Because when I went into they were like sort of sold on me. They were like, how do we start? And I thought what I was gonna do was like I’ll just have you pay via credit card for the first project, and then we’ll open up a proposal. But then he was like, oh, well, actually we’d rather just be paid by invoice because that’s how we just manage everything. And so now I was like, oh, well I’ll send you a proposal. And then I thought, like, oh, well, I should have had the conversation that I was expecting to have afterwards, because I thought that they were just gonna pay via credit card who were like, oh, we just want one ad.

But I wasn’t because I thought that that would be a good way in and then afterwards, I’d be like, oh, I’d love to build a more long term relationship with you, because I can’t say like, well, we just wanna have a long term relationship on the star. That’s a little bit.

A little bit much.

So Is it?

I guess I wonder why would it be? If they’re pre sold on you, Why would it be too much to say, like, cool y’all.

Here’s how I work. And then say it’s like, you’re an agency and really, like, help them understand why the best thing to do is put you on retainer.

Know you mentioned the word aggressive a couple times, but to me, it’s only aggressive if you’re, like, if your tone is aggressive about it. Otherwise, it’s just They have a problem to solve. And you know demand gen agencies have it’s constant, test everything, and they need they need you to come up with hundred add variations in a day. So there’s going to be just lots and lots and lots and lots and lots and lots.

There’s a big numbers game too. Right? So So if you know the demand for what you have is real, then you can solve that. Who else are they gonna hire who can do as good a job as you can. Yeah.

No. Like, they they they got that. They were they were convinced that I was their that I was their person. But also for my sake, like how do I price that?

How do I price in testing and landing pages and ads on a rolling basis with all of these other things and potentially add variations, and then maybe nothing because the campaign is working, Yeah. That’s why I didn’t push it right away. Like Yeah. We could figure that we should have a, like a trial almost.

Yeah. I’m I I I to me, it sounds like I don’t think that the trial is a necessary thing, but I wasn’t in the conversations you’re in, obviously.

To me, it sounds like, okay. You just need to protect your time, but give them a lot of things that they need. Typically, I have not seen and I don’t know if your experience is different. Naomi, but when a campaign is going well, nobody sits back.

Like, now we’re, like, it’s just more. Like, oh, it’s going great. We can do even more. Or let’s shift you over to new client now where the campaign isn’t going as well and where we need your resources over there.

So for me, I hear this If they’re a big enough agency that you think they actually have money to spend on you, if they have a real need for copywriting services, conversion copywriting in particular, if that’s what’s going on and they already like you, but you don’t want to sell your life to them. Of course not, but you wanna be able give them a menu of services without them having to go through and pick and choose one and, like, call you up for one ad at a time. You know, because that’s not how this works. Why not sell them?

Can you sell them?

I don’t know if it has to be a specific day or whatever whatever that looks like. But to me, why not charge x amount for a retainer? This is what it costs to hire you. Say this is what it costs to hire me. And that’s it. And if they’re, like, that’s too expensive, well, then one that you you probably should have, like, spent more time in the sales process to make it so that they understand the value you can bring or two, they might not have ever been a good fit to begin with.

But I wouldn’t worry that it’s too aggressive to say it’s five thousand bucks a month for a retainer to retain me. You’ll get x many hours with that or better for you to have, like, outputs that gives you either a package of a hundred ads for one cloud, whatever. Like, you figured that out because you had the conversation with them. But you say this is the amount five thousand, ten thousand, whatever it might be. And it’s a minimum of six months.

I I don’t know. Is is there you would be wrong with that?

You wouldn’t you would skip the trial entirely and say these are my for all agencies.

I don’t know what the trial solves.

Well, I mean, it also might be budgeting constraints on their side. Like, he may love me, but he had to get the green light from their CFO because the CFO needs to green light everything these days.

For sure.

So other ways until proven yourself.

And I I think like proving yourself is something that I wouldn’t say you should ever even let in the conversation.

Nobody nobody who has proven themselves ever again says I have to prove myself. So to me, it sounds like, oh, I need to prove myself, is the thing that you say when you know that that’s not that common to be able to prove yourself. So it’s kind of a signal. Don’t say. Robin from your vocab.

Prove me fine. He needs to accrue my value.

And I get it, like, to see the level to the rest of the team because he’s not in charge of the the bank account.

There are a totally. And there are other ways to get the CFO to sign off on things. Right? It’s not necessarily going to be a trial.

It could be hey, if once you lock in six months, you automatically get ten percent off for the entire six month thing, which I don’t love discounting, but CFOs love discounting. So if you’re trying to say, get that CFO picturing this person who’s just trying to make sure that profits are great. What’s the solution for them? A trial Could be it. Don’t get me wrong, Naomi. It could be a trial thing. I just don’t know that that’s that’s a chance for them to go.

Was she perfect?

And it’s like, well, no. Nobody would be.

Rather, hey, I’m badass. You already like work that I do, you already need the job done.

What’s, like, the only thing that’s really gotta move you forward is getting the CFO happy So here’s what we do. And if if you sign on for six months, you get ten percent. If you sign on for twelve months, you get fifteen percent off. And now the CFO has something to work with. And everybody knows you can cancel any time, and the the lawyers will cover the contract with, like, after thirty thirty days notice to to cancel the contract, etcetera.

Yeah, I don’t I considering I already agreed to a trial for this specific agency, it would make more sense to say like Okay, like, send time a, send time a proposal with just like the price list that I have, and then say, okay, work with that, and then like, see how that goes, and then say, look, I have a limited availability if you want to get me on the books, then you can either then hear the packages I have for agencies.

Otherwise I Can I see the guarantee availability?

Yeah.

Or should I, like, call them up tomorrow and be like, oh, actually I wanna change everything and No.

If you’re already down the path. What I just don’t wanna do is have you become a commodity for this agency. That’s all. It’s just I want everybody in this room to go into every call in a power position. That’s that’s it. Like, that’s where we I don’t.

I don’t think I’m a commodity.

I I Oh, no.

I just a menu list is a commodity. That’s the thing. So it requires that you have a good, context for it. That’s all. So Naomi, if you’re already down that path, Cool.

Really the is the question then if you’re doing this trial, how do you lock them into something that’s profitable for you? After the trial ends. Is that what we’re looking for?

Yes. For this one specifically.

Yeah.

And I I guess for all of them because, like, I I also would not wanna commit to a tend to a huge retainer without having any sense of what to expect from somebody who’s relatively new at running a business.

Yeah. Justin. Definitely. Yeah.

Is that okay? Go for it.

Yeah. So I’ve been, speaking with Adri Yedlyn, he’s been, like, sharing a bit of, like, Blair. Is pricing strategy, and I it’s just so curious to me. And I wonder if it could work here.

So basically, offering pricing tiers, but doing it by the likelihood of success. So you’ve got the so the first one is basically your, like, champagne popping kind of retainer. Like, it’s like ten hair month you’d be, like, over the moon if you got it, and they get, like, x, y, and zed in it. And then your middle one is the one that you’re happy that’s the one you’re going for, like, the five k and it includes, like, this amount of deliverables it’s capped here.

And then your like lowest likelihood of success, which is one that’s meant to be like the best value for your time. So like a VIP day or something that you can and I wonder if you could do something like that presented in them like that. And then for the trial, do, like, a month under the kind of care that they want. So rather than doing, like, a trial is, like, an or something, be like, okay.

You wanna go for this option. Let’s try it, see how it goes, see if we need to, like, increase scope or decreased scope. And then, yeah, it was just a a thought.

No. I think it’s I think it’s a great idea I would love, in theory, I love it, but measuring success.

Well, it’s not like to increase the likelihood of success.

You’re gonna do, like, way more voice of customer research.

You’re is gonna include a lot more of that stuff.

Whereas when I’m working for agencies, don’t do any of that. Like, I don’t do that great job, to be honest, because they don’t, you know, they’re not paying me, like, the amount to go and interview their customers. So I’m like, okay, I’ll do your sales agent like, I’ll do it in a day. Like, and I don’t think of it as, like, good sustainable income. I treat it like a cash injection, like, just those, you know, when it’s opportunity to get a bit a bit of extra cash. If you wanted to yeah.

What was that about Revshare?

No.

I I thought that you were saying, like, like, if they Oh, like, no.

No. No. No.

No. It then performs well then.

Yeah. Yeah. No. It’s just like this is what I’ll do too. If you want the maximum chance of success, we’re gonna go for the, like, all in option if you Yeah.

Not etcetera.

Yeah. That could be a good way to go. Have you read Naomi pricing creativity?

Blaren’s.

No. It’s it’s got he’s got a bunch of books. But that’s it’s good. It’s very helpful, for something like this.

Yeah. So you’ve got the trial.

It’s really hard to say how to come up with, but I love Abby your ideas there with, like, you I can give you the full service everything every month for every client, or I can you could buy the VIP day, one a month or something, but at least a VIP day can keep you locked in contained and people don’t expect that they can reach out to you anytime, whereas a block of hours, I could reach out to you for one hour hypothetically on a Thursday and expect you to get back to me. The problem with trials, just as a side note, trials are good for systems. If this was a system that you were selling to them, then the trial would prove out the system or not, but the work we do is so custom.

It’s so specific to what’s going on in the market with the audience with the product. The offer with medium, all of it. That it’s very difficult for a trial to perform because the work we do often doesn’t perform until you’ve had a few takes at it. And you were able to go like, oh, that hypothesis was wrong, but look where it led us.

And then you can go along and get better and better and better. And that where, like, the payoff is with a really good copyright. That’s why agencies that’s why the agency you’re talking to doesn’t sign up for month to month. Because that would that does it doesn’t work.

It doesn’t work until you’ve committed to doing something, and trying a whole bunch of different things. I know for certain that demand gen agencies don’t do month to month.

So any any good ones at least don’t. So That’s my only pause for you going forward with trials. If it’s a system, it’s easy not to trial out. If it’s a human engagement, it’s very hard to trial.

And maybe go for a VIP day.

As like the easiest way in and then from there, they can start to look in to bring you in on projects and other things.

Yeah.

That’s my take.

I’ve done a bunch of VIP days with, a couple agencies too, and I feel like it’s a good, like like what Joe said, you don’t want them to be like, oh, we did an hour here and there or two hours for this. It’s like, it’s a contained main time. And I’ve had an easy time, like, selling those.

Sorry.

My biggest concern with the IP days is really the creative component because so much of what in in more performance based mediums the design is such a big part of it that I really have to work very, very closely with the designer to make sure that they follow, like, conversion CRO principles and UX principles, the way that I would like them to.

So I’d be worried that the VIP day, like, oh, oops, the designer isn’t available. You have come back on Monday and finish up for us. So that’s that’s really my biggest concern with VIP Day. Do you have that issue?

I haven’t had that issue because I’m working and like working on different kinds of things, but it sounds like if if that is a thing, even if it’s not a VIP day, is that still going to be annoying schedule if they’re like, oh, hey, the designer’s not available today. Like, is it still gonna be like they’re kinda calling the shots and they’re like, oh, actually, let’s You know, does that make sense? Or does it have the IP plan out? Sure. But even if it’s not a VIP day, they stop the plan ahead and be like, this is when the designer’s available. Right? So whether it’s a VIP day or not, you have to to expect for your schedule.

Right?

Yeah. Like, you don’t pay for that premium, like, then they’re not paying, like, that’s the fact that you work, like, on UX for the designer, like, that’s that’s more value really than a VIP days for, I would think. So that’s where, like, if you were to offer the different options. It’s like the more expensive option is the one where, like, you’re gonna collaborate a bit more with their team and they’re gonna pay, like, the premium for that.

Yeah.

And it’s two VIP days maybe, right, where you get in a flow of VIP day one is you doing the work VIP day too is you doing the checks over how it’s been implemented and then making any changes accordingly.

If that’s a real if that’s a real problem or the other side is, it’s an agency. It’s a subcontract.

Sometimes you just have to be okay with stepping back. You hand over the copy doc. You give all the best direction you can do. The designer is going to do do what the designer is going to do, though. And so, unless you work directly with them very often, and can establish a relationship there. It can be tough to get a designer to do what the subcontracted copywriter wants them to do.

Yeah. Doesn’t mean it’s impossible. It’s just like, do you pick your battles here and just like, is If if working with agencies was your full business model and that’s what you were doing going forward, then we could come up with different things here. But my hope and prayer is that it is not so that we can get you, like, scoring big ass projects and competing with that very agency, not necessarily demand gen. But, depending on what you what you want to do, of course, that’s the goal is not to keep. I is that is that in line, or do you want to keep working with agencies in the long term?

Well, I want to work with demand gen professionals because that’s really my area of expertise. So if they are in an agency, maybe that would work. If they’re in house, great. But Yeah. If they’re in house, maybe they already have a team of copywriters that they they they work with, or they have very strict brand principles, and they don’t wanna outsource anything.

So, like, is there a sweet spot?

Yeah. Working with in host demand gen.

Twenty twenty one.

I have worked with in host demand gen, and they are the best. They get excited about everything that you do because they don’t have a lot of fresh ideas coming in. So That’s where if you love DemandGen, cool, you know, do some stuff with the agencies, whatever, have it be that cash that you need, have it be some, like, experience that you get more and more and more with them so you can try different stuff. But then if you like DemandGen, go work as a freelancer for demand gen that’s in house at, like, almost any e commerce company, and it’s it’s fun and ego boosting, which never hurts. And you make good money. Yeah.

Right. So that’s what I’ve been that’s what I did in house for many years.

Nice. Love it.

That was what I did over and over and over and over again.

So I know that they that they like me.

The the trick is figuring out, do they have the budget to hire me, hire somebody out out of house.

And do they are they even thinking that way?

Yeah. And it’s true that a lot of tech companies have laid off people.

Not necessarily because they have to these days, because it looks good on the books to do it. But hiring agencies can be have its own downfalls. It can be expensive too. So it’s not that they’re only looking at agencies. They’re also looking at freelancers, to fill in those gaps. So I would just keep that in mind too. Yeah.

Okay. Cool.

That was fun.

I didn’t mean to think up so much time.

No. That was a lot of working through a big thing. Hopefully, we got, you know, kind of nodding things a bit, which takes work.

Good. Let us know what what happens with this conversation. Naomi over in Slack too. Cool. Well Yeah. I know we’ve got three minutes technically left, even though we’re over sort of by thirty. Does anybody have any last thoughts or question or, like, a rapid something where we good to go.

Yeah. Quick question.

When is the the free month trial, like, officially and, like, for CSP. Do you know the day?

That’s a Sarah. I think February. I think this is the free month for you.

Yeah.

Yeah. I just wondered if there was, like, a I think the date.

I think the next payment is on February twenty eight, I think.

Okay. Yeah.

What I think? Check with Sarah.

Okay. Yeah. Sarah knows all that stuff. Yeah. Okay. Thanks, Abby. Anybody else?

Alright. Have a good week. We will see you in Slack. And, this Thursday is Percy’s mindset session on rethinking failure.

So make sure you check that out if you struggle with things like the word failure.

Cool. Okay. Thanks, everybody.

Have a good day.

Thanks, Joe. Bye.

Transcript

Today is, copywriting lesson, and then that’s followed an AMA that will go until we’re just done talking.

There’s a small group of us today, so no need to, maybe it’s just like a good time if you have, like, something you’re going through that you maybe didn’t want to share with more people or something, which I know happens.

It could be a good time to talk through that today too. So, as usual, be ready to bring any questions that you got any wins to preface them, and that can be any kind of win, just celebrating those good things that happen. This is being recorded. The worksheet for today’s session already went out that went out on Friday. It is the high class problem sell, which I’m really excited about. We’ve used it a couple times. And then I’ll show you the one example for a new page in progress that we’re working on, and how we use it there.

But as usual, yeah, just kind of be with me here, set your intention, just be present, closing down other distractions. If you can, I know life is real and all around us, but, whatever you can do to just kind of ignore your phone for a bit and other, you know, notifications that come in?

Yeah, everybody’s feeling cool. I’m I’m feeling really good today. Awesome. Okay. So open up that work If you haven’t already, got it open.

I will only share my screen if you don’t know what worksheet I’m talking about. Because what I’m going to do today is, a little different format that we’re trying for our training now which so far I quite like, but I’ve never done it live. And I have never done it one live, two unsupported by somebody on my team who can, like, talk and fill in the gaps while I’m like, oh, no. The text’s broken. So we’re just gonna try it here today, and see what happens.

But yeah. So the context for this is, you’ve got. I mean, we have so many ways to try to get into stories, into the argument that we wanna make when we’re writing copy.

Lots of different things that you can do but sometimes when it comes down to it and you’re actually writing the page or writing the email, I find that things can feel boring and repetitive pretty fast, not for your right not for your reader necessarily, but for you as a copywriter, I mean, we do data driven things and use better practices and frameworks, etcetera, but it can be tedious sometimes when it’s like a rule of three. So you’re always hitting three points in a row and it’s just like, kinda wanna break out of it. So that’s how I feel about it. The longer you write copy, the more likely you are to feel that way too.

If if this isn’t resonating, stick around. It’s going to eventually. So I like finding and identifying, and I’m sure you do too, identifying little new ways to attack parts of pages in particular. So what I’m gonna show you today is from a long form sales page, I first saw it on someone else’s long form sales page.

I wanna say a bazillion years ago, but it could have been last year. It all blends into one now. And I was really I was really interested it. So I kinda broke it apart and tried to reverse engineer what they were doing.

Tried it in a sales email for our freelancing school, promotion over the Black Friday weekend.

And, yeah, I’m feeling kinda cool about how it could be an unlock for you when you’re stuck. So, I’m going to share Just half a second while I choose the right one.

Okay.

Cool. So you should be seeing my iPad now.

Oh, are you?

Yeah.

Fancy.

I’ve just never shared my iPad before. So, but this is where we’re going to be working today. So This is an example of the opening of that that sales page that we’re working on for copy school pro. So you set up a big promise, like big.

The bigger, the better, and it doesn’t have to be a promise necessarily as in we promise you’ll get this. But something that’s really going to grab their tension. So really thinking about your audience and what they’re trying, what they most want. And that’s where on the worksheet, we have the, what’s really good about this is I can use three monitors now, which is cool.

We’ve got good outcome and then a high class problem. So we often talk about the good outcomes that people have. And these are good outcomes. These here are good outcomes that you might be looking for.

Right? It’s not a promise because it’s in the first person in quotation marks, which, of course, as anybody who has taken any of my training knows, unless I feel like I’m saying it all the time, but maybe I’m not, first person headlines in quotation marks are my favorite across the board. So how I, big thing, big thing, big thing, ending with the big thing, and then and then overcoming an objection right here.

But don’t you need a lot of money that, etcetera. So with the fifty thousand dollar ad budget, which is basically nothing. Okay. So we’re capturing their attention.

I’m not this doesn’t mean it’s ADA. I know as soon as I hear its attention, doesn’t mean it’s ADA. It might be though. But we’re gonna break it really fast.

So don’t try to look too hard for a framework here yet. Okay. Then we get into kind of something a little bit old school. So that is this.

Step one is opening up this idea that there will be something that follows later, a step two. So a small, not curiosity gap, but like an open loop. Right? There’s more to come.

This is just the first step, even if you forget that later. The point is not that you’re waiting around for step two, but it’s an interesting way to start, opening up that attention into something more kind of like a little more intrigue.

Re time, really old school. You don’t have to do any of this stuff for the framework that I’m teaching you or the cell that I’m teaching you today to work. I’m just walking you through kind of the decisions that were made here.

From the desk of, again, old school. I do like old school, founder of copy hackers, grader of copy school, inventor of conversion copywriting, and this is an important thing, mother of kittens, just because what we’re about to get into, we need to set a tone. So far, the tone is kind of bro y. Right? Like, look at all the, you know, money you can make and crap like that. And that can feel a little bit weird.

The tone can be a little bit. We have to make what I’m trying to do here is set it up so that we can have a little bit of fun going forward because this framework, as I’ve used it, has been about tapping into, like, a little bit of fun. The high class problem cell is, like, we’re going to talk about some high class problems And if you make it sound like a problem, that’s not gonna work. Right? Like, that’s the bad thing we don’t want to do.

Okay. So I’m just gonna pop over to the next one. So then we get into the next part of the page.

So we set set up this big cool thing that you can do. Oh, Sorry here. Let me just go back to this. So it opens with so I’m guessing this isn’t the first time you’ve landed on this isn’t the first page you’ve landed on with big promises and enticing numbers.

And I’ll get to that in a second, but let me ask you a question. Do you actually want to? And this really means you could have put almost anything before this part. So I’ll get to that in a second is like, again, you could have done anything before that.

Accept what follows here in these bullets that are about to follow down here is we’re basically building on that cool outcome. So let’s say your cool outcome that you’re trying to hook somebody with is you’re gonna land a thousand customers in a month. You’re gonna land a thousand thousand dollar customers in a month. Really big, really desirable thing that they want that would, attract their attention.

And then from there, we’re going to find that less desirable outcome of that thing, the high class problem. So again, it could be anything to open.

But we want the bullets that follow the good outcomes and then the high class problems, to speak to that thing that just hooked them. So we have, and I’ll get to that in a second, but let me ask you a question. Do you actually want to? Then we have good outcome, Deliver World class copy.

Number one thing. It’s gonna be short in, like, actual length because we’re trying to pull them in. So a short bullet most of the sentences are short at this point. As you can see, they all end here.

Make lots of money for your clients or team and also for yourself good outcome. Cool. And now we start getting into the high class problems associated with those good outcomes, and we spend more time on them because we’re having more fun with it. We’re just kind of like enjoying our time talking to our prospect about the things they want being frankly as we’re about to see similar to the things that, we want.

So do you actually want to have super smart people ping you late at night when they’ve needed, when they need to crack a conversion problem when you become their go to copywriter? That’s a high class problem. You just got a ping in the middle of the night, but it’s pretty solid because someone cool is asking you for help and they trust you a lot. Do you really want to?

Do you actually want to go through life with a sense of guilt that everything is falling into your lap and you haven’t had to toil in the coal mine or perform open heart surgery after building years of schooling to get it? Wanna get so good at selling products that jealous people begin whispering about you and you have to start hanging out with a whole new crew of high achieving nerds? These are high class problems. And the reality is your prospect should want them.

Right? So then we say great. Then you and I want the same things, and then you continue on telling the rest of the story and still building on the stuff that you did. Although I can’t help you with another high class problem, which is the anxiety that overachievement brings or an outcome of a high class problem recommend a marriage counselor for when you spend half your summer texting with a network of smart people who’ve sought you and your genius out.

I can do these things, and then you get into what those things are, and that’s what we’re really here to talk about. But you’re capturing their tension with this like unexpected outcome.

And it’s not just the usual good news, good news, good news, life is always gonna get better as you get better and the levels are higher. Life is like way better. There’s real problems that are gonna come with it, but we’re not positioning them as problem problems. Just as a high class problem. Does this make sense?

Can you imagine how you might use this in your work?

Potentially? Okay. Cool.

So I’ll stop sharing that part and then just quickly walk through the worksheet.

So that you’ve got it. Okay. So the high class problems sell, as always, the worksheet and lesson will help you find a new way into writing about comes so that new way in particularly if you’re bored, but also if you just wanna try something else. Write sales emails or sales pages with that What you wanna do is list out your good outcomes and then the high class problem that comes with it. And this is the framework effectively, bit of a template for you to use. Cool.

Have what you need to use it. Alright. I’m not gonna make you. We can go through and do an exercise if you’d like to try it out. Otherwise, we can just kind of hop into question time or talking time.

Good talking time. Does anybody have any questions they wanna bring to the table today?

Everyone’s quiet.

Do you wanna do this as an exercise?

Go right for something? Okay. I think that’s a good use of time. So what I would love for you to do if you have a productized service, if you have a package of some kind, anything that you already have pre written copy for. So ideally not for a new campaign or something.

Anything that you might have on your site today or that you wish you had on your site today?

I would like you to take the next ten minutes to come up with the good outcomes and the high class problems and then try to fill this part in.

Doable?

Okay. Cool. I’m gonna stop sharing.

And then be sure to come off mute if you have any questions as going through it, and we’ll be back in ten minutes.

Joe, can I ask a quick question?

Love it. Yes.

I’m really I really struggle with ten saying. Right? It’s just my thing.

Like, am I am I writing it, like, in the future terms as or, like, am I writing it as if it’s happening or so it’s do you actually want to in the future?

Yes. So do you actually want to but it’s still written in the present tense. Deliver, not will deliver. So deliver world class copy. Do you actually want to And then it’ll just follow in, I guess, the imperative, really, because it’s just two. Does that make sense?

Yeah. It’s just my noob thing. Like, this is why I can’t write fiction because I struggle with Ted’s sake. That no.

That’s like Latin. Did you take Latin in school?

No.

Oh, okay. That messed me up for some things. So when I when people struggle with these things, I’m like, oh, you probably took Latin. So yeah, this is just like, do you actually want to, and then these are all just present tense. Do you want to have a call that sort of thing. Right? Just happening right now.

Yeah. Okay. Thanks, Jay. Sure.

Alright. Should we talk about that’s how to go?

Any luck?

Did it suck? Was it awesome? Is it hard? Did you get anywhere?

That was fun. I liked it.

Okay. What’d you work on, Abby?

I did for my day one evergreen package.

And, yeah, what I like about it is because, I find myself, like, using the same kind of messaging it with different clients like this kind of like, you can make more money. You can make six figures, and it’s starting to feel, like, quite stale. So I like the the high problem approach is a farmer around that, and I feel like it really boosts credibility because you’re not just saying, like, this is how awesome, like, life is. It’s like. Yeah. Yeah, take them out. So, yeah, I really enjoyed it.

Okay. Cool. That’s wicked. That’s how I feel about it too. Like, it’s just a more interesting way to position of good outcome?

Yeah. Yeah. Cool. Everybody else needs them any anything that didn’t feel that good or, like, you’re not it’s not clicking.

It wouldn’t work for you maybe.

I like that it’s very fresh, but it feels a little bit it feels a little bit exaggerated to me.

It feels a little bit Oh, yeah.

It’s on the sales. Page.

It’s gonna be a little. I hear you there. So what would you what how would you modify it?

Any idea?

Well, I mean, the the goals that I have are are more immediate goals. But the tone feels a little bit of still feels a little bit much even though the actual things I’m writing about are realistic.

Okay. Can you read yours and just share so we can hear what that sounds like?

Yeah. So I am looking at the, the service page I have for, PVC.

So Google Landing Pages and, social ads. So I wrote do you actually want to watch your pipeline fill up with qualified leads effortlessly?

Capture all of the great top of funnel demand your social media. Is generating, become so efficient at attracting new leads that AEs are so overwhelmed with demos that they tell you to slow down the campaign so they can focus on the lead they have and attract so many good opportunities that you actually cringe when influencers cry about pmax ridiculously broad, broad campaigns, and Google’s ever changing algorithm on LinkedIn over and over again.

But the tone, the tone still feels off to me even though those are like very realistic. Things.

Okay. What feels off to you? I guess I wonder as, like, for me, I I heard it and I was like, cool. That sounds dope. That sounds like Yeah. Who wouldn’t react well to that?

Some won’t. Some won’t. But usually, those are the people who are just like I I won’t I won’t think about those ones as much as the people who are like, yeah, I’d like to have that problem, you know, and you’re like really getting there, but how did everybody else feel when you were hearing it?

Any notes for Naomi?

I thought it was really cool. I liked it. Yeah. I didn’t feel like the tone was off. I mean, obviously, I don’t know what you’re going for, like, generally with your tone, but, yeah, I thought it was cool.

Okay. Yeah.

I didn’t feel like the tone pull up either, but yeah, again, same as Abby, but the tone didn’t seem like off to me for off footing.

And I know it can feel like a certain audience, your audience, Naomi, wouldn’t respond well to that, and you may absolutely be right. I would just be curious to test it out, give it a shot, see if they do.

Yeah.

Cool. Awesome. Anyone else wanna share?

Yeah. I’ll share mine. I’ll be. I’ll be able to get feedback on it. Okay. Cool.

It’s a bit it’s obviously a bad fish drop. Okay.

But let me ask you a question. Do you actually want to wake up to sales every day, automate your entire sales process? Miss out on the I mean, Rausch, you usually get when you get a sales notification because it happens so darn frequently that the sensible thing to do is to turn stripe notifications off altogether.

Stop having those indulgent. Ugh, it’s just so stressful conversations with fellow course creators because you’ve hopped off the live launch roller coaster and are now making launch size revenue while on vacation.

Having awkward tail between your legs conversation with your SSO when they ask why you spent twenty k on ads this month and you have to loan that you turned that twenty k into two hundred and twenty k, and now you’d like to buy a vacation rental five minutes down the road from the end loss.

It’s fun. That’s fun. Those are some high class problems to have to have that awkward conversation anyway.

I just can’t relate to the last point about moving close to your in laws. But other than that, it was so infuriating that you’re that good at writing copy that quickly, which I always tell you that.

That’s awesome. Yeah. It really does it was what I liked was. It was so great about qualifying who she’s speaking to. It’s ridiculous.

I mean, if you can’t relate to that, you’re gone and Yeah.

It’s a good side effect. Right? Like, all of these other outcomes of that. That’s really a really good point.

Yeah. Thanks, Jessica.

And you can tell you had fun writing it. It doesn’t sound like it was a slog or you, like, it gets I think it’s exciting. Yeah.

Yeah.

I think that it’s, like, it’s a fun framework to use. It’s, like, nice to to deviate from, like, the usual, like, I just always use PAS.

So Yes. Same. Yeah. Cool. Anyone else wanna share? Jessica?

Yeah. Let me follow Abby.

Jessica.

No. I honestly I mean, I could It was for my seasonal sale thing, which I think you know I’m fleshing out to turn from a what used to be a productized service like thing to a signature.

So I and actually I get I don’t know if this is I think where I struggle is the whole dream state because I feel like I haven’t confirmed this desire for a e commerce client yet. That they really see the connection between. No. No. You can really double your, you can increase your sales for your seasonal sale. But at the same time, you can be creating these long term relationships.

And so it kind of I think that’s where I struggle. So, I mean, I can read you parts of it, but it you know, it’s nowhere near what Abby’s is and it’s partial as per usual with me. Jessica.

Read the whole m thing.

We wanna hear get to that.

Do you actually want to double your next seasonal sale revenue? See a massive increase in LTV over the next? Whatever months, clear out your inventory and have to work quickly with your team to figure shit out. Provide on-site therapy because your team dressing out and worried they can’t get orders out on time, which will inevitably lead to unhappy customers.

And that’s as far as I got.

Cool.

Took a little extra negative on the last one there. It wouldn’t pull back on that one a bit, but no. It was good.

It’s yeah. Just make sure it stays a high class problem. Like Okay. Well, yeah. Like, my diamond shoes are too tight. That’s gotta be the effect. Right?

So yeah.

Okay.

Cool. Cool. Love it. Jessica, you did that so fast. Really?

Oh, thank you. I’m always asking I’m begging Abby for tutorials on how to be fast. That’s what I wanna know.

You just did it.

Nice.

Nice. Cool. Anyone else?

I won’t put you on the spot by calling on you, but I’m probably looking at you.

No one.

Alright. Alright, Katie. Welcome to the crew. You just missed the the tutorial there, but you’ll get the replay after. So I think it I think we had fun with it.

So yeah. Now, if anybody has any questions or wants to talk shop, what are you going through right now? What should you be working on that you’re not that we can help, like, unlock? Jillian.

Okay. I have well, I’ll start with a win. It’s not a money win. I guess I shared that in Slack recently, but my current win is that, I’ve been severely low in iron for like my whole life and didn’t know it.

So I was like this year I’ve been like fainting and like feeling really dizzy and I’m finally back a normal iron level. So it means I can exercise again, which is life changing. So I wasn’t really able to exercise this past year. But it really helps with, like, energy and productivity.

And it’s really Yes. Exciting. So I was going to use it in Doing a lot of stuff.

Congrats. That’s amazing. Yes.

So that’s why I win.

Coming with a little more energy.

Huge. Energy is everything. Yes.

Everything. Yeah.

So on that note, my question is maybe a bit unwieldy, but as I mentioned, I’m like I was going through your training again from a couple weeks ago.

Started watching Shane’s training.

And I’m thinking about, like, the brand also reading PenX is easier than two x, and so I just feel like I have a lot of ideas. Swirling and kinda wanted to like throw them out there and just like get some thoughts.

So I’m focusing on pricing pages, which is a new, you know, I haven’t worked in SaaS that much. I worked with a lot of different companies on websites, a little bit of SaaS that like kind of across the board. So I’m trying to figure out how to balance, like, my current client, and so I do websites with who are not SaaS primarily, and still have, like, my website is geared towards that. I kinda wanna put up a different website so that I can still serve my current customers in the meantime and not be like out money and just, you know, diving into this new thing. Yeah. So the idea that I have is, like, I know you said the brand really starts with, like, your opinion and your viewpoint, which I feel like I’m still developing, but I have, like, a general idea since no one’s really talking about pricing pages yet, which is that like everyone’s kinda missing the point. Of the pricing page, like, they’re all doing it wrong, basically.

And that’s, like, very general. There’s more that goes into it, but the the name that I have or the idea for, like, a book and a podcast and maybe, like, my site, I’m wondering if they can all be the same, is, like, the pricing point. I’m talking about how I don’t know if that’s, like, even a good title or not, but that’s the idea that I’ve been working with. Okay.

Just like, yeah, talking about how everyone’s missing the point, and like they’re all treating it like, you know, they’re putting so much time into their other pages and optimizing, and then they get to the pricing point and it’s just like they get to the pricing page and everything just deflates. Like, that’s the point of the sale, and it’s like, you know, very matter of fact. Here’s the even big brands, like even huge companies they look at are doing this. I think they’re all kinda dropping the ball at that point.

When it should be like the height of excitement value and, like, it’s the most critical point. Yeah. Absolutely. I know it’s a big I’m like rambling now, but, like, I’m just wondering if, like, Should I go in this direction? Because I’m, like, wanting to start doing this stuff, but I just, like, wanna know if that makes sense if it’s, like, on the right track to start with.

Okay.

I’ll jump in first and anybody who would like to add anything.

I’m so happy that you’re doing this, Jillian. Like, I know I’ve expressed that to you, but men, there’s nothing but room out there for this. And it’s it’s like, that’s it’s the money page. Right? Like, it seems like such an easy sell once you start raising awareness for the problem.

Sounds like you understand what your point of view is. I know you said it’s developing, but it’s like y’all are doing it wrong. Like, that’s a good place to start. Right?

Especially since it’s, like such a blue ocean still. There’s not that much competition out there. So I think it’s safe to go with something big like you’re doing it all wrong. Like, full stop.

That’s it. Like, you’re I’m you’re gonna need a lot of help, and I can help you with that. It leaves a lot of room for you to have thought leadership, and to say contrary in things or to, like, make them aware of things that they hadn’t had any clue about, which is always good for, you know, likes on so and comments and things like that. So the pricing point, how did you get to that name?

I don’t know. How do we get to anything?

There. I think it like came to me first. I also thought the URL was available. Also it kind of like ties into this whole thing of like like maybe I can say what the point is. Like, everyone’s missing the point. Like, they think the point is this, but the point is really this.

And also, like, Yeah. I don’t know. That was kind of the the main. And it seemed like kinda short and Yes. It’s not gonna be a subhead.

Like, if it was a book, there’d be like a subhead of I don’t know what that is yet, but Yep.

Totally agree. Yeah.

Yeah.

I think great. And it does, like Jessica chatted out.

Leaves a lot of room for expansion.

Yeah, and you can speak to value, like, what the actual point of pricing is. Right? And those are bigger conversations that are really intriguing. Yeah.

Everyone loves it.

Yeah.

Who else wants to share thoughts with Jillian?

Can I can I offer a, perspective? Sure.

When it comes to SAS, you should keep in mind that there are a lot of very complicated SaaS products that don’t have a pricing page because a lot of that happens in sales negotiation.

Because a lot of times they have to customize the software to fit the solution.

And it doesn’t necessarily have to be like a fifty thousand dollar software product. It happens at lower pricing points too, and a lot of companies choose not to put pricing anywhere on the website because either they’ve tested it or they believe that adding the pricing will increase the, or will reduce conversion rate, regardless of whether that’s true or not. That’s what a lot of companies think. And it may be true on desktop versus mobile or the reverse.

So I would make I think that it would be worth while to expand the conversation, they use because they they usually have a plans page that just doesn’t have pricing on it and it goes through like what you would get with the enterprise suite versus the mid tier versus the small, mini business tier. So I would make sure to not leave them out of the conversation.

Because there are a lot of companies that fit into that category, and your point can still be relevant. It would just have to be adapted to a much more business mindset.

Well, and I think that that’s a fair point. I think it does speak to the need to just identify who that audience is.

I think the SaaS that you’re talking about, Jillian, are people who have Who have.

Have a debt that says pricing in the nav of which there are bajillion so versus people who have sales teams. So we’re talking more people who are product led growth and are likely to have pricing pages at some point that they, and usually, visitor facing ones, and then behind the scenes.

Post use post activation ones. Yeah. Is that accurate, Jillian?

Yeah. That makes that makes sense. But, yeah, it’s a great point, Naomi.

Thanks for thanks for Yeah.

There’s a huge market. SaaS is enormous, obviously.

So it’s just really identifying. Okay. These are although it can be useful to get the enterprises that don’t have pricing pages, it’s just like anybody who doesn’t have copy. It’s really I can’t do much for you.

Like, you’re gonna need to believe in copy or else. It’s like, I can’t sell you copy school, and you can’t sell a person without a pricing page. Pricing page insights. So cool.

Yeah. Awesome. Okay. Anybody else wanna share?

With Jillian or feedback on what Jillian’s working on.

Nope. Awesome.

Jillian, you feeling good?

Yeah. I love that.

It’s like a book cover.

Yeah. And it gives it fine to have, like, you know, a, like, a book, like, if it was a book and a podcast, and, like, even the site, like, just have it all have the same name, like, even where I’m selling my services, keep the same name for everything.

That’s I mean, g n Claire did that with forget the funnel. Yeah. Everything is forget the funnel.

And I mean, juries out. It’s they’re doing, like, a bad ass business. So I would say it’s probably, like, a good Studiesing that story brand, same thing.

Mhmm.

Yeah. So probably okay. A thing to overthink at least.

Okay. I well, I got the URL for it, so I think it’ll just, like, start and I can keep my current site, like, with my current customers.

And kind of start doing the new thing at the new place.

Yeah. Totally. Totally. Cool.

Oh, thanks everyone.

Thanks. Thanks for sharing a nice win.

Excellent. Life changing.

I mean, energy for real though. Like, I have a new energy going with some life changes that I’ve made too, and it’s like energy. It’s a good thing. It changes everything. So that’s cool.

Anybody else wanna share what they’re working on or going through or struggles? Esther Grace.

Hey. Can everyone hear me?

Yep.

Okay. Awesome. So a win. I shared this in channel already, but copy hack is closed. Still excited about that.

Well done.

Thank you. And okay. So I need help with lead generation.

So I’ve nailed down my ideal clients, my customer avatar, all of that.

My offer, even a bit of the delivery system, But right now, I really just want to get on more sales calls.

So I realized last week that I love sales calls. So I did resales calls in the past two weeks. And just those three made me feel so energized about my business. I’m like, this is awesome.

Like, I love talking to these people and selling them on what I on what I do. So where I am right now is I’m also, like, couple of us here. I’m also reading ten x is easier than two x. So I’m not creating any plans to just gradually increase revenue from year to year.

Like, this was one of the thing, Joe, I think you talked about during the CSP info session. About want to be a copywriter who’s gradually increasing revenue from year to year and then in five, ten years before you hit, like, five hundred k. You want to be the one that just ten x is essentially. So that’s kind of where my mindset is now.

It’s more of how do I get this new offer, this new system that I’m building to generate one m in revenue in the next twelve months. And I actually ran the numbers, and I realized it’s actually very possible.

Okay.

It would just take, like, two clients with a high retainer fee and a performance based assistance.

It’s email marketing, so I can do performance basis as well and track everything. So it would literally say two clients if I was going to work on it solo. But if I was building a small team, then I can take on even more. So just running those numbers made me realize how possible it is for me. And so now it’s just like, okay. How do I get on those sales calls to book those two major clients that are going to bring in the revenue.

So what are you doing for lead gen right now? What’s top on your list?

So right now, I’ve been doing a lot of warm outreach. So just people I know asking for referrals, The the that has been my most active lead gen method. So it’s like being in groups, responding to messages, networking, pretty much.

Thought about cold outreach because I’m also still doing my authority building, like, systems. I’m still doing all of that, but I’m like, okay. I still want to get those leads, like, in the next one thirty days, thirty, sixty days. So I’m trying to do some more active, outreach methods as well. So that’s pretty much where I am.

Okay. So how many people are you reaching out to? A day for the warm leads. Let’s pause cold. We’ll ask that next, but warm leads, how many a day?

About two a day. K.

Do you think that’s enough?

About ten people.

Yeah.

Yeah. And so it’s a numbers game. Right? Like, There’s the two. There’s several ways you can go about this. One part is authority building stuff with content that you put out there all the time and then bigger content, and that can feel like a long game. It doesn’t have to be, but it also is a long game too.

Then we’re talking warm leads and cold outreach. So outreach to warm and outreach to cold. It’s good to do both.

But the more you have to do a lot of Right? Like, this is you’re reaching out to people, and you have to hit them right and at the right moment. So It’s a numbers game. So if you’re just doing two a day, what’s stopping you from doing twenty a day?

Oh, so the warm outreach, I just don’t know that many people.

That’s what you think. You don’t know that many people. But I would say really, like, think through everybody that you know and that they know. And I know that can feel like, oh, aren’t I getting in people’s way? I mean, you’re an entrepreneur and this is part of the job. If if your goal is get more leads in because you wanna get to a million dollars a year.

You have got to earn what you want, and that’s how you earn it. It’s hard. It’s hard, but you pick up the phone or you send the email, and but you have to do a lot of it, like, a lot a lot.

Like, an uncomfortable amount. And this is where some people, when they have, like, partners, and they’re both invested in it. That can, like, you spread the job out across two people, which is why a lot of people end up building companies together because it’s a lot of quantity, quantity, quantity, and then there’s the cold outreach. And it’s a doable thing.

People do it all the time. Don’t do it. That’s because I didn’t have to do it. But if I had to do it, it would be a matter of, like, go a hundred a day.

And this is like figure out, you’ve said you’ve you’ve run the numbers. So if What’s your close rate right now? Do you happen to know what it is when you get someone on a call? How many people close out of ten?

So I haven’t had that many sales calls.

That’s the problem with Okay.

Yeah. That was right. Yeah.

So getting in leads, so you wanna make sure that you’re getting these leads into a sales process that isn’t just going to, like, burn up all of these people that you spoke with. But you’re energized about them when you actually get to talk to them and have that sales call.

Make sure you’re running that right. So we have that Huka, sales call training this Wednesday, attend it. Take notes. It’s smart.

And it’s an hour to fucking nail this stuff. So attend that.

And then it’s if you’re gonna do leads, cold outreach and warm, the numbers game, get up every morning, put it in your calendar, do it when you have energy, do the hard thing, personalize the cold stuff, obvious we’ve got that training in copy school dot copy hackers dot com.

But it’s it’s an because it’s a numbers game, if you get one and one hundred people to hop on a call with you.

You gotta, like, that’s why you have to do. A hundred of them a day. You can’t do two a day. It’s not gonna lead to anything except for frustration.

And you’re like, nothing works. No. It it can work, but it’s you have to do Does that make sense? So what I would like you to do is put together, like, a list of warm outreach and cold that you can do, like, give yourself a a to do list of every single day.

I’m going to reach out to five people I know and fifty people I don’t know every morning without fail. And if you can get in that habit, which you have to get. This is your job. You have to get in that habit.

Then you can start to see the needle move, and then you’ll be more inspired to go like, okay. Well, if I’m doing fifty cold outreach, cold attempts a day, And it’s bringing in four people.

If I double it to a hundred, now I’ve got eight, and that’s a lot better to deal with, and you’re gonna get so much better at cold outreach that you can outsource it to a VA because you’ll have it nailed down what to say, how to say it, how to get people onto that call, how to get them to show up, Like, all these reps, all this practice work is the stuff that’ll get you there. But two reps, and you expect you’re gonna, like, build muscle, I lifted the weight twice.

It’s gonna take a little more than that. But you’re doing it. Just do more of it.

Yeah.

And would you see those are the, like, two main, like, lead gen strategies? Or is there anything I’m missing besides those two of an authority?

Oh, yeah.

No. There’s more. It depends if you have money to spend. If you’ve got money to spend, there’s lots of other things you can do. And it doesn’t have to be a lot, but you have to have, like, fifty bucks a day to spend boost things to hire people to do the work for you, stuff like that. I would say start there. Start getting traction.

There. Your immediate network is the place to go first. The people you know that you’re just not thinking of how to really go after them, and then it’s follow-up. As well without saying the word follow-up.

Like, it’s it’s, hey, I talked to my cousin who has a skin care who works at a skin care company. I talked to her one time about it. Okay. Well, now you have to go back and talk to her again.

And again, and wear her down. She’s your cousin. She’s gotta give you work, and that’s just the way it is.

But really it’s like quantity.

More and more and more if you’re still trying to build up leads. If you had and I sit and still do all your authority building stuff as to grace, you’re, like, all of these things work together. Have you read hundred million dollar leads by Hormoza?

That’s next on my list. Yeah.

I was planning to read It’s really practical, like super practical.

And it comes with a bit of a course as well. So check that out, but it really will come down to quantity. Yeah. Cool. Anybody got any notes? For Esther Grace based on what you have done to get leads.

In person networking, going to things. But, like, every single thing you do, you need to do intentionally. Like, I know people who have gone to networking events and they kinda just stand at a table.

It’s like, no. No. No. No. No. You have to work it. You gotta, like, get in there and say hi.

And like, have a pitch ready to go, like, be able to open. So there’s opening and then there’s closing. Right? And so a lot of people suck at the open part.

Maybe you’re okay with closing, but all we’re talking about to get leads is like constantly opening.

So being able to go to a networking event event that’s possible and and do the open. Be ready to start asking questions about their business and Sounds like you’re working on x, y, or z. I do that too. Do you think would it make sense for us to have a talk about this?

Like, should we book a call? Like, be ready to to get moving on something, not just like, oh, cool. And, like, falling into the friend zone, which can happen a lot. So just, like, everything you do, be intentional about what you’re gonna do with it.

Katie also said the five day five k challenge. Totally. It’s, it’s still available.

Yes. So take that too, but don’t just do it once a month. Do it every five days. Yeah. Cool.

Jessica, do you wanna say that out loud?

I was just gonna say Abby wrote a blog post and did a tutorial on utilizing Facebook groups And I know she, of course, has had huge success with it, but I know other people have too applying what she taught. So I don’t know if where your audience is, but can’t hurt.

Mhmm. Yeah. Absolutely.

Love it.

I think I’ve read the post op yet.

I think I told you about it.

Yeah. Yeah. There’s the her tutorial is, pinned to the top of our YouTube channel right now over on. On YouTube. So check it out.

It’s great. Perfect. Okay. Good luck, Esther Grace. Set a goal too. How many warm, how many cold, you’re gonna do a day, and how many you need to get in booked calls every week.

And then post, follow-up in slack when you get those wins, just let people know, like, and my goal was four bookings this week, and I got five. And, like, make that happen. You can. Cool.

Anybody else have anything else? Thanks, Esther Grace. Any questions or anything you wanna share with others?

Hi. One question. Yeah.

Well, I have lots of questions, but, I will start with the most relevant one. So I was approached by a, sorry, I spoke in an event, about a few weeks ago. And so afterwards I was approached by a marketing agency, and it seemed I really feel like marketing agencies are an ideal source, an ideal client because They’re focused specifically on demand gen. They don’t have to answer to a CMO or to upper leadership quite in the same way that somebody who works in house would.

And they’re very data driven. And they tend not to be creatives. So they tend not to provide as much pushback, as somebody who works in house. So anyway, I had a call with the, with a guy again today, and we agreed on a to start with, like, a social ad, for more top of funnel work.

And what I ended up doing this time around, which is different than what I did last time around, last time around, I sold a company just like a bank of ours. And this time, I gave him a pricing page and I said, okay, a set of ads is this much, and a landing page is this much, And then so I’m gonna send him a proposal. We’ll sign the proposal, and then he can just add whatever he needs as he goes, and then at the end of the month, I’ll send the invoice to HR to accounts receivable, and then I’ll be able to bill them. But I’m wondering there’s anything I because I feel like this is such an ideal client, if there’s something I’m missing out on that I could be doing to make it easier for them or to increase the amount that they would get from me from the beginning and that initial conversation.

Whether that’s like, should I expect them to say, oh, well, you should get at least this amount, to increase the amount that they would get from me, or would that be a little bit too aggressive because they sort of get projects rolling in as they come? I’m not sure exactly.

What they’re working on, it could be a little bit too demanding for them right at the outset. So I’m wondering if there’s something I’m missing out on that I should have done and could do hopefully next time.

Yeah. Cool. Who’s working with agencies? Who has been through what Naomi’s going through? Nobody subcontracts?

I used to, but I’ve just always do it on a day. Right? So I can’t I don’t really know how to haven’t got anything to give. I’m afraid.

So what did you do? Why did you choose to do a day rate or why did they like a day rate? What was the reasoning there?

Well, actually, now that I think about it, I don’t think I told them it was a date. Right? I think I just priced it in my mind. It was, like, lead gen like, I’ve done a few. I did for a lead gen funnel.

Oh, like a lead gen agency, like, a few emails and stuff for a, SaaS company. So I’d yeah. I was like, oh, I’ll just it was always gonna be, like, fifteen hundred or whatever, for the emails. But in my head, I was like, okay. I’m booking myself for VIP to do those. And then I did the same thing with, like, course agency as well.

But, yeah, that’s I mean, that’s just because at the time, I really liked the IP days.

Yeah. Okay. That’s fair. But they responded well to it as a day rate. Did you did they ever know it was a day rate? Did you tell them that?

I don’t even think so. I just, like, they just didn’t really seem to care. They were just like, okay, like, we need you to do this. What does it cost? And that was kind of it.

Yeah. Okay.

But, like, every time they need like, did you work with them multiple times? And every time they needed you, they booked a day rate.

No. They just said, can you do these, emails or whatever? And I was like, yeah, sure. And then booked myself in as, like, a day and build them the same.

So I was just kinda like, if I I would always say yes. I was just at a time in my life where if I was, I would be happy to give up a Sunday for, like, the extra money. So I’ll just be like, sure. Yeah.

I’ll do it.

Yeah. Okay. Yeah. I’m wondering about I’ll go ahead, Naomi.

The difference in these kind of agencies are specifically working on Google and social. They’re demand gen agencies, or or it’s usually either Google, or Google and social or LinkedIn.

So it could be like the ads aren’t working. It’s time to refresh the or we want to start a new campaign for this specific persona, or we have a new ABM approach that we want to do, and so we need copy but they don’t necessarily know when they’re gonna need those ads or when they’re gonna want to improve the landing page because it depends on how the campaign performs. And so there’s a level of unpredictability, and which is good to have work rolling in. Like a lot for most of my clients, I’ll have work coming in on a rolling basis.

And I think that having something that’s not connected to ours is definitely more efficient, but I I don’t think that possible to be efficient to the point where I can say like, okay, I can do this within a day.

Yeah. No. I mean, I know, like, some summer, she used to do, like, credits. I think, like, someone was talking about this in Slack today, but, so she would have, like, kind of a menu of what each credit can buy, and then the credits roll over if they weren’t used in, like, the month. So it was kind of like a retainer y type thing.

So she’d get paid, like, every month they’d buy, like, two credits or whatever.

So they would have to commit to a certain number of credits?

Yeah. Yeah. But then they could rush. She would let them roll over So if they only used one, she’d be like, okay, that’s fine. We can use it next month. If next month, you have, like, more clients. So that kept the client happy, but also had that kind of security of a retainer for her.

Yeah. I mean, to me, it’s kind of tricky because every time you work for an agency and they have multiple clients, you have to learn new things about each client in order to write for them. Right? So it’s like you’re taking on a new client every time. Even if you redo and you work for the same client effectively a month later, whatever.

But it’s still it’s a lot of, like, learning time.

Have you experienced that Naomi?

That it is.

I’m, like, Yeah. This is the first agency that I’ve Oh, okay.

Okay. Cool. So and that’s where it’s tricky with credits. We had our credit based agency years ago called Snap that Leanna and James now have.

And it was it was good in some ways, but you do have to spend time thus spend a credit on, like, learning a thing. Like, what’s the what is this product?

And so that has to be baked in, and that’s where I really like the VIP day.

Because it’s like I can do all sorts of things. In that time. I can, like, and if it’s really important to them, I guess I’m just worried, Naomi when you say you, like, you would sell them a landing page.

It’s fine. It’s doable.

It’s, how are the margins though? Like, the reason that I rarely recommend sub tracing to an agency is you just don’t make as much money because they’re charging what you would charge, and now they have to make a profit on you. Yeah.

No. They’re they’re giving me work. They’re the client.

Yeah. But they’re an agency, a demand gen agency that pays that gets paid by their clients.

Yeah.

They’re an agency. Yes.

But I’m not doing the subcontracting contracting.

There’s subcontracting to them. They’re they’re so the client has the contract with them, and they have a contract with you.

Right. So I’m the subcontractor.

Yeah. So you’re the subcontractor. Exactly. Okay. And so every new contract down is, like, losing money losing money losing money lose.

So if you have a subcontract you’re gonna pay them half of what you would charge, and the agency is gonna pay half of what they’re gonna charge at best on a good day. Because they also have overhead and all sorts of other expenses. So if they’re charging it’s probably if it’s demand gen, their performance base, they’re on retainer with the client, it possibly getting a percentage of how things perform depending on who the client is. Okay?

So if they’re making, let’s say, they’re making, they’re billing their client ten thousand dollars a month for services.

They, as a business, need to make a profit to continue to exist.

So they’re trying to get three thousand dollars off that. That leaves them with seven thousand dollars a month to spend on resources for that client. They have their own people that they’re paying and all of the expenses that go along with shipping something out, taking someone to lunch, whatever that other crap is too. And then comes money for the subcontractor.

That’s you. So that’s where I hear subcontracting, or work for an agency as a subcontractor. And, I don’t love it because you have to really optimize your time because you’re not gonna be able to make that much. As much money as you could if you were direct to the client. If you were like, I can do that for you instead and here’s what I charge.

And so that’s it. So how can you if you’ve got three thousand dollars that you might make off them in a month for that one client, let’s say, what can you do to ensure that you are maximizing the amount of money you get for the time you put in. Obviously, it’s all it’s always our game.

And that’s where a VIP day sounds like really good. You could charge two thousand dollars. They can budget that in easily for their differing clients. And as they’re planning on what to do next month with their clients and new clients they take on, they’re like, okay.

Well, Naomi can write a landing page in a day. If you can. Naomi can do, analysis in a day. So we always have to book for every client every month.

We need Naomi two days for each client. So we’re going to budget in four thousand dollars when we’re estimating something with clients. Right now, you have to figure out what they’re estimating with clients right now because of their thinking and have you it sounds like you haven’t talked to them about what you’re what you cost or have you?

Yeah. Give them a pricing sheet.

Okay. So you what what does your pricing sheet? What do you have on it, Naomi? What does it say?

I have an add landing page web copy.

I think I added research can bring it up.

Yeah. It’s like a it’s like a menu.

Yeah.

I made it very simple because, I I figured selling hours was just not going to be sustainable so I Yeah.

Figured this would be a good solution, but I didn’t over complicate it.

Yeah. It’s good not over comp of course. That’s great. And a rate sheet can be a good thing to share.

But if the objective is to make good money off them, on an ongoing basis.

So what’s wrong do you think is broken with giving them the rate sheet right now? What’s not working there?

It’s I I would say it’s more that I would like a more long term commitment, where if it’s just going to be, if it’s going to be like five to ten thousand chat, three to five thousand dollars a month.

Like, that would be good to have it, like, rolling in to have them on retainer.

If it’s gonna be just like a few like a thousand dollars here, maybe a few hundred dollars there, then it’s not going to be efficient. Yeah. But if they’re a marketing agency, then they’re gonna do this on a long term basis. And because tech is in such a bad place right now, more and more and more companies are choosing to outsource a lot of their marketing. So it’s also just practical because they’re trying to cut down on people in house.

Yeah. Yeah. There’s that. So okay. So all you’re really looking to do is set up a retainer with your this agency and then make sure that you aren’t working non got for them. Like, you’re having good boundaries around your retainer. Is that right?

Yeah.

So make sure that the effort that I put in to learning about each company pays off in the long run by not having to acquire new clients.

That meaning that is a long term relationship that is worthwhile because it’s not just like a couple hundred dollars here and there.

Yeah. Totally it. So what’s stopping you from having a conversation with them or have you had that conversation? I think if you gave them a rate sheet, you probably haven’t had the conversation then about, here’s what I would love to get out of this relationship.

Here’s the problem that I’ll solve for you. All of them but here’s the only way that that could work and here’s how great it’ll be when it does work. So the here’s the only way that will work part is I have to learn about all of your clients. Like, that’s that’s real work.

It’s if you had a salesperson, they would have to learn about all of those clients too. So understanding that. And by the way, I’m your scalable online sales person. So I need to learn everything about them.

I need this these engagements to go on. And you also need these engagements to go on. You need, you know, all of the reasons that they don’t wanna just, like, swap in and out crappy freelancers and just, like, have somebody that they love etcetera, etcetera. So the whole conversation, and then you tell them that you want a need and they need.

You position it as what is the best solution for them, a retainer minimum of six months for each client. Is that what you think it is for each client?

So each client that they have, if they have five clients, you have five different retainers with them, or you have one big retainer that covers everything.

See, I think, yeah, I think it would be too aggressive to say that I have five retainers with each of your clients. That’s fair.

Yeah. So it’s like one pool that they get to draw from. For their various clients.

Mhmm. That’s what you want. Is that right? Like a like a bucket. You’re the bucket every week. Yeah.

Because when I went into they were like sort of sold on me. They were like, how do we start? And I thought what I was gonna do was like I’ll just have you pay via credit card for the first project, and then we’ll open up a proposal. But then he was like, oh, well, actually we’d rather just be paid by invoice because that’s how we just manage everything. And so now I was like, oh, well I’ll send you a proposal. And then I thought, like, oh, well, I should have had the conversation that I was expecting to have afterwards, because I thought that they were just gonna pay via credit card who were like, oh, we just want one ad.

But I wasn’t because I thought that that would be a good way in and then afterwards, I’d be like, oh, I’d love to build a more long term relationship with you, because I can’t say like, well, we just wanna have a long term relationship on the star. That’s a little bit.

A little bit much.

So Is it?

I guess I wonder why would it be? If they’re pre sold on you, Why would it be too much to say, like, cool y’all.

Here’s how I work. And then say it’s like, you’re an agency and really, like, help them understand why the best thing to do is put you on retainer.

Know you mentioned the word aggressive a couple times, but to me, it’s only aggressive if you’re, like, if your tone is aggressive about it. Otherwise, it’s just They have a problem to solve. And you know demand gen agencies have it’s constant, test everything, and they need they need you to come up with hundred add variations in a day. So there’s going to be just lots and lots and lots and lots and lots and lots.

There’s a big numbers game too. Right? So So if you know the demand for what you have is real, then you can solve that. Who else are they gonna hire who can do as good a job as you can. Yeah.

No. Like, they they they got that. They were they were convinced that I was their that I was their person. But also for my sake, like how do I price that?

How do I price in testing and landing pages and ads on a rolling basis with all of these other things and potentially add variations, and then maybe nothing because the campaign is working, Yeah. That’s why I didn’t push it right away. Like Yeah. We could figure that we should have a, like a trial almost.

Yeah. I’m I I I to me, it sounds like I don’t think that the trial is a necessary thing, but I wasn’t in the conversations you’re in, obviously.

To me, it sounds like, okay. You just need to protect your time, but give them a lot of things that they need. Typically, I have not seen and I don’t know if your experience is different. Naomi, but when a campaign is going well, nobody sits back.

Like, now we’re, like, it’s just more. Like, oh, it’s going great. We can do even more. Or let’s shift you over to new client now where the campaign isn’t going as well and where we need your resources over there.

So for me, I hear this If they’re a big enough agency that you think they actually have money to spend on you, if they have a real need for copywriting services, conversion copywriting in particular, if that’s what’s going on and they already like you, but you don’t want to sell your life to them. Of course not, but you wanna be able give them a menu of services without them having to go through and pick and choose one and, like, call you up for one ad at a time. You know, because that’s not how this works. Why not sell them?

Can you sell them?

I don’t know if it has to be a specific day or whatever whatever that looks like. But to me, why not charge x amount for a retainer? This is what it costs to hire you. Say this is what it costs to hire me. And that’s it. And if they’re, like, that’s too expensive, well, then one that you you probably should have, like, spent more time in the sales process to make it so that they understand the value you can bring or two, they might not have ever been a good fit to begin with.

But I wouldn’t worry that it’s too aggressive to say it’s five thousand bucks a month for a retainer to retain me. You’ll get x many hours with that or better for you to have, like, outputs that gives you either a package of a hundred ads for one cloud, whatever. Like, you figured that out because you had the conversation with them. But you say this is the amount five thousand, ten thousand, whatever it might be. And it’s a minimum of six months.

I I don’t know. Is is there you would be wrong with that?

You wouldn’t you would skip the trial entirely and say these are my for all agencies.

I don’t know what the trial solves.

Well, I mean, it also might be budgeting constraints on their side. Like, he may love me, but he had to get the green light from their CFO because the CFO needs to green light everything these days.

For sure.

So other ways until proven yourself.

And I I think like proving yourself is something that I wouldn’t say you should ever even let in the conversation.

Nobody nobody who has proven themselves ever again says I have to prove myself. So to me, it sounds like, oh, I need to prove myself, is the thing that you say when you know that that’s not that common to be able to prove yourself. So it’s kind of a signal. Don’t say. Robin from your vocab.

Prove me fine. He needs to accrue my value.

And I get it, like, to see the level to the rest of the team because he’s not in charge of the the bank account.

There are a totally. And there are other ways to get the CFO to sign off on things. Right? It’s not necessarily going to be a trial.

It could be hey, if once you lock in six months, you automatically get ten percent off for the entire six month thing, which I don’t love discounting, but CFOs love discounting. So if you’re trying to say, get that CFO picturing this person who’s just trying to make sure that profits are great. What’s the solution for them? A trial Could be it. Don’t get me wrong, Naomi. It could be a trial thing. I just don’t know that that’s that’s a chance for them to go.

Was she perfect?

And it’s like, well, no. Nobody would be.

Rather, hey, I’m badass. You already like work that I do, you already need the job done.

What’s, like, the only thing that’s really gotta move you forward is getting the CFO happy So here’s what we do. And if if you sign on for six months, you get ten percent. If you sign on for twelve months, you get fifteen percent off. And now the CFO has something to work with. And everybody knows you can cancel any time, and the the lawyers will cover the contract with, like, after thirty thirty days notice to to cancel the contract, etcetera.

Yeah, I don’t I considering I already agreed to a trial for this specific agency, it would make more sense to say like Okay, like, send time a, send time a proposal with just like the price list that I have, and then say, okay, work with that, and then like, see how that goes, and then say, look, I have a limited availability if you want to get me on the books, then you can either then hear the packages I have for agencies.

Otherwise I Can I see the guarantee availability?

Yeah.

Or should I, like, call them up tomorrow and be like, oh, actually I wanna change everything and No.

If you’re already down the path. What I just don’t wanna do is have you become a commodity for this agency. That’s all. It’s just I want everybody in this room to go into every call in a power position. That’s that’s it. Like, that’s where we I don’t.

I don’t think I’m a commodity.

I I Oh, no.

I just a menu list is a commodity. That’s the thing. So it requires that you have a good, context for it. That’s all. So Naomi, if you’re already down that path, Cool.

Really the is the question then if you’re doing this trial, how do you lock them into something that’s profitable for you? After the trial ends. Is that what we’re looking for?

Yes. For this one specifically.

Yeah.

And I I guess for all of them because, like, I I also would not wanna commit to a tend to a huge retainer without having any sense of what to expect from somebody who’s relatively new at running a business.

Yeah. Justin. Definitely. Yeah.

Is that okay? Go for it.

Yeah. So I’ve been, speaking with Adri Yedlyn, he’s been, like, sharing a bit of, like, Blair. Is pricing strategy, and I it’s just so curious to me. And I wonder if it could work here.

So basically, offering pricing tiers, but doing it by the likelihood of success. So you’ve got the so the first one is basically your, like, champagne popping kind of retainer. Like, it’s like ten hair month you’d be, like, over the moon if you got it, and they get, like, x, y, and zed in it. And then your middle one is the one that you’re happy that’s the one you’re going for, like, the five k and it includes, like, this amount of deliverables it’s capped here.

And then your like lowest likelihood of success, which is one that’s meant to be like the best value for your time. So like a VIP day or something that you can and I wonder if you could do something like that presented in them like that. And then for the trial, do, like, a month under the kind of care that they want. So rather than doing, like, a trial is, like, an or something, be like, okay.

You wanna go for this option. Let’s try it, see how it goes, see if we need to, like, increase scope or decreased scope. And then, yeah, it was just a a thought.

No. I think it’s I think it’s a great idea I would love, in theory, I love it, but measuring success.

Well, it’s not like to increase the likelihood of success.

You’re gonna do, like, way more voice of customer research.

You’re is gonna include a lot more of that stuff.

Whereas when I’m working for agencies, don’t do any of that. Like, I don’t do that great job, to be honest, because they don’t, you know, they’re not paying me, like, the amount to go and interview their customers. So I’m like, okay, I’ll do your sales agent like, I’ll do it in a day. Like, and I don’t think of it as, like, good sustainable income. I treat it like a cash injection, like, just those, you know, when it’s opportunity to get a bit a bit of extra cash. If you wanted to yeah.

What was that about Revshare?

No.

I I thought that you were saying, like, like, if they Oh, like, no.

No. No. No.

No. It then performs well then.

Yeah. Yeah. No. It’s just like this is what I’ll do too. If you want the maximum chance of success, we’re gonna go for the, like, all in option if you Yeah.

Not etcetera.

Yeah. That could be a good way to go. Have you read Naomi pricing creativity?

Blaren’s.

No. It’s it’s got he’s got a bunch of books. But that’s it’s good. It’s very helpful, for something like this.

Yeah. So you’ve got the trial.

It’s really hard to say how to come up with, but I love Abby your ideas there with, like, you I can give you the full service everything every month for every client, or I can you could buy the VIP day, one a month or something, but at least a VIP day can keep you locked in contained and people don’t expect that they can reach out to you anytime, whereas a block of hours, I could reach out to you for one hour hypothetically on a Thursday and expect you to get back to me. The problem with trials, just as a side note, trials are good for systems. If this was a system that you were selling to them, then the trial would prove out the system or not, but the work we do is so custom.

It’s so specific to what’s going on in the market with the audience with the product. The offer with medium, all of it. That it’s very difficult for a trial to perform because the work we do often doesn’t perform until you’ve had a few takes at it. And you were able to go like, oh, that hypothesis was wrong, but look where it led us.

And then you can go along and get better and better and better. And that where, like, the payoff is with a really good copyright. That’s why agencies that’s why the agency you’re talking to doesn’t sign up for month to month. Because that would that does it doesn’t work.

It doesn’t work until you’ve committed to doing something, and trying a whole bunch of different things. I know for certain that demand gen agencies don’t do month to month.

So any any good ones at least don’t. So That’s my only pause for you going forward with trials. If it’s a system, it’s easy not to trial out. If it’s a human engagement, it’s very hard to trial.

And maybe go for a VIP day.

As like the easiest way in and then from there, they can start to look in to bring you in on projects and other things.

Yeah.

That’s my take.

I’ve done a bunch of VIP days with, a couple agencies too, and I feel like it’s a good, like like what Joe said, you don’t want them to be like, oh, we did an hour here and there or two hours for this. It’s like, it’s a contained main time. And I’ve had an easy time, like, selling those.

Sorry.

My biggest concern with the IP days is really the creative component because so much of what in in more performance based mediums the design is such a big part of it that I really have to work very, very closely with the designer to make sure that they follow, like, conversion CRO principles and UX principles, the way that I would like them to.

So I’d be worried that the VIP day, like, oh, oops, the designer isn’t available. You have come back on Monday and finish up for us. So that’s that’s really my biggest concern with VIP Day. Do you have that issue?

I haven’t had that issue because I’m working and like working on different kinds of things, but it sounds like if if that is a thing, even if it’s not a VIP day, is that still going to be annoying schedule if they’re like, oh, hey, the designer’s not available today. Like, is it still gonna be like they’re kinda calling the shots and they’re like, oh, actually, let’s You know, does that make sense? Or does it have the IP plan out? Sure. But even if it’s not a VIP day, they stop the plan ahead and be like, this is when the designer’s available. Right? So whether it’s a VIP day or not, you have to to expect for your schedule.

Right?

Yeah. Like, you don’t pay for that premium, like, then they’re not paying, like, that’s the fact that you work, like, on UX for the designer, like, that’s that’s more value really than a VIP days for, I would think. So that’s where, like, if you were to offer the different options. It’s like the more expensive option is the one where, like, you’re gonna collaborate a bit more with their team and they’re gonna pay, like, the premium for that.

Yeah.

And it’s two VIP days maybe, right, where you get in a flow of VIP day one is you doing the work VIP day too is you doing the checks over how it’s been implemented and then making any changes accordingly.

If that’s a real if that’s a real problem or the other side is, it’s an agency. It’s a subcontract.

Sometimes you just have to be okay with stepping back. You hand over the copy doc. You give all the best direction you can do. The designer is going to do do what the designer is going to do, though. And so, unless you work directly with them very often, and can establish a relationship there. It can be tough to get a designer to do what the subcontracted copywriter wants them to do.

Yeah. Doesn’t mean it’s impossible. It’s just like, do you pick your battles here and just like, is If if working with agencies was your full business model and that’s what you were doing going forward, then we could come up with different things here. But my hope and prayer is that it is not so that we can get you, like, scoring big ass projects and competing with that very agency, not necessarily demand gen. But, depending on what you what you want to do, of course, that’s the goal is not to keep. I is that is that in line, or do you want to keep working with agencies in the long term?

Well, I want to work with demand gen professionals because that’s really my area of expertise. So if they are in an agency, maybe that would work. If they’re in house, great. But Yeah. If they’re in house, maybe they already have a team of copywriters that they they they work with, or they have very strict brand principles, and they don’t wanna outsource anything.

So, like, is there a sweet spot?

Yeah. Working with in host demand gen.

Twenty twenty one.

I have worked with in host demand gen, and they are the best. They get excited about everything that you do because they don’t have a lot of fresh ideas coming in. So That’s where if you love DemandGen, cool, you know, do some stuff with the agencies, whatever, have it be that cash that you need, have it be some, like, experience that you get more and more and more with them so you can try different stuff. But then if you like DemandGen, go work as a freelancer for demand gen that’s in house at, like, almost any e commerce company, and it’s it’s fun and ego boosting, which never hurts. And you make good money. Yeah.

Right. So that’s what I’ve been that’s what I did in house for many years.

Nice. Love it.

That was what I did over and over and over and over again.

So I know that they that they like me.

The the trick is figuring out, do they have the budget to hire me, hire somebody out out of house.

And do they are they even thinking that way?

Yeah. And it’s true that a lot of tech companies have laid off people.

Not necessarily because they have to these days, because it looks good on the books to do it. But hiring agencies can be have its own downfalls. It can be expensive too. So it’s not that they’re only looking at agencies. They’re also looking at freelancers, to fill in those gaps. So I would just keep that in mind too. Yeah.

Okay. Cool.

That was fun.

I didn’t mean to think up so much time.

No. That was a lot of working through a big thing. Hopefully, we got, you know, kind of nodding things a bit, which takes work.

Good. Let us know what what happens with this conversation. Naomi over in Slack too. Cool. Well Yeah. I know we’ve got three minutes technically left, even though we’re over sort of by thirty. Does anybody have any last thoughts or question or, like, a rapid something where we good to go.

Yeah. Quick question.

When is the the free month trial, like, officially and, like, for CSP. Do you know the day?

That’s a Sarah. I think February. I think this is the free month for you.

Yeah.

Yeah. I just wondered if there was, like, a I think the date.

I think the next payment is on February twenty eight, I think.

Okay. Yeah.

What I think? Check with Sarah.

Okay. Yeah. Sarah knows all that stuff. Yeah. Okay. Thanks, Abby. Anybody else?

Alright. Have a good week. We will see you in Slack. And, this Thursday is Percy’s mindset session on rethinking failure.

So make sure you check that out if you struggle with things like the word failure.

Cool. Okay. Thanks, everybody.

Have a good day.

Thanks, Joe. Bye.

Selling Service Packages on Autopilot via Email

Selling Service Packages on Autopilot via Email

Transcript

So today is all about it’s kinda building off on what I talked about the last time, what on that last time, which was basically creating your packages and product side services.

What I wanted to, you know, get into now and start preparing y’all, even if you feel like, oh, I don’t have an email list right now, or maybe my email is just tiny or, you know, the If you don’t have an email list, this is something you definitely wanna start thinking about right now because this is something that future you will need. So If you don’t have an email list, I would highly encourage you to sign up for an ESP after this call and start thinking about your automated sales sequence for your productized services. And if you do have an email list, then your action item will be to write that, email sequence and put it into your ESP.

So yeah, I know I’m, like, kind of, jumping the downhill literally, but I definitely want us to want to encourage you to not wait till you have a big list or, you know, like, a big list or whatever. Like, this is definitely something you wanna start doing right now way too many service providers and, literally losing out on valuable reads and clients because, you know, we haven’t really thought about this ahead of time. So Let’s go. So stack themselves, you it’s essentially an effortless email framework for filling your packages on autopilot.

For those of you who don’t know this, like, literally our business, our entire copywriting service business is built on the foundational packages. That is what, you know, like, last year, four hundred k was copy packages.

It’s what has helped us scale.

And they I would say almost but not proof. We are like, you know, we do have periods when I get, like, tired, but we know when kinda watch for and just kind of step away a little bit, but it’s it’s beautiful. And this is an email sequence. I have tested multiple multiple times and have used it even when I did not have a huge list or used it on social for that matter.

So The reason most packages do not sell via email is because they’re missing a welcome or sales sequence to start with. Like, you know, if you’re if you have a package, even if it’s like an audit, and you aren’t talking about a new welcome sequence, you’re missing out on sales there. You’re missing CDA’s to sign up for your packages. A lot of people just talk about the package, but they don’t tell prospects or leads.

That this is what you need to do to get it. It’s amazing how many emails I have critiqued where clear CDS and other, and Clarity is key. All of you know that. Keeping sales emails in your in your newsletter strategy.

Okay. Hang on. Yeah. I found it over twenty five years ago. I’m trying to meet you.

Okay.

Alright. I no. I can’t mute people apparently. You have to mute yourself.

So The third reason is if you’re sending out emails, you aren’t including any sales emails. As part of that newsletter strategy.

And that is, again, something that you wanna start thinking about intentionally. So if you’re sending out a weekly email to your list, You wanna think about, okay, if I’m sending up four emails a week, do I have a sales email in the mix?

Over not showing your leads in prospects, where which is like, oh, I wanna give value. I wanna give value. And I’ve been on that end of the spectrum where, you know, I really wanna give value, but pointed there is something like too much value. So you need to remember that you’re all business owners, and yes, we want to nurture all these. We wanna give code on code value, but we also wanna sell.

And then selling without context or nuance, this is something that I have seen.

A lot of creative entrepreneurs make where We, in our heads, know what the package is for and what it does, but we forget that for a prospect This is just one of many things that’s been, you know, that’s coming at them, and they need to, and then to help to have to then add context to it or, like, okay, where is this gonna fit into my marketing system? Or how is this gonna help me accomplish those goals? We don’t want them to have to do the heavy lifting of kind of figuring out how will this help them. We wanna give them the context. We wanna give them those new answers of how is our package going to help them, or how is a productized service going to help them?

So these are things you wanna kind of avoid in any of the emails that you write for when it comes to selling your packages for sending TLS.

Okay.

So one thing all of you need to remember is emails are the engine that can clear demand and fuel sales for your serve services and packages, but only when you use them with intention and purpose, which is exactly what we’re gonna talk about today.

And again, emails are a authority pillar that you should be building, and I cannot stress enough the importance of doing that. Even even if you’re, I would say, even if you’re in and building of, you know, even if you’re just in house, like, you know, Randall is, like, I would still say start building your email list, you know, or and especially if you’re in house and freelancing start building your email list. It goes this holds good in all cases and all scenarios. So With that, let’s talk about my go to framework for sales viewing automated emails for packages. I say automated because that’s pretty much how I tend to use them, but you could use them as broadcast.

Last year, and this year, I have mainly used them as broadcast mainly because we’ve been kind of book solid, but, I have used them as automated emails. Hold on a lot. So specific, timely, unteachable, engage, motivate to act. That’s my framework. I’m a huge fan of frameworks just to kind of simplify things for myself. So this is what I keep in mind when I’m writing emails for my services and packages.

Alright. Well, let me see. Before we look at it, the two. Okay. Hada has a question.

Do you actively sell and include include those links in the welcome sequence, or do you leave it for the end of the sequence?

I would actively sell and include those links in the welcome sequence. So, in fact, I’m going to talk about that too at the end, as well. Like, you can you can actually just have a one email sale sequence as well. So we’ll talk with you about that, towards the end. Cool. Let me move forward.

So this is an email that I sent out to our list. This was for our Tysmal, which was for, you know, it’s a VIP package, VIP day kind of package that I was selling way back in the day. I’m still selling it.

And this was one of the emails I used when we were launching it. So the reason I’ve shared this here is because it like literally lays out everything. It starts with specificity, and you’ll see context.

So how much copy do you need for an upgrade launch? Okay. Simply use what I use from a live launch when I turn this. What’s the difference between live launch?

Copy. So very specific about the problems that it would be solving for them. And these are three of the most popular questions to adapt, and then this is what led to my framework, my process. Now this is like a really long email.

This does not, by any standards means that all of you need to write long emails, please, this is just to kind of give you an idea of how, like, kind of all the different elements that come in. These could be, like, shorter or faster paced emails as well.

It’s timely. So why I developed this teachable to your other six copy barrels, and this is again content Bistro. We have a lot of foodie references going. So I talk about, you know, what everything that they need here I include a lot of specificity also in terms of things like, you know, these actors clip bars and, you know, so it’s engaging. There’s more, you know, there’s a little bit of personality there.

And then, of course, motivations, like, why do they need this? So you need to connect with your audience’s pain. You need to strongly, you know, you have to tap empathy. You wanna You need both strategy and copy assets, all of that. So this was an email that was a blended set, like this value pass series of the precursor to Artezno, your VIP already, we had people on the wait list. So this went out to them.

Fairly, fairly simple and relatively standard.

So specificity, how do you wanna craft that? You wanna use we’ve had you worded subject lines that increase your open rates. You wanna keep that up within your email. Examples, use specificity to add that context, use specificity to highlight why would they need it, use specificity to, you know, even talk about their motivations so you can use them interchangeably.

Specific results, specific steps, specific outcomes, specific deliverables. Be very, very clear about what it is and why they need this. So this was like a presale email. If you’re sending it directly for a set for a package, tell if you wanna be very clear about what are the deliverables in there, what, and, you know, how do they lead to the certain outcomes?

And then, of course, experiment test optimizes goes without saying.

Rule of one, applies everywhere, one email, one package. Acceptions are, you have two tiers to a package, like fully loaded launch for a very long time, had two tiers. Artasional, I think has half a day and full day, I think, right now. Point is, if you have two tiers, that’s fine.

That does not mean that you’re talking about two different packages, you know, But what email one package? New packages that lead to a similar outcome? Yes. You could, you know, maybe talk about it because you’re you’re then you’re using one email, one come as the guiding goal.

But do not try and talk about an audit or a website copy package and a launch copy package in one email. Unless, of course, it’s like, say, you’re doing, like, a catalog style email or something like that. But for these automated sales emails, you wanna keep it to one email one package.

Soup specificity super powers emote relevant emojis that are very specific to your brand numbers, dollar figures, key adjectives, you know, like, click bars for us is very on brand or just term benefits, you know, and use all of this again for your subject lines or for your body copy.

Use words and phrases that involve visual images that, you know, like, literally for, like, for our audience, again, Harry Potter was a big part of our brand for the longest time ever until Jacob Allen ruined it for everybody. But, so things like, you know, hybrid sized mountains of unfolded laundry instead of a laundry pile.

As copywriters, y’all have the gift of leaning into specificity, lean into it, and music.

But with specificity like makeup, less is more that don’t go overboard, know when to dial it down. And when you do your sweeps, that is when you need to look at and think about, like, okay. Am I just overdoing it here?

Or is this real needed to make a point?

Then we have timely unteachable.

So, again, timeliness and copy can usually be created with strategic calls to action. So Why do they need to act now? What’s the urgency there? Along with that, you can be timely with content. That’s actually timely. So seasonal specific emails or seasonal specific packages, for example.

If you’ve got, like, screenshots and case studies that have just come in, that may be a good point to include in your cell sequence. References to current world situations. Now if you’re automating this and if you’re setting this up for your work for your welcome sequence or for a and always on wakeless sales sequence, this references to current world events may not be a good idea, but you can obviously be timely in other aspects.

And then teaching. Now, t this is where you need to be extra, extra careful because we tent we can tend to go to the side of teaching too much.

And We don’t wanna do that, not because we wanna withhold information, we wanna keep, but because we do not want to cause more confusion.

For our prospective clients. We do not want them to start feeling like, oh my gosh. This is way too overwhelming or Oh my gosh. This is easy and I can do it only to realize that this is not easy and they will struggle to do it.

So you know, which ways we wanna be very careful about what we teach. So five things that I’d like tested out is process. You saw an example of that, like, I talked about, you know, cures. Well, it’s included in this.

And here’s what you need, you know, when it comes to every launch copy cures, everything that you need in it. You can also talk about mistakes your clients made before they hired you. You can talk about the importance of the key elements in your package kind of ties in with the process as well. You can talk about amplifying results your packages, and you can also talk about what comes after and what should they be preparing for?

Once they worked with you. So that’s like future pacing with a twist. You will lean on your case studies and customer success stories here to talk about it. Okay.

My client had to hire a customer service executive just to kind of deal support all the new clients that they got after our, you know, she worked with me on a fast sale package. So that’s just something you may wanna start thinking about right now. That kind of a team. Help them see themselves two steps ahead or even ten steps ahead of where they are right now after they work with you.

Now the goal here for teaching is you wanna, you know, pick the curiosity, but you also wanna give great value. You wanna, you know, help them see that you know your stuff. So that’s why it’s like a fine balance and a good idea whenever in doubt, again, take the time to give it a suite, take the time to get it critique if possible, you know, just so that you feel very confident about it. But the point is don’t hesitate from teaching. Just be careful that you don’t just go way overboard here.

Engaging personality, humor, pop culture, trivia, books, TV, and music, values. We are huge, like, personally, you know, I bring up the fact about our about financial stewardship. I bring up the fact about integrating life with work. I, you know, it’s super these are like values that are key to us.

So, We talk about that all the time, and we, you know, and we use them to create a point of differentiation as well. So Think about, you know, if you feel like, oh, I I’m not into pop culture or I don’t listen to a lot of music or I don’t read a lot of buzzer. I have not interesting happening in my life, which honestly trust me you will be. But don’t hesitate from talking about your don’t have different talking about words and phrases that you, you know, use all the time or you made up.

I’ll give you an example. I just reasonably, like, I started using the word truth biscuit instead of truth bomb because, again, on brand for us. So don’t hesitate from adding in personality to make your emails more engaging.

And of course, what makes you you, what makes you data from everybody else and maybe doing the same thing. So personality types, like, literally everyone on our list knows that our Maya script types. Those are Integram types because they’re big on those. But if you’re not, like, think about it, maybe you have a habit, maybe you have a pet peeve, all of the research that you would do for your clients and their audiences, you need to do for yourself as well. So you need to be kind of clear on what makes you you, and then use that in your emails.

Don’t be afraid to listen humor.

This is something I personally had to learn, because humor does not come. I’m not one of those that it comes naturally too. So I did do some learning here. And humor seriously is a book I really I really enjoyed it in getting some really good, you know, strategic tips.

And then, of course, I don’t know if he’s still running it. Justin Blackman had a course called write more personality, which I took. And absolutely loved and have used, used it extensively. So, yeah, but if it comes naturally to you, you’re one of the, you know, lucky ones.

Please go ahead and definitely use humor.

Formadding basic rules of copywriting out everybody just be sure, like, when you’re reading your emails, make sure you preview them both for mobile and for desktops format your content with bold and italics, bullet at a number of layers, short type paragraphs.

You’ve got, you know, the gist.

Jiff it up.

Very, very easy to add, you know, engagement and personality with GIFs.

Don’t be afraid to use them. But again, you don’t wanna kind of overdo them mainly because we’ve seen, at least, I’ve seen it in fact deliberately in certain cases.

Also don’t hold back on your opinions. You know? So they do make for a lot of engaging reading. You’ve got hot takes, on things. So, you know, like Abby mentioned her her hot take or her, you know, contributing point of view was, you can go evergreen from day one. Something that, you know, you should be definitely talking about. And if you, you know, if you’re when you put together emails for your evergreen package.

And then finally, we have motivations. Now motivations is what basically answering the question. Why should they care?

Why should they care about your package? So your package or productized service was created with the intent to help, solve, heal, undo, redo, improved, increased, decreased something in your prospects lot.

You need to talk about that, lean on it, shine a spotlight on it. Does not mean you poke the pain or, you know, do all of the things that we don’t wanna do. You want it, but you do want to highlight why they need it. Again, this is what adds context and nuance to your emails.

Okay. Before we get into the tactical side, questions. Okay. Oh, if you asked, how are people entering this funnel?

Your welcome sequence feedback for application funnel? It depends. You could use it as it depends on what packages you wanna sell. Like, we’ve reached the stage where we’ve got so many packages, so we don’t, you know, we don’t have them in a welcome sequence.

Excuse me.

But what we do, we did earlier was we had a vacress. We used to build a vacress, and then we used to have a sequence here. But if you have, like, say, one big package right now, which is what I would hope all of you do have, I would use the welcome sequence for that. You could simultaneously also below wait list for it.

So for people who don’t wanna sign up to say a welcome sequence, your wait list could be would be actually a really good idea because those would be active warm leads saying, Hey, I wanna hear more about your packages. So I would actually do both they could enter the funnel, through an automated sales. See oh, they could also enter the following something that we tested out with a client of ours is a noted for sales newsletter sequence. Those are automated newsletters that go out every week and sell her coaching activist.

So, we wrote up I wrote up email newsletters for six months for her. So And every email followed the same same format. She she offers she’s an executive career coach, office career coaching services. Point is you could use them in multiple different ways.

Alright.

So how many emails to send?

My favorite answer, it depends. It depends on your package cost. It depends on how warm your list is, how the list temperature essentially, and audience fairness? Like, does your audience know that they are they pain aware?

Are they solution aware? Are they brand aware? Like, where exactly are they is somewhere in the middle there. So if you would know more about that, that would be great.

It would depend on all of these factors.

Having said that, three to five is usually a solid number to start with.

Now you could take each element in stem and turn that into a sequence. So you could have an email that’s super specific about the pain that you’re solving. And, you know, what what your offer is. You could have an email that’s timely and teachable.

So it walks them through your process or gives them a behind the scenes, and, you know, it’s exactly what to expect from every deliverable. It could be just engaging in storytelling, you know, so you could have, like, just four email and then motivation have, like, two emails because that would be, like, the last two emails that they would get. So you could turn stem into its own sequence or you can send three emails with all of the elements in it. I tend to lean towards sending three to five emails that include all the elements in it. You saw that example earlier, But, you could, you know, totally turn them into an automated sales sequence by itself as well.

So when this is, you know, I’ll leave you kind of answering your question as well. You could send it as a welcome sequence. You can sell it at when you launch a new package as an automated sales sequence to everybody who’s clicked on the link in your emails before that to show interest or been on your wait list, you could send an automated wait list sequence, digit results, email newsletters, and then also for pre selling and getting looked up for package, which is what we kind of did with with artisanal when we launched it initially as we presold it.

And then clients were booked in for, like, say, thirty days later or sixty days later. It was a while ago. But, you could use it in you could send these emails in so many different points, the easiest would be the welcome sequence or the note to fulfill email newsletters. Like, if You know that you have a certain audience segment on your list, but not yet for sales email newsletter sequence would be great. For them because then you can just batchrate these emails, send them out every week, they’re curing from you, and you’re selling your packages as well.

Should you sell in every email?

Yes?

And no? Yes. You do need to talk about the package in every email. No. You don’t need to create false scarcity.

You don’t need to make it appear that this is this is never going to be offered again or or that, you know, you’ll be increasing your prices unless, of course, you will be increasing your prices. So, Sally, every email, don’t sell in a way that doesn’t make you feel good. And if it doesn’t make you feel good, it would definitely not make a few of your clients feel good. That’s, you know, because Yeah.

That’s kind of what I’ve come to realize. So, yeah, don’t hesitate from from Sally.

The one email sales sequence.

If you decide to send only one email to your list, to talk about your package. I hope you said more than that, but if you say, like, okay, but I’m not gonna say, hey, thank you. I don’t I don’t wanna send the sales sequence, etcetera, etcetera. I would highly recommend you use the confirmation email to sell your package or, you know, to talk about, like, write a stem email.

And why? Because not only does this email have the highest open rates because people are taking to to confirm you, or they’ve just gotten on your list. They’re like, They they know and remember who you are, but it’s also a great opportunity for you personally to build a connection with a prospect, maybe very new to your brand. Right?

And, if you’re running, say, Facebook ads, or even, like, from social, or if you’re using affiliates or, you know, like partners or JV partners and things like that, or muted newsletter swaps, point is, again, it does not have to feel pushy or safety when done. Right? So what you wanna do is you wanna share your story in it, give some backstory about how you started. We are, you know, what it is that, you know, you’re known for, what can they expect, from the freebie that they’ve signed up for.

And why should they, you know, go ahead and actually watch it, download it, use it whatever your freebie is. If you have a freebie there, you wanna validate and empathize with their struggle. You wanna celebrate their action taking spirit.

Educate them. We talked about what you can teach them.

But the opportunity here is for you to share your credibility markers. So things like, I’ve been doing this for x number of years. Here are some mistakes that I’ve seen, you know, or here’s what a client said after, you know, we finished implementing their, their funnel or their website copy or, etcetera. So you wanna use the education part to teach about your process, but also share credibility markers. And then you wanna just set it seating and soft selling. So you wanna give them a sneak peek of what’s included in your package, what can they expect, and buy them to check it out and come back to if they have questions or book a call with you, to get more details.

But, yeah, So, yes, you can definitely just sell with one email.

I would hope you would use more than that. But if you have to, then, yeah, this the confirmation email do not overlook it.

Alright.

Soft selling your package for maximum sales. This is something you wanna kind of keep in mind for your emails, whether you’re using it in your confirmation email or even in your sales email and you’re like, you know, okay, I feel like this is getting me too salty.

So You can share a time lapse video if you’re working on a package deliverable. You can share case studies, testimonials, screenshots from clients, like, you know, that they leave in Google Docs.

You can drop a personal video these days. There’s so many tools that make it so much easy. So that make it so easy for you to kind of be at these personalized videos at scale and share why you created the package in the first place. I think I did that I did I did that one time when we launched, a package version of, of my program, ready to sell.

It did really, really well. So You could for social, you could create a carousel, explain why, you know, what’s in that package, why do they need it, and then embed that carousel in your email. So you again, the idea here is for you to get that package in front of your audience in as many ways as possible and not hesitate from the idea of selling, in a way that feels good to you. Eglopedia.

We have we have one. We use one regularly for our packages. So we need people to download to see examples, case studies, and your and the process that we use as well. Key elements, invite them to get on a zero pressure call with you. Make it really, really easy for people to know what offer and to buy from you via emails.

Next steps, identify the package you wanna sell. But those of you who have created packages since our last call, amazing. Happy to give you feedback on those.

Write up one to three emails or she’ll do five emails using STEM, upload them into your email system and send. And then, yeah, just keep testing and optimizing a simple log. Cool. We have plenty of time for questions.

Okay.

Chris asked, would you recommend having subscribers sign up for a sales sequence from one of the weekly newsletters if so how Yes. Great idea. I absolutely recommend it. So let’s say you’re setting up weekly newsletters and you want to get people to sign up for a sales sequence for one of your packages.

Is that correct? That’s what you wanna okay. Good. So there are a couple of ways you could do this.

You could do this, but if since they’re already on your email list, you could, you know, skip the step of having them subscribe again for their details in again. You could just say, if you’re interested in my ABC package that would help you do x y z tap this link and I’ll send you more details. So when they tap the link, an automation kicks in, that would put them into the sales sequence.

Most ESPs make it really simple to do that. So that’s all you would need to do. So when you do that, the system would the automation would kick in, and you would tag them as ABC interest list, for example.

Does that help?

Yeah.

I was wondering, also, like, considering I haven’t sold anything to my list, for example. Right? So I guess the less aware or less or the lower the intent is probably the longer the sequence will will have to be to kind of educate them. Right?

Not really. The you’ve had your list for a while. You have been emailing them regularly. Right?

Yeah. Yeah.

Yeah. So honestly, you would all you would need to do is just let them know that this is something that you’ve, you know, fit in your working on and he if they’re interested in working on it with you or if they’d like to hire you for it, here’s, you know, to tap here and you’d send them more details. And when it happens, they know that they’re going to get details about a package. So your first email itself could be a pitch email.

You know, it could be a case.

The the the click is the qualification. So, yeah.

Exactly. Exactly. That is the qualification. Yeah.

Okay. Thank you.

You’re welcome.

I’ll ask how you all manage the tech side of all these phones, do you outsource it at DFI? So the the welcome sequence and, nurture hotel users. These are, like, fairly, like so here’s the thing. I would I’ve been with ConvertKit for seven years now.

So for me, it’s really easy to go in and set these up. I know. I also like to know a tool inside out, even though, like, right now, we be hired someone who’s working on setting up the whole evergreen side of things for us. But, for for a program, that that is something I would not want to do, at all.

But something like a welcome sequence and all, I would do it myself.

But yeah, I would be keen to share what the group has to say, like, do y’all do your, DIY or automations?

Or hire it out, but they’ll let like techy is who can easily help you do that as well.

Abby, Jessica Johnson.

I do.

I do. I think ConvertKit is pretty it’s pretty easy. The screening tags.

Mhmm. Mhmm. Mhmm.

And and the automation are visual.

So it’s pretty easy.

Yeah. Yeah. Yeah. So most of us set it up ourselves. I would for your business, and this is just a piece of side you know, like, from someone who’s been there and done that.

Oil business, I would say it I would highly recommend knowing the tools your business uses in setup. You can definitely hire out the setup later on, like, like I gave you the example of the open funnel setup. Or for example, design, you know, like website design. I don’t do it, but I can go in and make quick changes. I can go in and the reason being it just makes it a lot easier and less stressful, and also because I’m kind of anal about control, so there’s that too. But I would highly recommend, like, knowing your ESP and knowing what it can do. So you don’t have to, like, be you know, just kind of wait for someone else to do it for you.

Cool. Just Yeah. Jessica has another good point, but I’m offering emails for I have to copy many clients ask so many questions about set up in their ESP because it’s an easy upsell for me. Amazing.

I love that. Yeah. Wait. Wait.

Okay. Cool. What other questions do you have about packages or selling your packages?

Abby, can I ask that?

Yeah, I’m looking to, like, increase the profitability of my package. I’ve been selling it for a while. I just felt like you’re the perfect person to ask because you’re all about profitability.

So I’d love to, like, do two.

So I, yeah, I guess my option, like, the the obvious thing to hire.

I have like I’m also curious, like, how much you template, like, the the copy deliverable. So I’m doing an open funnel photo. So it’s kind of similar to your, like, fully loaded launch.

Do you I do have templates for all the bits, but I always feel guilty using them. So I’m like curious if you if you template it out. And, Yeah. With the hiring up for research, like, I have a block there.

I don’t know what it is. I think it’s probably just because I’ve I’m not really hired out for stuff like that. So That was a real question. We’re just like some thoughts.

I might be waiting, like, how we sort out.

Okay. Cool. So let me just kind of clarify so that I know I have it right, and I’m I can give you information that would help you. So, you wanna know how to increase the profitability of your packages, by either hiring it out or by speeding up the process. Correct?

Yeah.

Okay. Great. Alright. So, yeah, hiring it out highly highly recommend research take took a lot of time on and also for me because I’m in India.

Time zones, and our clients are all in the US and, you know, North America, essentially. So time zones were Royal pain.

So that was my big motivation of hiring it out because I I used to be up for calls, and then, you know, I would not be my best. Yeah. So, hi, workman, hiring out research, if you can, and you factor the pricing into your package. Basically.

So to give you, I think I mentioned this somewhere in the group earlier, like, research I’ve hired out in the, you know, our research assistant takes, you know, twenty five hundred or upwards depending on the depth and breadth of research. For instance, if you have clients who have, like, so we’ve had clients who’ve had big server responses that have over thousand responses. We obviously are not gonna come to thousand responses, but we still would have, like, there’s a few hundred responses that we would, like, kind of pull from. Right?

So that’s more data there. It kind of depends on data, but essentially, like I would say, twenty five hundred is a decent package price kind of keep in mind if you’re hiring a research, but you also for the other thing you wanna look at is opportunity cost. Right? So When I calculated the amount of time, actually, my uncle calculated the amount of time, I was spending on the research phase of product.

It just made more sense for us to hire it out so that I could take on another package line. Right? And that kind of then You know, that is what helped us to really do more work without burning out. I mean, like I said, like last year, just the one the one hundred k package that I did was, like, twelve different sales pages and don’t know how many hundreds of emails.

It was, like, I could have easily said, like, okay. Yeah. After this, I’m not gonna do another project.

But I just wasn’t stressed out at all. And large part of that would be, research, but the other is going to answer the other part your question, which is process package delivery is all about your processes. And this is for everybody, whether you do, you know, like launch copywriting, your email rating or any kind of copywriting point is for your packages, you need to look at what can you systematize and In my case, I do not have used templates for copy.

I have a huge thing against templates for cockney.

It’s on my pet peeves. But I do have what I call recipes and frameworks. So I’m a huge, huge I would like if I write a sales page for the first time at it conversely well, you can be one hundred percent sure it’s going to become recipe. And when I say recipe, it’s essentially I would write down, okay, like, so here’s step one.

Like, literally, write it out like a recipe. So I would say, okay, here are the ingredients that I use for this. Here’s step one. You’re step two.

You’re step three. You’re step four. You’re step five. And then when I’m sitting down to write, all I do is I open up a recipe.

I copy that into a Google doc, so I’m not starting with a blank page. And then I just Follow the steps, put my copy in the relevant sections. And when needed, because again, audience is wary. So it may be the same recipe, but I can move steps around and gives me flexibility.

So that is another way that I’ve been able to really speed up my process. That’s made a huge, huge difference.

Going back to hiring, yes, research is one thing, but you also need to know that our very first hire was an editor. Because editing was my least favorite thing to do. We did not hire VA. I know that Joe encourages us to hire via, like, you know, first thing.

But went against the grain there, hired an editor because editing was my most time consuming job, and an editor was our first full time hire and has continued to be part of our team sense. So, that saves me a ton of time because I know the copy that I get I’m like, I’m not worried that I’m sending off copy that hasn’t been seen by another pair of professional copywriting, copy editing files. So our editor right now is someone who’s also trained in BrandVoice. So that means really, really you know, it’s really helpful for me to know where I’m going off voice sometimes for a brand, you know, especially because I do multiple projects for the same brand.

So she’s she can recognize, like, hey, you know, this should you be using these many exclamation marks and, you know, things like that because it’s not on them. So that really helps save time for me. I’m not spending time editing. Anything that helps us save time is a hire that we would we would consider.

I don’t do my own wireframes either.

We hire that out too. So I save a ton of time on just focusing on doing my writing.

That is that is basically what what’s really really helped.

Okay. Cool. Yeah. Because I don’t I don’t wireframe. I didn’t realize you did that.

But I yeah. I think like So a project will take me fifty hours, and I don’t really see room to, like, speed up. So I do use frameworks and stuff, but I think with the hiring out the research, like, because that’s such a key part of where, like, the ideas happen, like, when I’m finding it all, like, that’s usually when I get, like, the big idea. So I think I just, worry that if I hired that out, like, I mean, what do you think of, like, if I have, like, a kind of a framework for a master guide and I tell them what race I should do and, like, to put it in there, and then reviewing that. Is that kind of?

Yeah. Exactly. You can absolutely do that. So I have a framework for my messaging and recommendations guide as well, and I would let my researchers just know that, hey, you know, this is how I needed it.

So and, yeah. I mean, we worked with three different research specialists over the years and all through, like, because we had so many projects, so we would, you know, like, and they would have that limited So we would hire out different projects to all of them. All three of them have same standard instructions, same briefs, everything. So it yeah.

And I completely agree with this. This was, like, one of my big too. It’s like, you know, okay. How would we get sticky messaging?

How would I know about, you know, things like, okay. Again, the big idea here, all of those things, but Yeah. I mean, hiring research, Abby has made zero, I would say.

Difference tune. In fact, if anything, I’m more creative. Like, I find that because I’m approaching the messaging and the research data with those fresh eyes. So I would say it’s it’s been a huge huge help.

Oh, sorry. One more question. I’m really sorry to be like a hog, but, how how do you hire someone? How where do you find these people? To do.

Yeah. Yeah.

I I actually so sorry. I I want to add to this. I also wanted to ask, like, I’m curious For the research part, do you hire someone who already knows how to do copy research, or are they like generalist researchers or what?

Copy research. They they specifically work with copywriters, to research for their client. Projects. So, I’ll tell you how we found.

So here’s, so one of the first researchers we worked with was in our programs, for creating packages, and created a research package, and we ended up hiring her. So that was easy. The second researcher was, Melissa Harstein, I found it to another copywriter, and the third researcher was essentially she started as our content support, and the community concierge, assistant, and then she we realized, like, you know, she she had the potential. And so we started asking, like, would you like to do research?

And she did, like, a bunch of projects where it went really well. And now she specializes only in research. So, but how would you find these is by asking people in your network. Like, this is the group you would wanna ask.

I’m happy to recommend who we work with for research. Should you decide to hire, and you could ask on social. Like, generally, And that’s how we found our editor as well. A copywriter who was in my program was working a second editor.

Our first editor, we found through an ad. You can also do job ads But, but I I feel like you make way, way better hires through, you know, like asking people who they work with and getting referrals. So very happy to recommend both our editor and our research people. To you, one of them has gone in house and is no longer doing research, and the other one This also is on a short hiatus from work, but the third one, I’m very happy to make an introduction to any of you needed.

Thank you.

That’d be great.

Hi, buddy. Hi, everyone. How are you?

Hey, honey.

Hi. Sorry. I I didn’t realize it was so early this morning. I had the kids walking them to school. So apologies.

This has been so helpful, and I’m right with Abby and Chris about Christopher about, you know, trying to outsource as much as possible.

And I know Abby, you are looking at a VA. So I think it’s I would love to really dive into this outsourcing because I think what I was hearing a little bit muddled was, you know, it’s like relinquishing control and what parameters because I think When I’ve heard of people who they start to outsource, they spend early days a lot of time trying to figure out a process. And that can be a really valuable time spent, but it’s also with the who you do that work with.

I’ve been cautioned about, you know, there’s a lot lost in translation that can happen when you’re when you’re partnering. So I know that, you know, the turning over some of this really important work that you mentioned is really my next step. And so I’d love to hear from the group or from anyone about the work of relinquishing control, I guess, as the mindset.

Yeah. I feel like that. And I I’d love for the groups to weigh in as well, but I feel like, that I I’m as I type a overachiever who, like I said, I’m anal about control, is what I realized is that I actually have more control more creative freedom when I’m not stressing over things that, you know, someone else can do and do well. I will say, though, and again, this is something for for future you that you wanna start thinking about is even before you hire, answer your question about processes, processes and systems, is you wanna start documenting your process. Right? This was really helpful.

For us when we hired is, like, just have well documented processes to share with whoever came on board. So they knew exactly what do and when, and that makes it really easy because it, you know, it’s a shorter runway.

Also for certain jobs, like, when you hire them out and you hire, like, say, research, for example, you’re hiring someone who is a research specialist, the runway is way shorter because they’ve already done so many projects. They work with so many different copywriters. They know different styles, and they’re really easy to work with. So that makes it that makes it much, much simpler too, which is why I’m a huge fan of asking your network peripherals, about people that they really enjoy working with.

That’s great. I think, I’d love to know, who those trusted people are within our network and, you know, building out maybe a directory of those people that we could turn to.

And then I think the last thing is out outside of the network is upwork or any of those places, reasonable places to go to from your experience.

Yeah.

Early days off of business, you hired a lot of people off of fiber. It was really great, especially with things like video editing or, like, quick graphic design jobs and illustrations and all of that. I’ve never personally heard from Upwork, but I’ve heard of some great people out of work as well. Like, people have had some great experience, there.

So Also, there’s a site called hire my mom, hire my mom dot com. That’s a that’s another really quick like, I her first hand from peers who’ve had great success, finding excellent people there as well. So, yeah, I would definitely say that. And Again, for, when you’re looking to hire, it would be great when you if you could, like, ask in the group and, you know, like, hey, I’m looking hire a VA or looking to hire an editor, does anyone have references, or referrals to, you know, kind of send my way.

So, yeah, we could obviously absolutely do that.

So just in terms of a source for for hiring, I’ve been in the ten x freelance copywriter group for, like, years. And anytime I’ve posted about, like, subcontracting opportunities there, I’ve gotten a ton of responses So, again, it, like, when I’m saying, like, there’s people who are already trained in, like, the copy hacker has approached to research.

You know, so you’re not, like, fully educating somebody who’s never heard of VOC or or something like that.

Exactly. Great idea, Katie.

I have, like, two questions up on this call.

Sorry.

Sure. Sure. No. Alika, give me just a minute. I wanted to answer Hannah’s question also, and then I’ll come to you.

So Hannah asked in the chat, I feel like an order for this kind of model to sell really well. You need right for tier clients on the list. Currently, my smallest list is a mix of people in my target audience and copywriters slash service providers. I wouldn’t engage my service for this.

So, for this, you mean, the package you currently have Hannah? It’s Hannah here. Yeah.

Hello?

Okay. I don’t know whether it had us here or not like Sorry, Elythea. I was about to ask, like, just get more clarity from from Hannah about her question because I saw that come up a short while ago. We let Hannah come back to us. I wanna get some more context around that.

Why did you go ahead?

Oh, no worries. So I have two questions and one is I’ve been, like, Two months ago, my dream was just a contract for operators because I wasn’t called with one of the leading operators right now. She’s a co she’s a coach of Galaxy. And then she told me her story about subcontracting subcontracting for another operator.

So the the thing that you’re all talking about research I wanna share the other side of the story that what Abby just said that the the research was all done for me, and I’ve really struggled with that. When I sat with the writing part. Like, because I I did not I had not done the research. Like, I had not gone and done the interviews.

I struggle a lot with, like, reading through all those heaps and heaps of transcripts.

Then, And although it was like an airtable and very organized, but I struggle with coming up with big ideas and specific VOC, which So how how do you overcome that when you’re writing and when the research is done? Like, do you read it again and again or especially when the the product or offer is not very familiar to them.

Okay.

So here’s the thing. So my research process essentially includes the VLC, which is your you know, survey data and your interview transcripts and your kickoff call transcript and all of that. Right?

But then the second part of my research is offer optimization where I go into their offer, and that is something I still do. It’s like I go through their I work with course creators, right, and coaches. So I essentially experience their course or service firsthand to get, a direct look at how a student will experience it.

So I am familiar with the offer of what with the research document as well. Like, here’s the thing, if you get them the way you would want it to be presented the way you kind of use your, like, how do you package your research so you present it to the client? And, you know, or how do you package your research so you use it?

Either which ways If you let your research, you know, assistant know that this is how you would want it, you would be starting with a done feed document. Would you have to read it Yes. But you don’t have to read all of the transcripts. I’ve I don’t read the transcript unless, of course, I wanna kind of double check something that, you know, or I wanna kind of get some more insight on a, you know, a particular, messaging area.

But or you don’t have to go through the surveys. You’d yeah. And the kickoff call is with you in any case. How our researchers can is done is I do a fairly in-depth kickoff call.

The client fills out an in-depth questionnaire, and then our research assistant takes over, does the interviews, survey responses, forum mining, coming through, like, competitor analysis, all that the research assistant does. And then they presented in a format that I wanted them to present it in because that is how I’ve been, you know, approaching my research. Like, after I’ve done all of this, I put it into, like, a fairly hefty document divided into, like, the usual sections, you know, your pains, wants, etcetera, etcetera. And then if it just yeah.

So they basically shortcut all of that for me. But it’s not like I don’t know the product because I do know it because I’ve gone through it. Sub contracting is different because you may not have contact with the client themselves. So I because I don’t subcontract, I can’t really speak to that experience.

And I have another question. And that is, like, I’ve been about hiring from day one. Like, even if it’s only been a year, I’ve hired multiple multiple things and also so what I do is, and I felt a little bit of resistance here. So when I hired for the first for three or four times. It was a higher class, bio class thing. And then I realized that I, I needed to add test like, so I added, like, a test project and or just just to see, like, if they’re fit for this job.

And there, I feel like some, like, beginners opt in for that, and then they don’t qualify.

But then the people who are actually doing great, they don’t opt in for that because they think that that, like, you know, I’m that other spammy because they’ve opted for other test projects and been, like, they’ve they’ve been born out for that. So how how do you deal with that? Like, how do you How would you approach that?

Because when I’ve hired someone with a test project, it has been, like, if someone is really qualified, it has been really beneficial for me through, like, clicking out the perfect person instantly.

But how do I encourage someone to do that? With all enthusiastic.

You you cannot.

It depends on the person who’s applying for the job. Right? Like, you cannot do the job of generating enthusiasm for applying for something for them. You can make it simpler and easier by laying out everything that they would have, what they would what you would expect, having clear expectations, also highlighting why they should wanna work with you and what what’s it for them, that kind of a thing. But beyond that, like, whether they decide to do a test project or not do a test project, essentially, up to them. Right?

I mean You recommend, like, doing a mini sales pages thing that that also walks them through, like, what’s in it for them?

No. I just do like a regular job ad. Like a well written job ad would be fine and as long as, you know, it just kind of you don’t need to sell them on sound working with you and for you to pay them. You need to sell them on, you know, the here’s why we need a test project here’s how it’s gonna help me understand and, you know, the the skill level you have and the expertise you have.

And, you know, the, you know, whether we’d be a good fit working together. So, so yeah, I would go with that. Again, full disclosure for us test projects have been for when we hired from Safe Fiber, and that test project has or up we are not work, but I would say if you have, I believe, wanna start with a single project, like a small project to see how it goes, look at turnaround times and all of that In other cases, how we’ve worked with it. It’s been with social media managers or VA’s or content support assistants or graphic designers or research assistants or, you know, editors, it’s always been we start with one project.

So we just do, like, one project, like a full project and see how that goes. Worst case scenario. It may help go really well, but then that’s just one project. Right?

And you’d never work with the contractor again.

Touch with. We’ve been very lucky. We’ve had a couple of, like, instances where we’ve not, you know, like, we’ve had, like, I think, literally say a couple of instances. But where, you know, contractors haven’t have dropped the ball have, like, literally ghosted us after, you know, saying yes and taking payments.

So, yes, it happens. But we’ve been very, very lucky with our team of contractors that we work with. So, yeah, very grateful for that. It’s been I know because it’s it’s hard hiring.

I completely agree. Thank you. That’s very helpful.

You’re welcome. Kaye said I color code everything by team. I think it’s a matter of figuring out the presentation in a way that works for your brain. Exactly.

Like, do you approach your research? Like, I always would categorize it into different categories. I needed it in, like, a Google Doc format. It’s presented to the client and like a very beautiful PDF, but I needed it like that.

And that is exactly how I get it, which makes it so much easier. So you need to figure out, like, when you are working on a copy project, how do you approach your research? Do you start by, like, going through everything and but do you document everything? Like, where does where does that documentation happen?

And that is what you need someone to do for you when they’ve done all of the other parts of the research.

Okay, Hannah, I had a couple of questions around context for your, you know, what you said about, I feel like in order for this kind of file to sell really well. You need to, like, right fit target audience clients on the list. So when you said your, your current list is a mix of people in your target audience and copywriters who that wouldn’t get your service with this, but you can still sell to people in their target audience. Right?

And then you say they’re assuming your package. Correct?

So I’m just I’m just saying that, like, I haven’t done much of this kind of setting because I feel like my list is so It’s not such a big list, but it’s like mixed of I have some of the right fit lines in there and some not. So I would have to do you segment when you send out when you have Yes.

Yes. I would feel like when I’m going to send out this kind of, to do such a fun, I would have it first focus on growing. Like you said at the beginning, going to list with the right fit to help people on the list. Yeah. I would say that too, and I would also say that segment you’ll list right away. Like, if you’d know you have a mix of charter audience clients. I would, again, do not wait for when it reaches a decent number, segment them right now.

And let them know that, hey, you know, I if you are a whoever your target audience is, if you’re this, you know, and would like to know more about what I have coming up in twenty twenty four, like, right now. So, you know, just click here and my email automation would do the rest. That kind of thing, and then you just tag them. So you have that signal building away.

Then you can set up your sales sequence to go to that segment. Right.

Cool.

Katie had a question.

Sure. We’re a little over time, but if everyone’s cool with it, we can stick around and answer Katie’s question about creating a package. Go ahead.

Okay. So I think, like, this may be beyond the scope of this call. So feel free to, I’m like, I’ve got today to to work on this kind of thing, but, my current audience is like coaches, experts, course creators, and Through conversations with Joe about my Red thread, we had talked about, like, what I currently do being profitable signature offers, so a lot of for optimization, like core messaging and sales pages and and funnels, but wanting to create some IP that’s applicable to a broader audience potentially into ecomm I can like see all of the big picture of that, but just when I think about like a q one sales plan, I’m totally lost on what to sell to my existing audience now that also allows me to be like ticking the boxes on our you know, our, like, towards celebrity status, spreadsheet because it feels like I would have to be creating content for the business I have now and creating content for the future business, which I just don’t have capacity to do.

So I guess my question is like, do you have any tips on the packages to bridge that gap or like finding kind of the overlap in the Venn diagram between where we are now and where we’re, like, hoping to go in the in the context of this program.

Oh, oh, I think you’re muted.

You wanna you are sorry. You wanna start working with e commerce businesses on their the entire profitable offer suite. So their offers and then their sales copy on their emails. Is that right? And right now you’re working with coaches and course creators on a similar thing.

Yes.

So there’s your overlap. It’s the outcome. Right?

Like, it’s the Well, I guess it’s not my question.

I guess I’m like, do I because you work with course creators. Do you Like, if I want to go as big as this, like, if I wanna go as big as possible, is there space to do that in the coach’s course creators realm, or do you think that it’s easier to have a, like, bigger outcome from the bigger pie that is e commerce.

You are asking the wrong person because, like, I believe, yes, there is a lot of scope in the coaching and course creation industry.

It honestly, we could we should have this conversation in Slack as well, but the point is, like, I feel like there’s a lot of the coaching and course create create an industry. You don’t wanna just look at your marketing coaches. Right? You wanna look at beyond that like this. So much learning happening. There are courses for for equine business owners. There are courses for, you know, like, in all the finishes.

That’s one of the reasons why I, you know, never need to down per se to something like a specific as I write for female marketing coaches, you know, So Yeah.

So, yes, there is. Oh, is e commerce a more profitable, Leech?

Maybe, maybe not. Like, define profitable. Right? Right? Is it profitable for you? Is it profitable for, in terms of, like, the people who are hiring?

Like, what is yeah. I mean, like, for me, I feel like it’s very profitable.

Okay. And also from, Katie, the other deciding factor for personally for me is also the the stress level when working on a project. I find because I’ve worked with with EdTech, where you have, like, multiple state stakeholders. I have also worked with e commerce as well. So I I work a lot of e commerce intact.

Before I focused, kind of focused on the coaching industry.

I find that stress levels in this industry way less because they’re very fewer stakeholders in the project. Right? It’s usually the person behind the brand and maybe they’re OBM and maybe someone, you know, like, a CTO or a marketing person, but Yeah.

Yeah. Yeah. Probably it’s moved much faster.

Okay. Thank you. That’s all really good food for thought.

So I’ll be I’ll do in Slack on this as well. Yes.

Please. Please. I, you know, yeah.

Tag me and post it in Slack, and I’m, like, I love coming up with packet ideas. So, yeah, happy to help.

Christopher’s last question for the day, SLP, do you pay them? Have you ever yes. Yes.

Have created them myself and lately have had, like, our community concierge. I totally is transitioning into full time research right now. So she created all one of the SOPs for the person who will be coming into the community conflict role because she’s been doing all of it. Right?

Like, so, it just made sense for her to document everything. And she’s also documented. She used to do our comment content, support thing as well, like the blog post uploading and, you know, sending out the email you said, all of that. So she’s documented SOPs for for all of all of that.

So but the initial SOPs that I gave her were created by me. So when you do bring in someone, you could you can definitely have that conversation with them that, hey, I would love for you to document your workflow and your, you know, the whole process as you go along so that it becomes easier for us to know how things are going, and if there are any gaps, then we need to fill them. But, yes, you can do it both ways.

Both. Thank you.

Awesome. Everybody, great call. Great seeing y’all, and I will catch you inside.

Worksheet

 

Launching Productized Services

Launching Productized Services

Transcript

Alright.

Before we begin, these launches are not essential. You can sell your product services or your package offers without doing a launch launch. The idea, however, is that you do need to share them in some way. I call them launches because that’s, you know, that’s how I approach them, and that’s how we in the past sold, these packages, especially when they’ve been, you know, like brand new, or, when we know we would like to say see the next quarter booked out. So you would still see me doing that, a lot of times with the newer packages that we launch.

So getting straight to it. The first stop, this is the launch that I have probably used the most because this is really great for high ticket offers.

And it has natural urgency because with the high ticket offer, you generally put a cap on the number of spots because there’s only so many that you can take, or you can give them, like, an extended payment plan.

Something that we’ve done in the past is we’ve prebooked clients and each, like, given them, like, say, a six month or a nine month or even a twelve month period to use the package, which means they can book it, say, in January, they can keep paying for it over time. Let’s say they wanna launch in September. I’m talking about, like, the fully loaded course package. Right?

So we can if, you know, we can give them, like, an extended payment plan. So they they’re paying we’re getting paid in advance in any case. Before we even kick off the project. Right? So we they get, like, that extended payment plan as well. So I love limited urgency focused launches for obvious reasons.

But, yeah, it totally depends on what you want. So You can create urgency for your launch by using any of the following, offering a special payment plan. Like I just told you about limiting the number of spots because, you know, well, you have. It’s like a high touch service generally. And then making the package available only for a limited time. So when the fir when the very first time I launched, the fully loaded launch package.

It was not a high dynamic variety standard. Any one of you who’s watched my tutorial Tuesday knows exactly how much I charge for it. To begin with. It was what it included, you know, underpriced. However, let it also be known that it was my first time offering that package. I had never done something like that before. So I feel like there’s basically what Maikan and I thought was, like, let’s test the waters and see.

It obviously all sold out really, really fast. So that time, what we’ve done is we’d like kind of just post it on social, and I’ll talk about that in a bit too. But we’d limited the time that people could, you know, have for signing up for this. So you can, you know, create urgency in many different ways. You don’t always have to discount your package.

You can choose to combine two or even all of these to run an urgency focused launch.

So what are the copy assets that you need for this? Your opt in page, your sales page goes without saying you need thank you pages for both of these, but All of your smart people, you know that, emails, blog posts, and I’ll come to that in a bit, and then social media updates. If you’re using a shopping cart, for a prioritized service, you obviously need that too, for most of our packages. We do not use a shopping cart, especially for our high ticket packages.

So, basically, because we either, help, you know, let people pay over time so that, you know, if they wanna spread their payments out, or sometimes we need to customize it even further. So so there you go. But anyway, these are, like, the copy assets that you need, or you may wanna use. I hesitate from things absolutely be because sometimes you don’t need a blog post.

I’m just sharing everything that I’ve used in the past. So often, you wanna create a simple opt in form. This is not the opt in form we’ve used in the past. This is just an example of the opt in form we currently have on the site, but point is you wanna create a simple opt in form and to collect your leads, especially if you’re gonna be using blog posts that are specific or social media updates that are specific to your product type service.

A sales page. We’ve already talked about what a sales page could look like for a productized service in, one of the previous sessions. So, if you haven’t watched that, I would highly recommend watching it, but tweet as your sales pitch needs to let prospects know what it is, who’s it for, how can they, you know, use it, what the benefit in it for them? Why do they need it? And why do they need it now?

Because remember, this is an urgency focused launch.

And then let’s talk emails. So these are emails that we’ve, you know, used in the past, and have had really, really great results with for, especially even for, especially, not even for, especially for high ticket packages. So the teaser email is the email that kind of goes goes ahead of time, letting people know what’s coming up. It also gives people who are not interested in the package to opt out. The second is, of course, the launch email, which is, you know, like Gmail. It’s a plural sales email.

And then I have the four f emails. I love creating frameworks pretty much everything. It just makes it easier for me to remember what I’m supposed to be, right, writing in those emails. So first step is my fans and followers emails, which is essentially a social proof email, testimonials, social proof, for p, you know, from people who’ve used your services or if you’re, you know, it’s a tested out product type service who’ve used their service before.

The FAQ email, again, fairly standard. You wanted to move objections by answering their questions, and then they’ve got the future pacing email, which shows them what their life is gonna be or their business is gonna be once they worked with you. And then we’ve got the final countdown emails. So very, very standard emails, and there’s not, you know, like a lot of you don’t wanna get too complicated with them.

Couple emails that we’ve also occasionally used include the authority emails and then grab the bonus email, which are which is both great. Like, if you have authority content, or you’ve got you’re offering a bonus.

Again, something that we’ve also done with our packages in the past. For instance, like last year, I did a Flash sale spritzer package that sold out really fast. It was, you know, basically a package for writing emails a flash sale and the bonuses that I included were, social media blurbs, not full blown posts. No.

Social media posts and then blurbs and news, you know, to use in your newsletter or or even as short social media captions. So why did it include those bonuses because it was they were really easy to create. I’m writing the emails in any case. I can choose full social media copy from those emails itself.

And it kind of removes the hesitation and objection that our audience has, that my audience may have around the Flash sale emails. But, okay, I’m doing this Flash sale, how do I promote it? Well, I’ve got you covered.

So, yep, grab the bonus email. We’ll be one of those. Yep. Money.

Hi. Quick question for you. I’m, I’ve never done a lot before. So and I was asking about software and etcetera. So for somebody who’s, like, never gonna launch.

Where do you start? I guess that’s where maybe there’s more courses I should be taking back in copy school. But if you were like an absolute beginner because, I’ve never launched a package, I’ve Mhmm.

Where where is there, like, a good how to or checklist guide because I feel a little bit lost to be frank. When I I go through this, I’m like, oh my god. I have done none of these, and I don’t know where to go to get you know, frameworks or starting points.

So that’s and maybe I’m the only person in the room that has that, but that’s where That’s a really good question.

So for a launch like this, right? You could use you if you have an email list You could use your ESP for sending out the emails. It’s that simple. You don’t need any fancy software.

You can just use the email system you’re using to send out emails to your list. If you, let’s say, do not have an email list, you can use social media. I I know you started posting on LinkedIn and use your sync script. Traction with it as well.

I have a social only launch as well that I’ll share with you in just a bit that you can just use social media to sell your, you know, productize service.

For the sales page or the opt in page, all you need is basically like your website. Right? You can They got opt in page would be on our website. Our sales page is on our website. So as long as you have a website and ESP, or an email service provider, and like a social platform.

You’re good. And, of course, oh, wait. We accept payments from people. Honestly, like, Aleafia’s recommended, click funnels, click files is, it’s great.

But it’s okay.

Oh, okay. Has that even used click funnels. Yeah. I haven’t used click funnels personally, but I do have clients who’ve used click funnels. It offers way too much for what you all need to sell product. I service selling productized services is the lowest tech.

Kind of launch that you can never think of as long as, like I said, as long as you have a website, you have an ESP, and you have a social platform and a way to accept payments from people.

You’re golden.

It’s such a hackathon.

Well, because it’s interesting that you asked that question about click funnels because there’s go high level. And then there’s Exactly. Yep. And glow go high level, which is really interesting about it, allows you to like, as a full service with email, I think hosting.

Yeah.

I’m It said Quick address as I do.

Yeah.

Yeah. So it would be really interesting at what people thought about that as an option because it’s sort of like the all in one built in I don’t know how efficient it is to do these kind of email sequences, but if the software itself, is an all in one solution would be interesting.

Yeah. Funnel gorgeous. Katie said is another one. So quick funnels, funnel gorgeous, go high level, even kajabi for that matter. You know, they are all all in one solutions.

If that’s what your business needs, definitely look at them.

The re so what I would kind of caveat this with is the last thing you wanna do is over complicate your tech stack.

So you want your tech stack to be as simple and efficient for you to be able to use and lean on as your business grows. And also Also, where most importantly, you want your tech stack to make you feel comfortable and not intimidated.

The What I find that happens with a lot of our clients is, like, especially with things like kajabi or or click funnels, or even funnel gorgeous because I did have a plan who used funnel gorgeous is that they need to bring in someone to be able to set things up for them, to be able to, you know, do a lot off the back and work for them. If you’re cool with that, that’s great.

I personally like to know how my website works. So even if, say, our tech team, we both have a tech support person and a designer and a developer.

If they were to say be sick or unveiled, I can go in and really make sure everything’s running running smoothly, which is probably why we haven’t moved to all in one solution also is because Everything is speaks well to each other. Our website is on WordPress.

Our ESP can work our social platforms are obviously all sorted. So we didn’t really see the need for it. So definitely explore the solutions, but then make a decision that feels good and comfortable for you. Because, Do you need all of these to sell, you know, your your packages?

No. You don’t.

I’m proof of that. I have so many other, copywriters who who don’t use any of these. As long, like I said, you need your website. Yes.

You need your email service provider. Yes. Need a social platform. Yes. You need a way to accept payments.

Yes.

If your current tech stack is doing the job and you’re happy with it, that’s fine.

Katie, said, I use ConvertKit Squarespace and Triclip launches. There you go. Yeah. Triicot is what we use as shopping, car too. So one time payment and has an integrated app. Jessica Business Center once had system before software. Absolutely.

Absolutely.

Cool. That was a really, really great question you asked me. Thank you so much for asking. And, yep, Chris, you’re right. Click files is seen up as a bit. It is, you know, it’s got, it’s got, Russell Brunson behind it, who is the author of quick final, oh, sorry, expert secrets as well. He’s a smart marketer, but some of the things that they do don’t just sit right, with with McAfee personally, which is why we don’t use the calls for us.

Cool. Great discussion. Alright.

So, yes.

Moving on.

Quick notes about blog post authority content.

All of you here are supposed to be building a authority. How I was not supporting the, you know, when I was starting out was was with block posts, which is why I lean on them heavily I since have added a lot of other, elements to our authority plan, but block host is what I I still love a lot and use heavily for both launches or or for, sharing our services and all of that. See, again, you can choose which you wanna leverage to share your content, I choose walkways. You could choose a podcast. You could choose a YouTube channel. But point is you do need to build your authority.

Preferably on a platform that you also own because, yes, social is great.

That social is a fickle friend.

Social will change at the turn off a hat, and, you don’t want to put all your eggs in one social basket.

So which brings me to social media posts. I four sharing our services, our packages, you will find. I usually lean on the, what I call, the ABC firm framework. It just makes it very easy for me to create social content as well.

Katie, I think it asked me in the Slack group, how it creates social content I use, for me, it’s really simple. Authority but it’s called action kind of a thing. So authority is like blog post point of view. You’ll see a lot of my point of view posts on social, like takes and things like that, and also just, you know, value content, buzz posts are, you know, behind the scenes, T as opposed.

These are launch specific.

General assignment field updates that you about what you’re working on. Again, you’ll see a lot of these in the Instagram stories.

Call the action post for your, for your package or your productized service would be like, okay. Here’s what you’re gonna get. And then, you know, you also wanna do a few playout updates. Like, oh, I’ve sold these many spots, and I’ve only got one spot left. Again, you’ll see me me do a lot of this on on Instagram, which is the social platform of choice for me. Like, it is our main platform, then I’ve since added in LinkedIn.

And a little bit of Facebook and threads. But, yeah, Instagram and LinkedIn is pretty much where it’s at.

Now this is the list building Evergreen launch. This is like a lovely launch to give you more. If you have a service, productized service or a package that you sell as a subscription model.

So back in the day, we used to have a service, package service, project service called grab and go. Those were essentially done for you social media captions. I think they used to be oh gosh. I think they used to be, like, sixty of them that we used to do for a client.

They used to be custom creative for them, but we used to get them, like, all sixty. We were not responsible for posting them, but they would have, like, and they would not, like, templates or anything. They were, like, custom created social media updates that they could use to, you know, populate on the probably their social media feeds. It was a subscription based thing because it used to cover them for three months, if they were to post x number of times.

And that it so well. So for something like that, this was a a launch that worked really, really well.

So here’s what you need for this is, again, same assets just kind of slightly flipped over. So social media updates Facebook ads if you wanna run those, again, haven’t run those for our productized services, but feel free to do so. Which take people to the opt in page or the opt in content, which could be a blog post. You’re right, where they have the option of opting in.

And then when they opt in, your email sequence kicks in that sells them into your prioritized service. Which is the sales page.

Again, copy asset, social media updates, five to seven to kind of cycle through. Optent page and a raw content with content upgrades essentially means, they need to probably their email address to get some additional content or just to kind of, you know, know more about your service. You could just give it very clear and simple.

You know, sequence, obviously, sales page.

The emails, updates, and block content for this, like I said, are exactly the same as they were for the emergency launch. It’s just a different flow, and it’s on autopilot.

And you kind of just keep sending people to your opt in, and then getting them to sign up for your subscription based service.

This money is what I was talking about is the social only launch? This is how I launched our fully loaded launch. Happy package the first time ever. This is how I launch.

I’ve launched a lot of different packages since, something that you need to know about me is I am a huge believer in the launches of least resistance. I like to do something that feels easy to me is fast to execute and doesn’t take a ton of time. So this is one of those things. It’s a minimal effort, massive ROI launch.

It works for just about any kind of package or productized service.

It’s a good launch model to use when your email list is not too big. It’s tiny or maybe like a midsize list, but you do have an engaged social media presence.

So it’s also, like I said, ideal if you wanna be that has to package. Right? You don’t wanna create a full blown, like, all of the emails and social media copy and all of that before you launch it. So it’s a really, really great package to use.

You could use I’ve I’ve used Instagram for this. I’ve used Facebook for this. I haven’t used LinkedIn for this. So I will yeah.

But both Facebook and Instagram work really, really well for this. So, it can be both urgency driven or or Evergreen.

Cool. Copy assets. You need to focus and engage presence on one or two social network You need social media updates. Of course, it’s a social only launch.

You need your sales page. Again, caveat, you don’t need a design sales page. It could be a Google doc sales page. I’ve shared a Google doc sales page a previous call with you.

Again, low tech, very, you know, easy to pull together. So that, and then you know, here’s how you wanna kind of plan it out.

You wanna start at least two weeks before you wanna start selling. Your package. So why? Because, again, like I said, social is can be a fickle friend.

So not everyone’s gonna see your updates And when you post them and not everyone will see all updates either. Right? So give yourself some time to kind of I keep two weeks. You may wanna test out a short appear, but two weeks is what’s worked for for both for us.

You need to have multiple updates, and you’re hoping to have multiple types of updates again, photos, texts, videos of your overlap. And again, the three ABC goals, you want authority, buzz call it action. Once you again created those updates, give yourself two weeks to share those updates.

Share them on platforms of your choice. And like I said, I repurpose and repurpose both stuff all the time. I highly recommend. So just kind of adapt them to suit the platform of your choice.

How you wanna split it is week one is authority and buzz. Right? Because you’re sharing, why are you the best person for this package? What’s your point of view?

How is your process different? What kind of proof do you have? All of those things? What’s happening?

How are you working on restructuring this, etcetera, etcetera. Right? And then you start showing up at the peak because it’s, you know, you built thirty posts tend to build a large engagement as well. So do buzz posts.

That’s the whole idea here.

We do is a combination of buzz and call it action. So you still continue with updates on, you know, social proof and what’s, you know, your own excitement around the the package of secrets and tips and all of those things. And the last half is going to be all about a push to sales. So three to five days.

So if you’ll have, like, a five day week, gotta keep day one and two for buzz, you know, if this is coming, keep them your eye open to this. It’s gonna have, like, I’m gonna have only three spots, etcetera, my past clients have shown. Obviously, you don’t wanna lie. If past clients have shown interest, you wanna kind of talk about that.

If they haven’t, then, you know, you wanna say I’m gonna be limiting spots because it’s gonna be very, you know, high touch, etcetera. And then the last half is gonna be called the action to push sales. If you’re using the sales page, all the action updates will include the link to the sales page, whether it’s a Google Doc or a new website. If you’re not using a sales page, again, you don’t need one for this.

You can ask them to message you or comment on your post, and then you can, like they say, take it to the DMs.

For most of these productized services or packages, the card open duration is around three to five days.

Caliet, as always, depending on your audience, your niche, the service that you’re actually offering all of those things. So just kind of keep that in mind. You know your audience and your business best. You can always put your specific business and productized service ID. You can always lean on us in CSP to kind of say, okay. I’m thinking five days, but I feel like my audience may need more time to decide What should I do? And then, yep, happy to lay in.

If you keep keep the card open for three to five days off for your package, This may seem a bit excessive to y’all. I would recommend, though, share a call to action update during the current twice or even twice a day at different times. Your audience knows you’re in launch mode.

People totally understand and respect that. Let them know that you’re letting them you’ll be letting them know that before, you know, during the authority building phase as well. And again, remember, not everyone is gonna see all your updates.

Not everyone is gonna see all the updates. So they’re not gonna it’s just the nature of the game. So it’s okay. I know you may feel like, I’m posting too much.

Trust me a lot. So just enjoy enjoy the process here.

So I want you to keep some of the teams in mind during the social media launch, you wanna encourage people to comment and our message you to engage with you. You wanna be responsive to those comments and likes, like and reply. Always, this you should be doing in any case, but especially during the launch.

Please create your updates in advance. However, be prepared to do a few on the fly updates as well. For instance, you had someone snap up a package. Right? That isn’t on the fly. I think. You may, someone who signed up, you know, gives you permission to share that they’ve signed up to work with you.

There’s an update, or it could just be, you know, yeah, you know, this is me having a good time while my service launch is going on.

Some of those on the fly updates are great from behind the scenes and also for for social proof and credibility.

How do you decide which one’s perfect for you? Depends on your season of life. I’m a huge believer in that. Your productized service positioning and your own secret superpowers. And what do I mean? Season of Life?

You need to think about do you have a lot going on? Is it relaxed with, you know, more manageable responsibilities on the client and family fronts?

Or is it a really busy season right now? Do you have a lot on your plate? Your season like is super important to take into account when you’re creating a launch time, not just for this, but for anything that you may be launching in the future, whether it’s your workshops, whether it’s your course, whether, you know, anything.

So there’s no fun in launching while you’re feeling kind of stressed out and exhausted or overwhelmed.

And again, after working on, countable number of launches, there is no right or wrong way to launch. You don’t even have to make a big sum and dance about launching this. You would just do an under the radar launch, aft and plenty of those as well. But point is you do need to share your productized service or package when you have it ready with the people who may be the best fit for it.

Offer positioning is your package exclusive and high ticket urgency launch, maybe the best option. Is it a subscription based service? Like I said, you know, it may be do a social only blast or do an evergreen for it. Is it a starter package?

Like an audit? Great. Put it on Evergreen. You can mix and match things. You can create your own hybrid version of it.

But keeping your positioning in mind can help you create a launch plan that gives it the greatest chance of succeeding.

And then your own secret super powers. This is really important. Now if you don’t enjoy social, don’t do a social on your launch. Like, in our business, Mike and I, Bank wouldn’t even have a Facebook account if it weren’t for the business.

I mean, he’s not a social person. Social media person. He’s a social person. He’s not a social media person.

At all. I, on the other hand, can live and breathe social media all day long. I love it. It’s a happy place.

So for me to do a social and relaunch, when we first launched started doing our prototype services and packages made complete sense because I thrive on it.

For you, maybe using your email list may be a good idea. So maybe go and agree with your packages, or maybe you’re really great at outreach and writing, you know, emails to connect with as clients or pitch the core pitches. I think Oh, it feels great at that. Right? So leverage that point is create you could create your own hybrid launch model, right, just decide what works best for you, but decide as soon as you create your package and decide right now because overthinking your launch isn’t going to do you any favors. Alright. That’s it for me.

Let’s just chat.

Can I can I ask a question about the timeline of the urgency launch? And specifically, like, you mentioned the blog post of the authority content, and then the opt in How far in advance would you share that blog post and often before you went into your urgency or your email sequence?

Yeah. For the urgency launch, what I would do is I would write in a blog post.

I would keep like a let me just pour some water for myself.

I would keep, like, a four week period, essentially. I would write my blog post, send it out to the email list, send out shared on social, get some people signing up for, you know, the, like, an interest list of things, and then keep my usual three to five day card open period. This isn’t an ideal situation, Katie.

Sometimes And this is more probably me. You may be better at this than I am. I sometimes get a great idea. Discussed it tonight, he’s, like, on board with it. And then I decide that we need to launch it. So so I write up a quick Google Doc Saleslate. I literally did this today.

I write up a good quick Google Doc Saleslate, and then what I do is I will keep, like, earmarked a five day period to start talking about it on social. So my social launches are all urgency for the launches.

But if you have the time, I would say, kind of be smart about it.

Like, do your blog post first week of the month, do your blog post and let you email us get people talking about it week, you know, use week two for your the authority of the buzz updates. And week three, you could use for, you know, your buzz and call to action updates. That’s how it would be like a smarter way. To do it. But again, if you let me have lots of great ideas, I wanna test them out, do a social only low lift launch.

And when you have to often sorry, friend. When you have that often, are you are you having, I mean, generally? Are you having people opt in for a freebie or for to hear more about the offer that you’ve teased in the blog post?

Both.

Both.

I, for instance, I share let me actually show you this in.

An option. So before I launched ready to sell, Right?

I had a blog post that was all about selling evergreen courses.

And it’s like a fairly detailed post.

You’ll see this this often right here is not for ASL, but earlier, this often was for, if you’d need my help to write your evergreen funnel, get on our wait list for when I open up, you know, the I have the excitingly evergreen package, so it was for that. So I used to do specific freebies. Like I shared with you earlier, it just became very confusing. And then those rebies would not be updated, and I would be like, all like, you know, I don’t have the time to kind of work on them.

So I just went with this. It’s been working. So I guess, plus, you know what, I realized, like, people who opt in without getting a freebie are actually genuinely interested in learning about your sources. So or your program.

So, yeah.

Thanks. That’s really helpful.

You’re welcome. Abby, I know you asked the same thing. What are they opting in for? You could give them a specific you know, and offer specific opt in.

Like, for instance, let’s say you are you have the day when evergreen thing. Right? Like, so you could give them, like, say, hey, here’s how you could do an audit. To see if your offer is ready to go Evergreen from day one.

That could be your freebie, but, personally, I don’t they just opt in to be the first to know when I have availability.

So, yeah.

Any other questions about launching your productized services and packages about structuring them, anything else?

I I have another question if nobody else wants to go.

I would love to know, like, how do you decide what, what becomes a productized service versus what is just your bespoke packages. Like, for example, fully loaded launch, you know, how do you reconcile doing like a custom launch strategy for people versus them buying fully loaded launch and having that kind of set menu. Okay. Good.

Good. Good question. Alright.

So For me, essentially, it is about solving a problem for applying.

Like, what would be What would make it an easy yes for them?

Like I just shared with you, I’m, like, literally right now about to beat a test new package for our existing clients who want more from us. So I will keep you posted with how that goes, but essentially we look at what what are people? What do people need the most? What does our audience need the most?

Can we give it to them in a way that’s effective and efficient for us? Is the last thing you wanna do? It’s like, let yes. We can give them the world on a pattern but is that sensible?

No. Right? So how can we do that? And once we kind of figure that out, that’s when something becomes a prioritized service.

Going back, for instance, I used to have an affiliate swipe copy package. Again, it was because, you know, I had a lot of people approaching me like, hey, have dig I have a digital product. This is gonna, again, we were working, as social media managers and content creators essentially. Right?

So we had like a lot of our clients were bloggers, and all of them had, like, ebooks and, you know, like, digital products, workbooks, and things like that that they that affiliates were selling for them. So we had an affiliate swipe copy package for them that would give them, like, say, for affiliate emails, it would give the their affiliates, it would, it would to use a swipe copy, for selling their products.

And from those emails, it became easy for me to pull social media updates.

So I did that. And then What I did was, which was like a one time thing was create, a PDF with, you know, fifteen different ways to promote so and so is a affiliate product. So, basically, those ideas were transferable because the audiences, like, our clients essentially all had, like, nine dollar, nineteen dollar, twenty nine dollar ebooks. So it was easy.

So, essentially, what how we approach this is What’s the problem we’ll be solving for our clients? And how can we do it in a way that’s effective and efficient for us? Because, again, we wanna stick to our our internal hourly rate. Yeah.

Does that help? Cool.

Monique, what courses in copy school are the best to watch, for prioritized services?

I think that’s more, a free Yeah.

I’ll I’ll elaborate on that because I, I feel like I’m going cold into the launch of, like, creating a and I had on Slack, which I saw thank you for your comment about workshop versus productized service.

And have two different types of services or products in mind.

A little bit about, like, where do you prioritize which one first? Because when you’re starting to in that early stage to do both, it’s a question of prioritizing one over the other. And I was just curious if there’s something that you know, as a how to walk me through a guide if there was something that I just missed in Copy school that I could go refer to.

I think.

So what you would need help with is Looking at what to launch or how to launch? What would be most helpful for you?

Well, both actually went to launch, like, in what stage and what order to go for a productized service versus going at it from a workshop perspective. So what was yeah.

I feel like, you know, I feel like what Joe’s doing in freelancing school would probably be a better fit for this. I haven’t had a chance to watch the what rise, sessions, but I believe he did some sessions on as part of master of product type services. I think that would be a better place to start, but I’d like the group weigh in on this, like, for those of you who’ve seen this or who are, you know, who’ve seen freelancing school because I think all of you have access to it as well. Right?

I haven’t been into freelancing school, but it sounds like in terms of developing product based services that rise recent sessions would be the best fit and then ten x launches, I think, is still available. And, Mike, if you’re looking for, like, an overview of, like, what launch emails to send to different phases or, you know, like, I think that’s probably your best bet.

Okay. Yeah. Great.

Perfect.

And you have questions on the blog, Printa’s own resources are amazing. So go on Printa’s blog, and check out your content.

I love that. I haven’t been here in your blog.

Oh, thank you. Yeah. No. I’m a big blog person.

So, alright. Any other questions?

Jessica, read everything Thank you. Okay. All of you. This is very nice. Thank you.

I’m glad I asked the question.

Perfect.

Okay. Cool. Anyone else got a prioritized service idea? You wanna run past me or a question about launching one. Go ahead. You have time.

Hi. I’m gonna offer some a question and maybe it’s an observation at the same time. On LinkedIn, has anybody turned on their product services, feature, and I don’t know how many are you aware of it, like, have you had anything come through it?

Is it I have like What what, you know, what are you getting value from that?

I know there’s a lot of hidden features on LinkedIn in a way if you don’t know about you don’t know to use them.

Any questions about that would be your answers to that would be insights talking about that that view by store button.

Are you talking about that one?

Yeah. Like, all you profile, it can say right under your, in the head in the header section. I will call it up front before a vote.

That’s the number for You want me?

Yeah. That’s available for premium users.

Yeah. I have that access. Yeah.

So it’s just the the first. So it changed recently, like, I think two months ago. So first, there was a custom link where you had to go on your and someone have to click customer link, but now that the button has, now that they have the button, so you post anything and then anyone reading your post can see that button so they can go directly to that click your website or there are only three options or blog portfolio website and store is here. Okay.

And have you found that anything has come of that? You know, just out of curiosity? Is it is it actually a pathway that should be considered.

Going to ask that to pre prenup because last time she taught the application funnel and the product has launched. I did I didn’t write my sales stage, and I I never knew that there’s something associated with me, but I guess I didn’t don’t do a cart open cart close to it. But I think I wrote, like, ten days ago, and then I’d be promoting it. And I’ve got like three times the amount of sales calls I usually get from midterms.

I don’t think. About seven days ago, I had no clients, no goals. When I backed up the new year. And then some because when people check my call emails, they go to my LinkedIn and then I don’t know if it’s exactly this button, but the sales page, Google Docsales page.

It did work, but have this one question regarding that that, the current launch package, it’s like I’m doing two offers. One is not not available to people like on on the sale space, which is they pay upfront and then they pay a small amount upfront and then it’s performance based. Have you go to the hot seat section, Ryan Shane had been shamed here at his business model. So it’s really curious to try that since I don’t have those many case studies.

So and it did work really well because I got like two really Really big names would would have ever said yes. Without that, one is Dave Sharp and second Jira got stuck if anyone is familiar.

So they replied to that saying that mister Smith.

But I’m curious that if, like, you share your your high ticket packages on the law firm’s sales page or you get them to a call.

Because Oh, gosh. I don’t know if on the sales page, people are resistant.

Okay.

Yeah. For me, okay. I’m sorry. I I interrupted you. How you feel, but, yeah, for me and, those are, like, Jessica and Katie, and Abby, if you’ve seen the site, you would know that I do share our pricing on the sales. But for me, it’s very important to not get on a call and have people get or shock.

So it’s not a good use of their time or mine for that matter. So, so, yeah, I’m, again, always, we’ve always always, even when we do not have high ticket packages or news, but, always had our pricing on the sales, which just kind of makes our life so much simpler. But I’m sure there is, like, again, a case to be made. So you gotta test it out for yourself. You’ve noticed that people are getting on calls and saying yes to you, so I haven’t stick know, you’re not keeping it off the sales very quick. Whatever was for you.

Yeah.

I love that.

I just looked at your And I saw that you put on store and you put a Google Doc.

That’s I hadn’t seen that. Did anyone do that? Honestly, it’s more the product I or the product services. So good for you. That’s really great idea.

I guess you can’t tell how many people are clicking on that.

Yeah. Yeah. That that’s the thing.

You can’t tell the clicks, a, I’ve put a little video so so that I’ve hacked, like, okay, how many people are seeing the Oh, as you mentioned.

Nice. Nice idea.

How many people are clicking? But here’s the question. So people who are only booking the calls are being nurtured via the DMs. And then someone said that you should, like, if it’s this high ticket, you should not reveal the price. I would really like to know, like, how do you approach it? Because in the launch space, some people are saying that or like fifteen k for now, the economy is really downturn and nobody wants to see that unless they’re getting coached on a sales call.

To to really justify the price point. Like, what I would just like to have a conversation about that. What are your thoughts?

I love for the group to kinda weigh in. My thoughts are very straightforward on this.

I’ve closed packages, upwards of fifty k, even a even a hundred k, with a proposal and not a sales call. Like, I mean, I’m just, like, people have come in knowing that, okay, yes, I wouldn’t call it a sales call. It’s more like a, you know, like a what I call our our copy chat where I go in, ask about their the project scope, So so when we sign our hundred k copy project, and then after that, I did another one for eighty k, it was exactly like that. Like, I went in, got the scope, let them know that, you know, they’d come in knowing, you know, what our where our pricing starts.

And also, like, say, the fully they their scope, I had to create proposal to them because their scope was so big that I needed to create proposal. Otherwise, if I can avoid it, I will avoid creating a proposal.

But in both cases, none of the clients had any you know, like, oh, so your sales pitch is like how much? There’s no there was no none of that, you know, because they knew, you know, what we charge. They so that is my argument. Again, very, very important for something to you, and I think everybody know is that you will always find people making an argument for and against something in business, and that’s probably why they fall, you know, you can call them best practices.

Like, people say, oh, the best practice is to do this, but the point is we can make those best practices better for us. So how do you do that? You do that. I’ve seen what works well for you.

For me, it doesn’t And I also tried, like, for my company, for us, it’s very important to build a business that aligned with our values for us financial stewardship and transparency. Super important. So which is why we’ve never charged interest for payment plans, but then something that people always say you should do is like, oh, you know, you’re giving a payment plan for your program, admin costs. So you need to try or The worst is PayPal fees.

You need to bill your client for PayPal fees. Like, your service fees needs to do, like, kind of, that’s Those are the things that I have very, you know, like my hot takes on. But point is it’s not the only way to do something. It’s not this is just what’s working for us.

So I’d love for the group to weigh, and I’m gonna shut up right now.

Yeah. I just wanted to add, I think, as well, when working with coaches, it’s just it’s like about getting in front of the ones that see fifteen k, like, the way that we see, like, a hundred and fifty dollars.

Like not everyone’s gonna see that. I’d be like, whoa, like, if they’re making, like, hundreds of thousands of dollars a month, then it’s like, they’ll see that. I’m gonna be like, oh, cool. So, yeah, I think it’s it’s just getting in front of those people. Like, I’m only just starting to, like, comprehend, like, how much money like some business owners have and yeah.

Yeah. Yeah. Absolutely. Absolutely.

You’re welcome.

Also, ultimately sharing prices.

I’ve like, I’ve talked to clients about how if you have a lot of time and you like getting on calls, like sure test out not sharing the price. But if you, like, friend, I was saying, like, if you more value only speaking to qualified people, then at least having, starting from, like, bracket or something on your site is probably a good idea. Think, like, when I was saying, like, it really comes down to which do you prioritize, like, volume of people that you’re gonna speak to, and then maybe even if they do have a sticker shock, you, like, downsell them into a day rate, or are you really only looking to get on the on a call with, like, people who are prequalified for that specific offer?

Yeah. I just I added a link. I found this, download on the upside.

Definitely check it out. It is probably the only resource to date, and I’d love to know if it helps anybody in Slack. Let me know that it opened my eyes to some of the language to use, as well as the starting point, you know, where what what was a big aha for me is under your services, definitely say starting at you know, let’s say it’s a pack of ten thousand dollars because then to your point, you don’t limit yourself on the upper end because you can scope out the upper end.

But it is anyone who can’t even come close to the ten thousand, let’s say, you weeded them out, and it’s a way of qualifying them. And so I thought it was a really powerful language, that I haven’t seen in many places, but, you know, I I think we saw that who did it recently in the group?

Stacy did it, right, where she had her own you know, buy now link to cart package, which was fantastic. So I I it take a look at it. If anyone comes across anything better than this pricing book, as a tool, please let me know because I’m kind of devouring all these ways of sharing your your fee without having to be selling your self and not in regard.

Perfect. Thank you so much, honey. Awesome. Great. Cool. Last minute questions folks, or do you wanna wrap up?

Can I ask a quick question? Yeah. It’s it’s co quite a nosy one. It’s harder.

So, I follow you with the owner console answer on it, but I’m I’m really curious, like, how many of the fully loaded loaded launch, you sell like a month, and, I would love to know, like, how much time it takes you to Yeah.

Yeah. No. Absolutely.

How many of those do we make So full disclosure, Abby, like, right now, we’re at a stage where most of this fully loaded launch copy packages get expanded.

So they usually include way more emails than what’s on the page right there.

Sometimes they include other collateral, as well, including webinar scripts that are right or create, you know, student onboarding sequences and things like that. So when it is, And because it’s me doing all the writing of the copy, if it gets expanded into something like that, then it usually means I do one of those a month and then book the rest for the rest, you know, rest of the year. Though, and that but I still take on, like, you know, smaller projects, like, say, okay, a short email sequence and to say that because, again, I write really fast.

That’s the others think is I I feel like I, you know, it it’s it’s just fast for me to write. So, So that that helps for sure. How much time does it take? I will I actually, you know, will have hard numbers for you. I tracked all my time, but for maybe an idea. Hang on.

Like, I have, like, show to give you context.

I have the screenshot handy so I’ll share that with you. But Queen is, I we try and keep our hours to, you know, below or around this number for the year. So this is twenty twenty two.

Hang on. Let me Yeah. This is this is twenty twenty two. I also have the numbers for twenty twenty three.

How much time does it take? It’s hard. It’s actually hard for me to say. For instance, twenty twenty two is, I think when we did the hundred k package, which is May and June.

So that, basically, I think, took me this is where it was, but I was also working on other other projects at the time.

I can look up my last, you know, fully loaded copy package numbers and share that with you, but it generally would Katie, I use to follow. I have been using to follow for years, t o g g l. You know what? It’s free.

And it’s amazing.

And I track literally everything I do like from If I’m in Slack chatting with you all, I will track that.

And same with our clients. So for client work, I try calls. I tracked the writing. I tracked the edits. I tracked the communication. I have with them in their Slack. I tracked them or in the Asana or in my Notion workspace or any email.

I track edits, So when I look at the number, it gives me everything.

So, Abby, all of this to say, I can review my toggle stats for the last couple of fully loaded launch copy packages and come back to you, but it generally tends to vary depending on the scope.

Yeah. I mean, I would I would love to look at it if it’s not too much. How soon to share it?

Thank you. Abs absolutely cool with it. So yeah.

I love this idea because I think it’s the starting stats. Like what, you know, for me in particular, I’m like, what success look like out the door? And I know that’s a part of, you know, setting a vision for your business, but also the metrics. And sometimes it’s a little bit like, are you following your like, number of followers on LinkedIn that, you know, then it’s the conversions on the conversations, but it’s the the number of potential KPIs you can have starting out is bewildering and you can almost overemphasize, let’s call social media stats. In some ways, and then that’s where your time goes. But it’s almost like, how do you break down what the most critical stats are for starting out product high service. What’s realistic?

What’s a really great ballpark average? Because I think you can fluctuate between doing a, you know, low end.

Maybe a higher sell or reach, or you can do high end ticket, but it’s sort of like the mix of what, you know, maybe you’ve gone through of okay. Here’s just the baseline. If you can achieve something to this effect over x number of months, These are the metrics that will really help you because I feel that’s what I need. I I work well off of metrics and goals, and I just don’t even know where to start, to be honest.

Yeah. Really important fee. I I’m the same, Monique. I I work well on goals, like tangible metrics and goals. So I would say, you know, you need to kinda figure out what’s most important, for you, for us, it is that number.

It’s, yes, for me, revenue is, like, I love looking at, okay, and gamifying the system and, like, oh, you know, just kind of enjoying the game of entrepreneurship, but so I love the revenue number, but, for us more importantly, it’s also the number of hours work and the kind of work we’re doing.

So, why? Because we have both of us deal, my husband and I do chronic illnesses. When we started our business, our daughter was a toddler, so spending time with her was super important for us and being there for her and just sting her grow up. And, like, she’s sixteen.

She’s gonna be sixteen in March, but it still doesn’t stop. Right? Like, for instance, in March, we’re taking off to you know, taking her to Singapore to see Taylor’s veteran concert. So for us looking at the number of, hours that we spend in our business and the kind of life that we are building for ourselves is what defines success for us because just chasing a constantly moving goal post when it comes to revenue or social media numbers, like you said.

You know? Yeah. It’s easy to just get distracted from the big picture.

So Yeah. I feel like that’s probably where I’m stuck right now, if I’m being very transparent, it’s like that balance between time doing, building authority because, you know, in our authority plans, it’s the book, it’s the the podcast, it’s the newsletter, and I I’m like, oh my god, it’s building all that, and it’s not even the actual business development and the launching of a product.

And If I’m being really clear because I think that’s the whole vulnerability aspect of being in a mastermind is that it’s overwhelming right now. So I don’t know if anyone else is feeling that, but I thought I’d share it.

Sure. You know, like, I think Katie had shared something similar in Slack. You know, I think last month or so, you know, where you’re, Okay. As I have the limit authority, but then how do I also get money into the store, which is a very, very real concern. So thank you for for sharing this. And this is definitely something you could consider chatting about on on a hot seat and, you know, getting more insight there.

Yeah. Yeah. Sometimes it’s I don’t know how to present it, I guess, is the thing when you’re in a hot seat. It’s sort of like you feel like you need to have copy as opposed to or something to react to, not a necessarily a mindset thing. And I I guess when it comes to mind, that’s Well, I mean, hey, I’m open to it. I’m open to it for sure as if I wanna if I wanna be the the case study on it.

Yeah.

Yeah. Yeah. No. I think, mindset is definitely, definitely qualifies for for a hot seat. So you should definitely, you know, volunteer for one. That’s, you know, that’s the whole purpose of being in this room.

Now that I have everything in my calendar, and I’ll say that that was don’t know how I missed some things, but I honestly anyhow. Long story. Cool. Check issues.

Awesome.

I asked one last question, though.

If anyone if anyone else hearing and seeing all these creator opportunities come out like Justin Welsh, so there’s a whole bunch of these courses. There’s the upside that people are sharing with me.

There’s another one Donald Miller, like all these you know, essentially, there are the programs that are kind of said to have answered the the questions and the challenges I’m having. And and I’m wondering whether I should be taking any of them, but I don’t know. Like, you can sign up for endless courses. And I guess any thoughts on that?

Yeah. You need to see what you would will those courses give you what you need? If you can decide that on your first second to agree of a sales page, then it probably not the right thing for you. One of the, you know, I don’t know if this would help, Monique, but one of the things that, you know, Mike and I did way back, we, you know, we need to probably go back to it now because but when we were probably at, I would say, at the stage that you are at right now, what we did was we made a commitment to at least finish a course and get the most get what we wanted out of it before signing up for something else.

Because, again, it kind of tied back to the fact that we had limited energy, limited capacity, limited time because you’re also running a business with it. So signing up for a course is the easy thing going through and doing the work is where you wanna see. Okay. Do I really have the time, mental energy, focus, capacity to be able to take on implementing what, say, Justin Welch or a Donald Miller would teach you.

And if so, what would that look like?

So right now, we we don’t do that as religiously, but then that we all set a very different stage. Of life and business both. So it’s kind of, you know, it’s I would say it’s okay.

But point is, it’s tempting to sign up because it feels like the course would be the band aid or the quick fire solution to the problem, and you still label it. Right? But the fact is that you are You already have access to a lot of the courses that you need and the community and the training.

Mhmm.

What is it that you’re hoping to get from those courses that you’re not getting here and how can we kind of fill that gap?

Yeah. I think that’s a great point. Like, for me when I looked at the upside, it’s like step by step. It’s sort of the for me, it’s and maybe I’ve just missed some aspects of some of the courses along the way in in our our community that I’m just need needing to to get that.

And maybe maybe if there’s anyone in the coaching side that can say, hey, these courses, Munich, you have to take that maybe I haven’t seen or taken. That would be helpful. I just don’t know. Sometimes you just don’t know what you don’t know.

And when you’re driving the yeah.

It seems like a lot.

Personally, Monique, I’ve taken the Justin Washes courses and a couple of other ones.

But I can tell you that there’s nothing new, and most of them are pretty outdated.

It’s stuff that you use to work and now everybody’s doing So it’s, basically, it’s seen as a bit of, like, yeah, pushy, like, even the, like, the LinkedIn stuff and Justin Wiresh, basically, all he’s doing is looking at what tweets work, creating templates out of those tweets, systematizing them, and then basically every day sitting down and doing. Okay. Today, you want to write about this. I’m gonna freeze it this way, changing the words. So it’s kind of like a mechanical thing, a repeatable thing, but you can learn all of that for free. Just reading stuff that these creators write on social media or on their blogs, I think.

Yeah. Okay. Okay.

Okay.

Cool. I wanna chat everybody.

Thank you so much.

Thank you.

Worksheet

 

4x Your Course Sales with A Relationship Focused Waitlist Strategy

4x Your Course Sales with a Relationship Focused Waitlist Strategy

Transcript

Alright. Over the next training minutes, my goal is to help you create a waitlist page, like, understand the secret to creating a weightless page that attracts you perfect student.

This is personally, this is a strategy that I’ve tested out extensively for our clients, with waitlists. And, of course, then the kind of emails to send to those waitlists, and then, you know, what kind of copy to include on those emails. I’ll also walk you through a quick recipe for, for one of those kind of emails. We will try and see how much you can done in twenty minutes. That would be fun.

Okay. So the to create a wait list page, and I know all of you should have worksheets with this.

Apparently, should I come through to the worksheets? I don’t know. You’ll complete you should complete the after the session. In this case, I would want you to complete them after the session.

And feel free to to tag me if you have questions if you’re working on a wait list, project for a client or for yourself, I would love to see what you come up with, and I would love to get feedback on that, as well. So even after the session, feel free to ping me, in Slack, tag me, and all of that. Alright. The SMS recipe is essentially what kind of goes against the grain when it comes to weightless pages.

Most ways wake us pages that I saw, and this is the niches that I run images essentially, coaches, course creators, authors, and membership side owners. Like, these are the four type of audiences, like that across different niches that I’ve written weightless pages for. And when I was doing my research, what I found was weightless pages were either essentially placeholders or like often pages, you know, like really short name, email address. I have to be the first to know when my book releases those kind of pages, and that’s Probably that’s great that works well for them.

I don’t know. I haven’t, you know, I don’t have the data on that. But what we realized is that if we are running ads to a waitlist page or even from social media organically sending people to a waitlist page. Our goal is that it needs to speak to the ideal student or the ideal reader and it needs to move them from unaware or maybe brand aware to most aware with intent to buy.

There is no point in putting up a way to this page when your highest conversions don’t end up coming from there. So for me, that was the goal going in, and this was the that I kinda came up with was that it needs to speak to our ideal students. So we need to structure it in a way that has their struggles. It’s obviously based on voice customer, it has social proof, it has all of the conversion mechanisms that we would use in a in a regular sales page.

Right? And it needs to move them from unaware to most aware, and then sell them on the signing up to the wait list. So we need to kind of make it worked there a while to sign up to the wait list, and that is where, you know, the next part of the training, which is, you know, the emails come in. You can sell them on signing up to the wait list by, yes, incentivizing them, letting them know, hey, you’ll get the lowest price.

But what if, and wonderful client comes to you and says, okay, I do not want to give a discount.

Right? So because that has happened with me where I’ve had clients and, you know, I authors, especially say, you know, yeah, we can give, like, I don’t wanna we’re not gonna give, like, a discount in the book. DLMS for, like, say, ten books or something like that. But, or I’m not gonna discount the course.

So your wait list page needs to incentivize people to sign up to the wait list because they will be viewing from you regularly, and that is where the emails kick in.

One of the things that I want you to know is that waiters pages don’t have to be long form sales pages.

They’re not, you know, they’re not going to be like eight thousand, thirteen thousand word sales pages. They are going to be shorter than that. Think of them as somewhere, but we, long form opt in page and a short sales page.

What I look at is essentially this, is it’s speaking to the ideal student are we using voice of customer to guide the structure of the page talking about what they will get? Is it moving them from most aware, which means that I need to have, most unaware, like, from unaware to most aware, which means I need to have a bio section and social proof as well. Right? I need to have credibility markers in there. And then is it incentivizing them? Is it selling them on signing up to the wait list? As long as it’s taking all of those wear golden, which is why I don’t have a rinsing repeat kind of a framework.

For this, but these are the three things that I look for. Is it doesn’t speak to a writing student? Is it moving them across the stages of awareness?

And is it selling them on signing up to the wait list?

Once they sign up to the wait list, the emails kick in.

You can complete, like okay. Then test it for yourself, but I have multiple times just use the emails that people will be getting as the incentive for signing up to the wait list.

Why? Because there are two kinds of emails that you wanna send.

This one is the one that people love the most. These are the ones that tend to do really, really well. And again, continuing to move our reader across the stages of awareness and getting them really excited about what’s coming there next. Behind the scenes, they come along for the right email is what I call this.

This is like a friendly introduction. You know, you and then you segue into the right behind launching or creating what course, the bug, whatever. So behind the scenes, the previews, any frustrations, you know, bloopers, highlight reels, a lesson or a chapter, those work really, really well. They’re really easy to write as well.

Especially when you’re writing them for clients, you know, then it makes it really easy to do that, because you would wanna work with them closely for this, but it pretty much on, like, a weekly basis. And and so you would meet with them. You would get to know what’s going on with the launch and then basis that, you know, you would wanna write. The email for them.

The second one is something that you could kind of, you know, almost use what I call my not yet for sales newsletters. For this, this is the TGI Fridays recipe. I don’t know how many of you remember TGI Fridays. I’m like totally dating myself here, but basically, the Fridays here Yeah.

At the FBRs or Fridays where you could send out an email any day of the week. Essentially, you’re sending out one email a week here.

And this works really well for evergreen funnels.

This is also the email that kind of inspired to nurture yourselves newsletter.

I would call it almost a package that I’ve, you know, clients have really, really loved and seen great results with. So with the TGI Friday’s recipe, essentially, you’re sending out a weekly email to the list, letting them know, you know, it could be an idea. It could be, again, it could be something behind the scenes as well, but point is with come along for the right email.

These could just be, you know, you could, like, if you if the wait list is, like, a few months long, This could just be a monthly email. This does not have to be a weekly email. When the wage period isn’t that long, It’s almost like a pre launch thing, which is when these work way better.

For this email, what I find invited why I kind of enjoy writing this email more is because I can write this ahead of time, and I don’t have to do, like, weekly calls. We’re applying to find out what’s going on behind the scenes or, you know, what’s the latest with the, you know, what’s happening with the course prep and and all of that. Is because I can just kind of use introduction, which is based in, you know, in Beijing blur. It could be a short story.

Bonus tip for anyone who’s working with clients here.

When you are onboarding your clients, when you’re kicking off a copy project, You want to ask your clients if they have a story wall. I I call it a story wall. You could call it a story bank. You could call it whatever you want to.

And if they don’t, then you wanna start that off for them. So this really when you’re writing these kind of newsletters emails because those emails need stories. Stories work really well for these.

You segue. So from the introduction, you segue into the insights. So what was your insight from that story, the anecdote, the facts, etcetera, etcetera. These are this is just example, if I’m not gonna read through them, you’ll have the slides. You could look at the slides for the examples to see how it kind of all ties together because I, again, wanna be mindful of the time here.

And then you’ll be into the information you wanna share here with them. Now, This is important. The information that you would share would connect to the book, the membership, or the course that you’re talking about.

Why? Because again, remember, these are very close to emails. And then you wanna implement them. Now implementing could be as simple as signing taking the next step with signing up for your webinar.

So you treat these more like pre launch. Implementation could be tagging you on Instagram. So you’re building that relatability, building that rapport with them. Implementation could be to pre enroll in your course, you know, so you if you have an early, early bird.

Implementation doesn’t always mean that they need to go back, print out worksheet right on their takeaways. That’s an implementation just means they need to take some sort of an action.

Besides these two kind of emails, these are some other, copy ideas that I’ve used for course created specifically when it comes to their latest email strategy.

So problem solving content. Again, You speak to your student. Right? So you know what the problems are and you get them some solutions and and, yes, you share how they can make the solutions. We don’t wanna do the what and the why and keep the how gated here, which is really popular in the online world.

And the reason I don’t do that, you know, I’ve been fortunate that our my clients have been on board with this is because when you share the how, your audience has really, really good aha moments, and they realize that their problem is much bigger. You’re solving a very you know, a very high level problem for them here, but they know that the problem goes much bigger. And and that is when they start to see that they need to work with you in order to kind of, you know, not get stuck once they’ve moved past you. Will there be people who will just take that one or two house that you give them and run with it?

Yes. But those were probably not the ideal people to begin within the first place. So You wanna look again, we’re speaking to that one person in these emails who would be perfect for whatever offer it is that you’re selling. Comparative analysis content, comparison tables are your friends here.

I have used them denseively on sales pages, on emails, like, everywhere possible. Like, probably the only page I haven’t used it is like an ten page, but, maybe I should try that out one day. But, point is comparative analysis goes a long way because your audience is considering alternatives.

It’s really important you go ahead and address the conversation that they’re already having in their head about, okay, should I go for this or should go for that by helping them, you know, weigh the pros and cons and reduce that decision over a little bit. Either which way is whatever decision they make, it’s a decision. So that’s really important that we, you know, we can, we help them see how you fill the gaps or, you know, how are you different? Maybe you’re a good different for them.

Maybe you’re not so good different for them. Either which ways, it’s up to us to do, to help them make that decision. And then walk the top content. So this is, this is essentially value you know, where you show value alignment.

For example, Heather Elon, who’s a who’s been a long term client of ours, what she did was she made it very clear on her opt in page. I basically wrote the opt in page for her, but she and she was on board with it by being very clear that people will be invited to join her course.

Why? Because, again, we were speaking to astrologers.

These are not marketers. They do not know how fattles work. These are like obvious regular people who Yeah. It would be very skeptical of just kinda buying something on the, someone they’ve been watching on YouTube, but so we made it very clear about what’s gonna happened next, we reiterated the fact on, you know, in the follow-up emails as well. So people were coming in eyes wide open, and they will know, like, Oh, here’s a free master class, and now here’s what you’re gonna need to buy to keep moving forward. Point is If your clients have an audience that a is not very marketing savvy, B is or has been burned badly in the past by poor experiences, and or You have a brand that is known for a very high commitment to values, integrity, transparency, You know, it may be a good idea to have some walk the talk content in your waitlist email strategy.

Alright. I think we are very good on time.

Yep. That’s it.

Let’s talk about how are you gonna use wait. Let’s see your programs or services, and I don’t know why my Jeff is frozen. But anyways, go forth and wait list await to your users. Okay. Cool. Questions. And then you can do copy reviews.

What do you consider to be a or for you for you personally, like a good benchmark to aim for for a waitlist.

I’m sorry.

What do I consider to be a a good bed benchmark for a conversion rate for your wait list when you’re launching.

Well, that’s a very good question. So I have seen and this is a how I set benchmarks, Abby, is based on what the client has seen so far from a launch. If they’ve used a rate list, then from that rate list. And if they’ve not used a rate list, then what’s been highest conversion software. And then I go ahead and set benchmarks.

Having said that.

The range that we’ve seen for weightless conversions have has gone anywhere from, I would say, thirteen percent to and almost twenty five percent.

Because I’m gonna hazard a guess. It’s probably more than that, but talking to twenty five percent, which been really, really good because and this is probably just my audience, my clients, sometimes, like, I work with a lot of audiences that are very skeptical. I do work with marketers as well, but I do also work. I do work with audiences that are that have a high resistance to being sold to. I think homesteaders, like, right now, just before this call, I had a call with a client of ours who has a homesteading business. Homesteaders.

Sorry. I just want to similarly, astrologers or crafters or, you know, so It could just be me, but I yeah. That’s what we’ve seen. I would say, thirteen to twenty five percent has been what I’ve seen the waitlists.

Okay. Thank you. Okay.

Any other questions?

I’m curious, permit, like, I’ve seen I’ve seen a lot of wait lists that are just like the sales page, but with the wait list button instead. So I’m curious when you said about, like, having you’re selling them on being on the wait list, which I totally understand, but I wonder, like, how much are you also selling them on the offer like, would you say it’s an exception where there’s kind of two things that you’re selling them on, or how do you how do you prioritize, there?

Yeah.

And I’ve done the same, you know, like with, in fact, with our own brand, the wait list we had was basically the sales page with with the opt in form, you know, just switched out. And my reason for that was essentially because One Ray to sell is Hi, Gosh. And I don’t have, like, a huge number of people I’m looking to get into it. So it just kinda makes more sense from you. Have, like, a way to list of people who know exactly what the offer is and exactly who I am, etcetera, etcetera. So it just made sense for us to do that plus interest of time, did not have the time.

To hire myself to write, from scratch, wait list page, honestly.

But point being, For our clients, though, I have seen that, yes, we do let them know that the offer is what the offer is. And what it’s going to be. The thing I should tell you, Katie, is that when you’re selling a client, on using a waitlist. It’s a good idea to do that, like, say, eight weeks or twelve weeks, you know, like, before the launch.

Like, they’re building a waitlist, three months before they’re launching the offer. So all the details of the offer sometimes are not even hashed out yet. Which means that they have an idea. Sometimes they may not even, you know, know what the final pricing is going to be on hold.

So we don’t really sell all of that. We just talk about what the outcome and the benefits are going to be of the of the program and that they can get a behind the scenes look at how it’s, you know, especially if it’s like a first time launch, even if it’s a relaunch, they can get a behind the scenes look because I’ve what I’ve found is that people really like behind the scenes look, at least on the niches that I’ve worked in.

So, Katie or mute, I think. Sorry.

Let’s focus on, like, how many calls you’ll get or what the bonuses will be and more focus on big picture outcomes benefits and behind the scenes.

Exactly. And then just because what you said about the eight to twelve week timeline, would you consider this a good package to sell, like, your clients just closed a launch in the, like, we’ve done our post launch debrief and now Let me set you up with a wait list.

Yes.

One hundred percent. Yeah. Yeah. That is a this is something that I’ve done again multiple times. I love you calls because of that because not only you can you sell people on a way to this package as the next step, but also the nudged for news, sales newsletters, you know, where especially, you know, when, like, you, Abby, and this is something that you could, if you’re not doing it already, essentially, is, like, where for my clients at least when we implemented their evergreen funnel and it’s running and things like that when we do the I do a debrief with them, either sixty days or ninety days after, implementation, and that is when we have the discussion about the initiative for sales and sales.

Thanks. So yeah.

Right now.

Did someone else start speaking or was it you? No. No. That was me. I was just gonna say that.

Yeah. I have another waitlist question.

What do you think is a good discount? Because I’ve just done this with a client we finished up, but one of the the challenges I run into was I wanna we wanna give a good discount for the wait list, but also, like, if these are the highest intent prospects, we don’t wanna, like, undersell them. So what you how do you kind of navigate binding that sweet spot? Do you have any thoughts on, like, what a good discount is to reward the loyalty without understanding?

So, generally, I found like twenty to thirty percent works well. This is something we’ve we’ve tested out.

Having said that with certain offers, we’ve not done any discounts. Where but we’ve given them, I did this with another homesteading client of ours, where we gave them a fireside chat with the founders off the membership site. You know, again, you need to kinda look at your audience. This audience loved it because the founders are homesteaders.

They’re very well known. So, you know, they really enjoyed the whole it’s a zoom chat with the whole image of a first like chat where you get to ask them your questions about your about your homesteading struggles, etcetera, etcetera. So that worked really well, when we did, we we opened up the launch for the membership site to the wait list stores. So that’s, you know, so you could start at options that are not a discount because those tend to work well as long as they’re kind of tailored, but twenty to thirty percent just works really, really well.

Again, depends on what the offer is.

If it’s if it’s like, say, a membership, which is like twenty nine dollars a month or something like that, you know, then maybe nineteen dollars a month would be just fine as a wait list Right? Yeah. But, if it’s if it’s a three thousand dollars or four thousand dollars, it kinda depends on ultimately offers, right, then all of a sudden paying a thirty percent off for your legacy.

So I think we did three fifty.

Yeah.

So that’s that’s just fine.

Yeah.

Thanks, right now. You’re welcome.

Okay. I have a I have a consult booked with someone who is exactly the kind of consult that I find, like, always gets me into trouble in that She doesn’t say exactly what she wants. She just has an offer and is looking for ideas of what the best next thing to do it.

And I find that these are calls where, like, I get overwhelmed with all of the all of the ideas that I have, and I end up just saying all of those ideas, but then they just go do those ideas because I can’t figure out, like, I I don’t know like, ultimately the time of the call is over, and I haven’t actually sold them anything.

So I would just love if you have, like, I know you said you don’t. You never get strategy away for free. I have she’s looking for, like, this offer selling which funnels to implement next.

I have a funnel strategy session offer.

What do you hold back? Like, I don’t know. I guess just like, do you have tips on not on, like, selling them, like showing that you know what you’re talking about enough to be the person they choose without Yeah. Saying all of the thoughts out loud. In that initial conversation.

Here is her answer to so it’s a course around how to develop a concept for a TV show and sell it in Hollywood.

I can share this is the why do you want a call with me blurb that she shared?

Okay. I need help with sales strategy for an automated course. I’m looking for someone to look at the product I’ve built and help you figure out how to automate funnels sell a smaller package item from revenue, how to automate and convert for high ticket course as well, handing out campaigns and marketing, writing and adapting copy, building funnel pages in writing, adapting email notes or sequences.

Okay.

So this is where I find on, like, it’s one thing if somebody comes to me and they’re like, I need copy.

Like, I can I have a flow, but, where it’s where it there’s, like, so many questions around Okay? What do we do? So alright.

So let’s do this. Right? We have a few minutes.

Let’s see if he can race through this.

Alright.

So, Katie, you’re the client. We’re gonna call you, Katie, Alright. So you can’t do any so guys need help. Yeah.

Yeah. Oh, do you wanna switch roles? We could do that too. No. Okay.

I would much rather be the client.

Okay. Cool. We can do that. Okay. So alright. So you said I need help with sales strategy.

So I’m gonna say okay. Alright. Hi, Katie. Thank you so much for reaching out. I’m for sharing details that you need help with sales strategy for your course.

Tell me a little about it. Like, when have you, you know, you said it’s an automated course Have you launched it before? Have has it been running on automated mode for a while?

I’ll walk you through it.

In the December of twenty twenty three.

That went pretty well.

We Things. I’ve been in business for a while, but things have just really picked up lately. And now I really want to take advantage of some of the opportunities I know are out there.

Excellent. Alright.

And who’s your audience for this course?

Riders who have not yet had a show acquired, in Hollywood or who are hoping to get their show acquired before they go through the whole they they write a bunch of episodes.

They wanna have the idea and then pitch immediately from there.

Excellent. And, So you launched this course and, you know, your audience’s writers have not booked, book to show in Hollywood. It sounds like you’ve got all of that dialed in. How did the, you know, how’s the automated funnel been running so far?

Right now, I have a wait list page up.

Okay. Alright.

And that nothing else is happening on the other end.

Okay. Cool. And what are your goals from this? Like, what do you hope to do? Like, why reach out to me, why did you wanna work with me?

I feel like I have proof of concept, based on the results of our last launch, And so I know that I am leaving money on the table by not by not, having some systems selling this on the back end.

I hear you. Yeah. No. That makes sense. Talk to me a little about here. You said you have a smaller package item, and you wanna automate and convert for high ticket courses as well. So do you have ideas for this, or would you like to work through this with me?

We so I’ve seen it being done successfully and I would like to add that to our offer suite, but we don’t currently have a small to good item ready to go.

Fair enough. Great. And how many students do you currently have in your in your course?

Thirty five.

Cool. Alright. That’s a really good start. Okay. So, Katie, I’m gonna walk you through my process, and then I can tell you how we could work together.

Right? Which is when I walk them through my process and then tell them that it could sign up for a either a profitably or session, which is basically our offer optimization session, or in your case, that would be like a strategy session, or they could sign up for a full launch copy thing. Usually, I tell them for if it’s the first time client, I tell them to go for the strategy session because I wanna get a feel of how whether I would like to work with them or not, and also basically get paid to create the strategies for them.

And if they’re they’re like, no. We wanna do the whole thing. Fine, buddy.

Okay. So, basically, the call, like, I’m not gonna guide you looking at, okay, let’s look at what are the different options here. You may wanna give them a few ideas But again, when you’re giving a few ideas, what I would probably do is, like, I give ideas like, okay.

So Katie, you know what I’m thinking? This makes total sense. I haven’t taken a look at your course, but I’m guessing there are parts of it that we could pull out, and that could become your local offer, which means that you wouldn’t really have to create anything new or what we can do is and again, I’ll need to take a look at your course and understand your audience better for this. What we could do is maybe add a few elements to it to make it the high ticket offer and have the self paced version, which is what you currently have as the, you know, as the one that’s running on Evergreen or even the no ticket offer, so to speak. But I would know more, once I dig deep and take a look.

Add all of the data.

And so she says, okay, I wanna take you up on the strategy session.

I was thinking, like, I have a funnel strategy session, but that’s more for people who want to do it, like, DIY done with you.

She clearly wants from her intake form done for you. So I was thinking of what I call like my golden opportunity audit, which is essentially, like, I go through, like, dig into the offer, look at her existing list, and what sequences she has, like, many offers resources and then would provide, like, a recommendations report essentially of where she could go.

And I was thinking of saying that if we did that, I would roll fifty percent of that investment into her done for you package.

And how much is that? The golden opportunity thing?

Oh, I was planning to put it at seventeen hundred.

You could do that if it’s already part of your process.

Like, profitably or just offer optimization that we pulled out of our process, essentially. So if someone were to if someone were to buy that and say six months later, come back to us, would not roll it over. But if someone were to buy it and because that has happened in the past, where people have taken this, taken that, and then, like, right after we send them that, they’re like, okay, let’s do the whole thing.

Which makes sense. So, yes, you could totally do that.

Would you do half or would you do all of it?

Ours is fourteen ninety seven. Katie, we’d end up doing all of it.

Okay. Into the full fully loaded launch?

Yeah. Yeah.

Yeah. I did. I did like a launch strategy session that was nine nine seven, and then I did all of that for a, like, ten k launch package.

Well, I was just thinking about the seventeen hundred. If that ends up being, like, more than fifteen percent out of yeah. I guess it would depend on what the what the final Yeah. Because it would be. Yeah.

Yeah. Yeah. You wanna take a look at that because, again, remember, for for us, most of our fully loaded launch packages are upwards of twenty five k at this point.

So that fourteen ninety seven is like an easy absorb. Yeah.

Yeah. Plus it’s I mean, I would have done that in any case. Right? I mean, so and I’m not having to do that. So it just kinda makes sense. So, so yeah. Okay.

Okay.

I had so I’m just curious. Would you go that fast or was that for for us?

Oh, gosh. No.

That’s for us because it’s like it. We’re over time. Perfect.

Okay. Good. So my main takeaway is show that you understand what they’re talking about. Ask smart questions, but don’t share the ideas on the call. The ideas come on the in the deliverable.

Yeah.

Yeah. You unless you walk in with a really clear idea, like, you know exactly. In this case, you know, in this particular case, she needs to start with strategy. Like, she needs to get really good on her offer suite and what she needs to sell. Sometimes it will be someone comes to you for a sales page and then when you talking to them, you realize that, no, you don’t need just a sales page you need like the whole of the bank, which is when you do wanna give them the idea so that they can see how the pieces fit together But, but yeah, in this case, this is like a straight shipment. Like, this is this is pure strategy. Yeah.

Yeah. Okay. Okay. I’ll let you know if it goes. It’s a one. So it’s an hour an hour away.

Okay. I’m gonna be in bed. Thank you. Are showing up. Yeah. And, the recording should be in, Slack Cooper usually ends.

That’s it. Thank you.

Bye. Bye, Jessica. Hey, Ralph.

Transcript

Alright. Over the next training minutes, my goal is to help you create a waitlist page, like, understand the secret to creating a weightless page that attracts you perfect student.

This is personally, this is a strategy that I’ve tested out extensively for our clients, with waitlists. And, of course, then the kind of emails to send to those waitlists, and then, you know, what kind of copy to include on those emails. I’ll also walk you through a quick recipe for, for one of those kind of emails. We will try and see how much you can done in twenty minutes. That would be fun.

Okay. So the to create a wait list page, and I know all of you should have worksheets with this.

Apparently, should I come through to the worksheets? I don’t know. You’ll complete you should complete the after the session. In this case, I would want you to complete them after the session.

And feel free to to tag me if you have questions if you’re working on a wait list, project for a client or for yourself, I would love to see what you come up with, and I would love to get feedback on that, as well. So even after the session, feel free to ping me, in Slack, tag me, and all of that. Alright. The SMS recipe is essentially what kind of goes against the grain when it comes to weightless pages.

Most ways wake us pages that I saw, and this is the niches that I run images essentially, coaches, course creators, authors, and membership side owners. Like, these are the four type of audiences, like that across different niches that I’ve written weightless pages for. And when I was doing my research, what I found was weightless pages were either essentially placeholders or like often pages, you know, like really short name, email address. I have to be the first to know when my book releases those kind of pages, and that’s Probably that’s great that works well for them.

I don’t know. I haven’t, you know, I don’t have the data on that. But what we realized is that if we are running ads to a waitlist page or even from social media organically sending people to a waitlist page. Our goal is that it needs to speak to the ideal student or the ideal reader and it needs to move them from unaware or maybe brand aware to most aware with intent to buy.

There is no point in putting up a way to this page when your highest conversions don’t end up coming from there. So for me, that was the goal going in, and this was the that I kinda came up with was that it needs to speak to our ideal students. So we need to structure it in a way that has their struggles. It’s obviously based on voice customer, it has social proof, it has all of the conversion mechanisms that we would use in a in a regular sales page.

Right? And it needs to move them from unaware to most aware, and then sell them on the signing up to the wait list. So we need to kind of make it worked there a while to sign up to the wait list, and that is where, you know, the next part of the training, which is, you know, the emails come in. You can sell them on signing up to the wait list by, yes, incentivizing them, letting them know, hey, you’ll get the lowest price.

But what if, and wonderful client comes to you and says, okay, I do not want to give a discount.

Right? So because that has happened with me where I’ve had clients and, you know, I authors, especially say, you know, yeah, we can give, like, I don’t wanna we’re not gonna give, like, a discount in the book. DLMS for, like, say, ten books or something like that. But, or I’m not gonna discount the course.

So your wait list page needs to incentivize people to sign up to the wait list because they will be viewing from you regularly, and that is where the emails kick in.

One of the things that I want you to know is that waiters pages don’t have to be long form sales pages.

They’re not, you know, they’re not going to be like eight thousand, thirteen thousand word sales pages. They are going to be shorter than that. Think of them as somewhere, but we, long form opt in page and a short sales page.

What I look at is essentially this, is it’s speaking to the ideal student are we using voice of customer to guide the structure of the page talking about what they will get? Is it moving them from most aware, which means that I need to have, most unaware, like, from unaware to most aware, which means I need to have a bio section and social proof as well. Right? I need to have credibility markers in there. And then is it incentivizing them? Is it selling them on signing up to the wait list? As long as it’s taking all of those wear golden, which is why I don’t have a rinsing repeat kind of a framework.

For this, but these are the three things that I look for. Is it doesn’t speak to a writing student? Is it moving them across the stages of awareness?

And is it selling them on signing up to the wait list?

Once they sign up to the wait list, the emails kick in.

You can complete, like okay. Then test it for yourself, but I have multiple times just use the emails that people will be getting as the incentive for signing up to the wait list.

Why? Because there are two kinds of emails that you wanna send.

This one is the one that people love the most. These are the ones that tend to do really, really well. And again, continuing to move our reader across the stages of awareness and getting them really excited about what’s coming there next. Behind the scenes, they come along for the right email is what I call this.

This is like a friendly introduction. You know, you and then you segue into the right behind launching or creating what course, the bug, whatever. So behind the scenes, the previews, any frustrations, you know, bloopers, highlight reels, a lesson or a chapter, those work really, really well. They’re really easy to write as well.

Especially when you’re writing them for clients, you know, then it makes it really easy to do that, because you would wanna work with them closely for this, but it pretty much on, like, a weekly basis. And and so you would meet with them. You would get to know what’s going on with the launch and then basis that, you know, you would wanna write. The email for them.

The second one is something that you could kind of, you know, almost use what I call my not yet for sales newsletters. For this, this is the TGI Fridays recipe. I don’t know how many of you remember TGI Fridays. I’m like totally dating myself here, but basically, the Fridays here Yeah.

At the FBRs or Fridays where you could send out an email any day of the week. Essentially, you’re sending out one email a week here.

And this works really well for evergreen funnels.

This is also the email that kind of inspired to nurture yourselves newsletter.

I would call it almost a package that I’ve, you know, clients have really, really loved and seen great results with. So with the TGI Friday’s recipe, essentially, you’re sending out a weekly email to the list, letting them know, you know, it could be an idea. It could be, again, it could be something behind the scenes as well, but point is with come along for the right email.

These could just be, you know, you could, like, if you if the wait list is, like, a few months long, This could just be a monthly email. This does not have to be a weekly email. When the wage period isn’t that long, It’s almost like a pre launch thing, which is when these work way better.

For this email, what I find invited why I kind of enjoy writing this email more is because I can write this ahead of time, and I don’t have to do, like, weekly calls. We’re applying to find out what’s going on behind the scenes or, you know, what’s the latest with the, you know, what’s happening with the course prep and and all of that. Is because I can just kind of use introduction, which is based in, you know, in Beijing blur. It could be a short story.

Bonus tip for anyone who’s working with clients here.

When you are onboarding your clients, when you’re kicking off a copy project, You want to ask your clients if they have a story wall. I I call it a story wall. You could call it a story bank. You could call it whatever you want to.

And if they don’t, then you wanna start that off for them. So this really when you’re writing these kind of newsletters emails because those emails need stories. Stories work really well for these.

You segue. So from the introduction, you segue into the insights. So what was your insight from that story, the anecdote, the facts, etcetera, etcetera. These are this is just example, if I’m not gonna read through them, you’ll have the slides. You could look at the slides for the examples to see how it kind of all ties together because I, again, wanna be mindful of the time here.

And then you’ll be into the information you wanna share here with them. Now, This is important. The information that you would share would connect to the book, the membership, or the course that you’re talking about.

Why? Because again, remember, these are very close to emails. And then you wanna implement them. Now implementing could be as simple as signing taking the next step with signing up for your webinar.

So you treat these more like pre launch. Implementation could be tagging you on Instagram. So you’re building that relatability, building that rapport with them. Implementation could be to pre enroll in your course, you know, so you if you have an early, early bird.

Implementation doesn’t always mean that they need to go back, print out worksheet right on their takeaways. That’s an implementation just means they need to take some sort of an action.

Besides these two kind of emails, these are some other, copy ideas that I’ve used for course created specifically when it comes to their latest email strategy.

So problem solving content. Again, You speak to your student. Right? So you know what the problems are and you get them some solutions and and, yes, you share how they can make the solutions. We don’t wanna do the what and the why and keep the how gated here, which is really popular in the online world.

And the reason I don’t do that, you know, I’ve been fortunate that our my clients have been on board with this is because when you share the how, your audience has really, really good aha moments, and they realize that their problem is much bigger. You’re solving a very you know, a very high level problem for them here, but they know that the problem goes much bigger. And and that is when they start to see that they need to work with you in order to kind of, you know, not get stuck once they’ve moved past you. Will there be people who will just take that one or two house that you give them and run with it?

Yes. But those were probably not the ideal people to begin within the first place. So You wanna look again, we’re speaking to that one person in these emails who would be perfect for whatever offer it is that you’re selling. Comparative analysis content, comparison tables are your friends here.

I have used them denseively on sales pages, on emails, like, everywhere possible. Like, probably the only page I haven’t used it is like an ten page, but, maybe I should try that out one day. But, point is comparative analysis goes a long way because your audience is considering alternatives.

It’s really important you go ahead and address the conversation that they’re already having in their head about, okay, should I go for this or should go for that by helping them, you know, weigh the pros and cons and reduce that decision over a little bit. Either which way is whatever decision they make, it’s a decision. So that’s really important that we, you know, we can, we help them see how you fill the gaps or, you know, how are you different? Maybe you’re a good different for them.

Maybe you’re not so good different for them. Either which ways, it’s up to us to do, to help them make that decision. And then walk the top content. So this is, this is essentially value you know, where you show value alignment.

For example, Heather Elon, who’s a who’s been a long term client of ours, what she did was she made it very clear on her opt in page. I basically wrote the opt in page for her, but she and she was on board with it by being very clear that people will be invited to join her course.

Why? Because, again, we were speaking to astrologers.

These are not marketers. They do not know how fattles work. These are like obvious regular people who Yeah. It would be very skeptical of just kinda buying something on the, someone they’ve been watching on YouTube, but so we made it very clear about what’s gonna happened next, we reiterated the fact on, you know, in the follow-up emails as well. So people were coming in eyes wide open, and they will know, like, Oh, here’s a free master class, and now here’s what you’re gonna need to buy to keep moving forward. Point is If your clients have an audience that a is not very marketing savvy, B is or has been burned badly in the past by poor experiences, and or You have a brand that is known for a very high commitment to values, integrity, transparency, You know, it may be a good idea to have some walk the talk content in your waitlist email strategy.

Alright. I think we are very good on time.

Yep. That’s it.

Let’s talk about how are you gonna use wait. Let’s see your programs or services, and I don’t know why my Jeff is frozen. But anyways, go forth and wait list await to your users. Okay. Cool. Questions. And then you can do copy reviews.

What do you consider to be a or for you for you personally, like a good benchmark to aim for for a waitlist.

I’m sorry.

What do I consider to be a a good bed benchmark for a conversion rate for your wait list when you’re launching.

Well, that’s a very good question. So I have seen and this is a how I set benchmarks, Abby, is based on what the client has seen so far from a launch. If they’ve used a rate list, then from that rate list. And if they’ve not used a rate list, then what’s been highest conversion software. And then I go ahead and set benchmarks.

Having said that.

The range that we’ve seen for weightless conversions have has gone anywhere from, I would say, thirteen percent to and almost twenty five percent.

Because I’m gonna hazard a guess. It’s probably more than that, but talking to twenty five percent, which been really, really good because and this is probably just my audience, my clients, sometimes, like, I work with a lot of audiences that are very skeptical. I do work with marketers as well, but I do also work. I do work with audiences that are that have a high resistance to being sold to. I think homesteaders, like, right now, just before this call, I had a call with a client of ours who has a homesteading business. Homesteaders.

Sorry. I just want to similarly, astrologers or crafters or, you know, so It could just be me, but I yeah. That’s what we’ve seen. I would say, thirteen to twenty five percent has been what I’ve seen the waitlists.

Okay. Thank you. Okay.

Any other questions?

I’m curious, permit, like, I’ve seen I’ve seen a lot of wait lists that are just like the sales page, but with the wait list button instead. So I’m curious when you said about, like, having you’re selling them on being on the wait list, which I totally understand, but I wonder, like, how much are you also selling them on the offer like, would you say it’s an exception where there’s kind of two things that you’re selling them on, or how do you how do you prioritize, there?

Yeah.

And I’ve done the same, you know, like with, in fact, with our own brand, the wait list we had was basically the sales page with with the opt in form, you know, just switched out. And my reason for that was essentially because One Ray to sell is Hi, Gosh. And I don’t have, like, a huge number of people I’m looking to get into it. So it just kinda makes more sense from you. Have, like, a way to list of people who know exactly what the offer is and exactly who I am, etcetera, etcetera. So it just made sense for us to do that plus interest of time, did not have the time.

To hire myself to write, from scratch, wait list page, honestly.

But point being, For our clients, though, I have seen that, yes, we do let them know that the offer is what the offer is. And what it’s going to be. The thing I should tell you, Katie, is that when you’re selling a client, on using a waitlist. It’s a good idea to do that, like, say, eight weeks or twelve weeks, you know, like, before the launch.

Like, they’re building a waitlist, three months before they’re launching the offer. So all the details of the offer sometimes are not even hashed out yet. Which means that they have an idea. Sometimes they may not even, you know, know what the final pricing is going to be on hold.

So we don’t really sell all of that. We just talk about what the outcome and the benefits are going to be of the of the program and that they can get a behind the scenes look at how it’s, you know, especially if it’s like a first time launch, even if it’s a relaunch, they can get a behind the scenes look because I’ve what I’ve found is that people really like behind the scenes look, at least on the niches that I’ve worked in.

So, Katie or mute, I think. Sorry.

Let’s focus on, like, how many calls you’ll get or what the bonuses will be and more focus on big picture outcomes benefits and behind the scenes.

Exactly. And then just because what you said about the eight to twelve week timeline, would you consider this a good package to sell, like, your clients just closed a launch in the, like, we’ve done our post launch debrief and now Let me set you up with a wait list.

Yes.

One hundred percent. Yeah. Yeah. That is a this is something that I’ve done again multiple times. I love you calls because of that because not only you can you sell people on a way to this package as the next step, but also the nudged for news, sales newsletters, you know, where especially, you know, when, like, you, Abby, and this is something that you could, if you’re not doing it already, essentially, is, like, where for my clients at least when we implemented their evergreen funnel and it’s running and things like that when we do the I do a debrief with them, either sixty days or ninety days after, implementation, and that is when we have the discussion about the initiative for sales and sales.

Thanks. So yeah.

Right now.

Did someone else start speaking or was it you? No. No. That was me. I was just gonna say that.

Yeah. I have another waitlist question.

What do you think is a good discount? Because I’ve just done this with a client we finished up, but one of the the challenges I run into was I wanna we wanna give a good discount for the wait list, but also, like, if these are the highest intent prospects, we don’t wanna, like, undersell them. So what you how do you kind of navigate binding that sweet spot? Do you have any thoughts on, like, what a good discount is to reward the loyalty without understanding?

So, generally, I found like twenty to thirty percent works well. This is something we’ve we’ve tested out.

Having said that with certain offers, we’ve not done any discounts. Where but we’ve given them, I did this with another homesteading client of ours, where we gave them a fireside chat with the founders off the membership site. You know, again, you need to kinda look at your audience. This audience loved it because the founders are homesteaders.

They’re very well known. So, you know, they really enjoyed the whole it’s a zoom chat with the whole image of a first like chat where you get to ask them your questions about your about your homesteading struggles, etcetera, etcetera. So that worked really well, when we did, we we opened up the launch for the membership site to the wait list stores. So that’s, you know, so you could start at options that are not a discount because those tend to work well as long as they’re kind of tailored, but twenty to thirty percent just works really, really well.

Again, depends on what the offer is.

If it’s if it’s like, say, a membership, which is like twenty nine dollars a month or something like that, you know, then maybe nineteen dollars a month would be just fine as a wait list Right? Yeah. But, if it’s if it’s a three thousand dollars or four thousand dollars, it kinda depends on ultimately offers, right, then all of a sudden paying a thirty percent off for your legacy.

So I think we did three fifty.

Yeah.

So that’s that’s just fine.

Yeah.

Thanks, right now. You’re welcome.

Okay. I have a I have a consult booked with someone who is exactly the kind of consult that I find, like, always gets me into trouble in that She doesn’t say exactly what she wants. She just has an offer and is looking for ideas of what the best next thing to do it.

And I find that these are calls where, like, I get overwhelmed with all of the all of the ideas that I have, and I end up just saying all of those ideas, but then they just go do those ideas because I can’t figure out, like, I I don’t know like, ultimately the time of the call is over, and I haven’t actually sold them anything.

So I would just love if you have, like, I know you said you don’t. You never get strategy away for free. I have she’s looking for, like, this offer selling which funnels to implement next.

I have a funnel strategy session offer.

What do you hold back? Like, I don’t know. I guess just like, do you have tips on not on, like, selling them, like showing that you know what you’re talking about enough to be the person they choose without Yeah. Saying all of the thoughts out loud. In that initial conversation.

Here is her answer to so it’s a course around how to develop a concept for a TV show and sell it in Hollywood.

I can share this is the why do you want a call with me blurb that she shared?

Okay. I need help with sales strategy for an automated course. I’m looking for someone to look at the product I’ve built and help you figure out how to automate funnels sell a smaller package item from revenue, how to automate and convert for high ticket course as well, handing out campaigns and marketing, writing and adapting copy, building funnel pages in writing, adapting email notes or sequences.

Okay.

So this is where I find on, like, it’s one thing if somebody comes to me and they’re like, I need copy.

Like, I can I have a flow, but, where it’s where it there’s, like, so many questions around Okay? What do we do? So alright.

So let’s do this. Right? We have a few minutes.

Let’s see if he can race through this.

Alright.

So, Katie, you’re the client. We’re gonna call you, Katie, Alright. So you can’t do any so guys need help. Yeah.

Yeah. Oh, do you wanna switch roles? We could do that too. No. Okay.

I would much rather be the client.

Okay. Cool. We can do that. Okay. So alright. So you said I need help with sales strategy.

So I’m gonna say okay. Alright. Hi, Katie. Thank you so much for reaching out. I’m for sharing details that you need help with sales strategy for your course.

Tell me a little about it. Like, when have you, you know, you said it’s an automated course Have you launched it before? Have has it been running on automated mode for a while?

I’ll walk you through it.

In the December of twenty twenty three.

That went pretty well.

We Things. I’ve been in business for a while, but things have just really picked up lately. And now I really want to take advantage of some of the opportunities I know are out there.

Excellent. Alright.

And who’s your audience for this course?

Riders who have not yet had a show acquired, in Hollywood or who are hoping to get their show acquired before they go through the whole they they write a bunch of episodes.

They wanna have the idea and then pitch immediately from there.

Excellent. And, So you launched this course and, you know, your audience’s writers have not booked, book to show in Hollywood. It sounds like you’ve got all of that dialed in. How did the, you know, how’s the automated funnel been running so far?

Right now, I have a wait list page up.

Okay. Alright.

And that nothing else is happening on the other end.

Okay. Cool. And what are your goals from this? Like, what do you hope to do? Like, why reach out to me, why did you wanna work with me?

I feel like I have proof of concept, based on the results of our last launch, And so I know that I am leaving money on the table by not by not, having some systems selling this on the back end.

I hear you. Yeah. No. That makes sense. Talk to me a little about here. You said you have a smaller package item, and you wanna automate and convert for high ticket courses as well. So do you have ideas for this, or would you like to work through this with me?

We so I’ve seen it being done successfully and I would like to add that to our offer suite, but we don’t currently have a small to good item ready to go.

Fair enough. Great. And how many students do you currently have in your in your course?

Thirty five.

Cool. Alright. That’s a really good start. Okay. So, Katie, I’m gonna walk you through my process, and then I can tell you how we could work together.

Right? Which is when I walk them through my process and then tell them that it could sign up for a either a profitably or session, which is basically our offer optimization session, or in your case, that would be like a strategy session, or they could sign up for a full launch copy thing. Usually, I tell them for if it’s the first time client, I tell them to go for the strategy session because I wanna get a feel of how whether I would like to work with them or not, and also basically get paid to create the strategies for them.

And if they’re they’re like, no. We wanna do the whole thing. Fine, buddy.

Okay. So, basically, the call, like, I’m not gonna guide you looking at, okay, let’s look at what are the different options here. You may wanna give them a few ideas But again, when you’re giving a few ideas, what I would probably do is, like, I give ideas like, okay.

So Katie, you know what I’m thinking? This makes total sense. I haven’t taken a look at your course, but I’m guessing there are parts of it that we could pull out, and that could become your local offer, which means that you wouldn’t really have to create anything new or what we can do is and again, I’ll need to take a look at your course and understand your audience better for this. What we could do is maybe add a few elements to it to make it the high ticket offer and have the self paced version, which is what you currently have as the, you know, as the one that’s running on Evergreen or even the no ticket offer, so to speak. But I would know more, once I dig deep and take a look.

Add all of the data.

And so she says, okay, I wanna take you up on the strategy session.

I was thinking, like, I have a funnel strategy session, but that’s more for people who want to do it, like, DIY done with you.

She clearly wants from her intake form done for you. So I was thinking of what I call like my golden opportunity audit, which is essentially, like, I go through, like, dig into the offer, look at her existing list, and what sequences she has, like, many offers resources and then would provide, like, a recommendations report essentially of where she could go.

And I was thinking of saying that if we did that, I would roll fifty percent of that investment into her done for you package.

And how much is that? The golden opportunity thing?

Oh, I was planning to put it at seventeen hundred.

You could do that if it’s already part of your process.

Like, profitably or just offer optimization that we pulled out of our process, essentially. So if someone were to if someone were to buy that and say six months later, come back to us, would not roll it over. But if someone were to buy it and because that has happened in the past, where people have taken this, taken that, and then, like, right after we send them that, they’re like, okay, let’s do the whole thing.

Which makes sense. So, yes, you could totally do that.

Would you do half or would you do all of it?

Ours is fourteen ninety seven. Katie, we’d end up doing all of it.

Okay. Into the full fully loaded launch?

Yeah. Yeah.

Yeah. I did. I did like a launch strategy session that was nine nine seven, and then I did all of that for a, like, ten k launch package.

Well, I was just thinking about the seventeen hundred. If that ends up being, like, more than fifteen percent out of yeah. I guess it would depend on what the what the final Yeah. Because it would be. Yeah.

Yeah. Yeah. You wanna take a look at that because, again, remember, for for us, most of our fully loaded launch packages are upwards of twenty five k at this point.

So that fourteen ninety seven is like an easy absorb. Yeah.

Yeah. Plus it’s I mean, I would have done that in any case. Right? I mean, so and I’m not having to do that. So it just kinda makes sense. So, so yeah. Okay.

Okay.

I had so I’m just curious. Would you go that fast or was that for for us?

Oh, gosh. No.

That’s for us because it’s like it. We’re over time. Perfect.

Okay. Good. So my main takeaway is show that you understand what they’re talking about. Ask smart questions, but don’t share the ideas on the call. The ideas come on the in the deliverable.

Yeah.

Yeah. You unless you walk in with a really clear idea, like, you know exactly. In this case, you know, in this particular case, she needs to start with strategy. Like, she needs to get really good on her offer suite and what she needs to sell. Sometimes it will be someone comes to you for a sales page and then when you talking to them, you realize that, no, you don’t need just a sales page you need like the whole of the bank, which is when you do wanna give them the idea so that they can see how the pieces fit together But, but yeah, in this case, this is like a straight shipment. Like, this is this is pure strategy. Yeah.

Yeah. Okay. Okay. I’ll let you know if it goes. It’s a one. So it’s an hour an hour away.

Okay. I’m gonna be in bed. Thank you. Are showing up. Yeah. And, the recording should be in, Slack Cooper usually ends.

That’s it. Thank you.

Bye. Bye, Jessica. Hey, Ralph.

A Crash Course in Optimization for Copywriters

A Crash Course in Optimization for Copywriters

Transcript

Today’s training though is if you look at that sunshine growth model that we talked about in the intensive freelancing, it’s on the skills side of thing, and this is skills that you sell. So the skills that you sell are copywriting services, whatever, whatever, whatever. These are the skills that probably turned you into a copywriter.

Then everything else, on that sunshine growth model is all business y stuff.

So we rarely need to really talk about this at this level, talk about skills at this level.

However, I’ve been getting a lot of questions lately around optimizing. What do how do I optimize this thing?

And as we’re talking about a retainer offer being built on your standardized offer, the retainer again needs to mat it needs to build on the work that you did in that initial standardized offer, and the way to build on it is not by doing a bunch of new work, but by optimizing the work that you did. There is definitely a desire for that work out there for you to optimize.

So just keep that in mind. Suspend disbelief if you’re like, nobody really wants me to optimize. All they want is for me to keep churning out more work. Well, that might be that you’re possibly doing, working with the wrong clients to begin with. But what I wanna talk about today then is how do we optimize a thing? How do you start optimizing something?

And it’s tricky. Right? So we’re all gonna come at this from different angles, different amounts of experience.

So bear with me if you’re like, this is, obvious, Joe. I’m not trying to start at an obvious place, but I am trying to, like like, level set, like, where just make sure we’re all starting from the same, same place. So before, so backing up for me, when copywriting started to actually really click for me was when we started split testing it when I was at Intuit. Prior to that, it was a big guessing game, and I felt I felt frustrated by that.

I didn’t wanna guess at it. I don’t like that feeling. I don’t like that someone else can guess at my job and possibly win against me. There’s a little bit of competition there.

But if someone else can say, well, we should try it this way instead, and it’s very hard as a copywriter to say, no. Let’s not do it that way. Because then they go, well, why not? And it turns into a bit of a, a challenge I found. And maybe this isn’t your experience, but it was mine when I was in house at a big tech company.

Why are you right was always the question. And then when you could start testing it, then you could build up that, like, this is why I’m right because I’ve been right on these ones, and, here’s what we learned from it, etcetera etcetera. So it turns your job from this guessing game into something that’s really, measurable, and you know. It’s not just that others know, but you know if what you’re doing is performing well.

And that’s really important for a lot of type a’s. If I don’t know where everybody sits, but it’s pretty it’s I think it’s important for everybody. I can only speak as someone who is quite type a. For me, it’s very important to know how it’s working and to be able to say, this is what I did.

I rock. And I wanna have that experience, and I want everybody to have that too.

When I’ve been teaching optimization before, again, it doesn’t have to be experimentation all the time, but in most cases, it should be. There has to be a form of measurement going on that’s reliable, so keep that in mind. I was teaching one of my Boxcar team members, back before she was at Boxcar. She was, still at the other agency as it was wasn’t called the other agency.

It was called CH Agency, but she was there. And she was really frustrated with with testing and how to do it. And I said to her, it got to the place where in our conversation, I said, look. If you start from a place where you understand everything is always a little wrong, if you understand that you’re never right, then you can start optimizing.

Then you can, like, explore what that means, that nothing is ever right. If that doesn’t help you, throw it away. But if it does, just try to keep that in mind that we’re not aiming for perfection.

We are always challenging the thing we did before because the thing we did before was an educated guess. And in control even though it’s never been, like, tested as a control. We just control even though it’s never been, like, tested as a control. We just call it the control because that’s, like, the language you use when it’s really variation a, not a control. A control is typically just for everybody who doesn’t know, and that’s cool.

A control usually has to be, put up against something else and then beat it. You can’t just say my home page that I created on the clear blue sky is the control because it’s not it’s it doesn’t fit into a control. It’s a variation a. It’s a starting point.

It’s a. Now we’re gonna create b against it. The headline on that page is a. Now we’re gonna create headline b and test it against it.

It’s not the control. We just it’s just, like, easy language to say, but what we really do mean is variation. A.

A control is, like, a respected thing. You want to beat a, like, proven control. And when you can do that, that’s a really good thing to, like, to brag about if you’re looking for that. But what’s important to keep in mind is that everything that we’re up against, everything you’re trying to beat, including the own work you did, was likely an educated guess. So So what I want you to do right now, just, like, take a few minutes and chat out to me in chat out to all of us In the most recent project that you did where you wrote copy, what did you guess at?

Just chat it to everybody. What did you guess at?

I’ve listed a few of them here. These are those yeah.

Nobody guessed at anything? Everything was perfect?

Value prop headline over SEO optimized headline on a product page. Okay.

So the headline, what it was about, how it was messaged, what formula to use for it, what VOC to pull in for it, Those are four things that you guessed at.

An SQL sequence without a CTA. They wanted no CTA, and then you gotta talk them out of that shit. That’s bad.

What are you gonna do without a CTA?

Caroline guessed at the biggest reader desire. Johnson guessed at target audience’s main points. Even if you can interview even if you can interview, you’re guessing. Do you you come up with a list.

You get all this stuff out of an interview, and then you go through and go, I think that one. And that’s how we choose. I think that one sounds best. And that might not be true for what you say.

You might prioritize what to say in a way that feels calculated and scientific, but how we say it is almost no. It’s always guessed at. It’s always a guess. Headlines, stage of awareness.

Right? Which stage of awareness do you lead with? Take a guess.

The freebie use? Yeah. What offer? How do we message the offer? What do we lead with in the offer?

What’s the most important thing? What’s the headline for the offer? What’s the cross head there? What’s the call to action?

Is it a call to value? How do we message that? Every single thing. Everything, the format, how you talk about it.

Should we say on the page that it’s a video or that it’s a PDF?

Should we say on the page that it’s a video or that it’s a PDF? You have to say. You have to guess. You’re guessing. So that’s okay. Knowing that that’s true for everybody.

We are data driven and, like, data informed, but we are guessing from top to bottom. We’re better guessers because we’re informed, because we don’t just, like, stare at a blank page and start throwing stuff on. That’s really, really bad guessing. That person shouldn’t be allowed anywhere near marketing. It’s too too much guessing. But we’re still otherwise, we’re there’s still an element of guessing in every single thing that you do.

Jessica has more. Yep. Open loop at the end of email too. Should we do that?

I don’t know. Should we? Okay. Let’s do it. I have a guess.

You might a hypothesis is still a guess. A research question is a guess phrased as a question. So know that. And once you recognize that every single thing that you write is guessed at, and that that’s okay, then you know that if I guessed at it, then there’s gotta be a way to beat it.

Right? It’s gotta be another, possibly better guess out there. I can learn more. I can do more.

There’s a better guess because everything is always a little wrong. Nothing’s ever a hun there’s nothing that’s converting at a hundred percent out there at scale. Maybe a hundred percent one to one, but not not at scale. So and we work at scale largely.

Okay. If you didn’t chat out something you guessed at, I hope it’s because you couldn’t think of it, not because you believe that you don’t guess at things. We all do. We all do. I’ve made a very good living out of guessing at this stuff.

And we can guess better and better as we go, but it’s a guess. Okay.

So this week for this is just one part of what we’re gonna be talking about when it comes to optimization and how to beat variation a in most cases, the control in some cases.

What do we need to start with? So most of the time, copywriters are as guilty as any marketer on the planet of jumping straight to copy. Here’s the copy, and that’s why a lot of us feel imposter syndrome. It’s because you’re so certain that the copy was wrong that you then worry like, oh, that’s gotta be it. Shit. I really blew it with this copy.

We don’t start there. Sometimes you can quickly analyze and go like, oh, who let the f word slip in this headline? Maybe that’s a copy problem. Maybe we shouldn’t have done that.

But it’s that never happens. That literally that never happens. So what else is it if it’s not really obvious report. You don’t have to read the analytics report.

You have to ask for it. You have to say, show me this, or does anybody have the numbers on that? Here’s a data point that we need to see. Here’s the metric that I need measured.

Who can help me out with this? You can guide people. You don’t. Your job is not to be a data analyst either, but you do need to get the numbers.

Before you come up with any sort of hypothesis for what to do differently in the next iteration before you come up with a research question, You need to know what the pages or email or ad or whatever funnel is, being measured on. And there are two parts of that. K? There’s the KPI.

Again, if you already know this, just be like, it’s okay. Some people don’t know this. So just roll with it. KPI is a key performance indicator that’s indicator that’s typically a higher level business y goal, but not so high.

It’s not like grow the business. They’re lower than that. And then metrics are subpoints for that. And, also, sometimes, a metric can be a KPI too.

Just keep that in mind. But we have KPI, key performance indicator, the thing that you are specializing in, the offer that you’re putting out into the world. And I know this is newer to Copy School Pro and talked about more in the intensive, and that’s why you’ve been invited to the intensive so we can talk about the same things the same way.

What you’re putting out into the world has a way of being measured. There’s success metrics associated with it or else the business wouldn’t hire you for it. Businesses have better things to do with their money than just throw it at random freelancers and say, well, I don’t know. Hopefully, something good happens.

They’ve got an idea in their head. Right? So we need to identify what the primary key performance indicators are for the offer we’re putting out into the world. And then what those supporting metrics are for each of the KPIs so that not so we can, like, identify what to do next, but so that we can keep a good handle on how the thing that we made is actually performing so that we’re not busting something that’s not close to or we’re not trying to fix something that’s not broken and in turn breaking it.

So this is the general checklist. You need to identify It’s usually a lot of KPIs the more you think about it, so try to just narrow it down to three KPIs. If there are two, that’s cool. Then two to three supporting metrics for each KPI.

We’ll get into metrics on the next page. You’ll see that there are a lot of metrics, and this is, like, a small list of the many metrics that are out there. So we need to tighten everything up, and that’s why it’s good to specialize and have a single standardized offer that turns into a retainer offer. So you’re always so you’re becoming an expert on these three KPIs as they relate to your offer, and you expertly know how to use the metrics, how to measure them, who you talk to versus having to know everything.

And since copy is everywhere in marketing, in sales, in product, it’s everywhere, the metrics are endless. There’s endless questions you could have if you were a generalist. There are far fewer questions that you’re required to answer if you’re a specialist. So we need to come up with those metrics that matter.

That means the real ones. If it it only matters if it matters.

Keep that in mind as you’re moving forward. When it comes to optimizing anything, it only matters if it matters. You can get a lot of questions thrown at you as you optimize stuff. What about this? What about that? It only matters if it matters, and you know it matters if it ties back to one of your key performance indicators with the metrics underneath them.

Now I have here that you should map the KPIs and MTMs on a triangle simply because we’ve been talking about triangles so far. But the golden triangle, we have your diagnostic that might have looked like a triangle.

It doesn’t have to be a triangle, but I’m trying to just when you see triangle, know it means model. Some sort of model, some way to look at things, in a controlled way that isn’t just a table that feels changing. You need it to look like it is the final version of a thing.

And that’s important as signals to your client going forward that, like, you’ve got this handled. You’ve thought about it a lot. You’ve put in the legwork. They don’t have to think about it.

Here’s the model. Here’s how it works. K? So we come up with that triangle, which we’ll talk about, then you need to educate your client on that diagnostic.

So when they hire you for the standardized offer and the retainer offer, ideally, that follows it, you need to be able to walk them through. Okay. Here are the KPIs that we usually are measuring for when it comes to this offer, this way, this thing that I’m doing for you.

Here’s why. Here’s what we’re gonna measure to make sure we’re on track. Now should we talk through these KPIs and you can, like, walk them through that, get their buy in on it, help them see that you’re the expert because you’re leading with important stuff that businesses talk about, like KPIs and metrics. You’re talking about measuring.

You’re not saying just things around voice of customer data, which is great data, but also the quantitative side of it. So qualitative, cool. You know that in and out. Quantitative is where you’re asking them for that data.

You’re talking with them. You don’t have to go in and run the report. Just as another reminder, if you love data, you can go run the report. Add that in as an extra layer of service.

Cool. Charge more, though. Then you wanna measure those metrics at regular scheduled intervals.

A big mistake people make who have not been coached through how to do conversion rate optimization is they, measure whenever they feel like it, or they don’t have it in their calendar, like, diarized.

And so you’re just like, oh, shit. I haven’t looked at that test in a while. And then you go look at it, but you haven’t been doing it on a regular basis. So it’s very it’s like in a lab, if you put stuff in a beaker and walk away and then come back three minutes later and measure it and then come back three months later and measure it and try to do anything with that, anybody would be like, you just lost your grant.

Like, you don’t know what you’re doing. Please stop. So we don’t wanna do that. We wanna do regular scheduled interviews for or intervals for, the things that we’re measuring.

Okay?

And measuring month over month and year over year, which can be really tricky because a lot of the stuff that we’re standing up doesn’t have a year over year, barely has a month over month.

So know that that’s difficult. But as you move forward in your retainer, you are looking at month over month performance and year over year performance, not hour over hour. That’s that’s really far too narrow. It would do this up and down, up and down like crazy. We don’t want that. We wanna look at things in controlled, disciplined ways because that is what we do as consultants.

And then we wanna report on progress toward KPIs.

So when you do, we’ll talk about this in the intensive freelancing.

When you do present your results monthly to your clients, you don’t have to dig into here are the six or nine, metrics, but rather here’s how we’re progressing toward these three KPIs that we have. And then you can support it. But we wanna stay higher level when talking to our clients because the lower and deeper we get into it, the more murky it becomes, and then people try to draw insights from it. Like, oh, no.

Our click through rate is changing, and it went down. Let’s all go look at the call to action. Like, pause. There’s so many things that could be happening here that we wanna keep the client up, There’s so many things that could be happening here that we wanna keep the client up at KPI level.

That’s where they wanna be. They didn’t hire you for a better click through rate. They hired you for a result, so we keep them at the result level. Is this making sense?

Cool. I’m talking a blue streak, but but, hopefully, it’s okay. Alright. Cool.

So, yeah, I had a whole mind map. It’s already twenty five minutes into this, and there are so many more things to discuss. So we’re gonna we’re gonna finish off this worksheet, which I the page numbers aren’t updating automatically. Sorry about that. So this is not page page two. We’re gonna finish this off and then just know that going forward, we’ll have other sessions on, like, okay. At this level, when there’s a bounce rate happening on a long form sales page, what might we do with that data?

Unlikely. Maybe bounce rate would be important. Anyway, we’ll get into that.

So you need to identify what your KPIs and metrics that matter are for your standardized offer.

You can understand that if you don’t have a standardized offer and just to be clear, a standardized offer gets measured the same way your retainer offer gets measured because they’re building on each other. Well, the retainer offer builds on the standardized, so, of course, your retainer is constantly trying to improve the results that come out of the thing that you did up front, that project.

So they both have the same KPIs. They both have the same metrics that matter. These are unchanging things during the course of your retainer. It’s not like suddenly you see engagement is way up, but that wasn’t a metric that matters.

You don’t start reporting on engagement being way up. That’s cool. That’s nice. Maybe change your model in the future so it it reflects engagement as an important metric, but you don’t start reporting on it suddenly.

Just just know that we only wanna report on things that matter to the client that they agreed on. That’s how they’re gonna see value in you and feel like you’ve got this under control.

Okay.

So I want you to just take a couple minutes. We’re gonna go through this. Try to think of your standardized offer if you’re not there yet. Think about the project that you most commonly get hired to do or that you most want to do going forward, whatever that thing is that you’re going to be creating and then optimizing.

What is the number one goal that your client has or is likely to have for that thing?

Write that in.

I have a question about this.

Can I ask it now because it’s relevant, or should I wait until afterwards when you’re done with the whole Oh, go for it?

Let’s hear it. Okay.

So in the most of the companies that I’ve worked for, they measure things differently, and this is especially relevant for different sized companies. And I would say that the kind of ups more upscale company that I would want to target, they’re definitely gonna have, individual metrics that they use Yeah. That their own data science team, creates, especially if they’re measuring the quality of the lead. And when when I mean qualitative data, I mean, quantitative qualitative data.

Like Sure. Sure. How long they are are around. Right? Yeah. And then also these metrics are gonna go out of date.

Like, I don’t know anyone that I work with that uses CAC anymore.

But, like, ten years ago, everyone was people that still use CAC so completely.

But keep going. Keep going. Just know that there’s a Like, MQL. Gigantic world out there with businesses doing all sorts of things at all sorts times. Okay. Keep going.

So I feel like if I come in and say, we’re gonna measure this, they’re gonna be like, don’t tell us what to do. We measure this because we have our whole, like, we have our whole, like, Tableau set up, and this is how we measure things. And this is what’s important to us us because this is our model.

And, like, you need to adapt. I feel like it’ll come off as very aggressive and, like, not customer serving.

Nope. Okay. Although it depends it depends on how you do it. Right? You go in and use buy in isn’t me telling you clients what to do. Buy in is getting is showing them, like, okay.

I’ve done this. They you come into the conversation knowing where everybody knows that they have, that you’ve done this before. K? You’re not here to guess at it. You’re not here to do whatever the client wants you to do. You’re here to help them get the result that they’re looking for.

You measure the work this way. Now do they agree that the primary KPI for the thing that they’ve just hired you for is x?

If they’re like, no. That’s the secondary KPI. Here is the top one. Then you just turn the triangle for them.

But you have to have the three key, performance indicators on there. You will know what those are. I don’t care how different businesses are. There’s a CMO at the top of it who is doing the right things for their business and is thinking of the same KPIs for their different departments within marketing, the CTO, or the chief product officer, or whoever also has certain KPIs.

And those are not such changing things across organizations that we need to be afraid or, uncertain that we can come in and say, here’s how I measure success.

Here’s why.

What do you think of that?

You need to be able to consult with your clients. And I would say, if it feels too aggressive, try it because that’s how consultants actually come in. Someone comes in. Perna comes in. She’s charging a hundred thousand dollars for a project.

If she comes in and goes, how do you wanna measure it? What do you want this to be like? Now I’m like, what did I hire you for? Why am I paying you all this money if I’m the one who has to make up all the rules as we go? What I want is for you to take this outcome that I’m looking for and make it happen for me in a way where I feel very little effect of it other than smiley faces every time I look through your report at the end of the month. That’s what people are looking for at a higher level when it comes to copy that converts.

Social media posts are another thing. I’m not in the business of social media posts or other ways of creating content.

I’m talking about real copy that people are looking for that does the thing that the business needs it to do. Does that make sense, Naomi?

But, like, even in terms of, like, lead quality. Like, I’ve worked with companies that use lead to sale. I’ve worked with companies that you I don’t even remember. It’s ATV or ACV. They had their own metric. Mhmm.

And so, like, if I use lead to sale, one company would be like, well, we never use that.

So wouldn’t it make more sense to be a little bit less specific and say measure quality, based on how you measure that. Because when I say MQL for one company, they’re not gonna take me seriously because they see MQLs as sort of garbage leads and sort of, like, not super high quality. This is based on, like, my own experience. I’m sure it’s different elsewhere.

It’s clearly based on your experience, and that’s good.

Great. That’s a real legit experience. It’s not reflective of an experience that I go through in these scenarios. So I would say, how is it working for you when you go in and the client does the leading? How is it working? Are you able to close fifty thousand dollar projects, or is that a scary number?

It’s not a scary number for me. And I do go into these organizations and have these conversations, and no one says you’re overstepping.

No one has said that to me since I was at Intuit, and I had to just go into the consulting world where they line up for it. So I would I would say how is it working out for you when they get to dictate everything about how things are gonna be be measured and stuff like that.

Really, like, analyze how it’s working.

And it’s okay if you go into an organization and they’re like, we don’t use MQLs.

Anybody who is, like, laughing about that or thinks it’s outdated, I feel like they’re they’re probably not very professional if they go into a space and go, like, nobody uses MQLs anymore. Like, no. Like, lots of people use MQLs still, like, the vast majority. And whether they see it as a garbage lead is really on, like, them. It’s got nothing to do with and you don’t have to also, nobody’s saying for you that you have to go in and say MQL is the metric that matters here. If you know this, if the people that you’re selling this to don’t it means marketing qualified lead, and then there’s sales qualified lead, and that’s an SQL. So if you go into these and there’s other types of qualified leads that gets it gets detailed when you’re dealing with product led growth versus sales led.

So there’s also just stuff going on there, but just know that it’s okay that you might measure things differently than your client does. This isn’t about trends. It’s not about what the latest thing is that people care about. Cost to acquire a customer is always going to be a critical, metric.

It doesn’t mean you have to call it that. Call it whatever they call it then. You don’t have to fill in the metrics with them. You can say these are the three KPIs that I’m generally measuring for.

Do you agree with these that these are the three outcomes you’re looking for when you’re hiring me for this? Yes. We do. Cool.

I know businesses, measure these things differently. What are the two primary metrics you use to measure this KPI? Me through that. And then you can draw that on the model.

But what I don’t want you to do is shy away from taking the lead and saying, this is what I do. This is how I do it well, and then talking with the client about that. Does that make sense, Naomi?

Yeah. For sure. For sure. I can, like, outline the metrics that I use. But my idea would be to go in and say, okay.

We’re gonna measure leads. Do you measure MQLs? Do you measure leads, or do you measure opportunities? And then have that as one side of the triangle and then say quality.

Do you have a metric or quality that you have, like, as an algorithm? And then have that as one And then ask them specifically, like, do you have a specific metric that you created with your own algorithm, or do you use something in like, what would you use? And then add that later on rather than coming in specifically and using something that’s not actually programmed into their database.

For sure. That’s great. We’re totally aligned on that. Just make sure that you’re guiding the conversation and you go in there knowing what your standard KPIs are, what the most common metrics that matter are so that when you’re guiding them through this conversation, they might also stare at you and go, I don’t know.

Not because they don’t know, but because they’re trying to figure out what you like to connect a dot between what they wanna share with you and what you want to hear from them. So when you’re asking those questions, it’s good to have a backup that’s like so here’s an example of a KPI that we use. Does that match what you use for this or what you had in mind for this? Yes.

It does. Okay. Perfect. And if it doesn’t, then they can say that at the same time too.

Cool. Something wrong.

Because if I’m speaking yeah.

If I’m speaking to somebody who’s more product marketing oriented or more brand oriented, like, sure. I can come in with very specific data and lead the conversation. But if I’m coming into somebody who’s a campaign manager, then I wanna make sure that I’m speaking to them on their level and Sure. Sort of engaging them in the conversation.

Hundred percent. Love it. Awesome. Cool.

Okay. Excellent.

Did we get our primary goal for your offer? Does anybody wanna check that out, what they or just share it?

Everybody timid about this? It’s okay.

Nobody got what’d you do? John said you’re looking down at your page.

K. Naomi has conversion rate. Awesome.

Jessica?

Is it okay to ask a question?

Sure. Katie, you have increased lifetime customer value. Nice.

Web traffic. Yeah. That’s a good KPI.

High level.

Jessica, are you asking it or what’s that?

Oh, yeah. Sorry. I wasn’t sure when you wanted me to ask.

So I was gonna Go for it.

Go for it.

Sorry. Okay. So with the seasonal sale, right, conversion rate? Yes.

I’ve been looking more into the, attributable revenue, but that’s not I guess that’s not the word. But, anyway, the one where I’m kind of struggling, though, is the idea of instead of just general ROAS, which was really big when I was working in house with my ecommerce client Yeah. It seems to me that given my specialty and what I would like to do, that new customer ROAS would be an interesting metric. K.

But where I’m getting kind of stuck is if they have a high lifetime customer value, right, and it’s so a really high one, then they might be able to spend a little bit more with their ads and invest a little so they’re so the ROAS on a new customer may not you know, they may be able to lose a little bit.

Right? Yeah.

Yeah. So I guess that’s where I get a little stuck in the muck of KPIs and all that because given the especially, it seems like it comes back a lot of times to lifetime value. Based off of what they can get long term, you can make different decisions in the short term for the seasonal sale. And that’s where I’m kind of struggling with what how to standardize, I guess.

So that’s where I mean, a lot of experience will help with that. Like, the more you go and try this with different groups, but also your perspective on it. That’s why specializing on the sunshine growth model is right next to thought leadership. Like, the two work hand in hand.

So if you draw a line in the sand and you say, look, I work with clients or with brands that are spending money to acquire new customers and have high lifetime value, or customer lifetime value, that’s who you work with now. That’s what you build thought leadership on. You say you’re gonna lose money on the first one. And by the way, you’re not the only person saying this.

Like, every ad agency we talk to is like, oh, no. No. No. You need something further down the line because you’re gonna barely breakeven on the first ones.

So but that’s cool. Why not draw a line in the sand and say this is this is the case? You need to be willing to lose money on that new customer acquisition in order to upsell them on things later. So you have to have a high customer lifetime value that is realized after that first purchase.

Okay. Okay. So that’s an acceptable option. Okay. I did not even think about that with the thought leadership, so you’re right.

And thank you for pointing that out.

Cool. Awesome. Good question. Okay. So I’m looking at time.

A bunch of metrics listed here, all sorts of them that matter across different things for different businesses. Some businesses will care a lot about some of these and others will not. Some of the work you do, this will matter for it, and some of the work, it won’t matter. The way attention and attraction are written together really mess with my head. Did I spell one of those wrong? I couldn’t.

No matter how many times I read that over, I’m like, there’s something wrong with that. Anyway, it’s messing with my eyes, and has ever since I started working on this.

Then there are conversion sales revenue. So are you working more closely with sales, with the sales team, or more with the product team, or more with the marketing team? That’s gonna vary based on what you’re doing. Obviously, cart abandonment is more for ecommerce than it will be for SaaS. But you may still find some people who work in SaaS and say cart abandonment largely because they came from an ecommerce background, which is very, very normal. So just, like, be ready.

Be ready to not be too shocked by the number of things that you may hear in an organization. Not everybody is running at an expert level. So that’s important to keep in mind when you’re like, what did they mean by car dependent meant when we’re in SaaS? Just like, oh, they just meant this.

They meant that. So keep that in mind. And then there’s way more to this. I don’t work in engagement referrals or necessarily sometimes in retention, but I don’t, like, even consult with people on this side.

So I didn’t have a lot of metrics to list out here, so there’s probably more if this is the thing that you work in. Just keep adding to it and know that these lists are not exhaustive. The reason they’re in here is to help you if you’re like think I know what one goal is.

And I think I know how they measure that, but there are, like, fifteen things that they use to measure that goal, and they’re all listed in here, then you need to decide what the most important ones are, the metrics that matter for the work that you’re being brought in to do. So this is the sort of thing you’d wanna fill out. It doesn’t have to go in any sort of order. Like I said, depending on what their primary KPI is, you just, like, tilt tilt the triangle around until the one that’s number one is, like, up at the top if that even matters visually. But just keep that in mind. This doesn’t have to go in any certain order. It sometimes does go clockwise.

Cool. Sometimes it has the flat part down at the bottom. Whatever. That doesn’t have to be drawn as a triangle either, but what you want to do is be sure that you’re able to talk your client through how you do it.

So let’s say that a standardized offer is for an ad funnel audit. When the ad funnel audit is done, there’s a road map of optimization tweaks that gets produced at the end of the ad funnel audit. So this is an example. Okay?

The example.

What might that person do if that was their standardized offer and the retainer that comes out of it? Great.

They could have and they talk they go into the conversation with their, client talking about this. Right? So the KPIs that are most common when I’m doing an ad funnel audit and then the work to optimize that ad funnel, they are more leads, more calls booked, and greater profitability. Does that match what you’re thinking?

And they look through it, and they might wanna unpack. Okay. What do you mean? Like, how would we even measure more leads?

Great question. There’s lots of ways to measure more leads. We typically use impressions and click through rate. And they’re like, oh, just to your point, Naomi, they’re like, no.

We don’t use that. We use blank and click through rate. Okay. Cool. Let’s do that.

We’re aligned that those are the two ways we’re gonna measure more leads. Yes. We are. Perfect.

Now let’s move on to more calls booked. What we’re looking at, because this is on the landing page in this ad funnel, is bounce rate. Are they staying on the page, or are they abandoning it? And sales demos booked.

Does that match what you would like to how you’d like to measure success for more calls booked? Well, we definitely need sales demo booked. I don’t know about bounce rate, though. Is that the most important thing?

And then you have a discussion with them about why that is. And then we get into greater profitability, cost to acquire, and cost per lead. Those are the key ones that we’re typically working at working with. Naomi, to your point, they’re like, we don’t say cost to acquire customers anymore.

Like, okay. Fine. What do you use then? Great. We’ll use that, but we’re good with cost per lead.

We say dollars spent per lead. Okay. Fine. We’ll call it dollars spent per lead. Are we good with that?

Yes. We are. Cool. This is how we’re going to measure success going forward. At the end of every month, when I report results to you, you’re going to see these KPIs on the page with month over month.

And once we get there, year over year data. How does that sound? So we can actually measure how this is working. Cool beans.

We’re set. Good. Now you’ve walked them through that.

Everybody is on board with it, and you’ve also addressed things that aren’t, that don’t match what they typically do, which is good for anybody who is maybe of a large organization that does have a data team.

Okay.

We’re really low on time here, but what I want you to do is once you’ve completed this this is homework. Once you’ve completed this triangle for your standardized offer with the metrics that matter, it’s not set in stone. You’ll change this. The sunshine growth model has been coming together for, like, four years, so it changes over time.

It changed from the beginning of the, CopySchool Pro. We didn’t even have those four categories. So it will change. That’s okay.

That’s why we use Canva so we can always be editing things. So it’s going to change. That’s okay. Just start with the metrics that you believe matter.

Then this is where we start to think through. We’re not gonna get into it today, but this is where we start to think through. Okay. Now that I know how we’re measuring this, what can I do to start chipping away at systematizing ways to optimize that metric?

So for that metric, I mean. So let me skip ahead. This is the blank one for you to fill in for your own triangle or whatever diagnostic you use. This is what we’ll start to use to identify areas of opportunity for optimization.

So if we’re like impressions, again, if they changed if the client has changed it, then you change this too.

Impressions is how where is one metric. So what are things that could impact impressions? Well, the audience might be too narrow, too broad, or whatever. The image might be impacting impressions.

Maybe it’s a video, and it needs to be a static image or maybe the opposite, a hook or a keyword. Now we don’t wanna list every possible thing. That’s what a full mind map is for. That’s what I’ll share with you down the road.

All we really wanna do right now is start saying, like, okay.

If I implement this, what might be going on when things aren’t performing well or when they’re performing really well? And this will mean referring back to your list of guesses. Right? Like, you made guesses at every stage.

What did you guess at that could be impacting positively or negatively bounce rate, for example. Well, the headline, I guessed at the headline, so it’s maybe that. It’s the I guess, at the formula that we use for it, I guessed at the message, I guessed at how. So headline could be doing it.

Could be trust factors because that’s what bounce rate is largely about. Do people trust you when they landed on that page?

Load time is also another one. Right? So you’ll work through these. And then when you’re going through and doing the measuring and bounce rate is high, now you can say, okay.

If bounce rate’s high, we don’t worry about that or that. We only worry about these things. Let’s look at these things. And that’s how we can start to put together hypotheses for what could be going wrong and what we could do instead.

So you’ll fill that in, and then there’s all these other pages where you can then take every one of these you have. This is a lot of systematizing, but it does mean if you do this work upfront, then when the time comes for you to hire somebody to help you with optimizing, you train them on this. And you say, like, okay. These are the six metrics that matter.

These are the things that are probably going on if that metric is underperforming or if it’s doing really, really well. So if we see that click rate has gone through the roof, it’s amazing, Then we’ll look at offer and CTA and develop hypotheses for those. How do we develop hypotheses for those? We go through and we fill in one of these for each one that comes underneath this table.

I’m scrolling around a lot, but you can see here we have impressions, audience, impressions, audience. We wanna list out all the things that could be going on with audience that is possibly affecting impressions. Is the audience too narrow? Is it too broad?

Is it too new to us? It’s different from what we’ve been doing successfully. Is there no look alike as a starting point? And, again, that’s kind of moving toward towards, like, a new to us.

Too close to our existing list of nonconverters. Like, they’re just bad even though they reflect a lookalike. Too hard to reach, etcetera, etcetera. So we start brain dumping what might be going on there knowing that it usually comes down to these things. Either there’s a wrong x, wrong tone, wrong wrong voice, wrong message, wrong framework, wrong formula, wrong audience, changed all of those things again so the audience we thought it was has actually changed.

Changed seasonality, that’s a big one too. There’s no x. There’s no one upper. There’s no CTA on that one admin that you were men that you’re mentioning.

No CTA, or it’s a weak CTA. It’s get started when it should be more of a call to value. So it’ll come down to wrong, change, no, or weak, and then you fill in anything after that. Then it’s too much of something.

Too narrow, too broad, too many, too few, too clever, too timid, too different, not different enough. And then there’s, like, this kind of bucket of other random shit that could also be true. It’s introducing a new something, a new component to an offer that is unnecessary, new friction in form fields. It’s introducing new anxieties by saying something about trust when nobody was even thinking about trust.

And, oh my gosh, should I trust these people now? It’s swiped, not strategic. That’s what most junior copywriters are going through or guest steps. That’s also what most junior copywriters are going through.

Like, I like this headline, so I wrote it. Well, that’s a guess, and we can really say, like, no. No. That’s probably what’s going on, or it’s ego based.

Someone, the highest paid opinion said this is what the headline should be. You all, like, put your your head down and went, okay. Let’s make that the headline. But you know that that was ego.

Or it was you. You wrote a poem or a email.

Nobody gives a shit about your poetry. So don’t write a poem. Go back and write something that matters for the customer. So that’s what it’s likely to come down to. It’s kind of like an absolute crash course in things that could be going on that are negatively or positively sometimes affecting whatever your goals are or the metrics that matter are underneath those.

I’m gonna stop there because there’s a lot here as I knew there would be, and there’s even more planned. This is this is scaled back. But, hopefully, that is helpful to you. Yes. This is in the Slack under copywriting advanced in that channel if you couldn’t find it. Do you have any questions, thoughts, concerns?

Yes, Katie.

Okay. I’m gonna preface this by saying I have several questions, thoughts, and concerns. So, like, what is the best place and time to like, are we gonna revisit this large topic?

Yes.

Yeah. We’re just scratching the surface. This is, like, intro. Not super intro, but yeah. Yeah. There’s more to come.

So I would say Mike ask now, and then Mike can say, like, we’ll tackle that later.

Okay. So one project that comes to mind that I actually have, like, is a quiz funnel I wrote. It went live about six months ago, and I’ve been putting off, like, checking in the after data, because I don’t know if you remember. I’ve I’ve Slacked about this client’s team. It was a social media manager who really, like, took over a lot of decisions about the email marketing.

So I guess, like, the thing that needs to be optimized is it’s not readable on mobile, and all of their traffic is coming from Instagram.

So how do you how do you navigate the conversations when you think that the thing that needs to be optimized isn’t your yours to own?

So I’ve had this happen. Ari, is it safe for you to talk to your point of contact about this team member taking over on the thing that they shouldn’t have taken over on?

Well, the problem really at the end of the project was that I could not get the client on a call without the team member being there.

Like, I tried a lot. I have, like, a two a one on one call, and he was just always also on the call.

So then it’s not safe too. That’s not possible.

So, I mean, there’s upfront work going forward where you can say you can put the rules around it. Right? Like, if if we’re going to ever measure this, you need to implement as we agree.

They’ll have reasons not to. They’ll always say we’re the one paying the invoice. It’s on it’s our business. We can do whatever we want, and they’re absolutely right.

So it is a matter of them getting on board with you being the deliverer of better performing KPIs for them. If they can recognize that you hold the key to that, then they’d be silly to get in the way. Silly is a big word though because there’s all sorts of internal politics going on. Nobody wants to fire a team member.

Who knows what’s going on? But lots of team members are underperforming out in the world, and that’s why you were brought in in the first place. It’s no offense to them. They go home at four o’clock.

Nothing. You’re like you’re an expert.

So what do you do up front? Try to do things up front to get them to buy in to the idea that and, again, the more money they’re spending on you, the less likely they are to be like, hey, Sue from accounting. What did you think of this? Like, no. No. No.

Katie knows. We trust Katie. That doesn’t mean that’s always true. Charging more isn’t gonna be, like, the the silver bullet, but it helps.

And then I the tricky thing is if you can’t get them on a call to talk to them about that, that’s the kind of thing where I would just, there’s nothing you can do about it. They’ve implemented the wrong copy. If they ever reach out to you and go, why is it working, then you say, let’s hop on a call, and I’ll tell you exactly why it’s not working.

And then you can walk them through. And this is the conversation I’ve had to have have before. It’s like, is so and so a conversion copywriter?

No. What are they? They’re a marketing intern. Yeah. So why are they writing this copy then?

And you can ask that question. And if they’re the CMO, same question. Doesn’t matter where they’re at. They’re not you.

Why are they editing your copy and doing whatever they want? And if they’re if the if the culture of the organization is allowing that, you can’t do anything about that. All you can do is step away and try to do your best to avoid that kind of client in the future. But you’re allowed to have real talks with that person and say, you brought me in for this.

It’s it’s important to me that my copy perform well for you. It’s important for me as important as it is for your team member to not feel disengaged from this. This is my this is my livelihood. Like, this is everything that I do.

And if I’m not getting results for you, that’s really bad for me. So how can we implement my copy? What’s stopping that?

And if they don’t have anything to say, then this call is very likely down to there’s something going on internally.

There’s nothing they can do about it, and there’s nothing you can do about it either in my experience.

Yeah.

And so, like, I I totally understand and respect that as, like, the way forward with this client. I’m curious how you would approach that in general when it’s like you’re the copywriter. You were brought on to to optimize the copy, but you have a hunch that a design component is what’s impacting the performance of that page? Like, do you just provide we’re like, we think we should test button color or something like that, and then and then you put that on their team to implement?

Yeah. So everything that we’re working on, it’s good to align with their designer or design team right up front wherever you can. Always, always, always. And if you can do that, then also share that as they know.

Copy doesn’t live in a silo. Copy and art work together. The creative department is copy and art and now other digital stuff too. But it’s always been art and copy.

There’s a documentary called art and copy. Like, it’s always been art and copy. So you need to work with the artist just like the artist needs to work with the copywriter to get it to its best place. If you the problem is that the designer may not feel empowered to be part of conversion rate optimization.

They’re just like they’ve been beat down over the years by every marketer saying, just change it to this color, and they’re like, they kinda wanna dye a lot of them, just like a lot of in house copywriters kinda wanna dye.

So if you have empathy for that, it doesn’t mean it’s always true, but I would start from that point. Like, I really respect what you do. Have a one on one with the designer, their design team. Really love what you are doing here.

I really wanna be part of making this better. Here’s how I work. How do you work? Let’s let’s figure out how to align on this.

If you can do that, then you can get them on board. Some people will still never be receptive. And in those cases, for me, I get a little bullish, and, take over. And then just say, like, here’s the road map for what we’re gonna do to optimize this.

And you can use data to support that. Right? If you’re like, here’s the email.

I went and I put it on, user testing dot com and had people speak to it, or I did validation, like, a five second test or whatever the hell you wanna do to get that little bit of data to say, like, people are not seeing this button. It’s gray, y’all.

Why is the button gray? But you don’t have to be the bad guy then. You can say people aren’t clicking on it. Let’s hypothesize why people aren’t clicking on it. Do we think they can find it?

Sure. They can find it. Okay. But when they find it, does it look clickable? Well, great things are clickable.

Well, great things aren’t clickable, actually. So you can have that discussion with them. But if they’re if they’re weird about it and you’ve done everything you can to make nice and be friendly with them, you’re the consultant.

Take over. You don’t have to make best friends in this organization.

And a lot of a lot of people are gonna go, does Katie know? And that’s just the way it is.

But they’re probably miserable in their jobs too in my experience. So I don’t know how helpful that is. People are trying to do their best, but they’re also calling it in a lot, like, a lot a lot.

So sometimes you have to kinda be the bad guy if being the good guy didn’t work. Yeah.

Johnson, you have a question, or at least one of the two Johnsons that are here has a raised hand.

I, I’ve got my laptop so I could see the see what’s going on. I was using my phone because it’s got a camera.

Yeah. This isn’t, well, it’s sort of I mean, it’s tied into this, of course, but, you know, we talked last time, about moving towards email, getting to know my market better and the the offer.

And, yeah, I mean, it’s it’s more or less a reiteration of the same thing. In terms of offer, I don’t know what I know. Don’t know. And I do know what I know.

But I don’t know what yeah. And I I know you have a lot of experience in email, and, honestly, I would just love to hear what your thoughts are in terms of offers that fit this model well, and, that that you think are interesting because that would that might be a really good starting point for me.

Okay. So you’re just looking for, like, ideas on what to do as your standardized offer?

Yeah. Basically. Yeah. I’m pretty open to to whatever, and I’m I’m I’m pretty excited. So yeah.

Yeah. Okay. Love it. Who do you like working with? Who’s your target audience? Who is in closest proximity to you that you can reach?

So, I mean, it’s part you you mean, in terms of, like, next client or just in general?

Well, it’s probably that client with my cousin Lee. That’s but that’s gonna be in, financing.

But, I mean, it’s tech financing, so that’s kind of kind of a sort of blend.

K. And that’s gonna happen in q two or q three now. So, that’s the project I’ve done yet, which I’m excited about. Nice. Oh, so that will win. And, Yeah. So that’s probably where I’m going next.

Do you like working with tech?

Well, yeah. I mean, broadly speaking, yes.

But, again, broadly speaking, I mean, aside from, I don’t know, helping our company kill the rainforests, and, I’m I’m happy to work in any industry, as well as I don’t hate.

So yeah.

Love it.

Okay. So the thing that seems to be an unlimited gold mine, is life cycle emails, because of you just problem is you have to go narrower than that because there are so many emails that I’m I’m saying tech, but I really, in this case, mean SaaS. I don’t mean NVIDIA or other more complex behind the scenes things. I mean, SaaS.

I mean, there’s a sign in, there’s a login, and people and users use it, and it’s usually product led growth. Doesn’t mean it has to be, though. So Envision has a sales team, for enterprise organizations. Envision’s not a good example.

They just went bankrupt.

But they were really good for a long, long time.

But point here is if you work with SaaS, there are loads of good reasons too, which I won’t get into because I know I already talk too much as this.

But SaaS life cycle emails or SaaS depends on which part of the life cycle you wanna work on, but that nobody’s doing it. I’ve said this before. Nobody’s doing it when they are they’re inundated with work. They can’t hire fast enough, so that becomes your problem. Like, cool. There’s so much money in work, but I actually can’t hire and train fast enough. So that’s a real like, that’s a first world problem, but it’s legit.

And there’s lots of money. Lots and lots and lots and lots and lots of money for a life cycle. So just do life cycle, stand up, life cycle of some kind, activation through to revenue, whatever that looks like. You have a standard model in place that you, modify.

So you always know we’re gonna probably have these three box scars, but there might be a fourth or a fifth on there. We’re always gonna do segmentation around this part. We’re gonna try to do if we can do triggered emails, then this is true. Some SaaS companies, you still can’t do triggered.

Everybody on the development team is, like, homegrown stuff, so it gets messy. Point is, you figure that out.

Stand it up. That’s your project. That’s a standardized offer, and then you just optimize it from there on out. And because SaaS businesses need this so badly and have a real problem of a database that is packed with email addresses that they’ve been ignoring hard.

If you can come in and start to untangle that, like, that’s why Boxcar that’s why I started it. Just it’s endless, the amount.

The amount of of need there. It’s directly it’s back to revenue where they have users right there. They’re just not touching.

Is that what Boxcar specialize in then?

Yeah.

Yeah. And that’s what Boxcar so I’ve exited Boxcar. They’re off doing their own thing, and they’ve added in other landing pages mostly because there’s also a lot of demand for landing pages, and things like that. But I continue.

Like, I’m consulting with clients right now, on exactly this stuff, and it’s endless. I can’t even stop the engagement when I try to. When I say, okay. I’m ready to hand this over to others.

No. No. Way. Confused. There’s too much money on the line. Yeah.

Okay. A follow-up question I have then is, when would you recommend looking to, gain a a solid understanding around this area in terms of self education?

Yeah. I mean, given that software companies use intercom so much, I would read through all the intercom resources, watch all the things.

Also, Gong, though, like, Gong dot io, they’ve got a really good resource center and software companies that are using Gong usually have a lot of money to spend. They’ve got a sales team as well, but they’re probably trying to also do product led growth. So check out everything that Gong. Io has.

Intercoms, yeah, really obvious one.

Yeah.

Those are Okay.

Those are Like, I don’t think I English.

Yeah. You can start there and have a really solid education at the end of it. Yeah.

Alright. Great. That’s amazing.

And and just before, is there anything else, just seeing as this is something you’re so passionate about, is there anything else you think I should know about approaching this?

My only pause on doing it at all is that you will have to get really strong at saying no to coming on board as an in house person.

So I would say build out your team sooner. Yeah.

The Right.

You’re gonna make us a a crazy offer to bring you in because it’s so valuable or just right. Okay. Got it.

It’s it’s just so hard to I most people who started an email went off and did something else for god knows why, So there just aren’t that many experts out there. If you become that trusted life cycle person for them, yeah, there will be annoyingly compelling offers that you’ll have to be stronger then because when good freelancers go in house, they regret it. Two years later, they’re like, damn it. Why did I not just keep doing the thing? And I have story after story that I’m not allowed to share, but just know. This happens all the freaking time.

Don’t say yes to that offer. You can make more money on your own and be happier.

Anyway, we’ll get in we’ll cross that road when we get there, but that’s the only thing I would say. Yeah.

No. No. No. I think that just made me wanna do it more, honestly, because I’m never gonna go in house.

So, Never say never.

The offers can be very compelling.

So it’s stupid. Sure. Okay. Okay.

Cool. Cool. Awesome. Thanks, Jonathan. Anybody else? Anything else? We’re good. Edna.

Hey. So I was gonna ask you, apart from the click rates or the conversion rates on a pricing page, what else can you track?

Like, the like, the scrolling with the heat maps and That’s a page I took out of today’s presentation.

Easy oh, wait. No. It’s in the tips area at the very end. I didn’t get to the tips page. The last page is full of tips.

Easy on scrolling, and pricing pages are typically not bad. Okay.

I hear you.

There’s the FAQs at the bottom that are, like, expandable too.

You know, I wouldn’t what I would look at on a pricing page, depending on if it’s on the website versus if it’s where people in product lend or lend from emails for users, not trial. So website versus other pricing page would likely have two different ways of like, two different models that you would put together for how to measure success there and what the KPIs are.

Bounce is actually really important, and it might be more at that point, it’s like exit because bounce is, like, when you enter a site and then bounce it versus exit rate is different. So you’d probably call it exit rate. On the pricing page, did they spend less than ten seconds there, which could mean all sorts of things.

And that’s where it’s like, okay. Well, that’s a metric. That’s not a KPI. So you have to first figure out what the KPI is.

Is it, hold more people on the page longer, whatever that looks like as the actual, like, goal, in which case, exit rate would be huge. And then you would go down to the table below and say what’s affecting exit rate on here. Is the price too large, too high? Are we not giving them enough time to scroll?

Like, you’d have all sorts of questions you could ask.

But it really does depend. What you want out of a pricing page is for people to choose an option, but that’s not as important as just starting to be a user. So click a button is gonna be a really important thing. It doesn’t always matter which button they click.

However, if increasing average revenue per user is important to you and if they are the kind of company that starts, that like, a lot of companies, when you land on their pricing page, you don’t have to choose a plan. You’ll choose that plan when you go. Other ones, you do choose a plan. So for the ones where you do choose a plan, it might be that you’re trying to optimize to get more people into a higher tier plan.

So that could be something, increase average revenue per user. It could be both a KPI in this case and a metric underneath that KPI.

But we’re really just looking at increasing average revenue per user, and there’s lots of ways to figure that out and lots of hypotheses you can come up with if you’re like, oh, no. We’re not. Our our poo went down.

So if that’s the case anyway, there’s that to consider.

Okay.

All sorts of things. All sorts of things.

Okay. But start with their goal. So you could also just go out there and do some research on what people want, what business owners want, what SaaS people, or even course creators want out of their pricing table.

Yeah.

There’s Thank you. Loss.

Yeah. Alright. Fun. Cool. Anything else? Anyone else? We good.

Can you just tell me when it I don’t wanna take up more time today. But I am I have some random ideas, I guess, about what might work as a retainer, or may not. And so I guess what is the best time to start discussing and then knowing because I was reading through the workbooks for all this stuff, And at one point, I think I saw something scary like, if you cannot do this, we need to go back to the standard offer and change it. I was like, oh, shoot.

I need to figure this out sooner rather than later. So what is, like, the best time would you say just talk about it in Slack? And if you guys say, nope. None of this works, then I need to look at that.

I’m a little concerned about how much time I’m wasting on seasonal campaign if I can’t figure out a retainer an optimization performance retainer for it. That makes sense.

That’s fair.

What can you I mean, now is a good time. We are in this afternoon talking about standardized offers. And with that, it’s important for you to think about the retainer offer. But next week will be full on retainer offer stuff.

Okay.

So what do you have right now?

Now is a good time?

Okay. Well, the one that to me seems to there’s obviously the seasonal sale campaign, any it could be a product launch campaign, right, where you learn from that campaign, and you can take some of those learnings and apply it to retention strategies and other things like that or just your future campaign. But a future campaign, like you said, is a new project. Yeah. So I’m trying to also avoid that. And so then the major things that I kind of was trying to get it down to was my focus on seasonal sales can also lay a great foundation for ongoing customer retention.

And, so, yes, the average order value that yes. You can do that. And, yes, you can get them to come in during the seasonal sale and buy a second time. That’s all great. But we can also start laying the foundation for increasing lifetime value and all that kind of stuff. So then the only thing that to me made sense in terms of value was ongoing work around their customer retention KPIs.

But what I was still struggling with is I’m not doing enough to opt I’m not doing enough, I don’t think, in the seasonal the standard thing for post purchase experience and all that to kinda make it not a brand new project that almost requires an email audit or something like that. So then I’m like, I don’t know. I just keep hitting the same off. Okay.

Well, I might as well just do an email program audit because they I don’t have the full picture if they bring me on for a seasonal sale. Right? And I wanna keep their customer attention going and doing all those things. It feels like if I don’t see the full picture, how do I say, yes.

We should focus on a win back versus something else. You know? Yeah. That’s what keep kinda coming against a wall of my brain.

I think you’re getting close. I do. Because it feels like okay.

If you have a point of view on standardizing seasonal campaigns Mhmm.

You can start with an audit of their past. That could be, like, your project out of the gate, potentially. Like, we’re just brainstorming here, and it might break. It might not be right.

But, if you were to start with seasonal audit, you go over their last six seasonal campaigns, and you audit them against, like, a rubric, just a some sort of analysis that you come up with. It’s your thought leadership. You own it. You’ve made sense of the best ways that seasonal campaigns work.

And then you could be responsible on an ongoing basis for running their seasonal campaigns against what you found in the audit. Doesn’t mean that’s the thing to do, but there might be if you have thought leadership and a point of view on how to run killer seasonal campaigns, All all you need is that.

Just that, Jessica. You just need outstanding thought leadership on seasonal campaigns.

Right. But that really could be you could build something out of that. You would still have So for every part of the retainer, there is still a certain level of original work that has to be done. Yeah.

But you need to try to systematize.

I say sixty percent of that. That’s not a real number. That’s just to give you a sense for it should be more systematized than custom.

Mhmm. So if you can break it down to here are the templates that work great for these campaigns.

If you could come up with that, if you could own that, then that could be a really interesting retainer where you are doing original work each time, but it’s based on your brand’s hypothesis about what is what to do to make seasonal campaigns work really well so that you attract customers that will pay pay more money to you down the road or whatever that thing is that you’re say that you end up saying in the end. I feel like you could do something, but it would require a lot of, like, really dig into what your point of view is on this.

Mhmm. Yeah. Does anybody have anything to add or any thoughts there?

I would just add that I’m totally in exactly the same boat of wondering, like, the ideas that I have for the retention offer, how do I stop them from snowballing into new projects?

Like, just, yeah, just finding that right, like, golden ratio of what goes in the standardized offer versus what’s the ongoing.

And then kind of adjacent to that, I know we were talking about, like, web copy. Like, so many of us having web copy as a standard project, but not wanting that to be the standardized one going forward.

Like, if I’ve landed on the, like, automated email sequences to increase lifetime customer value, But I’m like, how I don’t know if that’s close enough to the pain point that people like, you know, needing a sales page feels like a strong like, I don’t have the sales page. I don’t feel like it’s converting or, you know, I just feel like the post sales automated sequences feels like an add on to a painkiller product versus, like, a standardized offer in its own right.

Okay. So we were talking about this last time or on Friday. Right? And so if we’re at a so if I’m recalling correctly, it came down to sales page as standardized offer that then gets optimized, emails as standardized offer that then get optimized, or both, a standardized offer that then get optimized. And this is where you’re you’re still working through that. Is that accurate?

Well, I mean, I so I was like, okay. Shut up and make it easy. Choose the emails.

But what I because I’m reading a hundred million dollar lead nice.

Leads right now and just and I really wanna be close to the pain. Like, I wanna be fine. I want people to be like, please help me with this. And I don’t feel like the automated emails is the place where they’re like, we desperately need this support.

Can you then so you’re saying that the pain is the sales page?

No? Well, okay. I acknowledge that I’m talking about working with a different audience that I work with right now, but I was yes.

Because nobody’s ever come to me being, like, give us these emails, but people come to me all the time for the sales page.

Do they want you to continually optimize the sales page, or is it a one and done project?

Well, for my current audience, it’s a one and done project, but I’ve also never pitched sales page optimization before.

Okay. Cool. Great. So if you were to say the pain is closest to the sales page, My target audience that maybe I’m expanding to, feels great pain and wants that page optimized on an evergreen basis. They want to just continually optimize it, I’m going to sell that. That’ll be my thing. That sounds great.

No? What could be wrong with that?

Well, I feel like the sales page is harder to own than the emails just in that there’s more people doing it.

More contractors doing it. More more copywriter in my space talking about sales pages versus the behavior based automations feeling like a more like a bluer ocean.

Okay. That’s interesting. Yeah. I I don’t think it’s red ocean, though. I really don’t like I mean option?

You know best. You don’t You know. But, like, your target audience who is a person that needs a sales page that they’re continually optimizing? What’s the brand that you would want to work with?

Let’s say, like, Jerisha Hawk is a coach that I would like to work with.

Okay. Cool.

Mhmm.

So there are and do you feel like this person sorry. I’m not familiar with them. They’re always being pitched by others, or, like, they’re does it feel like they’re staring at a red ocean of people pitching them on these services?

Well, I’m like, from how engages with hers with her Instagram posts, I feel like there’s definitely at least a handful of other other copywriters, like, circling the wanting to work with her.

Who’s really killing it, though? Like, who in this red ocean is kill is it a red ocean full of sharks tearing everybody apart, or is it, like, a a goldfish pond where there’s lots of little ones in there doing their best, but may like, is there room for you to come in and be the shark?

Okay. I like that. That’s a good analogy for me. That works.

Okay. Good. Then we’ll leave it at that. I’ll quit while I’m ahead.

Alright.

Thank you.

Awesome.

Anybody else?

No? Okay. Cool beans.

Then if you’re sticking around, I’ll see you in an hour and a half for the next training.

And thank you for those who are letting their brains fill up with this stuff. Hopefully, it’s getting you to a good place, but we’ll talk more in a little bit. Okay? Thanks y’all. Bye. Bye. Bye.

Transcript

Today’s training though is if you look at that sunshine growth model that we talked about in the intensive freelancing, it’s on the skills side of thing, and this is skills that you sell. So the skills that you sell are copywriting services, whatever, whatever, whatever. These are the skills that probably turned you into a copywriter.

Then everything else, on that sunshine growth model is all business y stuff.

So we rarely need to really talk about this at this level, talk about skills at this level.

However, I’ve been getting a lot of questions lately around optimizing. What do how do I optimize this thing?

And as we’re talking about a retainer offer being built on your standardized offer, the retainer again needs to mat it needs to build on the work that you did in that initial standardized offer, and the way to build on it is not by doing a bunch of new work, but by optimizing the work that you did. There is definitely a desire for that work out there for you to optimize.

So just keep that in mind. Suspend disbelief if you’re like, nobody really wants me to optimize. All they want is for me to keep churning out more work. Well, that might be that you’re possibly doing, working with the wrong clients to begin with. But what I wanna talk about today then is how do we optimize a thing? How do you start optimizing something?

And it’s tricky. Right? So we’re all gonna come at this from different angles, different amounts of experience.

So bear with me if you’re like, this is, obvious, Joe. I’m not trying to start at an obvious place, but I am trying to, like like, level set, like, where just make sure we’re all starting from the same, same place. So before, so backing up for me, when copywriting started to actually really click for me was when we started split testing it when I was at Intuit. Prior to that, it was a big guessing game, and I felt I felt frustrated by that.

I didn’t wanna guess at it. I don’t like that feeling. I don’t like that someone else can guess at my job and possibly win against me. There’s a little bit of competition there.

But if someone else can say, well, we should try it this way instead, and it’s very hard as a copywriter to say, no. Let’s not do it that way. Because then they go, well, why not? And it turns into a bit of a, a challenge I found. And maybe this isn’t your experience, but it was mine when I was in house at a big tech company.

Why are you right was always the question. And then when you could start testing it, then you could build up that, like, this is why I’m right because I’ve been right on these ones, and, here’s what we learned from it, etcetera etcetera. So it turns your job from this guessing game into something that’s really, measurable, and you know. It’s not just that others know, but you know if what you’re doing is performing well.

And that’s really important for a lot of type a’s. If I don’t know where everybody sits, but it’s pretty it’s I think it’s important for everybody. I can only speak as someone who is quite type a. For me, it’s very important to know how it’s working and to be able to say, this is what I did.

I rock. And I wanna have that experience, and I want everybody to have that too.

When I’ve been teaching optimization before, again, it doesn’t have to be experimentation all the time, but in most cases, it should be. There has to be a form of measurement going on that’s reliable, so keep that in mind. I was teaching one of my Boxcar team members, back before she was at Boxcar. She was, still at the other agency as it was wasn’t called the other agency.

It was called CH Agency, but she was there. And she was really frustrated with with testing and how to do it. And I said to her, it got to the place where in our conversation, I said, look. If you start from a place where you understand everything is always a little wrong, if you understand that you’re never right, then you can start optimizing.

Then you can, like, explore what that means, that nothing is ever right. If that doesn’t help you, throw it away. But if it does, just try to keep that in mind that we’re not aiming for perfection.

We are always challenging the thing we did before because the thing we did before was an educated guess. And in control even though it’s never been, like, tested as a control. We just control even though it’s never been, like, tested as a control. We just call it the control because that’s, like, the language you use when it’s really variation a, not a control. A control is typically just for everybody who doesn’t know, and that’s cool.

A control usually has to be, put up against something else and then beat it. You can’t just say my home page that I created on the clear blue sky is the control because it’s not it’s it doesn’t fit into a control. It’s a variation a. It’s a starting point.

It’s a. Now we’re gonna create b against it. The headline on that page is a. Now we’re gonna create headline b and test it against it.

It’s not the control. We just it’s just, like, easy language to say, but what we really do mean is variation. A.

A control is, like, a respected thing. You want to beat a, like, proven control. And when you can do that, that’s a really good thing to, like, to brag about if you’re looking for that. But what’s important to keep in mind is that everything that we’re up against, everything you’re trying to beat, including the own work you did, was likely an educated guess. So So what I want you to do right now, just, like, take a few minutes and chat out to me in chat out to all of us In the most recent project that you did where you wrote copy, what did you guess at?

Just chat it to everybody. What did you guess at?

I’ve listed a few of them here. These are those yeah.

Nobody guessed at anything? Everything was perfect?

Value prop headline over SEO optimized headline on a product page. Okay.

So the headline, what it was about, how it was messaged, what formula to use for it, what VOC to pull in for it, Those are four things that you guessed at.

An SQL sequence without a CTA. They wanted no CTA, and then you gotta talk them out of that shit. That’s bad.

What are you gonna do without a CTA?

Caroline guessed at the biggest reader desire. Johnson guessed at target audience’s main points. Even if you can interview even if you can interview, you’re guessing. Do you you come up with a list.

You get all this stuff out of an interview, and then you go through and go, I think that one. And that’s how we choose. I think that one sounds best. And that might not be true for what you say.

You might prioritize what to say in a way that feels calculated and scientific, but how we say it is almost no. It’s always guessed at. It’s always a guess. Headlines, stage of awareness.

Right? Which stage of awareness do you lead with? Take a guess.

The freebie use? Yeah. What offer? How do we message the offer? What do we lead with in the offer?

What’s the most important thing? What’s the headline for the offer? What’s the cross head there? What’s the call to action?

Is it a call to value? How do we message that? Every single thing. Everything, the format, how you talk about it.

Should we say on the page that it’s a video or that it’s a PDF?

Should we say on the page that it’s a video or that it’s a PDF? You have to say. You have to guess. You’re guessing. So that’s okay. Knowing that that’s true for everybody.

We are data driven and, like, data informed, but we are guessing from top to bottom. We’re better guessers because we’re informed, because we don’t just, like, stare at a blank page and start throwing stuff on. That’s really, really bad guessing. That person shouldn’t be allowed anywhere near marketing. It’s too too much guessing. But we’re still otherwise, we’re there’s still an element of guessing in every single thing that you do.

Jessica has more. Yep. Open loop at the end of email too. Should we do that?

I don’t know. Should we? Okay. Let’s do it. I have a guess.

You might a hypothesis is still a guess. A research question is a guess phrased as a question. So know that. And once you recognize that every single thing that you write is guessed at, and that that’s okay, then you know that if I guessed at it, then there’s gotta be a way to beat it.

Right? It’s gotta be another, possibly better guess out there. I can learn more. I can do more.

There’s a better guess because everything is always a little wrong. Nothing’s ever a hun there’s nothing that’s converting at a hundred percent out there at scale. Maybe a hundred percent one to one, but not not at scale. So and we work at scale largely.

Okay. If you didn’t chat out something you guessed at, I hope it’s because you couldn’t think of it, not because you believe that you don’t guess at things. We all do. We all do. I’ve made a very good living out of guessing at this stuff.

And we can guess better and better as we go, but it’s a guess. Okay.

So this week for this is just one part of what we’re gonna be talking about when it comes to optimization and how to beat variation a in most cases, the control in some cases.

What do we need to start with? So most of the time, copywriters are as guilty as any marketer on the planet of jumping straight to copy. Here’s the copy, and that’s why a lot of us feel imposter syndrome. It’s because you’re so certain that the copy was wrong that you then worry like, oh, that’s gotta be it. Shit. I really blew it with this copy.

We don’t start there. Sometimes you can quickly analyze and go like, oh, who let the f word slip in this headline? Maybe that’s a copy problem. Maybe we shouldn’t have done that.

But it’s that never happens. That literally that never happens. So what else is it if it’s not really obvious report. You don’t have to read the analytics report.

You have to ask for it. You have to say, show me this, or does anybody have the numbers on that? Here’s a data point that we need to see. Here’s the metric that I need measured.

Who can help me out with this? You can guide people. You don’t. Your job is not to be a data analyst either, but you do need to get the numbers.

Before you come up with any sort of hypothesis for what to do differently in the next iteration before you come up with a research question, You need to know what the pages or email or ad or whatever funnel is, being measured on. And there are two parts of that. K? There’s the KPI.

Again, if you already know this, just be like, it’s okay. Some people don’t know this. So just roll with it. KPI is a key performance indicator that’s indicator that’s typically a higher level business y goal, but not so high.

It’s not like grow the business. They’re lower than that. And then metrics are subpoints for that. And, also, sometimes, a metric can be a KPI too.

Just keep that in mind. But we have KPI, key performance indicator, the thing that you are specializing in, the offer that you’re putting out into the world. And I know this is newer to Copy School Pro and talked about more in the intensive, and that’s why you’ve been invited to the intensive so we can talk about the same things the same way.

What you’re putting out into the world has a way of being measured. There’s success metrics associated with it or else the business wouldn’t hire you for it. Businesses have better things to do with their money than just throw it at random freelancers and say, well, I don’t know. Hopefully, something good happens.

They’ve got an idea in their head. Right? So we need to identify what the primary key performance indicators are for the offer we’re putting out into the world. And then what those supporting metrics are for each of the KPIs so that not so we can, like, identify what to do next, but so that we can keep a good handle on how the thing that we made is actually performing so that we’re not busting something that’s not close to or we’re not trying to fix something that’s not broken and in turn breaking it.

So this is the general checklist. You need to identify It’s usually a lot of KPIs the more you think about it, so try to just narrow it down to three KPIs. If there are two, that’s cool. Then two to three supporting metrics for each KPI.

We’ll get into metrics on the next page. You’ll see that there are a lot of metrics, and this is, like, a small list of the many metrics that are out there. So we need to tighten everything up, and that’s why it’s good to specialize and have a single standardized offer that turns into a retainer offer. So you’re always so you’re becoming an expert on these three KPIs as they relate to your offer, and you expertly know how to use the metrics, how to measure them, who you talk to versus having to know everything.

And since copy is everywhere in marketing, in sales, in product, it’s everywhere, the metrics are endless. There’s endless questions you could have if you were a generalist. There are far fewer questions that you’re required to answer if you’re a specialist. So we need to come up with those metrics that matter.

That means the real ones. If it it only matters if it matters.

Keep that in mind as you’re moving forward. When it comes to optimizing anything, it only matters if it matters. You can get a lot of questions thrown at you as you optimize stuff. What about this? What about that? It only matters if it matters, and you know it matters if it ties back to one of your key performance indicators with the metrics underneath them.

Now I have here that you should map the KPIs and MTMs on a triangle simply because we’ve been talking about triangles so far. But the golden triangle, we have your diagnostic that might have looked like a triangle.

It doesn’t have to be a triangle, but I’m trying to just when you see triangle, know it means model. Some sort of model, some way to look at things, in a controlled way that isn’t just a table that feels changing. You need it to look like it is the final version of a thing.

And that’s important as signals to your client going forward that, like, you’ve got this handled. You’ve thought about it a lot. You’ve put in the legwork. They don’t have to think about it.

Here’s the model. Here’s how it works. K? So we come up with that triangle, which we’ll talk about, then you need to educate your client on that diagnostic.

So when they hire you for the standardized offer and the retainer offer, ideally, that follows it, you need to be able to walk them through. Okay. Here are the KPIs that we usually are measuring for when it comes to this offer, this way, this thing that I’m doing for you.

Here’s why. Here’s what we’re gonna measure to make sure we’re on track. Now should we talk through these KPIs and you can, like, walk them through that, get their buy in on it, help them see that you’re the expert because you’re leading with important stuff that businesses talk about, like KPIs and metrics. You’re talking about measuring.

You’re not saying just things around voice of customer data, which is great data, but also the quantitative side of it. So qualitative, cool. You know that in and out. Quantitative is where you’re asking them for that data.

You’re talking with them. You don’t have to go in and run the report. Just as another reminder, if you love data, you can go run the report. Add that in as an extra layer of service.

Cool. Charge more, though. Then you wanna measure those metrics at regular scheduled intervals.

A big mistake people make who have not been coached through how to do conversion rate optimization is they, measure whenever they feel like it, or they don’t have it in their calendar, like, diarized.

And so you’re just like, oh, shit. I haven’t looked at that test in a while. And then you go look at it, but you haven’t been doing it on a regular basis. So it’s very it’s like in a lab, if you put stuff in a beaker and walk away and then come back three minutes later and measure it and then come back three months later and measure it and try to do anything with that, anybody would be like, you just lost your grant.

Like, you don’t know what you’re doing. Please stop. So we don’t wanna do that. We wanna do regular scheduled interviews for or intervals for, the things that we’re measuring.

Okay?

And measuring month over month and year over year, which can be really tricky because a lot of the stuff that we’re standing up doesn’t have a year over year, barely has a month over month.

So know that that’s difficult. But as you move forward in your retainer, you are looking at month over month performance and year over year performance, not hour over hour. That’s that’s really far too narrow. It would do this up and down, up and down like crazy. We don’t want that. We wanna look at things in controlled, disciplined ways because that is what we do as consultants.

And then we wanna report on progress toward KPIs.

So when you do, we’ll talk about this in the intensive freelancing.

When you do present your results monthly to your clients, you don’t have to dig into here are the six or nine, metrics, but rather here’s how we’re progressing toward these three KPIs that we have. And then you can support it. But we wanna stay higher level when talking to our clients because the lower and deeper we get into it, the more murky it becomes, and then people try to draw insights from it. Like, oh, no.

Our click through rate is changing, and it went down. Let’s all go look at the call to action. Like, pause. There’s so many things that could be happening here that we wanna keep the client up, There’s so many things that could be happening here that we wanna keep the client up at KPI level.

That’s where they wanna be. They didn’t hire you for a better click through rate. They hired you for a result, so we keep them at the result level. Is this making sense?

Cool. I’m talking a blue streak, but but, hopefully, it’s okay. Alright. Cool.

So, yeah, I had a whole mind map. It’s already twenty five minutes into this, and there are so many more things to discuss. So we’re gonna we’re gonna finish off this worksheet, which I the page numbers aren’t updating automatically. Sorry about that. So this is not page page two. We’re gonna finish this off and then just know that going forward, we’ll have other sessions on, like, okay. At this level, when there’s a bounce rate happening on a long form sales page, what might we do with that data?

Unlikely. Maybe bounce rate would be important. Anyway, we’ll get into that.

So you need to identify what your KPIs and metrics that matter are for your standardized offer.

You can understand that if you don’t have a standardized offer and just to be clear, a standardized offer gets measured the same way your retainer offer gets measured because they’re building on each other. Well, the retainer offer builds on the standardized, so, of course, your retainer is constantly trying to improve the results that come out of the thing that you did up front, that project.

So they both have the same KPIs. They both have the same metrics that matter. These are unchanging things during the course of your retainer. It’s not like suddenly you see engagement is way up, but that wasn’t a metric that matters.

You don’t start reporting on engagement being way up. That’s cool. That’s nice. Maybe change your model in the future so it it reflects engagement as an important metric, but you don’t start reporting on it suddenly.

Just just know that we only wanna report on things that matter to the client that they agreed on. That’s how they’re gonna see value in you and feel like you’ve got this under control.

Okay.

So I want you to just take a couple minutes. We’re gonna go through this. Try to think of your standardized offer if you’re not there yet. Think about the project that you most commonly get hired to do or that you most want to do going forward, whatever that thing is that you’re going to be creating and then optimizing.

What is the number one goal that your client has or is likely to have for that thing?

Write that in.

I have a question about this.

Can I ask it now because it’s relevant, or should I wait until afterwards when you’re done with the whole Oh, go for it?

Let’s hear it. Okay.

So in the most of the companies that I’ve worked for, they measure things differently, and this is especially relevant for different sized companies. And I would say that the kind of ups more upscale company that I would want to target, they’re definitely gonna have, individual metrics that they use Yeah. That their own data science team, creates, especially if they’re measuring the quality of the lead. And when when I mean qualitative data, I mean, quantitative qualitative data.

Like Sure. Sure. How long they are are around. Right? Yeah. And then also these metrics are gonna go out of date.

Like, I don’t know anyone that I work with that uses CAC anymore.

But, like, ten years ago, everyone was people that still use CAC so completely.

But keep going. Keep going. Just know that there’s a Like, MQL. Gigantic world out there with businesses doing all sorts of things at all sorts times. Okay. Keep going.

So I feel like if I come in and say, we’re gonna measure this, they’re gonna be like, don’t tell us what to do. We measure this because we have our whole, like, we have our whole, like, Tableau set up, and this is how we measure things. And this is what’s important to us us because this is our model.

And, like, you need to adapt. I feel like it’ll come off as very aggressive and, like, not customer serving.

Nope. Okay. Although it depends it depends on how you do it. Right? You go in and use buy in isn’t me telling you clients what to do. Buy in is getting is showing them, like, okay.

I’ve done this. They you come into the conversation knowing where everybody knows that they have, that you’ve done this before. K? You’re not here to guess at it. You’re not here to do whatever the client wants you to do. You’re here to help them get the result that they’re looking for.

You measure the work this way. Now do they agree that the primary KPI for the thing that they’ve just hired you for is x?

If they’re like, no. That’s the secondary KPI. Here is the top one. Then you just turn the triangle for them.

But you have to have the three key, performance indicators on there. You will know what those are. I don’t care how different businesses are. There’s a CMO at the top of it who is doing the right things for their business and is thinking of the same KPIs for their different departments within marketing, the CTO, or the chief product officer, or whoever also has certain KPIs.

And those are not such changing things across organizations that we need to be afraid or, uncertain that we can come in and say, here’s how I measure success.

Here’s why.

What do you think of that?

You need to be able to consult with your clients. And I would say, if it feels too aggressive, try it because that’s how consultants actually come in. Someone comes in. Perna comes in. She’s charging a hundred thousand dollars for a project.

If she comes in and goes, how do you wanna measure it? What do you want this to be like? Now I’m like, what did I hire you for? Why am I paying you all this money if I’m the one who has to make up all the rules as we go? What I want is for you to take this outcome that I’m looking for and make it happen for me in a way where I feel very little effect of it other than smiley faces every time I look through your report at the end of the month. That’s what people are looking for at a higher level when it comes to copy that converts.

Social media posts are another thing. I’m not in the business of social media posts or other ways of creating content.

I’m talking about real copy that people are looking for that does the thing that the business needs it to do. Does that make sense, Naomi?

But, like, even in terms of, like, lead quality. Like, I’ve worked with companies that use lead to sale. I’ve worked with companies that you I don’t even remember. It’s ATV or ACV. They had their own metric. Mhmm.

And so, like, if I use lead to sale, one company would be like, well, we never use that.

So wouldn’t it make more sense to be a little bit less specific and say measure quality, based on how you measure that. Because when I say MQL for one company, they’re not gonna take me seriously because they see MQLs as sort of garbage leads and sort of, like, not super high quality. This is based on, like, my own experience. I’m sure it’s different elsewhere.

It’s clearly based on your experience, and that’s good.

Great. That’s a real legit experience. It’s not reflective of an experience that I go through in these scenarios. So I would say, how is it working for you when you go in and the client does the leading? How is it working? Are you able to close fifty thousand dollar projects, or is that a scary number?

It’s not a scary number for me. And I do go into these organizations and have these conversations, and no one says you’re overstepping.

No one has said that to me since I was at Intuit, and I had to just go into the consulting world where they line up for it. So I would I would say how is it working out for you when they get to dictate everything about how things are gonna be be measured and stuff like that.

Really, like, analyze how it’s working.

And it’s okay if you go into an organization and they’re like, we don’t use MQLs.

Anybody who is, like, laughing about that or thinks it’s outdated, I feel like they’re they’re probably not very professional if they go into a space and go, like, nobody uses MQLs anymore. Like, no. Like, lots of people use MQLs still, like, the vast majority. And whether they see it as a garbage lead is really on, like, them. It’s got nothing to do with and you don’t have to also, nobody’s saying for you that you have to go in and say MQL is the metric that matters here. If you know this, if the people that you’re selling this to don’t it means marketing qualified lead, and then there’s sales qualified lead, and that’s an SQL. So if you go into these and there’s other types of qualified leads that gets it gets detailed when you’re dealing with product led growth versus sales led.

So there’s also just stuff going on there, but just know that it’s okay that you might measure things differently than your client does. This isn’t about trends. It’s not about what the latest thing is that people care about. Cost to acquire a customer is always going to be a critical, metric.

It doesn’t mean you have to call it that. Call it whatever they call it then. You don’t have to fill in the metrics with them. You can say these are the three KPIs that I’m generally measuring for.

Do you agree with these that these are the three outcomes you’re looking for when you’re hiring me for this? Yes. We do. Cool.

I know businesses, measure these things differently. What are the two primary metrics you use to measure this KPI? Me through that. And then you can draw that on the model.

But what I don’t want you to do is shy away from taking the lead and saying, this is what I do. This is how I do it well, and then talking with the client about that. Does that make sense, Naomi?

Yeah. For sure. For sure. I can, like, outline the metrics that I use. But my idea would be to go in and say, okay.

We’re gonna measure leads. Do you measure MQLs? Do you measure leads, or do you measure opportunities? And then have that as one side of the triangle and then say quality.

Do you have a metric or quality that you have, like, as an algorithm? And then have that as one And then ask them specifically, like, do you have a specific metric that you created with your own algorithm, or do you use something in like, what would you use? And then add that later on rather than coming in specifically and using something that’s not actually programmed into their database.

For sure. That’s great. We’re totally aligned on that. Just make sure that you’re guiding the conversation and you go in there knowing what your standard KPIs are, what the most common metrics that matter are so that when you’re guiding them through this conversation, they might also stare at you and go, I don’t know.

Not because they don’t know, but because they’re trying to figure out what you like to connect a dot between what they wanna share with you and what you want to hear from them. So when you’re asking those questions, it’s good to have a backup that’s like so here’s an example of a KPI that we use. Does that match what you use for this or what you had in mind for this? Yes.

It does. Okay. Perfect. And if it doesn’t, then they can say that at the same time too.

Cool. Something wrong.

Because if I’m speaking yeah.

If I’m speaking to somebody who’s more product marketing oriented or more brand oriented, like, sure. I can come in with very specific data and lead the conversation. But if I’m coming into somebody who’s a campaign manager, then I wanna make sure that I’m speaking to them on their level and Sure. Sort of engaging them in the conversation.

Hundred percent. Love it. Awesome. Cool.

Okay. Excellent.

Did we get our primary goal for your offer? Does anybody wanna check that out, what they or just share it?

Everybody timid about this? It’s okay.

Nobody got what’d you do? John said you’re looking down at your page.

K. Naomi has conversion rate. Awesome.

Jessica?

Is it okay to ask a question?

Sure. Katie, you have increased lifetime customer value. Nice.

Web traffic. Yeah. That’s a good KPI.

High level.

Jessica, are you asking it or what’s that?

Oh, yeah. Sorry. I wasn’t sure when you wanted me to ask.

So I was gonna Go for it.

Go for it.

Sorry. Okay. So with the seasonal sale, right, conversion rate? Yes.

I’ve been looking more into the, attributable revenue, but that’s not I guess that’s not the word. But, anyway, the one where I’m kind of struggling, though, is the idea of instead of just general ROAS, which was really big when I was working in house with my ecommerce client Yeah. It seems to me that given my specialty and what I would like to do, that new customer ROAS would be an interesting metric. K.

But where I’m getting kind of stuck is if they have a high lifetime customer value, right, and it’s so a really high one, then they might be able to spend a little bit more with their ads and invest a little so they’re so the ROAS on a new customer may not you know, they may be able to lose a little bit.

Right? Yeah.

Yeah. So I guess that’s where I get a little stuck in the muck of KPIs and all that because given the especially, it seems like it comes back a lot of times to lifetime value. Based off of what they can get long term, you can make different decisions in the short term for the seasonal sale. And that’s where I’m kind of struggling with what how to standardize, I guess.

So that’s where I mean, a lot of experience will help with that. Like, the more you go and try this with different groups, but also your perspective on it. That’s why specializing on the sunshine growth model is right next to thought leadership. Like, the two work hand in hand.

So if you draw a line in the sand and you say, look, I work with clients or with brands that are spending money to acquire new customers and have high lifetime value, or customer lifetime value, that’s who you work with now. That’s what you build thought leadership on. You say you’re gonna lose money on the first one. And by the way, you’re not the only person saying this.

Like, every ad agency we talk to is like, oh, no. No. No. You need something further down the line because you’re gonna barely breakeven on the first ones.

So but that’s cool. Why not draw a line in the sand and say this is this is the case? You need to be willing to lose money on that new customer acquisition in order to upsell them on things later. So you have to have a high customer lifetime value that is realized after that first purchase.

Okay. Okay. So that’s an acceptable option. Okay. I did not even think about that with the thought leadership, so you’re right.

And thank you for pointing that out.

Cool. Awesome. Good question. Okay. So I’m looking at time.

A bunch of metrics listed here, all sorts of them that matter across different things for different businesses. Some businesses will care a lot about some of these and others will not. Some of the work you do, this will matter for it, and some of the work, it won’t matter. The way attention and attraction are written together really mess with my head. Did I spell one of those wrong? I couldn’t.

No matter how many times I read that over, I’m like, there’s something wrong with that. Anyway, it’s messing with my eyes, and has ever since I started working on this.

Then there are conversion sales revenue. So are you working more closely with sales, with the sales team, or more with the product team, or more with the marketing team? That’s gonna vary based on what you’re doing. Obviously, cart abandonment is more for ecommerce than it will be for SaaS. But you may still find some people who work in SaaS and say cart abandonment largely because they came from an ecommerce background, which is very, very normal. So just, like, be ready.

Be ready to not be too shocked by the number of things that you may hear in an organization. Not everybody is running at an expert level. So that’s important to keep in mind when you’re like, what did they mean by car dependent meant when we’re in SaaS? Just like, oh, they just meant this.

They meant that. So keep that in mind. And then there’s way more to this. I don’t work in engagement referrals or necessarily sometimes in retention, but I don’t, like, even consult with people on this side.

So I didn’t have a lot of metrics to list out here, so there’s probably more if this is the thing that you work in. Just keep adding to it and know that these lists are not exhaustive. The reason they’re in here is to help you if you’re like think I know what one goal is.

And I think I know how they measure that, but there are, like, fifteen things that they use to measure that goal, and they’re all listed in here, then you need to decide what the most important ones are, the metrics that matter for the work that you’re being brought in to do. So this is the sort of thing you’d wanna fill out. It doesn’t have to go in any sort of order. Like I said, depending on what their primary KPI is, you just, like, tilt tilt the triangle around until the one that’s number one is, like, up at the top if that even matters visually. But just keep that in mind. This doesn’t have to go in any certain order. It sometimes does go clockwise.

Cool. Sometimes it has the flat part down at the bottom. Whatever. That doesn’t have to be drawn as a triangle either, but what you want to do is be sure that you’re able to talk your client through how you do it.

So let’s say that a standardized offer is for an ad funnel audit. When the ad funnel audit is done, there’s a road map of optimization tweaks that gets produced at the end of the ad funnel audit. So this is an example. Okay?

The example.

What might that person do if that was their standardized offer and the retainer that comes out of it? Great.

They could have and they talk they go into the conversation with their, client talking about this. Right? So the KPIs that are most common when I’m doing an ad funnel audit and then the work to optimize that ad funnel, they are more leads, more calls booked, and greater profitability. Does that match what you’re thinking?

And they look through it, and they might wanna unpack. Okay. What do you mean? Like, how would we even measure more leads?

Great question. There’s lots of ways to measure more leads. We typically use impressions and click through rate. And they’re like, oh, just to your point, Naomi, they’re like, no.

We don’t use that. We use blank and click through rate. Okay. Cool. Let’s do that.

We’re aligned that those are the two ways we’re gonna measure more leads. Yes. We are. Perfect.

Now let’s move on to more calls booked. What we’re looking at, because this is on the landing page in this ad funnel, is bounce rate. Are they staying on the page, or are they abandoning it? And sales demos booked.

Does that match what you would like to how you’d like to measure success for more calls booked? Well, we definitely need sales demo booked. I don’t know about bounce rate, though. Is that the most important thing?

And then you have a discussion with them about why that is. And then we get into greater profitability, cost to acquire, and cost per lead. Those are the key ones that we’re typically working at working with. Naomi, to your point, they’re like, we don’t say cost to acquire customers anymore.

Like, okay. Fine. What do you use then? Great. We’ll use that, but we’re good with cost per lead.

We say dollars spent per lead. Okay. Fine. We’ll call it dollars spent per lead. Are we good with that?

Yes. We are. Cool. This is how we’re going to measure success going forward. At the end of every month, when I report results to you, you’re going to see these KPIs on the page with month over month.

And once we get there, year over year data. How does that sound? So we can actually measure how this is working. Cool beans.

We’re set. Good. Now you’ve walked them through that.

Everybody is on board with it, and you’ve also addressed things that aren’t, that don’t match what they typically do, which is good for anybody who is maybe of a large organization that does have a data team.

Okay.

We’re really low on time here, but what I want you to do is once you’ve completed this this is homework. Once you’ve completed this triangle for your standardized offer with the metrics that matter, it’s not set in stone. You’ll change this. The sunshine growth model has been coming together for, like, four years, so it changes over time.

It changed from the beginning of the, CopySchool Pro. We didn’t even have those four categories. So it will change. That’s okay.

That’s why we use Canva so we can always be editing things. So it’s going to change. That’s okay. Just start with the metrics that you believe matter.

Then this is where we start to think through. We’re not gonna get into it today, but this is where we start to think through. Okay. Now that I know how we’re measuring this, what can I do to start chipping away at systematizing ways to optimize that metric?

So for that metric, I mean. So let me skip ahead. This is the blank one for you to fill in for your own triangle or whatever diagnostic you use. This is what we’ll start to use to identify areas of opportunity for optimization.

So if we’re like impressions, again, if they changed if the client has changed it, then you change this too.

Impressions is how where is one metric. So what are things that could impact impressions? Well, the audience might be too narrow, too broad, or whatever. The image might be impacting impressions.

Maybe it’s a video, and it needs to be a static image or maybe the opposite, a hook or a keyword. Now we don’t wanna list every possible thing. That’s what a full mind map is for. That’s what I’ll share with you down the road.

All we really wanna do right now is start saying, like, okay.

If I implement this, what might be going on when things aren’t performing well or when they’re performing really well? And this will mean referring back to your list of guesses. Right? Like, you made guesses at every stage.

What did you guess at that could be impacting positively or negatively bounce rate, for example. Well, the headline, I guessed at the headline, so it’s maybe that. It’s the I guess, at the formula that we use for it, I guessed at the message, I guessed at how. So headline could be doing it.

Could be trust factors because that’s what bounce rate is largely about. Do people trust you when they landed on that page?

Load time is also another one. Right? So you’ll work through these. And then when you’re going through and doing the measuring and bounce rate is high, now you can say, okay.

If bounce rate’s high, we don’t worry about that or that. We only worry about these things. Let’s look at these things. And that’s how we can start to put together hypotheses for what could be going wrong and what we could do instead.

So you’ll fill that in, and then there’s all these other pages where you can then take every one of these you have. This is a lot of systematizing, but it does mean if you do this work upfront, then when the time comes for you to hire somebody to help you with optimizing, you train them on this. And you say, like, okay. These are the six metrics that matter.

These are the things that are probably going on if that metric is underperforming or if it’s doing really, really well. So if we see that click rate has gone through the roof, it’s amazing, Then we’ll look at offer and CTA and develop hypotheses for those. How do we develop hypotheses for those? We go through and we fill in one of these for each one that comes underneath this table.

I’m scrolling around a lot, but you can see here we have impressions, audience, impressions, audience. We wanna list out all the things that could be going on with audience that is possibly affecting impressions. Is the audience too narrow? Is it too broad?

Is it too new to us? It’s different from what we’ve been doing successfully. Is there no look alike as a starting point? And, again, that’s kind of moving toward towards, like, a new to us.

Too close to our existing list of nonconverters. Like, they’re just bad even though they reflect a lookalike. Too hard to reach, etcetera, etcetera. So we start brain dumping what might be going on there knowing that it usually comes down to these things. Either there’s a wrong x, wrong tone, wrong wrong voice, wrong message, wrong framework, wrong formula, wrong audience, changed all of those things again so the audience we thought it was has actually changed.

Changed seasonality, that’s a big one too. There’s no x. There’s no one upper. There’s no CTA on that one admin that you were men that you’re mentioning.

No CTA, or it’s a weak CTA. It’s get started when it should be more of a call to value. So it’ll come down to wrong, change, no, or weak, and then you fill in anything after that. Then it’s too much of something.

Too narrow, too broad, too many, too few, too clever, too timid, too different, not different enough. And then there’s, like, this kind of bucket of other random shit that could also be true. It’s introducing a new something, a new component to an offer that is unnecessary, new friction in form fields. It’s introducing new anxieties by saying something about trust when nobody was even thinking about trust.

And, oh my gosh, should I trust these people now? It’s swiped, not strategic. That’s what most junior copywriters are going through or guest steps. That’s also what most junior copywriters are going through.

Like, I like this headline, so I wrote it. Well, that’s a guess, and we can really say, like, no. No. That’s probably what’s going on, or it’s ego based.

Someone, the highest paid opinion said this is what the headline should be. You all, like, put your your head down and went, okay. Let’s make that the headline. But you know that that was ego.

Or it was you. You wrote a poem or a email.

Nobody gives a shit about your poetry. So don’t write a poem. Go back and write something that matters for the customer. So that’s what it’s likely to come down to. It’s kind of like an absolute crash course in things that could be going on that are negatively or positively sometimes affecting whatever your goals are or the metrics that matter are underneath those.

I’m gonna stop there because there’s a lot here as I knew there would be, and there’s even more planned. This is this is scaled back. But, hopefully, that is helpful to you. Yes. This is in the Slack under copywriting advanced in that channel if you couldn’t find it. Do you have any questions, thoughts, concerns?

Yes, Katie.

Okay. I’m gonna preface this by saying I have several questions, thoughts, and concerns. So, like, what is the best place and time to like, are we gonna revisit this large topic?

Yes.

Yeah. We’re just scratching the surface. This is, like, intro. Not super intro, but yeah. Yeah. There’s more to come.

So I would say Mike ask now, and then Mike can say, like, we’ll tackle that later.

Okay. So one project that comes to mind that I actually have, like, is a quiz funnel I wrote. It went live about six months ago, and I’ve been putting off, like, checking in the after data, because I don’t know if you remember. I’ve I’ve Slacked about this client’s team. It was a social media manager who really, like, took over a lot of decisions about the email marketing.

So I guess, like, the thing that needs to be optimized is it’s not readable on mobile, and all of their traffic is coming from Instagram.

So how do you how do you navigate the conversations when you think that the thing that needs to be optimized isn’t your yours to own?

So I’ve had this happen. Ari, is it safe for you to talk to your point of contact about this team member taking over on the thing that they shouldn’t have taken over on?

Well, the problem really at the end of the project was that I could not get the client on a call without the team member being there.

Like, I tried a lot. I have, like, a two a one on one call, and he was just always also on the call.

So then it’s not safe too. That’s not possible.

So, I mean, there’s upfront work going forward where you can say you can put the rules around it. Right? Like, if if we’re going to ever measure this, you need to implement as we agree.

They’ll have reasons not to. They’ll always say we’re the one paying the invoice. It’s on it’s our business. We can do whatever we want, and they’re absolutely right.

So it is a matter of them getting on board with you being the deliverer of better performing KPIs for them. If they can recognize that you hold the key to that, then they’d be silly to get in the way. Silly is a big word though because there’s all sorts of internal politics going on. Nobody wants to fire a team member.

Who knows what’s going on? But lots of team members are underperforming out in the world, and that’s why you were brought in in the first place. It’s no offense to them. They go home at four o’clock.

Nothing. You’re like you’re an expert.

So what do you do up front? Try to do things up front to get them to buy in to the idea that and, again, the more money they’re spending on you, the less likely they are to be like, hey, Sue from accounting. What did you think of this? Like, no. No. No.

Katie knows. We trust Katie. That doesn’t mean that’s always true. Charging more isn’t gonna be, like, the the silver bullet, but it helps.

And then I the tricky thing is if you can’t get them on a call to talk to them about that, that’s the kind of thing where I would just, there’s nothing you can do about it. They’ve implemented the wrong copy. If they ever reach out to you and go, why is it working, then you say, let’s hop on a call, and I’ll tell you exactly why it’s not working.

And then you can walk them through. And this is the conversation I’ve had to have have before. It’s like, is so and so a conversion copywriter?

No. What are they? They’re a marketing intern. Yeah. So why are they writing this copy then?

And you can ask that question. And if they’re the CMO, same question. Doesn’t matter where they’re at. They’re not you.

Why are they editing your copy and doing whatever they want? And if they’re if the if the culture of the organization is allowing that, you can’t do anything about that. All you can do is step away and try to do your best to avoid that kind of client in the future. But you’re allowed to have real talks with that person and say, you brought me in for this.

It’s it’s important to me that my copy perform well for you. It’s important for me as important as it is for your team member to not feel disengaged from this. This is my this is my livelihood. Like, this is everything that I do.

And if I’m not getting results for you, that’s really bad for me. So how can we implement my copy? What’s stopping that?

And if they don’t have anything to say, then this call is very likely down to there’s something going on internally.

There’s nothing they can do about it, and there’s nothing you can do about it either in my experience.

Yeah.

And so, like, I I totally understand and respect that as, like, the way forward with this client. I’m curious how you would approach that in general when it’s like you’re the copywriter. You were brought on to to optimize the copy, but you have a hunch that a design component is what’s impacting the performance of that page? Like, do you just provide we’re like, we think we should test button color or something like that, and then and then you put that on their team to implement?

Yeah. So everything that we’re working on, it’s good to align with their designer or design team right up front wherever you can. Always, always, always. And if you can do that, then also share that as they know.

Copy doesn’t live in a silo. Copy and art work together. The creative department is copy and art and now other digital stuff too. But it’s always been art and copy.

There’s a documentary called art and copy. Like, it’s always been art and copy. So you need to work with the artist just like the artist needs to work with the copywriter to get it to its best place. If you the problem is that the designer may not feel empowered to be part of conversion rate optimization.

They’re just like they’ve been beat down over the years by every marketer saying, just change it to this color, and they’re like, they kinda wanna dye a lot of them, just like a lot of in house copywriters kinda wanna dye.

So if you have empathy for that, it doesn’t mean it’s always true, but I would start from that point. Like, I really respect what you do. Have a one on one with the designer, their design team. Really love what you are doing here.

I really wanna be part of making this better. Here’s how I work. How do you work? Let’s let’s figure out how to align on this.

If you can do that, then you can get them on board. Some people will still never be receptive. And in those cases, for me, I get a little bullish, and, take over. And then just say, like, here’s the road map for what we’re gonna do to optimize this.

And you can use data to support that. Right? If you’re like, here’s the email.

I went and I put it on, user testing dot com and had people speak to it, or I did validation, like, a five second test or whatever the hell you wanna do to get that little bit of data to say, like, people are not seeing this button. It’s gray, y’all.

Why is the button gray? But you don’t have to be the bad guy then. You can say people aren’t clicking on it. Let’s hypothesize why people aren’t clicking on it. Do we think they can find it?

Sure. They can find it. Okay. But when they find it, does it look clickable? Well, great things are clickable.

Well, great things aren’t clickable, actually. So you can have that discussion with them. But if they’re if they’re weird about it and you’ve done everything you can to make nice and be friendly with them, you’re the consultant.

Take over. You don’t have to make best friends in this organization.

And a lot of a lot of people are gonna go, does Katie know? And that’s just the way it is.

But they’re probably miserable in their jobs too in my experience. So I don’t know how helpful that is. People are trying to do their best, but they’re also calling it in a lot, like, a lot a lot.

So sometimes you have to kinda be the bad guy if being the good guy didn’t work. Yeah.

Johnson, you have a question, or at least one of the two Johnsons that are here has a raised hand.

I, I’ve got my laptop so I could see the see what’s going on. I was using my phone because it’s got a camera.

Yeah. This isn’t, well, it’s sort of I mean, it’s tied into this, of course, but, you know, we talked last time, about moving towards email, getting to know my market better and the the offer.

And, yeah, I mean, it’s it’s more or less a reiteration of the same thing. In terms of offer, I don’t know what I know. Don’t know. And I do know what I know.

But I don’t know what yeah. And I I know you have a lot of experience in email, and, honestly, I would just love to hear what your thoughts are in terms of offers that fit this model well, and, that that you think are interesting because that would that might be a really good starting point for me.

Okay. So you’re just looking for, like, ideas on what to do as your standardized offer?

Yeah. Basically. Yeah. I’m pretty open to to whatever, and I’m I’m I’m pretty excited. So yeah.

Yeah. Okay. Love it. Who do you like working with? Who’s your target audience? Who is in closest proximity to you that you can reach?

So, I mean, it’s part you you mean, in terms of, like, next client or just in general?

Well, it’s probably that client with my cousin Lee. That’s but that’s gonna be in, financing.

But, I mean, it’s tech financing, so that’s kind of kind of a sort of blend.

K. And that’s gonna happen in q two or q three now. So, that’s the project I’ve done yet, which I’m excited about. Nice. Oh, so that will win. And, Yeah. So that’s probably where I’m going next.

Do you like working with tech?

Well, yeah. I mean, broadly speaking, yes.

But, again, broadly speaking, I mean, aside from, I don’t know, helping our company kill the rainforests, and, I’m I’m happy to work in any industry, as well as I don’t hate.

So yeah.

Love it.

Okay. So the thing that seems to be an unlimited gold mine, is life cycle emails, because of you just problem is you have to go narrower than that because there are so many emails that I’m I’m saying tech, but I really, in this case, mean SaaS. I don’t mean NVIDIA or other more complex behind the scenes things. I mean, SaaS.

I mean, there’s a sign in, there’s a login, and people and users use it, and it’s usually product led growth. Doesn’t mean it has to be, though. So Envision has a sales team, for enterprise organizations. Envision’s not a good example.

They just went bankrupt.

But they were really good for a long, long time.

But point here is if you work with SaaS, there are loads of good reasons too, which I won’t get into because I know I already talk too much as this.

But SaaS life cycle emails or SaaS depends on which part of the life cycle you wanna work on, but that nobody’s doing it. I’ve said this before. Nobody’s doing it when they are they’re inundated with work. They can’t hire fast enough, so that becomes your problem. Like, cool. There’s so much money in work, but I actually can’t hire and train fast enough. So that’s a real like, that’s a first world problem, but it’s legit.

And there’s lots of money. Lots and lots and lots and lots and lots of money for a life cycle. So just do life cycle, stand up, life cycle of some kind, activation through to revenue, whatever that looks like. You have a standard model in place that you, modify.

So you always know we’re gonna probably have these three box scars, but there might be a fourth or a fifth on there. We’re always gonna do segmentation around this part. We’re gonna try to do if we can do triggered emails, then this is true. Some SaaS companies, you still can’t do triggered.

Everybody on the development team is, like, homegrown stuff, so it gets messy. Point is, you figure that out.

Stand it up. That’s your project. That’s a standardized offer, and then you just optimize it from there on out. And because SaaS businesses need this so badly and have a real problem of a database that is packed with email addresses that they’ve been ignoring hard.

If you can come in and start to untangle that, like, that’s why Boxcar that’s why I started it. Just it’s endless, the amount.

The amount of of need there. It’s directly it’s back to revenue where they have users right there. They’re just not touching.

Is that what Boxcar specialize in then?

Yeah.

Yeah. And that’s what Boxcar so I’ve exited Boxcar. They’re off doing their own thing, and they’ve added in other landing pages mostly because there’s also a lot of demand for landing pages, and things like that. But I continue.

Like, I’m consulting with clients right now, on exactly this stuff, and it’s endless. I can’t even stop the engagement when I try to. When I say, okay. I’m ready to hand this over to others.

No. No. Way. Confused. There’s too much money on the line. Yeah.

Okay. A follow-up question I have then is, when would you recommend looking to, gain a a solid understanding around this area in terms of self education?

Yeah. I mean, given that software companies use intercom so much, I would read through all the intercom resources, watch all the things.

Also, Gong, though, like, Gong dot io, they’ve got a really good resource center and software companies that are using Gong usually have a lot of money to spend. They’ve got a sales team as well, but they’re probably trying to also do product led growth. So check out everything that Gong. Io has.

Intercoms, yeah, really obvious one.

Yeah.

Those are Okay.

Those are Like, I don’t think I English.

Yeah. You can start there and have a really solid education at the end of it. Yeah.

Alright. Great. That’s amazing.

And and just before, is there anything else, just seeing as this is something you’re so passionate about, is there anything else you think I should know about approaching this?

My only pause on doing it at all is that you will have to get really strong at saying no to coming on board as an in house person.

So I would say build out your team sooner. Yeah.

The Right.

You’re gonna make us a a crazy offer to bring you in because it’s so valuable or just right. Okay. Got it.

It’s it’s just so hard to I most people who started an email went off and did something else for god knows why, So there just aren’t that many experts out there. If you become that trusted life cycle person for them, yeah, there will be annoyingly compelling offers that you’ll have to be stronger then because when good freelancers go in house, they regret it. Two years later, they’re like, damn it. Why did I not just keep doing the thing? And I have story after story that I’m not allowed to share, but just know. This happens all the freaking time.

Don’t say yes to that offer. You can make more money on your own and be happier.

Anyway, we’ll get in we’ll cross that road when we get there, but that’s the only thing I would say. Yeah.

No. No. No. I think that just made me wanna do it more, honestly, because I’m never gonna go in house.

So, Never say never.

The offers can be very compelling.

So it’s stupid. Sure. Okay. Okay.

Cool. Cool. Awesome. Thanks, Jonathan. Anybody else? Anything else? We’re good. Edna.

Hey. So I was gonna ask you, apart from the click rates or the conversion rates on a pricing page, what else can you track?

Like, the like, the scrolling with the heat maps and That’s a page I took out of today’s presentation.

Easy oh, wait. No. It’s in the tips area at the very end. I didn’t get to the tips page. The last page is full of tips.

Easy on scrolling, and pricing pages are typically not bad. Okay.

I hear you.

There’s the FAQs at the bottom that are, like, expandable too.

You know, I wouldn’t what I would look at on a pricing page, depending on if it’s on the website versus if it’s where people in product lend or lend from emails for users, not trial. So website versus other pricing page would likely have two different ways of like, two different models that you would put together for how to measure success there and what the KPIs are.

Bounce is actually really important, and it might be more at that point, it’s like exit because bounce is, like, when you enter a site and then bounce it versus exit rate is different. So you’d probably call it exit rate. On the pricing page, did they spend less than ten seconds there, which could mean all sorts of things.

And that’s where it’s like, okay. Well, that’s a metric. That’s not a KPI. So you have to first figure out what the KPI is.

Is it, hold more people on the page longer, whatever that looks like as the actual, like, goal, in which case, exit rate would be huge. And then you would go down to the table below and say what’s affecting exit rate on here. Is the price too large, too high? Are we not giving them enough time to scroll?

Like, you’d have all sorts of questions you could ask.

But it really does depend. What you want out of a pricing page is for people to choose an option, but that’s not as important as just starting to be a user. So click a button is gonna be a really important thing. It doesn’t always matter which button they click.

However, if increasing average revenue per user is important to you and if they are the kind of company that starts, that like, a lot of companies, when you land on their pricing page, you don’t have to choose a plan. You’ll choose that plan when you go. Other ones, you do choose a plan. So for the ones where you do choose a plan, it might be that you’re trying to optimize to get more people into a higher tier plan.

So that could be something, increase average revenue per user. It could be both a KPI in this case and a metric underneath that KPI.

But we’re really just looking at increasing average revenue per user, and there’s lots of ways to figure that out and lots of hypotheses you can come up with if you’re like, oh, no. We’re not. Our our poo went down.

So if that’s the case anyway, there’s that to consider.

Okay.

All sorts of things. All sorts of things.

Okay. But start with their goal. So you could also just go out there and do some research on what people want, what business owners want, what SaaS people, or even course creators want out of their pricing table.

Yeah.

There’s Thank you. Loss.

Yeah. Alright. Fun. Cool. Anything else? Anyone else? We good.

Can you just tell me when it I don’t wanna take up more time today. But I am I have some random ideas, I guess, about what might work as a retainer, or may not. And so I guess what is the best time to start discussing and then knowing because I was reading through the workbooks for all this stuff, And at one point, I think I saw something scary like, if you cannot do this, we need to go back to the standard offer and change it. I was like, oh, shoot.

I need to figure this out sooner rather than later. So what is, like, the best time would you say just talk about it in Slack? And if you guys say, nope. None of this works, then I need to look at that.

I’m a little concerned about how much time I’m wasting on seasonal campaign if I can’t figure out a retainer an optimization performance retainer for it. That makes sense.

That’s fair.

What can you I mean, now is a good time. We are in this afternoon talking about standardized offers. And with that, it’s important for you to think about the retainer offer. But next week will be full on retainer offer stuff.

Okay.

So what do you have right now?

Now is a good time?

Okay. Well, the one that to me seems to there’s obviously the seasonal sale campaign, any it could be a product launch campaign, right, where you learn from that campaign, and you can take some of those learnings and apply it to retention strategies and other things like that or just your future campaign. But a future campaign, like you said, is a new project. Yeah. So I’m trying to also avoid that. And so then the major things that I kind of was trying to get it down to was my focus on seasonal sales can also lay a great foundation for ongoing customer retention.

And, so, yes, the average order value that yes. You can do that. And, yes, you can get them to come in during the seasonal sale and buy a second time. That’s all great. But we can also start laying the foundation for increasing lifetime value and all that kind of stuff. So then the only thing that to me made sense in terms of value was ongoing work around their customer retention KPIs.

But what I was still struggling with is I’m not doing enough to opt I’m not doing enough, I don’t think, in the seasonal the standard thing for post purchase experience and all that to kinda make it not a brand new project that almost requires an email audit or something like that. So then I’m like, I don’t know. I just keep hitting the same off. Okay.

Well, I might as well just do an email program audit because they I don’t have the full picture if they bring me on for a seasonal sale. Right? And I wanna keep their customer attention going and doing all those things. It feels like if I don’t see the full picture, how do I say, yes.

We should focus on a win back versus something else. You know? Yeah. That’s what keep kinda coming against a wall of my brain.

I think you’re getting close. I do. Because it feels like okay.

If you have a point of view on standardizing seasonal campaigns Mhmm.

You can start with an audit of their past. That could be, like, your project out of the gate, potentially. Like, we’re just brainstorming here, and it might break. It might not be right.

But, if you were to start with seasonal audit, you go over their last six seasonal campaigns, and you audit them against, like, a rubric, just a some sort of analysis that you come up with. It’s your thought leadership. You own it. You’ve made sense of the best ways that seasonal campaigns work.

And then you could be responsible on an ongoing basis for running their seasonal campaigns against what you found in the audit. Doesn’t mean that’s the thing to do, but there might be if you have thought leadership and a point of view on how to run killer seasonal campaigns, All all you need is that.

Just that, Jessica. You just need outstanding thought leadership on seasonal campaigns.

Right. But that really could be you could build something out of that. You would still have So for every part of the retainer, there is still a certain level of original work that has to be done. Yeah.

But you need to try to systematize.

I say sixty percent of that. That’s not a real number. That’s just to give you a sense for it should be more systematized than custom.

Mhmm. So if you can break it down to here are the templates that work great for these campaigns.

If you could come up with that, if you could own that, then that could be a really interesting retainer where you are doing original work each time, but it’s based on your brand’s hypothesis about what is what to do to make seasonal campaigns work really well so that you attract customers that will pay pay more money to you down the road or whatever that thing is that you’re say that you end up saying in the end. I feel like you could do something, but it would require a lot of, like, really dig into what your point of view is on this.

Mhmm. Yeah. Does anybody have anything to add or any thoughts there?

I would just add that I’m totally in exactly the same boat of wondering, like, the ideas that I have for the retention offer, how do I stop them from snowballing into new projects?

Like, just, yeah, just finding that right, like, golden ratio of what goes in the standardized offer versus what’s the ongoing.

And then kind of adjacent to that, I know we were talking about, like, web copy. Like, so many of us having web copy as a standard project, but not wanting that to be the standardized one going forward.

Like, if I’ve landed on the, like, automated email sequences to increase lifetime customer value, But I’m like, how I don’t know if that’s close enough to the pain point that people like, you know, needing a sales page feels like a strong like, I don’t have the sales page. I don’t feel like it’s converting or, you know, I just feel like the post sales automated sequences feels like an add on to a painkiller product versus, like, a standardized offer in its own right.

Okay. So we were talking about this last time or on Friday. Right? And so if we’re at a so if I’m recalling correctly, it came down to sales page as standardized offer that then gets optimized, emails as standardized offer that then get optimized, or both, a standardized offer that then get optimized. And this is where you’re you’re still working through that. Is that accurate?

Well, I mean, I so I was like, okay. Shut up and make it easy. Choose the emails.

But what I because I’m reading a hundred million dollar lead nice.

Leads right now and just and I really wanna be close to the pain. Like, I wanna be fine. I want people to be like, please help me with this. And I don’t feel like the automated emails is the place where they’re like, we desperately need this support.

Can you then so you’re saying that the pain is the sales page?

No? Well, okay. I acknowledge that I’m talking about working with a different audience that I work with right now, but I was yes.

Because nobody’s ever come to me being, like, give us these emails, but people come to me all the time for the sales page.

Do they want you to continually optimize the sales page, or is it a one and done project?

Well, for my current audience, it’s a one and done project, but I’ve also never pitched sales page optimization before.

Okay. Cool. Great. So if you were to say the pain is closest to the sales page, My target audience that maybe I’m expanding to, feels great pain and wants that page optimized on an evergreen basis. They want to just continually optimize it, I’m going to sell that. That’ll be my thing. That sounds great.

No? What could be wrong with that?

Well, I feel like the sales page is harder to own than the emails just in that there’s more people doing it.

More contractors doing it. More more copywriter in my space talking about sales pages versus the behavior based automations feeling like a more like a bluer ocean.

Okay. That’s interesting. Yeah. I I don’t think it’s red ocean, though. I really don’t like I mean option?

You know best. You don’t You know. But, like, your target audience who is a person that needs a sales page that they’re continually optimizing? What’s the brand that you would want to work with?

Let’s say, like, Jerisha Hawk is a coach that I would like to work with.

Okay. Cool.

Mhmm.

So there are and do you feel like this person sorry. I’m not familiar with them. They’re always being pitched by others, or, like, they’re does it feel like they’re staring at a red ocean of people pitching them on these services?

Well, I’m like, from how engages with hers with her Instagram posts, I feel like there’s definitely at least a handful of other other copywriters, like, circling the wanting to work with her.

Who’s really killing it, though? Like, who in this red ocean is kill is it a red ocean full of sharks tearing everybody apart, or is it, like, a a goldfish pond where there’s lots of little ones in there doing their best, but may like, is there room for you to come in and be the shark?

Okay. I like that. That’s a good analogy for me. That works.

Okay. Good. Then we’ll leave it at that. I’ll quit while I’m ahead.

Alright.

Thank you.

Awesome.

Anybody else?

No? Okay. Cool beans.

Then if you’re sticking around, I’ll see you in an hour and a half for the next training.

And thank you for those who are letting their brains fill up with this stuff. Hopefully, it’s getting you to a good place, but we’ll talk more in a little bit. Okay? Thanks y’all. Bye. Bye. Bye.

How to Build and Sell GPTs

How to Build and Sell GPTs

Transcript

So today’s presentation is how to build and sell GPTs.

We’re gonna cover, GPTs one zero one. Then we’re gonna cover the three ingredients to make a a GPT, then we’re gonna go over, something called assistance API, which is really the professional version, if you wanna call it, of the of the GPT, then we’re gonna go over how to build a GPT. If we have time, I’m actually gonna do build one with you everything is a bit wonky right now because they’re they’re doing some updates. So it’s it’s not as, streamlined as I’d like, and there’s of glitches right now, especially with the Zapier integration.

Then we’re gonna go through, ways that you can sell GPTs to make money. At the end, we, alright, like I said, we’re gonna provide a soap where if you wanted to, you could start selling custom bots to your clients.

With custom knowledge bases as well. So we will provide you with the soap and the video on how to do that. Then we’re gonna do some walk throughs on how we are using assistance API to launch a productized service, success stories cell, and then I’ll try to go through the process and how everything is connected, including how we’re using GPTs plus also, the assistance API. And then, of course, we’ll do the, the Q and a. So we’ll start with, the introducing the GPT. So basically, these were launched to solve a a specific problem and that business owners were saying like, hey, this is great. I love I love the the chat GPT, but I really want something customized that I can use for my business.

One of the big things was a knowledge base. People wanted a custom knowledge base that AI can draw upon. And, and then they also wanted the ability to to get that AI to to create some type of action.

So this is why, GPTs were introduced. Now they’re claiming that there’s no coding acquired, but that’s not that’s not true.

When you get into GPTs and I’ll I’ll walk you through.

When you get into actions, you do have to have some level of, sorry, who’s in the transcript recording is on. Is every everything okay with the transcript on that? Someone just answered your question.

We’re okay? Okay. So they’re saying that there’s no, recording required, and no coding required, but there is some level of coding that you’re gonna need, especially when you’re getting into actions. Now, and these images here that I I’m literally using AI for everything just to get familiar with it. So if you see some spelling errors or whatnot, AI is is creating the images for me. So when you’re creating a a a GPT. There’s basically three ingredients.

The first one is, prompting. So you prompt is to give the the GPT, a set of instructions to guide its answers. The second is your knowledge. So that’s the custom knowledge base that you can use, to, the that GPT will drop upon. And then there’s, of course, there’s the actions as well. Now there’s there’s two types of actions there’s the actions that, integrate with open AI’s existing capabilities, like you’re browsing with Bing and your data analysis, and then you can also create a custom actions usually by API integration and a few other things as well. So those in a nutshell are are what makes up a a GPT.

The first ingredient number one, and I created a bot to sort of explain the process and then what we’ll go through a live version as well is to create your prompt. Now, what I did, it’s kinda like a using a prompt to create a prompt, but I created a just that, a prompt, a GPT to help me create a prompt.

Which takes me to the next step, which is the knowledge base now to to create that prompt buddy. I used OpenAI’s knowledge base. And what I mean by that is I went to their website, found the the guide on prompt engineering. I turned that into a PDF, and then I uploaded it to chat GPT, and I told, prompt buddy to use that knowledge based when creating prompts for me.

So that’s how the knowledge base works. The second is the the, sorry, the third is the action. Now the action is where you can use prompt buddy where it can not only create a, a a GPT for me and it get but it can also do some type of action, like it can post to a website. It can draw on my schedule.

There’s multiple things that I can do with it. So that’s the action, and there’s two ways you can do this. The main one is through Zapier, and then you can also do it through API integration as well.

Now there’s two types of, and this is important. There’s two types of or there’s two ways to create a g a GPT. The first one is is the the GPT itself, and the second one is called assistance API.

Now they both serve they both do the same thing, but they serve different purposes and they’re for a different audience.

The the assistance API is really for developers technical users.

They wanna build a lot of applications.

The GPTs are for a general audience. They’re for non tech, technical users, entry level users, limited, coding experience.

Use case for the assistance API is you’re gonna build an agent like experience.

You’re gonna use open AI tools like code interpreter, you’re gonna do function calling. GPTs.

They can integrate with, open AI’s products, but you can’t do as much, constant function calling as you can with the assistance API.

The file upload limits for now this is in regards to the knowledge base, the assistance API, gives you the most, amount of, files that you can upload. You can do twenty files per assistant, maximum a hundred GB for an organization. And, of course, for the GPTs, you’re limited to ten files. Now that’s important because the that’s talking about your, your knowledge base that your your GPT will will draw its knowledge from.

Token limits. Now this is essentially when it stops working, assistance API, you get a lot more a lot more tokens to work with with the GPT. It stops following instructions at around seven hundred and fifty words, and that’s important when you are prompting.

So the assistance a API, you can really see how they’re gearing it towards, professional use. And it’s really if you wanna get into client work, or you wanna work with clients or develop products using AI, you really should start learning the assistance API, which will go through as well. Now the usage caps, assistance APIs pay as you go, and GPTs have a cap of fifty messages every three hours. And that’s for the chat GPT plus.

Now, someone way smarter than me dug into their code and they figured out that GPT is launching a, new plan soon. So this isn’t released. So, but they are launching this. It’s called a flexible team plan.

What they’re gonna be doing is offering unlimited, chat, GPT, and you have a monthly plan, which is thirty dollars a month, but it’s a minimum of three users.

So that’s ninety dollars USD a month, and they’re also gonna offer an annual plan as well. So they think they’re saying they’re gonna launch that in a couple of weeks, but just just to let everyone know, and that’ll include the the chat TPTs as well. So you can start doing some, some some fun stuff.

Access the assistance API is through the API and as pay as you go. The GPTs, of course, you’re limited, and it’s through open AI as well. And you have to have a plus subscription.

Now customization, this is the big one between the two. So assistance API, is really meant for fine tuning and you can have a lot of fun with custom integrations. You can have multiple APIs.

You can create custom knowledge bases. You can you can train your, your your bot on a million different things. The GPT, you can also customize, but you’re really limited and you’re also limited in, the amount of API calls that you can make, as well. So you there is some restriction there, the assistance versus the GPTs. And you can see how they’re modeling this as well. They’re really gearing it, the the GPTs to really small business owners, and then they’re gearing the assistance API to really you know, the professional end.

The thing with the GPTs though, especially when you get in the actions, it’s it’s not, it’s not easy to do. Like, small business owners are not gonna start creating their GPTs with custom actions, just to You need to know Python, you need to know API, you need to know some coding.

Here is if anyone’s interested, I can send them. This is the prompt that open AI is using that helps you create the custom, GPT. So if you wanna dig down into the code and just have a close look to see how they’re doing it, I can provide this. Someone else did this. They found it, and then they, they used OTR to sort of describe the info.

Now We can talk about how to sell GPTs.

There’s a few ways that you can do this is open AI is launching a marketplace. They haven’t launched it yet. They’re gonna be launching it soon, and they’re gonna be offering a profit sharing model. Now, that’s kinda work. A lot of people are saying what’s gonna happen is kinda like what Amazon did where they’re gonna they’re gonna partner with select, GPTs, and then they’re gonna purchase them, and then they’ll start selling them on their own marketplace.

There’s no details on the profit sharing model yet, but that’s the the angle that they’re going with it. The other just go here. The other way is to create and sell custom bots and automations using the assistance API. You can sell that to clients or you can sell it just on marketplaces.

And the other one is to, create custom GPTs for clients.

Not as advanced as the the AIs, but you can do you can still do quite a bit with a GPT.

One example is you can use a GPT to, create a lead bot and then use a an action to send that lead to your CRM and then trigger a nurture campaign or something as well.

Another way that you can use the, assistant API besides selling it, and this is where I’m the angle that I’m going with it is to really automate and streamline productize service.

So we’re using Assistant API to to do just that. We have a productized service. We’re gonna use this technology to streamline the process.

And, of course, that’s gonna allow us to get the market quickly scale and make more money. And I’m gonna show you how we’ve done that in a few minutes on how, the exact process we use and then you can swipe that as well.

So the custom, GPT is another angle you can use them that I I would suggest as well is to sort of use these to to help with day to day tasks and your routine tasks that that’s important because It can make you super efficient. I’ll just give you a couple ways that I’m using them. I love to read. I love to read books.

So I created a GPT to create custom cliff notes. So I’ll purchase a note from Amazon converted to a PDF uploaded on this it creates a class, a custom cliff note. I print it. There’s my summary, and I can read, you know, three, four bucks in a day if I wanted to.

That’s just one way to be more productive.

Another way you can do it is, I’m using it to analyze customer feedback for specific pain points. So we we have a survey data that we put out to, patients. And then we upload the survey data, and then it looks for specifics pay pain points. And I can show you the trends it looks for, but it looks for phrases like tired of worried about.

And then it gives a report that we can use for sticky material as well. So we incorporated that into into part of our process.

We’re also using this and this is part of our productized service. This this is a bit more advanced, bot, but it’s still using a GPT where what we’re doing is we’re pasting a form thread inside of GPT, it goes to the form with Bing. It scrapes the data. It takes that data, and then it writes a compelling success story based off a knowledge base, and I’ll show you the knowledge base.

The knowledge base is a book written by Rob Blie on how to write successful case studies. So it uses that book as its knowledge, and then it uses the frameworks inside of that book to write the success story. Then we have examples from nerd fitness. I like that writing style.

So I included that into the knowledge base as well, and it’s using that for the tone and the voice.

And then it’s it’s asking, it also includes things like your USP, you know, how many years of, experience the the clients been doing this. We’ve customized it a little bit because this is one of our clients, and we’re we’re offering the productized service for and that’s really an angle you can do with it. You can really customize these for specific or to solve specific problems.

So having said that, let’s go ahead and build, a a GPT.

I’ll start. What we’ll do is we’re gonna start we’ll we’ll build a basic GPT on delegating what I’m getting to the first problem is, you know, I I have a business I have multiple direct reports and and delegation is is something that I do every day. So what I wanna do is I’m gonna create a custom GPT, and I’m gonna ask it to help me streamline the delegation process. So the great thing about this, make sure it’s probably won’t And it is glitchy. You’ll know that, maybe a lot of people are using it, but it is glitchy. It’s taking a lot longer than usual.

So it’ll start. What this is doing now is this is really asking for, information. This is really the prompting, but they’ve automated this in a sense.

If you go in here and I said those three things that make up a GPT, here’s your instructions.

Here’s your knowledge base. So the knowledge base is you can you can upload anything and it’ll draw from that information, and then you have your actions right here. And this is where you can use different integrations like Zapier to really get it to do something. But let’s let’s go right here. So I want this to I want to streamline the delegation process with my team. So it’s asking me for some info and, please describe your overall goal, for instance, providing specific information.

Okay. Use so I’m just gonna in the knowledge base. Now what I’m gonna do is, I’m gonna go here into the knowledge base. I’m gonna just make this simple. I’m gonna upload it.

And on here, I have a book that, on your view.

On delegating effectively, effectively. So I’m gonna upload this.

It’s a book that I purchased on, Amazon.

This will upload, and I’ll I’ll have it u use this as the, as a knowledge base.

It’ll just take a couple of seconds to load. Okay. There we go.

Can I can I ask you a question?

Sure.

When it comes to the knowledge, one thing that I I still had to understand, how do you tell the GPT when and how to use the knowledge because I tried, but I didn’t see it, like, use it effectively. Like, they do just tell it, use the knowledge in the prompt.

So what is okay. So what I do, to go as in, and I’ll get into the open AI playground is I use the open AI playground to to really to get to a point where I’m happy with the prompt. Because you can get pretty detailed in this. And what I do is I copy and paste it inside of the builder that I’m building, and then it’ll say specifically to use this. It does it does draw on this first.

I don’t if web browsing, I think if this is enabled, it will go outside of that. Did did you have this enabled right here?

Yeah. Yeah. Yeah. Yeah. But, yeah, the the problem is Yeah. I uploaded a book, but whenever I asked some stuff, I didn’t see, like, the, you know, where where you see the the animation of, like, looking in my knowledge.

So try I I haven’t had that problem. One trick I do is that I’ll you can start once it’s live, start it with saying, hey, can you please summarize what’s in your knowledge base and have it draw on that first? Have you tried that one? No.

Yeah. Try that. Usually I’ll or I’ll try when I’m When I’m creating a prompt, I’ll I’ll give it instructions, and then I’ll say, do you understand? And then it’ll summarize what I’m saying just to make sure it’s clear or like I said, just have it had it summarize the knowledge base and what’s in there or refer to the files directly in your knowledge base.

Yeah.

Right? That’s that’s usual as well.

So, I’ll got note, Shane, Monique here.

Hey, Monique.

Are you are you high? Hi, everyone. Sorry. Sick here. So I’m off screen today. Yep.

Is it imperative you think to turn off the web browsing aspect I think what you’re saying, Chris, is exactly what I’ve experienced when I built these. It’s just not using any of the layouts or the knowledge that I reference.

It just be it seems very haphazard in some ways. Like, it seems more focused than starting fresh in a chat session, but it’s just not as focused using guidelines and layouts and frameworks like I would have expected when you call on it in the GBT?

Are you using just the the we’re talking about the GPT, not the Yeah. Okay. Yeah. So so we like, I do I haven’t had that problem only because I start like, I don’t jump directly to the, to the GPT.

I use the assistance API, and I I suggest you use that as well because you this is where I really streamline everything, and I get it to the point that I’m happy including the prompts, and then I’ll I’ll paste this into the and I’ll show you in a minute an example. I would paste this into it. Like, I’m I’m using this rate now to sort of guide the process, but I wouldn’t do this normally. I would figure it my own prompt.

I don’t find the qualities as good.

So here’s, I’m asking it right now, so I I said, look at the knowledge base for the delegation process. It is drawing on that. That is the book that I I uploaded in there.

So I don’t but do try if you do come across that, try that does work for me sometimes. Just ask it to summarize the knowledge base and see what it comes up with.

Yeah. I would love to know. And this is where I haven’t worked as the assistance API of the prompt uploading that you’re using. I haven’t done that. So that’s interesting. I you’re developing outside of chat GBT through OpenAI.

You’re developing Yeah.

Like, I’m using so I I I’m not a prompt expert, but I just used the advanced guide to prompting from OpenAI and use that as the knowledge base, and that’s feeding my prompt right, as well. So, Demicize his base.

Let me see what’s the delegation.

And it’s not it is, like, this whole GPT, it is pretty wonky even with the we’ll get into the Zapier integration as well. It’s not perfect, and there’s a lot of glitches right now. It doesn’t always work like it’s supposed to, identify the task. So now it’s going through. It’s telling me what the book is.

So the goal, we won’t we won’t cover all of this. But what essentially this is doing is is I would ask it to summarize the delegation process. Then at the end, I would ask it to help me plan the project asking clarifying questions.

Asking clarifying questions is important because then it it doesn’t assume anything. And then at the end, I would have it create a delegation worksheet that I can print and share with my team member. So that would be the ultimate process of of this. Now what I’m doing here, this would fill in all of this as we we get going. These are conversation starters, instructions.

This part right here is what it’s building out right now.

Let me see if it if there’s a specific so can I ask when you Sure?

When you develop in the this this part of the create, are you then using any of this prompt outside of if you’re not using Assistant API? Are you taking any of this work and putting in the configure section?

Yeah. It’s so what’ll happen is, delegation. It’ll update the configure when it’s done, the the whole point of this is asking me clarifying questions to to build the prompt in layers. And when it’s done, it’ll it’ll update the configure portion as well.

So it’s yeah. That so it’s asking me right now. Do you wanted to call a delegation assistant? I’ll put it yes.

And what’s gonna happen is There you go. You’re gonna see a lot of, messages in conversation.

Yeah. There’s tons of glitches.

You’re gonna see it update this from that, and then it’ll ask me for also if I wanna use the image. As well, but that’s what’s when it’s working properly. That’s what you’re gonna see. But that’s okay.

I’m gonna show you in the back end of the ones that I’ve created. So here’s here’s prompt buddy. I’ll go into prompt buddy. I’ll show you the configuration.

Here’s the the this is what if you use the the t p t tool, this is what it would create for you and this is these are this is the prompt basically it instructs. These are conversation starters that’ll it’ll create these for you, and they’ll populate here as well. And then, of course, you have your, your null base as well, which is interesting because it actually it looks like it’s not saving the the knowledge base like it was. Like I said, there’s a lot of glitches and to work with it as well. And then, of course, at this stage, depending on what you need, you would sort of set up your your web browsing, the the image, the code interpreter, and, of course, your actions as well.

Okay. I wish, but that’s essentially how it is when you’re you’re creating your GPT. You just tell it what you want it to do, and then it asks you questions in it’ll populate this entire section here for you.

Does anyone have any questions on that?

Can I just ask, so you mentioned about having a create a worksheet for you to delegate to your team members? So that would be in the action step.

No. No. That’ll be you don’t need, you can use a quote quote interpreter for that. Like, a lot of that stuff, it just it it does it out without you having to do anything.

Actions are, like, if you wanna include, Zapier. So she’ll give you an example, write a story and, hopefully, it works. So this is a a GPTI I created on write a story and post a word press. Okay?

So in configure right here, you’re gonna see that I’m using the Zapier integration, and I’ll show you how to do that in a second. And on this right here, I give it a a couple of, instructions that I wanted to do. Basically, I’m gonna post something. I want you to use ProMagitate solution, then I want you to take that post and I want you to posted to the WordPress blog.

So the action is really the the action you want it to take. What what actions do you want it to do? It can draw information, from different data sources. Like, maybe there’s an API, like a public API that you wanna draw, maybe the the current time zone in the part of the world or how hot it is in part of a world.

You can pull that information in from the API, or you can use actions via Zapier to to do something. So those are the main the the things in it. So we can try this right now and see if it works. It is set up, properly, but we can go into, I’ll paste this here.

I mean, we automated this. I’ll show you in a second. So I’m just showing the manual version, but we did automate this.

Quite a bit. So let’s pop this in.

Please write and publish to word press.

I spelled out wrong, but if it doesn’t mean it’s spelling, it doesn’t care. Like, it just it So it’s following the prompt right now. It’s gonna take this. It’s gonna it’s gonna it’s asking me to allow because it’s hooked up to Zapier.

This doesn’t always work. Yeah. See there. So stop working as APR. I have checked and configured for creating a post approval.

I need a bit more information so we’ll provide a specific So it’s doesn’t it’s a bit wonky that they’re, that they’re using right now. Sometimes you have to go in and just retest it, allow okay. So, hopefully, we’re good now.

Christine, while you’re on the work. Sure. So in the case where I was using my GBT, and then I did all this work.

Yep.

I think it’s worth calling out, and maybe it’s just how I did it. I did all this work didn’t copy it and then saved saved it thinking I’d save it as a chat as the history we tend to think.

Yeah.

It doesn’t. It doesn’t save all that No.

I I got burnt a few times.

Yeah. So it’s worth calling people at, like, if you do a lot of great work in it on the on the right side after you’ve configured. Save. Save it.

Save it. Yeah. Please reply. Continue Yeah. So it’s working now. It’s like, yeah, a hundred percent.

Like, I, it doesn’t save your history. Like, yeah, I’m so used to it. Right? Just in the side.

I happen to be so many times, and it’s not, especially when they’re getting into prompting, it’s a bit, it’s a bit wonky where all of a sudden, the open AI will decide to update everything that happened to me last night, or you’ll time out at the thirty. Right? Because you’re limited until they offer those plans. So you have to be very you have to be careful. It doesn’t save anything. So this is taking that what I what I just posted.

It’s gonna write it as problem match date solution, and it’s gonna post it to my WordPress blog. It does take and is using Zapier integration. And I’ll show you how to set that up in a second. It’s very simple. You just need a Zapier account and piece of code.

The problem is you can see how you’re clicking a lot of stuff. You still have to allow, allow, allow. It’s not as automated as as I would like, and that’s why we’re it’s better to use the assistance API. You can use a you do it a lot quicker. So now it’s talking as APR seems as an error course.

To try again adjustments, please. Yes. It will work itself itself out, in the end. It does work. So here’s a couple of examples.

On that. Let me go on here.

Hey, are you just straight, but you’re not doing any work on refining. You put it into WordPress, and then you do the work in there.

No. I’m just showing I’m just showing the automation Like, here, you can see these are the ones that it did post into, WordPress. You can get it to work. So it took it took that chat. So you can see it started. It may do it now, but it took it took all of these this content, and then I uploaded the photos like this, and I went in and said, and I took these photos, and I pasted them and then I said, and then I asked it to write the story and then post those, post that to WordPress using Zapier, and it does it’s not perfect because they’re just they’re trying to figure stuff out, but it does work.

Eventually. And this this is the end product that I came up with. This this part was automated through Zapier.

So it took this form thread here k, took that, wrote it as problem match day solution. And then the only problem is you can’t scrape the images. It won’t let you do that. You can save it you can ask it to turn this page into a PDF and then, pull the images from that PDF. That’s a bit of a workaround, but then I find, like, after too many instructions with GPTs, it just doesn’t understand. It just doesn’t work as well as you want it to. Right?

But that’s an example of automation that you can you can make it work. That’s a very basic, level of automation that you can do if you really wanted to. You could I I really don’t know how practical it is right now for GPT’s scale it. I don’t I just don’t see it. I don’t see how that’s beneficial, but it is there with Zapier.

Zapier is the first one out. To set up, use APier. It’s really simple. Just go to explore, and then you can click on create your custom GPT under configuration here.

You just wanna go down to Zapier. Click on, you have to have your Zapier account, of course. And, you’ll go in and under the actions is import from URL. Now you import from URL and this is gonna obviously use the Zapier.

Then you I find as well if you’re gonna use AP or just double check and make sure to test it because it just it’s a bit wonky right now. The other option as well is to use your own. Now this is the part I was talking about where you do need a developer. The there’s this is I have no idea how to Python or, like, JSON.

I I’ve worked with developers so they can handle this stuff. But this is an example of a script that that pulls in, the weather data from an API. And then you can use that as a data source or a knowledge base for your, for your GPT. So there is some level of coding, if you don’t use Zapier, unfortunately.

It’s either Zapier, your custom, you’d have to work with a developer, or you have your your knowledge base. Those are pretty much your options.

Any questions on that?

I have the use case that I would love to ask, but, you know, if there’s other questions in the room, Yeah.

Anyone jump in as well. I’m gonna I’m gonna I wanna go through the, how we’re using it, like, how we use it just to sell a productized service because I think the real value so what’s gonna happen is, like, when GPTs launch, they’re gonna be flooded with all of these free APIs. Right? The quick wins, everyone’s gonna flood it.

Businesses are gonna try. They’re gonna realize outside of these, like, your your basic integration, they’re gonna need in Zapier and whatnot. They’re gonna need to work with a developer, and that’s really where it’s headed. But even then you’re limited, and and I noticed that open AI has done this intentionally.

So if you really wanna get into this AI automation and whatnot, learn the playground, and work find a really good developer, who knows Python and API and work with them and really use the fine tuning and this to really customize stuff. So having said that, this is really how we’re we’re using, GPT. So we have a service.

We were launching a service called, profitable case studies. So what I did was to to start that is we we went and show you the assistance.

So we created, different assistance using the API.

Now we got into a bit more, more detailed prompting. It took us a a while to get to this. And we also uploaded a a pretty large data set. Okay.

So the the goal of this prompt here is our our product high service is success stories that sell. So what we do is we go to forms like this and we we turn these because, a lot of our clients are b to c. We turn these into a compelling success story using proven copywriting frameworks. Now the the database that we use is this database here.

We have the let me go in here. Oh, it’s prompting.

Case studies.

So the database we use is a few things. We we use this book called, marketing with case studies. It’s by Jeffrey Long and Blie. I don’t know if you know Robert Blie, but legend in the direct response world, one of one of the best all time.

This book goes into detail on how to write effective case study covers everything a to z, and we use this as a knowledge base to train our specialized bot in writing case studies. Then we found a bunch of, I don’t know if you’ve heard of nerd fitness, but nerd fitness has, great content that they put out. So I created all these pdfs of emails that I’ve collected blog posts, that I liked and I trained the bot to use that writing style when it writes the success stories. Okay? So that’s the knowledge base that I’m using, and that’s what you see right here. These are the files. Okay?

I don’t use the function. I we use the functions, but I’ll I’ll explain it in a second, on how, but we don’t we don’t use it quite like that. So this is what we use to to craft the, success story. The there’s two ways that we can do it. We did create a GPT for the GPT that we use is, which one is it right here?

And it does work. It’s not as effective as the, the other one, but it does work, as well. We just pasted the assistance API into the instructions and then of course you can notice the knowledge base as well. We included the the the the same knowledge base.

You can, if you’re using the assistance API, add more of a knowledge base, and there’s also something called, I’m not a developer, but my team are there I guess there’s a way that you can take all of this and you can condense it. And make it easier to read and then you can expand your knowledge base. I forget what it’s it’s encoding or something. When it was they’re doing that, they’re gonna do a soap on it.

To to help us, if if that’s something you wanna you wanna get into. But, essentially, we take this this is our, assistance API.

The great thing about this is when you go into here not only do we have this trained on writing, a success story, but we’ve also hooked up this as our AI bot. Okay. So what this is doing is it’s not only gonna find a success story post, I can paste this into it. It’s going to write a success story.

Okay? It’s not only going to write a success story, but it’s going to write a an email plus it’s also gonna write the social media post and then it’s gonna upload those to the WordPress site and then it’s also gonna print a PDF that I can share with the client and get approval for it. You we tried that with the GPT. It doesn’t quite work.

It does work with the open AI, the assistant it does take the only problem is it does take a little bit of, I can start it now and see if it goes through, but it does take a little bit of time.

To work through it. So the final deliverable, just to to let everyone know, this is what it it produces in the end. It’s an email draft.

Here’s the Google doc. It starts with the, the success story. Here’s the original blog post.

Here’s the original post. It takes this. It writes it as the it uses the same, framework that Bob Bla uses, the struggle, the decision, the journey, the transformation, then it uses the same, voice and tone that I like from nerd fitness. And then it writes social media posts that I can use to promote that blog post and then it also writes an email that I can use promoting that blog post that I can send to my list with the ultimate goal of driving traffic to that that page to the course generate leads.

We want to, at some point, the next step is to take these and use the functions in the open AI is we’ll we’ll take these and we’ll actually create, posts using the API and and we’ll try to post them. That’s not gonna be right away, but that’s the ultimate goal. Now we’re also using this as well. This, what’s cool is not only are we using this to create content, and you can see how it takes a while. It does it does take a little while to run, but we’re using the same data as I showed you before, is to create a chat bot. Success story expert. So what’s cool is that this is pulling its information from this.

So what I can do is I can train this ongoing. Like, this is kinda like the engine from my chat bot where it’s getting its information from. And then it’ll feed this as well. So if I ask it, it’ll ask me about the success stories.

Hi. Looking to create a success story. If I said yes, it’ll go through the process and it’ll ask me for my information, my email, and whatnot. If I ask, can you tell me your process?

This isn’t finalized by the way, but you can sort of put it in action. Tell me your process. It’s going to look at the knowledge base and the knowledge base in this case, of course, is the the marketing with case studies. Okay? And it’s gonna explain that process to me. So that’s really how we’re customizing it.

To solve a specific, problem.

Now, it’ll get they’ll take a good it’s slow to to, to work sometimes. Now the ultimate goal is gonna ask me for my email and phone number, then it’s gonna put the lead inside of our sales CRM and of course that’s when our sales team can sort of take over.

And then, of course, the, like I said, this the productized service we’re launching is gonna be, we’re working. This is the page that they’re putting up right now. Oh, there you go. So it talks about here’s the process that we do. We identify the hero. I’d love to create a process.

Here we go, and then it asks me, hey, can I grab your email? You know, if I give him my email and I’ve trained the prompt to ask for that, like, to get the email to put it in the CRM so then I can nurture it as well. And that’s all in the you can see if you if you go through, you’ll see the different.

This is where we request the form link ask for the email, the different types of deliverables I wanted to create, you wouldn’t be able to do this level in the GPT. You you’d need to use the playground to get to this level.

Just a heads up. So here you can put, you can see how it took the that information, and it it wrote the success story. It did do everything.

Here, and then you can you can ask it to create a PDF, for, I can I can email right, for approval, whatever? And so it’ll take that and it’ll create a PDF, and then you can download the PDF, and and you can share it with line if you want. It’ll use code interpreter. I don’t have to create a prompt for that because, obviously, it, it’s just using sort of what what comes with it.

Right? Your your Dale and quote interpreter and whatnot. So that’s a very sort of that’s the big idea on how we’re using it. Like, personally, just a recap I’m using GPTs to really help with my day to day work stuff.

The, which I think is important for me anyways, like on effective delegation, creating summaries, I you I mean, you can use it if you want to to automate a lot of the process with Zapier. It’s it’s wonky. It’s not completely automated because you have to authorize stuff and you have click allow.

So I’m using this really as the, like, create prompts, you know, write your summarize books for me.

This is great where if you wanna learn something, like, if just find a topic on Amazon that or find a course and you can export that course and use that as your knowledge base, right? You can use that with Joanne as she has a great ebook on So you could create a custom GPS that specializes in cross heads and it’s pulling from her custom knowledge. So there’s so much you can do with it. I’m like, something that came out is called the black web where people are saying that that basically all the information out there now is is non human. Because it’s automated by bots right now and and everything out there is just AI generated that it’s not real. There’s this whole like it’s it’s kinda It’s a it’s a mind when you when you think about it, but that’s how I use it. And then for the the big picture stuff, the automation, I use the open APIs.

And, with that, we can get into some pretty advanced automation, and that’s where you can get into the, really, the, to, the package and sell your product type services, everything from creating your wireframe to acting as a leadbot agent, which sends the leads in, to writing and acting the stories, basically anything you can think of. Now to create your own bots and whatnot, we did we don’t have time to walk through the process, but we did do a video for you and a soap as well on the exact process and steps that you need to follow. The only thing you’ll need to do and just message me if you need with it is you do need to create an open AI, API.

Okay? And there’s different, you get them under here. You just need to create an API key. And from that, you insert it, and that’s how you can use all the the, the assistance API and ways.

And if you need help setting this up, I can I can give you some, some tips as well? I do have our developers working on a few things that we’re gonna try some templates for everybody that you can use sort of plug and play, especially the functions and then we’ll be sharing those with the the community as well. And I’ll share this, with everyone as well. If you wanna create your own bot, to show you exactly how to do it.

Does anyone have any questions that I can answer? We can open up that now.

Hey, Monique here.

I was wondering, can we do it over the shoulder exercise, like, where we take the SOPs and kinda do a a working session with each other because Absolutely.

I would love. Like, I this is so much great information, but I’ll tell you, like, even playing with GPT. I don’t know how many people have actually built any GPTs.

Yeah. This is so much great information. I I am going, oh my god. How do I even start it on the assistant API side? Cause that’s something I haven’t done. So I’d love to just, like, start as if we’re ground zero together and ask questions and build something where we kinda come in with a plan because that, like, I would love to do a voice a customer.

GPT where I could just figure out a way to pull in tons of, you know, Kaptara, g two summaries We done that as well.

I’ll show you the, so we did figure that out as well. I’m showing if it’s on here. Where is it?

Yeah. It’s under we actually did that. I’ll share it with you as well. So we had it.

We uploaded the, the voice of customer, and we looked it for patterns. I don’t know if they did an open AI one. Which one isn’t here? Oh, it’s VOC.

Yeah. It’s the VOC research.

So they analyze We had different words that we wanted to. So there’s there’s patterns. So if if someone is looking for a solution, they’re gonna type things on forms. Like, I want to. And then usually it’s followed by, like, a so that phrase. So I wanna do x so that. That’s, like, the outcome they wanna achieve.

So we analyzed all of those patterns, like, for sticky copy, and then we asked AI to look for these patterns and all of the the survey data we have from patients or customers. And then from that create in table format or identify these keyword phrases and just by identifying keyword phrases, it’s gonna be good sticky copy that you can weave together as well. Right? So you can get something cool.

Like, I’m tired of this, and I just want this so that, and you can apply some formulas. So that was the trick, for that. We did solve that. You can see here, and I’ll share this with everybody as well.

That’s so cool. Yeah. Because even just like an example of sorry. One last push on this, like, even pulling down, a whole bunch of, you know, reviews as a process.

You know, in a way that’s, you know, he has a PDF and how to do that off of websites. That even that, I haven’t figured out, like, do I do his PDF or copy and paste copy when one by one, but that’s my question.

And then, I would love it.

Yeah.

We can do it over the shoulder.

Yeah. Like, let’s do, like, something where we can so an example is, you could so we have a thank you page. I’ll show you what we’re we’re doing right now. The this is what we’re gonna set up.

So this is this is the same client I’m showing you right now. So another way another we’re gonna do and I’m gonna make money from this. I’m just gonna upsell all this stuff. Right?

So here’s the the the the board. Let me go into the website and I’ll show you how we’re gonna use it on this do do do we may okay. I’m gonna go in and, this is I’m just showing you how to think, like, how you can incorporate AI is exactly what we talked about. So let’s let’s use it for lead gen.

Okay. So we we collect, basic information, and then we have people complete a hair loss history form. And on this, basically, it’s a persona. It’s understanding your the problem, the outcome they want, the hesitations, concerns, and what we’re doing is we collect all this information, submit it, and this goes to a CSV file.

What we’re gonna be doing, and I’ll show you the CSV file right here.

What we’re gonna ask AI to do is analyze the the data, okay, and from that, here’s the hair loss history form. So this is an example of the data that we collected So the prompt I just showed you will analyze this data. These are all the responses of, like, five thousand responses. And from that, it’s gonna look at the retractor.

So it’s gonna look at the the the survey response with the most amount of data. And then it’s gonna take cost it’s gonna create customized personas based around all of these. It’s gonna look for these patterns and trends, create a persona upload it to the CRM. So when the salesperson meets with the person, they just need to print out that persona which is based off exactly what the the patient said at this stage in the journey.

So now they literally have something that they can sit down and know exactly with the outcome they wanna achieve, the problems they wanna solve frequently asked questions, the the what why are they hesitating the buy?

You can see that was pretty powerful, right? So that’s that’s when we were going to look into automating it.

But yeah, we can do we did solve this. It actually works quite well where we can use this data and we can use those we can compile a pretty cool report. Our ultimate goal is to create, personas from it. And then also yep.

This is maybe, like, super basic, but, like, I’ve been so when I have points of customer surveys, that look, you know, slimmers that form. I have been copy pasting those responses into chat to BT and giving it prompts around, like, know, identifying the most common themes in terms of desired benefits or or pain points they want solved. So just in terms of, like, using this for the purposes of us writing coffee, is there a big difference between chain training at GPTS versus using chat GPT Where you’ve given it a similar prompt?

Well, yeah. Like, the the advantage is that it finds like and I’ll share this with you, but we there’s patterns and there’s there’s trends. It works quite well. It’s like it’s looking for one.

It’s automated, but it’s just like an ongoing thing. Right? You’re always it’s you’re you’re using sort of this. Well, what we’re gonna do is we’re gonna use this to constantly collect the data, analyze the data, then it’s gonna look for patterns.

It’ll start isolating, like, the it’ll look for trends. Like, it’ll look for this is the most common problem this is the most, this is the the the most frequently asked outcome. And then we can go a step further. We can use it to create personas for advertising, for Facebook.

We’re using that for Google ads right now, where we’re using this data to really come up with, we’re we’re saving a lot of money. Right? We’re using it for targeting. Does that answer your question?

Like, how So so I guess that’s through the integrations of this and, like, so you’ve got it integrated with the form and you’ve got it integrated with the, like, that looked like the letter from ten x landing pages that you have in there for the for the, trends.

Right?

The, which one?

The for In the instructions where you had no back in there?

No. No. Beer. No. No. This is what okay. So this and I’ll share this. I’m gonna share all this with you.

So this is asking AI. So okay. So from this so okay. So here, I I see I see what you’re saying.

Okay. So this data right here is not only useful for identifying, you know, how how this problem makes them feel, you know, problem agitate solution.

Solutions they’ve tried and they’re not happy for. The specific outcome they want, including the specific problem they want, plus any fears or objections for moving forward, that’s your basic stuff and that’s really good to know. Right? That’s awesome.

But the real gold is this. Right? There’s phrases in here that you can use, like, think your your VOC mining. So one example phrase is tired of.

Okay. So I know that when when I tired of that there’s gonna be some things you see here, and it’s it there always is. It’s like I shaved my head for a few years I’m just so tired of, like, this x y z, and there’s patterns like that throughout your VOC. So that’s where we use AI to to figure out, similar words that that talk about an agitate or pain point.

There’s there’s worried about tired of. There’s hundreds of them. Right? And that’s where we use AI to, to really identify those sticky words and then put them into a table format, and then we use them for VOC.

Research or for our our copy is sort of like, that’s the way we approach it. And then we also use this to create custom personas, right, based off, well, we do we haven’t done it yet, but we will. Like, each of these is a is a persona that it’s gonna create for the salesperson that they can print through the CRM.

Right? And then also this is gonna help me identify, like, long term trends. Like, so that is another one.

Another one is I just want. Right? I just want. There’s tons of them. And, like, this is sticky copy.

Those are the words you need to look for. It’s like, I would like a full head of hair. There’s another one I would like. Simply put, I just want my normal life back.

Come on. There there you go.

There’s just this is, there’s Johnson here.

That’s so cool.

That’s so so cool. Where did you find well, like, where did you figure out that those phrases were, like ways to identify sticky BSC copy?

Data. You need to hold. So we have like and I’m gonna share this with everybody. Okay? So we have fifty thousand responses, like, over time.

This goes back to the the original training with Joanna. Like, we’ve been collecting this data for a while, and it just it just you need the data to to analyze it. Right? And then have AI look for those patterns. I’m trying to find we they we actually did it. I forget what what I what I called them.

But, yeah, I’m gonna paste it all and it it it broke down. There’s different, there’s different phrases like that that identify problems, agitation, outcomes, dream states, even frequently asked questions. Right? There’s different there’s different strings or patterns that you can look for, and then you’re just trading the AI to look for those patterns.

That’s the way you get You identify those patterns, but by looking through massive quantities of data, part of me?

You identified those patterns by looking through the data?

You got it. This you need the data to to Exactly. I just did what you did. Right? But I obviously used AI. We used to do this with, I’ll show you the old days before AI. So here’s Here’s a form.

The this is what we used to do. This is how I used to use write copy. I’ll show you my and we just sort of automated this.

So here’s, hair transplant network. Like, I’ll well, you can do the hair transplant network.

Same concept. This is like manual though. So here’s the this is how we used to do it. So you go here.

On your form. Let me find a form. Scan, form.

Bago. So here’s the form, and what we used to do is site operators, right, and, we would go site And then this is telling Google to to search the entire form, and then we would use, and quote, we’d have it to return. We actually create custom search engines for this. And then What it does is it looks through the form and it looks for any mention of tired of.

Right? And this is you can do the same thing, tired of, then dude just wants and then do so that. So now it’s gonna look for these patterns and then we would use this to rate our spit draft. Right?

I just wanna know if anyone advice. I’m I’m so tired of stressing about so that and you can and then we would take all of this and, I’ll show you the search operators.

And we would use this to, to create a home page So here’s the here’s an example. This is old school. This is like before AI. So here’s the homepage that we were doing.

So you can see all the operators This is you’ll recognize this voice of customer. These are different operators we would use, afraid, tired of so that embarrassed failed. I just want And from that, you’d get some pretty cool stuff. Right?

I wanna bring my my confidence, feel like myself again. So we just they used AI to to figure all this stuff out. And there is the it’s just math. Right?

It there’s patterns everywhere from stages of awareness to to your vox, all that stuff. Does that answer your question?

How do you identify those strengths of that that would give you VIC? Like, was is that just experience?

You have a, like It’s experience.

Yeah. It’s experience, but then it’s building on it. Like, once you have a good base, like, you know, you know embarrassed is is failed. Like, you just you build on them over time.

I’ll give you the the base that I’ll share with you guys is a good foundation that you can start with. And it’ll, and you can probably build on your own. Right? There’s I did ask, yeah, I was trying to find the thread to expand on it and it did.

Some of it was relevant. Some of it wasn’t.

But but this is sort of where it came from. Right? And then we would use this to did you recognize this Joe as one reader?

Here’s the the data here you know, the product. And then there’s this how we would use all this, to to create a spit draft. Right? This is based off VOC data.

This is how we would do it before. Now this is automated. Right? What’s the outcome?

Okay. Well, I just it’s so bad. And so that is gonna tell me the outcome they want. And then we just analyze it.

And then we have ideal four statements.

You know, ideal form anyone. And we all we got all this stuff from this from the thing, right, including our promise, all that good stuff.

So, like, review my name, Is that something that a GPT could do, or is that something we need to look at the assistant API for?

You want assistance API. It’s all it’s all data. Like, you can get you assistance API, especially a large data set, but you need to get the data from the forms. Right? You and you need a lot of it. Like, we we’re lucky because we we have a massive data set, like thousands and thousands and thousands.

Right? So we but it’s all data. Data has everything. Right? And it just it’s looking for those patterns.

But that’s how you find sticky copy. You look that’s that’s the right way to do it. And then also once you do that as well, then you can you can AI is spot on because then you ask it to also, you know, show me the copy where that you found on it, and it’ll it’ll include that in table format as well.

Okay. Could you could you use a GPT to, like, grape g two reviews, or is that, again, like, something that an assist?

I tried it, man. Like, yeah, I tried it. Like, it’s it’s not you get blocked. Right? There I can usually get away with it once and then it just blocks it. You can use Bing for your GPT, and you sometimes you can get away with it, but then it you get blocked.

Alright.

So that that’s exactly what I was gonna share. What I’ve done is maybe this is helpful and maybe there’s a add ons. If you’re gonna use GPT or Kaptara, What I’ve done is I’ve gone to the site and I’ve said, okay. I wanna have, you know, and click on those who are maybe a one star. And then those reviews come up.

And, you’re able then to save it as a read as, like, a, you know, so it brings it brings it, and you can save it as a PDF.

Do you understand what I’m saying?

So you can use you can create some PDFs based on, and and I was that’s where I was wondering, Shane, if you could do that. So if you go to g two and you’re like, I wanna a competitor set. I wanna see those who are unhappy. Those are the one stars. You can do, click on the Chrome extension that is read as plain text then you can save that plain text as copy in, or you can do as a PDF.

And then you can do those as unhappy reviews, and then you can do five star reviews You can you don’t you won’t get all of the reviews, obviously. That’s a lot of, you know, saving as PDFs.

But it’s an option that I’ve been doing.

Is that clear?

Because I’ve I’ve been trying to You can scrape it too.

Like, just pay someone to scrape That’s what I would do. Like, we if we needed to. Right? It’s pretty easy to do.

I’ve I’ve even seen other people someone guy, instead of PDFs, he was taking screenshots of, like, full Amazon reviews pages, Another one was turning the Amazon review page into HTML code, and then telling chatty to look at these elements, which is where, basically, the text of the review is, and then basically extract it in as, like, with mean review format, I tried that as well.

Yeah. It’s smart. It’s smart to do it. I found the the Amazon got smart with it though. They put the pagination. Right?

Yeah. I I tried. So I created a booklet to, like, to figure out all the paginations and then print it, and then they get and then they blocked me.

You can go to fiverr though and spend, like, honestly, you can go to fiverr at least twenty bucks and they’ll scrape as much as you want.

I did that for, we’re launching WP total care, and I did that for, what is it called? The reviews. Like, I I I did do that, and it went to, and they scraped all the data that I need, and I’m using that data set. So here’s the reviews, that they scraped for me.

And so what I’ll do is now I have this data set on competitors. So they they did trustpilot, they did Facebook, they did developer. Now I have this data. I’ll I’ll turn this into a PDF, and then I’ll use this strategy I just showed you to analyze, outcomes, and I’ll create personas from this.

Yeah. I cool. That’s so cool.

Yeah. And I can shout, like, if we maybe we should do another and and that’s sort of I know we’re almost at what we are at a time, but, like, the Is that something people wanna see? Like, we can do you wanna do over the shoulder, tutorials on this stuff? Absolutely. Like, if if that’s what you know.

Yeah. That’d be awesome.

Yeah. We’re super interested in learning how to use the playground, especially.

Yeah.

Okay. Playground is is the way, like, if you wanna get into, like, and Joe, like, we’re gonna do some cool stuff with with it, but if you wanna get into true, like, or use it to us full, like, you gotta get you have to use the playground. The the GPT is just too basic. Not gonna work.

And and and you’re you’re using credits, right, because I tried, and I think the maximum that it allowed me to put was, like, fifty dollars or something.

No. No. It’s it’s levels. Yeah. The more you get. Yeah. Yeah. Here’s more. So you can see I looked I looked I wanted it to know worried about was anxiety.

This is where we wanted to know about different and FAQs as well. So we wanted to know if you wanna ask questions and then guess what we’re doing with that. Is we’re gonna create an FAQ page on the site that addresses each each question. Right? So that’s how we’re kinda using all this data.

But, yeah, to answer your question, it’s under your API key, there’s different levels that as you the more you use it and they trust you, then they’ll they’ll extend it.

Yeah. And how much, like, let’s say that I want to build a bot on my website to taking leads?

Here you go.

How much would you spend?

Not much. Like, in November first, the thirtieth, I’ve spent thirty nine. Like Yeah.

It’s really inexpensive. Yeah. One of the things I I would share with individuals. If you buy, there’s called it’s called TeamAI or t on appsumo team GBT.

Oh, I have that one. Yes. Right here. This is what it is. I’ll show you.

Yeah. So you you start, what I would offer is that you you open your because you have to be billed or a full month than you have to be using. So I almost use it in conjunction with GBT, chat GBT, because then pulling your API. They’re seeing you using it. You’re building up your levels because we’re prior to that. Yeah.

Alright. What is it?

Yeah. This is my team. Like, it’s not their you get a bit of a heart attack when everyone starts using it.

You’re like Yeah.

But it but thank think Heaven’s like the it’s they lowered the price for the four turbo. So it’s like, oh, man. Thank you. I guys almost have a heart attack. It’s just it gets my it’s expensive. But, yeah, I love it. I love I love TeamT.

It’s a little bit brown.

It’s super inexpensive.

It’s Is this still on appsumo right now?

Yeah. It is.

It is a okay.

Yeah. So what it what it is is it’s working like chat GBT at a fraction of the cost, and you’re also I have both, but you’re then using team GBT pulling an API. So you’re setting up an account and you’re building up your, usage with OpenAI so that you’re getting into higher levels.

Oh, I didn’t know that. That’s smart.

Yeah. That’s really smart. Yeah. That’s why that’s why I recommend people to who don’t because it takes a while, like, a billing period, at least, and then you have to be using. So this is where you’re building up your your, yeah, your levels in open AI.

And it it’s so we got this because it was instead of paying twenty bucks for each person, this is so much cheaper because we can it’s unlimited chat. Right? We use this Yeah.

For a bit.

Yeah, it’s a good find. This was really good find.

Yeah. Yeah. So I recommend this.

And both. Like, you you’ll eventually could just go to this, but there’s I don’t know about you. I found there’s some glitches sometimes. I was using originally something else from Absumo, but then I went to Team GBT. It’s way more stable.

Yeah. Okay. I’ve yeah. I’ve I there’s the only one I’ve I I haven’t tried anything else, so It’s I do find that there is there is a difference.

I find I can use the same prompts on this and there is a difference between the two. I don’t know why Yeah. Yeah. But there is, yeah, there’s a bit of a difference.

Yeah. The developers use now. We on this, like, we have a we agencies white label are are WordPress. So we have bunch full time developers for WordPress, so they’re they’re in love with this stuff. It’s just the way the industry is going right now is insane.

Yeah. And there may be people in the call who don’t even have the open, AI, you know, set up.

Yeah. Does does anyone have the I guess for the next meeting that we have, like, if you wanna just put in the message, like, what we wanna cover, we can do over the shoulder, shoulder tutorials. We do have there’s some stuff I can’t, like, I’m not a developer, but we do have developers, on hand, that if you, you wanna try something, then you know, I’m I’m happy to to help with that as well. Like, we can come off some cool stuff probably.

But, yeah, it’s, whatever, if we wanna talk about using VOC and using the data to create avatars, we’re we’re trying to create a tool right now that does that. It takes all of this data and then it it populates, it creates custom avatars that you can print and sell. So we wanna launch it on appsumo. Our goal with it anyway.

That’s good.

That’s so cool.

We’ll see how it goes.

I think we can build the that that helps with the research. Stage of copy copy writing is gonna be, a smash hit.

Oh, yeah. This is old school, man. Like, this this right here was, like, these are so our average conversion rate, we do Google ads. Our average conversion rate with Joe’s process is around thirty percent minimum.

And we just a heads up, don’t use landing pages for Google ads. Use microsites. Use microsites that target the stages of awareness and then set up dynamic campaigns. But if you use the the VOC data from that, you’re gonna kill it.

Like, it’s it’s it’s a gold mine.

And then we I would love just that alone going from using the that to turning as into gold. Like, that whole process just that beginning Oh, yeah.

Look, think about that. Imagine the juicy, like, ads that you can make from this. Right? It’s like everything.

It tells you these, the operators and all that stuff. You got your landing page. You have your your copy, the ads, and the dynamic, like, you can insert the it’s AI based, but you still have the tired of in what? It just mix mixes it up.

Right? You have your FAQs, different stages of awareness. You have all that jazz.

Did you say you were getting thirty percent CTR?

Oh, yeah. Minimum, man. We don’t, I don’t play, yeah, I don’t, we don’t play games with that.

What’s the, what’s the average?

Like, what’s the standard, like, three to five?

Really? Sure.

We don’t we have clients, like, for we do Google ads with our client. Like, we have when I say clients, like, we have some clients that, but I’ve never lost them. Like, we do I’ll just show you quickly. I you got me like talking. I love this stuff.

So what we do for Google ads is, is I don’t know if anyone the calculators he was on this. I don’t know if anyone’s done, ROI connector.

Calculator, miscalculator.

But, yeah, we do, is does anyone do, you have to find it? Does anyone know attribution at all? Or does anyone use attribution for Google Ads? Is that we can we can cover that if if you guys want or not.

But, essentially, it’s the, you know, how everything is data driven right now, and, everyone’s saying to use, like, data driven attribution. The moral of the story is don’t because in, in the the b to c space or service base space, you can have a campaign that’s optimized for say like your cost per lead, but sorry, cost per acquisition, but in our space, it’s actually cost per lead. So it can be sending you AI based tons of crappy leads that aren’t converting. You wanna go a layer deeper and you wanna focus on your cost per acquisition, right, based off CRM data, taking into account your gross margin.

And that’s what you should be optimizing your campaigns around. And then the beauty of that is is once you get to that level, then AI is is optimizing your campaigns off of actual sales and not just revenue, but actual ROI taking into account gross margins. So you can say how powerful that is. That’s that’s the right way to do it.

And that’s why we get such high conversion rates because we start with proven principles over time. We optimize around a profit not leads. That’s that’s the distinction. I can do a separate seminar on that if you guys, if you like that.

I would love to I would love to hear that.

Yeah. We have a couple of key clients that we’ve just because we make them money. Right? I wish I could show you that calculator.

It’s just we but agencies shy away from that because you don’t the the I think the average lifespan is, like, four months with a client. Like, we never lost a client. It’s not that we’re super awesome. It’s just we make the money.

And we show ROI taking into account gross margin. That’s literally the conversation that we have and their eyes open up. And if you ask anyone in in in service business or or or service based, ask them, like, how do you know what’s working?

They don’t know. Well, I’m getting lots of leads, but are those leads converting? Yeah. Yeah. We got a couple of sales prove it.

Well, what’s can you link lifetime value to the original source? And they’re like, yeah. Yeah. Even if they can do that, they don’t take into account their their cost of goods. Like, that’s just it’s insane the how people are approaching this. But once you educate them, they’re they’re not going anywhere, and then you just you use the data to sell it.

Yeah. So I know we’re going over. Does anyone have any other questions that I can answer? Or, for the next I have we’ll have one on December sixth again, is there a topic that people wanna go over for that one?

I will probably go with the playground if it was me, just like learning how to use it as a prompted maybe connected to APIs.

What a bit specific problems?

Like, using VOC data to discover sticky key words and sort of, like, the Yeah.

Yeah. Like, if you could use, like, a Yeah.

That’ll be perfect.

Like, a used case, and we can go through that.

Sure.

I mean, if we if we could interchange, like, a GBT where it’s, like, the whole model behind p a s and emails and crafting and, like, the integration of, you know, using the Vock voice of mail and then taking that summary to connect to create initial emails and sequencing around the frameworks. That would be incredible.

Yeah. You can do, you can do the, what is it called?

You can email, but that’s a great example as well. So you can use Zapier. We tried it, but it’s so wonky. And the problem is you can’t, like, say you did the GPTs, you’re always clicking allow, allow, allow, allow, like, what’s the point of automation then. Right? It’s not true automation. To get them to true automation, you need this.

This is always allowed not not work?

Pardon me?

There’s always allowed not work?

It it’s yeah. But you’re always clicking every it’s like Google has it. Right? This is the limitation. You always have to it works sometimes. It doesn’t work always, but you’re just there clicking buttons.

If you you can get a little more advanced if you wanted to get into the, but then you need to work with a developer. You can go to this level here where you have your actions This will you can use this to send an email. This API, the way I showed you to do it, you can do that through this. You need to you just need to get your Zapier integration, and you can see here you’re gonna click on actions, and you can see the actions that I’ve created.

So I’ve tested this stuff. These are the actions. So I I find an event in the calendar every morning I do my my brain dump, it looks at my calendar and then it looks for a ninety minute slot that I can work, and then it tells me, create a post is what I just showed you. So there’s different ones that you can do email, you can do a bunch of stuff, and it’s handled through this.

It’s just not like I showed you, you just have to click every time authorized. You can use the custom GPS for this, but you have to work with the developer. We do have developers on hand, like if there’s something as a group that we wanna do, then let me know. And I can I can have my team do it for us?

But this is you gotta know Pat, Python. I don’t know this stuff. Like, I’ve been, like, I don’t even understand it, but they do. What this does say?

Yep.

Have you ever tried using ChatGPT to actually write that code for you?

Yeah. Good luck. It’s a I I tried it, man. It’s not as simple because you have to have yeah.

I tried that. I’m like, oh, I know a quick workaround. I can do this. And like, yeah.

Not. So the this right here, you have to have a separate, you need to install Python on your computer to get this to run and then that’s what will will create that. I’m probably botching it, but then that creates the the the data which it draws from. So I wish.

Yeah. You can do this with open AI. There’s a lot of free uh-uh APIs that you can that you can Google and you can do some pretty cool stuff But this is what’s gonna get flooded. Right?

These are all free APIs. Like, you know, public transit is one you’re gonna see flooded. Right? Like, Ottawa bus, API.

Right? A lot of cities have this for developers. These are free. So you’re gonna see a lot of these GPTs come out where it’s like, hey, you know, check your schedule, all this stuff.

This is gonna this way you’re gonna see is flooded. These are the quick wins that everyone’s gonna take down quick. And then after that, you’re gonna get into your custom those will be used up pretty quick, then you’re gonna get into your custom APIs. Then you’re then that’s gonna be used up the specialization, then you’re gonna get into actions.

Right? But now you see what’s happening. Right? You’re into this the you’re into this stuff.

You need a developer, a hundred percent.

Because that that they say it’s for it’s not. No code. It’s not true. Not even close.

I wonder how complex the card is.

The what is the code? I it’s pretty it’s a I work with, one of our developers contributes to the word press core. And he’s he’s, like, this is in his Python and he’s, like, he’s challenged with it. He messaged me this morning, so this is pretty challenging.

Which is good, but it’s pretty it’s not as easy as they’re making it seem.

Interesting. Yeah.

It’s not, like, you do need to know some color some coding. At what level? I don’t know because I’m not a developer, but you need you need some coding. I’ve tried. I’m not a developer. I’m I’m pretty good at, like, figuring stuff out and, like, looking for hacks and I couldn’t do it. I spent, like, a whole weekend trying to figure this out.

It didn’t work.

Hey, were you were you okay with sharing any of, like, the VOC GBT that you built?

Yeah. Of course. I’ll share everything with I’m I’m gonna share let me know what you want. I’m gonna share the, the GPT.

I’ll share the, the data, the trends, me put everything together. We already did some videos as well. Like, if you if anyone wants to build your own bot, you can follow this and build your own bot. It’s gonna be it’s it’s not as difficult as, I think with it.

But of course, I’ll share all of it. Yeah. Absolutely.

Amazing.

Yeah. This is really cool. I’m a bit Drinking from the fire hose in a really good way, but I was so excited. You have my mind going.

I know that’s that’s the problem. You’re like, this so, like, you don’t know. When I was doing this seminar as a the this info session is, like, it was going one way. I had to redo the whole thing because it’s, like, changed overnight and all these new features. I’m, like, oh my gosh. Like, this is but you’re just there’s so many things you can do with this. It’s like a kid in a candy store.

I don’t know where the industry’s going. I really don’t.

What’s gonna happen to those, services that are built into chat activities API already.

All the plugins.

Yeah. Like, like, yeah, what are what are, like, there are there are services out there that I mean, came up a month ago.

I wonder how they’re gonna be affected by this because They’re gone.

That’s that’s where they thought that’s how everyone thought it was going, was plugins. Right? And then, and then out of nowhere, they came in with these GPTs, but you can see their business model, GPT’s Assistant API, that both different audiences, different purposes, and you can see what they’re geared towards. And they’re they’re getting it. So there’s a there’s a lot of we can make a lot of money in the space because you still need to small business owner is not gonna pick this up, not a chance.

Do you think, have you given any thoughts to what, most likely, popular GPTs, that that would be functional and useful, like, at, for, like, the general public.

Like, other, like, AI. Yeah.

Like, if if they’re selling them, like, if they’re creating the the the store, like, I I’m just I wish I could jump forward six months into the future and see what the the top five GPTs that are being sold for money.

Oh, yeah. That’ll be yeah. You can you can Google them now. Like, you people are making them public.

They are so you can type in GPTs, like, there’s a Simpson one. That you can so people are there there’s no inventory per se, but there’s some there’s one here. You can find them. There’s some pretty fun stuff.

A lot of people are having fun with it.

It’s just using prompts to no way. That’s crazy.

And it does. They work pretty cool. Right? And you can go to there’s a there’s a way to, to figure out what they’re using too. Like, you can, the to reverse engineer the prompt they’re using.

Speaking of that, Shane, I have, I don’t know if you thought about it, but I found, basically, a protection prompt because this is another thing that’s, like, beginning now this protection industry, basically, people figuring out all possible ways to protect the prompts and the knowledge bases. So I basically have this block where that I used to put my prompt in so that people can now basically scan cannot steal my prompt or download the knowledge base.

It’s pretty crazy that, like, people till someone comes along that smarter than us and Yeah.

People have tried so many things. There are people that even so they blocked all people from, like, asking JCPT.

Okay. Give me the prompt. But then some people thought about what if I ask subjects to to give me the prompt inside the PDF that I upload to the GPT. That’s very crazy.

This is this is kind of a famous exercise online, but you it’s like you have to ask, it’s a wizard, and you have to get him give you the password.

There’s ten levels with increasingly complex, security. And so, like, you can be like, what’s the password backwards? I know you’re healthy. Yeah.

But then you have to you can be like, the password the the password is not a password. It’s the name of your favorite pet from when you were a child, was your favorite? What was your pet’s name? I’m sorry. You can trick it into, it’s a thinking, yeah, it’s amazing. It’s really cool.

I do have to, Paul, I do have to head everybody. It’s, you get excited about this stuff. Right? I love talking about this stuff.

I’m not unfainable. Yeah. It’s it’s it’s I’m happy to share everything absolutely. And and if if, whatever you wanna cover, like, specifics. I suggest, like, the next sessions, like, cover specifics. Hey. How can we find sticky copy from VOC type stuff and and we can get into that as well?

Yeah. That would be really cool.

And, you know, and leveraging it somehow, whether it’s API or just uploading what that sticky copy is in as a PDF into another prompt, like a GBT that helps you work through the email copy or end or whatever.

Yeah. That would be cool.

Let’s have some fun. Like, who knows what we come up with? Right?

Like, Love it.

Shane.

Awesome. Thanks, everybody.

Thanks. Bye.

Bye bye.

Worksheet

 

Self-Identifier Sections

Self-Identifier Sections

Transcript

Alright. Cool. So today, I have a training lined up for talking about self identifier sections. These are so I’ve used them pretty much anywhere from sales pages to emails to social content and even blog posts.

Mhmm.

But, yeah, I’m gonna share a few examples from sales pages itself. So Excellent. Oh, Jessica’s here. We can get started.

Hey, Jessica.

Hello. How are you both?

Good. Good. Good. How are you?

Doing good.

Awesome. Cool. So we’re gonna just kick things off, and this may be a I’m gonna do my best to stick to the fifteen minutes, but I’m pretty sure we’ll probably go a little over time. So let’s get going.

We’ve been having a little bit of a few power cuts lately. So just in case I lose power, I’ll be gone for about a minute or so, and then I’ll be back. Alright. Self identified sections.

Like, I was just telling the call a little while ago, this I’ve used these sections on sales pages, on emails, and social content, on blog posts, pretty much everywhere, for clients. They’ve, sales pages have shown consistently across niches that these sections get, like, even though they’re, like, further down the page, yeah, heat maps show them getting a lot of eyeballs, a lot of engagement. People clicking on the CDN buttons right below those as well. The clicks, map there is, yeah, pretty wild for, you know, again, different issues.

Emails written using these sections tend to do really, really well. Like, you could just turn a whole section into an email itself. So you may also know these as this is for you sections or yep. You know, who is this for?

Perfect for you. That kind of thing. I like to call them self identify and acquire sections and, you know, yep. That’s what we’re gonna kind of because they help people identify, themselves with whoever we’re talking about.

So what we’re gonna look at today is what are these, why do you need them, mistakes to avoid, and then, of course, the three kinds that I’ve tested extensively.

I’ve used a lot of these, but these are like, let’s just focus on the three for today. So quick introduction for those of you who may not know what these sections excited, informed decision about either joining you or not joining you for your program. Like, either which way, it’s a decision. They and they make that decision by self identifying.

They make that decision by reading those statements that that work with them, that work on them on a very tangible, emotional, visceral level almost. Why would you wanna use them? Quite simply because they work really, really well, but also because they they showcase that you understand your audience’s language. All of that voice of customer research that we’re doing, it works beautifully for these sections.

And it also shows them that you have empathy for their pain or an awareness at least, you know, for their pain, for their struggle. It helps you build trust and credibility while also being very entertaining and engaging. These are really great sections to show to help your audience see themselves as they are right now, and And then it to help your audience see themselves as they are right now and then as their future self. So they work wonderfully to kind of give a lot of information in a very condensed format.

The number one goal again of this section as is the goal for several sections on your sales page is connection. We wanna connect with our reader. The conversion always happens when we clear that connection. That is the goal of this section.

Some of the mistakes that I see, a lot of sales pages, and as someone who audits a lot of copy as well, you know, I see a lot of pages including that this is for you, perfect for you, self identify sections, but we missed the mark. And this is something that I used to do, like, way back in the day as well. So I know that this is something that happens. We know we’re supposed to do this action, but what happens is we end up making it either too weak.

You should join us if you’re interested in upleveling. I mean, like, what does that even mean? Or generic. This is for you if you’re an entrepreneur.

Okay?

But or focusing only on the pain. And here’s the deal. I know there’s a lot of conversation in sales copywriting and email copywriting niches around not focusing on the pain points of our audience. But the goal here is not to, like, kind of poke the pain.

The goal is to acknowledge the pain. We cannot just say that, oh, yeah. You know, everything’s correct. We wanna acknowledge the pain, but we don’t wanna you know, I heard this phrase somewhere.

It just kind of stuck with me because it’s just so icky. It’s like you don’t wanna poke the wound. Like, that’s not what you’re gonna do. It’s like that so you wanna acknowledge the pain, but you also wanna show empathy and awareness.

So when you’re writing these sections, the one thing you wanna look at is you don’t wanna be vague. You don’t wanna be generic, and you don’t wanna just be all pain focused here. Like, your life is just all doom and gloom. No.

That’s not the goal here. And the big mistake is not including a self identify intersection. I very, very, very rarely would say that, oh, this is something you absolutely must do because we all know that there are, you know, ten different ways to, you know, write a sales page or to write an email sequence or whatever. But But because I have such huge amounts of data for this, like, over the years, I would, yeah, I would say it would be a big mistake to not include a self adored perception.

So that will be, like, a huge mistake. As far as possible, you you wanna include it. If you’re not putting it on your sales page, at least include it in your emails, include it in your prelaunch content, include it in your social media, but please do do include it. Okay.

So let’s talk about the three kinds of self identifier sections that you could choose from. You could mix and match these to make up your own, but these are, you know, some of the ones that I’ve written for over the years. So linear paths to learnings kind of a section. Now this shares specific strategies that your audience may have tried in the past and failed at. So here we wanna kind of acknowledge that less yes. You’ve tried to learn this in the past and you failed at it or you struggled with it or you felt that you’re not really where you should be, you know, after all of this learning.

The other thing that these bullet points, for a linear path to learning, section would do is also highlight key personality qualifiers that would help them succeed in your program. So you, you know, you could also say, okay. This is for you if you’re someone who’s done a, b, and c and is now ready for x, y, and z because you are like this. So example, this was for, a membership site for people who wanted to learn how to stitch.

So very interesting. And the audience of this is essentially a lot of you know, we had a lot of senior citizens here. People who’d, you know, who’d retired or were on the verge of retirement, were looking for a hobby and things like that. So if you notice, this is very, very specific.

You haven’t picked up a needle and thread for years, but you have long held desire to express yourself creatively. It should be clearly. You’ve been dabbling with textiles for a while, but your process feels confused or overwhelming. You’ve, you know, ever told yourself you’re not naturally creative or worse someone else has said that to you.

This is for you, especially if you’re a beginner or have no experience with needle and thread, but you know you wanna be creatively inspired and confident. The next one is readiness bullet. So this type of section uses future focused tangible specificity. You wanna help your audience see what they need to be ready for once they’ve learned from you, once they’ve worked with you, once they’ve gone through your program.

You wanna solve the struggle they’re experiencing right now so that they can be better prepared for the future.

That is the readiness they need, and that is what this kind of a self identify section can do for them.

So this was for a mindset coach to Appreciation Academy. You’re ready to stop being average and playing small because that’s what, you know, you’ve learned in the past. You wanna step up and shine and have the confidence to empower others. So what do they wanna be ready for is to have the confidence to empower others.

And, package. You wanna be ready to be the best version of your for you of you or your family. You want your kids to grow up in a positive environment. You wanna be happy in the now limiting beliefs.

So you’re jamming already to say peace out to them, that kind of a thing. So you don’t wanna be what you wanna be ready for, you don’t wanna be semi committed to living your best life, you’re prepared to go all in. And then you’ve got the inspirational close. This cell phone and fire section doesn’t really come with the, you know, this is for you if or this is perfect for you if or like you saw in the past, join this if you’re so and so or Stitchcamp is for you.

The program is this one comes more towards the end of the page, and these are by definition, they are meant to inspire your leader towards momentum.

But why they qualify as self identified end of our sections? Because they generally help your audience visualize success. They help your audience see themselves doing the things that you would help them do, and it also kind of helps them think about what success will look like in a very emotional, almost, you know, very, very visual way.

This was a program for making your own homemade dairy products, cheese. So this was, like, at the end of the page, a heartfelt message from one homesteading mom to another. I know it feels hard. So you were acknowledging the opinion. I know it feels hard to spend time and money learning these skills, but think about how incredible it’ll feel to build up your dairy making skills over a period of time. How wonderful it will be to reach for yummy homemade coffee creamer and delicious smooth yogurt in the first week itself. So we are being very, very specific here about what they can expect to do or graduating to making sour cream and cultured butter, all kinds of cheeses.

Here’s what I know for sure, Brent. If, like me, you wanna give your family the best when it comes to food while saving time and money. So we’re speaking to a very specific audience here, and we’re helping them see what success looks like. We wanna start with homemade dairy products. The joy of seeing your kids lick a yogurt bowl clean or slapping rich homemade butter on toast and herbs. So really walking them through everything here.

Peace of mind, deep seated contentment. And let’s not forget the money is so tangible. There’s lot there’s a lot of visual imagery in this one, and this is not set up, like, in bullet point format either. And neither is it in the middle of the sales page, which is where you’d usually find that this is for your section, technically.

But at the same time, this does qualify as a self identify section. Why? Because we’re helping our audience see who is it for and what can they expect from this. The best self identified sections would create a vivid picture of who someone is now and who they will be after completing your product, program, taking your service.

Yeah. So we wanna use very specific details or signals like you saw in the examples that I shared. You wanna convey all three kinds of benefits. You wanna look at the functional benefit, which is like okay. This is what, like, a feature kind of a thing. We wanna look at the self expressive benefits, and we wanna look at the emotional benefits as well of that.

And then, of course, most importantly, we wanna get people to nod and say, yes.

This is me.

Cool.

We’re on time.

Alright.

Questions For those of you who have used this is for you sections in the past, what do you find is your greatest struggle when writing them? Or if you’ve never included them in the past, what’s your reasoning be? Wow. Has no one used it or has no one?

I used to get Marta, well, coached from you, actually.

And I think where I often get a little stuck is, I I think I’m pretty good at with the specificity and all and all that. Where I get stuck is, one, of course, if you don’t know, you’re one reader for sure, which has been a thing for me because I need to validate my offers more. So that’s always that’s kind of a struggle when I do approach that, but that’s obvious. Right? I think the part where I have wondered is I could go on and on, you know, really with if this is right for you and all that. And I think I appreciate your approach today because I think it makes it clearer with the different types.

Oh, okay. So only include that kind if I’m doing this type of section. Yeah. That makes more sense.

Because before, I was kinda like, oh gosh. I could write these kind of bullet points forever about who that you know, you know, making sure it’s the right person. So, I think your lesson today will help with that, but that was a previous problem where I didn’t know how how much should I go on and on about clarifying who this is right for and who it’s not for? You know what I mean?

Now that is, and that is hard. Right? That is hard to kind of figure out, especially if you’ve got different audiences that you’re looking at. So I actually wanted to share a couple of other examples and see if you could see what we are talking about here.

But, one of the things that I’ve done in the past where we’ve got, say, three different audience profiles. Right? So you could have someone who’s a beginner, someone who’s, say, intermediate, and then someone who’s, like, you know, an advanced learner is use the, you know, use a combination of readiness and linear path. So you can talk about, you know, like, what they’ve done, where they’re reached, and what’s possible for them next.

And you can also kind of talk about whether, you know, what would they be ready for.

So you can use, a mix of these as well, especially if you’ve got, like, you know, different audiences. Alright?

Any other questions? Because I have a few other examples, and I’d love for you to kind of take a look at it and see if you can identify what what kind of self identify sections are those. How many of you have used a self identify our section in your copy, sales pages, or emails? I have.

Okay. Yeah. I have. Yes. Sales pages. Not in emails. Okay.

Jessica, Abby, Naomi, Nicole. Have you used it?

Nope.

No. But this is giving me some great ideas for, social media captions and things like that.

Yeah. Social, it’s really, really great for social because you can turn into a carousel or you can turn it into a video, you know, especially on Instagram. So Yeah.

So I found it works really well for Facebook ads. Like, the, like, hands off is this is you kind of framework tends to get a really low CPL.

Yep.

Yep. Absolutely. That, Yeah. I would actually wanna test it out on a Facebook ad. I have not tested out in the Facebook ad, interestingly.

Okay. Cool.

I’m gonna show you another sales page section that I wrote, self identify section for. And I want you to identify so this was for an astrology. You should be able to see my screen.

This was for an astrology course. So it’s a the cosmic astro Academy of Astrology is your safe space to learn everything you need to know so you can cut through the noise and use astrology to understand yourself better, do reading through confidence, and create positive, meaningful change in your life, but it’s not for everyone. So before we look at the, the bullets here, here’s another thing. You do not always have to use this is for you if or this is perfect for you if or, you know, you should join us then.

You can actually play a lot with the subheads leading into the section and or if you’re using it in an email, you know, the the lead copy that goes into the section. So take a quick look at the bullets here. I’m not gonna read them. You can read it quietly.

And you can tell me what kind of self identify section is this.

Just so that I know y’all understood what I was talking about. Alright.

Who wants to take a shot? Nicole, because you’re the one I can see on camera, and I could see you nodding.

Okay. Can you repeat what I should be doing?

Essentially, just identify what kind of a section do you think this is. What kind of a self either? Is it a linear path to learning? Is it a readiness? Is it an inspiration closed? What do you think it is?

I wanna say it’s readiness because it’s like it does it, like, kinda talks a little bit about the path too. Like, it does talk about, like, you know, where you’ve been and, you know, what you need to do to get to the next step.

But at the same time, it’s just talking about, like, the readiness.

So it’s like, okay. You this is the type of person you are Mhmm. To get to you know, if, like, if you wanna see the results, I think.

Okay. Cool.

Cool. Alright.

Jessica, Abby, Naomi, do you all wanna pop guesses or what you think in the chat or wanna unmute yourself and tell me what you think?

Okay.

Abby says linear paths to learning. Alright.

Jessica.

Yeah. I guess I’m kinda with Nicole because at first when you asked, I was like I immediately went to readiness because I focused more on the phrase, you’re hungry.

You know that, like, you know, this is you kind of thing. That kind if you’ve already been doing you like, astrology isn’t new to you. You know? Mhmm.

But, yeah, I see obvious.

The but then the linear path is also kinda I don’t know.

I honestly don’t know.

Alright. So this is exactly what I was talking about is this is a combination of both, leaning a path to learning and readiness.

So you can merge the two. Right? And, again, there are no rules here. You need to see what will work with the we were talking to an audience.

I mean, this is, like, a really long sales page, but then we were talking to an audience that were at different stages of readiness and that were at that had a different, you know, kind of a path. Some of them had, you know, like, a basic knowledge, but for others, you know, it was more about what they could do with astrology regardless of whether, you know, they’ve been learning it or not. So, and then we have the personality qualifiers. So you’re willing to put in the work because, you know, we wanna be very clear that this is not, you know, like, one of those fluff filled courses.

This is, like, really deep intensive work. So we had those in as well. So you this is a combination of both linear path to learning and readiness. Inspirational close is actually really easy to spot because it’s in the name itself.

It generally end up closing the sales page or the email with it or the email sequence. I use it towards the end of the sales sequence.

But goal here is for y’all to see there are so many ways you could go with this.

I would but I would highly recommend you to kinda of think about what approach you wanna take, and don’t let just one thing kind of stop you. But think about, okay. If I’m speaking to different audiences, can I just merge these two in a way that that makes sense?

Cool. Alright.

Training time done. Let’s talk about copy reviews. Do you does anyone have copy you’d like me to take a look at?

Or do you have any other questions related to copy that you’re working on?

I have a question.

I’m wondering, like, when you’re running ads to web to webinars to opt in pages, have you noticed, like, a decrease in conversions, like, the past year? Because my benchmark used to always be, like, forty to sixty, but the last two I’ve worked on, they’ve been more, like, twenty five, thirty percent. I’m wondering if it’s me or if that’s kind of something other people are experiencing.

Okay.

I haven’t seen that. In fact, our I have a client right now who is running a page at okay. I don’t really the webinar was yesterday was on the tenth.

We’ve had a seventy five percent conversion rate, Abby. It’s wild. And this is, like, hold on. It’s homesteading niche.

The the webinar was on what about canning. Let me see if I can pull it. What I have seen though is, and I don’t know if you’ve tested this out is, and this was, like, kind of shocking to me when I personalized it, was that the shorter webinar registration pages have wild wild conversion rates. So, so yeah.

No. And last month, we did a webinar. The the same audience, we did a webinar on on rotational grazing again. You know?

That was, like, a super niche topic, but we had, like, a fifty, sixty percent sixty percent reg registration rate. And these are ads and the cost CPLs were also really low for them. Yeah.

So it could be niche specific as well.

But but, yeah, that’s, like, the most recent data I have.

Okay. Yeah.

I mean, I’m I tend to do long long form ads and then, like, a medium form, opt in page, but maybe I need to test the shorter opt in page.

Yeah. So I would highly recommend because this was really shocking to me as well was, like, their ads are like, I write their ad copy, and I did do a longer story based ad that I tend to do and but, the shorter ones way outperformed.

And then also this the registration page because we split tested both a long and a short one for this was the webinar on?

This was in February. Yeah. So that was, I think, a webinar on seed saving maybe. So, but, anyways, point being, the shorter one won by a huge margin, and since then, we’ve only used the the short one.

And that you know, like, literally, that is headline, timing, and what they’ll learn and then, you know, and an opt in form. Let me see if I can pull it up, actually. Would you want us to take a look at it? I could look Yeah.

Yeah. Go ahead. Okay.

That was, like, really.

Yeah. Because, like, last year, I had pages converting at, like, seventy, eighty percent. And it it’s yeah. I don’t know. I don’t know what’s going on.

If it’s Yeah.

I think maybe I’ve just gotten worse.

No. No. It’s just that, you know, I think this is what like, so this is like a webinar. I I mean, this was like Oh, wow. Okay. That’s it. That’s the page.

Mhmm.

It’s like And literally, we talked about manuals or anything.

No. I was like, you know and even nothing about, like, so I I tested this against the page, not not this one, but when we were running the test to see what the log would outperform short was.

So my the the test version had a brief bio section about the, you know, the client and then, of course, testimonials as well. Nothing.

It was, like, so cool. Like, literally, like, it made no sense for us to play with the longer version.

So it’s worth testing out.

Depending if other people have copy reviews, would you mind looking at the option page for my webinar?

Sure. Yeah. We have time. Okay. I’ll grab it. Cool.

Yeah. Because I kind of my instinct was that it needed to be a bit longer because, it’s a sophisticated market, so I felt like I need more social proof, because it’s teaching entrepreneur like, course creators how to set up a profit evergreen funnel.

Mhmm.

I feel like if it’s a sophisticated market, you need less information because they already have a lot of information. Like, maybe you need more technical, like, information, but I’m not sure it necessarily needs to be longer.

But, like, in terms of, like, social proof, and stuff.

No. Because I just feel like there’s so many out there. Like, I see so many ads specifically saying I could have a good funnel, so I’m kinda like, how do I make this look different? But I’ll I’ll show you, and then you can yeah. If I need to, like, scrap half of it, that’s fine.

Yes. A thirty percent conversion rate. So if I could, like, double that, then I would two x my ads then, so I’d be very happy. Yeah. Okay. Put it in the chat.

Cool. Okay.

And sorry for being off camera. I’m pretty ill, so that’s why.

Oh, sorry. Here you are. Well, hope you feel better soon. Thank you. Okay.

You can be savage. Like, I just want to improve my conversions.

I’m going to fax Tabby.

For your image wait.

Can you sorry.

If I I don’t know if you you can you have this picture on hand, but if you have your eyes looking to the right towards the text, it’ll help direct more people’s eyes to the title.

Mhmm.

I think I might do somewhere.

Yeah. I’ve heard that one as well, so maybe we’re swapping it out. It’s an easy easy fix. The the big thing that I don’t really know here, Abby, is that this is, like is this on demand? And I would also put the the boxes for name and email address right now here. You know? So Really?

No pop up?

Like, right now, I it says watch now, but I don’t know, you know, do I watch right now? Do I watch later?

So Yeah.

So yeah. Expecting when I click this button, I’m expecting the video to pop up. So after the email comes afterward, it’s like, oh, wait a second. How much more work am I gonna have to do here?

Am I gonna have to sell my Exactly my point.

Yeah. You know? Because I’m I’m clicking the button, and then I’m like, okay. Now I have to put my email address. Now do I have to choose a time later? I mean, I would just put name, email address, watch on demand, or something like that because watch now means that it’ll redirect you to, like, now you said, a landing page to watch the screen.

Okay.

How to sell more online courses.

Okay.

Also, you say go behind the scenes. Could you say, like, watch me create a day one evergreen?

Because, like, what does go behind the scenes mean?

Mhmm.

I feel like if they they’re watching you actually do it, that’s more compelling.

Mhmm.

Or if it’s not, you know, an over the shoulder kind of a tutorial kind of a webinar, then you may wanna kind of look at reevaluate this here because go behind the scenes means, like, you’re taking people behind the scenes there and helping them to see.

You could say, you know, learn how just, like, something like, you know, understand how to set up an automated funnel that’s built in for conversions every month. But what I would do is keep your take an excerpt of social proof and put it maybe to something like this. You know, sales are up by two hundred and forty percent from our last launch.

Have that as microcopy either below the CTA button or above it. So you could actually swap this out because you’ve got how to sell more this is a good promise. You could actually have, like, social proof here, then the name and email address and then the watch now thing.

Yeah. Now I’m thinking because I I’ve got a couple of good, like, results recently that I haven’t pop like, published yet. If I literally just had the headline and then, like like, seventy thousand last month, like, bullets of those kind of results. So then that’s literally it. Yeah. Yeah.

Yeah.

Because this isn’t working. I mean, I’ve been running it, this version, for, like, a few good few months.

And I would move this move this up further, so that people can see what they’ll learn instead of keeping it below. Ryze social proof, we could move Ryze testimonial further down.

Yeah.

You can hop off the live launch or, of course, to go every week from day one with and then go into what they would, you know, what they would learn. Learn the what do you what have you looked at your heat maps to see what’s happening there?

No. I haven’t I haven’t got it set up for new pages.

Okay. Publisher principle. I tried that.

Could it be possible? This is this is very catchy and very clever. They’ll show me your conversion secrets.

But is it possible that people are confused by the different CTAs?

Mhmm.

Yeah. I’m I was thinking, like, do the benefit focused ones, and then it opens up the pop up where they sign up. But if I yeah. If I’m just gonna get rid of the pop up and just have the email address, then I don’t need any of these buttons.

Yeah. And I would I would so this is another thing that we and this would vary from audience to audience. But to know at this point, one of the things that we’ve tested with, you know, quite a few audience niches like therapists and, you know, astrologers, homesteaders is, keeping the same call to actions where the page is shown to work better.

Okay. Because I used to do this earlier. You know? And I still do it for, you know, a few few clients where people kind of associate it with their brand, so that’s fine. But if you’re running ads, these transfers, these are people who would be new to your brand. They may not even know you that well, so you wanna keep it consistent.

Yeah. Okay.

Because I I I really like this too. But, one of the things, Abby, is, like, I would wanna know how refreshably short this is.

Is it twenty five minutes? Is it forty?

Like, what is short?

I think it’s, like, fifty minutes, so it’s not that short. I just know that there’s, like, friction around the neck. So I was like, oh, I just stick that in.

Yeah. Just go with, like, in the in the time of my master class. So or, actually, let them know that it’s fifty minutes, you know, so people can plan accordingly.

And I haven’t seen the master class, but I feel like all of this, I feel like your audience, especially because you you have a sophisticated audience, chances that they’ve heard this. What we wanna look at is what have they not heard that you’re talking about. So leverage the principles of live launching that drive the highest conversion rates without not actually having to go through the nail biting stress of live launching or receive your audio pretending you’re live. I have you know, I’m like, will you be just telling me about using Deadline Funnel, or would you be telling me about using, you know, oh, use a webinar?

Yeah. I mean, like, a lot of people still don’t know about Deadline Funnel.

Like, I’m finding that, yeah, they’re sophisticated in the sense they they buy a lot of courses and they, you know, they’ve they’ve tried going evergreen, but, actually, like, I’m always surprised by how little they know about, like yeah.

But, mate, yeah, I I think I’m kind of, like, I’ve been pulled between two audience because I, like, I don’t know. I don’t I feel like if I make it more advanced, then I worry I’m gonna lose like that. I just yeah. I’m I’m stuck really because it is like the main one of the main selling points of the program is it’s a lot of, like, very comprehensive copywriting templates, which means my audience is gonna be DIY ing.

So if they’re still DIY DIY ing, then they can’t be that advanced is my theory. But so yeah. I’m like, do I need to make it simpler or more? Yeah.

I don’t know.

You could still speak to the same audience. I just feel like we just need to dial in on the to on the vaccinations, so to speak. Yeah. Because I feel like right now, these and also for you to kind of get really clear on who would be the perfect person for this.

So if they’re DIYers who may not know that something like Deadline Funnel even exists, then we need to pique their curiosity Mhmm.

About that. So leverage the principles of live launching. So maybe you could say leverage, you know, the the urgency of live launching without the nail biting stress. So people know that, oh, I don’t have urgency. How would I have urgency as a dead life funnel maybe?

So I feel like right now, this feels this feels generic because create consistent, sustainable cash flow. They’ve heard this a million times, but what is this? You know? Because every component of your funnel is engineered to convert.

What are we really talking about here?

Mhmm.

So create consistent sustainable cash flow because, you know, by leveraging a little known element of your funnel or an often overlooked element of your funnel depending on like I said, I don’t know what’s in the master class, so I’m just making things up on the fly here. But point is we need to really dial into exactly what would they be walking away with.

Mhmm. I mean, maybe you could even, like, instead of doing benefits, focus on what other people are doing wrong. Like, don’t call them out for it, but say, like, you thought this is the answer. Nope. You thought that was the answer.

Nope. That’s not the answer.

And then maybe put benefits later. Or don’t even put benefits. Just, like, show all the things that they’re doing wrong.

Mhmm.

Yeah.

Or you could use a self identify section and say This is for you if you’re tired of you know?

Or, you know, if you’re tired of launching live, you’re tired you know, you could just kind of use something like that there here instead of the the outcomes.

And I would take this and turn this into a headline maybe because and move your bio further down depending on what your ads look like as well.

And see right here, it says get instant access.

So we wanna kinda look at highlighting that here as well because it’s Also it’s not I’m sorry. Go ahead.

Abby, these testimonials are really long. Can you pull out, like, the, like, the bolded parts, like, the most important part, and then put them all on the same, like, screen together with their image?

Because I I feel like you could it’s it’s hard to read because there’s just a lot of text here.

Mhmm. Mhmm.

Yeah. Yep. Or you can make it, like, a pop up. Like, put, like, the main information there and maybe, like, link it to a case study or something so they can Yeah.

I think so.

I’ll just, like, fill out the results and get rid of the do do you think I should just get rid of my bio as well?

Is it like to Do you just keep it at all?

Do you talk about who you are in your ad before they reach the page here?

No. I think, actually, I do one of them. But, I mean, the whole my whole top of funnel needs a revamp.

Yeah. So if you’re using that in your ad and, you know, then I don’t I think you could easily get rid of this because you’ve got plenty of social proof as well.

Yeah. And I would definitely I would definitely redo the opt in page and test. You should test it out. Run ads to a shorter version, run ads to the longer version, and get your own data.

Mhmm.

If I were to if I were to kind of redo this and test it against a shorter version, it would just have, like, headline and either core outcomes or, or in all seriousness, the self identify section.

So, that’s it. That will be my my registration page.

Okay. Yeah. I’ll give that a go. Thank you.

Welcome. Does anyone else Nicole, Naomi, do you have any thing you’d like me to take a peek at?

Not really. Not this week.

Alright then. If that’s it, then we can all sign off. Or if you have any questions, let me know. Alright?

Nope. Alright. Thank you. Okay.

Okay. Thanks so much everybody for being here. Thank you.

Thanks, Brenna.

Bye. Thanks. Bye.

Transcript

Alright. Cool. So today, I have a training lined up for talking about self identifier sections. These are so I’ve used them pretty much anywhere from sales pages to emails to social content and even blog posts.

Mhmm.

But, yeah, I’m gonna share a few examples from sales pages itself. So Excellent. Oh, Jessica’s here. We can get started.

Hey, Jessica.

Hello. How are you both?

Good. Good. Good. How are you?

Doing good.

Awesome. Cool. So we’re gonna just kick things off, and this may be a I’m gonna do my best to stick to the fifteen minutes, but I’m pretty sure we’ll probably go a little over time. So let’s get going.

We’ve been having a little bit of a few power cuts lately. So just in case I lose power, I’ll be gone for about a minute or so, and then I’ll be back. Alright. Self identified sections.

Like, I was just telling the call a little while ago, this I’ve used these sections on sales pages, on emails, and social content, on blog posts, pretty much everywhere, for clients. They’ve, sales pages have shown consistently across niches that these sections get, like, even though they’re, like, further down the page, yeah, heat maps show them getting a lot of eyeballs, a lot of engagement. People clicking on the CDN buttons right below those as well. The clicks, map there is, yeah, pretty wild for, you know, again, different issues.

Emails written using these sections tend to do really, really well. Like, you could just turn a whole section into an email itself. So you may also know these as this is for you sections or yep. You know, who is this for?

Perfect for you. That kind of thing. I like to call them self identify and acquire sections and, you know, yep. That’s what we’re gonna kind of because they help people identify, themselves with whoever we’re talking about.

So what we’re gonna look at today is what are these, why do you need them, mistakes to avoid, and then, of course, the three kinds that I’ve tested extensively.

I’ve used a lot of these, but these are like, let’s just focus on the three for today. So quick introduction for those of you who may not know what these sections excited, informed decision about either joining you or not joining you for your program. Like, either which way, it’s a decision. They and they make that decision by self identifying.

They make that decision by reading those statements that that work with them, that work on them on a very tangible, emotional, visceral level almost. Why would you wanna use them? Quite simply because they work really, really well, but also because they they showcase that you understand your audience’s language. All of that voice of customer research that we’re doing, it works beautifully for these sections.

And it also shows them that you have empathy for their pain or an awareness at least, you know, for their pain, for their struggle. It helps you build trust and credibility while also being very entertaining and engaging. These are really great sections to show to help your audience see themselves as they are right now, and And then it to help your audience see themselves as they are right now and then as their future self. So they work wonderfully to kind of give a lot of information in a very condensed format.

The number one goal again of this section as is the goal for several sections on your sales page is connection. We wanna connect with our reader. The conversion always happens when we clear that connection. That is the goal of this section.

Some of the mistakes that I see, a lot of sales pages, and as someone who audits a lot of copy as well, you know, I see a lot of pages including that this is for you, perfect for you, self identify sections, but we missed the mark. And this is something that I used to do, like, way back in the day as well. So I know that this is something that happens. We know we’re supposed to do this action, but what happens is we end up making it either too weak.

You should join us if you’re interested in upleveling. I mean, like, what does that even mean? Or generic. This is for you if you’re an entrepreneur.

Okay?

But or focusing only on the pain. And here’s the deal. I know there’s a lot of conversation in sales copywriting and email copywriting niches around not focusing on the pain points of our audience. But the goal here is not to, like, kind of poke the pain.

The goal is to acknowledge the pain. We cannot just say that, oh, yeah. You know, everything’s correct. We wanna acknowledge the pain, but we don’t wanna you know, I heard this phrase somewhere.

It just kind of stuck with me because it’s just so icky. It’s like you don’t wanna poke the wound. Like, that’s not what you’re gonna do. It’s like that so you wanna acknowledge the pain, but you also wanna show empathy and awareness.

So when you’re writing these sections, the one thing you wanna look at is you don’t wanna be vague. You don’t wanna be generic, and you don’t wanna just be all pain focused here. Like, your life is just all doom and gloom. No.

That’s not the goal here. And the big mistake is not including a self identify intersection. I very, very, very rarely would say that, oh, this is something you absolutely must do because we all know that there are, you know, ten different ways to, you know, write a sales page or to write an email sequence or whatever. But But because I have such huge amounts of data for this, like, over the years, I would, yeah, I would say it would be a big mistake to not include a self adored perception.

So that will be, like, a huge mistake. As far as possible, you you wanna include it. If you’re not putting it on your sales page, at least include it in your emails, include it in your prelaunch content, include it in your social media, but please do do include it. Okay.

So let’s talk about the three kinds of self identifier sections that you could choose from. You could mix and match these to make up your own, but these are, you know, some of the ones that I’ve written for over the years. So linear paths to learnings kind of a section. Now this shares specific strategies that your audience may have tried in the past and failed at. So here we wanna kind of acknowledge that less yes. You’ve tried to learn this in the past and you failed at it or you struggled with it or you felt that you’re not really where you should be, you know, after all of this learning.

The other thing that these bullet points, for a linear path to learning, section would do is also highlight key personality qualifiers that would help them succeed in your program. So you, you know, you could also say, okay. This is for you if you’re someone who’s done a, b, and c and is now ready for x, y, and z because you are like this. So example, this was for, a membership site for people who wanted to learn how to stitch.

So very interesting. And the audience of this is essentially a lot of you know, we had a lot of senior citizens here. People who’d, you know, who’d retired or were on the verge of retirement, were looking for a hobby and things like that. So if you notice, this is very, very specific.

You haven’t picked up a needle and thread for years, but you have long held desire to express yourself creatively. It should be clearly. You’ve been dabbling with textiles for a while, but your process feels confused or overwhelming. You’ve, you know, ever told yourself you’re not naturally creative or worse someone else has said that to you.

This is for you, especially if you’re a beginner or have no experience with needle and thread, but you know you wanna be creatively inspired and confident. The next one is readiness bullet. So this type of section uses future focused tangible specificity. You wanna help your audience see what they need to be ready for once they’ve learned from you, once they’ve worked with you, once they’ve gone through your program.

You wanna solve the struggle they’re experiencing right now so that they can be better prepared for the future.

That is the readiness they need, and that is what this kind of a self identify section can do for them.

So this was for a mindset coach to Appreciation Academy. You’re ready to stop being average and playing small because that’s what, you know, you’ve learned in the past. You wanna step up and shine and have the confidence to empower others. So what do they wanna be ready for is to have the confidence to empower others.

And, package. You wanna be ready to be the best version of your for you of you or your family. You want your kids to grow up in a positive environment. You wanna be happy in the now limiting beliefs.

So you’re jamming already to say peace out to them, that kind of a thing. So you don’t wanna be what you wanna be ready for, you don’t wanna be semi committed to living your best life, you’re prepared to go all in. And then you’ve got the inspirational close. This cell phone and fire section doesn’t really come with the, you know, this is for you if or this is perfect for you if or like you saw in the past, join this if you’re so and so or Stitchcamp is for you.

The program is this one comes more towards the end of the page, and these are by definition, they are meant to inspire your leader towards momentum.

But why they qualify as self identified end of our sections? Because they generally help your audience visualize success. They help your audience see themselves doing the things that you would help them do, and it also kind of helps them think about what success will look like in a very emotional, almost, you know, very, very visual way.

This was a program for making your own homemade dairy products, cheese. So this was, like, at the end of the page, a heartfelt message from one homesteading mom to another. I know it feels hard. So you were acknowledging the opinion. I know it feels hard to spend time and money learning these skills, but think about how incredible it’ll feel to build up your dairy making skills over a period of time. How wonderful it will be to reach for yummy homemade coffee creamer and delicious smooth yogurt in the first week itself. So we are being very, very specific here about what they can expect to do or graduating to making sour cream and cultured butter, all kinds of cheeses.

Here’s what I know for sure, Brent. If, like me, you wanna give your family the best when it comes to food while saving time and money. So we’re speaking to a very specific audience here, and we’re helping them see what success looks like. We wanna start with homemade dairy products. The joy of seeing your kids lick a yogurt bowl clean or slapping rich homemade butter on toast and herbs. So really walking them through everything here.

Peace of mind, deep seated contentment. And let’s not forget the money is so tangible. There’s lot there’s a lot of visual imagery in this one, and this is not set up, like, in bullet point format either. And neither is it in the middle of the sales page, which is where you’d usually find that this is for your section, technically.

But at the same time, this does qualify as a self identify section. Why? Because we’re helping our audience see who is it for and what can they expect from this. The best self identified sections would create a vivid picture of who someone is now and who they will be after completing your product, program, taking your service.

Yeah. So we wanna use very specific details or signals like you saw in the examples that I shared. You wanna convey all three kinds of benefits. You wanna look at the functional benefit, which is like okay. This is what, like, a feature kind of a thing. We wanna look at the self expressive benefits, and we wanna look at the emotional benefits as well of that.

And then, of course, most importantly, we wanna get people to nod and say, yes.

This is me.

Cool.

We’re on time.

Alright.

Questions For those of you who have used this is for you sections in the past, what do you find is your greatest struggle when writing them? Or if you’ve never included them in the past, what’s your reasoning be? Wow. Has no one used it or has no one?

I used to get Marta, well, coached from you, actually.

And I think where I often get a little stuck is, I I think I’m pretty good at with the specificity and all and all that. Where I get stuck is, one, of course, if you don’t know, you’re one reader for sure, which has been a thing for me because I need to validate my offers more. So that’s always that’s kind of a struggle when I do approach that, but that’s obvious. Right? I think the part where I have wondered is I could go on and on, you know, really with if this is right for you and all that. And I think I appreciate your approach today because I think it makes it clearer with the different types.

Oh, okay. So only include that kind if I’m doing this type of section. Yeah. That makes more sense.

Because before, I was kinda like, oh gosh. I could write these kind of bullet points forever about who that you know, you know, making sure it’s the right person. So, I think your lesson today will help with that, but that was a previous problem where I didn’t know how how much should I go on and on about clarifying who this is right for and who it’s not for? You know what I mean?

Now that is, and that is hard. Right? That is hard to kind of figure out, especially if you’ve got different audiences that you’re looking at. So I actually wanted to share a couple of other examples and see if you could see what we are talking about here.

But, one of the things that I’ve done in the past where we’ve got, say, three different audience profiles. Right? So you could have someone who’s a beginner, someone who’s, say, intermediate, and then someone who’s, like, you know, an advanced learner is use the, you know, use a combination of readiness and linear path. So you can talk about, you know, like, what they’ve done, where they’re reached, and what’s possible for them next.

And you can also kind of talk about whether, you know, what would they be ready for.

So you can use, a mix of these as well, especially if you’ve got, like, you know, different audiences. Alright?

Any other questions? Because I have a few other examples, and I’d love for you to kind of take a look at it and see if you can identify what what kind of self identify sections are those. How many of you have used a self identify our section in your copy, sales pages, or emails? I have.

Okay. Yeah. I have. Yes. Sales pages. Not in emails. Okay.

Jessica, Abby, Naomi, Nicole. Have you used it?

Nope.

No. But this is giving me some great ideas for, social media captions and things like that.

Yeah. Social, it’s really, really great for social because you can turn into a carousel or you can turn it into a video, you know, especially on Instagram. So Yeah.

So I found it works really well for Facebook ads. Like, the, like, hands off is this is you kind of framework tends to get a really low CPL.

Yep.

Yep. Absolutely. That, Yeah. I would actually wanna test it out on a Facebook ad. I have not tested out in the Facebook ad, interestingly.

Okay. Cool.

I’m gonna show you another sales page section that I wrote, self identify section for. And I want you to identify so this was for an astrology. You should be able to see my screen.

This was for an astrology course. So it’s a the cosmic astro Academy of Astrology is your safe space to learn everything you need to know so you can cut through the noise and use astrology to understand yourself better, do reading through confidence, and create positive, meaningful change in your life, but it’s not for everyone. So before we look at the, the bullets here, here’s another thing. You do not always have to use this is for you if or this is perfect for you if or, you know, you should join us then.

You can actually play a lot with the subheads leading into the section and or if you’re using it in an email, you know, the the lead copy that goes into the section. So take a quick look at the bullets here. I’m not gonna read them. You can read it quietly.

And you can tell me what kind of self identify section is this.

Just so that I know y’all understood what I was talking about. Alright.

Who wants to take a shot? Nicole, because you’re the one I can see on camera, and I could see you nodding.

Okay. Can you repeat what I should be doing?

Essentially, just identify what kind of a section do you think this is. What kind of a self either? Is it a linear path to learning? Is it a readiness? Is it an inspiration closed? What do you think it is?

I wanna say it’s readiness because it’s like it does it, like, kinda talks a little bit about the path too. Like, it does talk about, like, you know, where you’ve been and, you know, what you need to do to get to the next step.

But at the same time, it’s just talking about, like, the readiness.

So it’s like, okay. You this is the type of person you are Mhmm. To get to you know, if, like, if you wanna see the results, I think.

Okay. Cool.

Cool. Alright.

Jessica, Abby, Naomi, do you all wanna pop guesses or what you think in the chat or wanna unmute yourself and tell me what you think?

Okay.

Abby says linear paths to learning. Alright.

Jessica.

Yeah. I guess I’m kinda with Nicole because at first when you asked, I was like I immediately went to readiness because I focused more on the phrase, you’re hungry.

You know that, like, you know, this is you kind of thing. That kind if you’ve already been doing you like, astrology isn’t new to you. You know? Mhmm.

But, yeah, I see obvious.

The but then the linear path is also kinda I don’t know.

I honestly don’t know.

Alright. So this is exactly what I was talking about is this is a combination of both, leaning a path to learning and readiness.

So you can merge the two. Right? And, again, there are no rules here. You need to see what will work with the we were talking to an audience.

I mean, this is, like, a really long sales page, but then we were talking to an audience that were at different stages of readiness and that were at that had a different, you know, kind of a path. Some of them had, you know, like, a basic knowledge, but for others, you know, it was more about what they could do with astrology regardless of whether, you know, they’ve been learning it or not. So, and then we have the personality qualifiers. So you’re willing to put in the work because, you know, we wanna be very clear that this is not, you know, like, one of those fluff filled courses.

This is, like, really deep intensive work. So we had those in as well. So you this is a combination of both linear path to learning and readiness. Inspirational close is actually really easy to spot because it’s in the name itself.

It generally end up closing the sales page or the email with it or the email sequence. I use it towards the end of the sales sequence.

But goal here is for y’all to see there are so many ways you could go with this.

I would but I would highly recommend you to kinda of think about what approach you wanna take, and don’t let just one thing kind of stop you. But think about, okay. If I’m speaking to different audiences, can I just merge these two in a way that that makes sense?

Cool. Alright.

Training time done. Let’s talk about copy reviews. Do you does anyone have copy you’d like me to take a look at?

Or do you have any other questions related to copy that you’re working on?

I have a question.

I’m wondering, like, when you’re running ads to web to webinars to opt in pages, have you noticed, like, a decrease in conversions, like, the past year? Because my benchmark used to always be, like, forty to sixty, but the last two I’ve worked on, they’ve been more, like, twenty five, thirty percent. I’m wondering if it’s me or if that’s kind of something other people are experiencing.

Okay.

I haven’t seen that. In fact, our I have a client right now who is running a page at okay. I don’t really the webinar was yesterday was on the tenth.

We’ve had a seventy five percent conversion rate, Abby. It’s wild. And this is, like, hold on. It’s homesteading niche.

The the webinar was on what about canning. Let me see if I can pull it. What I have seen though is, and I don’t know if you’ve tested this out is, and this was, like, kind of shocking to me when I personalized it, was that the shorter webinar registration pages have wild wild conversion rates. So, so yeah.

No. And last month, we did a webinar. The the same audience, we did a webinar on on rotational grazing again. You know?

That was, like, a super niche topic, but we had, like, a fifty, sixty percent sixty percent reg registration rate. And these are ads and the cost CPLs were also really low for them. Yeah.

So it could be niche specific as well.

But but, yeah, that’s, like, the most recent data I have.

Okay. Yeah.

I mean, I’m I tend to do long long form ads and then, like, a medium form, opt in page, but maybe I need to test the shorter opt in page.

Yeah. So I would highly recommend because this was really shocking to me as well was, like, their ads are like, I write their ad copy, and I did do a longer story based ad that I tend to do and but, the shorter ones way outperformed.

And then also this the registration page because we split tested both a long and a short one for this was the webinar on?

This was in February. Yeah. So that was, I think, a webinar on seed saving maybe. So, but, anyways, point being, the shorter one won by a huge margin, and since then, we’ve only used the the short one.

And that you know, like, literally, that is headline, timing, and what they’ll learn and then, you know, and an opt in form. Let me see if I can pull it up, actually. Would you want us to take a look at it? I could look Yeah.

Yeah. Go ahead. Okay.

That was, like, really.

Yeah. Because, like, last year, I had pages converting at, like, seventy, eighty percent. And it it’s yeah. I don’t know. I don’t know what’s going on.

If it’s Yeah.

I think maybe I’ve just gotten worse.

No. No. It’s just that, you know, I think this is what like, so this is like a webinar. I I mean, this was like Oh, wow. Okay. That’s it. That’s the page.

Mhmm.

It’s like And literally, we talked about manuals or anything.

No. I was like, you know and even nothing about, like, so I I tested this against the page, not not this one, but when we were running the test to see what the log would outperform short was.

So my the the test version had a brief bio section about the, you know, the client and then, of course, testimonials as well. Nothing.

It was, like, so cool. Like, literally, like, it made no sense for us to play with the longer version.

So it’s worth testing out.

Depending if other people have copy reviews, would you mind looking at the option page for my webinar?

Sure. Yeah. We have time. Okay. I’ll grab it. Cool.

Yeah. Because I kind of my instinct was that it needed to be a bit longer because, it’s a sophisticated market, so I felt like I need more social proof, because it’s teaching entrepreneur like, course creators how to set up a profit evergreen funnel.

Mhmm.

I feel like if it’s a sophisticated market, you need less information because they already have a lot of information. Like, maybe you need more technical, like, information, but I’m not sure it necessarily needs to be longer.

But, like, in terms of, like, social proof, and stuff.

No. Because I just feel like there’s so many out there. Like, I see so many ads specifically saying I could have a good funnel, so I’m kinda like, how do I make this look different? But I’ll I’ll show you, and then you can yeah. If I need to, like, scrap half of it, that’s fine.

Yes. A thirty percent conversion rate. So if I could, like, double that, then I would two x my ads then, so I’d be very happy. Yeah. Okay. Put it in the chat.

Cool. Okay.

And sorry for being off camera. I’m pretty ill, so that’s why.

Oh, sorry. Here you are. Well, hope you feel better soon. Thank you. Okay.

You can be savage. Like, I just want to improve my conversions.

I’m going to fax Tabby.

For your image wait.

Can you sorry.

If I I don’t know if you you can you have this picture on hand, but if you have your eyes looking to the right towards the text, it’ll help direct more people’s eyes to the title.

Mhmm.

I think I might do somewhere.

Yeah. I’ve heard that one as well, so maybe we’re swapping it out. It’s an easy easy fix. The the big thing that I don’t really know here, Abby, is that this is, like is this on demand? And I would also put the the boxes for name and email address right now here. You know? So Really?

No pop up?

Like, right now, I it says watch now, but I don’t know, you know, do I watch right now? Do I watch later?

So Yeah.

So yeah. Expecting when I click this button, I’m expecting the video to pop up. So after the email comes afterward, it’s like, oh, wait a second. How much more work am I gonna have to do here?

Am I gonna have to sell my Exactly my point.

Yeah. You know? Because I’m I’m clicking the button, and then I’m like, okay. Now I have to put my email address. Now do I have to choose a time later? I mean, I would just put name, email address, watch on demand, or something like that because watch now means that it’ll redirect you to, like, now you said, a landing page to watch the screen.

Okay.

How to sell more online courses.

Okay.

Also, you say go behind the scenes. Could you say, like, watch me create a day one evergreen?

Because, like, what does go behind the scenes mean?

Mhmm.

I feel like if they they’re watching you actually do it, that’s more compelling.

Mhmm.

Or if it’s not, you know, an over the shoulder kind of a tutorial kind of a webinar, then you may wanna kind of look at reevaluate this here because go behind the scenes means, like, you’re taking people behind the scenes there and helping them to see.

You could say, you know, learn how just, like, something like, you know, understand how to set up an automated funnel that’s built in for conversions every month. But what I would do is keep your take an excerpt of social proof and put it maybe to something like this. You know, sales are up by two hundred and forty percent from our last launch.

Have that as microcopy either below the CTA button or above it. So you could actually swap this out because you’ve got how to sell more this is a good promise. You could actually have, like, social proof here, then the name and email address and then the watch now thing.

Yeah. Now I’m thinking because I I’ve got a couple of good, like, results recently that I haven’t pop like, published yet. If I literally just had the headline and then, like like, seventy thousand last month, like, bullets of those kind of results. So then that’s literally it. Yeah. Yeah.

Yeah.

Because this isn’t working. I mean, I’ve been running it, this version, for, like, a few good few months.

And I would move this move this up further, so that people can see what they’ll learn instead of keeping it below. Ryze social proof, we could move Ryze testimonial further down.

Yeah.

You can hop off the live launch or, of course, to go every week from day one with and then go into what they would, you know, what they would learn. Learn the what do you what have you looked at your heat maps to see what’s happening there?

No. I haven’t I haven’t got it set up for new pages.

Okay. Publisher principle. I tried that.

Could it be possible? This is this is very catchy and very clever. They’ll show me your conversion secrets.

But is it possible that people are confused by the different CTAs?

Mhmm.

Yeah. I’m I was thinking, like, do the benefit focused ones, and then it opens up the pop up where they sign up. But if I yeah. If I’m just gonna get rid of the pop up and just have the email address, then I don’t need any of these buttons.

Yeah. And I would I would so this is another thing that we and this would vary from audience to audience. But to know at this point, one of the things that we’ve tested with, you know, quite a few audience niches like therapists and, you know, astrologers, homesteaders is, keeping the same call to actions where the page is shown to work better.

Okay. Because I used to do this earlier. You know? And I still do it for, you know, a few few clients where people kind of associate it with their brand, so that’s fine. But if you’re running ads, these transfers, these are people who would be new to your brand. They may not even know you that well, so you wanna keep it consistent.

Yeah. Okay.

Because I I I really like this too. But, one of the things, Abby, is, like, I would wanna know how refreshably short this is.

Is it twenty five minutes? Is it forty?

Like, what is short?

I think it’s, like, fifty minutes, so it’s not that short. I just know that there’s, like, friction around the neck. So I was like, oh, I just stick that in.

Yeah. Just go with, like, in the in the time of my master class. So or, actually, let them know that it’s fifty minutes, you know, so people can plan accordingly.

And I haven’t seen the master class, but I feel like all of this, I feel like your audience, especially because you you have a sophisticated audience, chances that they’ve heard this. What we wanna look at is what have they not heard that you’re talking about. So leverage the principles of live launching that drive the highest conversion rates without not actually having to go through the nail biting stress of live launching or receive your audio pretending you’re live. I have you know, I’m like, will you be just telling me about using Deadline Funnel, or would you be telling me about using, you know, oh, use a webinar?

Yeah. I mean, like, a lot of people still don’t know about Deadline Funnel.

Like, I’m finding that, yeah, they’re sophisticated in the sense they they buy a lot of courses and they, you know, they’ve they’ve tried going evergreen, but, actually, like, I’m always surprised by how little they know about, like yeah.

But, mate, yeah, I I think I’m kind of, like, I’ve been pulled between two audience because I, like, I don’t know. I don’t I feel like if I make it more advanced, then I worry I’m gonna lose like that. I just yeah. I’m I’m stuck really because it is like the main one of the main selling points of the program is it’s a lot of, like, very comprehensive copywriting templates, which means my audience is gonna be DIY ing.

So if they’re still DIY DIY ing, then they can’t be that advanced is my theory. But so yeah. I’m like, do I need to make it simpler or more? Yeah.

I don’t know.

You could still speak to the same audience. I just feel like we just need to dial in on the to on the vaccinations, so to speak. Yeah. Because I feel like right now, these and also for you to kind of get really clear on who would be the perfect person for this.

So if they’re DIYers who may not know that something like Deadline Funnel even exists, then we need to pique their curiosity Mhmm.

About that. So leverage the principles of live launching. So maybe you could say leverage, you know, the the urgency of live launching without the nail biting stress. So people know that, oh, I don’t have urgency. How would I have urgency as a dead life funnel maybe?

So I feel like right now, this feels this feels generic because create consistent, sustainable cash flow. They’ve heard this a million times, but what is this? You know? Because every component of your funnel is engineered to convert.

What are we really talking about here?

Mhmm.

So create consistent sustainable cash flow because, you know, by leveraging a little known element of your funnel or an often overlooked element of your funnel depending on like I said, I don’t know what’s in the master class, so I’m just making things up on the fly here. But point is we need to really dial into exactly what would they be walking away with.

Mhmm. I mean, maybe you could even, like, instead of doing benefits, focus on what other people are doing wrong. Like, don’t call them out for it, but say, like, you thought this is the answer. Nope. You thought that was the answer.

Nope. That’s not the answer.

And then maybe put benefits later. Or don’t even put benefits. Just, like, show all the things that they’re doing wrong.

Mhmm.

Yeah.

Or you could use a self identify section and say This is for you if you’re tired of you know?

Or, you know, if you’re tired of launching live, you’re tired you know, you could just kind of use something like that there here instead of the the outcomes.

And I would take this and turn this into a headline maybe because and move your bio further down depending on what your ads look like as well.

And see right here, it says get instant access.

So we wanna kinda look at highlighting that here as well because it’s Also it’s not I’m sorry. Go ahead.

Abby, these testimonials are really long. Can you pull out, like, the, like, the bolded parts, like, the most important part, and then put them all on the same, like, screen together with their image?

Because I I feel like you could it’s it’s hard to read because there’s just a lot of text here.

Mhmm. Mhmm.

Yeah. Yep. Or you can make it, like, a pop up. Like, put, like, the main information there and maybe, like, link it to a case study or something so they can Yeah.

I think so.

I’ll just, like, fill out the results and get rid of the do do you think I should just get rid of my bio as well?

Is it like to Do you just keep it at all?

Do you talk about who you are in your ad before they reach the page here?

No. I think, actually, I do one of them. But, I mean, the whole my whole top of funnel needs a revamp.

Yeah. So if you’re using that in your ad and, you know, then I don’t I think you could easily get rid of this because you’ve got plenty of social proof as well.

Yeah. And I would definitely I would definitely redo the opt in page and test. You should test it out. Run ads to a shorter version, run ads to the longer version, and get your own data.

Mhmm.

If I were to if I were to kind of redo this and test it against a shorter version, it would just have, like, headline and either core outcomes or, or in all seriousness, the self identify section.

So, that’s it. That will be my my registration page.

Okay. Yeah. I’ll give that a go. Thank you.

Welcome. Does anyone else Nicole, Naomi, do you have any thing you’d like me to take a peek at?

Not really. Not this week.

Alright then. If that’s it, then we can all sign off. Or if you have any questions, let me know. Alright?

Nope. Alright. Thank you. Okay.

Okay. Thanks so much everybody for being here. Thank you.

Thanks, Brenna.

Bye. Thanks. Bye.

How to Create AI Personalized Videos at Scale

How to Create AI Personalized Videos at Scale

Transcript

So today, I wanted to get in. I’ll share my screen. I’m gonna talk about, personalization, the the strengths. Let me just start my screen first.

I’ve had a lot of fun the past week or so. Just I don’t know if you can oh, wrong one. Sorry.

That’s the share. There we go.

There. Everyone, can see it?

Yep. We’re good? Okay. So, today, we’re gonna go over, introduction applications, the importance of personalization.

There’s a lot of really interesting studies out. There’s a lot of data on this, on why we should be using this. Then I’m gonna sort of highlight the the high level process overview on how it connects to Zapier, your CRM, so you can start automating this stuff. It’s not as complicated, as a lot of people think, but there’s also a lot of limitations to it.

It’s not quite where we want it to be, but where it’s at, you can do a lot of cool things. Then we’re gonna talk about script writing and, really, your role as a copywriter, what clients are gonna expect from you, and how you can really leverage this opportunity to make more money. Right? There’s there’s opportunities to build out funnels.

There’s opportunities to look at the client’s funnel and really determine, you know, where where lies the opportunity for personalization, write the script for that, then help them produce the video so you there is money to be made. Just to let you know, in the past week while figuring out and learning the opportunities, I’ve sold these to clients. So I’ve made about fifteen grand, just doing these videos and incorporating them in their workflow. So there is a need for this, definitely, and I’ll walk you through those as well.

Measuring success is gonna be a big one. The great thing about these these personalized videos is that you can link it, especially if you you look at the sales funnel and you’re like, okay. Our goal is to increase conversions rates. You have a metric, so you have a you you can use that as a benchmark.

You now know whether this works or not. So you have your control, and then you can work to beat it as well. So there’s a pure direct response. This stuff is is measurable, which I like.

We’re gonna go through some inspiration examples. There’s how small businesses are using it, how copywriters are using it, and then how a lot of the big players are using it. It’s not just the voice personalization, and there’s a lot of limitations with that. I’ll I’ll show you what I mean.

But they’re also doing it with image personalization, which I thought was really cool because you can truly automate that stuff. So we’ll cover that.

Limitations.

There there’s a lot of limitations.

Stacy, I know you used HeyGen. I’m I’m not impressed with it, to be honest. I tried a few things on that. I’m not, I think there’s better options. Available tools, all the different tools that you can you can use, and then we’ll go ahead and we’ll start with, QA. Is there any questions now? Everyone, we’re we’re okay to move forward?

Yep. So, k, we’ll talk about personalized video. So what is it? In a nutshell, it uses artificial intelligence to tailor and personalize content that you’re creating, and there’s different things that you can you can use to, to target with AI. You can use it for onboarding. You can use it for churn reduction. You can use it to increase sales, customer service, loyalty.

Year in review, you’ll you’ll see that Google’s using these for, Google Photos where you’ll say, you know, here’s your five years in review, and you’ll get these nice snapshots of photos that are going on. Bill explainers, Bell Canada is using this now. When you sign up for Bell Mobility, you’re getting a personalized video welcoming you with your name, with the bill date and the sort of a walk through, and, of course, engagement as well.

I wanna talk about, like, why why we should be using this. McKinsey and and company just came out with a study.

It’s it’s, it’s crazy when you think about it. Forty percent more revenue. That’s what companies are generating by incorporating personalization.

And it’s not this, you know, high end personalization that we’re we’re a lot of people think, oh, you know, small business owner, I can’t do that. No. A lot of this stuff, you can you can implement in house, and a lot of it is you can automate it with simple tools like Zapier and recording a five minute video.

So keep that in mind as we go through the process, and and, that’s a big reason why. You’re gonna make more money, bottom line. So how does it work? Here’s a quick sort of high level of the the process.

Starts with your trigger. So in this case, I just used a Google Sheet, but this can be your CRM. It can be a web form. It can be a bunch of options.

It goes to the tool that you’re gonna use to generate the, the video. In this case, I used Hey, Jen. Then you have a delay because something to keep in mind for these videos is I wouldn’t recommend using it on a thank you page because think about it. Because if if people want personalization, but it has to be legit.

So imagine if you you purchase something, and then you’re on a thank you page, and then you hear your name. You’re gonna know it’s fake, and then you’re gonna know it’s AI, and that sort of removes the the the personal aspect. The analogy I use is imagine, you know, someone writes you a personalized handwritten letter, and then you find out the secretary wrote it. Yeah.

It’s it’s not quite the same. It kinda takes away from that. So there are instances where you wanna use it. In this case, there’s delay.

By using the delay, it seems more natural. And there’s other things you can do to make it more natural, but that’s that’s why we have the delay.

Then in this case, it goes to Hey, Jen. There’s a shareable link that’s created, and then you can send it back to Zapier, and then you can send it through your email client, whichever you’re using Mailchimp and whatnot.

How it works is when you’re creating this stuff, first, you identify the opportunities. You’re gonna look at the client’s sales, sales funnel. You’re gonna look for opportunities, like, you wanna increase, like, your no show rate, your lifetime value, and then you’re gonna design or write a script around that with the goal of let’s say your goal is to decrease no show rate. You’re gonna write a script to achieve that, and then you’re gonna deliver that personalized video at that point in their sales funnel.

Once you write the script, you record your video. This is a very generalized video, and I’ll I’ll give you some examples.

So in our case, we’re we’re testing this now for discovery calls where and I’ll I’ll I’ll walk you through this. So a client schedules a discovery call. They get a personalized video from me. It’s like, hey, Chris. Thanks for scheduling the discovery call.

The name is changed at the beginning and the dates are changed, but everyone who schedules a discovery all discovery call gets this personalized video. And then I ask them to complete a survey underneath. And they complete the survey, but the goal is to qualify them to move on to the next step. So that’s really how we’re using it.

Then what you do is you record the video, you incorporate, you choose the tool that you want. Hey, Jen.

There’s, there’s a ton of them I’ll go go at the end. There’s one that’s a good deal for thirty nine dollars, but you have to and it is a lifetime deal as well, but you do have to test it. The quality is kinda hit and miss.

Then you set up your automation. You link to, the CRM or the tool that you’re using. Put in a QA process. Do not send these videos out without reviewing them because there is a a not all of them are are they sound robotic.

Sometimes there’s a mismatch with the when you say the client’s name. So be make sure to check them before you send them. And then, of course, you just distribute it through your, your email client. So go to the next step.

So your role as a copywriter, this is the this is the opportunity or the way to look at this AI personalization and really how to make money.

You wanna start by looking at your your client’s sales funnel. If they don’t have a sales funnel, upsell it and map them out and and have them purchase one from you. Here’s an example of a, a sales funny funnel for a coach.

So we’re looking at this right now, and we’re saying, okay. There’s a there’s a lead magnet. There’s a thank you page. We’re not gonna use it on the thank you page because I just don’t I don’t think it’s it’s personal.

K. They click to book an appointment. Perfect. I would I would insert something here where once they book a calendar appointment, I would send a personalized email saying, hey. I look forward to meeting you, and then asking them to fill out a survey, and that’s gonna qualify them for the next step, the application form. So that’s where I would incorporate the personalization in this stage, and then it’s also aligned to a metric.

And because it’s aligned to a metric, you know that it’s gonna work. Right?

Here’s what we did for ours, which I spoke to you about. This is our funnel, our lead gen qualification funnel, where we incorporated it during that qualification and the discovery, call phase. So now we know if this is gonna work or not, and then it’s it solves a problem, and it achieves a specific outcome. So that’s the way to look at it.

Once that’s done and here’s here’s how hopefully, you guys can hear this as well. Let me know if you can hear this when I play it.

For tour discovery call March ninth. You can hear that? Okay. Perfect. So this is, the same this is what we set up.

So it’s a simple Google Sheet, and it’s the the name, email. I just use my email as an example.

Date, time, and then also the client’s website. So all AI needs to know is this information. It’s a general script. It says the same across the board.

It just plugs in these different times. So here’s the first one. It’s ten AM. I’m just going through your website now, and I do have a couple of questions.

If you can do me a favor, click on the button below, answer them for me.

I’ll review them, and then we’ll discuss during the call.

Thanks again on Watermelon.

I’ll talk to you soon. Bye bye. Now you do have to be careful. I left that in intentionally. You notice at the end I said Watermelon.

That’s where I said AI is not perfect. Because one of the things you do is is the tricks is when you say your script, you could say, hey, watermelon. Thanks for discovering, thanks for scheduling a discovery call. So just make sure because it doesn’t always pick it up. Just a heads up. So this is an exact same script.

It just changing the name on this. Play that.

Hey, Chris. Look forward to our discovery call March ninth at ten AM. I’m just going through your website now, and I do have a couple of questions.

If you can do me a favor, click on the button below, answer them for me.

I’ll review them, and then we’ll discuss during the call.

Thanks again to Watermelon.

I’ll talk to you soon. Bye bye. Again, the Watermelon, so be careful. They they click on the the form, and then I’ll use that as a qualification if I want them to move on the next step.

And like I said, that aligns with this process. So if you do get out into automation, think like that and and look at it that way. That that’s important.

For For the script writing, this is where we can have some fun at copywriters, because it’s all about it’s all about proven frameworks and formulas. Right? And I I gave two examples.

I’m not the best actor, so, you know, ignore the If your local business is getting lost in the online shuffle, then our GMV optimization service will make you stand out, not only drawing in more qualified leads, but also more customers so you can stay ahead with So this is the if this then that formula on that. So you can help clients with that. This is the exact same formula. It’s just a different I’m just replacing the name at the beginning here.

Oops.

Hi, Chris. If your local business is getting lost in the online shuffle, then our GMB optimization service will make you stand out. So same script, just changing at the names at the beginning.

You’ll notice that there are different when you hear that at the beginning, and I’ll get into the limitations, you’ll notice that the first one, you can’t tell. The other one, you could kinda tell when they they shifted the name. So just be conscious of that.

Here’s another one where we just use problem agitate solution. Again, two different customers. I said the same started How do we stand in local search results can leave your business invisible to potential customers every day that your GM beat. And same process here.

Hi, Chris. Probably a stand down local search results can leave your business invisible to potential customers. And So how you wanna use that is, but you look at formulas when you’re writing your script. That’s that’s there’s tons of value in that.

Think like a video sales letter script as well. Have fun with that. Just make sure it obviously sounds natural. That’s that’s an opportunity for you.

Getting back to metrics, you wanna make sure again that you align that these these personalized videos to some type of metrics so you can show that they’re working. Right? A couple of ideas of big one is, of course, your your customer lifetime value. You can offer personalized video as an upsell once they become a customer.

E ecommerce is a no brainer. You know, they’re looking at a product you can offer, and I have some examples of this as well. Increasing no show rates, we actually sold that one this morning to a dentist.

So that’s a big problem, especially in in the dentistry space and Invisalign as well. So we’re doing a personalized video from the dentist, sent the day before and then text the day before, just inviting them, letting them know he looks forward to the consultation. So it has a clear goal, and it’s measurable as well. Conversion rate is a no brainer, and then your cost per acquisition. And you’ll get a lot of these metrics when you go through your sales funnel. Just the the the main idea is to make sure that you align them so you know what’s working.

Let’s get into some inspiration examples. There’s tons of cool examples how people are using this. So this is a text personalization. I think these ones are pretty cool.

They’re not necessarily going for the voice, but they’re using a lot of imagery. I’ll just play this one for you.

So in this case, it’s Christopher.

And we won’t do all of them, but, essentially, what they’re doing is they’re using the customer’s name, and then they’re linking that to an app or something, and then they’re sending these personalized videos just to keep them engaged. So that’s really well done.

Another one is the, the video personalization.

These are pretty common right now.

So happy to have you as one of our members.

Great pick choosing your Together Grow health plan.

It’s stacked with benefits and perks you’ll love. Now let’s talk next steps.

First, you’ll want to create an online account.

It’s the easiest way to get quick access to all of your And these are cool because on for onboarding.

Like, you can just you can see the opportunity for these, especially as an onboarding process. And you can hook this stuff up to Canva and Zapier, so it’s not it’s not that difficult, to put together. This one is probably one of my favorites. This is so we’re gonna work with a nonprofit to implement this. This is actually really smart, and it’s the goal the goal is to increase or let donors know, their their top donors, you know, where their money went, how they’re making a difference, and get them to spend more, obviously.

It’s so powerful, especially when you because as soon as he sees his name on the screen, it’s like it’s like the direct response days with the it’s personalized. You’re gonna open it up. You’re gonna pay attention. Right?

So you already have. That’s the first stage of beta. Right? You have my attention. So those can be pretty powerful.

We’re gonna incorporate those for nonprofit.

Here’s a a post purchase. Thank you.

Again, really all it is is For your Casey, thank you for your purchase.

And same thing, Jocelyn.

Jocelyn, thank you for your purchase.

And And that and she just goes in and talks about the same thing over and over again.

Thank you for your purchase, and congratulations for taking this life changing step towards beta health.

And that’s just, hey. Like, they they become a customer, they become a client, and you can use Zapier, and you can send that personalized video. It takes you two minutes to put it together.

As long as it’s delayed, the client would never know that that is AI driven.

Here’s some other examples of some scripts where I was saying how you can you can work with your clients on creating these scripts. Here’s an example of a video script. So this is a cold outreach, but it’s made personal.

Hi, Alexis. I’m Hannah, CEO of the BusyBeam.

I was researching businesses in the fashion industry and noticed your SEO score is twenty nine.

So she’s so in this case, they’re just replacing the entire script. It’s just first name they’re replacing, industry industry, and then, the number.

This one I actually sold for, customer Viveries to a client. Hey, Sam. Hope your Tuesday is going well. I’m checking in because you recently purchased our electric scooter.

And I wanna first say thank you. We really appreciate your business, and I’m glad you found what you mean. Sell this for, you could sell this to your clients right away, especially for if you offer any type of, GMB optimization. These these are a gold mine.

And, again, it’s the same script.

It’s really just, hey, what they purchased in first name. It doesn’t have to be complicated.

Here’s one for webinar follow ups. I don’t have an example. But if you’re holding a webinar, just after the webinar, you can, you can send these personalized videos. Thanks for attend thanks for attending.

I sold this one as well to real estate agents. You’re in Toronto, Adnan. Like, these are these are a gold mine for agents.

Oh, it’s not playing, but these are just, personalized walk throughs of the listings, and it’s really simple. It’s just first name, the neighborhood, and, the number of listings. So you can put these at scale.

Another one we sold for is the, the follow-up with, with buyers.

The unfortunately, the video is not the the sound isn’t showing right now. So this is something you can you can incorporate pretty quick too.

Other idea is share company news. So if you have a newsletter, you can you can start sending these out quickly. All it is is changing the first name, and then it’s making announcements, and they’re using the placeholders, which which you can link through your blog.

Of course, you can use your your fight, card abandon. That’s a a quick win.

Retarget warm prospects. This is another quick win. You could incorporate these into the CRM.

And, again, you’re you’re writing your script.

This is a good one. You upsell your premium products.

Again, writing your script, you can work with the client on this.

This one is the personalized this is one we we sold to the dentist this morning. So this is sending the personalized reminders.

Anyone who has a space any clients that you’re working within the space, especially in the medical space, this this is a no brainer. You could you hook these up and then they the these work we’ll we’ll let you know if it works, but it should. And we’re gonna send this over text and, email as well.

Let’s get into okay. So I went in and these are kinda cool. So we, I like these examples as well. So we went into the companies that are actually offering these these services. So I went and really subscribed. I wanted to see what they were doing, and how they were using it themselves. So they’re they’re obviously using it as lead magnets.

You put in your name, number, they’ll send you a personalized script. Now what’s cool is I got, here’s one of the examples. I got the email. It’s like click on the button. They personalized my name on the, the the title, the email itself. And then what’s interesting is they sent the personalized video let me let me open this up. They sent it to a chat channel.

So, let’s see if I can click this open.

Let me know if you guys can can you see the new screen?

Can you see that? Yeah. So what’s interesting is they they sent the video.

Shane.

How are you doing? This is Dave Dunn, CEO of Maverick. You know that part at the beginning of the video where it said your name? I didn’t actually record that. That was generated using AI with our platform.

So and then what’s cool is, like, hey. Let’s chat. But I can actually, hey. Like, chat with them here.

Right? So they’re obviously funneling this in through a CRM or something, or they’re they’re incorporating the text messaging. So that’s really cool. That’s that’s really smart.

Of course, the video I just played, the here’s another example of, a company that so, you know, hey. We’ll we’ll do your own personalized video.

Click on this. Same thing. They personalize it. Hi, Shane. Now this one was I don’t think I like this one.

Yeah. This was pretty cool. With different and different interests. So why do we think a one size fits all video works for everyone?

And how do we cut through the noise? After all Here, they’re just putting my name in certain places, which is kinda neat.

Not that there’s such a thing as an average person.

Using customer data, we can provide a better service, build deeper, more meaningful relationships, and address customers directly. Well, this is Christopher. I take it you’ve all heard about Jeff. Don’t make them aware Hey.

Hi, Shane. Hi, Max. Oh, here it is. Hi, Shane. For your first bill. Can’t remind them.

Which I well, I think it’s pretty cool.

So let’s talk about challenges and limitations. So, really, the the play this one first. This is stuff you need to be conscious of. So here’s an example is forget forget about cloning yourself, and I’ll I’ll show you an example.

If you if you think you can clone yourself with AI and I put some of those up on the forms and people aren’t gonna know, it’s not gonna happen. You can tell it’s either blinking or the the voice sounds robotic. The best you can do right now so it’s natural, I mean, undetectable, is just use placeholders like the customer’s name. But even then, you do have to be cautious.

Here’s an example of it done badly. So this is why I say the QA. Watch at the beginning. Just watch his voice.

Good morning, Scott. I wanted to introduce myself. You see how that was, like it it wasn’t natural? You if my opinion that if you sent that to someone, especially, like, your first impressions are so important, don’t do that because people wanna know that it’s personalized.

Personalized is, like, a pretty high they they’ll feel cheated. Right? So just be cautious of that. That’s why I say to use the QA.

Here’s an example of my voice sounding robotic. So what’s scary is that Eleven Labs is a tool you can use, and they can clone your voice perfectly. You cannot tell it sounds just like me. But the problem is listen listen to the robotic tone behind it.

Hey. Tell me if you can hear this. Look forward to our discovery call on March ninth at ten AM. Just checking out your website now, and I do have a couple of questions.

Can you do me a favor and answer them below? I’ll review your answers, and we can discuss on the call. Thanks again, Chris.

So sounds like me, but you can tell it’s fake. Right? It’s robotic. And that’s the issue with using AI a hundred percent.

It just doesn’t work. It only it’s only working. I tested them all. It works if you use the placeholders with the name, but then, like I said, be cautious.

Here’s I tested it for the the video AI.

Here’s an example. So I got my I got my name right. I personalized it. Sound it sounded great.

Hey. I’m off to a good start, but this is how it sounded when I tested this video on myself to send it to a client. And this is the problem. This is pure AI generated.

Let’s play this. Hi, Chris. I’m Shane. Nice to meet you. Look forward to your discovery call, March ninth at ten PM. I’m just going through your website now.

And I do have a couple questions. If you can do me a favor and click the button below, answer them for me, and then we’ll review during your call. I’ll talk to you soon. Thanks, Chris.

So don’t don’t send that. Right? But that’s that’s the the standard that we’re looking at, if you do the pure AI. Now the tools that are out there, there’s there’s quite a few that you can look at.

The Behuman is gonna be the cheapest. That’s, like, thirty nine bucks a month. And, the you have a bunch of other options here, like your Maverick, your HeyGen. Test them out.

See what works. Senspark is another good one as well. You’re gonna need Zapier. For the most part, they incorporate, with Zapier.

Even the ones that say that they do, they’re they’re still doing a lot of glitches. Like, hey, Jen. There’s a lot of glitches.

But test them out. See what works for you. Most bang for the buck is be human, but the just make sure that the, the standards are there.

And that brings us to the q and a.

Yeah. Is there any any questions I can answer from anyone?

No? Yeah.

I’m just trying to Yeah.

I’m kinda wondering if and if you know this. Is there a way to, like, connect, any of these tools to, like, Instagram DMs?

Yes. Through Zapier. But it’s not but Okay.

You can, but test it out. Like, I tested all the tools in Zapier.

They’re either it’s frustrating because a lot of them say, they do integrate, but they don’t or they’re just starting. They’re not always they don’t always work as well as they should. Let me put it that way. Right? But in theory, they should.

Cool.

But, again I can definitely see a use case for this, like, just DMing prospects through Instagram and then being able to Yeah.

Just send them a video.

A hundred percent. Yeah. It’s like that personalization that you can scale that, and it’s what’s so cool about this is not to overcomplicate it. Right?

A lot of that stuff you can do in Canva and even just say like, Bell Canada is doing a great one. Just as soon as you put the person’s name at the beginning, you can do that in Canva, and you can automate that through Zapier. Right? The back end technology, I don’t know how it works, but you you can do that kind of stuff.

And then you have their attention. Right? And then you’re setting the stage to listen to the rest of the messaging as well. I’ll let everyone know how it goes for the test that we’re doing because we are we’re we’re we have clear we have a control.

We have benchmarks. We’re gonna we’ll see if this works, but I have a good feeling it’s, it’s gonna but, in in that case, of course, we’re looking to qualify. We wanna use it as a as a tool to for them to go to the next step.

Awesome. Thanks. Yep.

Any other, questions? Is there any does anyone plan to use this stuff now that you’re you have an idea on this? Any any ideas come to your mind?

I think the real estate example is a good one or even the dentist one where, I get a lot of real estate emails, maybe because I’ve signed up in the past or even from friends. But, if they’re personalized, I think I’m assuming the process would take them a little bit more seriously.

Yeah. Like, sign reach out to REMAX. Like, even start doing that an hour, right, and just pitch that personalization because it’s so ripe right now that people don’t realize how easy you can scale it.

And it just it it doesn’t have to be complicated, especially for the showings. Right? They’re they’re doing a lot of that stuff. Anyways, you just need the listing, the address.

That’s it. A couple of other features. And then they can do they already shoot videos real estate agents. So they already have the video.

And if you use this tool like SendSpark, you can just include a link to the video, and it’ll automatically scroll it for you. So then you just need to collect the the basic information in Google Sheet. Right?

That’s pretty impressive. In real estate agents, they’re everyone wants the same time. Right? Save time?

The dentist, of course, is would you charge for something like this?

Well, around I would charge around two grand depending on how involved. And if they’re are you upselling it to your current clients? Are they new client? Okay.

It, it depends. Like, gauge that yourself. But, you know, I don’t know what you would charge for an email. You could do you could charge, like, eight eight hundred bucks, a thousand bucks maybe for the email, which is basically a script.

Right? And then just are you gonna set it up for them in Zapier and negotiate that with them? And then, you know, you are they gonna shoot the video? The best the best I, found for the videos when I was producing it was, a camera or a phone as well.

The, the the webcam, I didn’t have that great a lot. For some reason, AI just can’t pick up the the voice as well. But on a camera, it did really well. It was smooth, and you couldn’t tell.

So I’m gonna use those for the discovery call.

Okay. Thanks.

Yep. Any other questions? No ideas come to mind for anyone? No? Alright.

If, yeah, if there’s no questions or anything is, if, if anyone questions.

I I have a comment. If, OpenAI’s new voice model is probably gonna change everything, in the next couple of months.

Yeah.

So I would expect that, in the next three to six months that it’s gonna be much more undetectable, and you’ll get voices that are much more emotive and natural sounding. Yeah. So I don’t think that’s gonna be an issue for very long.

There’s, you know, there’s stuff in development already, and I think that’s gonna change pretty soon. Another thing I mean, one thing that I’m working on, which is not it’s completely different than this. This is which is an automation focused thing, but, I have, in my software, I’m doing a client facing intake app that is AI where the client actually has a conversation with the AI agent. So it’s all it’s an it’s an auto generated conversation between the AI and the client to gather intake information.

So that’s a a pretty interesting thing too. So I think you’re we’re gonna see a lot more of that too, voice interfaces happening Yeah. Over, over the coming year.

Have you have you heard the the quality from, OpenAI?

I haven’t I know they they’re pretty much There are some samples online. Let’s see if I can give you the It’s not it’s that.

I know there was there were there were concerns about it.

So they Yeah.

Well, there, I mean, there are going to be because it is because it sounds much more realistic. There’s the link. You can listen to some of them.

Interesting. Okay.

And it only takes it needs only, fifteen seconds of audio to be able to to clone. I I mean, obviously, it’s gonna work much better with a longer clip to work from. Yeah. But, you know, that’s their their hype right now anyway.

It’s, so ElevenLabs I’m using right now. And ElevenLabs is, is really good at nailing the voice, but not the tone.

Yeah. Well, their their their voice to voice is actually pretty good for ElevenLabs.

Uh-huh. Yeah. That give that will will help you nail the tone, but that’s a com you know, that’s a completely different thing.

Yeah.

Interesting.

So is your is the tool that you’re using then, are you are you it’s gonna be you’re actually having a conversation then with the AI, like a voice conversation? Mhmm. Oh, wow. That’s that’s cool. That’s really cool. Yeah.

Interesting.

And then it collects your information, and then it just it it sends it to the information, brings it into the software, and then auto generates a whole dossier of documents for the marketing consultant so they have everything ready to go to start the project.

Oh, that’s cool. Do you, because I can think of a I’m sorry. My my brain is, like, I’m thinking of a hundred different ways that you could use that. So you could use that for, qualification. Right? Just information gathering.

You can use it for, yeah, for qualification. And and in fact, if you wanna do something, like that yourself, even, Typeform is releasing a an AI based, they have it in beta now.

I think you can sign up an AI based form system Okay.

That is, that is similar to that. I mean, mine is, you know, custom software, so that’s a completely different thing. It’s not like a Zapier automation or or something. It’s a it’s a it’s entirely different. But, I think you can I let me see if I can find that typeform thing because I think you would wanna know about it?

So it’s type so you would talk into it. I imagine then your it takes your voice transfer.

It’s a conversational agent. It’s like having a conversation with someone.

Is there any, has anyone done any studies on, like, people’s willingness to to talk to AI, like a a robot, if they’re willing to be open, especially in industries where, like, hair loss where it’s very there’s a lot of emotion. Right?

I wonder if, if people would still Here.

There’s the new thing from, Typeform.

Interesting.

Have you tested yours at all? Like, is it feedback on people using it, whether or not customers, get brand.

It’s in it’s in development right now, but when I start using it, I’ll, let you know. But it’s, you know, I think that I work with tech forward people, so I don’t think that they’re gonna have an issue with it.

Yeah. I guess it’s the use case. Right?

Like, how would they It depends on the use case.

Yeah.

Yeah.

And there are a lot I mean, there are a lot of call agents that are using AI for, you know, appointment reminders from doctor’s offices and dentists and all that kind of thing. They’re just using the voice only. Yeah. And it’s an actual voice agent where you where the they can it it calls you, and you can have a conversation with it.

Oh, interesting. It’s, which, which tool they’re using for that?

Well, you have to build software. I mean, you build a software application. There are AIs that you can use to to power it on the back end.

Yeah.

Let’s see.

Interesting. There’s so much.

It’s like it’s like it’s monitoring, like, how much Here.

Let me see.

VoiceAI agents, we’re gonna see a lot of them. Deepgram gram is the is a tech company that powers that on the back end.

Interesting. Yeah. You’re gonna see these popping up.

Oh, yeah. The this in the next year, you know, you’re gonna see a lot of this kind of stuff happening.

My gosh.

It’s crazy. Like, just as you get in you you get into the personalization, but, like, even even three months from now, it’s gonna be a whole different level.

Everything changes so quickly. I mean, I I tell people, you know, don’t don’t invest anything in AI unless you can make your ROI within thirty to sixty days because it’s gonna be obsolete.

That’s smart. Yeah. We had a the dentist we spoke to this morning, he wanted to do all this crazy stuff. I’m like, just honestly call call the day before the consultations.

There you go. That’s gonna have you could have just much impact than investing. Because he’s watching YouTube videos. Right?

And everyone’s making up these extraordinary lies, basically.

Mhmm. And what what you’re gonna see, Shane, is people taking this technology.

You’ll see you’ll see software companies in, niche markets that are taking this technology and building solutions Yeah.

That are tailored for that particular market and, you know, really solve the problem elegantly for that specific market. I think that’s what you’re gonna see a lot more of. Like Yeah. Somebody that’s, you know, making the the ultimate, you know, appointment reminder system for medical offices.

Yeah.

Right? And it has to be compliant with all the HIPAA and all that kind of stuff. So Mhmm. There’s, you know, there’s a lot of specialized opportunities in niche markets to create, you know, products that use the latest AI technologies to improve things in that particular market.

Yeah. Yeah. We did that we did that with a couple of doctors we have, in HIPAA. Canada is a bit different. There’s there’s not HIPAA. It’s through the college.

So if there was a niche those are just normal chatbots. In the US, it’s to qualify based off insurance type. Mhmm. But it’s, but this is a whole different level. That’s a and that was cutting edge, like, two months ago.

Yeah. Yeah. It’s just it changes so fast. It really does.

I mean Oh, where is this world coming?

Pretty soon we’re not have to worry about this, though, because we’re gonna have AI doing this stuff and figuring it out for us. Right?

Well, that’s, yeah, that’s already happening too. Although, it doesn’t do the greatest job. But yeah.

Did did you the the engineer one, though, that was taking projects on, Yeah.

That’s Devon. Yeah. It’s it does that. And but but but now they’re now there’s Devon, but but in the last you know, in the week after Devon got released, there were open source versions of of Devon that are already out. So there’s Devika. That’s a female one. And then there’s, there’s OpenDevon, which is an open source one, and then MIT just released one, yesterday, I think.

Oh, wow.

Yeah. It’s a fire hose.

What, I’d be interested to know your, like, your take on because because I I’m coming from an entrepreneur’s perspective. Like, I know you I’m you do a lot of things like you. So I see the opportunity, in a lot of things that aren’t necessarily related to copywriting. But where do you see from, you know, it affecting copywriters five, ten years from now?

I mean, I think that AI will be able to write as well, you know, as as top copywriters within a couple of years. I agree. I really do.

Right now and, you know, a lot many of my client my clients are all marketing professionals and ninety you know, I I think, like, ninety five percent of them have professional copywriting experience. So right now, the AI can write solid first drafts.

Yeah. It it you know?

I mean, chat g p t and people doing it on their own, the first drafts are gonna be lesser quality.

If you use, you you know, the the first drafts that you get from my service are gonna be much better than what you would get just working on your own.

Mhmm.

But, that’s going to change, which is why I’m, you know, looking forward. Okay. Like, what’s gonna happen? Eventually, the AI is gonna be talking to the client and helping the client solve the problems, and that’s why I’m already, you know, working on development of that on the back end. It’s like, how can I how can I clone myself digitally so that I can, you know, delegate as much as possible to my AI assistant, and then I can just come in and do the things that are more nuanced and that require my expertise and experience, to, you know, take it across the finish line?

Yeah. We did that because I I do affiliate marketing and the I’ve I’ve cloned myself basically and delegated that out. So same Mhmm. Same thought process.

Mhmm. It’s interesting because if you use perplexity a lot of these search engines and you ask it I got you ask AI, will it replace this field? It’s getting if you look at the where it’s getting its data from, these are people who have a vested interest in it not.

Right? So you’ll say, no. It won’t replace copywriters. But when you look at the source, it’s a copywriting website.

Right. And it’s not yeah. It’s it’s you have to consider the source. It is. It’s it’s all the information online.

So, you know, you have to vet the information, which is what Yeah.

You know, I tell everyone that uses my software. You’re the expert. This is your assistant. You’re the one that has to vet the work that you’re delegating to your assistant.

Yeah.

You know?

And, you know, I mean, I have perplexity integrated into my app, and it does research within the app.

One, aye?

I have no luck with it on my app.

App. Yeah. Yeah. It’s fantastic.

Yeah. That’s good. Yeah. It’s it’s so, it’s just interesting to see. We really, like, have to adapt not only marketers, but copywriters direct response. And there’s something called I don’t know if you heard about it. Quantum, marketing is the next thing they’re they’re talking about using AI to generate unique personalized content at every single touch point.

It’s like next level.

That’s the next level.

Hyper personalization. Yeah.

Yeah. You heard you know, it’s it’s just like I’m like, what? Like, where are we headed? This is, like, this is mine.

Know, there’ll be what what you’ll see is a you’ll see a backlash against that, and you’ll see certain people who want, you know, the the nostalgia of the handmade. You know, they want something that is a hundred percent human. You’ll see an anti AI movement. I mean Yeah. It’s, you know, it’s wild. It’s a it is a wild time we are living in.

This is a this is a It is.

Right?

History in the making right now. We’re at an inflection point in history.

It’s pretty wild.

Though. You know what I mean? No. No. No. I don’t think it’s scary. Yeah. Yeah.

There’s there’s so much that you can do that. But it’s like, I’m I’m waiting to see how, how it’s regulated. Right? Whether they’re gonna because there’s a lot of fields that are gonna are done, and it’s just the only reason they would stick around is if we we put up the law to protect it.

I’m interested to see that how that’s gonna pan. Even book keeping is on the chopping blocks. Like, we I I have a full time bookkeeper, but about twenty five percent of their job now, I can use AI.

Mhmm.

And it’s, and soon, like, I talked to him, and he’s like, yeah. It’s not gonna like, this is pretty much you know, it’s math. Right?

Categorizing and whatnot. So it’s gonna be interesting to see how this goes.

That’s fascinating.

Yeah. He the huge huge amounts of things are going to be I mean, it’s everything’s changing. The world is gonna be completely different in five years.

Yeah. You need to learn this stuff, a. Like, what do you suggest then for, for AI? Like because I know you’re you’re knee deep in this stuff, like, especially with your your tool and whatnot. Are you just, like, at what level are you telling students to learn this? Like, at a very, you know, hey. Learn the software and the tools or a deeper level?

Like, what are you what are you asking?

You know, I don’t, I mean well, I don’t have students, so I don’t tell students anything so much. But, I I tell people to find things that they will get immediate return on.

Yeah.

You know?

What I what I what I hate seeing is people spending a lot of time building out things and making, you know, certain automations and writing prompts that are gonna be obsolete in Yeah.

Three to six months. You know? That’s something that I try to encourage people to, you know I mean, unless they get if if they get joy out of it or the pleasure of building something, then, you know, that’s one thing. But it’s also something that you have to really, you know, be considered about, I think. You know?

It’s a rabbit hole. It can be a rabbit hole. Right?

Well, it can be it can be a rabbit hole, but you just wanna make sure. I mean, people don’t know. They, you know, they they come up with these things, and they don’t know that when the model changes, their prompt is not gonna work anymore.

And the automation is gonna fall apart because the prompt stopped working. And, you know, there’s gonna be a new model in three months, and the old one’s gonna get shut down. And, And, you know, people don’t know all this stuff. You know?

Yeah. No. Especially the the the GPT fours. Right? Zapier just pretty much killed them with their their whole automation thing.

They have a direct integrate integration now, so I wanna figure that, I wanna do some stuff with that. That seems pretty interesting. But where do you know? Like, it’s like, what do you focus on?

What do you it changes so quickly. Right?

Well, that’s why I’d say if you find something that you know, whatever you can get immediate time to value on.

Mhmm.

You know? I mean, anybody, that’s what I, you know, I I add things in my app that people are using. You know? Mhmm.

I I want to give people the things that they are doing every, you know, every week, every day every you know, with all their clients, and they’re doing them over and over again. So here, click a button and get this. That’s gonna save you time. Click a button and get this.

This is gonna save you time doing your research. So find things that are, you know, that are repeated and high value and do that.

Yeah. And look for things that are, like, ever like, evergreen. Like, you wanna make sure that it’s not like, these personalized videos, the the technology may change, but they can still use that because it’s Zapier. You know what I mean?

Like, it’s still video is still gonna be valid.

Yeah. It’s just the execution of it is and and may change, and the technology underneath it may change. Yeah. So if you find, if you find a stable vendor that is working on that technology and has a software solution that will you know, that can do it for you and they have a good team, then you know that they’re going to stay up to date with what’s going on, and they’re going to keep their product, you know, up to snuff and and you can count on them as a vendor, then that’s great. But no individual person is gonna be able to compete with a software team that’s building a focused product to perform a certain function, if that makes sense.

Yeah. It does. It’s all about niche. That’s where that that’s where the GPT four is.

That’s Yeah.

So find I mean, even, you know, finding for AI in general, you know, I mean, Joe’s focus on specialization is more relevant and important than ever.

Yeah.

You know, specialization and relationships so that, you know, when people need that certain thing, they know that you’re the one to call on. You know?

Exactly.

It ties in perfect to the course too. Right? Because it’s all it’s it is really specialization more than ever. That’s where it’s headed. And that’s the how you’re gonna leverage the technology to support that. Right?

Mhmm. Yeah.

Because even, you know, even with all the knowledge and capability that AI has to do things, it does not have the the the lived experience Yeah, and the nuance of lived experience that an expert has so experts using AI is fire.

You know?

Yeah. That’s true. It’s like any some people use a computer, play games. Other people use it to take over the world. Right? It’s like just a tool.

How are you gonna So Yeah.

I know. I didn’t mean to look we’re yap yap yapping.

No. No. I I find it I know you’re deep into this stuff. I I’d love I love your your mind, like, hearing from you a lot better stuff.

So it’s I find it fascinating. I’m still trying to, like I know a lot about this, like, AI, and I’m using it in my business. I’m using it for clients. I’m making money from it.

But in the grand scheme of things, it changes so quickly that you don’t know it.

Yeah. You do. It just it is it is such a rapid pace of change that it is just mind boggling.

And, you know, you’re doing things that are giving you immediate return, so you’re good. But, but just always keep that in mind and know, you know, pretty soon I mean, it’s just it people aren’t going to think about AI as a separate thing. It’s just gonna be the way software works. It’s just in a it’s gonna be everywhere in everything all the time. You know?

It’s just people are prepared, though.

I don’t think I don’t when you talk to a lot of marketers and cooperators, they’re still they’re still thinking, like, what is like, it’s I agree with you. It’s gonna be our life. It’s part it’s it’s deeply integrated. It’s gonna be who we are in the in, like, ten years.

I mean, I’m old enough that I was around in the early days of the Internet. So, I mean, I’ve seen I’ve seen this happen before where everything was changing. Right? Mhmm. You know, the Internet and ecommerce and digital, you know, digital marketing changed everything. So that’s happening again only. It’s, you know, ten thousand times faster, and it has much larger implications.

Yeah. And it’s it’s it’s the opportunity. Like, a lot of people say SEO is dead. I know for a fact it’s not. It’s how it’s changed significantly. Yeah.

Which it changed I mean, how many times has it changed over the decades? You know? It’s changing again. Search is going to become different, and someone will dethrone Google. You know?

Oh, I’m I’m surprised. I don’t use Google.

I haven’t used Google in, like, three months because I did perplexity.

Came out. I that’s my go to. I use Google as an afterthought now. You know?

I find it cumbersome. I’m like, this is this doesn’t, like, it doesn’t answer my question.

It doesn’t Perplexity for the win, man.

Do you use the Chrome extension?

No. I I should check it out.

I haven’t called it out.

I mean, the all it does is you just click the little icon on your toolbar, and you type your question right in there. And it comes up in the little drop down window right in your, you you know, right there. It’s it’s just if you have a question on the fly, it’s super convenient.

We’re we’re optimizing for that now. We we it’s a search engine.

Thing. You’re gonna, you know, be optimizing for, you know, optimizing for AI instead of typical old school school SEO.

It here’s a tip. It’s actually pretty easy because it’s so new that it’s like the old days of Google to to get ranked was pretty easy. So they still haven’t quite figured it out right now.

So it’s actually it’s not that difficult, actually.

What are do you have any do you have any in inside tips and tricks on that?

I’d love to hear that.

A lot of the it’s a lot of it is based off your long tail searches. Right? Long, long tail searches. And it’s also a lot of it’s voice search. Right? It’s a completely different playing field, but focus on those, like, four, five, six strings. Like, those those long phrases, that’s what we’re finding works really well.

And and so you’re doing the the you’re doing you’re doing long tail phrases and then what?

Just your your basic optimization, but it’s all about the keywords. It’s about it’s about if because if you look at perplexies, if you you say your question I use voice voice dictate for everything.

But if you go to the bottom and you’ll see the recommendations that Oh, yeah.

Uh-huh.

Yeah. Look at those.

That’s telling me those.

Okay.

Interesting. And then pop those into Gmail.

Like the people also ask with the There you go.

And it’s and you’ll notice that if you go into Google, copy and paste those to see the searches, it’s not. They’re not. So it’s they’re using a different, a different algorithm. But those are those are, like, those type of searches, if you look at how they’re phrased, it’s like you and I talking.

Ah. Yeah. So it’s like a totally different niche. Yeah.

And but when you When you work with a client, do you go into and then search for their, like, a high level keyword for the client and then see what gives you in the in the follow-up questions?

Exactly. We use it. We don’t we don’t start like it. It’s not a normal keyword. We have our, like, generic term, and then we build off that. We just ask Mhmm.

Like, hey.

Normal So you just kinda go down the rabbit hole of perplexity and see what comes up and and copy those things.

Interesting.

Try that because you’ll notice that it’s completely different than Google.

Also, completely different. We don’t use it for clients, though. We use well, we use it for DIY. It’s one of them we do. But we use it for a lot of the affiliate because we’re finding, I I don’t I don’t know how Google’s gonna survive. I really don’t.

And I tried their what’s their version of AI? It’s garbage.

Oh, it’s so awful. It’s just so awful. It’s just so bad.

Yes. I was shocked actually how bad it is. I’m like, oh my god.

Like And then they chain they well, it’s bar you know, barred.

It was so bad. And then they changed the name of it. Like, the changing the name was gonna make it better. Now it’s Gemini. It’s still bad.

Still garbage. I don’t know. I don’t know. Well, this is awesome. We one final question I we get a jet is when do you how long do you think, AGI? You think we’re we’ll see it in our lifetime?

Know when, but, you know, I mean, I’m not a I’m not a data scientist. I’m someone who takes what’s available and finds innovative applications that are practical.

Yeah. So, so I can’t answer that question, but I’m sure it will happen, and it’s probably gonna happen sooner than we expect.

You think we’ll see it in our lifetime? You know, OpenAI apparently achieved it. Basic. Very basic. Well solve the math problem.

I mean, I think that, you know, language models, they don’t have the ability to reason, but they they do seem very human. You know? And they do pass a lot of the questions of the Turing test. You know?

Mhmm.

So I I mean, I can’t answer that, but I’m I think it will happen. Yes. I do.

I think it will happen. Trick. I used to ask at the end. I would say, do you understand what I mean?

So it re I found the prompts were better. I remember I asked it one time, do you understand? And it didn’t reply. It said, of course, I understand.

I was like, okay. I stopped doing that.

Oh, and perplexity. Before we go, perplexity, if you’ll notice that it’s actually, remembering it brought up information that was, like, five conversations ago it remembered. Just a heads up. Uh-huh. I don’t know if you’ve noticed that.

You know, they have a new feature now, and I haven’t tried it yet where you can add system prompt to a group that like like, you can create a folder or something and add a system prompt to your folder Oh, wow.

If you’re doing research on something. Yeah. I haven’t tried it out. I’ve been using the API since I’m I’m, you know, one of Yeah. Not very many people who has access to the the API with for for production use.

Yeah.

And, so I’ve been in integrating bits of it into my software. Yeah. And I haven’t been using you know, going like, actually going to Perplexity. I ask questions using the Chrome extension all the time, but, I haven’t gone to the site and actually tried out that thing with the new system, the new system prompt that you can add.

So check it.

I love it. I that’s all I use. It’s I it’s my it’s one of my favorites. So yeah.

It’s a great tool.

It’s just so good for research.

About it. Isn’t it mind especially research.

I’ve been telling people about it for, you know, ever since I mean, I don’t know, at least a year and a half ago or something.

But The hidden which is a long time in in AI time.

Yeah. Yeah. Wow.

No. Well, thanks. Yeah. I love I love talking to you. You you share some awesome stuff, so thank you. That’s awesome.

Well, I I always fun to see what you’re doing, Shane. So I’m glad I was able to make it today. Thank you very much.

No. Awesome. And does anyone have any question any other questions? I I know we talked for a bit, but any I will talk to everyone soon. I hope everyone has, there’s no snow. There’s lots of snow where we are, but I hope everyone has a good day.

You too, Shane. Thank you.

Thank you. Bye bye. Thanks again, Stacy. Thanks, Shane.

MTT Ladder-Prep Framework

Value Ladder Framework (MTT)

Transcript

So today’s topic is around value ladders. And like my favorite topics for these weekly sessions, it is something you can use for your business. And also for your clients.

So, something to really consider.

But we’re gonna dive in This is recording. So the replay, of course, will be available. If you can come on camera, please do so. Just so everybody can see you, feel connected, etcetera.

Okay. So today we’re we’re talking about something that is based on the value ladder. Now, most people are familiar with the value ladder, but it’s okay not to be. So I’m just gonna really briefly discuss the value ladder.

If you want to add anything more to it, to my really brief intro to it, then feel free to. This is a medium post on the value ladder. Click funnels is a really big advocate of the value ladder. Hold on.

I just wanna make sure that my audio is okay.

Good. Okay. Good. So the value ladder is really just a way to keep people coming back for that neck level of value from your organization, which usually translates into money.

And that can mean different things for different businesses. So value ladders are really common in, you know, training businesses, online, like courses, mastermind, stuff like that, and mastermind is at the top of those value ladders, but they can also be used for other things.

Ecommerce can do this to add incredible value to their customer base. If you, I’ve mentioned the book Super Consumers before, It’s a really great study overall in the whole idea of a value ladder for e commerce, really, and how to get people all over the place, to, to keep coming back and buying from you, not just buying more sweaters from your e commerce shop. But more of, like, let’s take you to the next tier of being an engaged shopper and admirer advocate of fan of our brand. So, although it can feel like a value ladder is all about let’s just, you know, get more money out of your existing customer base, sell them more expensive stuff.

That’s not necessarily what it’s about. Some people I think, like, click funnels might know if that’s to click funnels a little bit might often, you know, put out this narrative that can make it feel that way, but it really is how much, like, what do you wanna what how do you wanna use this? SAS can use this for upgrading people through it if you think of something like Stripe, which could move a business owner through a value ladder and a developer a different value ladder, bringing them further into this world of loving strike. That’s what we’re really trying to do with the value ladder.

Give more value. You charge more for it, of course. But those people who really want more, are ready for it. Now, one of the tricky things is, and what we’re gonna be talking about today is how do you prepare people for that value ladder.

How do you get your customers to even know about this stuff? I know copy hackers has struggled with this a bit over the years. Abby, I think you mentioned that at some point, you said you found copy hackers through, like, social media. You found one course and then you didn’t even know the other courses existed or something like that.

And I think that’s like, it happens. It happens to all of us. We at Copy Acres didn’t have an intentional value ladder for a very long time, much to the dismay of our ad agency. It was like you need a value ladder because ads are too expensive.

So it but it can tough. Right? Like, how do you share out your value ladder with people before they’re actually maybe even ready for the thing on that ladder. When you have the tripwire, which is usually the bottom of this value ladder, and you wanna get them into the seven dollar ebook or and then up to the ninety nine dollar a month community all the way up to the top tier, your mastermind or whatever that might be, how do you let them know that something’s coming next that they should be prepared for? And that can be a valuable thing to do. So that’s what we’re talking about today.

This ladder prep idea. It’s kind of ladder hype to get people hyped for what’s next, but hype sounds so hypey it doesn’t have to be. It’s really just like seeding, the idea that there is going to become a moment. There’s going to come a moment when you’re going to want more from us. Here’s when that moment is, and here’s what you can expect to do in that moment. So if you’re already familiar with this sort of approach, well done.

And if you’re not cool, we’re gonna walk through it. Now, this is meant for your confirmation page. If you’re going script a video, oftentimes for a confirmation page, or just the copy on the confirmation page. If, like, there’s not a video or even if there is a video, and also email copy again when someone has just become a customer of some form.

So they’ve downloaded your lead magnet or they’ve gone through different part of the value ladder, you know as the marketer, Hey, we’ve got this next thing in store for you. And this is the moment at which because it’s a seduce a seducible moment, this is a great moment to start seeding what comes next and how to know when the time comes to go to that next thing. So the value ladder is off to the left here. The m t t framework goes match.

Trigger teas. Okay? Trigger and teas can be interchanged. Sometimes you teas and then you tell them what the trigger is, Sometimes you tell them what the trigger is and then you tease that next thing. But let me walk you through this. So this is the value ladder kinda going in reverse starting with the cheapest thing here, and then we’re moving all the way up to the more expensive thing. This is based on a value ladder that Paul on our team just went through for, Evergreen webinar funnel training.

So I’m just taking exactly what, that layout was, like the value ladder for them. This have made up. But we can imagine how this might go. Right?

So we start with the free thing, the lead magnet. You wanna write this for your own value ladder or for your client’s value ladder, and this could keep going. Right? This is just an example.

It could go down seven rows or whatever. However, many items there are in that value ladder. So we start with this zero dollar thing just to get their email address. Then, of course, there’s a tripwire.

It’s usually called a tripwire. If that’s unfamiliar language, it’s the cheap thing.

Then comes a starter product or service. And then some intermediate or even sometimes this is the top tier. This is where it ends. It doesn’t have to end here, but it might. Right? So this is the basic value ladder.

Cool. What do you do with that? Not everybody needs to move up the value ladder. Some people are ready to jump the top of it, but we’re just trying to solve for how do we get people to start thinking about the next thing they should buy from us.

Not Ken. But should. We’re going to tell them that should moment. This is the moment at which you should be switching over to whatever that other thing is.

So we write this out. First, we match. So when they download the thing, when they just downloaded the lead magnet, then we match on the confirmation page and or on the confirmation email where we’re sending them the thing. Hey, you’ve just snagged a free copy of the No pitch webinar template we’ve used for some of our highest converting webinars.

Cool. We’re matching exactly where they are, staying enthusiastic with them. It’s a good moment. You’ve done a good thing.

This is fantastic. And then we want to trigger, in some cases, t’s, but usually it’s easiest to just start with the trigger, which is telling them what that trigger moment is going to be in their lives that will be a signal to them that it’s time to think of what’s next. So, hey, you’ve just done this thing. Cool.

Awesome. You’re great. Once you’ve filled in that template and used it just once, you’ll be ready for the next step in generating six or even seven figures with your webinar. This is the trigger.

Once you have filled in that template and used it just once. I know as a user that I have or have not done that thing, if I never fill in that template, I’m not really gonna be a good fit, unless I’m so ready that I’ll go around and look and start emailing you to say like, hey, how do I just get into your training?

And then comes the tease. That next step will be our thirty minute workshop. That’s this thing on how to run a webinar that is sure. Oops, sorry typo, to convert even if it’s second webinar ever.

But for now, and then you go back and tell them what to do now, head on into that template, use it, and then I’ll hear from you after you’re done with it. Or then you can send me an email when you’re all done, whatever call to action you might wanna do if you wanna do one. That’s really it. This tease is for the next thing in the value ladder.

So every time we see that tease, it’ll be for what’s coming up. And if there is nothing else coming up, then there is this for the final one, you just leave these two blank. So again, tripwire is, hey, so cool. You’re in our workshop on how to run a webinar that converts.

Fantastic for businesses like yours because it does all these great cool things that you already thought it was gonna do. We’re just matching that. Now we’re reversing it a bit for the teas and trigger. And said, we’re saying, and if you’re anything like me, you’re so pumped about this workshop that you’re already thinking about what’s next.

So we’re teasing something’s going to come next. And I will tell you all about that, but the trigger before you can unlock the incredible next stage, here is what needs to happen first. You need to see the slide. This is just a fascination that looks like this.

And then you, like, show them the slide. Some it’s a fascination. Right? It’s something for them to watch for.

When they’re actually going through it. That’s when you’ll know you’re ready. But for now, just focus on attending, putting this into your calendar or whatever that calls might be. Is this making sense?

Can you see how this works?

Can you see the value in seeding that next step? Or customers. Does that make sense?

Cool. Alright. So this is what you’ll do. You don’t have to do it today. It’s not like a thing we need to do But it is something that you should do if you are thinking about your value ladder for yourself or if you have clients who come to you and either speak the language of we have a value ladder, how do we move people through it, or they’re doing ads of any kind.

If they’re spending money on They probably have some top tier or higher tier thing to get people into. They might not come to you and say, like, Hey, let’s do something to walk people through our value ladder, but they come to you and go like, we’re spending so much money on ads. How do we get people to convert and how do we get our new our existing customers to do more with us. Right?

We’re sending emails and it’s like they don’t even know whatever, whatever, whatever. But they’re coming to you with revenue challenges, and they find that they’re also spending money upfront to acquire leads and retargeting to try to get those customers back. A really easy win is hey, I’m gonna script some confirmation page videos for you. I think you can hop on your phone with these scripts and report them.

Cool. We’ll do some emails as well. And then you’re already moving them along a path of being able to open especially if they have a sales team of any kind being able to open up those conversations with people without having to do, like, an excessive amount of work or even old work around opening conversations.

Okay. So that is the long and the short of it. Any questions? Anybody?

Do you feel like you could use this?

Yeah, I feel like it’s what I’ve been needing because, like, I think I shared my problem last week where I’ve got my five hundred dollar course and then nothing really happens after that.

I guess my kind of my thought is that, so in my course, I I teach the copywriting, the conversion piece. But I don’t I don’t teach how to, like, drive traffic to so kind of thinking about your lesson from last week as well with the quadrant. So that’s kind of in order to get them to, like, six figures, seven figures, the point where they could afford to hire me.

That bit needs solving. I I’ve never wanted to solve that piece because it doesn’t excite me or interest me, and it’s not what I’m an expert in.

But I feel like for the value center letter to work, I need do I need to solve that? Would that be a case of bringing someone in to teach it or any thoughts?

In I mean, in this case, it’s like how how important is the traffic part to your process. If it is important then That it’s not important to my process, but it is for them to get the results.

Right? Because even if their conversion rates are there, they’re not getting people in.

If they’re not getting people into their evergreen funnel.

Yeah.

To me, I mean, it feels like, oof, overkill, but I think I’d be lying to you if I said if it’s important to your process, you don’t need to of course, it is.

If it’s if it’s not your process, but in order to get people in, they’re never able to do anything. It’s like, but at the same time, you can consult on that. Just like in conversion rate optimization. Someone brings a CRO agency in and says, Hey, we need this funnel to convert better or this journey or whatever.

The CRO agency is only there to worry about that funnel. Then the company has to go, oh, crap. We need to get more trapped. In here because we can’t run a test with five people coming through this every day.

So I would consider for you, although it is an important input doesn’t have to be part of your process.

And then just cut it out if it doesn’t have to be. If it has to be, then I would say, yes. You have to find a way to solve those traffic challenges, which could just be having a really great VA that you can reach out to when you need to, who’s good at basic ads and, and, like, demand generation stuff.

I know that’s not great, but either find a way to pull it out of your process or, yeah, you’re right. You have to solve that problem.

Yeah. Okay. Thanks, Jared.

Yeah. What do you think about that?

Yeah. I mean, it was kinda like, I like my course as it is, and I don’t wanna change it, but it is, yeah, I mean, I do is a problem that used to be solved. And it’s also, like, in my kind of why didn’t you buy emails. It’s it’s been coming up that people are like, I don’t does this do I have to, like, post on social media every day to get this to work?

So, I mean, I have been thinking about bringing in, like, an art specialist to do just stay hour, like, master class or something in the course or in half an hour one or something. So I think this is kind of confirmed that probably is makes my sense if the next step is for them to hire me because then they really need to be making good money with the system. So Totally. Yes.

Yeah. Yep. That makes good sense. I don’t know if anybody else has any other thoughts on that, but, yeah, seems smart. Seems like the way to go.

Yeah.

Thank you.

Thanks, Abby. Anyone else? Any notes or thoughts on the MTP?

Framework and value ladders at all.

Are you using value ladders with your clients?

Nobody is.

Abby is the one person. I know it can be tough for SaaS and things like that, but I would like encourage you SaaS and software and tech. They have lead magnets. They have free trials. They have free tiers, and then they have more tiers to to get you up to that next level.

So it’s important to also bring that to tech as well. It feels really easy to dismiss it as if tech is some entity unto itself that no other business has ever matched or felt like comes close to, and that’s just like, not true. Like, not true at all. Once you actually get into these businesses, they’re they’re all money making endeavors, just with different ways there. Okay. Cool.

Sassy. Oh, that’s cool. That’s awesome, Stacy. Yeah. Nice.

Oh, sorry. For those who are watching the replays, Daisy just chatted out that Sassy, her, AI solution creates value ladder ideas. Very nice. Love it.

Alright. Any other questions or thoughts or anything you wanna discuss today? Business stuff. Yeah, Katie.

Can I just ask Joe, so you mentioned confirmation page and confirmation emails?

Is there any where like, I love this framework. I can definitely see myself using it for myself and for clients. So, like, I could also see it maybe like, two thirds of the way through the program that you’re kind of teasing, like, what the next program could be, is there anywhere else that you think you might be able to do the match teas trigger?

Yeah. No. I think that’s awesome. The one that I just wanted to focus on is that we use, which is those confirmation pages.

Yeah. So I’m sure there are lots of great ways to use it wherever you know someone should be getting ready for that next step or thinking about it. I think that’s a great call to use it in app or throughout training. Yeah. Nice.

And do you think the video component is, I just saw Stacy’s nurture email sequences suggestion think that’s really good to end. How heavily would you weight the video component versus just having that call on the confirmation page.

Yeah. I I wouldn’t. I I mean, I think a video is, if it looks like a quick easy thing to interact with, and you’re already feeling good about that brand and you know the person that you’re looking at, then you’ll be more likely to hit play on the thing and then actually pay attention, especially if, you know, captions are on.

But yeah, I we just do video all the time with this now, and for a little while now. So it really, I would just say test it out. Just try different things, try it in different places. Yeah.

I’m not sure how much people I don’t know. I don’t know about the written side of it at all. But the video Oh, okay. Yeah, is doing good things for us.

Yeah. I think.

Sure. Fun.

Alright. Anybody else?

Jessica?

I just asked about my specific offers for your feedback. Is that okay? Yeah. Love it.

Absolutely. Okay. So I guess when I’m looking at this, where I get tripped up. The first the first steps are fine.

I think of checklists, blueprint, that kind of thing. And then once the book is done, the book or a webinar, a paid webinar, you know, something like that. I think where after that where I’ve struggled with the client part, like, I don’t have client projects enough to validate the the higher tiers. So, for example, I start going okay.

Is the starter service for seasonal sales? Would that be more of a?

Audit, I’ve never had anyone ask me for that. However, I have had to do last minute seasonal sale campaigns with like the bare bones kind of promo, which would not be the top tier kind of service that I would like to do ideally. So there’s like that question with that level. And then my my other question with a higher tier service where I get to do their seasonal sale either full calendar year with everything that I’d wanna do before and after the promo.

And then eventually, like you had mentioned when I brought up the agency idea, doing their seasonal sale campaigns and everything, but then doing all the nurturing and all that in between.

So that’s where I it’s the higher tier stuff, I guess, where I’m I’m like, I’m not sure how to break this down.

Yeah. And I wonder about, like, for the value tier for you, if it’s like, if you wanna think about the ladder going up, Right? And it’s a staircase in the drawings. I don’t understand.

But, nonetheless, it could be so you’ve got the tripwire as your book or workshop or whatever, and then you’d have done with you likely done with you as an offering than done for you. But then I wonder if, like, one of the top tier ones And it depends on where you wanna take your business. I just don’t know that you’d break it down into the different products going up the ladder, like, the different services. I mean, like, packages.

But rather one tier is all of those packages, whatever package it might be, but you sell them into it.

You, like, seed that. Right? And then is the next tier if it’s done with you, done for you, and then that next one which could be teacher team or, like, fractional copy chief or something that’s more, like, this different level of service rather than different kind of, like, product or delivery. Does that make sense?

Yeah. I like that. Yeah. And I get actually people asking for that lately. So Oh, I’m sure.

Yeah.

Yeah. I think it was all the honestly. I think that copy hacker’s copy chaffing. I’ve suddenly, over the weekend, had an influx in hay, are you still copy chaffing?

So that’s awesome. Oh, okay. Okay. That’s interesting. Okay. That gives me some food for thought.

Thank you.

Yeah. I would just think about like getting to that place where the top part of it, the top tier on your ladder is something that, leverages your time better where you just get more money for your brain, which might sound silly. But that’s kind of what it comes down to.

Yeah. Yeah. Cool. Cool. Thank you. Bye. Yeah. Totally.

Anybody else have anything they’re working on? Bless you, Abby.

It’s that time of year seasonal allergies.

Yeah.

Alright. Cool. Well, if you don’t, that’s a okay. We can wrap up early. I do wanna talk about something else that, the coaches and I are gonna be meeting Sarah and the other coaches and myself this afternoon.

We have a new we’ve been holding off on bringing anybody else into Coffee School Pro.

We’re gonna be following a slightly different process less, bringing people in this whole, like, sixty day intensive out of the gate to people to a place where they’re making, much better money faster with better leads.

So That will be happening. We’re gonna run our first one at the beginning of April.

I would encourage all of you to participate in it. If you can, you have to, but we’re gonna be talking through a lot of, we’re gonna be introducing processes and vocabulary that new people coming in to Copyschool Pro will be using. So they’ll be talking about these processes. They’ll be thinking in this sort of different way that we’ll be teaching in, this accelerator, which is we’re calling it the intensive, mostly because we just own that domain. So we’re, like, post called the tenths of freelancer because I couldn’t come up with a name.

We’ll see. That might change.

So yeah, I would encourage you if you want to, if something that’s you’re struggling with is thinking through ways to make, it’s this thousand dollar a day promise, really, are you able to make thirty thousand dollars a month. If that’s not already happening for you, then I’d encourage you to take this.

And it’s included obviously with your, existing rates. It’s gonna be in addition to the existing CSP training. So it will mean like a lot of of paying attention to lots of different training going on at once, which I know is a lot and might feel overwhelming. And I’m sorry I don’t mean for it to be that way, but I think it’ll be good for, for our for anybody who well, for all of you because we’ll all need to talk the same way going forward. So we’ll share more about that going forward. But just know that it’s gonna start around April second. That’s a Tuesday.

And then we’ll, Yeah. Well, I’ll share more before that, but just kind of like put it on your radar. Cool.

Cool. That’ll be, of course, that’s okay.

Sorry.

I told I don’t wanna, like, hog your time.

Yeah, it’s, like, about a client.

So that’s all. I did wanna share a win about this client because it’s pretty cool.

So, yeah, I help them live large in January, and then took them on to the Evergreen Robin off on all. And it’s, like, the first time I’ve kind of got to properly implement day one at Evergreen. And we increased the conversion rates from five percent to seven percent going evergreen. So they’re now making, and it’s a, twelve hundred dollar course. So that’s exciting. They’re making lots of money.

But I I want to offer an optimization piece, and I’ve kind of I had set this up before.

But I’ve never I’ve never really, like, pushed it. I guess probably because I don’t feel good about the offer.

I don’t really know, like, what to charge and how to kind of set boundaries around it. What I was thinking it would be would just be to make sure I’m tracking conversions each week. And then when left, like, outstand spikes or anything or, the ultimate, like, page drops or just kind of keeping the copy like, fresh every few months, that kind of thing, like implementing survey responses.

And I was I was gonna charge like, the package I had was, like, two thousand dollars.

I don’t know if that, like, it made sense for my audience if, like, I don’t know. I’m just it’s difficult to increase price and figure out.

So you increase their conversion rate by almost fifty percent going from five percent to seven percent.

Right? That’s an almost fifty percent lift on that paid conversions.

Can I ask what you charge for that project?

Yeah, I charged fifteen thousand for the launch and then, five thousand to Evergreen. Okay. So it’s twenty.

Twenty k all in.

They made five hundred ninety thousand dollars on the launch, and then now they’re making, like, five thousand dollars a day. So they can afford it. Right?

No.

I think it’s gonna let you answer this panel by itself.

Yeah. If you already know, a good general rule of thumb is for performance retainers if you had a project up front.

Tried to get the performance retainer to be fifty percent of that project. So if it was twenty thousand upfront, ten thousand dollars a month to retain you to optimize this thing, for a minimum of six months.

Now I know that can seem you know, five times larger than what you had in mind. But this is a real business that has seen you get real results.

And it’s the right place to start.

So I would not do it for less than two thousand dollars. I mean, most people who most businesses when you say two thousand dollars, like, they think they’re not gonna get any of your time. Right? Like, what are you gonna do for two thousand bucks?

Like, literally, what are you gonna like, how much time do I buy of yours for that? Whereas ten thousand, I expect, okay, I would expect that I will get some form of return. You’ll report on it, and you’ll make sure that we’re happy every month. And that’s what you would deliver anyway.

Right? Like you’re going. To do those things.

So what would stop you other than what’s going on in your head? So probably just what’s going on in your head. What would stop you from feeling good about ten thousand? What would have to happen for you to feel good about ten thousand a month for a minimum of six months?

I don’t like I just I can’t get my head around charging that, like, at all. That just seems so much.

I guess, like, if I if there was proof that what I was doing was actually, like, doubling their ROI every month, then it’ll be different. But I I mean, especially because it’s, like, the first time I’d be doing this package, it just feels I don’t know. Like, I just I just, like, Did did you say the make in five go date? Yes.

But it’s yeah.

Stacy, I sent me this is it’s fair for you to pause on this, but I think, you know, That’s why you’re here. Right? Like, just I it’s not as easy as saying. Just push through it, but the reality really is. You’ve already delivered well for them.

There are if unless they’re an unreasonable group of people No.

They’re so great. Yeah. Okay. Then they just sort of pay me to do everything for them, but that’s, like, I don’t wanna, like, over stretch. I don’t know.

No. I would if I were you, I’d put together a quick, like, ten point max checklist of what that performance retainer package would look like So what are the things that they’d need to get that you would do? So I so when you say, I’ll refresh coffee every three months or whatever. Like, obviously, you wouldn’t message it that way.

But, like, that is a thing. So you’ll be looking at, like, just just quickly jot down ten things that you’ll do in the month for them. And each one of those is definitely worth a thousand bucks each. I would put money on each one of those being worth a thousand dollars each.

And if it’s somehow in your brain not, then maybe it doesn’t belong on the list, or maybe you just need to skip past the part that says this this is two.

People don’t pay money for this. I think you’re letting maybe some historical stuff in there about, like, people not paying money for things influence your future, which is there. That’s what we all do. Right?

But why wouldn’t they if they’re making five thousand dollars a day, if they are I’m assuming they’re running it like a business, not like a cash machine. If they’re taking money out, then you can’t do anything about that. But if they’re reinvesting because they see this incredible future of being able to pay themselves, a million or two million dollars a year, which you can help sell them on that future for them, then they’d be absolute fools not to do this. Right?

There’s did you see that Hermozy Instagram Hermozy where he’s like the I talked about this already. It’s really compelling, and I’ve seen people knock it off, and it’s really embarrassing.

This he shows you, like, his keys to his hummer. And he says, you know, it’s two hundred thousand dollar car.

If I were to say, I’m gonna give it to you for thirty thousand dollars. Go get thirty thousand dollars cash, and you can have this, go look at this on Instagram. He’s very good at storytelling.

You’d be out of your mind not to go find thirty dollars. Right? But you have but now you have to believe that the outcome is really worth it. So they just need to believe that what they’re investing in is worth the two hundred thousand dollars that, you know, that you want to have in order for a sixty thousand dollar investment to be worth it.

Do you believe you can make two hundred thousand dollars in additional revenue for them with this performance?

You go in believing that, write it on a piece of sticky note all over. Put it every freaking where. So you can only see a little bit of yourself when you’re in the Zoom call, and that’s like, you can you can make them two hundred thousand dollars.

They would be out of their minds not to pay you sixty thousand dollars for that. The obvious next ROI is there. So I don’t know if they’re helpful for you, like, me to showed it, you liked it.

No. If you need it, please.

Yeah.

I mean, because the other thing is, say they buy ski, they They since they started working with me, they hit million and they wanna hit ten million, like, in the next couple of years to sell. They have the courses like, they have the audience. They just, like and they’re having me right. Like, I’m the only copywriter they’re working with, so I encourage, like, there’s so much money there.

I just I’m just figuring out how to, like, tap it, and it’s kind of like, I feel almost like when I’m pitching them stuff, even though they’re saying yes, like, it’s just it just feels like, like, taking too much of their money, but, like, I guess that’s just a Can I offer another another perspective?

It’s also, like, it’s not just the time. It It’s also the money that they’re paying you. It’s also the fact that to find somebody else is a huge pain in the butt. Like, I have people that I work with, right, like my accountant, and, like, I’m not super happy with him.

I could, like, have some, like, like, I wish things were better. I’d like to have to go find somebody else and teach him all about my business and, like, do all of that work. Like, that’s a huge headache. Like you’re saving them the trouble of having to find somebody else to do that for them.

Mhmm. They’re just huge.

Yeah. Mhmm. Good point.

Yeah.

I think the money is just waiting there. Yeah. And it’s just a matter of You know, I didn’t go to this Thursday session with Kirsty on mindset, where it is about thinking bigger and really, like, get into it. I would I would. I I they’ve already invested twenty thousand dollars.

They’ve already invested fifty thousand dollars.

Like, since October. Like, I know the buddy’s there.

It’s just Alright. You know, that’s tough.

You’re done. I’m cutting you off. Okay. It’s obvious. No. No. I’m just kidding.

No. No. Please. I hope everyone enjoyed my episode of Abby’s got money mindset issues.

That’s awesome.

No. I mean, I think we can talk about how to go about.

Pitching this to them in a way that feels good if that’s getting in your way. But I think even just knowing that if the rule is about half of what the project was worth is what that particular is worth, then you can take comfort in the fact that it’s a rule. And if you don’t follow that rule, then you’re breaking the rule.

Do you wanna be that person Abby? No.

No. I I need to start projecting my money share on to my clients, like, ASAP. Yeah. Okay. Thank you. Thank you for letting me.

Awesome. I wanna hear how it goes now.

Thank you.

Then once you got that first ten k retainer out of the way, that’s your new low. And now you now you keep going above it. So be scared of what’s next. Not this moment.

I mean, I am.

Awesome. Awesome. Thanks, Abby. Naomi. Do you have a question and a win to kick it off?

A win.

I reached out to Louis do you know Louis Grenier from, everyone hates marketer? So I reached out to him and he said I could write and emailed in his list.

That’s exciting. I’ve never done that before.

Oh, nice. What do you get to make the email about? What’s it for?

So I have this interesting hierarchy that I created based on Maslow’s hierarchy of needs that correlates with different levels of seniority in companies and different levels of seniority in different sized companies.

And sort of tweaking copy based on those psychological needs.

So that it still sounds very professional still sounds very polished, but it hits on those deeper needs, that people people are really thinking about.

Okay. I love it. Cool. I can’t wait to see that. Yeah.

That was exciting.

Yeah. Awesome.

So okay. So in in more and more often, I have people asking me if I can work on their social content, which is not something that I have a ton of experience in. My background is more in demand gen, but because there’s so many big changes happening right now for Google and for meta, these traditional demand gen is just not working as well as it used to, furrow. A lot of B2B companies.

If you’ve heard of Chris Walker, he’s really, really a big voice in this, in this space, like cutting a lot of the ad spend and putting that more into organic content. And so it’s been really easy for me either to charge a lot for, like, charge a lot on retainer for, for social content. And to just suggest it to people, like, say, you know, because they, they know that if they’re not publishing on LinkedIn, it looks bad. It it gives people the sense that they don’t have something going on. So it’s really easy for me to suggest to them, you know, you really, you really have to start posting.

But I’m wondering if this is profitable because it involves a lot of time throughout the week. It’s not something that you can, like, always do on one day because if it’s a B2B company, you have to talk to R and D, you have to talk to product, you have to talk to sales. You have to constantly be in the loop. What are the new features?

What are customers saying? What’s our story? It’s like, quite an intensive thing, and there has to be design involved. And it’s like my Canvas skills are not so great that be doing these things on my own.

Like, I do need help from a designer.

But it’s like there’s huge demand for it and I’m starting to get good at it. So I’m wondering if this is something profitable or it’s just a huge time suck and I should try to limit it.

Do you see it fitting into Your future, three years from now, do you see wanting to do that still? If it wasn’t for the money, three years from now, what’d you wanna do?

Social copywriting.

I mean, it’s not It’s not what I find most interesting, but I’m also factoring in the, like, the market changes and there’s sometimes there’s demand for one thing and sometimes there’s demand for other things. That’s what I’m concerned about.

Okay. I just wonder because obviously as you build thought leadership out there.

People are going to come to you for the thing that you’re building thought leadership around. And as that happens, it’s just really a question of if you’re not gonna build any thought leadership around social, then it wouldn’t make sense to do it even though it seems like a good opportunity. And that’s purely because you’ll need to start standardizing the ways that you do this, put together you know, SOPs. Think about, is there a future where you offload this to, you know, a contractor who could do the work for you?

And give you leverage. Right? If we’re talking about how to get to really good money, you do, you need sources of leverage.

So it’s hard put those things together, those things being SOPs and all of everything that goes with documentation, And the people that you then train on it, if that’s down the road for you, it’s hard to do that if you’re flipping between lots of different things that people want you to do. If you were like, I really see this as a cool opportunity. I like doing it. I know how to do it well. I could see being able to bring in a good business with this and potentially train somebody or a few people to take over the work so I don’t have to, then they’d be like, cool. That sounds like something to explore.

If it’s not, then it’s not something to explore.

I think what’s what’s causing me to hesitate is that it’s so top of funnel that unless you have amazing attribution tools, which I mean, come on.

Not even really all that good. Like, if you have the money to buy six cents, like, You can yeah.

You probably have plenty of people to manage it in house.

Like, it’s so top of funnel And it’s so hard to track that I’m hesitant as to how much money companies would be willing to invest in it. I’m wondering how scalable it is. It’s fine. It’s enjoyable.

But if you combine the fact that it’s time intensive on a daily basis because you have to keep it up in order for for for the to get more and more attention, and the fact that it’s harder to link it to revenue makes it a bad deal, even though I have lots of people all the time asking for it. Where like if I’m doing a landing page, I can see all the numbers. I can see exactly, like, if I know how much an MQL is worth or an opportunity is worth, it’s really, really easy. For me to measure how much value I’m bringing to the table in a way that social content you just can’t even if you have amazing measuring tools.

Yeah. Now this is the kind of thing where it might make more sense for you to say no to the opportunity, but to have an affiliate or referral link that you can use to send that over to, someone else who does the work really well. So To me, it sounds like it’s an opportunity, like, to make money. People are just kinda throwing it at you, and that’s the thing that you have to, like, pause on. It’s so hard to. Like, it’s always gonna be hard to.

But you can still use that moment if you identify by anybody who is good at this work. And then there, I’d never know how to say her name. Aside.

Abby just chatted that over. Then you can maybe put together a referral program with aside to start making passive revenue off of sending referrals her way.

I would think about something more like that. I agree you don’t wanna give up these opportunities. It’s hard to.

But you also can’t let it distract you from the business that you wanna build unless unless it’s lit something in you and you’re like, this would be amazing.

And then you have to get strategic about whether that’s your new business. It doesn’t sound like it is. So if it’s not, can you just send it over to somebody else and make twenty percent off of it?

What do you think of that?

I guess I’m also hesitant because I people are just not telling me that they need help with the kind of stuff that I have been training on for the past several years. Like, they’re just not running Google campaigns at the same rate. I mean, Google it like, why is Google laying off so many people? Because their platform is not it’s not making money. Right? Like these things are all connected. So I’m wondering like I’m hesitant to refer them because I’m thinking, well, marketing is changing really, really fast, and maybe it’s going to look different, and I have to keep up with the times.

So I am not like a huge advocate of making decisions from a position of, like, fear of what could come.

And I’m not saying that you’re fearful or afraid, but there is that, like, uncertainty of the unknown.

And that’s part of, like, being a business owner, is the solution to shift, to offer something different Maybe it is. There are actually absolutely times when that is. If email shut down tomorrow, if nobody was allowed to send emails anymore, then you’d you’d need to shift and you would have been happy to have started shifting earlier when looked like things were changing. So to you, right now, it looks like things are changing for demand gen when it comes to like Google ads as like top of as as the entry point or re entry point into a funnel.

If you really do believe that, and you feel at peace with shifting to social. You feel like I I could make this cool. I could I could like I could make it so valuable that even though it’s top of funnel, clients will line up and pay me good money for it. And even though I can’t attribute, real revenue to it, they’ll still be willing to pay me and I can keep raising my rates.

But if it’s out of fear and just kind of like, this isn’t working right now, but this might be working. Then I would I’d pause before making any sort of decision on that. What is keeping your business? Is it just that Google is in a little bit of trouble right now?

Google’s like a huge business though. They’re chances are very good. They’re going to get the ship righted. Right?

They’re not gonna let their enormous business go down just because of some changing behaviors out there and AI being way better than Google is.

But, I don’t know. I mean, I I can see, you know, I can see your expression. I can see. I can hear what you’re saying. To me, I would only do social media if one, it lights you up in some way. You gotta be able to get out of bed every day and be at least eighty percent of the way to happy with the job that you’re doing.

And two, can you can you really turn it into something where you can standardize?

Higher people and just be the overseeing person who generates money from those people. Because like you said, social’s a quantity game. Right? They’re gonna be putting a lot of posts out there.

And you don’t you don’t wanna be the one doing all of that work.

Yeah. Yeah. Do you think that’s something I could offload to somebody?

Do you want to? Is that a business you wanna build?

I feel like I would have to be doing a lot of work with the freelancers or with whoever whichever contractors I hire in order to, like, explain the story and explain the concept, and there would be so much go between that it wouldn’t be worth it. So if I can pitch it as, like, one of the clients I’m working with now were we’re not getting a lot of customers, but we’re getting a lot of investors liking our posts, and which is a good thing because they’re going there potentially interested in raising more money.

So if I can pitch it that way, then it is a lot it it is worth it, right? Because that could be, like, fifty million dollars for the next row, fifty million, probably close to sixty, seventy million.

So if I can pitch it that way, I do think it’s worth a lot more.

But it’s not something that I can outsource. So it would have to be I guess for the right companies.

Can I ask the question, Naomi? Just like on the topic of today’s training, is there a way that you can have this be the intro offer and then fit it into your value ladder. So, like, they come to you for the social content, but then through that interaction, you do some educating on what they really need is, like, what you actually wanna do? Does it work as an like, fit in the door for you?

It sort of worked the reverse. Like, they may come to me for one ad, but they don’t need, like, twenty ads. They just need, like, three to four ads, and I’m like, you guys aren’t posting on LinkedIn. Like, I could easily take care of that for you.

Okay.

Yeah.

Well, then I think, I mean, then I think Joe’s asked all the right questions around, like, if you want to do it.

Yeah.

Okay.

I mean, Yeah.

And it might feel like you can’t hand this off to people. But, I mean, we’re talking about building a high value business where you get good money out of it, and it makes really good consistent money So the general rule is, like, you build people, people build business. So your job isn’t actually to build the business.

If you think of it as a business that has a future state where you’re gonna make five million dollars a year, If that’s the business you’re building, you can’t make five million dollars a year as a one person shop, even if you wrote a best seller and it stayed up top of the New York Times for three years. Like, James cleared not to do everything by himself either. Right? So you you have to To get to five million, let’s say that’s your goal because why the hell not?

To get there, you’re gonna need people. To get to three hundred thousand, you’ll still need a little bit of people. So, like, the gap is not that weird. It’s full of people in there.

So I would say if you can find a way to standardize things like I know it feels like everything is custom.

But maybe sixty percent can be standardized and you can get people to do that for cheap and you train them on it, you make sure that you’ve spent two full days in one week just getting them ready to go on this. Testing them, putting them through it, and then you hand them the work. And then you make money on top of that. That can be a good path if it’s always you doing the work and it’s social media too, which it you’ll probably burn out on it one because it doesn’t it’s not why you got into this.

So you’ll burn out on lack of interest and on a lack of time. And it might even turn into a lack of money, if the market, you know, if more people start doing it, not saying that’s gonna be true.

But Right.

Okay. Yeah. Interesting. Yeah. I could see doing something, like, We do one post related to statistics and one post related to, like, overcoming objections and one post related to this. And Like, there’s a a certain tone and, yeah, I could see that.

You can theme those weeks out for them and make that part of your process. Sorry. We’re gonna be talking more about theming your social media as well, to make it easier to to do stuff there. And so, yeah, that’s if you think, hey, it might be able to be standardized, and I would give it a shot.

I know it’s late for you, but, like, maybe sometime this week, you put a block together to see, like, how could I standardize social media posting or creation of these things for VA. So maybe it means you need to hire one VA who can write captions and another who can use Canva, and you just oversee the two of them. But then you have to, of course, budget that and make sure that you can charge accordingly and that you really do have a pipeline full of people, at least three people you can easily convert tomorrow on x amount for a social media package that’s, like, more of a retainer. So you have that nice recurring revenue.

Yeah. Okay.

Yeah. Yeah.

Cool. Probably also lots of room for AI. Yeah. No shit Katie says in chat. Yeah. Totally.

I’m sure Stacy is giving that a thumbs up too for the writing stuff.

Cool. Naomi, how are you feeling about that?

I feel like it needs a lot of ironing out.

But if I could I guess, like, I could hire a contractor, like, when I’m charging sorry, I’m just gonna use checkout because it’s easier for me. If I’m charging ten, fifteen thousand checkout a month, and I can hire somebody for five thousand checkout.

That’s one half to one third of what I’m making, and then I can manage the, like, working with clients and setting the ideas for the week and editing, then it would dramatically reduce the amount time that I’m working, and I can still make sure that their brand story comes through and that the right messaging points are coming through. And that we’re actually talking about the right technology and the right features, and that I’m not just pulling things out of thin air, that might be profitable.

So I can see that working. It would still be more days a week than I would like.

But I can see it being scalable. If I can come up with, okay, we’re doing one post every two weeks on a new article that comes out, one post on overcoming actions, one post on benefits, one post on interesting statistics, depending on who we’re trying to convert something to that effect.

Yeah. Awesome. Katie, were you gonna add something?

No. I have a kind of related question just on subcontracting if it’s okay.

Okay. Cool. Yeah. Thanks, Naomi. If you have a win by chance to share Katie?

I have a new well, so we we talked to before about the agency for steps.

And I’ve sold my first project where I bundled in design. So I am project managing, and I’m, like, leaving with the designer. So it’s that’s exciting.

Amazing. Yeah.

But I’m not, like, I’m not making isn’t with the caveat because I’m not late. I didn’t I didn’t mark up the design.

Hence my question now is, like, so the agency first steps that I did, I put out, like, a call for collaborators who work with a similar audience. And now I have thirty people who, like, filled out my form, have a mix of designers, tech, like tech experts, OBMs, other copywriters, So that was kind of my, like, seeding the agency, like, getting interested people to come out of the woodwork.

But I’m I don’t know how to make money off of it. Like, I don’t I’m like, okay. So, like, I know that I could refer out to these people, and, like, it’s great to have this you know, network for to refer my clients to. But I’m kind of stuck on, like, you know, even when you were giving Naomi about whether or not she wants to work with an agency because they’re limited in how much they can pay. I’m now, like, I’m, like, well, how do I make this profitable while also being like an appealing person to work with for these people who fill like, who come out to who’ve shown up for it.

Yeah. So I would are the people that are currently subcontracting for you, are they charging a reduced rate to you or their standard rate?

That they charge them.

So currently, they haven’t, like, I ask people to share their signature offer, like, what the main thing that they do and if they have a date And everybody has shared their standard prices so far, but I did kind of, like, leave the door open, like, I’ll be in touch with, like, So the people that I like, I wanna reach back out to and, like, open the conversation about what it would look like to white label their services but I just I didn’t like, basically, I’ve been leaving them hanging now for over a week because I didn’t know what I was gonna go with in terms of my next offer.

So you’ve got designers as subcontractors who else.

What I really need is, like, OBMs who will take the emails. I might even put them into the email marketing platform, like, set up the automations for me, help people clean up their tags and stuff like that, or also because I’ve been pitching these, like, post sale sequences for people to you know, set up the triggers within the program and the conditional, you know, blah, blah, blah, blah, like so design, obviously, like, for front end stuff and then back end implementation.

Okay. Cool. Yeah.

Okay.

You won’t make money as an agency if you don’t control those expenses. Yeah. And that’s just the reality of it for every single agency.

And that’s why it can be, you know, very hard to hire the person you really want to hire.

So markups are a thing.

Definitely.

You’re not marking up at all right now.

No. I mean, but, like, This one, I was kind of like, okay, this is like a training wheels project, and then I’ll look from now on. It is definitely gonna be marked up. So And it’s a project for return.

This is a project.

Okay. Is there room because it sounds like its performance base starts measurable? You can sell it into a retainer afterward?

Yeah. I’ll probably okay. Cool. Yeah. I would encourage that.

What were you gonna say before I cut you off? Sorry.

Oh, well, just this is the one where I I did pitch her. I gave her the option of taking the performance based, but then she she was just like it’s just easier for me to know, like, what I’m gonna pay upfront. So she we went with that. Yeah.

And you can still do an upfront, like, a flat rate. Regardless of how it performs. It’s just your job as part for this retainer is to keep measuring and reporting on how it’s going. So especially if you’re doing email, like Yeah. What, like, my gosh.

So So when it comes to the subcontractors, you need to start by figuring out what profit you need for this to work. So that means you come to the contractor with the budget that you have for it, and they have to decide if they can do it for that low cost.

And it should be low. It should be, like, much lower than they would charge if they were to go out into the world because, obviously, You’re doing all the work. Right? Like, it’s all on you. Every bit of this is actually on you.

So because they could flake out on you. There’s too much risk. So you’ve got to get their rates way down, uncomfortably. But a lot of people are like, well, at least I didn’t have to sell. Like, I didn’t have to go get a client, so that’s okay.

That’s a that’s, like, step one is to gather a budget to get you to profit ability? How how much do you have to charge clients for this to work? How hard do you need to work to get them into a retainer? Like, is it really important for your business?

I would say, yes, it is. And it’s also a no brainer too for that retainer retainer again being a flat rate but you keep measuring every month how you’re doing and how it’s affecting the business. So that they see the value, but they’re always paying the same amount. So really obvious one, you start off with a project for twenty thousand dollars, then you move into a ten thousand dollar a month retainer, adjust those prices.

However, you see fit.

But if you were doing a twenty thousand dollar project with two subcontractors in there and your time in there as well, let’s say this works out over a six week or eight week period, I you wouldn’t wanna spend with those two subcontractors.

They don’t get more than five thousand dollars. Right? Like, got twenty thousand. Two of them take up half of your of your revenue already and leaving you with only thousand for your time for all of the client management you have to do for you continuing to build the business going forward you need at least ten thousand dollars for you. So five thousand would become, like, that’s the top end of what I can pay for this person to work with me for eight weeks. So twenty five hundred bucks a month for them to get these things done.

But if you know that, then Good. The number is based on the number that you need for this to be a viable agency for you. Does that make sense?

Yes. I just I feel like I guess that is assuming, certain level of standard in the projects that we’re doing, whereas I haven’t got that far yet in terms of like like, right now it’s just me being, like, okay, on the call instead of saying, like, and introduce you to somebody who does that being, like, I have a some, you know, I have somebody who can do that. So it hasn’t been, like, I don’t really have a standardized offer yet. So figuring out, like, the numbers is a is has been more hypothetical. But I can see I can see what you mean about, like, starting with the profitability, but, like, starting with a profitability versus starting with somebody else’s price.

Total that’s exactly it. It will be hypothetical too. It’ll feel uncomfortable. Like, isn’t there an easier, better k.

Have you read I would encourage you this won’t help you figure out what to pay people, but, pricing creativity by Blair ends is a good book for this.

Again, it won’t give you that, but it’ll help you just create context around making those decisions for what you pay the subcontractors, how you talk with them about their value and what they need to contribute. Like, it’s not gonna help you manage them. But you’ll be a better, armed, I think, to have a good conversation with them about prices that will feel low to them and should. If it doesn’t feel low to them, there’s probably a bit of a problem there.

But they get to work with you and all of the extra benefits of that.

Yeah, I know it’s hypothetical. It doesn’t feel as grounded as it ought to. Once you start getting into it and see what the market will bear, for new clients coming in and contractors being paid and what that gap is and how profitable you can be in there.

Then that’ll help a lot, but you just gotta start throwing numbers out, sadly.

Okay. Okay. Thank you. I would not pay more than fifty percent of the total budget on subcontractors.

Okay. Okay?

Yeah. Are you near that right now or not at all?

No. Not even co I mean, I charge fifteen k and the designer is gonna charge She’s doing, like, a show it template plus customization. She so I think her package is four k, and it involves she’ll put the email to convert kit and hook up convert kit to the site. So, like, I feel like that’s a good package for me to be pointing people to, and I just need to have a conversation with this designer about, like, bundling it into my package. Yeah.

And I’ve had a conversation with this designer in the past, like, she offered to make me an affiliate for her So, obviously, she’s comfortable, you know, knocking the price down for for ease of sale So I feel like that’s a good first relationship to build out.

Yeah. That’s awesome. Yeah. I know it’s tough.

Tough. But yeah. There is money on the other side of it. It’s just agencies at the beginning don’t feel profitable.

Until you hit that point, then it’s like, oh, there’s money here. Yeah.

Looking forward to that point. Yeah.

Alright. I’m gonna let you know it’s there. It will happen.

Cool. Okay. Thank you. Thanks, Katie. Anybody else?

On that same point, I’m wondering, like, how much time do you have to invest in training subcontractors at the beginning? Because, like, if I’m thinking of all the people that I’ve worked with, like, I would hire ninety seven percent of them. And like, because I don’t like the way that they write. I don’t think that they’re conversion focused, and they were my colleagues, obviously. So I wasn’t training them, but, like, if I take that kind of person and think like, how would I train them? Like, it would be a challenge, especially if they, especially if they had some experience because they are like stuck in their ways. They have like a way of doing it.

Yes and no. Right? So I think it’s one thing to keep in mind that’s hard for a lot of us to keep in mind is, like, it’s like, you’re the boss though. Like, you don’t have to start from a point of you’re okay.

I’m okay. Like, You’re the boss. So you get to say, here’s the standard of performance that I expect. I will train you on the standard.

I will give you the SOPs checklist. I’ll give you all the tools you need. I’m here to support you as well. We’ll have regular I promise transparency and communication with you all the time.

In exchange for that, here’s what I expect. This is this is the standard. Are we agreed on this as the standard? Here’s how we get to that standard.

Are we agreed on that as well? But that’s like, you’re you get to train them. You get to put them into that position of being able to be valuable for you so that they’re not an expense. Of course, in any way, they’re like a real asset.

So You do have to train them. You have to be ready with everything that they need to be successful in their job.

But then you get to say this is where you have to be. And then if they don’t perform to that level, then you get to have a hard conversation with them.

And you don’t it’s it is. It’s hard to find people. You have to lower your expectations and the only way to help raise those expectations. And it’s like a shoving.

Like, it’s it’s not light work. It’s like, well, you’re really working to get those expectations up across the board. Is to make sure that you’re modeling the exact behavior that you want people to follow, and that you are training them really openly and, like, allowing room for them to mess up once on a thing. Can’t mess up twice on the same thing, but again, have those that open communication with them.

But nobody walks in ready to go. Nobody ever. Even if you went and worked somewhere, you would still even though you’re at the top performance for what you do, you would still have to go and integrate into a new organization with new ways of working, maybe they do OKRs, maybe you like OKRs, and they don’t do them. Right?

There’s always gonna things that you’ll have to figure out and same is true for them. So have that empathy, but the more time you put into them, the more you’ll get out of it. And that’s why it can be so valuable to hire rather than to use hire as soon as you can if you’re building an agency.

Instead of I know a lot of people succeed with VA’s.

But if we’re talking about for important work that you’re gonna be setting down and training somebody on for hours and hours and hours, then you don’t really want them to leave. Right? You wanna, like, get them in and keep them. And that’s why a lot of agencies start with, really cheap, brand new people, like fifty thousand dollar salaries right out of school because you’re gonna be doing all sorts of training. And that’s it. And then that leaves you good room to also increase their salary as they perform well and make them wanna stay with you longer.

But yeah, I don’t know how helpful that is on the subject, but yes to training.

And if you can If you see this as an agency you’re building, can you bring in somebody to be on staff sooner than later? Colin Junior, Yeah.

And at what at what point, like, what revenue point would you consider taking somebody on? And roughly how much time would you assume? Like, Is this gonna be two weeks? Is this gonna be three months?

Like For an agency, I’d take them on immediately in a second, do you think it’s time to hire?

Do it. You just pay yourself less. It sucks. But, like, you eat ramen for a little bit and not the good stuff.

And, you’ve you’ve got them on and I have seen people who are driven. If you’re in this room, you are very likely to rise to the occasion. You’re going to find the money to pay them and yourself. And that means you’ll be taking on interesting projects.

You’ll be telling yourself I can’t go into this meeting and take less than ten thousand dollars for this retainer. I I I can’t afford it. So I need to go in there and be really good at selling them on this ten thousand dollar a month retainer. Then the next month, once you hire another person, now your retainer is a twenty dollars a month, and you have to make it work.

And you do. So if you weren’t building an agency, then there’s different ways to think about hiring, but you are, you will need people without question. So I think you need to hire, hire now. For cheap, especially if you’re gonna need to put a lot of time into them because you actually do have more time now than you’ll have over the next three years.

And then after the three years, then you’ll have more time again. But that’s when you’re at the three million mark and you have to build a leadership team at that point anyway.

Yeah. Ironing.

It’s not fun, arming so hard.

But do now. There are juniors out there who are ready to go. Just want a chance and some money, please. I just also want some money.

Cool. Any other questions or thoughts on that? On anything.

No?

No.

Sorry. I have a lot of questions. If somebody else wanted something else to say.

Would you, in terms of prioritization, I find that the thing I struggle with most is finding designers, because I can’t, like, I can’t write something without having it designed. It just won’t perform. And I need a designer that I can work with, because I need a designer that knows something about UX and will listen to me when I have suggestions.

Would it be more reasonable to hire a designer first, or should I continue to search for freelance designers that I can partner with? Because I haven’t I haven’t looked so much, but I’ve found that it’s hard to find people number one that are talented and work in the same projects that I do and number two that are available and cooperative.

Sorry. That was a service delivery.

So my I have to get into my office so badly.

Sorry. I lost track of the question I had an answer. Oh, the design stuff. Yes. Of course.

I’ve been watching Nicole here. Nicole is our designer and social media person on our team.

And so I’m sure she’s had lots opinions over the course of this meeting. I don’t know Nicole if you do have anything to add. I can say because I don’t wanna put you on the spot. Or do you want do you have something to add?

Not much to add necessarily, but it’s it’s I can understand, like, it’s hard to hire anybody. Like, designers aren’t no different than any other position, I would assume.

But I find that, a lot of designers, like, undersell themselves, and So that’s why it’s so much, like, you might find it is that much harder to, like, say, like, go on upwork because you might find an excellent designer, and they’re only charging, like, you know, fifteen dollars an hour for their work, which is silly. But sometimes, yes, that’s how it goes because there’s an oversaturation. So I can see how that would be difficult but I do find that, like, whenever back when I was freelancing, like, I did, like, being given a test project. Was really, really helpful.

And the people who are willing to do the test project, I find will be willing to learn more things and they’d probably be more of an asset to you.

Yeah. Good call. Totally.

Yeah.

And we found Nicole with a LinkedIn job posting.

So designers are looking at job openings as well, just like everybody else.

It’s hard to find them maybe in your network, but they are you post job opening, and you’ll get a lot of applicants, put them through a test, and just treat it like, you know, I mean, you’re hiring for your business. So this is the way it is. Yeah. If you think you need to bring a designer on full time because it’s part of how you sell what you do, then a job hosting together.

If it’s only a small part of what you do, like, you’re like, well, I always use them at the very end, but I give them all the direction.

And I just need them to make sure that they’re implementing what I say, then that might be something where you could find a really good VA. Like, time, etcetera dot com is who we use and so far so good.

And that if if it is a small amount of work, then a VA could do it. If it’s gonna be a lot, you see a recurring need for it, do a job posting for a a designer. Yeah.

Yeah. It’s more like if I wanna take on somebody to do social work, like there needs to be design, And a lot of times smaller companies just don’t have the design in house, or if they do have the design in house, either they’re a new first they’re a new because obviously you need to keep the product, like, you need to have design for the product, or they have if they have a marketing designer, there’s only one marketing designer, and they have like one hundred thousand things on their plate, and social is the very, very bottom of the list. So I’m left using Canva, even for large companies that have millions of dollars in funding.

So that’s why I’m wondering, like, if I’m gonna hire somebody, maybe it would make more sense to hire a designer before I hire a contractor.

It sounds like it. Yeah. It sounds like if it’s if it’s a big enough pain for you, and it’s really getting in the way of delivering.

Higher one. Yeah. You can think about different ways to hire them, but of the really good things about hiring people is it lights fire under your butt to make more money. You gotta make payroll. So you gotta do it. I would If it’s it sounds to me like that is the first hire that you need, you’ll probably need to have, like, someone else in your back pocket.

Shortly thereafter to, help, actually help you create those assets outside of designing them.

Some sort of content strategist or a copyright or whatever that person is.

But, yeah, hire them and, like, as a full timer.

And then but but make sure you put a plan together for how you’re going to make money and be profitable.

So don’t wing it, but it probably starts by just, like, doubling your rates right now and then watching all the training you can on how do how to sell better, like, sell like a freaking champ, not that you can’t, but it does not hurt. Sales is gonna be, like, your best friend as you build out your agency.

Yeah. Mhmm.

That makes sense. Oh. And do you have a sense until the point where I do feel comfortable to hire, maybe you could help. I have no idea what a designer should earn.

Like per project, per hour, no clue whatsoever.

Like I value it. I just don’t know how much is worth to pay for it.

I I mean, it totally depends where they are, but if it doesn’t matter where they are to you, then I’d put the salary low.

People always think that they need to put their salary really high, and it’s I not actually found that a higher salary brings in like, at the same level of higher candidate. It’s just often it’s someone who wishes they couldn’t earn that much money.

I know they’re like, no, man. No. And you find really good candidates at the lower salary as well. So don’t don’t lead with it has to be a high salary.

If they can work anywhere, that’s a benefit. If you can add in extra perks, like give them Fridays off. Just do it. Just out of the gate.

Just do it. Then these are the perks that will attract stay at home parents who have a design background.

And then you don’t have to worry about the salary being bananas.

But I wouldn’t know what that salary is. It completely depends. If they’re junior, if they’re right out of school, I know that you can, like, do a glass door to see what salaries there are. I don’t know how much I would rely on that though.

I mean, the number that comes to mind for me is fifty thousand. It’s not a lot of money at all, but it’s a good junior salary.

And it leaves you room to bonus them based on performance. If they do a killer job, you can give them a really nice bonus, then they’re like, wow, that’s cool. Also to increase their salary as well. Like six months later, if they prove that they’re amazing and you are like relieved of so much of the crap you’ve had to do so that you can go bring in more clients and hire more.

They’re really proving their value to you, then you can increase their salary. Course, you don’t have to wait to do it. You can do that at any point, but I wouldn’t start. I don’t know.

I don’t know what fifty thousand if fifty thousand is too low in today’s market or what, but start there and see what you get. You want juniors, right? You basically do. You want them to be able to use the tools and have a good design eye.

But you’re gonna have to teach them so much.

Yeah. Okay. Interesting. Thank you.

Alright. Cool. Cool.

Anybody else in the remaining eight minutes?

No? Good talk about all of this hiring stuff today. It makes me excited for everybody. It’s so cool.

Wicked. Okay. Well, then let’s wrap up. Thank you very much. Don’t forget. To attend the Thursday session thinking bigger.

K? And we’ll chat with you all online. See you later. Have a good one. Have a good week.

Transcript

So today’s topic is around value ladders. And like my favorite topics for these weekly sessions, it is something you can use for your business. And also for your clients.

So, something to really consider.

But we’re gonna dive in This is recording. So the replay, of course, will be available. If you can come on camera, please do so. Just so everybody can see you, feel connected, etcetera.

Okay. So today we’re we’re talking about something that is based on the value ladder. Now, most people are familiar with the value ladder, but it’s okay not to be. So I’m just gonna really briefly discuss the value ladder.

If you want to add anything more to it, to my really brief intro to it, then feel free to. This is a medium post on the value ladder. Click funnels is a really big advocate of the value ladder. Hold on.

I just wanna make sure that my audio is okay.

Good. Okay. Good. So the value ladder is really just a way to keep people coming back for that neck level of value from your organization, which usually translates into money.

And that can mean different things for different businesses. So value ladders are really common in, you know, training businesses, online, like courses, mastermind, stuff like that, and mastermind is at the top of those value ladders, but they can also be used for other things.

Ecommerce can do this to add incredible value to their customer base. If you, I’ve mentioned the book Super Consumers before, It’s a really great study overall in the whole idea of a value ladder for e commerce, really, and how to get people all over the place, to, to keep coming back and buying from you, not just buying more sweaters from your e commerce shop. But more of, like, let’s take you to the next tier of being an engaged shopper and admirer advocate of fan of our brand. So, although it can feel like a value ladder is all about let’s just, you know, get more money out of your existing customer base, sell them more expensive stuff.

That’s not necessarily what it’s about. Some people I think, like, click funnels might know if that’s to click funnels a little bit might often, you know, put out this narrative that can make it feel that way, but it really is how much, like, what do you wanna what how do you wanna use this? SAS can use this for upgrading people through it if you think of something like Stripe, which could move a business owner through a value ladder and a developer a different value ladder, bringing them further into this world of loving strike. That’s what we’re really trying to do with the value ladder.

Give more value. You charge more for it, of course. But those people who really want more, are ready for it. Now, one of the tricky things is, and what we’re gonna be talking about today is how do you prepare people for that value ladder.

How do you get your customers to even know about this stuff? I know copy hackers has struggled with this a bit over the years. Abby, I think you mentioned that at some point, you said you found copy hackers through, like, social media. You found one course and then you didn’t even know the other courses existed or something like that.

And I think that’s like, it happens. It happens to all of us. We at Copy Acres didn’t have an intentional value ladder for a very long time, much to the dismay of our ad agency. It was like you need a value ladder because ads are too expensive.

So it but it can tough. Right? Like, how do you share out your value ladder with people before they’re actually maybe even ready for the thing on that ladder. When you have the tripwire, which is usually the bottom of this value ladder, and you wanna get them into the seven dollar ebook or and then up to the ninety nine dollar a month community all the way up to the top tier, your mastermind or whatever that might be, how do you let them know that something’s coming next that they should be prepared for? And that can be a valuable thing to do. So that’s what we’re talking about today.

This ladder prep idea. It’s kind of ladder hype to get people hyped for what’s next, but hype sounds so hypey it doesn’t have to be. It’s really just like seeding, the idea that there is going to become a moment. There’s going to come a moment when you’re going to want more from us. Here’s when that moment is, and here’s what you can expect to do in that moment. So if you’re already familiar with this sort of approach, well done.

And if you’re not cool, we’re gonna walk through it. Now, this is meant for your confirmation page. If you’re going script a video, oftentimes for a confirmation page, or just the copy on the confirmation page. If, like, there’s not a video or even if there is a video, and also email copy again when someone has just become a customer of some form.

So they’ve downloaded your lead magnet or they’ve gone through different part of the value ladder, you know as the marketer, Hey, we’ve got this next thing in store for you. And this is the moment at which because it’s a seduce a seducible moment, this is a great moment to start seeding what comes next and how to know when the time comes to go to that next thing. So the value ladder is off to the left here. The m t t framework goes match.

Trigger teas. Okay? Trigger and teas can be interchanged. Sometimes you teas and then you tell them what the trigger is, Sometimes you tell them what the trigger is and then you tease that next thing. But let me walk you through this. So this is the value ladder kinda going in reverse starting with the cheapest thing here, and then we’re moving all the way up to the more expensive thing. This is based on a value ladder that Paul on our team just went through for, Evergreen webinar funnel training.

So I’m just taking exactly what, that layout was, like the value ladder for them. This have made up. But we can imagine how this might go. Right?

So we start with the free thing, the lead magnet. You wanna write this for your own value ladder or for your client’s value ladder, and this could keep going. Right? This is just an example.

It could go down seven rows or whatever. However, many items there are in that value ladder. So we start with this zero dollar thing just to get their email address. Then, of course, there’s a tripwire.

It’s usually called a tripwire. If that’s unfamiliar language, it’s the cheap thing.

Then comes a starter product or service. And then some intermediate or even sometimes this is the top tier. This is where it ends. It doesn’t have to end here, but it might. Right? So this is the basic value ladder.

Cool. What do you do with that? Not everybody needs to move up the value ladder. Some people are ready to jump the top of it, but we’re just trying to solve for how do we get people to start thinking about the next thing they should buy from us.

Not Ken. But should. We’re going to tell them that should moment. This is the moment at which you should be switching over to whatever that other thing is.

So we write this out. First, we match. So when they download the thing, when they just downloaded the lead magnet, then we match on the confirmation page and or on the confirmation email where we’re sending them the thing. Hey, you’ve just snagged a free copy of the No pitch webinar template we’ve used for some of our highest converting webinars.

Cool. We’re matching exactly where they are, staying enthusiastic with them. It’s a good moment. You’ve done a good thing.

This is fantastic. And then we want to trigger, in some cases, t’s, but usually it’s easiest to just start with the trigger, which is telling them what that trigger moment is going to be in their lives that will be a signal to them that it’s time to think of what’s next. So, hey, you’ve just done this thing. Cool.

Awesome. You’re great. Once you’ve filled in that template and used it just once, you’ll be ready for the next step in generating six or even seven figures with your webinar. This is the trigger.

Once you have filled in that template and used it just once. I know as a user that I have or have not done that thing, if I never fill in that template, I’m not really gonna be a good fit, unless I’m so ready that I’ll go around and look and start emailing you to say like, hey, how do I just get into your training?

And then comes the tease. That next step will be our thirty minute workshop. That’s this thing on how to run a webinar that is sure. Oops, sorry typo, to convert even if it’s second webinar ever.

But for now, and then you go back and tell them what to do now, head on into that template, use it, and then I’ll hear from you after you’re done with it. Or then you can send me an email when you’re all done, whatever call to action you might wanna do if you wanna do one. That’s really it. This tease is for the next thing in the value ladder.

So every time we see that tease, it’ll be for what’s coming up. And if there is nothing else coming up, then there is this for the final one, you just leave these two blank. So again, tripwire is, hey, so cool. You’re in our workshop on how to run a webinar that converts.

Fantastic for businesses like yours because it does all these great cool things that you already thought it was gonna do. We’re just matching that. Now we’re reversing it a bit for the teas and trigger. And said, we’re saying, and if you’re anything like me, you’re so pumped about this workshop that you’re already thinking about what’s next.

So we’re teasing something’s going to come next. And I will tell you all about that, but the trigger before you can unlock the incredible next stage, here is what needs to happen first. You need to see the slide. This is just a fascination that looks like this.

And then you, like, show them the slide. Some it’s a fascination. Right? It’s something for them to watch for.

When they’re actually going through it. That’s when you’ll know you’re ready. But for now, just focus on attending, putting this into your calendar or whatever that calls might be. Is this making sense?

Can you see how this works?

Can you see the value in seeding that next step? Or customers. Does that make sense?

Cool. Alright. So this is what you’ll do. You don’t have to do it today. It’s not like a thing we need to do But it is something that you should do if you are thinking about your value ladder for yourself or if you have clients who come to you and either speak the language of we have a value ladder, how do we move people through it, or they’re doing ads of any kind.

If they’re spending money on They probably have some top tier or higher tier thing to get people into. They might not come to you and say, like, Hey, let’s do something to walk people through our value ladder, but they come to you and go like, we’re spending so much money on ads. How do we get people to convert and how do we get our new our existing customers to do more with us. Right?

We’re sending emails and it’s like they don’t even know whatever, whatever, whatever. But they’re coming to you with revenue challenges, and they find that they’re also spending money upfront to acquire leads and retargeting to try to get those customers back. A really easy win is hey, I’m gonna script some confirmation page videos for you. I think you can hop on your phone with these scripts and report them.

Cool. We’ll do some emails as well. And then you’re already moving them along a path of being able to open especially if they have a sales team of any kind being able to open up those conversations with people without having to do, like, an excessive amount of work or even old work around opening conversations.

Okay. So that is the long and the short of it. Any questions? Anybody?

Do you feel like you could use this?

Yeah, I feel like it’s what I’ve been needing because, like, I think I shared my problem last week where I’ve got my five hundred dollar course and then nothing really happens after that.

I guess my kind of my thought is that, so in my course, I I teach the copywriting, the conversion piece. But I don’t I don’t teach how to, like, drive traffic to so kind of thinking about your lesson from last week as well with the quadrant. So that’s kind of in order to get them to, like, six figures, seven figures, the point where they could afford to hire me.

That bit needs solving. I I’ve never wanted to solve that piece because it doesn’t excite me or interest me, and it’s not what I’m an expert in.

But I feel like for the value center letter to work, I need do I need to solve that? Would that be a case of bringing someone in to teach it or any thoughts?

In I mean, in this case, it’s like how how important is the traffic part to your process. If it is important then That it’s not important to my process, but it is for them to get the results.

Right? Because even if their conversion rates are there, they’re not getting people in.

If they’re not getting people into their evergreen funnel.

Yeah.

To me, I mean, it feels like, oof, overkill, but I think I’d be lying to you if I said if it’s important to your process, you don’t need to of course, it is.

If it’s if it’s not your process, but in order to get people in, they’re never able to do anything. It’s like, but at the same time, you can consult on that. Just like in conversion rate optimization. Someone brings a CRO agency in and says, Hey, we need this funnel to convert better or this journey or whatever.

The CRO agency is only there to worry about that funnel. Then the company has to go, oh, crap. We need to get more trapped. In here because we can’t run a test with five people coming through this every day.

So I would consider for you, although it is an important input doesn’t have to be part of your process.

And then just cut it out if it doesn’t have to be. If it has to be, then I would say, yes. You have to find a way to solve those traffic challenges, which could just be having a really great VA that you can reach out to when you need to, who’s good at basic ads and, and, like, demand generation stuff.

I know that’s not great, but either find a way to pull it out of your process or, yeah, you’re right. You have to solve that problem.

Yeah. Okay. Thanks, Jared.

Yeah. What do you think about that?

Yeah. I mean, it was kinda like, I like my course as it is, and I don’t wanna change it, but it is, yeah, I mean, I do is a problem that used to be solved. And it’s also, like, in my kind of why didn’t you buy emails. It’s it’s been coming up that people are like, I don’t does this do I have to, like, post on social media every day to get this to work?

So, I mean, I have been thinking about bringing in, like, an art specialist to do just stay hour, like, master class or something in the course or in half an hour one or something. So I think this is kind of confirmed that probably is makes my sense if the next step is for them to hire me because then they really need to be making good money with the system. So Totally. Yes.

Yeah. Yep. That makes good sense. I don’t know if anybody else has any other thoughts on that, but, yeah, seems smart. Seems like the way to go.

Yeah.

Thank you.

Thanks, Abby. Anyone else? Any notes or thoughts on the MTP?

Framework and value ladders at all.

Are you using value ladders with your clients?

Nobody is.

Abby is the one person. I know it can be tough for SaaS and things like that, but I would like encourage you SaaS and software and tech. They have lead magnets. They have free trials. They have free tiers, and then they have more tiers to to get you up to that next level.

So it’s important to also bring that to tech as well. It feels really easy to dismiss it as if tech is some entity unto itself that no other business has ever matched or felt like comes close to, and that’s just like, not true. Like, not true at all. Once you actually get into these businesses, they’re they’re all money making endeavors, just with different ways there. Okay. Cool.

Sassy. Oh, that’s cool. That’s awesome, Stacy. Yeah. Nice.

Oh, sorry. For those who are watching the replays, Daisy just chatted out that Sassy, her, AI solution creates value ladder ideas. Very nice. Love it.

Alright. Any other questions or thoughts or anything you wanna discuss today? Business stuff. Yeah, Katie.

Can I just ask Joe, so you mentioned confirmation page and confirmation emails?

Is there any where like, I love this framework. I can definitely see myself using it for myself and for clients. So, like, I could also see it maybe like, two thirds of the way through the program that you’re kind of teasing, like, what the next program could be, is there anywhere else that you think you might be able to do the match teas trigger?

Yeah. No. I think that’s awesome. The one that I just wanted to focus on is that we use, which is those confirmation pages.

Yeah. So I’m sure there are lots of great ways to use it wherever you know someone should be getting ready for that next step or thinking about it. I think that’s a great call to use it in app or throughout training. Yeah. Nice.

And do you think the video component is, I just saw Stacy’s nurture email sequences suggestion think that’s really good to end. How heavily would you weight the video component versus just having that call on the confirmation page.

Yeah. I I wouldn’t. I I mean, I think a video is, if it looks like a quick easy thing to interact with, and you’re already feeling good about that brand and you know the person that you’re looking at, then you’ll be more likely to hit play on the thing and then actually pay attention, especially if, you know, captions are on.

But yeah, I we just do video all the time with this now, and for a little while now. So it really, I would just say test it out. Just try different things, try it in different places. Yeah.

I’m not sure how much people I don’t know. I don’t know about the written side of it at all. But the video Oh, okay. Yeah, is doing good things for us.

Yeah. I think.

Sure. Fun.

Alright. Anybody else?

Jessica?

I just asked about my specific offers for your feedback. Is that okay? Yeah. Love it.

Absolutely. Okay. So I guess when I’m looking at this, where I get tripped up. The first the first steps are fine.

I think of checklists, blueprint, that kind of thing. And then once the book is done, the book or a webinar, a paid webinar, you know, something like that. I think where after that where I’ve struggled with the client part, like, I don’t have client projects enough to validate the the higher tiers. So, for example, I start going okay.

Is the starter service for seasonal sales? Would that be more of a?

Audit, I’ve never had anyone ask me for that. However, I have had to do last minute seasonal sale campaigns with like the bare bones kind of promo, which would not be the top tier kind of service that I would like to do ideally. So there’s like that question with that level. And then my my other question with a higher tier service where I get to do their seasonal sale either full calendar year with everything that I’d wanna do before and after the promo.

And then eventually, like you had mentioned when I brought up the agency idea, doing their seasonal sale campaigns and everything, but then doing all the nurturing and all that in between.

So that’s where I it’s the higher tier stuff, I guess, where I’m I’m like, I’m not sure how to break this down.

Yeah. And I wonder about, like, for the value tier for you, if it’s like, if you wanna think about the ladder going up, Right? And it’s a staircase in the drawings. I don’t understand.

But, nonetheless, it could be so you’ve got the tripwire as your book or workshop or whatever, and then you’d have done with you likely done with you as an offering than done for you. But then I wonder if, like, one of the top tier ones And it depends on where you wanna take your business. I just don’t know that you’d break it down into the different products going up the ladder, like, the different services. I mean, like, packages.

But rather one tier is all of those packages, whatever package it might be, but you sell them into it.

You, like, seed that. Right? And then is the next tier if it’s done with you, done for you, and then that next one which could be teacher team or, like, fractional copy chief or something that’s more, like, this different level of service rather than different kind of, like, product or delivery. Does that make sense?

Yeah. I like that. Yeah. And I get actually people asking for that lately. So Oh, I’m sure.

Yeah.

Yeah. I think it was all the honestly. I think that copy hacker’s copy chaffing. I’ve suddenly, over the weekend, had an influx in hay, are you still copy chaffing?

So that’s awesome. Oh, okay. Okay. That’s interesting. Okay. That gives me some food for thought.

Thank you.

Yeah. I would just think about like getting to that place where the top part of it, the top tier on your ladder is something that, leverages your time better where you just get more money for your brain, which might sound silly. But that’s kind of what it comes down to.

Yeah. Yeah. Cool. Cool. Thank you. Bye. Yeah. Totally.

Anybody else have anything they’re working on? Bless you, Abby.

It’s that time of year seasonal allergies.

Yeah.

Alright. Cool. Well, if you don’t, that’s a okay. We can wrap up early. I do wanna talk about something else that, the coaches and I are gonna be meeting Sarah and the other coaches and myself this afternoon.

We have a new we’ve been holding off on bringing anybody else into Coffee School Pro.

We’re gonna be following a slightly different process less, bringing people in this whole, like, sixty day intensive out of the gate to people to a place where they’re making, much better money faster with better leads.

So That will be happening. We’re gonna run our first one at the beginning of April.

I would encourage all of you to participate in it. If you can, you have to, but we’re gonna be talking through a lot of, we’re gonna be introducing processes and vocabulary that new people coming in to Copyschool Pro will be using. So they’ll be talking about these processes. They’ll be thinking in this sort of different way that we’ll be teaching in, this accelerator, which is we’re calling it the intensive, mostly because we just own that domain. So we’re, like, post called the tenths of freelancer because I couldn’t come up with a name.

We’ll see. That might change.

So yeah, I would encourage you if you want to, if something that’s you’re struggling with is thinking through ways to make, it’s this thousand dollar a day promise, really, are you able to make thirty thousand dollars a month. If that’s not already happening for you, then I’d encourage you to take this.

And it’s included obviously with your, existing rates. It’s gonna be in addition to the existing CSP training. So it will mean like a lot of of paying attention to lots of different training going on at once, which I know is a lot and might feel overwhelming. And I’m sorry I don’t mean for it to be that way, but I think it’ll be good for, for our for anybody who well, for all of you because we’ll all need to talk the same way going forward. So we’ll share more about that going forward. But just know that it’s gonna start around April second. That’s a Tuesday.

And then we’ll, Yeah. Well, I’ll share more before that, but just kind of like put it on your radar. Cool.

Cool. That’ll be, of course, that’s okay.

Sorry.

I told I don’t wanna, like, hog your time.

Yeah, it’s, like, about a client.

So that’s all. I did wanna share a win about this client because it’s pretty cool.

So, yeah, I help them live large in January, and then took them on to the Evergreen Robin off on all. And it’s, like, the first time I’ve kind of got to properly implement day one at Evergreen. And we increased the conversion rates from five percent to seven percent going evergreen. So they’re now making, and it’s a, twelve hundred dollar course. So that’s exciting. They’re making lots of money.

But I I want to offer an optimization piece, and I’ve kind of I had set this up before.

But I’ve never I’ve never really, like, pushed it. I guess probably because I don’t feel good about the offer.

I don’t really know, like, what to charge and how to kind of set boundaries around it. What I was thinking it would be would just be to make sure I’m tracking conversions each week. And then when left, like, outstand spikes or anything or, the ultimate, like, page drops or just kind of keeping the copy like, fresh every few months, that kind of thing, like implementing survey responses.

And I was I was gonna charge like, the package I had was, like, two thousand dollars.

I don’t know if that, like, it made sense for my audience if, like, I don’t know. I’m just it’s difficult to increase price and figure out.

So you increase their conversion rate by almost fifty percent going from five percent to seven percent.

Right? That’s an almost fifty percent lift on that paid conversions.

Can I ask what you charge for that project?

Yeah, I charged fifteen thousand for the launch and then, five thousand to Evergreen. Okay. So it’s twenty.

Twenty k all in.

They made five hundred ninety thousand dollars on the launch, and then now they’re making, like, five thousand dollars a day. So they can afford it. Right?

No.

I think it’s gonna let you answer this panel by itself.

Yeah. If you already know, a good general rule of thumb is for performance retainers if you had a project up front.

Tried to get the performance retainer to be fifty percent of that project. So if it was twenty thousand upfront, ten thousand dollars a month to retain you to optimize this thing, for a minimum of six months.

Now I know that can seem you know, five times larger than what you had in mind. But this is a real business that has seen you get real results.

And it’s the right place to start.

So I would not do it for less than two thousand dollars. I mean, most people who most businesses when you say two thousand dollars, like, they think they’re not gonna get any of your time. Right? Like, what are you gonna do for two thousand bucks?

Like, literally, what are you gonna like, how much time do I buy of yours for that? Whereas ten thousand, I expect, okay, I would expect that I will get some form of return. You’ll report on it, and you’ll make sure that we’re happy every month. And that’s what you would deliver anyway.

Right? Like you’re going. To do those things.

So what would stop you other than what’s going on in your head? So probably just what’s going on in your head. What would stop you from feeling good about ten thousand? What would have to happen for you to feel good about ten thousand a month for a minimum of six months?

I don’t like I just I can’t get my head around charging that, like, at all. That just seems so much.

I guess, like, if I if there was proof that what I was doing was actually, like, doubling their ROI every month, then it’ll be different. But I I mean, especially because it’s, like, the first time I’d be doing this package, it just feels I don’t know. Like, I just I just, like, Did did you say the make in five go date? Yes.

But it’s yeah.

Stacy, I sent me this is it’s fair for you to pause on this, but I think, you know, That’s why you’re here. Right? Like, just I it’s not as easy as saying. Just push through it, but the reality really is. You’ve already delivered well for them.

There are if unless they’re an unreasonable group of people No.

They’re so great. Yeah. Okay. Then they just sort of pay me to do everything for them, but that’s, like, I don’t wanna, like, over stretch. I don’t know.

No. I would if I were you, I’d put together a quick, like, ten point max checklist of what that performance retainer package would look like So what are the things that they’d need to get that you would do? So I so when you say, I’ll refresh coffee every three months or whatever. Like, obviously, you wouldn’t message it that way.

But, like, that is a thing. So you’ll be looking at, like, just just quickly jot down ten things that you’ll do in the month for them. And each one of those is definitely worth a thousand bucks each. I would put money on each one of those being worth a thousand dollars each.

And if it’s somehow in your brain not, then maybe it doesn’t belong on the list, or maybe you just need to skip past the part that says this this is two.

People don’t pay money for this. I think you’re letting maybe some historical stuff in there about, like, people not paying money for things influence your future, which is there. That’s what we all do. Right?

But why wouldn’t they if they’re making five thousand dollars a day, if they are I’m assuming they’re running it like a business, not like a cash machine. If they’re taking money out, then you can’t do anything about that. But if they’re reinvesting because they see this incredible future of being able to pay themselves, a million or two million dollars a year, which you can help sell them on that future for them, then they’d be absolute fools not to do this. Right?

There’s did you see that Hermozy Instagram Hermozy where he’s like the I talked about this already. It’s really compelling, and I’ve seen people knock it off, and it’s really embarrassing.

This he shows you, like, his keys to his hummer. And he says, you know, it’s two hundred thousand dollar car.

If I were to say, I’m gonna give it to you for thirty thousand dollars. Go get thirty thousand dollars cash, and you can have this, go look at this on Instagram. He’s very good at storytelling.

You’d be out of your mind not to go find thirty dollars. Right? But you have but now you have to believe that the outcome is really worth it. So they just need to believe that what they’re investing in is worth the two hundred thousand dollars that, you know, that you want to have in order for a sixty thousand dollar investment to be worth it.

Do you believe you can make two hundred thousand dollars in additional revenue for them with this performance?

You go in believing that, write it on a piece of sticky note all over. Put it every freaking where. So you can only see a little bit of yourself when you’re in the Zoom call, and that’s like, you can you can make them two hundred thousand dollars.

They would be out of their minds not to pay you sixty thousand dollars for that. The obvious next ROI is there. So I don’t know if they’re helpful for you, like, me to showed it, you liked it.

No. If you need it, please.

Yeah.

I mean, because the other thing is, say they buy ski, they They since they started working with me, they hit million and they wanna hit ten million, like, in the next couple of years to sell. They have the courses like, they have the audience. They just, like and they’re having me right. Like, I’m the only copywriter they’re working with, so I encourage, like, there’s so much money there.

I just I’m just figuring out how to, like, tap it, and it’s kind of like, I feel almost like when I’m pitching them stuff, even though they’re saying yes, like, it’s just it just feels like, like, taking too much of their money, but, like, I guess that’s just a Can I offer another another perspective?

It’s also, like, it’s not just the time. It It’s also the money that they’re paying you. It’s also the fact that to find somebody else is a huge pain in the butt. Like, I have people that I work with, right, like my accountant, and, like, I’m not super happy with him.

I could, like, have some, like, like, I wish things were better. I’d like to have to go find somebody else and teach him all about my business and, like, do all of that work. Like, that’s a huge headache. Like you’re saving them the trouble of having to find somebody else to do that for them.

Mhmm. They’re just huge.

Yeah. Mhmm. Good point.

Yeah.

I think the money is just waiting there. Yeah. And it’s just a matter of You know, I didn’t go to this Thursday session with Kirsty on mindset, where it is about thinking bigger and really, like, get into it. I would I would. I I they’ve already invested twenty thousand dollars.

They’ve already invested fifty thousand dollars.

Like, since October. Like, I know the buddy’s there.

It’s just Alright. You know, that’s tough.

You’re done. I’m cutting you off. Okay. It’s obvious. No. No. I’m just kidding.

No. No. Please. I hope everyone enjoyed my episode of Abby’s got money mindset issues.

That’s awesome.

No. I mean, I think we can talk about how to go about.

Pitching this to them in a way that feels good if that’s getting in your way. But I think even just knowing that if the rule is about half of what the project was worth is what that particular is worth, then you can take comfort in the fact that it’s a rule. And if you don’t follow that rule, then you’re breaking the rule.

Do you wanna be that person Abby? No.

No. I I need to start projecting my money share on to my clients, like, ASAP. Yeah. Okay. Thank you. Thank you for letting me.

Awesome. I wanna hear how it goes now.

Thank you.

Then once you got that first ten k retainer out of the way, that’s your new low. And now you now you keep going above it. So be scared of what’s next. Not this moment.

I mean, I am.

Awesome. Awesome. Thanks, Abby. Naomi. Do you have a question and a win to kick it off?

A win.

I reached out to Louis do you know Louis Grenier from, everyone hates marketer? So I reached out to him and he said I could write and emailed in his list.

That’s exciting. I’ve never done that before.

Oh, nice. What do you get to make the email about? What’s it for?

So I have this interesting hierarchy that I created based on Maslow’s hierarchy of needs that correlates with different levels of seniority in companies and different levels of seniority in different sized companies.

And sort of tweaking copy based on those psychological needs.

So that it still sounds very professional still sounds very polished, but it hits on those deeper needs, that people people are really thinking about.

Okay. I love it. Cool. I can’t wait to see that. Yeah.

That was exciting.

Yeah. Awesome.

So okay. So in in more and more often, I have people asking me if I can work on their social content, which is not something that I have a ton of experience in. My background is more in demand gen, but because there’s so many big changes happening right now for Google and for meta, these traditional demand gen is just not working as well as it used to, furrow. A lot of B2B companies.

If you’ve heard of Chris Walker, he’s really, really a big voice in this, in this space, like cutting a lot of the ad spend and putting that more into organic content. And so it’s been really easy for me either to charge a lot for, like, charge a lot on retainer for, for social content. And to just suggest it to people, like, say, you know, because they, they know that if they’re not publishing on LinkedIn, it looks bad. It it gives people the sense that they don’t have something going on. So it’s really easy for me to suggest to them, you know, you really, you really have to start posting.

But I’m wondering if this is profitable because it involves a lot of time throughout the week. It’s not something that you can, like, always do on one day because if it’s a B2B company, you have to talk to R and D, you have to talk to product, you have to talk to sales. You have to constantly be in the loop. What are the new features?

What are customers saying? What’s our story? It’s like, quite an intensive thing, and there has to be design involved. And it’s like my Canvas skills are not so great that be doing these things on my own.

Like, I do need help from a designer.

But it’s like there’s huge demand for it and I’m starting to get good at it. So I’m wondering if this is something profitable or it’s just a huge time suck and I should try to limit it.

Do you see it fitting into Your future, three years from now, do you see wanting to do that still? If it wasn’t for the money, three years from now, what’d you wanna do?

Social copywriting.

I mean, it’s not It’s not what I find most interesting, but I’m also factoring in the, like, the market changes and there’s sometimes there’s demand for one thing and sometimes there’s demand for other things. That’s what I’m concerned about.

Okay. I just wonder because obviously as you build thought leadership out there.

People are going to come to you for the thing that you’re building thought leadership around. And as that happens, it’s just really a question of if you’re not gonna build any thought leadership around social, then it wouldn’t make sense to do it even though it seems like a good opportunity. And that’s purely because you’ll need to start standardizing the ways that you do this, put together you know, SOPs. Think about, is there a future where you offload this to, you know, a contractor who could do the work for you?

And give you leverage. Right? If we’re talking about how to get to really good money, you do, you need sources of leverage.

So it’s hard put those things together, those things being SOPs and all of everything that goes with documentation, And the people that you then train on it, if that’s down the road for you, it’s hard to do that if you’re flipping between lots of different things that people want you to do. If you were like, I really see this as a cool opportunity. I like doing it. I know how to do it well. I could see being able to bring in a good business with this and potentially train somebody or a few people to take over the work so I don’t have to, then they’d be like, cool. That sounds like something to explore.

If it’s not, then it’s not something to explore.

I think what’s what’s causing me to hesitate is that it’s so top of funnel that unless you have amazing attribution tools, which I mean, come on.

Not even really all that good. Like, if you have the money to buy six cents, like, You can yeah.

You probably have plenty of people to manage it in house.

Like, it’s so top of funnel And it’s so hard to track that I’m hesitant as to how much money companies would be willing to invest in it. I’m wondering how scalable it is. It’s fine. It’s enjoyable.

But if you combine the fact that it’s time intensive on a daily basis because you have to keep it up in order for for for the to get more and more attention, and the fact that it’s harder to link it to revenue makes it a bad deal, even though I have lots of people all the time asking for it. Where like if I’m doing a landing page, I can see all the numbers. I can see exactly, like, if I know how much an MQL is worth or an opportunity is worth, it’s really, really easy. For me to measure how much value I’m bringing to the table in a way that social content you just can’t even if you have amazing measuring tools.

Yeah. Now this is the kind of thing where it might make more sense for you to say no to the opportunity, but to have an affiliate or referral link that you can use to send that over to, someone else who does the work really well. So To me, it sounds like it’s an opportunity, like, to make money. People are just kinda throwing it at you, and that’s the thing that you have to, like, pause on. It’s so hard to. Like, it’s always gonna be hard to.

But you can still use that moment if you identify by anybody who is good at this work. And then there, I’d never know how to say her name. Aside.

Abby just chatted that over. Then you can maybe put together a referral program with aside to start making passive revenue off of sending referrals her way.

I would think about something more like that. I agree you don’t wanna give up these opportunities. It’s hard to.

But you also can’t let it distract you from the business that you wanna build unless unless it’s lit something in you and you’re like, this would be amazing.

And then you have to get strategic about whether that’s your new business. It doesn’t sound like it is. So if it’s not, can you just send it over to somebody else and make twenty percent off of it?

What do you think of that?

I guess I’m also hesitant because I people are just not telling me that they need help with the kind of stuff that I have been training on for the past several years. Like, they’re just not running Google campaigns at the same rate. I mean, Google it like, why is Google laying off so many people? Because their platform is not it’s not making money. Right? Like these things are all connected. So I’m wondering like I’m hesitant to refer them because I’m thinking, well, marketing is changing really, really fast, and maybe it’s going to look different, and I have to keep up with the times.

So I am not like a huge advocate of making decisions from a position of, like, fear of what could come.

And I’m not saying that you’re fearful or afraid, but there is that, like, uncertainty of the unknown.

And that’s part of, like, being a business owner, is the solution to shift, to offer something different Maybe it is. There are actually absolutely times when that is. If email shut down tomorrow, if nobody was allowed to send emails anymore, then you’d you’d need to shift and you would have been happy to have started shifting earlier when looked like things were changing. So to you, right now, it looks like things are changing for demand gen when it comes to like Google ads as like top of as as the entry point or re entry point into a funnel.

If you really do believe that, and you feel at peace with shifting to social. You feel like I I could make this cool. I could I could like I could make it so valuable that even though it’s top of funnel, clients will line up and pay me good money for it. And even though I can’t attribute, real revenue to it, they’ll still be willing to pay me and I can keep raising my rates.

But if it’s out of fear and just kind of like, this isn’t working right now, but this might be working. Then I would I’d pause before making any sort of decision on that. What is keeping your business? Is it just that Google is in a little bit of trouble right now?

Google’s like a huge business though. They’re chances are very good. They’re going to get the ship righted. Right?

They’re not gonna let their enormous business go down just because of some changing behaviors out there and AI being way better than Google is.

But, I don’t know. I mean, I I can see, you know, I can see your expression. I can see. I can hear what you’re saying. To me, I would only do social media if one, it lights you up in some way. You gotta be able to get out of bed every day and be at least eighty percent of the way to happy with the job that you’re doing.

And two, can you can you really turn it into something where you can standardize?

Higher people and just be the overseeing person who generates money from those people. Because like you said, social’s a quantity game. Right? They’re gonna be putting a lot of posts out there.

And you don’t you don’t wanna be the one doing all of that work.

Yeah. Yeah. Do you think that’s something I could offload to somebody?

Do you want to? Is that a business you wanna build?

I feel like I would have to be doing a lot of work with the freelancers or with whoever whichever contractors I hire in order to, like, explain the story and explain the concept, and there would be so much go between that it wouldn’t be worth it. So if I can pitch it as, like, one of the clients I’m working with now were we’re not getting a lot of customers, but we’re getting a lot of investors liking our posts, and which is a good thing because they’re going there potentially interested in raising more money.

So if I can pitch it that way, then it is a lot it it is worth it, right? Because that could be, like, fifty million dollars for the next row, fifty million, probably close to sixty, seventy million.

So if I can pitch it that way, I do think it’s worth a lot more.

But it’s not something that I can outsource. So it would have to be I guess for the right companies.

Can I ask the question, Naomi? Just like on the topic of today’s training, is there a way that you can have this be the intro offer and then fit it into your value ladder. So, like, they come to you for the social content, but then through that interaction, you do some educating on what they really need is, like, what you actually wanna do? Does it work as an like, fit in the door for you?

It sort of worked the reverse. Like, they may come to me for one ad, but they don’t need, like, twenty ads. They just need, like, three to four ads, and I’m like, you guys aren’t posting on LinkedIn. Like, I could easily take care of that for you.

Okay.

Yeah.

Well, then I think, I mean, then I think Joe’s asked all the right questions around, like, if you want to do it.

Yeah.

Okay.

I mean, Yeah.

And it might feel like you can’t hand this off to people. But, I mean, we’re talking about building a high value business where you get good money out of it, and it makes really good consistent money So the general rule is, like, you build people, people build business. So your job isn’t actually to build the business.

If you think of it as a business that has a future state where you’re gonna make five million dollars a year, If that’s the business you’re building, you can’t make five million dollars a year as a one person shop, even if you wrote a best seller and it stayed up top of the New York Times for three years. Like, James cleared not to do everything by himself either. Right? So you you have to To get to five million, let’s say that’s your goal because why the hell not?

To get there, you’re gonna need people. To get to three hundred thousand, you’ll still need a little bit of people. So, like, the gap is not that weird. It’s full of people in there.

So I would say if you can find a way to standardize things like I know it feels like everything is custom.

But maybe sixty percent can be standardized and you can get people to do that for cheap and you train them on it, you make sure that you’ve spent two full days in one week just getting them ready to go on this. Testing them, putting them through it, and then you hand them the work. And then you make money on top of that. That can be a good path if it’s always you doing the work and it’s social media too, which it you’ll probably burn out on it one because it doesn’t it’s not why you got into this.

So you’ll burn out on lack of interest and on a lack of time. And it might even turn into a lack of money, if the market, you know, if more people start doing it, not saying that’s gonna be true.

But Right.

Okay. Yeah. Interesting. Yeah. I could see doing something, like, We do one post related to statistics and one post related to, like, overcoming objections and one post related to this. And Like, there’s a a certain tone and, yeah, I could see that.

You can theme those weeks out for them and make that part of your process. Sorry. We’re gonna be talking more about theming your social media as well, to make it easier to to do stuff there. And so, yeah, that’s if you think, hey, it might be able to be standardized, and I would give it a shot.

I know it’s late for you, but, like, maybe sometime this week, you put a block together to see, like, how could I standardize social media posting or creation of these things for VA. So maybe it means you need to hire one VA who can write captions and another who can use Canva, and you just oversee the two of them. But then you have to, of course, budget that and make sure that you can charge accordingly and that you really do have a pipeline full of people, at least three people you can easily convert tomorrow on x amount for a social media package that’s, like, more of a retainer. So you have that nice recurring revenue.

Yeah. Okay.

Yeah. Yeah.

Cool. Probably also lots of room for AI. Yeah. No shit Katie says in chat. Yeah. Totally.

I’m sure Stacy is giving that a thumbs up too for the writing stuff.

Cool. Naomi, how are you feeling about that?

I feel like it needs a lot of ironing out.

But if I could I guess, like, I could hire a contractor, like, when I’m charging sorry, I’m just gonna use checkout because it’s easier for me. If I’m charging ten, fifteen thousand checkout a month, and I can hire somebody for five thousand checkout.

That’s one half to one third of what I’m making, and then I can manage the, like, working with clients and setting the ideas for the week and editing, then it would dramatically reduce the amount time that I’m working, and I can still make sure that their brand story comes through and that the right messaging points are coming through. And that we’re actually talking about the right technology and the right features, and that I’m not just pulling things out of thin air, that might be profitable.

So I can see that working. It would still be more days a week than I would like.

But I can see it being scalable. If I can come up with, okay, we’re doing one post every two weeks on a new article that comes out, one post on overcoming actions, one post on benefits, one post on interesting statistics, depending on who we’re trying to convert something to that effect.

Yeah. Awesome. Katie, were you gonna add something?

No. I have a kind of related question just on subcontracting if it’s okay.

Okay. Cool. Yeah. Thanks, Naomi. If you have a win by chance to share Katie?

I have a new well, so we we talked to before about the agency for steps.

And I’ve sold my first project where I bundled in design. So I am project managing, and I’m, like, leaving with the designer. So it’s that’s exciting.

Amazing. Yeah.

But I’m not, like, I’m not making isn’t with the caveat because I’m not late. I didn’t I didn’t mark up the design.

Hence my question now is, like, so the agency first steps that I did, I put out, like, a call for collaborators who work with a similar audience. And now I have thirty people who, like, filled out my form, have a mix of designers, tech, like tech experts, OBMs, other copywriters, So that was kind of my, like, seeding the agency, like, getting interested people to come out of the woodwork.

But I’m I don’t know how to make money off of it. Like, I don’t I’m like, okay. So, like, I know that I could refer out to these people, and, like, it’s great to have this you know, network for to refer my clients to. But I’m kind of stuck on, like, you know, even when you were giving Naomi about whether or not she wants to work with an agency because they’re limited in how much they can pay. I’m now, like, I’m, like, well, how do I make this profitable while also being like an appealing person to work with for these people who fill like, who come out to who’ve shown up for it.

Yeah. So I would are the people that are currently subcontracting for you, are they charging a reduced rate to you or their standard rate?

That they charge them.

So currently, they haven’t, like, I ask people to share their signature offer, like, what the main thing that they do and if they have a date And everybody has shared their standard prices so far, but I did kind of, like, leave the door open, like, I’ll be in touch with, like, So the people that I like, I wanna reach back out to and, like, open the conversation about what it would look like to white label their services but I just I didn’t like, basically, I’ve been leaving them hanging now for over a week because I didn’t know what I was gonna go with in terms of my next offer.

So you’ve got designers as subcontractors who else.

What I really need is, like, OBMs who will take the emails. I might even put them into the email marketing platform, like, set up the automations for me, help people clean up their tags and stuff like that, or also because I’ve been pitching these, like, post sale sequences for people to you know, set up the triggers within the program and the conditional, you know, blah, blah, blah, blah, like so design, obviously, like, for front end stuff and then back end implementation.

Okay. Cool. Yeah.

Okay.

You won’t make money as an agency if you don’t control those expenses. Yeah. And that’s just the reality of it for every single agency.

And that’s why it can be, you know, very hard to hire the person you really want to hire.

So markups are a thing.

Definitely.

You’re not marking up at all right now.

No. I mean, but, like, This one, I was kind of like, okay, this is like a training wheels project, and then I’ll look from now on. It is definitely gonna be marked up. So And it’s a project for return.

This is a project.

Okay. Is there room because it sounds like its performance base starts measurable? You can sell it into a retainer afterward?

Yeah. I’ll probably okay. Cool. Yeah. I would encourage that.

What were you gonna say before I cut you off? Sorry.

Oh, well, just this is the one where I I did pitch her. I gave her the option of taking the performance based, but then she she was just like it’s just easier for me to know, like, what I’m gonna pay upfront. So she we went with that. Yeah.

And you can still do an upfront, like, a flat rate. Regardless of how it performs. It’s just your job as part for this retainer is to keep measuring and reporting on how it’s going. So especially if you’re doing email, like Yeah. What, like, my gosh.

So So when it comes to the subcontractors, you need to start by figuring out what profit you need for this to work. So that means you come to the contractor with the budget that you have for it, and they have to decide if they can do it for that low cost.

And it should be low. It should be, like, much lower than they would charge if they were to go out into the world because, obviously, You’re doing all the work. Right? Like, it’s all on you. Every bit of this is actually on you.

So because they could flake out on you. There’s too much risk. So you’ve got to get their rates way down, uncomfortably. But a lot of people are like, well, at least I didn’t have to sell. Like, I didn’t have to go get a client, so that’s okay.

That’s a that’s, like, step one is to gather a budget to get you to profit ability? How how much do you have to charge clients for this to work? How hard do you need to work to get them into a retainer? Like, is it really important for your business?

I would say, yes, it is. And it’s also a no brainer too for that retainer retainer again being a flat rate but you keep measuring every month how you’re doing and how it’s affecting the business. So that they see the value, but they’re always paying the same amount. So really obvious one, you start off with a project for twenty thousand dollars, then you move into a ten thousand dollar a month retainer, adjust those prices.

However, you see fit.

But if you were doing a twenty thousand dollar project with two subcontractors in there and your time in there as well, let’s say this works out over a six week or eight week period, I you wouldn’t wanna spend with those two subcontractors.

They don’t get more than five thousand dollars. Right? Like, got twenty thousand. Two of them take up half of your of your revenue already and leaving you with only thousand for your time for all of the client management you have to do for you continuing to build the business going forward you need at least ten thousand dollars for you. So five thousand would become, like, that’s the top end of what I can pay for this person to work with me for eight weeks. So twenty five hundred bucks a month for them to get these things done.

But if you know that, then Good. The number is based on the number that you need for this to be a viable agency for you. Does that make sense?

Yes. I just I feel like I guess that is assuming, certain level of standard in the projects that we’re doing, whereas I haven’t got that far yet in terms of like like, right now it’s just me being, like, okay, on the call instead of saying, like, and introduce you to somebody who does that being, like, I have a some, you know, I have somebody who can do that. So it hasn’t been, like, I don’t really have a standardized offer yet. So figuring out, like, the numbers is a is has been more hypothetical. But I can see I can see what you mean about, like, starting with the profitability, but, like, starting with a profitability versus starting with somebody else’s price.

Total that’s exactly it. It will be hypothetical too. It’ll feel uncomfortable. Like, isn’t there an easier, better k.

Have you read I would encourage you this won’t help you figure out what to pay people, but, pricing creativity by Blair ends is a good book for this.

Again, it won’t give you that, but it’ll help you just create context around making those decisions for what you pay the subcontractors, how you talk with them about their value and what they need to contribute. Like, it’s not gonna help you manage them. But you’ll be a better, armed, I think, to have a good conversation with them about prices that will feel low to them and should. If it doesn’t feel low to them, there’s probably a bit of a problem there.

But they get to work with you and all of the extra benefits of that.

Yeah, I know it’s hypothetical. It doesn’t feel as grounded as it ought to. Once you start getting into it and see what the market will bear, for new clients coming in and contractors being paid and what that gap is and how profitable you can be in there.

Then that’ll help a lot, but you just gotta start throwing numbers out, sadly.

Okay. Okay. Thank you. I would not pay more than fifty percent of the total budget on subcontractors.

Okay. Okay?

Yeah. Are you near that right now or not at all?

No. Not even co I mean, I charge fifteen k and the designer is gonna charge She’s doing, like, a show it template plus customization. She so I think her package is four k, and it involves she’ll put the email to convert kit and hook up convert kit to the site. So, like, I feel like that’s a good package for me to be pointing people to, and I just need to have a conversation with this designer about, like, bundling it into my package. Yeah.

And I’ve had a conversation with this designer in the past, like, she offered to make me an affiliate for her So, obviously, she’s comfortable, you know, knocking the price down for for ease of sale So I feel like that’s a good first relationship to build out.

Yeah. That’s awesome. Yeah. I know it’s tough.

Tough. But yeah. There is money on the other side of it. It’s just agencies at the beginning don’t feel profitable.

Until you hit that point, then it’s like, oh, there’s money here. Yeah.

Looking forward to that point. Yeah.

Alright. I’m gonna let you know it’s there. It will happen.

Cool. Okay. Thank you. Thanks, Katie. Anybody else?

On that same point, I’m wondering, like, how much time do you have to invest in training subcontractors at the beginning? Because, like, if I’m thinking of all the people that I’ve worked with, like, I would hire ninety seven percent of them. And like, because I don’t like the way that they write. I don’t think that they’re conversion focused, and they were my colleagues, obviously. So I wasn’t training them, but, like, if I take that kind of person and think like, how would I train them? Like, it would be a challenge, especially if they, especially if they had some experience because they are like stuck in their ways. They have like a way of doing it.

Yes and no. Right? So I think it’s one thing to keep in mind that’s hard for a lot of us to keep in mind is, like, it’s like, you’re the boss though. Like, you don’t have to start from a point of you’re okay.

I’m okay. Like, You’re the boss. So you get to say, here’s the standard of performance that I expect. I will train you on the standard.

I will give you the SOPs checklist. I’ll give you all the tools you need. I’m here to support you as well. We’ll have regular I promise transparency and communication with you all the time.

In exchange for that, here’s what I expect. This is this is the standard. Are we agreed on this as the standard? Here’s how we get to that standard.

Are we agreed on that as well? But that’s like, you’re you get to train them. You get to put them into that position of being able to be valuable for you so that they’re not an expense. Of course, in any way, they’re like a real asset.

So You do have to train them. You have to be ready with everything that they need to be successful in their job.

But then you get to say this is where you have to be. And then if they don’t perform to that level, then you get to have a hard conversation with them.

And you don’t it’s it is. It’s hard to find people. You have to lower your expectations and the only way to help raise those expectations. And it’s like a shoving.

Like, it’s it’s not light work. It’s like, well, you’re really working to get those expectations up across the board. Is to make sure that you’re modeling the exact behavior that you want people to follow, and that you are training them really openly and, like, allowing room for them to mess up once on a thing. Can’t mess up twice on the same thing, but again, have those that open communication with them.

But nobody walks in ready to go. Nobody ever. Even if you went and worked somewhere, you would still even though you’re at the top performance for what you do, you would still have to go and integrate into a new organization with new ways of working, maybe they do OKRs, maybe you like OKRs, and they don’t do them. Right?

There’s always gonna things that you’ll have to figure out and same is true for them. So have that empathy, but the more time you put into them, the more you’ll get out of it. And that’s why it can be so valuable to hire rather than to use hire as soon as you can if you’re building an agency.

Instead of I know a lot of people succeed with VA’s.

But if we’re talking about for important work that you’re gonna be setting down and training somebody on for hours and hours and hours, then you don’t really want them to leave. Right? You wanna, like, get them in and keep them. And that’s why a lot of agencies start with, really cheap, brand new people, like fifty thousand dollar salaries right out of school because you’re gonna be doing all sorts of training. And that’s it. And then that leaves you good room to also increase their salary as they perform well and make them wanna stay with you longer.

But yeah, I don’t know how helpful that is on the subject, but yes to training.

And if you can If you see this as an agency you’re building, can you bring in somebody to be on staff sooner than later? Colin Junior, Yeah.

And at what at what point, like, what revenue point would you consider taking somebody on? And roughly how much time would you assume? Like, Is this gonna be two weeks? Is this gonna be three months?

Like For an agency, I’d take them on immediately in a second, do you think it’s time to hire?

Do it. You just pay yourself less. It sucks. But, like, you eat ramen for a little bit and not the good stuff.

And, you’ve you’ve got them on and I have seen people who are driven. If you’re in this room, you are very likely to rise to the occasion. You’re going to find the money to pay them and yourself. And that means you’ll be taking on interesting projects.

You’ll be telling yourself I can’t go into this meeting and take less than ten thousand dollars for this retainer. I I I can’t afford it. So I need to go in there and be really good at selling them on this ten thousand dollar a month retainer. Then the next month, once you hire another person, now your retainer is a twenty dollars a month, and you have to make it work.

And you do. So if you weren’t building an agency, then there’s different ways to think about hiring, but you are, you will need people without question. So I think you need to hire, hire now. For cheap, especially if you’re gonna need to put a lot of time into them because you actually do have more time now than you’ll have over the next three years.

And then after the three years, then you’ll have more time again. But that’s when you’re at the three million mark and you have to build a leadership team at that point anyway.

Yeah. Ironing.

It’s not fun, arming so hard.

But do now. There are juniors out there who are ready to go. Just want a chance and some money, please. I just also want some money.

Cool. Any other questions or thoughts on that? On anything.

No?

No.

Sorry. I have a lot of questions. If somebody else wanted something else to say.

Would you, in terms of prioritization, I find that the thing I struggle with most is finding designers, because I can’t, like, I can’t write something without having it designed. It just won’t perform. And I need a designer that I can work with, because I need a designer that knows something about UX and will listen to me when I have suggestions.

Would it be more reasonable to hire a designer first, or should I continue to search for freelance designers that I can partner with? Because I haven’t I haven’t looked so much, but I’ve found that it’s hard to find people number one that are talented and work in the same projects that I do and number two that are available and cooperative.

Sorry. That was a service delivery.

So my I have to get into my office so badly.

Sorry. I lost track of the question I had an answer. Oh, the design stuff. Yes. Of course.

I’ve been watching Nicole here. Nicole is our designer and social media person on our team.

And so I’m sure she’s had lots opinions over the course of this meeting. I don’t know Nicole if you do have anything to add. I can say because I don’t wanna put you on the spot. Or do you want do you have something to add?

Not much to add necessarily, but it’s it’s I can understand, like, it’s hard to hire anybody. Like, designers aren’t no different than any other position, I would assume.

But I find that, a lot of designers, like, undersell themselves, and So that’s why it’s so much, like, you might find it is that much harder to, like, say, like, go on upwork because you might find an excellent designer, and they’re only charging, like, you know, fifteen dollars an hour for their work, which is silly. But sometimes, yes, that’s how it goes because there’s an oversaturation. So I can see how that would be difficult but I do find that, like, whenever back when I was freelancing, like, I did, like, being given a test project. Was really, really helpful.

And the people who are willing to do the test project, I find will be willing to learn more things and they’d probably be more of an asset to you.

Yeah. Good call. Totally.

Yeah.

And we found Nicole with a LinkedIn job posting.

So designers are looking at job openings as well, just like everybody else.

It’s hard to find them maybe in your network, but they are you post job opening, and you’ll get a lot of applicants, put them through a test, and just treat it like, you know, I mean, you’re hiring for your business. So this is the way it is. Yeah. If you think you need to bring a designer on full time because it’s part of how you sell what you do, then a job hosting together.

If it’s only a small part of what you do, like, you’re like, well, I always use them at the very end, but I give them all the direction.

And I just need them to make sure that they’re implementing what I say, then that might be something where you could find a really good VA. Like, time, etcetera dot com is who we use and so far so good.

And that if if it is a small amount of work, then a VA could do it. If it’s gonna be a lot, you see a recurring need for it, do a job posting for a a designer. Yeah.

Yeah. It’s more like if I wanna take on somebody to do social work, like there needs to be design, And a lot of times smaller companies just don’t have the design in house, or if they do have the design in house, either they’re a new first they’re a new because obviously you need to keep the product, like, you need to have design for the product, or they have if they have a marketing designer, there’s only one marketing designer, and they have like one hundred thousand things on their plate, and social is the very, very bottom of the list. So I’m left using Canva, even for large companies that have millions of dollars in funding.

So that’s why I’m wondering, like, if I’m gonna hire somebody, maybe it would make more sense to hire a designer before I hire a contractor.

It sounds like it. Yeah. It sounds like if it’s if it’s a big enough pain for you, and it’s really getting in the way of delivering.

Higher one. Yeah. You can think about different ways to hire them, but of the really good things about hiring people is it lights fire under your butt to make more money. You gotta make payroll. So you gotta do it. I would If it’s it sounds to me like that is the first hire that you need, you’ll probably need to have, like, someone else in your back pocket.

Shortly thereafter to, help, actually help you create those assets outside of designing them.

Some sort of content strategist or a copyright or whatever that person is.

But, yeah, hire them and, like, as a full timer.

And then but but make sure you put a plan together for how you’re going to make money and be profitable.

So don’t wing it, but it probably starts by just, like, doubling your rates right now and then watching all the training you can on how do how to sell better, like, sell like a freaking champ, not that you can’t, but it does not hurt. Sales is gonna be, like, your best friend as you build out your agency.

Yeah. Mhmm.

That makes sense. Oh. And do you have a sense until the point where I do feel comfortable to hire, maybe you could help. I have no idea what a designer should earn.

Like per project, per hour, no clue whatsoever.

Like I value it. I just don’t know how much is worth to pay for it.

I I mean, it totally depends where they are, but if it doesn’t matter where they are to you, then I’d put the salary low.

People always think that they need to put their salary really high, and it’s I not actually found that a higher salary brings in like, at the same level of higher candidate. It’s just often it’s someone who wishes they couldn’t earn that much money.

I know they’re like, no, man. No. And you find really good candidates at the lower salary as well. So don’t don’t lead with it has to be a high salary.

If they can work anywhere, that’s a benefit. If you can add in extra perks, like give them Fridays off. Just do it. Just out of the gate.

Just do it. Then these are the perks that will attract stay at home parents who have a design background.

And then you don’t have to worry about the salary being bananas.

But I wouldn’t know what that salary is. It completely depends. If they’re junior, if they’re right out of school, I know that you can, like, do a glass door to see what salaries there are. I don’t know how much I would rely on that though.

I mean, the number that comes to mind for me is fifty thousand. It’s not a lot of money at all, but it’s a good junior salary.

And it leaves you room to bonus them based on performance. If they do a killer job, you can give them a really nice bonus, then they’re like, wow, that’s cool. Also to increase their salary as well. Like six months later, if they prove that they’re amazing and you are like relieved of so much of the crap you’ve had to do so that you can go bring in more clients and hire more.

They’re really proving their value to you, then you can increase their salary. Course, you don’t have to wait to do it. You can do that at any point, but I wouldn’t start. I don’t know.

I don’t know what fifty thousand if fifty thousand is too low in today’s market or what, but start there and see what you get. You want juniors, right? You basically do. You want them to be able to use the tools and have a good design eye.

But you’re gonna have to teach them so much.

Yeah. Okay. Interesting. Thank you.

Alright. Cool. Cool.

Anybody else in the remaining eight minutes?

No? Good talk about all of this hiring stuff today. It makes me excited for everybody. It’s so cool.

Wicked. Okay. Well, then let’s wrap up. Thank you very much. Don’t forget. To attend the Thursday session thinking bigger.

K? And we’ll chat with you all online. See you later. Have a good one. Have a good week.

Creating and Vetting Your Productized Service

Creating and Vetting Your Productized Service

Transcript

So creating and learning productized services, those of you who don’t know me, my name is Prerna.

But what I’m passionate about product and services and packages is because, like, I told you, like, a minute ago, is that They’ve basically helped us scale to multiple six figures consistently as a two person business. We don’t have full time employees. We have contractors that we work with on a project by project basis. We’ve consulted and coached with close to a hundred entrepreneurs in our programs and through consulting sessions and things like that on creating and selling product services.

So it’s a process that I’ve, like, tested multiple times over. And I come to realize that these are a very, very effective way to prevent burnout because, you know, it’s they just speed up everything and, help you to take on more projects without just feeling overwhelmed and exhausted all the time. So they’re a win win, any which way you look at them. And, yeah, that’s pretty much why I’m an evangelist when it comes to prioritized services.

First up, your three step process, how you wanna create it, and how you wanna how you’re going to create unique productized services. You’re not just gonna look at what other copywriters are offering. And that’s been, you know, I know it sounds like I’m bragging here, but the point is that this process is what’s helped us create progress services that we’ve had other people, you know, use as inspiration, but point is I want each one of you here to create those packages and product services that other copywriters would be looking at in green Okay. How would they come up with this? And first step, you wanna ideate.

I’m a frameworks processed person. So, yeah, as you id it using the three d framework, I’m gonna walk you through that. Then you create the prioritized service using your, you know, choosing one of three foundational models and taking three different approaches, and then you validate it or vet it. And you don’t validate or vet it by, you know, outsourcing opinions and putting it into, like, Facebook groups to get pure feedback, pure feedback is is great, but you validate it with the launch of these resistance. That’s You know, the best way to know whether or not you’ve got a service that people are willing to pay money for.

So office to say, it’s easy. It’s so easy. And, yes, huge, it’s Greek fan here. So You’re welcome.

Okay. Step one. IDate.

Here’s the three e process.

There are three things you wanna look at. First up, your product service needs to be easy to understand. So anyone that you’re selling to or whoever you’re selling to, whether you’re selling to a SaaS company, whether you’re selling to online creators, like I do, or whether you’re selling to, rick and mortar businesses, you know, it needs to be really easy for them to see the outcome and the benefits.

So take some time to kind of because you know your audience best. Right? Like, this is what sets you apart.

Anyone else, everyone else may be like, hey, you know, with so many fast copywriters. There’s so many, you know, launch copywriters, so many email marketing specialists, but you know your audience best.

What are the gaps that you’re seeing in the market? What are the gaps that where are you seeing your audience struggle? I’ll give you an example here.

When, when we started our business way back in two thousand eleven, right, we started as social media managers and business bloggers. And one of the gaps that we noticed was that they would be people who would either, you know, be offering done for your social media management services or, you know, some some would be like more general ideas and things like that. But our clients wanted and prospects would want, you know, someone who would be able to look at the content that they had and, you know, just create social content for them without having my which they would be able to post when they would wanna post it.

Like, they didn’t wanna bring on a social media manager, but they did want that content. So that led to us creating what we call the grab and go social media content package, which, you know, literally would sell it every month because it would give people who are not ready to bring on a social media manager, but still want to remove the hassle of taking, you know, of creating social media content on a regular basis. So this is yeah. That was way back in the day.

Then, again, when we started copywriting, you know, one of the things that I noticed was that people would offer sales pages. People would offer emails. People would no one was offering, you know, like, a complete launch copy package from start to finish.

That led to fully loaded logs, which is, yeah, since been one not only on one of our most popular packages, but also, is has inspired a lot of spin offs from other popular businesses that, you know, you’re on a good thing. Right? So but why these po packages became so popular is because they were really easy to understand.

Because prospects could see the outcomes and the benefit.

Right? So use your understanding of your market to really think about, okay, What is it that, you know, folks need are not getting but would be an easy yes to them, which brings me to the next point. They need to be easier to buy. So, yeah, easy to understand.

They need to be easier by. You have no idea how many pages of quote unquote productized services I’ve critiqued as part of our, you know, when I coach, freelancers And I see that to buy the service, it would require either sending someone an email that they’re interested, or the price is not mentioned. You need to get on a call. I mean, like, that defeats the whole purpose of a prioritized service or a package.

It needs to be super easy for them to violate literally. Click a button, fill a form, book a call, make a payment. You know, that easy. And right now, I mean, with all the tools you have at your disposal, there is really no reason why anyone should be jumping to hoops to pay you money money.

So make it really easy for people to buy. And then most importantly, and how a product or service will help you avoid burnout and also be booked out is by ensuring it’s easiest to deliver.

The beauty of product as services and packages is that they should be they’re they’re painless. You know, you’re, like, really excited about offering them. I’ve been, like, doing the fully loaded launch copy package and raising rates audit. Like, right now, probably it sets up, like, twenty one k, and then you’ve got add ons. And I’m booked up for it is because it’s paid less for people to buy and it’s payments for us to deliver it.

So how do you do make it really, really painless to deliver by leaning on the fourteenth?

I totally am a frameworks person. I like to name things.

So yeah, tools.

When you’re ideating?

So it’s not just enough to come up with an idea. You need to think about how are you going to deliver it so that it’s like a real delight for everybody?

More so you.

So you wanna look at what tools are you gonna use. So if it’s let’s say you’re off on, you know, you decide to offer email audits, which is like a, you know, a go to starter package, but in your case, you come up with the idea that your audit is going to be maybe for More like a launch debrief. You know, I’m using the launch example because I’m super familiar with that with our industry, but Again, it’s something that’s happened. Someone’s had a launch. You’ve, you know, you you’re gonna audit their launch assets to see what could be better.

Right? So you wanna make a list of all the tools you’ll be using to do that because then you’re, a, super confident, b, you know what you will be doing and how will you be, you know, how will you be fast tracking, the delivery process The next thing is templates.

I don’t mean copy template. I’m not a fan of copy templates, but I am a fan of templates for communication templates for, onboarding your client. Like, if they sign when they sign up, what do they get? Like, you the last thing you want is someone to pay your money even if for, say, an audit.

They need to get an email saying, Hey, we’ve gotten your booking. We’re really excited. Here’s what to expect. Here’s gonna happen here is what I need from you, etcetera.

So what kind of templates would you need to make that process if your service would require other kinds. Maybe you’re doing a design audit. You know, maybe you’re doing a whatever kind of an whatever kind of productized service, maybe you’re going to be offering newsletters.

Is there a way for you to templatize that process?

To start thinking along those lines.

The whole ideation process for creating a unique productized service requires a lot of creative thinking and something that which is like, yeah, all of you are very gifted with. So I’m going to use that and I need to also go back to your offer suite and start looking at the next element, which is time triggers. What elements of your service are the fastest for you to execute.

So full disclosure for me, writing is the fastest. It I’m shockingly fast. I love to. Right?

So it’s like, you know, that’s why you see a lot of done for you copy packages from our business, because writing is the fastest for me. So it makes sense for me to lean on that. In your case, it may be data analysis, and or it may be design, or it may be you know, and, like, it could be any it could be strategizing. You know, that’s another thing that I really enjoy.

So you’ll see a combination of you know, and that’s what makes this unique. Right? Because when you’re you may be offering the same service as another copywriter.

But what you’re great at may not be the same thing that they’re great at. And this is the time for you to own those strengths. This is the time for you to say, okay, I’m really, really fast at research. Research was my time sink, editing was my time sink. Right? So, those were the things that we hired out to contractors.

But I mean, I would I would never dream of offering a research on the package, but if research is your, you know, strength, if we you’re really fast with coming up with great messaging recommendations or, you know, ways of customer data and putting it together so a client just can use it.

That’s a great product that’s on this to offer. Like, really leverage your strengths, leverage, the fact that if you’re fast at something, own it. And then boundaries.

Tight boundaries are what make packages a dream to deliver. Someone assigning for, say, a monthly package. For example, like the grab and go package that I talked about earlier, or we have a newsletter package that we run currently.

Or, yeah, we have a flash sale in a copy package that we already currently. You need boundaries and things. A prototype service, otherwise, can lead to a lot of burnout because you you maybe selling it to, you know, you may be selling it on autopilot from your site. And we’ve talked about selling processes, maybe in another training session, but, point is you wanna ensure there’s no scope creep. You wanna ensure that you’re not, you know, just throwing everything. Like, for the fully loaded launch copy package, my first the first time I launched it, and this was, like, you know, I don’t even remember paying twenty sixteen, twenty seventeen. Pointed, there was a lot in it.

And I realized that, you know, I need to taken up my boundaries because it was getting very blurry, very fast. And since then, it’s gone through several iterations, and they’ll continue to go through several interesting book point is even initially, I want you to start thinking about, okay, what boundaries do I need in place?

What happens if someone who signs a foreign audit says, oh, kid you, you know, change this section of copy. Are you going to include are you going to include copy edits in it? If yes, say, I will make edits to three key sections.

Right? What if someone signs up for a newsletter package with a three month commitment and in month two decides to cancel.

How are you gonna protect yourself then? What matters do you need in place then? Right? What cancellation terms do you need? What about revisions?

So how many revision requests are you going to enter today? What about communication?

Would you be available all the time or will you be responding to people, like, within twenty four to forty eight hours or within two business days?

Think about all of those things because all of this is what is going to make your package, not just unique, but also easiest to deliver, and that’s really, really important.

Alright. So once you’ve done this whole exercise, possibly you’ll have a few ideas that you can offer as packages, which brings us to step two, create.

So there are three foundational models, for creation.

The starter package, which is basically usually a single serve flat fee package.

You know, it’s I think exact best example is audits. It’s an entry level offer. Having said that does not mean that a starter package may necessarily always be very cheap. I do not want you to start thinking that, oh, you know, I can’t charge much.

Or I need to only go for, say, you know, a top tier package. You can, of course, but the starter package has other benefits. It’s great for people who may be new to your world. Who’ve never worked with you in the past, you know, who wanna get do like a small thing just to kind of see whether they enjoy working with you or not In our case, it’s it’s our consulting sessions.

We have profitably or before that, we used to have a rapid rise revenue session. So those are, you know, and profitably yours right now. It’s not a special, but, you know, it’s otherwise priced at fourteen ninety seven. And it’s a starter package.

And it’s, you know, we sell, like, I think four of those in a month, which is not bad at all. For a starter package. So point being, don’t let don’t let us the word starter, you know, get you thinking that, oh, it’s not.

You know, I wouldn’t be able to charge much for it. Price has nothing to do with it. Remember, you need to look at what are the outcomes and the benefits that a client is getting. From that package.

But pointing, it’s like a single serve, like, biopsy, single service because you do it one and done and you’re, you know, you move on. The next one is the monthly middle, I put monthly in brackets because it may not always be recurring, and I’ll show you an example of that in just a bit, the middle tier package. Now this sits quite nicely in your in your offer suite by because it’s, best for clients who’ve worked with you in the past or clients who are at a stage of business where they’re ready to bring, you know, get additional support. And most importantly, it usually caters to an ongoing need that a client may have.

Example, a rabbit go. Or newsletters or flash sale emails or, you know, maybe, many sales pages for a product description pages that’s another thing that I did a lot of us product descriptions back in the day. So, yeah, so those are like your middle tier packages. And then the top tier package is way more robust and comprehensive than the other two.

It has a lot. It just solves a huge pain point for a client.

Case in point, a website copy package, which is not just like three pages, but you maybe do like all their pages.

And this is a top tier package.

I used to earlier tell people it’s great for clients who’ve already worked with you. But I’ve since been proven wrong because we’ve had clients who’ve never worked with us tying up for our top tier packages.

So I’m no longer saying that it’s for people who are in work with you. It’s for people who are ready to invest in solving a burning pain point. So what we found and this is, again, from consulting and with our own business is that this is for the seasoned business owner It’s, for someone who’s got the budget and the team and has a huge pain that they need sold and they are willing to invest in it.

Web sites and launches are the first thing that come to mind, obviously, again.

You all know your business best.

Now once you’ve identified how whether you wanna do starter, monthly, or, starter, middle, or top tier, you can take three approaches to creating the package itself. You could go narrow. You could go wide and deep. I’ve talked about this earlier in my tutorial Tuesday as well.

Point is like narrow is where you focus on only one service and narrow down to one element of that service. So for email copywriters, It’s email copy is the source, and one element of that is auditing emails, or email strategy is another one. Right? You’re going narrow.

You’re just taking one element out of the copy process or research for that matter. Why? Why does you focus on one piece of the marketing puzzle? And then you combine services to create a package.

So you’re going wide. For example, you could take content marketing is a piece of the marketing puzzle, and then what you offer is blog and social media content, and maybe Facebook, I copy, you know, So that’s going wide.

Deep is, like I said, you focus only on one core outcome.

You can f you focus on one core outcome for the client and you include services to help that client accomplish that outcome.

Large copy, website copy. The outcome is that one result that the client is getting is that I’m gonna be solving this pain, which is, like, generally, the packages are also top tier packages, but that again, not the rule. This is just for you to, you know, look at how to approach creating your productized services.

So what else do you need when you’re creating, by the frame of use? Treaties, package inclusions, so what really including your package, use the three e’s and the foundational models to decide that positioning, how are you gonna be positioning this? Is it gonna harder package? Is it gonna be top tier, middle rung? Where are you landing? What does it feel like to you?

And here’s the deal. Again, Remember, we are not in the game of creating generic packages that everybody else is selling. So you’re not just doing, like, oh, I’m gonna do, like, a four email welcome sequence. Nope.

You wanna think different. You wanna think bigger. You wanna think more in alignment with what your strengths are. So you that’s why you wanna look at how are you positioning it? And then pricing.

How much will you charge for the initial three to five clients so you can better validate your privatized services? Because that’s what we’re gonna be talking about next. So where you land on pricing, a lot of factors go into pricing again. You wanna look at a What’s your time involvement?

What’s your internal hourly rate? You know, you may wanna do a bit of competition research as well, but remember, chances are you’re gonna find someone offering what you’re offering. So you wanna use what you know that you would be comfortable with and go with that. And generally be found, using your internal hourly rate using the time involved And also keeping in mind the outcome that the client will be getting from it helps you arrive at a figure that feels good and right to you for these initial consonants.

Remember, you will keep increasing the pricing once you validated it.

Alright. Which brings us to validation.

For me, the best and most effective way to validate is withheld.

I have never posted in a group saying, oh, I’m thinking about offering this what are your thoughts? Or maybe I if I have, it would be, like, probably way back when we store it.

The reason is because mine and I believe that sales is the best way to know whether or not you’ve got a productized service that works. I mean, which is what I was talking about earlier. You know, like people in groups can always say, oh, this is great, and you should or maybe you need to add this, or no one is going to buy that for point is, like, if they’re not your ideal customers, really, their feedback.

Their feedback is just that. It’s feedback. It’s not sales. It’s not money in the bank. The best rate validate and vet your productized service is by putting it in front of people who would actually wanna pay for it, so prospects.

Past clients.

You know, p you could put it on your social media profile because, you know, people would be asking there. That’s pretty much how we used to sell packages back in the day is putting it on on social media profiles. So how do you sell it? You launch it? And You launch it with what I like to call the launch of least resistance.

Yeah. It’s really easy to launch it.

Even a baby could do it.

You wanna launch it via a Google doc. I’m a huge huge fan of Google Doc launches. It’s something that talked about often and shared about often because it’s easy. It’s fast.

It’s painless. It’s very inexpensive for you to validate something. You know, you just you don’t need to hire a designer. All you need is a way to accept payments, you need maybe a scheduler, like, the tools that you already have.

Right? So it just may and as copywriters, it’s seriously, it’s like a free way to validate because you basically are hiring yourself to write the sales page for it.

So what do you need for your lines of least resistance? Clarity, really, really important. But when you are putting that Google doc together, it should include who is it for? Why do they need it? What will be included?

Why that matters?

How much will they invest?

And when do they pay? What happens after they sign up? What can they expect like a lot of clarity around it, especially, especially if you are sending this out to, like, say, people who have never worked with you before, like, cold to prospects or even like warm leads that may have gone cold.

Urgency is the other thing you need. Give me a minute.

Okay. The idea here is to vet your offer, not have a six figure launch. Just kind of let’s get our goals clear.

You don’t need thirty or three hundred people. You just need three people. Or the moment you sell one spot and someone’s paying for it, you’ve got a validated idea.

Three amazing. Now, you know, that you could go ahead and fine tune it and then pop up a sales page, like, pop up a proper design page for it. And start selling it on rinse and repeat mode. So you need to mention that urgency on your Google doc sales page clearly that you only have three spots, or you only have two spots, whatever is your capacity or whatever.

Again, remember this is your offer. You decided. You decide how many of these can you offer. Again, it may feel like, oh, let me just go ahead and tell ten of those.

Queen is if it’s a new productized service, you’re learning how to deliver it as well. So you wanna give yourself grace there and you’ll look at, okay, let me just do three of these to see whether or not I even like offering it. Because it seems like a great idea right now, but do I like offering it? You’ll already know it once you do it.

Right? The second thing is time, how much time is it taking me? And then because then you’ll be able to adjust your pricing accordingly. Right?

So you all of those things need to be, kept in mind. So urgency is kind of built into this. Lean on it, and use it.

And then credibility, really important.

Why are you qualified to sell the service have you set yourself apart from other others? It could be your process. You know, it could be your systems. It could be your I for detail, like, remember you, all of you in this room right now have a lot of credibility.

So important way to start using it and talking about it, including it. What past successes like social proof and you have in this space, you may not have it for that particular service, and that’s fine. But if you’ve, like, written, let’s say you are you’re offering consulting sessions for the first time. Right?

Maybe you’ve not never done that in the past. But have you, as part of your other projects, being consulting with clients, being advising them on strategy? If yes, you do have successes there. Right?

Or maybe, you know, you start you add on, say, email copy, and you’ve only been doing websites so far.

Can that process be replicated? Of course it can. Right? So start giving yourself credit where credit is due and start owning it and start mentioning that. So what past successes do you have?

In the space or the niche, whatever it is, think long and hard, and then make sure you include it.

Alright. So this is a real world example that I have for y’all. This was a package we’ve sold out just early this month. It’s called I wanted to show you the Google doc it’s not on our site.

So here’s the thing. It was called it’s called the Flashhell spritzer. And this is exactly how I the process I walked you through is exactly what. I do in our business.

So I’m gonna open this up here.

So very clear. Who’s it for?

What is the outcome?

What’s my credibility?

Why do they need it? Now, this is long copy. You’d again, You don’t have to. You want to, like, I found there are no real rules.

This is what works well for us. So I talk about, you know, Why do they need it? What’s in it? You know, overcoming their objections around, oh, I don’t wanna wait till Black Friday.

That’s fine. Discounts.

Who is it for?

And then what can they expect?

Again, this was a detailed bio here.

More social proof. Got Joe who got, yeah, got social proof here. Then what do they get? Now here this one’s really important because this is where I see a lot of freelancers slip up is you don’t just say, oh, you’ll get a questionnaire.

Why do they need a questionnaire? Like, what’s in it for them? I mean, a questionnaire is part of your process. How is it gonna, you know, help them?

So link learning extensive question is so I can understand your Flash software grant audience. Once you compete with me for a sixty minute calls where I’ll continue to deeper so when I sit down to write, I can write, like, you That’s the fact that they don’t have to worry about their copy not sounding like them because we’ve done all of this.

The email sequence. Again, what is it in it for them? So, you know, you’ll get all the emails needed to sell out your offer, like, Tara. Stewer minus the meltdown and ticketmaster snappos, then these are the bonuses that I was giving because, you know, it’s social media captions, business, boost blurbs.

This was like my urgency thing. I also had, like, capacity. So that was the other thing. And then simple thing, I also gave them then add on.

Then what happens once they sign up? Works like lemonade, easy and breezy, you choose which option you want, fill out the application form, they would fill it up. Book it with a fifty percent deposit comes with a total mentality. So giving everything to them, right there, timelines, questions, They could book a call or they could walk me.

Can you see how easy I could literally chip me sixty minutes to write this? Sixty minutes wide because I’m having, like, most of the social proof and things Right? So, yeah, that’s it. That’s how long it can take you to launch a prioritized service.

And be a good on time. So thirty minutes there.

Questions.

Well, thank you so much.

Go ahead.

No, please. You go ahead.

Okay. Also, I was gonna ask, how would you now distribute the fact that you have this productize service that you wanna because I I think a lot of people that are starting out or with this whole consultancy kind of thing is, it’s hard to get distribution.

Mhmm. So either you already have either you already have some influence LinkedIn or Twitter and you’re using it or, like, if you’re like me, you barely have any followers.

So how do I now distribute this this offer?

Yeah. Good question there. Okay.

So here’s the thing for, for me, personally, it was social media, and it was Facebook. Right? Like, Facebook was my profile at, like, my and my profile at that, not even my page. This is, like, back in the day, before we had industry.

And here’s the thing that we used Facebook, and then because, we live in India and we work with the global audience. Right? So reaching them in person is not really practical or possible. At least when we were starting out, now we, you know, still travel to the US frequently or can’t and attend events and things like that, but it’s not not that easy.

Having said that, if you are in if you’re working with, say, businesses in North America or the UK or, you know, in a country other than your home country, and you have, like, let’s say, no network.

Correct? Like, no social media presence, no email list, nothing. The best way you could distribute the offer that you have would be through warm email prospecting or through where you would like to look at the businesses that you would benefit from, bet who would benefit from the service and reach out to them via email.

That is one option. The other option is in person.

A lot a lot of in person events and, you know, that happen in North America and the UK both big and small. You may wanna start with smaller events. I I know of a copywriter who has No presence. He’s, like, I know him through Joe, and we met, you know, I think in in one of either either in Mastering you together or something like that.

But point it, He his Facebook profile has not been updated since I don’t know when and his, you know, Yeah. So I basically just reach out to him whenever I wanna check check on, him, on mess in messenger because he’s not very active on social, but he’s been able to build his, his business successfully just by attending in person events. And that’s why I keep telling him, I’m like, you know, you’re so lucky because he could just take a train and go to other end. Whereas I have to think about a twenty four hour flight just to attend one event.

So, if you have that advantage, use it. Like, I feel like not many, many copywriters that I know who have that advantage use it enough. Is it Is it, you know, easy to attend events? Nothing is easy.

Attending events is usually an investment. You do need to travel. You do need to make you know, pay for hotel stays or Airbnbs or whatever.

But if you don’t have a network that you can lean on right now, maybe that could be a shark. So so if you don’t have a network, one email prospecting, definitely one, in person events number two, the third is your peer network. So you don’t wanna you may not wanna sell you may not wanna validate your idea by, you know, getting a lot of peer feedback. I’m not saying don’t get peer feedback. Like, this is a great community you’re part of, like, the mastermind right now. So, yes, do get feedback for me. I feel like sales cures all, like, not not human beliefs, so I’m more a salesperson.

But you can always use your network to promote your productized service. And in exchange, you could have like a system of exchange, like a referral fee or something like that for anyone the essential way. So you may not have a list, but they may have. Right? So those are three ways right away. We we can also look at, like, you know, other sales systems, like I said, on another another training I can dive deep into various ways to sell these.

Yeah. Like, all different ways that we tested out and ways that have worked and ways that haven’t worked as well for us. One thing we haven’t used, the other yeah.

The reason I did not mention this is because we haven’t used it. So I can’t really vouch for the results from it, is, ads. You could run ads.

As well. So that’s an option to explore too.

Was that helpful?

Yeah. A lot. Thank you.

You’re welcome. More questions.

Anyone doesn’t have. I’ve been thinking about recreating these packages since I’m work. And then I have some packages in it. If your uplink, I I would love to get the ideas on it.

But, I wanna add a nun that women printed mentioned that, you can use cold emails. I’ve been using them since, like, I I was active on LinkedIn for, like, six, seven months. And I grew my followers, but now selling LinkedIn services. I was getting booked out.

So, yes, social media does work, but then when I pivoted to launches, seems like my ideal ideal audience doesn’t hang out there. So it was easier to, like, sell mini tier packages, but high tier packages. They weren’t just, like, not even ready. And now I’m, like, and maybe it wasn’t the right fit.

And cold emails, like, work meticulously. It just takes some some effort like up hand, but if you can put all your copy, like, volume copy hats, Because for me, I’ve never had a ten, like, above five k package ever sold.

Through any any of social media, but it does happen via emails very regular.

So it was very surprising for me. And if you want any resources, we can chat and rebuber, rebuber is an excellent source of, the way she writes cold emails. It’s like it’s just too good. So you can you can I I think her master class is, like, ninety seven dollars or something like that?

So that’s that. Do that.

Thank you. Yeah. No. It’s definitely something I have to try. To be honest, it’s just there’s a sense of there’s just so much stigma around cold emails just something I never even even really thought about for me to be honest.

Yeah. Sorry. Go ahead.

No. No.

Please. No. Please go ahead.

So I I felt this I felt a similar way, but when you see Breeze approach, I’ve literally got responses. Like, this is the best goal email ever. This is the best I I also added, like, my touch to it. Like, I I because I couldn’t completely align with pre.

So I obviously you find your own style, and I didn’t. And then when you put all your copywriter assets and it actually comes off because it’s not like, hey. The sucks hire me for this. It’s like a whole conversation.

And when you have that conversation, they’re like, Thank you for thinking so far for my business, which I could I wouldn’t have done that in the next three months.

Okay.

Yeah. Just to kind of build on what Alicia said, you know, like we, so when we started back in twenty eleven, we had No network. We were not part of any mastermind. We were not part watchments for, like, the longest time ever.

Joe was the first one I joined. Right? So, But and we had no connections online. Nothing.

This was, like, just mine and me.

And that’s how we landed our first clients was cold emails. So and this was without any copywriting training. So y’all have, like, I’m this was back in twenty eleven, and there were, like, zero tools Like, I had a Yahoo account wrong. So that is what I used.

So if we could close clients with that, I there’s no reason why you wouldn’t be able to do it now. And again, we’re not remember, we’re not talking about, like, oh, you need to, like, get five hundred or thousand contacts from LinkedIn or Biolist and all of that. No. What you’re looking at, you’re looking at, like, identifying thirty people maybe that you would be a good fit for and reaching out to say ten of them.

How hard is that? Like, break it out like that and think about it. So yeah. Don’t let, like, the, you know, I know, call emails gets, like, a bad name. But again, like, I posted out AI today, it, you know, who is sending out those call emails?

It’s it’s us humans. So it’s not cold emailed to blame. It’s how it’s being used.

Thank you.

Welcome.

And, y’all, does it have any question questions? I would love to get your ideas on the patches packages that I’ve been thinking of. Like, I wanna specialize in funnels, but I am, like, I’m getting a lot of traction with goal emails. So I also I am also thinking that it can be like more than three packages for funnels, but I’ve thought as the first one is done with you funnel for course, like, people coaches who have an idea, but they’re so scared and they’re, like, you know, I I’ve sold this, like, two spots.

And one is they can’t see beyond their head. Like, they’re like, okay. I’m great at so many things, and I wanna create a bundle of all that things. And it doesn’t make sense in in the in package.

So it’s like a done with you funnel where the first part is like solid aggregation where we only stick to one part one part and specialize in it. And then I’m I’m selling it for two thousand five hundred. It’s eight eight weeks.

One ninety minute call a week. Have already sold two of them. One for eight ninety seven and the other one for two thousand five hundred. So it’s, like, already and this is, like, not even putting a Google page.

It’s just verbally LinkedIn posts and all. That’s the first package. The mid tier package, now I was thinking of doing a minimal viable funnel. But then now I’m seeing a huge need for list growth.

And that is, like, I’ve been chatting two operators and they’re like, my my programs have sold out before, like, on a huge scale, but now they’re not because my list is capped. So it’s the offer is not the problem. The list is. Like, I’ve worked with Laura, Danny, Samorovis, Paula are sharing the same thing.

So this is just for copper. It doesn’t I’m sure it is somewhat similar for course creators as well. So I don’t want to limit this to creator, course creators. It’s for creator.

Like, it could be for operators, could be for any creators. And the the idea is three related magnets, three landing pages, three nurturing sequences. And if needed, one abandoned cart sequence as well. Mhmm.

So that’s like my middle offer. It will be around eight thousand dollars to nine thousand dollars. I’m currently I I I I’ve sold a fragment because this is just, like, very new. I’ve sold a fragment of it via Coli Mills.

So still need to test this. Then the top tier is now I have, like, two, like, one is the whole thing, and then it could be, like, a down cell. So the whole thing is like a proper full course funnel when if it adds, pre launch emails, launch emails, post launch emails, and even the onboarding emails and upsells, down sells, the cross sells, the whole, the whole full package. And then a minimum viable launch could be, pre launch emails, launch emails, sales pitch. So that’s, like, just one offer, but This is what I’ve been thinking, and now I’m thinking, like, if what are your thoughts on this first?

Just any one of the coupon away in?

Any questions?

Okay.

So my first thought is with the starter package, you already validated the done with your follow-up thing. I mean, you could obviously go ahead and run a pro so it’s it’s a validator offer. You would actually start, like, kind of selling it, owning it, and talking about it and promoting it.

The middle tier.

One it sounds like I’m just a little confused about the outcome. Like, why do they need three lead magnets? How is it going will it create recurring income for you? Are you gonna be giving them one lead magnet every month or every quarter?

What’s the what’s the benefit in that for me as a creator, if I was looking at it, like, how would you be helping me test them out? Like, what’s in it for me? Why would I need to relay my to begin with? Is my first question as a creator?

Do I get all three of them together? Or is it more like a quarterly thing?

How does the abandoned cart sequence fit in? Because we’re not really selling them anything. So I’m not clear about the outcome or the benefits here as a prospect.

If you have sold it, great. Maybe look at it and see what you could, you know, optimize in there. If you haven’t sold it as is, because I’m not sure if I heard you say that you’ve sold it. You said you’ve spoken with a lot of copywriters, or have you done this for a lot of copywriters? I’m not really sure.

No.

I this is what the idea which I’ve got from copywriters because okay.

Got it. Cool. Yeah. Yeah. Yeah. Yeah. Okay. Great. So, yeah, so I think this it’s a it’s a really good idea, Alisa, that would help you kind of generate, like, make it into almost like a recurring package.

For I’ll give you an example with the flash sale emails. Right? So people have, like, have the option of three days and five days, but they could also bill book multiple packages if they wanted to run say quarterly.

Sales, right, which is great for them and great for me. I’m not working on multiple, you know, I’m not writing, like, five different sequences for them or even three different sequences for them, but I’m writing, but I’m still booking them in for three different packages. So because they could see how they may need, you know, say three different flagships for three different offers that they have.

The idea you have is good. I would like spend some time spend some more time in the ideation phase there looking at How can it be easier, easy to understand, for your prospect? Right now, I’m I’m tripping over a lot of things. I’m like, okay. Well, why would I need all of this?

And how does this help? Do you think?

Sorry. Go ahead. Do you think it’s better if I do, like, one lead magnet one, then they can book multiple there. So the the outcome is you get, like, the ideal clients in your list.

So if you’re buying my these the entire package, three late payments, three landing bridges, email sequences, three sales emails, and a bunch. So you’re selling something at the end, and every lead magnet will be will be leading to one of your products. So I I missed that part. And then the whole, like, my aim would be adding five thousand subscribers to your list through this.

Mhmm. Mhmm.

You know, it it, like, you you could and then if if that seems like a huge thing, we could we can, like, make it very small, one lead magnet, one landing page, one email sequence, one sales email, one event.

So this is like one because you said that people can book multiple flash sales emails. So I just want that if that sends sounds more sensible. So it’s like a smaller commitment and they can book multiple packages if they get ROI out of.

Yeah. Yeah. Yeah.

And so put it out there, vetted, like, like I said, you did the other one with the LinkedIn post. Maybe you could vet it with the LinkedIn post again and see if you have any bytes. And if you do, then run it and see what gaps you come up with. So you can optimize it further before formally launching it. But, yeah, that will probably be better than, like, the whole three lead magnets, three sequences thing because that just throws you off and you’re like, okay, well, what am I gonna do with all of that? So that’s good.

The top tier is, of course, the fully, like, is what we have as the fully loaded launch.

Profiles, I would because I’ve now seen so many of those. I’m gonna and you are in CSP.

So I’m gonna challenge you to kinda look at what gaps can you fill beyond the, you know, I I don’t know if you if you I’ve shared my one thing with you.

So the process is same. My style is So I’m adding, like, stand up com like, elements of humor and stand up comedy there.

Yeah. Yeah. Yeah. Yeah. Yeah. Yeah.

That’s, like, the process is same, but I I’m doing, like, a lot more analogies, a lot more, like, humor.

And if if you’re selling to mom, so there will be sprinkled mom jokes, which are resonating with your audiences.

So I think my my style comes different in the end end delivery, but I’m open to hear if I can change something in the process as well. So Maybe you could use positioning here to kind of separate yourself.

It just kind of depends on how you put it together.

And share it.

The reason I’m a little skeptical about it being able to stand out just on the basis of humor in copy is because a lot of us do use humor in copy. We do that’s the whole idea. Right? Like, if your audience is moms, you do, you know, you wanna use, like, mom jokes or references from there, or mom life references, or if your audience is like dentist, then that’s where you go.

I mean, like, that’s part of what what we do. I would be interested in seeing how you really own that one thing and help let it shine in how you present it. I’ll give you an example. For me, one thing, has always been ROI and helping creators accomplish greater ROI out of working with us.

Right? That’s, like, part of our offer one thing. When we the brand one thing has always been blending copy with food. So but that’s only for our brand.

I’m not gonna be leaving in food references for other clients.

Is so in your case, I’m just wondering, is the stat of comedy across the board for clients, and I’m gonna I don’t wanna confuse you about your one thing here, but I’m just touring it out there. Like, is the stand up comedy means copy your one thing for your brand? Like, person who comes to mind is Liana Patch.

Who’s made it part of her brand. Anti brands. Right? Is that where you wanna go? Or do you wanna keep copy and comedy as part of your brand? And then take have, like, a one thing that’s separately. So if it’s copy and comedy for your brand and Poine’s brand, slightly, Adam, then I would be interested in seeing how you present the package.

Like, what different would it be? Would you be giving them, like, for instance, one thing that comes to mind is would you be giving them fun one liner real text ideas to, as for pre launch and launch, you know, would you be giving them, like, how can you make the whole because it’s not enough to say, okay, I’ll stand up comedy meets copy. How is it actually meeting? Where is it meeting?

Right? Would your add text be, you know?

Oh, do you have, I know we are short on time, but I’ll share this in Slack with you. There’s a really great resource on, that that I had I bought back in the day that was comedy and Facebook ad copy. It was so cool. Like, their ads were just, like, hilariously good, but also high converting. So You know, so you so think about, like, that’s why I wanna push you to think about don’t just go to, oh, it’s gonna have your sales page and email sequence and all, yeah, short. Like, I know thirty other copyright organizations have gotten the same thing. So, you know, how are you setting yourself apart?

So, yeah, spend some time in the ideation phase for your packages. Yeah.

Thank you so much. I know it took a lot of time. I’m I’m open to hear if anyone else has questions.

Alright. Yeah. Esther, any questions?

I actually have a question.

Alright. So, Prina, in the three piece, you mentioned, in the positioning, that don’t set yourself up, exactly the way others are doing. And you’ll keep an example of, let’s say, for, email copywriting. So if you’re if you’re an email copywriter, don’t don’t package your, product as saying that, alright, I’ll write four email sequences for you and everything that’s the that’s, that every other copyright copywriter is doing. So what would you suggest how to make our packages stand out? So since our services are all aligned because we are all copywriters. So how can we still stand out in the packages?

Mhmm. Mhmm.

Again, go back to your processes and, you know, go back to your go back to things that you, like I said, like, look at what are your surprisingly or shockingly good at. For example, you may be really good at coming up with micro copy. You may not even realize it. Can you own that and say, okay. I will give you e for So let me show, like, with the Flashhell scritzer. Right?

It’s a package of Flashhell emails. It’s not something that’s others haven’t offered before. However, what sets me apart is not just the fact that I will be giving it to them within five business days, but also that I will be giving them social media a copy to promote their thing. Why?

Because I’m leaning on my social media expertise from back in the day. I used to do this day in and day out. I know social media and it’s not something that I’m gonna be, just winging it. So what other skills and talents do you bring to the table?

So if going back to the point, if if my full copy is a strength of yours, can you use that strength to give them CTAs or micro copy for the site’s banner promoting, you know, like a sticky banner promoting the sale that they have. Can you give them, you know, can you give them multiple subject options instead of one or two? You know, can you give them, like, whole CDAs to use on social so that is how you set yourself apart.

You wanna look at your strengths. It’s not like, okay, Welcome sequence packages. Diamond doesn’t, but maybe you find that your strength is coming up with really great and creative thank you pages. So you tell them that, you know, with your welcome sequence, package. I’m gonna give you a thank you page that’s gonna help you increase conversions or get to know your audience better. So lean on your strengths, which is why you really need to know your know yourself.

Need to know your client, yes, but you also need to know yourself. Alright. Thanks. Does that help, really?

Yes. It it really does help. Thanks a lot.

Awesome.

I was just gonna ask a quick follow-up to that. So I’m actually a UX writer for my day job.

So you said micro copy.

And I’ve really thought about how I can kind of merge UX with because I wanna do SaaS emails as well.

So now that you mentioned that, I’m thinking how I can bring the UX element because every settlement app and, you know, all that stuff. So, that got me thinking into how maybe, like, maybe emails and could be like a package by itself.

So One hundred percent. You know, UX is a part of everything. Right? Like, You could do so much, and then with your knowledge of UX, you could do, like, if you’re selling emails, you could do a user experience audit of what happens when someone opt in.

Okay. You know, that could be your starter. And then once you’ve audited, then you can Here’s the thing. Your, the other thing you wanna kind of keep in mind which we found works really well is your package is generally, you know, lead and kind of which is why I want you to think about them as an offer suite and not like, oh, let me offer this because the world is offering it.

No. Where does it fit into your business model? Right? So they sign up for a UX audit because, hey, you’ve been doing this professionally or, you know, you company trusts you enough to hire you.

So you do an audit which then you say, okay. Here’s your audit. Here’s how I can see. We can optimize it.

And here’s how we can continue to work together. I can you know, either make those changes for you, or I can help you get more out of it by writing the emails. Yeah. Yeah.

Just kind of going from there. Not just that. You could also do, you could even look at there. You could do, like, a not just the opt in thing.

You could look at the whole website. As a whole. Right? So it just there’s so many ways that you could use the skills you already have.

Like, I would just start by, like, listing out all the skills you have. Like, is that that’s just like one teeny tiny part. Right? It’s the checkout experience.

Can you use the checkout experience and then sell them on about in cardinal sequences?

Could you look at the welcome email that goes out and then do an onboarding sequence for them? So I mean, I could just go on and on. Yeah.

Thank you.

You’re welcome. Awesome. Hope this was helpful. Perfect. Esther, happy to hear you.

Thank you so much.

Awesome. Great. So glad to hear that. Let me know if you have any follow-up questions, you know, where to find me. The recording of course will be, and They’ll be where it is for y’all.

But yeah, thank you so much all for being here. And, I’ll see you in Slack

I know a few people have DM’d to say they’ll be showing up a little late today, so I’m just gonna roll with it.