Tag: advanced skills you use

Writing Copy to Segment Your Leads

Writing Copy to Segment Your Leads

Transcript

Cool.

Alright. Before we get started, who has copied or review later or stuff that may require some extra time, and I’ll try to make sure we are pacing ourselves accordingly.

I have, like, a question that’ll take, like, two minutes.

Sweet. Yeah.

Cool. Cool. Alright.

Let’s dive in.

Alright. Everyone seeing this okay?

Cool.

So this is, like, one of my favorite things to geek out on because it’s, like, so simple and it’s, like, most basic format, and then it could get so tantalizingly geeky, like, as you expand out. So I’m gonna give us, like, the simple basic versions that can be implemented in, like, two minutes, and then the really exciting advanced geeky stuff that you can, like, either do internally or for your clients. And they’re like, I didn’t even know that was possible, which is that was such a fun reaction to get. So this is called the copy date segmenter.

It’s an email template, and it’s about how to use natural conversational type languaging to segment your leads into the right offer with the right message and sometimes at the right time. Cool.

What was so much fun about this one is going on Unsplash and typing in coffee images and just downloading a shit ton of stock images of coffee. So, yeah, side benefit.

So segmentation in sixty seconds, we’re not gonna have a whole conversation about that because we’re a bit limited on time. But, essentially, it’s about getting the right offer to the right prospect with the right message at the right time so that we can shorten buying cycles, increase conversions, and ultimately be more relevant.

One concept has, like, such a big, point of contemplation, right, is, like, I never want the reader to have a negative ROI on their attention. Like, if they’re gonna open an email and read their email, like, there’s gotta be relevancy. There’s gotta be value or else we’re we’re essentially in training them to not open our emails anymore. And I got so mad at Teachable, like, two days ago for, like, wasting my open.

Like, I gave them an open, and they totally wasted it. And I’m like, never again teachable. So, yeah, side note. Like, if you are going to get the open, make good on it and have relevancy in your offer and in your messaging.

Yeah. Stomata teachable. Not over it. So segmentation should ideally feel natural, not market research y, aka give me more info so I can better sell you.

Right? So many people when they segment or when they have emails or surveys meant to segment, it’s really clearly oriented around, you know, help me sell to you better. Right? And that’s cool.

That has its place. And I enjoy and appreciate when it doesn’t feel like that’s the reason, and it feels more conversation conversational and more natural.

And this is something I picked up from auditing a shit ton of sales calls and demo calls, which has always been my favorite part of the research process.

And what really good salespeople or enrollment coaches or people closing on demo calls do is they can qualify leads, and they can even segment those leads to present the right offer without that lead ever knowing it’s being done. It’s, like, so stealth. It’s conversational based. It’s question based. So they build connection.

They have these conversations. And in the background, they’re segmenting and they’re qualifying their leads so that they know what, if anything, to prevent that lead, during the pitch phase. So it never feels like they’re actively segmenting or qualifying while they actually are. Has anyone, like, had that experience either, like, qualifying a lead conversation with yourselves or, like, being on the other end of that. Like, it’s slow, magical, and it’s just, like, happening.

And, anyway, yeah, I wanted to replicate that via email. So the copy date segmentor was designed with this naturalness in mind and when to send it. So very obvious places to send it would be a new subscriber welcome sequence. Typically have this on, like, day one and a half or day two of a new subscriber initiation or welcome sequence, opt ins for webinars or new lead magnets, I guess, similar to number two. And, essentially, whenever you need to segment a list of undifferentiated leads. Right? If you have a ton of leads on your list and you don’t know who’s who and you don’t know what offer, if you have multiple offers, in your suite, you could send us out to get the right leads into the right funnel or to segment them into the right messaging depending on their persona.

So, essentially, for any new subscriber or simply when you’re ready to do, some meaningful work around the information you get. So this isn’t information to just, like, get to have fun and have a bunch of tags in your ActiveCampaign or ConvertKit that you’ll never actually use, which I am totally guilty of.

I would suggest doing this when you are ready to strategically, create new assets for the segments that you’re gonna receive, after sending out this email.

Cool. So very basic template.

Most of you could probably write this in literally ninety seconds.

In fact, if you ever do write this, I suggest put a ninety second timer. Test yourself, see if you can write it in under ninety seconds.

Subject, this just crushes copy chat question mark, like, always at least ten to fifteen percent higher than their normal open rates on a day one email.

Just just says really well. No one’s ever complained and said, I thought you want to actually go on a coffee chat. Like, I’ve never had that feedback. So, yeah, feel free to swipe it.

Feel free to overuse it. Coffee chat question mark. Bobby, real quick, if we were hanging out shooting the shit over matcha latte right now, what would you be most likely to ask me? Option a, natural languaging that would confirm segment a, like, in the voice of customer or in the voice of the prospect.

Like, how would they articulate the languaging that would make them a fit for persona a or option a, then same for option b. Do me a quick favor and hit one of those links, and then an optional little bribe or curiosity loop to really get that click. So curiosity tends to work really well. Like, cool little bonus, like, cool little surprise without specifying exactly what it is.

That typically, especially if those links are literally, like, two lines above, like, they’re just gonna hit one of those links. So you’ll get a pretty pretty solid response rate, click through rate on that, and self segmentation if you have an extra little brag with a curiosity loop.

Cool. So now onto the fun stuff. So this is, like, the most basic thing ever. Takes ninety seconds.

The real strategy here is what are you going to be segmenting for and which ones should you be segmenting for. So first one, this is probably the starting point. If you don’t already have it done or your client doesn’t already have it done is segmenting on offers, so this works really well. If you have or if your client has multiple core offerings for a same or similar audience or persona with different more imminent needs.

So two very real examples of this would be freelancing school versus copy school. Right? A copy hacker a copywriter would be a fit for either, but which one is more imminent based on their current needs. Right?

That would be something to segment for, all coming down to getting the right offer in front of the right audience with the right messaging at the right time.

Where this full template began was, Amy Porterfield. She had multiple programs in her suite, like, twenty seventeen, twenty sixteen.

She had courses that convert for people who want to create a course. She had webinars that convert for people who want to learn webinars. And, essentially, the same audience for both, just different offers depending on what they most needed at that time. So, we segmented based on, which offer they would have more imminent need or interest in. So that’s number one, and let’s do a little walk through.

Cool. Actually, you know what? Let’s do number two, and then we’ll walk through two of them together. Second one would be same offer for a different persona.

So use this if you have multiple buying personas for the same offer that would require significantly different messaging, meaning audience one or audience two or persona a or persona b would have different stakes, different moments of high tensions, different pain points, different potential outcomes, different concerns, different contextual realities of how that problem shows up. So there is example, copy school for in house versus freelance copywriters versus founders, owners, and CMOs. So these would be three different personas for the same product that you would want to segment for. As

the way we talk about the offer, the way we talk about how the problems of being less than confident in your copy will have different stakes for these different audiences.

Alright. So that’s the easy stuff.

Let’s do two quick walk throughs on these two, and then we’re gonna get into the more advanced, slightly geeky stuff, yeah, that I have most fun with. Cool. So let me stop the share and jumping into This one.

Nope. Not that one.

This one. Cool.

Sweet. So this is the original one. So this is multiple offers for same persona.

Like, very quick opener, just just polishing up my espresso, double shot, of course, and wanted to take a quick second task if you were actually sitting here in my kitchen with Scout and I, and we had a few minutes to chat about anything you wanted. What we what would we talk about? What’d you be most likely to say? And this is, like, in their voice, in their words, how they would express it.

Enough of all these random list building tactics. It’s time to get serious about this growth and get my first thousand email subscribers the right way. Right? And I would segment them into, I think the course was called list builders lab at that time, and they would get on a sequence or an evergreen funnel for this program.

Or if you are or if you already have an email list but haven’t found a way to monetize it in a way that feels exciting or sustainable, you might be saying. So very very key language in here you might be saying and mirror it back in their own voice. It’s time to monetize my expertise and escape the time for money trap by creating an impactful and wildly profitable online course.

This one actually had three. Or maybe you’ve already built an offer you’re proud of and are now most likely to ask, how do I sell more product and scale my entire business with a fully integrated and automated webinar funnel? So all three of these led into evergreen funnels for different products, different courses in the suite with really simple languaging that would mirror the person or the persona, yeah, who would be most ready to be brought into those panels.

And then no bribe on this one. I was just like, I’d love it if you could take a quick second to let me know. PS, according to a nonofficial Hogwarts study. I don’t know.

Like, was I watching Harry Potter at this time? Maybe. I guess. It’s not even that clever.

It’s weird. Anyway, and then a final chance on the three different options. So this was, like, the original, original, original asset, and it performed really well. It took tens of thousands of undifferentiated leads, and we knew exactly which program in the suite, they would be most likely to purchase and benefit from.

And it did a whole lot of good for an email that took about two and a half minutes to write.

So, yeah, first one. Same persona, multiple offers.

Easy. Number two, same offer to personas, subject line, copy chat.

Hey. I was just sipping on a cold brew when I saw your name pop up on our attendance list for Friday’s beyond the love language master class. This is for a relationship coach, on a post webinar registration. It’s a great place to, inject this template as well.

And it got kinda got me curious if you were sitting across the Starbucks table for me right now. What would you be more likely to share? Option one, can’t wait for the master class. I’m currently not in a relationship.

I’d wanna gain the next level communication and connection skills to make sure I’m ready to enter my next partnership with full confidence. Or option number two, I am in a committed partnership. Can’t wait to learn some new practices to get deeply and meaningfully to connect deeply and meaningfully with my partner in ways that go beyond the go five, blah, blah, blah, languages. Cool.

So very simple. Right? Like, segmenting for a persona that is single and has a very different context and a different a very different motivating list of motivators for joining this kind of program versus, yeah, people who are already coupled. Do me a quick favor and hit one of those links above and return all set over special pre workshop bonus that best matches up with where you’re at.

So nothing crazy. Like, nothing overly complicated here. Just like a simple bribe that just adds a little bit of extra incentive for what’s already a very easy click. Right?

It’s not a long email. Like, until, like, half of the email real estate is actually clickable and linkable.

So, yeah, there you have it.

Those are the first two. Are those two clear? Any questions on those before I geek out?

Can I just ask, like, how did you so with the Amy Portfield example, what is the transition from the click to entering the funnel?

Like, is it you click and then, like, you’re invited to the Evergreen webinar for this builders lab, or how does that what’s the next thing they see after they click?

Yeah. That’s a good question. So we consider different approaches. And if you were to use it, definitely consider different approaches with your client.

I think the approach we settled on was, like, there’s definitely a message match between them clicking on that link and the next page. I think it was, like, I think it was, like, a lead magnet for that funnel first, and then it warmed them up into the webinar funnel. It wasn’t just like a straight, you know, thanks for answering. Jump on our webinar. Although, I don’t see anything wrong with that approach either. Right? Especially if you have a good message match that disconnects those pages.

I think one thing we also considered, I don’t know if we tested it, was, like, a bridge page. Right? So, like, you know you know, thanks for taking this not to answer. You know?

What feels more most powerful as a next step? Like, there’s, like, a checklist or lead magnet or, like and then I think we framed it like you’re really ready to go all in on this, catch the webinar. So it could be a bridge page. It could be a webinar.

It could be lead magnet.

That’s how yeah. Those are probably the three options. Great. Thank you. Cool.

Sweet. Alright.

Any other questions before we geek out? Oh, yeah. Jessica.

Can you hear me okay, Rai?

Yep. I do.

Okay. Sorry. I’m on my phone, so I never know if it worked.

So I guess I was wondering, would you say that this is possible? I’m thinking about a problem that I’ve encountered with one of my clients, and then I thought I was the on the receiving end of it with a recent product I bought where, you buy a product from a company, and then they arbitrarily send you a new offer to some product, and you’re like, well, why would you give me a discount and free shipping on that? Why didn’t you just ask me, you know, something to make the offer more relevant?

Think about modifying this in some way for a post purchase to get a sense what do you think?

Like, any recommendations or advice or just what what comes to mind with that context?

Yeah. I think, like, you get to adapt that for the ecomm, space, right, and own it. Right? Because it probably looks a little bit different while still having the same basic format or the same psychology. Right?

Yeah. I think, like, that could definitely be an email that triggers different post purchase flows. Right? And, ideally, those per post purchase flows will convert better than the control because they’re segmented and they raise their hand and said, this is what I’m more into. Right? So I’d say it works really well with, that has, like, very clear distinctions between the different types of products that might be marketed post purchase. And I can’t think of, like, any specific examples off the top of my head, but maybe you can.

Yeah. But I would definitely inject it there, right, within the post purchase flows that branches off into your different directions.

Okay. Cool. I is it okay if I give you the example from myself and then you just riff on what you would have done? Is that cool? Okay. So I don’t know if you’re familiar, but there’s this company called Organifi, and that was the product that okay. So I brought no.

This is gonna tell you guys so much.

So I was following an influencer who recommended their, happy drops, and they have, like, saffron, you know, and then that’s, like, the primary ingredient, whatever. So I ordered these this month of gummies, and then the follow-up in my post purchase and first email that wasn’t related to, you know, transactional post purchase stuff was free shipping and, like, seventy five percent off on a green smoothie. And I was kinda like, interesting choice. I wonder if they just looked at their data and found that a lot of people tend to buy that as their second product. I don’t know. But it was that situation where I was saying they’re going, If they had done a little more research or asked me for maybe some voice of customer, something like this, I could have said to them what else I’d be interested in for my next purchase.

Mhmm.

Yeah.

I think, like so, like, supplement nutrition. Right? I think, like, you could segment based on two things post purchase. And right now, I’m literally brainstorming on the fly.

Right? Like, you can brainstorm for, like, a post purchase flow that would push them towards more volume of the same thing. Right? And that email might be, like, you know, like like, celebrating.

Right? Like, amazing. Your order is shipping. And we’re just curious. Like, what’s gonna happen once that package hits your door?

You’re gonna come inside, open it up, and, like, share it with the family and multiple people, and your collagen powder is gonna be gone within six days. Right?

Or is this all for you? Right? Like, you know, no one’s touching your shit, essentially. Right?

And now you know. Like, okay. They’re, like, a single buyer or they’re buying for a household. Right?

Buying for a household, have more volume based discount and more volume based promotions.

So that’s, like, one way, two segment.

Oh, I like that.

Yeah. That’s a really good I I would not have even thought of that, and it’s so true. That’s actually what happened. I thought I was buying for myself, and my husband and my daughter suddenly took my dummy.

So, yeah, that actually makes thank you. Yeah. Oh, very helpful. Right?

Then there’s the empathy and the natural languaging. Like, I get so annoyed when something I bought for myself is gone within, like, days. Right?

Like, I just bought, like it’s not even ecom. I just bought, like like, I was at, I was at, I guess, Canada’s version of a CVS, or I was at, like, yeah, drugstore pharmacy.

Those of you who were, like, on at the beginning of the call, heard that, like, I just, like, unplugged, like, the upstairs shower and felt so, like, amazing in it. So, yeah, yesterday, I was, like, buying, like, rubber gloves and, like, shower scrub and all this stuff. Like, I was ready for battle. And, of course, like, if I’m gonna do that, I gotta treat myself.

So I bought, like, three ninety percent, like, dark chocolate Lindt bars, and I’m like, yes. This is my this is my reward. Like, I got, like, two squares. Like, I don’t even have a big family.

I have, like, a wife and a seven year old. Like, why are my chocolate bars already gone? So it’s like yeah. Pick me as a go vegan.

So, like, yeah, that’s what I’m saying is reflect back that natural languaging of, like, their stuff being gone so fast. Right? Like, really get on their side so that it feels natural and not marketing research y. Right?

And I think, like, that’s that’s what’s gonna get the best response rate on this email is when it feels like you know them and their situation and how they’re articulating it, not just like, tell us how how we could best market to you. So yeah. Does that make sense?

It does. Thank you. That’s really, really helpful, and I I’m excited to go, implement something with this client because this client right now, as a bad example, has a post I think it’s a post yeah. Post purchase survey where, basically, it just comes right out and asks, how often do you plan on buying?

Right. And it gives me all the data.

That. Right?

Yeah. Exactly.

Like, you will get response, but you’re not actually building relationship or connection around that. Right? Like, no one feels good divulging that. Like, they’re gonna weaponize that against me. I know it. Right?

But, yeah, it’s just an opportunity to build connection while still getting the information you need and maybe even getting more accurate information because you’re framing it in a way that they actually understand.

Yeah. Thank you so much, Troy.

Another one you might wanna test just, like, while we’re in the brainstorm. So, like, there’s the volume based one.

Then, like, let’s say, like, still using the supplement health health ecom. Right? So, like, a company like Symbiotica, right, with, like, so many different, like, health supplements, that would be more, like, goals based. Right?

So, like, I would frame, like, a post purchase on, like, more kinda like, you know, what’s your, like, perfect day. Right? Like and kind of have one, like, that’s more, like, athletic based, like, they’re an endurance athlete or whatever, or maybe they’re a weightlifter. Right?

So just, like, getting information without, yeah, without, like, the marketing research y about it. That’s the only way I could frame it. Like, tell the story that mirrors their life that’s gonna give you valuable enough information and clear enough information to put them in the right flow.

Cool. Thank you. Cool. I’m taking curious notes.

Sweet. So, yeah, even on, like, the most basic versions of this, you can already accomplish so much. So I’m gonna, like, have that little disclaimer before we get into, like, the ultra nerdy stuff that you might never use this extra nerdy stuff. Like and use restraint because it’s so tempting to use it and then be like, what do we actually do with it?

But then again, it can be super helpful. So let’s take a look.

Alright.

Sweet. So application number three. So you could segment or buying intent or proximity to purchase.

I just call this, like, lead scoring. Right? You can use this click to essentially, lead score. Right? Lead score based on the click. So one of those, like, clicks could be worth, ten points on a lead score. One could be worth one.

And this is particularly useful if you are a solopreneur or have a really small sales team and need to be really selective in terms of which leads you are prioritizing in terms of manual sales qualifying or sent AKA reaching out to new leads. So super useful in that use case. And then the final one is my fave favorite. I haven’t had so many use cases on this.

I want more use cases on this because it would be just so badass. So this is more experimental, but segmenting based on core buying motivator. Right? So, branching it off into two core motivators.

Right? Some people, more motivated by perceived gain, exciting outcome while others are more motivated by, risk aversion or loss aversion. Right? Statistically, two times more likely to buy to avoid loss than to experience gain.

So if you know your prospect’s core buy motivator based on a segmentation email like this, like, where you’re literally segmenting for, are they more loss averse, or are they more, gain motivated?

You can use that information to essentially send the same emails or the same landing pages, but with different call to action languaging that best reflects that intent that they’re more likely to, yeah, respond to.

So game based languaging versus loss aversion based languaging and email call to action. You could use conditional messaging on that inactive campaign, or you could just send two separate emails that are essentially identical but different languaging on the call to action. So this is some really nerdy email stuff you could do, but it’s also really easy to track. So, essentially, let me get off this screen and show you what that email looks like.

Oh, no. Did I, like, close the other window?

There we go.

Cool.

So first one for buying intent. So this is just, like, how close they are to being ready to buy.

This one I think I wrote for guess this would make sense for traffic and funnels, like, two or three years ago. Once again, not getting overly clever on the subject line. If it works, it works.

So, yeah, just stop at my go to Starbucks, and it had me wondering if we were sharing a table right now, what would we be jamming on, would you be saying? Right? And a and b. So this is, I think, less qualified, so not an not a sales qualified lead just yet.

Hey, Taylor. I’ll be honest, man. I’m pretty new to this coaching and consulting world. I’m still trying to figure out what I do and my best path forward.

Can you help me out? Right? So this would, like, link to just kinda more nurture material, right, and not have a higher lead score. And And on skin, in, like, really natural languaging that I had literally picked up on some sales calls that went nowhere.

Right? So I think, like, this was written in response to this, like, a lot of their sales reps being overwhelmed with bad calls. And it’s like, why are we even on this call? Right?

So I’ll be honest, man. Just pretty new to this thing. Right? Like, that’s how it came out.

And then this one for the languaging that a more qualified lead would be using. Right? I’ve been at this for a while. Right?

Very natural languaging. It’s my full time gig, and I’m definitely getting by, but nowhere near the level of revenue that I know I should be. Right? So perceived injustice there.

I’m not afraid to ask for help. Right? So qualifying them for coaching, and I’m really hoping that this is the year to build real wealth and never have to worry about the threat of having to get a real job again. So this is the languaging that mirrors someone who is, presumably more ready to buy than this one.

Right? So if you were using lead scoring, this click would score more. Right? If you were a solopreneur running this kind of email, essentially, you would go into your system, track the link clicks on this one, and reach out proactively to the people who click that.

Right? Especially if you’re trying to conserve your own bandwidth or your team’s bandwidth, like, who do we actually reach out to?

Really simple. Do me a quick favor and hit one of those links above so that I know how to best help you if we ever run-in run into each other inside the group or a Starbucks. Weird closing line. Why did I write that? I don’t even know, but it still worked.

So, yeah, that was for lead scoring. And now core buying motivator. So also pretty simple. Alright.

Hey. I just grabbed a seat at my fave coffee shop. I noticed you recently downloaded my free, couples meditation, and then I got curious. If you were joining me right now for a matcha latte or whatever your vibe is, what would you be more likely to share about your truest, deepest, realest reason for requesting it?

Would you say? So this is the motivated by gain or positive outcome. So thanks for the meditation. Things are going okay with my partner, but, obviously, I’d love to take things to the next level. I know there’s so much more passion, connection, and depth available to us, and I’d hate to miss out on that hold straight from voice of customer, voice of prospect data. Like, that was literally verbatim.

Or we really need this practice. To be honest, things have been tough lately. It feels like no matter what we do, we struggle to regain connection or even be in the same room without triggering each other. It’s painful, and I get anxious wondering if things can even get better at this point and what that means for us and our kids.

Right? So very clearly distinct languaging for perceived gain. Right? Like, this person is motivated by, what could be better.

This person is motivated by essentially things not deteriorating or, yeah, loss aversion.

So, yeah, key on this one. Right? Especially if you’re gonna nerd out on it, just make sure that what you are writing on these two options gives you enough confidence to tag them as as their motivator. Right? And then what are we gonna do with this? So, obviously, a tag, tag, motivator mote, mote for short.

Make sure, like, you have a good, like, taxonomy on that because someone’s gonna come into the system one day and be like, what the hell does that even mean?

Yeah, motivator gain, motivator loss aversion, not motivated by going to LA, which some people would definitely think if they ran into this one.

But, yeah, there you have it. And then you would be able to send out, segmented emails by literally just having different call to actions that reflect, that kind of languaging. So there we go. Different applications, different ways to nerd out. I’m sure y’all are smart enough to think of, like, probably multiple different ways to use this kind of segmentation.

And the key rule, right, is, like, only segment what you have a strategy to put to use. Otherwise, you just end up with so many segments and so little ways to use them. But, yeah, open to any questions, feedback, and considerations of how you might put it to use for yourselves or your clients.

Yeah. Katie.

I would love to ask about, like, with a new offer because I totally like, like, what you just said about only segmenting when you have something to do with it, get it. But when you’re launching so I just help like, I did sales page and and sales sequence for this new course.

Because it’s new.

Like, basically, this is the horrible plan I told you about. So it’s like, is it gonna be most appealing to, like, empty nest women who wanna do this for more joy, or is the, like, high performance market going to pick up?

So, like, we have in the second email, the welcome sequence, a segmentation where I’m essentially trying to see, like, who’s actually signing up for this lead magnet Mhmm.

So that we can eventually double down on messaging for them.

Yep.

So I guess, like, is segmenting for market research, like, what what would you do with that click immediately? Like, I have a long term plan for it, but what’s the short term next action?

Right. So I think there are options. Right? If the client has, like so this is gonna be a course that hasn’t been marketed yet. Right?

Yeah. So it’s like we we rebranded it, like, repositioned an existing course at a way higher price point. So it’s like there’s a general ICA, but there’s not a really specific one because it’s a new product.

Right. Yeah. And you haven’t created the marketing for that yet, like, for the for the course?

We’ve like, I’m just saying it, and I’m like, we did it backwards, didn’t we? We have a sales page, and we have a the nurture sequence.

Mhmm.

Yeah. But I think, like, the the it’s it both of those are so far pretty general.

Mhmm. Yeah. How many people are on this client’s list?

Five hundred.

Mhmm. So at that volume, right, like, what would have the most ROI? Like, I think yep.

So She is she’s not, like, she’s getting a ton of press.

She’s basically gone on this huge publicity tour lately. So, like, we were optimizing for people who’ve heard her speak or heard her on a podcast.

Like, this is the freebie that she’s pitching on when she talks, and then this the freebie sells the program that then Right.

That she point to.

Yeah.

Yeah. Let me think of how I would do that. Like, does she have any kind of one on one services or higher end coaching, like, for people who would be qualified for that?

So she has offered this program one in one on one in the past, and she’s done a lot of one on one coaching. But, at the higher price point, we’re anticipating it being quite a different market.

Mhmm. Yep. And, when is the offer gonna be, like, available or launched?

It it is available.

Okay.

And, like, I don’t see her existing audience as really being the market for it. It’s more like right now, she’s, like, using this freebie to build it, putting it in front of them in the welcome sequence. But, like, right now, it’s more building that audience and then trying to get a sense of who is actually in it. Mhmm.

Right.

Yeah. I think, like yeah. I mean, the obvious one, I guess, is, like, segmenting for persona and seeing, like, who is actually on that list and which of those personas are moving through into that sale sequence and actually converting so that you could double down on your marketing efforts later. I think that would be useful.

Yeah.

The other one would be, essentially, like, lead scoring. Right? So, like, if someone clicked something where they have, like, a more imminent problem and a more imminent need for that thing because she has such, like, small lead volume already and you really gotta make the most out of everyone, Like, for those who will have a high lead score, right, I would have, like, personal reach outs or someone on the team. Right? Like, just essentially, like, further enabling that sale with more intimate touch point.

Mhmm. Okay. Yeah.

And then if you’re doing like, when you said about the different personas, if you’re doing that, but they’re dramatically different Mhmm.

I guess, are you just taking your best like, if I’m like, okay. So either it’s the, like, adrenal fatigue executive who needs this program because, like, they’re so burnt out that like or maybe they’re, like, on burnout leave, and they need they’re looking for something to help them. Or it’s like a holistic, like, energy healer who is burnt out from their own practice taking care of other people, and they really need to do something for themselves.

Like, I don’t know. Do you risk the, like, dissonance of having those two voices next to each other?

You’re like, which one sounds more like you and then they’re totally disparate?

Like, I I think if it’s possible, like, she just her her leads are just that undifferentiated, right, and you need to create distinction, then that’s just what it is.

And the value there, right, is like and and you could change this at any time. Right? This is gonna be the email that is there for the next five years. I think initially, if she had just so many leads and she doesn’t know who they are and they could be in either of those, categories, it’s very useful to see which segment or which persona is more responsive to the offer.

Right? So now you actually know what to create top funnel in terms of content. You know which podcast to try to get on to. You know what your Facebook ads look like.

You know, who you’re calling out on that, especially when they’re two very different audiences, and you can talk to both of them top funnel. Right?

So, yeah, I think the main benefit right now is, like, strategically, like, which persona is our buyer here. Right? Both of them can be our buyer. Right? And which one which one is our buyer?

So, essentially, then you’re tracking it through, like, who converts and looking at which persona tag they have.

Yep. Exactly that. Yep.

That makes a lot of sense. Cool.

Sweet. Lindsay, are you in the, Edmonton office there?

Nice. Cool. Is, like, everyone going crazy about, like, the right now?

Yes.

And you’re, like, two two minutes away from it. Right?

Yeah. It’s just down the road. It’s about two blocks. Fun.

We’re in the same place.

Yep. We’re always just waving.

Oh, nice.

There behind me.

Cool. Cool.

I had a chance to pop into that office for forty hours to sing Semisonics closing time and then go home. It was fun.

I’ve seen that video.

Yeah. That was a fun day.

It’s a great day. Yeah.

Yeah.

Yeah. I think, like, you warmed up, Lindsay. Like, your your voice was projecting towards a little bit. It’s great.

I mean, it is a classic song. So, you know Yeah. If you’re a particular age, you’ll definitely know the song very well.

Right?

Yeah.

Awesome. Cool. Abby, I think you’re up.

Yeah. So it’s like just a challenge I’m trying to kind of figure out for my clients. So, for contacts, so we launched a course, in January. It’s like a bookkeeping course, my bookkeeping clients.

And, the the kind of big idea for the funnel was, to make twenty twenty four your six figure year, And it it killed, like, we did, I think, like, thirty percent of the email list converted. So it was a great launch. And then we evergreened it. And then I think I’ve mentioned this before.

Like, there was some weird weird stuff going on. So the the webinar funnel was converting at two percent, but traffic to the sales page is converting at, like, four point six percent.

Yeah. Just couldn’t figure out why. So but, basically, they they want to meet to rekind of redo the funnel rather than it being a webinar funnel, like, put them into a mini course where they can practice.

And I’m just, like, I’m not sure, like, how kind of long to give them to go through it, how long the email sequence should be. I was thinking, like, ten days. Like, four days of reminders, six days of sales with some reminders put in. And then, like, I guess I would need to kind of change up the messaging on the sales page as well so that it but I I’m I’m struggling to, like, come up with a new idea that’s, like, around because they want it around, like, the hands on kind of practice. But I’m just struggling to, like, connect that to, like, an attractive enough kind of desire that they want or, like, a problem.

Yeah. I mean, the main hook that crushed was really kinda, like, money based. Right?

Like Yeah.

So, like, trying to, like, I mean, like, money or status or something.

But And, the new sales page is, like, for the mini course, which is free or paid?

Well, I mean so I’ve done the opt in page for the new mini course, but then I’m thinking the long form sales page.

Like, at the at the moment, it’s like, make, make six figure years the norm or something.

Mhmm.

So but then because they’re coming in Yeah. To, like, get it it feels, like, disconnected.

Right.

Based on, like, your research and your intel or even, like, the client’s, like, perspective your client’s perspective, like, is this audience, like, just that motivated to practice and get hands on experience? Like, is that a hook hook for this audience?

Oh, I I don’t think so. I think that’s the that’s their differentiator for sure.

Yeah.

And, yes, they do they do want practice because that’s another product we have. Like, they’re super motivated by practice, but this is a lot more expensive. So fourteen hundred. So I’m kinda like, look, if the sales page isn’t bursting at four point six percent, like, just leave it, like, for fourteen hundred dollar product. They’ve got a good, like, ROAS, but, yeah, they want you know, I’m just doing what the client wants.

Yeah. Yeah. I would agree with your perspective and, right, like, if we were to entertain it and build it, which it sounds like we are.

So how do you really make that attractive?

I kinda it brings me back to actually something that, like did I suggest this to you?

Yeah. Dea, DBM Boot Camp. DBM, digital business manager boot camp. Right? So she runs an agency and a certification called DBM Boot Camp for VAs to get paid more by essentially upscaling into DBMs.

And she had a mini course, or she still has a mini course. And I think one of the hooks we optimized for there was so, yeah, like, there’s the upskilling part, which is, like, kinda cool, kind of attractive, but you’re leaving it to the reader to quantify what that means. Right? And it’s kinda, like, vague.

Like, how does upskilling actually, like, contribute to me doubling my revenue next year? Right? I think one way we work with that, right, is it’s, like, almost every upscale module or lesson, right, like, had an estimated, like, estimated salary raise, right, of, like, you complete this and, you know, your hour is now twenty dollars per hour more. Right?

So as they complete things, it’s kinda, like, gamified of, like, they’ve umped their value from x to y. So it’s like if the bookkeepers have a very, like, a very standardized, like, dollar per hour at their current level, Right?

Yeah.

And these different skill levels or these different abilities or capacities or whatever, like, up level their ability to earn more, like, just, like, frame it that way.

Right? Like, almost on a timeline. Like, by the time they’re done these five lessons, their, you know, value on the market has gone up x amount. Like, I think that could be a way to anchor that in.

Yeah.

I mean and if no one else is, like, wants is volunteering for a copy review, can I show you the sales page and kind of Yep?

Certainly. Cool.

Okay.

I’ll put it in my chat.

Cool. Alright. This is the one you’ve already kinda, like, written?

Like, or Yeah.

This is on it’s converting at four point six percent.

Like because, I mean, yeah, I just think when it’s upskimming, like Mhmm.

It’s for money.

Right. Like, because and and it I mean, it is a a big salary raise. Like, so because I so that’s their headline, and then I do, like, the math underneath.

Okay. And they’re dropping onto the sales page, like, after they’ve gone through that mini course, essentially?

That’s that’s what it would would be, yeah, with the new funnel.

Mhmm.

But then it’s like the message is gonna feel abrupt, whereas before, it was after doing, like, a webinar, like, called, like, how to make six figures the norm with cleanup or something.

Mhmm. So they’ve gone through this mini course. Right? They’ve, like, skilled up with some hands on experience.

Mhmm.

I think there’s, like, an opportunity to have a bit of connective tissue with that. Right? It’s like and I and don’t use these words. Like, I’m not a good copywriter on reply, but it’s like you’ve essentially, the the essence of it is, like, you’ve just elevated your earning potential, turned your earning potential into an earned reality. Right?

So it’s like earning potential versus earned reality would be kind of a way to, like, continue the momentum they’ve already built Yeah.

That’s versus wasting it. Like, kind of when you I guess, like, similar to when do they go for a challenge. Yeah. So I suppose I could I could change as well, like, to the freelance.

But keep who’d love to, like, upscale their way to Mhmm.

Their bigger, the this, that, sexy, six figure year vibes. Okay. Yeah. Yeah.

But I wouldn’t lose the essence of, like, what’s working. Like, if it’s converting at over four percent, like, have the minimal amount of, like, connective tissue, like, from the new experience. Right? Because it’s still essentially the same audience.

Like, they’ve just had a different different, you know, presale experience.

So, this is, like, really similar to the one that was converting at, like, over four percent?

Yeah.

Yeah. Honestly, like, I would make as little changes as possible.

So optimize rather than rewrite. Right.

Optimize for, like, consistency between their past experience and this one, but don’t rewrite according to that past experience.

Right?

Yep. I was hoping you’d say that.

Yeah. I don’t rewrite. That would yeah.

Like, only rewrite if and when the data tells you to, but now when a page is converting at four percent for the exact same audience this is going to. Right?

Yeah. I mean, the problem with this client is that they they’re like they’re ideal in so many ways, but they have crazy expectations.

Like, they wanted a million dollar launch, and they had, like, five thousand people on their email list. Mhmm.

It’s it’s kind of yeah. So they’re like they don’t think four point six percent is they’re like, oh, we want, like, ten percent. I’m like, okay. Well, we you know, we can let’s try for, like, six.

Right. This is the one, we were discussing on, like, Slack, like, three weeks ago or two weeks ago.

Probably. Yeah. They’re, like, my main client at the moment. Mhmm.

Yeah. Because they’re great because they have great offers and or, like, a great audience and that all their copy is terrible. So it’s nice to actually see the results from my copy, rather than, you know, the other things not being in place. But it’s just never it’s never good enough. Like, they just want more.

Yep.

Like, if you feel like making minimal changes will trigger the client to feel like you’re not doing enough, right, and that’s a becomes a client management and expectation thing.

I think, like, that’s a separate conversation. And, like, if you did if you did wanna provide more output than very small changes here, like, are there other aspects of the funnel you could look at, like, you know, the email sequences?

Well, that’s it. It’s gonna be the emails because if they’re if they’re going in, yeah, it’s gonna need to be a longer sequence.

Yep.

Sales page converting at ten percent. Like, I love I love, like, ridiculous benchmarks. Right? I think, like, it pushes us into, like, new ways or new ways of, like, innovating and doing things.

Right? But, like, you know, like, I would optimize in other ways than, like, just writing different words and adding different sections because I don’t think that’s gonna take you from four percent to ten percent. Like, just different cop like, your copy is already really good. Right?

Like, it’s it’s not gonna be four percent to ten percent better, right, no matter what you do.

But it’s just yeah. I mean, that weirdness that the webinar funnel converting worse than the direct the sales page. So I’m thinking, well, if we like I mean, she just she was really into, like, the fact that it’s hands on. It’s like it’s such an awesome differentiator, but it’s just, like, at the top of the funnel. Like, I’m just not convinced Mhmm. That it like, their customers love it as much as she does, or it’s gonna, like, attract them in. It’s kinda like, once they’re in there, they’ll love it.

But Right.

Yeah. It’s like yeah. Knowing the battles to fight. Right? Like, if she’s really fixed on that idea.

Yeah. But I would look at, like, if you feel, like, keeping the page static, right, or more or less static is gonna have resistance, right, I would propose or, like, other other levers that are likely to yield more result. Right? So, like, one example of that is, like, if there’s the, if they’re all in this, like, upskilling mini course. Right? Like, where’s that mini course being hosted?

It will be on their course platform, which is experienceify. It’s like a gamified course platform.

Sweet. Right? So you would have, like, the metrics of, like, what they’re doing.

Completed. Yeah. Yeah.

So so those who are highest on the scoreboard, presumably, the best leads. Right?

Or so I would use that almost, like, as a form of lead scoring. Right? And, like, who on the team? Like, is there a customer?

Is there, like, a sales specialist? Is it her? Right? Is there someone who could just, like, reach out to those students, like, as a check-in, right, like, before the sales experience. Right? So, like, that can move the needle more towards, like, converting those who are most engaged than optimizing copy that is already converting at four percent on the sales page.

So Yeah.

Because that with the challenge, like, if people took the challenge, they’re gonna they were gonna buy. Like, for this is for the other offer.

Yep. Yeah. The problem was it’s just that we’re getting people to, like, do the work that they that they said they were gonna do when they signed up.

But Yeah.

Right. But it’s like and this this, like, comes back down to, like, challenge funnels as well, right, where, like, I find that people are way too quick to disqualify people who didn’t drop everything in their lives to fully participate in a five day thing in the middle of the week. Right? And it’s like, every everything is information.

Right? And then you tailor messaging for that segment based on presumed information. Right? So, like, if someone signs up for this, mini course and they do nothing, like, didn’t even watch a video, like, that is a really specific segment to write two or three emails to.

Right?

Like Mhmm.

You know, you signed up for this, which tells me, like, you have this intention. You want to be making more. You even need to be making more because you’re overwhelmed and overworked. And because you didn’t even have a chance to watch a single video, something tells me that you are already stretched to your limit.

Right? How do you use that information to make a sales argument for the program regardless of whether or not they watch the video? Right? So it’s like, how do you take presumed information and work that in your favor instead of disqualifying someone?

Yeah. Yeah. That’s good advice. I did use the email that you suggested for the challenge final, but that I’m, like, that jumped straight to the good stuff. Yep. So I’m curious to see how that performs.

And the one other question, like, so with this audience, like, they don’t have they really do want the products, but they just they don’t have the budget. But I think, like, I get the impression that, like, it’s kind of a few months down the line. They might be able to, like, get the the money together, and I’m just wondering, like, how to build that information, like, into the win back sequences because that’s just not something I’ve kind of ever touched. Like, I just do the kind of quick sale.

Do you have any advice on on on that, on how to, like, reengage and then sell to people?

So, obviously, the more information you have around why they didn’t buy, the better. Right? So, like, if in your, post launch Yeah.

So it’s just money. Like, eighty percent of people are like, I just can’t afford it, but I want it.

Mhmm. So is it, like, framed that way? Like, I really want it, but I don’t have the money?

Or is it, like Yeah.

Yeah.

Okay. So there’s so there’s intent there. Right?

Have you or the client, like, ever tried, like, remarketing around, like, a payment plan after or a guarantee or, like, she doesn’t really want to do that?

I’ve done, like, retargeting ads, like, around the payment plan.

Like, it definitely did that during the launch. There is that you can pay with Klarna.

Mhmm. Yep.

Like and I have, like, built onto the emails, like, after receiving that feedback that, you know, like, it’s Mhmm.

It’s just this and blah blah blah.

Does she have a sales team or anyone who sells by chat or DM?

Not not for this product. No.

Mhmm. So right. Like, we could, like, really overengineer it with, like, email sequences.

Like but what I would do if this were my business, right, is just, like, you know, I think I teach this somewhere, like, called, like, the Tyler Durden thing.

Oh my god.

I love that. I love Fight Club.

Yeah. It’s definitely a fight clubby reference on the template. Like, I’ll make a note, and I’ll send it to you after because I think you could take the gist of it. But, essentially, the short version of it is, like, like, like, remember the scene with, like, the, like, like, liquor store clerk, Raymond Hessel.

Right? And, like, Tyler Durden, like, pulled him outside, and he’s like, what’s your dream? What do you wanna be? And he’s like, I wanna be a dentist.

And he’s like, you know, if you’re not on your way to being a dentist, like, I’m gonna come back. And if you’re not on your way to being a dentist, like, that whole scene, so cool. But, like, similar concept.

I mean, like like, don’t drag your prosthetics out of the store.

Like right. No. Don’t do that. Right? But, like, they’re saying they want it. They’re they’re saying they need it. Right?

And life can’t just continue on the same trajectory forever. Right? So, like, the basic essence is, like, three weeks after the purchase, right, like, you know, just checking in, right, on their core intent. Like, it’s so not necessarily a nine word email. Like, is this something, like, you’re still interested in? Right?

Mhmm.

But, essentially, that. Right? And, like, what needs to change. Right? And this is where it’s so much easier if you have, like, a setter or a salesperson doing it because it’s, like, in real time.

But, essentially, use a Tyler Durden type email sequence if you are going, like, one to many on it. Right? Like, a very clear, like, what is your trajectory? Right?

Like or even yeah. Anyway, that’s a whole other conversation. But you can create that sequence. Create, like, the three week didn’t buy, didn’t had no money sequence.

Right? Like, it’s a super valuable sequence to have.

So make it your own.

Yeah. And I think I will put, like, this self segmenter email as well into the the sequence just to find out, like, exactly what it is that they want, like, how big they wanna build it.

Yeah.

Cool. Thank you. Oh, yay. This is gonna be fun.

Good stuff. Good stuff.

Cool. I got an extra five minutes if anyone still has something.

Sounds like we’re all good.

Sweet. Well, thanks for hanging out, everybody. Have an awesome rest of your Thursday, and we’ll chat soon. Take care, Ralph.

Thanks, Brian. Bye.

Transcript

Cool.

Alright. Before we get started, who has copied or review later or stuff that may require some extra time, and I’ll try to make sure we are pacing ourselves accordingly.

I have, like, a question that’ll take, like, two minutes.

Sweet. Yeah.

Cool. Cool. Alright.

Let’s dive in.

Alright. Everyone seeing this okay?

Cool.

So this is, like, one of my favorite things to geek out on because it’s, like, so simple and it’s, like, most basic format, and then it could get so tantalizingly geeky, like, as you expand out. So I’m gonna give us, like, the simple basic versions that can be implemented in, like, two minutes, and then the really exciting advanced geeky stuff that you can, like, either do internally or for your clients. And they’re like, I didn’t even know that was possible, which is that was such a fun reaction to get. So this is called the copy date segmenter.

It’s an email template, and it’s about how to use natural conversational type languaging to segment your leads into the right offer with the right message and sometimes at the right time. Cool.

What was so much fun about this one is going on Unsplash and typing in coffee images and just downloading a shit ton of stock images of coffee. So, yeah, side benefit.

So segmentation in sixty seconds, we’re not gonna have a whole conversation about that because we’re a bit limited on time. But, essentially, it’s about getting the right offer to the right prospect with the right message at the right time so that we can shorten buying cycles, increase conversions, and ultimately be more relevant.

One concept has, like, such a big, point of contemplation, right, is, like, I never want the reader to have a negative ROI on their attention. Like, if they’re gonna open an email and read their email, like, there’s gotta be relevancy. There’s gotta be value or else we’re we’re essentially in training them to not open our emails anymore. And I got so mad at Teachable, like, two days ago for, like, wasting my open.

Like, I gave them an open, and they totally wasted it. And I’m like, never again teachable. So, yeah, side note. Like, if you are going to get the open, make good on it and have relevancy in your offer and in your messaging.

Yeah. Stomata teachable. Not over it. So segmentation should ideally feel natural, not market research y, aka give me more info so I can better sell you.

Right? So many people when they segment or when they have emails or surveys meant to segment, it’s really clearly oriented around, you know, help me sell to you better. Right? And that’s cool.

That has its place. And I enjoy and appreciate when it doesn’t feel like that’s the reason, and it feels more conversation conversational and more natural.

And this is something I picked up from auditing a shit ton of sales calls and demo calls, which has always been my favorite part of the research process.

And what really good salespeople or enrollment coaches or people closing on demo calls do is they can qualify leads, and they can even segment those leads to present the right offer without that lead ever knowing it’s being done. It’s, like, so stealth. It’s conversational based. It’s question based. So they build connection.

They have these conversations. And in the background, they’re segmenting and they’re qualifying their leads so that they know what, if anything, to prevent that lead, during the pitch phase. So it never feels like they’re actively segmenting or qualifying while they actually are. Has anyone, like, had that experience either, like, qualifying a lead conversation with yourselves or, like, being on the other end of that. Like, it’s slow, magical, and it’s just, like, happening.

And, anyway, yeah, I wanted to replicate that via email. So the copy date segmentor was designed with this naturalness in mind and when to send it. So very obvious places to send it would be a new subscriber welcome sequence. Typically have this on, like, day one and a half or day two of a new subscriber initiation or welcome sequence, opt ins for webinars or new lead magnets, I guess, similar to number two. And, essentially, whenever you need to segment a list of undifferentiated leads. Right? If you have a ton of leads on your list and you don’t know who’s who and you don’t know what offer, if you have multiple offers, in your suite, you could send us out to get the right leads into the right funnel or to segment them into the right messaging depending on their persona.

So, essentially, for any new subscriber or simply when you’re ready to do, some meaningful work around the information you get. So this isn’t information to just, like, get to have fun and have a bunch of tags in your ActiveCampaign or ConvertKit that you’ll never actually use, which I am totally guilty of.

I would suggest doing this when you are ready to strategically, create new assets for the segments that you’re gonna receive, after sending out this email.

Cool. So very basic template.

Most of you could probably write this in literally ninety seconds.

In fact, if you ever do write this, I suggest put a ninety second timer. Test yourself, see if you can write it in under ninety seconds.

Subject, this just crushes copy chat question mark, like, always at least ten to fifteen percent higher than their normal open rates on a day one email.

Just just says really well. No one’s ever complained and said, I thought you want to actually go on a coffee chat. Like, I’ve never had that feedback. So, yeah, feel free to swipe it.

Feel free to overuse it. Coffee chat question mark. Bobby, real quick, if we were hanging out shooting the shit over matcha latte right now, what would you be most likely to ask me? Option a, natural languaging that would confirm segment a, like, in the voice of customer or in the voice of the prospect.

Like, how would they articulate the languaging that would make them a fit for persona a or option a, then same for option b. Do me a quick favor and hit one of those links, and then an optional little bribe or curiosity loop to really get that click. So curiosity tends to work really well. Like, cool little bonus, like, cool little surprise without specifying exactly what it is.

That typically, especially if those links are literally, like, two lines above, like, they’re just gonna hit one of those links. So you’ll get a pretty pretty solid response rate, click through rate on that, and self segmentation if you have an extra little brag with a curiosity loop.

Cool. So now onto the fun stuff. So this is, like, the most basic thing ever. Takes ninety seconds.

The real strategy here is what are you going to be segmenting for and which ones should you be segmenting for. So first one, this is probably the starting point. If you don’t already have it done or your client doesn’t already have it done is segmenting on offers, so this works really well. If you have or if your client has multiple core offerings for a same or similar audience or persona with different more imminent needs.

So two very real examples of this would be freelancing school versus copy school. Right? A copy hacker a copywriter would be a fit for either, but which one is more imminent based on their current needs. Right?

That would be something to segment for, all coming down to getting the right offer in front of the right audience with the right messaging at the right time.

Where this full template began was, Amy Porterfield. She had multiple programs in her suite, like, twenty seventeen, twenty sixteen.

She had courses that convert for people who want to create a course. She had webinars that convert for people who want to learn webinars. And, essentially, the same audience for both, just different offers depending on what they most needed at that time. So, we segmented based on, which offer they would have more imminent need or interest in. So that’s number one, and let’s do a little walk through.

Cool. Actually, you know what? Let’s do number two, and then we’ll walk through two of them together. Second one would be same offer for a different persona.

So use this if you have multiple buying personas for the same offer that would require significantly different messaging, meaning audience one or audience two or persona a or persona b would have different stakes, different moments of high tensions, different pain points, different potential outcomes, different concerns, different contextual realities of how that problem shows up. So there is example, copy school for in house versus freelance copywriters versus founders, owners, and CMOs. So these would be three different personas for the same product that you would want to segment for. As

the way we talk about the offer, the way we talk about how the problems of being less than confident in your copy will have different stakes for these different audiences.

Alright. So that’s the easy stuff.

Let’s do two quick walk throughs on these two, and then we’re gonna get into the more advanced, slightly geeky stuff, yeah, that I have most fun with. Cool. So let me stop the share and jumping into This one.

Nope. Not that one.

This one. Cool.

Sweet. So this is the original one. So this is multiple offers for same persona.

Like, very quick opener, just just polishing up my espresso, double shot, of course, and wanted to take a quick second task if you were actually sitting here in my kitchen with Scout and I, and we had a few minutes to chat about anything you wanted. What we what would we talk about? What’d you be most likely to say? And this is, like, in their voice, in their words, how they would express it.

Enough of all these random list building tactics. It’s time to get serious about this growth and get my first thousand email subscribers the right way. Right? And I would segment them into, I think the course was called list builders lab at that time, and they would get on a sequence or an evergreen funnel for this program.

Or if you are or if you already have an email list but haven’t found a way to monetize it in a way that feels exciting or sustainable, you might be saying. So very very key language in here you might be saying and mirror it back in their own voice. It’s time to monetize my expertise and escape the time for money trap by creating an impactful and wildly profitable online course.

This one actually had three. Or maybe you’ve already built an offer you’re proud of and are now most likely to ask, how do I sell more product and scale my entire business with a fully integrated and automated webinar funnel? So all three of these led into evergreen funnels for different products, different courses in the suite with really simple languaging that would mirror the person or the persona, yeah, who would be most ready to be brought into those panels.

And then no bribe on this one. I was just like, I’d love it if you could take a quick second to let me know. PS, according to a nonofficial Hogwarts study. I don’t know.

Like, was I watching Harry Potter at this time? Maybe. I guess. It’s not even that clever.

It’s weird. Anyway, and then a final chance on the three different options. So this was, like, the original, original, original asset, and it performed really well. It took tens of thousands of undifferentiated leads, and we knew exactly which program in the suite, they would be most likely to purchase and benefit from.

And it did a whole lot of good for an email that took about two and a half minutes to write.

So, yeah, first one. Same persona, multiple offers.

Easy. Number two, same offer to personas, subject line, copy chat.

Hey. I was just sipping on a cold brew when I saw your name pop up on our attendance list for Friday’s beyond the love language master class. This is for a relationship coach, on a post webinar registration. It’s a great place to, inject this template as well.

And it got kinda got me curious if you were sitting across the Starbucks table for me right now. What would you be more likely to share? Option one, can’t wait for the master class. I’m currently not in a relationship.

I’d wanna gain the next level communication and connection skills to make sure I’m ready to enter my next partnership with full confidence. Or option number two, I am in a committed partnership. Can’t wait to learn some new practices to get deeply and meaningfully to connect deeply and meaningfully with my partner in ways that go beyond the go five, blah, blah, blah, languages. Cool.

So very simple. Right? Like, segmenting for a persona that is single and has a very different context and a different a very different motivating list of motivators for joining this kind of program versus, yeah, people who are already coupled. Do me a quick favor and hit one of those links above and return all set over special pre workshop bonus that best matches up with where you’re at.

So nothing crazy. Like, nothing overly complicated here. Just like a simple bribe that just adds a little bit of extra incentive for what’s already a very easy click. Right?

It’s not a long email. Like, until, like, half of the email real estate is actually clickable and linkable.

So, yeah, there you have it.

Those are the first two. Are those two clear? Any questions on those before I geek out?

Can I just ask, like, how did you so with the Amy Portfield example, what is the transition from the click to entering the funnel?

Like, is it you click and then, like, you’re invited to the Evergreen webinar for this builders lab, or how does that what’s the next thing they see after they click?

Yeah. That’s a good question. So we consider different approaches. And if you were to use it, definitely consider different approaches with your client.

I think the approach we settled on was, like, there’s definitely a message match between them clicking on that link and the next page. I think it was, like, I think it was, like, a lead magnet for that funnel first, and then it warmed them up into the webinar funnel. It wasn’t just like a straight, you know, thanks for answering. Jump on our webinar. Although, I don’t see anything wrong with that approach either. Right? Especially if you have a good message match that disconnects those pages.

I think one thing we also considered, I don’t know if we tested it, was, like, a bridge page. Right? So, like, you know you know, thanks for taking this not to answer. You know?

What feels more most powerful as a next step? Like, there’s, like, a checklist or lead magnet or, like and then I think we framed it like you’re really ready to go all in on this, catch the webinar. So it could be a bridge page. It could be a webinar.

It could be lead magnet.

That’s how yeah. Those are probably the three options. Great. Thank you. Cool.

Sweet. Alright.

Any other questions before we geek out? Oh, yeah. Jessica.

Can you hear me okay, Rai?

Yep. I do.

Okay. Sorry. I’m on my phone, so I never know if it worked.

So I guess I was wondering, would you say that this is possible? I’m thinking about a problem that I’ve encountered with one of my clients, and then I thought I was the on the receiving end of it with a recent product I bought where, you buy a product from a company, and then they arbitrarily send you a new offer to some product, and you’re like, well, why would you give me a discount and free shipping on that? Why didn’t you just ask me, you know, something to make the offer more relevant?

Think about modifying this in some way for a post purchase to get a sense what do you think?

Like, any recommendations or advice or just what what comes to mind with that context?

Yeah. I think, like, you get to adapt that for the ecomm, space, right, and own it. Right? Because it probably looks a little bit different while still having the same basic format or the same psychology. Right?

Yeah. I think, like, that could definitely be an email that triggers different post purchase flows. Right? And, ideally, those per post purchase flows will convert better than the control because they’re segmented and they raise their hand and said, this is what I’m more into. Right? So I’d say it works really well with, that has, like, very clear distinctions between the different types of products that might be marketed post purchase. And I can’t think of, like, any specific examples off the top of my head, but maybe you can.

Yeah. But I would definitely inject it there, right, within the post purchase flows that branches off into your different directions.

Okay. Cool. I is it okay if I give you the example from myself and then you just riff on what you would have done? Is that cool? Okay. So I don’t know if you’re familiar, but there’s this company called Organifi, and that was the product that okay. So I brought no.

This is gonna tell you guys so much.

So I was following an influencer who recommended their, happy drops, and they have, like, saffron, you know, and then that’s, like, the primary ingredient, whatever. So I ordered these this month of gummies, and then the follow-up in my post purchase and first email that wasn’t related to, you know, transactional post purchase stuff was free shipping and, like, seventy five percent off on a green smoothie. And I was kinda like, interesting choice. I wonder if they just looked at their data and found that a lot of people tend to buy that as their second product. I don’t know. But it was that situation where I was saying they’re going, If they had done a little more research or asked me for maybe some voice of customer, something like this, I could have said to them what else I’d be interested in for my next purchase.

Mhmm.

Yeah.

I think, like so, like, supplement nutrition. Right? I think, like, you could segment based on two things post purchase. And right now, I’m literally brainstorming on the fly.

Right? Like, you can brainstorm for, like, a post purchase flow that would push them towards more volume of the same thing. Right? And that email might be, like, you know, like like, celebrating.

Right? Like, amazing. Your order is shipping. And we’re just curious. Like, what’s gonna happen once that package hits your door?

You’re gonna come inside, open it up, and, like, share it with the family and multiple people, and your collagen powder is gonna be gone within six days. Right?

Or is this all for you? Right? Like, you know, no one’s touching your shit, essentially. Right?

And now you know. Like, okay. They’re, like, a single buyer or they’re buying for a household. Right?

Buying for a household, have more volume based discount and more volume based promotions.

So that’s, like, one way, two segment.

Oh, I like that.

Yeah. That’s a really good I I would not have even thought of that, and it’s so true. That’s actually what happened. I thought I was buying for myself, and my husband and my daughter suddenly took my dummy.

So, yeah, that actually makes thank you. Yeah. Oh, very helpful. Right?

Then there’s the empathy and the natural languaging. Like, I get so annoyed when something I bought for myself is gone within, like, days. Right?

Like, I just bought, like it’s not even ecom. I just bought, like like, I was at, I was at, I guess, Canada’s version of a CVS, or I was at, like, yeah, drugstore pharmacy.

Those of you who were, like, on at the beginning of the call, heard that, like, I just, like, unplugged, like, the upstairs shower and felt so, like, amazing in it. So, yeah, yesterday, I was, like, buying, like, rubber gloves and, like, shower scrub and all this stuff. Like, I was ready for battle. And, of course, like, if I’m gonna do that, I gotta treat myself.

So I bought, like, three ninety percent, like, dark chocolate Lindt bars, and I’m like, yes. This is my this is my reward. Like, I got, like, two squares. Like, I don’t even have a big family.

I have, like, a wife and a seven year old. Like, why are my chocolate bars already gone? So it’s like yeah. Pick me as a go vegan.

So, like, yeah, that’s what I’m saying is reflect back that natural languaging of, like, their stuff being gone so fast. Right? Like, really get on their side so that it feels natural and not marketing research y. Right?

And I think, like, that’s that’s what’s gonna get the best response rate on this email is when it feels like you know them and their situation and how they’re articulating it, not just like, tell us how how we could best market to you. So yeah. Does that make sense?

It does. Thank you. That’s really, really helpful, and I I’m excited to go, implement something with this client because this client right now, as a bad example, has a post I think it’s a post yeah. Post purchase survey where, basically, it just comes right out and asks, how often do you plan on buying?

Right. And it gives me all the data.

That. Right?

Yeah. Exactly.

Like, you will get response, but you’re not actually building relationship or connection around that. Right? Like, no one feels good divulging that. Like, they’re gonna weaponize that against me. I know it. Right?

But, yeah, it’s just an opportunity to build connection while still getting the information you need and maybe even getting more accurate information because you’re framing it in a way that they actually understand.

Yeah. Thank you so much, Troy.

Another one you might wanna test just, like, while we’re in the brainstorm. So, like, there’s the volume based one.

Then, like, let’s say, like, still using the supplement health health ecom. Right? So, like, a company like Symbiotica, right, with, like, so many different, like, health supplements, that would be more, like, goals based. Right?

So, like, I would frame, like, a post purchase on, like, more kinda like, you know, what’s your, like, perfect day. Right? Like and kind of have one, like, that’s more, like, athletic based, like, they’re an endurance athlete or whatever, or maybe they’re a weightlifter. Right?

So just, like, getting information without, yeah, without, like, the marketing research y about it. That’s the only way I could frame it. Like, tell the story that mirrors their life that’s gonna give you valuable enough information and clear enough information to put them in the right flow.

Cool. Thank you. Cool. I’m taking curious notes.

Sweet. So, yeah, even on, like, the most basic versions of this, you can already accomplish so much. So I’m gonna, like, have that little disclaimer before we get into, like, the ultra nerdy stuff that you might never use this extra nerdy stuff. Like and use restraint because it’s so tempting to use it and then be like, what do we actually do with it?

But then again, it can be super helpful. So let’s take a look.

Alright.

Sweet. So application number three. So you could segment or buying intent or proximity to purchase.

I just call this, like, lead scoring. Right? You can use this click to essentially, lead score. Right? Lead score based on the click. So one of those, like, clicks could be worth, ten points on a lead score. One could be worth one.

And this is particularly useful if you are a solopreneur or have a really small sales team and need to be really selective in terms of which leads you are prioritizing in terms of manual sales qualifying or sent AKA reaching out to new leads. So super useful in that use case. And then the final one is my fave favorite. I haven’t had so many use cases on this.

I want more use cases on this because it would be just so badass. So this is more experimental, but segmenting based on core buying motivator. Right? So, branching it off into two core motivators.

Right? Some people, more motivated by perceived gain, exciting outcome while others are more motivated by, risk aversion or loss aversion. Right? Statistically, two times more likely to buy to avoid loss than to experience gain.

So if you know your prospect’s core buy motivator based on a segmentation email like this, like, where you’re literally segmenting for, are they more loss averse, or are they more, gain motivated?

You can use that information to essentially send the same emails or the same landing pages, but with different call to action languaging that best reflects that intent that they’re more likely to, yeah, respond to.

So game based languaging versus loss aversion based languaging and email call to action. You could use conditional messaging on that inactive campaign, or you could just send two separate emails that are essentially identical but different languaging on the call to action. So this is some really nerdy email stuff you could do, but it’s also really easy to track. So, essentially, let me get off this screen and show you what that email looks like.

Oh, no. Did I, like, close the other window?

There we go.

Cool.

So first one for buying intent. So this is just, like, how close they are to being ready to buy.

This one I think I wrote for guess this would make sense for traffic and funnels, like, two or three years ago. Once again, not getting overly clever on the subject line. If it works, it works.

So, yeah, just stop at my go to Starbucks, and it had me wondering if we were sharing a table right now, what would we be jamming on, would you be saying? Right? And a and b. So this is, I think, less qualified, so not an not a sales qualified lead just yet.

Hey, Taylor. I’ll be honest, man. I’m pretty new to this coaching and consulting world. I’m still trying to figure out what I do and my best path forward.

Can you help me out? Right? So this would, like, link to just kinda more nurture material, right, and not have a higher lead score. And And on skin, in, like, really natural languaging that I had literally picked up on some sales calls that went nowhere.

Right? So I think, like, this was written in response to this, like, a lot of their sales reps being overwhelmed with bad calls. And it’s like, why are we even on this call? Right?

So I’ll be honest, man. Just pretty new to this thing. Right? Like, that’s how it came out.

And then this one for the languaging that a more qualified lead would be using. Right? I’ve been at this for a while. Right?

Very natural languaging. It’s my full time gig, and I’m definitely getting by, but nowhere near the level of revenue that I know I should be. Right? So perceived injustice there.

I’m not afraid to ask for help. Right? So qualifying them for coaching, and I’m really hoping that this is the year to build real wealth and never have to worry about the threat of having to get a real job again. So this is the languaging that mirrors someone who is, presumably more ready to buy than this one.

Right? So if you were using lead scoring, this click would score more. Right? If you were a solopreneur running this kind of email, essentially, you would go into your system, track the link clicks on this one, and reach out proactively to the people who click that.

Right? Especially if you’re trying to conserve your own bandwidth or your team’s bandwidth, like, who do we actually reach out to?

Really simple. Do me a quick favor and hit one of those links above so that I know how to best help you if we ever run-in run into each other inside the group or a Starbucks. Weird closing line. Why did I write that? I don’t even know, but it still worked.

So, yeah, that was for lead scoring. And now core buying motivator. So also pretty simple. Alright.

Hey. I just grabbed a seat at my fave coffee shop. I noticed you recently downloaded my free, couples meditation, and then I got curious. If you were joining me right now for a matcha latte or whatever your vibe is, what would you be more likely to share about your truest, deepest, realest reason for requesting it?

Would you say? So this is the motivated by gain or positive outcome. So thanks for the meditation. Things are going okay with my partner, but, obviously, I’d love to take things to the next level. I know there’s so much more passion, connection, and depth available to us, and I’d hate to miss out on that hold straight from voice of customer, voice of prospect data. Like, that was literally verbatim.

Or we really need this practice. To be honest, things have been tough lately. It feels like no matter what we do, we struggle to regain connection or even be in the same room without triggering each other. It’s painful, and I get anxious wondering if things can even get better at this point and what that means for us and our kids.

Right? So very clearly distinct languaging for perceived gain. Right? Like, this person is motivated by, what could be better.

This person is motivated by essentially things not deteriorating or, yeah, loss aversion.

So, yeah, key on this one. Right? Especially if you’re gonna nerd out on it, just make sure that what you are writing on these two options gives you enough confidence to tag them as as their motivator. Right? And then what are we gonna do with this? So, obviously, a tag, tag, motivator mote, mote for short.

Make sure, like, you have a good, like, taxonomy on that because someone’s gonna come into the system one day and be like, what the hell does that even mean?

Yeah, motivator gain, motivator loss aversion, not motivated by going to LA, which some people would definitely think if they ran into this one.

But, yeah, there you have it. And then you would be able to send out, segmented emails by literally just having different call to actions that reflect, that kind of languaging. So there we go. Different applications, different ways to nerd out. I’m sure y’all are smart enough to think of, like, probably multiple different ways to use this kind of segmentation.

And the key rule, right, is, like, only segment what you have a strategy to put to use. Otherwise, you just end up with so many segments and so little ways to use them. But, yeah, open to any questions, feedback, and considerations of how you might put it to use for yourselves or your clients.

Yeah. Katie.

I would love to ask about, like, with a new offer because I totally like, like, what you just said about only segmenting when you have something to do with it, get it. But when you’re launching so I just help like, I did sales page and and sales sequence for this new course.

Because it’s new.

Like, basically, this is the horrible plan I told you about. So it’s like, is it gonna be most appealing to, like, empty nest women who wanna do this for more joy, or is the, like, high performance market going to pick up?

So, like, we have in the second email, the welcome sequence, a segmentation where I’m essentially trying to see, like, who’s actually signing up for this lead magnet Mhmm.

So that we can eventually double down on messaging for them.

Yep.

So I guess, like, is segmenting for market research, like, what what would you do with that click immediately? Like, I have a long term plan for it, but what’s the short term next action?

Right. So I think there are options. Right? If the client has, like so this is gonna be a course that hasn’t been marketed yet. Right?

Yeah. So it’s like we we rebranded it, like, repositioned an existing course at a way higher price point. So it’s like there’s a general ICA, but there’s not a really specific one because it’s a new product.

Right. Yeah. And you haven’t created the marketing for that yet, like, for the for the course?

We’ve like, I’m just saying it, and I’m like, we did it backwards, didn’t we? We have a sales page, and we have a the nurture sequence.

Mhmm.

Yeah. But I think, like, the the it’s it both of those are so far pretty general.

Mhmm. Yeah. How many people are on this client’s list?

Five hundred.

Mhmm. So at that volume, right, like, what would have the most ROI? Like, I think yep.

So She is she’s not, like, she’s getting a ton of press.

She’s basically gone on this huge publicity tour lately. So, like, we were optimizing for people who’ve heard her speak or heard her on a podcast.

Like, this is the freebie that she’s pitching on when she talks, and then this the freebie sells the program that then Right.

That she point to.

Yeah.

Yeah. Let me think of how I would do that. Like, does she have any kind of one on one services or higher end coaching, like, for people who would be qualified for that?

So she has offered this program one in one on one in the past, and she’s done a lot of one on one coaching. But, at the higher price point, we’re anticipating it being quite a different market.

Mhmm. Yep. And, when is the offer gonna be, like, available or launched?

It it is available.

Okay.

And, like, I don’t see her existing audience as really being the market for it. It’s more like right now, she’s, like, using this freebie to build it, putting it in front of them in the welcome sequence. But, like, right now, it’s more building that audience and then trying to get a sense of who is actually in it. Mhmm.

Right.

Yeah. I think, like yeah. I mean, the obvious one, I guess, is, like, segmenting for persona and seeing, like, who is actually on that list and which of those personas are moving through into that sale sequence and actually converting so that you could double down on your marketing efforts later. I think that would be useful.

Yeah.

The other one would be, essentially, like, lead scoring. Right? So, like, if someone clicked something where they have, like, a more imminent problem and a more imminent need for that thing because she has such, like, small lead volume already and you really gotta make the most out of everyone, Like, for those who will have a high lead score, right, I would have, like, personal reach outs or someone on the team. Right? Like, just essentially, like, further enabling that sale with more intimate touch point.

Mhmm. Okay. Yeah.

And then if you’re doing like, when you said about the different personas, if you’re doing that, but they’re dramatically different Mhmm.

I guess, are you just taking your best like, if I’m like, okay. So either it’s the, like, adrenal fatigue executive who needs this program because, like, they’re so burnt out that like or maybe they’re, like, on burnout leave, and they need they’re looking for something to help them. Or it’s like a holistic, like, energy healer who is burnt out from their own practice taking care of other people, and they really need to do something for themselves.

Like, I don’t know. Do you risk the, like, dissonance of having those two voices next to each other?

You’re like, which one sounds more like you and then they’re totally disparate?

Like, I I think if it’s possible, like, she just her her leads are just that undifferentiated, right, and you need to create distinction, then that’s just what it is.

And the value there, right, is like and and you could change this at any time. Right? This is gonna be the email that is there for the next five years. I think initially, if she had just so many leads and she doesn’t know who they are and they could be in either of those, categories, it’s very useful to see which segment or which persona is more responsive to the offer.

Right? So now you actually know what to create top funnel in terms of content. You know which podcast to try to get on to. You know what your Facebook ads look like.

You know, who you’re calling out on that, especially when they’re two very different audiences, and you can talk to both of them top funnel. Right?

So, yeah, I think the main benefit right now is, like, strategically, like, which persona is our buyer here. Right? Both of them can be our buyer. Right? And which one which one is our buyer?

So, essentially, then you’re tracking it through, like, who converts and looking at which persona tag they have.

Yep. Exactly that. Yep.

That makes a lot of sense. Cool.

Sweet. Lindsay, are you in the, Edmonton office there?

Nice. Cool. Is, like, everyone going crazy about, like, the right now?

Yes.

And you’re, like, two two minutes away from it. Right?

Yeah. It’s just down the road. It’s about two blocks. Fun.

We’re in the same place.

Yep. We’re always just waving.

Oh, nice.

There behind me.

Cool. Cool.

I had a chance to pop into that office for forty hours to sing Semisonics closing time and then go home. It was fun.

I’ve seen that video.

Yeah. That was a fun day.

It’s a great day. Yeah.

Yeah.

Yeah. I think, like, you warmed up, Lindsay. Like, your your voice was projecting towards a little bit. It’s great.

I mean, it is a classic song. So, you know Yeah. If you’re a particular age, you’ll definitely know the song very well.

Right?

Yeah.

Awesome. Cool. Abby, I think you’re up.

Yeah. So it’s like just a challenge I’m trying to kind of figure out for my clients. So, for contacts, so we launched a course, in January. It’s like a bookkeeping course, my bookkeeping clients.

And, the the kind of big idea for the funnel was, to make twenty twenty four your six figure year, And it it killed, like, we did, I think, like, thirty percent of the email list converted. So it was a great launch. And then we evergreened it. And then I think I’ve mentioned this before.

Like, there was some weird weird stuff going on. So the the webinar funnel was converting at two percent, but traffic to the sales page is converting at, like, four point six percent.

Yeah. Just couldn’t figure out why. So but, basically, they they want to meet to rekind of redo the funnel rather than it being a webinar funnel, like, put them into a mini course where they can practice.

And I’m just, like, I’m not sure, like, how kind of long to give them to go through it, how long the email sequence should be. I was thinking, like, ten days. Like, four days of reminders, six days of sales with some reminders put in. And then, like, I guess I would need to kind of change up the messaging on the sales page as well so that it but I I’m I’m struggling to, like, come up with a new idea that’s, like, around because they want it around, like, the hands on kind of practice. But I’m just struggling to, like, connect that to, like, an attractive enough kind of desire that they want or, like, a problem.

Yeah. I mean, the main hook that crushed was really kinda, like, money based. Right?

Like Yeah.

So, like, trying to, like, I mean, like, money or status or something.

But And, the new sales page is, like, for the mini course, which is free or paid?

Well, I mean so I’ve done the opt in page for the new mini course, but then I’m thinking the long form sales page.

Like, at the at the moment, it’s like, make, make six figure years the norm or something.

Mhmm.

So but then because they’re coming in Yeah. To, like, get it it feels, like, disconnected.

Right.

Based on, like, your research and your intel or even, like, the client’s, like, perspective your client’s perspective, like, is this audience, like, just that motivated to practice and get hands on experience? Like, is that a hook hook for this audience?

Oh, I I don’t think so. I think that’s the that’s their differentiator for sure.

Yeah.

And, yes, they do they do want practice because that’s another product we have. Like, they’re super motivated by practice, but this is a lot more expensive. So fourteen hundred. So I’m kinda like, look, if the sales page isn’t bursting at four point six percent, like, just leave it, like, for fourteen hundred dollar product. They’ve got a good, like, ROAS, but, yeah, they want you know, I’m just doing what the client wants.

Yeah. Yeah. I would agree with your perspective and, right, like, if we were to entertain it and build it, which it sounds like we are.

So how do you really make that attractive?

I kinda it brings me back to actually something that, like did I suggest this to you?

Yeah. Dea, DBM Boot Camp. DBM, digital business manager boot camp. Right? So she runs an agency and a certification called DBM Boot Camp for VAs to get paid more by essentially upscaling into DBMs.

And she had a mini course, or she still has a mini course. And I think one of the hooks we optimized for there was so, yeah, like, there’s the upskilling part, which is, like, kinda cool, kind of attractive, but you’re leaving it to the reader to quantify what that means. Right? And it’s kinda, like, vague.

Like, how does upskilling actually, like, contribute to me doubling my revenue next year? Right? I think one way we work with that, right, is it’s, like, almost every upscale module or lesson, right, like, had an estimated, like, estimated salary raise, right, of, like, you complete this and, you know, your hour is now twenty dollars per hour more. Right?

So as they complete things, it’s kinda, like, gamified of, like, they’ve umped their value from x to y. So it’s like if the bookkeepers have a very, like, a very standardized, like, dollar per hour at their current level, Right?

Yeah.

And these different skill levels or these different abilities or capacities or whatever, like, up level their ability to earn more, like, just, like, frame it that way.

Right? Like, almost on a timeline. Like, by the time they’re done these five lessons, their, you know, value on the market has gone up x amount. Like, I think that could be a way to anchor that in.

Yeah.

I mean and if no one else is, like, wants is volunteering for a copy review, can I show you the sales page and kind of Yep?

Certainly. Cool.

Okay.

I’ll put it in my chat.

Cool. Alright. This is the one you’ve already kinda, like, written?

Like, or Yeah.

This is on it’s converting at four point six percent.

Like because, I mean, yeah, I just think when it’s upskimming, like Mhmm.

It’s for money.

Right. Like, because and and it I mean, it is a a big salary raise. Like, so because I so that’s their headline, and then I do, like, the math underneath.

Okay. And they’re dropping onto the sales page, like, after they’ve gone through that mini course, essentially?

That’s that’s what it would would be, yeah, with the new funnel.

Mhmm.

But then it’s like the message is gonna feel abrupt, whereas before, it was after doing, like, a webinar, like, called, like, how to make six figures the norm with cleanup or something.

Mhmm. So they’ve gone through this mini course. Right? They’ve, like, skilled up with some hands on experience.

Mhmm.

I think there’s, like, an opportunity to have a bit of connective tissue with that. Right? It’s like and I and don’t use these words. Like, I’m not a good copywriter on reply, but it’s like you’ve essentially, the the essence of it is, like, you’ve just elevated your earning potential, turned your earning potential into an earned reality. Right?

So it’s like earning potential versus earned reality would be kind of a way to, like, continue the momentum they’ve already built Yeah.

That’s versus wasting it. Like, kind of when you I guess, like, similar to when do they go for a challenge. Yeah. So I suppose I could I could change as well, like, to the freelance.

But keep who’d love to, like, upscale their way to Mhmm.

Their bigger, the this, that, sexy, six figure year vibes. Okay. Yeah. Yeah.

But I wouldn’t lose the essence of, like, what’s working. Like, if it’s converting at over four percent, like, have the minimal amount of, like, connective tissue, like, from the new experience. Right? Because it’s still essentially the same audience.

Like, they’ve just had a different different, you know, presale experience.

So, this is, like, really similar to the one that was converting at, like, over four percent?

Yeah.

Yeah. Honestly, like, I would make as little changes as possible.

So optimize rather than rewrite. Right.

Optimize for, like, consistency between their past experience and this one, but don’t rewrite according to that past experience.

Right?

Yep. I was hoping you’d say that.

Yeah. I don’t rewrite. That would yeah.

Like, only rewrite if and when the data tells you to, but now when a page is converting at four percent for the exact same audience this is going to. Right?

Yeah. I mean, the problem with this client is that they they’re like they’re ideal in so many ways, but they have crazy expectations.

Like, they wanted a million dollar launch, and they had, like, five thousand people on their email list. Mhmm.

It’s it’s kind of yeah. So they’re like they don’t think four point six percent is they’re like, oh, we want, like, ten percent. I’m like, okay. Well, we you know, we can let’s try for, like, six.

Right. This is the one, we were discussing on, like, Slack, like, three weeks ago or two weeks ago.

Probably. Yeah. They’re, like, my main client at the moment. Mhmm.

Yeah. Because they’re great because they have great offers and or, like, a great audience and that all their copy is terrible. So it’s nice to actually see the results from my copy, rather than, you know, the other things not being in place. But it’s just never it’s never good enough. Like, they just want more.

Yep.

Like, if you feel like making minimal changes will trigger the client to feel like you’re not doing enough, right, and that’s a becomes a client management and expectation thing.

I think, like, that’s a separate conversation. And, like, if you did if you did wanna provide more output than very small changes here, like, are there other aspects of the funnel you could look at, like, you know, the email sequences?

Well, that’s it. It’s gonna be the emails because if they’re if they’re going in, yeah, it’s gonna need to be a longer sequence.

Yep.

Sales page converting at ten percent. Like, I love I love, like, ridiculous benchmarks. Right? I think, like, it pushes us into, like, new ways or new ways of, like, innovating and doing things.

Right? But, like, you know, like, I would optimize in other ways than, like, just writing different words and adding different sections because I don’t think that’s gonna take you from four percent to ten percent. Like, just different cop like, your copy is already really good. Right?

Like, it’s it’s not gonna be four percent to ten percent better, right, no matter what you do.

But it’s just yeah. I mean, that weirdness that the webinar funnel converting worse than the direct the sales page. So I’m thinking, well, if we like I mean, she just she was really into, like, the fact that it’s hands on. It’s like it’s such an awesome differentiator, but it’s just, like, at the top of the funnel. Like, I’m just not convinced Mhmm. That it like, their customers love it as much as she does, or it’s gonna, like, attract them in. It’s kinda like, once they’re in there, they’ll love it.

But Right.

Yeah. It’s like yeah. Knowing the battles to fight. Right? Like, if she’s really fixed on that idea.

Yeah. But I would look at, like, if you feel, like, keeping the page static, right, or more or less static is gonna have resistance, right, I would propose or, like, other other levers that are likely to yield more result. Right? So, like, one example of that is, like, if there’s the, if they’re all in this, like, upskilling mini course. Right? Like, where’s that mini course being hosted?

It will be on their course platform, which is experienceify. It’s like a gamified course platform.

Sweet. Right? So you would have, like, the metrics of, like, what they’re doing.

Completed. Yeah. Yeah.

So so those who are highest on the scoreboard, presumably, the best leads. Right?

Or so I would use that almost, like, as a form of lead scoring. Right? And, like, who on the team? Like, is there a customer?

Is there, like, a sales specialist? Is it her? Right? Is there someone who could just, like, reach out to those students, like, as a check-in, right, like, before the sales experience. Right? So, like, that can move the needle more towards, like, converting those who are most engaged than optimizing copy that is already converting at four percent on the sales page.

So Yeah.

Because that with the challenge, like, if people took the challenge, they’re gonna they were gonna buy. Like, for this is for the other offer.

Yep. Yeah. The problem was it’s just that we’re getting people to, like, do the work that they that they said they were gonna do when they signed up.

But Yeah.

Right. But it’s like and this this, like, comes back down to, like, challenge funnels as well, right, where, like, I find that people are way too quick to disqualify people who didn’t drop everything in their lives to fully participate in a five day thing in the middle of the week. Right? And it’s like, every everything is information.

Right? And then you tailor messaging for that segment based on presumed information. Right? So, like, if someone signs up for this, mini course and they do nothing, like, didn’t even watch a video, like, that is a really specific segment to write two or three emails to.

Right?

Like Mhmm.

You know, you signed up for this, which tells me, like, you have this intention. You want to be making more. You even need to be making more because you’re overwhelmed and overworked. And because you didn’t even have a chance to watch a single video, something tells me that you are already stretched to your limit.

Right? How do you use that information to make a sales argument for the program regardless of whether or not they watch the video? Right? So it’s like, how do you take presumed information and work that in your favor instead of disqualifying someone?

Yeah. Yeah. That’s good advice. I did use the email that you suggested for the challenge final, but that I’m, like, that jumped straight to the good stuff. Yep. So I’m curious to see how that performs.

And the one other question, like, so with this audience, like, they don’t have they really do want the products, but they just they don’t have the budget. But I think, like, I get the impression that, like, it’s kind of a few months down the line. They might be able to, like, get the the money together, and I’m just wondering, like, how to build that information, like, into the win back sequences because that’s just not something I’ve kind of ever touched. Like, I just do the kind of quick sale.

Do you have any advice on on on that, on how to, like, reengage and then sell to people?

So, obviously, the more information you have around why they didn’t buy, the better. Right? So, like, if in your, post launch Yeah.

So it’s just money. Like, eighty percent of people are like, I just can’t afford it, but I want it.

Mhmm. So is it, like, framed that way? Like, I really want it, but I don’t have the money?

Or is it, like Yeah.

Yeah.

Okay. So there’s so there’s intent there. Right?

Have you or the client, like, ever tried, like, remarketing around, like, a payment plan after or a guarantee or, like, she doesn’t really want to do that?

I’ve done, like, retargeting ads, like, around the payment plan.

Like, it definitely did that during the launch. There is that you can pay with Klarna.

Mhmm. Yep.

Like and I have, like, built onto the emails, like, after receiving that feedback that, you know, like, it’s Mhmm.

It’s just this and blah blah blah.

Does she have a sales team or anyone who sells by chat or DM?

Not not for this product. No.

Mhmm. So right. Like, we could, like, really overengineer it with, like, email sequences.

Like but what I would do if this were my business, right, is just, like, you know, I think I teach this somewhere, like, called, like, the Tyler Durden thing.

Oh my god.

I love that. I love Fight Club.

Yeah. It’s definitely a fight clubby reference on the template. Like, I’ll make a note, and I’ll send it to you after because I think you could take the gist of it. But, essentially, the short version of it is, like, like, like, remember the scene with, like, the, like, like, liquor store clerk, Raymond Hessel.

Right? And, like, Tyler Durden, like, pulled him outside, and he’s like, what’s your dream? What do you wanna be? And he’s like, I wanna be a dentist.

And he’s like, you know, if you’re not on your way to being a dentist, like, I’m gonna come back. And if you’re not on your way to being a dentist, like, that whole scene, so cool. But, like, similar concept.

I mean, like like, don’t drag your prosthetics out of the store.

Like right. No. Don’t do that. Right? But, like, they’re saying they want it. They’re they’re saying they need it. Right?

And life can’t just continue on the same trajectory forever. Right? So, like, the basic essence is, like, three weeks after the purchase, right, like, you know, just checking in, right, on their core intent. Like, it’s so not necessarily a nine word email. Like, is this something, like, you’re still interested in? Right?

Mhmm.

But, essentially, that. Right? And, like, what needs to change. Right? And this is where it’s so much easier if you have, like, a setter or a salesperson doing it because it’s, like, in real time.

But, essentially, use a Tyler Durden type email sequence if you are going, like, one to many on it. Right? Like, a very clear, like, what is your trajectory? Right?

Like or even yeah. Anyway, that’s a whole other conversation. But you can create that sequence. Create, like, the three week didn’t buy, didn’t had no money sequence.

Right? Like, it’s a super valuable sequence to have.

So make it your own.

Yeah. And I think I will put, like, this self segmenter email as well into the the sequence just to find out, like, exactly what it is that they want, like, how big they wanna build it.

Yeah.

Cool. Thank you. Oh, yay. This is gonna be fun.

Good stuff. Good stuff.

Cool. I got an extra five minutes if anyone still has something.

Sounds like we’re all good.

Sweet. Well, thanks for hanging out, everybody. Have an awesome rest of your Thursday, and we’ll chat soon. Take care, Ralph.

Thanks, Brian. Bye.

Your Inner Authority (Part 3)

Your Inner Authority (Part 3)

Transcript

This is part three. Wrapping it up. And as I was, like, writing part three, I was trying to think of, like, the best trilogies in movie history.

Like I don’t know. What’s the best trilogy? Was, like, Batman a trilogy?

Yeah. That’s three. Yeah.

Pretty solid trilogy. Home Alone? Is that a trilogy?

Lord of the Rings.

Lord of the Rings, actually.

Lord of the Rings.

Yeah. That that is probably the best trilogy of all time. Yes. Agreed.

That’s where my mind went.

Yep.

Sweet. So, this is the third and final installment of DeepCraft and our authority, and this one’s all about how to use the scene, heard, felt framework to reveal pain, highlight natural urgency, and compel action. So as a recap, part one, which we did in February, there should be a replay somewhere, was all about deep voice of customer data, how to use three piercing questions to go beneath the surface and extract rich insight that your customers aren’t saying but want to say but don’t have the words to say, and you get to say them in your copy. Part two was shadow copy, how to balance virtuous and forbidden desire to elicit your prospects full range of the app. Yeah. I need this.

And then I think in April, we took a break and did something else, and now we’re wrapping up the trilogy. So recap. The inner authority is one who knows the prospect better than they know themselves, exposes, and illuminates that which the prospect is unable or unwilling to articulate or divulge, build stress and resonance through the whole damn, are you in my head phenomenon.

Four, make sure their one reader is fully fully seen, heard, felt on the page, or at least more seen and felt than any other competitor is willing or able to see them. So best way to make your prospect feel, seen, heard, and felt is to literally see, hear, and feel them.

So the mostly driven direct response copy will engage as many senses as they can to generate a reaction that moves a prospect towards action.

And we do this by painting scenes, like, literally seeing them, hearing, and feeling them in a very specific moment or type of moment that we’re gonna talk about in a second.

So before I get into all that, this is one of my all time favorite copy hacks. I guess I’ll call it a copy hack.

Especially if I’m getting tasked to write email email copy or ad copy on, like, a really short turnaround where, like, the client just, like, doesn’t care about due process or research. Right? Like, we need five emails and five ads by next week.

But, like, yeah, they they don’t care that it takes x amount of time to do research to the proper, like, mining and all this stuff. Like, they just need it done. So this is what I turned to because the research to generate this type of copy is minimal. It could be done in under an hour, and the results have gotten out of this kind of copy, especially on ads and sales emails that point to, pricing pages or application forms has been awesome. So, yeah, little hack if you have to write ads or emails on a really tight, timeline with kind of a minimum bible research phase.

So sensory dominance hierarchy. So I did a lot of, like, research on this and tried to find, like like, I’ve heard all, like, all these years. Right? Like, engage as many senses as you can and, like but which ones are the most important?

Like, not all senses, like yeah. Not all senses can be created equal. Like, people must be more dominant in a certain sense. And what I found, and I can’t find any sources.

Everyone just says this to be true. And, like, they’re quoting some, like, outdated journals that I’ve never heard of, but, essentially, comes down to seen, like, visual data seems to be the most universally strong and dominant sense followed by sound, so heard, and felt. So these are the three that I’m gonna focus on. Touch, taste, and smell, like, I’m very smell oriented, but for whatever reason, that ranks very low on the hierarchy.

So in my copy, I rarely talk about, like, the scent of a wafting candle in the next room, because yeah. I don’t know. Maybe I should talk more about scent and see who responds to scent. But seen, heard, and felt are the most dominant ones that I found in my research and that I tend to rely on most when it comes to writing copy.

So when when we talk about scene, I mean, literally, like, be seen. Like, where are they at? Place them as a character in a certain environment.

And, like, what they see, give a three hundred sixty degree view. Like, what are they seeing within that scene? What is the visual data that they are processing? So that could be facial cues from people in the room. That could be, like, what they’re seeing on a screen in front of them. It could be markups on a Google Doc if you’re a copywriter.

What is the visual data that they are processing and interpreting?

And with that, we get to see them and their experience. So this is where someone feels seen, when we actually see them where they’re at and see kind of through their eyes what they’re processing, what they’re interpreting, what they’re experiencing.

Next one is heard. So very similar. Like, what are the sounds in their environment? What are they processing auditorily?

So there’s that. And then there’s my favorite, which is their inner sound. Right? Their secret desires, their story making, their inner critic, like, just abusing them with nonsense all the time.

Like, what are they telling themselves? What are they hearing internally?

Then dialogue from key stakeholders. Right? What is their boss saying to them? What does their colleague saying to them?

What does their spouse saying to them? What does their child saying to them? What does their client saying to them? What is the dialogue that is being processed from the outside in?

This really makes good subject lines. I’m gonna show you that in a second in our example.

And when we do this, they get to feel heard in their experience. Right? So we get to mirror back what they’re hearing. We get to mirror back what their internal dialogue is as they interpret that environment, and then we mirror that back, and they get to feel heard almost in the same way as if they had shared that with a therapist.

And then felt is how they are reacting to the visual and the auditory data. Right? So they’re seeing stuff, they’re hearing stuff, and then they’re having an emotional or bodily or somatic reaction to it. So this could be feeling anxious, fearful, angry, sad, betrayed.

It could be somatic, feeling contracted, butterflies, burning with rage, and, essentially, what they are feeling in response to the visual and the auditory data. Is that clear? Like, I’m gonna stop for a second because I just, like, give a lot of information.

Cool.

Cool. Alright. So let’s move on.

Sweet. So your prospect is obviously seeing, hearing, and feeling in response to what they’re seeing and hearing a ton, right, a ton in their daily experience. So how do we choose the ones that are gonna be most effective in mirroring back in our copy? So what I what I essentially, like, bring this down to is moments of heightened receptivity or moment moments of highest tension, which I kinda be as interchangeably right now.

So a moment of heightened receptivity is a moment where your client or prospective client would be most receptive and most responsive to to an offer. So it’s where the stakes and the consequences associated with the problem or the gap are no longer bearable, no longer tolerable, and no longer avoidable. And it’s a very real moment. Right?

It’s a very real moment. Every prospect who has ever invested a good sum of money, right, has had a moment that triggered that purchase or triggered the need to seek a solution and overcome that problem. Almost universally, I haven’t found any case where this hasn’t been true, where there hasn’t been a moment that it could be anchored to where they decided this problem just can’t persist any longer or it’s reached this boiling point and something has to change. So this is a very real moment that your voice of customer and your voice of prospect data should be revealing.

So what I love about voice of prospect data and how I differentiate the two is voice of prospect data is the data you get before they’ve made the purchase. So they’re in that buying decision. They haven’t yet purchased and landed on, the post purchase. Thank you survey.

This isn’t an interview you do after the fact. This is them while they are considering that decision. So the classic, most obvious way to extract this is on a sales or demo call with a very simple opener. Right?

What was happening in your world? What was happening in your life that made you want to book this call? Right? And typically typically, a prospect at this point will give kind of, like, the placeholder that is the entry point to that moment of heightened receptivity, and a really good salesperson is gonna dig deep enough to really paint that picture.

Like, in part of where they were, what they were experiencing, and how that landed for them, and why that feels urgent and important. And I’m gonna walk you through an example, in just a second. So let’s get practical.

Step one is going to be to choose a moment a moment of heightened receptivity from your voice of prospect or your or your voice of customer data.

Step number two would be to take fifteen minutes to fill in that SHF data. So if you do audit sales calls, right, if you do audit demo calls, like, find that moment of heightened receptivity. Like, this is something you could be that could be done in client interviews that you’re relying on that. This is could be something that could be done in auditing sales calls. This is something I’ve even done in taking sales calls for a client. Like, when they had an overflow, I jumped on the phone to literally extract this data myself. So this is something you could get from a very from a variety of sources.

Once you have a moment of heightened receptivity, simply, like, unpack it on these three levels. Right? Like, during a moment of heightened receptivity, what are they seeing? What is in their visual field? What is the data they are interpreting visually?

During a moment of heightened receptivity, what are they hearing? What are the sounds? What is the inner dialogue? What is being said to them? And then finally, how are they reacting to that? So this is, like, a fifteen minute exercise to just really process the information coming out about my moment of heightened recitivy.

And then for that, we could craft an email or an ad.

So let’s look at an example.

Gonna get off this share.

So many windows, so many tabs.

Sweet.

Cool.

So this is one that I wrote for a client in the relationship space. So pulled I pulled the moment of heightened receptivity from the voice of prospect data extracted from a sales call. So this is a loose transcript from the sales call that I pulled it from.

So the salesperson essentially started, you know, what was happening in your life that made you wanna reach out, that made you wanna get on a call.

And this is pretty close to the verbatim that I heard from the conversation. So last night, I found found myself in bed watching Netflix on the iPad, and I effin’ hated it. I hated that I’m so resigned to intimacy even happening with my wife that this is just my routine, and I’ve accepted it and feel like there’s nothing else I can do to change at this point. Right?

So that puts us in a scene. Right? It gives us good data. And then a good salesperson or a good copywriter will ask for elaboration.

Right? So can you tell me more? Then the prospect got a little bit confused. He’s like, what do you mean?

Then the salesperson, like, can you be more specific? So this is a really good follow-up question to ask on sales calls, right, on, customer interviews. Just simple. Can you be more specific?

What were you watching? What was what happened as your wife walked into the room?

And then he elaborated. Like, I found this was funny. Like, I was watching Sons of Anarchy. I’ve never seen Sons of Anarchy, by the way. I don’t even know if it’s a good show.

And my wife came to What are you talking about?

Never seen it.

It’s a good show.

Yeah. I wanna see it now.

A good show. You should watch it. Yeah.

You could be on that. Right? I feel What?

Alright. Maybe.

I’m kidding.

Never seen it. I was watching scent of anarchy, and my wife came into the room, and I barely looked up. Like, very subtle data that communicates so much information about that pain. Right? And I don’t know why. I just felt like I didn’t wanna make eye contact and end up in a thing.

Salesperson, great question here. What kind of thing? Right? Like, what kind of thing? And that the conversation about where our marriage is going.

Is this for frequent conversation? Yeah. And it’s effing exhausting. Right? So this was all extracted in about a minute, a minute and a half of auditing a sales call.

Like, if you were writing an ad or an email for this client, do you think you can write something half decent with just this data?

Right?

Yeah. So other moments of heightened receptivity that I could draw from other emails and ads. Right? So, like, one thing I’ve noticed, there tends to be at least two or three or four, like, really strong moments of heightened receptivity, like, that come up in these types of calls.

Right? This is kind of like the late night argument version of it.

I audited a sales call, right, where he’s like, I downloaded the secret Tinder account, and I’m like, that’s a great subject line. I don’t know if it’s universally relatable, but you get so much good stuff out of just, like, auditing the first few minutes of a sales call. You don’t need to go through the full forty five minutes, hour long, hour and a half where they start getting into the offer specific details. Just hearing what motivated someone to get into a solution seeking state can give you all you need to craft really good emails and really good ads.

Step two, optional as we said. Right? Like, typically, once I have this data, I feel like I could just, like, go to the races and write. I don’t necessarily need to distill it into those three categories. But if you feel like that’s a useful part of your process, definitely take fifteen minutes, watch the scene in your mind’s eye, and just, like, fill in that extra commentary and, like, unpack, like, what are they seeing, what are they hearing, what are they feeling, And engage all three of those, within your email.

Step number three, craft it.

And this is what I love about, like, the what are they hearing, right, within the subject line. Like, where is this going? I think this got, like, one of the highest open rates this client got. Like, where is this going? It’s like those words that just anchor someone right in that scene.

And, yeah, I’ll do a quick read through, and you could just see how pretty much every line is mirroring back either the visual data, the auditory data, or the reaction and the emotional feeling as it relate as it relates to it. So at eight forty nine PM, it may have taken a double round of little blue truck, but you finally got kids to sleep. After a crazy ass day of working and child wrangling, you glance down at your iPhone clock anxiously debating whether you could squeeze whether you should squeeze out some cursory, check the box connection time with your wife or take solo comfort in a mini two episode max sense of anarchy binge vest, falling asleep to a chorus of Ron Perlman and one liners.

You offer Ron’s massive ass mug. He really has a big face. That’s what I noticed in my research. Like, the longest part of writing this email was, like, finding gifts, then realizing how big this man’s face was, and then, like, Googling Ron Perlman Young to see if he always had a big face or if, like, his face enlarged over time.

Manzo’s had a big face. What can you do?

Somehow, he triggered the less than rattling off the day stresses followed by a peck and a turn to the other side of bed that your connection time has become. Right? So all data here, right, of what they’re seeing. Two episode max, substance of anarchy, Ron Perlman, you know, his face, one liners. That’s, like, scene.

You glance down at your iPhone clock. That’s sight. That’s literally what they’re seeing. And then this is the reaction. Right? Anxiously debating whether you should squeeze out some cursory check the box connection time.

So, sight and then the feeling. Right?

We’re mixing in seen, heard, and felt.

Just as your nervous system self soothes to the iconic Netflix ta dum. So we have feeling and we have hearing.

The oak floors creak, that’s hearing. Your wife walks into the room, visual.

You don’t even need to see her face to know it ain’t good feeling. Right? So, like, one sentence, right, or, like, one line has a heard, a scene, NFL.

You barely look up. You know, the moment you do, you’re committing to an agonizing three hour where is this marriage going combo when you played out dozens of times over the last half decade of the guitar script. Then we go into the feeling each time running the same circuit of blame over unmet needs, frustration, over ongoing stagnancy, and errant tossing of emotional grenades over ancient wounds and resentments, or for you both concede to resolution via exhaustion, AKA a temporary peace treat until the next flare up. But this time, it somehow feels different, worse.

Instead of anger, you feel her sadness. Instead of fight, you feel failure, and part of you misses a version of one another that at least fought for your match to survive. It’s as if you’re each waiting for the other to deliver the final death blow, but you can’t say it. You can’t say anything.

You’re uncommitted in both directions, and you’ve been stuck hoping and waiting that your relationship would somehow just revive itself with itself, apply a defibrillator, but it hasn’t. Of course, it hasn’t. And now your wife with sadness in her eyes is asking you, where is this marriage going? Right?

So back to the herd and the same. If you don’t have an answer, that’s a problem. We should talk.

If you have an answer and it’s anything but a clear f, yeah, we’re heading into greater connection, deeper passionate, stronger commitment. That’s a problem. We should talk. If you’re holding so much blame, anger, and hostility that you don’t even want to offer her an answer because you can’t discern what’s even true for you anymore, That’s a problem you should talk. But most of all, if deep down, you know, she deserves the best of you, and there’s just been a wounded part of you unwilling to offer it, but you’re willing to do whatever it takes to step up, show up, and reignite what’s possible for you and your wife, then we got a spot on our account with your name on it. Right. So this is what’s possible, like, in just getting the moment of heightened receptivity.

Like, you don’t need Mattell’s data to write an email that has someone, like, fully seen, heard, and felt in a critical moment of heightened receptivity where they would do anything to solve it. So that’s what I got. Opening to questions, comments, feedback, and up your views if y’all have anything you want feedback on.

Yeah. I oh, go ahead.

I was gonna say, do you have, like, a specific order that you try to get them in?

Because it sounds like you try to rotate them.

Within the email itself?

I like to start I like to start with seen just because, like, it’s a really easy way to anchor them into it.

But other than that, it’s just kind of how I process and play out the scene as I write. But yeah.

Good question. I think starting with site tends to, like, anchor the scene really well.

Yeah. It’s kind of like a stupid comment, but I I’ve had, like, a question in my head for, like, years about because, like, your copy is very specific, and I kind of aim for that standard of, like, specificity.

But then sometimes I feel like my copy is too specific or, like and it’s not working. And I always wondered, like, what’s going on? But I think from doing that, I’ve kind of just sussed it. It’s like, you pick, like, a universal problem, and then you get specificity rather than just doing a specific problem because then it’s like then you can alienate people. If you pick universal problem and then get specific, like, you’re not gonna alienate people. I’m just very pleased I’ve just solved that because I’ve been like, what’s going on here for ages?

Wait. Are you doing that again, Harry? I’m not sure I followed that.

Okay. So, like, choose the universal the universal problem, like, the most common So if you’re, like, surveying mining or something and then you’ve got the problem that comes up the most and then get really specific within that problem rather than just going for, like, a specific problem.

Because then it can feel too specific and then the client could be like, oh, like, people don’t think this. But if you if you choose the general problem and then add specific details and it adds that, like, color and depth.

And it’s isn’t gonna make people think, oh, well because no one’s gonna be like, oh, I don’t watch Sons of Anarchy. That doesn’t, like, apply to me. But they might but if it’s a specific problem that they don’t feel, then you can alienate them. Does that make sense?

I think so.

I mean, why would explain it better?

I I think, like, the simplest way I could put it, right, is, like, any, like, any so the audience for this was, like, men in marriages. Right? And the main problem it fixes is, like, disconnection and numbness. Right?

So it’s like any man who is feeling disconnected and confused and not sure what to do will relate with the man in that scene, right, regardless of the specifics of it, regardless of whether or not he actually, like, sons of anarchy or not. Like, he knows what it’s like to like, there are some details he’ll pick up on. Right? Like, the averting the gaze.

Right? Averting the eye contact is not wanting to engage in that space or not knowing how to. So it’s like yeah. Essentially, he can see himself in that man’s shoes because they share the common ground of the core problem, if that makes sense.

I have another question.

Yep.

So I I think that filling in a lot of these details is possible in a more b to c space. But, again, like, for example, one of I think I brought up this copy a couple of times. This company I’m working with is called Novena. They do AI powered, health care.

Mhmm.

And they’re dealing with, like, health care organization.

Not like a doctor, a nurse, like an office, like the management organizations Mhmm.

Of health care providers.

Like, how do I go about filling in the sensory details in that kind of client when those kind of details are not things that you’ll find on a sales call? And it’s so far removed from my daily life. Like, where do I go without even starting to look for those kind of details?

Right. Like, who is the ultimate, like, decision maker?

Like, of Like, care management groups that, like, deal with health care regulations and, like, payers, insurance, things like that.

Like, they’re managing either hospitals, like, different hospitals and, like, hospital chain or, like, a bunch of, like, a a bunch of physicians that are part of, like, a physician care group.

Yep. Yeah. So, I mean, I’ll acknowledge. Right? Like, there are limitations. You probably can’t tell that same type of story in that context.

Most likely not. Right? Like, I think that you do run into challenges with clients being comfortable with a full on kind of, like, story and immersion into that kind of case.

Where there is where there is, like, clarity on what the, you know, the main purchaser, right, is experiencing as it relates to solving that problem. I think injecting some of those details is is useful. Right? Like, I don’t know what the specific experience is of a moment of heightened receptivity in that buying decision. But if you can even just, like, reflect on, like, what is the tipping point that moves them towards consideration here. Right? Like, is does something actually happen that triggers a we need to fix this or we need to seek a solution here?

Then you can bring that in. Right? Like, in a obviously tone down way, but there’s still probably a moment that triggers a buying decision, likely.

Yes. I think one of the issues, though, is in a lot of really complex b two b solutions, the person who has the pain point is not the person making the decision. So in this case, the doctor is the one feeling the pain because the pain point is they have a lot of patient records to read through before they see a patient. And they don’t have time to go through it all, and they don’t have the, they oftentimes miss important details. But the person buying it is the person managing those positions, and they might have been a position themselves at one point, but now they’re in more of an administrative role.

And so Right.

Yeah. Do they have, like, challenges in managing those positions or serving those positions, like, because of the physician stress? Does it kinda, like, bleed over?

Yeah. So it’s a lot about, like, making sure that they’re getting that they’re they’re having good care and a lot about, like, how they interact with insurance if they’re on more of a value based model, meaning that they’re being paid based on the outcome of the patient as opposed to, just a fixed amount, then they wanna make sure that they are going through all of these records and things like that.

Yeah.

So it’s a lot about being efficient and optimizing workflows and Mhmm. Avoiding time wastage.

Right. And they there’s a cost to them when the physicians are inefficient. Right? Like, some of that moves through. Yeah. So, like, they have yeah.

Patients aren’t being healed. Mhmm. Things like that. I mean, this is just one example, but I Mhmm. Like, it’s also relevant for lots of different examples.

Yeah. So, like, if you could identify, like, you know, the two or three biggest motivators. Right? Like, if it’s, like, inefficiency, for example, inefficiency or, like, reduction of quality of patient care. Right? That’s, like, two of them.

Mhmm.

And if you can almost highlight, like, two or three scenarios for each of those two that they would be hearing, seeing, and feeling, right, like, either as a complaint, right, or a lawsuit or a reduction of billings, like, whatever that translates to. Mhmm. I think that there’d be an opportunity to craft, like, tone down versions of this email around that. Right?

Mhmm. Like, especially if the buyer of this is in contact with the doctor or the physician and maybe the physician is communicating some of that stress to them, and they don’t have a solution to it, right, other than, like, keep going. Right? Like, do your best.

Right? Like, I don’t know how that plays out.

Mhmm. But I can only imagine there are stressful scenarios for both the buyer and the position they serve here. Right? And, like, just highlighting some of those without being too excessive in the scene painting, could go a long way.

Okay. Yeah. I mean, I definitely include those kind of elements. But, like, I wish I could include more sensory details, like, bring in what the office looks like or who they’re meeting with. And I just I am so far removed from that world.

I Mhmm.

Would be embarrassed to even venture a guess. Especially, like, I remember when I was working in house, like, I would collect these anecdotes, like, after over a long period of how like, over six to twelve months, you could collect a lot of anecdotes to sort of create that picture in your head.

Mhmm.

But, like, if you’re just going into a project, it’s hard to sort of absorb that in an organic way.

Yeah. Understandable.

Is there kind of, like, a standard system that they use, like, visually? Like, are things being processed through, like, you know, a common system? Like, where things are signaled as being inefficient or, like, how do they know something’s inefficient other than, like, the feeling of it?

Like, is it in the reduced billings and a report at the end of the month?

Like Yeah.

Yeah.

There would be issues with payments and Mhmm.

Doctors would be burned out. That’s a big one. Doctors would not wanna there there would be a lot of turnover.

So so, like, a missed payment, like, that’s where I would dig. Like, what is, like, what is the experience of a missed payment? Is, like, an is it an email notification from, like, x payment processor system? Like and they get that on their phone or they get that, like, at the office, and then they have to like, that would be a moment, for example.

Mhmm.

Yeah.

So yeah. Sometimes. So yeah. Obviously, like, obviously, like, familiarity and the more conversations you have with it, the easier it gets. And there are certain limitations when, like, you’re newer to that world and not a lot of people are interacting with you about these details, and there’s not a lot of opportunity to get them.

Mhmm.

But, yeah, where where you do have the ability to, like, ask those probing questions. Right? Like, so much can come out of it. Right?

Like, what does that what does inefficiency actually look like? What does that moment it signals to you? Right? Like, and have you feel in that moment.

Yeah. I love the idea of the notification on your phone. I just like, the client is also a marketer, and so Yep. They’re not as familiar with it.

And Mhmm. These people are pretty high up in their career ladder, so they’re not, like, people who would be really readily available to just casually jump on a call. And customer success is not always willing to let you jump on a call with them. Right.

So but, like, I like that idea, but I feel like I might have to find other sources to sort of validate that kind of language.

Right.

Yeah. I would start with, like, what’s most within reach. I think, like, the visual would would be the easiest. Right?

Because you don’t really need to go too deep into their personal experience of how did you react to that. Like, you can kind of fill in the gaps. Right? Like, if they’re getting a notification of a missed payment or whatever, like, it’s a pretty universal experience of how that feels, right, to the end user.

So, yeah, just, like, get that data. Right? Like, are they checking it on their phone, on their lunch break, and that pings them? Like, does that warrant a conversation with, like, the office manager or the head phys like, I don’t know enough about that industry to fill in those gaps, but, yeah, I feel like, some light digging might yield some pretty cool results.

Okay.

Cool. Jessica, I see your hand up.

I was just getting in line for a copy review, if that’s okay.

Yeah. That’s cool.

For sure. Any other questions about the topic before we jump into Jessica’s review?

Sweet. I think that means you’re up.

Okay.

So, Ry, I don’t I don’t know, if you’ve heard, but I was kinda shifting. You know, I was focusing on seasonal sales, holiday sales?

Mhmm.

Yeah. Red thread. Okay. So as that kind of, was explored deeper, I redid my home page, all the things, then it kinda became more of a helping ecommerce brands on the either other side of the discount.

Like, once they’ve acquired a client through a discount, what do we do? Because we can’t may we can’t create loyalty with a discount. Right? Mhmm.

And so and then it kinda became, the phrase for my, hopefully, future podcast newsletters, ditch the discount. And not to say never do discounts, but be more strategic.

Mhmm.

And so but my big thing is I’d like to build, ideally, a more email funnel, SMS funnel, service package through, you know, the intensive Joe’s teaching, the standardized project and the retainer. So my goal is to create, like, the email program audit, and that’s what I’ve actually done for a couple brands now, and then retainer being the optimization, especially of their flows. So just so you kind of have context of what I’m kinda building now. And Abby kind of helped me through my home page website.

And, I just that’s what I wanna share. And, Naomi, by the way, I was just saying, I I believe that you’ve done interviews. I was just saying that that for me, when I was working at my my Utilizer, that was where I got all my stuff. I didn’t mean to say you weren’t doing it. That was that was just my comment. Okay. So, anyway, here’s my home page.

Yes, please feel free to be as brutal as whatever. But the ultimate I don’t know. We did, like, a fast rewrite, and I just I walked away going, well, it’s better than my seasonal sale focused version, but I still don’t think as I go through it. I’m like, do they know what I do? Do they know what the next step like, I’m I really stripped back. I took my services page off and all that, and I just really wanna focus on let’s optimize the home page, and then I’ll go from there. So that’s kind of what I’m looking for is help with making this better so that they know what I do and know the next step, which would be a call with me, essentially.

Cool. Alright.

Let’s go through it.

Sweet. DTC and ecommerce brands. I’ll read in my head so it’s not annoying.

If anyone has a comment as I go through this, feel free to just jump in.

Do you have a picture of yourself where you’re facing to the right? Because I feel like if you had well, I think number one, if this image was slightly larger, it might feel a little bit more balanced because I feel like there’s a lot of empty space here at the top.

Or maybe even if the text was on the left and the picture’s on the right.

Because I feel like having the text in the middle and the picture on the right feels a little bit imbalanced because the empty space on the left.

So that might help make it a little bit more like, fill up the space more.

Did you catch that, Jess?

I did. I’m just it’s cool. Yeah. I I appreciate that. Know that it’s not really, it’s funny that you bring that up because Abby and I Abby, was that not on the left side of the thing the person you’re like, And we were like, yeah.

It’s better than the central. But the problem also is me figuring out Squarespace and spacing. Because if you put this on a different size window or on a different, a different device, you will see something almost totally different. So, yeah, I know that, but it’s it’s not my priority right now.

But, yeah, I mean, it’s on the notes of things to do eventually. I’m sure.

Yeah. I mean, I think the text is fine in the middle. It just with the image. It might need a maybe maybe just leave the image off.

Yeah. Just a lot.

So it’s your, like, ideal client over five million?

Yeah. That was, that’s kind of what I found is that if they don’t make at least five million in annual revenue, it’s it’s not an ideal client who would invest in me.

Cool.

Jessica, this is I know, like, it’s really difficult because we’ve we’ve just kind of been guessing that, like, for a client over five million, like, do they still want more sales? Is that still, like, the thing that they want?

Like, it it seems like a really silly question, but I don’t know. I’m just wondering now with the like, you want more like, you need more sales. Like, is that is that still what they’re trying to to do?

Like As opposed to what?

Exactly. I don’t know. Like, to build more profit, more profitability. I don’t know.

Well, we said sales. I think you and I talked about changing it, but, I mean, ultimately, the biggest challenge with this group that I’ve interacted with and then done, of course, more research on is, that email channel specifically is not generating the revenue they feel it should Mhmm. And especially from the flows. Like, I’ve heard I’ve had a a client and then a couple leads and then just researched their where usually, they can’t this big shocker, their campaigns, they’re not too unhappy with their campaigns because guess what they lead with, a discount, or it’s a holiday or whatever.

But it’s their flows, their automation.

Leave it that then, like, rather than needing more sales? Because I guess if they need more sales, they can just, like, increase the ad spend if they’re at, like, five million or whatever. Maybe just maybe lead with, like, literally what you just said about the email flows. I don’t know.

And I know this is really annoying because I’ve we’ve been over the phase together, and I’m adding something new. But I just missed that bit about over the five million mark, and now I’m yeah. I don’t know. I’m just curious.

You might be able to talk about scaling because meeting sales means like, in my mind, that means, well, I’m desperate for sales where once you get to a certain point, it’s not that you desperately need them. It’s that you’re looking to put things on autopilot. You’re looking to make things more efficient. You’re looking to optimize things. So it’s wanting more scale wanting more sales, but wanting them, in a way that’s scalable.

No. I think that’s that that’s a great how does that hit with you, Ry? Because I definitely saw, the word scale, scaling, and the other versions of it in, VOC research.

Mhmm.

So why does that hit you with opening that as opposed to just generally the word sales?

Scaling is stronger than more sales, I think, for this audience, especially if you’re really targeting people who are already over five million, and they’re probably looking to scale sustainably.

Right? And the margins are a really big part of that, I’m guessing.

Like, would that be accurate?

Oh, yeah. Definitely. Yep.

I think so so that’s one way to lead in. Another way to lead in would be, like, obviously, like, this pain point. So it’s like, how strong is the pain point in their VOC of, like, the discounting? Is it something that they really, really hate and it’s a necessary evil, or is it something that you think they hate? Like, how much are they talking about, like, dreading discounting?

Oh, that’s a really good point.

Like, I know you hate discounts for them. Right? But how much are they like like let’s say, like, it’s Monday morning after their, like, Mother’s Day promotion. Right? Yeah. And they’re putting the numbers on the screen, like and it was, like, great sales volume, like, poor margins. Are they complaining about the margins there, or are they just happy with the volume?

Like So the meetings I’ve been in on, it’s celebrate celebrate the win of whatever was the latest promotion.

Mhmm.

And then it it almost in between the promotions is talking about retention.

So, like, we talk about cause. We talk about that a little bit maybe in the in betweens.

But when we’re talking about post sale Mhmm.

It’s pretty rare that I’m in on a Trevani a long time. It was pretty rare that you’d come off of a a promotion and go, oh, crap.

But how are we gonna keep these people? And, they were they didn’t seem to be obsessing about the discount. They were celebrating either the win or the not, I guess, the not.

Mhmm. Yeah.

I didn’t So yeah.

And it’s an important note. Right? Like Yeah. With that that retention, like and without, like, actually getting nondiscounted sales after that customer’s been acquired, like, they’re not gonna grow. Right?

Right.

One thing comes to mind is, like, a really kind of more of an unconventional format as a headline. Like, you could take it or leave it that might capture that. Right? It’s like what was it?

You know, great news. Like, great news. Our, yeah, great news. Our mother can’t mother to stay campaign crushed, you know, bringing in over x.

Bad news. Our margins were thinner than a next gen iPad. New app. Right?

Now we got now what what now what do we gotta do? Essentially, like, be the third one, which is, like, how do we increase our LTV? How do we retain them? How do we get repeat sales at higher margins? Right? Like, if that’s the scenario you fix of, like, they’re flush full of, like, new customers that have been discounted.

The margins are thin. They’re aware of it, and now they have this opportunity of needing to maximize, right, repeat purchases, nondiscounted purchases, and the email flows that support it. Like, I think that could be a really cool way to drop into the conversation.

So how would you because that’s always been a disconnect for me is making sure it’s really clear that when I talk about that, that I then is it clear? Or how do I make it clear that and the solution is your email and SMS marketing, not basically any like, I’m not gonna do ads. We’re not gonna talk. I’m not I’m not gonna do I’m not diving back into the ads. So is that how do I make sure that connection is clear?

I mean, it’s clear here.

Okay. Alright.

Mhmm. Okay. Good email strategy and conversion copy.

Email strategy and conversion copy. I mean, I maybe have SMS here, right, if that’s a big part of what you do and a big part of what they know they need.

Yeah. Okay.

SMS may mean more to them than conversion copy. I’m not sure.

Like Mhmm.

Good point.

That creates repeat customers so you can boost your revenue. Do you have, like, special IP names for your, like, email frameworks or your SMS flows?

Or No.

I did for my seasonal sales, but, no, I haven’t created something. But I that’s a great you’re right. I need that.

What would you do with it since you were thinking of it?

Oh, I mean, I would just, like, note that here. Right? Like, if you had a different term for email strategy or a different term for, like like, ex SMS type flow. Right? Like, your branded SMS flow. Right?

Okay.

Like, it would be too much of a mouthful to say, like, post discount purchase SMS flows. Right? Like, I don’t know. But I think, like, what I’m hearing you do, right, is, like, you maximize everything out of these discounted customers. Right? And you do that. So it is kind of like a post seasonal sale strategy.

Is that correct?

Yeah. It’s the, yes. Exact yeah. Either seasonal sale or some form of a promotion, but yeah.

So that moment of heightened for them really is, like, analyzing their seasonal sales data, being hyped about, you know, you know, the top line kind of meh about the margins and our team, let’s maximize it. Like, I would really enter the conversation there and then talk about how you fit into that post seasonal sales flow.

Okay. Yeah. Because it really anchors it to a very specific use case. Right? Like, you’ve had this win, now you have this opportunity. Right? Or you’ve had this win, this is what you sacrificed to get the win, but this is how you make it up and then some.

Okay.

Wait. Can I have a I have a question? How how focused are they on the margins?

Because I know, like like, if you’re I I don’t know anything about ecommerce, but I know in SaaS, like, there was a big, big shift when the market crashed when, like, twenty twenty one, the only thing anyone talked about was growth, and no one could possibly care about how much marketers were spending.

And now the only thing everyone cares about is profitability.

But if you had said like, if I were to say you should hire me because I’ll help you make your campaigns more efficient, like, no one would care.

But, like, if that’s the case, then it would be more help like, my strategy would be to go in and, like, introduce a little bit of doubt. Like, try to start by almost waking them up to the problem.

Like, what, like, you’re you’re celebrating these wins. That’s what you said. But there’s, like, a creeping doubt in the back of your mind that this growth is is not as profitable as it could be or this growth is happening only because, you’re putting a lot of money into it.

Is that clear? No? Yes?

I think I’m pausing before I respond because I’m thinking about what you just said. Yes. Profitability and, profit margins are important to ecommerce for sure. It’s also why I can’t work with certain brands because the the profit margins are just too too small.

So, yeah, I mean, that’s definitely a conversation.

At the top of their mind, or are they just, like, celebrating these wins and not thinking about the margins?

No. If there if there’s someone at the level that I’m speaking to, yeah, they’re paying attention to it.

Okay. Makes sense.

Do you have, like, data even if it’s, like, an estimate of, like, the average profit margin of your ideal client and, like, where they’d like to be? Or is it or does it vary too much from company to company?

I don’t think I have a no. I don’t have a well, obviously, I’m pausing. So, no, I don’t have that a solid statistic. But you’re that’s a good point.

Mhmm.

Yeah. I don’t think you need to define it. Right? I think, like, as as long as you call it out, right, like, you have a win of your volume, you have an l, right, and the margins you had to accept by discounting, and now you have an opportunity to make up for it and experience, like, true growth. Right? Mhmm. Yep.

So, like, I think that’s I think that’s the sales argument. Because when you really think about, like, what your ideal client is experiencing, like, what is true about them? They are experiencing a win in volume sales, right, from discounting, and they’re experiencing the need for, yeah. Exactly what you do. Right? More sales, nondiscounted.

K.

Cool.

Your email list isn’t responding to your discount heavy designed heavy emails.

So depending on what you do with the headline, right, like, it may change Oh, yeah.

The section. Yeah.

It’s yeah. It’s gonna change.

Mhmm. Cool.

But the tough part for me on that one is, that is directly from an ideal client. But yeah.

I mean, that’s why they invested so big. It was our email channel. We figured out the ads game. We’ve figured out the other stuff.

Our email channel is not generating the revenue it should, and we’re tired of leaning on our discounts and our image pretty images. And we wanna go and they were the ones who said, like, copy first. And, you know, so it was and it’s a nine figure plus business, pet meds. I mean, it was just that was from an ideal client is, like, guessing.

Yeah.

Yeah. So it depends on the conversation you wanna have. Right? Like, it depends on, like, how you wanna orient the sales conversation based on why you feel they would hire you.

Like, this definitely makes sense in a broader context.

And if we’re and if we’re gonna operate from, like, the conversation of, like, you’ve had a win, You accept it, and now now let’s make good on it. Then I would continue the conversation on you could agitate it. Right? That could be an option. Or you can move straight into, like, your process of of, like, you know, making good on what do we do after you’ve had a boatload of sales from your discounted push. Right? Yeah.

And then kind of bridge into Oh god.

Don’t worry. I hate that section. Hate that section.

Alright.

Well, we like, Farna’s whatever lesson, and I hate the intro of that.

Now now I can’t not read it. You understand?

It’s the first lines. But, hey. You’re here. I’m am here. Like, who the hell talk like that? I don’t talk like that. Like, stupid.

Am I right? Am I right? Yeah.

This is oh, painful. I can’t even stand you’re looking at it and recording this.

It’s on the record.

Jess wrote, am I right? Record.

Like, you should unlock a badge for the usage of am I right? Like, unlock a new level. Hey. Hey, Sam. Sam’s eyes. What is those eyes?

Like He has piercing eyes.

They’re Actually, when he’s not smiling.

How did you get a testimony from Sam? I didn’t know you had that.

The intensive.

Gotcha. Nice.

Thank you, Andrew, for the comment. I appreciate that.

Cool. Does that give you some enough insight for today, like, to work with and to consider?

Yeah. That’s fine. That’s great.

Thank you.

Awesome.

Thank you all. I appreciate it.

Cool. Cool.

Alright. We are at the hour. So if anyone has to jump off, that is totally cool. Does anyone have any questions or things they urgently needed reviewed?

If so, I’m happy to stick around. So, hi, Andrew.

Could I ask one Oh, oh, oh, you’re I thought you were waving goodbye.

Oh, sorry.

Yeah.

Can I ask one question? You need to keep it running on if not.

But, yeah. So, this is kind of touching back on what we were talking about before, and there was, I think Abby wrote in chat, you know, she wrote, this is why I hate writing for SaaS. How do how do you add dollar and d m l to optimizing workflows?

And so that’s, like, my whole, that’s, like, everything I work with is b to b SaaS and tends to be, like, really technical products, like, data heavy stuff where all the people buying it have, like, data in their title and stuff like that. Mhmm. And something that I struggle with is that as I’m researching the the client, like, all of their materials are written in this, like, very academic language. Everything is optimized, accelerate analytic productivity, this and that. And as I research, I find myself almost getting, like, sucked into that a little bit. And at some point, I go, oh, I get why they came up with this because this is, like, the most accurate summary of what it is. Right?

And they couldn’t they couldn’t find out what it wasn’t a human and specific way to say that that’s, like, completely accurate or something like that.

So I I guess I’m just wondering if you have any tips for how to, not drink the client my client’s Kool Aid. And and then the other thing is that the BOC is like that too because then they go, okay. We really wanna try to, like Mhmm. Like, even the voice of the customer is not always very human.

How to not drink the client’s Kool Aid. I mean, I’ve I’ve drank the client’s Kool Aid and then hated whatever and after the fact. It’s really convincing. Right? Because they’re so authoritative in their Kool Aid, and they’re serving a bit Kool Aid.

So I think, like, the most practical thing I could offer, right, is to not necessarily try to, like, rewrite every aspect of the offer and what it does in more human language, but, like, choose a very specific scenario in which the use case is, like, needed, like, when they know they have the problem. Right? So it’s like like, I mean, taking the example. I know, obviously, like, coaching is very different from SaaS.

Right? But, like, is there a moment when they their workflows were broken? Is there a moment when a project fell through the cracks? Like, if you’re selling project management software, right, it’s like, you know, what are they hearing?

Like, is this done yet? Like, question mark. Like, where is this? Question mark. Like, what is a product manager saying as a follow-up, and then what’s the oh, shit moment?

Right? So it’s like you’re not gonna be able to necessarily capture the entire marketing message, but can you capture a moment in which the software you’re selling would be a solve for it. Right? And just, like, see if that hits and if that resonates, especially on the email or the ad level.

Yeah. That that works. Yeah. That works. And I’ve seen it done well. So I yeah.

Yeah. The email and the ad level are, like, the easiest places to try to, like, weave this in and test it out. Obviously, obviously, landing pages and sales pages that are more static are more difficult.

So, yeah, I I like testing things out in email and ad scenarios where, like, yeah, you have a little bit more leeway.

Cool. Good job. Alright. Thank you.

Sorry to hear that.

Wait. Can I ask one more question, please?

Yeah. Of course.

I meant to ask this earlier, and I totally forgot. What I really like that you do, you do such a good job of coming up with, like, metaphors, And I forgot the one in the example.

Automatic or self operating defibrillator, I think, was Oh, yeah. Was when you Self self applied defibrillator.

Yeah.

And there was another one that you used. I don’t even remember the email. It was ages ago that I read it, and you used the phrase diabetic fruit fly to describe, like, a computer charger, like an old computer. And, like, that I don’t even remember what the rest of the email was about, but that phrase stuck with me. And I haven’t been able to come up with metaphors that are, like, kitschy like that, but, like, actually descriptive and not over the top.

I was wondering if you have, like, how you come up with those, if you have a process or Gosh.

Like, I I have a process for, like, not writing white noisy ones. Right? Like, I do have an aversion to, like, if I write a metaphor the first time and I’m like, I’ve seen that a million times before, like, I will, like, not include that intentionally.

How to come up with the good ones, like so there there’s an orientation towards, like I wanna put something on the page that no one’s read before, like, a combination or a string of words that no one’s read before, and there’s a really real strategic reason. Right? That is reader engagement. That’s some kind of, like, being tuned in to the message. And Right. So, like, how do I actually come up with them?

Just kinda like my brain works in a really strange way. It’s like, I don’t know why I’m thinking of diabetic fruit flies. I really don’t. Like, I’m concerned that my brain goes there.

I used to read so many screenplays, and, like, screenwriters get really crafty in describing scenes.

Like like and you could probably still find a lot of screen screenplays out there. Like and I wouldn’t read classic ones. I’d read the ones from, like, up and coming writers. Right?

Like, I think the blacklist is, like, a really good source for that. I don’t know if it still exists, but, like, yeah, that’s typically where I picked up, like, language patterning is because, like, they’re trying to impress agents. They’re trying to be interesting. They’re trying to be engaging.

Right? And they just come up with, like, really cool and interesting ways of saying things, and it just kind of repatterns, you know, how I think about things at least.

But, yeah, I’d say, like, there’s an intentional orientation around not being white noisy, not being boring, challenging certain ways of saying things. And sometimes that happens on the first pass. Sometimes that comes when I’m rereading it a second or third time and be like, this would be a cool way of saying that. So yeah.

I wish there was a formula. Maybe there is a formula, and I just haven’t discovered it yet.

Maybe I’ll try reading more screenplays.

Yeah.

Cool.

Struggle bus. Gosh. I’ve never talked about the struggle bus.

Ton every sales page for entrepreneurs. Yeah. It’s true.

Cool. Awesome. Any other, questions, comments, or we’re feeling good and complete for today?

Awesome. Well, thanks for your time, everybody. Catch you all soon. Take care.

Thanks, Roy. See you.

Bye,

Worksheet

Deep Craft 3

Worksheet

Deep Craft 3

Transcript

This is part three. Wrapping it up. And as I was, like, writing part three, I was trying to think of, like, the best trilogies in movie history.

Like I don’t know. What’s the best trilogy? Was, like, Batman a trilogy?

Yeah. That’s three. Yeah.

Pretty solid trilogy. Home Alone? Is that a trilogy?

Lord of the Rings.

Lord of the Rings, actually.

Lord of the Rings.

Yeah. That that is probably the best trilogy of all time. Yes. Agreed.

That’s where my mind went.

Yep.

Sweet. So, this is the third and final installment of DeepCraft and our authority, and this one’s all about how to use the scene, heard, felt framework to reveal pain, highlight natural urgency, and compel action. So as a recap, part one, which we did in February, there should be a replay somewhere, was all about deep voice of customer data, how to use three piercing questions to go beneath the surface and extract rich insight that your customers aren’t saying but want to say but don’t have the words to say, and you get to say them in your copy. Part two was shadow copy, how to balance virtuous and forbidden desire to elicit your prospects full range of the app. Yeah. I need this.

And then I think in April, we took a break and did something else, and now we’re wrapping up the trilogy. So recap. The inner authority is one who knows the prospect better than they know themselves, exposes, and illuminates that which the prospect is unable or unwilling to articulate or divulge, build stress and resonance through the whole damn, are you in my head phenomenon.

Four, make sure their one reader is fully fully seen, heard, felt on the page, or at least more seen and felt than any other competitor is willing or able to see them. So best way to make your prospect feel, seen, heard, and felt is to literally see, hear, and feel them.

So the mostly driven direct response copy will engage as many senses as they can to generate a reaction that moves a prospect towards action.

And we do this by painting scenes, like, literally seeing them, hearing, and feeling them in a very specific moment or type of moment that we’re gonna talk about in a second.

So before I get into all that, this is one of my all time favorite copy hacks. I guess I’ll call it a copy hack.

Especially if I’m getting tasked to write email email copy or ad copy on, like, a really short turnaround where, like, the client just, like, doesn’t care about due process or research. Right? Like, we need five emails and five ads by next week.

But, like, yeah, they they don’t care that it takes x amount of time to do research to the proper, like, mining and all this stuff. Like, they just need it done. So this is what I turned to because the research to generate this type of copy is minimal. It could be done in under an hour, and the results have gotten out of this kind of copy, especially on ads and sales emails that point to, pricing pages or application forms has been awesome. So, yeah, little hack if you have to write ads or emails on a really tight, timeline with kind of a minimum bible research phase.

So sensory dominance hierarchy. So I did a lot of, like, research on this and tried to find, like like, I’ve heard all, like, all these years. Right? Like, engage as many senses as you can and, like but which ones are the most important?

Like, not all senses, like yeah. Not all senses can be created equal. Like, people must be more dominant in a certain sense. And what I found, and I can’t find any sources.

Everyone just says this to be true. And, like, they’re quoting some, like, outdated journals that I’ve never heard of, but, essentially, comes down to seen, like, visual data seems to be the most universally strong and dominant sense followed by sound, so heard, and felt. So these are the three that I’m gonna focus on. Touch, taste, and smell, like, I’m very smell oriented, but for whatever reason, that ranks very low on the hierarchy.

So in my copy, I rarely talk about, like, the scent of a wafting candle in the next room, because yeah. I don’t know. Maybe I should talk more about scent and see who responds to scent. But seen, heard, and felt are the most dominant ones that I found in my research and that I tend to rely on most when it comes to writing copy.

So when when we talk about scene, I mean, literally, like, be seen. Like, where are they at? Place them as a character in a certain environment.

And, like, what they see, give a three hundred sixty degree view. Like, what are they seeing within that scene? What is the visual data that they are processing? So that could be facial cues from people in the room. That could be, like, what they’re seeing on a screen in front of them. It could be markups on a Google Doc if you’re a copywriter.

What is the visual data that they are processing and interpreting?

And with that, we get to see them and their experience. So this is where someone feels seen, when we actually see them where they’re at and see kind of through their eyes what they’re processing, what they’re interpreting, what they’re experiencing.

Next one is heard. So very similar. Like, what are the sounds in their environment? What are they processing auditorily?

So there’s that. And then there’s my favorite, which is their inner sound. Right? Their secret desires, their story making, their inner critic, like, just abusing them with nonsense all the time.

Like, what are they telling themselves? What are they hearing internally?

Then dialogue from key stakeholders. Right? What is their boss saying to them? What does their colleague saying to them?

What does their spouse saying to them? What does their child saying to them? What does their client saying to them? What is the dialogue that is being processed from the outside in?

This really makes good subject lines. I’m gonna show you that in a second in our example.

And when we do this, they get to feel heard in their experience. Right? So we get to mirror back what they’re hearing. We get to mirror back what their internal dialogue is as they interpret that environment, and then we mirror that back, and they get to feel heard almost in the same way as if they had shared that with a therapist.

And then felt is how they are reacting to the visual and the auditory data. Right? So they’re seeing stuff, they’re hearing stuff, and then they’re having an emotional or bodily or somatic reaction to it. So this could be feeling anxious, fearful, angry, sad, betrayed.

It could be somatic, feeling contracted, butterflies, burning with rage, and, essentially, what they are feeling in response to the visual and the auditory data. Is that clear? Like, I’m gonna stop for a second because I just, like, give a lot of information.

Cool.

Cool. Alright. So let’s move on.

Sweet. So your prospect is obviously seeing, hearing, and feeling in response to what they’re seeing and hearing a ton, right, a ton in their daily experience. So how do we choose the ones that are gonna be most effective in mirroring back in our copy? So what I what I essentially, like, bring this down to is moments of heightened receptivity or moment moments of highest tension, which I kinda be as interchangeably right now.

So a moment of heightened receptivity is a moment where your client or prospective client would be most receptive and most responsive to to an offer. So it’s where the stakes and the consequences associated with the problem or the gap are no longer bearable, no longer tolerable, and no longer avoidable. And it’s a very real moment. Right?

It’s a very real moment. Every prospect who has ever invested a good sum of money, right, has had a moment that triggered that purchase or triggered the need to seek a solution and overcome that problem. Almost universally, I haven’t found any case where this hasn’t been true, where there hasn’t been a moment that it could be anchored to where they decided this problem just can’t persist any longer or it’s reached this boiling point and something has to change. So this is a very real moment that your voice of customer and your voice of prospect data should be revealing.

So what I love about voice of prospect data and how I differentiate the two is voice of prospect data is the data you get before they’ve made the purchase. So they’re in that buying decision. They haven’t yet purchased and landed on, the post purchase. Thank you survey.

This isn’t an interview you do after the fact. This is them while they are considering that decision. So the classic, most obvious way to extract this is on a sales or demo call with a very simple opener. Right?

What was happening in your world? What was happening in your life that made you want to book this call? Right? And typically typically, a prospect at this point will give kind of, like, the placeholder that is the entry point to that moment of heightened receptivity, and a really good salesperson is gonna dig deep enough to really paint that picture.

Like, in part of where they were, what they were experiencing, and how that landed for them, and why that feels urgent and important. And I’m gonna walk you through an example, in just a second. So let’s get practical.

Step one is going to be to choose a moment a moment of heightened receptivity from your voice of prospect or your or your voice of customer data.

Step number two would be to take fifteen minutes to fill in that SHF data. So if you do audit sales calls, right, if you do audit demo calls, like, find that moment of heightened receptivity. Like, this is something you could be that could be done in client interviews that you’re relying on that. This is could be something that could be done in auditing sales calls. This is something I’ve even done in taking sales calls for a client. Like, when they had an overflow, I jumped on the phone to literally extract this data myself. So this is something you could get from a very from a variety of sources.

Once you have a moment of heightened receptivity, simply, like, unpack it on these three levels. Right? Like, during a moment of heightened receptivity, what are they seeing? What is in their visual field? What is the data they are interpreting visually?

During a moment of heightened receptivity, what are they hearing? What are the sounds? What is the inner dialogue? What is being said to them? And then finally, how are they reacting to that? So this is, like, a fifteen minute exercise to just really process the information coming out about my moment of heightened recitivy.

And then for that, we could craft an email or an ad.

So let’s look at an example.

Gonna get off this share.

So many windows, so many tabs.

Sweet.

Cool.

So this is one that I wrote for a client in the relationship space. So pulled I pulled the moment of heightened receptivity from the voice of prospect data extracted from a sales call. So this is a loose transcript from the sales call that I pulled it from.

So the salesperson essentially started, you know, what was happening in your life that made you wanna reach out, that made you wanna get on a call.

And this is pretty close to the verbatim that I heard from the conversation. So last night, I found found myself in bed watching Netflix on the iPad, and I effin’ hated it. I hated that I’m so resigned to intimacy even happening with my wife that this is just my routine, and I’ve accepted it and feel like there’s nothing else I can do to change at this point. Right?

So that puts us in a scene. Right? It gives us good data. And then a good salesperson or a good copywriter will ask for elaboration.

Right? So can you tell me more? Then the prospect got a little bit confused. He’s like, what do you mean?

Then the salesperson, like, can you be more specific? So this is a really good follow-up question to ask on sales calls, right, on, customer interviews. Just simple. Can you be more specific?

What were you watching? What was what happened as your wife walked into the room?

And then he elaborated. Like, I found this was funny. Like, I was watching Sons of Anarchy. I’ve never seen Sons of Anarchy, by the way. I don’t even know if it’s a good show.

And my wife came to What are you talking about?

Never seen it.

It’s a good show.

Yeah. I wanna see it now.

A good show. You should watch it. Yeah.

You could be on that. Right? I feel What?

Alright. Maybe.

I’m kidding.

Never seen it. I was watching scent of anarchy, and my wife came into the room, and I barely looked up. Like, very subtle data that communicates so much information about that pain. Right? And I don’t know why. I just felt like I didn’t wanna make eye contact and end up in a thing.

Salesperson, great question here. What kind of thing? Right? Like, what kind of thing? And that the conversation about where our marriage is going.

Is this for frequent conversation? Yeah. And it’s effing exhausting. Right? So this was all extracted in about a minute, a minute and a half of auditing a sales call.

Like, if you were writing an ad or an email for this client, do you think you can write something half decent with just this data?

Right?

Yeah. So other moments of heightened receptivity that I could draw from other emails and ads. Right? So, like, one thing I’ve noticed, there tends to be at least two or three or four, like, really strong moments of heightened receptivity, like, that come up in these types of calls.

Right? This is kind of like the late night argument version of it.

I audited a sales call, right, where he’s like, I downloaded the secret Tinder account, and I’m like, that’s a great subject line. I don’t know if it’s universally relatable, but you get so much good stuff out of just, like, auditing the first few minutes of a sales call. You don’t need to go through the full forty five minutes, hour long, hour and a half where they start getting into the offer specific details. Just hearing what motivated someone to get into a solution seeking state can give you all you need to craft really good emails and really good ads.

Step two, optional as we said. Right? Like, typically, once I have this data, I feel like I could just, like, go to the races and write. I don’t necessarily need to distill it into those three categories. But if you feel like that’s a useful part of your process, definitely take fifteen minutes, watch the scene in your mind’s eye, and just, like, fill in that extra commentary and, like, unpack, like, what are they seeing, what are they hearing, what are they feeling, And engage all three of those, within your email.

Step number three, craft it.

And this is what I love about, like, the what are they hearing, right, within the subject line. Like, where is this going? I think this got, like, one of the highest open rates this client got. Like, where is this going? It’s like those words that just anchor someone right in that scene.

And, yeah, I’ll do a quick read through, and you could just see how pretty much every line is mirroring back either the visual data, the auditory data, or the reaction and the emotional feeling as it relate as it relates to it. So at eight forty nine PM, it may have taken a double round of little blue truck, but you finally got kids to sleep. After a crazy ass day of working and child wrangling, you glance down at your iPhone clock anxiously debating whether you could squeeze whether you should squeeze out some cursory, check the box connection time with your wife or take solo comfort in a mini two episode max sense of anarchy binge vest, falling asleep to a chorus of Ron Perlman and one liners.

You offer Ron’s massive ass mug. He really has a big face. That’s what I noticed in my research. Like, the longest part of writing this email was, like, finding gifts, then realizing how big this man’s face was, and then, like, Googling Ron Perlman Young to see if he always had a big face or if, like, his face enlarged over time.

Manzo’s had a big face. What can you do?

Somehow, he triggered the less than rattling off the day stresses followed by a peck and a turn to the other side of bed that your connection time has become. Right? So all data here, right, of what they’re seeing. Two episode max, substance of anarchy, Ron Perlman, you know, his face, one liners. That’s, like, scene.

You glance down at your iPhone clock. That’s sight. That’s literally what they’re seeing. And then this is the reaction. Right? Anxiously debating whether you should squeeze out some cursory check the box connection time.

So, sight and then the feeling. Right?

We’re mixing in seen, heard, and felt.

Just as your nervous system self soothes to the iconic Netflix ta dum. So we have feeling and we have hearing.

The oak floors creak, that’s hearing. Your wife walks into the room, visual.

You don’t even need to see her face to know it ain’t good feeling. Right? So, like, one sentence, right, or, like, one line has a heard, a scene, NFL.

You barely look up. You know, the moment you do, you’re committing to an agonizing three hour where is this marriage going combo when you played out dozens of times over the last half decade of the guitar script. Then we go into the feeling each time running the same circuit of blame over unmet needs, frustration, over ongoing stagnancy, and errant tossing of emotional grenades over ancient wounds and resentments, or for you both concede to resolution via exhaustion, AKA a temporary peace treat until the next flare up. But this time, it somehow feels different, worse.

Instead of anger, you feel her sadness. Instead of fight, you feel failure, and part of you misses a version of one another that at least fought for your match to survive. It’s as if you’re each waiting for the other to deliver the final death blow, but you can’t say it. You can’t say anything.

You’re uncommitted in both directions, and you’ve been stuck hoping and waiting that your relationship would somehow just revive itself with itself, apply a defibrillator, but it hasn’t. Of course, it hasn’t. And now your wife with sadness in her eyes is asking you, where is this marriage going? Right?

So back to the herd and the same. If you don’t have an answer, that’s a problem. We should talk.

If you have an answer and it’s anything but a clear f, yeah, we’re heading into greater connection, deeper passionate, stronger commitment. That’s a problem. We should talk. If you’re holding so much blame, anger, and hostility that you don’t even want to offer her an answer because you can’t discern what’s even true for you anymore, That’s a problem you should talk. But most of all, if deep down, you know, she deserves the best of you, and there’s just been a wounded part of you unwilling to offer it, but you’re willing to do whatever it takes to step up, show up, and reignite what’s possible for you and your wife, then we got a spot on our account with your name on it. Right. So this is what’s possible, like, in just getting the moment of heightened receptivity.

Like, you don’t need Mattell’s data to write an email that has someone, like, fully seen, heard, and felt in a critical moment of heightened receptivity where they would do anything to solve it. So that’s what I got. Opening to questions, comments, feedback, and up your views if y’all have anything you want feedback on.

Yeah. I oh, go ahead.

I was gonna say, do you have, like, a specific order that you try to get them in?

Because it sounds like you try to rotate them.

Within the email itself?

I like to start I like to start with seen just because, like, it’s a really easy way to anchor them into it.

But other than that, it’s just kind of how I process and play out the scene as I write. But yeah.

Good question. I think starting with site tends to, like, anchor the scene really well.

Yeah. It’s kind of like a stupid comment, but I I’ve had, like, a question in my head for, like, years about because, like, your copy is very specific, and I kind of aim for that standard of, like, specificity.

But then sometimes I feel like my copy is too specific or, like and it’s not working. And I always wondered, like, what’s going on? But I think from doing that, I’ve kind of just sussed it. It’s like, you pick, like, a universal problem, and then you get specificity rather than just doing a specific problem because then it’s like then you can alienate people. If you pick universal problem and then get specific, like, you’re not gonna alienate people. I’m just very pleased I’ve just solved that because I’ve been like, what’s going on here for ages?

Wait. Are you doing that again, Harry? I’m not sure I followed that.

Okay. So, like, choose the universal the universal problem, like, the most common So if you’re, like, surveying mining or something and then you’ve got the problem that comes up the most and then get really specific within that problem rather than just going for, like, a specific problem.

Because then it can feel too specific and then the client could be like, oh, like, people don’t think this. But if you if you choose the general problem and then add specific details and it adds that, like, color and depth.

And it’s isn’t gonna make people think, oh, well because no one’s gonna be like, oh, I don’t watch Sons of Anarchy. That doesn’t, like, apply to me. But they might but if it’s a specific problem that they don’t feel, then you can alienate them. Does that make sense?

I think so.

I mean, why would explain it better?

I I think, like, the simplest way I could put it, right, is, like, any, like, any so the audience for this was, like, men in marriages. Right? And the main problem it fixes is, like, disconnection and numbness. Right?

So it’s like any man who is feeling disconnected and confused and not sure what to do will relate with the man in that scene, right, regardless of the specifics of it, regardless of whether or not he actually, like, sons of anarchy or not. Like, he knows what it’s like to like, there are some details he’ll pick up on. Right? Like, the averting the gaze.

Right? Averting the eye contact is not wanting to engage in that space or not knowing how to. So it’s like yeah. Essentially, he can see himself in that man’s shoes because they share the common ground of the core problem, if that makes sense.

I have another question.

Yep.

So I I think that filling in a lot of these details is possible in a more b to c space. But, again, like, for example, one of I think I brought up this copy a couple of times. This company I’m working with is called Novena. They do AI powered, health care.

Mhmm.

And they’re dealing with, like, health care organization.

Not like a doctor, a nurse, like an office, like the management organizations Mhmm.

Of health care providers.

Like, how do I go about filling in the sensory details in that kind of client when those kind of details are not things that you’ll find on a sales call? And it’s so far removed from my daily life. Like, where do I go without even starting to look for those kind of details?

Right. Like, who is the ultimate, like, decision maker?

Like, of Like, care management groups that, like, deal with health care regulations and, like, payers, insurance, things like that.

Like, they’re managing either hospitals, like, different hospitals and, like, hospital chain or, like, a bunch of, like, a a bunch of physicians that are part of, like, a physician care group.

Yep. Yeah. So, I mean, I’ll acknowledge. Right? Like, there are limitations. You probably can’t tell that same type of story in that context.

Most likely not. Right? Like, I think that you do run into challenges with clients being comfortable with a full on kind of, like, story and immersion into that kind of case.

Where there is where there is, like, clarity on what the, you know, the main purchaser, right, is experiencing as it relates to solving that problem. I think injecting some of those details is is useful. Right? Like, I don’t know what the specific experience is of a moment of heightened receptivity in that buying decision. But if you can even just, like, reflect on, like, what is the tipping point that moves them towards consideration here. Right? Like, is does something actually happen that triggers a we need to fix this or we need to seek a solution here?

Then you can bring that in. Right? Like, in a obviously tone down way, but there’s still probably a moment that triggers a buying decision, likely.

Yes. I think one of the issues, though, is in a lot of really complex b two b solutions, the person who has the pain point is not the person making the decision. So in this case, the doctor is the one feeling the pain because the pain point is they have a lot of patient records to read through before they see a patient. And they don’t have time to go through it all, and they don’t have the, they oftentimes miss important details. But the person buying it is the person managing those positions, and they might have been a position themselves at one point, but now they’re in more of an administrative role.

And so Right.

Yeah. Do they have, like, challenges in managing those positions or serving those positions, like, because of the physician stress? Does it kinda, like, bleed over?

Yeah. So it’s a lot about, like, making sure that they’re getting that they’re they’re having good care and a lot about, like, how they interact with insurance if they’re on more of a value based model, meaning that they’re being paid based on the outcome of the patient as opposed to, just a fixed amount, then they wanna make sure that they are going through all of these records and things like that.

Yeah.

So it’s a lot about being efficient and optimizing workflows and Mhmm. Avoiding time wastage.

Right. And they there’s a cost to them when the physicians are inefficient. Right? Like, some of that moves through. Yeah. So, like, they have yeah.

Patients aren’t being healed. Mhmm. Things like that. I mean, this is just one example, but I Mhmm. Like, it’s also relevant for lots of different examples.

Yeah. So, like, if you could identify, like, you know, the two or three biggest motivators. Right? Like, if it’s, like, inefficiency, for example, inefficiency or, like, reduction of quality of patient care. Right? That’s, like, two of them.

Mhmm.

And if you can almost highlight, like, two or three scenarios for each of those two that they would be hearing, seeing, and feeling, right, like, either as a complaint, right, or a lawsuit or a reduction of billings, like, whatever that translates to. Mhmm. I think that there’d be an opportunity to craft, like, tone down versions of this email around that. Right?

Mhmm. Like, especially if the buyer of this is in contact with the doctor or the physician and maybe the physician is communicating some of that stress to them, and they don’t have a solution to it, right, other than, like, keep going. Right? Like, do your best.

Right? Like, I don’t know how that plays out.

Mhmm. But I can only imagine there are stressful scenarios for both the buyer and the position they serve here. Right? And, like, just highlighting some of those without being too excessive in the scene painting, could go a long way.

Okay. Yeah. I mean, I definitely include those kind of elements. But, like, I wish I could include more sensory details, like, bring in what the office looks like or who they’re meeting with. And I just I am so far removed from that world.

I Mhmm.

Would be embarrassed to even venture a guess. Especially, like, I remember when I was working in house, like, I would collect these anecdotes, like, after over a long period of how like, over six to twelve months, you could collect a lot of anecdotes to sort of create that picture in your head.

Mhmm.

But, like, if you’re just going into a project, it’s hard to sort of absorb that in an organic way.

Yeah. Understandable.

Is there kind of, like, a standard system that they use, like, visually? Like, are things being processed through, like, you know, a common system? Like, where things are signaled as being inefficient or, like, how do they know something’s inefficient other than, like, the feeling of it?

Like, is it in the reduced billings and a report at the end of the month?

Like Yeah.

Yeah.

There would be issues with payments and Mhmm.

Doctors would be burned out. That’s a big one. Doctors would not wanna there there would be a lot of turnover.

So so, like, a missed payment, like, that’s where I would dig. Like, what is, like, what is the experience of a missed payment? Is, like, an is it an email notification from, like, x payment processor system? Like and they get that on their phone or they get that, like, at the office, and then they have to like, that would be a moment, for example.

Mhmm.

Yeah.

So yeah. Sometimes. So yeah. Obviously, like, obviously, like, familiarity and the more conversations you have with it, the easier it gets. And there are certain limitations when, like, you’re newer to that world and not a lot of people are interacting with you about these details, and there’s not a lot of opportunity to get them.

Mhmm.

But, yeah, where where you do have the ability to, like, ask those probing questions. Right? Like, so much can come out of it. Right?

Like, what does that what does inefficiency actually look like? What does that moment it signals to you? Right? Like, and have you feel in that moment.

Yeah. I love the idea of the notification on your phone. I just like, the client is also a marketer, and so Yep. They’re not as familiar with it.

And Mhmm. These people are pretty high up in their career ladder, so they’re not, like, people who would be really readily available to just casually jump on a call. And customer success is not always willing to let you jump on a call with them. Right.

So but, like, I like that idea, but I feel like I might have to find other sources to sort of validate that kind of language.

Right.

Yeah. I would start with, like, what’s most within reach. I think, like, the visual would would be the easiest. Right?

Because you don’t really need to go too deep into their personal experience of how did you react to that. Like, you can kind of fill in the gaps. Right? Like, if they’re getting a notification of a missed payment or whatever, like, it’s a pretty universal experience of how that feels, right, to the end user.

So, yeah, just, like, get that data. Right? Like, are they checking it on their phone, on their lunch break, and that pings them? Like, does that warrant a conversation with, like, the office manager or the head phys like, I don’t know enough about that industry to fill in those gaps, but, yeah, I feel like, some light digging might yield some pretty cool results.

Okay.

Cool. Jessica, I see your hand up.

I was just getting in line for a copy review, if that’s okay.

Yeah. That’s cool.

For sure. Any other questions about the topic before we jump into Jessica’s review?

Sweet. I think that means you’re up.

Okay.

So, Ry, I don’t I don’t know, if you’ve heard, but I was kinda shifting. You know, I was focusing on seasonal sales, holiday sales?

Mhmm.

Yeah. Red thread. Okay. So as that kind of, was explored deeper, I redid my home page, all the things, then it kinda became more of a helping ecommerce brands on the either other side of the discount.

Like, once they’ve acquired a client through a discount, what do we do? Because we can’t may we can’t create loyalty with a discount. Right? Mhmm.

And so and then it kinda became, the phrase for my, hopefully, future podcast newsletters, ditch the discount. And not to say never do discounts, but be more strategic.

Mhmm.

And so but my big thing is I’d like to build, ideally, a more email funnel, SMS funnel, service package through, you know, the intensive Joe’s teaching, the standardized project and the retainer. So my goal is to create, like, the email program audit, and that’s what I’ve actually done for a couple brands now, and then retainer being the optimization, especially of their flows. So just so you kind of have context of what I’m kinda building now. And Abby kind of helped me through my home page website.

And, I just that’s what I wanna share. And, Naomi, by the way, I was just saying, I I believe that you’ve done interviews. I was just saying that that for me, when I was working at my my Utilizer, that was where I got all my stuff. I didn’t mean to say you weren’t doing it. That was that was just my comment. Okay. So, anyway, here’s my home page.

Yes, please feel free to be as brutal as whatever. But the ultimate I don’t know. We did, like, a fast rewrite, and I just I walked away going, well, it’s better than my seasonal sale focused version, but I still don’t think as I go through it. I’m like, do they know what I do? Do they know what the next step like, I’m I really stripped back. I took my services page off and all that, and I just really wanna focus on let’s optimize the home page, and then I’ll go from there. So that’s kind of what I’m looking for is help with making this better so that they know what I do and know the next step, which would be a call with me, essentially.

Cool. Alright.

Let’s go through it.

Sweet. DTC and ecommerce brands. I’ll read in my head so it’s not annoying.

If anyone has a comment as I go through this, feel free to just jump in.

Do you have a picture of yourself where you’re facing to the right? Because I feel like if you had well, I think number one, if this image was slightly larger, it might feel a little bit more balanced because I feel like there’s a lot of empty space here at the top.

Or maybe even if the text was on the left and the picture’s on the right.

Because I feel like having the text in the middle and the picture on the right feels a little bit imbalanced because the empty space on the left.

So that might help make it a little bit more like, fill up the space more.

Did you catch that, Jess?

I did. I’m just it’s cool. Yeah. I I appreciate that. Know that it’s not really, it’s funny that you bring that up because Abby and I Abby, was that not on the left side of the thing the person you’re like, And we were like, yeah.

It’s better than the central. But the problem also is me figuring out Squarespace and spacing. Because if you put this on a different size window or on a different, a different device, you will see something almost totally different. So, yeah, I know that, but it’s it’s not my priority right now.

But, yeah, I mean, it’s on the notes of things to do eventually. I’m sure.

Yeah. I mean, I think the text is fine in the middle. It just with the image. It might need a maybe maybe just leave the image off.

Yeah. Just a lot.

So it’s your, like, ideal client over five million?

Yeah. That was, that’s kind of what I found is that if they don’t make at least five million in annual revenue, it’s it’s not an ideal client who would invest in me.

Cool.

Jessica, this is I know, like, it’s really difficult because we’ve we’ve just kind of been guessing that, like, for a client over five million, like, do they still want more sales? Is that still, like, the thing that they want?

Like, it it seems like a really silly question, but I don’t know. I’m just wondering now with the like, you want more like, you need more sales. Like, is that is that still what they’re trying to to do?

Like As opposed to what?

Exactly. I don’t know. Like, to build more profit, more profitability. I don’t know.

Well, we said sales. I think you and I talked about changing it, but, I mean, ultimately, the biggest challenge with this group that I’ve interacted with and then done, of course, more research on is, that email channel specifically is not generating the revenue they feel it should Mhmm. And especially from the flows. Like, I’ve heard I’ve had a a client and then a couple leads and then just researched their where usually, they can’t this big shocker, their campaigns, they’re not too unhappy with their campaigns because guess what they lead with, a discount, or it’s a holiday or whatever.

But it’s their flows, their automation.

Leave it that then, like, rather than needing more sales? Because I guess if they need more sales, they can just, like, increase the ad spend if they’re at, like, five million or whatever. Maybe just maybe lead with, like, literally what you just said about the email flows. I don’t know.

And I know this is really annoying because I’ve we’ve been over the phase together, and I’m adding something new. But I just missed that bit about over the five million mark, and now I’m yeah. I don’t know. I’m just curious.

You might be able to talk about scaling because meeting sales means like, in my mind, that means, well, I’m desperate for sales where once you get to a certain point, it’s not that you desperately need them. It’s that you’re looking to put things on autopilot. You’re looking to make things more efficient. You’re looking to optimize things. So it’s wanting more scale wanting more sales, but wanting them, in a way that’s scalable.

No. I think that’s that that’s a great how does that hit with you, Ry? Because I definitely saw, the word scale, scaling, and the other versions of it in, VOC research.

Mhmm.

So why does that hit you with opening that as opposed to just generally the word sales?

Scaling is stronger than more sales, I think, for this audience, especially if you’re really targeting people who are already over five million, and they’re probably looking to scale sustainably.

Right? And the margins are a really big part of that, I’m guessing.

Like, would that be accurate?

Oh, yeah. Definitely. Yep.

I think so so that’s one way to lead in. Another way to lead in would be, like, obviously, like, this pain point. So it’s like, how strong is the pain point in their VOC of, like, the discounting? Is it something that they really, really hate and it’s a necessary evil, or is it something that you think they hate? Like, how much are they talking about, like, dreading discounting?

Oh, that’s a really good point.

Like, I know you hate discounts for them. Right? But how much are they like like let’s say, like, it’s Monday morning after their, like, Mother’s Day promotion. Right? Yeah. And they’re putting the numbers on the screen, like and it was, like, great sales volume, like, poor margins. Are they complaining about the margins there, or are they just happy with the volume?

Like So the meetings I’ve been in on, it’s celebrate celebrate the win of whatever was the latest promotion.

Mhmm.

And then it it almost in between the promotions is talking about retention.

So, like, we talk about cause. We talk about that a little bit maybe in the in betweens.

But when we’re talking about post sale Mhmm.

It’s pretty rare that I’m in on a Trevani a long time. It was pretty rare that you’d come off of a a promotion and go, oh, crap.

But how are we gonna keep these people? And, they were they didn’t seem to be obsessing about the discount. They were celebrating either the win or the not, I guess, the not.

Mhmm. Yeah.

I didn’t So yeah.

And it’s an important note. Right? Like Yeah. With that that retention, like and without, like, actually getting nondiscounted sales after that customer’s been acquired, like, they’re not gonna grow. Right?

Right.

One thing comes to mind is, like, a really kind of more of an unconventional format as a headline. Like, you could take it or leave it that might capture that. Right? It’s like what was it?

You know, great news. Like, great news. Our, yeah, great news. Our mother can’t mother to stay campaign crushed, you know, bringing in over x.

Bad news. Our margins were thinner than a next gen iPad. New app. Right?

Now we got now what what now what do we gotta do? Essentially, like, be the third one, which is, like, how do we increase our LTV? How do we retain them? How do we get repeat sales at higher margins? Right? Like, if that’s the scenario you fix of, like, they’re flush full of, like, new customers that have been discounted.

The margins are thin. They’re aware of it, and now they have this opportunity of needing to maximize, right, repeat purchases, nondiscounted purchases, and the email flows that support it. Like, I think that could be a really cool way to drop into the conversation.

So how would you because that’s always been a disconnect for me is making sure it’s really clear that when I talk about that, that I then is it clear? Or how do I make it clear that and the solution is your email and SMS marketing, not basically any like, I’m not gonna do ads. We’re not gonna talk. I’m not I’m not gonna do I’m not diving back into the ads. So is that how do I make sure that connection is clear?

I mean, it’s clear here.

Okay. Alright.

Mhmm. Okay. Good email strategy and conversion copy.

Email strategy and conversion copy. I mean, I maybe have SMS here, right, if that’s a big part of what you do and a big part of what they know they need.

Yeah. Okay.

SMS may mean more to them than conversion copy. I’m not sure.

Like Mhmm.

Good point.

That creates repeat customers so you can boost your revenue. Do you have, like, special IP names for your, like, email frameworks or your SMS flows?

Or No.

I did for my seasonal sales, but, no, I haven’t created something. But I that’s a great you’re right. I need that.

What would you do with it since you were thinking of it?

Oh, I mean, I would just, like, note that here. Right? Like, if you had a different term for email strategy or a different term for, like like, ex SMS type flow. Right? Like, your branded SMS flow. Right?

Okay.

Like, it would be too much of a mouthful to say, like, post discount purchase SMS flows. Right? Like, I don’t know. But I think, like, what I’m hearing you do, right, is, like, you maximize everything out of these discounted customers. Right? And you do that. So it is kind of like a post seasonal sale strategy.

Is that correct?

Yeah. It’s the, yes. Exact yeah. Either seasonal sale or some form of a promotion, but yeah.

So that moment of heightened for them really is, like, analyzing their seasonal sales data, being hyped about, you know, you know, the top line kind of meh about the margins and our team, let’s maximize it. Like, I would really enter the conversation there and then talk about how you fit into that post seasonal sales flow.

Okay. Yeah. Because it really anchors it to a very specific use case. Right? Like, you’ve had this win, now you have this opportunity. Right? Or you’ve had this win, this is what you sacrificed to get the win, but this is how you make it up and then some.

Okay.

Wait. Can I have a I have a question? How how focused are they on the margins?

Because I know, like like, if you’re I I don’t know anything about ecommerce, but I know in SaaS, like, there was a big, big shift when the market crashed when, like, twenty twenty one, the only thing anyone talked about was growth, and no one could possibly care about how much marketers were spending.

And now the only thing everyone cares about is profitability.

But if you had said like, if I were to say you should hire me because I’ll help you make your campaigns more efficient, like, no one would care.

But, like, if that’s the case, then it would be more help like, my strategy would be to go in and, like, introduce a little bit of doubt. Like, try to start by almost waking them up to the problem.

Like, what, like, you’re you’re celebrating these wins. That’s what you said. But there’s, like, a creeping doubt in the back of your mind that this growth is is not as profitable as it could be or this growth is happening only because, you’re putting a lot of money into it.

Is that clear? No? Yes?

I think I’m pausing before I respond because I’m thinking about what you just said. Yes. Profitability and, profit margins are important to ecommerce for sure. It’s also why I can’t work with certain brands because the the profit margins are just too too small.

So, yeah, I mean, that’s definitely a conversation.

At the top of their mind, or are they just, like, celebrating these wins and not thinking about the margins?

No. If there if there’s someone at the level that I’m speaking to, yeah, they’re paying attention to it.

Okay. Makes sense.

Do you have, like, data even if it’s, like, an estimate of, like, the average profit margin of your ideal client and, like, where they’d like to be? Or is it or does it vary too much from company to company?

I don’t think I have a no. I don’t have a well, obviously, I’m pausing. So, no, I don’t have that a solid statistic. But you’re that’s a good point.

Mhmm.

Yeah. I don’t think you need to define it. Right? I think, like, as as long as you call it out, right, like, you have a win of your volume, you have an l, right, and the margins you had to accept by discounting, and now you have an opportunity to make up for it and experience, like, true growth. Right? Mhmm. Yep.

So, like, I think that’s I think that’s the sales argument. Because when you really think about, like, what your ideal client is experiencing, like, what is true about them? They are experiencing a win in volume sales, right, from discounting, and they’re experiencing the need for, yeah. Exactly what you do. Right? More sales, nondiscounted.

K.

Cool.

Your email list isn’t responding to your discount heavy designed heavy emails.

So depending on what you do with the headline, right, like, it may change Oh, yeah.

The section. Yeah.

It’s yeah. It’s gonna change.

Mhmm. Cool.

But the tough part for me on that one is, that is directly from an ideal client. But yeah.

I mean, that’s why they invested so big. It was our email channel. We figured out the ads game. We’ve figured out the other stuff.

Our email channel is not generating the revenue it should, and we’re tired of leaning on our discounts and our image pretty images. And we wanna go and they were the ones who said, like, copy first. And, you know, so it was and it’s a nine figure plus business, pet meds. I mean, it was just that was from an ideal client is, like, guessing.

Yeah.

Yeah. So it depends on the conversation you wanna have. Right? Like, it depends on, like, how you wanna orient the sales conversation based on why you feel they would hire you.

Like, this definitely makes sense in a broader context.

And if we’re and if we’re gonna operate from, like, the conversation of, like, you’ve had a win, You accept it, and now now let’s make good on it. Then I would continue the conversation on you could agitate it. Right? That could be an option. Or you can move straight into, like, your process of of, like, you know, making good on what do we do after you’ve had a boatload of sales from your discounted push. Right? Yeah.

And then kind of bridge into Oh god.

Don’t worry. I hate that section. Hate that section.

Alright.

Well, we like, Farna’s whatever lesson, and I hate the intro of that.

Now now I can’t not read it. You understand?

It’s the first lines. But, hey. You’re here. I’m am here. Like, who the hell talk like that? I don’t talk like that. Like, stupid.

Am I right? Am I right? Yeah.

This is oh, painful. I can’t even stand you’re looking at it and recording this.

It’s on the record.

Jess wrote, am I right? Record.

Like, you should unlock a badge for the usage of am I right? Like, unlock a new level. Hey. Hey, Sam. Sam’s eyes. What is those eyes?

Like He has piercing eyes.

They’re Actually, when he’s not smiling.

How did you get a testimony from Sam? I didn’t know you had that.

The intensive.

Gotcha. Nice.

Thank you, Andrew, for the comment. I appreciate that.

Cool. Does that give you some enough insight for today, like, to work with and to consider?

Yeah. That’s fine. That’s great.

Thank you.

Awesome.

Thank you all. I appreciate it.

Cool. Cool.

Alright. We are at the hour. So if anyone has to jump off, that is totally cool. Does anyone have any questions or things they urgently needed reviewed?

If so, I’m happy to stick around. So, hi, Andrew.

Could I ask one Oh, oh, oh, you’re I thought you were waving goodbye.

Oh, sorry.

Yeah.

Can I ask one question? You need to keep it running on if not.

But, yeah. So, this is kind of touching back on what we were talking about before, and there was, I think Abby wrote in chat, you know, she wrote, this is why I hate writing for SaaS. How do how do you add dollar and d m l to optimizing workflows?

And so that’s, like, my whole, that’s, like, everything I work with is b to b SaaS and tends to be, like, really technical products, like, data heavy stuff where all the people buying it have, like, data in their title and stuff like that. Mhmm. And something that I struggle with is that as I’m researching the the client, like, all of their materials are written in this, like, very academic language. Everything is optimized, accelerate analytic productivity, this and that. And as I research, I find myself almost getting, like, sucked into that a little bit. And at some point, I go, oh, I get why they came up with this because this is, like, the most accurate summary of what it is. Right?

And they couldn’t they couldn’t find out what it wasn’t a human and specific way to say that that’s, like, completely accurate or something like that.

So I I guess I’m just wondering if you have any tips for how to, not drink the client my client’s Kool Aid. And and then the other thing is that the BOC is like that too because then they go, okay. We really wanna try to, like Mhmm. Like, even the voice of the customer is not always very human.

How to not drink the client’s Kool Aid. I mean, I’ve I’ve drank the client’s Kool Aid and then hated whatever and after the fact. It’s really convincing. Right? Because they’re so authoritative in their Kool Aid, and they’re serving a bit Kool Aid.

So I think, like, the most practical thing I could offer, right, is to not necessarily try to, like, rewrite every aspect of the offer and what it does in more human language, but, like, choose a very specific scenario in which the use case is, like, needed, like, when they know they have the problem. Right? So it’s like like, I mean, taking the example. I know, obviously, like, coaching is very different from SaaS.

Right? But, like, is there a moment when they their workflows were broken? Is there a moment when a project fell through the cracks? Like, if you’re selling project management software, right, it’s like, you know, what are they hearing?

Like, is this done yet? Like, question mark. Like, where is this? Question mark. Like, what is a product manager saying as a follow-up, and then what’s the oh, shit moment?

Right? So it’s like you’re not gonna be able to necessarily capture the entire marketing message, but can you capture a moment in which the software you’re selling would be a solve for it. Right? And just, like, see if that hits and if that resonates, especially on the email or the ad level.

Yeah. That that works. Yeah. That works. And I’ve seen it done well. So I yeah.

Yeah. The email and the ad level are, like, the easiest places to try to, like, weave this in and test it out. Obviously, obviously, landing pages and sales pages that are more static are more difficult.

So, yeah, I I like testing things out in email and ad scenarios where, like, yeah, you have a little bit more leeway.

Cool. Good job. Alright. Thank you.

Sorry to hear that.

Wait. Can I ask one more question, please?

Yeah. Of course.

I meant to ask this earlier, and I totally forgot. What I really like that you do, you do such a good job of coming up with, like, metaphors, And I forgot the one in the example.

Automatic or self operating defibrillator, I think, was Oh, yeah. Was when you Self self applied defibrillator.

Yeah.

And there was another one that you used. I don’t even remember the email. It was ages ago that I read it, and you used the phrase diabetic fruit fly to describe, like, a computer charger, like an old computer. And, like, that I don’t even remember what the rest of the email was about, but that phrase stuck with me. And I haven’t been able to come up with metaphors that are, like, kitschy like that, but, like, actually descriptive and not over the top.

I was wondering if you have, like, how you come up with those, if you have a process or Gosh.

Like, I I have a process for, like, not writing white noisy ones. Right? Like, I do have an aversion to, like, if I write a metaphor the first time and I’m like, I’ve seen that a million times before, like, I will, like, not include that intentionally.

How to come up with the good ones, like so there there’s an orientation towards, like I wanna put something on the page that no one’s read before, like, a combination or a string of words that no one’s read before, and there’s a really real strategic reason. Right? That is reader engagement. That’s some kind of, like, being tuned in to the message. And Right. So, like, how do I actually come up with them?

Just kinda like my brain works in a really strange way. It’s like, I don’t know why I’m thinking of diabetic fruit flies. I really don’t. Like, I’m concerned that my brain goes there.

I used to read so many screenplays, and, like, screenwriters get really crafty in describing scenes.

Like like and you could probably still find a lot of screen screenplays out there. Like and I wouldn’t read classic ones. I’d read the ones from, like, up and coming writers. Right?

Like, I think the blacklist is, like, a really good source for that. I don’t know if it still exists, but, like, yeah, that’s typically where I picked up, like, language patterning is because, like, they’re trying to impress agents. They’re trying to be interesting. They’re trying to be engaging.

Right? And they just come up with, like, really cool and interesting ways of saying things, and it just kind of repatterns, you know, how I think about things at least.

But, yeah, I’d say, like, there’s an intentional orientation around not being white noisy, not being boring, challenging certain ways of saying things. And sometimes that happens on the first pass. Sometimes that comes when I’m rereading it a second or third time and be like, this would be a cool way of saying that. So yeah.

I wish there was a formula. Maybe there is a formula, and I just haven’t discovered it yet.

Maybe I’ll try reading more screenplays.

Yeah.

Cool.

Struggle bus. Gosh. I’ve never talked about the struggle bus.

Ton every sales page for entrepreneurs. Yeah. It’s true.

Cool. Awesome. Any other, questions, comments, or we’re feeling good and complete for today?

Awesome. Well, thanks for your time, everybody. Catch you all soon. Take care.

Thanks, Roy. See you.

Bye,

Your Inner Authority (Part 2)

Your Inner Authority (Part 2)

Transcript

Awesome. So this is part two of this Deep Craft inner authority, series.

This one is called shadow copy, how to balance virtuous and forbidden desire to elicit your prospects. Full range of f yet, I need this. So this is one that I’ve been, like, saving to teach somewhere for probably at least a year. And I’m like, who can I teach this to? Like, who’s already got a lot of the basics, the foundations and even the intermediate stuff, lockdown, and it’s ripe to talk about some advanced stuff that we just don’t get to talk about very often. So, yeah, I’m excited to share this one. This is part two, part one.

For those who haven’t seen it yet, that was last month, Deep VOC three piercing questions to go beneath the surface.

Not a prerequisite for it, but definitely related. And today’s is shadow copy, and we’ll see if there’s a part three, at some other point. But I love just going into the deeper, more nuanced stuff that is highly practical that just doesn’t get a lot of airtime. So, yeah, that’s kinda my thing, and happy to geek out on all that anywhere.

Slack, call me up, email me. Let’s Zoom. Let’s nerd out on weird deep inner authority stuff that, yeah, no one else really likes to geek out on. So, who is the inner authority?

To me, like, I’ve just defined this nice and simply as, one who knows the prospect better than they know themselves. That is typically the feedback I get when a page does really, really well. It’s like, oh my goodness. You know me better than I know myself.

And what it’s really achieving is it’s exposing and illuminating that which the prospect is unable or unwilling to divulge or articulate themselves. So that’s kind of the mechanism of it.

And what it achieves, it builds trust and resonance through the damn, are you in my head phenomenon or effect.

That’s what I aim to get to, in pretty much everything I write. And it makes sure that your one reader is fully seen on the page or at least more seen than anywhere else on the Internet or than any other competitor is willing to see them.

So that’s a term that gets talked about a lot. It’s like, make sure they’re seen on the page. And I actually wanted to unpack that a little and go a little deeper. What does it actually mean to have your prospect fully seen?

Well, it partly means to have their full range of desires mirrored. That means more than this. Right? To be seen on page also involves their problem, right, their stakes, their situation, their context, all that other stuff.

But in terms of desires, there’s a full range of desire and motivation.

In my view, only one and two really get the most, real estate on a page or explored in one’s research. So these four layers are they’re socially acceptable desires, they’re known and they’re owned desires. So the stuff they know about themselves. This is why I desire this. This is something I’m willing to own and something I’m willing to share.

But everybody, without exception, I would say, I would dare to say, has secret desires and secret motivations, things that they wouldn’t want to say out loud or even confess to themselves. Right? Disowned desires or even unknown desires, things they haven’t even, contemplated about themselves around why they might want something or why they might want to achieve something. So three and four, definitely in that darker, lesser known, disowned territory.

And as a marketer or copywriter, number one and two are really easy to gather and mirror on the page. Right? They appear readily in the VOC and surveys and interviews and message mining because they are known, they are owned, they are socially acceptable, people feel cool and even good in divulging them. So that’s cool.

Number one and two are easy. We got that on lock. Number three and four, more rare, but I would argue definitely no less powerful and maybe even more powerful. Right?

There’s kind of this operating theory that that which gets disowned may have greater pull. Right? And people may not even know why these things pull them. But three and four, definitely strong strong strong motivators.

The unknown, the disowned, and the less socially acceptable desire. So I’m gonna give you a little story from a past life. Two thousand six, two thousand seven, one of my first jobs, like, after I quit corporate life was a personal trainer at a gym.

And one of my roles was to, get people to move from thirty dollars a month memberships to personal training packages. And, you know, very typical sales script, like, what’s your motivation? What are you doing this for?

And almost universally, this is more common in men, actually. Like, men in their thirties and forties, they would say, I just wanna stay in shape. Right? I just wanna maintain. I just want to, yeah, I just want to stay in shape. Right? That was the common language that we almost knew would come without exception.

And it’s easy to sell a thirty dollar per month membership to someone who wants to stay in shape. It’s really difficult to sell a higher ticket, package, right, to someone who just wants to stay in shape. There’s not a lot of charge or a lot of juice behind that motivation. There’s not a lot of stakes behind that motivation. There’s not a lot of drive behind that motivation.

And me and the gym owner and manager and the other people, you know, on the floor and trainers We constantly have these conversations of, like, how do we get people to actually own a wider and a deeper breadth of desire?

And I think I came up with eight words, right, that I just kind of blurted out randomly that became part of our script. Like, it’s cool if you just want to look good. Right? Like eight words.

That’s it. And whenever we would catch someone who wouldn’t own that full desire, that that became part of the script. It’s cool if you just want to look good. Right?

Like, that’s totally acceptable and a fair motivation for doing this. And that would totally flip the conversation because we were taking the lead in owning this disowned desire for them. We made it safe. We gave them permission to actually say what they wanted, maybe even what they were thinking, but didn’t wanna be judged for claiming as a desire.

So all this to say, people are far, far, far, like, I Yeah. I think I put it in caps. Good. I put it in caps because they are far more willing and capable of sharing virtuous and socially accepted politically correct desires than they are. They’re disowned motivators that may actually be driving the decision.

So one thing that we could do as marketers, as copywriters, as salespeople, and offer creators is to give our one reader a permission slip for the full spectrum of their desires. Right? This is a gift we get to give them. Right? It’s cool if this is what you want. It’s cool if this is your main desire driving this decision.

So we claim it on the page for them or the sales call so that they don’t have to so that they can remain in their virtuous, you know, acceptable version of themselves while feeling like our offer and what we’re, enrolling them into, is all inclusive of that more shadowy desire. Does that make sense? Because I’m throwing a lot of terms really quickly. Cool.

Sweet. So let’s do a deeper dive into this topic, shadow desires and virtual desires. So what is the source? Where are these desires coming from?

Shadow desire, you know, the deep, unknown, underworld, subconscious, ego, typically a shadow drive, right? A drive to be better, to be richer, to be more resourced, to look better, to win over. It’s very competition based. It’s very comparative.

It’s rooted in identities they’ve already lived and motivations they’ve already experienced and therefore have a high degree of charge around. Whereas a virtuous desire, they haven’t really lived that person yet. It’s who they’d like to be. It may be an aspirational ideal, but there’s no experiential data and therefore less charge, less emotionality to that virtuous desire.

And if emotions drive decisions, there’s going to be far, far, far, far more stuff driving the decision in that shadow desire.

The orientations of it. Right? The orientation of the shadow desire is typically more selfish. Right?

How it benefits me, how it puts me at an advantage over others. Once again, very competitive based, even zero sum based. I remember, one of my first really big clients in the copywriting space was to write a launch. And it was one of the first times I quoted a really big package to do the full spectrum of a launch.

And he was saying the whole time, I just want to hire the best. I just want to have the best launch. I just really want to blow this out of the water, right? You know?

And, like, I asked him, like, why is this important to you? Right? Like, because it felt like there’s a lot of charge there beyond just the business doing well.

Right? And his desire was, I don’t like the people who are essentially owning this space right now. I feel like my stuff is better, and my end result is I I wanna be ahead of them in a year from now. I want my name to be the household name in this space.

Right? Competition based. Right? And it took him a while to own that and to state that and to admit to that.

But that was what was driving him signing off on a big copywriting project on the first launch he was doing on a program. So these things are at play, and they don’t necessarily need to be unearthed in every conversation, but we can mirror it on the page in our copy.

Orientation for virtuous desire, typically, it’s going to be altruistic, right, where they’re kind of deflecting it for someone else, for the greater good, for their families.

And there’s truth to this, but it’s not the totality of truth.

Riskiness, right? To own and to admit a shadow desire tends to have a high degree of risk, right? You kind of risk being judged, right? Because these aren’t things that people typically state out loud, right?

These are things that get filtered. And almost rightfully so, it’s really difficult to maintain great friendships and relationships if if you go around talking about your shadow desires. So, high risk in them owning it, and therefore, what a relief when it’s on the page and they don’t have to own it and claim it for themselves. Virtual desire, virtually no risk at all.

Right? They almost look good and sanitized, right, in claiming just their virtual virtuous desire.

Awareness on a shadow desire, it could be totally disowned, or it could be unknown completely, and we’re the first ones to really make them say, you’re right. That is why I want that.

Virtuous desire is something that is readily owned and already there within awareness. So when we’re talking about a sales page or an email that really captivates and draws an interest and intrigue, if we’re mirroring back something that’s already known to them, that’s great. They feel seen on the page. But if we’re the ones to expose a part of them, it’s like, oh, shit. That is there. Right?

Now we’ve really hooked them in on something cool and interesting. So awareness, typically disowned on a shadow desire. Permission, certainly less permissible for them to own a shadow desire or admit to it. High permission, full permission, unvirtuous.

Core emotions, typically on a shadow desire, we’re working in the realms of lust, greed, pride, competition, retribution. Right? Show them, get back at them, prove something to somebody, virtuous desire, joy, love, and cooperation. So there’s a lot going on here.

You can screenshot it, just as a reference point.

But this comes into, yeah, full clarity when we actually start looking at examples, and it’s pretty simple to pull off once you start getting the hang of it.

So examples.

I just kinda crafted this one because I know Abby was working with, a bookkeeper, a client who is working with bookkeepers to leave their nine to five, start a profitable business. So this is like this could apply to anything that teaches people to go freelance. Right? So shadow desire, maybe to be crazy rich, be better than those stuck in the nine to five.

Right? How many people wanna go freelance and feel like they’re getting ahead of the people who aren’t there yet? Right? That is so out there and so rarely claimed.

Right? Give the proverbial f u to a boss that they hate, that always makes makes them work late, and slacks them on the weekend while they’re on family time. So all this would be in the realm of shadow desire.

Virtuous desire, this is what you’ll typically find right in the VOC, right, or on an interview, you know, to provide more for their family, to double their salary, enjoy a flexible schedule that allows them to pick up their kids from school at lunch and take them to Chipotle for a burrito. We don’t have Chipotle in Canada. So I kind of, like, always talk about Chipotle because it’s one of my personal personal unlived desires for more Chipotle in my life. So anyway, just keeps making its way there.

Fitness coach, right? Same thing.

Like virtuous desire, stay in shape. Like, those were the three dreaded words. Being able to play with my kids without getting tired. That is another one, like, you hear all the time.

Get a stamp of approval on annual health checks. Right? All virtuous desires shadow desires. Right? They wanna turn heads, you know, be attractive, all these things that, like, are right there that they just don’t want to claim. So this is really how it works, balancing out the shadow desires and the virtuous desires.

And the problem with virtuous desires is it leaves a whole lot left to be desired. It is incomplete. It is not entirely true. It’s only what our social selves want others to know about our motivations, but that we know is not our true or our complete motivation. So our job as marketers, just because our prospect is leaving it out doesn’t mean we should leave it out as well. So a simple template bringing this all into practice, for weaving in the shadow and virtuous desires.

Really simple. So this is a piece of copy you could put in your moment of highest tension section of the fifteen or sorry, moment of highest pleasure section of the fifteen point sales page in a day formula if you’re using, that template from ten x sales pages or in the desire section within any ADA formula you’re using. This would be something to weave into the desire section.

And it’s simple. So it’s not just about, you know, shadow desire one, two, or three. Right? Or or it’s not about forbidden one, two, or three.

And then validate it. Right? Say, it’s totally cool. If that’s what you’re striving for, we’ll stand with you in that.

Right? So give them permission. That’s the permission slip.

And then say it’s about virtuous desire one, two, three, so that. So it’s kind of a sandwich there. Right? You’re introducing the shadow desires and saying it’s not just about that.

You’re validating it for them, permission slip, and then leaving the desire off. So the last thing you write is the things that they want to feel, like those were their, driving motivations. So let’s look at an example.

So back to the fitness one.

So this is not just about, you know, the shadow desires of filling your iPhone’s camera roll with shirtless gym selfies and loving what you see, and it’s definitely not about the secret satisfaction you’ll get and being the only dad at the camping trip rocking a six pack instead of binge drinking ruined. That reads a little weird, but it makes sense. But hey, don’t let anyone judge your motivations for getting healthy. We’ll celebrate you and whatever gets you moving.

And then the virtual virtuous ones. But at its core, this program is about feeling more strong, vital, and confident in in your body at forty than you did at twenty, setting an exam setting an epic example for your kids and knowing that you’ve set yourself up to stay lean, fit, and healthy while most succumb to a state of slow and controlled erosion. So, you honor the shadow desires. You give them the permission slip, and then you tell them what it’s really about in a way that they would feel good and virtuous in enrolling.

So that’s what it looks like. Very simple, worksheet for you. It’s really just listing what the acceptable, safe, virtuous desires are, listing the forbidden ones.

And this can come through your VOC, it can come through your interviews, or it could come what you believe would be true and lurking, beneath the surface, just based on your knowledge of your audience.

And then essentially, craft it into this formula. Right? It’s not just about shadow one, shadow two, shadow three. Validate it and then share it’s about those virtuous desires.

And just see what that looks like and how that reads as a desire section, on a sales page, on an email, and test it out. You might be surprised in how it flows and just the responses you get, once your reader feels more fully seen on the page. So I think that’s all we got. Twenty minutes.

I’m getting good at these short presentations.

Sort of.

Cool. Any questions, thoughts, comments? We could definitely continue the conversation if y’all have further thoughts on how to elaborate on that or how you might see it applying for the work you do.

I have a question.

Mhmm.

It’s gonna be the same question probably that I ask you every time. Yes. But there was a very, very brief moment in time when my boss didn’t really, supervise me that much. So I was able to try more creative things, but nothing as creative as this because anytime you try to introduce this negative language in SaaS, you get hit with a that’s going to make people feel bad.

So my question is, how do you water this down? I And you’re you’re not gonna like to to answer this kind of question. But what kind of ways could you water this down so it’s still palatable for more of a corporate audience?

Yeah. So it’s a spectrum. Right? I think, like, the core of this is, like, what are the desires that are just a little less safe than the safe ones.

Right? And that are true most of all. Right? So it’s like, there’s no part of this that is shaming or making them feel bad, right?

It’s just saying this isn’t just about X, Y, and Z, and those X, Y, and Zs are the things that they actually want, that the reader really, really wants.

So you’re disowning that desire with them, right, and then wrapping it up with the things that are more acceptable.

So I wouldn’t go extreme with it. I wouldn’t use languaging, especially on the darker, more competitive edges of being so much better than someone else. You could definitely rein in that language.

But what are some of those things that they want that they’re kind of afraid to admit out loud, right? And see what’s a safe version of that, like the five on ten. If the virtuous desires are the one on ten on safety, just make the shadow desires a three or four on ten and see if you can push the envelope to that level.

So what might you say for somebody who’s a middle manager? Because that’s gonna be, like, the most typical audience. Like, a middle manager in sales, or a middle manager in project management or whatever it might be? What’s what might be language that you could use for them? Because nine times out of ten, that’s the person I’m talking to.

Yeah. So, like, what do they want out of the product? Like, what are they buying it for?

Usually, to have more efficiency, more control over their team, get rid of admin, make things more efficient. This is very generally speaking for a variety of different companies, but that’s sort of the concept.

So yeah.

Like, and what does it look like once those are achieved? Right? Is there, like do they get kinda, like, a special bonus on that? Do they get to, wrap up their days earlier because efficiency is in place and admin tasks are off their plate?

Right? So, like, that would be and I’m not saying that this is the accurate desire, but it would be like, this isn’t just about, you know, getting, you know, a glowing review from your, you know, higher ups, and getting to check out on weekends because everything is fully dialed in. Right? And enjoying your, you know, workout without being tethered to your phone.

Right? However that appears for them. This is about x, y, and z. So, like, the shadow desires are still in that play it safe range.

They’re just really kind of like giving a bit more of their selfish motivations, right, versus the altruistic or the company and for the team motivations, if that makes sense.

Okay. Especially if they’re the the decision maker. Right? To get them in touch with some of their more personal, quote unquote, selfish motivations without making them feel selfish for wanting it. Like, that’s the key for it. Make them feel like this will help them achieve what they really want selfishly without them having to feel selfish for wanting it, if that makes sense.

Interesting.

So let’s take let’s take a monday dot com example because that’s the most well known. Monday dot com being a competitor of Asana and Trello and Wrike, and all these other project management tools.

Instead of saying something along the lines of, if you have a spreadsheet with seventeen tabs open and you are tired of reading through long in long email threads, and you feel overwhelmed, or the reverse, the virtuous, which would be you can be a better team manager and help your team members and be more efficient and hit more business goals.

What would sort of be the middle ground there?

So project manager. Right? Like, so so I’ve worked with many project managers, like, who’ve managed me as a copywriter, right, both, you know, internally and also, like, I’ve worked closely with project managers on teams I’ve kinda, like, implanted myself into during bigger launches.

And, you know, one piece of feedback, like, I’ve given project managers who are really dialed in, right, and really streamlined on their process and systems is, like, you know, no project I’ve been on has ever run more smoothly. Right? Like, that’s the feedback they love getting. Like, be the project manager that every freelancer loves working with, right?

That taps into their sense of pride, right? Pride being one of those emotions we talked about for shadow desires.

So pride is a good one to work with as well, because it’s a little more acceptable than competitiveness You don’t need to always go to competitiveness.

But what would make that project manager who’s using Monday feel really good about themselves? Like when they go home and they have dinner with their partner or their spouse, what are they saying? Like, so and so said this about me. Right?

And they’re confiding that to their spouse because that’s that feels safe. Right? But how can we incorporate that into our copy, if that makes sense?

So, like, just what are those little moments that you can Yeah.

It almost sounds like you’re like, all of the benefits that you typically see on a sales page, like, be more efficient, get more ROI, be a better be a better manager. It’s almost like instead of saying, like, the actual benefit, say, be the person that people say this about.

Yeah. Exactly.

Benefit, but just Yeah. Framed it.

Because that’s what they really want. Right? That they can’t say out loud. Yeah. Yeah.

That is a very cool point.

Mhmm. Yep. And you can make the language as, like, safe as it needs to be for any industry. It’s just really about the, quote, unquote, more selfish, personally driven desires for the thing.

Okay. I like it.

Cool.

I have a quest a question.

Let me come on camera. Sorry. So so talking about that and, you know, safe language and and how to weave this in. So assuming you have, like, a big tech you know, like, enterprise tech. Right?

Mhmm.

This is not something where we’re you’re doing sales letter type stuff, and it’s a it’s a they they they live in a completely different universe, and it’s a little bit more buttoned up. So Of course. But I have this situation where I have a product. And the thing is people are really afraid of if they choose the wrong vendor, they’re gonna lose their job, you know, because it’s a it’s a mission critical service.

Right.

So how how have you ever had a situation where you’re working in something like that? Because that’s really what is going on under the surface. They’re they’re, you know, they’re afraid of of they’re afraid of losing their job if they choose the wrong company.

Mhmm. And what’s the upside if they choose the right company?

That’s a good question. I hadn’t you know?

I I guess I’ve been worrying about, like, how to get past this fear that they have of choosing.

Mhmm. It’s that it’s that old thing of, like, you know, nobody ever got fired for hiring IBM. You know? Yeah.

That Right.

The upside would be that nothing happens, really. It’s quiet and everything works well.

I mean, you know, no more no more support calls, no more, you know, emergency meetings because some country is having lag time or whatever.

Yep. For sure.

I mean, this copyright, I’m guessing, like, the one making the decision, right, their main desire is simply to make the right decision, right, in this case. Right?

It it is. Yeah. Yeah. It is. I I mean, some of there’s a certain sub sub segment that’s motivated by, you know, being cutting edge and being on the bleeding edge with technology and doing the latest and greatest thing.

Yeah.

But that’s that’s a certain percentage.

You know, those are the people that tend to those would be, I’d say, like, the ideal customer avatar. You know? The ones that are that wanna be on the bleeding edge are the ones that are an easier sell.

Yep.

It’s the question is how to get those other ones.

Yeah.

Yeah. I’d say, like, this copy is definitely or this kind of format and template is definitely meant for a specific context where the one reading it is the one who stands to benefit, right, and therefore they’re owning their desires, how would we work that principle, right, into, into that enterprise environment? That’s a great conversation. Right?

I think it’s, like, just wherever we can identify any desires that they haven’t claimed yet. Right? And this is mostly going to come out in kinda like the one to one communication, I’m guessing. Right?

Not necessarily on, like, the page.

Yeah. Like, I think I think a fair question is, like, what does it look like when you’ve made the right decision? Right? Like, how is that celebrated? Like, how do you feel when like, maybe it’s literally just watching the new new tech be integrated and having a sense of pride in it, right, that they let it, that they champion it. Right?

Getting to talk about that, right, that they kind of, like, championed and spearheaded this new initiative. Right? So it’s probably more pride, I would say.

Mhmm. Mhmm.

Pride that their due diligence and their decision was behind, you know, a multi six figure, you know, reconfiguration of something. Right? And getting to watch that in real time as it gets kind of implemented. So I would tap into the pride aspects, and, yeah, have that conversation, like, with that kind of audience of, How does this actually play out in real time?

And what are the moments within that that feel really good, really validating? So I think feeling validated is also really important for people, you know, in that position because validation brings the security that they really want. Right? That they’ve really cemented their place within the organization because of this thing that they helped, you know, usher in.

So I suppose, you know, performance KPIs would would be something that would be a a tangible outcome, you know? And that’s not like an ROI thing. It’s like a, you know, uptime performance and stuff like that. So technical those technical performance KPIs, I guess.

Yeah.

Yeah.

Yeah. That makes sense. I think, like, the simplest version of it, and every context has its own nuances. Right?

Mhmm. Yeah. Especially in what that person could admit at lab. Right? A middle manager who’s making that decision might not even answer the question of, like, you know, why do they really desire to do this?

I mean, this would be a VP or a c level person.

You know? A CTO, CIO, the Yeah.

Director of engineering, that kind of Yep.

You know?

Yeah. I think, like, for what a successful decision and implementation means for them in their career and their sense of pride in their position pride in their position and also, like, cementing their status in the organization is probably probably gonna be something to play with, and it’s very nuanced in how you communicate.

Sort of like be the one be the one responsible for for your company’s zero downtime or something like that. Yeah.

Yeah.

Like, a headline that comes to mind. Right? And I’m not saying that we use headlines in this context, but it would be kinda like, you know, you know, this will be on your LinkedIn profile by June, right? Like some big thing that they led. Like that’s what they would be doing with you. Exactly.

Yeah. Like imagine this on your LinkedIn profile, right? Yeah.

So yeah, pride and accomplishment. Definitely play with those two.

Okay. Thank you.

What comes out of it. Thank you.

Hey, Ryan. I have a question. I feel like I work, you know, with, like, the coaches and and course creators where you might have already used this.

I like, I, I really like this technique. Just writing down like the seven deadly thins as ideas for places to find, the shadow desires.

But I guess, like, in the context of helping people make money online Mhmm. Like, is so the shadow desire in that is what they’re gonna do with the money or what they will be able It’s why they want it.

Why they want it. Okay. So I wrote I wrote the three that I came up with were like, this isn’t just about making yourself so personally secure that if your partner emptied your bank accounts and walked out the door tomorrow, you’d be like, solid for the next six months?

Yeah.

Having a program that your clients save rave so much about, they’re even talking about it inside other people’s coaching containers. Mhmm.

I don’t know. That one fell down. I was like, and out earning your early mentors so that your nervous system finally recognizes unequivocally that you’ve made it to the top?

That’s so good. I got chills on the last one. Right? Because it, like, brings in the competitive aspect, and it does so really art really artfully. Right? It’s not just like, crush your competitors.

Like, it’s not so, like, on the nose.

But but competition is a really good one when you can weave it in artfully, right?

Because that’s a really difficult one for people to own.

And I’ve never met anyone who was a hundred percent hundred percent altruistic and cooperative, right? It’s on a spectrum. It’s not like you’re either cooperative or competitive. It’s always on a spectrum. And even if you’re like eighty percent, you know, cooperative, rooting for everybody, there are these shadow parts of us that just want to win. Right?

For the most part, I don’t wanna overgeneralize. Right? So when you could speak to that, even if that’s, like, fifteen percent of who they are, right, or who they’re operating as, it’s such a charged fifteen percent.

And that’s what we’re looking for. Right? The charged part that’s really gonna make the decision.

So I guess my question is like, okay. Two parts. One, because I’m, like, writing about my own audience feels easy.

But do you have any tips for, like, is there a question you could ask in the voice of customer research or like teasing these out of other people’s audiences?

So one thing I mean, I I feel like I always return to this. Right? It’s the sales calls and the sales call recordings, and I’ve consulted with sales teams for, you know, the offers that I’m writing for. Mhmm.

So it’s like, first step, I’ll usually audit those calls. Right? And sometimes you’ll get a hint of that as like, well, why do you really want that? Why is that important? So kind of like those layers of why will sometimes reveal it.

Oftentimes, it’ll only partially reveal it, and then it’s my own kinda, like, empathetic nature, right, that will kinda read between the lines, right, of what they really want, right, but that they’re not actually saying.

So it’s rare that I’ll get this verbatim in VOC or an interview.

A lot of it will be, like, a person who said x, what do they really mean, and what do they really want? Right? And it’s me just kind of, like, bringing it to that level.

And that’s my favorite part about the research phase. Right? Like, it’s easy to get the stuff that’s verbatim. Right?

That’s already there. Right? I’m like, but what does this really mean? A person who said x, what are they really feeling but aren’t divulging?

And that’s usually where, the gold comes from. So, the short version of it is, yeah, sales calls, sales call audits, consulting with the sales team, even consulting with sometimes the customer service manager, if they’re really kind of, like, you know, involved day in and day out with, those students or with those clients, sometimes they’ll get that kind of rich detail that is, like, amazing. So even, like, thirty minutes or forty minutes with the customer success manager.

And they typically love being involved because marketing rarely loops them in even though they should be looped in. So yeah.

Okay. I can I can totally confirm that?

I’ve gotten some amazing insights from customer success Right.

That I never got from sales because they work with them long term. And so sometimes they can see those benefits play out and I never thought to bring in customer success.

I just brought her in because she was really smart and helpful and was was willing to talk to me, and Mhmm.

Like, she gave gold that I was never able to find in the discovery calls on Gong.

Yeah. That’s amazing.

Yeah.

And they yeah. They typically love being looped in because they just have so much to share and, like, no one listens.

Like, I once had a call that had, like, the head of sales, like, the director of sales and the director of customer, success, and, like, it’s like they barely talked to each other, right? I think that’s the first time they were in the same room, like in months, and they were learning things about each other’s departments in real time, and it was so cute. I’m like, Y’all don’t talk, ever?

Yeah. And there’s sort of a hierarchy within go to market teams, and it goes like, sales, customer success, marketing, sales engineer.

So, like, if you can talk to people lower down on the hierarchy, they’re more excited to Oh, totally.

Yeah. They’re like, my opinion matters. Yay. Yep. Exactly. Great point.

But the thing I just wanted to ask is, like, in I guess it’s similar to what, Naomi was asking, but, like, when you are dealing like, you know, on the online coaching space, there’s a whole, like, oh, but talking to pain points is yucky or, like, icky thing. Mhmm. Like, I guess I don’t know. I I don’t know what the question is there, but just I’m, like, getting customers or, like, clients on board with this. Like, have you ever had any pushback to somebody being, like, that’s too I don’t know. It makes the client uncomfortable to use these kind of techniques.

So the only time I’ve ever gotten pushback on this specific technique is when I personally overindulged and took it too far. Right?

Just because sometimes I enjoy writing shit. And I’m like, okay. Maybe this is a little too far from reality. Right?

And it needed to be reined in. Right? So it’s like, as much as possible, like, keep it once again within that threshold, right, of what is safe and appropriate for that industry and for that client and for their voice.

But, yeah, the only pushback I’ve ever got was when I took too many liberties on what was actually true and accurate and real. So you’re really trying to still keep it grounded in realism. Like, what is a person’s desires, like, legitimate desires for this, that they’re unlikely to be tuned into themselves or divulge even if it were true. Right?

But you don’t want to make assumptive leaps that are just too far out of reality. Right?

So it’s like in the example that you wrote, can you can you, like, read it out loud again?

Like, I just wanna Just the last one about out earning your early mentors.

Yep.

So that your nervous system finally recognizes unequivocally that you’ve made it to the top.

Yeah. Like, I don’t think you would get pushback on that cause that is such a legitimate desire, and you’re connecting it to overcoming that pain point of feeling anxious and destabilized in your career and your standing within it. Right? Like, and what you can do when you have pushback, right, is once again, like, you could link back that statement to voice of customer data that suggests that without saying it. Right? Like, someone who divulged this on the VOC or on this survey, they’re not saying this, but do you see the congruence, how someone who’s saying this would be experiencing this? Right?

So, yeah, I think, like, being being able to match match the shadow desire to what’s actually divulged and be like, no. This is actually is our data.

We’re just kind of revealing what isn’t being said or what’s being said between the lines.

Yeah. And how do you, well, it’s so powerful powerful because like everybody’s be everybody’s speaking to like, you want to make more money, but like, it’s really stand out to be like, we’ll be And, and we know that these are the reasons why.

Yeah. Exactly. Yeah. That that’s a really powerful exercise in kinda make more money offers, right, is, like, the why. Like, what happens when they make more money, right, versus just a claim of make more money or double your salary.

Like, once again, white noise, and it just doesn’t connect to the actual experience of having more money. Right? And typically, it comes back down to security and survival related things. Right? Most things go back to security and survival, and nervous system, you know, regulation, as you mentioned. So, yeah, really great conversation.

And how do you how do you make those judgment calls? Because I consider myself a pretty intuitive person. Mhmm. But making these kind of judgments for people, that you’ve never met, can be a very difficult exercise.

Yeah. So so intuitive leaps when necessary. Right? Obviously, we’re not going to be in constant conversation with the prospects we’re writing for. Right? Sometimes we’re literally just, like, dealing with the data and the survey results, and all we really have are the intuitive leaps we can make based on what we have.

My defense for that is, like, you know, transcribing BOC is really easy. Right? I could do that, and I want us to write a ten on ten sales piece here. Right?

I wanna write something that hits a point that no one else is hitting that could help that prospect, that one reader feel fully seen here where no one else is willing to see them. Right? Like, in Katie’s example, like, that reader and that prospect likely will never have seen an ad, an email, or a sales page, or a sales call, or been on a sales call that suggested this is about outpacing their mentors and finally feeling like they’ve made it. Right?

Like, they probably will not have seen that before. And therefore, when that hits, and if it’s true, you just formed a connection that is incredibly powerful there. Right? So there is an intuitive leap based on data and based on hypothesis, and it’s like this tracks, right?

Someone who said this tracks to someone who would have this desire, and I feel good making that leap and putting that on the page, right? And ultimately, that’s the artfulness of it, right? It’s like using your intuition wisely because to me, like, that is still where there’s so much magic in being a copywriter and being a marketer, right? Like, one day AI is going to have all, you know, all the information to just, like, spit it out, and that’s cool and that’s amazing, but where can we use our own kind of intuitiveness to connect us that aren’t so obvious?

Cool. Okay.

Yeah. That is not a dog. That is my child. Casey, we’re hearing that. Okay. Good.

Zoom noise cancellation.

Sweet. Comes in handy. Sweet. Any other questions or comments or thoughts?

I have a non training related question, but happy to defer until if there’s any other questions about the training.

Can I just ask, can you maybe give some throw out some examples of things that aren’t related to pride or maybe related to some of the other, vices?

So not related to pride? Yeah.

Because I feel like pride is an easy one to understand. I’m interested in how it applies to others.

Sure.

So it’s like let me pull back that slide.

I’m revisiting, like, the seven deadly sins is actually a really good idea. So Jo had a framework on that, I believe, like, a long, long, long time ago. I’d ask her if she can dig that back up.

I think it was her fascinations, the seven deadly sins one.

Maybe. Yeah. It’s familiar.

But, Yeah.

I’ve seen it. I just find it hard to apply. I think the concept is very cool, but execution, I find challenging.

Right. Cool. So pride is obvious.

I I use laziness all the time. I use that all the Mhmm. Often.

Mhmm.

Sloth, I guess, would be the technical sin.

Sure.

I think read is a really, really important one if you can, once again, mirror that artfully because that’s a really difficult one for people to believe is true about themselves.

So it’s kind of like, what does greed look like in a way that isn’t so spiky, right, and isn’t so difficult to accept. Right? Because in some ways, like, any make more money offer is somewhat greed based. Right?

And yet those who buy them don’t feel necessarily greedy in buying them, right, or wanting that.

So it’s like greed is where you kind of like when you’re suggesting out earning your mentors, right? That is essentially greed based, right? Greed and competition. I’m kind of like looping those in together right now.

And you make it totally acceptable because physiologically, that gives you a response that feels like you’re returning to safety, right, and turning to nervous system regulation and all those things. So, yeah, so pride, greed, lust, right?

I mean, there’s literal lust and there’s other forms of lust.

You know, kind of like the, you know, the fitness example I just brought, right? Wanting to be desired, wanting to be attractive, right? That is a form of lust.

You know, and it doesn’t even need to be a sexual lust, it could just be lusting to be liked, lusting for approval, right? So when we talked about the project manager, that is kind of a form of a lust for approval.

There we go.

Yeah. Thanks for sharing that.

So you’re saying essentially that a lot of it is the same desire sort of packaged in a different way.

Yep. Exactly. It kinda gets filtered through, like, these different lenses of these, you know, more shadowy motivations. Right? Or you can call them, like, the deadly sins.

Like, the difference between pride and lust being that pride emphasizes how good you are, and lust emphasizes how much other people envy how good you are. Mhmm.

Yep.

Yep. Okay.

That’d be a way to put it. So it’s like, that’d be a really cool exercise. Like, I’m just kinda visualizing the framework of, like, there’s desire, and then there’s, like, these seven different kind of filters it gets kind of put through and that can have the same idea articulated in seven different ways.

Yeah. Okay. Thank you.

Cool. Yeah. Thank you.

I think you’re good, Katie. Sorry.

Thank you, sir. You guys got totally wrapped up trying to remember all seven deadly sins.

But Haven’t you seen the movie seven?

The Bradford?

Yeah. That’s that’s my reference point, not not the Bible.

I I think that’s everyone’s reference point. It’s like and all I think of it is, like, Brad Pitt at the end with the box and, like, what’s he saying? What’s his famous line there?

I don’t remember.

Don’t know, but I was like, Brad. Yep.

What’s in the box? Yeah. I think it’s that. I don’t know.

Anyway.

So I had a client that I wrote a long form sales page for her hybrid course and coaching program.

And now she wants to launch just the course as a DIY downs well, I it’s not it so it was previously conceived as a downsell, but now she wants to launch that as a standalone offer.

Okay.

Like how and she’s she just emailed me saying, do is it a different sales page or do we just cut the group coaching components out of the existing sales page, which is a beast. Like, it’s like the longest sales page I’ve ever written in my life. So I’m curious to your thoughts on, like, a starting point for that.

Yeah. So she sold it as a downsell before. Right?

Yes. But only on a call. So she doesn’t offer that anywhere. And like, she hasn’t launched before. She just has, like, amazing SEO and she gets a tons of leads that way. So this would be her first launch style.

Yep.

The thing, of the DIY.

And it wouldn’t be within the context of them having, like, not bought, you know, the coaching package, right, or the coaching version. Like, this is really fully stand alone, even stand alone in the conversation. Right? Cool. I mean, if the sales page as it was written, speaks to everything that is still true about that audience, their desires, the problems that the product helps overcome, then I think the path of least resistance and even most effectiveness is just retooling that sales page to definitely remove anything that would be delivered only through coaching.

But, yeah, how do you feel about it?

Yeah, I I did like, I mean, definitely there’s gonna be chunks that need to go because, you know, she’s a, like, she’s a trained therapist. So we talked a lot about the benefits of like talking things through in that group container and everything.

Sure.

I guess, I’m just like, is it a different how much does it change the nature of the relationship? Like, I don’t I don’t know. I feel like because the the tone of the sales page was very much like, I’m gonna walk you through this and, you know, we’re gonna have all of these opportunities for feedback. And I’m I’m just wondering if it well, I guess if you’ve ever done anything like that before, like amending an existing sales page to pitch a slightly different version of the product?

Or if you would Yeah.

I haven’t I haven’t done that specific project before.

Yeah, kind of like definitely an accuracy sweep and an edit and a check, like, a hundred percent.

Even things that are implied or insinuated in terms of, like, the level of intimacy and feedback that they’re gonna have, I would definitely be mindful of that.

The things that are, in my view, like, definitely keepable, especially if the audience has resonated with them before and they’re accurate and true is anything that points to the desired outcomes and anything that points to the the current problem states and, you know, how that’s showing up for them. Like, all these things, if they’re accurate and they’ve been resonating, you can probably keep all of that. Right?

Testimonials might be something to, like, really, make sure you’re being accurate as much as possible. Like, try to get testimonials from those who have gone through the DIY. Right? Or if they’ve been private clients or the ones in, like, the coaching, container for it, I would just, like, make a note, right, like, you know, part of the the coaching container, right, to just not have that, yeah, that kind of, like, insinuation, right, that that’s an accurate kind of, like, one for one.

But, yeah, I think, like yeah. If you feel really good about how the copy presents and how it’s been resonating and the edit is a decent sized job, like, to be clear.

But yeah, I’ll just go for Yeah, go ahead.

At first I was thinking of pitching that in a day rate, but I actually feel like it might need the time and like repeated passes of a project versus trying to Yeah.

Okay.

Yep. Yeah.

Yep. I think so.

But what does that look like for you in terms of, like, the multiple passes?

Like, maybe we could just see Just like coming back to it, like, having more than a day to, like, kind of, like, leave it, come back and make sure that I haven’t missed something where they’re talking about a a call or a Yep.

I think, like, the first step of it would be to audit the current page. Right? Like, you know, yellow highlighters of, like, this has to go, this has to go, this has to go. Right?

Mhmm. Especially around, like, the languaging, as you said. And say that, like, in this filter and the sweep, I’m sweeping for x, y, and z. I’m sweeping for, like, accuracy.

What’s still going to be true for insinuation around intimacy and access. Right? So, like, kinda list the things you’re sweeping for and auditing for, make the check, and then kinda, like I would present that to her, right, and then say, like, my the next part of my sweep is to, like, remove these sections, make things more relevant and appropriate for the actual experience.

But, yeah, that’s not a one day thing. That’s multi stage, multi step. But, yep, I think yeah, that’s an interesting project. Keep me posted.

Cool.

I have a question. I’ve, I think I’ve asked this to Joe, but I’m interested to hear your opinion because I’m still struggling with it.

Okay.

In my area, meaning I work with mostly Israeli companies because I’ve been working in Israeli tech scene for five years, and so my whole network is here. Mhmm.

And I think that’s relevant because the Israeli tech scene is like, the whole tech scene is struggling, but Israel is struggling a little bit more because there’s less investments because of the ongoing war.

Sure.

So that means marketing budgets are even lower than they would be elsewhere.

Mhmm.

And so more and more companies that I talk to are cutting their paid media budget and putting more effort into social selling, meaning organic social media posts, but they’re calling it social selling because they’re putting a lot more of a strategic emphasis on it than they would have five years ago, or even three years ago.

So my background is more in acquisition, more in demand gen, optimizing landing pages, optimizing web copy, really very, very conversion focused. Mhmm. But the vast majority of people that I talk to are interested in more organic content.

Mhmm.

And so I’m wondering if it’s worth like, we don’t know what the future holds. Right? We can’t necessarily predict, where the market or where the geopolitical scene will be in the next six to twelve months.

But I’m grappling with the idea of, like, I’ve already taken on some of these clients, and I’ve learned a lot about these different forms of content.

I’m wondering how much should I be considering shifting my positioning as a company, to accommodate what I see as a shift in the market, or should I continue with this very conversion focused angle that I’ve been taking?

Yeah. That’s interesting. There’s, like, a few variables at play. Right? One of them you already kinda highlighted is, like, is this shift more kind of, like, temporary and seasonal and cyclical?

Or for all you know, right, or maybe once they’re in that, the ROI, right, is gonna be better than their other paid media channels, and they’re gonna wanna continue, amplifying that channel. So I think there’s variable number one is, like, how confident are you that the demand for that is going to continue and increase?

Right? Like, give that a confidence score on a scale of one to ten. Like, if it’s over seven, right, like, maybe yes or at least making that part of your official services and offerings, would be wise, especially if you think that they’re going to continue, wanting more of an organic presence, right, and more strategies around that.

The next variable I would consider is how necessary is it for you to position yourself as that to gain business in that? Because it sounds like those conversations are already happening just just like in your network, right? And that as long as you’re available to it, you’re going to get those projects anyway. So like, if that’s low importance, then I would wait a little bit, right? I wouldn’t, like, reposition yourself, so immediately. Like, wait to see where that trend line is heading, especially if you don’t need to reposition yourself to get that business, if that makes sense.

Yeah. That’s a really good point because it’s not like, like, it’s not goo Google is gonna disappear. Obviously not. Yeah.

Mhmm. But what I see is it’s becoming more and more common for, or it’s becoming more relevant for larger companies. So if you’re thinking in the VC world, you have series. Right?

Like, series a, series b, series c, series d.

And series a is, like, they still don’t they still haven’t finished building the product. Series b and c is, like, they’ve sort of hit product market bit, but they’re still growing. Series d and beyond is, like, they’ve got their shit together. They’re, like, they’re moving. Like, they have they have somewhat of a working workflow.

And I think that series d is sort of, like, seven hundred employees plus in mind. Right. Like, roughly speaking.

So it’s more like series d and up, where they’re really starting to ramp up their paid media channels. But by the time they reach that five, they probably have enough resources in house to manage that kind of CRO. And so, they’re not really looking to outsource it as much.

And so, I’ve gotten lots of job offers for that kind of position, but a lot newer freelancing the only really freelance opportunities I’ve got is from a reseller, actually, by Monday dot com.

So it’s a very, very different kind of company than the actual fast company.

Right.

And, obviously, the budget is small Sure. For paid media.

Mhmm.

Because if if it’s small, then there’s only so many landing pages they’re gonna have. They’re only gonna have, like, two, three campaigns.

Right.

But I think that I think it makes sense that, like, these because, especially, like, we talk a lot about, oh, am I a copywriter? Am I a conversion? Like but, like, clients don’t care about that language. Like, especially in a non English speaking they just give us content.

Like, what the hell are you talking about? Like, content is content. And content is emails and content is social and content is blog. Like, they they don’t think that way.

I’m actively imagining my Israeli uncle responding to that conversation right now in his very Israeli uncle y voice. Yeah.

Exactly. Like, there’s no word for copywriter in Hebrew. It’s.

What is this? I don’t care. I don’t care.

Exactly. Okay. You got it. You got it.

I get it.

Yeah.

Right. Yeah. So I think that that’s how, like it’s helpful to think, like, if you have to make that dilution, you don’t necessarily have to make it now.

Mhmm.

Is what I’m taking from that.

Yep. Exactly.

Does that, give you something to move with or feel a little bit more sweet?

Awesome. Yeah.

I would add on to that too. It’s also, you know, instead of changing positioning, it’s you’re it’s more like, you know, the right thing to do at the right time and you’re responsive and savvy to what’s going on. You know? Does that make sense?

I mean, look, a girl’s gotta eat. Sometimes you just gotta take the grudges to come to you.

I know how savvy it is, or it’s just like, you know, I wanna Making sure you can eat is savvy.

Not that I owe my last dollar, but, like, I’m not at the point where I’m regularly turning away large amounts of work.

Awesome.

Cool. We feeling good for today?

Yeah. Amazing. Amazing. Amazing. Well, enjoy your long weekends for those taking long weekends.

I’m really hungry now all of a sudden. I’ll just talk about Chipotle and eating and, yeah, that’s my plan. So, yeah, catch you all on Slack. Hit me up if you have any follow-up questions on this as you begin to consider it or implement it.

Definitely here for it. Cool. Thanks, everybody. Take care. Bye.

Thank you.

Worksheet

Deep Craft 2

Worksheet

Deep Craft 2

Transcript

Awesome. So this is part two of this Deep Craft inner authority, series.

This one is called shadow copy, how to balance virtuous and forbidden desire to elicit your prospects. Full range of f yet, I need this. So this is one that I’ve been, like, saving to teach somewhere for probably at least a year. And I’m like, who can I teach this to? Like, who’s already got a lot of the basics, the foundations and even the intermediate stuff, lockdown, and it’s ripe to talk about some advanced stuff that we just don’t get to talk about very often. So, yeah, I’m excited to share this one. This is part two, part one.

For those who haven’t seen it yet, that was last month, Deep VOC three piercing questions to go beneath the surface.

Not a prerequisite for it, but definitely related. And today’s is shadow copy, and we’ll see if there’s a part three, at some other point. But I love just going into the deeper, more nuanced stuff that is highly practical that just doesn’t get a lot of airtime. So, yeah, that’s kinda my thing, and happy to geek out on all that anywhere.

Slack, call me up, email me. Let’s Zoom. Let’s nerd out on weird deep inner authority stuff that, yeah, no one else really likes to geek out on. So, who is the inner authority?

To me, like, I’ve just defined this nice and simply as, one who knows the prospect better than they know themselves. That is typically the feedback I get when a page does really, really well. It’s like, oh my goodness. You know me better than I know myself.

And what it’s really achieving is it’s exposing and illuminating that which the prospect is unable or unwilling to divulge or articulate themselves. So that’s kind of the mechanism of it.

And what it achieves, it builds trust and resonance through the damn, are you in my head phenomenon or effect.

That’s what I aim to get to, in pretty much everything I write. And it makes sure that your one reader is fully seen on the page or at least more seen than anywhere else on the Internet or than any other competitor is willing to see them.

So that’s a term that gets talked about a lot. It’s like, make sure they’re seen on the page. And I actually wanted to unpack that a little and go a little deeper. What does it actually mean to have your prospect fully seen?

Well, it partly means to have their full range of desires mirrored. That means more than this. Right? To be seen on page also involves their problem, right, their stakes, their situation, their context, all that other stuff.

But in terms of desires, there’s a full range of desire and motivation.

In my view, only one and two really get the most, real estate on a page or explored in one’s research. So these four layers are they’re socially acceptable desires, they’re known and they’re owned desires. So the stuff they know about themselves. This is why I desire this. This is something I’m willing to own and something I’m willing to share.

But everybody, without exception, I would say, I would dare to say, has secret desires and secret motivations, things that they wouldn’t want to say out loud or even confess to themselves. Right? Disowned desires or even unknown desires, things they haven’t even, contemplated about themselves around why they might want something or why they might want to achieve something. So three and four, definitely in that darker, lesser known, disowned territory.

And as a marketer or copywriter, number one and two are really easy to gather and mirror on the page. Right? They appear readily in the VOC and surveys and interviews and message mining because they are known, they are owned, they are socially acceptable, people feel cool and even good in divulging them. So that’s cool.

Number one and two are easy. We got that on lock. Number three and four, more rare, but I would argue definitely no less powerful and maybe even more powerful. Right?

There’s kind of this operating theory that that which gets disowned may have greater pull. Right? And people may not even know why these things pull them. But three and four, definitely strong strong strong motivators.

The unknown, the disowned, and the less socially acceptable desire. So I’m gonna give you a little story from a past life. Two thousand six, two thousand seven, one of my first jobs, like, after I quit corporate life was a personal trainer at a gym.

And one of my roles was to, get people to move from thirty dollars a month memberships to personal training packages. And, you know, very typical sales script, like, what’s your motivation? What are you doing this for?

And almost universally, this is more common in men, actually. Like, men in their thirties and forties, they would say, I just wanna stay in shape. Right? I just wanna maintain. I just want to, yeah, I just want to stay in shape. Right? That was the common language that we almost knew would come without exception.

And it’s easy to sell a thirty dollar per month membership to someone who wants to stay in shape. It’s really difficult to sell a higher ticket, package, right, to someone who just wants to stay in shape. There’s not a lot of charge or a lot of juice behind that motivation. There’s not a lot of stakes behind that motivation. There’s not a lot of drive behind that motivation.

And me and the gym owner and manager and the other people, you know, on the floor and trainers We constantly have these conversations of, like, how do we get people to actually own a wider and a deeper breadth of desire?

And I think I came up with eight words, right, that I just kind of blurted out randomly that became part of our script. Like, it’s cool if you just want to look good. Right? Like eight words.

That’s it. And whenever we would catch someone who wouldn’t own that full desire, that that became part of the script. It’s cool if you just want to look good. Right?

Like, that’s totally acceptable and a fair motivation for doing this. And that would totally flip the conversation because we were taking the lead in owning this disowned desire for them. We made it safe. We gave them permission to actually say what they wanted, maybe even what they were thinking, but didn’t wanna be judged for claiming as a desire.

So all this to say, people are far, far, far, like, I Yeah. I think I put it in caps. Good. I put it in caps because they are far more willing and capable of sharing virtuous and socially accepted politically correct desires than they are. They’re disowned motivators that may actually be driving the decision.

So one thing that we could do as marketers, as copywriters, as salespeople, and offer creators is to give our one reader a permission slip for the full spectrum of their desires. Right? This is a gift we get to give them. Right? It’s cool if this is what you want. It’s cool if this is your main desire driving this decision.

So we claim it on the page for them or the sales call so that they don’t have to so that they can remain in their virtuous, you know, acceptable version of themselves while feeling like our offer and what we’re, enrolling them into, is all inclusive of that more shadowy desire. Does that make sense? Because I’m throwing a lot of terms really quickly. Cool.

Sweet. So let’s do a deeper dive into this topic, shadow desires and virtual desires. So what is the source? Where are these desires coming from?

Shadow desire, you know, the deep, unknown, underworld, subconscious, ego, typically a shadow drive, right? A drive to be better, to be richer, to be more resourced, to look better, to win over. It’s very competition based. It’s very comparative.

It’s rooted in identities they’ve already lived and motivations they’ve already experienced and therefore have a high degree of charge around. Whereas a virtuous desire, they haven’t really lived that person yet. It’s who they’d like to be. It may be an aspirational ideal, but there’s no experiential data and therefore less charge, less emotionality to that virtuous desire.

And if emotions drive decisions, there’s going to be far, far, far, far more stuff driving the decision in that shadow desire.

The orientations of it. Right? The orientation of the shadow desire is typically more selfish. Right?

How it benefits me, how it puts me at an advantage over others. Once again, very competitive based, even zero sum based. I remember, one of my first really big clients in the copywriting space was to write a launch. And it was one of the first times I quoted a really big package to do the full spectrum of a launch.

And he was saying the whole time, I just want to hire the best. I just want to have the best launch. I just really want to blow this out of the water, right? You know?

And, like, I asked him, like, why is this important to you? Right? Like, because it felt like there’s a lot of charge there beyond just the business doing well.

Right? And his desire was, I don’t like the people who are essentially owning this space right now. I feel like my stuff is better, and my end result is I I wanna be ahead of them in a year from now. I want my name to be the household name in this space.

Right? Competition based. Right? And it took him a while to own that and to state that and to admit to that.

But that was what was driving him signing off on a big copywriting project on the first launch he was doing on a program. So these things are at play, and they don’t necessarily need to be unearthed in every conversation, but we can mirror it on the page in our copy.

Orientation for virtuous desire, typically, it’s going to be altruistic, right, where they’re kind of deflecting it for someone else, for the greater good, for their families.

And there’s truth to this, but it’s not the totality of truth.

Riskiness, right? To own and to admit a shadow desire tends to have a high degree of risk, right? You kind of risk being judged, right? Because these aren’t things that people typically state out loud, right?

These are things that get filtered. And almost rightfully so, it’s really difficult to maintain great friendships and relationships if if you go around talking about your shadow desires. So, high risk in them owning it, and therefore, what a relief when it’s on the page and they don’t have to own it and claim it for themselves. Virtual desire, virtually no risk at all.

Right? They almost look good and sanitized, right, in claiming just their virtual virtuous desire.

Awareness on a shadow desire, it could be totally disowned, or it could be unknown completely, and we’re the first ones to really make them say, you’re right. That is why I want that.

Virtuous desire is something that is readily owned and already there within awareness. So when we’re talking about a sales page or an email that really captivates and draws an interest and intrigue, if we’re mirroring back something that’s already known to them, that’s great. They feel seen on the page. But if we’re the ones to expose a part of them, it’s like, oh, shit. That is there. Right?

Now we’ve really hooked them in on something cool and interesting. So awareness, typically disowned on a shadow desire. Permission, certainly less permissible for them to own a shadow desire or admit to it. High permission, full permission, unvirtuous.

Core emotions, typically on a shadow desire, we’re working in the realms of lust, greed, pride, competition, retribution. Right? Show them, get back at them, prove something to somebody, virtuous desire, joy, love, and cooperation. So there’s a lot going on here.

You can screenshot it, just as a reference point.

But this comes into, yeah, full clarity when we actually start looking at examples, and it’s pretty simple to pull off once you start getting the hang of it.

So examples.

I just kinda crafted this one because I know Abby was working with, a bookkeeper, a client who is working with bookkeepers to leave their nine to five, start a profitable business. So this is like this could apply to anything that teaches people to go freelance. Right? So shadow desire, maybe to be crazy rich, be better than those stuck in the nine to five.

Right? How many people wanna go freelance and feel like they’re getting ahead of the people who aren’t there yet? Right? That is so out there and so rarely claimed.

Right? Give the proverbial f u to a boss that they hate, that always makes makes them work late, and slacks them on the weekend while they’re on family time. So all this would be in the realm of shadow desire.

Virtuous desire, this is what you’ll typically find right in the VOC, right, or on an interview, you know, to provide more for their family, to double their salary, enjoy a flexible schedule that allows them to pick up their kids from school at lunch and take them to Chipotle for a burrito. We don’t have Chipotle in Canada. So I kind of, like, always talk about Chipotle because it’s one of my personal personal unlived desires for more Chipotle in my life. So anyway, just keeps making its way there.

Fitness coach, right? Same thing.

Like virtuous desire, stay in shape. Like, those were the three dreaded words. Being able to play with my kids without getting tired. That is another one, like, you hear all the time.

Get a stamp of approval on annual health checks. Right? All virtuous desires shadow desires. Right? They wanna turn heads, you know, be attractive, all these things that, like, are right there that they just don’t want to claim. So this is really how it works, balancing out the shadow desires and the virtuous desires.

And the problem with virtuous desires is it leaves a whole lot left to be desired. It is incomplete. It is not entirely true. It’s only what our social selves want others to know about our motivations, but that we know is not our true or our complete motivation. So our job as marketers, just because our prospect is leaving it out doesn’t mean we should leave it out as well. So a simple template bringing this all into practice, for weaving in the shadow and virtuous desires.

Really simple. So this is a piece of copy you could put in your moment of highest tension section of the fifteen or sorry, moment of highest pleasure section of the fifteen point sales page in a day formula if you’re using, that template from ten x sales pages or in the desire section within any ADA formula you’re using. This would be something to weave into the desire section.

And it’s simple. So it’s not just about, you know, shadow desire one, two, or three. Right? Or or it’s not about forbidden one, two, or three.

And then validate it. Right? Say, it’s totally cool. If that’s what you’re striving for, we’ll stand with you in that.

Right? So give them permission. That’s the permission slip.

And then say it’s about virtuous desire one, two, three, so that. So it’s kind of a sandwich there. Right? You’re introducing the shadow desires and saying it’s not just about that.

You’re validating it for them, permission slip, and then leaving the desire off. So the last thing you write is the things that they want to feel, like those were their, driving motivations. So let’s look at an example.

So back to the fitness one.

So this is not just about, you know, the shadow desires of filling your iPhone’s camera roll with shirtless gym selfies and loving what you see, and it’s definitely not about the secret satisfaction you’ll get and being the only dad at the camping trip rocking a six pack instead of binge drinking ruined. That reads a little weird, but it makes sense. But hey, don’t let anyone judge your motivations for getting healthy. We’ll celebrate you and whatever gets you moving.

And then the virtual virtuous ones. But at its core, this program is about feeling more strong, vital, and confident in in your body at forty than you did at twenty, setting an exam setting an epic example for your kids and knowing that you’ve set yourself up to stay lean, fit, and healthy while most succumb to a state of slow and controlled erosion. So, you honor the shadow desires. You give them the permission slip, and then you tell them what it’s really about in a way that they would feel good and virtuous in enrolling.

So that’s what it looks like. Very simple, worksheet for you. It’s really just listing what the acceptable, safe, virtuous desires are, listing the forbidden ones.

And this can come through your VOC, it can come through your interviews, or it could come what you believe would be true and lurking, beneath the surface, just based on your knowledge of your audience.

And then essentially, craft it into this formula. Right? It’s not just about shadow one, shadow two, shadow three. Validate it and then share it’s about those virtuous desires.

And just see what that looks like and how that reads as a desire section, on a sales page, on an email, and test it out. You might be surprised in how it flows and just the responses you get, once your reader feels more fully seen on the page. So I think that’s all we got. Twenty minutes.

I’m getting good at these short presentations.

Sort of.

Cool. Any questions, thoughts, comments? We could definitely continue the conversation if y’all have further thoughts on how to elaborate on that or how you might see it applying for the work you do.

I have a question.

Mhmm.

It’s gonna be the same question probably that I ask you every time. Yes. But there was a very, very brief moment in time when my boss didn’t really, supervise me that much. So I was able to try more creative things, but nothing as creative as this because anytime you try to introduce this negative language in SaaS, you get hit with a that’s going to make people feel bad.

So my question is, how do you water this down? I And you’re you’re not gonna like to to answer this kind of question. But what kind of ways could you water this down so it’s still palatable for more of a corporate audience?

Yeah. So it’s a spectrum. Right? I think, like, the core of this is, like, what are the desires that are just a little less safe than the safe ones.

Right? And that are true most of all. Right? So it’s like, there’s no part of this that is shaming or making them feel bad, right?

It’s just saying this isn’t just about X, Y, and Z, and those X, Y, and Zs are the things that they actually want, that the reader really, really wants.

So you’re disowning that desire with them, right, and then wrapping it up with the things that are more acceptable.

So I wouldn’t go extreme with it. I wouldn’t use languaging, especially on the darker, more competitive edges of being so much better than someone else. You could definitely rein in that language.

But what are some of those things that they want that they’re kind of afraid to admit out loud, right? And see what’s a safe version of that, like the five on ten. If the virtuous desires are the one on ten on safety, just make the shadow desires a three or four on ten and see if you can push the envelope to that level.

So what might you say for somebody who’s a middle manager? Because that’s gonna be, like, the most typical audience. Like, a middle manager in sales, or a middle manager in project management or whatever it might be? What’s what might be language that you could use for them? Because nine times out of ten, that’s the person I’m talking to.

Yeah. So, like, what do they want out of the product? Like, what are they buying it for?

Usually, to have more efficiency, more control over their team, get rid of admin, make things more efficient. This is very generally speaking for a variety of different companies, but that’s sort of the concept.

So yeah.

Like, and what does it look like once those are achieved? Right? Is there, like do they get kinda, like, a special bonus on that? Do they get to, wrap up their days earlier because efficiency is in place and admin tasks are off their plate?

Right? So, like, that would be and I’m not saying that this is the accurate desire, but it would be like, this isn’t just about, you know, getting, you know, a glowing review from your, you know, higher ups, and getting to check out on weekends because everything is fully dialed in. Right? And enjoying your, you know, workout without being tethered to your phone.

Right? However that appears for them. This is about x, y, and z. So, like, the shadow desires are still in that play it safe range.

They’re just really kind of like giving a bit more of their selfish motivations, right, versus the altruistic or the company and for the team motivations, if that makes sense.

Okay. Especially if they’re the the decision maker. Right? To get them in touch with some of their more personal, quote unquote, selfish motivations without making them feel selfish for wanting it. Like, that’s the key for it. Make them feel like this will help them achieve what they really want selfishly without them having to feel selfish for wanting it, if that makes sense.

Interesting.

So let’s take let’s take a monday dot com example because that’s the most well known. Monday dot com being a competitor of Asana and Trello and Wrike, and all these other project management tools.

Instead of saying something along the lines of, if you have a spreadsheet with seventeen tabs open and you are tired of reading through long in long email threads, and you feel overwhelmed, or the reverse, the virtuous, which would be you can be a better team manager and help your team members and be more efficient and hit more business goals.

What would sort of be the middle ground there?

So project manager. Right? Like, so so I’ve worked with many project managers, like, who’ve managed me as a copywriter, right, both, you know, internally and also, like, I’ve worked closely with project managers on teams I’ve kinda, like, implanted myself into during bigger launches.

And, you know, one piece of feedback, like, I’ve given project managers who are really dialed in, right, and really streamlined on their process and systems is, like, you know, no project I’ve been on has ever run more smoothly. Right? Like, that’s the feedback they love getting. Like, be the project manager that every freelancer loves working with, right?

That taps into their sense of pride, right? Pride being one of those emotions we talked about for shadow desires.

So pride is a good one to work with as well, because it’s a little more acceptable than competitiveness You don’t need to always go to competitiveness.

But what would make that project manager who’s using Monday feel really good about themselves? Like when they go home and they have dinner with their partner or their spouse, what are they saying? Like, so and so said this about me. Right?

And they’re confiding that to their spouse because that’s that feels safe. Right? But how can we incorporate that into our copy, if that makes sense?

So, like, just what are those little moments that you can Yeah.

It almost sounds like you’re like, all of the benefits that you typically see on a sales page, like, be more efficient, get more ROI, be a better be a better manager. It’s almost like instead of saying, like, the actual benefit, say, be the person that people say this about.

Yeah. Exactly.

Benefit, but just Yeah. Framed it.

Because that’s what they really want. Right? That they can’t say out loud. Yeah. Yeah.

That is a very cool point.

Mhmm. Yep. And you can make the language as, like, safe as it needs to be for any industry. It’s just really about the, quote, unquote, more selfish, personally driven desires for the thing.

Okay. I like it.

Cool.

I have a quest a question.

Let me come on camera. Sorry. So so talking about that and, you know, safe language and and how to weave this in. So assuming you have, like, a big tech you know, like, enterprise tech. Right?

Mhmm.

This is not something where we’re you’re doing sales letter type stuff, and it’s a it’s a they they they live in a completely different universe, and it’s a little bit more buttoned up. So Of course. But I have this situation where I have a product. And the thing is people are really afraid of if they choose the wrong vendor, they’re gonna lose their job, you know, because it’s a it’s a mission critical service.

Right.

So how how have you ever had a situation where you’re working in something like that? Because that’s really what is going on under the surface. They’re they’re, you know, they’re afraid of of they’re afraid of losing their job if they choose the wrong company.

Mhmm. And what’s the upside if they choose the right company?

That’s a good question. I hadn’t you know?

I I guess I’ve been worrying about, like, how to get past this fear that they have of choosing.

Mhmm. It’s that it’s that old thing of, like, you know, nobody ever got fired for hiring IBM. You know? Yeah.

That Right.

The upside would be that nothing happens, really. It’s quiet and everything works well.

I mean, you know, no more no more support calls, no more, you know, emergency meetings because some country is having lag time or whatever.

Yep. For sure.

I mean, this copyright, I’m guessing, like, the one making the decision, right, their main desire is simply to make the right decision, right, in this case. Right?

It it is. Yeah. Yeah. It is. I I mean, some of there’s a certain sub sub segment that’s motivated by, you know, being cutting edge and being on the bleeding edge with technology and doing the latest and greatest thing.

Yeah.

But that’s that’s a certain percentage.

You know, those are the people that tend to those would be, I’d say, like, the ideal customer avatar. You know? The ones that are that wanna be on the bleeding edge are the ones that are an easier sell.

Yep.

It’s the question is how to get those other ones.

Yeah.

Yeah. I’d say, like, this copy is definitely or this kind of format and template is definitely meant for a specific context where the one reading it is the one who stands to benefit, right, and therefore they’re owning their desires, how would we work that principle, right, into, into that enterprise environment? That’s a great conversation. Right?

I think it’s, like, just wherever we can identify any desires that they haven’t claimed yet. Right? And this is mostly going to come out in kinda like the one to one communication, I’m guessing. Right?

Not necessarily on, like, the page.

Yeah. Like, I think I think a fair question is, like, what does it look like when you’ve made the right decision? Right? Like, how is that celebrated? Like, how do you feel when like, maybe it’s literally just watching the new new tech be integrated and having a sense of pride in it, right, that they let it, that they champion it. Right?

Getting to talk about that, right, that they kind of, like, championed and spearheaded this new initiative. Right? So it’s probably more pride, I would say.

Mhmm. Mhmm.

Pride that their due diligence and their decision was behind, you know, a multi six figure, you know, reconfiguration of something. Right? And getting to watch that in real time as it gets kind of implemented. So I would tap into the pride aspects, and, yeah, have that conversation, like, with that kind of audience of, How does this actually play out in real time?

And what are the moments within that that feel really good, really validating? So I think feeling validated is also really important for people, you know, in that position because validation brings the security that they really want. Right? That they’ve really cemented their place within the organization because of this thing that they helped, you know, usher in.

So I suppose, you know, performance KPIs would would be something that would be a a tangible outcome, you know? And that’s not like an ROI thing. It’s like a, you know, uptime performance and stuff like that. So technical those technical performance KPIs, I guess.

Yeah.

Yeah.

Yeah. That makes sense. I think, like, the simplest version of it, and every context has its own nuances. Right?

Mhmm. Yeah. Especially in what that person could admit at lab. Right? A middle manager who’s making that decision might not even answer the question of, like, you know, why do they really desire to do this?

I mean, this would be a VP or a c level person.

You know? A CTO, CIO, the Yeah.

Director of engineering, that kind of Yep.

You know?

Yeah. I think, like, for what a successful decision and implementation means for them in their career and their sense of pride in their position pride in their position and also, like, cementing their status in the organization is probably probably gonna be something to play with, and it’s very nuanced in how you communicate.

Sort of like be the one be the one responsible for for your company’s zero downtime or something like that. Yeah.

Yeah.

Like, a headline that comes to mind. Right? And I’m not saying that we use headlines in this context, but it would be kinda like, you know, you know, this will be on your LinkedIn profile by June, right? Like some big thing that they led. Like that’s what they would be doing with you. Exactly.

Yeah. Like imagine this on your LinkedIn profile, right? Yeah.

So yeah, pride and accomplishment. Definitely play with those two.

Okay. Thank you.

What comes out of it. Thank you.

Hey, Ryan. I have a question. I feel like I work, you know, with, like, the coaches and and course creators where you might have already used this.

I like, I, I really like this technique. Just writing down like the seven deadly thins as ideas for places to find, the shadow desires.

But I guess, like, in the context of helping people make money online Mhmm. Like, is so the shadow desire in that is what they’re gonna do with the money or what they will be able It’s why they want it.

Why they want it. Okay. So I wrote I wrote the three that I came up with were like, this isn’t just about making yourself so personally secure that if your partner emptied your bank accounts and walked out the door tomorrow, you’d be like, solid for the next six months?

Yeah.

Having a program that your clients save rave so much about, they’re even talking about it inside other people’s coaching containers. Mhmm.

I don’t know. That one fell down. I was like, and out earning your early mentors so that your nervous system finally recognizes unequivocally that you’ve made it to the top?

That’s so good. I got chills on the last one. Right? Because it, like, brings in the competitive aspect, and it does so really art really artfully. Right? It’s not just like, crush your competitors.

Like, it’s not so, like, on the nose.

But but competition is a really good one when you can weave it in artfully, right?

Because that’s a really difficult one for people to own.

And I’ve never met anyone who was a hundred percent hundred percent altruistic and cooperative, right? It’s on a spectrum. It’s not like you’re either cooperative or competitive. It’s always on a spectrum. And even if you’re like eighty percent, you know, cooperative, rooting for everybody, there are these shadow parts of us that just want to win. Right?

For the most part, I don’t wanna overgeneralize. Right? So when you could speak to that, even if that’s, like, fifteen percent of who they are, right, or who they’re operating as, it’s such a charged fifteen percent.

And that’s what we’re looking for. Right? The charged part that’s really gonna make the decision.

So I guess my question is like, okay. Two parts. One, because I’m, like, writing about my own audience feels easy.

But do you have any tips for, like, is there a question you could ask in the voice of customer research or like teasing these out of other people’s audiences?

So one thing I mean, I I feel like I always return to this. Right? It’s the sales calls and the sales call recordings, and I’ve consulted with sales teams for, you know, the offers that I’m writing for. Mhmm.

So it’s like, first step, I’ll usually audit those calls. Right? And sometimes you’ll get a hint of that as like, well, why do you really want that? Why is that important? So kind of like those layers of why will sometimes reveal it.

Oftentimes, it’ll only partially reveal it, and then it’s my own kinda, like, empathetic nature, right, that will kinda read between the lines, right, of what they really want, right, but that they’re not actually saying.

So it’s rare that I’ll get this verbatim in VOC or an interview.

A lot of it will be, like, a person who said x, what do they really mean, and what do they really want? Right? And it’s me just kind of, like, bringing it to that level.

And that’s my favorite part about the research phase. Right? Like, it’s easy to get the stuff that’s verbatim. Right?

That’s already there. Right? I’m like, but what does this really mean? A person who said x, what are they really feeling but aren’t divulging?

And that’s usually where, the gold comes from. So, the short version of it is, yeah, sales calls, sales call audits, consulting with the sales team, even consulting with sometimes the customer service manager, if they’re really kind of, like, you know, involved day in and day out with, those students or with those clients, sometimes they’ll get that kind of rich detail that is, like, amazing. So even, like, thirty minutes or forty minutes with the customer success manager.

And they typically love being involved because marketing rarely loops them in even though they should be looped in. So yeah.

Okay. I can I can totally confirm that?

I’ve gotten some amazing insights from customer success Right.

That I never got from sales because they work with them long term. And so sometimes they can see those benefits play out and I never thought to bring in customer success.

I just brought her in because she was really smart and helpful and was was willing to talk to me, and Mhmm.

Like, she gave gold that I was never able to find in the discovery calls on Gong.

Yeah. That’s amazing.

Yeah.

And they yeah. They typically love being looped in because they just have so much to share and, like, no one listens.

Like, I once had a call that had, like, the head of sales, like, the director of sales and the director of customer, success, and, like, it’s like they barely talked to each other, right? I think that’s the first time they were in the same room, like in months, and they were learning things about each other’s departments in real time, and it was so cute. I’m like, Y’all don’t talk, ever?

Yeah. And there’s sort of a hierarchy within go to market teams, and it goes like, sales, customer success, marketing, sales engineer.

So, like, if you can talk to people lower down on the hierarchy, they’re more excited to Oh, totally.

Yeah. They’re like, my opinion matters. Yay. Yep. Exactly. Great point.

But the thing I just wanted to ask is, like, in I guess it’s similar to what, Naomi was asking, but, like, when you are dealing like, you know, on the online coaching space, there’s a whole, like, oh, but talking to pain points is yucky or, like, icky thing. Mhmm. Like, I guess I don’t know. I I don’t know what the question is there, but just I’m, like, getting customers or, like, clients on board with this. Like, have you ever had any pushback to somebody being, like, that’s too I don’t know. It makes the client uncomfortable to use these kind of techniques.

So the only time I’ve ever gotten pushback on this specific technique is when I personally overindulged and took it too far. Right?

Just because sometimes I enjoy writing shit. And I’m like, okay. Maybe this is a little too far from reality. Right?

And it needed to be reined in. Right? So it’s like, as much as possible, like, keep it once again within that threshold, right, of what is safe and appropriate for that industry and for that client and for their voice.

But, yeah, the only pushback I’ve ever got was when I took too many liberties on what was actually true and accurate and real. So you’re really trying to still keep it grounded in realism. Like, what is a person’s desires, like, legitimate desires for this, that they’re unlikely to be tuned into themselves or divulge even if it were true. Right?

But you don’t want to make assumptive leaps that are just too far out of reality. Right?

So it’s like in the example that you wrote, can you can you, like, read it out loud again?

Like, I just wanna Just the last one about out earning your early mentors.

Yep.

So that your nervous system finally recognizes unequivocally that you’ve made it to the top.

Yeah. Like, I don’t think you would get pushback on that cause that is such a legitimate desire, and you’re connecting it to overcoming that pain point of feeling anxious and destabilized in your career and your standing within it. Right? Like, and what you can do when you have pushback, right, is once again, like, you could link back that statement to voice of customer data that suggests that without saying it. Right? Like, someone who divulged this on the VOC or on this survey, they’re not saying this, but do you see the congruence, how someone who’s saying this would be experiencing this? Right?

So, yeah, I think, like, being being able to match match the shadow desire to what’s actually divulged and be like, no. This is actually is our data.

We’re just kind of revealing what isn’t being said or what’s being said between the lines.

Yeah. And how do you, well, it’s so powerful powerful because like everybody’s be everybody’s speaking to like, you want to make more money, but like, it’s really stand out to be like, we’ll be And, and we know that these are the reasons why.

Yeah. Exactly. Yeah. That that’s a really powerful exercise in kinda make more money offers, right, is, like, the why. Like, what happens when they make more money, right, versus just a claim of make more money or double your salary.

Like, once again, white noise, and it just doesn’t connect to the actual experience of having more money. Right? And typically, it comes back down to security and survival related things. Right? Most things go back to security and survival, and nervous system, you know, regulation, as you mentioned. So, yeah, really great conversation.

And how do you how do you make those judgment calls? Because I consider myself a pretty intuitive person. Mhmm. But making these kind of judgments for people, that you’ve never met, can be a very difficult exercise.

Yeah. So so intuitive leaps when necessary. Right? Obviously, we’re not going to be in constant conversation with the prospects we’re writing for. Right? Sometimes we’re literally just, like, dealing with the data and the survey results, and all we really have are the intuitive leaps we can make based on what we have.

My defense for that is, like, you know, transcribing BOC is really easy. Right? I could do that, and I want us to write a ten on ten sales piece here. Right?

I wanna write something that hits a point that no one else is hitting that could help that prospect, that one reader feel fully seen here where no one else is willing to see them. Right? Like, in Katie’s example, like, that reader and that prospect likely will never have seen an ad, an email, or a sales page, or a sales call, or been on a sales call that suggested this is about outpacing their mentors and finally feeling like they’ve made it. Right?

Like, they probably will not have seen that before. And therefore, when that hits, and if it’s true, you just formed a connection that is incredibly powerful there. Right? So there is an intuitive leap based on data and based on hypothesis, and it’s like this tracks, right?

Someone who said this tracks to someone who would have this desire, and I feel good making that leap and putting that on the page, right? And ultimately, that’s the artfulness of it, right? It’s like using your intuition wisely because to me, like, that is still where there’s so much magic in being a copywriter and being a marketer, right? Like, one day AI is going to have all, you know, all the information to just, like, spit it out, and that’s cool and that’s amazing, but where can we use our own kind of intuitiveness to connect us that aren’t so obvious?

Cool. Okay.

Yeah. That is not a dog. That is my child. Casey, we’re hearing that. Okay. Good.

Zoom noise cancellation.

Sweet. Comes in handy. Sweet. Any other questions or comments or thoughts?

I have a non training related question, but happy to defer until if there’s any other questions about the training.

Can I just ask, can you maybe give some throw out some examples of things that aren’t related to pride or maybe related to some of the other, vices?

So not related to pride? Yeah.

Because I feel like pride is an easy one to understand. I’m interested in how it applies to others.

Sure.

So it’s like let me pull back that slide.

I’m revisiting, like, the seven deadly sins is actually a really good idea. So Jo had a framework on that, I believe, like, a long, long, long time ago. I’d ask her if she can dig that back up.

I think it was her fascinations, the seven deadly sins one.

Maybe. Yeah. It’s familiar.

But, Yeah.

I’ve seen it. I just find it hard to apply. I think the concept is very cool, but execution, I find challenging.

Right. Cool. So pride is obvious.

I I use laziness all the time. I use that all the Mhmm. Often.

Mhmm.

Sloth, I guess, would be the technical sin.

Sure.

I think read is a really, really important one if you can, once again, mirror that artfully because that’s a really difficult one for people to believe is true about themselves.

So it’s kind of like, what does greed look like in a way that isn’t so spiky, right, and isn’t so difficult to accept. Right? Because in some ways, like, any make more money offer is somewhat greed based. Right?

And yet those who buy them don’t feel necessarily greedy in buying them, right, or wanting that.

So it’s like greed is where you kind of like when you’re suggesting out earning your mentors, right? That is essentially greed based, right? Greed and competition. I’m kind of like looping those in together right now.

And you make it totally acceptable because physiologically, that gives you a response that feels like you’re returning to safety, right, and turning to nervous system regulation and all those things. So, yeah, so pride, greed, lust, right?

I mean, there’s literal lust and there’s other forms of lust.

You know, kind of like the, you know, the fitness example I just brought, right? Wanting to be desired, wanting to be attractive, right? That is a form of lust.

You know, and it doesn’t even need to be a sexual lust, it could just be lusting to be liked, lusting for approval, right? So when we talked about the project manager, that is kind of a form of a lust for approval.

There we go.

Yeah. Thanks for sharing that.

So you’re saying essentially that a lot of it is the same desire sort of packaged in a different way.

Yep. Exactly. It kinda gets filtered through, like, these different lenses of these, you know, more shadowy motivations. Right? Or you can call them, like, the deadly sins.

Like, the difference between pride and lust being that pride emphasizes how good you are, and lust emphasizes how much other people envy how good you are. Mhmm.

Yep.

Yep. Okay.

That’d be a way to put it. So it’s like, that’d be a really cool exercise. Like, I’m just kinda visualizing the framework of, like, there’s desire, and then there’s, like, these seven different kind of filters it gets kind of put through and that can have the same idea articulated in seven different ways.

Yeah. Okay. Thank you.

Cool. Yeah. Thank you.

I think you’re good, Katie. Sorry.

Thank you, sir. You guys got totally wrapped up trying to remember all seven deadly sins.

But Haven’t you seen the movie seven?

The Bradford?

Yeah. That’s that’s my reference point, not not the Bible.

I I think that’s everyone’s reference point. It’s like and all I think of it is, like, Brad Pitt at the end with the box and, like, what’s he saying? What’s his famous line there?

I don’t remember.

Don’t know, but I was like, Brad. Yep.

What’s in the box? Yeah. I think it’s that. I don’t know.

Anyway.

So I had a client that I wrote a long form sales page for her hybrid course and coaching program.

And now she wants to launch just the course as a DIY downs well, I it’s not it so it was previously conceived as a downsell, but now she wants to launch that as a standalone offer.

Okay.

Like how and she’s she just emailed me saying, do is it a different sales page or do we just cut the group coaching components out of the existing sales page, which is a beast. Like, it’s like the longest sales page I’ve ever written in my life. So I’m curious to your thoughts on, like, a starting point for that.

Yeah. So she sold it as a downsell before. Right?

Yes. But only on a call. So she doesn’t offer that anywhere. And like, she hasn’t launched before. She just has, like, amazing SEO and she gets a tons of leads that way. So this would be her first launch style.

Yep.

The thing, of the DIY.

And it wouldn’t be within the context of them having, like, not bought, you know, the coaching package, right, or the coaching version. Like, this is really fully stand alone, even stand alone in the conversation. Right? Cool. I mean, if the sales page as it was written, speaks to everything that is still true about that audience, their desires, the problems that the product helps overcome, then I think the path of least resistance and even most effectiveness is just retooling that sales page to definitely remove anything that would be delivered only through coaching.

But, yeah, how do you feel about it?

Yeah, I I did like, I mean, definitely there’s gonna be chunks that need to go because, you know, she’s a, like, she’s a trained therapist. So we talked a lot about the benefits of like talking things through in that group container and everything.

Sure.

I guess, I’m just like, is it a different how much does it change the nature of the relationship? Like, I don’t I don’t know. I feel like because the the tone of the sales page was very much like, I’m gonna walk you through this and, you know, we’re gonna have all of these opportunities for feedback. And I’m I’m just wondering if it well, I guess if you’ve ever done anything like that before, like amending an existing sales page to pitch a slightly different version of the product?

Or if you would Yeah.

I haven’t I haven’t done that specific project before.

Yeah, kind of like definitely an accuracy sweep and an edit and a check, like, a hundred percent.

Even things that are implied or insinuated in terms of, like, the level of intimacy and feedback that they’re gonna have, I would definitely be mindful of that.

The things that are, in my view, like, definitely keepable, especially if the audience has resonated with them before and they’re accurate and true is anything that points to the desired outcomes and anything that points to the the current problem states and, you know, how that’s showing up for them. Like, all these things, if they’re accurate and they’ve been resonating, you can probably keep all of that. Right?

Testimonials might be something to, like, really, make sure you’re being accurate as much as possible. Like, try to get testimonials from those who have gone through the DIY. Right? Or if they’ve been private clients or the ones in, like, the coaching, container for it, I would just, like, make a note, right, like, you know, part of the the coaching container, right, to just not have that, yeah, that kind of, like, insinuation, right, that that’s an accurate kind of, like, one for one.

But, yeah, I think, like yeah. If you feel really good about how the copy presents and how it’s been resonating and the edit is a decent sized job, like, to be clear.

But yeah, I’ll just go for Yeah, go ahead.

At first I was thinking of pitching that in a day rate, but I actually feel like it might need the time and like repeated passes of a project versus trying to Yeah.

Okay.

Yep. Yeah.

Yep. I think so.

But what does that look like for you in terms of, like, the multiple passes?

Like, maybe we could just see Just like coming back to it, like, having more than a day to, like, kind of, like, leave it, come back and make sure that I haven’t missed something where they’re talking about a a call or a Yep.

I think, like, the first step of it would be to audit the current page. Right? Like, you know, yellow highlighters of, like, this has to go, this has to go, this has to go. Right?

Mhmm. Especially around, like, the languaging, as you said. And say that, like, in this filter and the sweep, I’m sweeping for x, y, and z. I’m sweeping for, like, accuracy.

What’s still going to be true for insinuation around intimacy and access. Right? So, like, kinda list the things you’re sweeping for and auditing for, make the check, and then kinda, like I would present that to her, right, and then say, like, my the next part of my sweep is to, like, remove these sections, make things more relevant and appropriate for the actual experience.

But, yeah, that’s not a one day thing. That’s multi stage, multi step. But, yep, I think yeah, that’s an interesting project. Keep me posted.

Cool.

I have a question. I’ve, I think I’ve asked this to Joe, but I’m interested to hear your opinion because I’m still struggling with it.

Okay.

In my area, meaning I work with mostly Israeli companies because I’ve been working in Israeli tech scene for five years, and so my whole network is here. Mhmm.

And I think that’s relevant because the Israeli tech scene is like, the whole tech scene is struggling, but Israel is struggling a little bit more because there’s less investments because of the ongoing war.

Sure.

So that means marketing budgets are even lower than they would be elsewhere.

Mhmm.

And so more and more companies that I talk to are cutting their paid media budget and putting more effort into social selling, meaning organic social media posts, but they’re calling it social selling because they’re putting a lot more of a strategic emphasis on it than they would have five years ago, or even three years ago.

So my background is more in acquisition, more in demand gen, optimizing landing pages, optimizing web copy, really very, very conversion focused. Mhmm. But the vast majority of people that I talk to are interested in more organic content.

Mhmm.

And so I’m wondering if it’s worth like, we don’t know what the future holds. Right? We can’t necessarily predict, where the market or where the geopolitical scene will be in the next six to twelve months.

But I’m grappling with the idea of, like, I’ve already taken on some of these clients, and I’ve learned a lot about these different forms of content.

I’m wondering how much should I be considering shifting my positioning as a company, to accommodate what I see as a shift in the market, or should I continue with this very conversion focused angle that I’ve been taking?

Yeah. That’s interesting. There’s, like, a few variables at play. Right? One of them you already kinda highlighted is, like, is this shift more kind of, like, temporary and seasonal and cyclical?

Or for all you know, right, or maybe once they’re in that, the ROI, right, is gonna be better than their other paid media channels, and they’re gonna wanna continue, amplifying that channel. So I think there’s variable number one is, like, how confident are you that the demand for that is going to continue and increase?

Right? Like, give that a confidence score on a scale of one to ten. Like, if it’s over seven, right, like, maybe yes or at least making that part of your official services and offerings, would be wise, especially if you think that they’re going to continue, wanting more of an organic presence, right, and more strategies around that.

The next variable I would consider is how necessary is it for you to position yourself as that to gain business in that? Because it sounds like those conversations are already happening just just like in your network, right? And that as long as you’re available to it, you’re going to get those projects anyway. So like, if that’s low importance, then I would wait a little bit, right? I wouldn’t, like, reposition yourself, so immediately. Like, wait to see where that trend line is heading, especially if you don’t need to reposition yourself to get that business, if that makes sense.

Yeah. That’s a really good point because it’s not like, like, it’s not goo Google is gonna disappear. Obviously not. Yeah.

Mhmm. But what I see is it’s becoming more and more common for, or it’s becoming more relevant for larger companies. So if you’re thinking in the VC world, you have series. Right?

Like, series a, series b, series c, series d.

And series a is, like, they still don’t they still haven’t finished building the product. Series b and c is, like, they’ve sort of hit product market bit, but they’re still growing. Series d and beyond is, like, they’ve got their shit together. They’re, like, they’re moving. Like, they have they have somewhat of a working workflow.

And I think that series d is sort of, like, seven hundred employees plus in mind. Right. Like, roughly speaking.

So it’s more like series d and up, where they’re really starting to ramp up their paid media channels. But by the time they reach that five, they probably have enough resources in house to manage that kind of CRO. And so, they’re not really looking to outsource it as much.

And so, I’ve gotten lots of job offers for that kind of position, but a lot newer freelancing the only really freelance opportunities I’ve got is from a reseller, actually, by Monday dot com.

So it’s a very, very different kind of company than the actual fast company.

Right.

And, obviously, the budget is small Sure. For paid media.

Mhmm.

Because if if it’s small, then there’s only so many landing pages they’re gonna have. They’re only gonna have, like, two, three campaigns.

Right.

But I think that I think it makes sense that, like, these because, especially, like, we talk a lot about, oh, am I a copywriter? Am I a conversion? Like but, like, clients don’t care about that language. Like, especially in a non English speaking they just give us content.

Like, what the hell are you talking about? Like, content is content. And content is emails and content is social and content is blog. Like, they they don’t think that way.

I’m actively imagining my Israeli uncle responding to that conversation right now in his very Israeli uncle y voice. Yeah.

Exactly. Like, there’s no word for copywriter in Hebrew. It’s.

What is this? I don’t care. I don’t care.

Exactly. Okay. You got it. You got it.

I get it.

Yeah.

Right. Yeah. So I think that that’s how, like it’s helpful to think, like, if you have to make that dilution, you don’t necessarily have to make it now.

Mhmm.

Is what I’m taking from that.

Yep. Exactly.

Does that, give you something to move with or feel a little bit more sweet?

Awesome. Yeah.

I would add on to that too. It’s also, you know, instead of changing positioning, it’s you’re it’s more like, you know, the right thing to do at the right time and you’re responsive and savvy to what’s going on. You know? Does that make sense?

I mean, look, a girl’s gotta eat. Sometimes you just gotta take the grudges to come to you.

I know how savvy it is, or it’s just like, you know, I wanna Making sure you can eat is savvy.

Not that I owe my last dollar, but, like, I’m not at the point where I’m regularly turning away large amounts of work.

Awesome.

Cool. We feeling good for today?

Yeah. Amazing. Amazing. Amazing. Well, enjoy your long weekends for those taking long weekends.

I’m really hungry now all of a sudden. I’ll just talk about Chipotle and eating and, yeah, that’s my plan. So, yeah, catch you all on Slack. Hit me up if you have any follow-up questions on this as you begin to consider it or implement it.

Definitely here for it. Cool. Thanks, everybody. Take care. Bye.

Thank you.

Crafting Application Funnel Questions

Crafting Application Funnel Questions

Transcript

Cool. I’m excited to share this one.

Application questions. I don’t think they get spoken about very often or at all. And, yeah, when you really think about it, right, they’re like a critical piece of copy, especially in, like, higher ticket, funnels, whether it’s for selling services or coaching programs, and it’s, like, this intermediate piece between your main sale space, if it’s, like, sales page or a webinar or a VSL, and the sales call, it’s like this middle thing. It’s kinda like the middle child of hot ticket funnels, do middle child actually lack love or is that just a myth? I don’t know. Have have there ever been studies done on middle childs or middle children?

I don’t know, shoulder shrugs. Anyway, this is for now, the middle child of high ticket sales funnels, and we’re gonna show some love. So that’s my invitation for you is to show the application, question some love, and your own funnels, and your clients’ funnels because they deserve it. And people make more money when they write good application questions.

So that’s what we’re gonna be talking about. This is how it’s gonna go down. I’m gonna set some really important context on this one because there are some specific nuances around the way I do things, and it’s not necessarily applicable for everyone and everything you’ll ever write for. And then we’re gonna talk about it from the coaching, the conversion perspective.

So what exactly are we coaching on your application questions?

We’ll go through a template, which of course as hyper intelligent people, you could definitely assume creative control on your own and not swipe question for question.

But yeah, use your own conversion backgrounds and orientations to really make it your own. We’ll go through an example. And then Yeah. I invite you to see how and where you see yourself applying it either in your own business or for clients.

So a little bit of backstory.

Or doctor awkward or how I learned to stop worrying and love the sales call. So I’m doctor awkward, by the way. Like, I am the doctor awkward, especially on sales calls.

I don’t have that, like, sleek and smooth, smooth high ticket closer vibe, I kinda just, like, show up and I’m casual, and I hope it’s chill, and sometimes it’s not chill, and I get all sweaty, not nervous. Just like, I don’t wanna be doing this. I don’t wanna be having awkward conversations because I’m already having awkward conversations, like, eighty percent of the day. Don’t make me have another one.

So that was me. And no sales scripts really used to, vibe with me, right, like these highly orchestrated questions that would disempower people and then obviously dealing with price objections. Right? Like, I’ve never wanted to nor have I, you know, gone into people’s, you know, financial histories.

Like, I could never ask people, like, what credit sources do you have access to? Do you wanna sell the gold watch that you inherited from your grandfather to buy this program? Like, like, no to all of that. So a lot of the sales call things that I disliked were in my view, for lack of better word, let’s call them handicaps, right, things that I needed to, Yeah.

Needed to play a more winnable game around. So that was really kind of where these questions were born. It was like, how can I use these questions to set up a better and more optimized sales environment for myself, because what I was really good at, and what I loved doing was I loved helping people make really good decisions that made a lot of sense for their businesses, and that was really good? Had answering questions well authentically, and in a way that made sense, I was really good at helping contextualize people situations, their problems, their desires, things they’re working towards, things that haven’t worked with my program, right, and seeing how these things kinda mesh together.

I was not good at, once again, was money objections, right, getting people, ask that resistance, right, or doing these massive presentations of here are all the components on the program. Like, yeah, I’ll do that on a webinar. Right? But I couldn’t do a sales call where I had to go through a program overview and a pitch every time.

Like, that sounds and was so exhausting. Right? So this was about playing a winnable game because I was a product creator and service provider first, and I still am. Right?

And a high ticket closer and borderline sociopath last. So I had to play a more winnable game on sales calls. And that all started with the application questions.

This really came into focus for me from twenty twenty one to twenty twenty two.

When I had a higher ticket program called automated intimacy, that I think started at three grand, and then we had some packages that were five figure investments. Right? And this this was the first time I was taking a lot of sales calls for my own program, and I learned very quickly what I want to optimize for, what I didn’t want to optimize for, what I certainly didn’t want optimize for as a product creator and service provider first was a ton of calls, a ton of calls that didn’t feel good and a ton of calls that went nowhere. Right?

So this was really kind of the game I was playing for myself to make sure that every call, felt fruitful, felt powerful, felt relationship building, and ultimately yielded a positive result for myself and my potential client. So This was automated intimacy. This is that program I ran. We’d ran three cohorts.

My business partner off from twenty twenty, yeah, twenty twenty, twenty twenty one to twenty twenty twenty two. That’s a lot of twenties in there.

And when I was preparing this, I was just looking back at some of those older stats. Right? And across these three cohorts, we had sixty four total calls.

Only one no show, and it wasn’t because there was some elaborate gift that they would get and showing up like they didn’t need to bribe them to show up on calls.

You know, I think it was a very simple pre call email sequence, you know, in a reminder sequence, but only one no show. Right? So that kinda points to the safety being created on the call, which is one thing we’re really gonna be talking on the session, how do you create safety on your sales calls so that you reduce no shows. And ultimately, we had fifty five enrollments on the sixty four calls. So fifty five positive outcomes out of sixty four calls.

Math eludes me today. I think that’s somewhere around, like, eighty two, eighty three percent. So Not bad. But of course, let’s create some context.

So this was used on a very warm internal list where there was existing trust. So this is probably not going to be the best approach for cold application funnels where they don’t really have the trust or the buy in in you and therefore the willingness to go through what could be perceived as a bit more friction on your application. So this is recommended for program creators and service providers who, I’d say, want to create an appropriate level of friction and filter out pretty much all the poor fits before you waste time and energy on a call that is essentially not gonna be a fit and gonna be dead on arrival and gonna be one of those things where, you know, it’s hour on your calendar, but you’re already kinda thinking about it forty five minutes before, and then you need to kind of recover after if you’re introverted like me and go for a walk and take a shower and listen to music.

And it’s pretty much like a four hour half day investment for sales So, you don’t wanna waste four hours, right, about least mental and emotional energy and thinking about it energy on something that is unlikely to be a good fit. And once again, this is something you could use for your own offers, and or for your clients. So this is something that I’ve bundled into some packages that I’ve created prof created for clients, especially webinar funnels that have pointed to masterminds, write VSL funnels that have led to applications for higher ticket programs, simply asking them, right? Like, you

know, what application are you currently using? Can I take a look? Right. That’s part of my intake process.

And if I feel like their application is causing friction, right, I’ll ask questions. Right? Like, what’s your, no show rate? Like, are people showing up for your call, and this is where I get to dig deeper into problems within the problem and solve for them with better app location. So really good thing to integrate into, declined services as well, especially if it’s relevant, especially if you’re helping them sell higher ticket services, masterminds, coaching programs, etcetera, etcetera.

Cool.

So, yeah, context continued. So this is really an extension of my coaching of the conversion ethos, which is a fancy way of saying that every touch point in your funnel matters. Right? If I’m going to ask a reader, or a pre customer to experience anything, whether it’s written or video, it needs to be intentional.

It needs to have a place. It needs to serve a pre precursor for the final conversion. Otherwise, it’s just noise. Right?

And the more noise you have obviously the less they’re going to absorb the vital points within your funnel. So your application questions absolutely matter. They need to be crafted with intentionality and have purpose behind everything you’re asking.

Not just asking questions for the sake of asking questions, not just having you know, seven questions because you think you should have seven and you’re filling space. You know? Every question matters. You’re orienting their mind in a certain direction with everything you ask.

So having that level of intentionality, as part of that coaching the conversion ethos And in my view, the sales process and the sales conversation itself begins in earnest on the application page, right, intent is there. Right? If someone clicked through onto an application, there’s existing intent, and you get to guide that intention a little bit further down that line towards the conversion. So this is really where that sales conversation begins.

And done right, you’re essentially pre framing the sales call, right, like how that is gonna go down, the information that you’re gonna be talking about and sharing all that sales call. There’s so much that is pre framed just from the application.

It’s a great way to prevent no shows so that you don’t end up, you know, in sad, solo, zoom rooms, you know, wondering why you’re in the Zoom room alone, right, on, you know, Wednesday at two PM with someone who is supposed to be a great fit for your program but decided to go So creative preventing those moments on Wednesday afternoons and generating momentum towards a point of no return, getting them bought in and invested before you’ve even had that Zoom caller that sales call with them. Cool. And then this is my favorite part as captain awkward. Right? Great application questions give you really good starting points on your sales call. Things about them that you can mirror back and say, this really stood out for me. Can we talk more about that, or can you share more about this?

Instead of just asking them how the weather is in Cincinnati.

I don’t know why I’m picking on Cincinnati. I have nothing to gain Cincinnati But I don’t really care what the weather’s like. Right? And everyone knows.

You don’t care about what the weather in Cincinnati. So why would you ask for it? So this really helps you in having authentic starting points for your conversations, great questions, reveal information that allow you to begin calls on, yeah, really cool starting points. So most applications, I hate over generalizing, but most applications do nothing but really ask in some you know, uncloaked way, right, if you have money to spend and are ready to spend it, literally.

Like, I don’t know if you’re gonna be able to see my phone on the screen. But I was just like, I was looking for a Facebook ads person recently, and this was one of the questions. Can you see it? I don’t know.

Yeah. So it essentially says, are you ready to invest in yourself and your biz right now? I only move forward with calls if you’re ready to commit within the next thirty days if we’re a good fit. You know, yes, let’s go.

Not yet. It doesn’t say the price. It doesn’t say anything. It’s act essentially asking you to consent to a blank check.

Which is so frustrating. Right? So no. Of course, I’m not ready to make that commitment of that investment that I’m not even sure about.

And we’re gonna talk about yeah, the reasons behind mentioning your price on the application a little bit later. So, yeah, so much more we could do on our applications, your application auto work far harder than just qualifying someone if they have money to spend and we’re gonna do that through coaching the conversion. So stellar application should and could And maybe I’ll even say must. We gotta chat.

The number of sarcastic responses I’d have for that person, I know. Right? I said them all in my head, and I’m like, oh, I kinda wanna say them all. Right?

So I got I got, like, stuck in not knowing what sarcastic response to sent. I sent nothing at But, yeah, like, it’s frustrating.

So Stella App should have them reflect on why you, so have them selling themselves on you before you’ve even gotten on the call. Have them prove to you why them, so this ties into, the exclusive exclusive empowerment concept in ten x launches and ten x sales pages if you’ve come across that.

So essentially have them qualify themselves to you.

Build trust, magnetism, resonance, so that if it’s going to be anyone, if they’re gonna hire any copywriter, if they’re gonna hire any Facebook ad specialist, it’s gonna be you because there’s that resonance built in already.

Require investment of energy inside and time. Right? So I error, like my application aren’t short as you’re gonna see in a moment.

You know, I think the one that you’re gonna see in a second hopefully took people close to twenty, twenty five minutes to fill out, which is a lot of time, especially for, like, people who are busy professionals and really solid business owners. But the question I kept asking myself is, like, what’s fifteen to twenty minutes if the program will involve, you know, dozens of hours over multiple months? Right? So it’s like a way of qualifying right off the bat, are they willing to put in time as long as they are feeling confident that there’s gonna be an ROI in that time? So, great way to filter out for people who give really short brief answers that really say nothing, that tell they’re just trying to get to the end of it as soon as possible.

Not shaming those people. I’m totally one of those people when I’m just filling out applications without any truths in severity, you know, or true desire. Right? So I should be filtered out of that funnel. Right? I’m not serious enough to make that investment if I can’t take a bit of extra time, like sixty seconds of mindful focus to answer a question fully and accurately.

An application should give them a chance to feel powerful, resourced, capable, confident, and empowered. So these are all favorable states for making larger investments. So this is something that I could, like, have a really long, anal discussion or argument with other marketers around. Right?

I don’t think, especially for higher ticket investments, that you want people buying out of fear, like fear of consequence, fear of missing out, fear of, you know, staying stuck. Right? To me, that isn’t the ideal emotional architecture of someone who invests five grand, ten grand, fifteen grand. On a programmer mastermind.

Right? I want someone experiencing these questions and then experiencing the sales call feeling these states. To me, these are the states that are most congruent with these larger investments, especially larger investments where they’re going to be poised to get an even better ROI out of it. So I love creating context on my questions, on my applications for, having folks feel these states within, right, before getting on the sales call.

An app should also begin mentally and emotionally integrating your into their situation, life, or context, which sounds complicated, and the example that you’re gonna see, how easy it is to do that. And also, once again, give you plenty of material to question them on, mirror back, celebrate them for. Right? It doesn’t even need to be, like, unpacking something they said. You could just honor and celebrate something that they had on their applications. Hey, this really stood out to me as something awesome. I just want to congratulate you on that.

To me, that is authentic, legitimate. Rapport, not, you know, caring about the weather in Cincinnati.

So this is what an app should do and could do We’re gonna make the super practical by going through.

I don’t know at all. It becomes fifteen points.

Such a cool number, fifteen point sales page, fifteen point application questions. I swear I don’t have, like, a secret affinity for the number fifteen. Just keeps happening.

So let me stop this here and we’re gonna actually, you know what, I’m gonna chat out the Google Doc here as well so that you have access to that for later.

And any questions before I pull up pull up, the Google Doc, or are we good?

Perfect. So doc is in the chat. You can save that, make a copy.

And we’re gonna go through the format for these questions, and then the questions I’ve used myself on that application funnel that resulted in one no show. I still don’t know where that person went. Right? I’m at. Like, I really hope they’re okay. I should have followed up. Make sure they’re okay.

But yeah, let’s do it.

Cool.

So fifteen point framework for application funnel questions.

So first one, Very basic, relevance. Am I in the right place, calling out your segments with specificity so someone knows without any doubt that they’re in the right room, that they’re going to have a potential payoff to filling out this application and investing their time in it. Relevant. So a recent recent snapshot as it relates to the goal and program, resourcefulness, number three, right, connecting them to that sense of power, resourcefulness, pride of accomplishment, relevance, and integrating what they’d like to achieve with you and your program, Relevance around the problems they’re experiencing that they want fixed, relevance, and selling themselves, what gives them confidence that you specifically can help.

And then we flip it. Right? What gives them confidence in themselves? So the three exclusive empowerment qualification questions, ethos, right, for residents around your way of doing things, Number twelve is any remaining friction question.

So the questions you have that you feel may create the most friction usually save those for last. Right? Once there’s already all this momentum, all this investment around the first ten or eleven questions, yeah, but the most friction based ones for last. And then I have three, what I call transparency alerts I haven’t seen, Anyone do this.

And I don’t know why. It’s been such a well received thing. People have literally talked about this on sales calls. Like, thank you for including that.

Thank you for saying that. So one of them is going to be about essentially creating a sense of ease and safety on the call. This is where you defend against the no show, really assuring them, right, that it’s not going to be high pressure without saying this isn’t gonna be high pressure. Right?

Because no one believes you when you just say it like that. Yeah, this is where you can use some copy to create reassurance, to create safety.

The second one is really about creating your own safety and your own boundaries. Right, knowing who you want to work with, who you don’t want to work with, this is where you get to really state that boundary and see if they consent to that, if they’re a match for it. And the last one is price transparency. So I’m a big fan of price transparency, especially if you’re a solopreneur selling your own program. If you don’t have a big sales team, if you don’t want to spend a lot of time on a lot of calls, managing price objections. I love.

I just feel so much more confident on a sales call knowing that they already already know the price. Right? That’s just a personal thing. When I know that they already know the investment level and they’ve chosen to be there, I just feel so much better.

And another thing I’ve experienced both as a consumer and from clients I’ve worked with, right, is that if they don’t know the price, there’s a part of them that almost doesn’t want to be bought into your program where it doesn’t feel safe to feel desire for your thing because that desire is attributed to an unknown price investment. Right? So they’re gonna be a little bit more guarded, not necessarily wanting to give themselves fully to the desire, to the excitement, to the possibility of working with you. Whereas if the price is known, if the range is known, That’s out of the way.

That’s out of the room. And if they’re on that call, the focus is really gonna be about making sure they’re a great fit. If there’s going to be a great athway towards that ROI and making sure there’s resonance. And to me, that’s what it means to play a winnable game or sales environment that you want to be able to participate in fully.

Cool. So let’s take a look at how this played out on this automated intimacy funnel. Right? So the first question was really about relevance.

Are they in the right place? So what’s the best way to describe your awesomeness We had multiple choice. You know, number one, I’m a data service provider, copywriter automation specialist looking to level up my skills, differentiate from the crowd, and add high profit product type services to Mustact.

I’m an experienced coach consultant course creator actively marketing my programs to my audience, more three. I might be a newer coach consultant course grader, but I want to set up the most robust marketing and automation foundation possible that will set me up for scale, and I’m ready So very easy for people to see themselves on the page.

All three of these are essentially, people we would qualify. Right? We just wanna make sure that they’re choosing the one that says, yep, that’s me. And the rest of this application will be relevant for me.

Next one, give me a taste of what the last sixty days have looked into your life and business. So for me, the recency aspect is the most important here. Right? Like, I would even go with thirty days.

Like, I want to know who I’m going to be experiencing right now. Right? Like, I don’t want biographical data of, like, what they were doing three years ago or two years ago or even last year, especially in industries where things change so drastically and so sharply.

I want that recent snapshot.

So, yeah, that’s also about creating that relevance to make sure that they are experiencing, movement towards that goal and friction with the problem that my program solves and that that is active, right, happening right now, not something that might happen in the future, or something that happened, like, two years ago, and they still haven’t had movement on it. But, yeah, something they’re actively working towards right now. Question number three, what’s the most exciting and expansive step you’ve taken in your business over the last month or two? So once again, recency, recency matters so much.

And this is really about making sure that, like, they are capacitated to take action, right, that they have some degree of movement and momentum. So this is really about qualifying them to some degree. Right, making sure that they can connect to their power, their resourcefulness, some pride of accomplishment. I want them to feel proud.

Right, of things they’ve done. I want them to feel connected to their ability to do really cool things and get results out of them. So this is really the state that I am trying to engineer with number three, and number four, probably one of the most important questions on this application The phrasing is very specific here. So what are the most vital, heart pounding, business and life achievement you’d like to whiskey or kombucha clink to with us in the next few months.

Right? So it’s like, these are their goals, but it’s very clearly with us, right, inside our program. So this is about tying their goals with your program or your service it’s really subtle, but it’s also future pacing them inside your program where they could celebrate those wins with your guidance. So We’re this in a less clunky way whiskey and kombucha clink is really tough to say out loud, and I never wanna say it out loud again.

But the corp piece of this, right, is like Thai excitement.

Right? Big things, big, desirable things they want. With you and your program. Married those two together, and you’re gonna be setting the stage for them to future pace themselves experiencing those within your presence really powerful stuff.

What do you currently perceive as your biggest misopportunities, leakages, or inefficiencies in your marketing or sales process So very specific languaging here as well. Right? I’m not necessarily looking for those, like, big bleeding neck game points here, like those really big things. I’m looking for kind of those, like, smaller details that a sophisticated business owner would be aware of.

Right? So it’s not necessarily like and I know in my copy, training. I talk a lot more about, you know, Roma burning moments, right, moments of moments of highest tension. This really kind of gets a more expansive view, right, of their motivations for joining.

So, like, what are the leakages, what are the inefficiencies? I don’t wanna be a savior to someone, in my coaching programs. I want to help them seize opportunities and make good on this stuff in front of them. Right?

So this is just a way of framing that question.

And then we move into them selling themselves on you. Once again, this is most relevant for warm list internal lists or you know, I’d say a cold funnels if they’ve gone through, you know, a webinar that would give them some sense of this information and an ability to answer it accurately. But get them to reflect on it. Right?

What gives you a sense of confidence that we might be able to help? Really cool. So they get to start thinking about what really did resonate. Why do I trust this person, and they make that real for themselves?

What resonates about the concept of automated intimacy? So at this stage, I think I already had a PDF guide. I had already done a webinar.

People who are on this application are people who’ve gone through that process. Right? So once again, them selling themselves on a process. Like, why are you interested in this? Right? This gives me a lot of information to mirror back on the sales call and is also really good for, voice of customer data, voice of prospect data, in this case, for your future launches.

Then exclusive empowerment qualification.

Okay. So this is where we go so much further beyond, right, just qualify them based on, you know, are you ready to invest? If you’re a fit, are you going to invest without me even telling you the price. Right? There’s not there’s no way someone can answer that in a way that feels good and empowering for them. Right? So this is where I wanna create questions where if they say yes, right, or if they’re giving, you know, eight on tens, they build their own confidence as they qualify.

Right? So on the scale of one to ten, how confident are you in your or your team’s copywriting abilities? Not only do I want them to feel a confidence boost and putting a seven or an eight or a ten, I want them to feel like they’ve cleared a hurdle that not necessarily everyone else can. Right?

And not only that. It’s all only about how they feel. This is me playing a winnable game where the people who are entering my program. Right?

I don’t think people can have success in automated intimacy unless they have at least a decent baseline of copy skill Right? So this is so important for me to legitimately qualify, potential, prospects or potential members and it’s good for them to clear that hurdle and feel good and confident about it. And then same question about your tech and automation abilities, And then another question, do you have team supporting you and copy automation page builds, or are you rocking these solo? So, yeah, just some questions that they can clear that hurdle of being a good fit being poised to get that result or things that might, you know, signal something that on that sales call, you may wanna ask them about Right?

And this happened very frequently. Like, I’d have people who would say somewhere like, you know, a five on a ten five on five on ten on copy. Right? And I’d be able to go deeper on that topic.

Right? And that might mean that I included some bonuses or included some extra copy coaching sessions or copy reviews copy audits, to really support them in that process.

So eight to ten qualifying them and also making sure that they’re a great fit for your program, giving them confidence to have cleared those hurdles.

Eleven, really light, ethos based. Right? Do you believe that taking the time to explore the nuances of ethical marketing in South Strata is a solid use of time, yes or no. So anything to create resonance on an ethos level is something you could have on eleven. And then twelve was our kind of Big friction question. So all the tech walk throughs of automated intimacy were built in active campaign. It was really best suited, I’d say, for active campaign users.

Even though the concepts could, of course, be translated to any system.

But that was kind of like our big friction question. Right? So, you know, we ask that at the end, do you currently use active campaign? Or if not, would you be open to migrating?

In the end, Yeah. We didn’t need people to be on active campaign. They were smart enough to make it work in in birdkit and HubSpot and all sorts of other programs. But, yeah, biggest friction question, save till the end once there’s been all this momentum and investment already made, leading up to it. And then the transparency alert. So number one, designed to prevent no shows such a waste of time and money, showing up for calls where your prospect goes on you. So demoralizing.

So transparency alert number one, your call will either be with myself or Phil, aka the co founders of automated intimacy, we’re not hired gun salespeople or closers, but we’re damn good at knowing if AI will be the right fit for you because, well, we created it. Is that cool? Yes or no? Right? So this is creating safety.

Transparency alert number two, this is about stating our boundaries, people we just don’t want to work with. Right? So we do best with self sufficient entrepreneurs and business owners who don’t have some urgent life or death problem. That they need us to save them from, yes, solving problems is cool and something we’re great at, but helping you scale up these new ops and get from great to f and epic is where we love to play with us on that.

Yes or no. Right? So this is where we protect our own space from people who need us to save their businesses, right, and all of the pressure associated with that. And then the final one, the big one, the price one.

So, yeah, no discussing it and no use hiding it in my view.

The investment for AI ranges from four to fifteen k depending on the level of one on one support. You would most that would most serve you at the stage. If you’re a solid fit with a clear path to an ROI, are you empowered to make the time energy financial investments without stomach clenching fear maxing out your credit cards or sacrificing your enjoyment of spa days, shiatsu, massages, and organic grass fed steak. Yes or no.

Right? So a few techniques at play here. Right? Like, I do enjoy, mixing humor with what could otherwise be kind of a charged and contracted questions.

That is more of a technique thing, injecting some humor into this type of question.

But really this is about creating that safety, right, where they can give a very real and true Yes or no. Right? And I feel so good. Like, I remember when these applications would come through.

Like, part of me would almost, like, immediately, like, scroll down to their answer, of question or the transparency alert, because if I saw, like, yes, there. Right? Like, I just got excited about that call because I just felt like this was a call where I can show up and serve this person really kind of contextualize their situation with what we’re doing inside our program and be fully focused to, like, create that pathway, like, how can I make this person five times that investment in the next three months? Like, that was a really empowering question for me to enter these calls for knowing that they were already aware of this element.

So once again, a lot of people would disagree with being transparent about price. And there may be very good reasons not to. Sometimes. Right?

And, you know, to me, if you’re going to talk about price and ask people if they’re empowered to make a decision, say the price. Like, Don’t do this one. Right? This one kinda sucked saying, you know, are you willing to write a blind check?

But in most cases for a service provider, where someone at least senses the value you’re bringing, right, and the stakes and the costs related to their problem.

Like, you shouldn’t have a problem stating your price. Right?

And if they’re going to have a lot of resistance to it at this stage, You know, obviously, they’re gonna have resistance to it on the sales call and how equipped, willing, and even to some degree desiring are you to have, you know, thirty minutes or forty minutes around price objection. Right, around asking them about how much money they have in their business account about their sources for credit, about, you know, making and this is where you kinda get into the territory, right, of, like, guarantees, right, that you didn’t wanna be making, right, as well as making promises that you can’t necessarily always keep.

So I don’t know. I feel like transparency alert number three, being very clear on the price. Really sets things up for clean sales call, and one where you get to stay, more likely in your zone of genius. So, yeah, that’s what I have on these fifteen questions.

This is a long application. It doesn’t need to be this long I encourage you to see kinda more of the methodology around what we’re coaching throughout it. You could certainly shorten it, depending on your audience.

But yeah, start being mindful about your application questions, what role and what role they serve in your overall sales process and how you could actually have it, move the needle in some key areas before your sales call and also set the stage for type of sales call that you feel best participating in. So that’s what I got. I think we got twenty more minutes for conversation about how and where you might see yourself applying this. Any questions? And Yeah. I’m gonna take a sip.

Great stuff, Ry.

I you gave us a little bit of of a hint of what the sales funnel looked like. Could you map it out a little more clearly just so we have a better sense of where this all comes together. Yeah. For sure. So we launched this one three times each funnel looked a little bit different.

The first one was a webinar to an application.

The second one was, well, webinar sales page. So we had, like, the application button on the sales page.

So, yeah, they were either coming from a webinar, a long form sales page, or I think we also had it in the PDF guide, which was like fifteen page, like, really thorough breakdown of what was inside the program. So these people were product aware. For the most part, they were really kind of sold on the ethos of the program.

But yeah, great question because that context certainly matters, especially if you’re gonna be asking people like what resonates most about, you know, the program.

So, yeah, thanks for asking it.

You’re right. Since you have such a familiarity now with my seasonal sale kind of packages and ideas, just off the top of your head. I know I’m putting you on the spot, but are there any because obviously this was more of a, you know, for mastermind and all that kind of thing. But for a service, are there any other side notes or anything we should know if we were going to do this for example, to sell a higher ticket package or something like that, a productized service?

Yeah. Of course. I think Well, I guess I’d start my question with a bit of a cheat question and ask you, like, how your application currently looks, you know, what you’re currently doing there.

You know, honestly, what I’m currently doing there is it’s I think it’s the exact same because I I wasn’t happy with my form play I think I was doing type form but so I send them right now. It’s the same application as my contact us. It’s not It’s not specific to the seasonal sale. So very little and not targeted at all.

Got it. Yeah, I think that aspects I would certainly borrow from are qualifying them very specifically around their trustee or team makeup or whatever is needed on their end to be able to implement what you do really well and get results from what you do. Right? I think, like, that’s the biggest piece for me.

It’s like, if I were you, I would wanna make sure that anyone I am getting on a call with or creating a proposal for is at least well situated in their business and their team makeup. To work with you. So, yeah, I think that that would be, yeah, that would be probably the most important part. And then, obviously, like, this can blend into, you know, their current list size, right, their current sales volume, you know, amount of, like, SKU numbers, like, just things that matter for what you do, essentially.

Cool. Cool.

Ryan, when we have, some more time to review the doc you shared with us and as we’re creating you know, there’s just, I was trying off the top of my head to come up with, well, what would I ask right there? I’m not sure. So as we’re coming up with our own questions for these things, can we, tag you and just throw ideas and get your feedback a little bit?

Yeah. Of course. Please do. Okay. I love that. Yeah. Cool.

I just I’m not good off the top of my head, especially the ethos kind of thing.

I struggle with that kind question.

And so I can’t think of any right now to throw at you otherwise I would.

Yeah. And I mean, there’s certainly, like, audibles that you can call for your audience. Right? So, like, ethos matters a lot to my audience and my list.

Right? Like, they’re mostly you know, smaller business owners, service providers, and, like, they’re humans. Right? And I mean, I know everyone who buys us human, but, like, you may not ask that question to an ecomm company unless you can really see clearly that they would share resonance around a certain belief or a certain way of doing things.

And that may tie in, right, especially I think you mentioned on a previous call that, like, you want to own that how did you word it?

I don’t wanna, like, butcher your Oh, the Bernae Brownos?

Selling stuff that part?

Yeah. That selling stuff is good. Right? Or Yeah. However you worded it.

Oh, yeah. Oh, I know what you’re talking about.

When I went on my tangent about there seems to be this, oh, selling products is just encouraging people to acquire stuff, but Right.

I wanna fight that with products solve problems.

I think so. So, like, that’s a really cool ethos. Right? If there’s a way to articulate that in a clean way that matters and would resonate with your potential buyer? And, yeah, of course.

Okay. No. That’s thank you. That helps. Actually, now that’s got my brain. Okay.

Cool.

How would you, one of my recent leads, it’s This is always the one when you have it’s fine when I have an e commerce company in my head because that’s clear. But then when I have for example, I have a a fractional CMO reach out recently and do my latest project with and so I’m not you know, it’s her client that that’s an e commerce client and all that. Do you how do you modify when you know it’s the client of the client? Know what I mean?

When it’s the client of the client.

Yeah. So if I’m talking to someone who owns Yeah. I think she’s considered her own agency but yeah that’s always the one where I’m sitting there going. Oh, if I could just think of one person if it’s if I’m talking to the marketing person or the the CEO or whoever it is at a e commerce, then I’m good. I can think of that one person. But when I started getting more CMO and this whole fractional thing, I was like, oh, I I struggle with thinking two people, but making a common anything, really.

Yeah. Is the fractional CMO the one who’s really kinda making that decision or you know, and evaluating the process?

Or Yeah.

Yes. But she still has to go to her client and say, look, I found this person, this is why I think we should hire. And then they give the yeah.

So it’s that kind of relationship.

So I I are on the side of catering it to the CMO. Because unless you first sell them, you’re not getting to that next level anyway. They’re not gonna bring it bring it to that second stage.

So I think, like, It’s two phase. Right? Like, you definitely wanna cater those initial pieces of your funnel and process for that CMO. They’re the first gatekeeper. They’re the first CS you have to have. Right?

Yeah. Yeah.

And then sometimes, like, A really simple question to ask, right, is like, what will empower you most to take this conversation to the company. Right?

Oh, yeah.

And allow them, right, because that process could look different in many different contexts depending on their relationship with the company. So it’s like, what would help you be most successful in going to so and so with this. Right?

Yeah. Yep. That’s great. Thank you.

And and let them share that with you so you could be really collaborative in getting it across the finish line. Okay.

Cool.

Thanks for those questions.

Alright. Anything else for today or shall we wrap it?

I’m good. I think we’re I think we’re good. Yeah.

I just got ISBNs for my new book. I’m excited. Yeah.

Oh, did you how many did you get?

So Maybe you can correct me on this, like, in Canada, you get them for free. Right?

You do. And it as an American, it’s so far. Trading because we have to pay for every single one.

Yes. You do. I’m like, they’re like, how many do you want? I’m like, a hundred.

So, yeah.

Yep. And I thought it would take, like, forever to get them, but only took two days even over the holidays.

So Oh, nice.

Time to rest.

We had to wait.

We had to wait for Joe’s for a little while. So that’s good. They’ve gotten faster.

Yeah. Yeah. So I don’t know. I’m gonna write a hundred books now to use all my ISBNs and not feel like, you know, I was greedy and frivolous and asking for a hundred ISBN.

So Oh, but if you think about it, there’s if you think about all the different formats and files you could have for one book, It’s surprisingly a lot. So Oh, totally.

Yeah. Well, I’m I’m stacked with ISBNs now, which I’m really happy about. So Yeah. Awesome. Cool. I definitely wanna talk more about, yeah, your publishing experience at some point because it sounds like you’ve done significant amount of that.

Oh, yeah. Happy to yeah. Abby and I actually were talking about that recently. So and I think Joe said that we would, at some point, when there’s enough people wanting to talk about it. We would. So, absolutely. But, yeah, reach out.

Really cool.

Awesome. Well, great hanging with you, Jessica Randall. And all those watching on the replay. And, yeah, enjoy the rest of your week. We’ll talk soon.

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.

Building Your Authority Site

How to Build Your Authority Site

Transcript

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What specific outcome?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

We’re deepening that trust.

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

Here’s a couple of examples as well.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Any questions so far?

Yeah. I have two.

Yeah. For sure.

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

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

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

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

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

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

That’s what I would suggest doing.

Okay. Thank you.

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

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

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

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

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

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

Oh, really?

I used them.

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

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

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

Cool. Thank you.

Yeah. No problem.

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

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

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

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

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

Dominate that. Move on to the next.

Well, thank you.

Yeah. No problem.

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

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

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

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

You may start with a page.

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

Okay. That’s helpful.

Shane, can I ask a visuals question?

Sure.

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

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

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

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

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

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

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

Okay. Thanks.

Any other Everyone’s so quiet.

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

It depends on yeah.

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

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

What type of results?

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

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

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

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

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

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

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

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

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

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

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

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

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

It’s gonna explode.

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

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

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

Yeah. No. That’s good. Thank you.

No worries.

If I can just jump on that question Sure.

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

Good for you.

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

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

Of course. Okay. Cool.

Okay.

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

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

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

Yeah.

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

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

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

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

It’s built into into conversion copywriting. Right?

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

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

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

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

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

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

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

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

Like, do you know that?

As a company as a whole?

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

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

Oh, I’ll be How big is their list?

Ninety k.

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

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

That’s the way I would position it.

Okay.

Sounds good. Thank you. Yeah.

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

Thank you. Yeah. No worries.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Yeah. Yeah.

So yep.

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

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

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

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

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

Said, does that help?

Yep. Yeah.

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

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

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

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

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

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

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

So Let’s see what you’re saying.

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

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

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

Okay. Thank you.

If that helps.

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

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

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

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

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

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

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

Absolutely.

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

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

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

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

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

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

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

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

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

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

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

Add more to their plate.

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

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

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

Sure.

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

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

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

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

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

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

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

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

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

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

Does that help? Does that make sense?

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

So thank you.

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

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

Right?

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

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

Any other, any other questions?

No. Okay.

Or any, yeah, true.

Really quick question.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Yeah. That’s such a good point.

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

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

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

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

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

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

Sell yourself.

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

Boom. Cheers.

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

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

Hobby Acres. Of course.

Join is like if it it’s, of course.

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

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

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

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

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

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

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

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

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

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

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

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

Does that make sense?

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

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

Or is that No.

You think that’s It’s true.

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

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

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

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

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

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

Yeah. Yeah.

Yeah.

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

Or Yeah.

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

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

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

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

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

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

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

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

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

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

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

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

Does that help?

Yeah. It’s awesome. Yeah.

Any other, Any other questions? Anything?

This is more of a comment. Sure.

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

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

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

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

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

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

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

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

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

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

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

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

From this session.

I don’t know if that makes sense.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

No. But it’s but it is.

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

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

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

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

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

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

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

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

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

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

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

A lot of money.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Make sense?

Yes.

Yeah.

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

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

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

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

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

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

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

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

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

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

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

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

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

Make sense?

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

No. Go ahead, Carla.

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

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

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

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

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

And then just strip it down and simplify.

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

I love it.

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

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

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

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

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

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

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

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

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

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

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

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

Make sense?

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

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

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

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

Has anyone noticed those spelling mistakes I make?

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

They don’t care.

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

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

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

Yeah.

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

Any other, yep?

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

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

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

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

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

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

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

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

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

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

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

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

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

None unbooked.

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

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

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

Sorry to rant.

No problem. That was really helpful.

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

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

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

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

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

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

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

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

Cool?

Very cool. Thank you.

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

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

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

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

I mean, yes, if you don’t mind.

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

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

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

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

Yes.

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

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

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

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

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

Okay. Great.

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

Okay?

Thanks, James.

Okay. Thanks, everybody.

Bye. Bye bye.

 

Worksheet

UVP

Worksheet

UVP

Transcript

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What specific outcome?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

We’re deepening that trust.

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

Here’s a couple of examples as well.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Any questions so far?

Yeah. I have two.

Yeah. For sure.

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

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

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

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

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

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

That’s what I would suggest doing.

Okay. Thank you.

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

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

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

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

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

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

Oh, really?

I used them.

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

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

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

Cool. Thank you.

Yeah. No problem.

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

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

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

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

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

Dominate that. Move on to the next.

Well, thank you.

Yeah. No problem.

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

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

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

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

You may start with a page.

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

Okay. That’s helpful.

Shane, can I ask a visuals question?

Sure.

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

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

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

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

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

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

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

Okay. Thanks.

Any other Everyone’s so quiet.

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

It depends on yeah.

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

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

What type of results?

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

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

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

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

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

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

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

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

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

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

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

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

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

It’s gonna explode.

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

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

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

Yeah. No. That’s good. Thank you.

No worries.

If I can just jump on that question Sure.

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

Good for you.

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

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

Of course. Okay. Cool.

Okay.

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

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

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

Yeah.

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

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

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

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

It’s built into into conversion copywriting. Right?

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

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

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

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

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

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

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

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

Like, do you know that?

As a company as a whole?

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

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

Oh, I’ll be How big is their list?

Ninety k.

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

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

That’s the way I would position it.

Okay.

Sounds good. Thank you. Yeah.

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

Thank you. Yeah. No worries.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Yeah. Yeah.

So yep.

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

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

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

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

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

Said, does that help?

Yep. Yeah.

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

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

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

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

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

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

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

So Let’s see what you’re saying.

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

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

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

Okay. Thank you.

If that helps.

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

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

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

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

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

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

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

Absolutely.

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

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

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

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

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

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

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

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

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

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

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

Add more to their plate.

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

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

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

Sure.

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

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

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

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

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

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

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

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

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

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

Does that help? Does that make sense?

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

So thank you.

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

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

Right?

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

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

Any other, any other questions?

No. Okay.

Or any, yeah, true.

Really quick question.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Yeah. That’s such a good point.

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

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

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

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

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

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

Sell yourself.

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

Boom. Cheers.

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

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

Hobby Acres. Of course.

Join is like if it it’s, of course.

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

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

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

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

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

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

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

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

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

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

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

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

Does that make sense?

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

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

Or is that No.

You think that’s It’s true.

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

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

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

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

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

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

Yeah. Yeah.

Yeah.

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

Or Yeah.

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

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

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

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

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

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

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

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

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

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

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

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

Does that help?

Yeah. It’s awesome. Yeah.

Any other, Any other questions? Anything?

This is more of a comment. Sure.

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

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

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

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

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

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

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

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

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

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

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

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

From this session.

I don’t know if that makes sense.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

No. But it’s but it is.

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

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

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

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

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

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

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

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

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

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

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

A lot of money.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Make sense?

Yes.

Yeah.

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

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

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

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

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

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

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

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

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

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

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

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

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

Make sense?

Yeah. My takeaway oh, sorry, Esther. No.

No. Go ahead, Carla.

My personal takeaway from all of this is let the facts and the data speak for themselves. You know, don’t go down by, you know, I think that my problem is I kinda let myself I just, you know, I get in the way. Like, I just step away and focus on the facts. Like, I think it things are simple to you because you strip everything away and it comes down to the data and the facts. And so to you, it’s very crystal clear.

The benefits and the, you know, what we’re offering. But I think so many times, I, you know, my emotions get involved in my you know, my insecurities or whatever. Like, I bring all that in, I question, bring in all these questions that maybe, I’m making complicating things for myself.

I I work with copywriters because I’m not, like, technically, I’m not a copywriter. I’m a direct response marketer, and copywriters are much better. Like, I understand the psychology behind it. But there’s also there’s the it goes a layer deeper, but I focus on the basics and it’s not.

Some people it’s it’s just that you strip everything down as much as possible and you fold it works for us and it, other people like to be more creative. I’m not I’m not creative. I’m far from it. Like, I’m I just it’s not in my it’s not in my DNA. Right?

But it’s just, I know a lot of copy readers are, but, yeah, it just focus direct response as much as possible, study direct response as much as possible. I think you’ll you’ll like it. It’s all based on data. It’s really straightforward, right?

And then just strip it down and simplify.

It’s fine. When you think about it, all the stuff you can do? Yeah.

I love it.

And then you’ll start making money for yourself, and then you’ll realize, holy crap. Why why why am I not why am I doing this for other people? Right? And then then you get into the real fun stuff. And then it’s all about, you know, yeah, and then it’s about enjoying enjoying life. Right?

But I’ve screwed up a lot of times. Like, I’ve I’ve lost over a million dollars. So I’m not I’m not like trust me. I’ve learned I’ve made a lot of mistakes.

I opened up a clinic in LA, literally, I lost from that six hundred thousand. Right? I learned from my mistakes and it’s not I don’t know But that’s the beauty of of the process of direct response, even Joe’s process, you know, testing and learning that’s built into it. It’s baked into it.

Right? Everything you do is an experiment and you go into it, you build your landing page. You you don’t know if that’s gonna convert. Like, it tells us that should be, you know, long form landing pages convert.

That’s not true all the time. I know for a fact that we’ve put up pages and and like a paragraph converted more. It’s like, how the hell is this happening? Or an image we thought would work is it didn’t, or we were messaging was to a product of our audience, but it would they didn’t but then we put up a discount and everyone purchased.

You’re like, this doesn’t make sense. But now you have a control and you can get in there. You can start figuring it out. Right?

It’s not it’s not perfect, but that gives us to I screw up, I fail every day, right? Every single day, I wake up, I make mistakes.

You know, but what you’re feeling is normal. Don’t I feel that way. I hate, presentations. I don’t like presentations. I hate it. I’m I’m logical. I’m not creative.

Right? And I’m I’m what we call visionary. I’m not an integrator. Right? I have teams and I delegate all this stuff to them.

So it’s it’s very uncomfortable for me to do. Right? Because that’s that’s the way I’m just I’m wired.

But you so what I’m saying is those feelings you’re feeling normal.

Right? It’s completely normal. Right? It’s just everyone everyone thinks that.

Make sense?

Yeah. Yeah. Like, it’s, especially with my team, I hear that all the time. So it is tough, like, it does hit me, like, to hear it because I, it’s and a lot of people feel that in the space.

A lot of people think like impostor syndrome, you know, I don’t look like I’m not an expert. People are gonna think I’m an expert. I don’t know my stuff. Like all of that is completely normal and even people who are in the space who are experts and influencers, they all feel the same.

They’ll journal, they’ll have coaches to deal with those emotions, and that’s the trick. It’s like once you understand that everyone feels the same way, and everyone like, I don’t know. I’ll put you on a secret. I don’t know if you guys have noticed on the the slack channels.

I leave spelling mistakes on purpose. And I I do that intentionally because I’m dealing with, like, with, like, you you take those emotions and then you you make them work for you. And eventually you start building this, like, this wall where it doesn’t matter, and then you realize the world doesn’t care. Like, people that really don’t care.

Has anyone noticed those spelling mistakes I make?

See? Like, it’s like, no what, nobody cares. And it’s like, but I used it ten years ago, I would be so petrified and it’s, but it’s building in that stuff. Right? Like I said before, it’s a bit out there. But, like, I’ve gone to a grocery store, laid in the middle of the grocery store to see what people would do. People walked over me.

They don’t care.

I know it’s a bit out there in Farfetch.

It’s a bit wonky, but it just puts it in a perspective, right? But that’s why people get coached They they work with coaches like Joe said. The coaches aren’t teaching you the practical stuff. They’re teaching you how to deal with all these all these these feelings that what you have are normal. Everyone feels. Imposter syndrome, I think, is the biggest thing students deal with. Right?

But it’s normal. Just remember that Do it anyways. That’s the model. Right?

Yeah.

Anyway, sorry to go off on that. It’s during topic of mine.

Any other, yep?

What resources you would recommend to, like, start off learning direct response.

David Olegle, the one of the legends, the tons. Like, there’s, yeah, there’s tons of books. I’ll I’ll put up a bunch of options.

Yeah, but see, the USP is based off of this one’s scientific advertising.

That’s the whole USB concept where it came out. All, like, all of this stuff that were, like, the direct response, the rule of one. All of this stuff is is it’s just it’s been around for like the forties and fifties and just people are building on it they’re putting like the digital spin on it, but much smarter people figured this out way before. Like they would launch million dollar campaigns with paper.

They didn’t have, like, Excel back then. Right? So they had to simplify it. So one of the rules was you just you assign lifetime value to the original channel, such a simple concept, but today marketers think attribution, this that you have to have that.

That’s not true. Oh, you just need first and last. Use lifetime value, your attribution.

Second click, that’s gonna tell you which campaigns are closing. And then or your first click is gonna tell you as long as you link lifetime dot, like, it’s it’s so simple that we like to complicate stuff, right? We like to have all these different models and then Google says, Now you need AI. You need AI to do that. Yeah. It depends.

As long as you’re tracking ROI to the original channel and you’re using revenue then then it matters, But like how many people, if you guys know clients are using Google ads, I can guarantee that they’re using data driven, but here’s the here’s the messed up part. I don’t know. I’m sharing my screen. Right? So let’s say I send the they’re spending all this money and it’s a ten percent close ratio, right? And everyone’s thinking, oh, this campaign’s doing really well, and Google’s optimizing around this threshold because it’s sending you a hundred delays. Here’s the problem.

Only one of them or zero have booked. The client’s losing money, but Google doesn’t know that because you haven’t closed the loop. So Google’s optimizing around this. That’s what data driven is.

You have to pick the metric. It’s scary.

And everyone’s running around thinking everything’s working for them. It’s not because they’re not closing anything. They’re all shitty leads. I’ve experienced that.

Right? So Google’s optimizing for shitty leads because they’re not they’re not optimized running metrics that matter. Right? So imagine if you’re pumping you know, all of this money.

Now you’re getting into this and say you’re five, like, this I’ve seen this. Like, we did a Facebook campaign which on paper was really well. We generate thousands of leads. Guess what?

None unbooked.

Right? And every business owner you talk to, like, I I I literally, like, fired a client one time. I said, like, I’m not they’re like, we want you to do Facebook advertising. I’m not doing Facebook.

Why? Because I know it doesn’t work. Well, why do you know? And they I’m like, because those are vanity metrics, right?

But it doesn’t, it doesn’t, I don’t like Facebook anyways. It’s it’s like a long term play, but anyway, that’s a totally different story.

Sorry to rant.

No problem. That was really helpful.

Yeah. Thank you. But have fun with it. Right? Like, I’ll I’ll give you some resources on it.

Like Joe’s training, obviously. That that’s peer direct response as peer, computers are copywriting. That’s amazing training. Like that that studying, that’s where I started my training.

And then like Joe said, she mentioned to me as well. Study response, the Grates, your David will hold these.

And you’ll notice, it’s it’s pretty straight. They all preach the same stuff, right? And then just, and then you’ll start to you’ll start to see a pattern and give it a couple of years, but it’ll sink in, right? Then you’ll start looking at stuff and saying, oh, that’s this stage of awareness.

Oh, this is stage of awareness, and then you’ll get mail. It’s like, oh, sign up for everything like every I get so many letters and it does my swipe file. Right? It’s you everywhere you go, go to a national enquirer and sign up for all those little things at the end.

Those are direct response marketers. They know their stuff. And then watch what they send you and step back and start analyzing it. Right?

All of those place. What’s another one? Like, what’s another one like inquire? All those book, look at those those full page ads.

They’re making money can guarantee it. Those that’s a lot of money to be put in there. They know what they’re doing. That’s peer direct response and see what they see what they sense, see what they do and learn. Right? I love doing that, so.

Cool?

Very cool. Thank you.

Yeah. No problem. Any, any any other questions or Okay. Yeah. So hope that, yeah, I hope it was helpful. I look forward. Put up the anything anyone wants me to look at.

Like, put it up in the channel and, Oh, do we get a I do have a question.

Do we get a, do we get the competitive analysis template? Will you be sharing that?

I can. If you want, did you wanna copy of it?

I mean, yes, if you don’t mind.

Of course. No. Of course. Any, the competitor analysis, anything else.

I’m gonna share the, let me show the oh, yeah. Actually, this is a good one. Let me show you guys because, you know, Joe talks about your spit draft and wire for me and whatnot, and when you’re doing your, when you’re creating your pages. So this is what to do.

Do do do do bear with me while I open it here.

And then the survey data, you know the training on that where you take your survey data, you put it in your messaging, and then you take you apply proven copywriting formulas after that?

Yes.

Okay. So that is the so that the concept that we went over will share the whole wireframe with you.

But we have, all of the pages mapped out. And then it’s just really the, the what versus the, the how. And then you just focus on what you wanna say. If it’s yours.

Yeah. I’ll take it out for you later, but it’s a whole, it’s a whole sequence that, anyways, I’ll share it with you. I thought I could find it I’ll share all this with you. I’ll share the competitor research.

I’ll, what else? The, this bit draft and wireframe, the survey questions, that we have. So we analyzed all of the, every copywriter known. We we they all have questions that they ask and then there’s also story frameworks.

So we have the we can pile this massive list of questions that are designed to get a a response from different people. And then you can pick and choose which ones you want, and you can ask those. We’ll send those as well.

Okay. Great.

And then just having fun with it. Right? And, but anything else, anything else you want me to look at on the forms? Like, yeah, put it up, and we can, Happy to look at it too. Oh, we’ll send our, the UVP, sorry, the avatar that we use as well.

Okay?

Thanks, James.

Okay. Thanks, everybody.

Bye. Bye bye.

 

Using AI to Automate Your Proposals

Using AI to Automate Your Proposals

Transcript

So what we’re gonna do today is we’re gonna go through, automating the process to send client proposals. And this is the process we use, and then I’m gonna share the, the spit draft as well. And then, there we go. So it starts with, there’s a couple of key pieces that you want to use when you’re creating your service catalog or when you’re looking to automate the process. And this is how we’re using AI in our agency. We’re really we’re looking at every stage of the the customer journey, and we’re seeing how we can automate or what we can automate.

And then we’re creating processes and systems around that. So, it starts with your service catalog. So this is an example of a service catalog from we swiped this from AWai.

So these these services are actually recommended based off of some study they they perform. So these are the top eighty, conversion copywriting services that they recommend.

So what we’ve done is we’ve we’ve taken these and we’ve, created a brief description about each one, including also what the final deliverable is, the price, and also the timeline.

So this is the first step that you would do to sort of automate the process. One thing to consider as well is, not just the service catalog, but if you have product ties services, then you can create a sort of a catalog of productized services as well. Right? That’s that’s really gonna speed things up.

I’ll include this list as well in the, in the prompt. Now once you have your list of, or your service catalog, the next step, of course, is your statement of work. So the statement of work that we pull from is actually Joe it’s the same one that she uses for Air Story. So it covers all the main pieces, the need, the solution, our services, our team engagement timeline fee, fee summary, payment schedule, next steps, terms and conditions, all all the good stuff.

Once you have your template, which, of course, this is available to everyone, the second step is getting ready for your discovery call. Now the one of the things you need to do is during your discovery call or you should do is use, consultative selling questions. And these are questions that are really gonna probe the prospect because you really wanna get in the mind, understand their their problem, the outcome they want, and you’re gonna use these to guide AI, to draft the, statement of work for you. Now I don’t know what tools everybody uses. We use Nota. I think it’s Nota, so I pronounce it. But in this, you can actually preprogram the the questions that you wanna use.

I did include in the resources action, a bunch of consultative quest selling questions that you can use as well. But in this tool, you can actually pre program them. So then when you’re doing the discovery call itself, these questions, will guide you because it, it, it is helpful, that you ask the, the consulted of selling questions in the same order as the statement of work. You know, you’re starting with the need, which is the problem, you’re agitating the problem.

So you’re you’re aligning the questions to the statement of work, and you’re you’re aligning the framework as well. Now, depending on the tool that you use, you can also program it to, spit out the summary. So when it transcribes the call, it will transcribe it around the that you answered. So you have a nice little package at the end that you can copy and paste and use for, use for the automation.

Now once you’re prepared for the, discovery call, you’re gonna go into the prompt. This is the prompt, and I’ll walk you through each step one at a time.

Essentially the prompt just matches the statement of work. It starts with the need.

The need is now this is important here. I know, a lot of students we struggle with or we wanna capture the voice of customer when we’re dealing the, the prospect after the discovery call. So we found that the best way to incorporate, voice of customer from, from the discovery called transcript is to pretend that you’re a journalist or ask AI to assume the role of a journalist, we found that once you ask Addis in that role, it’s really good at sort of connecting things and using the actual voice of customer in the data.

So the first step is this is called a a chain of thought prompt. So what we’re doing is we’re asking AI step by step to create each each section of the statement of work. So the first thing, of course, is you roll your journalists. The second one is is step one is the need.

We’re asking AI to craft a narrative using direct quotes from the client, during the discovery call, and we want it to outline the the client’s challenges, the solutions, then we go into instructions. Now, there’s a couple of fields here that you’ll wanna update before you use the prompt. The first one is to replace your name. There’s place holders here, of course, replace it with your name.

Replace the, business name with your company name, and, of course, the client as well. We’re gonna actually do a a real client that I had a call with today. Sean, I changed his name for confidentiality reasons, but I’m gonna use this prompt to create a proposal that we can send them to him afterwards as well.

Then we go into instructions.

This is I would suggest if you’re gonna customize this for your own needs is to keep all of all of the instructions to this point. If you wanna start tweaking it, you’ll you’ll build on this. If you wanna make the need section shorter, you’ll just adjust the number characters, if you wanna go for a different voice, this is really where you’re gonna start adding stuff.

Here’s the template, exact same template that Joe has inside of the, the statement of work.

And then, of course, here’s the transcript from the call that I had with the client, and I’ll I will do this with you guys in a second as soon as I I walk you through the process.

The second step is to create your services.

This is this is where the fun part happens. Now, because you have your service catalog here, What you’re gonna do is you’re gonna ask, and AI is really good at this. You’re gonna ask AI to write the need section of your proposal. And then based off what the client’s challenges and frustrations and goals were, AI is gonna analyze your service catalog. And AI is gonna recommend services that you offer to solve the client’s problems, and it’s gonna auto populate that for you.

That’s what you’re gonna achieve in step two. It’s gonna look at your database. You’re gonna upload it.

We included instructions as well. I suggest keeping these instructions because it’s very good at at looking at the client’s problems and then matching the the service and the solution. If you wanna tweak it again, just just continue after after this point. I do suggest we added some personalization.

So as you go through the prompt, it’s gonna it gets gonna use the client’s first name as if you’re having a conversation, and I’ll I’ll show you what I mean by that in a second. Then, of course, we have the template. So what AI is gonna do is AI is gonna look at your service catalog. It’s gonna pull the matching service, and then it’s gonna provide it’s gonna use the copywriting formula problem match take solution, followed by a benefit.

And that’s how it’s gonna present these services to the to the client in the proposal.

Then, of course, we have timeline. Now what’s cool about this is, same scenario. So AI is gonna look at the services recommended from your service catalog. So it’s gonna say, hey, you know, I recommend these many blog posts.

Then it’s gonna look at your service catalog and it’s gonna calculate how much what are we on right now? We’re on the we’re on the price. It’s gonna calculate the price and then it’s gonna update that section for you based off the price that you quoted. So when you do create your service catalog, everything hinges on this, I put a range because that’s what AWS has.

Just make sure you have one amount and always go on the high end, of course. Because AI is gonna use this data to populate the proposal, proposal for your statement of work.

Next section of the timeline, again, same scenario. It’s gonna look at your statement of work. It’s gonna create the timeline. It’s gonna look at how long each deliverable takes, and then it’s gonna add this to the proposal that we’re gonna create as well.

Here’s a quick snapshot of of the output that it’s gonna it’s gonna produce. And I guess we’ll do this real time as well. This is the need the solution, I suggest you you prepopulate this because it’s really gonna be about just a sort of a bullet point.

The services, it’s it’s gonna spit out something like this. It’s gonna follow the formula.

Our team, you wanna prepopulate this. Obviously, you don’t you don’t need I AI for this. Here’s the timeline. So what it did was it’s gonna look at each service.

It’s gonna recommend the landing page. Then it’s gonna look at the timeline And it’s gonna say, okay, you know what? It’s gonna take one to fourteen days based off what you inputted in your in your service catalog. Okay?

It’s gonna give a, sort of, eight to ten weeks a general, a general time frame, then it’s gonna look at budget, and it’s gonna produce a table. And again, it’s gonna take each deliverable. It’s gonna look at the price range or the rate that you you set in your service catalog, and then it’s gonna put match the number that it recommended and then also the final price as well. Payment schedule, these are things you can you can set up on your own next steps. These are general templates.

So what we’ll do now is we’ll go through each sort of step by step process, and I’ll show you how it works. So literally all you need to do is we’ve tested this across the board is just literally copy and paste.

Starting with, of course, go in, you wanna make sure that you replace your name. I did this. Make sure you place replace your company name. I did this and, of course, the client’s name. Then it’s just a matter of copying this over.

This is the transcript from the call. Now what you would do is I just put the script here, but depending on your tool, you would actually just go here and copy and paste the transcript.

As long as you follow the consultative selling questions, it’s gonna ask the questions in the same order, so it’s not gonna be not gonna be a problem. So we’ll go back.

Let me highlight everything.

Okay. We’ll go in, paste it in.

And it’s gonna analyze this. It’s gonna look at the and it’s gonna start crafting the story.

Now what’s cool is if you look at and I included I included the discovery call for you in the in the prompt. If you look at the transcript, and then you look at its output, it matched it word for word. Now, we’ve always struggled with that because AI is really hit and miss. For it to nail that, it’s the role of a reporter.

That’s that that’s what worked. And there’s a big difference if you if you look at this where I said role here, remove this, it’s gonna be hit and miss. But as soon as it thinks it’s a journalist and you can have fun with this too, you can say you’re you’re a journalist from wire magazine or or some other magazine that’s relevant to your client. It’ll take on that set, but it’s gonna look for accuracy and integrity, especially when it’s it’s, you know, it’s stringing sort of, words together or what the client says.

So if you read this, it’s it’s really well written. You know, it, Sean said captivating has challenged. The problem was manifested in the stark numbers around ten thousand monthly visitors. And barely fifty leads.

So it picks up on every point, pretty well. Then it follows the the template, of course. It it met us during, a mutual client. It’s interested in our services.

If you’re okay with this, you can you can redo it if you want. You can regenerate. It’s up to you. I usually just go with the first one.

Then when we go on to step two, step two is this is the fun part. So now that AI is looked at, the call transcript, it understands what what the client is after, the needs, the wants, the challenges, everything. Now we’re gonna ask AI to look at this data. We’re gonna upload our service catalog.

And what we’re gonna do is we’re gonna paste in the second prompt, and this is gonna tell AI to look at our status our our service catalog, I also want you to look at the transcript I uploaded, and then I want you to recommend services that I offer that are gonna solve the client’s needs. And I want you to continue using Sean to make it personal. So click that. It’s gonna analyze the data right now.

Which is really cool.

Here you go. And this has been spot on. It’s it’s recommended the same every single time.

And they’re tailored, you’ll notice it’s using the problematic State solution benefit. It actually highlights. And if you compare this to the transcript, it highlights his struggles directly.

Same thing every single time. It’s the SEO auto responder lead generation page. So it’s it’s been accurate it is good about this. And like I said, it does really personalize this, especially just saying Sean. It doesn’t say Sean Burns. It says Sean.

So if if you’re happy with this, you wanna regenerate. It’s up to you. You can add a service. But the next step I’m gonna do is I’m gonna go in, and I’m gonna look at the timeline.

So now that AI has recommended service that services that solve Sean’s problem, it’s gonna look at my service catalog, and it’s gonna look at the timelines that I suggested. Right? So I said right here is three to five days. And it’s gonna populate this based off of the the services that it recommends.

So in this case, I’m just gonna paste it in. It’s gonna look at the knowledge base again. How you know it’s working, and then it’ll start, it’ll start calculating it.

You know, break it down on phases. It’ll it’ll launch a a phase four for review. Same thing, everything will time. Sean’s feedback, then it’s gonna go in for the final step, which is your investment, the pricing. Now what it’s gonna do in this case, is it’s going to look at your service catalog and it’s gonna look at the price and it’s gonna pull the pricing from this. So I’m just gonna go in and I’m gonna Copy and paste it.

It’s analyzing everything again, making sure it’s there.

Now it’s not when I suggested to do the the pricing, it won’t, because I’m doing a range. I suggest when you do your your pricing stick to one, then it’ll calculate it. There’s an example of a calculating right here, depending on what it is, but that’s for you to try to try to stick to and then it’ll calculate the total here as well.

So now you have all the major parts, and then literally, it’s just a matter of going to the top. And if you’re happy with it, just take this and copy and paste it into your proposal.

Easy.

Your needs section and continue each point, copy and paste, copying and paste, and then print it, you may use a proposal tool or something. I we use right signature and, send it to the client for the sign off on it. That’s pretty much it. And then if, the the key, like I said, is really to make sure that your, your service catalog is the it’s it’s important to follow this framework.

This is your service. This is the final deliverable. Make sure that you include your price. And then, of course, your, your timeline. And just stick to one price as well. Put it on the high end. And, ideally, like I said, you wanna make sure that you if you can stick to product type services as well.

We did this as well with, GMB, which is a product high service that we offer. So it’s pretty easy. Every time we have a call, we just we just let AI in all that it’s for the specific prototype product type service, and then you can start whipping those out of ten templates as well.

Yeah, that’s it. Is there any questions that I can answer? Anyone miss I know a couple of people joined at the beginning. Did anyone miss anything at the beginning?

I I did, but I will watch the recording to catch the five minutes I missed.

Okay. It’s yeah. Just at the beginning, we went over. It starts with your service catalog.

And making sure that you you put every service that you offer. This I included this for everyone here, I’m gonna put this in the link as well. You can put it in the chat right now. But on the bottom, you’re gonna see the the templates.

There’s the service catalog word document. And there’s also, sorry, the statement of work word document, and there’s also the service catalog, as well. And then you can edit those, these are pretty good. It’s a good starting base anyways.

I we swiped this from AWS, as I mentioned. So these these are the services that were they recommended based off of a, study where they they interview businesses or whatnot. And these solved the the most challenges that businesses have. So it’s definitely a good starting point and includes everything from news releases to direct response and and recommended pricing and whatnot as well.

Now, and then we went over sort of the the template that you use for the need. We’re just using Joanna’s statement of work, framework. It’s it’s templated. It follows a formula.

And then, again, depending on, with the which tool, you use for your transcription. If you can align the call to consultative selling questions, then That’s ideal. And then just let AI, do its thing. Is there any any questions that I can answer on the process or the prompt itself?

Sorry. So this service catalog, this is just for AI’s use, or this is something that you also share with the client.

Well, it depends on how you you you wanna use it. Like, if you wanna list your services on the on your site, great.

It depends. Right? It it’s up to you. We use this for AI, specifically.

So it’s not, obviously, you wanna make sure you offer them, but some people have them on their website. Some people email directly to the client. In this case, because you’re using AI, it’s more of a customized quote, right, because it does align each service to to solve a specific problem of the client. Right? So it’s definitely customized. So it’s up to you. Okay.

You should have a list do you have a list of services right now that you that you have to open. Yeah.

Yeah.

Okay. Yeah. Same thing. Just format them. When you’re formatting it for automation, just just to make sure that you, like I said, you wanna include literally, say final deliverable, the price and timeline. And then AI is gonna use this to populate, and it’ll overlay, a copywriting formula.

Okay.

Okay. Is anyone using AI in their proposal process at all? No?

No. A little bit here and there.

But Okay.

Yeah. Read the, it’s really spot on. Like, I couldn’t especially when you get into the to the narrative, like compare and I did include this for you in the in the prompt so you can compare it. It’s spot on. Like, it’s it it nails it, especially when you say act as a journalist, it really wease it together.

And it does it well too. It sticks to the facts, and it doesn’t you, you know, Sean was upset about this. It just says says it’s very it’s it’s very factual, which I like. But if you wanna change your voice on that, you can you can do that as well, but make sure to stick that you’re to you’re a journalist that we we try copywriter We tried direct response, we tried everything, and it was just it never seemed to work until we we, we did the journalist thing.

Any other questions?

I think so I think I know the answer to this, but I have, like, a pretty services guide that I like, whenever with images and it’s designed.

Yep.

Is that could I share that or does have to be formatted like you were showing with the just picking out that those details for AI so that it gets just the salient info.

You wanna format it just the way I have it. Because you’re, in this case, you’re using this to as a database for AI to to populate. Right? So just stick to the basic. It just needs to know the deliverable, the price and the timeline, and it’ll it’ll figure out the rest on its own. But I did include the template for you. Stick to this for the for the AI.

And is there because what I have already is, like, this is for you if, you know, and, like, kind of the benefits then have to know if it’s right for you, is there any benefit to also feeding it that information, or is that gonna work against the statement of work template.

You it def so this is where you can have fun with the prompts. So I chose under services, I chose this formula. Right? I said service name, problem agitate solution benefit.

So if you if you wanna choose a different formula, so say in your your service catalog, you went with a different formula framework. Just match them up and AI will figure it out. That’s it.

Okay. Cool.

And just just put that under final deliverable. Right? And just it just needs a couple of words in that, in that formula, and then it’ll match the two. It does a really good job on on stringing everything together.

Cool. Thank you.

Yeah. No worries.

Any other questions?

I can answer it. So nobody’s, how are people approaching through proposals right now as far as your process?

Is anyone incorporating a AI at all or you’re just you’re sort of winging it with your transcript and whatnot?

The most I’ve used it is like I record the call. I upload the transcript or I get the transcript through Otter. And then I will pick stuff out manually from that and copy paste it into the statement of work, but I am not I’m not using AI to generate the proposal yet.

Or You have to try it?

Okay.

Like, I’m like, okay. Based on this transcript, like, what was the most acute need stated by the client, and then I use it to kind of, summarize themes in that way, but not actually for the building.

Okay. Yeah. Try the, definitely start with a consultative.

Like, use the questions in the same order as the statement of work. It’s like what problem are you trying to solve? You know, what are your biggest challenges? And then just try it out.

You’ll be impressed and then just literally export it. I don’t know whatever tool you use. Just copy the entire transcript and just pop it in. AI is really gonna figure that out.

And it’ll it’ll populate that. It’ll answer the questions. And, like, if you look at the the two, like, the transcript, like I said, it nailed it. Like, it didn’t get anything, and this is consistent across the board.

It’s the same thing over and over again. Right? So it’s it’s it’s just really good at figuring out those patterns and looking for what the client is saying. So, yeah, try it out.

It, it speeded us a lot of work. I was I was pretty impressed.

And this does work. Sean did sign up just everyone just everyone know. So it does. And I guess don’t don’t overthink it as well.

Like, don’t go like, I was guilty of it as well. Don’t go for the perfect proposal and trying to get the perfect wording. Don’t do that especially when you’re working with AI. It doesn’t matter.

As long as, like, it’s you’re using the client’s name, you’re telling an engaging story, you’re using his quotes directly in it. You’re following a formula, send it. You know, don’t don’t get caught up on that.

To try to look for the the perfect setup. Just, yeah, just use it as is, and then it it’ll be fine. And just tweak the the wording if you want. But, like I said, make sure that you you stick to journalist though.

Is anyone having problems, using actual voice of customer in their copy as well?

I know it’s a challenge with a lot of operators like using pulling in the exact words and quotes. Is anyone having issues with that? No?

Oh, yeah. That’s good.

And like I said, I’ll share the, the prompts.

Everything that you need and just make sure that you you go in and you update your, you replace your name and whatnot. And if, like I said, if you’re gonna tweak everything, just just you know, you can you can play with the character, limits. I’ll show you right now. You can, I’ll pop it in.

Is everyone using, chat g p t four?

Yeah.

Yeah? Okay. And so so if you go character limits, just the five hundred, and this is where you can tweak it, have fun with it.

It’ll shorten it up.

But it’s still great at sort of plugging everything together and all the main points. So, yeah, have fun with it.

Has anyone, using AI for any other parts in their business as well? Like, has has used down and done an audit to see what you can automate or streamline or anything?

I use it to strip email addresses out of a big giant list.

Okay. Well, that’ll work.

Yeah. What about actual, you know, production or in your workflow, analyzing voice of customer survey data, anything like that?

I’ve been using it for the survey data. It’s, like, so much faster than coding it, manually.

Yep.

Yeah. We are too. It’s like and one thing you can do as well, just to let you know is we you can use a a story framework so you can use a case study outline. So when you’re when you’re doing the actual call with your customer, you ask these questions in the same order and just let them talk. And then what you’ll do is you’ll just copy and paste the transcript into AI, and you’ll tell AI to tell a story.

Just give it a case study framework.

Like, I can do a session on that to emulate that framework, and it’ll it’ll spit at a pretty good, first draft that you can publish on your blog right away.

Okay.

No. It’s funny that you’re using this because one of my clients developed the sales tool that does pretty much exactly that, that like has the playbook embedded in the, like, It’s like an AI notetaker, like a meeting assistant.

Mhmm.

And you can, like, embed your playbook in the sign. So it’ll feed you the right questions in the right order, and then it’ll create a transcript and upload all of that to the CRM.

Yeah. I just I used this because it was I got a appsumo deal. It was unlimited, so it’s free. I like free, but it just, does everyone else have these features with their tool? Where you can you can guide it the the actual transcript itself.

No. I. Yeah. I find this helpful. So when when AI, transcribes the call, it’ll use it in the same order.

So that’s like your spit draft. Right? And you can apply this to, there’s an article that Joe has on writing your homepage, and it’s a series of questions. So we we’ve used that in the past where we’ve just answered, ask those questions in that order, and then there’s your spit draft.

The the very first draft you can send to the client in their own words. Right?

And the trick is to just load it in here, the same, and it’ll spit out the, it’ll answer it in the same questions, or in the same order anyways.

I don’t know what coaching is but it’s that’s something different.

Yeah so that’s it. Is there any other features or, is there any part of the your workflow that you wanna see how to automate with AI, because I really wanna start getting into we’re using it across the board in our agency, everything from creating content to, creating proposals, to case studies, social media posts, pretty much everything. We’re getting in pretty deep with it. Is there any processes that people would like to see on how we’re using it?

How do you use it for social media posts without making it sound robotic? Because whenever because I tried it several times and like the first time it worked, and then like everyone started to use it, and all of a sudden, AI writing sounded very robotic. It was very hard to get social media posts.

It’s your it’s your voice in your role. You have to assume assume of the role of something and then just, AI is really good at it. It’s just the voice and then using a formula.

Wait. That’s actually one of the easiest we found to do. Is the social media posts. Almost too easy. I’m surprised people are are not everyone’s using it, but are you using formulas, copywriting formulas?

In the AI templates?

Yeah. Like for your social media posts. Not really.

That’s that’s what you want.

So here’s the trick is to go, yeah, you want anything you’re using. So let’s just do you know, pass formula rate, for Facebook.

It’ll you you need to you can use the voice of customer, but you have to parental oops problem. I don’t know what that is.

You have to let AI know, and you can do a template around that.

Give me what’s the topic someone wants to see, post on?

Give me something.

Fun day.

The, as long as you use that problem match day formula, and then you you get clear on your voice, and then give it some guidance. It’s really good at figuring it out.

But that’s the key though is to follow the formulas.

You’re not using formulas at all?

Well, now I write my posts by hand because I find it they tend to work better. Because, like, for example, for my own post, sometimes I’m sharing information, where I don’t necessarily want it to have that story kind of format.

Wanna keep focused on providing value.

Do you have, so if you wanted to, like, have your own voice, so that you can use, AI to to emulate your own voice and then feed it past posts that you’ve done.

Mhmm. And it’ll use your it’ll analyze your pattern and then it’ll start producing content like it was you.

Yeah. That I’ve done before. That can sometimes work.

Yeah. If it works for you, whatever, we we find we use it’s always a role us, like, we we choose, a, like, a a copywriter will say, you could say Joanna Weeb. You could say, AI is really good at picking that up. Like, we do content for doctors as well, and we use doctor voice.

So we we pulled in AI as some really good content around, winning campaigns, and a lot of it is Doctor’s voice. So we’ll use that to feed the database to train AI. And then it’ll write, like, like the doctor’s voice from these from these content. So that that’s how we’re using it.

It’s spot on once you get it trained with the data set anyways. And then you’re just at the beginning, you’re just telling it to assume that rule. And then once it figures out the role and it figures out the patterns, you’re you’re good to go.

Also, there were in in the past, I would keep it all on the same chat so that it would have that memory. But it would that one chat would get overloaded.

And it would get really, really slow after a while, so I would have to open up a new one.

Yeah. So what’s happening is I’ll show you. We use we use, we don’t use, I use, like, chat GPT four, but we use different tools. We have our own not our own, but it’s we use a different one. It’s, it’s chat to team GPT, and it’ll show us here on let me know if you can you can see the screen.

It’ll show you after a while, like the right here.

Right. So this is the efficiency. And after a while, this goes down the more you use it, and it I don’t know the calculation, but that’s what’s happening. So as a bit of the halfway mark, we we shut it down and then we use another because it starts the results start to get wonky. You don’t have that indicator on this, but if you can pick up this tool, I think it’s still available. This is you this uses the API.

From ChapyT at GPT four so you can choose which models. And this is where we store all of our prompts for using stuff and building stuff. Like, I empower teams on this.

One thing I’ve noticed is when that happens, what I end up doing is, asking it to, build me like a brand voice and document.

So then I’ll feed it to the new chat. And then continue the discussion there.

Yeah. That’s smart.

And that’s you can do it too. Like, we we do the same same concept where we to get the doctor’s voice, we have it actually create a style guide from that and analyze it. And then and then before writing content, we load that style guide into the knowledge base, have it analyze it, like I just did first, create a summary of it, and then use that moving forward for the content. You get the once you get to that, like, if you’re that detailed with it and then you control the voice and you and you get it, you can’t tell.

But just putting stuff in and spitting it out. It’s not it doesn’t, and people disagree with this. I I know where the the future’s going with this.

It’s not, and it’s kinda like do I used to struggle with a lot of this stuff publishing it. Like, oh, it’s AI, even in social media posts. I don’t care. Like, it’s good.

It converts. This stuff really converts. Like, we use this for Google ads. We use this for, and I even putting a landing page, I’m like, well, you know what it say I generated?

You know, it doesn’t am I creative enough?

It’s converting. Put it up.

Right? But you know, people have different approaches on that, but just we find as long as you you stick to the proven copywriting formulas and then you overlay the voice of customer, it’s you you have a pretty good foundation to work with. Right? There was a study. There was a study too that did, they compared AI generated headlines versus human and AI just destroyed it.

The conversions were way better, but then it failed in long form copy now, but it’s only gonna get better. Right? Just give it just a matter of time guaranteed.

Can I ask a question? So I was on a webinar for searchy earlier this week. I don’t know if you know it. It’s tool. I think it was developed by Stu mclaren, the Alright.

It’s searchy.

Searchy dot I o.

Is that right?

S e d r I e at the end?

Okay. Yeah. Dot I o. Yep.

Yeah. But with the you’re missing an h.

And basically, like, what they were recommending is that you can upload load, like, the full content of your course. You can upload your podcast, like every all the content you’ve ever created.

And then it builds you a chat bot that will answer questions, and I mean, he’s so he’s the, like, the membership guy. So he’s talking about how this can be used inside of a membership, but, like, I have this program. I don’t know if you remember Shane. You saw it in like the first week of a Yep. Of CSP.

But you know, like, I think the main I haven’t relaunched it since the fall. The main issue with the program is it’s like a lot of money for people to pay to still be writing their copy themselves. So I think before I relaunch it, I need to build an AI component into it.

I’m just wondering whether just seems like a lot of mental investment and time investment to, like, build a custom DP tea or I’m just wondering, I guess, like, if you if the program is, like, here, follow this flow, like, Here’s how you do the research, here are the templates.

What how would you best incorporate AI in a way that people could use it themselves, like, to run with my templates or to run with my concepts.

This like this. So this is your I use this for, so when I purchase a book, what I use is I I download the book and I create a database.

And then, like, this this is a really good copywriting book, and, AI is really good at this. And now I’ll use this as the database to help me craft content.

Like, I have one for eugene Sports. I have, like, different copy. Right? So if I’ll run stuff through, like, as as Eugene Sports, like, what do you think of this? Tell me the stages of awareness. Tell me the market sophistication.

The same concept, you’re just using your templates. So you can include your template in this, and then you could tell me, like, you know, the key aspects of the rule of one, that’s a big one. And it’s it’s tell me about, you know, the rule of one. It’ll it’ll look at the database for that.

And it’ll it’ll spit out and reference it where it’s at in the book as well.

So if you’re trying to do that within a paid program, are you creating a custom database?

Like, that’s a custom GPT or, like, a GPTS that you’ve train on your database, and then you’re just giving people access to that to Got it.

So here’s Flash Kinkade. So Flash Kinkade is, this is a document from AWI, and it’s the secret weapon on writing great compelling copy. And it’s Fletcher KA that tells, you know, sentence structure, all the good stuff. So we uploaded this as a database.

And AI uses this whenever it’s creating content to always achieve that flesh and Kade score. So now when I go here, that’s the database. I can train a chatbot, and I can I can do a new chatbot, and I call it what you want, Fliskinkade score? And I could upload your templates as well if I wanted to. I can create one. Do you want me do you want me to create one with you sometime? And we can Sure.

So you’re gonna You’re in a f f four a I. Okay.

Yeah. This is one of there’s so many available right now. Like, there it’s not.

But that’s that’s what you’re doing. You’re creating a you’re creating a database with your files.

AI, you’re training AI on that. And then and then you can literally share it. Like, there’s options here to share it if you wanted to.

With, your students, and then it’ll use the data from that. We’re we’re working with Jill one one where we’re gonna we’re taking all of her books that she published, and we’re using that as a dataset so you can, like, ask Joe type thing.

Mhmm. Cool.

And it’ll use the information from that to to produce something. Is that what you’re looking to do similar?

Yeah.

Yeah. Yeah.

That’s all it is. Just create the content. Right? That’s the you’re you’re gonna see like a lot.

This is all the the issues you’re hearing in the news right now. We’re like, I I forget who’s suing Open AI. Everyone suing every other everyone else because AI is using all of these data sets and that’s all they’re doing. They’re swiping content and they’re using that to build their data.

And that’s where you’re gonna you’re hearing all these lawsuits right now, but that’s all it is. You just you create your your data set and then I use it for, for direct response. Like, I have all the direct response books loaded. So if I have a question or I’m planning at a campaign, it’ll spit out, like, stage of awareness, market sophistication, then I can say, hey, you know, map it in email sequence for stages of awareness.

It’s gonna tell me. And it’s spot on because it’s a formula. Right? It’s a framework.

As long as it understands the problem, and it has and now you can you can give it access to the internet, which is really scary. Like, there’s another a have you guys used, there’s another tool up there called plexi. Have you guys used it?

This one is crazy. So you can you can, it’ll search the internet. I love this, right? And it’s like, What’s the, what’s conversion copywriting? What’s, what it does is this is the future Google’s toast. So it’ll, it’ll look at the internet and it finds it’s reviewing Joe’s information, and then it’s telling me it’s answering the question for me, but I don’t have to link through, and it’s using all the sources. So how powerful that is?

Crazy.

That’s how we use it.

But so, like, I mean, could you copy this response and put that on your blog as a blog post of what is conversion copywriting?

You can, as long as you say, okay, so what I can do now is I can you can copy and paste this and you cannot overlay a formula. Like, we did a, We did a a video on this where we create content. So we we create content for clients. And what we do is we we look at the top ten articles that are ranking, and then we take that topic, and then we copy and paste it, and then we have AI look at that and you apply the copywriting formula features advantages, and problem you avoid, like that type of formula, and it spins it So it’s actually better content that was originally and that stuff ranks really well.

And it’ll pass plagiarism checks. And as long as you combine that with, like, your role that you’re you’re playing. And we always say, Gary, we we use different copywriters or you can find If you’re in that space, you can ask AI, like, who’s a really well known person in this DIY space or in this space? And AI will tell you And then you’ll say, well, what’s what’s that person’s writing style?

Great. Can you create a style guide based off that person’s writing style? Can you create a persona? It’ll do that for you, then you save that persona and that’s your data set.

And it’ll start running like that.

That’s the future. Like, it’s crazy.

But, like, so these those are citations. Right? Like, the one four three seven. So is it actually sorry. Like, when you say oh, gosh.

When you say that I would a plagiarism test, like, what I actually is that gonna come back as Well, so so right so take this right here.

Right? So just go, you could just guy write this rewrite this, using Problem agitate solution. It’ll do that. Right? And it’s you’re gonna have custom content on it. Right? This isn’t usually as good as, what do you call it?

This is meant more for search engines. Mhmm. But that’s all you need to do.

Right? And it’ll it’ll take that. It’ll rewrite it and spin it. In s e in the SEO world, we used to have tools that literally spin it.

That that’s what they used to do, but people are using, this isn’t a great tool for doing that. But you can put it in, in chat GPT. Right? And you could you could say, what is the rewrite this as problematic state solution?

This is good. And then you would have I’ll just agitate whatever it is, and then you would assign a role, like your conversion copywriter, and it’ll spin it for you.

So same thing. Just your and this is this actually works really well because a lot of the content, like, we because we’re in affiliate marketing. So we our goal is to get stuff ranked, but you know, how do you if someone has a description of a product they’re reviewing, and then we take that description and we apply a proven copywriting formula, you’re putting you’re producing better content. And Google has come out and said they don’t care.

They don’t care if it’s AI generated or human generated. They’ll rank it as long as it’s solving a problem and its quality content. And just by using these these formulas, it’s quality content because it’s a pattern, right, that stuff works. And the and that’s what we do to rank these articles.

Cool.

But I wouldn’t use, like, I hate semicolons. Like, we have a whole voice, right? Like, we have build out your database as well. Like, if you go here, we have different kind of prompts. Like, here’s an agitate, from agitation solution prompt.

We have different writing style guides. Like, here’s a here’s one writing style guide where it’s a flesh kinkade of sixty to seven. So we we have different ways that we want to write. And then depending on what we’re writing for, I could show you content, you’d never know.

Not a chance. And it’s, like, you even hear we have a trained. So this is, based off of, a flesh Kinkade example. Like, you can here, we give it specific, you cannot tell impossible.

Right? So that’s the and it’s just learning this, especially as copywriters, like, I’m direct response, but, like, in lead generation, any of this stuff, this is this is it. This is the future. This is the way it’s going.

And just learn this stuff to build in or to improve your writing style. Right? Not improve your writing style. You can still maintain your style, but if you can take your style and you can create a process from it.

Right? You can automate your own process, automate yourself and replicate, create ten versions of yourself. That’s that’s what I would do. Right?

Can you show us, like, if we’re just using top g b t without the team g b t How do you it that tab that you’ve just had open, like, is there an equivalent here?

Yeah. So this is this is a, you can you can this is a Chrome extension, which is a prompt manager. So you’ll have different we have different prompts here as well. So this this is a really good one. Like, there’s, how to respond, like, I do I do what done. Like, we plan out projects like this. It’s really good at doing this stuff.

Milestones, checklists, smart goals, right like an eighth grader.

This one is good. Improve readability. Like you can paste you just literally paste it in and you tell it to analyze this copy for me. And, and it’ll analyze it. It’ll make it’ll make recommendations.

There you go.

So it’s all about prompts. Right? But you have the if you’re using GPT four, then you can download that and just save all your prompts here. So you just create a new prompt, enter your title, you know, put the prompt here and save it.

Okay. How do you guys how do you get to that?

This this is a Chrome extension that you can you can purchase. Oh, not purchase, but you can, You can download. We I everyone should have access to so we made all of these prompts available, but I’ll share the link, to students.

So all of these prompts here, like your problem out of state solution, all of this here. So this is a really good one actually. This one actually examines your customer service data, your customer survey data, and it it looks for frequency and based off of frequency.

So, it’ll write a one reader for you using Joe’s formula.

And what’s cool about that is it’ll identify all of the hesitations and concerns, but it’ll focus on the top four percent. And it’ll spit those out so you know exactly what to address in your consultations. And we do this what we do in this case is we print these and we give them to the sales people. So when they’re doing a consultation, they they know the exact problem tate exactly what what to say, right, during the the the sales call.

And it’s all about prompts, right? It has really good. So build out your arsenal, right? Build out your, I use this for morning, brain dumps, everything. I don’t know what I’d do without AI right now.

To be honest. And what’s cool is that you can use AI to ask you clarifying questions. So if you if you’re brainstorming and you can actually use AI to talk to AI, so you could say as a project manager, I want you to take the role as a project manager, then I want you to take the role as, a senior pro or some other field, and then I want you to have a discussion about a project, and I want you to figure it out together and then give me a solution. And it’s cool. AI will, like, talk together. Figure this out, and it’ll give you a different perspective. It’s insane.

But that’s using it strategically. Right? You wanna and that’s really the way to look at it like there’s you can really use AI to streamline your processes.

And, like I said, make copies of yourself. That’s that’s the biggest the biggest thing. Right?

Build out your database.

Any other any, any other questions or I can answer for anyone?

Are people having fun with AI or is it just me? Is it every no. Everyone seems excited as AI as I am.

I’ve kind of taken a break because I just kept like losing time being down the rabbit hole. Also, I haven’t done much exploring in the past couple months.

Yeah. Use it. I’ll I’ll share with, I’m gonna do a, training on, we have an Excel file. So really, the key is to look at your processes internally.

Starting with the buyer’s journey. Like, look at your processes and then in each step, figure out what can I use AI to automate or how can I use AI to to to streamline this? Like a no brainer is what I just showed you the proposals. Another one is your your your VOC research.

Right? And you can’t we’re not at the point right now where you can automate everything because if I was to copy and paste this entire, chain of thought, it wouldn’t work. AI is just not it’s too much data for AI to analyze. I have to do it step by step, but it will get to that point eventually.

And then you’re just kinda, like, you’re you’re you’re building it out. You’d be surprised what you can automate. And this is just doing it manually. Like, you can use bots that, you with API integration, you can start connecting stuff, start feeding stuff. Like, it’s, it’s pretty cool.

Any, any other questions?

Nope.

Okay. Cool. So I’ll make the the the prompt available as well and if, I’ll put it in the chat as well, but it’s also available.

And like I said, everything isn’t here. Just, you know, go ahead, copy and paste it. And, have fun with it. And if you do wanna edit it to your voice, like I said, just just start, start adding your the inputs under this, and then you can see it’ll come out with different stuff.

Cool. Yes. Thank you.

Okay. Awesome. And, any questions, let me know. For Another session as well that we’re if we’re getting into this automation stuff, is there anything that people would like to see, automated as far as your workflows or that I can, I’m happy to build something out and, and help you automate it as well, and then we can share it with everybody.

No one’s using ai for anything? We gotta start.

Okay. I think what we’ll do is I’m gonna get, I think the next session then I’ll I’ll share the process that we use to get to that point where you’re you’re starting to automate your business processes and really the process and the steps, and then we can start with that.

And then just literally go step by step, build out your prompts, and then just build soaps, and, and, and document it, and then you’re, it’s pretty, it’s a lot of fun, but you’ll get a lot more done too.

Cool.

Okay. Cool. I will talk to everyone. Any other questions? Let me know. I’m glad to, to answer as well.

Thanks, Shane.

Thank you.

Thanks, Shane.

Transcript

So what we’re gonna do today is we’re gonna go through, automating the process to send client proposals. And this is the process we use, and then I’m gonna share the, the spit draft as well. And then, there we go. So it starts with, there’s a couple of key pieces that you want to use when you’re creating your service catalog or when you’re looking to automate the process. And this is how we’re using AI in our agency. We’re really we’re looking at every stage of the the customer journey, and we’re seeing how we can automate or what we can automate.

And then we’re creating processes and systems around that. So, it starts with your service catalog. So this is an example of a service catalog from we swiped this from AWai.

So these these services are actually recommended based off of some study they they perform. So these are the top eighty, conversion copywriting services that they recommend.

So what we’ve done is we’ve we’ve taken these and we’ve, created a brief description about each one, including also what the final deliverable is, the price, and also the timeline.

So this is the first step that you would do to sort of automate the process. One thing to consider as well is, not just the service catalog, but if you have product ties services, then you can create a sort of a catalog of productized services as well. Right? That’s that’s really gonna speed things up.

I’ll include this list as well in the, in the prompt. Now once you have your list of, or your service catalog, the next step, of course, is your statement of work. So the statement of work that we pull from is actually Joe it’s the same one that she uses for Air Story. So it covers all the main pieces, the need, the solution, our services, our team engagement timeline fee, fee summary, payment schedule, next steps, terms and conditions, all all the good stuff.

Once you have your template, which, of course, this is available to everyone, the second step is getting ready for your discovery call. Now the one of the things you need to do is during your discovery call or you should do is use, consultative selling questions. And these are questions that are really gonna probe the prospect because you really wanna get in the mind, understand their their problem, the outcome they want, and you’re gonna use these to guide AI, to draft the, statement of work for you. Now I don’t know what tools everybody uses. We use Nota. I think it’s Nota, so I pronounce it. But in this, you can actually preprogram the the questions that you wanna use.

I did include in the resources action, a bunch of consultative quest selling questions that you can use as well. But in this tool, you can actually pre program them. So then when you’re doing the discovery call itself, these questions, will guide you because it, it, it is helpful, that you ask the, the consulted of selling questions in the same order as the statement of work. You know, you’re starting with the need, which is the problem, you’re agitating the problem.

So you’re you’re aligning the questions to the statement of work, and you’re you’re aligning the framework as well. Now, depending on the tool that you use, you can also program it to, spit out the summary. So when it transcribes the call, it will transcribe it around the that you answered. So you have a nice little package at the end that you can copy and paste and use for, use for the automation.

Now once you’re prepared for the, discovery call, you’re gonna go into the prompt. This is the prompt, and I’ll walk you through each step one at a time.

Essentially the prompt just matches the statement of work. It starts with the need.

The need is now this is important here. I know, a lot of students we struggle with or we wanna capture the voice of customer when we’re dealing the, the prospect after the discovery call. So we found that the best way to incorporate, voice of customer from, from the discovery called transcript is to pretend that you’re a journalist or ask AI to assume the role of a journalist, we found that once you ask Addis in that role, it’s really good at sort of connecting things and using the actual voice of customer in the data.

So the first step is this is called a a chain of thought prompt. So what we’re doing is we’re asking AI step by step to create each each section of the statement of work. So the first thing, of course, is you roll your journalists. The second one is is step one is the need.

We’re asking AI to craft a narrative using direct quotes from the client, during the discovery call, and we want it to outline the the client’s challenges, the solutions, then we go into instructions. Now, there’s a couple of fields here that you’ll wanna update before you use the prompt. The first one is to replace your name. There’s place holders here, of course, replace it with your name.

Replace the, business name with your company name, and, of course, the client as well. We’re gonna actually do a a real client that I had a call with today. Sean, I changed his name for confidentiality reasons, but I’m gonna use this prompt to create a proposal that we can send them to him afterwards as well.

Then we go into instructions.

This is I would suggest if you’re gonna customize this for your own needs is to keep all of all of the instructions to this point. If you wanna start tweaking it, you’ll you’ll build on this. If you wanna make the need section shorter, you’ll just adjust the number characters, if you wanna go for a different voice, this is really where you’re gonna start adding stuff.

Here’s the template, exact same template that Joe has inside of the, the statement of work.

And then, of course, here’s the transcript from the call that I had with the client, and I’ll I will do this with you guys in a second as soon as I I walk you through the process.

The second step is to create your services.

This is this is where the fun part happens. Now, because you have your service catalog here, What you’re gonna do is you’re gonna ask, and AI is really good at this. You’re gonna ask AI to write the need section of your proposal. And then based off what the client’s challenges and frustrations and goals were, AI is gonna analyze your service catalog. And AI is gonna recommend services that you offer to solve the client’s problems, and it’s gonna auto populate that for you.

That’s what you’re gonna achieve in step two. It’s gonna look at your database. You’re gonna upload it.

We included instructions as well. I suggest keeping these instructions because it’s very good at at looking at the client’s problems and then matching the the service and the solution. If you wanna tweak it again, just just continue after after this point. I do suggest we added some personalization.

So as you go through the prompt, it’s gonna it gets gonna use the client’s first name as if you’re having a conversation, and I’ll I’ll show you what I mean by that in a second. Then, of course, we have the template. So what AI is gonna do is AI is gonna look at your service catalog. It’s gonna pull the matching service, and then it’s gonna provide it’s gonna use the copywriting formula problem match take solution, followed by a benefit.

And that’s how it’s gonna present these services to the to the client in the proposal.

Then, of course, we have timeline. Now what’s cool about this is, same scenario. So AI is gonna look at the services recommended from your service catalog. So it’s gonna say, hey, you know, I recommend these many blog posts.

Then it’s gonna look at your service catalog and it’s gonna calculate how much what are we on right now? We’re on the we’re on the price. It’s gonna calculate the price and then it’s gonna update that section for you based off the price that you quoted. So when you do create your service catalog, everything hinges on this, I put a range because that’s what AWS has.

Just make sure you have one amount and always go on the high end, of course. Because AI is gonna use this data to populate the proposal, proposal for your statement of work.

Next section of the timeline, again, same scenario. It’s gonna look at your statement of work. It’s gonna create the timeline. It’s gonna look at how long each deliverable takes, and then it’s gonna add this to the proposal that we’re gonna create as well.

Here’s a quick snapshot of of the output that it’s gonna it’s gonna produce. And I guess we’ll do this real time as well. This is the need the solution, I suggest you you prepopulate this because it’s really gonna be about just a sort of a bullet point.

The services, it’s it’s gonna spit out something like this. It’s gonna follow the formula.

Our team, you wanna prepopulate this. Obviously, you don’t you don’t need I AI for this. Here’s the timeline. So what it did was it’s gonna look at each service.

It’s gonna recommend the landing page. Then it’s gonna look at the timeline And it’s gonna say, okay, you know what? It’s gonna take one to fourteen days based off what you inputted in your in your service catalog. Okay?

It’s gonna give a, sort of, eight to ten weeks a general, a general time frame, then it’s gonna look at budget, and it’s gonna produce a table. And again, it’s gonna take each deliverable. It’s gonna look at the price range or the rate that you you set in your service catalog, and then it’s gonna put match the number that it recommended and then also the final price as well. Payment schedule, these are things you can you can set up on your own next steps. These are general templates.

So what we’ll do now is we’ll go through each sort of step by step process, and I’ll show you how it works. So literally all you need to do is we’ve tested this across the board is just literally copy and paste.

Starting with, of course, go in, you wanna make sure that you replace your name. I did this. Make sure you place replace your company name. I did this and, of course, the client’s name. Then it’s just a matter of copying this over.

This is the transcript from the call. Now what you would do is I just put the script here, but depending on your tool, you would actually just go here and copy and paste the transcript.

As long as you follow the consultative selling questions, it’s gonna ask the questions in the same order, so it’s not gonna be not gonna be a problem. So we’ll go back.

Let me highlight everything.

Okay. We’ll go in, paste it in.

And it’s gonna analyze this. It’s gonna look at the and it’s gonna start crafting the story.

Now what’s cool is if you look at and I included I included the discovery call for you in the in the prompt. If you look at the transcript, and then you look at its output, it matched it word for word. Now, we’ve always struggled with that because AI is really hit and miss. For it to nail that, it’s the role of a reporter.

That’s that that’s what worked. And there’s a big difference if you if you look at this where I said role here, remove this, it’s gonna be hit and miss. But as soon as it thinks it’s a journalist and you can have fun with this too, you can say you’re you’re a journalist from wire magazine or or some other magazine that’s relevant to your client. It’ll take on that set, but it’s gonna look for accuracy and integrity, especially when it’s it’s, you know, it’s stringing sort of, words together or what the client says.

So if you read this, it’s it’s really well written. You know, it, Sean said captivating has challenged. The problem was manifested in the stark numbers around ten thousand monthly visitors. And barely fifty leads.

So it picks up on every point, pretty well. Then it follows the the template, of course. It it met us during, a mutual client. It’s interested in our services.

If you’re okay with this, you can you can redo it if you want. You can regenerate. It’s up to you. I usually just go with the first one.

Then when we go on to step two, step two is this is the fun part. So now that AI is looked at, the call transcript, it understands what what the client is after, the needs, the wants, the challenges, everything. Now we’re gonna ask AI to look at this data. We’re gonna upload our service catalog.

And what we’re gonna do is we’re gonna paste in the second prompt, and this is gonna tell AI to look at our status our our service catalog, I also want you to look at the transcript I uploaded, and then I want you to recommend services that I offer that are gonna solve the client’s needs. And I want you to continue using Sean to make it personal. So click that. It’s gonna analyze the data right now.

Which is really cool.

Here you go. And this has been spot on. It’s it’s recommended the same every single time.

And they’re tailored, you’ll notice it’s using the problematic State solution benefit. It actually highlights. And if you compare this to the transcript, it highlights his struggles directly.

Same thing every single time. It’s the SEO auto responder lead generation page. So it’s it’s been accurate it is good about this. And like I said, it does really personalize this, especially just saying Sean. It doesn’t say Sean Burns. It says Sean.

So if if you’re happy with this, you wanna regenerate. It’s up to you. You can add a service. But the next step I’m gonna do is I’m gonna go in, and I’m gonna look at the timeline.

So now that AI has recommended service that services that solve Sean’s problem, it’s gonna look at my service catalog, and it’s gonna look at the timelines that I suggested. Right? So I said right here is three to five days. And it’s gonna populate this based off of the the services that it recommends.

So in this case, I’m just gonna paste it in. It’s gonna look at the knowledge base again. How you know it’s working, and then it’ll start, it’ll start calculating it.

You know, break it down on phases. It’ll it’ll launch a a phase four for review. Same thing, everything will time. Sean’s feedback, then it’s gonna go in for the final step, which is your investment, the pricing. Now what it’s gonna do in this case, is it’s going to look at your service catalog and it’s gonna look at the price and it’s gonna pull the pricing from this. So I’m just gonna go in and I’m gonna Copy and paste it.

It’s analyzing everything again, making sure it’s there.

Now it’s not when I suggested to do the the pricing, it won’t, because I’m doing a range. I suggest when you do your your pricing stick to one, then it’ll calculate it. There’s an example of a calculating right here, depending on what it is, but that’s for you to try to try to stick to and then it’ll calculate the total here as well.

So now you have all the major parts, and then literally, it’s just a matter of going to the top. And if you’re happy with it, just take this and copy and paste it into your proposal.

Easy.

Your needs section and continue each point, copy and paste, copying and paste, and then print it, you may use a proposal tool or something. I we use right signature and, send it to the client for the sign off on it. That’s pretty much it. And then if, the the key, like I said, is really to make sure that your, your service catalog is the it’s it’s important to follow this framework.

This is your service. This is the final deliverable. Make sure that you include your price. And then, of course, your, your timeline. And just stick to one price as well. Put it on the high end. And, ideally, like I said, you wanna make sure that you if you can stick to product type services as well.

We did this as well with, GMB, which is a product high service that we offer. So it’s pretty easy. Every time we have a call, we just we just let AI in all that it’s for the specific prototype product type service, and then you can start whipping those out of ten templates as well.

Yeah, that’s it. Is there any questions that I can answer? Anyone miss I know a couple of people joined at the beginning. Did anyone miss anything at the beginning?

I I did, but I will watch the recording to catch the five minutes I missed.

Okay. It’s yeah. Just at the beginning, we went over. It starts with your service catalog.

And making sure that you you put every service that you offer. This I included this for everyone here, I’m gonna put this in the link as well. You can put it in the chat right now. But on the bottom, you’re gonna see the the templates.

There’s the service catalog word document. And there’s also, sorry, the statement of work word document, and there’s also the service catalog, as well. And then you can edit those, these are pretty good. It’s a good starting base anyways.

I we swiped this from AWS, as I mentioned. So these these are the services that were they recommended based off of a, study where they they interview businesses or whatnot. And these solved the the most challenges that businesses have. So it’s definitely a good starting point and includes everything from news releases to direct response and and recommended pricing and whatnot as well.

Now, and then we went over sort of the the template that you use for the need. We’re just using Joanna’s statement of work, framework. It’s it’s templated. It follows a formula.

And then, again, depending on, with the which tool, you use for your transcription. If you can align the call to consultative selling questions, then That’s ideal. And then just let AI, do its thing. Is there any any questions that I can answer on the process or the prompt itself?

Sorry. So this service catalog, this is just for AI’s use, or this is something that you also share with the client.

Well, it depends on how you you you wanna use it. Like, if you wanna list your services on the on your site, great.

It depends. Right? It it’s up to you. We use this for AI, specifically.

So it’s not, obviously, you wanna make sure you offer them, but some people have them on their website. Some people email directly to the client. In this case, because you’re using AI, it’s more of a customized quote, right, because it does align each service to to solve a specific problem of the client. Right? So it’s definitely customized. So it’s up to you. Okay.

You should have a list do you have a list of services right now that you that you have to open. Yeah.

Yeah.

Okay. Yeah. Same thing. Just format them. When you’re formatting it for automation, just just to make sure that you, like I said, you wanna include literally, say final deliverable, the price and timeline. And then AI is gonna use this to populate, and it’ll overlay, a copywriting formula.

Okay.

Okay. Is anyone using AI in their proposal process at all? No?

No. A little bit here and there.

But Okay.

Yeah. Read the, it’s really spot on. Like, I couldn’t especially when you get into the to the narrative, like compare and I did include this for you in the in the prompt so you can compare it. It’s spot on. Like, it’s it it nails it, especially when you say act as a journalist, it really wease it together.

And it does it well too. It sticks to the facts, and it doesn’t you, you know, Sean was upset about this. It just says says it’s very it’s it’s very factual, which I like. But if you wanna change your voice on that, you can you can do that as well, but make sure to stick that you’re to you’re a journalist that we we try copywriter We tried direct response, we tried everything, and it was just it never seemed to work until we we, we did the journalist thing.

Any other questions?

I think so I think I know the answer to this, but I have, like, a pretty services guide that I like, whenever with images and it’s designed.

Yep.

Is that could I share that or does have to be formatted like you were showing with the just picking out that those details for AI so that it gets just the salient info.

You wanna format it just the way I have it. Because you’re, in this case, you’re using this to as a database for AI to to populate. Right? So just stick to the basic. It just needs to know the deliverable, the price and the timeline, and it’ll it’ll figure out the rest on its own. But I did include the template for you. Stick to this for the for the AI.

And is there because what I have already is, like, this is for you if, you know, and, like, kind of the benefits then have to know if it’s right for you, is there any benefit to also feeding it that information, or is that gonna work against the statement of work template.

You it def so this is where you can have fun with the prompts. So I chose under services, I chose this formula. Right? I said service name, problem agitate solution benefit.

So if you if you wanna choose a different formula, so say in your your service catalog, you went with a different formula framework. Just match them up and AI will figure it out. That’s it.

Okay. Cool.

And just just put that under final deliverable. Right? And just it just needs a couple of words in that, in that formula, and then it’ll match the two. It does a really good job on on stringing everything together.

Cool. Thank you.

Yeah. No worries.

Any other questions?

I can answer it. So nobody’s, how are people approaching through proposals right now as far as your process?

Is anyone incorporating a AI at all or you’re just you’re sort of winging it with your transcript and whatnot?

The most I’ve used it is like I record the call. I upload the transcript or I get the transcript through Otter. And then I will pick stuff out manually from that and copy paste it into the statement of work, but I am not I’m not using AI to generate the proposal yet.

Or You have to try it?

Okay.

Like, I’m like, okay. Based on this transcript, like, what was the most acute need stated by the client, and then I use it to kind of, summarize themes in that way, but not actually for the building.

Okay. Yeah. Try the, definitely start with a consultative.

Like, use the questions in the same order as the statement of work. It’s like what problem are you trying to solve? You know, what are your biggest challenges? And then just try it out.

You’ll be impressed and then just literally export it. I don’t know whatever tool you use. Just copy the entire transcript and just pop it in. AI is really gonna figure that out.

And it’ll it’ll populate that. It’ll answer the questions. And, like, if you look at the the two, like, the transcript, like I said, it nailed it. Like, it didn’t get anything, and this is consistent across the board.

It’s the same thing over and over again. Right? So it’s it’s it’s just really good at figuring out those patterns and looking for what the client is saying. So, yeah, try it out.

It, it speeded us a lot of work. I was I was pretty impressed.

And this does work. Sean did sign up just everyone just everyone know. So it does. And I guess don’t don’t overthink it as well.

Like, don’t go like, I was guilty of it as well. Don’t go for the perfect proposal and trying to get the perfect wording. Don’t do that especially when you’re working with AI. It doesn’t matter.

As long as, like, it’s you’re using the client’s name, you’re telling an engaging story, you’re using his quotes directly in it. You’re following a formula, send it. You know, don’t don’t get caught up on that.

To try to look for the the perfect setup. Just, yeah, just use it as is, and then it it’ll be fine. And just tweak the the wording if you want. But, like I said, make sure that you you stick to journalist though.

Is anyone having problems, using actual voice of customer in their copy as well?

I know it’s a challenge with a lot of operators like using pulling in the exact words and quotes. Is anyone having issues with that? No?

Oh, yeah. That’s good.

And like I said, I’ll share the, the prompts.

Everything that you need and just make sure that you you go in and you update your, you replace your name and whatnot. And if, like I said, if you’re gonna tweak everything, just just you know, you can you can play with the character, limits. I’ll show you right now. You can, I’ll pop it in.

Is everyone using, chat g p t four?

Yeah.

Yeah? Okay. And so so if you go character limits, just the five hundred, and this is where you can tweak it, have fun with it.

It’ll shorten it up.

But it’s still great at sort of plugging everything together and all the main points. So, yeah, have fun with it.

Has anyone, using AI for any other parts in their business as well? Like, has has used down and done an audit to see what you can automate or streamline or anything?

I use it to strip email addresses out of a big giant list.

Okay. Well, that’ll work.

Yeah. What about actual, you know, production or in your workflow, analyzing voice of customer survey data, anything like that?

I’ve been using it for the survey data. It’s, like, so much faster than coding it, manually.

Yep.

Yeah. We are too. It’s like and one thing you can do as well, just to let you know is we you can use a a story framework so you can use a case study outline. So when you’re when you’re doing the actual call with your customer, you ask these questions in the same order and just let them talk. And then what you’ll do is you’ll just copy and paste the transcript into AI, and you’ll tell AI to tell a story.

Just give it a case study framework.

Like, I can do a session on that to emulate that framework, and it’ll it’ll spit at a pretty good, first draft that you can publish on your blog right away.

Okay.

No. It’s funny that you’re using this because one of my clients developed the sales tool that does pretty much exactly that, that like has the playbook embedded in the, like, It’s like an AI notetaker, like a meeting assistant.

Mhmm.

And you can, like, embed your playbook in the sign. So it’ll feed you the right questions in the right order, and then it’ll create a transcript and upload all of that to the CRM.

Yeah. I just I used this because it was I got a appsumo deal. It was unlimited, so it’s free. I like free, but it just, does everyone else have these features with their tool? Where you can you can guide it the the actual transcript itself.

No. I. Yeah. I find this helpful. So when when AI, transcribes the call, it’ll use it in the same order.

So that’s like your spit draft. Right? And you can apply this to, there’s an article that Joe has on writing your homepage, and it’s a series of questions. So we we’ve used that in the past where we’ve just answered, ask those questions in that order, and then there’s your spit draft.

The the very first draft you can send to the client in their own words. Right?

And the trick is to just load it in here, the same, and it’ll spit out the, it’ll answer it in the same questions, or in the same order anyways.

I don’t know what coaching is but it’s that’s something different.

Yeah so that’s it. Is there any other features or, is there any part of the your workflow that you wanna see how to automate with AI, because I really wanna start getting into we’re using it across the board in our agency, everything from creating content to, creating proposals, to case studies, social media posts, pretty much everything. We’re getting in pretty deep with it. Is there any processes that people would like to see on how we’re using it?

How do you use it for social media posts without making it sound robotic? Because whenever because I tried it several times and like the first time it worked, and then like everyone started to use it, and all of a sudden, AI writing sounded very robotic. It was very hard to get social media posts.

It’s your it’s your voice in your role. You have to assume assume of the role of something and then just, AI is really good at it. It’s just the voice and then using a formula.

Wait. That’s actually one of the easiest we found to do. Is the social media posts. Almost too easy. I’m surprised people are are not everyone’s using it, but are you using formulas, copywriting formulas?

In the AI templates?

Yeah. Like for your social media posts. Not really.

That’s that’s what you want.

So here’s the trick is to go, yeah, you want anything you’re using. So let’s just do you know, pass formula rate, for Facebook.

It’ll you you need to you can use the voice of customer, but you have to parental oops problem. I don’t know what that is.

You have to let AI know, and you can do a template around that.

Give me what’s the topic someone wants to see, post on?

Give me something.

Fun day.

The, as long as you use that problem match day formula, and then you you get clear on your voice, and then give it some guidance. It’s really good at figuring it out.

But that’s the key though is to follow the formulas.

You’re not using formulas at all?

Well, now I write my posts by hand because I find it they tend to work better. Because, like, for example, for my own post, sometimes I’m sharing information, where I don’t necessarily want it to have that story kind of format.

Wanna keep focused on providing value.

Do you have, so if you wanted to, like, have your own voice, so that you can use, AI to to emulate your own voice and then feed it past posts that you’ve done.

Mhmm. And it’ll use your it’ll analyze your pattern and then it’ll start producing content like it was you.

Yeah. That I’ve done before. That can sometimes work.

Yeah. If it works for you, whatever, we we find we use it’s always a role us, like, we we choose, a, like, a a copywriter will say, you could say Joanna Weeb. You could say, AI is really good at picking that up. Like, we do content for doctors as well, and we use doctor voice.

So we we pulled in AI as some really good content around, winning campaigns, and a lot of it is Doctor’s voice. So we’ll use that to feed the database to train AI. And then it’ll write, like, like the doctor’s voice from these from these content. So that that’s how we’re using it.

It’s spot on once you get it trained with the data set anyways. And then you’re just at the beginning, you’re just telling it to assume that rule. And then once it figures out the role and it figures out the patterns, you’re you’re good to go.

Also, there were in in the past, I would keep it all on the same chat so that it would have that memory. But it would that one chat would get overloaded.

And it would get really, really slow after a while, so I would have to open up a new one.

Yeah. So what’s happening is I’ll show you. We use we use, we don’t use, I use, like, chat GPT four, but we use different tools. We have our own not our own, but it’s we use a different one. It’s, it’s chat to team GPT, and it’ll show us here on let me know if you can you can see the screen.

It’ll show you after a while, like the right here.

Right. So this is the efficiency. And after a while, this goes down the more you use it, and it I don’t know the calculation, but that’s what’s happening. So as a bit of the halfway mark, we we shut it down and then we use another because it starts the results start to get wonky. You don’t have that indicator on this, but if you can pick up this tool, I think it’s still available. This is you this uses the API.

From ChapyT at GPT four so you can choose which models. And this is where we store all of our prompts for using stuff and building stuff. Like, I empower teams on this.

One thing I’ve noticed is when that happens, what I end up doing is, asking it to, build me like a brand voice and document.

So then I’ll feed it to the new chat. And then continue the discussion there.

Yeah. That’s smart.

And that’s you can do it too. Like, we we do the same same concept where we to get the doctor’s voice, we have it actually create a style guide from that and analyze it. And then and then before writing content, we load that style guide into the knowledge base, have it analyze it, like I just did first, create a summary of it, and then use that moving forward for the content. You get the once you get to that, like, if you’re that detailed with it and then you control the voice and you and you get it, you can’t tell.

But just putting stuff in and spitting it out. It’s not it doesn’t, and people disagree with this. I I know where the the future’s going with this.

It’s not, and it’s kinda like do I used to struggle with a lot of this stuff publishing it. Like, oh, it’s AI, even in social media posts. I don’t care. Like, it’s good.

It converts. This stuff really converts. Like, we use this for Google ads. We use this for, and I even putting a landing page, I’m like, well, you know what it say I generated?

You know, it doesn’t am I creative enough?

It’s converting. Put it up.

Right? But you know, people have different approaches on that, but just we find as long as you you stick to the proven copywriting formulas and then you overlay the voice of customer, it’s you you have a pretty good foundation to work with. Right? There was a study. There was a study too that did, they compared AI generated headlines versus human and AI just destroyed it.

The conversions were way better, but then it failed in long form copy now, but it’s only gonna get better. Right? Just give it just a matter of time guaranteed.

Can I ask a question? So I was on a webinar for searchy earlier this week. I don’t know if you know it. It’s tool. I think it was developed by Stu mclaren, the Alright.

It’s searchy.

Searchy dot I o.

Is that right?

S e d r I e at the end?

Okay. Yeah. Dot I o. Yep.

Yeah. But with the you’re missing an h.

And basically, like, what they were recommending is that you can upload load, like, the full content of your course. You can upload your podcast, like every all the content you’ve ever created.

And then it builds you a chat bot that will answer questions, and I mean, he’s so he’s the, like, the membership guy. So he’s talking about how this can be used inside of a membership, but, like, I have this program. I don’t know if you remember Shane. You saw it in like the first week of a Yep. Of CSP.

But you know, like, I think the main I haven’t relaunched it since the fall. The main issue with the program is it’s like a lot of money for people to pay to still be writing their copy themselves. So I think before I relaunch it, I need to build an AI component into it.

I’m just wondering whether just seems like a lot of mental investment and time investment to, like, build a custom DP tea or I’m just wondering, I guess, like, if you if the program is, like, here, follow this flow, like, Here’s how you do the research, here are the templates.

What how would you best incorporate AI in a way that people could use it themselves, like, to run with my templates or to run with my concepts.

This like this. So this is your I use this for, so when I purchase a book, what I use is I I download the book and I create a database.

And then, like, this this is a really good copywriting book, and, AI is really good at this. And now I’ll use this as the database to help me craft content.

Like, I have one for eugene Sports. I have, like, different copy. Right? So if I’ll run stuff through, like, as as Eugene Sports, like, what do you think of this? Tell me the stages of awareness. Tell me the market sophistication.

The same concept, you’re just using your templates. So you can include your template in this, and then you could tell me, like, you know, the key aspects of the rule of one, that’s a big one. And it’s it’s tell me about, you know, the rule of one. It’ll it’ll look at the database for that.

And it’ll it’ll spit out and reference it where it’s at in the book as well.

So if you’re trying to do that within a paid program, are you creating a custom database?

Like, that’s a custom GPT or, like, a GPTS that you’ve train on your database, and then you’re just giving people access to that to Got it.

So here’s Flash Kinkade. So Flash Kinkade is, this is a document from AWI, and it’s the secret weapon on writing great compelling copy. And it’s Fletcher KA that tells, you know, sentence structure, all the good stuff. So we uploaded this as a database.

And AI uses this whenever it’s creating content to always achieve that flesh and Kade score. So now when I go here, that’s the database. I can train a chatbot, and I can I can do a new chatbot, and I call it what you want, Fliskinkade score? And I could upload your templates as well if I wanted to. I can create one. Do you want me do you want me to create one with you sometime? And we can Sure.

So you’re gonna You’re in a f f four a I. Okay.

Yeah. This is one of there’s so many available right now. Like, there it’s not.

But that’s that’s what you’re doing. You’re creating a you’re creating a database with your files.

AI, you’re training AI on that. And then and then you can literally share it. Like, there’s options here to share it if you wanted to.

With, your students, and then it’ll use the data from that. We’re we’re working with Jill one one where we’re gonna we’re taking all of her books that she published, and we’re using that as a dataset so you can, like, ask Joe type thing.

Mhmm. Cool.

And it’ll use the information from that to to produce something. Is that what you’re looking to do similar?

Yeah.

Yeah. Yeah.

That’s all it is. Just create the content. Right? That’s the you’re you’re gonna see like a lot.

This is all the the issues you’re hearing in the news right now. We’re like, I I forget who’s suing Open AI. Everyone suing every other everyone else because AI is using all of these data sets and that’s all they’re doing. They’re swiping content and they’re using that to build their data.

And that’s where you’re gonna you’re hearing all these lawsuits right now, but that’s all it is. You just you create your your data set and then I use it for, for direct response. Like, I have all the direct response books loaded. So if I have a question or I’m planning at a campaign, it’ll spit out, like, stage of awareness, market sophistication, then I can say, hey, you know, map it in email sequence for stages of awareness.

It’s gonna tell me. And it’s spot on because it’s a formula. Right? It’s a framework.

As long as it understands the problem, and it has and now you can you can give it access to the internet, which is really scary. Like, there’s another a have you guys used, there’s another tool up there called plexi. Have you guys used it?

This one is crazy. So you can you can, it’ll search the internet. I love this, right? And it’s like, What’s the, what’s conversion copywriting? What’s, what it does is this is the future Google’s toast. So it’ll, it’ll look at the internet and it finds it’s reviewing Joe’s information, and then it’s telling me it’s answering the question for me, but I don’t have to link through, and it’s using all the sources. So how powerful that is?

Crazy.

That’s how we use it.

But so, like, I mean, could you copy this response and put that on your blog as a blog post of what is conversion copywriting?

You can, as long as you say, okay, so what I can do now is I can you can copy and paste this and you cannot overlay a formula. Like, we did a, We did a a video on this where we create content. So we we create content for clients. And what we do is we we look at the top ten articles that are ranking, and then we take that topic, and then we copy and paste it, and then we have AI look at that and you apply the copywriting formula features advantages, and problem you avoid, like that type of formula, and it spins it So it’s actually better content that was originally and that stuff ranks really well.

And it’ll pass plagiarism checks. And as long as you combine that with, like, your role that you’re you’re playing. And we always say, Gary, we we use different copywriters or you can find If you’re in that space, you can ask AI, like, who’s a really well known person in this DIY space or in this space? And AI will tell you And then you’ll say, well, what’s what’s that person’s writing style?

Great. Can you create a style guide based off that person’s writing style? Can you create a persona? It’ll do that for you, then you save that persona and that’s your data set.

And it’ll start running like that.

That’s the future. Like, it’s crazy.

But, like, so these those are citations. Right? Like, the one four three seven. So is it actually sorry. Like, when you say oh, gosh.

When you say that I would a plagiarism test, like, what I actually is that gonna come back as Well, so so right so take this right here.

Right? So just go, you could just guy write this rewrite this, using Problem agitate solution. It’ll do that. Right? And it’s you’re gonna have custom content on it. Right? This isn’t usually as good as, what do you call it?

This is meant more for search engines. Mhmm. But that’s all you need to do.

Right? And it’ll it’ll take that. It’ll rewrite it and spin it. In s e in the SEO world, we used to have tools that literally spin it.

That that’s what they used to do, but people are using, this isn’t a great tool for doing that. But you can put it in, in chat GPT. Right? And you could you could say, what is the rewrite this as problematic state solution?

This is good. And then you would have I’ll just agitate whatever it is, and then you would assign a role, like your conversion copywriter, and it’ll spin it for you.

So same thing. Just your and this is this actually works really well because a lot of the content, like, we because we’re in affiliate marketing. So we our goal is to get stuff ranked, but you know, how do you if someone has a description of a product they’re reviewing, and then we take that description and we apply a proven copywriting formula, you’re putting you’re producing better content. And Google has come out and said they don’t care.

They don’t care if it’s AI generated or human generated. They’ll rank it as long as it’s solving a problem and its quality content. And just by using these these formulas, it’s quality content because it’s a pattern, right, that stuff works. And the and that’s what we do to rank these articles.

Cool.

But I wouldn’t use, like, I hate semicolons. Like, we have a whole voice, right? Like, we have build out your database as well. Like, if you go here, we have different kind of prompts. Like, here’s an agitate, from agitation solution prompt.

We have different writing style guides. Like, here’s a here’s one writing style guide where it’s a flesh kinkade of sixty to seven. So we we have different ways that we want to write. And then depending on what we’re writing for, I could show you content, you’d never know.

Not a chance. And it’s, like, you even hear we have a trained. So this is, based off of, a flesh Kinkade example. Like, you can here, we give it specific, you cannot tell impossible.

Right? So that’s the and it’s just learning this, especially as copywriters, like, I’m direct response, but, like, in lead generation, any of this stuff, this is this is it. This is the future. This is the way it’s going.

And just learn this stuff to build in or to improve your writing style. Right? Not improve your writing style. You can still maintain your style, but if you can take your style and you can create a process from it.

Right? You can automate your own process, automate yourself and replicate, create ten versions of yourself. That’s that’s what I would do. Right?

Can you show us, like, if we’re just using top g b t without the team g b t How do you it that tab that you’ve just had open, like, is there an equivalent here?

Yeah. So this is this is a, you can you can this is a Chrome extension, which is a prompt manager. So you’ll have different we have different prompts here as well. So this this is a really good one. Like, there’s, how to respond, like, I do I do what done. Like, we plan out projects like this. It’s really good at doing this stuff.

Milestones, checklists, smart goals, right like an eighth grader.

This one is good. Improve readability. Like you can paste you just literally paste it in and you tell it to analyze this copy for me. And, and it’ll analyze it. It’ll make it’ll make recommendations.

There you go.

So it’s all about prompts. Right? But you have the if you’re using GPT four, then you can download that and just save all your prompts here. So you just create a new prompt, enter your title, you know, put the prompt here and save it.

Okay. How do you guys how do you get to that?

This this is a Chrome extension that you can you can purchase. Oh, not purchase, but you can, You can download. We I everyone should have access to so we made all of these prompts available, but I’ll share the link, to students.

So all of these prompts here, like your problem out of state solution, all of this here. So this is a really good one actually. This one actually examines your customer service data, your customer survey data, and it it looks for frequency and based off of frequency.

So, it’ll write a one reader for you using Joe’s formula.

And what’s cool about that is it’ll identify all of the hesitations and concerns, but it’ll focus on the top four percent. And it’ll spit those out so you know exactly what to address in your consultations. And we do this what we do in this case is we print these and we give them to the sales people. So when they’re doing a consultation, they they know the exact problem tate exactly what what to say, right, during the the the sales call.

And it’s all about prompts, right? It has really good. So build out your arsenal, right? Build out your, I use this for morning, brain dumps, everything. I don’t know what I’d do without AI right now.

To be honest. And what’s cool is that you can use AI to ask you clarifying questions. So if you if you’re brainstorming and you can actually use AI to talk to AI, so you could say as a project manager, I want you to take the role as a project manager, then I want you to take the role as, a senior pro or some other field, and then I want you to have a discussion about a project, and I want you to figure it out together and then give me a solution. And it’s cool. AI will, like, talk together. Figure this out, and it’ll give you a different perspective. It’s insane.

But that’s using it strategically. Right? You wanna and that’s really the way to look at it like there’s you can really use AI to streamline your processes.

And, like I said, make copies of yourself. That’s that’s the biggest the biggest thing. Right?

Build out your database.

Any other any, any other questions or I can answer for anyone?

Are people having fun with AI or is it just me? Is it every no. Everyone seems excited as AI as I am.

I’ve kind of taken a break because I just kept like losing time being down the rabbit hole. Also, I haven’t done much exploring in the past couple months.

Yeah. Use it. I’ll I’ll share with, I’m gonna do a, training on, we have an Excel file. So really, the key is to look at your processes internally.

Starting with the buyer’s journey. Like, look at your processes and then in each step, figure out what can I use AI to automate or how can I use AI to to to streamline this? Like a no brainer is what I just showed you the proposals. Another one is your your your VOC research.

Right? And you can’t we’re not at the point right now where you can automate everything because if I was to copy and paste this entire, chain of thought, it wouldn’t work. AI is just not it’s too much data for AI to analyze. I have to do it step by step, but it will get to that point eventually.

And then you’re just kinda, like, you’re you’re you’re building it out. You’d be surprised what you can automate. And this is just doing it manually. Like, you can use bots that, you with API integration, you can start connecting stuff, start feeding stuff. Like, it’s, it’s pretty cool.

Any, any other questions?

Nope.

Okay. Cool. So I’ll make the the the prompt available as well and if, I’ll put it in the chat as well, but it’s also available.

And like I said, everything isn’t here. Just, you know, go ahead, copy and paste it. And, have fun with it. And if you do wanna edit it to your voice, like I said, just just start, start adding your the inputs under this, and then you can see it’ll come out with different stuff.

Cool. Yes. Thank you.

Okay. Awesome. And, any questions, let me know. For Another session as well that we’re if we’re getting into this automation stuff, is there anything that people would like to see, automated as far as your workflows or that I can, I’m happy to build something out and, and help you automate it as well, and then we can share it with everybody.

No one’s using ai for anything? We gotta start.

Okay. I think what we’ll do is I’m gonna get, I think the next session then I’ll I’ll share the process that we use to get to that point where you’re you’re starting to automate your business processes and really the process and the steps, and then we can start with that.

And then just literally go step by step, build out your prompts, and then just build soaps, and, and, and document it, and then you’re, it’s pretty, it’s a lot of fun, but you’ll get a lot more done too.

Cool.

Okay. Cool. I will talk to everyone. Any other questions? Let me know. I’m glad to, to answer as well.

Thanks, Shane.

Thank you.

Thanks, Shane.

How to Write Useful Books with AI

How to Write Useful Books with AI

Transcript

There we go. K. Everyone, everyone can see? You’re good? Okay. So, today, we’re gonna go over, how to write useful books.

And the premise is based around I don’t know if anyone, has read it yet, but there’s there’s a great book called Write Useful Books by Rob Fitzpatrick. And, it’s a very systematic approach to to writing the book, and a good analogy is Joe’s research and discovery phase. It’s really getting into the mind of cost of the customer, understanding the problem, that they wanna solve, and then crafting a promise or solution to solve that problem. So what we’re gonna do is we’re gonna take that concept, that he talks about in the book and the step by step process, and we’re we’re gonna use AI, to streamline a a lot of it today.

Now the book is essentially broken up into here’s a a diagram of each phase of the book, and, essentially, it’s broken down or the process is broken down into scoping.

And scoping includes really, you know, who you’re writing for, what they care about, what problem are they trying to solve. And then based off that, you craft a clear, clear promise.

Then more importantly, you you decide who the book isn’t for and what the book isn’t gonna cover. And then once you have that information, you can start drafting your table of contents, and then you create something that’s called a recommendation loop. And I’ll give some examples, in a minute on what that is. And And then you’re using this information to essentially, you can survey people, you can interview people.

I gives I’ll show you how to do that. If you really wanna do that, I’d I’m gonna write a couple of books, and I’ll show you where I’m at with these. I’m not gonna do that. I think that with AI, you can get enough information, session today, you’ll have what’s called a scoping document. And the scoping document will be similar to this.

And the scoping document will be similar to this, which is gonna be your table of contents, your top ten problems, the the interview questions, really getting into the mind of the customer that then you can use to start creating your book. And then, of course, I’ll get into that sort of the the process where I’m at it with it and whatnot.

The let’s start at the first step on that. And the first step he talks about is really it’s define your ideal reader and the specific problem they wanna solve. So this is this is copywriting in a sense. You know, you wanna you wanna know who you’re writing for.

Oh, you’re you can hear me okay? There’s oh, I thought I heard a noise in the background.

Now he defines the problem as loosely or the problem is loosely defined as a skill the reader wants to develop, a fear or frustration they have, or a question they need an answer to, or a goal they wanna achieve. So when you when he says problem, he’s defining it very loosely.

The whole concept of the book is really to you wanna get into the mind of the customer, we call it, and copywriting direct response. In this case, we’re getting into the mind of the reader. We’re trying to really understand, the core problems so we can truly write a book that is useful.

The first step, of course, is to write your clear promise. Now he talks about the way he frames the promises, the key in framing of promises around solving a core problem or frustration or achieving a tangible outcome. So, again, it’s a skill I wanna develop. It’s a fear I wanna alleviate. It’s a question I want an answer to, or it’s a certain goal that I wanna achieve.

There’s a great quote by April Dunford, and she said most books are idea books. You know, that they don’t give you one little word about how to get it done. My book is going to be a book about how to actually do it. And that’s really one of the concepts of this is it’s, it really is writing a useful book, and it’s gonna teach you the actual step by step process. So it’s not theory, and that’s the overarching concept.

The key to identify a very specific problem, and there’s there’s certain processes that you you go through, and I’ll show you how to do them with with AI. But, you state the the problem, then you make an explicit promise.

How he defines the promises, it’s, you’re providing a clear path to that solution or desired outcome that they want. The promise should focus on teaching actionable methods, not sharing ideas. So he gives a great example of a promise of, a book. And this this is a a book that’s very popular, How to Stay Alive in the Woods. You look at that, you and Celine know what it is, and that’s a great example of solves a problem, and it’s a clear promise.

Here’s some examples of problem and promises.

And he the way he structures it in the book, it’s almost it is essentially a formula that you can use, which is great for AI because AI loves patterns. But, he gives some clear examples. So here’s an example of a problem. I’m struggling to gather reliable, customer feedback and insights as an entrepreneur.

The promise is this book will teach you proven techniques to conducting insightful customer interviews to deeply understand your customers’ needs and build products they truly want. So that’s a that’s a great example. Another problem, feeling stressed and unprepared when facilitating workshops or presentations. What’s the promise? Follow the step by step framework in this book to design and deliver engaging impactful workshop workshops that wow your audience.

Here’s another great one. Wanting to develop a consistent writing habit, but lacking motivation or desire.

This book provides a structured plan with actionable daily exercises to help you build a sustainable writing practice and make progress on your goals.

And then the last one he gives is, desiring to be more productive and make better use of your limited time, learn productivity strategies based on the latest research to eliminate wasted time, energy, and focus so you can improve the most your most important goals.

So in this case, as you can see, you’re you’re clearly aligning the the promise to the problem.

Once you understand the problem, you align a promise, and you state your promise, then you go into what he call what he calls as drafting your your table of contents. Now, again, there’s specific requirements on this.

You’re gonna add detailed subsections under each main section to further break down the specific lessons and takeaways.

You’re gonna test your table of contents, by having teachable conversations, he called them, where you attempt to actually deliver the promise value to your potential reader step by step. He suggests interviews and and, surveys. We can use AI for that. But, again, I’ll give you both message. You you can choose which one you want. Here’s a great example of the before and after for a table of contents. This was an actual book where the table of contents was just pine, willow, popular oak.

This table of contents, it just lists the names of different trees, but it doesn’t convey what the reader actually learned out each one. And here’s a here’s a great example of a good table of content. So instead of pine, it’s pine for fire starting wood and bandaging injuries. Willow for carving, weaving, finding water as a and as a pain killer, poplar for carving, kindling, containers, and treating infections, oak for construction, crafting, cold fires, and medicine.

So it it it it’s very specific, and it describes a specific outcome from each in the table of contents. So it’s very important.

The next one is writing your cover, and, again, it’s a formula.

And it’s for your cover, he says, you know, you write your clickable cover that makes an unmistakable promise about the value benefits that you will receive.

So the cover should make a clear promise, of course.

The title or the subtitle should explicitly describe who the book is for, the benefit outcome, and the text and imagery conveys a a core promise at its glance. And you’ll notice a lot of this stuff is is pulled from copywriting as well. A lot of this stuff is sales letters.

It just framed differently. Even the the the problem solution, formula that he says to use to write your promise is is literally problem solution or problem acetate solution for copywriting as well. And, again, if you’re gonna use the cover, he gives this multiple times. It’s how to stay alive in the woods.

So what we’re gonna do now is we’re gonna go through this this process that he talks about, which is scoping, and we’re gonna apply the steps using AI. So what I’ve done is I’ve created and I’ll give everyone access to this at the end. So, we’re covering this part, and this is gonna be like I said, this is gonna be enough for you to have your table of contents, have your book, ideas for your book title, and then you can start showing it to people and then start drafting your book as well. The writing and the drafting phase at the end, I’m gonna show you how to use chat or get chat t GPT to emulate your writing style or a specific writing style that you wanna emulate.

In my case, I’ll explain. When we get there, I’m writing a book on effective delegation. There’s a specific book that I really like, and I like that writing style. So I’ve I have AI analyze it and do a style guide and produce a style guide that I can input and use as a database.

And then moving forward, it’s gonna emulate that for me. So I’ll teach you how to do that at the end as well.

So here’s the first prompt for the scoping, and I’ll I’ll do a couple of them as well depending on how much time we have. Now the first step is you really you wanna define your, the top ten problems that your ideal reader wants to solve.

In this prompt right here, we are we’re instructing chat TPT or whichever you use, to look for the most pressing problems of your ideal reader, based on the specific criteria. The criteria we’re using is directly from the book.

These are exactly the criteria he’s saying. Now we got this from and I’ll I’ll show you a trick on how to get this information from is you can take these books that you wanna analyze and you can you can create your own dataset from them.

You can you you can create your own knowledge base, and then you can use AI to craft prompts that follow the specific instructions of the book. And I’ll show you how to do that, in a minute as well. So the first step is we wanna take this. I’ll do two example audiences to show you.

Let’s start with, in my case, I wanna start with pop it in. I’m gonna go with, let’s go first time managers. So ideal reader, just replace this.

And then what it’s gonna do is it’s gonna you can use chat GPT for this, which which will give you pretty good results.

Or another one is you can use is scholarly GPT. So what’s great about that one is it’ll pull, its knowledge from a massive dataset of, papers.

So we’ll we’ll do that one next and you can see the difference. Now these a lot of these are spot on if you read them, and it’s quite detailed as well. So once it lists the ten, then it’s just a matter of your you take that ten.

You can put it in your scoping document because you’ll save it for later.

But, we’ll go through.

One that I another one I’d wanna do as an example and just to show you how, you can get some pretty detailed information, especially on the research and discovery phase, is, let’s do it with scholarly and let’s do it for new dads.

Right?

And just to show you how broad, you can you can make this. So this will be new dad. You can also do it new new, new moms entering the workplace, new dads entering the workplace. There’s a lot of you can choose any topic, and it’s really gonna help you dig deep. Now what’s cool about the Scholarly GPT is that it’s basing it off of actual studies and whatnot so that you’ll find the accurate the information is pretty accurate.

And the same sort of concept, you just you take this in, add it to your scoping document, and then you can move on to the next step. Now, I don’t wanna it’ll it’s a run out because of the time. But the next step on that would be now the step is optional here is to in the book, he recommends, to take once you know the the top ten problems, so a new dad’s case, you know, in this case, it’s gonna be balancing work and parenting, sleep deprivation, financial pressure, lack of personal time. As a new dad, I can tell you this is all a hundred percent accurate, as well. Dealing with mental or no physical health neglect, adapting to change self identity. So a lot of these, what do you suggest now doing in the book is to take this information and to write a survey.

So, again, you can use chat GPT for that. I included a prompt if you do wanna do do that. There’s a a GPT called survey, creator GPT. I’ll open that for you.

And what you can do is you can paste the there we go. You can just paste this prompt, if you do wanna do that inside of that. And what it’s gonna do is it’s gonna, create a survey that has two parts. It’s either a survey question or a survey interview that you can send to different people.

I put the output in here for you. You can see what it looks like.

And this is the output. It’ll put it on a scale of one to ten. And because you’re we I recommend that that GPT that you use because it follows best practices for surveys and whatnot.

And then, of course, you would send this or interview, your one reader. In this case, it’s new dad. And you’re essentially trying to figure out, okay, which which resonates with them, the most. And then based off that, we would move to the next step.

So the next step after that is, you know, let’s say that we we are we speak to dads. We’re like, okay. This problem really resonates or it’s first time managers. In this case, what we would do, I know I went through this right here. Let’s go to this is a new dad.

Okay. Here’s the delegation. So I’ll go through I know it’s delegation, time management and delegation.

So what you do is you take this prompt and copy it. Now what this is gonna do, it’s gonna really dig deep into that specific problem, and it’s gonna use the criteria from the book, that we talked about. Because now we know the problem. We wanna understand the goal.

We wanna understand, what we talked about earlier, any questions they have. We also wanna understand any frustrations or problems that they have, related to that specific problem. So we’ll put that in here, paste it, and go up target audience. Here we go.

So first time managers.

And now what’s gonna do, it’s gonna based off the criteria of the book, it’s gonna really dig deep and so you can get in into the mind of the, the reader.

And this is building now we understand the top ten challenges. We we’ve narrowed that down to getting into the understanding the the mind of the customer, the the reader, and crafting our table of contents and also our book title as well. Now what I did in this case is you just copy and paste it, put it in your scoping document, and you can study it later. And it’s pretty detailed stuff. Like, it it it talks about personal and professional growth, why they’re motivated profile. It goes into detail quite a bit.

And if you do read the book, you’ll see that these are aligned with with everything that he mentions to, to do. You may not agree with all of it, but we’re using his criteria to, define the to define the stuff. So next is to, get an even deeper understanding.

Now now we know it’s first time managers. We know the problem. The core problem is effective delegation.

Now we wanna get in to deeper understanding. And we for effective delegation, we wanna know which skills they wanted to develop. So we’re gonna ask AI, specific questions, including why questions.

We’re gonna we’re gonna wanna know the the, the skills it wants to develop, the frustrations and the fear, any specific questions, and then any goals. And then we’re gonna ask we have specific criteria that he discusses in the book to get an even deeper understanding. So So what we’ll do is we’ll paste this.

And remember, all of this information we’re gonna be using for our table of contents and our book cover as well, which is I was pretty surprised the book. The GPT nailed it quite well. So we’ll paste this in.

Here it is. So d and this is deeper, deep in our understanding of the most pressing problem identified earlier, which, of course, was the delegation for our reader. We click on this. And now it’s gonna give me specific skills that the the reader wants to develop, specific questions it wants, answers to.

Because remember, we’re we’re promising something in this book. Right? So it has to be actionable because it has to be a useful book. So what we’re doing is we’re layering in and layering it, and we’re we’re getting to the meat and potatoes.

But because we’re going it from different angles here, we’re coming from a skill development angle. We’re coming from a fear and frustration angle. We’re coming from an answer and question angle. We’re also coming from a goal angle.

We can tackle different promises, and we can test which ones resonate better. So that’s that’s the ultimate, goal that we’re doing here. So, again, copy and paste this, put it in your, your scoping document.

Now the next step when that’s done is now we get a handle on our most pressing. And I’m I’m sort of going through this because we’re limited on time, but, ideally, you’d wanna analyze this and and read through it. I did this do with copywriters as well. So I’m gonna there’s a book called, Creative Under Pressure that I’m gonna write because it identified with copywriters.

One of the biggest challenges is wanting to, maintain creative or be creative when they’re still facing all these tight deadlines and they feel rushed.

So that’s a pre engaging topic. So I’m gonna write a book on that as well.

Let’s do the next step. Craft a tangible promise. So this is the fun part. Now we know the problem, the core problem, delegation, you know our audience. Now we’re gonna ask ChatGPT to craft a clear promise that we can start testing. And, again, this is the structure of the book, to the letter, including the skills, the promise that they need, the fear frustration, the promise that addresses that. We paste this in.

So here we go. So the first one is the need to craft a promise, is skill development. So many new managers struggle with establishing authority while maintaining a positive relationship with former peers. Here’s the promise. If your new manager finding it challenging to balance authority with, camaraderie among your team, then this book will teach you practical leadership skills. The next one is understanding the fear and frustration.

The another one is the identify the problem, new managers. Asserting authority is a good one. You know, if you’re a new manager pondering how to assert your authority effectively without alienating your team, this book will offer you clear guidance. So what we’re doing now is we’re aligning the the promise based off the, problem, but this we’re we’re categorizing the problems, again, based off skill, fear, question, or goal. Now once we’ve done this, we have our promise, we have our need.

You can go on to the next step, and you can test this if you want. You can take this prompt, put it into the survey GPT. And what what that will do is it’ll craft a series of, survey questions that you can either email, or if you want to, you can interview them. And the goal of that is to determine which promise out of everything we just mentioned sort of resonates with the reader, and then you can you can use that to move on to the next step, or you can just use chat tp t. I’m not gonna do this because I’m I’m pretty confident in the results that that chat chat t p t is writing. I’m gonna move on to the next step.

He talks about in the book, you know, who the book is for and not for.

So what I’m gonna do is now I know that the the reader, I know the core problem. Now I wanna draft who the book isn’t for is not for. And I wanna not only decide who the book oops. Sorry about that. Okay. So the next step is we’re gonna we wanna write, or decide who the book is for, who the book is not for, and what the book will not cover. So now Chat EPT understands our audience, the core problem.

It also has a handle it can also tell us, okay, who is the book not gonna cover, and it’s gonna write that for us here. Again, these are all the requirements that it talks about in the book, with clear examples of each one. So then it’s just a matter of pasting it in. Now this is important as well because this is gonna be one of the first sections on your book that, and he talks about, you know, you wanna highlight exactly who the book is for, who it’s not for.

So when I look at it right away, I’m gonna say, you know what? This book is for me. It’s not for me, and I’m gonna make that decision. And not to go really broad, because if you go broad, you get a lot of four star reviews.

It’s like, oh, this was a good book, but it wasn’t really for me. You wanna avoid that. And by highlighting who this for isn’t for and being ultra specific, new managers who wanna learn how to delegate, It’s not for, leaders with a lot of experience.

It’s not for non manager skills. Like, it it’ll break it down for you. I’m gonna include this in the the table of contents. So I would copy and paste this, put this in the scoping document.

The next step here is to write a recommend recommendation loop. Now this is cool because a recommendation loop is he talks about it, and we’ve all done this where, okay. I have a problem, and let’s do presentation. So I have a presentation coming up. You know, I’ve never done a presentation. I need to learn how to do this.

I’m talking to a friend at work. A friend says, yeah. Yeah. I I was doing presentations.

I read this great book. You should check this out. Oh, what is it called? I go read the book.

I implement it. I hold a successful presentation, and then I recommend it to someone else. That’s called a feedback loop. And in the book, he recommends that you write that, and it’s a dialogue between two people based off your specific problem, which is which is pretty cool.

So I’d paste that in as well.

And remember, I’m I’m layering this off of, each step. So now it’s gonna analyze it based off the problem, and it’s gonna write a a, a recommendation loop for me.

And, of course, what I would do before is you you take that. Here’s the recommendation that it, it did before, and it breaks it down for you. It’s triggering the need, mentioning the stress, and it’ll create a dialogue from start to finish. In this case, it’s, you know, she’s, Saris is is struggling with her colleagues. She’s struggling with her new roles in the manager and delegation, and Tom gives her advice, recommends this book. She applies the book, and then they call it closing the loop where she she’s like, hey. I had a great experience, and then she recommends it to a colleague.

So that’s what that’s what it’s, he refers to. And, so this is gonna write a complete recommendation loop for you as well. And, again, copy and paste that, put that in your scoping document, and move on to the next step.

Now we get into the fun stuff, which will be the table of contents. Now table of contents is, it’s, we talked about that before. It’s there’s a specific criteria he says to focus on. It’s solving the problem. It’s actionable.

So we’ve taken all the criteria from his book. We’ve taken the exact output that he suggests, and he gives some great examples. So we’re just gonna copy this in.

And now ChatGPT knows, who the book is for, who the book is not for. ChatGPT knows the core problem we wanna solve. It’s recommended potential promises, to solve that problem, identifying a goal, a challenge, or frustration depending on which angle we wanna go with. Now based off that information, gonna go ahead and it’s gonna draft a table of contents for me.

Now the, and now what you wanna do at this stage is you’ll take this table of contents and you can start testing it with people. You can put it in front of new managers.

You can ask people for certain feedback. You can tweak it. If you’re not happy with the first run, then, of course, you can, you can just have it rewrite it as well.

So I took this well, it’s running through because of time right now. Put it I put it into the table of contents here, and, it was spot on. It, I like this one better because it it it laid the foundation. One trick I had, if if you do so he does mention too, if you’re gonna write a useful book to make sure that it’s it’s timeless.

Right? It’s it’s not to not to align it with certain technologies that won’t be around in, say, a year or two years. Right? So one thing that I did is they’re the business book here on, like, the top one hundred tools you need to succeed.

And in that is the delegation process or as other business, frameworks that are using the financial world, like balanced scorecard.

So you can take these proven timeless frameworks and you can ask AI to, draft a table of contents around this framework that then aligns with your reader and the problem they wanna solve. So that’s gonna solve sort of the timeless take that we were talking about.

Next step we do after that is the book cover. Now this this is a fun one as well.

The book cover is there’s certain criteria that, we talked about in there. Now this one, you want to update a few things, on this as well. So you wanna paste this in just because it’s a bit more accurate. And it’s gonna give you ten potential book titles. So I put first time managers and most pressing, which is delegation, which we figured it out.

So now it’s gonna suggest some book titles.

Some of them you like, some of them you won’t. Some of them for there’s other titles I gave, and I’ll show you in a second that I love.

The copy running one, I absolutely love.

And, the the original title that it said, I made some tweaks to it. Now this is the criteria he recommends as well. You could use, copywriting formulas here if you want. There’s other formula that you can find. Test that. But this is based off the criteria he suggests that’s embedded into the into the, the prompt.

So now you have your titles. And, of course, you can you just you paste it in here. And now you have your table contents. You have your, your title.

You have everything done in the first part that he talks about, which is your your scoping document. So you’re like, what’s the next step? So the next step is to, take this information and you can use some type of writing tool. What I use is, it’s a lifetime value.

I don’t know if anyone’s ever heard of Atticus.

So there’s three books that I’m I’m gonna start, writing. The first one is the one we just went over, is the effective delegation for first time managers. I think that’s a great a great title.

This is the outline that I talked about, which is based off the framework. So it’s, I have my outline. I have the premise. I have the title. I can start testing it, and these are the the the other headlines that I I may test as well. And that’s all from the scoping document. It took me about a half hour to put this together.

The other books that, based off other research I did, the other book I wanna write is, of course, write useful books with AI, which is the process I’m going through right now. I’m gonna take that and I’m gonna write a book on it, as well. Well, that’s an obvious no brainer. And then this one, which is really cool, is creative under pressure.

I went through that exercise, and I told you earlier that copy that was one of the top challenges that I realized with copywriters is this need to feel to be creative.

But how do you juggle that, especially with all these tight deadlines? So it’s offering actionable tips and incorporating AI or some angle I have to think through on it.

So you put your title in there, you put your headline.

And, on the next step in here, another this is a big one as well, is the drafting.

So, this is all about writing, and you may agree or disagree on this approach, but, the there there’s plenty of books in that right now that are a hundred percent AI written that are making a lot of money.

If you wanna go that route and there’s a certain style you want, this is how you can do it. What you’ll do is you’ll take and I’ll include the prompt for you as well.

You can copy and paste this prompt into, chat GPT or any any that you want. And what this is gonna do is it’s gonna write a style guide for you based off your writing that you want. Now when I say style guide of your style, what I’ll do is let’s start a new one here. I’m gonna paste this in. This is a book that I really, really like. This is a book on delegation that, was was number one seller. It sold really well, and it tells an engaging story.

It, it’s not dry. It’s like a new manager. What he is what he experiences. There’s a lot of dialogue. It’s just a great writing style that I like. So all you need to do is if you find a book that you like or someone else’s writing, it could be a blog, it doesn’t matter what it is, then just go ahead and copy the whole chapter and paste that into the prompt. And you wanna find the the section here where it says examples right here, and just go ahead and replace that.

Okay? And then enter. And ChatTPT is very good at this. Claude is very good at this as well. So it’s gonna analyze this writing style, and it’s gonna write us, a, style guide for me. It’s gonna look for pattern recognition, adjectives, adverbs, and it is spot on. And it’ll give you an example, at the end, this will pass one hundred percent AI detectors, guaranteed.

It’ll it’ll show as one hundred percent human writing because it’s basing it, of course, off the human human writing. Right? So when this is done, you can take this.

And just before you’re gonna write a book or if you just wanna do an outline, with your spit draft or what it is of that chapter, you do very high level. And then you can copy and paste this, and you can see how it’s doing the dialogue, which is just exactly how I wanted. You would copy paste this in here. Save this as your style guide somewhere. You could put it in the prompt if you wanted to.

Okay. And just, write like me.

And now you have your own personal style guide that you can use. And when you’re starting, a prompt, you can just, you know, copy this, put it in here. This is gonna tell ChatGPT exactly how you write your your the style guide, everything it needs to know to emulate your running stuff. And then you can just put your outline here or what you wanted to write. It’ll emulate that for you as well.

I’ve done that with with these sections. So here I’m at with the to taking that process. And keep in mind, this this was a day. Okay? This is, like, maybe three hours getting to this step.

Effective delegation for first time managers, table of contents, the the the book titles that I’m gonna test, the introduction, the all the chapters, what’s book covers and what it doesn’t. I have all that in a scoping document. So I can just take this, copied it, put it in my writing style, and chat GPT will write it. Here’s the first, here’s chapter four foundations of delegation.

Here’s what it’s written so far. It’s the dialogue I want. It tells an engaging story of a new manager who’s learning how to delegate. He has the specific problem that I’ve discovered, the specific scenario, the specific problem, sort of promise, and it also uses the framework from this business book as well. So it’s timeless as well. Right?

And I’ll repeat that process through each, for each one, including the preparing to delegate, and then I’ll just rinse and repeat.

A tip on this is to, especially if you’re looking at a certain, topic is to, if you can find it, like, this was on AppSumo when it was available. This this is a database. So what you can do on these is is find a book or a topic that you like, and then you can add let me go to chatbot here.

You can go in and you can create a prompt, for it. You can upload the book. Okay? So all of these are books here that I that I’ve uploaded, including, like, patient dataset.

So it’ll only pull from that. And then you can you can instruct it to act as a writing coach and that author, and you can put your prompt in here. And then you can use this as a reference guide when you’re doing your research as well. Now a a trick on this as well, if you’re if you’re reading a book and you wanna create your own prompts or or concepts, is, ask this to use the book as its own dataset and then ask it to explain the concept in the chapter.

And once it’s explained the concept, then ask it to write step by step actionable, process to achieve that concept and then ask it to turn that instructions, that step by step process, go to chat GPT, and explore. You’re gonna see different different type of, GPTs that you can use here. One of them is called, prompt.

Here we go.

And you can pull this up. There’s prompt engineer, prompt perfect. That that’s a that’s a good one. You can paste those instructions into prompt perfect, and it will write a prompt for you to achieve the exact outcome that the author suggests based off his criteria.

As you can see, yeah, that’s pretty powerful, and you can align that with different books, and different strategies that you want depending on the angle that you wanna use. So if you can get a hold of this, definitely do it because you can build your own your your own datasets.

That’s it, in a nutshell.

I’m gonna put this online in one of the groups.

It’s gonna take me, I imagine, about two weeks to publish the book on delegation.

I’m gonna publish it to Amazon. I’m gonna put it up, and then we’ll see how it goes. But, it’ll be interesting. And then I’ll share additional processes on that as I go through it as well and all the prompts. So go ahead and bookmark this, this page, and I’ll share it with everyone as well.

And just a systematic process. You know?

Go step by step and and learn as you go, and then you’ll see different opportunities and and go from there.

Any questions that I can answer for anyone?

Jess had one. How are you planning on testing the titles?

Well, that’s you can do a survey. Right? It’s you can I can put it in front of people?

You can find first time managers. Right? You can test them. You can do interview questions, or you can send a survey if you want. K. Easy.

There’s a test I forget what it’s called. There’s a tool we’re at. You can actually pay as well, the split test. And people you can use Google Ads if you wanted to test book book titles as well or book covers.

I’m not gonna do any of that. I think that AI is to the point right now where I can get a pretty good idea. Like, I’m I’m more than comfortable with launching with effective delegation for first time managers. I think that’s clear.

It meets the purpose. It’s spot on. I’m not gonna see how it goes. But, but, yeah, the you can, and I’ll I’ll forget I forget what tool it is, but I’ll I’ll send it over.

He talks about it in the book that you can use to test as well.

I think Naomi just she chatted over Liza.

That’s the only chat that I use to, test different ads.

So you can It could be.

It could be.

Testing, and there’s a really wide variety of criteria you can choose from.

What’s it called? Sorry. It could be the one I’m talking about.

It used to be called UsabilityHub, and they’d be branded as Listener. And you can do five second tests. You can Yeah.

That’s the one.

Upload up until six different yeah. Yeah. I you can do without a subscription, you can do tests with one question, I think, one or two questions, and then just pay for that test.

And I think it it’ll cost, like, fifty dollars per test.

Yeah. That’s the one he talks to. I’m pretty sure that’s the one he talks about in the book.

Yeah. It’s a great, great platform. I’m busy over here.

Is anyone here writing a book? Anyone have any plans to write a book at all?

Abby and I are both writing books right now.

Are you using AI at all?

Or I don’t I would imagine.

I don’t take my word for it, but I I don’t think Abby is. I am. So, but this is really helpful because I’ve, I don’t know. What I’ve been coming across lately when I’ve been doing work is, between chat g p t, and then I’ve been getting into Claude, and then, oh, I just started on another one.

But I found it interesting because I did the same process the first few steps, kind of similar to yours but different. And I couldn’t believe I was using ChatGCT four, like, the whole thing, and I did it two different times and two different things, and I couldn’t believe how incredibly different the outputs were.

And, so I was like I don’t know. I think where I go a little bit wrong with AI is I like to see the different outputs among the different tools, and I struggle to stick with one because I like a piece of one, but then I like a piece of the other. And, and then I don’t know which one to commit to, and then it gets really jumbled when I’m trying to keep, you know, the whole conversation going with the chat so that it remembers and tracks and I don’t know. So that’s just been my I don’t think I have ADHD, but I definitely have an organization problem. So I you know, that’s just what I’m working out with as I write the book. So I appreciate the process, Shane.

Are you using Scholarly to, the so when I did the the spot on what Scholarly is really good as it’s, like, list the specific problem of this group, and then it links and it references actual studies.

Yeah. No. I haven’t. I was actually searching for that because I I hired a freelancer to do some work for me, and I’m like, I know there’s one where they will reference journals and things like that. So I appreciate you saying that. Yeah. I need to get it.

It’s in there, the link. I did link to it as well as it prompts.

And I did use Scholarly. I found the results were, were really good with Scholarly. There there’s a few of them in there that and the I like how it references. Another, search engine I’ll share my screen with you.

This is a really good one you’re gonna like.

And I’ll do one with you right now is have you used, perplexity at all?

No. So perplexity is cool because what it does is so let’s take this the core problem here. Okay. Here we go.

Most pressing problem. So what it’ll do is it’ll actually pull different references from the Internet, and, I use this one quite a bit. So let’s go here. This is fine.

Identify the most pressing problem of, let’s do, like, first new dads. Right? And what it’ll do is it’ll search, and it’ll pull and link to the actual references that it pulls. So this is searching Bing right now and using Bing.

And it’ll it’ll still stick to this criteria, but it’s gonna give you it’s gonna link to actual sources as well. So try this one.

Okay. Love it.

Difference between perplexity and Scholar GPT is what one scholar is peer reviewed and perplexity is just pure quality.

Everywhere. We it’s, like, pulling different like, this will pull from Reddit forms. Like, see all these here. Right. These are all the places it’s pulling it from.

Yeah.

What’s cool is that you can see like, some of these are yeah. A hundred percent is gonna be right. Some of them are are, you know, advice for dads. Some of this I can okay.

Just a heads up. Let me let me also explain this. I can control these rankings as well. So we’re we’re doing this now where these are pretty easily to, to manipulate these rankings as of now because they’re trying to figure out their algorithm.

Like, back in the days of Google when it first started, you know, it was easy to rank.

And the thing to be careful about this is, like, if I put in into this right now, I said, you know, will AI take over an industry?

It’ll say no. But then if you look at the sources that it’s referencing, these people have a vested interest in AI not taking over the industry. So you have to difference with this one.

However, now this one right here, scholarly, this is gonna pull from, is, two hundred million plus resources built in. Like, it’s an actual database, and these are, like, Google Scholar, PubMed.

So you can pretty much trust these results. Right? You still wanna verify, obviously. Right?

But you’re gonna you’re gonna get some pretty good you’re gonna get some pretty good information from this, and it’ll reference the sources as well. What I would do is another option, if you’re doing your research, is to take this. Okay? Find a assign a study or a journal and upload this to so all of these files here, these are books. So if you buy a book from Amazon, okay, you buy a book, you can upload to your own dataset, and then you have your instant look, I don’t read books anymore. I ask for summaries, and I and I create a bot that analyzes the book for me, just answers it when I need the information.

That’s a better approach to take if you can.

And then find a journal or a study and then just create prompts and a bot, like a chatbot, to analyze the different stuff. Right? Like, we use it for datasets for patients, write great leads, all that stuff, and that’s what I do now anyways. This is great for research. Amazing for research.

On that note, Andrew wants to know if you can recap the different tools and GPTs used in the process and what they do and how they connect.

Just so they’re all all the you mean the tools is in, the prompt tools or the different I think the one that I’m most interested in is how the one that you were just showing us, the four AI, where you can build the knowledge base from books. Like, it Oh, okay.

Yeah.

Connect to chat GPT. I got it.

My I was just curious about So this isn’t connecting to chat GPT.

This is, this is creating your own knowledge based dataset. Okay? So this is this right here is and and that’s a different so chat GPT pulls from a a a data it’s itself well, not self learning, but it pulls you can create your own dataset from this. So I can upload a book, a document, and then I can create a bot to only analyze that specific book or document and become an expert at that and then ask you questions.

Okay. And and what’s what’s stopping you from, like, I don’t know, putting a a PDF of the book into, the custom GPG, like, knowledge base instead. Like, why, like, why doesn’t that work as well as this?

Because this is this will there’s a with this specific tool, it’s not, it’s not just chat chat DBT. This one you can use, Claude. You can use a a bunch of different, bots as well. So if you open this up, you have different options, and you can also pull API. So you’ll get different results from different ones.

One of the issues is with chat g p t, it may not accept because it’s copyright. Right? It as soon as it reads that like, if you put this into, perplexity, it won’t do it because it it’ll say it’s copyright.

Even though it’s my like, I’m not selling it. I’m not doing any wrong. I’m using it from my own knowledge. I’m not sharing it.

Right? So you this just allows you to to bypass. It’s not it’s more like a third party. That’s why I like it.

And more importantly, the different, you can use you’ll get different results on what you go with. Right? And you can also do your own custom, API, and you can actually get it to do stuff if you want it to as well. You can do this with chat GPT if you want.

It’s not gonna be I prefer this, as well because it it remembers it. It’s always there, and you can just kinda build on it. Right?

Yeah. That was close.

You mean, I think you can get this still, I think you I don’t know if this lifetime this was a lifetime deal, and it’s a steal if you can get it. You get, like, more than enough credits, and you’ll save a lot of cash.

And you got it on that too well?

Yeah. I don’t know if let me see if it’s still available. This is the best one I found.

This is amazing for research. Absolutely incredible for research. Here it is. Research anything with AI.

Now it’s off. If it if it comes back again, I’ll let you know, and I’ll let everyone know. But it’s it’s spot on. It’s, I love this.

This is, like, one of the best tools that I use.

Who doesn’t? Right? And you you can hook this up to Evernote and create your own knowledge base. Right?

All that stuff. All those little bits of information that you’ve always saved and you don’t know what you’re doing with it, you have instant access to it with AI. Right? And you can you can sorta have fun with it.

That was great. Yep. Pardon me?

I said that was great. Yeah.

It’s fun. Combative. It’s, it’s fun. I’m I’m gonna publish the book.

You guys can hold me that too. I’m gonna I’m gonna put the link on. I’m gonna publish the book on delegation in about two weeks, and I’ll add to the process as we go through in including the right like me.

And let’s see how it it goes. Right? There’s there’s a lot of books on there making a lot of money right now that are hundred percent written by AI.

So Mhmm.

Jess has a question.

So if you’re going back through and checking to verify that everything’s accurate, Shane, do you have, like, scope on that? Or, I don’t know. I I, again, hired a freelancer to help me out with, a talk I’m gonna be doing been doing using AI to kinda, I don’t know, just put something together. And I did pay and then, also, I hired the same freelancer when I was doing a competitor audit component of an email program audit.

Mhmm.

And and so I I just was curious if you had any suggestions about when you’re using AI but need to verify any tips, things like that? Because I found in the first like I said, the first time I did the g chat g p t competitor audit, it seemed very spot on when I went to verify on all the competitor sites or socials of what they were leading with messaging wise. Then I did it again on ChatGPT, and I literally asked it.

We’re making assumptions. Right? You’re not whatever.

And he goes, yes.

These are just industry, assumptions, whatever. And, and it was completely off from what each company was really leading with in their messaging, whatever. But, anyway, my point is is, like, I’ve realized the need for a lot of double checking and triple checking, And I was just wondering what your experience was with that with AI.

It it depends on the topic. Right? Like, if you’re talking data where, you know, actual numbers and stats, for sure. But, like, delegation, I’ve been doing it all my life. I’m basing it.

I’m asking AI to, because one of the concepts that’s useful is, like, make sure it’s timeless. Right? It’s it can it can be applied now or twenty years from now, and and I’m just using a proven framework on a business, so I don’t need to verify anything. Yeah.

If I was asking for statistics on delegation or along those lines, I would hundred percent verify it. Right? But if, you know, but it it depends on on what year you can ask. Can you can control it in the prompt.

So, k, we do use we do write stuff for for doctors. Okay? And we do JR, which is he’s twenty years old. He’s not a doctor.

He writes articles using AI on very medical like like, pro like, very medical content, prostate cancer, and he pulls stats. But what he does is he uses we we take, like, the prostate society, we take that database, and we tell AI to only use information from that database. So we’re controlling the source.

Okay. Right? And and if you do that, then it’s not it’s not making any assumptions. And you can in the the tool that I showed you, if you read those those prompts, like, I’m very specific in what I’m saying.

Right? It the the this is this is what I say for the for the book, and this this will give you an example. So I say, as a nonfiction coach, your job is to help students write useful nonfiction books by applying the strategies and tactics from the book, write useful books. The main focus is on is providing clear, actionable tactics for writing useful nonfiction books.

Please provide answers using only the language terms and strategies found and write useful books. When explaining concepts, use direct quotes or closely paraphrase the book’s content without adding information from other sources.

So you see I was very clear and specific about what I wanted it to do. Yep. As long as you you can like I said, like, we this is HIPAA. This passes HIPAA compliance.

Okay? So that’s a perfect example. We have the requirements for HIPAA. We give AI access to it.

We have, the dataset on prostate cancer from a reputable source. And any studies that are peer reviewed, we give access to that. And then we create prompts based off what I just said. And we have a twenty year old who has no medical experience writing detailed white papers about a medic that are then signed off by doctors.

Okay.

So it’s all you can do it. There’s two frames of thought, though. A lot of people say not to write a useful book or do stuff that you’re not familiar with. I don’t buy that stuff. I think you can learn anything. You just have to take time to learn it. I don’t I don’t subscribe to that.

But other people say only do what you know. Data always verify unless it’s your own dataset, but even verify anyways. Right? Like, we do we do social media posts where it’s, like, about health, health topics.

Right? Like, it’s it’s prostate awareness month, whatever it is, and then we’ll we’ll pull stats from a dataset. But but we these stats are from reputable sources. Right?

And you can control the your AI bot to pull from those sources.

Okay. So it’s all it’s all about data. It’s all about where it’s getting information from. Right? That’s what it is. But that’s why I love these tools because you can you can the trick is not to and we didn’t call it a trick.

Forget if you use ChatTPT or any of these tools, have your own knowledge base. Yeah. Create your own specialized knowledge base around a specific topic and train your bot on that to become an expert, and it will. Right? So I have a bot for Gene Schwartz. I literally have his book, and I’ve been using it. And now when I have a question, I ask Gene.

Right? And the dataset is his book. Who doesn’t right? It’s like having access to him. Right?

That’s all.

Thank you.

Pretty cool. Right?

Yeah.

I love it. We’re in a different world. Isn’t this crazy?

I have a question that, maybe should have been asked earlier.

But these books, are you using them just to sell, or is this a lead generation tool? And if so, how do you start thinking about what topics to cover in the lead generation tool?

Sure.

So there’s problem.

Yeah.

So, yeah, that’s the reason why. Right? You you you can definitely use it for a lead gen tool. Like, if you’re especially with those, you know, you’re going into, your specialization and your one thing, then let me share my screen. I’ll show you what I do. And, again, it’s all about AI is broadly defined, and I I include AI as different tools that you can use.

But here you can go, like, the delegation. And there’s tools that it’ll analyze. You’re on Amazon. There’s tools, Chrome tools that you can use, which will tell you the different, keywords that people are searching for that topic, and it ranks them by popularity. Right?

So you can, in this case, I would I would use it for lead gen. Like, it’s solving a specific problem. If I was if I owned a business website, I would possibly offer this as a lead magnet. Who knows?

Or you can launch it on this to build your credibility. Right? And now you’re a published author. Depends what it is.

Some people do make a lot of money. There’s there’s, there’s millionaire this guy right here, Chat GPT millionaire.

Where is it on this? He makes about I think it was, like, five k a month.

And it’s, and it’s a hundred percent written by AI. Right? So there is money to be made. It just depends on what you want to you wanna do. I don’t I’m just doing it for fun. I if I make money, great.

We’ll see how it goes. But I am there is demand for it, hundred percent, and I’ll probably make some money. We’ll see. I’ll share everything with you guys. What do you wanna write your book for? Is it what are you thinking?

Well, I’ve gone on a several podcast lately, and I keep getting asked about about creating buyer personas that work, because for a lot of tech companies just really struggle to come up with a clear picture of who it is that they’re targeting.

Okay. Yeah.

That’s true.

Not something that I necessarily thought would be popular, but a lot of my, a lot of podcasts that I’m going on are demand gen managers. They’re talking about ABM or, PPC, and, those are also my target customers. So Okay.

I thought that would be sort of an interesting middle ground because it’s clearly something popular. And, also, it is not really a service that I offer, but it would be sort of a gateway into a service that I offer. Meaning, like Okay. Creating and optimizing landing pages.

Yeah. Hundred percent. So there’s a lot, like so you wanna I think it’s Gene Schwartz. Like, he talks about, you know, it’s all about demand.

Right? Like, you you wanna anything you do, you make sure that there’s a a need or a want. Like, I’m using my own words, but there’s tons. Right?

So I what I would do is, you know, you look at Amazon and you can see other people have written books. I would purchase those books, download them. I would analyze the reviews. I would actually upload all these reviews inside of ChatTBT, and I would create a dataset.

And I would I’ve from those reviews, I would have it summarized. I would I would PDF I would create a PDF of this. Probably do it now if you wanted to. And then just upload it to, the tool that I have to analyze it.

Then you then I would use, like, SEMrush, to look at keyword data and different things. Like, this is also this is buyer personas.

This is great for volume, but look at this. This is a table of contents in your book. Right? Is it this this is telling you how to outline your book based off real data.

So there there’s a massive need, a hundred percent. I would go a layer deeper, and I I would go, like, forget buyer persona. Like, pick a specific, you know, what are they trying to do with the persona? I would dig deeper on that.

Mhmm. Like, here’s a chapter, buyer persona, and example. These are lead magnets. Hundred percent.

And then I my my brand is called Story Logic, and so I was gonna tie it into different story elements, like how what is the villain in the buyer persona? What is the assistant?

What is Story brands does that plot line.

Have you heard of My Story Brand?

So they do great. Demo solution? Oh, different.

No. I’ll show you here. So, here it is.

Create an account and, it’s it’s hero’s journey, basically, but it’s well done.

So they they take the hero’s journey, you know, Star Wars, Jaws, all those books. And, basically, what they do is they they do exactly what you’re talking about. So this and in the end, you can print this, but it follows the the here the it’s a version of the hero’s journey, basically. Right? And it’s a character who starts the problem, meets a guide, gives them a plan. And then what they do is they take this and they they align this to, story brand.

But the thing is that these are oftentimes not something that tech companies are looking at.

Shit. Are you sure? Really?

I I feel like a lot of the because I work with tech companies that are very, very technical, and very complicated. And so they struggle to understand how to take these concepts and apply it to technology because it feels very consumer ish for them. It feels very, it it feels too b to c. That’s the sort of feedback that I get there. They’re not thinking in that sense.

You wanna know a lot more about features and Benefits.

And different target demographics, and they’re thinking about campaigns and keywords. And it’s just this kind of language is they even if they’ve heard of it, they don’t know how to adapt it to their, to their use case.

So we I can tell you what I know works and what we do is you can take especially for that, like, if what they’re really saying is they they wanna better understand their their, their audience so they can they can make more money. Right? They wanna they wanna get in the mind, essentially. So you can if you look at this, and this is the angle that StoryBrand does, is this right here is actually a sales page.

It just it’s it’s aligned differently. It’s left to right. But if you stack these, it’s a sales page. So if you look at the the templates that they have, these are the different templates, and we sell these.

This is if you if you look at this, it’s it’s a story.

Right? And that’s the sell. And you could they spin this for b to c, but you could easily spin that for for for b to b or or tech, whoever you wanted to target.

You could use the hero’s journey and just stack it so it tells a great story from start to finish. And then that’s that’s this does that make sense? Like, this overlay on top of that?

Yeah. Yeah. I get it. I I think it’s great. It’s just I don’t see that many people doing this for a very technical enterprise level b to b item.

But why? I don’t understand. I know. That’s interesting. Why wouldn’t it?

I don’t know why. Because, I mean, like, I I think that a lot of a lot of people in these fields are and people in upper management are typically engineers, and so they tend to be very, very technical.

And they’re not thinking in a creative storytelling kind of way. They’re thinking about the product, and they’re thinking about getting the product out the door as quickly as possible. And then I also think that, a lot of times, the marketing leaders are or the successful marketing leaders are more involved in campaign management. So they’re thinking about bids, and they’re thinking about keywords and platforms and ABM and different strategies like that, and the sort of storytelling layer comes in later, it’s not the top priority.

But it should. Hasn’t Yeah.

I I agree. I agree. I’m just trying to explain. I especially, I most of the clients that I work with are Israeli, and Israelis are known for being extremely practical, extremely, just pragmatic. They wanna get things out the door. They wanna start campaigns. They wanna launch things, and the strategic element of things sort of falls to the wayside.

So Yeah.

Because it if they’re logical, then they would see, like, it’s it all starts with with keyword. Like, the keyword data on Google is basically the mind. It’s it’s understanding what people are searching for, and you use that to feed your campaign, your AdWords. Like, we make a lot of money with Google Ads.

It starts with keywords. I can tell instantly by looking at a keyword where they’re at the buyers or any stages of awareness, whatever it is. Right? Like, that’s that’s this that would be a pretty easy sell.

I don’t know. That’s weird. I’ve heard that. Maybe maybe I’m just in my own world.

I don’t know.

It’s not it’s not just Israeli I mean, this is this is what I hear. This is what the podcast hosts are asking me. Anyway, I appreciate the answer. I do have to jump.

Yeah. But yeah. Thank you.

Sounds like an opportunity, though. If you if they don’t if they don’t know it, then and it’s like it’s such a no brainer, like, it sounds like you could sell them pretty quick.

Yeah. I mean, I I don’t know if it’s something they don’t know or if it’s something that’s hard for them to flush out and hard to actually execute.

It’s too theoretical.

Well, how are they creating ads, though, if they don’t understand how how are you writing an ad if you don’t understand who you’re writing ad for?

Not not that well.

Well, you can. It’s impossible. It it it sounds like they just need to be informed. Like, it’s like, that’s an opportunity to create a process.

Right? Like, it’s a system that will help them achieve the the outcome they want, which is just that’s what I would do. Anyway, that’s why it’s so weird. I never heard that before.

Yeah.

Each is on.

Thanks, Shane.

Yeah. No worries.

Yeah. Thanks so much.

Any other, questions?

Have fun, everybody. I’ll I’ll share this as well. And I said, give me feedback on my book because it’s I’m gonna publish it. Give me two weeks and see how it goes. Hopefully, I get some good reviews.

And Yeah.

We’re looking forward to seeing it.

Alright.

Thanks so much. Okay.

Transcript

There we go. K. Everyone, everyone can see? You’re good? Okay. So, today, we’re gonna go over, how to write useful books.

And the premise is based around I don’t know if anyone, has read it yet, but there’s there’s a great book called Write Useful Books by Rob Fitzpatrick. And, it’s a very systematic approach to to writing the book, and a good analogy is Joe’s research and discovery phase. It’s really getting into the mind of cost of the customer, understanding the problem, that they wanna solve, and then crafting a promise or solution to solve that problem. So what we’re gonna do is we’re gonna take that concept, that he talks about in the book and the step by step process, and we’re we’re gonna use AI, to streamline a a lot of it today.

Now the book is essentially broken up into here’s a a diagram of each phase of the book, and, essentially, it’s broken down or the process is broken down into scoping.

And scoping includes really, you know, who you’re writing for, what they care about, what problem are they trying to solve. And then based off that, you craft a clear, clear promise.

Then more importantly, you you decide who the book isn’t for and what the book isn’t gonna cover. And then once you have that information, you can start drafting your table of contents, and then you create something that’s called a recommendation loop. And I’ll give some examples, in a minute on what that is. And And then you’re using this information to essentially, you can survey people, you can interview people.

I gives I’ll show you how to do that. If you really wanna do that, I’d I’m gonna write a couple of books, and I’ll show you where I’m at with these. I’m not gonna do that. I think that with AI, you can get enough information, session today, you’ll have what’s called a scoping document. And the scoping document will be similar to this.

And the scoping document will be similar to this, which is gonna be your table of contents, your top ten problems, the the interview questions, really getting into the mind of the customer that then you can use to start creating your book. And then, of course, I’ll get into that sort of the the process where I’m at it with it and whatnot.

The let’s start at the first step on that. And the first step he talks about is really it’s define your ideal reader and the specific problem they wanna solve. So this is this is copywriting in a sense. You know, you wanna you wanna know who you’re writing for.

Oh, you’re you can hear me okay? There’s oh, I thought I heard a noise in the background.

Now he defines the problem as loosely or the problem is loosely defined as a skill the reader wants to develop, a fear or frustration they have, or a question they need an answer to, or a goal they wanna achieve. So when you when he says problem, he’s defining it very loosely.

The whole concept of the book is really to you wanna get into the mind of the customer, we call it, and copywriting direct response. In this case, we’re getting into the mind of the reader. We’re trying to really understand, the core problems so we can truly write a book that is useful.

The first step, of course, is to write your clear promise. Now he talks about the way he frames the promises, the key in framing of promises around solving a core problem or frustration or achieving a tangible outcome. So, again, it’s a skill I wanna develop. It’s a fear I wanna alleviate. It’s a question I want an answer to, or it’s a certain goal that I wanna achieve.

There’s a great quote by April Dunford, and she said most books are idea books. You know, that they don’t give you one little word about how to get it done. My book is going to be a book about how to actually do it. And that’s really one of the concepts of this is it’s, it really is writing a useful book, and it’s gonna teach you the actual step by step process. So it’s not theory, and that’s the overarching concept.

The key to identify a very specific problem, and there’s there’s certain processes that you you go through, and I’ll show you how to do them with with AI. But, you state the the problem, then you make an explicit promise.

How he defines the promises, it’s, you’re providing a clear path to that solution or desired outcome that they want. The promise should focus on teaching actionable methods, not sharing ideas. So he gives a great example of a promise of, a book. And this this is a a book that’s very popular, How to Stay Alive in the Woods. You look at that, you and Celine know what it is, and that’s a great example of solves a problem, and it’s a clear promise.

Here’s some examples of problem and promises.

And he the way he structures it in the book, it’s almost it is essentially a formula that you can use, which is great for AI because AI loves patterns. But, he gives some clear examples. So here’s an example of a problem. I’m struggling to gather reliable, customer feedback and insights as an entrepreneur.

The promise is this book will teach you proven techniques to conducting insightful customer interviews to deeply understand your customers’ needs and build products they truly want. So that’s a that’s a great example. Another problem, feeling stressed and unprepared when facilitating workshops or presentations. What’s the promise? Follow the step by step framework in this book to design and deliver engaging impactful workshop workshops that wow your audience.

Here’s another great one. Wanting to develop a consistent writing habit, but lacking motivation or desire.

This book provides a structured plan with actionable daily exercises to help you build a sustainable writing practice and make progress on your goals.

And then the last one he gives is, desiring to be more productive and make better use of your limited time, learn productivity strategies based on the latest research to eliminate wasted time, energy, and focus so you can improve the most your most important goals.

So in this case, as you can see, you’re you’re clearly aligning the the promise to the problem.

Once you understand the problem, you align a promise, and you state your promise, then you go into what he call what he calls as drafting your your table of contents. Now, again, there’s specific requirements on this.

You’re gonna add detailed subsections under each main section to further break down the specific lessons and takeaways.

You’re gonna test your table of contents, by having teachable conversations, he called them, where you attempt to actually deliver the promise value to your potential reader step by step. He suggests interviews and and, surveys. We can use AI for that. But, again, I’ll give you both message. You you can choose which one you want. Here’s a great example of the before and after for a table of contents. This was an actual book where the table of contents was just pine, willow, popular oak.

This table of contents, it just lists the names of different trees, but it doesn’t convey what the reader actually learned out each one. And here’s a here’s a great example of a good table of content. So instead of pine, it’s pine for fire starting wood and bandaging injuries. Willow for carving, weaving, finding water as a and as a pain killer, poplar for carving, kindling, containers, and treating infections, oak for construction, crafting, cold fires, and medicine.

So it it it it’s very specific, and it describes a specific outcome from each in the table of contents. So it’s very important.

The next one is writing your cover, and, again, it’s a formula.

And it’s for your cover, he says, you know, you write your clickable cover that makes an unmistakable promise about the value benefits that you will receive.

So the cover should make a clear promise, of course.

The title or the subtitle should explicitly describe who the book is for, the benefit outcome, and the text and imagery conveys a a core promise at its glance. And you’ll notice a lot of this stuff is is pulled from copywriting as well. A lot of this stuff is sales letters.

It just framed differently. Even the the the problem solution, formula that he says to use to write your promise is is literally problem solution or problem acetate solution for copywriting as well. And, again, if you’re gonna use the cover, he gives this multiple times. It’s how to stay alive in the woods.

So what we’re gonna do now is we’re gonna go through this this process that he talks about, which is scoping, and we’re gonna apply the steps using AI. So what I’ve done is I’ve created and I’ll give everyone access to this at the end. So, we’re covering this part, and this is gonna be like I said, this is gonna be enough for you to have your table of contents, have your book, ideas for your book title, and then you can start showing it to people and then start drafting your book as well. The writing and the drafting phase at the end, I’m gonna show you how to use chat or get chat t GPT to emulate your writing style or a specific writing style that you wanna emulate.

In my case, I’ll explain. When we get there, I’m writing a book on effective delegation. There’s a specific book that I really like, and I like that writing style. So I’ve I have AI analyze it and do a style guide and produce a style guide that I can input and use as a database.

And then moving forward, it’s gonna emulate that for me. So I’ll teach you how to do that at the end as well.

So here’s the first prompt for the scoping, and I’ll I’ll do a couple of them as well depending on how much time we have. Now the first step is you really you wanna define your, the top ten problems that your ideal reader wants to solve.

In this prompt right here, we are we’re instructing chat TPT or whichever you use, to look for the most pressing problems of your ideal reader, based on the specific criteria. The criteria we’re using is directly from the book.

These are exactly the criteria he’s saying. Now we got this from and I’ll I’ll show you a trick on how to get this information from is you can take these books that you wanna analyze and you can you can create your own dataset from them.

You can you you can create your own knowledge base, and then you can use AI to craft prompts that follow the specific instructions of the book. And I’ll show you how to do that, in a minute as well. So the first step is we wanna take this. I’ll do two example audiences to show you.

Let’s start with, in my case, I wanna start with pop it in. I’m gonna go with, let’s go first time managers. So ideal reader, just replace this.

And then what it’s gonna do is it’s gonna you can use chat GPT for this, which which will give you pretty good results.

Or another one is you can use is scholarly GPT. So what’s great about that one is it’ll pull, its knowledge from a massive dataset of, papers.

So we’ll we’ll do that one next and you can see the difference. Now these a lot of these are spot on if you read them, and it’s quite detailed as well. So once it lists the ten, then it’s just a matter of your you take that ten.

You can put it in your scoping document because you’ll save it for later.

But, we’ll go through.

One that I another one I’d wanna do as an example and just to show you how, you can get some pretty detailed information, especially on the research and discovery phase, is, let’s do it with scholarly and let’s do it for new dads.

Right?

And just to show you how broad, you can you can make this. So this will be new dad. You can also do it new new, new moms entering the workplace, new dads entering the workplace. There’s a lot of you can choose any topic, and it’s really gonna help you dig deep. Now what’s cool about the Scholarly GPT is that it’s basing it off of actual studies and whatnot so that you’ll find the accurate the information is pretty accurate.

And the same sort of concept, you just you take this in, add it to your scoping document, and then you can move on to the next step. Now, I don’t wanna it’ll it’s a run out because of the time. But the next step on that would be now the step is optional here is to in the book, he recommends, to take once you know the the top ten problems, so a new dad’s case, you know, in this case, it’s gonna be balancing work and parenting, sleep deprivation, financial pressure, lack of personal time. As a new dad, I can tell you this is all a hundred percent accurate, as well. Dealing with mental or no physical health neglect, adapting to change self identity. So a lot of these, what do you suggest now doing in the book is to take this information and to write a survey.

So, again, you can use chat GPT for that. I included a prompt if you do wanna do do that. There’s a a GPT called survey, creator GPT. I’ll open that for you.

And what you can do is you can paste the there we go. You can just paste this prompt, if you do wanna do that inside of that. And what it’s gonna do is it’s gonna, create a survey that has two parts. It’s either a survey question or a survey interview that you can send to different people.

I put the output in here for you. You can see what it looks like.

And this is the output. It’ll put it on a scale of one to ten. And because you’re we I recommend that that GPT that you use because it follows best practices for surveys and whatnot.

And then, of course, you would send this or interview, your one reader. In this case, it’s new dad. And you’re essentially trying to figure out, okay, which which resonates with them, the most. And then based off that, we would move to the next step.

So the next step after that is, you know, let’s say that we we are we speak to dads. We’re like, okay. This problem really resonates or it’s first time managers. In this case, what we would do, I know I went through this right here. Let’s go to this is a new dad.

Okay. Here’s the delegation. So I’ll go through I know it’s delegation, time management and delegation.

So what you do is you take this prompt and copy it. Now what this is gonna do, it’s gonna really dig deep into that specific problem, and it’s gonna use the criteria from the book, that we talked about. Because now we know the problem. We wanna understand the goal.

We wanna understand, what we talked about earlier, any questions they have. We also wanna understand any frustrations or problems that they have, related to that specific problem. So we’ll put that in here, paste it, and go up target audience. Here we go.

So first time managers.

And now what’s gonna do, it’s gonna based off the criteria of the book, it’s gonna really dig deep and so you can get in into the mind of the, the reader.

And this is building now we understand the top ten challenges. We we’ve narrowed that down to getting into the understanding the the mind of the customer, the the reader, and crafting our table of contents and also our book title as well. Now what I did in this case is you just copy and paste it, put it in your scoping document, and you can study it later. And it’s pretty detailed stuff. Like, it it it talks about personal and professional growth, why they’re motivated profile. It goes into detail quite a bit.

And if you do read the book, you’ll see that these are aligned with with everything that he mentions to, to do. You may not agree with all of it, but we’re using his criteria to, define the to define the stuff. So next is to, get an even deeper understanding.

Now now we know it’s first time managers. We know the problem. The core problem is effective delegation.

Now we wanna get in to deeper understanding. And we for effective delegation, we wanna know which skills they wanted to develop. So we’re gonna ask AI, specific questions, including why questions.

We’re gonna we’re gonna wanna know the the, the skills it wants to develop, the frustrations and the fear, any specific questions, and then any goals. And then we’re gonna ask we have specific criteria that he discusses in the book to get an even deeper understanding. So So what we’ll do is we’ll paste this.

And remember, all of this information we’re gonna be using for our table of contents and our book cover as well, which is I was pretty surprised the book. The GPT nailed it quite well. So we’ll paste this in.

Here it is. So d and this is deeper, deep in our understanding of the most pressing problem identified earlier, which, of course, was the delegation for our reader. We click on this. And now it’s gonna give me specific skills that the the reader wants to develop, specific questions it wants, answers to.

Because remember, we’re we’re promising something in this book. Right? So it has to be actionable because it has to be a useful book. So what we’re doing is we’re layering in and layering it, and we’re we’re getting to the meat and potatoes.

But because we’re going it from different angles here, we’re coming from a skill development angle. We’re coming from a fear and frustration angle. We’re coming from an answer and question angle. We’re also coming from a goal angle.

We can tackle different promises, and we can test which ones resonate better. So that’s that’s the ultimate, goal that we’re doing here. So, again, copy and paste this, put it in your, your scoping document.

Now the next step when that’s done is now we get a handle on our most pressing. And I’m I’m sort of going through this because we’re limited on time, but, ideally, you’d wanna analyze this and and read through it. I did this do with copywriters as well. So I’m gonna there’s a book called, Creative Under Pressure that I’m gonna write because it identified with copywriters.

One of the biggest challenges is wanting to, maintain creative or be creative when they’re still facing all these tight deadlines and they feel rushed.

So that’s a pre engaging topic. So I’m gonna write a book on that as well.

Let’s do the next step. Craft a tangible promise. So this is the fun part. Now we know the problem, the core problem, delegation, you know our audience. Now we’re gonna ask ChatGPT to craft a clear promise that we can start testing. And, again, this is the structure of the book, to the letter, including the skills, the promise that they need, the fear frustration, the promise that addresses that. We paste this in.

So here we go. So the first one is the need to craft a promise, is skill development. So many new managers struggle with establishing authority while maintaining a positive relationship with former peers. Here’s the promise. If your new manager finding it challenging to balance authority with, camaraderie among your team, then this book will teach you practical leadership skills. The next one is understanding the fear and frustration.

The another one is the identify the problem, new managers. Asserting authority is a good one. You know, if you’re a new manager pondering how to assert your authority effectively without alienating your team, this book will offer you clear guidance. So what we’re doing now is we’re aligning the the promise based off the, problem, but this we’re we’re categorizing the problems, again, based off skill, fear, question, or goal. Now once we’ve done this, we have our promise, we have our need.

You can go on to the next step, and you can test this if you want. You can take this prompt, put it into the survey GPT. And what what that will do is it’ll craft a series of, survey questions that you can either email, or if you want to, you can interview them. And the goal of that is to determine which promise out of everything we just mentioned sort of resonates with the reader, and then you can you can use that to move on to the next step, or you can just use chat tp t. I’m not gonna do this because I’m I’m pretty confident in the results that that chat chat t p t is writing. I’m gonna move on to the next step.

He talks about in the book, you know, who the book is for and not for.

So what I’m gonna do is now I know that the the reader, I know the core problem. Now I wanna draft who the book isn’t for is not for. And I wanna not only decide who the book oops. Sorry about that. Okay. So the next step is we’re gonna we wanna write, or decide who the book is for, who the book is not for, and what the book will not cover. So now Chat EPT understands our audience, the core problem.

It also has a handle it can also tell us, okay, who is the book not gonna cover, and it’s gonna write that for us here. Again, these are all the requirements that it talks about in the book, with clear examples of each one. So then it’s just a matter of pasting it in. Now this is important as well because this is gonna be one of the first sections on your book that, and he talks about, you know, you wanna highlight exactly who the book is for, who it’s not for.

So when I look at it right away, I’m gonna say, you know what? This book is for me. It’s not for me, and I’m gonna make that decision. And not to go really broad, because if you go broad, you get a lot of four star reviews.

It’s like, oh, this was a good book, but it wasn’t really for me. You wanna avoid that. And by highlighting who this for isn’t for and being ultra specific, new managers who wanna learn how to delegate, It’s not for, leaders with a lot of experience.

It’s not for non manager skills. Like, it it’ll break it down for you. I’m gonna include this in the the table of contents. So I would copy and paste this, put this in the scoping document.

The next step here is to write a recommend recommendation loop. Now this is cool because a recommendation loop is he talks about it, and we’ve all done this where, okay. I have a problem, and let’s do presentation. So I have a presentation coming up. You know, I’ve never done a presentation. I need to learn how to do this.

I’m talking to a friend at work. A friend says, yeah. Yeah. I I was doing presentations.

I read this great book. You should check this out. Oh, what is it called? I go read the book.

I implement it. I hold a successful presentation, and then I recommend it to someone else. That’s called a feedback loop. And in the book, he recommends that you write that, and it’s a dialogue between two people based off your specific problem, which is which is pretty cool.

So I’d paste that in as well.

And remember, I’m I’m layering this off of, each step. So now it’s gonna analyze it based off the problem, and it’s gonna write a a, a recommendation loop for me.

And, of course, what I would do before is you you take that. Here’s the recommendation that it, it did before, and it breaks it down for you. It’s triggering the need, mentioning the stress, and it’ll create a dialogue from start to finish. In this case, it’s, you know, she’s, Saris is is struggling with her colleagues. She’s struggling with her new roles in the manager and delegation, and Tom gives her advice, recommends this book. She applies the book, and then they call it closing the loop where she she’s like, hey. I had a great experience, and then she recommends it to a colleague.

So that’s what that’s what it’s, he refers to. And, so this is gonna write a complete recommendation loop for you as well. And, again, copy and paste that, put that in your scoping document, and move on to the next step.

Now we get into the fun stuff, which will be the table of contents. Now table of contents is, it’s, we talked about that before. It’s there’s a specific criteria he says to focus on. It’s solving the problem. It’s actionable.

So we’ve taken all the criteria from his book. We’ve taken the exact output that he suggests, and he gives some great examples. So we’re just gonna copy this in.

And now ChatGPT knows, who the book is for, who the book is not for. ChatGPT knows the core problem we wanna solve. It’s recommended potential promises, to solve that problem, identifying a goal, a challenge, or frustration depending on which angle we wanna go with. Now based off that information, gonna go ahead and it’s gonna draft a table of contents for me.

Now the, and now what you wanna do at this stage is you’ll take this table of contents and you can start testing it with people. You can put it in front of new managers.

You can ask people for certain feedback. You can tweak it. If you’re not happy with the first run, then, of course, you can, you can just have it rewrite it as well.

So I took this well, it’s running through because of time right now. Put it I put it into the table of contents here, and, it was spot on. It, I like this one better because it it it laid the foundation. One trick I had, if if you do so he does mention too, if you’re gonna write a useful book to make sure that it’s it’s timeless.

Right? It’s it’s not to not to align it with certain technologies that won’t be around in, say, a year or two years. Right? So one thing that I did is they’re the business book here on, like, the top one hundred tools you need to succeed.

And in that is the delegation process or as other business, frameworks that are using the financial world, like balanced scorecard.

So you can take these proven timeless frameworks and you can ask AI to, draft a table of contents around this framework that then aligns with your reader and the problem they wanna solve. So that’s gonna solve sort of the timeless take that we were talking about.

Next step we do after that is the book cover. Now this this is a fun one as well.

The book cover is there’s certain criteria that, we talked about in there. Now this one, you want to update a few things, on this as well. So you wanna paste this in just because it’s a bit more accurate. And it’s gonna give you ten potential book titles. So I put first time managers and most pressing, which is delegation, which we figured it out.

So now it’s gonna suggest some book titles.

Some of them you like, some of them you won’t. Some of them for there’s other titles I gave, and I’ll show you in a second that I love.

The copy running one, I absolutely love.

And, the the original title that it said, I made some tweaks to it. Now this is the criteria he recommends as well. You could use, copywriting formulas here if you want. There’s other formula that you can find. Test that. But this is based off the criteria he suggests that’s embedded into the into the, the prompt.

So now you have your titles. And, of course, you can you just you paste it in here. And now you have your table contents. You have your, your title.

You have everything done in the first part that he talks about, which is your your scoping document. So you’re like, what’s the next step? So the next step is to, take this information and you can use some type of writing tool. What I use is, it’s a lifetime value.

I don’t know if anyone’s ever heard of Atticus.

So there’s three books that I’m I’m gonna start, writing. The first one is the one we just went over, is the effective delegation for first time managers. I think that’s a great a great title.

This is the outline that I talked about, which is based off the framework. So it’s, I have my outline. I have the premise. I have the title. I can start testing it, and these are the the the other headlines that I I may test as well. And that’s all from the scoping document. It took me about a half hour to put this together.

The other books that, based off other research I did, the other book I wanna write is, of course, write useful books with AI, which is the process I’m going through right now. I’m gonna take that and I’m gonna write a book on it, as well. Well, that’s an obvious no brainer. And then this one, which is really cool, is creative under pressure.

I went through that exercise, and I told you earlier that copy that was one of the top challenges that I realized with copywriters is this need to feel to be creative.

But how do you juggle that, especially with all these tight deadlines? So it’s offering actionable tips and incorporating AI or some angle I have to think through on it.

So you put your title in there, you put your headline.

And, on the next step in here, another this is a big one as well, is the drafting.

So, this is all about writing, and you may agree or disagree on this approach, but, the there there’s plenty of books in that right now that are a hundred percent AI written that are making a lot of money.

If you wanna go that route and there’s a certain style you want, this is how you can do it. What you’ll do is you’ll take and I’ll include the prompt for you as well.

You can copy and paste this prompt into, chat GPT or any any that you want. And what this is gonna do is it’s gonna write a style guide for you based off your writing that you want. Now when I say style guide of your style, what I’ll do is let’s start a new one here. I’m gonna paste this in. This is a book that I really, really like. This is a book on delegation that, was was number one seller. It sold really well, and it tells an engaging story.

It, it’s not dry. It’s like a new manager. What he is what he experiences. There’s a lot of dialogue. It’s just a great writing style that I like. So all you need to do is if you find a book that you like or someone else’s writing, it could be a blog, it doesn’t matter what it is, then just go ahead and copy the whole chapter and paste that into the prompt. And you wanna find the the section here where it says examples right here, and just go ahead and replace that.

Okay? And then enter. And ChatTPT is very good at this. Claude is very good at this as well. So it’s gonna analyze this writing style, and it’s gonna write us, a, style guide for me. It’s gonna look for pattern recognition, adjectives, adverbs, and it is spot on. And it’ll give you an example, at the end, this will pass one hundred percent AI detectors, guaranteed.

It’ll it’ll show as one hundred percent human writing because it’s basing it, of course, off the human human writing. Right? So when this is done, you can take this.

And just before you’re gonna write a book or if you just wanna do an outline, with your spit draft or what it is of that chapter, you do very high level. And then you can copy and paste this, and you can see how it’s doing the dialogue, which is just exactly how I wanted. You would copy paste this in here. Save this as your style guide somewhere. You could put it in the prompt if you wanted to.

Okay. And just, write like me.

And now you have your own personal style guide that you can use. And when you’re starting, a prompt, you can just, you know, copy this, put it in here. This is gonna tell ChatGPT exactly how you write your your the style guide, everything it needs to know to emulate your running stuff. And then you can just put your outline here or what you wanted to write. It’ll emulate that for you as well.

I’ve done that with with these sections. So here I’m at with the to taking that process. And keep in mind, this this was a day. Okay? This is, like, maybe three hours getting to this step.

Effective delegation for first time managers, table of contents, the the the book titles that I’m gonna test, the introduction, the all the chapters, what’s book covers and what it doesn’t. I have all that in a scoping document. So I can just take this, copied it, put it in my writing style, and chat GPT will write it. Here’s the first, here’s chapter four foundations of delegation.

Here’s what it’s written so far. It’s the dialogue I want. It tells an engaging story of a new manager who’s learning how to delegate. He has the specific problem that I’ve discovered, the specific scenario, the specific problem, sort of promise, and it also uses the framework from this business book as well. So it’s timeless as well. Right?

And I’ll repeat that process through each, for each one, including the preparing to delegate, and then I’ll just rinse and repeat.

A tip on this is to, especially if you’re looking at a certain, topic is to, if you can find it, like, this was on AppSumo when it was available. This this is a database. So what you can do on these is is find a book or a topic that you like, and then you can add let me go to chatbot here.

You can go in and you can create a prompt, for it. You can upload the book. Okay? So all of these are books here that I that I’ve uploaded, including, like, patient dataset.

So it’ll only pull from that. And then you can you can instruct it to act as a writing coach and that author, and you can put your prompt in here. And then you can use this as a reference guide when you’re doing your research as well. Now a a trick on this as well, if you’re if you’re reading a book and you wanna create your own prompts or or concepts, is, ask this to use the book as its own dataset and then ask it to explain the concept in the chapter.

And once it’s explained the concept, then ask it to write step by step actionable, process to achieve that concept and then ask it to turn that instructions, that step by step process, go to chat GPT, and explore. You’re gonna see different different type of, GPTs that you can use here. One of them is called, prompt.

Here we go.

And you can pull this up. There’s prompt engineer, prompt perfect. That that’s a that’s a good one. You can paste those instructions into prompt perfect, and it will write a prompt for you to achieve the exact outcome that the author suggests based off his criteria.

As you can see, yeah, that’s pretty powerful, and you can align that with different books, and different strategies that you want depending on the angle that you wanna use. So if you can get a hold of this, definitely do it because you can build your own your your own datasets.

That’s it, in a nutshell.

I’m gonna put this online in one of the groups.

It’s gonna take me, I imagine, about two weeks to publish the book on delegation.

I’m gonna publish it to Amazon. I’m gonna put it up, and then we’ll see how it goes. But, it’ll be interesting. And then I’ll share additional processes on that as I go through it as well and all the prompts. So go ahead and bookmark this, this page, and I’ll share it with everyone as well.

And just a systematic process. You know?

Go step by step and and learn as you go, and then you’ll see different opportunities and and go from there.

Any questions that I can answer for anyone?

Jess had one. How are you planning on testing the titles?

Well, that’s you can do a survey. Right? It’s you can I can put it in front of people?

You can find first time managers. Right? You can test them. You can do interview questions, or you can send a survey if you want. K. Easy.

There’s a test I forget what it’s called. There’s a tool we’re at. You can actually pay as well, the split test. And people you can use Google Ads if you wanted to test book book titles as well or book covers.

I’m not gonna do any of that. I think that AI is to the point right now where I can get a pretty good idea. Like, I’m I’m more than comfortable with launching with effective delegation for first time managers. I think that’s clear.

It meets the purpose. It’s spot on. I’m not gonna see how it goes. But, but, yeah, the you can, and I’ll I’ll forget I forget what tool it is, but I’ll I’ll send it over.

He talks about it in the book that you can use to test as well.

I think Naomi just she chatted over Liza.

That’s the only chat that I use to, test different ads.

So you can It could be.

It could be.

Testing, and there’s a really wide variety of criteria you can choose from.

What’s it called? Sorry. It could be the one I’m talking about.

It used to be called UsabilityHub, and they’d be branded as Listener. And you can do five second tests. You can Yeah.

That’s the one.

Upload up until six different yeah. Yeah. I you can do without a subscription, you can do tests with one question, I think, one or two questions, and then just pay for that test.

And I think it it’ll cost, like, fifty dollars per test.

Yeah. That’s the one he talks to. I’m pretty sure that’s the one he talks about in the book.

Yeah. It’s a great, great platform. I’m busy over here.

Is anyone here writing a book? Anyone have any plans to write a book at all?

Abby and I are both writing books right now.

Are you using AI at all?

Or I don’t I would imagine.

I don’t take my word for it, but I I don’t think Abby is. I am. So, but this is really helpful because I’ve, I don’t know. What I’ve been coming across lately when I’ve been doing work is, between chat g p t, and then I’ve been getting into Claude, and then, oh, I just started on another one.

But I found it interesting because I did the same process the first few steps, kind of similar to yours but different. And I couldn’t believe I was using ChatGCT four, like, the whole thing, and I did it two different times and two different things, and I couldn’t believe how incredibly different the outputs were.

And, so I was like I don’t know. I think where I go a little bit wrong with AI is I like to see the different outputs among the different tools, and I struggle to stick with one because I like a piece of one, but then I like a piece of the other. And, and then I don’t know which one to commit to, and then it gets really jumbled when I’m trying to keep, you know, the whole conversation going with the chat so that it remembers and tracks and I don’t know. So that’s just been my I don’t think I have ADHD, but I definitely have an organization problem. So I you know, that’s just what I’m working out with as I write the book. So I appreciate the process, Shane.

Are you using Scholarly to, the so when I did the the spot on what Scholarly is really good as it’s, like, list the specific problem of this group, and then it links and it references actual studies.

Yeah. No. I haven’t. I was actually searching for that because I I hired a freelancer to do some work for me, and I’m like, I know there’s one where they will reference journals and things like that. So I appreciate you saying that. Yeah. I need to get it.

It’s in there, the link. I did link to it as well as it prompts.

And I did use Scholarly. I found the results were, were really good with Scholarly. There there’s a few of them in there that and the I like how it references. Another, search engine I’ll share my screen with you.

This is a really good one you’re gonna like.

And I’ll do one with you right now is have you used, perplexity at all?

No. So perplexity is cool because what it does is so let’s take this the core problem here. Okay. Here we go.

Most pressing problem. So what it’ll do is it’ll actually pull different references from the Internet, and, I use this one quite a bit. So let’s go here. This is fine.

Identify the most pressing problem of, let’s do, like, first new dads. Right? And what it’ll do is it’ll search, and it’ll pull and link to the actual references that it pulls. So this is searching Bing right now and using Bing.

And it’ll it’ll still stick to this criteria, but it’s gonna give you it’s gonna link to actual sources as well. So try this one.

Okay. Love it.

Difference between perplexity and Scholar GPT is what one scholar is peer reviewed and perplexity is just pure quality.

Everywhere. We it’s, like, pulling different like, this will pull from Reddit forms. Like, see all these here. Right. These are all the places it’s pulling it from.

Yeah.

What’s cool is that you can see like, some of these are yeah. A hundred percent is gonna be right. Some of them are are, you know, advice for dads. Some of this I can okay.

Just a heads up. Let me let me also explain this. I can control these rankings as well. So we’re we’re doing this now where these are pretty easily to, to manipulate these rankings as of now because they’re trying to figure out their algorithm.

Like, back in the days of Google when it first started, you know, it was easy to rank.

And the thing to be careful about this is, like, if I put in into this right now, I said, you know, will AI take over an industry?

It’ll say no. But then if you look at the sources that it’s referencing, these people have a vested interest in AI not taking over the industry. So you have to difference with this one.

However, now this one right here, scholarly, this is gonna pull from, is, two hundred million plus resources built in. Like, it’s an actual database, and these are, like, Google Scholar, PubMed.

So you can pretty much trust these results. Right? You still wanna verify, obviously. Right?

But you’re gonna you’re gonna get some pretty good you’re gonna get some pretty good information from this, and it’ll reference the sources as well. What I would do is another option, if you’re doing your research, is to take this. Okay? Find a assign a study or a journal and upload this to so all of these files here, these are books. So if you buy a book from Amazon, okay, you buy a book, you can upload to your own dataset, and then you have your instant look, I don’t read books anymore. I ask for summaries, and I and I create a bot that analyzes the book for me, just answers it when I need the information.

That’s a better approach to take if you can.

And then find a journal or a study and then just create prompts and a bot, like a chatbot, to analyze the different stuff. Right? Like, we use it for datasets for patients, write great leads, all that stuff, and that’s what I do now anyways. This is great for research. Amazing for research.

On that note, Andrew wants to know if you can recap the different tools and GPTs used in the process and what they do and how they connect.

Just so they’re all all the you mean the tools is in, the prompt tools or the different I think the one that I’m most interested in is how the one that you were just showing us, the four AI, where you can build the knowledge base from books. Like, it Oh, okay.

Yeah.

Connect to chat GPT. I got it.

My I was just curious about So this isn’t connecting to chat GPT.

This is, this is creating your own knowledge based dataset. Okay? So this is this right here is and and that’s a different so chat GPT pulls from a a a data it’s itself well, not self learning, but it pulls you can create your own dataset from this. So I can upload a book, a document, and then I can create a bot to only analyze that specific book or document and become an expert at that and then ask you questions.

Okay. And and what’s what’s stopping you from, like, I don’t know, putting a a PDF of the book into, the custom GPG, like, knowledge base instead. Like, why, like, why doesn’t that work as well as this?

Because this is this will there’s a with this specific tool, it’s not, it’s not just chat chat DBT. This one you can use, Claude. You can use a a bunch of different, bots as well. So if you open this up, you have different options, and you can also pull API. So you’ll get different results from different ones.

One of the issues is with chat g p t, it may not accept because it’s copyright. Right? It as soon as it reads that like, if you put this into, perplexity, it won’t do it because it it’ll say it’s copyright.

Even though it’s my like, I’m not selling it. I’m not doing any wrong. I’m using it from my own knowledge. I’m not sharing it.

Right? So you this just allows you to to bypass. It’s not it’s more like a third party. That’s why I like it.

And more importantly, the different, you can use you’ll get different results on what you go with. Right? And you can also do your own custom, API, and you can actually get it to do stuff if you want it to as well. You can do this with chat GPT if you want.

It’s not gonna be I prefer this, as well because it it remembers it. It’s always there, and you can just kinda build on it. Right?

Yeah. That was close.

You mean, I think you can get this still, I think you I don’t know if this lifetime this was a lifetime deal, and it’s a steal if you can get it. You get, like, more than enough credits, and you’ll save a lot of cash.

And you got it on that too well?

Yeah. I don’t know if let me see if it’s still available. This is the best one I found.

This is amazing for research. Absolutely incredible for research. Here it is. Research anything with AI.

Now it’s off. If it if it comes back again, I’ll let you know, and I’ll let everyone know. But it’s it’s spot on. It’s, I love this.

This is, like, one of the best tools that I use.

Who doesn’t? Right? And you you can hook this up to Evernote and create your own knowledge base. Right?

All that stuff. All those little bits of information that you’ve always saved and you don’t know what you’re doing with it, you have instant access to it with AI. Right? And you can you can sorta have fun with it.

That was great. Yep. Pardon me?

I said that was great. Yeah.

It’s fun. Combative. It’s, it’s fun. I’m I’m gonna publish the book.

You guys can hold me that too. I’m gonna I’m gonna put the link on. I’m gonna publish the book on delegation in about two weeks, and I’ll add to the process as we go through in including the right like me.

And let’s see how it it goes. Right? There’s there’s a lot of books on there making a lot of money right now that are hundred percent written by AI.

So Mhmm.

Jess has a question.

So if you’re going back through and checking to verify that everything’s accurate, Shane, do you have, like, scope on that? Or, I don’t know. I I, again, hired a freelancer to help me out with, a talk I’m gonna be doing been doing using AI to kinda, I don’t know, just put something together. And I did pay and then, also, I hired the same freelancer when I was doing a competitor audit component of an email program audit.

Mhmm.

And and so I I just was curious if you had any suggestions about when you’re using AI but need to verify any tips, things like that? Because I found in the first like I said, the first time I did the g chat g p t competitor audit, it seemed very spot on when I went to verify on all the competitor sites or socials of what they were leading with messaging wise. Then I did it again on ChatGPT, and I literally asked it.

We’re making assumptions. Right? You’re not whatever.

And he goes, yes.

These are just industry, assumptions, whatever. And, and it was completely off from what each company was really leading with in their messaging, whatever. But, anyway, my point is is, like, I’ve realized the need for a lot of double checking and triple checking, And I was just wondering what your experience was with that with AI.

It it depends on the topic. Right? Like, if you’re talking data where, you know, actual numbers and stats, for sure. But, like, delegation, I’ve been doing it all my life. I’m basing it.

I’m asking AI to, because one of the concepts that’s useful is, like, make sure it’s timeless. Right? It’s it can it can be applied now or twenty years from now, and and I’m just using a proven framework on a business, so I don’t need to verify anything. Yeah.

If I was asking for statistics on delegation or along those lines, I would hundred percent verify it. Right? But if, you know, but it it depends on on what year you can ask. Can you can control it in the prompt.

So, k, we do use we do write stuff for for doctors. Okay? And we do JR, which is he’s twenty years old. He’s not a doctor.

He writes articles using AI on very medical like like, pro like, very medical content, prostate cancer, and he pulls stats. But what he does is he uses we we take, like, the prostate society, we take that database, and we tell AI to only use information from that database. So we’re controlling the source.

Okay. Right? And and if you do that, then it’s not it’s not making any assumptions. And you can in the the tool that I showed you, if you read those those prompts, like, I’m very specific in what I’m saying.

Right? It the the this is this is what I say for the for the book, and this this will give you an example. So I say, as a nonfiction coach, your job is to help students write useful nonfiction books by applying the strategies and tactics from the book, write useful books. The main focus is on is providing clear, actionable tactics for writing useful nonfiction books.

Please provide answers using only the language terms and strategies found and write useful books. When explaining concepts, use direct quotes or closely paraphrase the book’s content without adding information from other sources.

So you see I was very clear and specific about what I wanted it to do. Yep. As long as you you can like I said, like, we this is HIPAA. This passes HIPAA compliance.

Okay? So that’s a perfect example. We have the requirements for HIPAA. We give AI access to it.

We have, the dataset on prostate cancer from a reputable source. And any studies that are peer reviewed, we give access to that. And then we create prompts based off what I just said. And we have a twenty year old who has no medical experience writing detailed white papers about a medic that are then signed off by doctors.

Okay.

So it’s all you can do it. There’s two frames of thought, though. A lot of people say not to write a useful book or do stuff that you’re not familiar with. I don’t buy that stuff. I think you can learn anything. You just have to take time to learn it. I don’t I don’t subscribe to that.

But other people say only do what you know. Data always verify unless it’s your own dataset, but even verify anyways. Right? Like, we do we do social media posts where it’s, like, about health, health topics.

Right? Like, it’s it’s prostate awareness month, whatever it is, and then we’ll we’ll pull stats from a dataset. But but we these stats are from reputable sources. Right?

And you can control the your AI bot to pull from those sources.

Okay. So it’s all it’s all about data. It’s all about where it’s getting information from. Right? That’s what it is. But that’s why I love these tools because you can you can the trick is not to and we didn’t call it a trick.

Forget if you use ChatTPT or any of these tools, have your own knowledge base. Yeah. Create your own specialized knowledge base around a specific topic and train your bot on that to become an expert, and it will. Right? So I have a bot for Gene Schwartz. I literally have his book, and I’ve been using it. And now when I have a question, I ask Gene.

Right? And the dataset is his book. Who doesn’t right? It’s like having access to him. Right?

That’s all.

Thank you.

Pretty cool. Right?

Yeah.

I love it. We’re in a different world. Isn’t this crazy?

I have a question that, maybe should have been asked earlier.

But these books, are you using them just to sell, or is this a lead generation tool? And if so, how do you start thinking about what topics to cover in the lead generation tool?

Sure.

So there’s problem.

Yeah.

So, yeah, that’s the reason why. Right? You you you can definitely use it for a lead gen tool. Like, if you’re especially with those, you know, you’re going into, your specialization and your one thing, then let me share my screen. I’ll show you what I do. And, again, it’s all about AI is broadly defined, and I I include AI as different tools that you can use.

But here you can go, like, the delegation. And there’s tools that it’ll analyze. You’re on Amazon. There’s tools, Chrome tools that you can use, which will tell you the different, keywords that people are searching for that topic, and it ranks them by popularity. Right?

So you can, in this case, I would I would use it for lead gen. Like, it’s solving a specific problem. If I was if I owned a business website, I would possibly offer this as a lead magnet. Who knows?

Or you can launch it on this to build your credibility. Right? And now you’re a published author. Depends what it is.

Some people do make a lot of money. There’s there’s, there’s millionaire this guy right here, Chat GPT millionaire.

Where is it on this? He makes about I think it was, like, five k a month.

And it’s, and it’s a hundred percent written by AI. Right? So there is money to be made. It just depends on what you want to you wanna do. I don’t I’m just doing it for fun. I if I make money, great.

We’ll see how it goes. But I am there is demand for it, hundred percent, and I’ll probably make some money. We’ll see. I’ll share everything with you guys. What do you wanna write your book for? Is it what are you thinking?

Well, I’ve gone on a several podcast lately, and I keep getting asked about about creating buyer personas that work, because for a lot of tech companies just really struggle to come up with a clear picture of who it is that they’re targeting.

Okay. Yeah.

That’s true.

Not something that I necessarily thought would be popular, but a lot of my, a lot of podcasts that I’m going on are demand gen managers. They’re talking about ABM or, PPC, and, those are also my target customers. So Okay.

I thought that would be sort of an interesting middle ground because it’s clearly something popular. And, also, it is not really a service that I offer, but it would be sort of a gateway into a service that I offer. Meaning, like Okay. Creating and optimizing landing pages.

Yeah. Hundred percent. So there’s a lot, like so you wanna I think it’s Gene Schwartz. Like, he talks about, you know, it’s all about demand.

Right? Like, you you wanna anything you do, you make sure that there’s a a need or a want. Like, I’m using my own words, but there’s tons. Right?

So I what I would do is, you know, you look at Amazon and you can see other people have written books. I would purchase those books, download them. I would analyze the reviews. I would actually upload all these reviews inside of ChatTBT, and I would create a dataset.

And I would I’ve from those reviews, I would have it summarized. I would I would PDF I would create a PDF of this. Probably do it now if you wanted to. And then just upload it to, the tool that I have to analyze it.

Then you then I would use, like, SEMrush, to look at keyword data and different things. Like, this is also this is buyer personas.

This is great for volume, but look at this. This is a table of contents in your book. Right? Is it this this is telling you how to outline your book based off real data.

So there there’s a massive need, a hundred percent. I would go a layer deeper, and I I would go, like, forget buyer persona. Like, pick a specific, you know, what are they trying to do with the persona? I would dig deeper on that.

Mhmm. Like, here’s a chapter, buyer persona, and example. These are lead magnets. Hundred percent.

And then I my my brand is called Story Logic, and so I was gonna tie it into different story elements, like how what is the villain in the buyer persona? What is the assistant?

What is Story brands does that plot line.

Have you heard of My Story Brand?

So they do great. Demo solution? Oh, different.

No. I’ll show you here. So, here it is.

Create an account and, it’s it’s hero’s journey, basically, but it’s well done.

So they they take the hero’s journey, you know, Star Wars, Jaws, all those books. And, basically, what they do is they they do exactly what you’re talking about. So this and in the end, you can print this, but it follows the the here the it’s a version of the hero’s journey, basically. Right? And it’s a character who starts the problem, meets a guide, gives them a plan. And then what they do is they take this and they they align this to, story brand.

But the thing is that these are oftentimes not something that tech companies are looking at.

Shit. Are you sure? Really?

I I feel like a lot of the because I work with tech companies that are very, very technical, and very complicated. And so they struggle to understand how to take these concepts and apply it to technology because it feels very consumer ish for them. It feels very, it it feels too b to c. That’s the sort of feedback that I get there. They’re not thinking in that sense.

You wanna know a lot more about features and Benefits.

And different target demographics, and they’re thinking about campaigns and keywords. And it’s just this kind of language is they even if they’ve heard of it, they don’t know how to adapt it to their, to their use case.

So we I can tell you what I know works and what we do is you can take especially for that, like, if what they’re really saying is they they wanna better understand their their, their audience so they can they can make more money. Right? They wanna they wanna get in the mind, essentially. So you can if you look at this, and this is the angle that StoryBrand does, is this right here is actually a sales page.

It just it’s it’s aligned differently. It’s left to right. But if you stack these, it’s a sales page. So if you look at the the templates that they have, these are the different templates, and we sell these.

This is if you if you look at this, it’s it’s a story.

Right? And that’s the sell. And you could they spin this for b to c, but you could easily spin that for for for b to b or or tech, whoever you wanted to target.

You could use the hero’s journey and just stack it so it tells a great story from start to finish. And then that’s that’s this does that make sense? Like, this overlay on top of that?

Yeah. Yeah. I get it. I I think it’s great. It’s just I don’t see that many people doing this for a very technical enterprise level b to b item.

But why? I don’t understand. I know. That’s interesting. Why wouldn’t it?

I don’t know why. Because, I mean, like, I I think that a lot of a lot of people in these fields are and people in upper management are typically engineers, and so they tend to be very, very technical.

And they’re not thinking in a creative storytelling kind of way. They’re thinking about the product, and they’re thinking about getting the product out the door as quickly as possible. And then I also think that, a lot of times, the marketing leaders are or the successful marketing leaders are more involved in campaign management. So they’re thinking about bids, and they’re thinking about keywords and platforms and ABM and different strategies like that, and the sort of storytelling layer comes in later, it’s not the top priority.

But it should. Hasn’t Yeah.

I I agree. I agree. I’m just trying to explain. I especially, I most of the clients that I work with are Israeli, and Israelis are known for being extremely practical, extremely, just pragmatic. They wanna get things out the door. They wanna start campaigns. They wanna launch things, and the strategic element of things sort of falls to the wayside.

So Yeah.

Because it if they’re logical, then they would see, like, it’s it all starts with with keyword. Like, the keyword data on Google is basically the mind. It’s it’s understanding what people are searching for, and you use that to feed your campaign, your AdWords. Like, we make a lot of money with Google Ads.

It starts with keywords. I can tell instantly by looking at a keyword where they’re at the buyers or any stages of awareness, whatever it is. Right? Like, that’s that’s this that would be a pretty easy sell.

I don’t know. That’s weird. I’ve heard that. Maybe maybe I’m just in my own world.

I don’t know.

It’s not it’s not just Israeli I mean, this is this is what I hear. This is what the podcast hosts are asking me. Anyway, I appreciate the answer. I do have to jump.

Yeah. But yeah. Thank you.

Sounds like an opportunity, though. If you if they don’t if they don’t know it, then and it’s like it’s such a no brainer, like, it sounds like you could sell them pretty quick.

Yeah. I mean, I I don’t know if it’s something they don’t know or if it’s something that’s hard for them to flush out and hard to actually execute.

It’s too theoretical.

Well, how are they creating ads, though, if they don’t understand how how are you writing an ad if you don’t understand who you’re writing ad for?

Not not that well.

Well, you can. It’s impossible. It it it sounds like they just need to be informed. Like, it’s like, that’s an opportunity to create a process.

Right? Like, it’s a system that will help them achieve the the outcome they want, which is just that’s what I would do. Anyway, that’s why it’s so weird. I never heard that before.

Yeah.

Each is on.

Thanks, Shane.

Yeah. No worries.

Yeah. Thanks so much.

Any other, questions?

Have fun, everybody. I’ll I’ll share this as well. And I said, give me feedback on my book because it’s I’m gonna publish it. Give me two weeks and see how it goes. Hopefully, I get some good reviews.

And Yeah.

We’re looking forward to seeing it.

Alright.

Thanks so much. Okay.

The Golden Triangle

The Golden Triangle

Transcript

All right.

We’re going to dive in because yeah, spring break or not. We’re here, and the game doesn’t quit.

So what I’m gonna do today, we are talking about the, diagnostic ish tool, called the Golden Triangle. And it’s less about when I say diagnostic, it’s less about diagnosing where they’re at and more about helping them realize them being your clients or your lead. Realize that it costs money to get a service like yours, and to get the outcomes out they’re looking for. Does everybody did everybody have a chance to look at the worksheet already?

If you didn’t, that’s okay. We’re still gonna go through it. So it doesn’t it won’t hurt either way. But it does build on the diagnostic that, we talked about a couple weeks ago. So I’m gonna share my iPad, actually.

You should be seeing that soon.

Just half a sec.

Loading up.

Cool. Good.

I was like, sometimes it’s sketchy. I was like, I don’t want this not to work, oh, in our, call.

Okay. So building on everything that we have talked about with that whole diagnostic. Right? So the idea is this comes from Simon Bowen, who is definitely worth looking into if you’ve never heard of him. I hadn’t heard of him before.

I saw a little, like, recording of a talk he did, and then I, like, binged everything.

So really worth looking into Simon Bowen. His name is on the worksheet for the week, which is, again, this is he calls it the iron triangle, and I don’t know why. So I was like, well, golden’s better. So I’m gonna go with the golden triangle.

You can call it whatever you want to. There isn’t a name for it that I’ve heard of out in, like, the world. But when we’re talking to our leads, we’re gonna basically pretend like there is and act like it. And that’s part of part of closing them.

So we’ll get into all of that. The point is we’re gonna start off with already having our iPad being shared. Now if you don’t have an iPad, that’s like, okay. It will just help a lot if you do and, like, sign up for a new bank account, and they’ll give you one for free.

So, like, don’t overthink it.

But, yeah, we do want an iPad or, there’s this other coach, Taki, who has his has, like, a sheet of paper on a table with a camera, like a phone over it. So you need a phone then.

Like, but and then he just draws as well. So you don’t you can you can just have paper and be drawing it, but it’s important that you’re not, like, drawing it, holding it up, drawing it, holding it up. You You wanna make sure that they’re watching. So Simon Bowen says, like, when you draw, it draws them in.

So the idea is the more that they’re watching you doing stuff, the more interesting it is and also showcases expertise that you’re gonna get into. Because it’s a scary thing to have a blank, sheet of paper. And only an expert can really start from a place of blankness and draw and make things, like, make sense. People are watching the whole time.

Right? So if you start with a blank sheet of paper and you don’t know what you’re doing, it’s it’s typical. You haven’t done it before. That’s why.

Right? So the more you’re confident drawing, taking notes in front of them. So we talked about this briefly when we did the diagnostic session before. And also, if you’re like, what’s she talking about?

Open up the worksheet too that I sent along for this week that Sarah sent you. So you, like, can just follow along because there’s a script in that worksheet as well. Just an easy script to follow when you’re doing this. So you’ve already been sharing your diagnostic, tool.

You’ve already maybe got through that point. For us, it looks like a sudden a little bit. And then you’ve been making notes going along, whatever they’ve been saying. You’ve been like, oh, excellent point.

Oh, I get it. And you’re, like, putting notes together and they’re watching. Right? So that’s where we’re at.

And by the time you’re ready for the golden triangle, we’re really getting to a place where we understand basically what the project is that they’re looking for.

We’ve already been through the vetting process, so we know, like, it’s something that we do or want to do. We have in mind our own budget for it, like, what it costs to do that, to to hire you to do that. And now we’re just trying to bring it all together. Now one of the things that many leads like to do is negotiate on price or start low. Of course, they do. They don’t wanna pay the top dollar if they can get it for less.

It’s just part of business, so we’re cool with that. Alright? But what do we do to get them on board with our price? So price objections can be a real thing. There are lots of ways that we’re gonna be talking about, throw a copy school professional.

Lots of ways to address price objections.

But the golden triangle is a way to address them without directly challenging their budget, even though there comes a point at which you’ll kind of directly challenge their budget. So let’s get into it. You’re at that point in the call where you understand what they want, etcetera. So but you’re starting to move toward understanding their budget.

Maybe they’ve even told you what their budget is, and they’re, like, off. Like, the no. They’re not way off. Like, they’re not saying two thousand and you’re thinking twenty thousand.

That’s like, we’re gonna wanna wrap this call up because it’s really hard to close that gap.

We’re talking more they’re like, it’s four thousand and you’re thinking eight thousand or it’s five thousand and you’re at ten. Something more like that. So not a massive gap. They can come on board. They are showing that they have some money to spend. Okay.

So this is the part if you’re already sharing, they’re already watching you map things out. You’re talking to them. You’re a consultant working through x, y, and z with them. Okay.

We’re getting that part of the the conversation with price. Oops. Sorry. And so we go.

Alright. Well, you’d be familiar, and this is the language to use. So okay. Cool. So you’d be familiar with the golden triangle.

Right?

You say you’d be familiar, and what’s the reaction?

Mhmm. Yep. I I’d be familiar with that. I literally did this the other day on a call with a gentleman, a copywriter who’s in house at this big tech company who I’m copy chipping.

And I said, so you’d be familiar with the fish and the fishermen. Right? And he said, mhmm.

And I was like, okay. So how does that apply here? And he was like and I was like, I’ll just jump in for you and save you there. But it it was just it was like that moment where I was testing out this.

You’d be familiar with phrasing works like a charm. People are nodding along with you. Okay? And it might feel tricky, but it’s just one of those things to get the client out of that place where so often for copywriters in particular that they come to us and they think that our work is very easy.

And, they just got all these weird assumptions going on. And this is, like, just just make them a little less comfortable with making all sorts of assumptions. That’s it. So you’d be familiar with the golden triangle.

So you would know that the golden triangle consists of, and then you write this out for them, time, budget, and outcome. Right? And, of course, the golden triangle exists because the world had learned that the vast majority of projects failed to deliver all three.

That’s it. Good. You’re good there. They’re like, okay. Cool. Yep. Because they’ve already agreed that they know what the golden triangle is.

So for them to challenge this now is a really weird thing to do. So now they’re on board with they can’t have everything. Okay. So what do we wanna do here?

This is where we say, okay. So let’s start with your outcome. Let’s start with what you were looking for. You came to me and you right out of the gate, you were saying that you wanted an onboarding flow.

This is just to follow along with the one that’s in your example.

And that includes, of course, strategy and execution. Right? Perfect. And what’s your deadline? What are you looking at? When when would you like this completed by? Okay.

So May thirty first. Is that, like, the absolute latest you can do? May thirty first. Is there any wiggle room there? No. Okay. May thirty first it is.

And what’s what’s your budget? What do you have as, like, a line item, or what’s your expectation for your budget here? And they might tiptoe around this, and all you’re just doing is that part of the conversation where you get them to to say what their number is. And they finally say, like, okay. Well, we’re we’re thinking about seven grand for everything.

Okay. Cool. So we’ve got this here. Now let’s look at this. It’s the golden triangle.

Right? This is the part where we prioritize in the golden triangle. So tell me which one is most important to you. And you’re still drawing.

Most important to us, the thing that we need most is probably to actually get the thing that we want. So the onboarding flow. Okay. Cool.

And then is it price or time? What’s most important next? Well, we really do need it by end of May. Okay.

Cool. So does that look about right? Great. Okay. Now let’s run this.

Let’s imagine you get an onboarding flow, strategy and execution live by May thirty first, but it comes in at, like, what the market typically pays, which is more in the vicinity of twelve thousand dollars. I know that’s not perfect, but if that’s what it had to be, would that be okay with you?

And they’re like, so from seven thousand to twelve thousand. Like, yeah. That’s would that be okay with you? Well, no. Okay. Alright. So it sounds like budget’s number one, and that means this is number two, and your deadline is number three.

Cool. So with a budget of seven thousand dollars, you get your onboarding flow, but it’s delivered July thirty first. Would that be okay with you? Well, no.

That’s not okay. I okay. Fine. So what I’m hearing is date delivery date is really important to you, then comes budget, and then comes the outcome.

So if you get this done by May thirty first for seven thousand dollars, but you only get the strategy.

You don’t get the execution by that date. Is that okay? And now they’re like, you’re out of your mind. Like, what are you talking about? Of course, that’s not okay. And you might have a little chuckle about this because they know where it’s going. Oh, are you still able to see my screen?

Okay. Cool. It just vanished for me. So just so you know.

Okay. So now you’re at a point where you get to get, like, honest with them. Right? And go, like, look, I can deliver the value that you’re looking for. I can deliver that for you, strategy and execution. I can do it by May thirty first. I’ve done it for clients like x, y, and z on similar timelines, but it’s always at a rate of ten thousand dollars.

It sounds like if something has to give, your budget is that thing. Do you disagree?

And that’s where you’ve now landed at a place where they may not be able to hit that budget. But what they can see is that your number is a real number, that they can’t have everything that they want. It’s not that your number is high. It’s that their budget was too low.

And that’s a good thing for them to walk away with because then the next time they have budget, they’re like, well, remember that person we talked to? She she drew that diagram. Remember that triangle? And we couldn’t afford her.

Maybe we can afford her now. Should we call her or him or whatever? So that’s the objective here. And if they can’t get there, if you’re going through this triangle and they’re like, price is just it never comes up properly the way you want it to and the way we just walk through it, that can also be a sign that it’s, like, not a good client for you because because they’re not willing to give on things very much.

They’re just like, yep. Nope. That’s fine. If you can deliver it to me for seven thousand dollars by July by the end of July, and it’s only strategy, that’s okay.

You’re like, well, that went weird.

And then you’d still say like, well, okay. So normally, this is the full scope of the project For me, just to deliver strategy, all of my minimum projects are, like, ten thousand dollars. So this is always gonna be the budget. Does that make sense? You’d still have to back up and talk them through that. But that’s basically how that flow goes. Does that all make sense?

Do you see how you would use it?

Kind of? Abby, I saw you do. I’m not sure.

It’s interesting, and I can see how I’d use it. For some reason, I’m running into some, like, hesitation. I don’t know where it’s coming from though. Yeah.

I don’t know where it’s coming from. Maybe just discomfort. Yeah. I don’t know.

Okay.

But I I liked it. I just yeah.

Yeah.

Okay.

Adam? By sales call, you mean, like, initial call, right, by the way? Like, the first stuff first call, the first interaction?

It could be either. Right? So it really depends. I’d be ready to move with this on any call.

So, if because some calls move a lot faster. Sometimes in that fifteen minute call where we think we’re just, like, determining if we should even work together, There’s, like, instant spark, you know, this is gonna work out well and you’re ready to move forward. So even though you book fifteen minutes in your calendar, you should have at least thirty minutes for that time in case it goes longer. And then if it does, if price starts coming up, if they’re talking about, well, we’d like it by this date, which can often happen in that fifteen minute call, then you’d wanna be you’d wanna have this handy for sure.

Yeah.

Yeah. I’ve been on calls where where they know exactly what they want, want, and, like, they just wanna hammer out, like, timeline and place.

So Yeah.

Yeah.

When the call goes so fast, it gets gets into an awkward territory because you haven’t prepared for that discussion yet. And Yep.

Yep. No. I totally hear that. So and this is like you can practice these things.

It doesn’t take much. You can you don’t even have to have anybody there with you. You can just like, I don’t know if you’re uncomfortable talking to yourself, but I’m not. So I’m gonna talk to my monitor all day.

And so you can just go through and practice doing it all by yourself and trying different ways of running through it.

And then the more you practice, the better able you are. Just go like, actually, I got something that will probably help with this conversation. One sec. You’re familiar with the golden triangle.

Yes? And that can be just like a really natural thing to help you whenever the time comes up. When you know budget is about to be discussed, that’s a good time to get ready with this. Yeah.

Cool?

Okay. Thanks, man.

Sure. Totally. Can I just make a recommendation?

Abby, you you might like this. So, I saw this triangle, and I got super excited because Joe validated me watching this terrible well, I thought it was good, but it went off the air after a second season. But, Oh.

There was a scene in this show Lipstick Jungle.

Oh, okay. And the guy is like he’s explaining to a gal. He’s, like, he does the triangle, and he puts and he goes fast, cheap, good. And he goes, you get two.

You don’t get three. And I just kinda put in the so when I saw your triangle, I was like, oh, that’s so cool. I was seeing it on the show from, like, the person who’s trying to hire someone and what you desire, and you did it from the person who’s trying to sell to that person. And I don’t know.

I just it kind of really rounded out the teaching for me having that perspective.

That you really tend to only get two unless you’re on Amazon, but then that can be crap too.

So Totally.

Then you’d have to put a third item, like, swap something out on the triangle that’s, like, ethical or something like that. Right? Yeah. Which one of these do you want?

So yeah.

I I heard it would stick jungle. I didn’t then I stopped hearing about it. I guess it went off, You, like you said, went off the air.

Yeah. Two seasons, but that was like the big business takeaway. So I appreciate that. I’ve binged that kind of thing just for that.

Oh, that’s so fun. Cool. Awesome. Anybody else? Any concerns? Yeah.

I have a question. Oh, Naomi, you go first. Yeah.

I was gonna say that the majority of time when I’m talking about price, the person who is I’m talk my point of contact is not the person with the purse strings. They’ve been given a budget and by either their boss or by the CFO directly and there’s a lot of bureaucracy in order to increase that budget. And they probably don’t care what the budget is is at all. Mhmm. But it’s not their decision to make.

Yeah. Yeah. And that it does depend. Like, this triangle can come out more than one time.

Right? So if they’re the one making the if you’re never gonna talk to decision maker, then it’s your job to get that person whose budget is inflexible to go back and make a case for you. And the more you see otherwise, you wanna get that the person who holds the strings on a call. Like, that’s the most ideal thing to do.

But if you can’t do that, then the other person has to advocate for you. Because there’s gotta be a way there has to be room to move or else your audience is wrong. If they’re always gonna come in the room with a five thousand dollar budget, and that’s just the way it is, it’s gonna be really hard to ever get to a place where you make the kind of money that you should be making because they’re making all the calls when it comes to how much you make. You might as well go in house at that point.

So you need to show that you are, hi kitty. You need to show that you’re an expert, that consultant where they’re like, this person’s gonna make me look good because this person knows what they’re doing. Like, I was impressed on the call with them. So I’m gonna go back to my boss or CFO and say, look, we have seven thousand.

We’ve paid this low amount for freelancers before, and they’ve kinda screwed us. So what, what can we do to get to ten thousand for this project? If it’s impossible, then it’s impossible. And there are other levers to pull, but we all know we gotta make a certain living, and that’s the way it is.

So get the decision maker on the call or get the person who should be advocating for you to be pumped about advocating for your price.

Yeah.

Yeah. You are mainly the group you serve.

You need to be a sales driven organization. There’s just no two ways around it. Yeah.

Alright. Abby, you had a question?

Yeah. I think, I already know your answer to this, but I’m gonna ask anyway.

So what’s your take on, like, with the outcome removing pieces? So for example, if it was, like, a sales page, and then you can say, okay. I could take out, like, the messaging guide, the customer interviews to bring the price down. Yeah.

It’s not the objective is not to change your scope.

That’s not what the triangle exists for. So if there if you say something that you think is ridiculous, like, I can deliver the strategy but not the execution by May thirty first. Like, that’s obviously, like, it’s ridiculous. Like, you’re gonna want both.

Otherwise, what? Or I can deliver execution, but no strategy. Like, for you, you’re like, that’s actually bananas. Of course, that’s not gonna happen.

How what would I be executing on? Just error? Like, there has to be something that comes before it.

So if they’re like, yeah, that sounds good. Then you’re like, shit. No. I can’t work with this person because they don’t understand.

But if they think that it really is, like, about adjusting scope for, the project, that would really only work. You’d only wanna say yes to that if you have a team to hand it off to. If it’s, if it’s like, oh, okay. So you just want a sales page, not the whole thing.

I’ve got a team. There’s someone on it who can write just the sales page, and it won’t be a problem for them. Maybe I’ll just close this business. Like, you can if you have a team to do that.

If it’s you, don’t. Yeah. Don’t change the scope.

Why not if it’s just me?

Because then you’re so we’ll talk about this during the intensive.

Okay. As soon as you start if you’re ever going to get to the kind of money that you want to get to, you need to have leverage in the form of systems, documentation, and then eventually people to execute on those systems and the documentation.

The more you’re customizing and changing scope and and things for people, the, the more documentation you need, the more systems you need. So if you have more people, then you have the ability to kind of, you know, puppet master things.

So that’s fine. You can change things up. But if it’s just you and you’re doing new things all the time, it is just not a tenable.

It’s not a good approach when it comes to like getting to that next tier. Can’t build your authority on fifteen different things, changing scope all the time. Gotta have the thing that you do and do really well. So for you and then your job is to sell them on the whole thing.

So if they’re actually like, well, you’re it’s true. Our budget is only seven thousand and we do need all these pieces, but maybe we can write the emails internally. For you, that should be like a holy shit note. Like, no.

Your job becomes making it clear to them that they need you for all of the pieces. Yeah. Oops. Oops.

Sorry. Yeah. If you’re ever going to adjust things, it should be scope typically. But that’s for, like, that’s like freelancing school stuff.

That’s not coffee school pro stuff.

That’s not getting to that scope all the time, like, to make this sound bad habit.

I need to get out. Yeah.

Yeah. So we’re gonna I’m so excited to talk about this in the intensive. Starts next week for those who just joined late, late, like a second late. I had just talked about it and then other people join us.

Go. Sorry. So it starts next week. You’ve been invited to it, to the kickoff call.

There’s gonna be a bunch of stuff, that will get you set up for hopefully, some cool stuff. I’m so stoked about this curriculum. It’s amazing. Yeah.

So, yeah, watch for that, and we’ll be changing some some ways that we think about projects and talk about them. We’ll be switching that up. Cool.

Alright.

We’re entering that part of the call where if you have any questions, we can talk through them. So if you do share your win first, and then we can all celebrate with you, and then we’ll hop into questions. And if you don’t, then we’ll take the rest of our money back. Any questions? Anything anyone’s working on?

We’re all good?

I’ll go with no one’s going.

Sure. Go for it.

I don’t really have much of a win to share, but I had a lead come in, which looks a little promising. That’s for email work, so that’s the only win.

Alright.

So when Yeah.

In terms of questions. So regarding that, pricing page book, ebook, I have I almost have my spit draft, but I have worked on a table of context. I’ve sort of worked backwards now in the sense that, like, maybe I spent too much time just writing stuff.

Okay. And then I’m in the stage where I’m trying to figure out what the table of content should look like. So I landed on something, and I was wondering how to kinda get feedback on it. Should I share it on the channel or should I?

Throw it up right now. Let’s take a look at it. I don’t know how deep we’re gonna get it, but we can at least did you read useful books, Edmond?

I did. I did.

Okay. Perfect. Then you should be in decent shape with that one.

In decent shape. Yeah. I think the table of contents still need some work in terms of how you position the titles, but at least content wise, I’m just trying to get things that should be there. Okay. I’ll share my screen.

Wait. How do you share again?

Download. I don’t know.

It depends on what Oh, there it goes.

You’re on. For me, it’s at the bottom.

Okay. Let me know if you guys can see my screen.

Okay.

This sounds nitpicky, and it’s the very first That’s fine.

No. That’s perfect. I I I want nitpicky, so this is good.

Well, why instead of the definitive guide?

Okay.

There’s a real question. We had to choose that.

So the reason I said, actually, maybe bit sticky.

Yeah. You’re right. Because I I figured other people will be writing something on it as well and saying the is coming off very authoritative, and I’m not really an authority in the space.

So How about what what the whole idea of this is to say I’m the authority.

True. Yeah.

For the way.

You know, when April talks, like, when April talks about her career in her book, it seems like she’s already worked on so many clients before she wrote that book.

Well, she had. She worked on clients, but she didn’t have she doesn’t actually have a background in marketing.

She’s an engineer. Like, she doesn’t she didn’t have that. So, like, she’s a Waterloo engineer.

So, but that doesn’t, but she’s then she went and worked in tech companies and ended up doing sales and marketing.

But I mean, honestly, when you think about the number of people out like, you don’t have to don’t let I don’t have enough experience.

Stop you. I mean, I you’ll know, cause there’ll be a wall and if you’re pushing through the wall, faking your way through it, you’ll know.

But otherwise I wouldn’t like just write the book, start by writing the book and then go from there. Look at and then, honestly, I would challenge you to look at the vast majority of people who are out there who how did James Clear become the habits guy? He doesn’t have a degree in habits.

Right? Like that’s not his thing. He just formed good habits and then started writing about them, and became an authority on it and worked to be an authority on it.

So I wouldn’t like, yes. Worry. But don’t it’s one of those balances. Right? Yes. You need to be authoritative, but you can also be learning things as you build that authority.

So the Noted.

Definitive guide. Okay. How to transform your most conversion critical asset into a powerhouse of results.

Anybody have any notes so far on what you’re seeing?

I would put this in sentence case. This is really hard to read in title case.

And sentence case is usually seen as a little bit more professional, especially in SaaS companies. I don’t see that many SaaS companies that use title case. I know it’s a pain in the ass to change, but, that’s I typically think it’s much easier to read when it’s, when it’s that way.

Anybody anybody else? Jessica, what are you doing?

You’re reading I’m looking at my books going.

I’m not sure I agree with that one. I don’t I mean, it’s not the thing I would focus on as much, but I I don’t know. I I’m looking at my books going, I see a lot of the opposite or capitalize the whole thing, which but I don’t know.

I guess I never really looked that close. So I I don’t know. And that’s probably not the one I would I I disrespectfully, I guess, disagree on that one.

But Depends on the I’m not the definitive person on that.

You’re a definitive person. I’m a Yeah. I would say look at the books on yourself, right, to figure that. Who knows in the end, like, the formatting. The three I just looked at all had all caps. Yeah. So it’s like yeah.

But that’s still, it’s a fair point, Naomi, we do want it to be a readable, book. But I I get that, like, the title. And so alright. So we have SaaS pricing pages. The audience that you’re speaking to is whom, Adnan?

Where do you speak? C level c level folks, who would be willing to we we’re looking to optimize or or increase their conversions from bottom of funnel assets.

Okay. And when you went through and did the right useful book stuff, did you write out when he was like, make sure you know your audience, how they found your book, how they’re referring your book, you wrote all that stuff out? Or did you just read it?

Yeah. Yeah.

Okay. You wrote it out?

No, I, I wrote all that stuff out.

Okay, good. Work through that. Okay, cool.

Yeah.

Okay. So how to transform your most conversion critical asset.

So your people are coming to this book. How do you think they’re finding your book?

How do they discover it?

So the okay. So I was thinking about distribution, as to, like, once I’ve written, how am I gonna distribute it? So I figured that, I guess, the the easiest thing for me to do, considering this will be an ebook, would be to distribute it through newsletters.

So they’re landing on it through newsletters emailed to them.

Okay. So do you mean, like, you’re sponsoring newsletters? Or how are you getting into it? Okay. Okay.

Yeah. Yeah.

Okay. So these are newsletters then that are already targeting tech.

That audience.

Leaders.

Okay.

Great.

But do they know that a SaaS pricing page is important?

Are they to me, it sounds like if you’re unless the newsletter is about pricing pages, what are the chances they know that? So so because we know that a lot of tech marketers don’t think about their pricing pages at all, like, ever. They think about their home pages and all this other stuff, but not their their pricing pages like they should.

I wonder if there wouldn’t be an objection to the idea that it’s my most conversion critical asset.

Because I’m I’m not even thinking about it at all. I thought my onboarding sequence was, what are you talking about? What’s this pricing page thing? So that part for me, I would just say make sure that your audience is nodding with you from the beginning. Or if they’re not nodding with you, they’re so surprised in a good way by what you’ve just already revealed to them. So if you want to reveal to them that their pricing page is, like, this powerhouse potentially powerhouse of results, feels like there’s a gap there between the headline and the subhead. For me, at least, it does.

In in the shoes of your audience, I feel like there would be a gap.

Yeah.

Can I also, I I have another thing to mention? I I think that when it comes to SaaS pricing pages, you may wanna reconsider who your target audience is because SaaS companies grow incredibly fast.

And if they’re looking at their like, a website is a very complicated thing to update because you often need engineers and you need designers. So a lot of them are thinking, like, my homepage is a mess. The entire website is a mess. Like, there are so many things to do.

Pricing pay it by the time they’re ready to think of the pricing page, I feel like they’re in the, like, optimization stage. Like, the rest of the website has more or less updated messaging, meaning, like, it reflects the actual product that they have. And so if they’re ready to optimize, you may be actually you may have more success if you’re targeting, like, a a product marketing manager or a growth marketing manager because they’re gonna be thinking of, I am ready to take this to the next level. The website is more or less converting. Our campaigns are converting.

Now we’re ready to, like, give it a little boost. Because if you try to introduce the pricing page when their homepage was created four years ago and has none of the information is relevant, then it’s not going to hit quite as well.

I think it’s a good point.

K.

So how how how do you how do you propose then do we ease into that? Because like you said, Joanna, like, they’re probably not thinking about their pricing page being a problem yet.

Yeah. I mean and that could be a question like so you’re calling it the definitive guide to SaaS pricing pages. If you are a growth lead at a SaaS company, whether that is a fast growing or slow growing one because there’s the giant space in there before the hockey stick and that varies.

Regardless of it, there’s somebody who wants to grow revenue trial starts, conversions on the other side of the onboarding sequence. So depending where their how their pricing page changes or if they just simply have two, What are they looking for? Now it doesn’t mean that you’re wrong to have it be called the definitive guide to SaaS pricing pages.

But is that what they’re looking for? Or are they really, like what’s and and so did you start by writing the title, or did you finish by writing the title?

So the title was already in my mind.

Yeah.

I hadn’t I hadn’t written it down. I I I I focused on the content first, and then I landed on that sort of title and the subtitle.

I feel like both of these together might be worth trying as a really strong subhead that like, it’s like explaining the value proposition of a SaaS pricing page for that growth focused person as the subhead. But, like, what’s the bigger idea that they’re buying into?

Obviously, awesome as, like, the bigger idea. Right? You want to be so obviously awesome. You don’t have to talk about yourself at all. It’s just really clear.

So what’s the thing that this audience is looking for?

What’s the conversions. Of that. Yeah.

Does that make sense?

Yeah. Yeah. Yeah. So something around conversions, would you say?

Converting prospects, converting When you talk to people in this space, does anything surface that they’re saying?

Is Is there anything that’s, like like, for positioning? I wish people just understood what’s so awesome about us. Nobody seems to get what’s so awesome about us.

And so are they saying anything like that for you or, like I would look into that.

Yeah.

What are what’s that that you can hit? Or and if it’s not that kind of thing, it’s like the invisible sales machine, I think it was called, or the invisible selling machine, which is a we’re recording this, but it’s garbage book about email marketing.

But it’s a really good title, like a really good title for the people it’s trying to attract.

So kinda just explore that. But if your if your title can be a bigger, more ambitious idea, I’d start going down that path. I know you’re calling it an ebook. We don’t want it to sound like a blog post.

Like, we want it to sound like it’s a meaty, insightful, like, look into this asset that you’ve been ignoring that’s actually the site of conversions and ultimately revenue for your business. Like, you gotta work on this thing, and the payoff is huge when you do.

So I’d dig in there.

I would also keep in mind that for a lot of company a lot of SaaS companies right now, paid media spend is down.

And so you can use the angle of leakage, meaning if you’re spending ten thousand, thirty thousand, fifty thousand dollars a month on paid media, and you’re funneling all of your resources into the home page, then you’re really wasting a huge opportunity to convert people once they land. So it’s not only converting, it’s also, like, wasting a a lot of your marketing spend because all of those high intent leads will go to the pricing page.

And, like, you just maybe you spent a hundred and fifty per lead, maybe you spent two hundred per lead. So I would say that, yeah, loss, loss aversion can be a stronger motivating factor than positive benefits. And for a marketer, wasting money is, is is very scary because there’s not that many of it. There’s not that much of it, and there’s a a lot of pressure on marketers these days. There always is, but especially right now.

Yeah. So I I found a good content on how it it’s worth more it’s more of an it’s a better ROI to focus on optimization versus customer acquisition, which most companies tend to focus more on. So I actually found some good content on that as well.

Yeah. That’s, like, the whole premise of forget the funnel. Like, stop forcing people into the top of your funnel.

Cool. Awesome. Okay. So then we get into your title for the section is the anatomy of a pricing page. But what you’re really the opening, the hook is the most ignored marketing asset in the customer journey.

So that I think that’s really important, to bring your your reader on board with that out of the gates. Like, just make a strong case for pricing pages. Why are they so ignored, etcetera.

Can Can we just see the high level, all the one, two, three, four for the actual or wait.

Sure. Yeah.

My monitors are overlapping in a funny way, so I’m missing the part over here. So understand your audience, leverage pricing psychology, design for user success. Okay.

So chapter six or section six being, like, the main meat of the Okay.

I think there’s too much. I think there’s too much going on. And the messaging strategy part kinda threw me.

I get pricing pages, pricing tiers.

Yep. Or do you think that that that six point one six dot one and six dot two should be just one thing as section six.

I think when you say messaging, you’re gonna throw people off.

Okay. That’s all.

I think that’s another it’s a follow-up book, that’s an appendix, or something else that you put in there if it really matters. But if I’m looking at a pricing page, I should be thinking yes of my headline and stuff like that and everything that goes under the pricing table. But in most cases, the biggest opportunity is in, one, change your h one from pricing to something real, and then do more with the pricing table. So talking about the tiers and stuff like that.

How to label those, what people are doing wrong, the examples, the tear downs that you can do in this of, like, existing pricing pages and what they’re getting wrong versus right. I don’t think you need to get into your message because that’s gonna be like, wait. What’s a stage of awareness? What?

Cut it.

I would. I’d cut it. Only add it in if it needs it afterward, but to me, it feels like you don’t need any of the messaging stuff.

Okay. So none of the rule of one, none of the okay.

Stick to the Say it lightly, but I don’t introduce things that are gonna be, like just focus entirely on the rule of one.

Just focus on pricing pages. That’s it. Everything else, they can they can book a consult with you to learn more about other things. Like how but what but what about after I’m done the pricing page, the tiers Still not working. What do I do? Then they they talk to you and do a workshop. Yeah.

So when you say that about messaging, do you also mean, like like, the the messaging inside the tier as well don’t talk about it as much?

Oh, no. I mean, like, if it’s gonna sound like the thing about a pricing page that’s so nice is it’s so focused on on action, on things that people do on, like, quick looking at information, and then clicking the thing. But it’s not like like a home page where you’re like, oh my gosh. What do we lead with?

Like, what do we say in what order and accept, like, when do we ask them to click? A pricing page is like, this is where the button is. That’s where they click. We either have a button there or we don’t.

If we don’t, it’s strategic. And if we do, it’s standard. It’s like the button goes here. So that’s kind of where it’s like, just focus them on the user experience stuff, on persuasion architecture, and then layer in the importance of, like, how your copy and message are on the page.

But don’t I would I would not get deeply into words.

Copy principles. Yeah. Okay.

Yeah. Okay.

I wouldn’t. Because I don’t think that’s that interesting, honestly.

Not when you’re coming, you’re trying to figure out what’s going on with my pricing Okay.

Okay. So it it was a lot bigger than this.

I had to cut a lot of things to get And you’re still gonna cut some more.

Cuts. But I think it’s I mean and we’ve got people in the room who write books like this all the time. Jessica, Abby, both have strong backgrounds in this. Any other notes for admin?

Yeah. I I think chapter six, that’s the one I need to read through to see where you’re going with it to give you, I think, more specific advice. I don’t have a problem doing that. Adnan, if you would like that, I’d be happy to do that for you.

A little bit. Yeah.

Just seeing kinda seeing top level is hard when I don’t I haven’t seen what you actually wrote.

I am I know that when you’re writing to that audience, like, because I used to work with that audience, you can’t they don’t you don’t write to them the way you would maybe a course creator. Right? Little less sexy kind of way. But I am kind of wondering if there’s a way to make it a little more enticing.

Like, for example, one of the questions I had was, when you titled chapter six craft your messaging strategy, do they if they were talking about all of those, the value prop and everything you have in that chapter, would they consider that messaging and messaging strategy? Is that what they call it?

That that’s something worth looking into that I should research. Yeah.

Yeah. Because, I mean, I don’t know. I just I’m and look. Limited here. I only worked with truly, like, one or two companies that were true SaaS and tech, but, I just can’t see my engineer guys saying that, but they weren’t they were very traditional marketing, so maybe that’s why.

But I would just look into that because for some reason, that was a red flag to me. Like, oh, I just want you to kinda say how to talk about, you know, how to talk on your pricing page, which is terrible. But you know what I mean? I wanted a little more straightforward, but that might just be my personal.

But I was literally what I had literally what I had before, like, what to say in your pricing page.

Yeah. And I’m like, that that cannot be a title.

Like, that just I’ve look.

I mean, it should be in alignment with what your ideal audience would say. Right? But for some reason, the the thing in my brain went off with messaging. I was like, oh, that sounds very marketer speak.

I’m I’m not I’m not sure. The guys I worked with wouldn’t have said that, but that’s just the guys I worked with. So yeah. Anyway, something to research and just make sure because I do think for a lot of people, myself included, the word messaging is loaded.

And and for me and I think for my and, actually, my old clients would have been very intimidated by that word and I wouldn’t want a chapter where, that I started off with that.

That’s my only thought when I saw your chapter six.

K. Thank you. That’s that’s very valuable insight.

Nice. Thanks, Jeff. Yeah. I think each chapter, just if you can zoom it in on one thing as much as possible.

And as you’re reading through, if ask yourself, like, could I write a book on this? And if the answer is yes, then it’s probably not zoomed in enough. I mean, I I’ve had to redo my entire outline for my book because I really like like, I had a chapter on sales pages, a chapter webinars, and I’m like, this, you can’t you can’t teach a sales page in a chapter. So completely pivoted.

Yeah. So just maybe be be prepared to to to do a lot of pivoting, and just zoom in as much as possible would be my advice.

Yeah. I mean, I think it’s worth noting that if you’re was there. Otherwise you do lose a reader. I remember, when I was reading You’re a Badass at Making Money, I was loving it. And then she got into really simple, like, basic stuff around list building and things. And I was like, oh, no.

Is this person basic? This whole time, have I been nodding along with someone who, like, doesn’t really know what she’s talking about?

So better for her not to mention that at all than to, like, just mention it in a way where you’re like, oh, no. Oh, it’s kinda crappy. So if you can’t dig into it, cut it. Unless somehow they need it. Need it. Need it. Like, need it.

Okay. Need it. Just gonna keep saying need it because that’s meaningful.

I really do think I look at six point one and six point two, and I’m like, that’s the whole bunch. Like, there’s so much there.

Once you start adding in examples, what there’s jobs to be done in there. Like, there’s it’s like everything. So just like Abby said.

You even mention jobs to be done other than just making a reference to it?

I mean, your audience probably knows about jobs whether they apply it or not. They know about it. So it’s like a good indication that, like, if I know about it, you know about it. We have something to talk about together. Right?

There’s like Yeah.

Leave this in common, which can be good for likability. But write the book, see if it works, if it if it feels, again, basic, then that’s what editing’s for.

K.

Yeah. Yeah.

Well, and the chapter, these are, like, the last ones again. And now it probably feels like a lot. Right?

Right.

Yeah.

Yeah. I I have for a second. I would be careful with the word messaging because in my mind, what I hear is more, like, fundamental product messaging. Like, how do we compare to our competitors? How do we pitch ourselves? What is our voice?

Like, a lot of those kind of things.

And those are the things that they probably would have figured out if they’re ready to optimize their pricing page.

So it might be confusing for them, because they’ll see it, and they’ll like they’ll be like, wait, I think we already have messaging, or do we have to redo our messaging? That’s gonna take a long time. I’m gonna have to get lots of people on board. Where if it’s just a pricing page, then they can move more quickly. They can optimize it with their own team without having to get lots of people in upper management and then give them a little time. So, like, each like in this title, you may just want to pick a different, like, phrasing or copy or something that feels a little bit more small a little bit smaller and more specific in scope.

Okay.

Alright. You got notes to work with there, Adnan?

I do. I do. I do. The whole program. So, okay, thank you so much.

Okay. Thank you. Thanks for sharing. Good job working on this. It’s amazing.

Make it happen. Yeah. Alright. Anybody else?

Abby?

Yeah. I would oh, first of all, my win. So I’m just about to close a deal with my client, and then I’ll be at hundred k for q one, which is exciting.

Revenue, though, not profit.

And then my question so the optimization retainer I was chatting about, like, last week. I just lost some feedback on what I’ve included in it. I’m just feeling really weird about the whole thing, not confident. Would you mind taking just a quick look at Still it.

Should I I can drop it in the chat or share my screen.

Sure.

Then we can all look at the same thing as I do.

Yeah. K. Cool. Okay.

Can you guys see the email? That’s the box. Okay. Okay.

Now we can’t. Oh, wait. It’s your inbox.

Yeah. Yeah. This is the email that I sent. This was just like a quick proposal after the call. Okay.

Alright. So here’s a quick proposal to show you what it would like. Well, it would be like to have me working on optimizing the other free cleanup funnel based on the data so far. I see a huge opportunity to scale cleanup to ten thousand plus a day.

Maintaining improving conversions as you scale would play a crucial part. Okay. Here’s what’s included. So included in the optimization.

Okay.

Mhmm.

Track conversions, AB test and optimize, monitor and optimize, opt in page versus email. Okay.

Ad copy.

This is a lot of stuff, Abby.

Optimize sales page and add new testimonials, features, messaging.

Just, like, keep doing the project again and again and again and again. It’s a lot. Ad hoc reengagement, downsell sequence based on performance, collaborate with other team members when needed, and then a profitability report. Have you sent this?

Yeah.

Yeah. And they’ve got we’ve got a call about it. So they’re they wanna discuss pricing and features. Because he I remember he said to me, like, make sure each thing is worth a thousand dollars, and he said to quote ten.

But as I was looking, I was I’m like, well, fresh ad copy as needed. Like, it’s an essential part of it, but that’s not worth a thousand dollars. That’s worth maybe, like, a couple of hundred. So I was just kind of no. I thought ad copy is, like, cheap. Or Well, it’s cheap.

I mean, literally, everything’s free if you want to look at it that way.

So it’s there’s a there’s a quality standard, though. Right? There’s the expertise that you’re bringing, and that’s why it’s for you to nobody needs someone to write junior copy for them. AI got rid of junior copywriters.

Peace to the juniors, but you’re gone. So you have to always be the the best at it. Right? And just, like, don’t worry that you’re not.

Like, just I know that sounds dumb, but, like, just don’t worry. Just, like, don’t worry. Worry about it, Joe. You’ll be good at it. Don’t worry.

You’ll know if you’ll know.

Yeah. So when I look at this, I’m like, okay.

I what I see is, you’re trying to show value by showing lots of stuff that you’ll do, not by showing results.

What they care about is not your busy hands. They don’t want you sitting around doing nothing, but nobody I haven’t my experience is not for people who are hiring professionals. It’s not how busy were you today.

It’s what did I get out of it today. And that’s all you need to worry about. You need to say, let’s get you now that we’ve implemented this, now that you’ve got this evergreen funnel going, you know what most businesses do? And wait for them.

Most businesses walk away and just let it sit there and fester and nothing’s getting better and their audience is changing and algorithms are changing all around us. And you have the same evergreen funnel set up brilliantly. I might add because I’m a genius, but you have the same thing sitting there. And when are you gonna optimize it?

When did you last optimize your evergreen funnel? You didn’t have one before. Right? So like just talking them through it in a way where you see yourself as the expert and on the same level.

You’re not asking for work, you’re offering them this solution, but you actually have a way for them to keep making money. Like, where you will be in charge of watching that the evergreen funnel keeps going up instead of what’s their plan right now to optimize it? What’s their plan? Fucking nothing.

You know, they have no plan to optimize it. You come in for the bargain basement price of five thousand dollars a month. You’re gonna keep that going up.

What? Like, you don’t need to list out every single thing you’ll do. That doesn’t matter. They’ll wonder, okay, how are we going to get to those results? You’re saying you’re gonna keep this number going up.

How? Then you can talk about that, and you can say really quickly, like and put it in brackets. Like and if you’re wondering how I’ve done this a million times, and then you just put in brackets, like, check tracking conversions on an ongoing basis, writing new copy as needed, and then close brackets, etcetera. Close brackets because you don’t want them using this as your new checklist of, oh, did she do all of this stuff for us this month?

Does that make sense?

Yeah. Yeah. Because on the call, they I kind of I sold them, and I put them a good.

But then they, they asked me in the email to say, like, what actually is included in that, which is why I broke it down like this.

And that’s another chance to hop on a call too. So just because the client wants you to send a checklist, doesn’t mean you do. And there are gonna be times when if all they really wanna bring it back to is that you do have busy hands the whole month, then, they’re not a good candidate for a retainer.

But you would probably already know that because they would have been kind of annoying to work with already.

So if they weren’t annoying because they weren’t like, what else are you gonna do for me? Like, what else are I’m gonna make you money, dummy. Like, what are you talking about? What else am I gonna do for you?

The thing that you want most in life, the money. I’m going to help you get more of that. So I I’m think would happen during this optimization, this ongoing optimization? What would you expect?

And then you can have a conversation and say, of course, we’ll do that. Of course, we’ll do that. No. We won’t do that. That’s a whole new project.

That sort of thing. Right? So you don’t have to show that all you’re gonna do is spend your time on this. It’s not Mhmm.

I know it’s hard because you’re just starting to sell the retainer stuff, but just know that you shouldn’t expect to close all clients on a retainer afterwards. They’re not all gonna be a fit for it. They’re not all going to understand that you don’t hand over work and voila, it works and works forever. Like but others will others will, and they won’t say, show me everything you’re gonna do.

Mhmm. Yeah. Because I think these clients are really good for it’s just the trouble for me is my confidence comes when I’ve done something, like, fifty times, and I haven’t done this before for a client. So it’s difficult to to communicate the value when I’m just, you know, doubting myself because I haven’t, like, earned the right to kind of be an expert in it or call myself in. I don’t know.

Do you think that you will suck at this?

I don’t think I’ll suck at it. No.

No.

I won’t suck, but like, I’m gonna be figuring some stuff out as I go, which is why I put the price at five thousand, not the ten thousand.

Yeah. So you’ll be figuring it out as you go, and you adjusted your price accordingly. You don’t tell them that. But the reason you adjusted your price is to help you get over that mindset hump.

Right? So you have already done the job of reducing the price to make it so that you shouldn’t be worried then. So this is the thing, right? Like respect the work that you’ve done, not just the expertise that you’re going to bring to this, but the fact that you had this mental block on ten thousand dollars and you decided to then bring it down to five thousand dollars, And thus, you now need to force yourself over that mental block.

You’ve already done what you can do to solve it. The next step in solving it is doing the work and seeing, like, oh, I’m just tweaking things as I go and then seeing how it does, and I’m putting together this report and sharing it with them.

These are not a lot of difficult, crazy, difficult steps at least. Right? So I know it’s I know it’ll get easier the more you do it, but you have already reduced your price.

You are going to be learning on the job. You’re not gonna make much money off this one, but that’s that doesn’t mean you have to work your fingers to the bone doing all sorts of checklist stuff, this whole list.

Right? You’ll get it.

But do your best to hop on calls wherever possible. You can close better on calls than you can in email.

Even great emails, unless they’re so stoked on their side of things, like, they’re like, we see nothing but opportunity, and you’re the absolutely only person on the planet who could ever do this for us, that’s where they need to be to close on email. You need to get them on a call.

Yeah. Which is difficult because they’re busy.

Of course. Once again, Nicole. You’re busy to make money? Like, another month. I’m like, for real. No.

You did. You did go on a call with me when I tried to close you.

I know.

Well So, I mean, it’s difficult.

It is actually Sorry.

I didn’t need to call you out.

That’s fair. They can be. Well, I would say, did I see a way to make money easily there?

Okay. There has to be the easy payoff in my life for me to move on anything.

Laziness factors in. And that’s true for a lot of people.

So I would not hold it against them if they don’t hop on a call right away, but do your best to get them on a call. That’s far easier to close them, especially when you’re just working this stuff out. When you, like, have not done this before, you can listen and take notes as they’re as you’re asking questions, not pitching, asking questions. Well, what what would optimization look like for you?

What are some questions you have? Like, now that we’ve set up this evergreen funnel, what comes to mind for you? What are you looking at? What’s the first data point that you were hoping to see?

And they can tell you exactly what they need from your this retainer with you. And you then all you say at the end is that’s cool. We’re gonna do all that stuff. You’re gonna get all of that.

And then Mhmm. Go do it. I draw it right then. Now it’s like, take recording, take transcript, turn into new SOP for what I’m gonna do on my retainer, but let them tell you in that call.

Yeah. That’s smart. That makes sense. Thanks.

Alright. I’m so hopeful for you. I think it’s gonna be cool. I hope it works out. Alright. Anybody else?

I was gonna say, Abby, I think you’re dramatically underestimating how much value they put on just having you around. Because knowing that you’re taking care of it one of my favorite ad copies is it’s not just x, it’s peace of mind. And you can fill in lots of things there. And just knowing that you’re on it, that you can answer questions or you can be there if they’re freaking out about something irrelevant is an immense amount of value in and of itself.

And that’s not something you put on a checklist. That’s just something intangible.

Yeah.

Mhmm.

Thanks, Naomi and Jessica, for your dramatic agreement.

Yeah. When it comes down to it yeah. I know. I’m not gonna harp on it, but yeah. Cool.

Alright. Anybody else?

We’re all doing brilliantly in our businesses and need no conversation.

Nothing?

I have a big win to share.

Oh, sweet. Do it.

It’s been over it’s been almost three months, and, like, at least half at least a dozen trips to my lawyer. But as of next month, I will have a salary again.

Oh, sweet. And my no. I mean, like, not I will have, like, a as a I will have a corporation. So I will have, like, a pay slip. Again. Amazing.

And my retirement account for my corporation will be open.

And I’m gonna save like one thousand dollars on tax every month.

So that is, been a long time coming.

But What are you gonna do with the thousand dollars that’s freed up in your business now?

Well, since I have a salary, it’s go it has to go into the business. So I’d like to take on more people to help with some of the social media stuff.

Nice.

And, yeah, to so I can get more time back in my day.

K. Excellent. That’s amazing. Good stuff.

Oh, yeah. It’s so much easier. Like, when I hear about the different countries around the world and the challenges with setting up a business and then tax and everything, Canada makes it so easy.

Like, so easy.

Adnan, do you have a business set up yet?

Yeah.

I do. I I have I’ve had one for a couple of years now, but it’s pretty smooth. Like, I haven’t had too many issues with anything else.

No. When I talk to even Americans about their, like, tax situations and stuff, I don’t understand the levels of complexity. It’s a lot. It’s a lot.

So you don’t have that.

Most of us don’t know either, Joe, so it’s fine. Yeah. Fair. Fair.

Well, it becomes much more complicated when you’re a dual citizen.

So that’s part of the issue. I bet. I bet.

That might be part of the issue. Yeah.

Yeah.

Yeah. Well, good. It’s a win though. Well done. That’s awesome.

Alright. Are we ready to wrap up today’s call?

Next week’s call is not on Monday. It’s Easter Monday Easter Monday. Easter Monday. So here we won’t be in.

Our team has, the four day weekend off, which is stat, I think, across Canada.

And Tuesday is the kickoff for the intensive freelancing. So we’re just bumping the Monday to the Tuesday call, which will be that kickoff. So you’ll have a worksheet to go with that. That’ll go out on Friday, and that will apply then to the Tuesday, call.

So I’ve invited you. If you gave a thumbs up in that message that were posted for the intensive, if you give a thumbs up, you’ve been invited to it. If you didn’t give a thumbs up and you’re watching this, the reason you’re not invited is because you didn’t give a thumbs up. So, if you want in, just let Sarah know.

Cool? Right. Excellent. Okay. Thanks everyone. I hope that you go forward and use the golden triangle to just overcome those weird moments, when budget is under discussion and you don’t want to budge at all on your budget.

So yeah, let me know how it goes. Go practice it too. It’s actually kind of fun and we’ll see you later. Bye. Y’all have a good one.

Transcript

All right.

We’re going to dive in because yeah, spring break or not. We’re here, and the game doesn’t quit.

So what I’m gonna do today, we are talking about the, diagnostic ish tool, called the Golden Triangle. And it’s less about when I say diagnostic, it’s less about diagnosing where they’re at and more about helping them realize them being your clients or your lead. Realize that it costs money to get a service like yours, and to get the outcomes out they’re looking for. Does everybody did everybody have a chance to look at the worksheet already?

If you didn’t, that’s okay. We’re still gonna go through it. So it doesn’t it won’t hurt either way. But it does build on the diagnostic that, we talked about a couple weeks ago. So I’m gonna share my iPad, actually.

You should be seeing that soon.

Just half a sec.

Loading up.

Cool. Good.

I was like, sometimes it’s sketchy. I was like, I don’t want this not to work, oh, in our, call.

Okay. So building on everything that we have talked about with that whole diagnostic. Right? So the idea is this comes from Simon Bowen, who is definitely worth looking into if you’ve never heard of him. I hadn’t heard of him before.

I saw a little, like, recording of a talk he did, and then I, like, binged everything.

So really worth looking into Simon Bowen. His name is on the worksheet for the week, which is, again, this is he calls it the iron triangle, and I don’t know why. So I was like, well, golden’s better. So I’m gonna go with the golden triangle.

You can call it whatever you want to. There isn’t a name for it that I’ve heard of out in, like, the world. But when we’re talking to our leads, we’re gonna basically pretend like there is and act like it. And that’s part of part of closing them.

So we’ll get into all of that. The point is we’re gonna start off with already having our iPad being shared. Now if you don’t have an iPad, that’s like, okay. It will just help a lot if you do and, like, sign up for a new bank account, and they’ll give you one for free.

So, like, don’t overthink it.

But, yeah, we do want an iPad or, there’s this other coach, Taki, who has his has, like, a sheet of paper on a table with a camera, like a phone over it. So you need a phone then.

Like, but and then he just draws as well. So you don’t you can you can just have paper and be drawing it, but it’s important that you’re not, like, drawing it, holding it up, drawing it, holding it up. You You wanna make sure that they’re watching. So Simon Bowen says, like, when you draw, it draws them in.

So the idea is the more that they’re watching you doing stuff, the more interesting it is and also showcases expertise that you’re gonna get into. Because it’s a scary thing to have a blank, sheet of paper. And only an expert can really start from a place of blankness and draw and make things, like, make sense. People are watching the whole time.

Right? So if you start with a blank sheet of paper and you don’t know what you’re doing, it’s it’s typical. You haven’t done it before. That’s why.

Right? So the more you’re confident drawing, taking notes in front of them. So we talked about this briefly when we did the diagnostic session before. And also, if you’re like, what’s she talking about?

Open up the worksheet too that I sent along for this week that Sarah sent you. So you, like, can just follow along because there’s a script in that worksheet as well. Just an easy script to follow when you’re doing this. So you’ve already been sharing your diagnostic, tool.

You’ve already maybe got through that point. For us, it looks like a sudden a little bit. And then you’ve been making notes going along, whatever they’ve been saying. You’ve been like, oh, excellent point.

Oh, I get it. And you’re, like, putting notes together and they’re watching. Right? So that’s where we’re at.

And by the time you’re ready for the golden triangle, we’re really getting to a place where we understand basically what the project is that they’re looking for.

We’ve already been through the vetting process, so we know, like, it’s something that we do or want to do. We have in mind our own budget for it, like, what it costs to do that, to to hire you to do that. And now we’re just trying to bring it all together. Now one of the things that many leads like to do is negotiate on price or start low. Of course, they do. They don’t wanna pay the top dollar if they can get it for less.

It’s just part of business, so we’re cool with that. Alright? But what do we do to get them on board with our price? So price objections can be a real thing. There are lots of ways that we’re gonna be talking about, throw a copy school professional.

Lots of ways to address price objections.

But the golden triangle is a way to address them without directly challenging their budget, even though there comes a point at which you’ll kind of directly challenge their budget. So let’s get into it. You’re at that point in the call where you understand what they want, etcetera. So but you’re starting to move toward understanding their budget.

Maybe they’ve even told you what their budget is, and they’re, like, off. Like, the no. They’re not way off. Like, they’re not saying two thousand and you’re thinking twenty thousand.

That’s like, we’re gonna wanna wrap this call up because it’s really hard to close that gap.

We’re talking more they’re like, it’s four thousand and you’re thinking eight thousand or it’s five thousand and you’re at ten. Something more like that. So not a massive gap. They can come on board. They are showing that they have some money to spend. Okay.

So this is the part if you’re already sharing, they’re already watching you map things out. You’re talking to them. You’re a consultant working through x, y, and z with them. Okay.

We’re getting that part of the the conversation with price. Oops. Sorry. And so we go.

Alright. Well, you’d be familiar, and this is the language to use. So okay. Cool. So you’d be familiar with the golden triangle.

Right?

You say you’d be familiar, and what’s the reaction?

Mhmm. Yep. I I’d be familiar with that. I literally did this the other day on a call with a gentleman, a copywriter who’s in house at this big tech company who I’m copy chipping.

And I said, so you’d be familiar with the fish and the fishermen. Right? And he said, mhmm.

And I was like, okay. So how does that apply here? And he was like and I was like, I’ll just jump in for you and save you there. But it it was just it was like that moment where I was testing out this.

You’d be familiar with phrasing works like a charm. People are nodding along with you. Okay? And it might feel tricky, but it’s just one of those things to get the client out of that place where so often for copywriters in particular that they come to us and they think that our work is very easy.

And, they just got all these weird assumptions going on. And this is, like, just just make them a little less comfortable with making all sorts of assumptions. That’s it. So you’d be familiar with the golden triangle.

So you would know that the golden triangle consists of, and then you write this out for them, time, budget, and outcome. Right? And, of course, the golden triangle exists because the world had learned that the vast majority of projects failed to deliver all three.

That’s it. Good. You’re good there. They’re like, okay. Cool. Yep. Because they’ve already agreed that they know what the golden triangle is.

So for them to challenge this now is a really weird thing to do. So now they’re on board with they can’t have everything. Okay. So what do we wanna do here?

This is where we say, okay. So let’s start with your outcome. Let’s start with what you were looking for. You came to me and you right out of the gate, you were saying that you wanted an onboarding flow.

This is just to follow along with the one that’s in your example.

And that includes, of course, strategy and execution. Right? Perfect. And what’s your deadline? What are you looking at? When when would you like this completed by? Okay.

So May thirty first. Is that, like, the absolute latest you can do? May thirty first. Is there any wiggle room there? No. Okay. May thirty first it is.

And what’s what’s your budget? What do you have as, like, a line item, or what’s your expectation for your budget here? And they might tiptoe around this, and all you’re just doing is that part of the conversation where you get them to to say what their number is. And they finally say, like, okay. Well, we’re we’re thinking about seven grand for everything.

Okay. Cool. So we’ve got this here. Now let’s look at this. It’s the golden triangle.

Right? This is the part where we prioritize in the golden triangle. So tell me which one is most important to you. And you’re still drawing.

Most important to us, the thing that we need most is probably to actually get the thing that we want. So the onboarding flow. Okay. Cool.

And then is it price or time? What’s most important next? Well, we really do need it by end of May. Okay.

Cool. So does that look about right? Great. Okay. Now let’s run this.

Let’s imagine you get an onboarding flow, strategy and execution live by May thirty first, but it comes in at, like, what the market typically pays, which is more in the vicinity of twelve thousand dollars. I know that’s not perfect, but if that’s what it had to be, would that be okay with you?

And they’re like, so from seven thousand to twelve thousand. Like, yeah. That’s would that be okay with you? Well, no. Okay. Alright. So it sounds like budget’s number one, and that means this is number two, and your deadline is number three.

Cool. So with a budget of seven thousand dollars, you get your onboarding flow, but it’s delivered July thirty first. Would that be okay with you? Well, no.

That’s not okay. I okay. Fine. So what I’m hearing is date delivery date is really important to you, then comes budget, and then comes the outcome.

So if you get this done by May thirty first for seven thousand dollars, but you only get the strategy.

You don’t get the execution by that date. Is that okay? And now they’re like, you’re out of your mind. Like, what are you talking about? Of course, that’s not okay. And you might have a little chuckle about this because they know where it’s going. Oh, are you still able to see my screen?

Okay. Cool. It just vanished for me. So just so you know.

Okay. So now you’re at a point where you get to get, like, honest with them. Right? And go, like, look, I can deliver the value that you’re looking for. I can deliver that for you, strategy and execution. I can do it by May thirty first. I’ve done it for clients like x, y, and z on similar timelines, but it’s always at a rate of ten thousand dollars.

It sounds like if something has to give, your budget is that thing. Do you disagree?

And that’s where you’ve now landed at a place where they may not be able to hit that budget. But what they can see is that your number is a real number, that they can’t have everything that they want. It’s not that your number is high. It’s that their budget was too low.

And that’s a good thing for them to walk away with because then the next time they have budget, they’re like, well, remember that person we talked to? She she drew that diagram. Remember that triangle? And we couldn’t afford her.

Maybe we can afford her now. Should we call her or him or whatever? So that’s the objective here. And if they can’t get there, if you’re going through this triangle and they’re like, price is just it never comes up properly the way you want it to and the way we just walk through it, that can also be a sign that it’s, like, not a good client for you because because they’re not willing to give on things very much.

They’re just like, yep. Nope. That’s fine. If you can deliver it to me for seven thousand dollars by July by the end of July, and it’s only strategy, that’s okay.

You’re like, well, that went weird.

And then you’d still say like, well, okay. So normally, this is the full scope of the project For me, just to deliver strategy, all of my minimum projects are, like, ten thousand dollars. So this is always gonna be the budget. Does that make sense? You’d still have to back up and talk them through that. But that’s basically how that flow goes. Does that all make sense?

Do you see how you would use it?

Kind of? Abby, I saw you do. I’m not sure.

It’s interesting, and I can see how I’d use it. For some reason, I’m running into some, like, hesitation. I don’t know where it’s coming from though. Yeah.

I don’t know where it’s coming from. Maybe just discomfort. Yeah. I don’t know.

Okay.

But I I liked it. I just yeah.

Yeah.

Okay.

Adam? By sales call, you mean, like, initial call, right, by the way? Like, the first stuff first call, the first interaction?

It could be either. Right? So it really depends. I’d be ready to move with this on any call.

So, if because some calls move a lot faster. Sometimes in that fifteen minute call where we think we’re just, like, determining if we should even work together, There’s, like, instant spark, you know, this is gonna work out well and you’re ready to move forward. So even though you book fifteen minutes in your calendar, you should have at least thirty minutes for that time in case it goes longer. And then if it does, if price starts coming up, if they’re talking about, well, we’d like it by this date, which can often happen in that fifteen minute call, then you’d wanna be you’d wanna have this handy for sure.

Yeah.

Yeah. I’ve been on calls where where they know exactly what they want, want, and, like, they just wanna hammer out, like, timeline and place.

So Yeah.

Yeah.

When the call goes so fast, it gets gets into an awkward territory because you haven’t prepared for that discussion yet. And Yep.

Yep. No. I totally hear that. So and this is like you can practice these things.

It doesn’t take much. You can you don’t even have to have anybody there with you. You can just like, I don’t know if you’re uncomfortable talking to yourself, but I’m not. So I’m gonna talk to my monitor all day.

And so you can just go through and practice doing it all by yourself and trying different ways of running through it.

And then the more you practice, the better able you are. Just go like, actually, I got something that will probably help with this conversation. One sec. You’re familiar with the golden triangle.

Yes? And that can be just like a really natural thing to help you whenever the time comes up. When you know budget is about to be discussed, that’s a good time to get ready with this. Yeah.

Cool?

Okay. Thanks, man.

Sure. Totally. Can I just make a recommendation?

Abby, you you might like this. So, I saw this triangle, and I got super excited because Joe validated me watching this terrible well, I thought it was good, but it went off the air after a second season. But, Oh.

There was a scene in this show Lipstick Jungle.

Oh, okay. And the guy is like he’s explaining to a gal. He’s, like, he does the triangle, and he puts and he goes fast, cheap, good. And he goes, you get two.

You don’t get three. And I just kinda put in the so when I saw your triangle, I was like, oh, that’s so cool. I was seeing it on the show from, like, the person who’s trying to hire someone and what you desire, and you did it from the person who’s trying to sell to that person. And I don’t know.

I just it kind of really rounded out the teaching for me having that perspective.

That you really tend to only get two unless you’re on Amazon, but then that can be crap too.

So Totally.

Then you’d have to put a third item, like, swap something out on the triangle that’s, like, ethical or something like that. Right? Yeah. Which one of these do you want?

So yeah.

I I heard it would stick jungle. I didn’t then I stopped hearing about it. I guess it went off, You, like you said, went off the air.

Yeah. Two seasons, but that was like the big business takeaway. So I appreciate that. I’ve binged that kind of thing just for that.

Oh, that’s so fun. Cool. Awesome. Anybody else? Any concerns? Yeah.

I have a question. Oh, Naomi, you go first. Yeah.

I was gonna say that the majority of time when I’m talking about price, the person who is I’m talk my point of contact is not the person with the purse strings. They’ve been given a budget and by either their boss or by the CFO directly and there’s a lot of bureaucracy in order to increase that budget. And they probably don’t care what the budget is is at all. Mhmm. But it’s not their decision to make.

Yeah. Yeah. And that it does depend. Like, this triangle can come out more than one time.

Right? So if they’re the one making the if you’re never gonna talk to decision maker, then it’s your job to get that person whose budget is inflexible to go back and make a case for you. And the more you see otherwise, you wanna get that the person who holds the strings on a call. Like, that’s the most ideal thing to do.

But if you can’t do that, then the other person has to advocate for you. Because there’s gotta be a way there has to be room to move or else your audience is wrong. If they’re always gonna come in the room with a five thousand dollar budget, and that’s just the way it is, it’s gonna be really hard to ever get to a place where you make the kind of money that you should be making because they’re making all the calls when it comes to how much you make. You might as well go in house at that point.

So you need to show that you are, hi kitty. You need to show that you’re an expert, that consultant where they’re like, this person’s gonna make me look good because this person knows what they’re doing. Like, I was impressed on the call with them. So I’m gonna go back to my boss or CFO and say, look, we have seven thousand.

We’ve paid this low amount for freelancers before, and they’ve kinda screwed us. So what, what can we do to get to ten thousand for this project? If it’s impossible, then it’s impossible. And there are other levers to pull, but we all know we gotta make a certain living, and that’s the way it is.

So get the decision maker on the call or get the person who should be advocating for you to be pumped about advocating for your price.

Yeah.

Yeah. You are mainly the group you serve.

You need to be a sales driven organization. There’s just no two ways around it. Yeah.

Alright. Abby, you had a question?

Yeah. I think, I already know your answer to this, but I’m gonna ask anyway.

So what’s your take on, like, with the outcome removing pieces? So for example, if it was, like, a sales page, and then you can say, okay. I could take out, like, the messaging guide, the customer interviews to bring the price down. Yeah.

It’s not the objective is not to change your scope.

That’s not what the triangle exists for. So if there if you say something that you think is ridiculous, like, I can deliver the strategy but not the execution by May thirty first. Like, that’s obviously, like, it’s ridiculous. Like, you’re gonna want both.

Otherwise, what? Or I can deliver execution, but no strategy. Like, for you, you’re like, that’s actually bananas. Of course, that’s not gonna happen.

How what would I be executing on? Just error? Like, there has to be something that comes before it.

So if they’re like, yeah, that sounds good. Then you’re like, shit. No. I can’t work with this person because they don’t understand.

But if they think that it really is, like, about adjusting scope for, the project, that would really only work. You’d only wanna say yes to that if you have a team to hand it off to. If it’s, if it’s like, oh, okay. So you just want a sales page, not the whole thing.

I’ve got a team. There’s someone on it who can write just the sales page, and it won’t be a problem for them. Maybe I’ll just close this business. Like, you can if you have a team to do that.

If it’s you, don’t. Yeah. Don’t change the scope.

Why not if it’s just me?

Because then you’re so we’ll talk about this during the intensive.

Okay. As soon as you start if you’re ever going to get to the kind of money that you want to get to, you need to have leverage in the form of systems, documentation, and then eventually people to execute on those systems and the documentation.

The more you’re customizing and changing scope and and things for people, the, the more documentation you need, the more systems you need. So if you have more people, then you have the ability to kind of, you know, puppet master things.

So that’s fine. You can change things up. But if it’s just you and you’re doing new things all the time, it is just not a tenable.

It’s not a good approach when it comes to like getting to that next tier. Can’t build your authority on fifteen different things, changing scope all the time. Gotta have the thing that you do and do really well. So for you and then your job is to sell them on the whole thing.

So if they’re actually like, well, you’re it’s true. Our budget is only seven thousand and we do need all these pieces, but maybe we can write the emails internally. For you, that should be like a holy shit note. Like, no.

Your job becomes making it clear to them that they need you for all of the pieces. Yeah. Oops. Oops.

Sorry. Yeah. If you’re ever going to adjust things, it should be scope typically. But that’s for, like, that’s like freelancing school stuff.

That’s not coffee school pro stuff.

That’s not getting to that scope all the time, like, to make this sound bad habit.

I need to get out. Yeah.

Yeah. So we’re gonna I’m so excited to talk about this in the intensive. Starts next week for those who just joined late, late, like a second late. I had just talked about it and then other people join us.

Go. Sorry. So it starts next week. You’ve been invited to it, to the kickoff call.

There’s gonna be a bunch of stuff, that will get you set up for hopefully, some cool stuff. I’m so stoked about this curriculum. It’s amazing. Yeah.

So, yeah, watch for that, and we’ll be changing some some ways that we think about projects and talk about them. We’ll be switching that up. Cool.

Alright.

We’re entering that part of the call where if you have any questions, we can talk through them. So if you do share your win first, and then we can all celebrate with you, and then we’ll hop into questions. And if you don’t, then we’ll take the rest of our money back. Any questions? Anything anyone’s working on?

We’re all good?

I’ll go with no one’s going.

Sure. Go for it.

I don’t really have much of a win to share, but I had a lead come in, which looks a little promising. That’s for email work, so that’s the only win.

Alright.

So when Yeah.

In terms of questions. So regarding that, pricing page book, ebook, I have I almost have my spit draft, but I have worked on a table of context. I’ve sort of worked backwards now in the sense that, like, maybe I spent too much time just writing stuff.

Okay. And then I’m in the stage where I’m trying to figure out what the table of content should look like. So I landed on something, and I was wondering how to kinda get feedback on it. Should I share it on the channel or should I?

Throw it up right now. Let’s take a look at it. I don’t know how deep we’re gonna get it, but we can at least did you read useful books, Edmond?

I did. I did.

Okay. Perfect. Then you should be in decent shape with that one.

In decent shape. Yeah. I think the table of contents still need some work in terms of how you position the titles, but at least content wise, I’m just trying to get things that should be there. Okay. I’ll share my screen.

Wait. How do you share again?

Download. I don’t know.

It depends on what Oh, there it goes.

You’re on. For me, it’s at the bottom.

Okay. Let me know if you guys can see my screen.

Okay.

This sounds nitpicky, and it’s the very first That’s fine.

No. That’s perfect. I I I want nitpicky, so this is good.

Well, why instead of the definitive guide?

Okay.

There’s a real question. We had to choose that.

So the reason I said, actually, maybe bit sticky.

Yeah. You’re right. Because I I figured other people will be writing something on it as well and saying the is coming off very authoritative, and I’m not really an authority in the space.

So How about what what the whole idea of this is to say I’m the authority.

True. Yeah.

For the way.

You know, when April talks, like, when April talks about her career in her book, it seems like she’s already worked on so many clients before she wrote that book.

Well, she had. She worked on clients, but she didn’t have she doesn’t actually have a background in marketing.

She’s an engineer. Like, she doesn’t she didn’t have that. So, like, she’s a Waterloo engineer.

So, but that doesn’t, but she’s then she went and worked in tech companies and ended up doing sales and marketing.

But I mean, honestly, when you think about the number of people out like, you don’t have to don’t let I don’t have enough experience.

Stop you. I mean, I you’ll know, cause there’ll be a wall and if you’re pushing through the wall, faking your way through it, you’ll know.

But otherwise I wouldn’t like just write the book, start by writing the book and then go from there. Look at and then, honestly, I would challenge you to look at the vast majority of people who are out there who how did James Clear become the habits guy? He doesn’t have a degree in habits.

Right? Like that’s not his thing. He just formed good habits and then started writing about them, and became an authority on it and worked to be an authority on it.

So I wouldn’t like, yes. Worry. But don’t it’s one of those balances. Right? Yes. You need to be authoritative, but you can also be learning things as you build that authority.

So the Noted.

Definitive guide. Okay. How to transform your most conversion critical asset into a powerhouse of results.

Anybody have any notes so far on what you’re seeing?

I would put this in sentence case. This is really hard to read in title case.

And sentence case is usually seen as a little bit more professional, especially in SaaS companies. I don’t see that many SaaS companies that use title case. I know it’s a pain in the ass to change, but, that’s I typically think it’s much easier to read when it’s, when it’s that way.

Anybody anybody else? Jessica, what are you doing?

You’re reading I’m looking at my books going.

I’m not sure I agree with that one. I don’t I mean, it’s not the thing I would focus on as much, but I I don’t know. I I’m looking at my books going, I see a lot of the opposite or capitalize the whole thing, which but I don’t know.

I guess I never really looked that close. So I I don’t know. And that’s probably not the one I would I I disrespectfully, I guess, disagree on that one.

But Depends on the I’m not the definitive person on that.

You’re a definitive person. I’m a Yeah. I would say look at the books on yourself, right, to figure that. Who knows in the end, like, the formatting. The three I just looked at all had all caps. Yeah. So it’s like yeah.

But that’s still, it’s a fair point, Naomi, we do want it to be a readable, book. But I I get that, like, the title. And so alright. So we have SaaS pricing pages. The audience that you’re speaking to is whom, Adnan?

Where do you speak? C level c level folks, who would be willing to we we’re looking to optimize or or increase their conversions from bottom of funnel assets.

Okay. And when you went through and did the right useful book stuff, did you write out when he was like, make sure you know your audience, how they found your book, how they’re referring your book, you wrote all that stuff out? Or did you just read it?

Yeah. Yeah.

Okay. You wrote it out?

No, I, I wrote all that stuff out.

Okay, good. Work through that. Okay, cool.

Yeah.

Okay. So how to transform your most conversion critical asset.

So your people are coming to this book. How do you think they’re finding your book?

How do they discover it?

So the okay. So I was thinking about distribution, as to, like, once I’ve written, how am I gonna distribute it? So I figured that, I guess, the the easiest thing for me to do, considering this will be an ebook, would be to distribute it through newsletters.

So they’re landing on it through newsletters emailed to them.

Okay. So do you mean, like, you’re sponsoring newsletters? Or how are you getting into it? Okay. Okay.

Yeah. Yeah.

Okay. So these are newsletters then that are already targeting tech.

That audience.

Leaders.

Okay.

Great.

But do they know that a SaaS pricing page is important?

Are they to me, it sounds like if you’re unless the newsletter is about pricing pages, what are the chances they know that? So so because we know that a lot of tech marketers don’t think about their pricing pages at all, like, ever. They think about their home pages and all this other stuff, but not their their pricing pages like they should.

I wonder if there wouldn’t be an objection to the idea that it’s my most conversion critical asset.

Because I’m I’m not even thinking about it at all. I thought my onboarding sequence was, what are you talking about? What’s this pricing page thing? So that part for me, I would just say make sure that your audience is nodding with you from the beginning. Or if they’re not nodding with you, they’re so surprised in a good way by what you’ve just already revealed to them. So if you want to reveal to them that their pricing page is, like, this powerhouse potentially powerhouse of results, feels like there’s a gap there between the headline and the subhead. For me, at least, it does.

In in the shoes of your audience, I feel like there would be a gap.

Yeah.

Can I also, I I have another thing to mention? I I think that when it comes to SaaS pricing pages, you may wanna reconsider who your target audience is because SaaS companies grow incredibly fast.

And if they’re looking at their like, a website is a very complicated thing to update because you often need engineers and you need designers. So a lot of them are thinking, like, my homepage is a mess. The entire website is a mess. Like, there are so many things to do.

Pricing pay it by the time they’re ready to think of the pricing page, I feel like they’re in the, like, optimization stage. Like, the rest of the website has more or less updated messaging, meaning, like, it reflects the actual product that they have. And so if they’re ready to optimize, you may be actually you may have more success if you’re targeting, like, a a product marketing manager or a growth marketing manager because they’re gonna be thinking of, I am ready to take this to the next level. The website is more or less converting. Our campaigns are converting.

Now we’re ready to, like, give it a little boost. Because if you try to introduce the pricing page when their homepage was created four years ago and has none of the information is relevant, then it’s not going to hit quite as well.

I think it’s a good point.

K.

So how how how do you how do you propose then do we ease into that? Because like you said, Joanna, like, they’re probably not thinking about their pricing page being a problem yet.

Yeah. I mean and that could be a question like so you’re calling it the definitive guide to SaaS pricing pages. If you are a growth lead at a SaaS company, whether that is a fast growing or slow growing one because there’s the giant space in there before the hockey stick and that varies.

Regardless of it, there’s somebody who wants to grow revenue trial starts, conversions on the other side of the onboarding sequence. So depending where their how their pricing page changes or if they just simply have two, What are they looking for? Now it doesn’t mean that you’re wrong to have it be called the definitive guide to SaaS pricing pages.

But is that what they’re looking for? Or are they really, like what’s and and so did you start by writing the title, or did you finish by writing the title?

So the title was already in my mind.

Yeah.

I hadn’t I hadn’t written it down. I I I I focused on the content first, and then I landed on that sort of title and the subtitle.

I feel like both of these together might be worth trying as a really strong subhead that like, it’s like explaining the value proposition of a SaaS pricing page for that growth focused person as the subhead. But, like, what’s the bigger idea that they’re buying into?

Obviously, awesome as, like, the bigger idea. Right? You want to be so obviously awesome. You don’t have to talk about yourself at all. It’s just really clear.

So what’s the thing that this audience is looking for?

What’s the conversions. Of that. Yeah.

Does that make sense?

Yeah. Yeah. Yeah. So something around conversions, would you say?

Converting prospects, converting When you talk to people in this space, does anything surface that they’re saying?

Is Is there anything that’s, like like, for positioning? I wish people just understood what’s so awesome about us. Nobody seems to get what’s so awesome about us.

And so are they saying anything like that for you or, like I would look into that.

Yeah.

What are what’s that that you can hit? Or and if it’s not that kind of thing, it’s like the invisible sales machine, I think it was called, or the invisible selling machine, which is a we’re recording this, but it’s garbage book about email marketing.

But it’s a really good title, like a really good title for the people it’s trying to attract.

So kinda just explore that. But if your if your title can be a bigger, more ambitious idea, I’d start going down that path. I know you’re calling it an ebook. We don’t want it to sound like a blog post.

Like, we want it to sound like it’s a meaty, insightful, like, look into this asset that you’ve been ignoring that’s actually the site of conversions and ultimately revenue for your business. Like, you gotta work on this thing, and the payoff is huge when you do.

So I’d dig in there.

I would also keep in mind that for a lot of company a lot of SaaS companies right now, paid media spend is down.

And so you can use the angle of leakage, meaning if you’re spending ten thousand, thirty thousand, fifty thousand dollars a month on paid media, and you’re funneling all of your resources into the home page, then you’re really wasting a huge opportunity to convert people once they land. So it’s not only converting, it’s also, like, wasting a a lot of your marketing spend because all of those high intent leads will go to the pricing page.

And, like, you just maybe you spent a hundred and fifty per lead, maybe you spent two hundred per lead. So I would say that, yeah, loss, loss aversion can be a stronger motivating factor than positive benefits. And for a marketer, wasting money is, is is very scary because there’s not that many of it. There’s not that much of it, and there’s a a lot of pressure on marketers these days. There always is, but especially right now.

Yeah. So I I found a good content on how it it’s worth more it’s more of an it’s a better ROI to focus on optimization versus customer acquisition, which most companies tend to focus more on. So I actually found some good content on that as well.

Yeah. That’s, like, the whole premise of forget the funnel. Like, stop forcing people into the top of your funnel.

Cool. Awesome. Okay. So then we get into your title for the section is the anatomy of a pricing page. But what you’re really the opening, the hook is the most ignored marketing asset in the customer journey.

So that I think that’s really important, to bring your your reader on board with that out of the gates. Like, just make a strong case for pricing pages. Why are they so ignored, etcetera.

Can Can we just see the high level, all the one, two, three, four for the actual or wait.

Sure. Yeah.

My monitors are overlapping in a funny way, so I’m missing the part over here. So understand your audience, leverage pricing psychology, design for user success. Okay.

So chapter six or section six being, like, the main meat of the Okay.

I think there’s too much. I think there’s too much going on. And the messaging strategy part kinda threw me.

I get pricing pages, pricing tiers.

Yep. Or do you think that that that six point one six dot one and six dot two should be just one thing as section six.

I think when you say messaging, you’re gonna throw people off.

Okay. That’s all.

I think that’s another it’s a follow-up book, that’s an appendix, or something else that you put in there if it really matters. But if I’m looking at a pricing page, I should be thinking yes of my headline and stuff like that and everything that goes under the pricing table. But in most cases, the biggest opportunity is in, one, change your h one from pricing to something real, and then do more with the pricing table. So talking about the tiers and stuff like that.

How to label those, what people are doing wrong, the examples, the tear downs that you can do in this of, like, existing pricing pages and what they’re getting wrong versus right. I don’t think you need to get into your message because that’s gonna be like, wait. What’s a stage of awareness? What?

Cut it.

I would. I’d cut it. Only add it in if it needs it afterward, but to me, it feels like you don’t need any of the messaging stuff.

Okay. So none of the rule of one, none of the okay.

Stick to the Say it lightly, but I don’t introduce things that are gonna be, like just focus entirely on the rule of one.

Just focus on pricing pages. That’s it. Everything else, they can they can book a consult with you to learn more about other things. Like how but what but what about after I’m done the pricing page, the tiers Still not working. What do I do? Then they they talk to you and do a workshop. Yeah.

So when you say that about messaging, do you also mean, like like, the the messaging inside the tier as well don’t talk about it as much?

Oh, no. I mean, like, if it’s gonna sound like the thing about a pricing page that’s so nice is it’s so focused on on action, on things that people do on, like, quick looking at information, and then clicking the thing. But it’s not like like a home page where you’re like, oh my gosh. What do we lead with?

Like, what do we say in what order and accept, like, when do we ask them to click? A pricing page is like, this is where the button is. That’s where they click. We either have a button there or we don’t.

If we don’t, it’s strategic. And if we do, it’s standard. It’s like the button goes here. So that’s kind of where it’s like, just focus them on the user experience stuff, on persuasion architecture, and then layer in the importance of, like, how your copy and message are on the page.

But don’t I would I would not get deeply into words.

Copy principles. Yeah. Okay.

Yeah. Okay.

I wouldn’t. Because I don’t think that’s that interesting, honestly.

Not when you’re coming, you’re trying to figure out what’s going on with my pricing Okay.

Okay. So it it was a lot bigger than this.

I had to cut a lot of things to get And you’re still gonna cut some more.

Cuts. But I think it’s I mean and we’ve got people in the room who write books like this all the time. Jessica, Abby, both have strong backgrounds in this. Any other notes for admin?

Yeah. I I think chapter six, that’s the one I need to read through to see where you’re going with it to give you, I think, more specific advice. I don’t have a problem doing that. Adnan, if you would like that, I’d be happy to do that for you.

A little bit. Yeah.

Just seeing kinda seeing top level is hard when I don’t I haven’t seen what you actually wrote.

I am I know that when you’re writing to that audience, like, because I used to work with that audience, you can’t they don’t you don’t write to them the way you would maybe a course creator. Right? Little less sexy kind of way. But I am kind of wondering if there’s a way to make it a little more enticing.

Like, for example, one of the questions I had was, when you titled chapter six craft your messaging strategy, do they if they were talking about all of those, the value prop and everything you have in that chapter, would they consider that messaging and messaging strategy? Is that what they call it?

That that’s something worth looking into that I should research. Yeah.

Yeah. Because, I mean, I don’t know. I just I’m and look. Limited here. I only worked with truly, like, one or two companies that were true SaaS and tech, but, I just can’t see my engineer guys saying that, but they weren’t they were very traditional marketing, so maybe that’s why.

But I would just look into that because for some reason, that was a red flag to me. Like, oh, I just want you to kinda say how to talk about, you know, how to talk on your pricing page, which is terrible. But you know what I mean? I wanted a little more straightforward, but that might just be my personal.

But I was literally what I had literally what I had before, like, what to say in your pricing page.

Yeah. And I’m like, that that cannot be a title.

Like, that just I’ve look.

I mean, it should be in alignment with what your ideal audience would say. Right? But for some reason, the the thing in my brain went off with messaging. I was like, oh, that sounds very marketer speak.

I’m I’m not I’m not sure. The guys I worked with wouldn’t have said that, but that’s just the guys I worked with. So yeah. Anyway, something to research and just make sure because I do think for a lot of people, myself included, the word messaging is loaded.

And and for me and I think for my and, actually, my old clients would have been very intimidated by that word and I wouldn’t want a chapter where, that I started off with that.

That’s my only thought when I saw your chapter six.

K. Thank you. That’s that’s very valuable insight.

Nice. Thanks, Jeff. Yeah. I think each chapter, just if you can zoom it in on one thing as much as possible.

And as you’re reading through, if ask yourself, like, could I write a book on this? And if the answer is yes, then it’s probably not zoomed in enough. I mean, I I’ve had to redo my entire outline for my book because I really like like, I had a chapter on sales pages, a chapter webinars, and I’m like, this, you can’t you can’t teach a sales page in a chapter. So completely pivoted.

Yeah. So just maybe be be prepared to to to do a lot of pivoting, and just zoom in as much as possible would be my advice.

Yeah. I mean, I think it’s worth noting that if you’re was there. Otherwise you do lose a reader. I remember, when I was reading You’re a Badass at Making Money, I was loving it. And then she got into really simple, like, basic stuff around list building and things. And I was like, oh, no.

Is this person basic? This whole time, have I been nodding along with someone who, like, doesn’t really know what she’s talking about?

So better for her not to mention that at all than to, like, just mention it in a way where you’re like, oh, no. Oh, it’s kinda crappy. So if you can’t dig into it, cut it. Unless somehow they need it. Need it. Need it. Like, need it.

Okay. Need it. Just gonna keep saying need it because that’s meaningful.

I really do think I look at six point one and six point two, and I’m like, that’s the whole bunch. Like, there’s so much there.

Once you start adding in examples, what there’s jobs to be done in there. Like, there’s it’s like everything. So just like Abby said.

You even mention jobs to be done other than just making a reference to it?

I mean, your audience probably knows about jobs whether they apply it or not. They know about it. So it’s like a good indication that, like, if I know about it, you know about it. We have something to talk about together. Right?

There’s like Yeah.

Leave this in common, which can be good for likability. But write the book, see if it works, if it if it feels, again, basic, then that’s what editing’s for.

K.

Yeah. Yeah.

Well, and the chapter, these are, like, the last ones again. And now it probably feels like a lot. Right?

Right.

Yeah.

Yeah. I I have for a second. I would be careful with the word messaging because in my mind, what I hear is more, like, fundamental product messaging. Like, how do we compare to our competitors? How do we pitch ourselves? What is our voice?

Like, a lot of those kind of things.

And those are the things that they probably would have figured out if they’re ready to optimize their pricing page.

So it might be confusing for them, because they’ll see it, and they’ll like they’ll be like, wait, I think we already have messaging, or do we have to redo our messaging? That’s gonna take a long time. I’m gonna have to get lots of people on board. Where if it’s just a pricing page, then they can move more quickly. They can optimize it with their own team without having to get lots of people in upper management and then give them a little time. So, like, each like in this title, you may just want to pick a different, like, phrasing or copy or something that feels a little bit more small a little bit smaller and more specific in scope.

Okay.

Alright. You got notes to work with there, Adnan?

I do. I do. I do. The whole program. So, okay, thank you so much.

Okay. Thank you. Thanks for sharing. Good job working on this. It’s amazing.

Make it happen. Yeah. Alright. Anybody else?

Abby?

Yeah. I would oh, first of all, my win. So I’m just about to close a deal with my client, and then I’ll be at hundred k for q one, which is exciting.

Revenue, though, not profit.

And then my question so the optimization retainer I was chatting about, like, last week. I just lost some feedback on what I’ve included in it. I’m just feeling really weird about the whole thing, not confident. Would you mind taking just a quick look at Still it.

Should I I can drop it in the chat or share my screen.

Sure.

Then we can all look at the same thing as I do.

Yeah. K. Cool. Okay.

Can you guys see the email? That’s the box. Okay. Okay.

Now we can’t. Oh, wait. It’s your inbox.

Yeah. Yeah. This is the email that I sent. This was just like a quick proposal after the call. Okay.

Alright. So here’s a quick proposal to show you what it would like. Well, it would be like to have me working on optimizing the other free cleanup funnel based on the data so far. I see a huge opportunity to scale cleanup to ten thousand plus a day.

Maintaining improving conversions as you scale would play a crucial part. Okay. Here’s what’s included. So included in the optimization.

Okay.

Mhmm.

Track conversions, AB test and optimize, monitor and optimize, opt in page versus email. Okay.

Ad copy.

This is a lot of stuff, Abby.

Optimize sales page and add new testimonials, features, messaging.

Just, like, keep doing the project again and again and again and again. It’s a lot. Ad hoc reengagement, downsell sequence based on performance, collaborate with other team members when needed, and then a profitability report. Have you sent this?

Yeah.

Yeah. And they’ve got we’ve got a call about it. So they’re they wanna discuss pricing and features. Because he I remember he said to me, like, make sure each thing is worth a thousand dollars, and he said to quote ten.

But as I was looking, I was I’m like, well, fresh ad copy as needed. Like, it’s an essential part of it, but that’s not worth a thousand dollars. That’s worth maybe, like, a couple of hundred. So I was just kind of no. I thought ad copy is, like, cheap. Or Well, it’s cheap.

I mean, literally, everything’s free if you want to look at it that way.

So it’s there’s a there’s a quality standard, though. Right? There’s the expertise that you’re bringing, and that’s why it’s for you to nobody needs someone to write junior copy for them. AI got rid of junior copywriters.

Peace to the juniors, but you’re gone. So you have to always be the the best at it. Right? And just, like, don’t worry that you’re not.

Like, just I know that sounds dumb, but, like, just don’t worry. Just, like, don’t worry. Worry about it, Joe. You’ll be good at it. Don’t worry.

You’ll know if you’ll know.

Yeah. So when I look at this, I’m like, okay.

I what I see is, you’re trying to show value by showing lots of stuff that you’ll do, not by showing results.

What they care about is not your busy hands. They don’t want you sitting around doing nothing, but nobody I haven’t my experience is not for people who are hiring professionals. It’s not how busy were you today.

It’s what did I get out of it today. And that’s all you need to worry about. You need to say, let’s get you now that we’ve implemented this, now that you’ve got this evergreen funnel going, you know what most businesses do? And wait for them.

Most businesses walk away and just let it sit there and fester and nothing’s getting better and their audience is changing and algorithms are changing all around us. And you have the same evergreen funnel set up brilliantly. I might add because I’m a genius, but you have the same thing sitting there. And when are you gonna optimize it?

When did you last optimize your evergreen funnel? You didn’t have one before. Right? So like just talking them through it in a way where you see yourself as the expert and on the same level.

You’re not asking for work, you’re offering them this solution, but you actually have a way for them to keep making money. Like, where you will be in charge of watching that the evergreen funnel keeps going up instead of what’s their plan right now to optimize it? What’s their plan? Fucking nothing.

You know, they have no plan to optimize it. You come in for the bargain basement price of five thousand dollars a month. You’re gonna keep that going up.

What? Like, you don’t need to list out every single thing you’ll do. That doesn’t matter. They’ll wonder, okay, how are we going to get to those results? You’re saying you’re gonna keep this number going up.

How? Then you can talk about that, and you can say really quickly, like and put it in brackets. Like and if you’re wondering how I’ve done this a million times, and then you just put in brackets, like, check tracking conversions on an ongoing basis, writing new copy as needed, and then close brackets, etcetera. Close brackets because you don’t want them using this as your new checklist of, oh, did she do all of this stuff for us this month?

Does that make sense?

Yeah. Yeah. Because on the call, they I kind of I sold them, and I put them a good.

But then they, they asked me in the email to say, like, what actually is included in that, which is why I broke it down like this.

And that’s another chance to hop on a call too. So just because the client wants you to send a checklist, doesn’t mean you do. And there are gonna be times when if all they really wanna bring it back to is that you do have busy hands the whole month, then, they’re not a good candidate for a retainer.

But you would probably already know that because they would have been kind of annoying to work with already.

So if they weren’t annoying because they weren’t like, what else are you gonna do for me? Like, what else are I’m gonna make you money, dummy. Like, what are you talking about? What else am I gonna do for you?

The thing that you want most in life, the money. I’m going to help you get more of that. So I I’m think would happen during this optimization, this ongoing optimization? What would you expect?

And then you can have a conversation and say, of course, we’ll do that. Of course, we’ll do that. No. We won’t do that. That’s a whole new project.

That sort of thing. Right? So you don’t have to show that all you’re gonna do is spend your time on this. It’s not Mhmm.

I know it’s hard because you’re just starting to sell the retainer stuff, but just know that you shouldn’t expect to close all clients on a retainer afterwards. They’re not all gonna be a fit for it. They’re not all going to understand that you don’t hand over work and voila, it works and works forever. Like but others will others will, and they won’t say, show me everything you’re gonna do.

Mhmm. Yeah. Because I think these clients are really good for it’s just the trouble for me is my confidence comes when I’ve done something, like, fifty times, and I haven’t done this before for a client. So it’s difficult to to communicate the value when I’m just, you know, doubting myself because I haven’t, like, earned the right to kind of be an expert in it or call myself in. I don’t know.

Do you think that you will suck at this?

I don’t think I’ll suck at it. No.

No.

I won’t suck, but like, I’m gonna be figuring some stuff out as I go, which is why I put the price at five thousand, not the ten thousand.

Yeah. So you’ll be figuring it out as you go, and you adjusted your price accordingly. You don’t tell them that. But the reason you adjusted your price is to help you get over that mindset hump.

Right? So you have already done the job of reducing the price to make it so that you shouldn’t be worried then. So this is the thing, right? Like respect the work that you’ve done, not just the expertise that you’re going to bring to this, but the fact that you had this mental block on ten thousand dollars and you decided to then bring it down to five thousand dollars, And thus, you now need to force yourself over that mental block.

You’ve already done what you can do to solve it. The next step in solving it is doing the work and seeing, like, oh, I’m just tweaking things as I go and then seeing how it does, and I’m putting together this report and sharing it with them.

These are not a lot of difficult, crazy, difficult steps at least. Right? So I know it’s I know it’ll get easier the more you do it, but you have already reduced your price.

You are going to be learning on the job. You’re not gonna make much money off this one, but that’s that doesn’t mean you have to work your fingers to the bone doing all sorts of checklist stuff, this whole list.

Right? You’ll get it.

But do your best to hop on calls wherever possible. You can close better on calls than you can in email.

Even great emails, unless they’re so stoked on their side of things, like, they’re like, we see nothing but opportunity, and you’re the absolutely only person on the planet who could ever do this for us, that’s where they need to be to close on email. You need to get them on a call.

Yeah. Which is difficult because they’re busy.

Of course. Once again, Nicole. You’re busy to make money? Like, another month. I’m like, for real. No.

You did. You did go on a call with me when I tried to close you.

I know.

Well So, I mean, it’s difficult.

It is actually Sorry.

I didn’t need to call you out.

That’s fair. They can be. Well, I would say, did I see a way to make money easily there?

Okay. There has to be the easy payoff in my life for me to move on anything.

Laziness factors in. And that’s true for a lot of people.

So I would not hold it against them if they don’t hop on a call right away, but do your best to get them on a call. That’s far easier to close them, especially when you’re just working this stuff out. When you, like, have not done this before, you can listen and take notes as they’re as you’re asking questions, not pitching, asking questions. Well, what what would optimization look like for you?

What are some questions you have? Like, now that we’ve set up this evergreen funnel, what comes to mind for you? What are you looking at? What’s the first data point that you were hoping to see?

And they can tell you exactly what they need from your this retainer with you. And you then all you say at the end is that’s cool. We’re gonna do all that stuff. You’re gonna get all of that.

And then Mhmm. Go do it. I draw it right then. Now it’s like, take recording, take transcript, turn into new SOP for what I’m gonna do on my retainer, but let them tell you in that call.

Yeah. That’s smart. That makes sense. Thanks.

Alright. I’m so hopeful for you. I think it’s gonna be cool. I hope it works out. Alright. Anybody else?

I was gonna say, Abby, I think you’re dramatically underestimating how much value they put on just having you around. Because knowing that you’re taking care of it one of my favorite ad copies is it’s not just x, it’s peace of mind. And you can fill in lots of things there. And just knowing that you’re on it, that you can answer questions or you can be there if they’re freaking out about something irrelevant is an immense amount of value in and of itself.

And that’s not something you put on a checklist. That’s just something intangible.

Yeah.

Mhmm.

Thanks, Naomi and Jessica, for your dramatic agreement.

Yeah. When it comes down to it yeah. I know. I’m not gonna harp on it, but yeah. Cool.

Alright. Anybody else?

We’re all doing brilliantly in our businesses and need no conversation.

Nothing?

I have a big win to share.

Oh, sweet. Do it.

It’s been over it’s been almost three months, and, like, at least half at least a dozen trips to my lawyer. But as of next month, I will have a salary again.

Oh, sweet. And my no. I mean, like, not I will have, like, a as a I will have a corporation. So I will have, like, a pay slip. Again. Amazing.

And my retirement account for my corporation will be open.

And I’m gonna save like one thousand dollars on tax every month.

So that is, been a long time coming.

But What are you gonna do with the thousand dollars that’s freed up in your business now?

Well, since I have a salary, it’s go it has to go into the business. So I’d like to take on more people to help with some of the social media stuff.

Nice.

And, yeah, to so I can get more time back in my day.

K. Excellent. That’s amazing. Good stuff.

Oh, yeah. It’s so much easier. Like, when I hear about the different countries around the world and the challenges with setting up a business and then tax and everything, Canada makes it so easy.

Like, so easy.

Adnan, do you have a business set up yet?

Yeah.

I do. I I have I’ve had one for a couple of years now, but it’s pretty smooth. Like, I haven’t had too many issues with anything else.

No. When I talk to even Americans about their, like, tax situations and stuff, I don’t understand the levels of complexity. It’s a lot. It’s a lot.

So you don’t have that.

Most of us don’t know either, Joe, so it’s fine. Yeah. Fair. Fair.

Well, it becomes much more complicated when you’re a dual citizen.

So that’s part of the issue. I bet. I bet.

That might be part of the issue. Yeah.

Yeah.

Yeah. Well, good. It’s a win though. Well done. That’s awesome.

Alright. Are we ready to wrap up today’s call?

Next week’s call is not on Monday. It’s Easter Monday Easter Monday. Easter Monday. So here we won’t be in.

Our team has, the four day weekend off, which is stat, I think, across Canada.

And Tuesday is the kickoff for the intensive freelancing. So we’re just bumping the Monday to the Tuesday call, which will be that kickoff. So you’ll have a worksheet to go with that. That’ll go out on Friday, and that will apply then to the Tuesday, call.

So I’ve invited you. If you gave a thumbs up in that message that were posted for the intensive, if you give a thumbs up, you’ve been invited to it. If you didn’t give a thumbs up and you’re watching this, the reason you’re not invited is because you didn’t give a thumbs up. So, if you want in, just let Sarah know.

Cool? Right. Excellent. Okay. Thanks everyone. I hope that you go forward and use the golden triangle to just overcome those weird moments, when budget is under discussion and you don’t want to budge at all on your budget.

So yeah, let me know how it goes. Go practice it too. It’s actually kind of fun and we’ll see you later. Bye. Y’all have a good one.

4 Hook Finder Formulas

4 Hook-Finder Formulas

Transcript

Hellooo. Happy Monday, everyone. 

Yeah. I’m looking at a little a little a little groundhog type creature walking around my backyard. It’s pretty cute.

Pretty good start to the day here.

Alright. Today’s session. Y’all, we’re doing copy talk today.

We’re just gonna talk about hooks, because and the essence is recording.

But one of the reasons I wanna talk about hooks is I have sometimes I have people who come to me and say, hey, Joe. Can you help us with this? And I say, no. I can’t, but I know some freelancers who can.

And they say, hey. Cool. But we don’t wanna manage them. So I say, okay. I’ll manage them.

So with that, I’m doing that right now, for a friend of mine.

And one of the things that I keep noticing when I’m coffeecheaping for this group that I’m basically a general contractor for is the lack of just because the lack of a hook. And I know this happens a lot. It’s difficult, I think, to find a hook, and people, freelancers, who are undercharging are just, like, plowing through the work instead of being allowed to spend time on the critical work of, like, I need to find my hook.

So freelancers tend to not really recognize just how long a project takes in house. When you wanna do something in house, things don’t get done, like, ever. And freelancers think they have to rush stuff out the door and get it done really fast, and that can be valuable unless you’re shortcutting work. So this is one of the reasons we wanna charge more because when you charge more, you’re charging for the value you’re actually providing, obviously.

And so and it also allows you to not have to take on quite so many clients, or so that you can do better work for the ones that you’ve got. So with that in mind, I’m just really confused often about why a hook is such a hard thing to find. So I put together these four formulas. I’ve taught one of these formulas in copy school, and there are definitely other ways in.

But one of the things that we kind of glaze over is that a hook is the starting point when you’re writing copy. Before you choose your framework, you find your hook. The framework that you choose should be based on that hook. So if your hook is something about a dream state, then you’re probably gonna chart start with a framework that begins not with problem because your hook is a dream state so you wouldn’t choose p a s if your hook is a dream state.

You would instead choose d o s or even the four p’s or ADA, but you’d be able to eliminate some of those. If you don’t have a hook, I don’t know how you’re going to find your framework. Most of the time, what we’re doing as copywriters, conversion copywriters, is we’re listening to voice of customer data. We’re going through it. We’re, like, synthesizing.

We’re trying to find the stuff that’s, like, that stands out. Like, oh, that’s interesting language. And that triggers something, and we might write down a quick note at that point. Like, oh, I think that might be the headline.

We’re looking for the hook all the time. But then we, like, oddly shove the hook into a different framework, and nothing really works, then you edit the hook down because it’s not working anymore, or you didn’t even find a hook. You just found some cool language, but it didn’t belong at the opening of the thing that you’re writing.

So what I wanna share today are four ways to find your hook so that you can choose the right framework to write your copy with and actually have a better chance of being successful there. So on the title page, I’m gonna share my screen right now. Oh, who’s chatting? We all look so guilty.

Who chat how do you chat about that? Oh, on the title, page, you can see here, full screen.

Down at the bottom, I have, as always, how to use this worksheet and basically a little bit more about what to do with it, how it’s gonna make your life easier. So, this is a reset on what isn’t a hook. That’s really kind of the most important thing. It’s hard to know what a hook is, but you know what it’s not.

So you can we can start to develop a sense for, that’s not actually I’m not hooked. I’m bored by it. It’s not doing anything for me. If you’re like, well, just keep reading.

It’ll get there. Then once it gets there, that’s the hook.

So get rid of boring stuff. Boring doesn’t belong. Copywriters who make good money don’t bore people. It’s just the reality of it.

Second note here is after you pour over your VOC. So we’ve gone through, we’ve been reading all of the voice of customer. We’re like, woah. Overwhelmed by how much is going on in our brains with it. Before you choose your persuasion framework, that’s when you find your hook, and then the headline formula comes last. Now what I’m going to show you here is these four formulas matched up with finished headlines from famous, semi famous at least, swipes from olden times and and current times. There’s some Apple in there as well, but it’s still it’s old Apple.

So you’ll see that there will be a finished version, and then the hook is there to help you see how to get there. But we don’t see the in the in between part, so we’re gonna have a discussion around the in between part. And here’s what I mean. This is beginning to find your hook.

So the four formulas that we have over here are where you want to start. So a good thing to do, and I teach this, in coffee school in regular copy school, but it it gets overlooked, is you read through your copy. Let’s say let’s say you already have copy. You’re like, I don’t think I found a hook.

I tried this framework. I did everything wrong. Nothing is working. If you have a first draft of something or if you’re going through and you’re optimizing someone else’s work, you can read through it.

Let’s pretend this is copy. I read through it, and then I begin every sentence. I look at every single sentence there, and I begin it not by reading the sentence, but by saying out loud, I never thought it was possible, but and then you put the line of copy in there. And if it doesn’t work, if it is possible, if it’s not exciting, then that’s not your hook.

Right? So we have this hook finder formula. You can go through existing copy that you have and read each one of these in front of each sentence that you see. And And this is also true for going through VOC.

So anytime you are trying to find a hook, which should be always, you can go through any VOC you have and first say, I never thought it was possible, but and then use the VOC to complete that sentence. And if it doesn’t complete the sentence, it’s not a hook. You throw that out. That might be good for frequency, but you won’t be able to use that copy as a hook.

What no one tells you is, then you try to complete that line with the VOC or, again, with copy that you wrote that you think might suck.

You won’t regret stopping everything for this.

Does the next line complete that? Or this more sensory one, look at this. Listen to this. Have you seen this?

More visuals. So visual can be a really strong hook, especially if you’re gonna end up doing the four p’s, which begins often I mean, there’s different ways to do the four p’s, but picture is usually the first one. Okay. Let me walk you through this because I know I’m sharing a lot of thoughts right now, and you need to be able to practically apply this.

So here is what we want to think through when looking for a hook. You’ve got your four formulas off to the side. You use those to help you. It’s always a complete this phrase.

Okay?

When you, let’s let’s just look at this. We’ve got the problem then desire then wander up along the top. That’s typically where we’re going to find, something more interesting. People are interested in problems.

They are interested in their desires, and they’re interested in, like, what I just categorized as wonder. And that means something highly imaginative, shocking, funny, curious. In fact, when I was going through to fill this in as this example version of the sheet, wonder was the category that was easiest to fill in. There’s so many headlines out there throughout history in popular ads that are based on imagination, on shocking things, on something that’s funny or just plain curious.

So you might it’s surprising, I think, for a lot of conversion copywriters who live in the world of PAS and DOS, where we’re, like, it’s usually a problem or it’s a desire, but then there’s the other times when it’s just, like, this wonderful kind of thing. So if you are hearing a problem, in the VOC, then you can say I never thought it was possible but and try to complete that phrase with that problem. In this case, for example, I never thought it was possible, but in the rush to see Hawaii, did you miss seeing Hawaii? So this is a problem.

It’s interesting. And because these again, these are finished headlines, they’re not a perfect match or I never thought it was possible, but but you can see that this is kind of impossible to believe and it’s a problem. In the rush to see Hawaii, did you miss seeing Hawaii? I never thought it was possible, but reduce your wrinkles up to fifty six the first month.

Now these these, headline like that or hook like that is trickier to use today for lots of reasons. This was usable back in the fifties and sixties because you could say all sorts of shit and get away with it at the time, And now we have better rules and regulations around that, and people are also more likely to distrust this, and you need a lot of facts to back this one up. But nonetheless, we nonetheless, we can say, I never thought it was possible, but reduce your wrinkles up to fifty six percent the first month. Okay.

So if we were to see that, we hear in VOC something like, oh, I reduced my wrinkles by, like, more than half in the very first month of it. That’s cool. I never thought it was possible. We hear it.

It’s a desire. It’s a good thing. It’s not a problem, and it’s not imaginative, shocking, funny, or curious. It’s something I desire.

I would like to reduce my wrinkles.

And so that’s a case where we would then say, okay, I might use DOS for this or ADA. There are other formulas and frameworks out there, but those are some really common ones that you might start with. I never thought it was possible, but you’re prequalified up to thirty five thousand dollars. That could easily go on the cover of on any envelope or all sorts of different things out there.

It’s desirable, and I didn’t think it was possible that I could be prequalified for such a high amount of money. Then comes wonder where the hook again is highly imaginative. So I never thought it was possible, but the the death of Walmart. Okay?

So, wow, how do you kill Walmart? But that’s something that’s kind of shocking, and you wouldn’t think it was possible, and that’s where we can find a good book. Is this making sense how these work together?

These everything showing here, all of these headlines from history, we’re saying in this lesson, you would find this in your VOC. You’d find language like this. Like, woah. This place is so cool. It’s like killing Walmart or something.

And that’s where you go like, interesting. What can I do with that? I never thought it was possible, but, this new grocery chain could kill Walmart. Okay. That’s a starting point for a hook.

Then we would go and work on that headline, but at least we’d know that’s our hook now. We’d know, it’s probably our hook. I can write copy that matches that interesting wonder, and then go from there using the four p’s or attention, interest, desire, action. What no one tells you is problem.

Five years ago, you could have bought this apartment for eighty eight thousand. What no one tells you is is kind of a fun, formula because it gets in it taps into this, like, idea of there’s all these secrets out here without you having to say secret. Now, again, none of this no formula makes its way onto the page ever for finding these hooks. This is just to find the hook.

So what no one tells you is, and then you look for phrases in VOC that can complete that phrase believably, whether it’s under problem, desire, or wonder, or as you do this more and more, you find your own new category. But this is a really solid starting point for this. When no one tells you is, and then we’ll go into the problem to the man who is afraid to make his dream come true. So you could see how these two can work together, but, again, this is a finished headline.

I think it was Caples who did this one, I think.

But none there we go. That’s the finished version of it. What no one tells you is, this is another one to many who wanna quit work someday. That’s a desirable thing.

What no one tells you is Jefferson had one of the best minds in seventeen seventy six, but today you can make better decisions with an apple. It’s a really good fit for desire. I wanna make better decisions than ever before and what no one tells you is. So we can start to say we’re getting to a place where we might have a hook on our hands.

It completes this phrase, and it fits into one of these categories so that we can then use the following formula to write the copy. What no one tells you is and I like this one quite a lot. Havana nineteen thirty nine. It’s, for Jay Peterman.

Obviously, Jay Peterman was and is very well known for interesting copy.

And it’s kind of wonder. Like, it catches your attention. It’s curious. What are you talking about? No one told me anything about Havana nineteen thirty nine. What’s going on there?

And what no one tells you is rub the Buddha for luck was the actual headline, but before it came just when you need a real money miracle.

So that’s kind of, again, again, funny, interesting, curious, tell me more. I’m surprised. That’s a hook. Right? We can look through all of these. Don’t buy this jacket.

I’m interested. Will you be clerk or manager ten years from now? I’m interested. Five seconds ago, you had a great opportunity.

What the fuck? What did I do? Tell me more. I’m interested. You’ll never believe what we found buried inside Trump’s twenty fourteen financial statement.

This is before he was voted in.

I haven’t had a glass of water in six in years.

These are all obviously hooks. Don’t do it. Don’t buy a spring suit. Don’t buy a straw hat.

Don’t buy a scarf. I wanna know more. The do it all digital mail room. I wanna know more.

At sixty miles an hour, the loudest noise on new Rolls Royce comes from the electric clock. I wanna know more. Have you ever wondered what you would look like with a million dollar smile? I wanna know more.

These are all good hooks because I want to know more. Most of the time, the copy we’re writing barely makes us want to finish reading the headline. So we have got to work harder to actually find solid hooks, things that are really going to make your client go, wow. And they barely even need to keep reading from that point on.

In the rush to see Hawaii, did you miss seeing Hawaii? If you come up with that, you’re like, okay. Here’s my invoice, and I’m gonna double it next time because I’m so dope. So that’s what you wanna do.

This is the blank version of that same page. Use it when you’re going to find your hook. Make sure that you are.

Even if you don’t use this, which you should, what you need to walk away from this lesson knowing is that hooks are critical.

Hooks are what help to make you into a killer copywriter, and that’s largely because hooks and headlines work so closely together. Every copywriter knows your headline is how you are measured as a copywriter.

So that’s the lesson for today.

Questions? Thoughts?

Andrew is confused about the very idea of a hook, Andrew? I know it’s a joke.

It was a good movie also.

Sort of. I’m sort of well, I I guess one question that I have is, because I yeah. I’m working with b to b SaaS companies, web copy year after year. Like, it’s, like, a lot of, like, preheader, headline, subhead, and not really thinking in terms of a hook.

But yeah. So when you’re talking about the hook, how much, like, in finding your hook, how much of that can kind of move around between, say, like, the headline and the subheads? They kind of blend together in some cases? Do you kind of once you identify it, do you kind of let go of exactly where it is as long as it’s, like, really early?

So I know that I know exactly the situation you’re talking about, and that’s why I included the do it all mail digital mail room, as a headline here because that would work really well for SaaS. It’s hard to find what’s that?

Who is that one?

Oh, it’s old school. I don’t know. It’s not it’s not recent.

Okay.

It was, like, when I think it was about fax machine. Something really old.

The do it all digital mail room.

Gotcha. Okay.

But it’s that’s it. It’s a value proposition, but it’s it’s at least it’s an interesting way of saying it.

Yeah. No problem.

There’s another example.

I’ll try to think of it later. But I know I know how tricky it is with with home pages.

This is the kind of work where when we do this hard work and we find that hook, that’s when the client, even if there’s someone in the room who’s weird about it, that’s where the CEO, by the end of it, is like, no. We’re going with that one because it’s compelling. We can all tell it when we look at it. You can see that it’s more compelling to say that than, like, a summary value proposition.

I get why value props I teach why value props are important in your, web copy on the home page in particular and really across every page that you’ve got.

But this is pushing it further.

Like, really, really, like, get hungry for, like, a really great look, if only for the ego of it. Because at some point, it all just turns into ego anyway.

I don’t know how helpful that is, Andrew. Yeah.

That’s helpful.

Cool. Awesome. Abby?

Hey.

Yeah. So writing hooks is definitely, like, my weakest thing. So if I was to be like, okay. In May, I wanna just, like, focus my training time on getting really good at, like, writing hooks. Like, what would you like, what what kind of actionable steps, like, would you say I should take to like, should would it just be as similar as, like, practicing for, like, different brands like, using that table? Like, what what would you recommend?

I think if you’re just sitting there brainstorming them, then it’s tough. Right? Like, because there’s no constraints. There’s no like, what are you supposed to what? It’s too blank a page even with formulas and, like, the three categories or buckets there.

Yeah. I would say, like, go over your any copy you have written before and see if you can find the hook buried in, the copy that you wrote. And maybe you’ll be like, oh, no. This one did have a hook. Maybe I’m actually good at hooks.

So that can be useful just to go over past copy you’ve written. Go through your inbox and look and see, does anybody have a hook? Where are the hooks? Are hooks continued? Because there’s a question with email, others which is the same question with all direct response, which has always had multiple headlines to drag you in, or pull you in in some cases.

The subject line, which was like the stamp on the front of an envelope with old school direct response, then there’s the opening line, and sometimes there’s a headline, and and and. So I would go through and look at all the places where you have to keep hooking people in email for you in particular or wherever these places are.

Sales pages. Go through and look at any sales page that comes up and challenge every single headline and crosshead on that page and see just like, oh, yeah. There’s a lot of, like, weak copy out there. And if you can make those things stronger, if that was your challenge for yourself, Abby, and you were to do that for a month, I’d be very curious to see, how much better the copy is after you just rewrite headlines and crossheads and subject lines so that they actually hook somebody. Yeah.

Yeah.

I would do that.

I would just go over your past work and then anything in your swipe.

Yeah. Yeah. I’ll do that. Thanks, Jo.

Cool. Fun.

Awesome.

Awesome. Cool, Stacy. That’s wicked.

We’re good?

Find your hook.