Tag: april 2025

Funnel #3: Retargeting Funnel

Funnel #3: Retargeting Funnel

Transcript

Okay. Here we are. So we are at the end of this minimum viable funnel month.

We’ve worked through the appointment booking funnel, the workshop funnel, and now we’re talking about the retargeting funnel. Now this isn’t going to be a long lesson, because a lot of people are just I they’re just not doing retargeting. So if you don’t I don’t what I want you to take away is not that you have to start retargeting, although it’s a good thing to do. It’s very hard to do if your traffic is low. It just ads can’t run.

It just doesn’t happen. So there has to be a certain amount of traffic already coming to your site. Nonetheless, what we wanna do is make sure that we are installing pixels and all of the things that Meta, LinkedIn, and YouTube need for when the time comes for you to start doing ads including retargeting ads. We really just want these spaces to get to know our traffic, and to start setting up goals in those spaces so that we can better understand who’s coming.

And now if this doesn’t feel like a problem, that’s good. It will be though. It will be once you get more and more traffic coming in. Let’s say there’s a spike, someone talks about you, you do something on blows up, and suddenly everybody is, like, on your site.

You’ll wanna know what’s going on.

So that’s what we’re going to talk about today, but that alone, is mostly the lesson. That doesn’t mean that is the lesson entirely. There’s more in this than that. Hold on.

I have to what’s this doing? Oh, there it is. But I’d really, the takeaway is, are you tracking who’s coming to your site at all? And if you’re not, it’s time to start tracking who’s coming to your site.

So this is what we’re looking at. I’ll make it a little bit bigger for those of you who are on smaller monitors.

Hold on. I just wanna confirm that we are recording for those who are not here live today, it looks like we are perfect.

Okay. So there are really two different parts to this retargeting funnel, and the one on the right is, like, dotted line for a reason. Let’s start with the one on the left. Post workshop retargeting ads.

This is, of course, where you want to make sure that anybody who does attend your workshop, you are continuing to show up in front of them. So this is where we want to drive them to our appointment booking funnel. They saw your workshop. They haven’t done anything yet.

We just need to make sure that they’re seeing us.

Now the two sides of this, this is it’s it’s a little tricky. So I’ll talk to you about these two options.

You can do both of them, by the way. But the one on the left, this post post workshop retargeting ads, this is for social proof stuff, and that’s gonna go on meta. Alright? So a really good practice in retargeting ads is to use social proof.

It says we’re at a most aware sort of stage, and that’s where social proof and other things can come in. Obviously, we’re more bottom of funnel there and social proof goes a long way. So if you are retargeting on meta, this funnel will focus on social proof. So that will mean that you’ll have a social proof image as well as a social proof carousel and or video.

Again, it’s just for retargeting, and it might you might not be putting this whole work this whole funnel together also. Right? As mentioned, this might just be for you and exercise and going in, setting up your trackers on the various sites using Google Tag Manager if that’s new to you. Is anybody using Google Tag Manager right now on their site?

No. So these are the kinds of things that you need to be doing. This is basic this is digital business stuff. Okay?

So we wanna make sure that we’re treating our business as the digital business out of this. Even though we do services, many people here also sell courses, ebooks, and other things like that. So you have an online business. If you’re not using Google Tag Manager, that means you are not tracking people coming to your site.

If you’re installing tags right on your site like in WordPress or in your header or footer, that’s gonna slow things down. So the best practice is to use Google Tag Manager, and that’s what you will do. Now this isn’t a lesson on using Google Tag Manager. We can talk about it in the question part if you would like to, but it’s a really simple ChatGPT solution.

Hey. My coach told me to use Google Tag Manager. I don’t know how to do that. Tell me, and then it will walk you through all of those things.

It’ll do so also to help you set up tracking for LinkedIn to know who your traffic is, for YouTube and, of course, for Meta. Okay? So this lesson is about here’s what you should be doing, then you hire a chat g p t for how to do it. Okay?

Okay. So the the part on the left here is all about social proof. This is likely going to go on Meta, so Facebook, Instagram.

Then on the right, this is an interesting one that’s a little bit tricky, and we use this approach for LinkedIn for ourselves.

I’m not yet a hundred percent convinced by it because LinkedIn is such a pain in the ass when it comes to ads.

But I I wanna share it with you because it’s potentially interesting, especially when you’re trying to have your brand seen everywhere, but you want to avoid costly clicks. So most people here don’t wanna spend fifty thousand dollars a month on ads. I mean, honestly, you really couldn’t either. Like, that’s not how ads work.

Can’t just throw all the money you have at them. There’s more to it than that. So it’s not even that. You don’t have to spend fifty thousand as well.

You can spend twenty dollars a month on this part, and so that can be money well spent. If you’ve, of course, ever been to a random website and then been retargeted, it tends to feel like, they’re a big brand. So you go to any coach you may have come across or training person of any kind you were thinking of taking their course, and then you see their picture all over the place. We know it’s a retargeting ad, but it still gives a sense of, woah.

That person’s really everywhere. Am I just starting to see them now? And that’s all we’re talking about with these LinkedIn text ads. Okay?

So this is LinkedIn retargeting. You’ll set a goal for traffic that has been to your site in the in the last hundred and eighty days.

We can talk about all of those things too, and this is really for brand recognition. You are not trying to get people to click it. You’re not doing anything that makes it clickable. Hold on.

Yeah. Probably.

I just saw Katie’s note about retargeting ads, for copy hackers.

So, yeah, the objective here is make sure they see you. And this is all we’re really going oh, sorry. That’s what this is all about.

These, this is what we’re talk talking about there. So it’s a little ad.

It’s not click. You can click it, but the purpose is not to do that. The purpose is just to help people to see your brand again. So copy hackers for teams.

Copy hackers loves teams. It’s not click here to get a free tutorial. It’s not save ten percent. It’s nothing like that.

It’s purely stuff that’s running in the background, and the more I see it all over the place, the better. Now you can also do this on meta with meta retargeting.

But you want to again, the whole point is to make sure that it’s just for retargeting, generally, and that nobody will click it because you don’t wanna you don’t spend any money on impressions. You spend money on clicks. So we just want to drive impressions to increase the likelihood that people understand that you are a big deal brand. Okay.

So, again, today, you do not need a retargeting funnel, but you do need all of the spaces that you will want to advertise on at some point and also that your clients are likely advertising on that you need to know as a copywriter, like it or not. As you raise your rates, you have to know more about all of the things. You don’t have to be an expert. Not at all.

You don’t have to talk about it like you’re an expert, but you have to know what people are talking about when you’re in the same room as them. So if they’re talking about I was do we have that tag set up on GTM? You you have to know what that is. Right?

So that’s what we’re talking about today.

Great. So you’ll set up goals. That’s another thing as well. Here’s how this will work. And the LinkedIn one is most interesting to me right now because we all know about retargeting ads otherwise. And if you don’t, let me know and we can talk about it.

Meta ads are perfectly fine, but there’s a lot to them. LinkedIn has anybody done LinkedIn advertising here?

LinkedIn advertising is horrible in many ways, except that it’s really, basic. So it when you sign into LinkedIn business manager or campaign manager or whatever, it looks like meta’s used to look a decade ago.

It’s really slow and sluggish and old, and it doesn’t offer a lot of options. Whereas, when you go to YouTube or sorry, not YouTube. When you go to Meta and put an ad campaign together, you have to have things that are populating in different image sizes, different videos for different spaces. You have to choose different goals.

This is really not the case with LinkedIn. You choose text as your ad, and then they, like, take you to a space where you put up a little image and you write three words, and it’s really, really basic. So it’s really easy for you to get started getting your, like, business out there, figuring out how to do ads for your business. And because we’re not trying to get people to click, it’s really just a good exercise in setting stuff up.

Okay. So you’re gonna need a partner ID. You’ll see that when you go into LinkedIn campaign manager.

You’ll need Google tag manager. Again, that’s for your website. You’ll go to LinkedIn campaign manager where you will find your partner ID, and then you’re gonna publish that partner ID in Google Tag Manager. This is the technical side of it, obviously.

Then this is a really simple way of looking at what will feel like an hour’s worth of work to start tracking this. But, again, once you’re tracking it, when the time comes for you to be like, who’s coming to my site, and what are they doing, where did they come from, this will go a long, long way. So you’ll install this Chrome extension. I don’t know why LinkedIn doesn’t have this itself, why you can’t just, like, click a button to make sure that the tag is firing, but you can’t.

So you’ll install this Chrome extension, then you’ll go to your website. You’ll click that extension in your Chrome browser. I might even have it up here.

Now insight tag manager. Tag this one to check, whatever. And then you it’ll visit then you’ll visit your website, and then you’ll just make sure that your partner ID is tracking. That’s really it. If you already have an account if you’re already with LinkedIn for using their campaign manager, then you can skip right ahead to GTM. If you’re already doing that, then all you really need to do is go to campaign manager, pop it into your Google tag manager, publish that tag, then check it on your on your website.

That’s it. And then from there, you can start experimenting with these sorts of text, not click. You they can click, but that is not the point as mentioned. Okay?

This is what the basic retargeting funnel in a day looks like. Now you’ve already done some of the writing. Right? The script, the video, that’s selling them on watching the workshop and the video selling them on booking an appointment, which is for this funnel, which, again, maybe you’ll set up, maybe you won’t. Just make sure the tracking’s in place. That’s all I ask.

And then you’ll write the ads, which you can work with ChatGPT on that. If you’re like, I don’t write ads, that’s okay.

You don’t have to. You are a copywriter, so you can prompt it to do the right thing, and just work with ChatGPT on that.

So that’s really that’s it. If you haven’t already, you set up a meta business page and an ad account. Now it might feel old. I know for me, I’m like, why can’t I just shut down my stupid Facebook page for copy hackers since I don’t go on there and I, like, cannot stand Facebook.

But you need it in order to run ads. So you set up your meta business page. Make sure you have, obviously, something on Instagram as well if you want to be, advertising on Instagram.

Install that meta tracking pixel in Google Tag Manager. I have here on your site as an option, but I really recommend against Google Tag Manager is, like, free.

And most of us are living in the Google world for the suite that we’re using, so just add GTM to the mix. There’ll be goals you’ll need to set up. Again, you can just tell chat g p t, hey. My coach said that I need to set up these traffic buckets with goals for these days.

What does she mean and how do I do that? And you’ll get a step by step process on doing that. Make sure you’re always collecting testimonials. If you have these, that’s good for that social proof retargeting ad.

Just go in there and put them together, and all of these steps as you know. Right? So recording videos, producing videos, completing ads in meta, and then publishing, and this is only if you do the meta ad funnel. Alright?

Now that’s going to sound like, Joe, what am I doing here? Your objective is to make sure that these different social platforms are tracking traffic to your site so that you can, if and when you want to, which could be right now, set up a retargeting funnel that may or may not get clicked. Alright.

That is all.

Any questions about that?

Abby first, and then I see oh, hold on. Abby put up her hand, then Katie, and then Caitlin.

K. Abby first? Yeah. So this is kind of one that all three funnels together. I’ve got them, but I don’t wanna do it myself. Like, do you can do you think I could hire, like, a kind of one of those, like, unicorn VAs for, like, a VIP week, give them the training, and have them do it for me?

Is that it? Is that the right person or would I need someone else? Because I just I I just don’t think I’m gonna do it realistically.

Yeah. If you don’t think that, then sure. But I I haven’t found someone who I can hand that off to without hiring them full time, walking them through training, making sure of. But I’m, I mean, I’m a little different in my business.

I’ve always liked being really hands on with things. So until I’m gonna hire someone full time for a thing or an agency or, like, a dedicated freelancer to do the job, I’m more likely to just do it. Now, also, because your clients have funnels, it’s a skill set that you may wanna bring in house, though. So I wouldn’t who’s this unicorn VA?

I don’t know. Oh, I don’t know. I was just had one.

I was just thinking, hypothetically, like, who would be the good person to hire. I mean, I have a full time techy person who’s gonna be coming in, so maybe I should just wait two weeks and have them do it. I just this is the kind of stuff that, like, I could do it, but it would, like, drain my energy for days.

Like, I just I just hate it.

Yeah.

My honest answer is that’s the job. We do things we hate all the time. And it’s going to get your skill level up to a place where you now know how to do this.

That’s gonna be better for you to train somebody on it too. So it’s like hiring somebody to speak to translate all of your stuff into French and you don’t speak French. Or you’re like, I’m hoping you’re doing it right. Is this right?

What you is this French? Is this even French? I don’t know. So that’s kind of the same thing.

Right? Like, just it’s better if you know the work that you’re hiring somebody to do. And that’s like Fine. I’ll do it myself.

It’s the shitty work that we get ultimately paid a lot for in the end. And I know it can feel like, well, is this thousand dollar an hour work?

Yeah. It actually is thousand dollar an hour work because there’s scripting of videos in there, and those can make or break the success of a funnel. I don’t know any technical person who can script a stellar video for these funnels.

Yeah. I do that part. I do that part. But, no, I’ll set it up. I’ll set it up, and I’ll learn. I’ll I’ll write it up.

I’d recommend you set it up. Thanks, Jo. And then train somebody how to do it.

Okay. Cool. Thanks, Abby. Katie.

Okay. For this specifically, I’m wondering, is there what if I have, like, really basic analytics knowledge is lacking, Where should I start in copy school if I want to just go into this with a bit more awareness?

What so when you think about doing this, what is the first thing that comes to mind is like, oh, no. I can’t because?

I have tried to set up Google Analytics probably once a year for the last eight years and then just gotten really overwhelmed. And I, like, I I put the code in, but that’s it.

Hey. That’s a really good start. And, again, GTM isn’t Google Analytics. It’s not GA. So yes.

So what it with Google Tag Manager, it’s not about going into Google Analytics to see who’s coming to your site. That’s GA will do that. It’s when the time comes for you to advertise on these other spaces, you will have to choose an audience. And the audience selection isn’t like it used to be.

You can’t just say, I want creative directors from Oklahoma.

Meta is like, go fuck yourself. That’s not how we do it anymore.

So you can’t, but you can say, here’s the traffic that’s come to my site. I want look alikes for this traffic, but it has to know that. And so if you start collecting that now, then you’ll have it when the time comes. So that’s all it’s about, and that’s about Meta having it, not about Google Analytics having it.

So separate the two. Okay? Okay. Cool.

I also struggle with Like, if I’ve but I’m, like, thinking back to having done ten x Facebook ads, that’s not really gonna help me here.

Sure. Yeah. It’ll help you.

It’s with the completion with the conversion goal type.

That Yep. Yep. Okay. I mean, a conversion goal is so what you’re setting up so you’ll have conversion goals for your ad itself.

You’ll have that you set up, and maybe I’ll do a separate training on this just to really quickly walk you through. Like, I’ll do, like, a loom. You’ll wanna set up, different goals that are not related to your ad inside these platforms. And that’s where you’re saying traffic in the last fourteen days, traffic in the last thirty days, traffic in the last hundred and eighty days, and that’s usually about as far as it goes.

That’s the that’s the different goal. So it’s not a conversion goal with your ad. It’s a bucket, basically, of people who’ve been to your site, and you’ll set it up for general traffic. You’ll set it up for key pages, like your appointment confirmation page or your workshop page.

When you have traffic for those that are being tracked in the advertiser’s spaces, then you can do better retargeting. Does that make sense? Then you can just do targeting. Yeah.

Yeah. Okay. Cool.

Thank you.

I’ll show you how to set up those goals and what I mean by them so that you can tell the difference between a meta goal and traffic on your site goals.

Okay. And then if I give a quick follow-up on the LinkedIn retargeting.

Yeah.

I have a client whose audience is pretty much exclusively on LinkedIn for their social media.

She’s launching an evergreen group program.

The like, would you say that’s a good fit just for a same thing about brand awareness, just giving that impression that she’s everywhere?

Yeah. Totally.

And I mean, it would be be driving to the program.

It would just be, like, about her. She’s great.

Totally. You’ll have to put a landing page in in LinkedIn. So you’ll put that as the landing page for those who do click. But when you’re writing it, and this is this is actually the hard part for me, is writing it to not get clicked. It’s hard to break that in your head like, woah.

But it’s not. It’ll be her picture. It’ll be a brand, and it’ll be, like, maybe her value proposition, and that’s it. And you’ll have to make sure you walk her through that because she’ll be like, no one’s clicking. And you’re like, well, that’s the point. You’re not spending any money on these impressions, but you’re getting impressions because we can see LinkedIn is serving it up.

Okay. Perfect. Thank you. Cool. Sure. Caitlin.

So pretty much what you were just talking about, what is my question? I I’m just to clarify. So because the LinkedIn retargeting ads are for brand recognition is making them not clickable, that’s almost like your hack or strategy to get more impressions, but keep that ad spend super low. That’s the whole okay.

Okay. Cool. That’s cool. Alright. Nice. Nice. Alright. Also, Liezl’s new photo is fire.

I know.

You look like a model. I love it.

Totally.

Thank you. It’s GPT.

Really?

Yeah. It’s the one you posted in the group, Jo.

The one that I also used it.

I hated it. It looks great, though.

Thanks. I mean, I hated, like, ninety percent of them, but I got, like, the thirty five pack.

So Yeah.

That’s fair.

Cool. Okay. Everybody should give it a shot then, and it’s actually fun, but I did hate all of them.

Worksheet

Take Action: Funnels & Goals (pp. 43 – 47)

Worksheet

Take Action: Funnels & Goals (pp. 43 – 47)

 

Transcript

Okay. Here we are. So we are at the end of this minimum viable funnel month.

We’ve worked through the appointment booking funnel, the workshop funnel, and now we’re talking about the retargeting funnel. Now this isn’t going to be a long lesson, because a lot of people are just I they’re just not doing retargeting. So if you don’t I don’t what I want you to take away is not that you have to start retargeting, although it’s a good thing to do. It’s very hard to do if your traffic is low. It just ads can’t run.

It just doesn’t happen. So there has to be a certain amount of traffic already coming to your site. Nonetheless, what we wanna do is make sure that we are installing pixels and all of the things that Meta, LinkedIn, and YouTube need for when the time comes for you to start doing ads including retargeting ads. We really just want these spaces to get to know our traffic, and to start setting up goals in those spaces so that we can better understand who’s coming.

And now if this doesn’t feel like a problem, that’s good. It will be though. It will be once you get more and more traffic coming in. Let’s say there’s a spike, someone talks about you, you do something on blows up, and suddenly everybody is, like, on your site.

You’ll wanna know what’s going on.

So that’s what we’re going to talk about today, but that alone, is mostly the lesson. That doesn’t mean that is the lesson entirely. There’s more in this than that. Hold on.

I have to what’s this doing? Oh, there it is. But I’d really, the takeaway is, are you tracking who’s coming to your site at all? And if you’re not, it’s time to start tracking who’s coming to your site.

So this is what we’re looking at. I’ll make it a little bit bigger for those of you who are on smaller monitors.

Hold on. I just wanna confirm that we are recording for those who are not here live today, it looks like we are perfect.

Okay. So there are really two different parts to this retargeting funnel, and the one on the right is, like, dotted line for a reason. Let’s start with the one on the left. Post workshop retargeting ads.

This is, of course, where you want to make sure that anybody who does attend your workshop, you are continuing to show up in front of them. So this is where we want to drive them to our appointment booking funnel. They saw your workshop. They haven’t done anything yet.

We just need to make sure that they’re seeing us.

Now the two sides of this, this is it’s it’s a little tricky. So I’ll talk to you about these two options.

You can do both of them, by the way. But the one on the left, this post post workshop retargeting ads, this is for social proof stuff, and that’s gonna go on meta. Alright? So a really good practice in retargeting ads is to use social proof.

It says we’re at a most aware sort of stage, and that’s where social proof and other things can come in. Obviously, we’re more bottom of funnel there and social proof goes a long way. So if you are retargeting on meta, this funnel will focus on social proof. So that will mean that you’ll have a social proof image as well as a social proof carousel and or video.

Again, it’s just for retargeting, and it might you might not be putting this whole work this whole funnel together also. Right? As mentioned, this might just be for you and exercise and going in, setting up your trackers on the various sites using Google Tag Manager if that’s new to you. Is anybody using Google Tag Manager right now on their site?

No. So these are the kinds of things that you need to be doing. This is basic this is digital business stuff. Okay?

So we wanna make sure that we’re treating our business as the digital business out of this. Even though we do services, many people here also sell courses, ebooks, and other things like that. So you have an online business. If you’re not using Google Tag Manager, that means you are not tracking people coming to your site.

If you’re installing tags right on your site like in WordPress or in your header or footer, that’s gonna slow things down. So the best practice is to use Google Tag Manager, and that’s what you will do. Now this isn’t a lesson on using Google Tag Manager. We can talk about it in the question part if you would like to, but it’s a really simple ChatGPT solution.

Hey. My coach told me to use Google Tag Manager. I don’t know how to do that. Tell me, and then it will walk you through all of those things.

It’ll do so also to help you set up tracking for LinkedIn to know who your traffic is, for YouTube and, of course, for Meta. Okay? So this lesson is about here’s what you should be doing, then you hire a chat g p t for how to do it. Okay?

Okay. So the the part on the left here is all about social proof. This is likely going to go on Meta, so Facebook, Instagram.

Then on the right, this is an interesting one that’s a little bit tricky, and we use this approach for LinkedIn for ourselves.

I’m not yet a hundred percent convinced by it because LinkedIn is such a pain in the ass when it comes to ads.

But I I wanna share it with you because it’s potentially interesting, especially when you’re trying to have your brand seen everywhere, but you want to avoid costly clicks. So most people here don’t wanna spend fifty thousand dollars a month on ads. I mean, honestly, you really couldn’t either. Like, that’s not how ads work.

Can’t just throw all the money you have at them. There’s more to it than that. So it’s not even that. You don’t have to spend fifty thousand as well.

You can spend twenty dollars a month on this part, and so that can be money well spent. If you’ve, of course, ever been to a random website and then been retargeted, it tends to feel like, they’re a big brand. So you go to any coach you may have come across or training person of any kind you were thinking of taking their course, and then you see their picture all over the place. We know it’s a retargeting ad, but it still gives a sense of, woah.

That person’s really everywhere. Am I just starting to see them now? And that’s all we’re talking about with these LinkedIn text ads. Okay?

So this is LinkedIn retargeting. You’ll set a goal for traffic that has been to your site in the in the last hundred and eighty days.

We can talk about all of those things too, and this is really for brand recognition. You are not trying to get people to click it. You’re not doing anything that makes it clickable. Hold on.

Yeah. Probably.

I just saw Katie’s note about retargeting ads, for copy hackers.

So, yeah, the objective here is make sure they see you. And this is all we’re really going oh, sorry. That’s what this is all about.

These, this is what we’re talk talking about there. So it’s a little ad.

It’s not click. You can click it, but the purpose is not to do that. The purpose is just to help people to see your brand again. So copy hackers for teams.

Copy hackers loves teams. It’s not click here to get a free tutorial. It’s not save ten percent. It’s nothing like that.

It’s purely stuff that’s running in the background, and the more I see it all over the place, the better. Now you can also do this on meta with meta retargeting.

But you want to again, the whole point is to make sure that it’s just for retargeting, generally, and that nobody will click it because you don’t wanna you don’t spend any money on impressions. You spend money on clicks. So we just want to drive impressions to increase the likelihood that people understand that you are a big deal brand. Okay.

So, again, today, you do not need a retargeting funnel, but you do need all of the spaces that you will want to advertise on at some point and also that your clients are likely advertising on that you need to know as a copywriter, like it or not. As you raise your rates, you have to know more about all of the things. You don’t have to be an expert. Not at all.

You don’t have to talk about it like you’re an expert, but you have to know what people are talking about when you’re in the same room as them. So if they’re talking about I was do we have that tag set up on GTM? You you have to know what that is. Right?

So that’s what we’re talking about today.

Great. So you’ll set up goals. That’s another thing as well. Here’s how this will work. And the LinkedIn one is most interesting to me right now because we all know about retargeting ads otherwise. And if you don’t, let me know and we can talk about it.

Meta ads are perfectly fine, but there’s a lot to them. LinkedIn has anybody done LinkedIn advertising here?

LinkedIn advertising is horrible in many ways, except that it’s really, basic. So it when you sign into LinkedIn business manager or campaign manager or whatever, it looks like meta’s used to look a decade ago.

It’s really slow and sluggish and old, and it doesn’t offer a lot of options. Whereas, when you go to YouTube or sorry, not YouTube. When you go to Meta and put an ad campaign together, you have to have things that are populating in different image sizes, different videos for different spaces. You have to choose different goals.

This is really not the case with LinkedIn. You choose text as your ad, and then they, like, take you to a space where you put up a little image and you write three words, and it’s really, really basic. So it’s really easy for you to get started getting your, like, business out there, figuring out how to do ads for your business. And because we’re not trying to get people to click, it’s really just a good exercise in setting stuff up.

Okay. So you’re gonna need a partner ID. You’ll see that when you go into LinkedIn campaign manager.

You’ll need Google tag manager. Again, that’s for your website. You’ll go to LinkedIn campaign manager where you will find your partner ID, and then you’re gonna publish that partner ID in Google Tag Manager. This is the technical side of it, obviously.

Then this is a really simple way of looking at what will feel like an hour’s worth of work to start tracking this. But, again, once you’re tracking it, when the time comes for you to be like, who’s coming to my site, and what are they doing, where did they come from, this will go a long, long way. So you’ll install this Chrome extension. I don’t know why LinkedIn doesn’t have this itself, why you can’t just, like, click a button to make sure that the tag is firing, but you can’t.

So you’ll install this Chrome extension, then you’ll go to your website. You’ll click that extension in your Chrome browser. I might even have it up here.

Now insight tag manager. Tag this one to check, whatever. And then you it’ll visit then you’ll visit your website, and then you’ll just make sure that your partner ID is tracking. That’s really it. If you already have an account if you’re already with LinkedIn for using their campaign manager, then you can skip right ahead to GTM. If you’re already doing that, then all you really need to do is go to campaign manager, pop it into your Google tag manager, publish that tag, then check it on your on your website.

That’s it. And then from there, you can start experimenting with these sorts of text, not click. You they can click, but that is not the point as mentioned. Okay?

This is what the basic retargeting funnel in a day looks like. Now you’ve already done some of the writing. Right? The script, the video, that’s selling them on watching the workshop and the video selling them on booking an appointment, which is for this funnel, which, again, maybe you’ll set up, maybe you won’t. Just make sure the tracking’s in place. That’s all I ask.

And then you’ll write the ads, which you can work with ChatGPT on that. If you’re like, I don’t write ads, that’s okay.

You don’t have to. You are a copywriter, so you can prompt it to do the right thing, and just work with ChatGPT on that.

So that’s really that’s it. If you haven’t already, you set up a meta business page and an ad account. Now it might feel old. I know for me, I’m like, why can’t I just shut down my stupid Facebook page for copy hackers since I don’t go on there and I, like, cannot stand Facebook.

But you need it in order to run ads. So you set up your meta business page. Make sure you have, obviously, something on Instagram as well if you want to be, advertising on Instagram.

Install that meta tracking pixel in Google Tag Manager. I have here on your site as an option, but I really recommend against Google Tag Manager is, like, free.

And most of us are living in the Google world for the suite that we’re using, so just add GTM to the mix. There’ll be goals you’ll need to set up. Again, you can just tell chat g p t, hey. My coach said that I need to set up these traffic buckets with goals for these days.

What does she mean and how do I do that? And you’ll get a step by step process on doing that. Make sure you’re always collecting testimonials. If you have these, that’s good for that social proof retargeting ad.

Just go in there and put them together, and all of these steps as you know. Right? So recording videos, producing videos, completing ads in meta, and then publishing, and this is only if you do the meta ad funnel. Alright?

Now that’s going to sound like, Joe, what am I doing here? Your objective is to make sure that these different social platforms are tracking traffic to your site so that you can, if and when you want to, which could be right now, set up a retargeting funnel that may or may not get clicked. Alright.

That is all.

Any questions about that?

Abby first, and then I see oh, hold on. Abby put up her hand, then Katie, and then Caitlin.

K. Abby first? Yeah. So this is kind of one that all three funnels together. I’ve got them, but I don’t wanna do it myself. Like, do you can do you think I could hire, like, a kind of one of those, like, unicorn VAs for, like, a VIP week, give them the training, and have them do it for me?

Is that it? Is that the right person or would I need someone else? Because I just I I just don’t think I’m gonna do it realistically.

Yeah. If you don’t think that, then sure. But I I haven’t found someone who I can hand that off to without hiring them full time, walking them through training, making sure of. But I’m, I mean, I’m a little different in my business.

I’ve always liked being really hands on with things. So until I’m gonna hire someone full time for a thing or an agency or, like, a dedicated freelancer to do the job, I’m more likely to just do it. Now, also, because your clients have funnels, it’s a skill set that you may wanna bring in house, though. So I wouldn’t who’s this unicorn VA?

I don’t know. Oh, I don’t know. I was just had one.

I was just thinking, hypothetically, like, who would be the good person to hire. I mean, I have a full time techy person who’s gonna be coming in, so maybe I should just wait two weeks and have them do it. I just this is the kind of stuff that, like, I could do it, but it would, like, drain my energy for days.

Like, I just I just hate it.

Yeah.

My honest answer is that’s the job. We do things we hate all the time. And it’s going to get your skill level up to a place where you now know how to do this.

That’s gonna be better for you to train somebody on it too. So it’s like hiring somebody to speak to translate all of your stuff into French and you don’t speak French. Or you’re like, I’m hoping you’re doing it right. Is this right?

What you is this French? Is this even French? I don’t know. So that’s kind of the same thing.

Right? Like, just it’s better if you know the work that you’re hiring somebody to do. And that’s like Fine. I’ll do it myself.

It’s the shitty work that we get ultimately paid a lot for in the end. And I know it can feel like, well, is this thousand dollar an hour work?

Yeah. It actually is thousand dollar an hour work because there’s scripting of videos in there, and those can make or break the success of a funnel. I don’t know any technical person who can script a stellar video for these funnels.

Yeah. I do that part. I do that part. But, no, I’ll set it up. I’ll set it up, and I’ll learn. I’ll I’ll write it up.

I’d recommend you set it up. Thanks, Jo. And then train somebody how to do it.

Okay. Cool. Thanks, Abby. Katie.

Okay. For this specifically, I’m wondering, is there what if I have, like, really basic analytics knowledge is lacking, Where should I start in copy school if I want to just go into this with a bit more awareness?

What so when you think about doing this, what is the first thing that comes to mind is like, oh, no. I can’t because?

I have tried to set up Google Analytics probably once a year for the last eight years and then just gotten really overwhelmed. And I, like, I I put the code in, but that’s it.

Hey. That’s a really good start. And, again, GTM isn’t Google Analytics. It’s not GA. So yes.

So what it with Google Tag Manager, it’s not about going into Google Analytics to see who’s coming to your site. That’s GA will do that. It’s when the time comes for you to advertise on these other spaces, you will have to choose an audience. And the audience selection isn’t like it used to be.

You can’t just say, I want creative directors from Oklahoma.

Meta is like, go fuck yourself. That’s not how we do it anymore.

So you can’t, but you can say, here’s the traffic that’s come to my site. I want look alikes for this traffic, but it has to know that. And so if you start collecting that now, then you’ll have it when the time comes. So that’s all it’s about, and that’s about Meta having it, not about Google Analytics having it.

So separate the two. Okay? Okay. Cool.

I also struggle with Like, if I’ve but I’m, like, thinking back to having done ten x Facebook ads, that’s not really gonna help me here.

Sure. Yeah. It’ll help you.

It’s with the completion with the conversion goal type.

That Yep. Yep. Okay. I mean, a conversion goal is so what you’re setting up so you’ll have conversion goals for your ad itself.

You’ll have that you set up, and maybe I’ll do a separate training on this just to really quickly walk you through. Like, I’ll do, like, a loom. You’ll wanna set up, different goals that are not related to your ad inside these platforms. And that’s where you’re saying traffic in the last fourteen days, traffic in the last thirty days, traffic in the last hundred and eighty days, and that’s usually about as far as it goes.

That’s the that’s the different goal. So it’s not a conversion goal with your ad. It’s a bucket, basically, of people who’ve been to your site, and you’ll set it up for general traffic. You’ll set it up for key pages, like your appointment confirmation page or your workshop page.

When you have traffic for those that are being tracked in the advertiser’s spaces, then you can do better retargeting. Does that make sense? Then you can just do targeting. Yeah.

Yeah. Okay. Cool.

Thank you.

I’ll show you how to set up those goals and what I mean by them so that you can tell the difference between a meta goal and traffic on your site goals.

Okay. And then if I give a quick follow-up on the LinkedIn retargeting.

Yeah.

I have a client whose audience is pretty much exclusively on LinkedIn for their social media.

She’s launching an evergreen group program.

The like, would you say that’s a good fit just for a same thing about brand awareness, just giving that impression that she’s everywhere?

Yeah. Totally.

And I mean, it would be be driving to the program.

It would just be, like, about her. She’s great.

Totally. You’ll have to put a landing page in in LinkedIn. So you’ll put that as the landing page for those who do click. But when you’re writing it, and this is this is actually the hard part for me, is writing it to not get clicked. It’s hard to break that in your head like, woah.

But it’s not. It’ll be her picture. It’ll be a brand, and it’ll be, like, maybe her value proposition, and that’s it. And you’ll have to make sure you walk her through that because she’ll be like, no one’s clicking. And you’re like, well, that’s the point. You’re not spending any money on these impressions, but you’re getting impressions because we can see LinkedIn is serving it up.

Okay. Perfect. Thank you. Cool. Sure. Caitlin.

So pretty much what you were just talking about, what is my question? I I’m just to clarify. So because the LinkedIn retargeting ads are for brand recognition is making them not clickable, that’s almost like your hack or strategy to get more impressions, but keep that ad spend super low. That’s the whole okay.

Okay. Cool. That’s cool. Alright. Nice. Nice. Alright. Also, Liezl’s new photo is fire.

I know.

You look like a model. I love it.

Totally.

Thank you. It’s GPT.

Really?

Yeah. It’s the one you posted in the group, Jo.

The one that I also used it.

I hated it. It looks great, though.

Thanks. I mean, I hated, like, ninety percent of them, but I got, like, the thirty five pack.

So Yeah.

That’s fair.

Cool. Okay. Everybody should give it a shot then, and it’s actually fun, but I did hate all of them.

Outsource Your Untouched Goals to AI (So They Get Started and/or Finished)

Outsource Your Untouched Goals to AI (So They Get Started and/or Finished)

Transcript

Today is really about systems thinking and integrating AI into your workflow. I’m gonna share, like, the process that we use.

Let me share my screen, and I’ll go through. So I’m showing the, the process that I use today and hopefully you’ll get some ideas.

Can you see the screen? Yep. Okay.

So this is really how it’s it’s along the the the systems thinking framework. And and the problem with us that we faced as an agency is, you know, how do we I’m a visionary.

I’m I’m a leader. My role is to really create the systems and then either delegate or automate the systems. Right? Yeah. That that’s my role. So, we’re delivering all these services.

A lot of the services are productized. We have multiple things going on. So we really needed a system to, push stuff out quickly that was still data driven and still followed, best practices as far as conversion copywriting using proven frameworks and formulas, but also integrated, and leveraged AI, its automation aspect, but still maintained also that creativity. Right? So it was a it was a balance on how how we put this together. And this is a system that we came up with.

I’ll give working examples on how it works, the prompts that we use to to create it.

Jump in anytime if you have questions. And at the end, what I’ll do is I’ll show you outputs, that we’ve we’ve we’ve achieved, that how we’ve used it to create demographic data, how we use it for a real estate client to, to create an entire site map. That was a thirty thousand dollar project. So this does work, and we use it across the board. And I’ll walk into some examples at the end. So it starts with, step one is extract, psychographic data from survey responses.

Then step two is from that, we build a psychographic customer avatar. This covers not only demographic, but also, you know, your pain points, outcomes, all the juicy stuff.

Then we get into mapping messages to the stages of awareness. Are you familiar with the stages of awareness? Yep. Okay.

Good. Eugene Schwartz. Perfect. And then, of course, we get into the step four, and this is the fun part, where we write the assets using copywriting formulas.

Do you have a swipe file do that you use?

I use a lot of swipe files.

It’s okay. You’re gonna love this then. Now when you use your swipe file, I have a different take on swipe file. So, we’re you probably do the same is well, I have a swipe file. I have proven, ads that, you know, that that I wanna emulate, but then I’ll break them down into a formula. Do do you take that approach?

No. I don’t, unfortunately.

I’ll share that with you today. There’s a prompt. It’s next level swipe file because the secret with AI is is using it strategically, but also, AI loves formulas and frameworks. It thrives on it. Right? So your swipe file is really the ticket. It’s the it’s the I call it the golden ticket.

But it’s breaking down these winning formulas, into an actual formula, and then it feeding that to AI using the the voice of customer research that you have to produce copy in a nutshell. Right? We’re gonna go through that today, and I’ll show you how to do it.

So it really starts this is more of a detailed breakdown of the process, and I tried to give some examples. Can it can you see the screen at all or show me Yeah.

I can. You know? And this is really interesting because I just went through this process with with the Thomas Hubel group.

Nice. So they’re he’s I have a feeling he’s it’s kinda like the he I have a feeling it’s kinda the the process that they’re they’re teaching. It’s starting with a data set.

You’re extracting your Yeah. Your messaging. So if there’s similarities, like, that’s awesome. Like, I think Yeah.

And hopefully, if you if there’s something you know that No. I I actually did this using, they they uploaded all their surveys, for example, thousands of surveys Nice. Nope, into Google and, notebook l m Yep.

Goes through all that stuff like crazy.

And and so but it’s interesting to see how what questions you’re asking and what Well, that’s it’s and that’s where so I have a different I have a different approach on it, and I found that and I’ll explain it in a second.

I found, unless you’re using a tool like MonkeyLearn, which is which is trained on this specific task, I find that when you align your survey questions to your avatar, so there’s a one to one match, that, ChatTBT, your your regular LLMs, like, they’re they’re very good at categorizing it as long as you have that match. And I’ll explain that, in a second as well. Great. But it starts with, and I’m giving these are examples to sort of show how it works. It starts with the the survey.

An example on the survey is core problem, desired result, objections, simple questions. What core problem do you wanna solve? What’s the desired result? What are your top, objections?

And then, of course, we use this an AI prompt or a tool like MonkeyLearn. And then what we do is we it it analyzes the survey, and it says I struggle with time management. That’s six out of ten responses. Desired result, I wanna save ten plus hours.

That’s eight out of ten. Objections, too too expensive for my budget. This is gonna help you lay the foundation for your messaging, right, to really create your avatar. Now I call these your triple a avatars.

I think when you’re when you’re targeting your avatars, you need to focus on the not only the the the twenty percent that generate eighty percent of revenue, but go a layer deeper. Focus on that twenty percent, so the sixty four that generate the most revenue for your for your organization.

And by using this data, these these data points, you know, here’s the problem I struggle with, time management. Guess what the problem you’re gonna focus on, time management.

Desired results, I wanna say ten hours. Guess what you’re gonna here’s your outcome. Do you know Right. Retain control. So you’re you’re layering that. You’re using data to really to to create your avatar of your triple a. Then we move on to our message match.

The sorry. You’re mapping your messaging. For this, we turn to our friend Eugene Swartz.

There’s a great book if you have a chance to purchase it. It’s called Great Leads. Mhmm. Now this breaks down the stages of awareness very well, but more importantly, it actually assigns lead types that you should use for each stage of awareness.

So this is where we get into the, the messaging. So what we do is we take that data, and then we highlight, messaging for each stage of awareness. So in this case, it’s unaware. Sorry.

So here’s the response from the survey. I struggled with time management. The messaging, did you know poor poor time management cost the average professional eight, eight hours a week? Learn how to reclaim your time.

Here’s the problem aware. We validate their pain points. Here’s from the source. So everything is data driven, and now we’re layering the messaging for each stage of awareness.

Mhmm. Okay? Does that that make sense?

It does. And, actually, this is the part that most people miss. And this is the problem that is probably the hardest to do because, you know, and before AI, you’ve gotta sit there and think all that through. And it’s a guessing game. Right? In this way, you’re actually basing it on the data.

You’re basing it off the data and you’re aligning that. And a lot of people miss like, stages of awareness, like, I I live and breathe this. Like, this is all that matters.

It’s, you know, this this was discovered a long time ago.

That’s because that’s because it it’s now mapping it to the system that you’re trying to create.

Bingo.

You got it. And then the fourth part, this is the fun part, is once we have our messaging, okay, now we can get into step four, which is we’re gonna write our assets using proven copywriting formulas. And that’s the swipe file I was telling you. Yeah. So now when I say to create a swipe file, this is your swipe file. And I’ll show you what I mean by this in a second. Okay?

You under, do you understand how frequency works? Do you want me to go over auto tagging if you’re gonna use, either AI tools or or monkey monkey lane.

Real quick. Yeah.

Okay. So this is how auto tagging works is this is where how we’re gonna figure out our our messaging.

Mhmm. So step one, it’s gonna auto tag the response. What it does is it tallies the different phrases or keywords.

It clusters synonyms, so it matches, say, time management, too busy, they’re the same theme. And then what it does is it scores whether we use a prompt or a tool, it’ll score that and give it weight or or sediment. Right? And that’s that’s here’s an example of qualifying theme. So problem, time management, it was mentioned six out of ten times.

Desired results, we’ve talked about this eight out of ten. It it scores them, and it scores frequency. And that’s how we can use this, strategic fear of messaging. Right?

If it’s mentioned high priority, say fifty percent five out of ten times, moderate thirty percent, low priority thirty percent. So the higher the frequency, the greater the urgency, the more that you should use in your copy in a nutshell. AI thrives at this stuff. It loves this stuff.

I find that play around with different models, and we’ll actually do one today, and try different language models as well. The the best results, if you’re using a large dataset, it would there’s specific tools that you can use to achieve this, but that’s how it works in a nutshell. Whether you use the prompt I’m gonna share today or a different tool, that’s how it works. Do you have any questions on that?

No. I get it.

Okay.

And then, of course, this is why frequency matters. Right? So a problem. If six out of ten respondents mentioned time management as a struggle, guess what you’re gonna emphasize?

Time in. You see? Dired result. If eight out of ten wanna save ten hours, guess what you’re gonna emphasize.

Right? Reclaim. It’s as simple as that. Desired result, eight out eight out of ten wanna save ten hours, guess what your action is?

Reclaim ten hours. It’s as simple as that. Like, it’s we don’t need to complicate it.

Objections. If five out of ten express cost of concerns, guess what? You need to address that in your objections. Right?

So you’re using data. You’re using survey data. You’re really categorizing that that survey data. You’re ranking, scoring it, and then you’re using that to create your triple a ideal customer.

And then you’re using message match, we’re breaking that down by stages of awareness. So that’s the sequence, pure data driven a to z. That’s conversion copywriting in a nutshell.

It the it’s direct response in a nutshell as well. Then we’re just combining different different things. We’re con we’re combining sentiment. We’re getting into some some fun analysis.

Any questions?

Actually, kinda going back to the beginning almost is Yep. Where you know, are are you designing these servers? Are they are you getting them from the client?

Are you I’m gonna show you that.

Alright. Trick.

Yeah. Oh, yeah. We’re gonna get into fun.

Entirely because my brain is already jumping to my book, which is, like, oh, I could do survey interviews of people to really figure out what their problems are and then figure out, like, work backwards a little bit.

We’re gonna do that. They can do that. Exactly. And that’s and we’re gonna do a layered difference.

So in action, you’re gonna and I’m gonna show you the the secret with a swipe file, how to do it, and how to you’re gonna look at let me let me put it this way. You’re gonna look at swipe files differently. And you’re gonna look at swipe files as formulas because that’s that’s the way to look at it. They’re winning campaigns.

If it’s a winning ad, it’s a winning ad for a reason. And we’re gonna reverse engineer that, and we’re gonna figure out the frameworks and the formulas that it uses, and then we’re that’s gonna be our swipe file. And we’ll get to that in a second.

So to your interview, let’s start with the first part for the interview. Okay? So the interview questions, this is what I use, and this is the type of avatar I use for all my campaigns.

Highly successful. It works for me. You can move things around. Maybe there’s different questions. This is the part you can customize, but this is what works for me.

Okay? We have an ideal customer interview, whether you, interview the the customers on the phone. You can use AI, and you can gather, review money. You can get it from different sources.

But I align the avatar to the survey questions. Okay? And an avatar for me looks like this. Okay?

I focus on prospect, problem, promise, proof, proposition. Okay? So this is what I call a triple a customer avatar. I go through different lenses.

So I talk about prospect.

An ideal prospect for me is is and I I make sure it’s unique, responsive.

This is the triple a stuff. I link it to revenue. The these are the criteria. I get into demographics.

I only care about age, gender, location because I find I do a lot of, meta and paid. Those are the metrics that matter, and I can I can target the most with those? Then I get into describing the ideal prospect, who they’re not, which is I think it’s just as important. Right?

Agreed. Then we get into problem. Then I talk about the core I get the core problem, the desired result, and then problems with alternatives that they’ve tried. Okay?

Then we get into promise. Now for me, promise is your point of difference benefits.

This is the stuff that you need to beat the competition on. This is specialization.

Everyone’s gonna be different, but but you really have to hammer home on these. These aren’t the point of, the point of entry. So this is you say you have competitors, you know, they’re all great at one thing. You need to match them, but then you need to beat them on one or two things as well. That that’s you understand the difference between the point of entry, point of difference. Okay?

Yeah. Yeah. Absolutely.

Okay. Perfect. Proof, proof we get into, you know, claims without proof equals equals hype. So this is how you’re gonna, you know, these are testimonials, performance graphs, all all the good stuff.

Right? And then we get into proposition. So I break down another these are basically your offers. I break these down by the, the funnel.

So top of the funnel, quick educational resource. Middle of the funnel, deep educational resource. Bottom of the funnel, this is your one on one, your meetings, or your demos. Okay?

So this is how I when I create my avatars, this is what an avatar looks like for me. Now you’ll notice that the interview questions, they’re perfectly aligned to each section of the avatar.

Right.

That’s important.

So when I interview someone or or I send this out, without them realizing it, they’re they’re they’re creating a an AI loves this stuff. They’re already creating a pattern that AI can use. Okay? So Totally.

You you see the connection? Yep. Awesome. So the now the next part, the fun part that I was talking about here now this is this is the fun part on stage four is you have this avatar, you have all this juicy stuff.

Now you’re you get in, you’re creating your assets. This is the swipe file component, and we’re gonna do one live. So, Bob Lye, amazing direct response copywriter legend. Okay?

He has something called a swipe file. He puts all of his winning campaigns up. And here’s an example of most people when they put it in their swipe file, they just put this image.

That’s great. It’s awesome. But there’s actually a lot of hidden magic inside that, and I’ll show you what I mean.

That ad is this. If you break it down, it’s actually formulas. Here’s the headline he uses for the formula. Yeah. Here’s the the the copywriting formula he uses for the subhead.

Yep. And when you put it all together, guess what you have?

You got the formula.

Exactly. So that instead of this, you you put this here, but then you also supplement it with the actual formula. Because once you get it to this layer, guess what you can do? You can give it to AI.

Yeah. Exactly. You see the connection? Yep. Beautiful. So the so let’s let’s put this into action.

So we’re gonna, I create it because AI is, like, is finicky. It may go what it may may not. But, what we’ll do is we’ll create one right now, sir, using, an example as a auto detailer. So we’re launching a, auto detailer business in, in Ottawa.

Okay?

What we’re doing is, we interview clients that, that use the service. We have some, some survey results. So I’m gonna start with that, and I’m just gonna go to the prompt, the first one here. And we’re gonna do this together. Let’s go to process.

And we’ll do the first step of the process, which is there we go.

Is the anal we’re gonna analyze the data. Okay? So I’ve included the survey. I’m gonna do the prompt.

And, I haven’t used deep c deep research yet. I’m gonna I’m gonna try this and see see how well it works.

I don’t know if it it will I don’t know that that deep research really does more of the like, goes out and does research that like, outside research.

Yeah. It’s not, open ended test question.

I’ve never never tried to use it for something that you feed it deep research for.

Yeah. I haven’t, I haven’t. Yeah. Maybe you’re right. Let’s check.

I’ve tried it. I mean, like, where you generate, like, it’s like a competitor analysis would be a good one to use it for.

Or It has reviewed attachments in the past.

Yeah. Depends.

I don’t know.

We’re we’re trying it for the responses.

Yeah. Try different, like, try different models as well. There’s so many models out, but this is this will give you a good primer on so what it’s looking right now, it’s looking at all the survey data. So you’ll notice the survey.

So the survey here’s the questions. Right? It aligns to the questions we talked about. Yep.

Okay.

You’re out of How many people are in that?

Just twenty. This is a small dataset. Yeah. Great.

Let’s, do do do open this up.

K. So it’s it’s reviewing the data. It’s following the prompt.

And I’ll give it a couple of minutes because it does take a while. So I just wanna that’s why I did one before just in case if it takes too long because we’re limited for time.

And it but it should give a pretty good output.

Okay. There you go. So it gave a pretty good, output. It gave us it broke it down each question. Now this is the the the the the logic I was telling you earlier, but I find that it’s more accurate if you organize it by the different questions and you align the questions to the avatar.

So it went through this.

It started to to Oh, I get it.

Yeah.

I see what it did.

You got it. Yeah. So, so let’s go to the next step. The next step is we’re gonna go in and we’re gonna, boom, boom, boom.

We’re gonna go in and we’re gonna create our avatar. Now the avatar is exactly what I showed you. It’s literally just the just the prompt to go through. So it’s gonna look at, all that data, and it’s gonna create our ideal customer.

So pop that in.

This is where the gold is because this, you should take what? You could do you could spend a month doing this.

Bam. You got it. You got it.

And now it’s and it’s gonna be this is and we’re going beyond demographic, psychographic. We’re getting into, you know, offers, your UVP, all that good stuff. Right? Mhmm.

And then the final part. The the final part I’m gonna show you is a game changer.

I love the final part. It’s so fun.

And people, like, well, it’s not it’s it’s it’s literally conversion copywriting in a nutshell. It’s exactly what you’re taught. Right? So so it’s analyzing everything.

It’s gonna come up with the exact Like, literally, I have this whole thing of prompts that I’ve got, like, the different kinds of frameworks.

Like so you’ve got problem agitation solution. Right?

You’ve got all the different Exactly.

The conversion frameworks. You could literally feed it then all of this stuff into those different things and come up with hundreds of messaging.

You got it.

Hundreds of variations of of the same ad using So here we get into Formulas.

Your your avatar. So it breaks it down. It’s it’s looked at the data. It it covers all the points, who they’re not, problems with alternatives, your your promise, your proof, everything we talked about. Your proposition, it even gives you, different offers that you can do.

Then we get into the next stage, which is gonna be your here, which is the messaging hierarchy. So this is gonna take it, and it’s gonna break it down by different stages of awareness.

And then we’ll get to the final part as well.

Here you go.

Yeah. Then this part is also the hard part that people struggle with a lot.

Yeah. This is so the book is amazing because it gives so in this prompt, you’re feeding it. I’m giving it examples. So I’m actually unaware of different the different type of lead type.

So the beauty of this is it’ll align the lead type, and then it’ll lose use a formula, that’s recommended, and it gives the VOC. Right? So here’s the the unaware, the problem aware. You should be using the problem solution to lead, and then it points to the VOC that it’s used into that.

So stick of wasting Saturdays, shop queries. It’s spot on.

You can tweak it a bit more, but now we have our if we go to it, we’ve analyzed the survey data. We’ve created our avatar. We’ve we now have our messaging by stages of awareness. Now the fun part is gonna be our assets.

So now we create fun assets, and we can target by stages of awareness. Okay? So what I’m gonna do is we could be as simple as, let’s let’s write this. I’m gonna go step four.

Now that now that I’ve Primed AI, I’m gonna say write a let’s say, okay. We got a newspaper ad coming up.

Newspaper ad.

What so where did you put the offer lead in? Oh, there. I’m sorry. There. Yeah.

So the so you have so what I’m doing is I’m writing a newspaper ad for product awareness stage. Yeah. Okay? Using because now we’ve primed it. We know to to line it up. And then we go and then what we’re gonna do is we’re gonna go to our swipe file.

Right?

And And I’m sorry. Where did you put the offer in there? Like, at what part of the process?

As far oh, here. The up at the top here. This is part of the right there, your offers.

Got it. Okay. Yeah. So I was like, I somehow missed that part. Okay.

Okay. And then we go so now we go into using the offer leads. So we add now I’m gonna go to my swipe file, and I’m gonna take this proven formula that we have here. And I’m all I’m gonna do is I’m gonna copy and paste this Mhmm. Into it.

So now it’s using the data from the avatar, and it’s using a proven framework, and it’s gonna write a nice ad for the there you go.

Now we can go a step further. Okay? So I’m gonna say I’m gonna go into my swipe file. So now I have an ad that we can run.

It’s all based off data from a to z. Right? Mhmm. That’s a pretty good ad.

Now I’m gonna go to my swipe file. I’m gonna say, okay. Well, you know what? I want to because we’re we’re offering auto detailing, local SEO is important.

Right? Mhmm. So what I’m gonna do, we’ve Primed AI.

Yeah. I see what you did. You came up with the optimized page that you’d worked on, and then say, now take this and tailor it into that.

You got it. And once it loads, which it’s slow right now, then we’re getting into, some fun stuff. And we do so that’s the way I look at the oh, wait. This one didn’t k.

So now AI is primed. Guess what it’s gonna do? It’s gonna write the perfectly optimized local page for Mhmm. And this is gonna be guess what? It’s gonna be part of.

K. Adapt this layout. Yes. Yes. Audit, please write, write for my AAA client.

But Does that even have to be perfect?

Landing page, the ad, everything. Everything.

You got not detail. Because I’m feeding it, so I’m using formulas, formulas, formulas. And that’s the way I look at, like, my swipe file.

Right? So here you go.

Perfectly aligned to my one reader. Everything message match. Everything is aligned. And then not only that, it also follows a proven framework for local SEO.

Dude, that’s awesome.

Yeah.

Done all that in Five minutes.

Twenty minutes.

Whatever it is.

Yeah.

Whatever it is.

And what Well, yeah, I mean, it that obviously takes a while to set up this system. But Well, that’s the system is and that’s remember us saying the swipe file.

Right? So here’s another layout.

This is based off the StoryBrand framework. Right? So if I did, here would be, let’s say if I copied this and I put that in and I said, okay. This is a story brand story brand framework.

I think I can actually, oh, no. Let’s do this one. So it could be as simple as here’s a framework that I’ve broken down from story brand. It it’s based around, the hero’s journey.

Right? So it could be as simple as because I’ve broken it down. Right? And I have the wireframe attached.

It could be as simple as let’s go ahead and print this.

Let’s save it as, because you see the the whole wireframe here. Let’s save it on my desktop. Brand story brand wireframe.

Upload it.

It’d be as simple as this. Now I’m gonna have a a home page based off the story brand framework. Right? Where are we here?

And there’s so many examples here. Did I save it there?

Oh, here it is. There you go.

K.

Now we’re priming AI. Now it’s gonna write a home page based off that framework.

It’s interesting to see what It’s so And then you can test it.

This just sets up testing versions.

It sets up whatever you want it to be.

That’s it. And it’s not And the beauty of it is, like, we’ve launched, here we go.

Like and and the beauty of it is, like, we’re shipping this stuff all we’re not like, it’s minor tweaking. It’s at the door, and it’s making money, and it’s working. Mhmm. Right? And because it’s all based off data, it’s based off like like, come on. You you wouldn’t show this to the client? Of course, you would.

Right? Because it’s based off a frame. Now now we have a home page that tells a story. We can test it.

Let’s look at our swipe file. Let’s look at other stuff, fun stuff we can have. Here’s a story brand framework. Here’s an ad.

Right? I can analyze the ad. Break that down. Right? There’s so many things that that I can I can look at and change, and that’s really the importance of building out your swipe file?

Right? It’s getting into looking at different things.

You want an about us page? Okay. So let’s go in. There’s a I’ve there’s a let’s let’s jump in here. Let’s open this up.

Let’s look at, we got the local SEO blueprint. This is a good one. I wanna open it up. Let me show you what this one looks like. So here’s a whole campaign.

Right here.

K. So here’s a whole local SEO page website that’s been organized, laid out, broken, local SEO best practices.

This AI loves this stuff. Right? So literally all I need to do is guess what? I have all the data, and I can have a whole website done in a matter of minutes.

Right? Let’s open this up.

Blueprint.

So where are you getting these, you’re just finding these swipe files?

I have a swipe. I’ve been collecting swipe files for, like, for for years. My swipe file is massive. And it’s just but it but what I’m doing is the the key point on this, remember, is it’s not just a swipe file. These are blueprints.

Right?

I recognize that. So I’m going you know these are blueprints that work.

So yeah.

Well, where where I I would be like, okay. I know these swipe files.

I know this works, but is it working for every industry? Is it, like, is it working for this specific client? Or how do you know it’s that that that that you’re applying the right swipe, I guess.

So you’re you’re focused on so let’s take the back institute. Okay? These are like and I can I can put this in, and I’ll do the the framework? So this this is where you use the prompt to figure.

Oops. Let me sorry. Let me get in here. This is where you use the prompt to figure out the frameworks.

Okay? So here’s the you find winning formulas, and then you go back to oh, here it is. And here’s the local SEO, the the full page layout from, like, the your site map, everything based on proven frameworks. So you can go to your, let’s go to our prompts.

Let’s go to the swipe, swipe file breakdown. So I put a here’s the chat CPT. I use that prompt right here.

Oh, that’s right. You’re using that prompt to reverse engineer all these things.

Exactly. So what I’ve done here is all and I’ve given another example. Here’s another example. I put this sales page.

Okay? And what it does, it’s broken it down as giving me the actual formula that it’s used. You can apply this off different spaces. So I’ll paste this in. Here’s the ad.

Okay. So I’m not just putting that ad in there. This is adding to my swipe file, but it’s also broken down into different formulas.

Core problem or pain. And and the beauty of it is these winning ad campaigns, they are based off of proven frameworks and formulas, period. You just need to use AI to figure out what they are. Now here’s an example, and and I’ll give you another example. I can literally go to AI.

And because it’s primed on my one reader, it’s simple as this. AI is smart enough to fill in the blanks. Right? Sure.

Another thing that I do is to, while it’s thinking there you go.

Right? So let’s go to our swipe, and let’s look at, headline formulas.

Let me find, another one here. I thought I had it here. Do do do. You can apply anyways, you can apply it with headline formulas.

You can do anything with it. Right? So that’s the the core thing right now is to make sure that you’re you’re breaking down winning pieces for your swipe file, and then you’re using those formulas and frameworks to craft your marketing assets, which are all based off of what we went over, your your one reader and whatnot. Makes sense?

It does.

So that’s a streamlined process. Now in action, you know, the here’s an example of a real estate client that we went through. So in this case and the mindset here isn’t isn’t just about, you know, you’re creating your one reader, but once you have that, the the possibilities are endless. So here’s an example of we had information about the client, we went in and we found via their search console, the winning the the top keywords that are generating the most amount of traffic.

Then we went to SEMrush, and we figured out, okay, these are the keywords that’ll that are most relevant and drive the most amount of traffic. And from that, we used AI to put together a site map, which the with one goal, increase targeted organic traffic per month. And it gave us a a strategic out website site map based off of actual keyword data. Highly relevant.

Right? And from that, we use the SEO blueprint I just showed you.

Mhmm.

Okay? Then here’s the site map we gave to the client. K? This is what it looked like.

These are all the pages broken down. And guess what? Each page is just a framework and a formula. And then from that, here’s what we presented to the client.

This is the final polished. Thirty thousand.

Mhmm. K? All AI driven, the exact same process. It works a hundred percent. Okay?

Yeah. That that that’s a good ROI.

Oh, massive. But the the point is, though, don’t get like, I find that don’t get caught up on the, oh, AI did it. AI did it.

Like, I’m not gonna I’m not caught up in that. I kinda go I’m really about more about how do you become more efficient and get a better product.

I mean, it’s like, if it works, what’s you know, you can tweak copy a little bit anyway no matter what.

Who cares if it based my motto people agree or disagree. My motto is if the only thing that matters is results. And and I don’t care what produced it. If it’s making money, I don’t care.

Right? And I know this. We test this on Google Ads. There there’s there’s campaigns that are completely AI driven.

My previous training, I went through it. There’s one we’re launching a Vain Ablasion campaign. That is one hundred percent AI driven. It’s making a lot of money.

How do you argue with that? Right? It’s data driven. Right? Here’s an example of using, AI, same concept.

So the demographic data, what we wanted to learn was we wanted to know demographic data. We had our CRM. We exported the CRM. We used the process I just went through to discover, based off the eighty twenty rule, we wanted to know by age group the the amount the by age, the amount of revenue they generate for the organization, so we wanted to target that.

And then we also targeted by city. So now we know based off revenue which cities to target, which age to target, and then we’ve used the other data, the psychographic data, to target specific problems. So you can see how powerful that is?

It is. Yeah.

Pure data driven. And then we use this that’s why I only care when I when I talk about, demographic. I really care about gender, age, location. That that’s the money right there. Right? Nothing else. I don’t marriage, who cares?

To me, anyways, people may disagree, but that that’s what works for me. Okay?

So that’s the pros here.

Is because your target audience is generally, local businesses, local service based businesses, or is it, you know, you can I’m a I’m a lot I’m heavy in the b to c.

Like, it could be Yeah.

Maybe that’s that’s probably it. Like, I just find that especially when we’re getting into meta like, any type of targeting, especially paid, that that’s giving me the most bang for the buck. I’ve noticed that anything else is really it doesn’t matter. Like, a lot of the products are gender based or a lot of the problem, or or, even that age, like, we discovered it was, let me just say it wasn’t it was an age group we didn’t we didn’t think, you know, actually accounted for eighty percent of the revenue. It was it was mind blowing.

So we just by targeting that A lot of times, so so I’m looking at it.

And the reason the question is is because this, this global website, I don’t know that they necessarily have a breakdown, for example, of their age. And I’m wondering how much that has to do with, you know and they they’re looking at many other things, more like what’s driving them more internally, what’s driving their their their what issues are they having?

It could.

Are could.

Yeah. It could. Like, a lot of solutions are geared towards gender. Like, we there’s one service, and I can’t, like, say the name, but it’s like it it can go either gender, but it’s more it’s heavily shifted towards male. Right?

So it, it does matter in in that specific case Yeah. More so than, like, are they married, education for me.

You know, every it’s gonna be different every campaign. Right?

But for me, that’s what I I tend to focus on for targeting anyone.

I’m just I’m I’m wondering, though, if if it’s just something that that they’re ignoring a little bit and maybe they should pay more attention to.

Yes. So today, because you joined the only person, I’m gonna share my entire swipe file with you.

I love you.

Yes. Only you are gonna have access to it.

That’s so much fun.

Winning campaigns, from anyways, I’ll I’ll share the source with you. What I encourage you what I am gonna ask you to do though is I’m gonna share the prompt with you. Okay?

I’m gonna share the prompt with you. I want you to go through, and I’ll give you the assets, like the winning campaigns and stuff. Use the prompt to, to break them down, and then save that as your as your your swipe file because that’s gonna really help. I find, like, people, especially when they’re new in copyright you have experience, obviously. But a lot of people when they they start, they they they’ll add it to their swipe file, but they don’t understand the psychology behind it.

Well, and and it’s just taking time to do it. It’s you know what I mean? It’s I think a lot of people go, oh, this resonated. Like, I have tons of swipes, and I go, well, why did why did this I don’t stop and go, why did this really work?

Now use this prompt, and this is gonna this is gonna tell you the why. And then you’re saving the why and the formula to use, for future campaigns and assets. Right? And these are, like, cross, like, whether you’re b to c, b to b, it doesn’t matter. You’re this is analyzing the the formulas. Right?

Will it analyze also what doesn’t work?

I haven’t I haven’t tried it. I imagine you can build that.

Curious because that’s sometimes you know, if you’re looking to optimize something or you’re looking at, like, a lot of times, I’ll be looking at what people have done in the past, you know, and I’m I’m looking to fix what they broke. So I might add a prompt in there about also tell me what doesn’t work.

If share it with me because I I’m sure you’ll come up with some pretty cool stuff. Like, yeah. For sure. It’s and that’s the fun of it.

Right? It’s like it’s seeing those patterns and that’s it’s you know what? I think I’m gonna I think you’re the only one who’s gonna get access to this prompt, I think. No one else is gonna oh, we’ve already shared it.

Too bad. But you’re gonna get the swipe file.

I love it. I’m gonna play with this a lot. And this is, this is actually super useful for me with my current client that I’m working with on this Nice. Project.

So Nice.

So does that the and the goal today was really to because everything is gonna be the the basic process of incorporating AI into your workflow, whether your your your it’s deliverables for clients or even yourself, how it works together. You can adapt it like those examples I gave you. So you may not have a survey data set. You may have information about the client, and then you may have SEO keyword research, but you can still combine those two to create a site map with the goal of increasing organic traffic.

Different data sources.

It is. And I and a lot of times, I don’t. Like, for example, some of my clients many of my clients don’t have they’ve not sent surveys. That’s a whole whole part of why they’re hiring me, right, is to create that system that is actually gonna tell them, you know, who their audience is.

And I’ll give you a great example. The this this trauma attachment expert, they’d never sent surveys. They’d never sent they didn’t know who their audience was. They just collected they had a giant list of, like, five hundred thousand people.

I have no idea anything about them. Mhmm. So, I mean, that was part of my, you know, part of my goal was to learn who this was, create forms that that allowed us to know more about them, and and actually start sending out surveys, for courses, for annual service, etcetera. So we had a much, much better sense of who our audience was and what they were looking for.

But, man, this would have saved me a ton of time, you know, analyzing all of those things and trying to get insights and blah blah blah blah.

There is there’s I wanna share it with you, WordPress. Give me a sec. Let me see if I can pull it up. So you can I did do a present a presentation as well where I showed so we launched the veinable agent campaign, and we we had no customer data patient data?

Nothing. And we used AI, to hone in on the avatar using the framework I just showed you, and it was spot on. That that campaign is making a lot of money right now, and that was, the customer research, patient research, that was pure AI. No interviews whatsoever.

So it is possible. We used reputable because it was, there’s a lot of data based on vein ablation, we there’s a lot of sources we could pull it from. So we’ve we asked AI, and I did a the one of the training sessions on this to show you how to do it. So we told AI to only get, to to role play as an interview, but to answer the questions using, credible sources, like, medical, review mining, stuff like that.

And it was spot on. It worked really well. So have a look at that training session.

That’ll that may Yeah.

I think the other thing is, in and you could train it to also look at, say, for example, your competitors’ website, your competitors’ stuff.

If So I found so I have some feedback on that.

So Yeah.

How does that work?

So we had, something to consider. So we did try the and I’ll show the output on this quickly. So we did we are launching a WordPress. So I wanted to use negative sentiment to share my screen with you to I just wanted to see. So okay.

There we go. You see my screen?

Yes. Okay. So what we did was we asked AI to go around and define different, sources. We used Trustpilot and stuff.

So AI did this itself, and it gave us over a hundred. So it’s it’s, significant, like, the the data. And then from that, we started to craft our value prop, supporting messages and proof points. So we it is possible to do it without, and this is the prompt we use for it.

So it is possible to do that, as well. Now we found Yeah. To not use competitor sites because we found that we wanted to focus on negative sentiment.

We found that it’s all That’s exactly what I would do is look at the, I would look at, you know, Yelp better, you know, whatever, Tripilot, all those other sources that, you you know, that they’re connected to and and try to capture all of the sentiment down there.

This prompt with you as well. I think no one else is gonna get access to this.

This is awesome because, this is exactly the kind of stuff that, this is exactly the kind of stuff that that, in duct tape, they actually are a lot of people are doing, but they’re taking forever to do it.

And it’s so manual, and it’s like Took about a half hour, and it just this was a different and I’ll show you the AI tool that I use. The And the beauty of it is it, it links to the source.

So you can verify it, and it gives you the exact phrase. Guess what this is? Your sticky language. Yeah. Right? So I know now exactly what people like, we’re we’re launching WordPress support. I know exactly what people are pissed off about with the competitors.

So, like, guess what I’m gonna that’s my messaging. Right? Yeah. You’re always I know exactly what to do.

Yeah. Exactly.

A lot of times, looking for the negative stuff is actually gives you I only look for negative.

I love negative. See, it’s how you beat them. You target them. So I’ll share this with you as well. Have fun with this, and I’ll share the LLM that I used. I was pretty impressed with this actually.

The way it saved me so much time as well. So that’s, because you showed up, you’re getting a lot of, you’re getting a lot of value.

Well, this is it’s directly applicable to what I kinda do you know, what I already do.

Yeah.

And and but it’s it’s, I’ll let you know, obviously, looking for things that the the more time I could spend on my book and my framework, the less time I can spend on, like, client stuff.

And so that, you know, that Of course.

Anything that makes me more efficient that way, it makes me get stuff get the money in so that I can Yeah.

We we have an agency, and we have multiple like, I’ve I’ve multiple businesses going on, so much stuff going on, from web development to marketing, retainer clients. And, honestly, I’m involved maybe twenty percent, like, if that and, my role is shifting to creating the systems and the processes, delegating, and coaching. And this this system that I just showed you, those example clients, that was Jeremy. Like, he he did that himself.

Right? But it’s creating the system for him to follow, and then I can delegate anything. And that allow that frees up my time to create the system I just showed you. Right?

And that’s where we’re visionaries. That’s where that’s where our value is.

Right? Versus the doing.

That that’s why I’m so frustrated with my you know? Because right now, that’s that’s what I’m I I I don’t get to play the visionary because that’s the fun stuff for me.

And Systemize it.

Figure it as look at everything. So we what we did, we see it so I’ll give you it for the retainer clients. We have these high retainer clients. We looked at all retainer clients.

We wanna know the twenty percent that generated eighty percent of revenue, focused on them, fired the other ones, Then we analyzed the products and services that we deliver consistently, and then we we created systems for each one, and then we productized them. And then we leveraged AI using what I just showed you. So we offer GMB, Google Ads, Facebook Ads. Guess what?

They’re all frameworks and systems and formulas. And now when we start a campaign, we get a for, say, Facebook Ads, we get specific information from the client, feed it in. We use that for messaging, and it it works really well. Right?

We link it with ROI. That’s that’s the the next the final step is your split testing, your AB testing, your controls.

That that’s a different that’s a different topic, but it’s all systemized using the exact process I just showed. Right? It’s powerful. It works.

It it does. It’s it’s super interesting.

Yeah. But but that’s what I suggest in your like, if you did get away from the grind and, like, the the delivery is to really figure that out and then create a system, which, yeah, I you’d enjoy anyways is create a system to deliver that service. Right?

So you can step away. That that’s your ultimate goal is to is get other people to do it. You shouldn’t be doing the work.

It’s the ultimate goal is to get it through a client as fast as possible and and Yes. Not be stuck with, with I’d rather coach them and and teach them and tell them once they have all this how to use it than I would to to actually be doing all this crap.

And get away from and the the one of the biggest things I learned too is to get away from so I showed, a landing page, and it and literally, if I run it through AI, it says, did AI write this? And it’s a big red yes.

And it’s like, would you send this to a client? And I would never send that to a client. Well, here’s the thing. This landing page has generated millions of dollars. So does it matter?

Why would you?

Why wouldn’t you? But client we have to train clients on that. Like, as long as you’re following a process and it’s data driven and you’re understanding, you know, you’re you’re you’re getting the data, you’re feeding the data, you’re you’re you’re Yeah. Message matching, all that good stuff, doesn’t matter. It doesn’t matter.

How transparent are you with the the clients?

Oh, I I focus on results. People hire me for results. Right? But I’m picky now. Like, it’s it’s results. That’s all I care about. I’m already a little bit.

Alright. What about have you ever had clients where they’re, like, you can’t use AI?

I mean, there are actually companies I don’t work with I would work with them.

They’re they’re not they’re not a good fit for me. I’m I’m direct response, like, pure. I I base so I measure success based off ROI, not return on ad spend. I don’t believe in that return on ad spend.

You need eight to one just to be profitable. I focus on true ROI, taking into account gross margin. So anyone I work with, we look at their products and service, and we figure out how much does it cost you to create that product, and then we we factor that percentage in. And then that is our success metric for every single campaign.

And then we link all campaigns to revenue. So we know the original channel, we tie lifetime value revenue to the original channel, and we use first click, period. We know exactly what makes money to the dollar. Right.

And and once we get to that, clients don’t care.

Right? And to be honest, in order to get to that, it’s not it doesn’t happen overnight. You make a lot of mistakes. But truthfully, you could put one hundred percent creativity and not use AI and put out this campaign, it’s gonna be shit. It’s gonna flop.

Right?

Yeah. It could look beautiful, but it’s lipstick out.

Exactly. You don’t you don’t know. So isn’t that the point of conversion copywriting and direct response is to have a control and beat the control? You’re supposed to put when you write a headline, it’s not one headline.

You you’re supposed to write ten headlines, and you test them. And you base those headlines off of stage of awareness and your voice of like, that it’s built in. Mistakes are built into the process. And AI just allows you to get to that make those mistakes a lot quicker.

Right? That’s my that’s my mindset on it. And once you teach people that and they understand that, and then once you teach them the only thing that matters is results, whatever that is, for the one client, it’s organic traffic. If we can help them achieve targeted organic traffic, does it really matter how?

That’s the strategy. That’s the secret. That that’s leveraging AI strategically and teaching people. I got into arguments with, the companies that, like, that all of this stuff now, is it written by by AI?

Is it this I argued with them. I’m like and it one of the things that they use is they look for formulas. If because AI is is for is uses loves formulas. Right?

So they actually use that to to gauge or it’s one of the factors to gauge if it’s AI written. That alone would conversion copywriting is based off proven frameworks and formulas. So it’s gonna it’s gonna say it was written by of course it is. Right?

So it’s it’s a it’s a paradox. Right? It’s a conflict. That’s the way I look at it anyway.

The original formula was written by, like, Cicero Bic.

Exactly. Like, I don’t and and that’s my that’s my so so, like, AI, if you use it strategically, it’s it’s the process. AI can can what’s conversion copywriting? It’s it’s getting into the mind of your customer.

Right? Yeah. It’s it’s it’s targeting your AAA, understanding the core problem and the result they wanna solve. You use AI to achieve that.

And then you’re just you’re you’re taking that voice of customer data. You’re overlaying voice of customer your your formulas, and you’re literally just using AI to connect them.

Do you know do you ever get into, analyzing the actual offer itself?

Because a lot of times, I mean, you’re gonna have the best copywriting. You’re gonna have the best formula.

But if the offer is shit Test it.

You gotta test it. Right?

That’s that’s you the other problem.

Yeah. You test it with the and you never know. Right? But that’s where you that’s why I like to have the three offers, the the, the the funnels.

Right? One offer, the quick win. This is your lead magnet. This is like the your next this is your deep research, the webinars, all that good stuff.

Right? Just testing it and see what sticks.

All that good stuff. Right? Just testing it and see what sticks. But the the point is you never know.

Right? It’s you need to get stuff out quickly. You need to learn quickly. As long as you have enough traffic, you can figure this out quickly, especially if you’re getting into paid stuff.

Right? But it’s common sense too, man. Like, if you’re looking at this, like, you you’re gonna know. Your intuition is gonna tell you, am I targeting the right am I solving the right problem?

Right? Like, this is there is another layer that we don’t have time for today. What that we also do is we we go into the unique mechanism.

And we’re getting into, like, level four markets, all that stuff where we focus on the what and the why and the how.

And that’s a separate questionnaire that we use for clients.

Depending on the client, we don’t use it for every client, but that’s getting pretty deep. And then we get into another layer of of for the adding to the avatar as well. But that’s a different training session. We can talk about that.

Very cool.

Any questions?

No. I’m good. I I wonder if the time did it well, you and I had the time. Right?

Yeah. Everyone missed it. Cody, you missed it.

You guys joining a lot? Ugh.

I missed it. The account just said eleven. It changed it to eleven PM or eleven AM Pacific.

Did it really?

Because I had My calendar says it starts at one PM.

I just now clicked it and yeah.

Oh, okay.

Oh, dude. I was here, like and so Shane was here, and I was, like, the only person here.

Yeah. Because it was at ten o’clock last night when I looked at it, and then I opened up my calendar today. It’s like, what the hell? Okay.

Time zone a?

Who knows? Well, well, you missed it. It’s a it’s a good one. We we walk through, the process on like, I can give a quick recap on how everything works, and then we’ll end end it with a series of questions. We’re basically starting with your your survey, aligning oh, it’s closed now, but, let me go here.

The whole thing’s recorded. Right?

So Yeah. The whole thing’s recorded recorded. But, basically, you you start with your survey, then we we analyze the survey responses, and then we get into, frequency sediment, and then we use that to create our avatar.

So here’s the avatar based off the data problems, and then we get into messaging.

Cody, you’re gonna like this. Watch it as this is especially relevant to you because of your advertorial, because the next stage is is aligning the messaging by stages of awareness in that book, the lead type that we we talked about.

This is great for you because these are the lead types for your advertorial. Right?

Right.

That’s aligned to the data. And then and then we get into the fun stuff, and you can watch the video on how we do this. But this is getting into you have all this data. You’re you’re creating a swipe file.

This is a fun part I’ll show you quickly. So let’s get into we could as simple as this. Right? So you wanna do a home page now based off of your, your avatar and get in here.

So you can just literally pop that in. And what it’s gonna do now, it’s gonna write a home page based off data, based off your avatar. So it’s a top to bottom approach. So using it like this, save this.

So any assets that you create will be aligned to your avatar and messaging top to bottom. Right? Which is cool. And then also getting into we talked about a swipe file.

Sorry for interrupting. But Yep. Is anybody else unable to see Shane’s screen, or is it just me?

I was gonna say, is there something Oh, wait.

I’m not showing my screen. No.

You’re not showing my screen. Oh. I went through it also. I’m like, oh, this is awesome.

I’m just saying this is like the calendar kind of phantom happening.

Yeah.

The calendar I gotta jump on.

That’s weird. I was gonna log in at noon two, and then I looked at my calendar, and I was like, good. Well, noon for me.

I looked at my calendar.

I was like, one, and I was like, okay. That’s weird. But okay. I guess.

Here. Let me go on. Let me talk.

Yeah. I’ve gotta jump off because I got go to another couple other calls. But, thank you, Shane. This was great. And Yeah.

I have, is this Yeah.

We’ll record I’m gonna share the stuff with you as well, and, I’ll follow-up with you in any and I’d be interested to see what you come up with too, your system.

Yeah. I can’t wait to, like, look through this. So awesome. Bye bye.

With it. Bye. So I’ll run down, on it right here, but that’s the you can see the screen now?

Yeah.

Okay. So, basically, in a nutshell, it starts with your, your survey. So your survey touches the the the secret is to align your survey questions with your avatar.

So you you step one, I give the prompt. It it looks at, breaks everything down for you as far as sediment frequency, stuff like that. Then it what it does is it it breaks it down by each question that you have in there from features to alternatives they’ve tried. Then what you do is the next step is to, take your prompt, which is my take is different for avatars. I focus on different lenses, and I talk about that all the way from point of difference, problem solution, demographics.

And then it spits up, an avatar based off the survey data that we’ve now categorized. So this is targeting your triple a client, the one client that is gonna generate eighty percent of your revenue. K? Or sixty four.

We go a layer deeper. Then we get into and this is relevant for you, Cody, is this is a stage of awareness. So we map the avatar, and this is our messaging, and we assign a lead type. And then we also pull the actual VOC research, and we align VOC research to your stage of awareness and then the lead type you should be using so that this is relevant to you because this is your advertorial.

Right? Mhmm. Yeah. Then the fun part is now you have all of this juicy data, including your one reader.

We we have fun with it. So now you can create all of your assets that are directly aligned to your messaging. And what I mean by that is, in here I talk about, when you’re creating your swipe file here’s an example of an ad, and I’ll share the prompt with you. Don’t just create this in your swipe file. Use the prompt that I’m showing you, and this is Bob Lye, legendary copywriter, direct response marketer. Use this prompt, and it’s going to take that ad, and it’s gonna break it down not only why it works, but it’s gonna give you the formula that he used to write that. Okay?

Yeah.

So your swipe file now is this.

And if I and I go into here, blah blah blah. And you can do this with anything by the way. I give different different examples.

So here’s a newsletter. Here’s a, do do do oops. Here’s a back pain. Here’s just a regular newspaper ad. Right? So this is a formula that it is. It gives me the formula to follow-up.

Now let’s say I’m into, I need, hey, we need to write an ad for, that’s coming up in the newspaper.

Then we’re just going here and, which one did I do? Yeah. This we’re just going here and we’re typing this. And because it’s broken down by stages of awareness, we can go, write and add or problem aware or solution aware, whatever it is, using that proven framework. And it’s gonna take all that data, and it’s gonna write it for you. And we did this through there you go.

So it’s everything is data driven. Your messaging is spot on, is targeted to one reader.

And then what we do is your swipe file is literally breaking down your swipe file by different, here we go. Different so here’s a swipe file for a local SEO page. Okay. So an example on this is, like, let’s say, now I know my one reader. We’re launching this. We want to launch a local SEO campaign. It’s as simple as pasting this in because that let’s see that local SEO page is a framework and formula that we’ve analyzed.

AI now knows what’s to work with, and it’s gonna give me that spit draft and wireframe.

So you can put together, like we went through a whole campaign in less than twenty, thirty minutes.

And then we talked about also so here you go. And the beauty of it is you’re using you’re using data, data, data, framework, framework, frameworks. Mhmm. It’s exactly what conversion copywriting is. But you’re using AI to streamline it. Okay? Mhmm.

Then we went into this stuff works.

We this is a little literal example of a client, that we used. This is, like, here’s the local SEO thing. From this, we the data created the site map. This is a thirty thousand dollar project.

Okay.

Completely outsourced to my team. The goal was to drive organic traffic. Our dataset was keyword data from SEMrush, Google Search Console. Then we used frameworks and formulas, the system I just taught.

Here’s an example of your demographic data. We wanted to know, okay, which, which age and city were generating the most revenue. So we pulled this from the CRM. We used that to generate it.

So that’s incorporating different the point is it’s creating your it’s not just about using surveys. You can also use other data points to create your your avatars, right, to come up with your ideal?

Yeah.

By pulling the data from the stack.

Yeah. That’s the mindset. And the but the biggest mindset, shift is your swipe file. Make sure that anything you do make sure your swipe file is not the is just the winning like, find winning ads, but then use this prompt to break it down so you really understand why it was a winning ad because this is gold.

Okay? Will that work for, like, the advertorial? Like, if I break down the advertorial, will this same prompt work for that, or do I need a different one?

Yes.

Okay.

Hundred percent. So take and and that’s a great example for you. So find winning advertorials in any space that are great. Find, like, conversion or really smart people have done this and use AI to break it down.

It’ll give you the exact formula.

Then And I’ll just put it in a Google Doc.

Exactly. You got it. So this and do that for all your assets. Because if you’re you’re using this system, you’re using this system here, it’s, when you get into the system and you’re now bookmark this or create a custom GPT, whatever you want to do, but literally just keep on feeding this.

Okay. You know what? We need to do a landing page. Great. Insert the formula. And it will remember it, and it’s always gonna be written off your one reader, which is based off of your messaging.

So it’s a top down approach. Right? And then you can get into the fun stuff where it’s not like it’s in I’ll give an example here where it’s, process We go to the bottom, and we type write a two hundred email for, product aware stage. Right?

And here’s the thing. So we’re targeting different ad types by so you get your message match, your stages awareness, all that good stuff. Right? And you can direct AI to do that.

And now that it knows all all that from the top to bottom, it’s gonna write a perfect ad. Right? Everything is aligned.

Okay.

And get it out quickly, test this stuff. The last cycle is the your testing, your control, your split testing.

But this is the process in a nutshell.

Okay? There you go.

Okay.

And it’s spot on. The the one thing you may, in your case, Koda, because I know you’re we’re dealing with data, is look at, the process.

Essentially, I I break down, how it works. Right? Like, how your the different types of, what do we got here? This is the no.

How how it reviews the sediment, how to how it categorizes. I talk about, the analysis, how tagging responses and stuff. I do talk about that. In your case, try AI first.

Try this prompt.

If not, there’s there’s different tools that you can use on it. One of them is monkey survey or monkey learn or something that is trained on to do this specifically.

But, essentially, all it does is it it reviews the data, and then it assigns scores.

So it looks for common themes like time management, too busy, and it’ll assign a score. So in this case, it’s as simple as problem, time management, six out of ten. Guess what you need to focus on for the problem? That’s it.

Right? So here’s here’s I talked about this here. So the problem is six out of ten respondents mention mention time management’s struggles. Guess what you’re gonna focus on?

Time management chaos.

Desired result was eight out of ten people wanted it to save ten plus hours. Guess what?

The result’s gonna be There you go.

It’s as simple as that. And then the avatar the the the missing piece, the most important part on this, especially if you’re using a custom tool, like SurveyMonkey, that’s trained on this sediment analysis. So you can just copy and paste, and it’s very good at putting it together. If you’re gonna use AI as it currently stands, the trick is to make sure that your survey, the questions that you ask are directly aligned to your avatar.

Okay. Yeah. Because it’s yeah.

It’s all You see you see the It’s like coding when you have to have things matching exactly.

You got it. And here’s this is the avatar. So this is, like, your prospect.

These are the criteria. These are your triple a, your demographics.

I I walked through how to get those. Your ideal prospect, who they’re not. Right? AI, you’re you’re gonna train it on that.

You’re focused on the problem, which we just went over. Right? So everything is drawn down to your point of difference. You know, hey, why should I choose you?

Proof, you know, claims that that proof is hype. There you go. It’s gonna give you this stuff. And then the offers, these are these are based off of the the funnel, top middle, to top, bottom middle, all that stuff.

Right? So you have your the different the different types, and it’s gonna give you that. But more importantly, it’s it’s aligned like I did to the interview questions. Okay?

So that that’s a big one if you’re gonna use AI, and you’ll find that it’s really good once you create those patterns at really helping you, figure out your messaging. Okay?

Yeah.

I I get, like, surveying the audience and then mapping, like, the specific questions of what they’re saying. What if your client gives you, like, abandoned cart surveys, though? And that’s not, like, you know, already organized for how we wanna input things. What would you do with that data?

There that’s a good and that’s where you may wanna look at SurveyMonkey. So SurveyMonkey is very good.

So we did that here. So the in the real estate example that I that I gave, we didn’t have a lot of information. We had information about the the client, and then we had their search console data plus keyword data, and we used that. So you have different datasets.

It’s not always gonna be a survey. Mhmm. But it’s to get you know, what do you use with the data to get the output that you want? So in this case, the output for us was the organic visits, so there’s certain data I needed to achieve that.

If you’re getting into in in your case that you’re talking about, then you wanna look at SurveyMonkey. It’s good at that.

I it’s I think it’s, like, one ninety nine. There’s cheaper versions right now. It’s a hundred bucks. But you can just literally paste everything in, and it’s gonna it’s gonna review it’s gonna, do the settlement analysis for you. Yeah. Yeah.

Analyze everything?

Yeah. And and I and it’s gonna do it, like this is what this is how it works, basically. It’s gonna review the data. It’s gonna look for themes, and it’s gonna assign a score.

Okay? And then the output, it’ll assign a score that say, okay, six out of ten people say this is the problem. Guess what? Okay.

SurveyMonkey will do all this is what you’re saying.

Yeah. Exactly. Exactly. I I use a if you don’t wanna use SurveyMonkey and you wanna go AI, it’s better to have the survey match your avatar.

Mhmm.

That’s that’s the the core takeaway on it for now anyways. Check different language models.

Yeah.

Here’s an example output, where we had there’s a prompt, and then we we used, we we had it extract negative sentiment from, like, Trustpilot for major competitors because we wanted to know how to beat them. Right? And then we extracted exact phrases and then the link to it. And this is gonna help us with our messaging hierarchy.

So there’s different ways that you can do this. Mhmm. But it’s it’s to use that creative thinking. Right?

The the out of the box thinking to get this kind of output that you need and then connecting the pieces. Right? This is pure data driven. Starts with the survey, messaging, all the way down, and then use the proven framework and formulas from your swipe file to create the assets quickly.

Okay.

Right? Because you can do a whole email sequence. You can do a whole in the thing in the the the training session, I mapped a whole website.

Here’s the here’s the local SEO theme right here, and that’s based off of, this right here. Because because my swipe file is not just examples, it’s broken down by frameworks and formulas that it needs to follow AI itself.

You said, AI can do all of this first if we put that in there to, like, tell us, you know Exactly.

And that and that’s the process that I’m that that I’m teaching you because then then it’s pure data driven. Right? It starts with you see it from top to bottom. And then the beauty of it is, like I said, create a custom GPT.

Once you get it, you’re you’re happy to the point, save this, and moving forward, hey. You need a Facebook ad? There you go. Type in a face it’s as simple as, like, let’s do let’s do this.

I’ll show you.

I do have a question about the difference between a custom GPT and just using a project. Because with projects, you can upload the files as well. Right? Like, you would if you’re training the GPT. Do you see any, I guess, any what’s the difference between just using a product a project with all the files versus creating a custom GPT with all the files?

Try try different custom GPTs will use I think they use four o. So, I don’t. Like, you you can if you wanna do that. If you wanna like, with with the one client, the real estate client, we do they did create a custom GPT because they they just kept on feeding it data, and we’re expanding into beyond the site.

In this case, I would just I would just keep this and save this. You could save this per client. You know, once you’re happy with it, you have the data, like, for you, whatever tool you use. But once you have this analysis, the AI this is this is the ticket.

This is the sweet spot. Yeah.

And in my Chat two BT, for the projects, I have one for each one of my clients where I put all their data and everything into that. You know, that way if I go and ask it something, it will be able to pull from that knowledge base. Just creating a little it’s like creating a little folder for each client.

Do you have the sediment analysis, though? Did you break this did you do this?

No. No. I haven’t done that yet. But what I’m just saying is, like, I could still I I could still create, like, projects instead of a custom GPT for each client, and then it just has all the knowledge for that specific client.

Right? Hundred percent. And you could link to it. You could create I would save this this thread, and then I would just link. You can integrate Google Docs directly to it now. There’s a new feature.

Oh, that’s cool.

Yeah. And so that’s what I would do. And then it’s just your everything is based off of one reader, and you can test this stuff really quickly. And don’t be scared of you’re gonna hear arguments, hey, different thoughts on this.

But if this doesn’t pass in an AI detector, who cares? Yeah. I I real this is this did not pass AI detector. This is thirty thousand dollar project.

Who cares? Right? Yeah. Focus on results. Data if if it’s making money, who cares? And and educate the clients on that.

Get them, you know On board with the fact that what you’re really hiring us for anyway is to make you money.

So who cares?

Bingo.

Yes. Right.

For now, at least You don’t have to share.

You don’t have to let them know that you did an entire campaign in less than an hour.

Yeah.

You don’t you don’t they don’t need to know that. Right. Because but at the same time, the you this this is direct response. This is conversion copywriting.

This is this is exactly what you’re supposed to do. Right? It’s using voice of customer proven frameworks and formulas. You’re you’re you’re doing messaging stages of awareness.

This is it in a nutshell. You’re just using AI to leverage the efficiency of it. Right?

Yeah. Okay. Is there a reason why you’re using o three?

No. Try different models. I find o three is better, at, analyzing the data.

Okay. Right.

Yeah.

Like know.

Though? Yeah.

O one preview is a good one as well.

The is a good one. It’s it’s just it’s I find it takes a long time. There’s different try different models too. Right? You don’t have to skip to ChatGPT.

Well, yeah, I use Claude too. Claude is really good for writing, I feel. And then I I don’t know. ChatGPT, it’s good for, like, ideas.

And then Claude, it just does better with writing. Like, the writing that it produces to me is more grounded or something. I don’t know. It’s better.

Can I ask you a question, though?

Yeah.

Okay. So if this if this right here so let’s let’s talk about writing. Okay? So if this if this right here is following this template, which is a proven local SEO template to rank, and it’s this is voice of customer directly from the survey targeted towards a one reader Then it doesn’t matter.

You need Claude? Doesn’t matter. It doesn’t and the the writing is, like, what is what is conversion copywriting? To me, personally, it just means that you’re just overlaying VOC to proven copywriting formulas.

That’s it. Like, there there’s nothing else to it. Right? Like, to to me, that disagree, that’s what it boils down to.

So with the cam Sorry. Pardon me?

I was just gonna ask you if you tried Claude to to do data analysis and if you’ve found that No.

I haven’t. It’s a it’s, it may it’s a does Claude, I thought I I hear, like, Claude is more creative, like you’re saying. Right? If you if you wanna argue creative.

I don’t know if it’s more creative necessarily, but I feel like when it writes the words that I want, it’s more it’s it’s less fluffy words. It’s less you know, it talks more how a person would talk versus how ChatGPT will write copy, in my opinion. But in Cloud, you can also do projects. You can upload the knowledge base. You can upload, all that stuff as well.

Try it. Let me yeah. I’m interested to see, like, how yeah. Yeah. Try this is you can use different different mod.

The the it’s the bottom line is, like, the process. Right? Don’t spend a lot of time on this stuff. Get it out quickly.

Test it. You, like, you can spend all the time in the world on perfect messaging and thinking that you nailed it, and it’s a crappy campaign, and it bombs.

Right. Right?

The the point of conversion copywriting direct response is to come up with the control and beat the control Exactly. Built into the process.

Right?

Yeah. You have to have a lot you have to have volume. Other because, I mean, otherwise yeah. It just takes forever.

So So You got it.

And I would put this this process works. I make money from this. This is this is not, like, fluff stuff. I did a, an invasion campaign that’s making a lot of money.

Like, this it works. It’s pure. It’s data driven. Hey. You could argue, well, AI wrote it.

Who cares? Like, you know, you and I talked about this. You base results off of revenue. Right?

It it’s profit. Did you make money from it?

And that’s all that matters. Right? So Right. Have fun with it. I think this is this is in line for your process as well.

And once you watch this, you’re you’re gonna have an moment where it’s really gonna fit in. An example is the book I shared. You it sounds like you read it already.

Yeah. I have that in my Kindle. Yeah. Absolutely.

So that build that into that’s what this process is. And your messaging hierarchy is gonna be around the stages of awareness, and then he gives really great examples of that. Right?

Yes. Yeah. In-depth.

You got it. That’s that’s, that’s all I did too.

Nice. Okay. Cool. So I know we’re, like, at an hour and a half though. But I was curious. Will you send us the Google Doc that you have here so we can look through it?

Oh, yeah. I’m gonna send everything. I’m gonna send the, the doc, the the the prompts.

I’ll send everything over for you. Yeah. Just give me two hours.

Red. I think that would be cool to study too just to make sure that what I’m putting in is increasing that.

Of course. Absolutely. And and give me feedback on it as well, like test different, and and just to reiterate as well, for in your case, if you don’t have because I know the client didn’t send everything in a perfect survey. You didn’t have all that data.

Right. Then use the tool. That is specific. And that’ll that’ll give you the same output as far as, like, sediment analysis, what to focus on for problems, outcomes, all that stuff.

Right? And then you just and then use that to create your avatar.

Okay.

Okay? And the avatar could be different. Like, my I focus on, like, pain point. Everyone should focus on pain points, but I focus on point of difference.

And then the other point is I’ll share it. We didn’t get into it, but if you wanna go a layer deeper, there’s a second survey that I have that focuses for the client where that talks about the unique mechanism, and that’s relevant for you because you’re in the direct to consumer space.

Yeah. I have to explain, I know, like, the unique mechanism and everything that I write. Otherwise, people are gonna be like, oh, I’ve already saw this.

Exactly. And I’ll I’ll share the survey for that. So you can apply that to here, and I’ll I’ll share that with you that you get that from the client.

And then you’ll overlay that with your your your avatar.

And then now you have two layers of messaging that you can use for assets moving forward.

Yeah. That’s awesome. Okay. Cool. Yep. Sounds good. Great.

Have fun with this. Any any questions that I can answer?

Well, I don’t know.

What’s the book that you recommended to Cody, Shane?

Oh, Yeah. It’s right here. It’s a amazing book, by the way. It’s, it’s great leads.

It’s, I think you get it from AWI. So it it breaks down, Eugene Schwartz’s stages of awareness amazingly. But more importantly, it it it associates lead type for each stage of awareness, which is a gangbuster. And that also gives you the formula to use, the the copywriting formula for each, lead type.

Mhmm. Oh, cool.

Okay. It’s really I didn’t quite understand stages of awareness until I really until I read this book, and I was like, got you. Yeah.

It does help. I think breakthrough advertising was pretty eye opening for me as well, though.

Oh, that’s a good one. Yeah. Yeah. Yeah. That’s a good one. I said there’s a course that, I got the book, actually.

Twenty seven.

The paperback?

Nice.

Yeah. No. I know. I got the I got the book, and I got the, there’s a a course as well that that you may it’s breakthrough advertising mastery. So it’s a Wow. Yeah.

It’s separate with That’s nice.

Yeah.

But Brian Kurtz is a legend there in study.

Brian Kurtz is the one with that course?

Oh, yeah. He’s he’s, like, he’s good to he’s good to study. Okay.

But yeah. So any any questions on this? It’s more like just emphasizing the the process, the mindset. You’re gonna have different datasets.

But to leverage AI to really to to leverage that automation, and like I said, the argument is creativity. Who cares? To me, if you’re using proven framework, formulas, and voice of customer Mhmm. Where’s the creativity?

And you’re using to me, it doesn’t make sense. But, anyways, people argue differently. That’s my take on it.

This does make money. It does work.

That Google Doc that you have that you were training us all on, is that pretty much everything that you need right there in order to do everything that Yep.

You showed us? Yeah.

Okay. Okay.

Cool. It’s the in the prompt you can play with the prompts. Like, try different language models and but the prompts are there. And then like I said, I walked through this.

I actually do it live in the, in the video as well. It just how the prompts work together, but, you know, have fun with it, customize it. But that’s that’s the process in a nutshell. Like I said, with you, it’s a stage of awareness that’s gonna you’re gonna get the most value for your messaging.

Right?

Yeah. Absolutely. Cool. So yeah. Alright. Yeah. I’ll watch the training. I’m sure. It’ll be great.

To watching the video.

Awesome. Any and any questions, don’t, don’t hesitate to, to ask. Okay?

Yep. Sounds good.

And remember the swipe file. Your swipe file is not just examples of winning. You’re gonna it’s to break down the why. Why was it a winning ad?

And and to figure out the formulas that the ad is using because that is the that’s the ticket for the last stage. Step four is to create your assets. Right? So Yeah.

I’ve I’ve actually broke down a lot of copy manually. You know? What are they doing here?

No. No.

You’re gonna use this prompt, and it’ll yeah.

I lot quicker.

Oh, and lot quicker.

Right? A lot.

Lot quicker. And it it was trained off of so how it broke that down, it was trained off the datasets from AWI, all the winning campaigns. So they went in and made notes on why they were winning campaigns. So the prompt was trained off that dataset to come up with this. So it works.

It’s it’s Yeah.

And, I think it’s important to, I think, say that, like, what you’re looking at an ad and you’re breaking that down, that’s just for an ad. Right? Like, that’s not not like, you need to have specifics. So advertorials, ads, sales page. You can’t just use yeah. Exactly. Okay.

And you’re gonna you’re because you have a really good system, and now you have some key metrics, which is your secret. You know you know how to prove results, right, and how one was a needle. And now layer in this, and you you’re that’s the ticket. Right?

You’re gonna it’s kinda And then you just what you have it set up where you have, like, an agent or something doing all this for you?

Like, you just or is that how you’re doing it? You just, like, put something once an action has been taken, like, you have the split draft, then AI does the stuff for you, or are you manually doing this?

AI does it. Like, I in the video, I I literally so in we start with the the survey. We go down the avatar all the way to the messaging, and then we we literally create a in the video, we create a website, a newspaper ad, all of this stuff. And at that point, it’s I delegated to the team. Right? So the the example I gave you for the the real estate site, I didn’t do that. My team did, but they they use the same system.

And then it’s just a matter of, for producing it quickly. Clients will say, I need this. I need an I need an email. Okay.

Here you go.

Here’s here’s a template. Pop it in. There you go. Done. How can you argue with that?

It’s based off of your one reader that is based off of data. Like, that’s Right. That’s that’s conversion copywriting. And you’re writing it off the stages of awareness.

You’re saying, I need an ad, which is I need a problem aware ad or solution aware, product aware. And because you’ve you your messaging hierarchy is by the stages of awareness, there you go. So you’re you’re getting into you know, you see you see the connection?

Curious now. Yeah. I do see the connection, but now I’m wondering because, you know, message matching is really important. So if you write an ad to an advertorial, you need to make sure that that the message matches.

And if you just tell AI, well, I didn’t need a problem awareness ad, then it won’t necessarily connect with the advertorial, I guess, unless you put the advertorial in there as well. Right?

And say I mean, you know, putting them both together.

Yeah. But but you’re not just putting in remember, you’re not you’re putting you’re not just saying write an ad and write the advertorial. You’re saying Right. Write the ad and you’re giving it the formula to use for and you’re letting AI know, okay, this is the stage of awareness.

Here, you’re letting you need message match. It’ll figure that out. Mhmm. Because you’ve already you’ve already finalized the messaging earlier based off the stages of awareness, which is based off your avatar, which is based off the survey.

So that’s how it connects it. And AI is very good at connecting those dots. Right?

Yeah.

As long as you prompt it correctly from the get go, and then it’ll pull that information.

And your outputs are not write this email. Your outputs are are formulas based from your swipe file of winning campaigns that you like.

Come on. Okay. Like, that’s a win like, who how can you argue with that? Yeah. It works. Right?

Right. Make sense? Yes.

Yeah. Test I’d be interested to see. Like, test it out. Let me know how it

Okay. And, and any questions, let me know. Okay?

Alright.

Have fun.

Worksheet

 

Worksheet

 

 

Transcript

Today is really about systems thinking and integrating AI into your workflow. I’m gonna share, like, the process that we use.

Let me share my screen, and I’ll go through. So I’m showing the, the process that I use today and hopefully you’ll get some ideas.

Can you see the screen? Yep. Okay.

So this is really how it’s it’s along the the the systems thinking framework. And and the problem with us that we faced as an agency is, you know, how do we I’m a visionary.

I’m I’m a leader. My role is to really create the systems and then either delegate or automate the systems. Right? Yeah. That that’s my role. So, we’re delivering all these services.

A lot of the services are productized. We have multiple things going on. So we really needed a system to, push stuff out quickly that was still data driven and still followed, best practices as far as conversion copywriting using proven frameworks and formulas, but also integrated, and leveraged AI, its automation aspect, but still maintained also that creativity. Right? So it was a it was a balance on how how we put this together. And this is a system that we came up with.

I’ll give working examples on how it works, the prompts that we use to to create it.

Jump in anytime if you have questions. And at the end, what I’ll do is I’ll show you outputs, that we’ve we’ve we’ve achieved, that how we’ve used it to create demographic data, how we use it for a real estate client to, to create an entire site map. That was a thirty thousand dollar project. So this does work, and we use it across the board. And I’ll walk into some examples at the end. So it starts with, step one is extract, psychographic data from survey responses.

Then step two is from that, we build a psychographic customer avatar. This covers not only demographic, but also, you know, your pain points, outcomes, all the juicy stuff.

Then we get into mapping messages to the stages of awareness. Are you familiar with the stages of awareness? Yep. Okay.

Good. Eugene Schwartz. Perfect. And then, of course, we get into the step four, and this is the fun part, where we write the assets using copywriting formulas.

Do you have a swipe file do that you use?

I use a lot of swipe files.

It’s okay. You’re gonna love this then. Now when you use your swipe file, I have a different take on swipe file. So, we’re you probably do the same is well, I have a swipe file. I have proven, ads that, you know, that that I wanna emulate, but then I’ll break them down into a formula. Do do you take that approach?

No. I don’t, unfortunately.

I’ll share that with you today. There’s a prompt. It’s next level swipe file because the secret with AI is is using it strategically, but also, AI loves formulas and frameworks. It thrives on it. Right? So your swipe file is really the ticket. It’s the it’s the I call it the golden ticket.

But it’s breaking down these winning formulas, into an actual formula, and then it feeding that to AI using the the voice of customer research that you have to produce copy in a nutshell. Right? We’re gonna go through that today, and I’ll show you how to do it.

So it really starts this is more of a detailed breakdown of the process, and I tried to give some examples. Can it can you see the screen at all or show me Yeah.

I can. You know? And this is really interesting because I just went through this process with with the Thomas Hubel group.

Nice. So they’re he’s I have a feeling he’s it’s kinda like the he I have a feeling it’s kinda the the process that they’re they’re teaching. It’s starting with a data set.

You’re extracting your Yeah. Your messaging. So if there’s similarities, like, that’s awesome. Like, I think Yeah.

And hopefully, if you if there’s something you know that No. I I actually did this using, they they uploaded all their surveys, for example, thousands of surveys Nice. Nope, into Google and, notebook l m Yep.

Goes through all that stuff like crazy.

And and so but it’s interesting to see how what questions you’re asking and what Well, that’s it’s and that’s where so I have a different I have a different approach on it, and I found that and I’ll explain it in a second.

I found, unless you’re using a tool like MonkeyLearn, which is which is trained on this specific task, I find that when you align your survey questions to your avatar, so there’s a one to one match, that, ChatTBT, your your regular LLMs, like, they’re they’re very good at categorizing it as long as you have that match. And I’ll explain that, in a second as well. Great. But it starts with, and I’m giving these are examples to sort of show how it works. It starts with the the survey.

An example on the survey is core problem, desired result, objections, simple questions. What core problem do you wanna solve? What’s the desired result? What are your top, objections?

And then, of course, we use this an AI prompt or a tool like MonkeyLearn. And then what we do is we it it analyzes the survey, and it says I struggle with time management. That’s six out of ten responses. Desired result, I wanna save ten plus hours.

That’s eight out of ten. Objections, too too expensive for my budget. This is gonna help you lay the foundation for your messaging, right, to really create your avatar. Now I call these your triple a avatars.

I think when you’re when you’re targeting your avatars, you need to focus on the not only the the the twenty percent that generate eighty percent of revenue, but go a layer deeper. Focus on that twenty percent, so the sixty four that generate the most revenue for your for your organization.

And by using this data, these these data points, you know, here’s the problem I struggle with, time management. Guess what the problem you’re gonna focus on, time management.

Desired results, I wanna say ten hours. Guess what you’re gonna here’s your outcome. Do you know Right. Retain control. So you’re you’re layering that. You’re using data to really to to create your avatar of your triple a. Then we move on to our message match.

The sorry. You’re mapping your messaging. For this, we turn to our friend Eugene Swartz.

There’s a great book if you have a chance to purchase it. It’s called Great Leads. Mhmm. Now this breaks down the stages of awareness very well, but more importantly, it actually assigns lead types that you should use for each stage of awareness.

So this is where we get into the, the messaging. So what we do is we take that data, and then we highlight, messaging for each stage of awareness. So in this case, it’s unaware. Sorry.

So here’s the response from the survey. I struggled with time management. The messaging, did you know poor poor time management cost the average professional eight, eight hours a week? Learn how to reclaim your time.

Here’s the problem aware. We validate their pain points. Here’s from the source. So everything is data driven, and now we’re layering the messaging for each stage of awareness.

Mhmm. Okay? Does that that make sense?

It does. And, actually, this is the part that most people miss. And this is the problem that is probably the hardest to do because, you know, and before AI, you’ve gotta sit there and think all that through. And it’s a guessing game. Right? In this way, you’re actually basing it on the data.

You’re basing it off the data and you’re aligning that. And a lot of people miss like, stages of awareness, like, I I live and breathe this. Like, this is all that matters.

It’s, you know, this this was discovered a long time ago.

That’s because that’s because it it’s now mapping it to the system that you’re trying to create.

Bingo.

You got it. And then the fourth part, this is the fun part, is once we have our messaging, okay, now we can get into step four, which is we’re gonna write our assets using proven copywriting formulas. And that’s the swipe file I was telling you. Yeah. So now when I say to create a swipe file, this is your swipe file. And I’ll show you what I mean by this in a second. Okay?

You under, do you understand how frequency works? Do you want me to go over auto tagging if you’re gonna use, either AI tools or or monkey monkey lane.

Real quick. Yeah.

Okay. So this is how auto tagging works is this is where how we’re gonna figure out our our messaging.

Mhmm. So step one, it’s gonna auto tag the response. What it does is it tallies the different phrases or keywords.

It clusters synonyms, so it matches, say, time management, too busy, they’re the same theme. And then what it does is it scores whether we use a prompt or a tool, it’ll score that and give it weight or or sediment. Right? And that’s that’s here’s an example of qualifying theme. So problem, time management, it was mentioned six out of ten times.

Desired results, we’ve talked about this eight out of ten. It it scores them, and it scores frequency. And that’s how we can use this, strategic fear of messaging. Right?

If it’s mentioned high priority, say fifty percent five out of ten times, moderate thirty percent, low priority thirty percent. So the higher the frequency, the greater the urgency, the more that you should use in your copy in a nutshell. AI thrives at this stuff. It loves this stuff.

I find that play around with different models, and we’ll actually do one today, and try different language models as well. The the best results, if you’re using a large dataset, it would there’s specific tools that you can use to achieve this, but that’s how it works in a nutshell. Whether you use the prompt I’m gonna share today or a different tool, that’s how it works. Do you have any questions on that?

No. I get it.

Okay.

And then, of course, this is why frequency matters. Right? So a problem. If six out of ten respondents mentioned time management as a struggle, guess what you’re gonna emphasize?

Time in. You see? Dired result. If eight out of ten wanna save ten hours, guess what you’re gonna emphasize.

Right? Reclaim. It’s as simple as that. Desired result, eight out eight out of ten wanna save ten hours, guess what your action is?

Reclaim ten hours. It’s as simple as that. Like, it’s we don’t need to complicate it.

Objections. If five out of ten express cost of concerns, guess what? You need to address that in your objections. Right?

So you’re using data. You’re using survey data. You’re really categorizing that that survey data. You’re ranking, scoring it, and then you’re using that to create your triple a ideal customer.

And then you’re using message match, we’re breaking that down by stages of awareness. So that’s the sequence, pure data driven a to z. That’s conversion copywriting in a nutshell.

It the it’s direct response in a nutshell as well. Then we’re just combining different different things. We’re con we’re combining sentiment. We’re getting into some some fun analysis.

Any questions?

Actually, kinda going back to the beginning almost is Yep. Where you know, are are you designing these servers? Are they are you getting them from the client?

Are you I’m gonna show you that.

Alright. Trick.

Yeah. Oh, yeah. We’re gonna get into fun.

Entirely because my brain is already jumping to my book, which is, like, oh, I could do survey interviews of people to really figure out what their problems are and then figure out, like, work backwards a little bit.

We’re gonna do that. They can do that. Exactly. And that’s and we’re gonna do a layered difference.

So in action, you’re gonna and I’m gonna show you the the secret with a swipe file, how to do it, and how to you’re gonna look at let me let me put it this way. You’re gonna look at swipe files differently. And you’re gonna look at swipe files as formulas because that’s that’s the way to look at it. They’re winning campaigns.

If it’s a winning ad, it’s a winning ad for a reason. And we’re gonna reverse engineer that, and we’re gonna figure out the frameworks and the formulas that it uses, and then we’re that’s gonna be our swipe file. And we’ll get to that in a second.

So to your interview, let’s start with the first part for the interview. Okay? So the interview questions, this is what I use, and this is the type of avatar I use for all my campaigns.

Highly successful. It works for me. You can move things around. Maybe there’s different questions. This is the part you can customize, but this is what works for me.

Okay? We have an ideal customer interview, whether you, interview the the customers on the phone. You can use AI, and you can gather, review money. You can get it from different sources.

But I align the avatar to the survey questions. Okay? And an avatar for me looks like this. Okay?

I focus on prospect, problem, promise, proof, proposition. Okay? So this is what I call a triple a customer avatar. I go through different lenses.

So I talk about prospect.

An ideal prospect for me is is and I I make sure it’s unique, responsive.

This is the triple a stuff. I link it to revenue. The these are the criteria. I get into demographics.

I only care about age, gender, location because I find I do a lot of, meta and paid. Those are the metrics that matter, and I can I can target the most with those? Then I get into describing the ideal prospect, who they’re not, which is I think it’s just as important. Right?

Agreed. Then we get into problem. Then I talk about the core I get the core problem, the desired result, and then problems with alternatives that they’ve tried. Okay?

Then we get into promise. Now for me, promise is your point of difference benefits.

This is the stuff that you need to beat the competition on. This is specialization.

Everyone’s gonna be different, but but you really have to hammer home on these. These aren’t the point of, the point of entry. So this is you say you have competitors, you know, they’re all great at one thing. You need to match them, but then you need to beat them on one or two things as well. That that’s you understand the difference between the point of entry, point of difference. Okay?

Yeah. Yeah. Absolutely.

Okay. Perfect. Proof, proof we get into, you know, claims without proof equals equals hype. So this is how you’re gonna, you know, these are testimonials, performance graphs, all all the good stuff.

Right? And then we get into proposition. So I break down another these are basically your offers. I break these down by the, the funnel.

So top of the funnel, quick educational resource. Middle of the funnel, deep educational resource. Bottom of the funnel, this is your one on one, your meetings, or your demos. Okay?

So this is how I when I create my avatars, this is what an avatar looks like for me. Now you’ll notice that the interview questions, they’re perfectly aligned to each section of the avatar.

Right.

That’s important.

So when I interview someone or or I send this out, without them realizing it, they’re they’re they’re creating a an AI loves this stuff. They’re already creating a pattern that AI can use. Okay? So Totally.

You you see the connection? Yep. Awesome. So the now the next part, the fun part that I was talking about here now this is this is the fun part on stage four is you have this avatar, you have all this juicy stuff.

Now you’re you get in, you’re creating your assets. This is the swipe file component, and we’re gonna do one live. So, Bob Lye, amazing direct response copywriter legend. Okay?

He has something called a swipe file. He puts all of his winning campaigns up. And here’s an example of most people when they put it in their swipe file, they just put this image.

That’s great. It’s awesome. But there’s actually a lot of hidden magic inside that, and I’ll show you what I mean.

That ad is this. If you break it down, it’s actually formulas. Here’s the headline he uses for the formula. Yeah. Here’s the the the copywriting formula he uses for the subhead.

Yep. And when you put it all together, guess what you have?

You got the formula.

Exactly. So that instead of this, you you put this here, but then you also supplement it with the actual formula. Because once you get it to this layer, guess what you can do? You can give it to AI.

Yeah. Exactly. You see the connection? Yep. Beautiful. So the so let’s let’s put this into action.

So we’re gonna, I create it because AI is, like, is finicky. It may go what it may may not. But, what we’ll do is we’ll create one right now, sir, using, an example as a auto detailer. So we’re launching a, auto detailer business in, in Ottawa.

Okay?

What we’re doing is, we interview clients that, that use the service. We have some, some survey results. So I’m gonna start with that, and I’m just gonna go to the prompt, the first one here. And we’re gonna do this together. Let’s go to process.

And we’ll do the first step of the process, which is there we go.

Is the anal we’re gonna analyze the data. Okay? So I’ve included the survey. I’m gonna do the prompt.

And, I haven’t used deep c deep research yet. I’m gonna I’m gonna try this and see see how well it works.

I don’t know if it it will I don’t know that that deep research really does more of the like, goes out and does research that like, outside research.

Yeah. It’s not, open ended test question.

I’ve never never tried to use it for something that you feed it deep research for.

Yeah. I haven’t, I haven’t. Yeah. Maybe you’re right. Let’s check.

I’ve tried it. I mean, like, where you generate, like, it’s like a competitor analysis would be a good one to use it for.

Or It has reviewed attachments in the past.

Yeah. Depends.

I don’t know.

We’re we’re trying it for the responses.

Yeah. Try different, like, try different models as well. There’s so many models out, but this is this will give you a good primer on so what it’s looking right now, it’s looking at all the survey data. So you’ll notice the survey.

So the survey here’s the questions. Right? It aligns to the questions we talked about. Yep.

Okay.

You’re out of How many people are in that?

Just twenty. This is a small dataset. Yeah. Great.

Let’s, do do do open this up.

K. So it’s it’s reviewing the data. It’s following the prompt.

And I’ll give it a couple of minutes because it does take a while. So I just wanna that’s why I did one before just in case if it takes too long because we’re limited for time.

And it but it should give a pretty good output.

Okay. There you go. So it gave a pretty good, output. It gave us it broke it down each question. Now this is the the the the the logic I was telling you earlier, but I find that it’s more accurate if you organize it by the different questions and you align the questions to the avatar.

So it went through this.

It started to to Oh, I get it.

Yeah.

I see what it did.

You got it. Yeah. So, so let’s go to the next step. The next step is we’re gonna go in and we’re gonna, boom, boom, boom.

We’re gonna go in and we’re gonna create our avatar. Now the avatar is exactly what I showed you. It’s literally just the just the prompt to go through. So it’s gonna look at, all that data, and it’s gonna create our ideal customer.

So pop that in.

This is where the gold is because this, you should take what? You could do you could spend a month doing this.

Bam. You got it. You got it.

And now it’s and it’s gonna be this is and we’re going beyond demographic, psychographic. We’re getting into, you know, offers, your UVP, all that good stuff. Right? Mhmm.

And then the final part. The the final part I’m gonna show you is a game changer.

I love the final part. It’s so fun.

And people, like, well, it’s not it’s it’s it’s literally conversion copywriting in a nutshell. It’s exactly what you’re taught. Right? So so it’s analyzing everything.

It’s gonna come up with the exact Like, literally, I have this whole thing of prompts that I’ve got, like, the different kinds of frameworks.

Like so you’ve got problem agitation solution. Right?

You’ve got all the different Exactly.

The conversion frameworks. You could literally feed it then all of this stuff into those different things and come up with hundreds of messaging.

You got it.

Hundreds of variations of of the same ad using So here we get into Formulas.

Your your avatar. So it breaks it down. It’s it’s looked at the data. It it covers all the points, who they’re not, problems with alternatives, your your promise, your proof, everything we talked about. Your proposition, it even gives you, different offers that you can do.

Then we get into the next stage, which is gonna be your here, which is the messaging hierarchy. So this is gonna take it, and it’s gonna break it down by different stages of awareness.

And then we’ll get to the final part as well.

Here you go.

Yeah. Then this part is also the hard part that people struggle with a lot.

Yeah. This is so the book is amazing because it gives so in this prompt, you’re feeding it. I’m giving it examples. So I’m actually unaware of different the different type of lead type.

So the beauty of this is it’ll align the lead type, and then it’ll lose use a formula, that’s recommended, and it gives the VOC. Right? So here’s the the unaware, the problem aware. You should be using the problem solution to lead, and then it points to the VOC that it’s used into that.

So stick of wasting Saturdays, shop queries. It’s spot on.

You can tweak it a bit more, but now we have our if we go to it, we’ve analyzed the survey data. We’ve created our avatar. We’ve we now have our messaging by stages of awareness. Now the fun part is gonna be our assets.

So now we create fun assets, and we can target by stages of awareness. Okay? So what I’m gonna do is we could be as simple as, let’s let’s write this. I’m gonna go step four.

Now that now that I’ve Primed AI, I’m gonna say write a let’s say, okay. We got a newspaper ad coming up.

Newspaper ad.

What so where did you put the offer lead in? Oh, there. I’m sorry. There. Yeah.

So the so you have so what I’m doing is I’m writing a newspaper ad for product awareness stage. Yeah. Okay? Using because now we’ve primed it. We know to to line it up. And then we go and then what we’re gonna do is we’re gonna go to our swipe file.

Right?

And And I’m sorry. Where did you put the offer in there? Like, at what part of the process?

As far oh, here. The up at the top here. This is part of the right there, your offers.

Got it. Okay. Yeah. So I was like, I somehow missed that part. Okay.

Okay. And then we go so now we go into using the offer leads. So we add now I’m gonna go to my swipe file, and I’m gonna take this proven formula that we have here. And I’m all I’m gonna do is I’m gonna copy and paste this Mhmm. Into it.

So now it’s using the data from the avatar, and it’s using a proven framework, and it’s gonna write a nice ad for the there you go.

Now we can go a step further. Okay? So I’m gonna say I’m gonna go into my swipe file. So now I have an ad that we can run.

It’s all based off data from a to z. Right? Mhmm. That’s a pretty good ad.

Now I’m gonna go to my swipe file. I’m gonna say, okay. Well, you know what? I want to because we’re we’re offering auto detailing, local SEO is important.

Right? Mhmm. So what I’m gonna do, we’ve Primed AI.

Yeah. I see what you did. You came up with the optimized page that you’d worked on, and then say, now take this and tailor it into that.

You got it. And once it loads, which it’s slow right now, then we’re getting into, some fun stuff. And we do so that’s the way I look at the oh, wait. This one didn’t k.

So now AI is primed. Guess what it’s gonna do? It’s gonna write the perfectly optimized local page for Mhmm. And this is gonna be guess what? It’s gonna be part of.

K. Adapt this layout. Yes. Yes. Audit, please write, write for my AAA client.

But Does that even have to be perfect?

Landing page, the ad, everything. Everything.

You got not detail. Because I’m feeding it, so I’m using formulas, formulas, formulas. And that’s the way I look at, like, my swipe file.

Right? So here you go.

Perfectly aligned to my one reader. Everything message match. Everything is aligned. And then not only that, it also follows a proven framework for local SEO.

Dude, that’s awesome.

Yeah.

Done all that in Five minutes.

Twenty minutes.

Whatever it is.

Yeah.

Whatever it is.

And what Well, yeah, I mean, it that obviously takes a while to set up this system. But Well, that’s the system is and that’s remember us saying the swipe file.

Right? So here’s another layout.

This is based off the StoryBrand framework. Right? So if I did, here would be, let’s say if I copied this and I put that in and I said, okay. This is a story brand story brand framework.

I think I can actually, oh, no. Let’s do this one. So it could be as simple as here’s a framework that I’ve broken down from story brand. It it’s based around, the hero’s journey.

Right? So it could be as simple as because I’ve broken it down. Right? And I have the wireframe attached.

It could be as simple as let’s go ahead and print this.

Let’s save it as, because you see the the whole wireframe here. Let’s save it on my desktop. Brand story brand wireframe.

Upload it.

It’d be as simple as this. Now I’m gonna have a a home page based off the story brand framework. Right? Where are we here?

And there’s so many examples here. Did I save it there?

Oh, here it is. There you go.

K.

Now we’re priming AI. Now it’s gonna write a home page based off that framework.

It’s interesting to see what It’s so And then you can test it.

This just sets up testing versions.

It sets up whatever you want it to be.

That’s it. And it’s not And the beauty of it is, like, we’ve launched, here we go.

Like and and the beauty of it is, like, we’re shipping this stuff all we’re not like, it’s minor tweaking. It’s at the door, and it’s making money, and it’s working. Mhmm. Right? And because it’s all based off data, it’s based off like like, come on. You you wouldn’t show this to the client? Of course, you would.

Right? Because it’s based off a frame. Now now we have a home page that tells a story. We can test it.

Let’s look at our swipe file. Let’s look at other stuff, fun stuff we can have. Here’s a story brand framework. Here’s an ad.

Right? I can analyze the ad. Break that down. Right? There’s so many things that that I can I can look at and change, and that’s really the importance of building out your swipe file?

Right? It’s getting into looking at different things.

You want an about us page? Okay. So let’s go in. There’s a I’ve there’s a let’s let’s jump in here. Let’s open this up.

Let’s look at, we got the local SEO blueprint. This is a good one. I wanna open it up. Let me show you what this one looks like. So here’s a whole campaign.

Right here.

K. So here’s a whole local SEO page website that’s been organized, laid out, broken, local SEO best practices.

This AI loves this stuff. Right? So literally all I need to do is guess what? I have all the data, and I can have a whole website done in a matter of minutes.

Right? Let’s open this up.

Blueprint.

So where are you getting these, you’re just finding these swipe files?

I have a swipe. I’ve been collecting swipe files for, like, for for years. My swipe file is massive. And it’s just but it but what I’m doing is the the key point on this, remember, is it’s not just a swipe file. These are blueprints.

Right?

I recognize that. So I’m going you know these are blueprints that work.

So yeah.

Well, where where I I would be like, okay. I know these swipe files.

I know this works, but is it working for every industry? Is it, like, is it working for this specific client? Or how do you know it’s that that that that you’re applying the right swipe, I guess.

So you’re you’re focused on so let’s take the back institute. Okay? These are like and I can I can put this in, and I’ll do the the framework? So this this is where you use the prompt to figure.

Oops. Let me sorry. Let me get in here. This is where you use the prompt to figure out the frameworks.

Okay? So here’s the you find winning formulas, and then you go back to oh, here it is. And here’s the local SEO, the the full page layout from, like, the your site map, everything based on proven frameworks. So you can go to your, let’s go to our prompts.

Let’s go to the swipe, swipe file breakdown. So I put a here’s the chat CPT. I use that prompt right here.

Oh, that’s right. You’re using that prompt to reverse engineer all these things.

Exactly. So what I’ve done here is all and I’ve given another example. Here’s another example. I put this sales page.

Okay? And what it does, it’s broken it down as giving me the actual formula that it’s used. You can apply this off different spaces. So I’ll paste this in. Here’s the ad.

Okay. So I’m not just putting that ad in there. This is adding to my swipe file, but it’s also broken down into different formulas.

Core problem or pain. And and the beauty of it is these winning ad campaigns, they are based off of proven frameworks and formulas, period. You just need to use AI to figure out what they are. Now here’s an example, and and I’ll give you another example. I can literally go to AI.

And because it’s primed on my one reader, it’s simple as this. AI is smart enough to fill in the blanks. Right? Sure.

Another thing that I do is to, while it’s thinking there you go.

Right? So let’s go to our swipe, and let’s look at, headline formulas.

Let me find, another one here. I thought I had it here. Do do do. You can apply anyways, you can apply it with headline formulas.

You can do anything with it. Right? So that’s the the core thing right now is to make sure that you’re you’re breaking down winning pieces for your swipe file, and then you’re using those formulas and frameworks to craft your marketing assets, which are all based off of what we went over, your your one reader and whatnot. Makes sense?

It does.

So that’s a streamlined process. Now in action, you know, the here’s an example of a real estate client that we went through. So in this case and the mindset here isn’t isn’t just about, you know, you’re creating your one reader, but once you have that, the the possibilities are endless. So here’s an example of we had information about the client, we went in and we found via their search console, the winning the the top keywords that are generating the most amount of traffic.

Then we went to SEMrush, and we figured out, okay, these are the keywords that’ll that are most relevant and drive the most amount of traffic. And from that, we used AI to put together a site map, which the with one goal, increase targeted organic traffic per month. And it gave us a a strategic out website site map based off of actual keyword data. Highly relevant.

Right? And from that, we use the SEO blueprint I just showed you.

Mhmm.

Okay? Then here’s the site map we gave to the client. K? This is what it looked like.

These are all the pages broken down. And guess what? Each page is just a framework and a formula. And then from that, here’s what we presented to the client.

This is the final polished. Thirty thousand.

Mhmm. K? All AI driven, the exact same process. It works a hundred percent. Okay?

Yeah. That that that’s a good ROI.

Oh, massive. But the the point is, though, don’t get like, I find that don’t get caught up on the, oh, AI did it. AI did it.

Like, I’m not gonna I’m not caught up in that. I kinda go I’m really about more about how do you become more efficient and get a better product.

I mean, it’s like, if it works, what’s you know, you can tweak copy a little bit anyway no matter what.

Who cares if it based my motto people agree or disagree. My motto is if the only thing that matters is results. And and I don’t care what produced it. If it’s making money, I don’t care.

Right? And I know this. We test this on Google Ads. There there’s there’s campaigns that are completely AI driven.

My previous training, I went through it. There’s one we’re launching a Vain Ablasion campaign. That is one hundred percent AI driven. It’s making a lot of money.

How do you argue with that? Right? It’s data driven. Right? Here’s an example of using, AI, same concept.

So the demographic data, what we wanted to learn was we wanted to know demographic data. We had our CRM. We exported the CRM. We used the process I just went through to discover, based off the eighty twenty rule, we wanted to know by age group the the amount the by age, the amount of revenue they generate for the organization, so we wanted to target that.

And then we also targeted by city. So now we know based off revenue which cities to target, which age to target, and then we’ve used the other data, the psychographic data, to target specific problems. So you can see how powerful that is?

It is. Yeah.

Pure data driven. And then we use this that’s why I only care when I when I talk about, demographic. I really care about gender, age, location. That that’s the money right there. Right? Nothing else. I don’t marriage, who cares?

To me, anyways, people may disagree, but that that’s what works for me. Okay?

So that’s the pros here.

Is because your target audience is generally, local businesses, local service based businesses, or is it, you know, you can I’m a I’m a lot I’m heavy in the b to c.

Like, it could be Yeah.

Maybe that’s that’s probably it. Like, I just find that especially when we’re getting into meta like, any type of targeting, especially paid, that that’s giving me the most bang for the buck. I’ve noticed that anything else is really it doesn’t matter. Like, a lot of the products are gender based or a lot of the problem, or or, even that age, like, we discovered it was, let me just say it wasn’t it was an age group we didn’t we didn’t think, you know, actually accounted for eighty percent of the revenue. It was it was mind blowing.

So we just by targeting that A lot of times, so so I’m looking at it.

And the reason the question is is because this, this global website, I don’t know that they necessarily have a breakdown, for example, of their age. And I’m wondering how much that has to do with, you know and they they’re looking at many other things, more like what’s driving them more internally, what’s driving their their their what issues are they having?

It could.

Are could.

Yeah. It could. Like, a lot of solutions are geared towards gender. Like, we there’s one service, and I can’t, like, say the name, but it’s like it it can go either gender, but it’s more it’s heavily shifted towards male. Right?

So it, it does matter in in that specific case Yeah. More so than, like, are they married, education for me.

You know, every it’s gonna be different every campaign. Right?

But for me, that’s what I I tend to focus on for targeting anyone.

I’m just I’m I’m wondering, though, if if it’s just something that that they’re ignoring a little bit and maybe they should pay more attention to.

Yes. So today, because you joined the only person, I’m gonna share my entire swipe file with you.

I love you.

Yes. Only you are gonna have access to it.

That’s so much fun.

Winning campaigns, from anyways, I’ll I’ll share the source with you. What I encourage you what I am gonna ask you to do though is I’m gonna share the prompt with you. Okay?

I’m gonna share the prompt with you. I want you to go through, and I’ll give you the assets, like the winning campaigns and stuff. Use the prompt to, to break them down, and then save that as your as your your swipe file because that’s gonna really help. I find, like, people, especially when they’re new in copyright you have experience, obviously. But a lot of people when they they start, they they they’ll add it to their swipe file, but they don’t understand the psychology behind it.

Well, and and it’s just taking time to do it. It’s you know what I mean? It’s I think a lot of people go, oh, this resonated. Like, I have tons of swipes, and I go, well, why did why did this I don’t stop and go, why did this really work?

Now use this prompt, and this is gonna this is gonna tell you the why. And then you’re saving the why and the formula to use, for future campaigns and assets. Right? And these are, like, cross, like, whether you’re b to c, b to b, it doesn’t matter. You’re this is analyzing the the formulas. Right?

Will it analyze also what doesn’t work?

I haven’t I haven’t tried it. I imagine you can build that.

Curious because that’s sometimes you know, if you’re looking to optimize something or you’re looking at, like, a lot of times, I’ll be looking at what people have done in the past, you know, and I’m I’m looking to fix what they broke. So I might add a prompt in there about also tell me what doesn’t work.

If share it with me because I I’m sure you’ll come up with some pretty cool stuff. Like, yeah. For sure. It’s and that’s the fun of it.

Right? It’s like it’s seeing those patterns and that’s it’s you know what? I think I’m gonna I think you’re the only one who’s gonna get access to this prompt, I think. No one else is gonna oh, we’ve already shared it.

Too bad. But you’re gonna get the swipe file.

I love it. I’m gonna play with this a lot. And this is, this is actually super useful for me with my current client that I’m working with on this Nice. Project.

So Nice.

So does that the and the goal today was really to because everything is gonna be the the basic process of incorporating AI into your workflow, whether your your your it’s deliverables for clients or even yourself, how it works together. You can adapt it like those examples I gave you. So you may not have a survey data set. You may have information about the client, and then you may have SEO keyword research, but you can still combine those two to create a site map with the goal of increasing organic traffic.

Different data sources.

It is. And I and a lot of times, I don’t. Like, for example, some of my clients many of my clients don’t have they’ve not sent surveys. That’s a whole whole part of why they’re hiring me, right, is to create that system that is actually gonna tell them, you know, who their audience is.

And I’ll give you a great example. The this this trauma attachment expert, they’d never sent surveys. They’d never sent they didn’t know who their audience was. They just collected they had a giant list of, like, five hundred thousand people.

I have no idea anything about them. Mhmm. So, I mean, that was part of my, you know, part of my goal was to learn who this was, create forms that that allowed us to know more about them, and and actually start sending out surveys, for courses, for annual service, etcetera. So we had a much, much better sense of who our audience was and what they were looking for.

But, man, this would have saved me a ton of time, you know, analyzing all of those things and trying to get insights and blah blah blah blah.

There is there’s I wanna share it with you, WordPress. Give me a sec. Let me see if I can pull it up. So you can I did do a present a presentation as well where I showed so we launched the veinable agent campaign, and we we had no customer data patient data?

Nothing. And we used AI, to hone in on the avatar using the framework I just showed you, and it was spot on. That that campaign is making a lot of money right now, and that was, the customer research, patient research, that was pure AI. No interviews whatsoever.

So it is possible. We used reputable because it was, there’s a lot of data based on vein ablation, we there’s a lot of sources we could pull it from. So we’ve we asked AI, and I did a the one of the training sessions on this to show you how to do it. So we told AI to only get, to to role play as an interview, but to answer the questions using, credible sources, like, medical, review mining, stuff like that.

And it was spot on. It worked really well. So have a look at that training session.

That’ll that may Yeah.

I think the other thing is, in and you could train it to also look at, say, for example, your competitors’ website, your competitors’ stuff.

If So I found so I have some feedback on that.

So Yeah.

How does that work?

So we had, something to consider. So we did try the and I’ll show the output on this quickly. So we did we are launching a WordPress. So I wanted to use negative sentiment to share my screen with you to I just wanted to see. So okay.

There we go. You see my screen?

Yes. Okay. So what we did was we asked AI to go around and define different, sources. We used Trustpilot and stuff.

So AI did this itself, and it gave us over a hundred. So it’s it’s, significant, like, the the data. And then from that, we started to craft our value prop, supporting messages and proof points. So we it is possible to do it without, and this is the prompt we use for it.

So it is possible to do that, as well. Now we found Yeah. To not use competitor sites because we found that we wanted to focus on negative sentiment.

We found that it’s all That’s exactly what I would do is look at the, I would look at, you know, Yelp better, you know, whatever, Tripilot, all those other sources that, you you know, that they’re connected to and and try to capture all of the sentiment down there.

This prompt with you as well. I think no one else is gonna get access to this.

This is awesome because, this is exactly the kind of stuff that, this is exactly the kind of stuff that that, in duct tape, they actually are a lot of people are doing, but they’re taking forever to do it.

And it’s so manual, and it’s like Took about a half hour, and it just this was a different and I’ll show you the AI tool that I use. The And the beauty of it is it, it links to the source.

So you can verify it, and it gives you the exact phrase. Guess what this is? Your sticky language. Yeah. Right? So I know now exactly what people like, we’re we’re launching WordPress support. I know exactly what people are pissed off about with the competitors.

So, like, guess what I’m gonna that’s my messaging. Right? Yeah. You’re always I know exactly what to do.

Yeah. Exactly.

A lot of times, looking for the negative stuff is actually gives you I only look for negative.

I love negative. See, it’s how you beat them. You target them. So I’ll share this with you as well. Have fun with this, and I’ll share the LLM that I used. I was pretty impressed with this actually.

The way it saved me so much time as well. So that’s, because you showed up, you’re getting a lot of, you’re getting a lot of value.

Well, this is it’s directly applicable to what I kinda do you know, what I already do.

Yeah.

And and but it’s it’s, I’ll let you know, obviously, looking for things that the the more time I could spend on my book and my framework, the less time I can spend on, like, client stuff.

And so that, you know, that Of course.

Anything that makes me more efficient that way, it makes me get stuff get the money in so that I can Yeah.

We we have an agency, and we have multiple like, I’ve I’ve multiple businesses going on, so much stuff going on, from web development to marketing, retainer clients. And, honestly, I’m involved maybe twenty percent, like, if that and, my role is shifting to creating the systems and the processes, delegating, and coaching. And this this system that I just showed you, those example clients, that was Jeremy. Like, he he did that himself.

Right? But it’s creating the system for him to follow, and then I can delegate anything. And that allow that frees up my time to create the system I just showed you. Right?

And that’s where we’re visionaries. That’s where that’s where our value is.

Right? Versus the doing.

That that’s why I’m so frustrated with my you know? Because right now, that’s that’s what I’m I I I don’t get to play the visionary because that’s the fun stuff for me.

And Systemize it.

Figure it as look at everything. So we what we did, we see it so I’ll give you it for the retainer clients. We have these high retainer clients. We looked at all retainer clients.

We wanna know the twenty percent that generated eighty percent of revenue, focused on them, fired the other ones, Then we analyzed the products and services that we deliver consistently, and then we we created systems for each one, and then we productized them. And then we leveraged AI using what I just showed you. So we offer GMB, Google Ads, Facebook Ads. Guess what?

They’re all frameworks and systems and formulas. And now when we start a campaign, we get a for, say, Facebook Ads, we get specific information from the client, feed it in. We use that for messaging, and it it works really well. Right?

We link it with ROI. That’s that’s the the next the final step is your split testing, your AB testing, your controls.

That that’s a different that’s a different topic, but it’s all systemized using the exact process I just showed. Right? It’s powerful. It works.

It it does. It’s it’s super interesting.

Yeah. But but that’s what I suggest in your like, if you did get away from the grind and, like, the the delivery is to really figure that out and then create a system, which, yeah, I you’d enjoy anyways is create a system to deliver that service. Right?

So you can step away. That that’s your ultimate goal is to is get other people to do it. You shouldn’t be doing the work.

It’s the ultimate goal is to get it through a client as fast as possible and and Yes. Not be stuck with, with I’d rather coach them and and teach them and tell them once they have all this how to use it than I would to to actually be doing all this crap.

And get away from and the the one of the biggest things I learned too is to get away from so I showed, a landing page, and it and literally, if I run it through AI, it says, did AI write this? And it’s a big red yes.

And it’s like, would you send this to a client? And I would never send that to a client. Well, here’s the thing. This landing page has generated millions of dollars. So does it matter?

Why would you?

Why wouldn’t you? But client we have to train clients on that. Like, as long as you’re following a process and it’s data driven and you’re understanding, you know, you’re you’re you’re getting the data, you’re feeding the data, you’re you’re you’re Yeah. Message matching, all that good stuff, doesn’t matter. It doesn’t matter.

How transparent are you with the the clients?

Oh, I I focus on results. People hire me for results. Right? But I’m picky now. Like, it’s it’s results. That’s all I care about. I’m already a little bit.

Alright. What about have you ever had clients where they’re, like, you can’t use AI?

I mean, there are actually companies I don’t work with I would work with them.

They’re they’re not they’re not a good fit for me. I’m I’m direct response, like, pure. I I base so I measure success based off ROI, not return on ad spend. I don’t believe in that return on ad spend.

You need eight to one just to be profitable. I focus on true ROI, taking into account gross margin. So anyone I work with, we look at their products and service, and we figure out how much does it cost you to create that product, and then we we factor that percentage in. And then that is our success metric for every single campaign.

And then we link all campaigns to revenue. So we know the original channel, we tie lifetime value revenue to the original channel, and we use first click, period. We know exactly what makes money to the dollar. Right.

And and once we get to that, clients don’t care.

Right? And to be honest, in order to get to that, it’s not it doesn’t happen overnight. You make a lot of mistakes. But truthfully, you could put one hundred percent creativity and not use AI and put out this campaign, it’s gonna be shit. It’s gonna flop.

Right?

Yeah. It could look beautiful, but it’s lipstick out.

Exactly. You don’t you don’t know. So isn’t that the point of conversion copywriting and direct response is to have a control and beat the control? You’re supposed to put when you write a headline, it’s not one headline.

You you’re supposed to write ten headlines, and you test them. And you base those headlines off of stage of awareness and your voice of like, that it’s built in. Mistakes are built into the process. And AI just allows you to get to that make those mistakes a lot quicker.

Right? That’s my that’s my mindset on it. And once you teach people that and they understand that, and then once you teach them the only thing that matters is results, whatever that is, for the one client, it’s organic traffic. If we can help them achieve targeted organic traffic, does it really matter how?

That’s the strategy. That’s the secret. That that’s leveraging AI strategically and teaching people. I got into arguments with, the companies that, like, that all of this stuff now, is it written by by AI?

Is it this I argued with them. I’m like and it one of the things that they use is they look for formulas. If because AI is is for is uses loves formulas. Right?

So they actually use that to to gauge or it’s one of the factors to gauge if it’s AI written. That alone would conversion copywriting is based off proven frameworks and formulas. So it’s gonna it’s gonna say it was written by of course it is. Right?

So it’s it’s a it’s a paradox. Right? It’s a conflict. That’s the way I look at it anyway.

The original formula was written by, like, Cicero Bic.

Exactly. Like, I don’t and and that’s my that’s my so so, like, AI, if you use it strategically, it’s it’s the process. AI can can what’s conversion copywriting? It’s it’s getting into the mind of your customer.

Right? Yeah. It’s it’s it’s targeting your AAA, understanding the core problem and the result they wanna solve. You use AI to achieve that.

And then you’re just you’re you’re taking that voice of customer data. You’re overlaying voice of customer your your formulas, and you’re literally just using AI to connect them.

Do you know do you ever get into, analyzing the actual offer itself?

Because a lot of times, I mean, you’re gonna have the best copywriting. You’re gonna have the best formula.

But if the offer is shit Test it.

You gotta test it. Right?

That’s that’s you the other problem.

Yeah. You test it with the and you never know. Right? But that’s where you that’s why I like to have the three offers, the the, the the funnels.

Right? One offer, the quick win. This is your lead magnet. This is like the your next this is your deep research, the webinars, all that good stuff.

Right? Just testing it and see what sticks.

All that good stuff. Right? Just testing it and see what sticks. But the the point is you never know.

Right? It’s you need to get stuff out quickly. You need to learn quickly. As long as you have enough traffic, you can figure this out quickly, especially if you’re getting into paid stuff.

Right? But it’s common sense too, man. Like, if you’re looking at this, like, you you’re gonna know. Your intuition is gonna tell you, am I targeting the right am I solving the right problem?

Right? Like, this is there is another layer that we don’t have time for today. What that we also do is we we go into the unique mechanism.

And we’re getting into, like, level four markets, all that stuff where we focus on the what and the why and the how.

And that’s a separate questionnaire that we use for clients.

Depending on the client, we don’t use it for every client, but that’s getting pretty deep. And then we get into another layer of of for the adding to the avatar as well. But that’s a different training session. We can talk about that.

Very cool.

Any questions?

No. I’m good. I I wonder if the time did it well, you and I had the time. Right?

Yeah. Everyone missed it. Cody, you missed it.

You guys joining a lot? Ugh.

I missed it. The account just said eleven. It changed it to eleven PM or eleven AM Pacific.

Did it really?

Because I had My calendar says it starts at one PM.

I just now clicked it and yeah.

Oh, okay.

Oh, dude. I was here, like and so Shane was here, and I was, like, the only person here.

Yeah. Because it was at ten o’clock last night when I looked at it, and then I opened up my calendar today. It’s like, what the hell? Okay.

Time zone a?

Who knows? Well, well, you missed it. It’s a it’s a good one. We we walk through, the process on like, I can give a quick recap on how everything works, and then we’ll end end it with a series of questions. We’re basically starting with your your survey, aligning oh, it’s closed now, but, let me go here.

The whole thing’s recorded. Right?

So Yeah. The whole thing’s recorded recorded. But, basically, you you start with your survey, then we we analyze the survey responses, and then we get into, frequency sediment, and then we use that to create our avatar.

So here’s the avatar based off the data problems, and then we get into messaging.

Cody, you’re gonna like this. Watch it as this is especially relevant to you because of your advertorial, because the next stage is is aligning the messaging by stages of awareness in that book, the lead type that we we talked about.

This is great for you because these are the lead types for your advertorial. Right?

Right.

That’s aligned to the data. And then and then we get into the fun stuff, and you can watch the video on how we do this. But this is getting into you have all this data. You’re you’re creating a swipe file.

This is a fun part I’ll show you quickly. So let’s get into we could as simple as this. Right? So you wanna do a home page now based off of your, your avatar and get in here.

So you can just literally pop that in. And what it’s gonna do now, it’s gonna write a home page based off data, based off your avatar. So it’s a top to bottom approach. So using it like this, save this.

So any assets that you create will be aligned to your avatar and messaging top to bottom. Right? Which is cool. And then also getting into we talked about a swipe file.

Sorry for interrupting. But Yep. Is anybody else unable to see Shane’s screen, or is it just me?

I was gonna say, is there something Oh, wait.

I’m not showing my screen. No.

You’re not showing my screen. Oh. I went through it also. I’m like, oh, this is awesome.

I’m just saying this is like the calendar kind of phantom happening.

Yeah.

The calendar I gotta jump on.

That’s weird. I was gonna log in at noon two, and then I looked at my calendar, and I was like, good. Well, noon for me.

I looked at my calendar.

I was like, one, and I was like, okay. That’s weird. But okay. I guess.

Here. Let me go on. Let me talk.

Yeah. I’ve gotta jump off because I got go to another couple other calls. But, thank you, Shane. This was great. And Yeah.

I have, is this Yeah.

We’ll record I’m gonna share the stuff with you as well, and, I’ll follow-up with you in any and I’d be interested to see what you come up with too, your system.

Yeah. I can’t wait to, like, look through this. So awesome. Bye bye.

With it. Bye. So I’ll run down, on it right here, but that’s the you can see the screen now?

Yeah.

Okay. So, basically, in a nutshell, it starts with your, your survey. So your survey touches the the the secret is to align your survey questions with your avatar.

So you you step one, I give the prompt. It it looks at, breaks everything down for you as far as sediment frequency, stuff like that. Then it what it does is it it breaks it down by each question that you have in there from features to alternatives they’ve tried. Then what you do is the next step is to, take your prompt, which is my take is different for avatars. I focus on different lenses, and I talk about that all the way from point of difference, problem solution, demographics.

And then it spits up, an avatar based off the survey data that we’ve now categorized. So this is targeting your triple a client, the one client that is gonna generate eighty percent of your revenue. K? Or sixty four.

We go a layer deeper. Then we get into and this is relevant for you, Cody, is this is a stage of awareness. So we map the avatar, and this is our messaging, and we assign a lead type. And then we also pull the actual VOC research, and we align VOC research to your stage of awareness and then the lead type you should be using so that this is relevant to you because this is your advertorial.

Right? Mhmm. Yeah. Then the fun part is now you have all of this juicy data, including your one reader.

We we have fun with it. So now you can create all of your assets that are directly aligned to your messaging. And what I mean by that is, in here I talk about, when you’re creating your swipe file here’s an example of an ad, and I’ll share the prompt with you. Don’t just create this in your swipe file. Use the prompt that I’m showing you, and this is Bob Lye, legendary copywriter, direct response marketer. Use this prompt, and it’s going to take that ad, and it’s gonna break it down not only why it works, but it’s gonna give you the formula that he used to write that. Okay?

Yeah.

So your swipe file now is this.

And if I and I go into here, blah blah blah. And you can do this with anything by the way. I give different different examples.

So here’s a newsletter. Here’s a, do do do oops. Here’s a back pain. Here’s just a regular newspaper ad. Right? So this is a formula that it is. It gives me the formula to follow-up.

Now let’s say I’m into, I need, hey, we need to write an ad for, that’s coming up in the newspaper.

Then we’re just going here and, which one did I do? Yeah. This we’re just going here and we’re typing this. And because it’s broken down by stages of awareness, we can go, write and add or problem aware or solution aware, whatever it is, using that proven framework. And it’s gonna take all that data, and it’s gonna write it for you. And we did this through there you go.

So it’s everything is data driven. Your messaging is spot on, is targeted to one reader.

And then what we do is your swipe file is literally breaking down your swipe file by different, here we go. Different so here’s a swipe file for a local SEO page. Okay. So an example on this is, like, let’s say, now I know my one reader. We’re launching this. We want to launch a local SEO campaign. It’s as simple as pasting this in because that let’s see that local SEO page is a framework and formula that we’ve analyzed.

AI now knows what’s to work with, and it’s gonna give me that spit draft and wireframe.

So you can put together, like we went through a whole campaign in less than twenty, thirty minutes.

And then we talked about also so here you go. And the beauty of it is you’re using you’re using data, data, data, framework, framework, frameworks. Mhmm. It’s exactly what conversion copywriting is. But you’re using AI to streamline it. Okay? Mhmm.

Then we went into this stuff works.

We this is a little literal example of a client, that we used. This is, like, here’s the local SEO thing. From this, we the data created the site map. This is a thirty thousand dollar project.

Okay.

Completely outsourced to my team. The goal was to drive organic traffic. Our dataset was keyword data from SEMrush, Google Search Console. Then we used frameworks and formulas, the system I just taught.

Here’s an example of your demographic data. We wanted to know, okay, which, which age and city were generating the most revenue. So we pulled this from the CRM. We used that to generate it.

So that’s incorporating different the point is it’s creating your it’s not just about using surveys. You can also use other data points to create your your avatars, right, to come up with your ideal?

Yeah.

By pulling the data from the stack.

Yeah. That’s the mindset. And the but the biggest mindset, shift is your swipe file. Make sure that anything you do make sure your swipe file is not the is just the winning like, find winning ads, but then use this prompt to break it down so you really understand why it was a winning ad because this is gold.

Okay? Will that work for, like, the advertorial? Like, if I break down the advertorial, will this same prompt work for that, or do I need a different one?

Yes.

Okay.

Hundred percent. So take and and that’s a great example for you. So find winning advertorials in any space that are great. Find, like, conversion or really smart people have done this and use AI to break it down.

It’ll give you the exact formula.

Then And I’ll just put it in a Google Doc.

Exactly. You got it. So this and do that for all your assets. Because if you’re you’re using this system, you’re using this system here, it’s, when you get into the system and you’re now bookmark this or create a custom GPT, whatever you want to do, but literally just keep on feeding this.

Okay. You know what? We need to do a landing page. Great. Insert the formula. And it will remember it, and it’s always gonna be written off your one reader, which is based off of your messaging.

So it’s a top down approach. Right? And then you can get into the fun stuff where it’s not like it’s in I’ll give an example here where it’s, process We go to the bottom, and we type write a two hundred email for, product aware stage. Right?

And here’s the thing. So we’re targeting different ad types by so you get your message match, your stages awareness, all that good stuff. Right? And you can direct AI to do that.

And now that it knows all all that from the top to bottom, it’s gonna write a perfect ad. Right? Everything is aligned.

Okay.

And get it out quickly, test this stuff. The last cycle is the your testing, your control, your split testing.

But this is the process in a nutshell.

Okay? There you go.

Okay.

And it’s spot on. The the one thing you may, in your case, Koda, because I know you’re we’re dealing with data, is look at, the process.

Essentially, I I break down, how it works. Right? Like, how your the different types of, what do we got here? This is the no.

How how it reviews the sediment, how to how it categorizes. I talk about, the analysis, how tagging responses and stuff. I do talk about that. In your case, try AI first.

Try this prompt.

If not, there’s there’s different tools that you can use on it. One of them is monkey survey or monkey learn or something that is trained on to do this specifically.

But, essentially, all it does is it it reviews the data, and then it assigns scores.

So it looks for common themes like time management, too busy, and it’ll assign a score. So in this case, it’s as simple as problem, time management, six out of ten. Guess what you need to focus on for the problem? That’s it.

Right? So here’s here’s I talked about this here. So the problem is six out of ten respondents mention mention time management’s struggles. Guess what you’re gonna focus on?

Time management chaos.

Desired result was eight out of ten people wanted it to save ten plus hours. Guess what?

The result’s gonna be There you go.

It’s as simple as that. And then the avatar the the the missing piece, the most important part on this, especially if you’re using a custom tool, like SurveyMonkey, that’s trained on this sediment analysis. So you can just copy and paste, and it’s very good at putting it together. If you’re gonna use AI as it currently stands, the trick is to make sure that your survey, the questions that you ask are directly aligned to your avatar.

Okay. Yeah. Because it’s yeah.

It’s all You see you see the It’s like coding when you have to have things matching exactly.

You got it. And here’s this is the avatar. So this is, like, your prospect.

These are the criteria. These are your triple a, your demographics.

I I walked through how to get those. Your ideal prospect, who they’re not. Right? AI, you’re you’re gonna train it on that.

You’re focused on the problem, which we just went over. Right? So everything is drawn down to your point of difference. You know, hey, why should I choose you?

Proof, you know, claims that that proof is hype. There you go. It’s gonna give you this stuff. And then the offers, these are these are based off of the the funnel, top middle, to top, bottom middle, all that stuff.

Right? So you have your the different the different types, and it’s gonna give you that. But more importantly, it’s it’s aligned like I did to the interview questions. Okay?

So that that’s a big one if you’re gonna use AI, and you’ll find that it’s really good once you create those patterns at really helping you, figure out your messaging. Okay?

Yeah.

I I get, like, surveying the audience and then mapping, like, the specific questions of what they’re saying. What if your client gives you, like, abandoned cart surveys, though? And that’s not, like, you know, already organized for how we wanna input things. What would you do with that data?

There that’s a good and that’s where you may wanna look at SurveyMonkey. So SurveyMonkey is very good.

So we did that here. So the in the real estate example that I that I gave, we didn’t have a lot of information. We had information about the the client, and then we had their search console data plus keyword data, and we used that. So you have different datasets.

It’s not always gonna be a survey. Mhmm. But it’s to get you know, what do you use with the data to get the output that you want? So in this case, the output for us was the organic visits, so there’s certain data I needed to achieve that.

If you’re getting into in in your case that you’re talking about, then you wanna look at SurveyMonkey. It’s good at that.

I it’s I think it’s, like, one ninety nine. There’s cheaper versions right now. It’s a hundred bucks. But you can just literally paste everything in, and it’s gonna it’s gonna review it’s gonna, do the settlement analysis for you. Yeah. Yeah.

Analyze everything?

Yeah. And and I and it’s gonna do it, like this is what this is how it works, basically. It’s gonna review the data. It’s gonna look for themes, and it’s gonna assign a score.

Okay? And then the output, it’ll assign a score that say, okay, six out of ten people say this is the problem. Guess what? Okay.

SurveyMonkey will do all this is what you’re saying.

Yeah. Exactly. Exactly. I I use a if you don’t wanna use SurveyMonkey and you wanna go AI, it’s better to have the survey match your avatar.

Mhmm.

That’s that’s the the core takeaway on it for now anyways. Check different language models.

Yeah.

Here’s an example output, where we had there’s a prompt, and then we we used, we we had it extract negative sentiment from, like, Trustpilot for major competitors because we wanted to know how to beat them. Right? And then we extracted exact phrases and then the link to it. And this is gonna help us with our messaging hierarchy.

So there’s different ways that you can do this. Mhmm. But it’s it’s to use that creative thinking. Right?

The the out of the box thinking to get this kind of output that you need and then connecting the pieces. Right? This is pure data driven. Starts with the survey, messaging, all the way down, and then use the proven framework and formulas from your swipe file to create the assets quickly.

Okay.

Right? Because you can do a whole email sequence. You can do a whole in the thing in the the the training session, I mapped a whole website.

Here’s the here’s the local SEO theme right here, and that’s based off of, this right here. Because because my swipe file is not just examples, it’s broken down by frameworks and formulas that it needs to follow AI itself.

You said, AI can do all of this first if we put that in there to, like, tell us, you know Exactly.

And that and that’s the process that I’m that that I’m teaching you because then then it’s pure data driven. Right? It starts with you see it from top to bottom. And then the beauty of it is, like I said, create a custom GPT.

Once you get it, you’re you’re happy to the point, save this, and moving forward, hey. You need a Facebook ad? There you go. Type in a face it’s as simple as, like, let’s do let’s do this.

I’ll show you.

I do have a question about the difference between a custom GPT and just using a project. Because with projects, you can upload the files as well. Right? Like, you would if you’re training the GPT. Do you see any, I guess, any what’s the difference between just using a product a project with all the files versus creating a custom GPT with all the files?

Try try different custom GPTs will use I think they use four o. So, I don’t. Like, you you can if you wanna do that. If you wanna like, with with the one client, the real estate client, we do they did create a custom GPT because they they just kept on feeding it data, and we’re expanding into beyond the site.

In this case, I would just I would just keep this and save this. You could save this per client. You know, once you’re happy with it, you have the data, like, for you, whatever tool you use. But once you have this analysis, the AI this is this is the ticket.

This is the sweet spot. Yeah.

And in my Chat two BT, for the projects, I have one for each one of my clients where I put all their data and everything into that. You know, that way if I go and ask it something, it will be able to pull from that knowledge base. Just creating a little it’s like creating a little folder for each client.

Do you have the sediment analysis, though? Did you break this did you do this?

No. No. I haven’t done that yet. But what I’m just saying is, like, I could still I I could still create, like, projects instead of a custom GPT for each client, and then it just has all the knowledge for that specific client.

Right? Hundred percent. And you could link to it. You could create I would save this this thread, and then I would just link. You can integrate Google Docs directly to it now. There’s a new feature.

Oh, that’s cool.

Yeah. And so that’s what I would do. And then it’s just your everything is based off of one reader, and you can test this stuff really quickly. And don’t be scared of you’re gonna hear arguments, hey, different thoughts on this.

But if this doesn’t pass in an AI detector, who cares? Yeah. I I real this is this did not pass AI detector. This is thirty thousand dollar project.

Who cares? Right? Yeah. Focus on results. Data if if it’s making money, who cares? And and educate the clients on that.

Get them, you know On board with the fact that what you’re really hiring us for anyway is to make you money.

So who cares?

Bingo.

Yes. Right.

For now, at least You don’t have to share.

You don’t have to let them know that you did an entire campaign in less than an hour.

Yeah.

You don’t you don’t they don’t need to know that. Right. Because but at the same time, the you this this is direct response. This is conversion copywriting.

This is this is exactly what you’re supposed to do. Right? It’s using voice of customer proven frameworks and formulas. You’re you’re you’re doing messaging stages of awareness.

This is it in a nutshell. You’re just using AI to leverage the efficiency of it. Right?

Yeah. Okay. Is there a reason why you’re using o three?

No. Try different models. I find o three is better, at, analyzing the data.

Okay. Right.

Yeah.

Like know.

Though? Yeah.

O one preview is a good one as well.

The is a good one. It’s it’s just it’s I find it takes a long time. There’s different try different models too. Right? You don’t have to skip to ChatGPT.

Well, yeah, I use Claude too. Claude is really good for writing, I feel. And then I I don’t know. ChatGPT, it’s good for, like, ideas.

And then Claude, it just does better with writing. Like, the writing that it produces to me is more grounded or something. I don’t know. It’s better.

Can I ask you a question, though?

Yeah.

Okay. So if this if this right here so let’s let’s talk about writing. Okay? So if this if this right here is following this template, which is a proven local SEO template to rank, and it’s this is voice of customer directly from the survey targeted towards a one reader Then it doesn’t matter.

You need Claude? Doesn’t matter. It doesn’t and the the writing is, like, what is what is conversion copywriting? To me, personally, it just means that you’re just overlaying VOC to proven copywriting formulas.

That’s it. Like, there there’s nothing else to it. Right? Like, to to me, that disagree, that’s what it boils down to.

So with the cam Sorry. Pardon me?

I was just gonna ask you if you tried Claude to to do data analysis and if you’ve found that No.

I haven’t. It’s a it’s, it may it’s a does Claude, I thought I I hear, like, Claude is more creative, like you’re saying. Right? If you if you wanna argue creative.

I don’t know if it’s more creative necessarily, but I feel like when it writes the words that I want, it’s more it’s it’s less fluffy words. It’s less you know, it talks more how a person would talk versus how ChatGPT will write copy, in my opinion. But in Cloud, you can also do projects. You can upload the knowledge base. You can upload, all that stuff as well.

Try it. Let me yeah. I’m interested to see, like, how yeah. Yeah. Try this is you can use different different mod.

The the it’s the bottom line is, like, the process. Right? Don’t spend a lot of time on this stuff. Get it out quickly.

Test it. You, like, you can spend all the time in the world on perfect messaging and thinking that you nailed it, and it’s a crappy campaign, and it bombs.

Right. Right?

The the point of conversion copywriting direct response is to come up with the control and beat the control Exactly. Built into the process.

Right?

Yeah. You have to have a lot you have to have volume. Other because, I mean, otherwise yeah. It just takes forever.

So So You got it.

And I would put this this process works. I make money from this. This is this is not, like, fluff stuff. I did a, an invasion campaign that’s making a lot of money.

Like, this it works. It’s pure. It’s data driven. Hey. You could argue, well, AI wrote it.

Who cares? Like, you know, you and I talked about this. You base results off of revenue. Right?

It it’s profit. Did you make money from it?

And that’s all that matters. Right? So Right. Have fun with it. I think this is this is in line for your process as well.

And once you watch this, you’re you’re gonna have an moment where it’s really gonna fit in. An example is the book I shared. You it sounds like you read it already.

Yeah. I have that in my Kindle. Yeah. Absolutely.

So that build that into that’s what this process is. And your messaging hierarchy is gonna be around the stages of awareness, and then he gives really great examples of that. Right?

Yes. Yeah. In-depth.

You got it. That’s that’s, that’s all I did too.

Nice. Okay. Cool. So I know we’re, like, at an hour and a half though. But I was curious. Will you send us the Google Doc that you have here so we can look through it?

Oh, yeah. I’m gonna send everything. I’m gonna send the, the doc, the the the prompts.

I’ll send everything over for you. Yeah. Just give me two hours.

Red. I think that would be cool to study too just to make sure that what I’m putting in is increasing that.

Of course. Absolutely. And and give me feedback on it as well, like test different, and and just to reiterate as well, for in your case, if you don’t have because I know the client didn’t send everything in a perfect survey. You didn’t have all that data.

Right. Then use the tool. That is specific. And that’ll that’ll give you the same output as far as, like, sediment analysis, what to focus on for problems, outcomes, all that stuff.

Right? And then you just and then use that to create your avatar.

Okay.

Okay? And the avatar could be different. Like, my I focus on, like, pain point. Everyone should focus on pain points, but I focus on point of difference.

And then the other point is I’ll share it. We didn’t get into it, but if you wanna go a layer deeper, there’s a second survey that I have that focuses for the client where that talks about the unique mechanism, and that’s relevant for you because you’re in the direct to consumer space.

Yeah. I have to explain, I know, like, the unique mechanism and everything that I write. Otherwise, people are gonna be like, oh, I’ve already saw this.

Exactly. And I’ll I’ll share the survey for that. So you can apply that to here, and I’ll I’ll share that with you that you get that from the client.

And then you’ll overlay that with your your your avatar.

And then now you have two layers of messaging that you can use for assets moving forward.

Yeah. That’s awesome. Okay. Cool. Yep. Sounds good. Great.

Have fun with this. Any any questions that I can answer?

Well, I don’t know.

What’s the book that you recommended to Cody, Shane?

Oh, Yeah. It’s right here. It’s a amazing book, by the way. It’s, it’s great leads.

It’s, I think you get it from AWI. So it it breaks down, Eugene Schwartz’s stages of awareness amazingly. But more importantly, it it it associates lead type for each stage of awareness, which is a gangbuster. And that also gives you the formula to use, the the copywriting formula for each, lead type.

Mhmm. Oh, cool.

Okay. It’s really I didn’t quite understand stages of awareness until I really until I read this book, and I was like, got you. Yeah.

It does help. I think breakthrough advertising was pretty eye opening for me as well, though.

Oh, that’s a good one. Yeah. Yeah. Yeah. That’s a good one. I said there’s a course that, I got the book, actually.

Twenty seven.

The paperback?

Nice.

Yeah. No. I know. I got the I got the book, and I got the, there’s a a course as well that that you may it’s breakthrough advertising mastery. So it’s a Wow. Yeah.

It’s separate with That’s nice.

Yeah.

But Brian Kurtz is a legend there in study.

Brian Kurtz is the one with that course?

Oh, yeah. He’s he’s, like, he’s good to he’s good to study. Okay.

But yeah. So any any questions on this? It’s more like just emphasizing the the process, the mindset. You’re gonna have different datasets.

But to leverage AI to really to to leverage that automation, and like I said, the argument is creativity. Who cares? To me, if you’re using proven framework, formulas, and voice of customer Mhmm. Where’s the creativity?

And you’re using to me, it doesn’t make sense. But, anyways, people argue differently. That’s my take on it.

This does make money. It does work.

That Google Doc that you have that you were training us all on, is that pretty much everything that you need right there in order to do everything that Yep.

You showed us? Yeah.

Okay. Okay.

Cool. It’s the in the prompt you can play with the prompts. Like, try different language models and but the prompts are there. And then like I said, I walked through this.

I actually do it live in the, in the video as well. It just how the prompts work together, but, you know, have fun with it, customize it. But that’s that’s the process in a nutshell. Like I said, with you, it’s a stage of awareness that’s gonna you’re gonna get the most value for your messaging.

Right?

Yeah. Absolutely. Cool. So yeah. Alright. Yeah. I’ll watch the training. I’m sure. It’ll be great.

To watching the video.

Awesome. Any and any questions, don’t, don’t hesitate to, to ask. Okay?

Yep. Sounds good.

And remember the swipe file. Your swipe file is not just examples of winning. You’re gonna it’s to break down the why. Why was it a winning ad?

And and to figure out the formulas that the ad is using because that is the that’s the ticket for the last stage. Step four is to create your assets. Right? So Yeah.

I’ve I’ve actually broke down a lot of copy manually. You know? What are they doing here?

No. No.

You’re gonna use this prompt, and it’ll yeah.

I lot quicker.

Oh, and lot quicker.

Right? A lot.

Lot quicker. And it it was trained off of so how it broke that down, it was trained off the datasets from AWI, all the winning campaigns. So they went in and made notes on why they were winning campaigns. So the prompt was trained off that dataset to come up with this. So it works.

It’s it’s Yeah.

And, I think it’s important to, I think, say that, like, what you’re looking at an ad and you’re breaking that down, that’s just for an ad. Right? Like, that’s not not like, you need to have specifics. So advertorials, ads, sales page. You can’t just use yeah. Exactly. Okay.

And you’re gonna you’re because you have a really good system, and now you have some key metrics, which is your secret. You know you know how to prove results, right, and how one was a needle. And now layer in this, and you you’re that’s the ticket. Right?

You’re gonna it’s kinda And then you just what you have it set up where you have, like, an agent or something doing all this for you?

Like, you just or is that how you’re doing it? You just, like, put something once an action has been taken, like, you have the split draft, then AI does the stuff for you, or are you manually doing this?

AI does it. Like, I in the video, I I literally so in we start with the the survey. We go down the avatar all the way to the messaging, and then we we literally create a in the video, we create a website, a newspaper ad, all of this stuff. And at that point, it’s I delegated to the team. Right? So the the example I gave you for the the real estate site, I didn’t do that. My team did, but they they use the same system.

And then it’s just a matter of, for producing it quickly. Clients will say, I need this. I need an I need an email. Okay.

Here you go.

Here’s here’s a template. Pop it in. There you go. Done. How can you argue with that?

It’s based off of your one reader that is based off of data. Like, that’s Right. That’s that’s conversion copywriting. And you’re writing it off the stages of awareness.

You’re saying, I need an ad, which is I need a problem aware ad or solution aware, product aware. And because you’ve you your messaging hierarchy is by the stages of awareness, there you go. So you’re you’re getting into you know, you see you see the connection?

Curious now. Yeah. I do see the connection, but now I’m wondering because, you know, message matching is really important. So if you write an ad to an advertorial, you need to make sure that that the message matches.

And if you just tell AI, well, I didn’t need a problem awareness ad, then it won’t necessarily connect with the advertorial, I guess, unless you put the advertorial in there as well. Right?

And say I mean, you know, putting them both together.

Yeah. But but you’re not just putting in remember, you’re not you’re putting you’re not just saying write an ad and write the advertorial. You’re saying Right. Write the ad and you’re giving it the formula to use for and you’re letting AI know, okay, this is the stage of awareness.

Here, you’re letting you need message match. It’ll figure that out. Mhmm. Because you’ve already you’ve already finalized the messaging earlier based off the stages of awareness, which is based off your avatar, which is based off the survey.

So that’s how it connects it. And AI is very good at connecting those dots. Right?

Yeah.

As long as you prompt it correctly from the get go, and then it’ll pull that information.

And your outputs are not write this email. Your outputs are are formulas based from your swipe file of winning campaigns that you like.

Come on. Okay. Like, that’s a win like, who how can you argue with that? Yeah. It works. Right?

Right. Make sense? Yes.

Yeah. Test I’d be interested to see. Like, test it out. Let me know how it

Okay. And, and any questions, let me know. Okay?

Alright.

Have fun.

Funnel #2: Workshop Funnel

Funnel #2: Workshop Funnel

Transcript

Alright. Cool. So let’s hop in.

This is where we are. We’re still working on these three funnels. We did the workshop funnel last week. We’ll do the retargeting funnel, which is really light work, on the final Monday of the month.

And today, we are do oh, wait. No. We did this one last week. That’s why I was like workshop funnel so fresh because we’re working on this this week.

So we’ve already done the appointment booking funnel, and then retargeting is two Mondays. Now this is today. If you already have a workshop live, you probably have a workshop funnel live as well.

If you don’t, then now is the time to do it. So that’s where we’ll be. And, of course, Purna’s session that she did the other week is to help you better understand what people are coming to you for, what good leads are coming to you for, so you can build up the top of funnel accordingly. Okay.

Workshop funnel. Who already has a workshop funnel live?

Put up your hand in some way. Cody does.

Nope. Good. Then, Cody, you can optimize or you can just enjoy already having it done. Everybody else, you gotta have this. Okay? And we’ll talk about why if you’re like, I don’t need a workshop. Please ask the question, why do I need a workshop?

Because then we can get into what’s this is going to do for you and for your brand. Okay.

Again, we’re talking minimum viable here. This isn’t the best workshop. This is just the thing that you stand up instead of waiting and for, like, everything to be perfect.

Nothing will ever be as perfect as you want it to be. I have learned that over many years of it never being perfect.

Just live with it. This is a really simple funnel. It’s like a straight line. A lot of funnels look like funnels.

They have different things coming in different branches. This doesn’t. It’s just a straight top to bottom, and the only reason it looks like a funnel at all is because people drop off. We wanna prevent people dropping off as we go, though.

So in this, we have the workshop registration page. You may or may not know who’s coming to that page. This is for, like, everybody. It might be workshop that’s in your global nav on your website or in your, like, link in bio.

It’s your core workshop for the people you are trying to get to book a call with you. It leads into the appointment booking funnel. Okay? So if you’re like, is this how I sell my course?

Only if your course is sold by people booking a call with you, which is true for high ticket mastermind and things like that.

But otherwise, it should likely be for your clients or for someone that you wish to work with on a more one on one or one on many type basis, like if you want to start selling your workshop into organizations.

You want them to book you to come in, fly in, teach them for two days, complete some some project, and leave, then you’ll probably want a a workshop to get them there so that they’re really warmed up. I was telling this to someone on feedback Fridays, how one of my coaches swears right now that the golden number of minutes that a person has to spend with you, I don’t know who I was sharing this with, is forty seven minutes before they are ready to move into higher ticket something or, like, working with you. So he’s like, everything should be like, you should be optimizing to get them to watch forty seven minutes of your content and then hit them with, I don’t think it’s as simple as this, by the way, but this is his idea. Oh, it was Katie. Perfect. Forty seven minutes. Okay.

Gotta have forty seven minutes. Let’s so don’t try to keep it short is is really the point. We don’t as copywriters, we know. If we can just keep people engaged and nodding along with us, then our copy is doing the right job.

Also true for your workshop. If you’re if they’re engaged and nodding along and and interested, intrigued, you don’t need to make it five minutes. People are like, I’ll just shorten it. Don’t.

Just just be a copywriter about it. Okay? So we start with the workshop registration page, obviously. Now you can make this whatever you want it to be.

Again, minimum viable. If you want a deadline, like a countdown timer on there, fine. Do what you wanna do with it. If you don’t, fine.

Don’t. If you autoplay versus don’t autoplay the workshop video, whatever, it’s fine.

Make it yours. All you need is a page. So this is the workshop registration page. The goal is to make it not just minimum viable, but, like, people think minimum viable is just, like, minimum, but it has to still be viable.

Right? So how do we get them to register successfully for this thing? A video goes a long way. Again, spending more time with you, you are selling yourself.

People are buying you. Get your camera your face on camera and talk in an engaging way that makes people feel like, I could work with this person. So we’re gonna diagnose the problem that’s gonna happen in the workshop, video selling them on the workshop, any motivators that they may have, extrinsic motivators. That’s the stuff coming from outside, not the internal, like, I want this, I need this, but rather countdown timers.

How many people have already attended this, the brands that you work with, all of those extrinsic motivators.

And then any registration that might have conditional fields. Right? So you might have a different field in place. And if you’re like, what are you talking about conditional fields?

Copy School Pro, the library has more on that.

But let’s say you’re like, okay. Well, I know people are coming to this page, and I won’t know anything about them. And I wanna make sure that if they are a really good lead, I’m able to follow-up with them really quickly. So I’m not just, like, passively watching them move through my funnel, but I can see that they’re from a brand I wanna work with or they’re a person. Like, I I recognize who they are.

What can I do? So that could be you set up conditions in your field, or conditional fields in your form based on different things like that. For example, if they sign up with a Gmail account, that doesn’t mean they don’t work for an organization. They just might use their personal Gmail, to sign up for things.

However, you can suppress any as just an example, you could say, if someone signs up with Gmail, Hotmail, you list out the other crappy things you don’t want in there, or you have email validation if that works for you. Whatever it is, we wanna make sure that if you’ve got an extra five minutes to spend on putting this registration form together, how do you send the right signals to yourself so you can do all the things and set up the zaps to Slack, etcetera, to make sure that you know who’s going through this funnel. You’re probably not gonna get ten thousand people going through it out of the gate.

Right? So if you’re getting one or two people a week, one or two people a day watching it, you should be very aware of who’s going through that so that you can actively follow-up with them. Ask for their phone number if you want to. You can always take that field off later, but ask for it out of the gate.

And if someone will give you their phone number, you should call that person right away. People don’t give out phone numbers because they’re like, I don’t know what you might do with it. They know you’re gonna call. Give if they give you their phone number, use their phone number.

Okay. I have much to say on the subject of workshop registration pages, but that’s the core of it. Then you have a confirmation page. That is where you’re going to actually show your prerecorded workshop.

They know it’s prerecorded unless you want to do it in such a way where it looks like it’s not, but that’s not the point here. They’re not customers. They’re not, consumers.

They are potential clients. So you’re just gonna show them a workshop that gets them ready to work with you. There’s gonna be a CTA at the end of the workshop. If you want to embed that, you post your workshop on Wistia, let’s say, then you can put in a CTA at the end of that workshop to register to have a call with you to go over to Calendly, to look below, whatever that thing might be. If there’s a scheduler that you’re embedding, perfect. If they have to go to another page, less perfect, better to, like, move this funnel along.

And then there’s an email flow. So these are the first pages. Right?

Register to watch the thing, watch the thing. And then come the emails. Have you watched the thing or not watched the things? Those are the trigger based emails.

If they have watched it, then they should move into that appointment booking funnel that you already set up last week. If they haven’t, then what? How do you get them back? Can you set up your video hosting to work with your CRM so that you know what happens or you can actually send an email when someone gets fifty percent of the way through?

Or can you not? If you can’t, that’s okay too, but we need to know those things that we’re optimizing and putting together the best possible minimum viable funnel. Alright. So you’ve got emails that you’ll wanna send out, and then you have a workshop post watch email flow.

So once they have watched, how do we get them pushed toward booking that appointment with you? And that could already be something that you’ve set up last week in order to move people to really book that appointment if they haven’t. So they’ve seen that they should, but they haven’t booked in yet. Let’s email them.

Alright.

That’s the heart and soul of the webinar funnel. You can set it up in a day. You should try to set it up in a day. You’ve already got stuff where you know about okay. So when you set up the appointment booking funnel, can you or can you not time the, like, the reveal of the scheduler? If you’re using Leadpages, you can.

Other tools, you can’t. Leadpages, that’s one of its cool, like, mechanisms, but it’s otherwise a really ugly tool, sadly, so it’s not that great to build on.

But you’ve already set that up. Okay? Other than that, it’s really just be a copywriter, sit down, outline both pages.

You’re your own customer at this point. So, yes, you have to do it fast. Yes. It’s minimum, but make sure it is a good job on, a page where your client would go like, well done. Why did you do it that way? And you know why you did it that way. You’re the client.

And that’s really it. This is all as expected. I’m rushing through it because I want you, frankly, to rush through it too when the time comes for you to do this work.

The core of the hard work is really in scripting that video and then recording and producing the workshop. So if you haven’t already got a workshop in place, go watch the lessons on getting your workshop in place and then put it together. That’s your diagnostic.

In a lot of cases, if not in all cases, you should have a diagnostic as part of that workshop.

And then the recording of the workshop is really just focusing your lead, in this case, on believing in you, on buying into working with you, on believing that this is finally a person who understands that they’re not just an order taker, but they can really help me be more strategic about the results that I’m looking to get.

That is it.

In the end, this is the one thing that might be a little different, which is getting us ready for our retargeting funnel, which is for your confirmation page. Whenever you have any confirmation page, you wanna make sure that you are telling any tool you might be retargeting in meta, Reddit, we learned about last week as a great place to do some retargeting, LinkedIn.

Go into those platforms, into the ads manager or whatever the thing is called in that case, and make sure you’re setting that as a goal where wherever you have a new confirmation page, you wanna make sure that those platforms know that for future use. It’s just a good practice when like, for an SOP. When you’re at the end of setting up a funnel, go into the platforms that you will eventually or that you may already be using and set up the page goal or the, like, the actual goal that you have. Set it up as a goal in there, and then make sure that the URL is tracking across all of those, which we’ll be talking about more next week in case you’re like, I don’t use that stuff.

K. We’ll talk about it next week. Don’t worry. Okay.

That is all. Any questions about this funnel?

Do you understand why, Abby? Go ahead.

Hey. Yeah.

I have a couple of questions if that’s okay.

Great. So the first one, so with the diagnostic workshop, one of the reasons I haven’t been promoting it publicly is because it’s what I do in Masterminds.

So I I don’t know. I just I guess I felt, like, kind of it didn’t weird about doing the same workshop, like, in exclusive paid Masterminds like that I do for free. Is that, like, a valid concern, or would you say just do it?

Yeah. I would just do it. I mean, it’s your IP. Did they buy it? Did they get are they licensing it in some way?

No. I just I guess because I want it to feel, like, a bit exclusive, like, when I’m selling it to when I’m pitching it to the mastermind host. Like, I I don’t want them to yeah. I want them to feel like they’re getting something, like, special.

I think okay. So you have a strategy there that’s outside of anything that we’ve talked about in CSP, so it’s not a thing that I’ve ever done. I haven’t gone into a mastermind and put a die like, done anything like that. So if that’s what you’re doing and you don’t feel that you own the IP enough and such.

And I don’t I know you do obviously own it. But you’re suggesting or you’re, like, kind of walking around under this, like, idea that because you’re saying it’s exclusive, you can’t put it here, then you’d have to come up with a different one or you have to decide, are you actually okay with that because it still is exclusive. They still have to register to get this, or you have to just come up with a different workshop then, something that’s going to make your prospective clients get excited about working with you. Are you getting enough work out of those masterminds that you should be giving something lesser slash different to your leads coming to you possibly via referral, possibly via all the work you’re otherwise doing.

So it’s a strategy question more than anything in that one lands on you.

Okay. Okay. Thanks, Jay.

Sure. Anything else, Abby?

I mean, the other question I was gonna ask, it just feels like a silly question was because I I have my workshop for my online course, and I don’t know. I just always have the question of, like, which should I be promoting? Like, which should be on my homepage? But I guess that’s just something for me to figure out, isn’t it?

You know, as you, like for your business too, Abby, as you think about the difference you have so you’ve got these two options. One, buy my course. Two, work with me.

If you’re optimizing it, it really depends on what you’re trying to do with your business. Right? And so it comes down to if you want to grow and if you wanna use your website to get people to work with you, it’s a high ticket solve, Then you should build it the way consultants do, which is get, like, a high level view. Everything is trying to get people to book a call with you because that’s where you close high ticket offers. Mhmm.

But you have the course as well.

Right?

So I would then say put on your evergreen hat, and that’s also a funnel, isn’t it, to get into your course as some form of revenue.

It’s an Evergreen webinar funnel.

Yeah. So it’s just two different places that they can register. One for something that’s lower ticket, one for something that’s ultimately higher ticket.

Yeah. Yeah. Okay. Thank you.

Yeah.

Okay. Cool. Anybody else have questions about these this funnel or even how it works with the appointment booking funnel or anything like that?

Does anybody have a workshop that should be on this registration confirmation page already, or is that also a thing you have to work on? Does anybody wanna share?

I have a script that I worked on this weekend, but and then, like, a diagnostic, like, sixty percent have thought through.

So it’s in the process.

Okay. So that’s something you’re gonna be working on this week, next week? Where does it sit?

That’s this week. I wanna have it recorded. So the diagnostic finished and it recorded and the funnel set up.

K. Cool beans. Dig it. Okay. Katie?

Yeah. I have, I think, all of this done k. Except for the trigger based emails. What are the I’m assuming a trigger is, like, clicked to watch.

What are the other triggers were?

Well, so it kind it does depend, and this comes out across the other, other flows as well. But the triggers are register typically. So I’m saying three.

Typically, registered, didn’t watch, registered, watched, and then then there would be a trigger for, like, either no activity or completed activity. Just have three. There’s, like, seven different trigger based sequences that you could put together here.

Yeah. This one I have started video, stopped video, completed video, but there’s multi like, it’s really just what is meaningful to you. It’s not gonna be one thing. It’s not gonna be, hey. You registered.

Because what if I registered and I watched? Then I don’t just wanna get pushed back to watch. But if I registered and I did not complete the video, again, this is where you have to part of the two the process is go in and check if Wistia, Vimeo, whatever you’re using, if it can track and if it can talk to your CRM or if you might even need, an inter like, a a not a fake CRM, but, like, a different one in the meantime, which is possible if it’s like oh, it only works with, I don’t know, Salesforce. And so you have to go and get, like, a free Salesforce account or something like that. But that’s the job to figure that out. But, yeah, back to your question. The ones I have listed here are started, stopped, completed video, but it could be different things that matter for you.

Yeah.

Okay. So I have the minimum viable version of this, which is the first email after the email that delivers the workshop has, like, a self segmenter, like, yes, I’ve watched or no, I’ve been meaning to. And then if they click on no, I’ve been meaning to, it takes them to the workshop page again.

And if they say yes, then they have, like, a different flow. But I will check what Vimeo can do for me.

Yeah. Yeah.

And it’s trickier, but, like, platforms like ClickFunnels and things like that are better at connecting Yep. To so that you can trigger emails based on on activity taken or not taken with a video. So, yeah, action taken taken. Yeah.

You’ve got the minimal one minimum one standing at least, so that’s great. Then if you just, like, block two hours to figure out these other questions, that should be plenty of time.

So just Yeah. I haven’t done any analytics set up at all on my new site, so that is, I think, gonna be a multi hour project.

Awesome. Yeah. I know very little about Vimeo. I know we have a Vimeo account, Sarah, we should add to our list.

But Wistia is the only one I really know anything about. So yeah. Okay. Cool?

McG?

Hey, Katie.

Yeah. Actually, you asked my question. So how does the ABF work with the workshop funnel?

Okay. Sure. Quick.

So all we want to do the emails that you’re writing will get, will get them pushed into the appointment booking funnel. So when you’re writing this workshop funnel, these emails, for anybody who has watched or even partly watched, but usually, like, completed watching, they should be moving into the appointment booking funnel. So what you have this set up and we go into the appointment booking funnel, which looks like this, then this is where they’re landing the post workshop appointment landing page. So they’ve watched the video, and now we’re sending them in any way we can to this. So that kicks off the post workshop appointment landing page, kicks off that, which kicks off the appointment confirmation page, and then the show up emails.

Okay.

Yeah. So this come so, basically, imagine the funnel is up here. That’s what I would imagine. Over here is where we have that, and it drops them down into this one. Okay?

Okay.

Okay. Gotcha. You’ll see those two working together, but I’m glad you asked. That’s awesome.

Cool. And I see Liesel is saying I need to work on mine. I have my diagnostic tool, but the workshop isn’t ready or scripted yet. And then another one, is our workshop something we should be talking about in Reddit comments? Yeah. Reddit is news to me.

We know we get leads in from Reddit, which is always awesome, but I I don’t know anything about Reddit at all. I try to avoid Reddit in my personal life because my husband’s addicted to it. And I’m like, I should probably stay away from addictive things.

But I would if you do it, go talk to others who’ve done it, and then, yeah, they’ll know.

Yeah. That’s the thing. Early Johnson just said Reddit is super sensitive to self promotion.

Early on, I think someone, like, a decade ago, my former partner at CopyHackers posted something that was self serving on Reddit for CopyHackers, and it didn’t go great. I don’t remember, but we were used to things going great. You say something and, like, things would go great, and it didn’t. And so I’ve been kind of shy on it since, because there’s other platforms that I know and can, like, work with.

But yeah. So just be careful there.

Okay. There we go.

Over sixty people DM me, so I sent them my workshop there. That’s awesome. So Abby has a good note for you on that, Liezl. Excellent.

Jenny, do you have a question about these funnels?

Mhmm. Yeah.

Yes. So kinda new here. So there’s, is there you said there’s workshops for, like, how to do our workshop and diagnostic and things like that that I should probably watch first for? Yeah.

Yeah. Yeah.

Okay. So I could just search that, like, search workshop, and it’ll come up.

And, Sarah, if you can send Jenny some of those links, just post them in Slack, and then we can make sure everybody who hasn’t done that, already who hasn’t watched the diagnostic, etcetera.

You betcha. There’s a thumbs up there. Awesome. Okay. Cool. Thank thank you.

Good. Yeah. There are many questions with the diagnostic, just so you know, just in advance. But you have access to the intensive freelancing where we also talk about your diagnostic in there. So you’ll have all of the the training that you need to get going, and then just, like, bring your version of the diagnostic to, feedback Fridays. Yeah.

Cool. Okay. Anybody else?

K. Stand this thing up. If you didn’t stand up the appointment booking funnel last week, you will feel behind. And that is not good because people already feel overwhelmed enough in life. So just hunker down, set aside a little bit of time, get last week’s funnel set up, get this week’s funnel set up. Do that before next not next Monday, the following Monday, and then you will feel good about the progress that you have made. Okay?

Alright.

Worksheet

Take Action: Funnels & Goals (pp. 39 – 41) 

Developing your diagnostic resources (i.e., training replays): 
Putting Your Webinar / Workshop Together Part I Part II, Diagnostic Q & A, & Pitching Your Workshop

 

Worksheet

Take Action: Funnels & Goals (pp. 39 – 41) 

Developing your diagnostic resources (i.e., training replays): 
Putting Your Webinar / Workshop Together Part I Part II, Diagnostic Q & A, & Pitching Your Workshop

 

 

Transcript

Alright. Cool. So let’s hop in.

This is where we are. We’re still working on these three funnels. We did the workshop funnel last week. We’ll do the retargeting funnel, which is really light work, on the final Monday of the month.

And today, we are do oh, wait. No. We did this one last week. That’s why I was like workshop funnel so fresh because we’re working on this this week.

So we’ve already done the appointment booking funnel, and then retargeting is two Mondays. Now this is today. If you already have a workshop live, you probably have a workshop funnel live as well.

If you don’t, then now is the time to do it. So that’s where we’ll be. And, of course, Purna’s session that she did the other week is to help you better understand what people are coming to you for, what good leads are coming to you for, so you can build up the top of funnel accordingly. Okay.

Workshop funnel. Who already has a workshop funnel live?

Put up your hand in some way. Cody does.

Nope. Good. Then, Cody, you can optimize or you can just enjoy already having it done. Everybody else, you gotta have this. Okay? And we’ll talk about why if you’re like, I don’t need a workshop. Please ask the question, why do I need a workshop?

Because then we can get into what’s this is going to do for you and for your brand. Okay.

Again, we’re talking minimum viable here. This isn’t the best workshop. This is just the thing that you stand up instead of waiting and for, like, everything to be perfect.

Nothing will ever be as perfect as you want it to be. I have learned that over many years of it never being perfect.

Just live with it. This is a really simple funnel. It’s like a straight line. A lot of funnels look like funnels.

They have different things coming in different branches. This doesn’t. It’s just a straight top to bottom, and the only reason it looks like a funnel at all is because people drop off. We wanna prevent people dropping off as we go, though.

So in this, we have the workshop registration page. You may or may not know who’s coming to that page. This is for, like, everybody. It might be workshop that’s in your global nav on your website or in your, like, link in bio.

It’s your core workshop for the people you are trying to get to book a call with you. It leads into the appointment booking funnel. Okay? So if you’re like, is this how I sell my course?

Only if your course is sold by people booking a call with you, which is true for high ticket mastermind and things like that.

But otherwise, it should likely be for your clients or for someone that you wish to work with on a more one on one or one on many type basis, like if you want to start selling your workshop into organizations.

You want them to book you to come in, fly in, teach them for two days, complete some some project, and leave, then you’ll probably want a a workshop to get them there so that they’re really warmed up. I was telling this to someone on feedback Fridays, how one of my coaches swears right now that the golden number of minutes that a person has to spend with you, I don’t know who I was sharing this with, is forty seven minutes before they are ready to move into higher ticket something or, like, working with you. So he’s like, everything should be like, you should be optimizing to get them to watch forty seven minutes of your content and then hit them with, I don’t think it’s as simple as this, by the way, but this is his idea. Oh, it was Katie. Perfect. Forty seven minutes. Okay.

Gotta have forty seven minutes. Let’s so don’t try to keep it short is is really the point. We don’t as copywriters, we know. If we can just keep people engaged and nodding along with us, then our copy is doing the right job.

Also true for your workshop. If you’re if they’re engaged and nodding along and and interested, intrigued, you don’t need to make it five minutes. People are like, I’ll just shorten it. Don’t.

Just just be a copywriter about it. Okay? So we start with the workshop registration page, obviously. Now you can make this whatever you want it to be.

Again, minimum viable. If you want a deadline, like a countdown timer on there, fine. Do what you wanna do with it. If you don’t, fine.

Don’t. If you autoplay versus don’t autoplay the workshop video, whatever, it’s fine.

Make it yours. All you need is a page. So this is the workshop registration page. The goal is to make it not just minimum viable, but, like, people think minimum viable is just, like, minimum, but it has to still be viable.

Right? So how do we get them to register successfully for this thing? A video goes a long way. Again, spending more time with you, you are selling yourself.

People are buying you. Get your camera your face on camera and talk in an engaging way that makes people feel like, I could work with this person. So we’re gonna diagnose the problem that’s gonna happen in the workshop, video selling them on the workshop, any motivators that they may have, extrinsic motivators. That’s the stuff coming from outside, not the internal, like, I want this, I need this, but rather countdown timers.

How many people have already attended this, the brands that you work with, all of those extrinsic motivators.

And then any registration that might have conditional fields. Right? So you might have a different field in place. And if you’re like, what are you talking about conditional fields?

Copy School Pro, the library has more on that.

But let’s say you’re like, okay. Well, I know people are coming to this page, and I won’t know anything about them. And I wanna make sure that if they are a really good lead, I’m able to follow-up with them really quickly. So I’m not just, like, passively watching them move through my funnel, but I can see that they’re from a brand I wanna work with or they’re a person. Like, I I recognize who they are.

What can I do? So that could be you set up conditions in your field, or conditional fields in your form based on different things like that. For example, if they sign up with a Gmail account, that doesn’t mean they don’t work for an organization. They just might use their personal Gmail, to sign up for things.

However, you can suppress any as just an example, you could say, if someone signs up with Gmail, Hotmail, you list out the other crappy things you don’t want in there, or you have email validation if that works for you. Whatever it is, we wanna make sure that if you’ve got an extra five minutes to spend on putting this registration form together, how do you send the right signals to yourself so you can do all the things and set up the zaps to Slack, etcetera, to make sure that you know who’s going through this funnel. You’re probably not gonna get ten thousand people going through it out of the gate.

Right? So if you’re getting one or two people a week, one or two people a day watching it, you should be very aware of who’s going through that so that you can actively follow-up with them. Ask for their phone number if you want to. You can always take that field off later, but ask for it out of the gate.

And if someone will give you their phone number, you should call that person right away. People don’t give out phone numbers because they’re like, I don’t know what you might do with it. They know you’re gonna call. Give if they give you their phone number, use their phone number.

Okay. I have much to say on the subject of workshop registration pages, but that’s the core of it. Then you have a confirmation page. That is where you’re going to actually show your prerecorded workshop.

They know it’s prerecorded unless you want to do it in such a way where it looks like it’s not, but that’s not the point here. They’re not customers. They’re not, consumers.

They are potential clients. So you’re just gonna show them a workshop that gets them ready to work with you. There’s gonna be a CTA at the end of the workshop. If you want to embed that, you post your workshop on Wistia, let’s say, then you can put in a CTA at the end of that workshop to register to have a call with you to go over to Calendly, to look below, whatever that thing might be. If there’s a scheduler that you’re embedding, perfect. If they have to go to another page, less perfect, better to, like, move this funnel along.

And then there’s an email flow. So these are the first pages. Right?

Register to watch the thing, watch the thing. And then come the emails. Have you watched the thing or not watched the things? Those are the trigger based emails.

If they have watched it, then they should move into that appointment booking funnel that you already set up last week. If they haven’t, then what? How do you get them back? Can you set up your video hosting to work with your CRM so that you know what happens or you can actually send an email when someone gets fifty percent of the way through?

Or can you not? If you can’t, that’s okay too, but we need to know those things that we’re optimizing and putting together the best possible minimum viable funnel. Alright. So you’ve got emails that you’ll wanna send out, and then you have a workshop post watch email flow.

So once they have watched, how do we get them pushed toward booking that appointment with you? And that could already be something that you’ve set up last week in order to move people to really book that appointment if they haven’t. So they’ve seen that they should, but they haven’t booked in yet. Let’s email them.

Alright.

That’s the heart and soul of the webinar funnel. You can set it up in a day. You should try to set it up in a day. You’ve already got stuff where you know about okay. So when you set up the appointment booking funnel, can you or can you not time the, like, the reveal of the scheduler? If you’re using Leadpages, you can.

Other tools, you can’t. Leadpages, that’s one of its cool, like, mechanisms, but it’s otherwise a really ugly tool, sadly, so it’s not that great to build on.

But you’ve already set that up. Okay? Other than that, it’s really just be a copywriter, sit down, outline both pages.

You’re your own customer at this point. So, yes, you have to do it fast. Yes. It’s minimum, but make sure it is a good job on, a page where your client would go like, well done. Why did you do it that way? And you know why you did it that way. You’re the client.

And that’s really it. This is all as expected. I’m rushing through it because I want you, frankly, to rush through it too when the time comes for you to do this work.

The core of the hard work is really in scripting that video and then recording and producing the workshop. So if you haven’t already got a workshop in place, go watch the lessons on getting your workshop in place and then put it together. That’s your diagnostic.

In a lot of cases, if not in all cases, you should have a diagnostic as part of that workshop.

And then the recording of the workshop is really just focusing your lead, in this case, on believing in you, on buying into working with you, on believing that this is finally a person who understands that they’re not just an order taker, but they can really help me be more strategic about the results that I’m looking to get.

That is it.

In the end, this is the one thing that might be a little different, which is getting us ready for our retargeting funnel, which is for your confirmation page. Whenever you have any confirmation page, you wanna make sure that you are telling any tool you might be retargeting in meta, Reddit, we learned about last week as a great place to do some retargeting, LinkedIn.

Go into those platforms, into the ads manager or whatever the thing is called in that case, and make sure you’re setting that as a goal where wherever you have a new confirmation page, you wanna make sure that those platforms know that for future use. It’s just a good practice when like, for an SOP. When you’re at the end of setting up a funnel, go into the platforms that you will eventually or that you may already be using and set up the page goal or the, like, the actual goal that you have. Set it up as a goal in there, and then make sure that the URL is tracking across all of those, which we’ll be talking about more next week in case you’re like, I don’t use that stuff.

K. We’ll talk about it next week. Don’t worry. Okay.

That is all. Any questions about this funnel?

Do you understand why, Abby? Go ahead.

Hey. Yeah.

I have a couple of questions if that’s okay.

Great. So the first one, so with the diagnostic workshop, one of the reasons I haven’t been promoting it publicly is because it’s what I do in Masterminds.

So I I don’t know. I just I guess I felt, like, kind of it didn’t weird about doing the same workshop, like, in exclusive paid Masterminds like that I do for free. Is that, like, a valid concern, or would you say just do it?

Yeah. I would just do it. I mean, it’s your IP. Did they buy it? Did they get are they licensing it in some way?

No. I just I guess because I want it to feel, like, a bit exclusive, like, when I’m selling it to when I’m pitching it to the mastermind host. Like, I I don’t want them to yeah. I want them to feel like they’re getting something, like, special.

I think okay. So you have a strategy there that’s outside of anything that we’ve talked about in CSP, so it’s not a thing that I’ve ever done. I haven’t gone into a mastermind and put a die like, done anything like that. So if that’s what you’re doing and you don’t feel that you own the IP enough and such.

And I don’t I know you do obviously own it. But you’re suggesting or you’re, like, kind of walking around under this, like, idea that because you’re saying it’s exclusive, you can’t put it here, then you’d have to come up with a different one or you have to decide, are you actually okay with that because it still is exclusive. They still have to register to get this, or you have to just come up with a different workshop then, something that’s going to make your prospective clients get excited about working with you. Are you getting enough work out of those masterminds that you should be giving something lesser slash different to your leads coming to you possibly via referral, possibly via all the work you’re otherwise doing.

So it’s a strategy question more than anything in that one lands on you.

Okay. Okay. Thanks, Jay.

Sure. Anything else, Abby?

I mean, the other question I was gonna ask, it just feels like a silly question was because I I have my workshop for my online course, and I don’t know. I just always have the question of, like, which should I be promoting? Like, which should be on my homepage? But I guess that’s just something for me to figure out, isn’t it?

You know, as you, like for your business too, Abby, as you think about the difference you have so you’ve got these two options. One, buy my course. Two, work with me.

If you’re optimizing it, it really depends on what you’re trying to do with your business. Right? And so it comes down to if you want to grow and if you wanna use your website to get people to work with you, it’s a high ticket solve, Then you should build it the way consultants do, which is get, like, a high level view. Everything is trying to get people to book a call with you because that’s where you close high ticket offers. Mhmm.

But you have the course as well.

Right?

So I would then say put on your evergreen hat, and that’s also a funnel, isn’t it, to get into your course as some form of revenue.

It’s an Evergreen webinar funnel.

Yeah. So it’s just two different places that they can register. One for something that’s lower ticket, one for something that’s ultimately higher ticket.

Yeah. Yeah. Okay. Thank you.

Yeah.

Okay. Cool. Anybody else have questions about these this funnel or even how it works with the appointment booking funnel or anything like that?

Does anybody have a workshop that should be on this registration confirmation page already, or is that also a thing you have to work on? Does anybody wanna share?

I have a script that I worked on this weekend, but and then, like, a diagnostic, like, sixty percent have thought through.

So it’s in the process.

Okay. So that’s something you’re gonna be working on this week, next week? Where does it sit?

That’s this week. I wanna have it recorded. So the diagnostic finished and it recorded and the funnel set up.

K. Cool beans. Dig it. Okay. Katie?

Yeah. I have, I think, all of this done k. Except for the trigger based emails. What are the I’m assuming a trigger is, like, clicked to watch.

What are the other triggers were?

Well, so it kind it does depend, and this comes out across the other, other flows as well. But the triggers are register typically. So I’m saying three.

Typically, registered, didn’t watch, registered, watched, and then then there would be a trigger for, like, either no activity or completed activity. Just have three. There’s, like, seven different trigger based sequences that you could put together here.

Yeah. This one I have started video, stopped video, completed video, but there’s multi like, it’s really just what is meaningful to you. It’s not gonna be one thing. It’s not gonna be, hey. You registered.

Because what if I registered and I watched? Then I don’t just wanna get pushed back to watch. But if I registered and I did not complete the video, again, this is where you have to part of the two the process is go in and check if Wistia, Vimeo, whatever you’re using, if it can track and if it can talk to your CRM or if you might even need, an inter like, a a not a fake CRM, but, like, a different one in the meantime, which is possible if it’s like oh, it only works with, I don’t know, Salesforce. And so you have to go and get, like, a free Salesforce account or something like that. But that’s the job to figure that out. But, yeah, back to your question. The ones I have listed here are started, stopped, completed video, but it could be different things that matter for you.

Yeah.

Okay. So I have the minimum viable version of this, which is the first email after the email that delivers the workshop has, like, a self segmenter, like, yes, I’ve watched or no, I’ve been meaning to. And then if they click on no, I’ve been meaning to, it takes them to the workshop page again.

And if they say yes, then they have, like, a different flow. But I will check what Vimeo can do for me.

Yeah. Yeah.

And it’s trickier, but, like, platforms like ClickFunnels and things like that are better at connecting Yep. To so that you can trigger emails based on on activity taken or not taken with a video. So, yeah, action taken taken. Yeah.

You’ve got the minimal one minimum one standing at least, so that’s great. Then if you just, like, block two hours to figure out these other questions, that should be plenty of time.

So just Yeah. I haven’t done any analytics set up at all on my new site, so that is, I think, gonna be a multi hour project.

Awesome. Yeah. I know very little about Vimeo. I know we have a Vimeo account, Sarah, we should add to our list.

But Wistia is the only one I really know anything about. So yeah. Okay. Cool?

McG?

Hey, Katie.

Yeah. Actually, you asked my question. So how does the ABF work with the workshop funnel?

Okay. Sure. Quick.

So all we want to do the emails that you’re writing will get, will get them pushed into the appointment booking funnel. So when you’re writing this workshop funnel, these emails, for anybody who has watched or even partly watched, but usually, like, completed watching, they should be moving into the appointment booking funnel. So what you have this set up and we go into the appointment booking funnel, which looks like this, then this is where they’re landing the post workshop appointment landing page. So they’ve watched the video, and now we’re sending them in any way we can to this. So that kicks off the post workshop appointment landing page, kicks off that, which kicks off the appointment confirmation page, and then the show up emails.

Okay.

Yeah. So this come so, basically, imagine the funnel is up here. That’s what I would imagine. Over here is where we have that, and it drops them down into this one. Okay?

Okay.

Okay. Gotcha. You’ll see those two working together, but I’m glad you asked. That’s awesome.

Cool. And I see Liesel is saying I need to work on mine. I have my diagnostic tool, but the workshop isn’t ready or scripted yet. And then another one, is our workshop something we should be talking about in Reddit comments? Yeah. Reddit is news to me.

We know we get leads in from Reddit, which is always awesome, but I I don’t know anything about Reddit at all. I try to avoid Reddit in my personal life because my husband’s addicted to it. And I’m like, I should probably stay away from addictive things.

But I would if you do it, go talk to others who’ve done it, and then, yeah, they’ll know.

Yeah. That’s the thing. Early Johnson just said Reddit is super sensitive to self promotion.

Early on, I think someone, like, a decade ago, my former partner at CopyHackers posted something that was self serving on Reddit for CopyHackers, and it didn’t go great. I don’t remember, but we were used to things going great. You say something and, like, things would go great, and it didn’t. And so I’ve been kind of shy on it since, because there’s other platforms that I know and can, like, work with.

But yeah. So just be careful there.

Okay. There we go.

Over sixty people DM me, so I sent them my workshop there. That’s awesome. So Abby has a good note for you on that, Liezl. Excellent.

Jenny, do you have a question about these funnels?

Mhmm. Yeah.

Yes. So kinda new here. So there’s, is there you said there’s workshops for, like, how to do our workshop and diagnostic and things like that that I should probably watch first for? Yeah.

Yeah. Yeah.

Okay. So I could just search that, like, search workshop, and it’ll come up.

And, Sarah, if you can send Jenny some of those links, just post them in Slack, and then we can make sure everybody who hasn’t done that, already who hasn’t watched the diagnostic, etcetera.

You betcha. There’s a thumbs up there. Awesome. Okay. Cool. Thank thank you.

Good. Yeah. There are many questions with the diagnostic, just so you know, just in advance. But you have access to the intensive freelancing where we also talk about your diagnostic in there. So you’ll have all of the the training that you need to get going, and then just, like, bring your version of the diagnostic to, feedback Fridays. Yeah.

Cool. Okay. Anybody else?

K. Stand this thing up. If you didn’t stand up the appointment booking funnel last week, you will feel behind. And that is not good because people already feel overwhelmed enough in life. So just hunker down, set aside a little bit of time, get last week’s funnel set up, get this week’s funnel set up. Do that before next not next Monday, the following Monday, and then you will feel good about the progress that you have made. Okay?

Alright.

Struggling Moments For My Leads

Struggling Moments For My Leads

Transcript

So what I have done, is something really fun. I took our prospect call transcripts, prospects to turn into clients, and I’ve worked out the the struggling moment. But then and also, you know, like, the different elements of the struggling moment. But then I want you to look at those struggling moments and pick out the functional struggle, the emotional struggle, and, you know, the social struggle.

So you will if you haven’t opened up your workbooks, I would love for you to first do that so you can kind of go through the examples because those are, you know, those are examples.

But but I want you to look at the example so you can get an idea of what we are even talking about. So when I share my Google Doc with you, I want you to be able to kind of look at it and go, okay. And this would be the functional struggle, and this would be the emotion struggle.

So open up your workbooks. I’m gonna share screen.

And what we’re going to do is we’re going to look at the workbook first, and then I’m gonna share a Google Doc with y’all where you would go ahead and do this exercise real time.

Alright. Cool.

Let’s get started.

And first up okay. Alright. Choose.

Okay. Cool. So this is what the section I want you to look at. The struggling moment is the seat for innovation.

Just scroll past this page. I want you to look at the examples here. So client comes in. You’ll get on a call.

Client says, okay. I wanna launch copy.

But then, of course, being the professionals you are, you will probe. You will ask.

And what they usually come up with would be some would be a story like this. And I’ll share our clients’ stories on probing.

And then from this, what you wanna look at is the functional struggle. So, okay, measurable decline in performance, social struggle, you know, people kind you’re like people are looking at you and all of that. And what’s the push force or what’s the you know, if there’s an emotional struggle to it, what what does that look like?

The more important thing that you need to ask yourself is why do you wanna kind of look at all of these struggles? Like, what does this help you do?

And use that to then direct the sales conversation. At least that’s what I do. It works out really, really well. And when you look at when you start to kinda pull the thread of either one of these struggles or if possible, all three and just kind of bring it together, it becomes so much easier to close clients at twenty k, thirty k, fifty k, hundred k. Right?

I have used this repeatedly just to kind of take time to really understand what the troubling moment really is. Because when a client comes and says, oh, I need website copy, it’s there’s something else going on.

You know? Why do they need website copy? And it’s fascinating because and I’m actually you know, because I can see this play out in in myself as a a buyer or as a client too. So right now, for instance, we are in the midst of speaking with, you know, designers and branding experts and all of that because we’re looking at a rebrand for our business.

So why I said it’s fascinating is because on calls with with branding strategist or with designers and things like that, the moment someone asks me oh, because we go in saying, oh, we wanna rebrand. Right?

Very straightforward.

But the caliber of a professional, like, it instantly kind of goes up in my mind when someone, like, takes the time to, like, clean forward and ask, okay. But why now? What’s happening right now that you’re looking to rebrand?

It just kind of opens up a whole thing for both Mike and me on that call. And I can only imagine that, and I hope that those strategists who are asking these questions are actually gonna use it when they kind of put our proposal together, when they send our quote together because I know it makes a difference. I always use struggling moments when I present my proposal to clients, especially for custom codes, and something like if they’ve, like, not just bought a package of the site, but they’ve taken time to fill out a form, and they met me for a call, and we have to give them a custom code.

I will use all of this in the proposal to basically present why we’re offering them what we’re offering them and what you know? And then what you’re charging them really kind of it’s not I’m not gonna say it becomes irrelevant, especially when they’re when you’re looking at fifty k, seventy five k packages.

It’s by no means irrelevant, but they can see exactly why they need it. What is the job that your service would actually be doing for their business.

So unlike my usual sessions where I have, like, a really nice slide deck and I have, like, tactical things and all, this one is very hands on. I just want you to understand what a struggling moment really is and learn to identify that in your own calls. Because if you’re not doing that right now, that is something you wanna fix right away.

So with that, do you have any questions before I yeah?

I do.

You say you use this during the sales call. Do you find this out in that triage call?

And then when you present, you know, back to your proposal, that’s when you pull this in?

Yes. Okay. So it’s in the triage call.

Okay.

And yeah.

I will basically use this definitely in the proposal, but I also kinda bring it up when we kick off. So when we kick off and I recap what’s in the project and, you know, who’s gonna be involved in the the the day c and all of that, I do mention why we’re doing what we’re doing because what I found and this is also true side note, this is also true for things like social proof. What I found, you need to like, once you’ve sold a client, you’d they you kinda need to have these, like, little mini selling points all through the process.

That works really, really well. Again, that’s just something I do. You don’t have to do it, but it just works really well. I’ve noticed.

Okay. Cool. So I’m gonna stop sharing. You should have it. Like, if you oh, wait. That’s the appointment you’re looking for. Anyways, let’s And what I’m going to do is drop a Google doc that I have created.

Fail.

So these are all clients from prospect calls that I’ve transcribed, and then let me go on the blank. Commenter.

Copy link. Okay. Cool.

Dropping the link in chat.

Oh, Lisa, good question. So you get this in the first fifteen minute call and then begin to it in the length here. One did that did Michelle’s question answer your question as well?

Oh, sorry.

So I do this a little differently, but I don’t want y’all to kind of digress from the process that, you know, y’all are going through.

In your case, I would look at the kind of try and get this get this struggle, in the fifteen minute call and then, yes, dig into it in the length of your call. That said, how I exactly do it and what Michelle calls the triage call is, again, this is my way to get, is I just do one call, and then I do proposal.

Right?

And I’ve done this for pretty much every project, but y’all also need to remember.

It’s I’ve been doing this for a while now, so there’s probably that at play. But, Katie, yes. Sometimes.

Depends.

For instance, it depends on a couple of different factors. If there are multiple people involved in the project, for instance, we just especially the corporate clients. So there’s this huge group of schools that I’ve been working with since last year.

There are multiple people involved in it. I’ve done one project with them. I’m working on a second project with them.

So in that case, always present it on a call because there are everyone wants to be involved in it.

But if it’s someone who we’ve worked with in the past, if it’s someone who has come through a referral, if it’s someone who is already sold on us, a podcast host, I mean, for that happens a lot.

I will not present it on a call.

Breaking rules? Yes. Maybe. But it just that it’s been working.

Yes, Leasel. With corporate clients, yes. Definitely. You will have to do two calls. You may even have to do more depending on the scope of the project.

For projects upwards of seventy five thousand dollars, I have done as many as in fact, with this particular client. Okay. We’ve done okay.

Three three calls, with different stakeholders.

So because there have been changes to, oh, we wanna include this. Now we wanna you know? So yeah.

Corporate times are a whole different thing. I I really love the size of the project.

It just takes me too much time.

Okay. Cool.

You should have the Google Doc in the chat. Open it up. And what I want you to kind of look at and put down is go through the struggling moment and leave your comments or just make your own comments as like, unmute yourself and tell me what you think is the functional struggle, what do you think is the emotional struggle, what do you think is the social struggle. So this is gonna be a very different call here.

Usually, yes. Three calls seems hard.

But this is for the second project. So they’ve already worked with me once. And, yeah, perfect times are whole different days.

Y’all should have commenting access, so feel free to leave comments if you want to.

Alright. Anyone wants to volunteer for the first one?

Well, I guess since nobody else go ahead.

Go ahead.

And it’s early in the morning, so I don’t know.

So functional struggle will probably be Clients who were interested were weren’t, signing up?

Yeah. Okay. Because?

Oh, because timing was too short.

Perfect. Yeah. K. Absolutely. Absolutely. Okay. Cool. K. Emotional struggle? I guess it was about from the yeah.

Go ahead.

Headspace and timing to they weren’t in the right headspace, and there was too short of time for them to spend that nine ninety seven.

Yeah. Yeah. And when you’re reading this, you also wanna think about this from the client point of view. Right?

Like, how is the client feeling emotionally about this this struggle that they’re coming up against? Because that’s what you wanna kind of lean into and talk about it. Oh, so you’re feeling this because our students or our, you know, our prospects aren’t getting enough time to convert. Is that right?

You know? So Okay. Yeah. But you’re really, really, you know, dialed in into this. This is really good, Michelle.

Yeah. Okay.

The social struggle, that’s where I’m kinda lost.

Yeah. And that is where for social struggle, you will see that you will need to start reading between the lines.

Okay.

You will need to start kinda looking at, okay.

What are they worried about? Like, what’s the perception here that they’re worried about? Is it is it that they don’t want to they they feel like, oh, we are being we are being pushy versus being intentional? Is it more that, oh, you know, people are going to maybe see me differently or won’t respect me if I do this or if I don’t do this.

So you gotta kinda read between the lines. That is where that is where your skills as someone who is, like, tuned into how people think, come into play Okay. And where doing a little bit of probing will help. So that’s not very the the, the social struggle is not usually straightforward.

Forward.

But, for instance, in the second second, client’s case, I worked on their website probably earlier this year, and her her social struggle was a little more straightforward. So take a look at that and see if you can kind of pick the social struggle there. Okay.

Anyone else wants to kinda weigh in with the first one?

I had for the social struggle and sorry sorry I was late, so I will catch the replay to catch myself up if I missed something. But I put, whose job is it to notice this?

Like, because potential on the part of the speaker, there was confusion around, like, it was brought up by a team member.

They didn’t even know about it. So then if I’m on that call as a copywriter, I would be noticing, like, oh, they don’t.

Like, there was a role missing in the strategy behind the trial and, like, who’s gonna fix this problem.

Absolutely. Which is exactly what happened in this case as well, Katie, is one, there was no one looking at the fact that customer support is getting all these requests about, hey. Can I get more time?

Right? Like, it just came up during their they have, like, a stand up meeting or a catch up meeting, what they call it, and and really random. Not even like, oh, you know, here’s something. So which is what then led us to work on what we did for them were, like, behavior based sequences that, a, not only we give them, like, an extended trial, but then we had, like, oh, if they went ahead and logged in, then we have, like, a different sequence kicking in versus people who weren’t logging in, versus people who, you know, were logging in and watching an x number of lessons.

So it the social struggle was no one was really watching what was going on with this trial that they were thinking for all purposes as kind of doing well, because and and what was happening was they were leaving a lot of people, in terms of, like, oh, who could who could just just needed a few more days to be able to convert. So, like I said, you need to kind of read between the lines there and do a little more probing.

But what they came in saying was, oh, we wanna increase conversions. But the point is and what they initially thought was they had a lead flow problem. Like, oh, we need more people coming into the funnel so we can increase conversions. But what they actually had was a current conversion problem. Like, people were coming in but were not converting because of the lack of time. And, like, you know, Michelle said the feeling of being they were interested, but they didn’t have the headspace and the timing.

Thing was really felt too short for them.

Alright. Who wants to take number two?

These are yes. We weren’t giving them time or room to build, breathe, or build belief. That’s like so they didn’t really need a seven day trial. They needed what we went with was actually a fourteen day trial, and more emails.

So because if I just sold them a seven day trial, it would have worked.

The result of the of increasing the, trial period or the result of presenting them with a fourteen day file package? Conversion to paid upgrades. Oh, yeah. Okay. So it’s been ninety so then these are all fairly recent projects that have wrapped up. So this it’s gonna it we completed ninety days of the funnel, say, thirty first of March. So, they in ninety days, they’ve been able to almost, I would say, two point five x their conversions, but, again which is great.

However, what we are now testing out is if we shorten it to about nine days instead of fourteen days, would that create more of an urgency and increase conversion? So that’s what we gotta do in the optimization phase of it. My reasoning for this is I noticed that a lot of people wait till the very last day to convert. So I’m just kinda curious to see if you, like, go from seven from we went from seven to fourteen. So if you go from fourteen to nine or even ten, does that, you know, shorten the cycle while basically either increasing or keeping the conversions the same.

They are they’re they’re pretty happy, so they’re open to testing, which is a good thing.

Because we can always go back to fourteen if, say, the nine, ten day experiment does not work out.

Alright.

Functional struggle can’t explain too easily and in a way that shows value. Bit of imposter syndrome in the self as a creator. Yes. Then yes.

In fact, you’re it’s so cool that you brought up the imposter syndrome thing because the thing is she’s not a SaaS marketer. So this client, is really cool. She’s a really, really big affiliate marketer. She’s got, like, millions and millions of followers, on Instagram and TikTok. And, she created this tool, like I’m sorry. Her husband basically created this tool because she was really frustrated with the link in bio options available to her. So so that imposter syndrome in her is pretty real because she doesn’t think of herself as a SaaS founder.

She still thinks of herself as, an affiliate marketer who’s playing, a SaaS founder. So it’s so cool that you, kind of picked on that.

Potential loss of authority from lack of credit. Exactly. You know?

She felt like, oh, she because she’s concerned, you know, like an expert and she like, loads of an affiliate marketers look up to her. She felt like, oh, I would be they would be seeing me as less than or as per you know? So that was really, really yeah. It is. But it’s very hard, I think, when you are a creator or founder, and I guess most of you would kind of relate to it is because, like, people were approaching her about it, and she had a successful beta run and all of that, but it just kind of, you know, feel like, I don’t really know. And she came in saying, okay. I need copy for this website.

It’s interesting. I’ll tell you what we kind of sold her once we’ve kind of gone through this. But okay. Cool.

Anyone else wants to weigh in? Johnson, potential loss of authority. Yeah. Perfect. That is exactly like, that is the social, struggle here for sure.

Cool. Anyone have anything else to add?

Nope? Okay. So this is a classic case. The client comes in saying, you know, oh, I need better copy for my affiliate link in bio website so people understand what this tool does.

But the thing is she did not have any messaging created for this. Like, she just created the tool, got, like, a very, very basic one page kind of a sign up, and she felt like, okay. Let’s just change words on the website to, you know, make it clearer. But what we had to start with was and all of you know this, we had to start with going back and looking at, okay, what is it that you were saying?

How are people talking? So we had to start with all the research. We had to put together her complete message brand messaging guide, and then the website copy. But then we because of the imposter syndrome emotional struggle and, you know, wanting to explain the tool easily and that potential.

All of these struggles kinda came together because we did not want that experience to end when people signed up for the tool.

So I was able to show her that she also needed the staff onboarding emails. She needed, you know, nurture emails so that people would go ahead and use the tool and then, of course, win back emails for people who churn because it’s a subscription.

So it went from being, oh, I need copy from my home page to describe what people you know, describe what this tool does to being a huge project, because we kinda took the time to really understand what was going on, which is the whole purpose of this call is for you to start doing a little more digging to understand what is the struggle, what is the job that a prospect is actually hiring your service to do for them.

Where did they receive that? Nope.

So she was putting in all her money. Like, she’d made she’s yeah. So not VC backed, but her husband and she were both, and, Abby, it’s so funny because, you had a post in, in the Slack community that I saw later, so I didn’t get a chance to comment on it. But where you mentioned about having a call with a founder, and then the husband was on the second call and, you know, having to kind of do the I mean, it’s it’s exactly the same here.

So, she came to us through a referral, someone I’ve worked with in the past, and then she was like, yeah. Completely sold. I want all of it and then some. And then, you know, her husband, because he’s the one who created it and is also partly funding it, wanted to get on another call, and it was, you know, like, again, do the whole same thing, walking them through it again.

So, yeah, was it hard to expand the scope by that degree with the client? No. Simply because I knew the problem that she was wanting to solve was not just I needed to be clearer.

The problem was I need to look like the expert I really am. I wanna keep my standing as this really, really top affiliate marketer.

I want my app to present me the way the like, the affiliate marketing world sees me as.

So nope.

It wasn’t.

Yeah. Image is huge. Exactly. Exactly. Yeah.

Absolutely, Johnson. So because I spent the and this is the whole purpose of this call is, essentially, I want you to take the time to really dig into what is the struggle that your audience is looking to solve, your prospect is looking to solve, so it becomes easier for you to to sell them your standardized offers.

In my case, it’s more custom. So, I don’t have, like, a standardized offer other than fully loaded launch, which in any case is now going to get overhauled and retired. But, I’ve started catching this stuff on the fly, little because I’ve been doing this for a while now.

The more you’ll do it oh, one thing that I will recommend is we all use AI note takers.

I still make notes by hand. I do use an AI notetaker to kind of go over things that I may have forgotten, especially if I wanna, you know, in big package cases and things like that where we need to kind of sit down and hash out what, quote unquote, the deliverables are gonna look like. But I’ve started, like, kind of, like I make notes and then I draw lines to kind of talk about, okay, this is what the struggle really is or this is what they’re trying to solve. So, highly recommend doing that too. It just kind of trains your brain to to start picking these things.

Yes, Ali. Fully loaded launch is getting replaced with something even better.

But, yeah, I will share that soon.

It is iconic. I know.

But, yeah, it’s been a while now. So, it’s run its course, and we’ve been customizing it way, way more often, which means that we need to kind of, yep, expand the the package and change it up and all of that. So that was what happened. It is a federal party.

Yeah. Yeah. That’s a really good idea. Probably should do that.

Give it a going the way it probably served us well.

Awesome. Cool. Alright. Let’s look at number three. This is someone that we recently recently closed, like, as recent as, like, the contract’s just gone out to them. So yeah.

Oh, by the fun fact, because I did this session last month I I think I did the session last month.

This is someone whose podcast I appeared on.

And after the part like, she’s the she’s the podcast host, so that will come out later. So after the podcast, she ended up, like, wanting to know more, and then she filled out a form. And this is what we kind of know, basically.

We’ll be working together. So, again, for those of you who’ve not seen that session and who are wanting to turn podcasts into client opportunities, would highly recommend listen to that one. But for now, look at this and tell me mhmm. Functional struggle. Okay. And our data value of the offer.

Cannot sustain effort across every business area. Yep. Yep.

Yeah.

Okay.

Feel free to unmute yourself if you got things to add if you don’t wanna kind of okay. Jenny, are there specific questions you ask clients so they go beyond sharing the surface level problem?

This isn’t converting, for example, to help them share with you what the shrugging moment really is.

I generally start by asking, well, so okay. What’s on your mind? You know?

You filled out I recap what they filled out the form for. So you mentioned you’ve got a launch that’s not being well. But, really, tell me what’s on your mind.

Opens up a whole lot of conversation. It’s not my question, though. I would highly recommend if you’ve not read the coaching habit by Michael Banda Stanier. I have been using this what’s in your mind question, thanks to him, for years.

It’s worked really, really well. So, I think it was Pat Flynn who sent me that book, but anyways, years ago. But it’s a really good book. It’s called The Coach and Habit. If you don’t have it, get it, read it, use it.

Yes, Abby. Love that book. Yeah. Same thing. Yeah.

That’s okay. Liesl, you are participating.

Alright.

Couldn’t articulate value of the offer.

Hired people in the past that didn’t work out. Nailed it. Cannot sustain effort across every business area. This is a really big one. Yeah.

She just felt like, oh, I’m struggling to kind of, you know, delegate these critical marketing tasks and all that fearful of letting someone else do it. That is definitely the emotional struggle.

She felt really trapped in the founder operator stage where she knew she should be giving it up, but when she would, it won’t work out. And here’s the interesting thing. In the past, when someone would say, I’ve worked with copywriters before, and it’s never worked out. So it’d be like a huge red flag for me.

Right? Like, I know people say like, oh, red flag. And I would because I’d heard that, I would be like, oh, yeah. I’m not gonna be working with them.

Never gonna work out.

But sometimes I’ve found not sometimes right now. Most of the times. In fact, I have quite a few client, stories and testimonials talking about how in the past they’ve hired and it’s not worked out, mainly because people don’t follow process. So I I’m just sharing this from the point of view that if a client comes to you and says that, don’t let that scare you off.

Do your digging to find out, okay, what happened?

What did they do? Like, what was their process like and all of that? In this landscape, they had lots of data that, as copywriters, had not even touched. So this is like someone who runs a systems business, who teaches other fractional CMOs how to, set up systems and processes and also they’ve got loads of data. Right? They’ve not done anything with it.

And the people that you’d hired in the past didn’t touch it.

So they might as well just been guessing at the copy they were writing, which is why it wasn’t converting, which is why I knew that we could do so much with it. Point being, like, that’s, like, a side story to tell you. Sometimes when you sometimes something becomes like an industry thing. Oh, if someone says they’ve worked with someone and not like the experience, you should not work with them.

Do your own due diligence.

Yeah. Okay. Rizal, yeah, you were about to ask that. So I hope that answers your question about project boundaries.

Social struggle. If they’re a podcast host, they’re in front of a lot of people. Yes. And they’ve got she’s got, like, I think, close to thirteen million subscribers on YouTube or something like that.

So, yes, that is definitely a social struggle. It’s like, okay.

What kind of life it would be exactly that, you know, this is what I’m gonna be doing, which is something that she did, you know, say it’s not in this in the summary here is, like, I cannot see myself doing this all the time because they’re you know, she’s got other programs. She’s obviously doing the delivery as well along with the rest of her team, but she couldn’t be stuck in the cycle of writing that copy.

The other interesting thing in all of these cases I would like you and why I picked recent ones is because AI. Right? Like, all these smart in tune with the market founders all know about AI, all know about Checkatrade, all know about cloud.

None of them want to take the time to sit down and be the, you know, the prompter or the feeder of, like, hand holder for for LLMs. They do not have the time or the patience.

That is the audience you wanna look at.

Because, one thing I’m always queue again, this is something that I hear a lot in the industry, so that’s why, again, I’m bringing this up is, like, oh, no one’s hiring copywriters.

I don’t know.

So but kind of looking at what is it that people really need solved, and she could, for all purposes, use AI to write her emails for her.

But, yeah, she knows that she does not have the time or the patience. It just feels faster for her to do it herself or repurpose some of her past launch emails even though she knows they probably won’t do as well. But, yeah, that’s the alternative.

Okay. Cool. Anyone wants to weigh in on functional struggle, emotional struggle, social struggle?

Yeah. What kind of life this will be? That’s so true, Donaldson. Like, that is exactly, like and I think you probably even said this on the call. It’s like, I cannot imagine doing this, all of this year and next year. This is not sustainable.

Bernadette, would you say that loss of face is, like, the overarching theme of the social struggle, like, that that most of the time, it’s some kind of worry about loss of perceived status or authority?

Yeah. I would say that. Yeah. You know, fear of losing reputation as an expert, fear of feeling, that people won’t see you in that light that you you want them to see. That is definitely an overarching theme.

Other things that have come up in social struggle has been, you know, their their position as the founder.

They feel like again, it’s because it’s social, it’s kind of like, oh, you know, I’m not it’s been I’ve been doing this for, like, a few years. It just feels like I’m bringing it, and I want that to change.

So but, yeah, mainly, it’s a lot to do with their internal, you know, thoughts and feelings about how others would perceive it, which is the whole social element. Yeah.

Anything else? Any other questions?

Any other insights on any of these?

Okay. Cool.

Alright.

So those of you who are new, something that I tend to do in my calls is give you homework.

So I want you to pull a transcript of one of your prospect calls and put it together into a similar Google Doc like this and share what you think would be the functional, emotional, social struggle or the you know, what would what are you in your in your opinion there? And then share it with me, of course, the rest of the, you know, CSP crew. In fact, please tag me. I tend sometimes tend to miss notifications otherwise.

But, yeah, I would love for you all to do that.

Just kind of start building those muscles trying to pick what clients are really struggling with so you don’t again, this is a step closer to what’s going from being an order taker to someone who starts looking at, okay, what is it that they really need and, yeah, how can I help them? Okay. In this particular client’s case, because I realized I didn’t talk about this, So in her case, for instance, she came in saying that I need help writing evergreen emails. Right?

So easy for me to say, okay. Yeah. Excitingly evergreen would be perfect for you. But because I know she has a lot of data, because I knew that she also wants, you know, to get consistent sales, Instead of just selling her a package, what we’ve done is, of course, you’ll be doing all of her evergreen sequence, but then I’m also doing a quarterly retainer with her where I’m doing her flash sales and I’m doing her, I’m doing newsletters for, people who are not, you know, who went through the webinar but did not buy and flash sales for the larger audience.

So that’s a quarterly retailer. So instead of just being a one off package now, I have a ongoing thing with her for her to help her sell consistently beyond the Evergreen funnel as well.

So in every case in all these three cases, and this yeah. This is pretty much what we’ve seen over the last few years is understanding what an aspect is really, really struggling with helps you sell, be it, and close bigger packages.

Makes it easier for your in in your case, in all your cases because you are creating your standardized offers, and I want you to kinda focus on that.

You wanna start looking at, okay, how does our standardized how does my standardized offer help this client so that and once you start pulling at the struggle, you’ll find that it becomes that much easier for you to close that time because you’re not just saying, oh, I’m gonna be giving you a webinar funnel, or I’m gonna I’m gonna be giving you a website copy, or I’m gonna be giving you an evergreen funnel. No. You’re solving a much bigger problem than that.

Cool.

Alright. Yeah.

Katie, go ahead.

Okay. So I had I had this question before, but what you just said dovetail nicely into it. On on expanding the scope, So I did a preliminary like, of my standardized offer of the three back end funnels, I, sold the initial strategy as a stand like, basically, as a downsell on the sales call.

They said we’re not the whole thing.

I said, okay. Let’s just do the strategy.

While doing that road map, I identified that when it came to the back end offer, like, there was a lot of potential like, they didn’t have the core messaging dialed in for that back end offer enough to want to do the back end for that as well. So in the initial sales call, I had pitched the post sale profit system for both offers.

Mhmm. On the road map presentation call, I pitched post step profit system for the signature offer and then message optimization for the Mhmm. Back end offer.

Mhmm. But that felt like it because that hadn’t come up in the conversation before, it opened a can of worms that they weren’t expecting.

And so it was a muddier conversation because where I probably could have had a very clean clothes on, you know, just doing the back end sales, then we were also talking about an offer that they hadn’t considered that they needed. So it was something that I had spotted as a deeper need, but they weren’t thinking about that yet.

So I guess similar to the affiliate marketer Mhmm. Like, when you’re introducing when you see the deeper need, do you what is your sequencing, I guess, around, like, when you would bring something up like that? Or do you have any tips on how to bring that into the conversation without kind of throwing people, from what they expected?

I tied into the overall goal. Right? So what is again, going back to what was she trying to accomplish? She wanted that it people who bought her LinkedIn bio tool would feel confident and also, you know, continue to see her as the expert that she is when it comes to affiliate marketing.

And not having a proper onboarding nurture term sequence or win back sequence would mean that once they buy, there’s post purchase experience isn’t going to be great because they’re gonna be only getting either ordinary templated emails or maybe no email. Worse, you know, no emails at all. So in my proposal, essentially and I because I did not have another call with her. This was just a single call, close.

So in my proposal, I presented the custom package, and I explained my reasoning for including all of these emails as a you know, along with the exact kind of the same explanation that I just gave you is that since our goal is to a, b, and c, I recommend we have these emails in place.

And, oh, no. This is the affiliate marketer. And that is when her husband wanted to kind of get on a call and say ask, okay.

What would we be doing? What would be the purpose and all that?

So yeah. So I did do two calls with them.

One with her and then one with her and her husband.

So I would present it in the proposal. In your case, I feel I again, I don’t know, Mike, but, did you explain your reasoning?

Or Yes.

Yeah. And then and then because my presentation had, like, a very clear segue into and, like and then then this is where you sign, and then the call was, like, forty five minutes longer than I expected while we discussed my reasoning. So, that’s that’s kind of where I was like, oh, this could have gone better. Or maybe I should’ve, like, maybe I should’ve held off until the proposal, and then Mhmm. They’ll only introduce that offer once they had said yes to the initial offer. I could have introduced it Yeah.

As well add on or Yeah.

Yeah. Yeah. Again, I mean, there’s so much here, like, that we don’t really know about, like, the the time there. You know, what was said that they’re trying to solve and things like that. But, yeah, we’re kind of testing out to see whether you present your findings, but then based on your findings, you present your offer to them when you present your proposal.

Mhmm.

So if someone comes for you for something and you identify through your initial research that the deeper need is that they need something else, and that something else will allow you to deliver better what they said they needed, would that be a would that be a deal breaker for you?

If they were to say no Mhmm. Would that be a deal deal breaker for me?

There was a time when it would probably have been like, oh, hey. I know.

But the the level of business owners that I’m kinda working with right now, honestly, I let them know that, okay. Hey. This is what I can see happening if we are to do this, this, and this. At the same time, I understand that a business has other goals, marketing asset allocations, etcetera, etcetera. So if you want, we can push this for later. If you wanna do it on your own later, that’s also cool. But yeah.

Right now, it’s not.

In most cases, they’re willing to kind of park it as a project as a second project.

And if not I mean, again, I did my job of letting them know that this is what would make more of a difference to you. At the end of the day, it’s their business.

So I’m not yeah.

I’m not gonna kind of let myself get walk away from, say, a five figure project because of something that my goal is is, like, don’t let your ego play the game. Just keep focus on and focus on the data. Focus on what you’re investing to do. So yeah.

Because there’s a time where I play it. Yeah. No. I’m the expert here. I know what I’m saying.

I know this would make more of a difference. It would be a whole thing and, like, reach that level of maturity where I’m like, cool. I’ve set my peace, your business, your decision.

I thank you. I aspire to that level of maturity. Working on it.

Yeah. I had the same approach with hiding for my copy as well, but there was a time when I would say, nope.

Nope. Nope. No. No making any changes to my copy. It’s like every single line was based on research and stuff and stuff. Now, again, I explained my reasoning.

I let them know. But if they like, for instance, this affiliate marketer, she would have, like she had very specific things around certain words. Right? So I explained why, but she would be like, no.

Okay. But I feel like my ideal client would put it in. Like, okay. It’s again.

It’s your business.

Alright. Cool. Any other questions? That was those were really good questions, Katie.

Nope?

Okay. Cool.

Alright.

I I know there are ask you a quick question if there’s time.

Sure.

Sure. Yeah. I mean, I’m trying to think how to phrase it as a question. So because, basically, I’m just I’m having hiring pains at the moment.

Okay.

And it’s just making me feel really bad because, like, I didn’t like, the people I’m hiring, they’re just making me look bad to to the client because they keep making mistakes. And then when I’m trying to, like and then I’m having to quality control, and then it’s just taking longer. And I’ve just I feel like I’ve made quite a few bad hires. And I was just wondering if you’ve, like, experienced that or if it you know? Because I’m like, is it me, or is this just part of the learning curve?

It’s part of the learning curve, Abby. I’m sorry to hear that it’s happening. We’ve had our fair share of bad hires.

You know, we worked with, a lot. We we work with a lot of different contractors, which is right now, once we find a really good contractor, I, yeah, I hold on to them for dear life.

But, but it is part of the learning curve.

You may wanna take a look at things like, okay, your onboarding, your processes, and everything. But once you’ve done your own thing, there is which is exactly what I was talking about. You know, like, when people say, oh, we worked with a copywriter, and it wasn’t a great experience. Sometimes it really isn’t the client.

It is the copywriter. I’m sorry, but it’s it’s true. Right? So similarly, in your case, sometimes it’s not you.

It is the contractor. Right? So you need to kind of take a dispassionate look or have someone take a dispassionate look at your processes, your onboarding, your, you know, communication, and if there are no gaps, then it’s probably that person and you need to cut them loose.

So Yeah.

This is very popular, and I am obviously not the one who’s come up with it. But I believe in this for me. It’s like hire slow and fire fast. Fast. I would not Mhmm.

Hold on to someone who’s making us look bad in front of a client that is so, not them. Yeah.

Yeah.

I’ve just had I’ve had a bit of a streak of bad luck, and I don’t know if it’s first.

I think it’s just, like, the lack of care. Like, it really, like, baffles me how little some people care. Like, as I’d like the mistakes I make, and it’s like, how, you know, how what makes you think that’s okay? Like and I I just hate it because I’m, like, selling a, like, a a premium service. And then when the mistake it just makes me feel awful. Like, there’s so much stress, but and I’m struggling to see, like, the light at the end of the tunnel because it has been, like, four people in a row now.

But yeah, I for the same role?

Different roles, like the designer, web developer, and automation, email automation expert. It’s just every time, it’s just been the lack of care and attention to detail.

Yeah. Yeah. I totally relate.

And, again, like I said, really sorry. It is part of the learning curve.

It is hard. Are you hiring based on referrals?

I’m hiring from within the Copiacus community, and then people I’ve worked with before. So kind yeah. Like, I haven’t I haven’t received, like, a really good referral yet.

Someone that, like like, if if if it was someone that, like, someone I trusted vouch for, I think I’d have a better experience. But, yeah, that person just hasn’t kind of come up yet.

So Yeah.

That’s really unfortunate.

It is, things that I’ve worked in the past for us have been basically I’ve always hired on referral. I’ve always as much as possible.

Always hired and run with a couple of test projects and with very little margin for error, basically.

Mhmm.

And so test projects are really important. If you’re not doing test projects, that is something you may wanna add in.

We pay them for the project, but, yeah, kind of gives you an idea of how they, communicate and things like that.

And like like I said, the other thing is it’s kind of evaluating and seeing whether, whether our own processes have a gap somewhere and need need fine tuning.

But but also making it very clear when we hire them, like, things like, okay. Time lines are key, and we just don’t have any wiggle room around that. Like, things like okay. Anything that’s gonna be directly impacting the client.

Because at the end of the day, the buck stops with you. Right? Yeah. I mean, it’s your name.

It’s your brand. Your client does not care whether you’re working with someone else for research. If your editor is sick, that is not your client’s problem.

So those are things that like, making sure that everyone that we hire has the same value system as that when it comes to so having those conversations early on has really, really helped. Like, in the initial conversations, whether it’s been with our editor, whether it’s been with a person who worked for research.

Full disclosure, we’ve had a designer in the past we preferred who’s dropped the ball for our clients. Like, never again would I ever send another person their way. Like, I don’t care what happened.

But yeah. So point being, these are certain things that have worked well for us, but it is unfortunate there are like, it’s it’s hard to find good talent.

Yeah. Yeah. It’s just the the emotional problems I think of, like, when you’re letting go of that control for the first time, which is really scary anyway.

And then Yeah.

Yeah.

And then And then people drop the ball.

Yeah. What?

And then what you fear happens happens, and it’s just Yeah. Yeah.

Yeah. Yeah. I know. I know. Which is why when, like, the first few times we worked with people who went above and beyond, I was like, oh, yeah. This is amazing.

Mhmm.

Never gonna work with anyone else again.

But, yeah, Punez, I would say ask people for referrals, like, instead of, like, hiring like, when you say when you’re hiring from within the community, is it, like, do you say, okay.

I have an opening for this, or do you say, okay. I’m looking for this person. Do you have any referrals? And when people refer, do you ask, have they worked with them? What was their experience like?

Like, what’s that process look like?

Yeah. I mean, it was more just people, like because I was a coach in freelance school for a while, so I had a, like, contact with people on, like, Friday socials and stuff. So I’d spent quite a lot of time with this person, who I’m thinking of. So I felt good hiring them.

And then yeah. I don’t know. I think it’s just like, what I find with freelancers, I think, is they’re watching their profitability so much that it means they, like, don’t spend as long as they should on quality control.

Is Pardon Frozen? Is it just me? Yeah. Okay.

Well, it doesn’t look like she’s gonna unfreeze.

Yeah. I mean, I think we’re at time anyway.

Yeah. I gotta go.

I might wait. I’ll wait for her to come back. Bye, Michelle.

Bye.

Anyways, let’s just kind of wrap this up.

Abby, feel free to, like, if some like, let let us know if there’s, like, a specific role you’re looking to hire for or whatever. If, you know, anyone comes to mind, I will definitely share referrals.

But all of this to say, yeah, this is par for the course, unfortunate, but, yeah, you Everyone’s gone through this. It’s a rite of passage.

It’s all No. I think I needed to hear that. Thank you, Prana.

Yeah.

You’re welcome. Alright. Thank you so much, everybody. I hope you all had fun. I want to see some struggling moments, from your transcripts in Slack next week.

So please tag me, and I will set up scheduled reminders to check-in with you all otherwise. Alright. Thank you, everyone. Bye.

Worksheet

Take Action: Funnels & Goals (pp. 24 – 27) 

Worksheet

Take Action: Funnels & Goals (pp. 24 – 27) 

 

Transcript

So what I have done, is something really fun. I took our prospect call transcripts, prospects to turn into clients, and I’ve worked out the the struggling moment. But then and also, you know, like, the different elements of the struggling moment. But then I want you to look at those struggling moments and pick out the functional struggle, the emotional struggle, and, you know, the social struggle.

So you will if you haven’t opened up your workbooks, I would love for you to first do that so you can kind of go through the examples because those are, you know, those are examples.

But but I want you to look at the example so you can get an idea of what we are even talking about. So when I share my Google Doc with you, I want you to be able to kind of look at it and go, okay. And this would be the functional struggle, and this would be the emotion struggle.

So open up your workbooks. I’m gonna share screen.

And what we’re going to do is we’re going to look at the workbook first, and then I’m gonna share a Google Doc with y’all where you would go ahead and do this exercise real time.

Alright. Cool.

Let’s get started.

And first up okay. Alright. Choose.

Okay. Cool. So this is what the section I want you to look at. The struggling moment is the seat for innovation.

Just scroll past this page. I want you to look at the examples here. So client comes in. You’ll get on a call.

Client says, okay. I wanna launch copy.

But then, of course, being the professionals you are, you will probe. You will ask.

And what they usually come up with would be some would be a story like this. And I’ll share our clients’ stories on probing.

And then from this, what you wanna look at is the functional struggle. So, okay, measurable decline in performance, social struggle, you know, people kind you’re like people are looking at you and all of that. And what’s the push force or what’s the you know, if there’s an emotional struggle to it, what what does that look like?

The more important thing that you need to ask yourself is why do you wanna kind of look at all of these struggles? Like, what does this help you do?

And use that to then direct the sales conversation. At least that’s what I do. It works out really, really well. And when you look at when you start to kinda pull the thread of either one of these struggles or if possible, all three and just kind of bring it together, it becomes so much easier to close clients at twenty k, thirty k, fifty k, hundred k. Right?

I have used this repeatedly just to kind of take time to really understand what the troubling moment really is. Because when a client comes and says, oh, I need website copy, it’s there’s something else going on.

You know? Why do they need website copy? And it’s fascinating because and I’m actually you know, because I can see this play out in in myself as a a buyer or as a client too. So right now, for instance, we are in the midst of speaking with, you know, designers and branding experts and all of that because we’re looking at a rebrand for our business.

So why I said it’s fascinating is because on calls with with branding strategist or with designers and things like that, the moment someone asks me oh, because we go in saying, oh, we wanna rebrand. Right?

Very straightforward.

But the caliber of a professional, like, it instantly kind of goes up in my mind when someone, like, takes the time to, like, clean forward and ask, okay. But why now? What’s happening right now that you’re looking to rebrand?

It just kind of opens up a whole thing for both Mike and me on that call. And I can only imagine that, and I hope that those strategists who are asking these questions are actually gonna use it when they kind of put our proposal together, when they send our quote together because I know it makes a difference. I always use struggling moments when I present my proposal to clients, especially for custom codes, and something like if they’ve, like, not just bought a package of the site, but they’ve taken time to fill out a form, and they met me for a call, and we have to give them a custom code.

I will use all of this in the proposal to basically present why we’re offering them what we’re offering them and what you know? And then what you’re charging them really kind of it’s not I’m not gonna say it becomes irrelevant, especially when they’re when you’re looking at fifty k, seventy five k packages.

It’s by no means irrelevant, but they can see exactly why they need it. What is the job that your service would actually be doing for their business.

So unlike my usual sessions where I have, like, a really nice slide deck and I have, like, tactical things and all, this one is very hands on. I just want you to understand what a struggling moment really is and learn to identify that in your own calls. Because if you’re not doing that right now, that is something you wanna fix right away.

So with that, do you have any questions before I yeah?

I do.

You say you use this during the sales call. Do you find this out in that triage call?

And then when you present, you know, back to your proposal, that’s when you pull this in?

Yes. Okay. So it’s in the triage call.

Okay.

And yeah.

I will basically use this definitely in the proposal, but I also kinda bring it up when we kick off. So when we kick off and I recap what’s in the project and, you know, who’s gonna be involved in the the the day c and all of that, I do mention why we’re doing what we’re doing because what I found and this is also true side note, this is also true for things like social proof. What I found, you need to like, once you’ve sold a client, you’d they you kinda need to have these, like, little mini selling points all through the process.

That works really, really well. Again, that’s just something I do. You don’t have to do it, but it just works really well. I’ve noticed.

Okay. Cool. So I’m gonna stop sharing. You should have it. Like, if you oh, wait. That’s the appointment you’re looking for. Anyways, let’s And what I’m going to do is drop a Google doc that I have created.

Fail.

So these are all clients from prospect calls that I’ve transcribed, and then let me go on the blank. Commenter.

Copy link. Okay. Cool.

Dropping the link in chat.

Oh, Lisa, good question. So you get this in the first fifteen minute call and then begin to it in the length here. One did that did Michelle’s question answer your question as well?

Oh, sorry.

So I do this a little differently, but I don’t want y’all to kind of digress from the process that, you know, y’all are going through.

In your case, I would look at the kind of try and get this get this struggle, in the fifteen minute call and then, yes, dig into it in the length of your call. That said, how I exactly do it and what Michelle calls the triage call is, again, this is my way to get, is I just do one call, and then I do proposal.

Right?

And I’ve done this for pretty much every project, but y’all also need to remember.

It’s I’ve been doing this for a while now, so there’s probably that at play. But, Katie, yes. Sometimes.

Depends.

For instance, it depends on a couple of different factors. If there are multiple people involved in the project, for instance, we just especially the corporate clients. So there’s this huge group of schools that I’ve been working with since last year.

There are multiple people involved in it. I’ve done one project with them. I’m working on a second project with them.

So in that case, always present it on a call because there are everyone wants to be involved in it.

But if it’s someone who we’ve worked with in the past, if it’s someone who has come through a referral, if it’s someone who is already sold on us, a podcast host, I mean, for that happens a lot.

I will not present it on a call.

Breaking rules? Yes. Maybe. But it just that it’s been working.

Yes, Leasel. With corporate clients, yes. Definitely. You will have to do two calls. You may even have to do more depending on the scope of the project.

For projects upwards of seventy five thousand dollars, I have done as many as in fact, with this particular client. Okay. We’ve done okay.

Three three calls, with different stakeholders.

So because there have been changes to, oh, we wanna include this. Now we wanna you know? So yeah.

Corporate times are a whole different thing. I I really love the size of the project.

It just takes me too much time.

Okay. Cool.

You should have the Google Doc in the chat. Open it up. And what I want you to kind of look at and put down is go through the struggling moment and leave your comments or just make your own comments as like, unmute yourself and tell me what you think is the functional struggle, what do you think is the emotional struggle, what do you think is the social struggle. So this is gonna be a very different call here.

Usually, yes. Three calls seems hard.

But this is for the second project. So they’ve already worked with me once. And, yeah, perfect times are whole different days.

Y’all should have commenting access, so feel free to leave comments if you want to.

Alright. Anyone wants to volunteer for the first one?

Well, I guess since nobody else go ahead.

Go ahead.

And it’s early in the morning, so I don’t know.

So functional struggle will probably be Clients who were interested were weren’t, signing up?

Yeah. Okay. Because?

Oh, because timing was too short.

Perfect. Yeah. K. Absolutely. Absolutely. Okay. Cool. K. Emotional struggle? I guess it was about from the yeah.

Go ahead.

Headspace and timing to they weren’t in the right headspace, and there was too short of time for them to spend that nine ninety seven.

Yeah. Yeah. And when you’re reading this, you also wanna think about this from the client point of view. Right?

Like, how is the client feeling emotionally about this this struggle that they’re coming up against? Because that’s what you wanna kind of lean into and talk about it. Oh, so you’re feeling this because our students or our, you know, our prospects aren’t getting enough time to convert. Is that right?

You know? So Okay. Yeah. But you’re really, really, you know, dialed in into this. This is really good, Michelle.

Yeah. Okay.

The social struggle, that’s where I’m kinda lost.

Yeah. And that is where for social struggle, you will see that you will need to start reading between the lines.

Okay.

You will need to start kinda looking at, okay.

What are they worried about? Like, what’s the perception here that they’re worried about? Is it is it that they don’t want to they they feel like, oh, we are being we are being pushy versus being intentional? Is it more that, oh, you know, people are going to maybe see me differently or won’t respect me if I do this or if I don’t do this.

So you gotta kinda read between the lines. That is where that is where your skills as someone who is, like, tuned into how people think, come into play Okay. And where doing a little bit of probing will help. So that’s not very the the, the social struggle is not usually straightforward.

Forward.

But, for instance, in the second second, client’s case, I worked on their website probably earlier this year, and her her social struggle was a little more straightforward. So take a look at that and see if you can kind of pick the social struggle there. Okay.

Anyone else wants to kinda weigh in with the first one?

I had for the social struggle and sorry sorry I was late, so I will catch the replay to catch myself up if I missed something. But I put, whose job is it to notice this?

Like, because potential on the part of the speaker, there was confusion around, like, it was brought up by a team member.

They didn’t even know about it. So then if I’m on that call as a copywriter, I would be noticing, like, oh, they don’t.

Like, there was a role missing in the strategy behind the trial and, like, who’s gonna fix this problem.

Absolutely. Which is exactly what happened in this case as well, Katie, is one, there was no one looking at the fact that customer support is getting all these requests about, hey. Can I get more time?

Right? Like, it just came up during their they have, like, a stand up meeting or a catch up meeting, what they call it, and and really random. Not even like, oh, you know, here’s something. So which is what then led us to work on what we did for them were, like, behavior based sequences that, a, not only we give them, like, an extended trial, but then we had, like, oh, if they went ahead and logged in, then we have, like, a different sequence kicking in versus people who weren’t logging in, versus people who, you know, were logging in and watching an x number of lessons.

So it the social struggle was no one was really watching what was going on with this trial that they were thinking for all purposes as kind of doing well, because and and what was happening was they were leaving a lot of people, in terms of, like, oh, who could who could just just needed a few more days to be able to convert. So, like I said, you need to kind of read between the lines there and do a little more probing.

But what they came in saying was, oh, we wanna increase conversions. But the point is and what they initially thought was they had a lead flow problem. Like, oh, we need more people coming into the funnel so we can increase conversions. But what they actually had was a current conversion problem. Like, people were coming in but were not converting because of the lack of time. And, like, you know, Michelle said the feeling of being they were interested, but they didn’t have the headspace and the timing.

Thing was really felt too short for them.

Alright. Who wants to take number two?

These are yes. We weren’t giving them time or room to build, breathe, or build belief. That’s like so they didn’t really need a seven day trial. They needed what we went with was actually a fourteen day trial, and more emails.

So because if I just sold them a seven day trial, it would have worked.

The result of the of increasing the, trial period or the result of presenting them with a fourteen day file package? Conversion to paid upgrades. Oh, yeah. Okay. So it’s been ninety so then these are all fairly recent projects that have wrapped up. So this it’s gonna it we completed ninety days of the funnel, say, thirty first of March. So, they in ninety days, they’ve been able to almost, I would say, two point five x their conversions, but, again which is great.

However, what we are now testing out is if we shorten it to about nine days instead of fourteen days, would that create more of an urgency and increase conversion? So that’s what we gotta do in the optimization phase of it. My reasoning for this is I noticed that a lot of people wait till the very last day to convert. So I’m just kinda curious to see if you, like, go from seven from we went from seven to fourteen. So if you go from fourteen to nine or even ten, does that, you know, shorten the cycle while basically either increasing or keeping the conversions the same.

They are they’re they’re pretty happy, so they’re open to testing, which is a good thing.

Because we can always go back to fourteen if, say, the nine, ten day experiment does not work out.

Alright.

Functional struggle can’t explain too easily and in a way that shows value. Bit of imposter syndrome in the self as a creator. Yes. Then yes.

In fact, you’re it’s so cool that you brought up the imposter syndrome thing because the thing is she’s not a SaaS marketer. So this client, is really cool. She’s a really, really big affiliate marketer. She’s got, like, millions and millions of followers, on Instagram and TikTok. And, she created this tool, like I’m sorry. Her husband basically created this tool because she was really frustrated with the link in bio options available to her. So so that imposter syndrome in her is pretty real because she doesn’t think of herself as a SaaS founder.

She still thinks of herself as, an affiliate marketer who’s playing, a SaaS founder. So it’s so cool that you, kind of picked on that.

Potential loss of authority from lack of credit. Exactly. You know?

She felt like, oh, she because she’s concerned, you know, like an expert and she like, loads of an affiliate marketers look up to her. She felt like, oh, I would be they would be seeing me as less than or as per you know? So that was really, really yeah. It is. But it’s very hard, I think, when you are a creator or founder, and I guess most of you would kind of relate to it is because, like, people were approaching her about it, and she had a successful beta run and all of that, but it just kind of, you know, feel like, I don’t really know. And she came in saying, okay. I need copy for this website.

It’s interesting. I’ll tell you what we kind of sold her once we’ve kind of gone through this. But okay. Cool.

Anyone else wants to weigh in? Johnson, potential loss of authority. Yeah. Perfect. That is exactly like, that is the social, struggle here for sure.

Cool. Anyone have anything else to add?

Nope? Okay. So this is a classic case. The client comes in saying, you know, oh, I need better copy for my affiliate link in bio website so people understand what this tool does.

But the thing is she did not have any messaging created for this. Like, she just created the tool, got, like, a very, very basic one page kind of a sign up, and she felt like, okay. Let’s just change words on the website to, you know, make it clearer. But what we had to start with was and all of you know this, we had to start with going back and looking at, okay, what is it that you were saying?

How are people talking? So we had to start with all the research. We had to put together her complete message brand messaging guide, and then the website copy. But then we because of the imposter syndrome emotional struggle and, you know, wanting to explain the tool easily and that potential.

All of these struggles kinda came together because we did not want that experience to end when people signed up for the tool.

So I was able to show her that she also needed the staff onboarding emails. She needed, you know, nurture emails so that people would go ahead and use the tool and then, of course, win back emails for people who churn because it’s a subscription.

So it went from being, oh, I need copy from my home page to describe what people you know, describe what this tool does to being a huge project, because we kinda took the time to really understand what was going on, which is the whole purpose of this call is for you to start doing a little more digging to understand what is the struggle, what is the job that a prospect is actually hiring your service to do for them.

Where did they receive that? Nope.

So she was putting in all her money. Like, she’d made she’s yeah. So not VC backed, but her husband and she were both, and, Abby, it’s so funny because, you had a post in, in the Slack community that I saw later, so I didn’t get a chance to comment on it. But where you mentioned about having a call with a founder, and then the husband was on the second call and, you know, having to kind of do the I mean, it’s it’s exactly the same here.

So, she came to us through a referral, someone I’ve worked with in the past, and then she was like, yeah. Completely sold. I want all of it and then some. And then, you know, her husband, because he’s the one who created it and is also partly funding it, wanted to get on another call, and it was, you know, like, again, do the whole same thing, walking them through it again.

So, yeah, was it hard to expand the scope by that degree with the client? No. Simply because I knew the problem that she was wanting to solve was not just I needed to be clearer.

The problem was I need to look like the expert I really am. I wanna keep my standing as this really, really top affiliate marketer.

I want my app to present me the way the like, the affiliate marketing world sees me as.

So nope.

It wasn’t.

Yeah. Image is huge. Exactly. Exactly. Yeah.

Absolutely, Johnson. So because I spent the and this is the whole purpose of this call is, essentially, I want you to take the time to really dig into what is the struggle that your audience is looking to solve, your prospect is looking to solve, so it becomes easier for you to to sell them your standardized offers.

In my case, it’s more custom. So, I don’t have, like, a standardized offer other than fully loaded launch, which in any case is now going to get overhauled and retired. But, I’ve started catching this stuff on the fly, little because I’ve been doing this for a while now.

The more you’ll do it oh, one thing that I will recommend is we all use AI note takers.

I still make notes by hand. I do use an AI notetaker to kind of go over things that I may have forgotten, especially if I wanna, you know, in big package cases and things like that where we need to kind of sit down and hash out what, quote unquote, the deliverables are gonna look like. But I’ve started, like, kind of, like I make notes and then I draw lines to kind of talk about, okay, this is what the struggle really is or this is what they’re trying to solve. So, highly recommend doing that too. It just kind of trains your brain to to start picking these things.

Yes, Ali. Fully loaded launch is getting replaced with something even better.

But, yeah, I will share that soon.

It is iconic. I know.

But, yeah, it’s been a while now. So, it’s run its course, and we’ve been customizing it way, way more often, which means that we need to kind of, yep, expand the the package and change it up and all of that. So that was what happened. It is a federal party.

Yeah. Yeah. That’s a really good idea. Probably should do that.

Give it a going the way it probably served us well.

Awesome. Cool. Alright. Let’s look at number three. This is someone that we recently recently closed, like, as recent as, like, the contract’s just gone out to them. So yeah.

Oh, by the fun fact, because I did this session last month I I think I did the session last month.

This is someone whose podcast I appeared on.

And after the part like, she’s the she’s the podcast host, so that will come out later. So after the podcast, she ended up, like, wanting to know more, and then she filled out a form. And this is what we kind of know, basically.

We’ll be working together. So, again, for those of you who’ve not seen that session and who are wanting to turn podcasts into client opportunities, would highly recommend listen to that one. But for now, look at this and tell me mhmm. Functional struggle. Okay. And our data value of the offer.

Cannot sustain effort across every business area. Yep. Yep.

Yeah.

Okay.

Feel free to unmute yourself if you got things to add if you don’t wanna kind of okay. Jenny, are there specific questions you ask clients so they go beyond sharing the surface level problem?

This isn’t converting, for example, to help them share with you what the shrugging moment really is.

I generally start by asking, well, so okay. What’s on your mind? You know?

You filled out I recap what they filled out the form for. So you mentioned you’ve got a launch that’s not being well. But, really, tell me what’s on your mind.

Opens up a whole lot of conversation. It’s not my question, though. I would highly recommend if you’ve not read the coaching habit by Michael Banda Stanier. I have been using this what’s in your mind question, thanks to him, for years.

It’s worked really, really well. So, I think it was Pat Flynn who sent me that book, but anyways, years ago. But it’s a really good book. It’s called The Coach and Habit. If you don’t have it, get it, read it, use it.

Yes, Abby. Love that book. Yeah. Same thing. Yeah.

That’s okay. Liesl, you are participating.

Alright.

Couldn’t articulate value of the offer.

Hired people in the past that didn’t work out. Nailed it. Cannot sustain effort across every business area. This is a really big one. Yeah.

She just felt like, oh, I’m struggling to kind of, you know, delegate these critical marketing tasks and all that fearful of letting someone else do it. That is definitely the emotional struggle.

She felt really trapped in the founder operator stage where she knew she should be giving it up, but when she would, it won’t work out. And here’s the interesting thing. In the past, when someone would say, I’ve worked with copywriters before, and it’s never worked out. So it’d be like a huge red flag for me.

Right? Like, I know people say like, oh, red flag. And I would because I’d heard that, I would be like, oh, yeah. I’m not gonna be working with them.

Never gonna work out.

But sometimes I’ve found not sometimes right now. Most of the times. In fact, I have quite a few client, stories and testimonials talking about how in the past they’ve hired and it’s not worked out, mainly because people don’t follow process. So I I’m just sharing this from the point of view that if a client comes to you and says that, don’t let that scare you off.

Do your digging to find out, okay, what happened?

What did they do? Like, what was their process like and all of that? In this landscape, they had lots of data that, as copywriters, had not even touched. So this is like someone who runs a systems business, who teaches other fractional CMOs how to, set up systems and processes and also they’ve got loads of data. Right? They’ve not done anything with it.

And the people that you’d hired in the past didn’t touch it.

So they might as well just been guessing at the copy they were writing, which is why it wasn’t converting, which is why I knew that we could do so much with it. Point being, like, that’s, like, a side story to tell you. Sometimes when you sometimes something becomes like an industry thing. Oh, if someone says they’ve worked with someone and not like the experience, you should not work with them.

Do your own due diligence.

Yeah. Okay. Rizal, yeah, you were about to ask that. So I hope that answers your question about project boundaries.

Social struggle. If they’re a podcast host, they’re in front of a lot of people. Yes. And they’ve got she’s got, like, I think, close to thirteen million subscribers on YouTube or something like that.

So, yes, that is definitely a social struggle. It’s like, okay.

What kind of life it would be exactly that, you know, this is what I’m gonna be doing, which is something that she did, you know, say it’s not in this in the summary here is, like, I cannot see myself doing this all the time because they’re you know, she’s got other programs. She’s obviously doing the delivery as well along with the rest of her team, but she couldn’t be stuck in the cycle of writing that copy.

The other interesting thing in all of these cases I would like you and why I picked recent ones is because AI. Right? Like, all these smart in tune with the market founders all know about AI, all know about Checkatrade, all know about cloud.

None of them want to take the time to sit down and be the, you know, the prompter or the feeder of, like, hand holder for for LLMs. They do not have the time or the patience.

That is the audience you wanna look at.

Because, one thing I’m always queue again, this is something that I hear a lot in the industry, so that’s why, again, I’m bringing this up is, like, oh, no one’s hiring copywriters.

I don’t know.

So but kind of looking at what is it that people really need solved, and she could, for all purposes, use AI to write her emails for her.

But, yeah, she knows that she does not have the time or the patience. It just feels faster for her to do it herself or repurpose some of her past launch emails even though she knows they probably won’t do as well. But, yeah, that’s the alternative.

Okay. Cool. Anyone wants to weigh in on functional struggle, emotional struggle, social struggle?

Yeah. What kind of life this will be? That’s so true, Donaldson. Like, that is exactly, like and I think you probably even said this on the call. It’s like, I cannot imagine doing this, all of this year and next year. This is not sustainable.

Bernadette, would you say that loss of face is, like, the overarching theme of the social struggle, like, that that most of the time, it’s some kind of worry about loss of perceived status or authority?

Yeah. I would say that. Yeah. You know, fear of losing reputation as an expert, fear of feeling, that people won’t see you in that light that you you want them to see. That is definitely an overarching theme.

Other things that have come up in social struggle has been, you know, their their position as the founder.

They feel like again, it’s because it’s social, it’s kind of like, oh, you know, I’m not it’s been I’ve been doing this for, like, a few years. It just feels like I’m bringing it, and I want that to change.

So but, yeah, mainly, it’s a lot to do with their internal, you know, thoughts and feelings about how others would perceive it, which is the whole social element. Yeah.

Anything else? Any other questions?

Any other insights on any of these?

Okay. Cool.

Alright.

So those of you who are new, something that I tend to do in my calls is give you homework.

So I want you to pull a transcript of one of your prospect calls and put it together into a similar Google Doc like this and share what you think would be the functional, emotional, social struggle or the you know, what would what are you in your in your opinion there? And then share it with me, of course, the rest of the, you know, CSP crew. In fact, please tag me. I tend sometimes tend to miss notifications otherwise.

But, yeah, I would love for you all to do that.

Just kind of start building those muscles trying to pick what clients are really struggling with so you don’t again, this is a step closer to what’s going from being an order taker to someone who starts looking at, okay, what is it that they really need and, yeah, how can I help them? Okay. In this particular client’s case, because I realized I didn’t talk about this, So in her case, for instance, she came in saying that I need help writing evergreen emails. Right?

So easy for me to say, okay. Yeah. Excitingly evergreen would be perfect for you. But because I know she has a lot of data, because I knew that she also wants, you know, to get consistent sales, Instead of just selling her a package, what we’ve done is, of course, you’ll be doing all of her evergreen sequence, but then I’m also doing a quarterly retainer with her where I’m doing her flash sales and I’m doing her, I’m doing newsletters for, people who are not, you know, who went through the webinar but did not buy and flash sales for the larger audience.

So that’s a quarterly retailer. So instead of just being a one off package now, I have a ongoing thing with her for her to help her sell consistently beyond the Evergreen funnel as well.

So in every case in all these three cases, and this yeah. This is pretty much what we’ve seen over the last few years is understanding what an aspect is really, really struggling with helps you sell, be it, and close bigger packages.

Makes it easier for your in in your case, in all your cases because you are creating your standardized offers, and I want you to kinda focus on that.

You wanna start looking at, okay, how does our standardized how does my standardized offer help this client so that and once you start pulling at the struggle, you’ll find that it becomes that much easier for you to close that time because you’re not just saying, oh, I’m gonna be giving you a webinar funnel, or I’m gonna I’m gonna be giving you a website copy, or I’m gonna be giving you an evergreen funnel. No. You’re solving a much bigger problem than that.

Cool.

Alright. Yeah.

Katie, go ahead.

Okay. So I had I had this question before, but what you just said dovetail nicely into it. On on expanding the scope, So I did a preliminary like, of my standardized offer of the three back end funnels, I, sold the initial strategy as a stand like, basically, as a downsell on the sales call.

They said we’re not the whole thing.

I said, okay. Let’s just do the strategy.

While doing that road map, I identified that when it came to the back end offer, like, there was a lot of potential like, they didn’t have the core messaging dialed in for that back end offer enough to want to do the back end for that as well. So in the initial sales call, I had pitched the post sale profit system for both offers.

Mhmm. On the road map presentation call, I pitched post step profit system for the signature offer and then message optimization for the Mhmm. Back end offer.

Mhmm. But that felt like it because that hadn’t come up in the conversation before, it opened a can of worms that they weren’t expecting.

And so it was a muddier conversation because where I probably could have had a very clean clothes on, you know, just doing the back end sales, then we were also talking about an offer that they hadn’t considered that they needed. So it was something that I had spotted as a deeper need, but they weren’t thinking about that yet.

So I guess similar to the affiliate marketer Mhmm. Like, when you’re introducing when you see the deeper need, do you what is your sequencing, I guess, around, like, when you would bring something up like that? Or do you have any tips on how to bring that into the conversation without kind of throwing people, from what they expected?

I tied into the overall goal. Right? So what is again, going back to what was she trying to accomplish? She wanted that it people who bought her LinkedIn bio tool would feel confident and also, you know, continue to see her as the expert that she is when it comes to affiliate marketing.

And not having a proper onboarding nurture term sequence or win back sequence would mean that once they buy, there’s post purchase experience isn’t going to be great because they’re gonna be only getting either ordinary templated emails or maybe no email. Worse, you know, no emails at all. So in my proposal, essentially and I because I did not have another call with her. This was just a single call, close.

So in my proposal, I presented the custom package, and I explained my reasoning for including all of these emails as a you know, along with the exact kind of the same explanation that I just gave you is that since our goal is to a, b, and c, I recommend we have these emails in place.

And, oh, no. This is the affiliate marketer. And that is when her husband wanted to kind of get on a call and say ask, okay.

What would we be doing? What would be the purpose and all that?

So yeah. So I did do two calls with them.

One with her and then one with her and her husband.

So I would present it in the proposal. In your case, I feel I again, I don’t know, Mike, but, did you explain your reasoning?

Or Yes.

Yeah. And then and then because my presentation had, like, a very clear segue into and, like and then then this is where you sign, and then the call was, like, forty five minutes longer than I expected while we discussed my reasoning. So, that’s that’s kind of where I was like, oh, this could have gone better. Or maybe I should’ve, like, maybe I should’ve held off until the proposal, and then Mhmm. They’ll only introduce that offer once they had said yes to the initial offer. I could have introduced it Yeah.

As well add on or Yeah.

Yeah. Yeah. Again, I mean, there’s so much here, like, that we don’t really know about, like, the the time there. You know, what was said that they’re trying to solve and things like that. But, yeah, we’re kind of testing out to see whether you present your findings, but then based on your findings, you present your offer to them when you present your proposal.

Mhmm.

So if someone comes for you for something and you identify through your initial research that the deeper need is that they need something else, and that something else will allow you to deliver better what they said they needed, would that be a would that be a deal breaker for you?

If they were to say no Mhmm. Would that be a deal deal breaker for me?

There was a time when it would probably have been like, oh, hey. I know.

But the the level of business owners that I’m kinda working with right now, honestly, I let them know that, okay. Hey. This is what I can see happening if we are to do this, this, and this. At the same time, I understand that a business has other goals, marketing asset allocations, etcetera, etcetera. So if you want, we can push this for later. If you wanna do it on your own later, that’s also cool. But yeah.

Right now, it’s not.

In most cases, they’re willing to kind of park it as a project as a second project.

And if not I mean, again, I did my job of letting them know that this is what would make more of a difference to you. At the end of the day, it’s their business.

So I’m not yeah.

I’m not gonna kind of let myself get walk away from, say, a five figure project because of something that my goal is is, like, don’t let your ego play the game. Just keep focus on and focus on the data. Focus on what you’re investing to do. So yeah.

Because there’s a time where I play it. Yeah. No. I’m the expert here. I know what I’m saying.

I know this would make more of a difference. It would be a whole thing and, like, reach that level of maturity where I’m like, cool. I’ve set my peace, your business, your decision.

I thank you. I aspire to that level of maturity. Working on it.

Yeah. I had the same approach with hiding for my copy as well, but there was a time when I would say, nope.

Nope. Nope. No. No making any changes to my copy. It’s like every single line was based on research and stuff and stuff. Now, again, I explained my reasoning.

I let them know. But if they like, for instance, this affiliate marketer, she would have, like she had very specific things around certain words. Right? So I explained why, but she would be like, no.

Okay. But I feel like my ideal client would put it in. Like, okay. It’s again.

It’s your business.

Alright. Cool. Any other questions? That was those were really good questions, Katie.

Nope?

Okay. Cool.

Alright.

I I know there are ask you a quick question if there’s time.

Sure.

Sure. Yeah. I mean, I’m trying to think how to phrase it as a question. So because, basically, I’m just I’m having hiring pains at the moment.

Okay.

And it’s just making me feel really bad because, like, I didn’t like, the people I’m hiring, they’re just making me look bad to to the client because they keep making mistakes. And then when I’m trying to, like and then I’m having to quality control, and then it’s just taking longer. And I’ve just I feel like I’ve made quite a few bad hires. And I was just wondering if you’ve, like, experienced that or if it you know? Because I’m like, is it me, or is this just part of the learning curve?

It’s part of the learning curve, Abby. I’m sorry to hear that it’s happening. We’ve had our fair share of bad hires.

You know, we worked with, a lot. We we work with a lot of different contractors, which is right now, once we find a really good contractor, I, yeah, I hold on to them for dear life.

But, but it is part of the learning curve.

You may wanna take a look at things like, okay, your onboarding, your processes, and everything. But once you’ve done your own thing, there is which is exactly what I was talking about. You know, like, when people say, oh, we worked with a copywriter, and it wasn’t a great experience. Sometimes it really isn’t the client.

It is the copywriter. I’m sorry, but it’s it’s true. Right? So similarly, in your case, sometimes it’s not you.

It is the contractor. Right? So you need to kind of take a dispassionate look or have someone take a dispassionate look at your processes, your onboarding, your, you know, communication, and if there are no gaps, then it’s probably that person and you need to cut them loose.

So Yeah.

This is very popular, and I am obviously not the one who’s come up with it. But I believe in this for me. It’s like hire slow and fire fast. Fast. I would not Mhmm.

Hold on to someone who’s making us look bad in front of a client that is so, not them. Yeah.

Yeah.

I’ve just had I’ve had a bit of a streak of bad luck, and I don’t know if it’s first.

I think it’s just, like, the lack of care. Like, it really, like, baffles me how little some people care. Like, as I’d like the mistakes I make, and it’s like, how, you know, how what makes you think that’s okay? Like and I I just hate it because I’m, like, selling a, like, a a premium service. And then when the mistake it just makes me feel awful. Like, there’s so much stress, but and I’m struggling to see, like, the light at the end of the tunnel because it has been, like, four people in a row now.

But yeah, I for the same role?

Different roles, like the designer, web developer, and automation, email automation expert. It’s just every time, it’s just been the lack of care and attention to detail.

Yeah. Yeah. I totally relate.

And, again, like I said, really sorry. It is part of the learning curve.

It is hard. Are you hiring based on referrals?

I’m hiring from within the Copiacus community, and then people I’ve worked with before. So kind yeah. Like, I haven’t I haven’t received, like, a really good referral yet.

Someone that, like like, if if if it was someone that, like, someone I trusted vouch for, I think I’d have a better experience. But, yeah, that person just hasn’t kind of come up yet.

So Yeah.

That’s really unfortunate.

It is, things that I’ve worked in the past for us have been basically I’ve always hired on referral. I’ve always as much as possible.

Always hired and run with a couple of test projects and with very little margin for error, basically.

Mhmm.

And so test projects are really important. If you’re not doing test projects, that is something you may wanna add in.

We pay them for the project, but, yeah, kind of gives you an idea of how they, communicate and things like that.

And like like I said, the other thing is it’s kind of evaluating and seeing whether, whether our own processes have a gap somewhere and need need fine tuning.

But but also making it very clear when we hire them, like, things like, okay. Time lines are key, and we just don’t have any wiggle room around that. Like, things like okay. Anything that’s gonna be directly impacting the client.

Because at the end of the day, the buck stops with you. Right? Yeah. I mean, it’s your name.

It’s your brand. Your client does not care whether you’re working with someone else for research. If your editor is sick, that is not your client’s problem.

So those are things that like, making sure that everyone that we hire has the same value system as that when it comes to so having those conversations early on has really, really helped. Like, in the initial conversations, whether it’s been with our editor, whether it’s been with a person who worked for research.

Full disclosure, we’ve had a designer in the past we preferred who’s dropped the ball for our clients. Like, never again would I ever send another person their way. Like, I don’t care what happened.

But yeah. So point being, these are certain things that have worked well for us, but it is unfortunate there are like, it’s it’s hard to find good talent.

Yeah. Yeah. It’s just the the emotional problems I think of, like, when you’re letting go of that control for the first time, which is really scary anyway.

And then Yeah.

Yeah.

And then And then people drop the ball.

Yeah. What?

And then what you fear happens happens, and it’s just Yeah. Yeah.

Yeah. Yeah. I know. I know. Which is why when, like, the first few times we worked with people who went above and beyond, I was like, oh, yeah. This is amazing.

Mhmm.

Never gonna work with anyone else again.

But, yeah, Punez, I would say ask people for referrals, like, instead of, like, hiring like, when you say when you’re hiring from within the community, is it, like, do you say, okay.

I have an opening for this, or do you say, okay. I’m looking for this person. Do you have any referrals? And when people refer, do you ask, have they worked with them? What was their experience like?

Like, what’s that process look like?

Yeah. I mean, it was more just people, like because I was a coach in freelance school for a while, so I had a, like, contact with people on, like, Friday socials and stuff. So I’d spent quite a lot of time with this person, who I’m thinking of. So I felt good hiring them.

And then yeah. I don’t know. I think it’s just like, what I find with freelancers, I think, is they’re watching their profitability so much that it means they, like, don’t spend as long as they should on quality control.

Is Pardon Frozen? Is it just me? Yeah. Okay.

Well, it doesn’t look like she’s gonna unfreeze.

Yeah. I mean, I think we’re at time anyway.

Yeah. I gotta go.

I might wait. I’ll wait for her to come back. Bye, Michelle.

Bye.

Anyways, let’s just kind of wrap this up.

Abby, feel free to, like, if some like, let let us know if there’s, like, a specific role you’re looking to hire for or whatever. If, you know, anyone comes to mind, I will definitely share referrals.

But all of this to say, yeah, this is par for the course, unfortunate, but, yeah, you Everyone’s gone through this. It’s a rite of passage.

It’s all No. I think I needed to hear that. Thank you, Prana.

Yeah.

You’re welcome. Alright. Thank you so much, everybody. I hope you all had fun. I want to see some struggling moments, from your transcripts in Slack next week.

So please tag me, and I will set up scheduled reminders to check-in with you all otherwise. Alright. Thank you, everyone. Bye.

Repurposing Content: Create Once. Distribute Forever.

Repurposing Content: Create Once. Distribute Forever.

Transcript

Awesome.

Well, I’m stoked you’re here, Ross, because we your book was our book of the month last month. Cool. And then we brought it back this month so everybody could have a good refresher before you join us today. So did. I know. I’m excited too, and I know that we’ve only got a little time with you.

We’ve got an hour, which is great, but you’re gonna do some teaching, I think, for the first little bit, and then we’ll break it to q and a.

How’s that sound?

Let’s do it. I’m excited.

Where, but, is everyone at? To jump in the quick chat, I’d love to know, like, where everyone’s calling in from just in the chat, if you don’t mind. It’d be amazing.

While you’re doing that, Sarah, can you make a note?

Let’s go. I love it. That’s awesome.

Yeah. I think my note taker’s here. You can kick that out if it’s still here.

Okay.

Doesn’t need to be here. I don’t know why it follows me.

Oregon, I’ve yet to make it there, but I have plans.

Ontario. Let’s go Canada. I love it. Cool. Montreal.

Very cool. Awesome. So I’m super excited to be here. I’m going to say those familiar words that all of us have heard over the last little bit.

The team has told me I’ve got, like, twenty to kinda go through the presentation, and then from there, we’re gonna jump into some q and a.

I might talk fast because I have a lot of slides and I have a lot to try to get through, but I’m going to do my absolute best to wrap in twenty.

I am also very, nonprecious. So if at any point anyone has questions, feel free to cut me off and let me know if you want to, have a live jam session on anything that I talk about today.

And, yeah, let’s get into it. So I’m going to just check. Everyone can see my screen? Everything looks good? Cool. So if you’re all familiar with the book, then you know that my favorite four words are create once distribute forever.

This is something that I’m super passionate about. It’s something that I I care deeply about, especially because when I first got into the industry, I really if you put my website, raw simmons dot com, into way back time machine, you’ll see that I had, like, a Mad Men inspired website design. When I was in, university, the show Mad Men kinda was the the thing that made me want to get into advertising.

And Don Draper was which was, like, the the king of advertising in the show was kinda, like, one of the, like, people who I was like, oh, that’s cool. He’s doing things right. And then as the show gets on, I’m like, okay. His life’s a little chaotic.

That’s not for me. But beyond that, we have gone through a time that I have to apologize for. And I apologize because, like, a lot of gurus, a lot of marketers have preached at the top of their lungs for way too long that you just need to create blog posts, you just need to write blogs, and you will win. And our clients have listened, and they have believed them.

I was one of those googlers. Like, when I first got out of school, when I first got in the industry, I was going to events and I was preaching. All you have to do is blog. Just blog, blog, blog, and you will win.

You’ll be successful. You just have to blog. And I realized over time that that was a massive mistake. Right?

Like, I realized that that young no facial hair guy with not a single gray in his hair was was screaming at this top of his lungs. This idea of create more blog posts and the world will be yours was a massive mistake, mistake, because a lot of people listen. A lot of brands started to produce a ton of blog posts, and we see it today. They created blog post after blog post after blog post.

When they think about what their content marketing strategy is, they’re exclusively thinking in blog posts, and that’s all they do over and over again. And even today, like, I will talk to a client, and I’ll be like, what’s your content strategy? And then they’ll pull up their content calendar and say, this is it. Like, this is our strategy.

We just need to write more blog posts and create more content, and it’s gonna be a little bit of SEO, a little bit of how to, and they think that’s it.

I think that a very real correction needs to take place. And it’s not this correction. Like, a lot of people are out there saying, just think like a media company. Hey.

If you think like a media company, you’ll still be successful. Is it I don’t know about you, but, like, the newspapers in Canada aren’t doing so well. Like, the media companies that we wanna emulate are probably not the newspapers of the past. Right?

Like, those media companies are are laying people off left, right, and center. Like, it’s it’s a chaotic mess. So when I talk to folks, they’re always like, Ross, you said content marketing work. And the truth is it does.

But everybody forgot that content marketing is a two word industry. Like, it’s not just content, content, content. It’s about marketing the content. And going back to some of the principles that if you watch Mad Men, you’ll remember is, like, looking for insights, understanding your customers, understanding the pains, understanding their problems, and actually doing research before you write a blog post that is rooted in the customer’s experience, their pains, their problems, and, like, a deep empathy for what’s going on in their worlds.

And when we think about the media companies today, the way I like to think about it is brands like MasterClass. Like MasterClass is literally putting on a MasterClass for marketers in how to take content and distribute it everywhere. It’s creating an asset, which is a course, and then it’s taking that course and it’s turning it into a bunch of different assets that it can disperse in derivative content on channels like Instagram, on TikTok, on LinkedIn, on Twitter, on YouTube, on all of these different places. And that’s more like the way that a media company should think.

And I don’t want anyone to say and tweet, oh, Ross is saying that we shouldn’t blog and blogging is dead. No. That’s not what I’m saying at all. I’m saying that we need to create content and things that are worth distributing, and we shouldn’t exclusively think about content as blog posts.

Yes. I know I’m preaching to the choir. You folks already know that at the end of the day, the assets that you produce have to be good. I believe in the four e’s.

And if you’ve read the book, you’re familiar with them. It’s the concept that content that you produce needs to either educate people, you need to engage people, entertain them, or empower them. If you do these four things with any type of content, and it doesn’t have to be all four at once, but if you do these types of assets and you create these pieces of content, you won’t get met with crickets. You will have people who adore the content.

They’ll appreciate the value you’re bringing into the world. They’ll like it. They’ll share it. They’ll engage.

That’s the fundamentals. Right? But then you have to distribute it. We have to recognize that the buying process is forever changed.

It’s not linear anymore. It’s not just like pick up a phone and call. It is a complex mess, especially if you are selling to other businesses. Like, there’s a lot of complexity that goes into reaching and selling to these folks.

And because of that, you have to adapt. And it’s a model in the book that I talk about that we’ve used that foundation to go from myself as a single freelancer to be able to build out an agency, to build out this company that’s working with some of the top brands in the world by simply embracing a simple shift. When I was a freelancer, I was just like the one person shop. I was in that rabbit hole of just produce, produce, produce.

But then when I started to distribute my content in the channels where the c suite execs that I actually wanted to connect to and sell to were spending time, I started to get more and more opportunities. And it’s a strategy that I’ve used not only to get them as clients, but also to allow them to generate clients as well. So today, I’m gonna share with you some of the strategies and the techniques. It’s pretty cut and dry.

Like, if you’ve read the book, you get it. You need to create valuable assets, and then you need to be committed to repurposing those assets into different ways. We had a hundred thousand downloads of our podcast because of this exact model. I’ve done it with blog posts for years dating back to, like, two thousand and twenty two.

I would write a blog post that broke down how Monday was able to scale their growth. I then turned that into a thread on x. I then turned it into a podcast that talks about the same concept. I then would create a YouTube video about it.

If the content resonates, you need to double down. Some of you have probably created a piece in the last six months that really moved the needle for you, but you haven’t promoted it again. You’ve never shared it again. You’ve never gone back to it and thought, oh, I should share this on LinkedIn or anything like that.

And that’s a massive mistake. If the content worked in q one of twenty twenty four, it’s probably gonna work in q one twenty twenty five. But for some reason, we get on this hamster wheel of new, new, new, new, new instead of going back to our greatest hits and repurposing them and resharing them. There was a piece that I created called the unbundling of Excel, like, years ago, and I continued to build on that month that concept again and again.

I created the unbundling of g Suite. I created this piece on the unbundling of, I think it was, like, Kijiji, the version of, what’s it in the US? It’s not Kijiji. It’s they’ve got, like, Craigslist.

It’s the Craigslist. Like, that type of concept.

Those things are, like, a go to insight around content market fit. My market wants this content. Let’s give it to them and switch it up. And then I used it again with my book to make it a bestseller.

Like, the ideas that I’m going to share with you truly do resonate. It’s funny. In this real picture without the book, it’s my wife and she was pregnant with our first she went to the event that I gave when I first showed this slide, and she was not happy. But she was like, babe, what are you doing?

You really cut me out. But it’s okay. The book the belt made it, so we’re alright.

This is the model, folks. Research, creation, distribution, optimization.

It’s simple. It’s probably sounds like very one zero one and basic, but it’s truly a game changing mentality that I would encourage everyone embrace. Right? Research your audience to to understand where they’re spending time, what channels they’re on, what they’re doing when they’re there, how they’re interacting with one another, what content they actually care about.

Go out and create the content that they do want. It doesn’t matter if it’s long form blog post. It doesn’t matter if it’s an infographic, a webinar, a YouTube video, podcast. It doesn’t matter.

You just have to create things that they want.

Distribute it relentlessly, Facebook groups, LinkedIn groups, newsletters, subreddits, all of those things, and then optimize it so it doesn’t collect us. So I wanna get really tactical.

Reddit is one of my favorite channels. I talk about it a lot. Not a lot of people like it. Some of you are already like, I’m not listening to this guy.

He’s talking about Reddit. I get it. I get it. Reddit is a very controversial place, but I love Reddit.

And there’s a lot of signals that are showing why Reddit matters. You look at Starbucks. You look at TD. Like, there’s top brands that are now investing in Reddit because there’s an audience there.

This motto, create once, distribute forever, was kind of rooted in some of the insights that I got early on on Reddit back in two thousand and eighteen. And I’ll share with you some of the updates on how I’m approaching Reddit today, but also how I’m thinking about distribution. We worked with Unbounce, a few years back, and this was the actual way in which we approached it. Like, you can see, the difference between the page views.

They had a bunch of blog posts that we didn’t put a distribution engine around, and then they had some that we did. And the pieces that we shared generated ten times more page views than those that didn’t. And this is because of distribution, writing the LinkedIn post, writing the threads, distributing it into forms and communities. That is the playbook.

So if we’re going to think like a media company, that media company should be Disney because Disney does it better than anyone. Even today, even though Snow White flopped, it’s still doing it better than everyone today. They go live with their movies and they are everywhere. They have licensing deals.

They have comics. They send their actors in on podcast tours. They have music deals. They’re always on the front of Spotify.

They have magazines, comics everywhere. Like, even Bluey’s made by Disney. Like, it’s wild. Like, they have everything rolling for them.

And that is what we need to be thinking like. We go in with research at the front, where you go in and you start to understand where your audience is. One of my favorite things to do, and I would encourage you to do this yourself with some of your clients, take their domain, site colon their domain, go to Reddit, put it in the search bar, hit enter, and then you’re gonna sort the content by top posts. Something beautiful is gonna happen. It’s going to look at all of Reddit and it’s going to identify if they have published any content over the last few years that generated a lot of comments, upvotes, and engagement.

And if they do, you might notice that this was a piece that was published three years ago. But that piece that was published three years ago is still generating more engagement than anything else that they created. So why aren’t we promoting and rewriting and creating and optimizing that content that went viral back in the day? Right? You can find some ridiculous insights here. With HubSpot, for example, you see this is the top post from six years ago that they ever published.

And it’s talking about the story of Ben and Jerry and how they met because they were slow kids. That’s an insight. It’s an insight that their audience probably would care about the founding stories behind some businesses so they could build on that time and time again. And they did. They went out and they bought this site called The Hustle, which did exactly that. Reddit, a few years ago, surpassed Facebook to be the third most visited website in the US, but marketers are still fearful of it. Reddit is showing up more and more in the SERP and when it comes to SEO than ever before.

We use this tool called stat to kinda measure Reddit and how often it’s showing up against, like, top ten sites, like, especially in b two b where we talk to SaaS companies. Some of the most valuable pieces you can create are, like, listicle style content that is about alternative pages and comparison pages. You’ll notice that Reddit continues to move up. This screenshot was from a few months back. I checked this morning, and I didn’t get a chance to update it. I tried to, but I left it on my desktop.

Reddit now has surpassed g two and Capterra for all of these queries. Right? The reason why this is interesting is because people, brands, and businesses spend tens of thousands of dollars every month with g two, Capterra, TrustRadius, and all of those other review sites, but they spend zero on Reddit. Yet people are using Reddit to make decisions around what products they actually buy.

So Reddit is showing up for very valuable keywords, and nobody is talking about it. If you go into Reddit and you start to answer these threads with questions and insights like this, it is very valuable. I wrote this one comment in a Reddit in a sub in a thread on Reddit talking of where somebody was asking, like, what skills do I need to get into marketing? And I talked about data analysts.

It’s like content creation distribution, marketing automation, and CRM data. And, of course, I referenced my book, Create Once Distribute Forever, and I saw five book sales off of a two minute exercise of writing this. I’m fast on the keys. But, like, that was out of two minutes.

I sold five books and it’s like that opportunity that exists for all of you. I’m not gonna make this entire thing about Reddit, but I do have a few quick rundown on how this all works because this is the money right here. At the end of the day, the same content that you’ve produced in any other channel works in Reddit. You just have to format it for Reddit.

These all look like blog posts. They all look the same. It looks like a LinkedIn update. That’s right.

That kind of content works on Reddit just like it does everywhere else. Why? Because all of us are just walking chemicals and balls of emotions, and we all still respond well to the same fundamental things that our ancestors did hundreds of years ago when they were reading Aesop’s fables. Like, at the end of the day, we’re still just people.

And we consume content on different channels, but if it taps into the insights around why humans care, it’s educational, engaging, entertaining, or empowering, it’s going to resonate with folks. This is another example. This is in a boring industry like MSPs where somebody created a piece that broke down how to fire, rehire their salespeople, and lessons to learn. It probably looks just like a blog post.

Kind of a little bit different with the intro because it’s short and sweet, but at the end of the day, it’s still the same fundamentals, and that’s how it works. Folks, LLMs and ChatGPTs change in everything. You all probably know this. You see it every day.

You’re probably tired of hearing about AI. I get it. I know. But let’s be honest.

It’s scraping all of our content. Whether we like it or not, everything you’ve ever published, it’s pretty much impossible at this point to stop it from being scraped. But it’s estimated that by twenty twenty six, it’s going to run out of high quality content on the web to actually scrape and use to inform the back end of the LLMs.

All of the LLMs happen to have a partnership with this little nifty site called Reddit. So they are scraping Reddit to get insights around the things that they should be saying when somebody is asking ChatGPT a question.

Reddit is also officially, as of earlier this week, the second most popular website in the US. So we can ignore it, or we can say there’s something that we should tap into here. Here. Create once, distribute forever.

So Facebook, a lot of people sleep on Facebook as well. I think it’s a massive opportunity. I think it’s well slept on, especially in b two b. There are groups on Facebook with hundreds of thousands of people who care about things that you want to talk about.

You might not be targeting digital marketers. You might have a certain niche that you go after. Let’s say, for example, you’re targeting doctors or physicians or health care professionals, whatever it might be. I guarantee you there is a Facebook group where those people are spending time.

You can go into those groups or you could even acquire them. I have one website that I’ve been running for a very long time that is focused on plant based food. I found a plant based Facebook group. It was filled with, I think, over twenty thousand people or something.

And I was like, hey. I noticed this page hasn’t been active since twenty fifteen. Would you sell it to me? They said, yes.

It turned out they also had a website. I said, thank you so much. I said, hey. Do you mind going for a better price?

They offered it for three grand. I was like, that’s ten cents a like. This is insane. A hundred percent.

Let’s do this transaction. I buy the page. I put up five posts promoting a guide that was helping people learn how to transition it from meat into plant based, and it paid for itself. Made three grand in a matter of a couple weeks.

This is the type of opportunity that exists when you start to think about how to distribute your content. I’m not gonna lie to you. I don’t think it’s, like, on Facebook’s, like, like, terms and conditions that this is allowed. You gotta kinda just, like, DM and take care of your stuff without, like, Facebook interference.

But this is a real opportunity.

Create once, distribute forever.

If you are ever on a podcast, if your clients are ever on a podcast, massive opportunity as well to say, we will repurpose this podcast for you and turn it into LinkedIn content. LinkedIn is still the king of b two b. It’s still the place to be, in my opinion. Everyone loves their own channels, but I still think even if it’s boring, it’s the number one channel for for professionals.

Remixing podcast interview content into video content still does wonders. I’m in LinkedIn’s learning program. This is all purely within the friend group here, but LinkedIn’s all in on video folks. Like, I’m they’re like a hundred and ninety percent all in foot on the gas about video content. If you can get into video content, if you can help your clients understand video content, or if you’re just trying to build new revenue streams, try video content. I my nickname in high school was Shy Ross. I don’t like doing video stuff, but I do it because I know it works, and that’s the only reason why I do it.

Remix your text posts. So turn your text posts into carousels. Carousels are still engaging on LinkedIn. They’re called PDFs. I think no.

Slot are they called they’re not they can’t call them PDFs because that’s Adobe’s trademark.

They must call them files or something. I forget exactly what it’s called, but they don’t they stop calling them carousels.

If your client or you are producing long form content, extract the data from those resources and then share the data on its own and tell them to share that data as isolated posts and social media content. It’s a great way to approach it.

The other piece is blog posts. If you have blog posts, you should turn them into LinkedIn articles. Another key insight that we’ve recently found is that linkedin dot com is more likely to be scraped by the LLMs than any other site. So if you are republishing your articles on LinkedIn, you are more likely to influence Chat GPT to see your content, and it thinks it’s super high quality.

This isn’t like, I’m not saying it’s right because I’ve gotten some weird responses from Chat GPT where it’s read some article on linkedin dot com, and it was like researchers are suggesting. And then I click to see what it is, and it’s like some random person who’s probably living in their parents’ basement who’s not a researcher at all. So if you wanna add value to the Internet, which you probably all heard doing, use this just as a way to, like, help the LLMs. And I know that sounds weird.

You’re helping the LLMs, but they it would be good for all of us. Remix your podcast interviews. If you’re doing any of this type of content, I love using tools like Flowgen, which is like an AI tool that listens to your entire podcast, identifies the best moments, and then identifies for you how to chop them up. Descript is also a great tool for this.

The motto is simple. Create once, distribute forever. If you can get yourself featured into Substacks, local newsletters, reach out, make friends with people, people are very much afraid to ask for things. I am all for it.

If you see a newsletter and you’re like, I wish I was featured in there, reach out to the person and say, hey. I just wrote this piece. I think your audience might find it valuable. The worst thing they’re gonna say is no, and life continues.

You’re not gonna remember that five minutes later.

Good old fashioned Google search is a great way to find the newsletters that you can reach out to if you’re trying to connect with CTOs or whoever it is. Like, just go to Google, type it in, find those people, and reach out to them. Again, create once, distribute forever. You all probably already know this, but not all assets are created equally.

Like, there’s a whole bunch of different things that you can create. And as marketers, as storytellers, it’s important that we remember this and educate our clients on this so they’re not rooted in this idea that all you can do is create blog posts. You can share memes. You can do thought leadership pieces.

You can create SEO content. There’s so many more pieces that you can create, but you do have to distribute those assets after you publish them. This is the way most people approach it. They, like, press publish on a piece.

They launch it. They share it on the channels that they own, and then they let it collect dust. What I encourage you to do is to share your content relentlessly. Go out into paid go out into niche channels and see it.

Like, go into Slack communities. Go into Discord. Go into forums. Spread that content. Go into Reddit.

Repurpose your old with new. Re share the old post from two weeks ago. Again, you can hit that reshare button. Do not be afraid to republish your content.

And if you must blog, like I said, turn them into other assets. I have done this time and time again. A blog might live on raw simmons dot com. It will become a LinkedIn article, then I’ll create a YouTube video talking about the exact same concept.

Once that is done, I’ll embed that video into all of the pieces that was created because Google loves YouTube. And if Google notices that if there’s a YouTube video embedded in a blog post, it’s more likely to rank it because Google makes more money off of people watching YouTube videos because it’s a part of their business model. They bought it for a billion dollars. Like, they’re they want YouTube to win.

Plan this in advance, though. Right? Like, one of the things that I would recommend is that if you are working on a blog post, a great way to I don’t know if this is your offer or any of you offer blog posts creation for your clients. But if so, one of the nice things that gave us a nice bit of margins in myself when I was a freelancer, a nice differentiator, was I’m not just gonna give you a blog post, but I’m gonna write you a Twitter thread.

I’m gonna write you two LinkedIn status updates, and I’m gonna write one for your sales team too so they can share it as well. Clients loved it because it was value add and it was additional. And if you can incorporate that into your package and your offer around copy, it’s great. If you need a way to do it very quickly, there is a tool called distribution dot a I, shameless plug, that I’m working on that I built where you can actually upload your blog post, your YouTube videos, and it will analyze your content, take all of the best practices directly out of the book.

We use the book to train the LMM behind it to actually craft content in your voice, but following our best practices around distribution. So for example, I was on a YouTube on a video with a podcast interview with the folks over at HubSpot. I uploaded it to distribution dot ai. I selected LinkedIn, and it used best practices to kinda create a status update that I would be okay with sharing.

I shared it on x. Got over a thousand and some impressions. It’s going to go out in a few minutes on my LinkedIn account as well, and this is all happening behind the scenes thanks to this type of tool. But I do encourage you to find ways to use AI to repurpose your content because I know that the the best part of, like, the process is creating the material.

So if you can put all of your energy and time into creating something amazing and then you let AI help you repurpose and distribute it, I hope that it evaporates all of the excuses that so many people make around I don’t have time to create and distribute my content. Now it should be easier.

Anyone remember this ad back in the day about Burger King with the moldy burger? I know it’s lunchtime for some folks. My apologies. That wasn’t the ad.

I made those in mid journey, and that’s something else that I wanna call out real quickly. Like, the power and the ability to create real looking images is wild. We all know this, but here’s a quick rundown on how I recently did this. I went to ChatGPT.

I gave it a bunch of my top quotes where I talk about the things that marketers do. It gave us a bunch of different examples. I then uploaded that to Canva. I said, Canva, can you, like, take these and put them into this image?

I got this, Mad Men inspired. I was like, oh, this is cool, but I wish you had some melanin. It went out and it actually modified that and changed it, had some that looked like me. I was like, cool.

This is great. Even better. I just scheduled a few of those after twenty minutes of, like, using AI to kinda go through that workflow, and it gave us eighteen thousand impressions and thirty new followers in a matter of minutes, folks. This is a wild time to be alive.

This is another image. It has two thousand some views. I uploaded a picture of myself. I said, turn me into a cartoon, Archie style, and then add this text, and it did that again in the matter of seconds.

It’s a wild time. Again, check out the tool, distribution dot ai. The model is simple, and you’re probably already freaking out. Like, that was close to twenty minutes.

I didn’t quite do it, but where in the world do I start? That was so much, right, in such a fast amount of time. It’s simple. Go back to the beginning and start embracing research.

It is a new dawn and it is a new day. Like, I think with all of you, if you are with Joe, you probably already understand the fundamentals of great copy. You understand the fundamentals of great storytelling and messaging. Perfect.

That’s where I want all of your attention to be. Create ridiculously valuable content and stories that turn heads, make people say, that’s amazing. I love that. And then tap into AI to repurpose and distribute your stuff more efficiently.

Let the world see it. It is such a shame. Some of you have probably created a piece of content in the last two years that would have fundamentally changed the trajectory of your career if you promoted it, if you distribute it, and if you didn’t jump right into the next thing to create.

That’s the thing that I I actually get upset about. So I’m not gonna say I hate, but, like, that bugs me. So many people are, like, one piece away from having a fundamentally different life, but the only thing holding them back is that they don’t promote their work, and it’s mind blowing to me. The industry is in turmoil.

Don’t get me wrong. I’m not here to just be all butterflies and lollipops. I know things are chaotic out there. Back in twenty nineteen, things were smooth and great, and now it’s chaotic mess with AI, with all this stuff, budgets getting slashed.

I feel you. I one hundred percent feel you. It’s a complete chaos over the last couple of years. But if you embrace this framework, I think you’ll be able to come out of it okay.

I think if you embrace this idea of putting marketing back into marketing, you’ve already read the book. So thank you for checking it out. You’ll be able to really win. So I’m rooting for all of you.

Let me know if you have any questions. Again, as I mentioned, that was super fast, but happy to chat, happy to jam on anything. Yes. I know.

You have to rewatch this slower than one x speed. My bad.

That’s awesome.

Cool.

Thanks, Ross. Everybody knows to put up their hand, raise their hand if they have questions, which Cody’s done.

If you don’t mind if we go in the order Let’s do it.

Raising their hand. Cool.

Cody. Awesome.

So thank you so much for that. That was really eye opening. Awesome. And you’re you’re right. Like, we do neglect the marketing part of the content creation. I’m so guilty of that.

So I was watching Neil Patel the other day, and he was talking about content. And he says to validate the offer on x because or not the offer, the idea.

Mhmm. And if it works performs well there, then make something bigger out of it. Do you agree with that concept?

I agree with the concept, but I don’t agree with the channel. So the reason why I don’t agree with the channel is because Neil’s huge on x. You might not be. If you are not huge on x and your people aren’t on x, then don’t be on x.

If your audience is moms, then you’re going on Pinterest. You’re going on Instagram. Like, you’re you have to know where your audience is before we start throwing out those types of concepts, in my opinion. If my audience is, like, the gamer world, I’m not going on x.

I’m going to Reddit. If my audience is my dad, I’m going on Facebook. Right? So you have to and I have to have an audience.

So, like, I don’t have a bunch of my dads on my Facebook. I have one. So it’s like I would have to go into a Facebook group with, like, sixty year olds so dads who love Mustangs. So I have to go into that group.

I have to join it, and then I have to create something for them and see how they engage with that. So you have to go where your audience is. I love the idea of testing on channels. For me, x was that for a very long time.

But I’ll be honest, I think a lot of the people who I typically would sell to have left x, not to have a political conversation, but, like, x isn’t as popular. I don’t see as much reach as I used to.

Mhmm. That’s why I would lean more to LinkedIn a bit. But Mhmm. The concept at the heart is true. A hundred percent. You have to get content market fit. But where those people are is dependent on your own channel, the type of content you’re creating, etcetera.

Instagram, like, think of, the up and coming wave of marketers. Like, my hypothesis today would be that the up and coming marketer is learning about marketing on Instagram, TikTok, and YouTube.

I think that’s where they’re at. I I don’t think they’re on x. I think they’re on LinkedIn and they’re intimidated, so they’re not publishing. But I think they’re consuming content on Instagram, TikTok, and YouTube, and they’re learning from the people who are on those channels.

Perfect. Okay.

Thank you.

I hope that’s helpful.

I know I get too passionate about this stuff and just No.

Yeah. I am too passionate.

Hope that was helpful.

You. Awesome. Michelle or Jess, you can do rock, paper, scissors, I guess.

I had a question on the testing in the book.

So when you’re testing on a channel, are you testing different content Yeah.

For your users at the time and kind of kinda like an AB test looking at one of the other?

So it’s a few different things that I like to test. So I like to put out, like, micro content to test a idea.

So, if an idea resonates with people and it has, like, a if it has a signal, which could be comments, for example, then I know that this is stirring people up. So I know that this is a type of dialogue that gets people talking, gets people going. If it if I’m testing for, like, retweets, that tells me that this is something that resonates with people and that they want other people to view as, like, something that they care about. So you’re what you’re testing for is, like, a lot of different things, and you’re trying to just understand your people.

So, you run it sometimes it’s AB testing, but sometimes it’s just like, let’s throw this out there to the world and see how they react, and then let’s go deeper if you start to see those signals. So for example, the whole concept of create once distribute forever started with a test. And it was a long time ago, but I put out a post on x. And I just said, like, the problem isn’t that we, can’t create great content.

It’s that we don’t distribute it. And the post went off, and I was like, that’s a signal. A few months back, it was a again, it was probably in two thousand and twenty. Two thousand and twenty, I gave my first talk on AI.

And I was talking about it, and I had a lineup afterwards. So it’s not it’s another test. I’d went from being the guy who always talked about SEO and distribution, then I was like, okay. Let’s talk about AI and try something different.

Nobody was talking about AI. I was like, let’s do this. And people were, like, lined up. I was like, this is something.

This is this is probably something. So you look for the and I gave a talk one day. I gave a talk that used a bunch of, like, investment analogies.

No lineup. People hated it. Nobody cared. It’s like, never doing that again.

So so you use the material. Once you put it out to the world to kind of get a gut check on the response, and the lower your barrier to test, the better. So, like, a quick one off post on social, not writing the full blog post and article, just sharing an image that you’ve been creating, that type of thing. So, yeah, the tests tend to be in in that more of that regard.

Okay. Another quick question, if I can.

You’re welcome.

You mentioned Discord. Have you been on that channel?

I have.

And have you seen any success with it?

Yes. But only in weird weird industries.

So seen a lot of success with it in crypto. I’ve seen a lot of success with it in, like, DeFi, and I’ve seen a lot of success with it in, like, the that very technical engineering space. So, like, we work with clients who might be building the the back end of the Internet, so to speak, like the, so let’s say you’re playing a video game and you’re streaming, and it’s like, I’m streaming with some playing against somebody in Spain. We need to make sure there’s no lag.

So we have found discords where the engineers who, like, think about this stuff are spending time, and then we’ll see that content in there on behalf of our clients, and that stuff goes wild. Crypto is all Discord. I don’t Yeah. That’s if anyone’s in that world and you’re not thinking about Discord, you’re missing out on a massive play because that’s them.

And that’s why I was going back to that Neil Patel thing. It’s like, x isn’t gonna tell you what Discord will tell you in that type of a a community. So it’s important.

But yes.

Thank you.

No problem. Jess, over to you.

Cool.

This has been so awesome.

I’m super interested in talking more about Reddit. Cool. I have two questions about it. The first one is, would you recommend that your username has something to do, like, with your business?

Cool. Great question. So if you are talking about you, as in Jess, and you are, like, a person who happens to have a business, then no. I would say just go in as Jess or Jay Haney or whatever. Like, I operate on Reddit as r simmons or simmons with a zed. I’ve got two accounts.

And I do that intentionally because if you go into a subreddit and you have your brand associated with you, there are two they’ve already got the spidey senses going. They’re gonna ban you. They’re gonna block you. They’re gonna get rid of you.

Bye, Felicia. You’re over here. However, if you were doing it for a client and they are a professional business who has, like, a proper incorporation and, like, you don’t know it’s a it’s like a marketing manager, that person would be better served as being, Joe from Copy Hackers. Right?

Because they are a, representative of that brand, and you don’t want that individual to then leave and that account no longer be valuable to you. So the way I recommend it is if you are the founder and you’re on Reddit, use your name. You won’t get blocked. You won’t get banned.

However, if it is an employee of the organization, then it should be Ross from McDonald’s, Ross from Esso, whatever it might be. Like, you need to have that type of a because you don’t want that employee to think this is their thing that they can just run forever, and they’re forever branded as that individual. It’s a corporate asset. In the flip side of that, you should also have a brand one.

So for the brand itself, it should have its own channel. So your client should have their own username. If any of your clients today don’t even have their own subreddit, that’s a quick win that you should give them. Hey.

I noticed that there’s no subreddit that you own. Go and create your subreddit because if somebody else creates it, Reddit will not give you that back. It doesn’t matter if you have the trademark. It’s a community.

So a community is not privy to the trademark rights. A username would be so you could get their username, but you can’t get their subreddit. Some of you are thinking what in the world are the difference? Username is what you log into, kind of like a Facebook profile or a x profile.

The community is like a Facebook group on Reddit that is, like, public for people to join, and there’s a lot of them. If you create them, you become what is called a mod, and a mod has powers to kinda control what conversations go on within it. If your brands and your clients don’t have their own subreddit and somebody else controls the conversation within it, it can get really, really ugly, really messy, really quick.

Okay. That’s such a good point. I didn’t even think about creating a subreddit, like your own server. That’s so smart.

Okay.

So my next question is, do you also try to comment on other things that aren’t just you putting up posts about, you know Yeah.

Different content and all that kind of stuff. So when people dive in, it seems more like they’re legit. Yeah.

Exactly. So you try to balance it. You try to have a little bit of content. You try to have the majority associated with your industry and your space. But, like, during the Fantasy Football season, I’ll comment on football stuff because I don’t want someone to be like, oh, he’s only here to promote his work, so I’ll leave comments in other places. The other day, I put up a post, and I was just, like, breaking down the best pizza shops in my city.

And I did my actual I did the methodology. I’ve went to New York subreddit, and I sorted the content by top posts. The top post in New York was about the best pizza shops in New York.

I was like, I can do that, but for Halifax.

Looked at it, studied it, analyzed how they wrote it, what their style was. I did the exact same thing, but in Halifax, and I submitted it to the Halifax subreddit, made it to the front page of Reddit. Somebody gave me this thing called gold on Reddit because they were so grateful that I reviewed all of these pizza shops. It’s like, it works. It works. It’s as if I know what I’m talking about.

Yeah. So go into other things as well. Even if it’s just for the fun of it. I just I love this.

I love this stuff. So most people have normal lives, and they don’t wanna do it for fun, but I do it for fun. I’m just like, this is crazy. It it still works.

But yeah.

Oh, I mean, okay. This has made me actually excited about context. So you said LinkedIn. It’s like, what? But, like, I love Reddit.

So Cool. Cool.

This is sweet.

Yeah.

I love that.

That’s awesome.

Thank you.

No worries. Hey, Katie.

Hey. So first of all, I found your book on the Kobo store, and I was like, wow. What distribution win? I’m so glad that it was here.

Oh, good. Love it.

It’s funny.

I tried to, like, spread it across all of the stores because I know not everyone likes everyone. So I was like, let’s get this spread out. I love that. Thank you for checking it out.

Thank you.

Okay. I would like to ask a follow-up question about Reddit, and then, my original question was something else.

So as an agency, would you recommend that I create my own subreddit for my brand? Like, at what level does creating your own subreddit start to pay off?

Yeah. I would create it just to make sure that nobody else creates it, and then you always have it. You don’t need to, like, manage your subreddit and, like, actively post. You could. One benefit that I think would be there is to repost if you if your agency has a blog, reposting your blog post to your own subreddit, to me, is a smart move because the LLMs are scraper Reddit. So that could help you.

If you are like, the only successful service companies that I have seen on Reddit are ones that you don’t really want to kinda they’re not successful. They’re huge, but it’s huge because they have a huge team, and people are talking about how to get, like, promotions and stuff. Like, Accenture, they have a huge subreddit.

They didn’t create it, and it’s a Gong show. Like, it’s crazy. Like, people are there sharing salaries and stuff. Like, people are talking about whether or not they should how to apply for interviews.

It’s it’s chaos. So I would get it just to own it and make sure that you have it, and then seed your blog code intent into that community. But I would show up as you in, like depending on your audience. Like, there’s a there’s a bunch of mind if I just go rogue a little and show my screen?

Cool. So, like, like, there’s subreddits like this, social media marketing. I don’t know if that’s anyone’s audience, but, like, there’s a hundred and sixty seven thousand people who are in this subreddit.

What I like to do is sort the content by top posts. I would go in here. I would say this year. And then what I’m going to find right here look at this.

Stop creating content nobody watched. This is this is the memo of distribution. So, I would review all of this, and I’d be like, okay. What are people caring about?

Is organic social media growth dead? And then this was ten months ago. You could literally go in next month and create a piece that’s talking about I tried to understand if organic social was dead. Here’s what I found.

And you create that piece, and it’s going to probably generate as much conversation as this.

These are the types of things that I look at to better understand what I should be giving a subreddit.

This type of thing. So, like, my experience with Blaze dot ai. I’m sure you all of you have used a social media tool at some point or some type of asset. If you created a post for this community where you give a quick honest review on it, that’s gonna be gold.

That’s kind of the way that I would be thinking about going into that type of a space.

Like, for that one leads into my follow-up question if I can, Russ Russ about, like, when it comes to a call to action, we’re creating this content, like, especially on my blog is very focused on driving calls.

Yep.

So if I’m creating a post on Reddit, like, what kind of call to action I know Reddit’s particularly touchy, but, Yeah.

Yeah. What are your best practices for, like, revamping our call to action based on channel?

Great question. So on what I like to do is you you wanna so there’s rules on every subreddit. Some of them say you can’t have a link.

Link. What I like to do is have the call to action to say, like, if you’re interested, do a quick Google search for, like, create once distribute forever, which was in my screenshot. That gets them to my book. Or I’ll be like, if you found this valuable, send me a DM, and I’d be happy to send you something.

And then my DMs blow up. Like, I get tons of DMs from people. They are people. Like, that’s what we all have to remember.

It’s not just, like, pixels on the other end. These are humans.

And they will DM you, and they’ll ask you, hey.

Can I get this resource? Can I get this asset? Tell me a little bit more.

So I like to use those types of call to actions already. Another great call to action already is just simply say, like let me see if I can show you real quickly here.

On Reddit, you have the ability to, like, include links on your profile.

So you can have here it is. I don’t have one on this profile, but you can add add a description. So, like, you can put your domain here, in the description of your account. So when people do click on you, which they will, to see, like, what’s this person all about, they’ll click on that, they’ll see your domain, and then they’ll transition over to your actual account. So, leave your links in your bio kinda like on an Instagram or LinkedIn, that type of thing, and they’ll go find it.

Yeah. And you’ll be surprised how off like, some of my posts from two thousand eighteen still get me DMs from people saying, hey. I wanna check-in. Like, does this strategy on Instagram still work? Because I created a post years ago on, like, how we grew an account from fifteen to a hundred and fifty thousand followers, and then people loved it.

And they’re still right asking, do these strategies work? And the answer is no. They don’t. Instagram’s algorithm has gotten way smarter than it used to be back in the day.

But, yeah, like, you’ll the the ROI is lasting.

Jessica or Joe?

I got here first, Jessica.

Thanks, Ross. No one else had their hand up, so I jumped in.

I have three questions. I’m gonna try to keep them short, though. First one is, we’ve talked a lot about, like, organic promotion of your content.

I’m particularly interested in advertising on Reddit. Is it worth it? It wasn’t years ago. Is it today?

Only the remarketing. And don’t tell Reddit I said it. Okay. The only way that I see it working right now is remarketing.

So the people don’t give enough information to do very targeted advertising. So the people who are subscribed to marketing are like, who knows who it is? But the people who visit your website and who visit a specific page on your website are one hundred percent the person who has that intent. So if you install the Reddit pixel and you do remarketing and they happen to go on this site called Reddit, which is the second most popular site in the world, so they’re probably there, and you show up, Great.

That’s what you want. So I see ROI in the remarketing efforts. If you have an email list and you’re trying to get those people back in, you can do that on Reddit too. So uploading a remarketing and look alike style audience like play, that works ridiculously well on Reddit.

Cold amongst friends.

Done it. But I might have a LinkedIn post tomorrow saying that you should.

Awesome.

Question two was around high and this was one that I had before before you presented today. So, it could be that, like, your solution, your distribution AI, I think, is what I have saved in my tab, can do the job, but I’ve been wondering about hiring people. So we’ve had content creators over the years, but we haven’t had any real success with repurposing content, asking somebody to come in and repurpose. We’ve so much content. We’ve always had so much, and there’s always more, but we never repurpose it.

Thoughts on hiring someone to do this. Agencies haven’t worked for us.

Yeah. It’s not easy to do.

The it can work, but it’s it’s not easy to do. Like, you have to you have to hire someone who really gets content.

And if they don’t really get content and understand that, then it’s it’s tough. You have to hire I have found that you have to hire for the channel. It’s like the the skill sets tend to be channel exclusive. So if you’re, like, you’re the LinkedIn person, they can become excellent at LinkedIn and repackage and repurpose for LinkedIn, and that can become their day to day.

And that tends to go well. But the moment you say I also want you to be on threads and x and YouTube Yeah. The the it gets a little bit tricky. However, I do think with AI, it makes things a lot better, and I think you can put people through some training to get them closer now to be able to do a holistic effort.

But it is definitely a difficult role. I think, if you have a social media marketer, like, my perspective is that’s the best person to train on this stuff. It’s like somebody who understands social, get them to be trained and taught this effort. Yeah. Or, again, we’re trying to fix it, fix the problem with distribution dot AI. So, like, upload your content there and see how that does and give all the feedback and things like that. But, yeah, when you have a plethora of content, being able to repurpose it is the is the is the play, I find.

Yeah. And I’ve tried other AI solutions for it and, like, garbage. Like, nothing.

Never there.

No. Never there. Okay. I know. Jessica, I’m sorry. My question might actually be something that Jessica cares about too, given your background, Jess, but I’m wondering about your book title.

Yes.

The people in the room are writing books. A lot of people here are writing books.

Coming up with the title is horrible.

So hard. So hard.

And I know that you’ve you’ve repeated the thing through the title throughout the model is great ones to appear. So I love that, the way you kept doing that in your talk.

Thoughts on the title and how to get there?

Yeah. It was tough. Yeah.

And everyone had opinions on other titles that we should use, like how to do x, y, and z, ten x distribution, like all of these things. And then I was like, well, this is something that I’d be comfortable saying over and over again. Like, my advice would be to find something that you’re comfortable having very closely associated with your brand and your name for a very long time.

And that and then, like, how can you make it alluring to make somebody see it and be like, I get it. That’s that taps into the problem.

That’s what I wanted. I didn’t want to be so on your nose. And even though it the topics like how great creators spread their ideas and you can too, no one remembers that.

Absolutely. No one remembers that. But they do remember create once distribute forever. So my advice would be try to be punchy, try to make it memorable.

I think it’s good to, like I think there’s a there is value in doing somewhat of what people are doing, but I wanted to, like, go against it. Like, ten x distribution probably would have been a hit, and it would have resonated. All that type of stuff. Like, people care. Like, it it works.

But if you can put something together that’s a little bit more unique and out there and, like, sticks to your brand, I would say do that too.

Cool. Thanks so much, Ross.

Are you running another?

I have just signed my contract. Let’s go. Let’s go. So Congrats. Yeah. And tomorrow is the talk about the title, which is a nightmare.

Yeah. Fair. Thanks, Ross.

That’s cool. Yeah. Hi, Jessica.

Hi. Thank you so much. I actually really like the subtitle that I was trying to play with subtitles based off of yours, Ross, so I like it.

Oh, I love it. Thank you. Thank you.

Yeah. Okay. So this is actually transition as well because mine is related to books as well. I was just wondering, whether it’s based off of what you’re doing with your book or what you’ve seen out there. But I’m just curious how your model or method changes, or is it pretty much the same when you’re working with a book and distributing from that?

Yeah. The book launch was wild. It was fun.

It didn’t change. It was the same philosophy.

It just got aggressive. It just got really aggressive. Like, take everything that I’ve talked about, and it’s kind of like a chill experience of distribution. And then when the book happens, you have to ramp up to complete shamelessness and complete living the value of distribution and being relentless with it.

That was the the goal for, like, the month leading up to it. Every day, there’s going to be multiple social media posts about it. Every day, I’m sending an email to, like, get people excited about what’s to come. Every day, I’m on my Instagram sharing a story.

I’m on every podcast that it will take me to talk about it. I’m sending books to people to get them to read it. And even if they don’t read it, I’m asking them to write me an email or a quote about it.

You’re just ramping up to make it a hit.

That’s it. Like, you just go you just put in the headphones, drink a lot more coffee, and for a short period of time, you just sprint to be aggressive with the launch. That was my approach. The one thing that I wish I would have done, and it’s exactly what I just said, I wish I would have taken no other meetings, no other calls, had nothing else on my plate.

I wish I was a hundred percent. Clients are good. I’m not taking care of clients. I’m not taking care of team.

I am exclusively focused on the book.

I feel like that would have been better for my mental health, and I feel like it would have been better for the book.

So my advice is if you are getting up to a book launch date, allow it to be all encompassing, but also be ready to, like, focus there.

Because what I wish I would have done is, like, written long like, I would have documented the entire process of what I was doing to make the book a success because it would have went so well with this concept. So if I would have been every day, like, recording a video, alright. It’s day thirty. We’re thirty days out and then twenty nine, twenty eight, twenty seven. Like, people would have loved that. But the video would have actually been me talking with clients and going on stage and speaking at events, which all would have been good, but, like, I would have stayed so focused if I could go back in time.

The next one. There will be another.

Cool. Thank you. And, actually, I’ve heard a lot of authors say that very, I wish I had just dropped everything else. I don’t know. It seems like maybe it’s the unrealistic dream to just drop everything else and focus only on the book. So you’re not alone at least.

That’s fair.

That’s fair.

Thank you.

No problem at all.

I think that’s it with three minutes to spare largely because you talk so fast, which is That’s fair.

That is fair. What’s the book title? What you have to answer this. So where are you what what are you thinking? Do you have a Oh. Direction?

Oh. Oh, it’s a nightmare.

Is it?

So they I can’t even.

So it’s currently called I don’t know. And when you say you’re you have people to say it all the time. I kinda can.

The original okay. There are three. I’ll just fire through them. Y’all can just react.

The first you’re gonna hate them. Everybody hates my titles.

The first one is called now build a customer, and that’s on you’ve built a product. Okay. What if you were to approach creating customers the way you do a product, so engineering your message? So So that’s now build a customer, which my publisher and everybody I talk to hates. Copy selling is the other one. And then the third one is the revenue factory.

Oh. I got it. Interesting.

I just These are all three are they all the same book, though?

Well, the first one is it would have a different intro chapters. K. Cool. Chapters are different. Yeah.

Cool. Very cool.

I love it. Any initial thoughts, y’all?

Now that I know that Abby’s put it to a vote.

Abby.

It’s kind of like when your friends tell you their kids’ names. Oh, did I lose everyone?

No. We’re here. Oh.

Oh, sorry. It’s like when your friend I believe that the I’m going to treat this like when my friends tell me their kids’ names. I love all of them, Joanne.

They’re so good.

They’re so good. All of them. I know.

There you go.

I’m, looking forward to the conversation that I have with my publisher about it. So Good luck.

I do like credit. They are good.

But yeah.

Yeah. I yeah. I think the revenue factor is interesting, but you have to be ready to talk about revenue all the time.

I know. I know. I just don’t wanna talk about I’ve talked about copywriting for ten thousand years.

And that’s what the book is about.

Fair.

They’re just, like, a lot a lot.

Yeah. There’s so much jam on it.

Yeah. Oh, don’t open the door there.

I’ve got Bob and April on a not Bob messed up and April Dunford on a nonstop thread. They’re like, stop talking to us about this. I’m like, not until we find it.

I don’t blame you. That’s awesome.

Anytime. Nonstop.

That’s cool. I like that.

Thank you.

Thank you all. I hope, you all got some value out of this. If you didn’t, don’t tell me. I have thin skin.

I’m kidding. But no. I would love any feedback if you have any thoughts or questions. If you try distribution dot ai, let me know.

I really would appreciate any feedback that you have. If we’re not connected on LinkedIn, just send me a note. Let’s connect and say that you were at the Covey school. Of course, that would be great.

And then, yeah, I’d love to stay in touch, but appreciate you all. Thanks for the time, and see you on the Internet.

Appreciate you.

Thanks, Ross.

Thank you.

Thanks, everyone. Bye.

Worksheet 

 

 

Transcript

Awesome.

Well, I’m stoked you’re here, Ross, because we your book was our book of the month last month. Cool. And then we brought it back this month so everybody could have a good refresher before you join us today. So did. I know. I’m excited too, and I know that we’ve only got a little time with you.

We’ve got an hour, which is great, but you’re gonna do some teaching, I think, for the first little bit, and then we’ll break it to q and a.

How’s that sound?

Let’s do it. I’m excited.

Where, but, is everyone at? To jump in the quick chat, I’d love to know, like, where everyone’s calling in from just in the chat, if you don’t mind. It’d be amazing.

While you’re doing that, Sarah, can you make a note?

Let’s go. I love it. That’s awesome.

Yeah. I think my note taker’s here. You can kick that out if it’s still here.

Okay.

Doesn’t need to be here. I don’t know why it follows me.

Oregon, I’ve yet to make it there, but I have plans.

Ontario. Let’s go Canada. I love it. Cool. Montreal.

Very cool. Awesome. So I’m super excited to be here. I’m going to say those familiar words that all of us have heard over the last little bit.

The team has told me I’ve got, like, twenty to kinda go through the presentation, and then from there, we’re gonna jump into some q and a.

I might talk fast because I have a lot of slides and I have a lot to try to get through, but I’m going to do my absolute best to wrap in twenty.

I am also very, nonprecious. So if at any point anyone has questions, feel free to cut me off and let me know if you want to, have a live jam session on anything that I talk about today.

And, yeah, let’s get into it. So I’m going to just check. Everyone can see my screen? Everything looks good? Cool. So if you’re all familiar with the book, then you know that my favorite four words are create once distribute forever.

This is something that I’m super passionate about. It’s something that I I care deeply about, especially because when I first got into the industry, I really if you put my website, raw simmons dot com, into way back time machine, you’ll see that I had, like, a Mad Men inspired website design. When I was in, university, the show Mad Men kinda was the the thing that made me want to get into advertising.

And Don Draper was which was, like, the the king of advertising in the show was kinda, like, one of the, like, people who I was like, oh, that’s cool. He’s doing things right. And then as the show gets on, I’m like, okay. His life’s a little chaotic.

That’s not for me. But beyond that, we have gone through a time that I have to apologize for. And I apologize because, like, a lot of gurus, a lot of marketers have preached at the top of their lungs for way too long that you just need to create blog posts, you just need to write blogs, and you will win. And our clients have listened, and they have believed them.

I was one of those googlers. Like, when I first got out of school, when I first got in the industry, I was going to events and I was preaching. All you have to do is blog. Just blog, blog, blog, and you will win.

You’ll be successful. You just have to blog. And I realized over time that that was a massive mistake. Right?

Like, I realized that that young no facial hair guy with not a single gray in his hair was was screaming at this top of his lungs. This idea of create more blog posts and the world will be yours was a massive mistake, mistake, because a lot of people listen. A lot of brands started to produce a ton of blog posts, and we see it today. They created blog post after blog post after blog post.

When they think about what their content marketing strategy is, they’re exclusively thinking in blog posts, and that’s all they do over and over again. And even today, like, I will talk to a client, and I’ll be like, what’s your content strategy? And then they’ll pull up their content calendar and say, this is it. Like, this is our strategy.

We just need to write more blog posts and create more content, and it’s gonna be a little bit of SEO, a little bit of how to, and they think that’s it.

I think that a very real correction needs to take place. And it’s not this correction. Like, a lot of people are out there saying, just think like a media company. Hey.

If you think like a media company, you’ll still be successful. Is it I don’t know about you, but, like, the newspapers in Canada aren’t doing so well. Like, the media companies that we wanna emulate are probably not the newspapers of the past. Right?

Like, those media companies are are laying people off left, right, and center. Like, it’s it’s a chaotic mess. So when I talk to folks, they’re always like, Ross, you said content marketing work. And the truth is it does.

But everybody forgot that content marketing is a two word industry. Like, it’s not just content, content, content. It’s about marketing the content. And going back to some of the principles that if you watch Mad Men, you’ll remember is, like, looking for insights, understanding your customers, understanding the pains, understanding their problems, and actually doing research before you write a blog post that is rooted in the customer’s experience, their pains, their problems, and, like, a deep empathy for what’s going on in their worlds.

And when we think about the media companies today, the way I like to think about it is brands like MasterClass. Like MasterClass is literally putting on a MasterClass for marketers in how to take content and distribute it everywhere. It’s creating an asset, which is a course, and then it’s taking that course and it’s turning it into a bunch of different assets that it can disperse in derivative content on channels like Instagram, on TikTok, on LinkedIn, on Twitter, on YouTube, on all of these different places. And that’s more like the way that a media company should think.

And I don’t want anyone to say and tweet, oh, Ross is saying that we shouldn’t blog and blogging is dead. No. That’s not what I’m saying at all. I’m saying that we need to create content and things that are worth distributing, and we shouldn’t exclusively think about content as blog posts.

Yes. I know I’m preaching to the choir. You folks already know that at the end of the day, the assets that you produce have to be good. I believe in the four e’s.

And if you’ve read the book, you’re familiar with them. It’s the concept that content that you produce needs to either educate people, you need to engage people, entertain them, or empower them. If you do these four things with any type of content, and it doesn’t have to be all four at once, but if you do these types of assets and you create these pieces of content, you won’t get met with crickets. You will have people who adore the content.

They’ll appreciate the value you’re bringing into the world. They’ll like it. They’ll share it. They’ll engage.

That’s the fundamentals. Right? But then you have to distribute it. We have to recognize that the buying process is forever changed.

It’s not linear anymore. It’s not just like pick up a phone and call. It is a complex mess, especially if you are selling to other businesses. Like, there’s a lot of complexity that goes into reaching and selling to these folks.

And because of that, you have to adapt. And it’s a model in the book that I talk about that we’ve used that foundation to go from myself as a single freelancer to be able to build out an agency, to build out this company that’s working with some of the top brands in the world by simply embracing a simple shift. When I was a freelancer, I was just like the one person shop. I was in that rabbit hole of just produce, produce, produce.

But then when I started to distribute my content in the channels where the c suite execs that I actually wanted to connect to and sell to were spending time, I started to get more and more opportunities. And it’s a strategy that I’ve used not only to get them as clients, but also to allow them to generate clients as well. So today, I’m gonna share with you some of the strategies and the techniques. It’s pretty cut and dry.

Like, if you’ve read the book, you get it. You need to create valuable assets, and then you need to be committed to repurposing those assets into different ways. We had a hundred thousand downloads of our podcast because of this exact model. I’ve done it with blog posts for years dating back to, like, two thousand and twenty two.

I would write a blog post that broke down how Monday was able to scale their growth. I then turned that into a thread on x. I then turned it into a podcast that talks about the same concept. I then would create a YouTube video about it.

If the content resonates, you need to double down. Some of you have probably created a piece in the last six months that really moved the needle for you, but you haven’t promoted it again. You’ve never shared it again. You’ve never gone back to it and thought, oh, I should share this on LinkedIn or anything like that.

And that’s a massive mistake. If the content worked in q one of twenty twenty four, it’s probably gonna work in q one twenty twenty five. But for some reason, we get on this hamster wheel of new, new, new, new, new instead of going back to our greatest hits and repurposing them and resharing them. There was a piece that I created called the unbundling of Excel, like, years ago, and I continued to build on that month that concept again and again.

I created the unbundling of g Suite. I created this piece on the unbundling of, I think it was, like, Kijiji, the version of, what’s it in the US? It’s not Kijiji. It’s they’ve got, like, Craigslist.

It’s the Craigslist. Like, that type of concept.

Those things are, like, a go to insight around content market fit. My market wants this content. Let’s give it to them and switch it up. And then I used it again with my book to make it a bestseller.

Like, the ideas that I’m going to share with you truly do resonate. It’s funny. In this real picture without the book, it’s my wife and she was pregnant with our first she went to the event that I gave when I first showed this slide, and she was not happy. But she was like, babe, what are you doing?

You really cut me out. But it’s okay. The book the belt made it, so we’re alright.

This is the model, folks. Research, creation, distribution, optimization.

It’s simple. It’s probably sounds like very one zero one and basic, but it’s truly a game changing mentality that I would encourage everyone embrace. Right? Research your audience to to understand where they’re spending time, what channels they’re on, what they’re doing when they’re there, how they’re interacting with one another, what content they actually care about.

Go out and create the content that they do want. It doesn’t matter if it’s long form blog post. It doesn’t matter if it’s an infographic, a webinar, a YouTube video, podcast. It doesn’t matter.

You just have to create things that they want.

Distribute it relentlessly, Facebook groups, LinkedIn groups, newsletters, subreddits, all of those things, and then optimize it so it doesn’t collect us. So I wanna get really tactical.

Reddit is one of my favorite channels. I talk about it a lot. Not a lot of people like it. Some of you are already like, I’m not listening to this guy.

He’s talking about Reddit. I get it. I get it. Reddit is a very controversial place, but I love Reddit.

And there’s a lot of signals that are showing why Reddit matters. You look at Starbucks. You look at TD. Like, there’s top brands that are now investing in Reddit because there’s an audience there.

This motto, create once, distribute forever, was kind of rooted in some of the insights that I got early on on Reddit back in two thousand and eighteen. And I’ll share with you some of the updates on how I’m approaching Reddit today, but also how I’m thinking about distribution. We worked with Unbounce, a few years back, and this was the actual way in which we approached it. Like, you can see, the difference between the page views.

They had a bunch of blog posts that we didn’t put a distribution engine around, and then they had some that we did. And the pieces that we shared generated ten times more page views than those that didn’t. And this is because of distribution, writing the LinkedIn post, writing the threads, distributing it into forms and communities. That is the playbook.

So if we’re going to think like a media company, that media company should be Disney because Disney does it better than anyone. Even today, even though Snow White flopped, it’s still doing it better than everyone today. They go live with their movies and they are everywhere. They have licensing deals.

They have comics. They send their actors in on podcast tours. They have music deals. They’re always on the front of Spotify.

They have magazines, comics everywhere. Like, even Bluey’s made by Disney. Like, it’s wild. Like, they have everything rolling for them.

And that is what we need to be thinking like. We go in with research at the front, where you go in and you start to understand where your audience is. One of my favorite things to do, and I would encourage you to do this yourself with some of your clients, take their domain, site colon their domain, go to Reddit, put it in the search bar, hit enter, and then you’re gonna sort the content by top posts. Something beautiful is gonna happen. It’s going to look at all of Reddit and it’s going to identify if they have published any content over the last few years that generated a lot of comments, upvotes, and engagement.

And if they do, you might notice that this was a piece that was published three years ago. But that piece that was published three years ago is still generating more engagement than anything else that they created. So why aren’t we promoting and rewriting and creating and optimizing that content that went viral back in the day? Right? You can find some ridiculous insights here. With HubSpot, for example, you see this is the top post from six years ago that they ever published.

And it’s talking about the story of Ben and Jerry and how they met because they were slow kids. That’s an insight. It’s an insight that their audience probably would care about the founding stories behind some businesses so they could build on that time and time again. And they did. They went out and they bought this site called The Hustle, which did exactly that. Reddit, a few years ago, surpassed Facebook to be the third most visited website in the US, but marketers are still fearful of it. Reddit is showing up more and more in the SERP and when it comes to SEO than ever before.

We use this tool called stat to kinda measure Reddit and how often it’s showing up against, like, top ten sites, like, especially in b two b where we talk to SaaS companies. Some of the most valuable pieces you can create are, like, listicle style content that is about alternative pages and comparison pages. You’ll notice that Reddit continues to move up. This screenshot was from a few months back. I checked this morning, and I didn’t get a chance to update it. I tried to, but I left it on my desktop.

Reddit now has surpassed g two and Capterra for all of these queries. Right? The reason why this is interesting is because people, brands, and businesses spend tens of thousands of dollars every month with g two, Capterra, TrustRadius, and all of those other review sites, but they spend zero on Reddit. Yet people are using Reddit to make decisions around what products they actually buy.

So Reddit is showing up for very valuable keywords, and nobody is talking about it. If you go into Reddit and you start to answer these threads with questions and insights like this, it is very valuable. I wrote this one comment in a Reddit in a sub in a thread on Reddit talking of where somebody was asking, like, what skills do I need to get into marketing? And I talked about data analysts.

It’s like content creation distribution, marketing automation, and CRM data. And, of course, I referenced my book, Create Once Distribute Forever, and I saw five book sales off of a two minute exercise of writing this. I’m fast on the keys. But, like, that was out of two minutes.

I sold five books and it’s like that opportunity that exists for all of you. I’m not gonna make this entire thing about Reddit, but I do have a few quick rundown on how this all works because this is the money right here. At the end of the day, the same content that you’ve produced in any other channel works in Reddit. You just have to format it for Reddit.

These all look like blog posts. They all look the same. It looks like a LinkedIn update. That’s right.

That kind of content works on Reddit just like it does everywhere else. Why? Because all of us are just walking chemicals and balls of emotions, and we all still respond well to the same fundamental things that our ancestors did hundreds of years ago when they were reading Aesop’s fables. Like, at the end of the day, we’re still just people.

And we consume content on different channels, but if it taps into the insights around why humans care, it’s educational, engaging, entertaining, or empowering, it’s going to resonate with folks. This is another example. This is in a boring industry like MSPs where somebody created a piece that broke down how to fire, rehire their salespeople, and lessons to learn. It probably looks just like a blog post.

Kind of a little bit different with the intro because it’s short and sweet, but at the end of the day, it’s still the same fundamentals, and that’s how it works. Folks, LLMs and ChatGPTs change in everything. You all probably know this. You see it every day.

You’re probably tired of hearing about AI. I get it. I know. But let’s be honest.

It’s scraping all of our content. Whether we like it or not, everything you’ve ever published, it’s pretty much impossible at this point to stop it from being scraped. But it’s estimated that by twenty twenty six, it’s going to run out of high quality content on the web to actually scrape and use to inform the back end of the LLMs.

All of the LLMs happen to have a partnership with this little nifty site called Reddit. So they are scraping Reddit to get insights around the things that they should be saying when somebody is asking ChatGPT a question.

Reddit is also officially, as of earlier this week, the second most popular website in the US. So we can ignore it, or we can say there’s something that we should tap into here. Here. Create once, distribute forever.

So Facebook, a lot of people sleep on Facebook as well. I think it’s a massive opportunity. I think it’s well slept on, especially in b two b. There are groups on Facebook with hundreds of thousands of people who care about things that you want to talk about.

You might not be targeting digital marketers. You might have a certain niche that you go after. Let’s say, for example, you’re targeting doctors or physicians or health care professionals, whatever it might be. I guarantee you there is a Facebook group where those people are spending time.

You can go into those groups or you could even acquire them. I have one website that I’ve been running for a very long time that is focused on plant based food. I found a plant based Facebook group. It was filled with, I think, over twenty thousand people or something.

And I was like, hey. I noticed this page hasn’t been active since twenty fifteen. Would you sell it to me? They said, yes.

It turned out they also had a website. I said, thank you so much. I said, hey. Do you mind going for a better price?

They offered it for three grand. I was like, that’s ten cents a like. This is insane. A hundred percent.

Let’s do this transaction. I buy the page. I put up five posts promoting a guide that was helping people learn how to transition it from meat into plant based, and it paid for itself. Made three grand in a matter of a couple weeks.

This is the type of opportunity that exists when you start to think about how to distribute your content. I’m not gonna lie to you. I don’t think it’s, like, on Facebook’s, like, like, terms and conditions that this is allowed. You gotta kinda just, like, DM and take care of your stuff without, like, Facebook interference.

But this is a real opportunity.

Create once, distribute forever.

If you are ever on a podcast, if your clients are ever on a podcast, massive opportunity as well to say, we will repurpose this podcast for you and turn it into LinkedIn content. LinkedIn is still the king of b two b. It’s still the place to be, in my opinion. Everyone loves their own channels, but I still think even if it’s boring, it’s the number one channel for for professionals.

Remixing podcast interview content into video content still does wonders. I’m in LinkedIn’s learning program. This is all purely within the friend group here, but LinkedIn’s all in on video folks. Like, I’m they’re like a hundred and ninety percent all in foot on the gas about video content. If you can get into video content, if you can help your clients understand video content, or if you’re just trying to build new revenue streams, try video content. I my nickname in high school was Shy Ross. I don’t like doing video stuff, but I do it because I know it works, and that’s the only reason why I do it.

Remix your text posts. So turn your text posts into carousels. Carousels are still engaging on LinkedIn. They’re called PDFs. I think no.

Slot are they called they’re not they can’t call them PDFs because that’s Adobe’s trademark.

They must call them files or something. I forget exactly what it’s called, but they don’t they stop calling them carousels.

If your client or you are producing long form content, extract the data from those resources and then share the data on its own and tell them to share that data as isolated posts and social media content. It’s a great way to approach it.

The other piece is blog posts. If you have blog posts, you should turn them into LinkedIn articles. Another key insight that we’ve recently found is that linkedin dot com is more likely to be scraped by the LLMs than any other site. So if you are republishing your articles on LinkedIn, you are more likely to influence Chat GPT to see your content, and it thinks it’s super high quality.

This isn’t like, I’m not saying it’s right because I’ve gotten some weird responses from Chat GPT where it’s read some article on linkedin dot com, and it was like researchers are suggesting. And then I click to see what it is, and it’s like some random person who’s probably living in their parents’ basement who’s not a researcher at all. So if you wanna add value to the Internet, which you probably all heard doing, use this just as a way to, like, help the LLMs. And I know that sounds weird.

You’re helping the LLMs, but they it would be good for all of us. Remix your podcast interviews. If you’re doing any of this type of content, I love using tools like Flowgen, which is like an AI tool that listens to your entire podcast, identifies the best moments, and then identifies for you how to chop them up. Descript is also a great tool for this.

The motto is simple. Create once, distribute forever. If you can get yourself featured into Substacks, local newsletters, reach out, make friends with people, people are very much afraid to ask for things. I am all for it.

If you see a newsletter and you’re like, I wish I was featured in there, reach out to the person and say, hey. I just wrote this piece. I think your audience might find it valuable. The worst thing they’re gonna say is no, and life continues.

You’re not gonna remember that five minutes later.

Good old fashioned Google search is a great way to find the newsletters that you can reach out to if you’re trying to connect with CTOs or whoever it is. Like, just go to Google, type it in, find those people, and reach out to them. Again, create once, distribute forever. You all probably already know this, but not all assets are created equally.

Like, there’s a whole bunch of different things that you can create. And as marketers, as storytellers, it’s important that we remember this and educate our clients on this so they’re not rooted in this idea that all you can do is create blog posts. You can share memes. You can do thought leadership pieces.

You can create SEO content. There’s so many more pieces that you can create, but you do have to distribute those assets after you publish them. This is the way most people approach it. They, like, press publish on a piece.

They launch it. They share it on the channels that they own, and then they let it collect dust. What I encourage you to do is to share your content relentlessly. Go out into paid go out into niche channels and see it.

Like, go into Slack communities. Go into Discord. Go into forums. Spread that content. Go into Reddit.

Repurpose your old with new. Re share the old post from two weeks ago. Again, you can hit that reshare button. Do not be afraid to republish your content.

And if you must blog, like I said, turn them into other assets. I have done this time and time again. A blog might live on raw simmons dot com. It will become a LinkedIn article, then I’ll create a YouTube video talking about the exact same concept.

Once that is done, I’ll embed that video into all of the pieces that was created because Google loves YouTube. And if Google notices that if there’s a YouTube video embedded in a blog post, it’s more likely to rank it because Google makes more money off of people watching YouTube videos because it’s a part of their business model. They bought it for a billion dollars. Like, they’re they want YouTube to win.

Plan this in advance, though. Right? Like, one of the things that I would recommend is that if you are working on a blog post, a great way to I don’t know if this is your offer or any of you offer blog posts creation for your clients. But if so, one of the nice things that gave us a nice bit of margins in myself when I was a freelancer, a nice differentiator, was I’m not just gonna give you a blog post, but I’m gonna write you a Twitter thread.

I’m gonna write you two LinkedIn status updates, and I’m gonna write one for your sales team too so they can share it as well. Clients loved it because it was value add and it was additional. And if you can incorporate that into your package and your offer around copy, it’s great. If you need a way to do it very quickly, there is a tool called distribution dot a I, shameless plug, that I’m working on that I built where you can actually upload your blog post, your YouTube videos, and it will analyze your content, take all of the best practices directly out of the book.

We use the book to train the LMM behind it to actually craft content in your voice, but following our best practices around distribution. So for example, I was on a YouTube on a video with a podcast interview with the folks over at HubSpot. I uploaded it to distribution dot ai. I selected LinkedIn, and it used best practices to kinda create a status update that I would be okay with sharing.

I shared it on x. Got over a thousand and some impressions. It’s going to go out in a few minutes on my LinkedIn account as well, and this is all happening behind the scenes thanks to this type of tool. But I do encourage you to find ways to use AI to repurpose your content because I know that the the best part of, like, the process is creating the material.

So if you can put all of your energy and time into creating something amazing and then you let AI help you repurpose and distribute it, I hope that it evaporates all of the excuses that so many people make around I don’t have time to create and distribute my content. Now it should be easier.

Anyone remember this ad back in the day about Burger King with the moldy burger? I know it’s lunchtime for some folks. My apologies. That wasn’t the ad.

I made those in mid journey, and that’s something else that I wanna call out real quickly. Like, the power and the ability to create real looking images is wild. We all know this, but here’s a quick rundown on how I recently did this. I went to ChatGPT.

I gave it a bunch of my top quotes where I talk about the things that marketers do. It gave us a bunch of different examples. I then uploaded that to Canva. I said, Canva, can you, like, take these and put them into this image?

I got this, Mad Men inspired. I was like, oh, this is cool, but I wish you had some melanin. It went out and it actually modified that and changed it, had some that looked like me. I was like, cool.

This is great. Even better. I just scheduled a few of those after twenty minutes of, like, using AI to kinda go through that workflow, and it gave us eighteen thousand impressions and thirty new followers in a matter of minutes, folks. This is a wild time to be alive.

This is another image. It has two thousand some views. I uploaded a picture of myself. I said, turn me into a cartoon, Archie style, and then add this text, and it did that again in the matter of seconds.

It’s a wild time. Again, check out the tool, distribution dot ai. The model is simple, and you’re probably already freaking out. Like, that was close to twenty minutes.

I didn’t quite do it, but where in the world do I start? That was so much, right, in such a fast amount of time. It’s simple. Go back to the beginning and start embracing research.

It is a new dawn and it is a new day. Like, I think with all of you, if you are with Joe, you probably already understand the fundamentals of great copy. You understand the fundamentals of great storytelling and messaging. Perfect.

That’s where I want all of your attention to be. Create ridiculously valuable content and stories that turn heads, make people say, that’s amazing. I love that. And then tap into AI to repurpose and distribute your stuff more efficiently.

Let the world see it. It is such a shame. Some of you have probably created a piece of content in the last two years that would have fundamentally changed the trajectory of your career if you promoted it, if you distribute it, and if you didn’t jump right into the next thing to create.

That’s the thing that I I actually get upset about. So I’m not gonna say I hate, but, like, that bugs me. So many people are, like, one piece away from having a fundamentally different life, but the only thing holding them back is that they don’t promote their work, and it’s mind blowing to me. The industry is in turmoil.

Don’t get me wrong. I’m not here to just be all butterflies and lollipops. I know things are chaotic out there. Back in twenty nineteen, things were smooth and great, and now it’s chaotic mess with AI, with all this stuff, budgets getting slashed.

I feel you. I one hundred percent feel you. It’s a complete chaos over the last couple of years. But if you embrace this framework, I think you’ll be able to come out of it okay.

I think if you embrace this idea of putting marketing back into marketing, you’ve already read the book. So thank you for checking it out. You’ll be able to really win. So I’m rooting for all of you.

Let me know if you have any questions. Again, as I mentioned, that was super fast, but happy to chat, happy to jam on anything. Yes. I know.

You have to rewatch this slower than one x speed. My bad.

That’s awesome.

Cool.

Thanks, Ross. Everybody knows to put up their hand, raise their hand if they have questions, which Cody’s done.

If you don’t mind if we go in the order Let’s do it.

Raising their hand. Cool.

Cody. Awesome.

So thank you so much for that. That was really eye opening. Awesome. And you’re you’re right. Like, we do neglect the marketing part of the content creation. I’m so guilty of that.

So I was watching Neil Patel the other day, and he was talking about content. And he says to validate the offer on x because or not the offer, the idea.

Mhmm. And if it works performs well there, then make something bigger out of it. Do you agree with that concept?

I agree with the concept, but I don’t agree with the channel. So the reason why I don’t agree with the channel is because Neil’s huge on x. You might not be. If you are not huge on x and your people aren’t on x, then don’t be on x.

If your audience is moms, then you’re going on Pinterest. You’re going on Instagram. Like, you’re you have to know where your audience is before we start throwing out those types of concepts, in my opinion. If my audience is, like, the gamer world, I’m not going on x.

I’m going to Reddit. If my audience is my dad, I’m going on Facebook. Right? So you have to and I have to have an audience.

So, like, I don’t have a bunch of my dads on my Facebook. I have one. So it’s like I would have to go into a Facebook group with, like, sixty year olds so dads who love Mustangs. So I have to go into that group.

I have to join it, and then I have to create something for them and see how they engage with that. So you have to go where your audience is. I love the idea of testing on channels. For me, x was that for a very long time.

But I’ll be honest, I think a lot of the people who I typically would sell to have left x, not to have a political conversation, but, like, x isn’t as popular. I don’t see as much reach as I used to.

Mhmm. That’s why I would lean more to LinkedIn a bit. But Mhmm. The concept at the heart is true. A hundred percent. You have to get content market fit. But where those people are is dependent on your own channel, the type of content you’re creating, etcetera.

Instagram, like, think of, the up and coming wave of marketers. Like, my hypothesis today would be that the up and coming marketer is learning about marketing on Instagram, TikTok, and YouTube.

I think that’s where they’re at. I I don’t think they’re on x. I think they’re on LinkedIn and they’re intimidated, so they’re not publishing. But I think they’re consuming content on Instagram, TikTok, and YouTube, and they’re learning from the people who are on those channels.

Perfect. Okay.

Thank you.

I hope that’s helpful.

I know I get too passionate about this stuff and just No.

Yeah. I am too passionate.

Hope that was helpful.

You. Awesome. Michelle or Jess, you can do rock, paper, scissors, I guess.

I had a question on the testing in the book.

So when you’re testing on a channel, are you testing different content Yeah.

For your users at the time and kind of kinda like an AB test looking at one of the other?

So it’s a few different things that I like to test. So I like to put out, like, micro content to test a idea.

So, if an idea resonates with people and it has, like, a if it has a signal, which could be comments, for example, then I know that this is stirring people up. So I know that this is a type of dialogue that gets people talking, gets people going. If it if I’m testing for, like, retweets, that tells me that this is something that resonates with people and that they want other people to view as, like, something that they care about. So you’re what you’re testing for is, like, a lot of different things, and you’re trying to just understand your people.

So, you run it sometimes it’s AB testing, but sometimes it’s just like, let’s throw this out there to the world and see how they react, and then let’s go deeper if you start to see those signals. So for example, the whole concept of create once distribute forever started with a test. And it was a long time ago, but I put out a post on x. And I just said, like, the problem isn’t that we, can’t create great content.

It’s that we don’t distribute it. And the post went off, and I was like, that’s a signal. A few months back, it was a again, it was probably in two thousand and twenty. Two thousand and twenty, I gave my first talk on AI.

And I was talking about it, and I had a lineup afterwards. So it’s not it’s another test. I’d went from being the guy who always talked about SEO and distribution, then I was like, okay. Let’s talk about AI and try something different.

Nobody was talking about AI. I was like, let’s do this. And people were, like, lined up. I was like, this is something.

This is this is probably something. So you look for the and I gave a talk one day. I gave a talk that used a bunch of, like, investment analogies.

No lineup. People hated it. Nobody cared. It’s like, never doing that again.

So so you use the material. Once you put it out to the world to kind of get a gut check on the response, and the lower your barrier to test, the better. So, like, a quick one off post on social, not writing the full blog post and article, just sharing an image that you’ve been creating, that type of thing. So, yeah, the tests tend to be in in that more of that regard.

Okay. Another quick question, if I can.

You’re welcome.

You mentioned Discord. Have you been on that channel?

I have.

And have you seen any success with it?

Yes. But only in weird weird industries.

So seen a lot of success with it in crypto. I’ve seen a lot of success with it in, like, DeFi, and I’ve seen a lot of success with it in, like, the that very technical engineering space. So, like, we work with clients who might be building the the back end of the Internet, so to speak, like the, so let’s say you’re playing a video game and you’re streaming, and it’s like, I’m streaming with some playing against somebody in Spain. We need to make sure there’s no lag.

So we have found discords where the engineers who, like, think about this stuff are spending time, and then we’ll see that content in there on behalf of our clients, and that stuff goes wild. Crypto is all Discord. I don’t Yeah. That’s if anyone’s in that world and you’re not thinking about Discord, you’re missing out on a massive play because that’s them.

And that’s why I was going back to that Neil Patel thing. It’s like, x isn’t gonna tell you what Discord will tell you in that type of a a community. So it’s important.

But yes.

Thank you.

No problem. Jess, over to you.

Cool.

This has been so awesome.

I’m super interested in talking more about Reddit. Cool. I have two questions about it. The first one is, would you recommend that your username has something to do, like, with your business?

Cool. Great question. So if you are talking about you, as in Jess, and you are, like, a person who happens to have a business, then no. I would say just go in as Jess or Jay Haney or whatever. Like, I operate on Reddit as r simmons or simmons with a zed. I’ve got two accounts.

And I do that intentionally because if you go into a subreddit and you have your brand associated with you, there are two they’ve already got the spidey senses going. They’re gonna ban you. They’re gonna block you. They’re gonna get rid of you.

Bye, Felicia. You’re over here. However, if you were doing it for a client and they are a professional business who has, like, a proper incorporation and, like, you don’t know it’s a it’s like a marketing manager, that person would be better served as being, Joe from Copy Hackers. Right?

Because they are a, representative of that brand, and you don’t want that individual to then leave and that account no longer be valuable to you. So the way I recommend it is if you are the founder and you’re on Reddit, use your name. You won’t get blocked. You won’t get banned.

However, if it is an employee of the organization, then it should be Ross from McDonald’s, Ross from Esso, whatever it might be. Like, you need to have that type of a because you don’t want that employee to think this is their thing that they can just run forever, and they’re forever branded as that individual. It’s a corporate asset. In the flip side of that, you should also have a brand one.

So for the brand itself, it should have its own channel. So your client should have their own username. If any of your clients today don’t even have their own subreddit, that’s a quick win that you should give them. Hey.

I noticed that there’s no subreddit that you own. Go and create your subreddit because if somebody else creates it, Reddit will not give you that back. It doesn’t matter if you have the trademark. It’s a community.

So a community is not privy to the trademark rights. A username would be so you could get their username, but you can’t get their subreddit. Some of you are thinking what in the world are the difference? Username is what you log into, kind of like a Facebook profile or a x profile.

The community is like a Facebook group on Reddit that is, like, public for people to join, and there’s a lot of them. If you create them, you become what is called a mod, and a mod has powers to kinda control what conversations go on within it. If your brands and your clients don’t have their own subreddit and somebody else controls the conversation within it, it can get really, really ugly, really messy, really quick.

Okay. That’s such a good point. I didn’t even think about creating a subreddit, like your own server. That’s so smart.

Okay.

So my next question is, do you also try to comment on other things that aren’t just you putting up posts about, you know Yeah.

Different content and all that kind of stuff. So when people dive in, it seems more like they’re legit. Yeah.

Exactly. So you try to balance it. You try to have a little bit of content. You try to have the majority associated with your industry and your space. But, like, during the Fantasy Football season, I’ll comment on football stuff because I don’t want someone to be like, oh, he’s only here to promote his work, so I’ll leave comments in other places. The other day, I put up a post, and I was just, like, breaking down the best pizza shops in my city.

And I did my actual I did the methodology. I’ve went to New York subreddit, and I sorted the content by top posts. The top post in New York was about the best pizza shops in New York.

I was like, I can do that, but for Halifax.

Looked at it, studied it, analyzed how they wrote it, what their style was. I did the exact same thing, but in Halifax, and I submitted it to the Halifax subreddit, made it to the front page of Reddit. Somebody gave me this thing called gold on Reddit because they were so grateful that I reviewed all of these pizza shops. It’s like, it works. It works. It’s as if I know what I’m talking about.

Yeah. So go into other things as well. Even if it’s just for the fun of it. I just I love this.

I love this stuff. So most people have normal lives, and they don’t wanna do it for fun, but I do it for fun. I’m just like, this is crazy. It it still works.

But yeah.

Oh, I mean, okay. This has made me actually excited about context. So you said LinkedIn. It’s like, what? But, like, I love Reddit.

So Cool. Cool.

This is sweet.

Yeah.

I love that.

That’s awesome.

Thank you.

No worries. Hey, Katie.

Hey. So first of all, I found your book on the Kobo store, and I was like, wow. What distribution win? I’m so glad that it was here.

Oh, good. Love it.

It’s funny.

I tried to, like, spread it across all of the stores because I know not everyone likes everyone. So I was like, let’s get this spread out. I love that. Thank you for checking it out.

Thank you.

Okay. I would like to ask a follow-up question about Reddit, and then, my original question was something else.

So as an agency, would you recommend that I create my own subreddit for my brand? Like, at what level does creating your own subreddit start to pay off?

Yeah. I would create it just to make sure that nobody else creates it, and then you always have it. You don’t need to, like, manage your subreddit and, like, actively post. You could. One benefit that I think would be there is to repost if you if your agency has a blog, reposting your blog post to your own subreddit, to me, is a smart move because the LLMs are scraper Reddit. So that could help you.

If you are like, the only successful service companies that I have seen on Reddit are ones that you don’t really want to kinda they’re not successful. They’re huge, but it’s huge because they have a huge team, and people are talking about how to get, like, promotions and stuff. Like, Accenture, they have a huge subreddit.

They didn’t create it, and it’s a Gong show. Like, it’s crazy. Like, people are there sharing salaries and stuff. Like, people are talking about whether or not they should how to apply for interviews.

It’s it’s chaos. So I would get it just to own it and make sure that you have it, and then seed your blog code intent into that community. But I would show up as you in, like depending on your audience. Like, there’s a there’s a bunch of mind if I just go rogue a little and show my screen?

Cool. So, like, like, there’s subreddits like this, social media marketing. I don’t know if that’s anyone’s audience, but, like, there’s a hundred and sixty seven thousand people who are in this subreddit.

What I like to do is sort the content by top posts. I would go in here. I would say this year. And then what I’m going to find right here look at this.

Stop creating content nobody watched. This is this is the memo of distribution. So, I would review all of this, and I’d be like, okay. What are people caring about?

Is organic social media growth dead? And then this was ten months ago. You could literally go in next month and create a piece that’s talking about I tried to understand if organic social was dead. Here’s what I found.

And you create that piece, and it’s going to probably generate as much conversation as this.

These are the types of things that I look at to better understand what I should be giving a subreddit.

This type of thing. So, like, my experience with Blaze dot ai. I’m sure you all of you have used a social media tool at some point or some type of asset. If you created a post for this community where you give a quick honest review on it, that’s gonna be gold.

That’s kind of the way that I would be thinking about going into that type of a space.

Like, for that one leads into my follow-up question if I can, Russ Russ about, like, when it comes to a call to action, we’re creating this content, like, especially on my blog is very focused on driving calls.

Yep.

So if I’m creating a post on Reddit, like, what kind of call to action I know Reddit’s particularly touchy, but, Yeah.

Yeah. What are your best practices for, like, revamping our call to action based on channel?

Great question. So on what I like to do is you you wanna so there’s rules on every subreddit. Some of them say you can’t have a link.

Link. What I like to do is have the call to action to say, like, if you’re interested, do a quick Google search for, like, create once distribute forever, which was in my screenshot. That gets them to my book. Or I’ll be like, if you found this valuable, send me a DM, and I’d be happy to send you something.

And then my DMs blow up. Like, I get tons of DMs from people. They are people. Like, that’s what we all have to remember.

It’s not just, like, pixels on the other end. These are humans.

And they will DM you, and they’ll ask you, hey.

Can I get this resource? Can I get this asset? Tell me a little bit more.

So I like to use those types of call to actions already. Another great call to action already is just simply say, like let me see if I can show you real quickly here.

On Reddit, you have the ability to, like, include links on your profile.

So you can have here it is. I don’t have one on this profile, but you can add add a description. So, like, you can put your domain here, in the description of your account. So when people do click on you, which they will, to see, like, what’s this person all about, they’ll click on that, they’ll see your domain, and then they’ll transition over to your actual account. So, leave your links in your bio kinda like on an Instagram or LinkedIn, that type of thing, and they’ll go find it.

Yeah. And you’ll be surprised how off like, some of my posts from two thousand eighteen still get me DMs from people saying, hey. I wanna check-in. Like, does this strategy on Instagram still work? Because I created a post years ago on, like, how we grew an account from fifteen to a hundred and fifty thousand followers, and then people loved it.

And they’re still right asking, do these strategies work? And the answer is no. They don’t. Instagram’s algorithm has gotten way smarter than it used to be back in the day.

But, yeah, like, you’ll the the ROI is lasting.

Jessica or Joe?

I got here first, Jessica.

Thanks, Ross. No one else had their hand up, so I jumped in.

I have three questions. I’m gonna try to keep them short, though. First one is, we’ve talked a lot about, like, organic promotion of your content.

I’m particularly interested in advertising on Reddit. Is it worth it? It wasn’t years ago. Is it today?

Only the remarketing. And don’t tell Reddit I said it. Okay. The only way that I see it working right now is remarketing.

So the people don’t give enough information to do very targeted advertising. So the people who are subscribed to marketing are like, who knows who it is? But the people who visit your website and who visit a specific page on your website are one hundred percent the person who has that intent. So if you install the Reddit pixel and you do remarketing and they happen to go on this site called Reddit, which is the second most popular site in the world, so they’re probably there, and you show up, Great.

That’s what you want. So I see ROI in the remarketing efforts. If you have an email list and you’re trying to get those people back in, you can do that on Reddit too. So uploading a remarketing and look alike style audience like play, that works ridiculously well on Reddit.

Cold amongst friends.

Done it. But I might have a LinkedIn post tomorrow saying that you should.

Awesome.

Question two was around high and this was one that I had before before you presented today. So, it could be that, like, your solution, your distribution AI, I think, is what I have saved in my tab, can do the job, but I’ve been wondering about hiring people. So we’ve had content creators over the years, but we haven’t had any real success with repurposing content, asking somebody to come in and repurpose. We’ve so much content. We’ve always had so much, and there’s always more, but we never repurpose it.

Thoughts on hiring someone to do this. Agencies haven’t worked for us.

Yeah. It’s not easy to do.

The it can work, but it’s it’s not easy to do. Like, you have to you have to hire someone who really gets content.

And if they don’t really get content and understand that, then it’s it’s tough. You have to hire I have found that you have to hire for the channel. It’s like the the skill sets tend to be channel exclusive. So if you’re, like, you’re the LinkedIn person, they can become excellent at LinkedIn and repackage and repurpose for LinkedIn, and that can become their day to day.

And that tends to go well. But the moment you say I also want you to be on threads and x and YouTube Yeah. The the it gets a little bit tricky. However, I do think with AI, it makes things a lot better, and I think you can put people through some training to get them closer now to be able to do a holistic effort.

But it is definitely a difficult role. I think, if you have a social media marketer, like, my perspective is that’s the best person to train on this stuff. It’s like somebody who understands social, get them to be trained and taught this effort. Yeah. Or, again, we’re trying to fix it, fix the problem with distribution dot AI. So, like, upload your content there and see how that does and give all the feedback and things like that. But, yeah, when you have a plethora of content, being able to repurpose it is the is the is the play, I find.

Yeah. And I’ve tried other AI solutions for it and, like, garbage. Like, nothing.

Never there.

No. Never there. Okay. I know. Jessica, I’m sorry. My question might actually be something that Jessica cares about too, given your background, Jess, but I’m wondering about your book title.

Yes.

The people in the room are writing books. A lot of people here are writing books.

Coming up with the title is horrible.

So hard. So hard.

And I know that you’ve you’ve repeated the thing through the title throughout the model is great ones to appear. So I love that, the way you kept doing that in your talk.

Thoughts on the title and how to get there?

Yeah. It was tough. Yeah.

And everyone had opinions on other titles that we should use, like how to do x, y, and z, ten x distribution, like all of these things. And then I was like, well, this is something that I’d be comfortable saying over and over again. Like, my advice would be to find something that you’re comfortable having very closely associated with your brand and your name for a very long time.

And that and then, like, how can you make it alluring to make somebody see it and be like, I get it. That’s that taps into the problem.

That’s what I wanted. I didn’t want to be so on your nose. And even though it the topics like how great creators spread their ideas and you can too, no one remembers that.

Absolutely. No one remembers that. But they do remember create once distribute forever. So my advice would be try to be punchy, try to make it memorable.

I think it’s good to, like I think there’s a there is value in doing somewhat of what people are doing, but I wanted to, like, go against it. Like, ten x distribution probably would have been a hit, and it would have resonated. All that type of stuff. Like, people care. Like, it it works.

But if you can put something together that’s a little bit more unique and out there and, like, sticks to your brand, I would say do that too.

Cool. Thanks so much, Ross.

Are you running another?

I have just signed my contract. Let’s go. Let’s go. So Congrats. Yeah. And tomorrow is the talk about the title, which is a nightmare.

Yeah. Fair. Thanks, Ross.

That’s cool. Yeah. Hi, Jessica.

Hi. Thank you so much. I actually really like the subtitle that I was trying to play with subtitles based off of yours, Ross, so I like it.

Oh, I love it. Thank you. Thank you.

Yeah. Okay. So this is actually transition as well because mine is related to books as well. I was just wondering, whether it’s based off of what you’re doing with your book or what you’ve seen out there. But I’m just curious how your model or method changes, or is it pretty much the same when you’re working with a book and distributing from that?

Yeah. The book launch was wild. It was fun.

It didn’t change. It was the same philosophy.

It just got aggressive. It just got really aggressive. Like, take everything that I’ve talked about, and it’s kind of like a chill experience of distribution. And then when the book happens, you have to ramp up to complete shamelessness and complete living the value of distribution and being relentless with it.

That was the the goal for, like, the month leading up to it. Every day, there’s going to be multiple social media posts about it. Every day, I’m sending an email to, like, get people excited about what’s to come. Every day, I’m on my Instagram sharing a story.

I’m on every podcast that it will take me to talk about it. I’m sending books to people to get them to read it. And even if they don’t read it, I’m asking them to write me an email or a quote about it.

You’re just ramping up to make it a hit.

That’s it. Like, you just go you just put in the headphones, drink a lot more coffee, and for a short period of time, you just sprint to be aggressive with the launch. That was my approach. The one thing that I wish I would have done, and it’s exactly what I just said, I wish I would have taken no other meetings, no other calls, had nothing else on my plate.

I wish I was a hundred percent. Clients are good. I’m not taking care of clients. I’m not taking care of team.

I am exclusively focused on the book.

I feel like that would have been better for my mental health, and I feel like it would have been better for the book.

So my advice is if you are getting up to a book launch date, allow it to be all encompassing, but also be ready to, like, focus there.

Because what I wish I would have done is, like, written long like, I would have documented the entire process of what I was doing to make the book a success because it would have went so well with this concept. So if I would have been every day, like, recording a video, alright. It’s day thirty. We’re thirty days out and then twenty nine, twenty eight, twenty seven. Like, people would have loved that. But the video would have actually been me talking with clients and going on stage and speaking at events, which all would have been good, but, like, I would have stayed so focused if I could go back in time.

The next one. There will be another.

Cool. Thank you. And, actually, I’ve heard a lot of authors say that very, I wish I had just dropped everything else. I don’t know. It seems like maybe it’s the unrealistic dream to just drop everything else and focus only on the book. So you’re not alone at least.

That’s fair.

That’s fair.

Thank you.

No problem at all.

I think that’s it with three minutes to spare largely because you talk so fast, which is That’s fair.

That is fair. What’s the book title? What you have to answer this. So where are you what what are you thinking? Do you have a Oh. Direction?

Oh. Oh, it’s a nightmare.

Is it?

So they I can’t even.

So it’s currently called I don’t know. And when you say you’re you have people to say it all the time. I kinda can.

The original okay. There are three. I’ll just fire through them. Y’all can just react.

The first you’re gonna hate them. Everybody hates my titles.

The first one is called now build a customer, and that’s on you’ve built a product. Okay. What if you were to approach creating customers the way you do a product, so engineering your message? So So that’s now build a customer, which my publisher and everybody I talk to hates. Copy selling is the other one. And then the third one is the revenue factory.

Oh. I got it. Interesting.

I just These are all three are they all the same book, though?

Well, the first one is it would have a different intro chapters. K. Cool. Chapters are different. Yeah.

Cool. Very cool.

I love it. Any initial thoughts, y’all?

Now that I know that Abby’s put it to a vote.

Abby.

It’s kind of like when your friends tell you their kids’ names. Oh, did I lose everyone?

No. We’re here. Oh.

Oh, sorry. It’s like when your friend I believe that the I’m going to treat this like when my friends tell me their kids’ names. I love all of them, Joanne.

They’re so good.

They’re so good. All of them. I know.

There you go.

I’m, looking forward to the conversation that I have with my publisher about it. So Good luck.

I do like credit. They are good.

But yeah.

Yeah. I yeah. I think the revenue factor is interesting, but you have to be ready to talk about revenue all the time.

I know. I know. I just don’t wanna talk about I’ve talked about copywriting for ten thousand years.

And that’s what the book is about.

Fair.

They’re just, like, a lot a lot.

Yeah. There’s so much jam on it.

Yeah. Oh, don’t open the door there.

I’ve got Bob and April on a not Bob messed up and April Dunford on a nonstop thread. They’re like, stop talking to us about this. I’m like, not until we find it.

I don’t blame you. That’s awesome.

Anytime. Nonstop.

That’s cool. I like that.

Thank you.

Thank you all. I hope, you all got some value out of this. If you didn’t, don’t tell me. I have thin skin.

I’m kidding. But no. I would love any feedback if you have any thoughts or questions. If you try distribution dot ai, let me know.

I really would appreciate any feedback that you have. If we’re not connected on LinkedIn, just send me a note. Let’s connect and say that you were at the Covey school. Of course, that would be great.

And then, yeah, I’d love to stay in touch, but appreciate you all. Thanks for the time, and see you on the Internet.

Appreciate you.

Thanks, Ross.

Thank you.

Thanks, everyone. Bye.

Funnel #1: Appointment Booking Funnel​

Funnel #1: Appointment Booking Funnel​

Transcript

As usual, we’re going to begin with about twenty minutes of, training on something that we’ve identified we as coaches have identified as, something that is needed, for the students in the room. So, that’s what we’re gonna start with today. This month, there’s two things going on in Coffee School Pro this month. First is, wrapping up your q one goals, your targets, how’d you do, what didn’t you get done, why not, and then making, making your business ready for q two.

So setting up goals for q two and then turning those into tasks. So that happened on Thursday. If you didn’t get a chance to attend Ryze session on Thursday or you’ve not completed the work from it, go forth. Do it to make sure you get it done.

If you don’t have goals, it’s really hard to know where your business is supposed to go.

So we wanna have goals. Alright.

Reasonable goals, but also stretch goals. If you have questions about that, we have time after the minute training to talk about all of that stuff. But the second half or the second part of April’s training focus is on fundamental funnels. Now not everybody here is trying to attract new clients. However, almost I think everybody here gets leads coming in and wants to make sure that they’re treating them right. Because what if one lead is actually gonna be, like, the perfect client for you?

So we are working this month on three key funnels, minimum viable funnels. If you don’t set them up, why the hell not? We’re digital marketers. We’re in the business of making sure that our businesses are optimized online, so let’s do this.

So, you already got the workbook. You know what’s coming your way today, and I’m just going to share my screen. Now we’re talking about three funnels, that three parts of a larger funnel, but these three funnels work together. The workshop funnel, the appointment booking funnel, the retargeting funnel.

Again, this is for clients coming in. It’s also, though, if you are somebody who runs a digital training business or you’re planning to, this could be, people who come in who would be from organizations that would buy your workshop. So anywhere that you have to like, your in person workshop, let’s say, or if you run a mastermind, they’d come in and they book an appointment to see if they’re a good fit for your mastermind. So although it might look like, oh, this is only for client stuff, it’s just for any anything that you sell on the end of an appointment.

That’s it. That’s all we’re really talking about here. If you don’t sell anything on the end of the an appointment, I don’t know anybody in this room who doesn’t.

So I’m looking around. No. Everybody does. So cool. So then everybody should have these set up this month.

We’re going to start today with the appointment booking funnel, then, Perna’s gonna talk about struggling moments on Thursday, and those are specifically the exact struggling moments that she has had her clients come to her with. So it’s not how to find your clients’ struggling moments. We’re actually gonna bring Bob Mesta in from Rewired Group, the jobs guy. We’ll bring him in later this year to talk about that kind of stuff, like, how to find those struggling moments for your clients or leads if you’re not sure.

But what she is going to do is share what people have come to her with just to have, like, a really good discussion around that so you can get new insight into, let’s say, people who have hundred thousand dollar projects on their horizon where they wanna pay you six six figures to do a job that might feel quite different from where some people are today.

And so it’s good to start hearing about what those situations are like, what those struggling moments are for a higher ticket sale. So you wanna be here on Thursday for that. That’s going to be basically top of funnel thinking that you’ll be doing. Also, top of funnel is Ross’s session on Wednesday. Ross Simmons is in. Make sure you’re always checking your CopySchool Pro calendar.

Ross Simmons is in to talk about repurposing your content. So he’ll do some light upfront training. Bring your questions. Please have questions for him.

If you have any content and you don’t like making new content all the time, he’s the right person to talk to. Also, he’s got an agency that does, like, Reddit work for large organizations and things like that. So really worth exploring, just doing a quick Google search on Ross beforehand to see what all he does, and then bring some questions. It’ll be helpful.

Alright.

Perfect. So we are going to start with the appointment booking funnel today.

This one. Alright. Now I’m not gonna walk through all of it. You’ve had the workbook since last week or even the or even earlier than that, but you’ve had the workbook for a while. You have time to go through this, and we don’t have time to set up the entire funnel today. What I have done is put in CopySchool professional calendar.

Today has a work block for you. That doesn’t mean that you have a work block for you, but what I’m recommending is you find a day to sit down and do this. We’ve broken this into, like, how much time you should allocate for each of the things that you’ll wanna do as part of this, like, appointment booking funnel in a day, knock it out in a day. I don’t know how many people come to me and say, oh, yeah.

I was working on that, and something’s, like, eighty percent done or sixty percent done. You just have to get this one other thing done. Do your best to knock it out in a day. If that means the kids see their grandparents this Saturday so that you can get up at six in the morning and work till three in the afternoon on this, that’s part of getting all of your business stuff in place.

So the appointment booking funnel is really just a matter of do you have a place to land people? We’re not gonna worry about what comes before it. We’re only focusing on the appointment booking funnel itself. Okay?

So there’s two general ways into most appointment booking funnels. The most common one for almost or I guess everybody in the room if you don’t yet have a workshop up is this. There’s some unknown lead who is landing on an appointment page for you. So book time with me, book a call with me, whatever that call to action might be, your consult or your, consulting page, whatever it is.

That’s where we’re mostly going.

This is this. We’re showing over here.

Because we’re gonna be talking about your workshop funnel next time, next Monday, this is the other way in that you’ll have. So you should have two landing pages that drive into the same final points for your appointment booking funnel. Different traffic goes to different places. You don’t know people going to the unknown lead appointment landing page.

You do know people going to this one, and you know them simply because they have done the workshop. So you don’t necessarily know them, but they’ve completed the workshop, and then they land here. Okay? So two landing pages, each are a little bit different.

We’ve got a video on the post workshop appointment landing page. That’s the match trigger tease video that I taught, like, last year, I think, around this time. I’ve got a link in here to go find that video, if you’re not sure what it is, but it’s really quite useful.

There’s an embedded scheduler. There’s risk reducers. So after I’ve watched your workshop and I’ve got the I can see this video now. I watch it.

It auto plays whatever however you set that up. Again, it’s minimum viable. We’re not talking about all the minutiae of everything. Just get the thing standing.

The scheduler embed right there on the page. Do you time it? Don’t you time it? You figure that out.

Risk reducers. And then any extrinsic motivators, other things that could be pushing them to go such as, let’s book it in the next three days in order to lock in a full half hour. I don’t know. You decide that.

But what other motivator do they need to get them there? Outside of the intrinsic motivation of I want a better outcome for myself. I wanna work with someone who’s clever. But what’s the other stuff you can kinda push on them?

So we’ve got that as one landing page. The unknown lead landing page has your diagnostic video. I know there are a bunch of a couple new folks here right now, and anybody watching this as well is watching the replay. The diagnostic is a whole thing.

So we can talk about that separately, but go through the Copy School Pro training to search diagnostic, and you’ll see a bunch of videos come up for that. So we’ve got a diagnostic video. We’ve got extrinsic motivators, which could be very similar to these extrinsic motivators, except they’re two very different audiences.

One has just spent time with you and believes in you. The other might have found you on LinkedIn or someone said something about you and now that’s how they found you. So two different audiences, probably different motivators drive them there, risk reducers, and then a scheduler that’s embedded that’s probably gonna be timed, but we can talk about that. That then drives they both drive to the same page, an appointment confirmation page.

More video here. Video is cheap to produce. We can all hold up our phone, talk into the thing, edit it immediately, post it on a website. Done.

Easy. So video to motivate those show ups and then a checklist of how to prepare. Now when we were doing last month when people were doing their sales qualified lead funnel audits, nobody had any of this stuff in place. Right?

So it can be like, woah. There’s too much here. There’s so much here. It’s really quite simple, though.

Just do what you can to get them to show up. You on camera being, like, friendly, being on brand is going to help a lot, and then telling them how to prepare. And we’ll get into that checklist right away here. Then you’ve got the appointment show up sequence.

These are emails. If you don’t like writing emails, it’s time to start writing emails. It’s for you. You’re a copywriter.

Money comes out the other side when you write them, so write the things.

We’re gonna have timed emails, trigger based emails for an action, and framing who shows up. So make sure people understand the right kind of person to show up and what it means when they show up, which we can talk about. Now we’re not, again, we’re not gonna get too deeply into any of this. I’m gonna pop down to one part that I want us to script together today, and that’s it. So what I wanna show you here is there is a complete checklist for you.

The only thing getting between you having this page in place or this funnel in place and today is whether you’re willing to sit down and just apply yourself and do this.

There will be things that might make you wanna not do it. I’m not interested in entertaining any of those. This is what your business needs from you. Let’s do it for our businesses.

So, you’re gonna do planning, development, and ideation. This is broken down into exactly what to do. Give Give yourself ninety minutes, no more, and potentially less. If you’re like, nailed it.

Did that in thirty minutes. Cool. You win. That’s awesome. Now you can move on and maybe spend more time on writing or production, or you can also slay those much faster too.

So the writing side is gonna be scripting the video for the post workshop page, developing talking points for your diagnostic video. If you already have your diagnostic video recorded, cool. It’s ready to go. You just drop it in here.

Don’t mess with it. Don’t overthink it. It might not be perfect. We’re just trying to get this thing standing.

Then you want a script and appointment confirmation page video to motivate those show ups.

Pretty simple stuff for copywriters just like a one minute video that makes people wanna show up, make sure it’s got a hook, the usual stuff.

Writing a three part show up sequence, so what happens when they book, getting them to add to calendar, what about twenty four hours before and thirty minutes before. This might not always be email either. If you’re accepting people signing up with their phone number and they’re saying, yes. You can text me, then you can just go ahead and text them instead, and that’s much better use usually for show ups than email.

And then writing any trigger based emails based on an action. Did they open anything or did they not open anything? Did they click or did they not click? Did they schedule or did they not schedule?

Integrations with Zapier, really straightforward. Zapier used to suck. Zapier is now awesome with their AI generator to, like, really throw together those zaps pretty quickly. So then comes production. This is gonna take the longest time. I know that it can feel like, do I have to learn all this stuff?

If you have money to throw at somebody else doing it, throw it at somebody else. I know for me, when I was starting out, I learned Camtasia. It was slow. I learned Photoshop. It was slow, but it made me able to do anything whether I had budget for it or not.

So you don’t have to hire this stuff out all the time, and tools are so much faster and cheaper than Camtasia and Photoshop. So now with Canva Canva alone, you can produce everything that you need to make it look better, including editing your videos. So, yeah, that’s the breakdown of what you will be working on. You can see that it’s about seven hours worth of time, so it’s about a day’s worth of work.

This is some of the stuff. You can go through, come up with it. Obviously, you can just put this on your own worksheet as well if you want to. It doesn’t have to be in here.

I know some people here print off every workbook and put it in a binder, which is great. But just go through and make sure you’re doing this work. This is the video I told you about on, that post workshop video script. Diagnostic video talking points.

This is the part that I wanna work on today because it’s fast, it’s easy, done. So what I would like is I’m gonna walk you through what this is, then I’m gonna give you five minutes just to, like, knock your video script out. Use AI if you want to. If you wanna, like, take this, upload it to ChatGPT, and make it right for you, I do not care as long as you get the thing done.

Okay?

We can make it better later. Don’t be perfect about it. Be the opposite of perfect. Be, like, embarrassing to yourself with just how, like, rapidly you just knock this crap out. Okay. Later, we can make it not feel like knocking this crap out. Alright.

This is, again, the appointment confirmation video script. Someone, whether they have watched your workshop or not watched your workshop, lands here. All you’re doing is saying, hey. Well done.

We’ve booked you in for this. Make sure you’re matching their excitement for taking this next step. That doesn’t mean when I say match their excitement, I mean, match their actual excitement, not match a cheerleader’s excitement, match what’s really going on for them. Like, are they trying to like, what problem are they trying to solve?

Do they worry that you might not be the right person? Now you don’t have to talk about that. Just make sure you’re on the right tone with them. Okay?

And then tell them what they can expect in this fifteen or thirty minute call. That’s it. Match what they’ve done. Hey.

Well done on booking in your appointment with me. I don’t know. Match their excitement for taking this next step, and then tell them what they can expect. That’s it.

Then below that, you can either talk about this in your script, although I recommend that you only film things that will truly be evergreen.

So if you’re like, look below to get the cheat sheet on how to prepare for our call, and then it’s not actually below later for some reason, just don’t put anything in video that you can’t make evergreen. So this might be the kind of thing that you do wanna talk about in video where you’re like, well, of course, they’re gonna go check their inbox. It’s always in their inbox.

Or if it’s, hey. We only do this stuff by text or on WhatsApp, make sure you tell them where to go look for the confirmation.

Tell them that they need to accept the invitation now or else. So what’s the consequence?

If you don’t accept this invitation and I go to see it and it’s, like, the day of our appointment and you haven’t accepted the the, you haven’t confirmed this invitation, then we cancel meetings. So please just go to your inbox right now, hit accept, and we’ll see you in this call.

Tell them whether they can or can’t invite others. Do you want them to?

If it depends on your ICP. It depends on what you talk about in that first call. Tell them what they need to bring. So if it is, hey.

We’ve just you’ve seen the workshop with the diagnostic. Now, of course, this has to be for two audiences. So as long as you know they’ve both seen the diagnostic and you can say, hey. Why don’t you bring your diagnostic worksheet to our call?

Because then we can talk through some of the bigger opportunities that you just identified, and then what they can expect by the end of the call. By the end of this call, you’ll know if I can work with you, if we’re a good fit, where we could fit you on a schedule, if we’ll hit your deadline, or what might have to be adjusted to make this work. Like, really help them understand what they’re gonna get out of it. And we’re gonna do this all in a one minute video.

Okay?

So any questions before you just start scripting this post post appointment confirmation video script? Any questions?

No? Good. Let’s take three minutes and just fly through it. Alright? Alright.

Okay. You got an extra thirty seconds. You’re welcome.

Now is the part where you go on mute, if you’re not already on mute, and you pick up your phone, and you record the script you just came up with so that you have at least a first draft ready to go. That’s it. Pick up your phone. Make sure you’re on mute.

You can go off camera if you want to. If you don’t want people to watch you recording it, by people, I do mean me, and just record it. You got a minute. Just nail it.

Just there’s nothing you can do wrong here. Just record the thing.

Yeah.

I hope I’m not interrupting someone’s recording right now.

If I did, I’m very, very, very, very sorry.

But that is time. We’re at ten twenty five, twenty five minutes after a start.

Also worth noting is on request of some folks here in Copy School Pro, we have dedicated a week to it’s a get shit done week. You’ll see that also in your calendar too. So the next so today and next Monday, we’ll be talking about two key funnels.

Then on the twenty eighth, we’ll talk about, a retargeting funnel, which is somewhat it’s optional to set the funnel up. But what I want you to do that day is at least get the right pixels running so that LinkedIn is tracking traffic from that’s to your site and then off to LinkedIn, etcetera.

So that meta is as well so that when the time comes for you to do retargeting, if you’re not already, but I know some people in here have courses, others wanted to have courses and other additional products.

You will want to be doing retargeting ads at that time, and you’ll want Facebook, Meta, and LinkedIn to know more about, like, who’s coming to your, site. So that’ll make it easier.

Okay. So I’m telling you that because for the next two weeks, I’m going to have you do some of this training, and you might be like, I can’t get these things set up. That is what the week of the twenty first is for. So every day, we put in a two hour work block.

Do your best. If you can’t make those work blocks work, find time around those work blocks to use them to set up these funnels.

Get them finished. If you can’t do it right now, that’s okay. Alright. Did anybody actually record their entire video?

Liesel?

Cody?

Most of the way.

Most of the way.

Got, like, five seconds in. Yeah.

Yeah.

Like five seconds.

So Next time.

Okay. Good.

And that’s okay. Just practice it, then do it on your phone. It doesn’t have to be better than that. Okay.

Cool. Cool. Now we are in the part of the session where if you have any questions, we talk about them. Please put up your hand.

Do you raise your hand using the react hand raise thing like so, and then we go in the order that y’all show up. Now this month, we’re still gonna focus on your wins, I think. At least today, we will. So, before you ask a question, start with the win.

Share your win, and, and then we’ll go on to your question. If you want the whole room to help you out with your question, just let us know, and that’s what we’ll do. Alright. Liezl, we’ll start with you.

What’s your win?

My win is that I checked my LinkedIn, like, I don’t know, analytics, and it says that the same people who are industry, like, leaders, influencers in the space are looking at my profile at least once a week, if not more.

Right. So yeah. Big. That’s pretty cool.

That’s I know.

Right? So I’ve been reaching out to some of them. Yeah. Yeah. And then my question is and, I mean, I’m opening it to anybody who can help me. But I have a client right now who is I’m doing a go to market strategy for just to kind of take an audit of what his people were wanting, etcetera.

I scheduled a go to market, like, pre strategy, like, check-in just so that we can make sure the marketing standpoints and stuff line up with his ideas because he is he asked a million questions, and I wanted to, like, use this as a way to preempt it. So I have that tomorrow.

My question is, any tips for making sure that he like, I have all the data to support everything. He trusts me in general. I think he’s, you know, ADHD, like me. So we ask a lot of questions, and so I wanna make sure that I leave him feeling happy and excited about his strategy going forward, but, also, I don’t want the call to last, like, five hours.

Yeah. That would be a first note. If you want to leave them energized, make it a short meeting.

Like, that’s a huge thing.

So how can you keep it down to, like, twenty five minutes, and how can you invite talking and thinking from him?

Which I know is hard when you’re presenting something. Right? Yes. But it’s important to be able to build in those times to stop and let him chime in. If he’s a talker, that’s particularly difficult.

But you opened it up to the room. So anybody wanna share how you keep clients? Basically, Liesl, your question in a nutshell is for the room.

How do you, yeah, how do you present, like, the preliminary strategy to someone to get their approval without making it last forever and leaving them happy?

Anyone? Anyone wanna share? No? Does everybody struggle with the same thing?

I I can share something that I think I I think might help or that I do. I think this is what you’re asking, but sometimes I will send them, like, a Loom, like, like, a map, like, a messaging map or something like that with, like, a Loom video and the Google Doc just kinda walk you through what we’re gonna talk about on the call, like, the day before so that they have a minute to see it before and they have that to them. We get on the call. It’s really more like q and a and and follow-up and stuff. So that’s something I’ve tried.

Awesome. Like it. Yep.

Yeah. Even like a summary of the talking points, if you don’t wanna share the whole doc beforehand, like, here’s Yeah. What we’re gonna be talking about. These are the nine points I’d like to cover.

But we’ll focus on these three unless you want to talk about any of these other ones. Yeah. Anybody else wanna share?

I would say maybe just have your if you have your agenda of, like, nine points that you wanna get through, know in your head which ones are your must cover and which ones are your nice to get to if some things do run over. So you at least know, and you’re not kind of floundering about what comes next.

Awesome.

Very needed.

And then if you can send anything in advance, the usual, like, coffee gift card, right, to say, like, please show up energized.

Because we’re gonna be I’d love you to be engaged in this, and I’m gonna be presenting a lot, but I’ll also be stopping to ask you questions.

You may need to be caffeinated for this.

Yeah.

Right. Yeah. I like that idea.

Yeah? Perfect. Yeah.

Thank you.

I know it’s hard. Try not to talk too much, but it’s hard because you’re presenting. So just, like, practice and bake in pause for questions. And, like, a good question to get them to actually speak, not any questions, but rather, like, something that’s more about the thing you just discussed. Like, how does it sit with what you were expecting?

Something else that kind of opens things up. Yeah.

Perfect.

I never have any questions when someone says any questions, but but there’s definitely stuff I’m thinking.

Yeah.

Yes. Okay. Okay.

Okay. Thank you, guys. Awesome. Thanks, Liezl. Katie, I had you up next.

Okay. This is more related to the training. I’m just Okay. Am I on mute? No. Okay.

I just feel like I’m stuck in a loop, and I really want this checked off this week.

So they they come to my website.

Yeah.

They book a call. On the book a call confirmation page, I have already filmed the video saying, hey. You’re booked. The best people who get the most results from this call have already watched this video.

It like, blah blah blah about the video.

And then on the page, I also have, like, the what I cover in the workshop, a testimonial. So that feels good. But then people who watch the workshop, they on the workshop, there’s a booking link. Like, so they watch the video, then they have, like, to book a call. I guess I’m answering my own question, but is the answer that that is a different booking link so that when they book, they are not redirected to the page that gets you to book a to watch the workshop?

If they’ve already watched the workshop so yours is set up before what we’re teaching today. Today’s is set up in reaction to having seen so few SQL funnels in place last month.

So if you already have it, Katie, where you’re like, no. No.

I’m good, but I land what I’m hearing is you need two separate confirmation pages, whereas the finalized those days after watching the workshop, they need to go to a different confirmation page than people who have not yet watched the workshop.

In that case, if if the one that yes. It sounds like based on what you’re saying, you need two different pages because you’ve done it that way, which is great because that means you already have something in place. So good.

Good. Make two separate pages.

Just keep it tight.

Keep it straight.

I’m right that when I looked at the map in the handout, I was confused because that’s not what I have.

Because it’s different because you already have something in place.

Yeah.

Okay. Perfect. Okay. Thank you. I’ll just go back there. Good.

And that’s why I didn’t ask for when because it’s about today’s session. Caitlin, do you have a question about today’s session or something else?

Okay. Let’s go with that.

Yeah. I mean, I have questions of both, but I’ll start the the today’s session. So because I rewatched the video and the intensive about the funnel and came up with a lead magnet that was minimum viable, me on video explaining how we got this, like, two hundred plus percent uptick on on the sale webinar, sales with my client.

So it’s gonna be, like, sort of, like, the case study and then giving them some tips.

What with the workshop that you’re suggesting suggesting, is that, like, the ultimate goal? And if so, why? Like, is the workshop better than a video case study? And, also, if this is in the intensive somewhere, just tell me to just go find it. Okay.

No. That’s okay. The workshop comes up a lot as does the diagnostic, and they mostly are the same. Ideally, the workshop has the diagnostic in it.

Just so that’s an ideal state. The reason that a workshop with a diagnostic is useful is it it gets it gets people over a bunch of hurdles around, oh, you’re just another freelancer or you’re just another agency.

It helps them as soon as the person starts learning from you, they just trust you way more. I find that, like, that’s and I’m pretty sure there’s data on that. So and I’ll actually look afterwards. So you’ve got data on that so you feel better about that.

But I know anecdotally, people who come to me and say, I learned this from you. How do we hire you? It it never goes badly.

So we want them to show up not just most interactions with a freelancer are nothing to write home about. No one really feels anything. They’re mostly worried all the time like, oh, shit. This might just be another bad freelancer.

And that’s the case for people who have money to spend. I’m never gonna be able to help anybody who’s like, I just wanna get in somebody who has no money to spend. I don’t know how to talk to those people. They’re worried all the time.

But people who have money to spend just wanna make sure that they’re getting the right person in so they’re not wasting ten, twenty, thirty thousand dollars on someone who doesn’t know what they’re doing. If you have a diagnostic that’s baked into a workshop, now you’re showing them. You’re putting your brain on display and inviting them in to see how you think. Right?

So that’s where a workshop is an ideal thing with a diagnostic in it that much better. Does that make sense, Caitlin? Yeah. Mhmm.

Does it help with your question?

Yes. Because I think it brings me to my decision of just going with this minimum viable thing as my opt in for now. And once I get the the standing, that can be the next thing that I do, maybe next quarter, the workshop.

As your opt in, and if it’s minimum viable, that’s fine. What is your lead magnet? It’s a case study.

Yeah. So yeah. The title I landed on was something like the three hour fix that tripled sales because basically and then just kinda going through what my client or what I did with my client in her webinar. And it has to do with voice of customer data, and it, like, talks about how it’s, like, one optimization to, like, just kinda get them into, okay, optimization. Optimization is a good thing. Like, that’s what I need to be thinking about.

Okay. So the reason that you called it a three hour fix is to get them thinking about rapid fire optimizations to sell the retainer?

Rapid fire optimization.

The reason I say that is because three hours, to me, when I hear it and I know you’ve got this in place, but this is what coach this is why we’re all here.

Right? Like, let’s yes. Minimum viable, but is it is it viable? That’s my one concern right now in hearing about that as your lead magnet. The three hour fix, what are we telling people?

What I do is fast. You should expect rapid high results from the thing that I do.

Is that the kind of client you wanna attract?

Okay. Yeah.

My my pause on that. I’m like, you’re gonna get some shit leads in there who are like, hey. Just I’m gonna hire you for three hours. Do that for me. I’ll give you five hundred dollars, Caitlin.

Yeah. Right? So I wanna elevate your your prospect so that they come to the table going the ultimate thing is we want them to go, I hope I can afford her. That’s that’s where we wanna be. And the more we’re, like, we’re expecting more of them by saying sit down. I’m gonna walk you through this diagnostic, which eliminates people who are like, I don’t have time for this. I don’t wanna work with you if you don’t have time for this.

And that’s part of it. Right? So to be fair, when we’re selling courses, we are attracting, like, thousand bucks to buy coffee school for life. That’s not a good strategy to attract a a large organization, but we would never use it for a large organization either. We’re not saying it’s a thousand bucks a pop at all, the opposite.

And so there’s a time for three hour fix got us this much.

Is it when you’re trying to get a person to book a call with you?

That’s my question for you.

Yeah. No. I think that’s a valid thought. So and it’s not too late for me to kinda change the title and stuff of it.

Yeah. And you can still build that. Like, you can still hook them in your workshop with, like, let’s start with, like, quick wins. Yes.

They’re possible, but they’re usually possible once you’ve given a lot of thought to something. Right? Once you’ve been, like, absorbed in a brand, quick wins come up better. Here’s an example.

Show them the two hundred percent win that only took me three hours of work. Of course, before that, I had hundred hours being exposed to the brand. Yeah. So then you can then get towards, like and here’s how we understood that this was the thing to work on, and that brings you to your diagnostic, and then I book a call with you.

So I’ve seen you do results. I see I see that I have to work with you for a good amount of time in order to start getting those quicker results, but it’s possible, and here’s how she does it.

Okay.

Yeah. Awesome.

Okay? Thank you. Mhmm. Cool.

Sure. Alright. Anybody else?

We’re low on questions these days. Is it spring? Are you all gardening?

That’s taking up all of your time.

I know I Joe, I just had a question about, I popped it in the chat if that’s the correct Yes.

So what you’re talking about?

It can be. Right? So the match trigger tease as a video is, like, match where they’re at, and then help them know, when they’ll be ready for the next thing. That’s the tease.

Right? So, how will and the trigger for the tease. So that’s why tease, the trigger can go both ways. You can either tease then tell the trigger or say, here’s what might happen and here’s what that will mean for you.

And sometimes that could have, like, a mini version of your workshop baked into it.

But are are you asking this because you’re just looking for the video that’s about the workshop, or are you asking this because you watched the MTT ladder prep framework and you had questions about workshop stuff in it?

The first one.

Because I already have my diagnostic for that?

Yeah. And I just wanna make sure that I’m finding, like, what is supposed to go around the diagnostic Okay. To make it into more of a workshop vibe.

Okay. Sarah is here because Scarlet’s there.

So, Sarah, can you I’m on it?

Yeah. You bet. You.

Okay. Thank you.

Awesome. Thank you.

Oh, she says on it in chat. Perfect. Thanks too. Okay. Good.

So we’ll get that going. And then, Jess, if you have more questions about the workshop, we can put together more workshop training, like, next month. Right? Cool. Okay.

Awesome.

Caitlin, you’re back because you had a different question. Yes?

I am. But Jenny also has her hand up. So if you want to go because I already chatted.

K. Jenny Jenny is being welcomed in.

Jenny, what’s your win? And then unless your question is related to today’s session.

Yeah. So sorry. It says questions only about today’s session right now. No.

I mean, if you ask any questions, if it’s not related to today’s session, then you have to start with a win.

Okay. It’s not related to today’s session.

Okay. So what’s your win?

So okay. So my win, I think literally my win is joining this program, honestly. Like, that’s the first one that comes to mind. I joined the program. I’m excited.

So that’s a big win for me.

Okay. And so my question is I’m working through like the intensive, right? Just to get my offer kind of on lockdown a little bit better. And so I just wanted to share with you what I’ve kind of come up with and I’m thinking about just I don’t know just to bounce it off and see if you can see anything that I don’t see I guess and what I think I want to like focus in on is doing like the like, when you wanna evergreen something. So the the funnel from, like, webinar to sales for, like, a group program or course creators.

I think that’s what I wanna do. That’s what I I’ve done a lot of, but I just haven’t been like, I’ve learned a lot already so much being here. I haven’t been, like, optimizing it in a retainer or doing anything like that, and I think that’s the angle that I kinda want to lean into.

Okay. So Evergreen webinar that drives to a sales page largely for group programs?

Yes. Okay.

Cool. And then that’s I mean, we already have people in here who are doing that exact standardized offer, so doable.

And we can refine that, of course, as you go. It’s really a question, I think, of your ICA slash ICT, who you’re targeting. So have you got that sorted out as you’ve been working through the intensive?

Yeah. So I think that was kinda my next question is, like, should I just keep going through the intensive and doing those worksheets and just doing that to get more clear as I go here? Yeah.

Yeah. The first three weeks of the intensive will be the the bigger ones to really, like, nail down.

But you also don’t wanna work on those alone. So as you’re going through them, make sure you’re posting questions in Slack and bringing your, questions and ideas to feedback Fridays so we can talk one on one about that too.

And then in these these situations as well.

But the first three weeks are the the big ones.

Yeah, the I know so Evergreen webinar and then the sales page, we just really need to make sure that your ICA is looking for those things from you and values them. I’m sure that they do value them. I’m wondering about the emails and retargeting ads and other things that people want in there. I’m not saying you have to do it at all, but rather let’s just make sure that as you’re figuring out what your standardized offer is and the retainer that comes off of it, what does your client expect?

What does their team already look like? Like, what resources do they have? If you’re like, well, they’ve got an ads person driving traffic in and doing retargeting ads. Cool.

Then you don’t have to worry about that as long as you’re available to discuss those things with the client, not to do them. But if the their ads person comes to you and says, we’re doing retargeting ads, for people who dropped off the webinar.

Any ideas? You’ll probably wanna have some ideas there. Okay. Yeah. And that’s okay. You’ll work on that. You’ll become the expert in this for your ICP.

That’s it. That’s the job now is, like, becoming the expert there on that. And then the sales page, it’s really between these things, the evergreen webinar and what that means.

So an evergreen webinar lives on a landing page. You have to register for it. So if those are two things that you’re also setting up as well, are you setting up the webinar, or do they have a webinar?

Are you evergreening an existing webinar, or are you starting from scratch and doing a new webinar for them? Does anything come to mind on gut right now between setting it up from scratch or evergreening one that they run as a one time offer?

It’s usually what I’ve done is evergreening one that they have done, or they’ve done so many launches and they’ve tested different, like, master classes and webinars throughout all their launches, and then they, like, test them evergreen.

Yeah. And things like that. So they usually have it, but then sometimes when we work together, they’re like, I think I need to redo my webinar. And so then they’re, like, redo it a little bit.

So Yeah. Yeah. So I think they already have. Like, I don’t wanna create anyone’s, like, webinar for them.

Yeah.

But I can I like to do the the opt in page and the thank you page, sales page, and, like, a sales sequence that goes out after the webinar, I guess? So Yeah.

Yeah. Okay. Good. Okay. That’s great. And then those are optimizable things. If there is a sales sequence in there, then that’s the most optimizable thing on an ongoing basis.

So that’s where your retainer really will live. But every all of it will be. Right? Your your job will be to get results from their evergreen webinar funnel for this particular type of program.

So, yeah, sounds like you’re on track.

Okay. Should I do some, like, market research or something to figure out, like, how how much would you spend on this? What’s your team? Like, I just yeah. To know a little bit more. Yeah.

Yeah. And that’s in the intensive too. It’s really, like, breaking down what their business looks like. Yeah.

Which ideally, if you I think when we were talking, you have I have Mhmm. Some people you could talk with about this. Right? Yeah.

Yes.

Yeah. Okay.

Okay. Yeah. Okay. Okay. Thanks, Jenny. Thank you. So okay. Caitlin, what’s your win?

My win is I’ve been just digging into numbers of my client just to, like, pull out more very concrete numbers of, like, upticks and this and that. And I have some good exciting ones, that I can just use in content and blah blah blah moving forward. So that’s a win.

Yep.

And then my question is and, again, excuse me.

If if this is in the intensive, I will just go back. I’ve watched a bunch of it, but my brain needs to rewatch a lot.

The triage calls, it’s different from the way I used to handle things previously. I always would do a thirty minute discovery call and just kinda knew how I handled that.

The fifteen minutes sort of get to know you, like, should we book another call? That’s different, for me. And so do you have is there, like, a skeleton or a couple points that you have to kind of guide yourself through that short, short call?

Yeah. Yeah. We actually have a COP that our s d COP and SOP that our SDRs.

I’m just wondering how many abbreviations I can throw out in a single sentence.

That they followed that we can just share. And it was for it for us, it’s for something that’s not services.

But I can share that with you as a starting point. The what’s pot what’s what’s getting in the way for you there? Anything particularly or just it’s a whole new way of doing it?

Yeah. Yeah. Just that it’s a whole new way. So and and I’m gonna do it. Like, I that’s where I’m just gonna follow this to a t.

I just right now, I’m like, there’s just a little bit of a blank space Yeah.

Of how to handle it other than talking about, you know, what made you book this call? Yep. How are things going in terms of, you know, the problem that they’re having?

And seeing if we like each other.

Like, I I like, I’m like, well, I need in my brain, I just need to know that I’m bringing you from point a is how I open, then I make sure I go to point b, and then we close on point c. So I’m just trying to figure out what my concrete ish structure that is flexible when we’re there in real time is.

Yeah. Totally. Okay. So one part will be just sharing that SOP with you so you can see, like, what some of those, like, conversations are. The the reason that I want it to be fifteen minutes is you generally do know if you click with a person or not pretty quickly. And if you’re booked for thirty minutes, that can suck. It also helps to have, I think, to arrive in a call with the constraint of time so you don’t just sit around talking.

I have found that this can sound weird. I don’t mean it weird. I just what I found. People like to be handled. So move me through this conversation more than chill.

There’s, like, a more, like, a sales drive there.

So that’s why one of the reasons it should be fifteen minutes. Let’s just, like, nail down if we should even work together, and that’s mostly gonna be on, like, when I talk to you. Do I like you? Do I like if you said something to me and I didn’t agree, would I, like, wanna fire you right away?

If so, then, like, we probably shouldn’t work together. And you’ll know that. It doesn’t mean that you should be flippant. I’m not saying that either.

But fifteen minutes is plenty of time to determine what their challenge is.

Ask that question of, like, okay. So you want x result.

What’s keeping you from getting that today? Have them really open their minds up to what is keeping me from that? To allow you to have a better challenger sale conversation in that one hour call, which is when you’re really gonna dig into, yeah, the the challenger stuff that we talk about, which is a workshop we have out there somewhere. If I haven’t talked to you about it before, I’ll find that too so you can see what that looks like.

Yeah. Okay. So Yeah.

It’s really just kind of about, you know, part one determining the problem, asking that, what do you feel, or maybe the oh, yeah. Opening the gap too that you talk about, like okay.

What’s keeping you from getting there? And then is it, you know, just hearing their pain points and getting that VOC for your follow-up stuff and just from there kinda just being like, okay. Like, I’ve considered this, and I I think we we might be a match here. Let’s book a call to, I don’t know.

Let’s, like, like, let book a follow-up call to, like, speak, you know, more about logistics and and when we could get started?

Well, so the follow-up, the one hour call is like it’s a consultation.

You are sitting there with them, and before that, they should have done work.

And so the work could be, hey. Watch this diagnostic video. Bring the worksheet with me. Sometimes that’s it. Right? Pretty straightforward.

But a lot of times they’ll already have watched your workshop before the fifteen minute call. So it’s not always gonna be that, but that’s really a question of mapping out what your funnel looks like so that you know, what they’ve already seen, what they haven’t seen yet. Great.

But that one hour call, for us, when I was running agencies, it was bring here’s what I need to see before we even have a call. Give me access to your Google Analytics.

Here’s all the things that I’ll say around that, right, to make sure they don’t feel weird about that. It’s really just an put my email into your analytics so I can sign in. That’s not hard.

Send me any survey that you’ve done recently or transcripts from customer interviews.

And largely, it is so that you can take a look at this stuff and go like, okay. You came to me saying you want to optimize these emails, and that’s cool. Great.

I’m looking in your analytics, and you’ve got these pages that are driving into that.

Now if you it doesn’t mean everybody has to go around worrying about analytics or anything like that. So that’s an example of what we would ask for at the agency because we were optimizing copy.

If you’re coming at this, you’re gonna have your own questions, your own show me your VOC. Show me your data right now. Show me what’s working. Show me it’s not working even if that’s, like if you’re in video optimization.

Give me access to your Wistia. I need to go in and look around and see how far people are getting into these certain videos if we’re gonna be working on your video. We’re gonna evergreen your webinar. If you’re it’s already hosted somewhere, I would like to go in and see the analytics on that.

And then they can give you that between the end of that fifteen minute call and and two days before you have your actual one hour sales call so that you’ve got time, to really talk through that. But the fifteen minute call also is where they tell you, basically, the scope of the project as they see it, when they want it to start so that they know when they want it to finish by. So what’s the campaign date you’re working against? Or if it’s evergreen, like, what’s your launch?

What what are you doing?

When when do you need to get this stuff done? They can talk to you about their, budget, or you can lead the conversation at this point if it feels right, to say, like, alright. So we haven’t really dug into your data yet. I don’t know what the scope of, like, your business looks like.

I’m there’s a lot more that we have to discuss. But based on what you’re saying right here to me, it sounds to me like, yes. We could possibly hit that deadline, but let’s discuss. Just yes.

Budget for this sort of thing, I wanna make sure we’re aligned on budget before because there’s no point in booking another call if we’re in two different places. So for me, a project like this generally comes in fifteen to eighteen thousand, and then we have a retainer off of that.

How does that sit with your budget? And then they can talk about that and go like, oh, oh, that’s too much.

Now I know there’s also a school of thought, and I believe in it too that you shouldn’t bring up budget until people have been really sold on what you do. But in this fifteen minute call, we also wanna eliminate wasting an hour of our time on the wrong person. So does that make sense, Caitlin? There’s a lot to discuss here, but fifteen minutes, keep it tight. One hour, be ready to have a good consultation with them.

Okay.

Cool. Yeah.

That’s a lot.

Thank you. I know. Okay. Alright. Katie, what’s your win?

My win is my very first sale of my signature offer.

I put I don’t know. I mentioned it on Thursday’s call, so hoping I can double deal on that one.

You did. I wasn’t there. So Yeah. Good honesty, though.

Thank you. And so this this has been really helpful because, of the the last SQL funnel optimizations, I’ve really been trying to get this all sorted, and the fifteen minute call has been part of that for me too. K.

So if I can rapid fire you with a couple of questions about these funnels That’d be great.

So I currently have the main CTA on my site is to book the fifteen minute fit check call.

And this might be a throwback, but I still have the Google Doc where you shared the lightly scripted fifteen minute and sixteen minute calls in ten x FC. So I’m happy to share that if that would be cool with you.

Nice. Yeah. Still the same except it’s not informed by the challenger, sale. But Yeah.

Yeah. Perfect.

Okay. So there’s that, but then people who watch the workshop are currently directed to book the strategy review call, which is thirty five minutes because I figured we’d have I don’t know. I just felt like they deserve more time for having put in more work prior to booking that we would Okay. Be talking about what they had seen on the workshop. And then from there, I’m like, thirty five minutes seems like not enough time to actually sell them the whole package.

But They’ve been through your diagnostic and your workshop, and you don’t think they’re presold on working with you.

Yeah. That’s fair. So do you think that I could make this if they’ve done all that, I could make the sale in that thirty five minutes?

Yeah. I mean so I’m curious that you said you they deserve more time with you because they’ve invested this time. When for a business person, the reward is this is gonna take less time. So, I would argue, like, can you get her done in a twenty minute call? What else would need to be said in your workshop to get them further along the journey towards saying yes to you? So is there more that you can go through your past call?

Honestly, I think the workshop is strong.

I think it’s me making things hard because I’m scared of asking for the sale. But it’s the issue. It is the real issue here. Like, I don’t think yeah. Okay. Yeah.

Yeah. Good. So now you know.

Just do it in I would thirty five minutes makes me think it’s gonna go for an hour, and maybe you will. And maybe that’s what you need if you, like, get into this conversation with them. It’s nice to have that time available to discuss.

So maybe you leave it at thirty five minutes, and you allow yourself to have a longer conversation as long as it leads to the second half of the conversation, no matter how long it is, has to be on closing them, on working with you and confidently saying your number because you already charged people that number. It is the number. That’s just the way it is. Of course. Do they want the value? Yeah.

Yeah.

Okay.

Any more rapid fires?

I tried to keep my because now I’ve just been sunk into this.

I’m, like, not spitting out, but I’m like, oh, wow. There’s a whole other question around, like, how am I I’ve always done this, like, consultative sales process where I was tailoring the package to their needs, and now I’m like, no. The package exists. You’ve already heard all about the package. So, like, it’s more about selling a product that they’re already bought into than it is a tailored solution.

It’s really unpacking, like, what would get in the way of it right now. Because they’ve already seen they’ve got a problem diagnosed.

They can see that you can solve it. So I would review the workshop to make sure that it’s clear that you are the one to solve it. And if it’s not the workshop, can you put more testimonials on those pages leading up to the conversation with you to make it really clear?

And, yeah, then what else is getting in the way? You don’t have to ask that question, but sometimes you might ask that question. And just the answer, whatever is getting in the way, whatever the additional constraint is, get it out of the way. Mhmm.

Yeah. Okay.

If I can, the rapid fire was, I have a PDF, like, version of my diagnostic that points people to the workshop.

I have the ROI calculator that currently also points people to the workshop. So currently, kind of in my marketing funnel, everything points to the workshop, and then the workshop will point to book a call.

Right.

K.

Strategy review. Good. We’ve checked. So the page they’ve booked a call, and they’ve already seen the workshop.

Is there a CTA there that’s, like I don’t know, it’s me on Instagram.

Like, they’ve the landing page for, like, Calendly or whatever.

So they’ve booked they’ve watched the workshop, booked a call, and now there’s a landing page, and you don’t know what to do on it?

Well, I mean, my default will just be a one question, survey, but I’m like, is there something else I should do if they’re the super cleaner? I think you’re probably gonna say, like, take their number and call them or something like that.

Katie, you’re such a good student. Okay. Grab that number. I don’t wanna do it right away.

I think and I it’s a big thing you’ll say it. Okay. Okay.

Yeah. Yeah. If they’re willing to give you their number, that means they’re open to a call. Hop on a call as as soon as you can. Just call.

And if not, then if you don’t feel like calling for some reason, even though it could be worth twenty thousand dollars just to sit there and make a call right now, I mean, I guess there’s other things that you’re doing that are worth twenty thousand a minute. But, yeah, I don’t know what else it would be. So it might as well be, hey. Let’s hop on a call right now.

And for now, anything else is just getting them to show up. That’s it. So the show up is a huge part of it. Show up not just show up annoyed to be there.

Showed up show up ready for, like, this is what I’ve been missing in my life, and Katie’s got it for me. Yeah.

Okay. K?

That’s great. Thank you.

Alright. Thanks, Katie. Jessica, what’s your win?

I’m gonna change mine now that I just heard Katie because I’m hoping it’ll help her. I had, an experience with two discovery calls, and both of which came through referrals, which I thought this might help you, Katie. So the first one was a former CSP’er had referred me to, like, one of her best friends, and she basically was, like, sold in a discovery call. Very quick, fast decision maker, female, just like, yes. Let’s just go. And then I got in another call with a with a guy who, I guess, really respects Joe, former somehow they have a relationship, and then, and was like but talked and talked and talked on our call and kind of in circles, he did. Not me, surprisingly.

And and then he was like, oh, well, can you show me some of the books you’ve been a part of? So I show him, goes and reaches out to one of the people. And then and I was just sitting there going, this is red flags. To me, I just it was like two really good examples of, like, I wanna work with the person who gets a great referral, trust that person, and, like, let’s make a decision.

This guy was not a good referral, not because he didn’t immediately trust me, but more like he had to go. I could I could see through my network who he was checking in on that I’ve worked with, and it was like nobody was enough to trust. And I was like, this guy will be a pain in my butt badly. No.

Nope. Nope. So I don’t know if that helps you, but I’ve just had so much more success with fast, like, let’s do this. I’m more like Joe was saying before.

Like, they’re not worried that they’re gonna lose all their money. They’re just worried more like, oh, is this just another freelancer who’s not gonna do a good enough job? Like, there’s a difference there. And I don’t know I don’t know if that helps you, but that’s what I’ve noticed in some calls.

So Thanks, Jess. Anyway, so I closed a project, except I know how to fix it. I’m just hoping you can help me with some of the other stuff ways I could leverage this and learn from it and implement.

So I had kind of an ideal lead reach out, and they’ve been wanting to work with me. But, the big objection was this worry that organic fixes, like optimizing your keywords and your categories and stuff like that, would not improve visibility enough to increase book sales and thus get them, you know, on the other side courses and, and new clients and things like that. And I did a very poor job because of my relationship. I did a poor job of, like, selling them on no.

No. No. Actually, like, this person knew what they wanted. Type a business control person, and I want this.

And that’s cool, but I did a bad job of not explaining that, sure, you can do ads, but you’re basically putting traffic sending traffic to a leaky bucket.

And so first, you need to you know? So I didn’t do a good enough job there. And that’s fine. I know how to walk it back with this person and do their ads for them, but also at the same time fix the leaky bucket.

So I’m not worried about this client in particular because of our relationship. But I do wanna know what your opinion would be on. One, of course, how do I make sure that doesn’t happen again in the sales call? But also, like, is this something that I should be thinking about for a workshop pre before they get on with me?

I don’t know because sharing all I find that I overshare. Like, remember when you said at the beginning of copy hackers, you taught too much almost and give away too much?

I feel like I do that sometimes, and I basically give them all of my strategies and tactics, and then they can just go implement.

Yeah. Okay. So so there’s a couple things there, but your first part of the question was around what how to prevent that in future sales calls. But what happened in the sales call? Like, what did you I know that you didn’t you don’t feel good about what you how you ran it, but, like, what happened?

I know this person so well, and I know they’re such a control person. They when they’re it’s kind of like I mean this in a really complimentary way.

It’s kind of like when I work with you. You’re very I want this. I want it now. I want it.

And you know you and that’s great. Like, you know, whatever. But you also respect experts. And I did not say to my person who I have a good relationship with, but I’m the expert on this.

So I let her kinda do her thing and be the expert in and dictate, and I should’ve made it clearer that I knew there was a leaky bucket, I guess.

Okay.

So was it to me, it sounds so a couple things come to mind for me.

You gotta let a client be a client no matter what you know about what they do. If they come to you, they have a problem, they are not able to solve it themselves. And if you think that they are, then really, they’re not gonna be great to work with because what are you doing for them? If they can solve it themselves, now you’re just somebody who does what they don’t have time to do, which is not a great value proposition.

Right. So you gotta I’m I know it’s like a mindset thing, but it’s like, put a sticky note there that says they’re the client right now and, like, let them be the client. You ask the questions. You listen. You point out how that’s not really gonna work, and here’s why.

That’s to me, it sounds like you were, yeah, letting them be a person that you know rather than Yep. A client.

Yeah. That’s exactly what it was.

Yeah. And so it’s just make that a rule for yourself.

All leads, no matter how they come to you, if your mother comes to you and says, I wanna write that book, you have a really awkward conversation with her about things, and that’s doing her the honor of treating her like a client, because that’s how she’s gonna get the most results. Okay. So you’ve got this challenge. You ran it, the call a little bit wrong because you knew the person, which is just something just to keep working on too. Right? Like, you as you get better clients, better people coming in the door, they’re probably gonna be opinionated, intimidating in some ways, and you’re gonna have to talk over them.

I’m like, that’s just a skill you just have to get ready to have even if it seems pushy or whatever, especially on Zoom. Like, there’s the talk over problem. You have to just keep talking. That’s just the way it is in order for them to stop talking and listen to you.

And that’s just what people I think are used to as well. Type a’s are used to it. They’ll keep chirping. You keep going, and it can feel like this bullshit.

But that’s like they’re not listening. They’re talking. Oh, she’s trying to talk. I’ll let her talk now. Like, I think it’s just I’ve learned that with with people.

You just have to let go. And to a point, right, without it being, like, this aggressive boxing match of, like, vocals. Okay. But then what was the second part of your question there, Jess?

I do think that there might be an opportunity to take that objection and educate a little bit more or potentially use that for I don’t know. I’m not sure.

Yeah.

And so, like, update the workshop.

Update I mean the things that lead them to be a lead for you. A lead. Mhmm. Yeah.

I mean, that’s like some Hormozi trick. The second they get a new objection in, Hormozi goes and records a new video that counters that objection, and they just slot it into the existing video they have. And that’s just like an ongoing exercise. So, yeah, soon as you get one, go record a reaction or a thought on it, and then embed it in whatever whatever video you’ve got, which is, again, another good reason to know how to use editing tools so you can sit down and pop that in there.

Yeah.

Okay.

Yeah. Sounds good. Yeah.

Cool. Thanks. Good. Good. It sounds like business is good, Jess.

Oh, yeah.

I mean, it’s crazy busy, but, yeah, so I’m not complaining.

Yeah. It’s good. It’s good. Awesome.

Anybody else? When are we wrapping up?

Alright. If we’re wrapping up, wonderful. Good. Don’t forget. Put some questions together for Ross. Read his book.

Create once, distribute forever. It is a very quick read. So just grab it. Done. Got it.

And if you’ve struggled with, oh, no. I have to keep creating new stuff. This is Ross will tell you, you do not. So make sure you attend that on Wednesday, and then also furnace session on Thursday.

Feedback Fridays this week is also ninety minutes yet again, and, of course, you can cycle through. And if there’s room, you can go in more than one time. Okay? Good.

Alright. We’ll see you in Slack, everyone. Have a good week. Bye.

Worksheet

Take Action: Funnels & Goals (pp. 29 – 37) 

Worksheet

Take Action: Funnels & Goals (pp. 29 – 37) 

 

Transcript

As usual, we’re going to begin with about twenty minutes of, training on something that we’ve identified we as coaches have identified as, something that is needed, for the students in the room. So, that’s what we’re gonna start with today. This month, there’s two things going on in Coffee School Pro this month. First is, wrapping up your q one goals, your targets, how’d you do, what didn’t you get done, why not, and then making, making your business ready for q two.

So setting up goals for q two and then turning those into tasks. So that happened on Thursday. If you didn’t get a chance to attend Ryze session on Thursday or you’ve not completed the work from it, go forth. Do it to make sure you get it done.

If you don’t have goals, it’s really hard to know where your business is supposed to go.

So we wanna have goals. Alright.

Reasonable goals, but also stretch goals. If you have questions about that, we have time after the minute training to talk about all of that stuff. But the second half or the second part of April’s training focus is on fundamental funnels. Now not everybody here is trying to attract new clients. However, almost I think everybody here gets leads coming in and wants to make sure that they’re treating them right. Because what if one lead is actually gonna be, like, the perfect client for you?

So we are working this month on three key funnels, minimum viable funnels. If you don’t set them up, why the hell not? We’re digital marketers. We’re in the business of making sure that our businesses are optimized online, so let’s do this.

So, you already got the workbook. You know what’s coming your way today, and I’m just going to share my screen. Now we’re talking about three funnels, that three parts of a larger funnel, but these three funnels work together. The workshop funnel, the appointment booking funnel, the retargeting funnel.

Again, this is for clients coming in. It’s also, though, if you are somebody who runs a digital training business or you’re planning to, this could be, people who come in who would be from organizations that would buy your workshop. So anywhere that you have to like, your in person workshop, let’s say, or if you run a mastermind, they’d come in and they book an appointment to see if they’re a good fit for your mastermind. So although it might look like, oh, this is only for client stuff, it’s just for any anything that you sell on the end of an appointment.

That’s it. That’s all we’re really talking about here. If you don’t sell anything on the end of the an appointment, I don’t know anybody in this room who doesn’t.

So I’m looking around. No. Everybody does. So cool. So then everybody should have these set up this month.

We’re going to start today with the appointment booking funnel, then, Perna’s gonna talk about struggling moments on Thursday, and those are specifically the exact struggling moments that she has had her clients come to her with. So it’s not how to find your clients’ struggling moments. We’re actually gonna bring Bob Mesta in from Rewired Group, the jobs guy. We’ll bring him in later this year to talk about that kind of stuff, like, how to find those struggling moments for your clients or leads if you’re not sure.

But what she is going to do is share what people have come to her with just to have, like, a really good discussion around that so you can get new insight into, let’s say, people who have hundred thousand dollar projects on their horizon where they wanna pay you six six figures to do a job that might feel quite different from where some people are today.

And so it’s good to start hearing about what those situations are like, what those struggling moments are for a higher ticket sale. So you wanna be here on Thursday for that. That’s going to be basically top of funnel thinking that you’ll be doing. Also, top of funnel is Ross’s session on Wednesday. Ross Simmons is in. Make sure you’re always checking your CopySchool Pro calendar.

Ross Simmons is in to talk about repurposing your content. So he’ll do some light upfront training. Bring your questions. Please have questions for him.

If you have any content and you don’t like making new content all the time, he’s the right person to talk to. Also, he’s got an agency that does, like, Reddit work for large organizations and things like that. So really worth exploring, just doing a quick Google search on Ross beforehand to see what all he does, and then bring some questions. It’ll be helpful.

Alright.

Perfect. So we are going to start with the appointment booking funnel today.

This one. Alright. Now I’m not gonna walk through all of it. You’ve had the workbook since last week or even the or even earlier than that, but you’ve had the workbook for a while. You have time to go through this, and we don’t have time to set up the entire funnel today. What I have done is put in CopySchool professional calendar.

Today has a work block for you. That doesn’t mean that you have a work block for you, but what I’m recommending is you find a day to sit down and do this. We’ve broken this into, like, how much time you should allocate for each of the things that you’ll wanna do as part of this, like, appointment booking funnel in a day, knock it out in a day. I don’t know how many people come to me and say, oh, yeah.

I was working on that, and something’s, like, eighty percent done or sixty percent done. You just have to get this one other thing done. Do your best to knock it out in a day. If that means the kids see their grandparents this Saturday so that you can get up at six in the morning and work till three in the afternoon on this, that’s part of getting all of your business stuff in place.

So the appointment booking funnel is really just a matter of do you have a place to land people? We’re not gonna worry about what comes before it. We’re only focusing on the appointment booking funnel itself. Okay?

So there’s two general ways into most appointment booking funnels. The most common one for almost or I guess everybody in the room if you don’t yet have a workshop up is this. There’s some unknown lead who is landing on an appointment page for you. So book time with me, book a call with me, whatever that call to action might be, your consult or your, consulting page, whatever it is.

That’s where we’re mostly going.

This is this. We’re showing over here.

Because we’re gonna be talking about your workshop funnel next time, next Monday, this is the other way in that you’ll have. So you should have two landing pages that drive into the same final points for your appointment booking funnel. Different traffic goes to different places. You don’t know people going to the unknown lead appointment landing page.

You do know people going to this one, and you know them simply because they have done the workshop. So you don’t necessarily know them, but they’ve completed the workshop, and then they land here. Okay? So two landing pages, each are a little bit different.

We’ve got a video on the post workshop appointment landing page. That’s the match trigger tease video that I taught, like, last year, I think, around this time. I’ve got a link in here to go find that video, if you’re not sure what it is, but it’s really quite useful.

There’s an embedded scheduler. There’s risk reducers. So after I’ve watched your workshop and I’ve got the I can see this video now. I watch it.

It auto plays whatever however you set that up. Again, it’s minimum viable. We’re not talking about all the minutiae of everything. Just get the thing standing.

The scheduler embed right there on the page. Do you time it? Don’t you time it? You figure that out.

Risk reducers. And then any extrinsic motivators, other things that could be pushing them to go such as, let’s book it in the next three days in order to lock in a full half hour. I don’t know. You decide that.

But what other motivator do they need to get them there? Outside of the intrinsic motivation of I want a better outcome for myself. I wanna work with someone who’s clever. But what’s the other stuff you can kinda push on them?

So we’ve got that as one landing page. The unknown lead landing page has your diagnostic video. I know there are a bunch of a couple new folks here right now, and anybody watching this as well is watching the replay. The diagnostic is a whole thing.

So we can talk about that separately, but go through the Copy School Pro training to search diagnostic, and you’ll see a bunch of videos come up for that. So we’ve got a diagnostic video. We’ve got extrinsic motivators, which could be very similar to these extrinsic motivators, except they’re two very different audiences.

One has just spent time with you and believes in you. The other might have found you on LinkedIn or someone said something about you and now that’s how they found you. So two different audiences, probably different motivators drive them there, risk reducers, and then a scheduler that’s embedded that’s probably gonna be timed, but we can talk about that. That then drives they both drive to the same page, an appointment confirmation page.

More video here. Video is cheap to produce. We can all hold up our phone, talk into the thing, edit it immediately, post it on a website. Done.

Easy. So video to motivate those show ups and then a checklist of how to prepare. Now when we were doing last month when people were doing their sales qualified lead funnel audits, nobody had any of this stuff in place. Right?

So it can be like, woah. There’s too much here. There’s so much here. It’s really quite simple, though.

Just do what you can to get them to show up. You on camera being, like, friendly, being on brand is going to help a lot, and then telling them how to prepare. And we’ll get into that checklist right away here. Then you’ve got the appointment show up sequence.

These are emails. If you don’t like writing emails, it’s time to start writing emails. It’s for you. You’re a copywriter.

Money comes out the other side when you write them, so write the things.

We’re gonna have timed emails, trigger based emails for an action, and framing who shows up. So make sure people understand the right kind of person to show up and what it means when they show up, which we can talk about. Now we’re not, again, we’re not gonna get too deeply into any of this. I’m gonna pop down to one part that I want us to script together today, and that’s it. So what I wanna show you here is there is a complete checklist for you.

The only thing getting between you having this page in place or this funnel in place and today is whether you’re willing to sit down and just apply yourself and do this.

There will be things that might make you wanna not do it. I’m not interested in entertaining any of those. This is what your business needs from you. Let’s do it for our businesses.

So, you’re gonna do planning, development, and ideation. This is broken down into exactly what to do. Give Give yourself ninety minutes, no more, and potentially less. If you’re like, nailed it.

Did that in thirty minutes. Cool. You win. That’s awesome. Now you can move on and maybe spend more time on writing or production, or you can also slay those much faster too.

So the writing side is gonna be scripting the video for the post workshop page, developing talking points for your diagnostic video. If you already have your diagnostic video recorded, cool. It’s ready to go. You just drop it in here.

Don’t mess with it. Don’t overthink it. It might not be perfect. We’re just trying to get this thing standing.

Then you want a script and appointment confirmation page video to motivate those show ups.

Pretty simple stuff for copywriters just like a one minute video that makes people wanna show up, make sure it’s got a hook, the usual stuff.

Writing a three part show up sequence, so what happens when they book, getting them to add to calendar, what about twenty four hours before and thirty minutes before. This might not always be email either. If you’re accepting people signing up with their phone number and they’re saying, yes. You can text me, then you can just go ahead and text them instead, and that’s much better use usually for show ups than email.

And then writing any trigger based emails based on an action. Did they open anything or did they not open anything? Did they click or did they not click? Did they schedule or did they not schedule?

Integrations with Zapier, really straightforward. Zapier used to suck. Zapier is now awesome with their AI generator to, like, really throw together those zaps pretty quickly. So then comes production. This is gonna take the longest time. I know that it can feel like, do I have to learn all this stuff?

If you have money to throw at somebody else doing it, throw it at somebody else. I know for me, when I was starting out, I learned Camtasia. It was slow. I learned Photoshop. It was slow, but it made me able to do anything whether I had budget for it or not.

So you don’t have to hire this stuff out all the time, and tools are so much faster and cheaper than Camtasia and Photoshop. So now with Canva Canva alone, you can produce everything that you need to make it look better, including editing your videos. So, yeah, that’s the breakdown of what you will be working on. You can see that it’s about seven hours worth of time, so it’s about a day’s worth of work.

This is some of the stuff. You can go through, come up with it. Obviously, you can just put this on your own worksheet as well if you want to. It doesn’t have to be in here.

I know some people here print off every workbook and put it in a binder, which is great. But just go through and make sure you’re doing this work. This is the video I told you about on, that post workshop video script. Diagnostic video talking points.

This is the part that I wanna work on today because it’s fast, it’s easy, done. So what I would like is I’m gonna walk you through what this is, then I’m gonna give you five minutes just to, like, knock your video script out. Use AI if you want to. If you wanna, like, take this, upload it to ChatGPT, and make it right for you, I do not care as long as you get the thing done.

Okay?

We can make it better later. Don’t be perfect about it. Be the opposite of perfect. Be, like, embarrassing to yourself with just how, like, rapidly you just knock this crap out. Okay. Later, we can make it not feel like knocking this crap out. Alright.

This is, again, the appointment confirmation video script. Someone, whether they have watched your workshop or not watched your workshop, lands here. All you’re doing is saying, hey. Well done.

We’ve booked you in for this. Make sure you’re matching their excitement for taking this next step. That doesn’t mean when I say match their excitement, I mean, match their actual excitement, not match a cheerleader’s excitement, match what’s really going on for them. Like, are they trying to like, what problem are they trying to solve?

Do they worry that you might not be the right person? Now you don’t have to talk about that. Just make sure you’re on the right tone with them. Okay?

And then tell them what they can expect in this fifteen or thirty minute call. That’s it. Match what they’ve done. Hey.

Well done on booking in your appointment with me. I don’t know. Match their excitement for taking this next step, and then tell them what they can expect. That’s it.

Then below that, you can either talk about this in your script, although I recommend that you only film things that will truly be evergreen.

So if you’re like, look below to get the cheat sheet on how to prepare for our call, and then it’s not actually below later for some reason, just don’t put anything in video that you can’t make evergreen. So this might be the kind of thing that you do wanna talk about in video where you’re like, well, of course, they’re gonna go check their inbox. It’s always in their inbox.

Or if it’s, hey. We only do this stuff by text or on WhatsApp, make sure you tell them where to go look for the confirmation.

Tell them that they need to accept the invitation now or else. So what’s the consequence?

If you don’t accept this invitation and I go to see it and it’s, like, the day of our appointment and you haven’t accepted the the, you haven’t confirmed this invitation, then we cancel meetings. So please just go to your inbox right now, hit accept, and we’ll see you in this call.

Tell them whether they can or can’t invite others. Do you want them to?

If it depends on your ICP. It depends on what you talk about in that first call. Tell them what they need to bring. So if it is, hey.

We’ve just you’ve seen the workshop with the diagnostic. Now, of course, this has to be for two audiences. So as long as you know they’ve both seen the diagnostic and you can say, hey. Why don’t you bring your diagnostic worksheet to our call?

Because then we can talk through some of the bigger opportunities that you just identified, and then what they can expect by the end of the call. By the end of this call, you’ll know if I can work with you, if we’re a good fit, where we could fit you on a schedule, if we’ll hit your deadline, or what might have to be adjusted to make this work. Like, really help them understand what they’re gonna get out of it. And we’re gonna do this all in a one minute video.

Okay?

So any questions before you just start scripting this post post appointment confirmation video script? Any questions?

No? Good. Let’s take three minutes and just fly through it. Alright? Alright.

Okay. You got an extra thirty seconds. You’re welcome.

Now is the part where you go on mute, if you’re not already on mute, and you pick up your phone, and you record the script you just came up with so that you have at least a first draft ready to go. That’s it. Pick up your phone. Make sure you’re on mute.

You can go off camera if you want to. If you don’t want people to watch you recording it, by people, I do mean me, and just record it. You got a minute. Just nail it.

Just there’s nothing you can do wrong here. Just record the thing.

Yeah.

I hope I’m not interrupting someone’s recording right now.

If I did, I’m very, very, very, very sorry.

But that is time. We’re at ten twenty five, twenty five minutes after a start.

Also worth noting is on request of some folks here in Copy School Pro, we have dedicated a week to it’s a get shit done week. You’ll see that also in your calendar too. So the next so today and next Monday, we’ll be talking about two key funnels.

Then on the twenty eighth, we’ll talk about, a retargeting funnel, which is somewhat it’s optional to set the funnel up. But what I want you to do that day is at least get the right pixels running so that LinkedIn is tracking traffic from that’s to your site and then off to LinkedIn, etcetera.

So that meta is as well so that when the time comes for you to do retargeting, if you’re not already, but I know some people in here have courses, others wanted to have courses and other additional products.

You will want to be doing retargeting ads at that time, and you’ll want Facebook, Meta, and LinkedIn to know more about, like, who’s coming to your, site. So that’ll make it easier.

Okay. So I’m telling you that because for the next two weeks, I’m going to have you do some of this training, and you might be like, I can’t get these things set up. That is what the week of the twenty first is for. So every day, we put in a two hour work block.

Do your best. If you can’t make those work blocks work, find time around those work blocks to use them to set up these funnels.

Get them finished. If you can’t do it right now, that’s okay. Alright. Did anybody actually record their entire video?

Liesel?

Cody?

Most of the way.

Most of the way.

Got, like, five seconds in. Yeah.

Yeah.

Like five seconds.

So Next time.

Okay. Good.

And that’s okay. Just practice it, then do it on your phone. It doesn’t have to be better than that. Okay.

Cool. Cool. Now we are in the part of the session where if you have any questions, we talk about them. Please put up your hand.

Do you raise your hand using the react hand raise thing like so, and then we go in the order that y’all show up. Now this month, we’re still gonna focus on your wins, I think. At least today, we will. So, before you ask a question, start with the win.

Share your win, and, and then we’ll go on to your question. If you want the whole room to help you out with your question, just let us know, and that’s what we’ll do. Alright. Liezl, we’ll start with you.

What’s your win?

My win is that I checked my LinkedIn, like, I don’t know, analytics, and it says that the same people who are industry, like, leaders, influencers in the space are looking at my profile at least once a week, if not more.

Right. So yeah. Big. That’s pretty cool.

That’s I know.

Right? So I’ve been reaching out to some of them. Yeah. Yeah. And then my question is and, I mean, I’m opening it to anybody who can help me. But I have a client right now who is I’m doing a go to market strategy for just to kind of take an audit of what his people were wanting, etcetera.

I scheduled a go to market, like, pre strategy, like, check-in just so that we can make sure the marketing standpoints and stuff line up with his ideas because he is he asked a million questions, and I wanted to, like, use this as a way to preempt it. So I have that tomorrow.

My question is, any tips for making sure that he like, I have all the data to support everything. He trusts me in general. I think he’s, you know, ADHD, like me. So we ask a lot of questions, and so I wanna make sure that I leave him feeling happy and excited about his strategy going forward, but, also, I don’t want the call to last, like, five hours.

Yeah. That would be a first note. If you want to leave them energized, make it a short meeting.

Like, that’s a huge thing.

So how can you keep it down to, like, twenty five minutes, and how can you invite talking and thinking from him?

Which I know is hard when you’re presenting something. Right? Yes. But it’s important to be able to build in those times to stop and let him chime in. If he’s a talker, that’s particularly difficult.

But you opened it up to the room. So anybody wanna share how you keep clients? Basically, Liesl, your question in a nutshell is for the room.

How do you, yeah, how do you present, like, the preliminary strategy to someone to get their approval without making it last forever and leaving them happy?

Anyone? Anyone wanna share? No? Does everybody struggle with the same thing?

I I can share something that I think I I think might help or that I do. I think this is what you’re asking, but sometimes I will send them, like, a Loom, like, like, a map, like, a messaging map or something like that with, like, a Loom video and the Google Doc just kinda walk you through what we’re gonna talk about on the call, like, the day before so that they have a minute to see it before and they have that to them. We get on the call. It’s really more like q and a and and follow-up and stuff. So that’s something I’ve tried.

Awesome. Like it. Yep.

Yeah. Even like a summary of the talking points, if you don’t wanna share the whole doc beforehand, like, here’s Yeah. What we’re gonna be talking about. These are the nine points I’d like to cover.

But we’ll focus on these three unless you want to talk about any of these other ones. Yeah. Anybody else wanna share?

I would say maybe just have your if you have your agenda of, like, nine points that you wanna get through, know in your head which ones are your must cover and which ones are your nice to get to if some things do run over. So you at least know, and you’re not kind of floundering about what comes next.

Awesome.

Very needed.

And then if you can send anything in advance, the usual, like, coffee gift card, right, to say, like, please show up energized.

Because we’re gonna be I’d love you to be engaged in this, and I’m gonna be presenting a lot, but I’ll also be stopping to ask you questions.

You may need to be caffeinated for this.

Yeah.

Right. Yeah. I like that idea.

Yeah? Perfect. Yeah.

Thank you.

I know it’s hard. Try not to talk too much, but it’s hard because you’re presenting. So just, like, practice and bake in pause for questions. And, like, a good question to get them to actually speak, not any questions, but rather, like, something that’s more about the thing you just discussed. Like, how does it sit with what you were expecting?

Something else that kind of opens things up. Yeah.

Perfect.

I never have any questions when someone says any questions, but but there’s definitely stuff I’m thinking.

Yeah.

Yes. Okay. Okay.

Okay. Thank you, guys. Awesome. Thanks, Liezl. Katie, I had you up next.

Okay. This is more related to the training. I’m just Okay. Am I on mute? No. Okay.

I just feel like I’m stuck in a loop, and I really want this checked off this week.

So they they come to my website.

Yeah.

They book a call. On the book a call confirmation page, I have already filmed the video saying, hey. You’re booked. The best people who get the most results from this call have already watched this video.

It like, blah blah blah about the video.

And then on the page, I also have, like, the what I cover in the workshop, a testimonial. So that feels good. But then people who watch the workshop, they on the workshop, there’s a booking link. Like, so they watch the video, then they have, like, to book a call. I guess I’m answering my own question, but is the answer that that is a different booking link so that when they book, they are not redirected to the page that gets you to book a to watch the workshop?

If they’ve already watched the workshop so yours is set up before what we’re teaching today. Today’s is set up in reaction to having seen so few SQL funnels in place last month.

So if you already have it, Katie, where you’re like, no. No.

I’m good, but I land what I’m hearing is you need two separate confirmation pages, whereas the finalized those days after watching the workshop, they need to go to a different confirmation page than people who have not yet watched the workshop.

In that case, if if the one that yes. It sounds like based on what you’re saying, you need two different pages because you’ve done it that way, which is great because that means you already have something in place. So good.

Good. Make two separate pages.

Just keep it tight.

Keep it straight.

I’m right that when I looked at the map in the handout, I was confused because that’s not what I have.

Because it’s different because you already have something in place.

Yeah.

Okay. Perfect. Okay. Thank you. I’ll just go back there. Good.

And that’s why I didn’t ask for when because it’s about today’s session. Caitlin, do you have a question about today’s session or something else?

Okay. Let’s go with that.

Yeah. I mean, I have questions of both, but I’ll start the the today’s session. So because I rewatched the video and the intensive about the funnel and came up with a lead magnet that was minimum viable, me on video explaining how we got this, like, two hundred plus percent uptick on on the sale webinar, sales with my client.

So it’s gonna be, like, sort of, like, the case study and then giving them some tips.

What with the workshop that you’re suggesting suggesting, is that, like, the ultimate goal? And if so, why? Like, is the workshop better than a video case study? And, also, if this is in the intensive somewhere, just tell me to just go find it. Okay.

No. That’s okay. The workshop comes up a lot as does the diagnostic, and they mostly are the same. Ideally, the workshop has the diagnostic in it.

Just so that’s an ideal state. The reason that a workshop with a diagnostic is useful is it it gets it gets people over a bunch of hurdles around, oh, you’re just another freelancer or you’re just another agency.

It helps them as soon as the person starts learning from you, they just trust you way more. I find that, like, that’s and I’m pretty sure there’s data on that. So and I’ll actually look afterwards. So you’ve got data on that so you feel better about that.

But I know anecdotally, people who come to me and say, I learned this from you. How do we hire you? It it never goes badly.

So we want them to show up not just most interactions with a freelancer are nothing to write home about. No one really feels anything. They’re mostly worried all the time like, oh, shit. This might just be another bad freelancer.

And that’s the case for people who have money to spend. I’m never gonna be able to help anybody who’s like, I just wanna get in somebody who has no money to spend. I don’t know how to talk to those people. They’re worried all the time.

But people who have money to spend just wanna make sure that they’re getting the right person in so they’re not wasting ten, twenty, thirty thousand dollars on someone who doesn’t know what they’re doing. If you have a diagnostic that’s baked into a workshop, now you’re showing them. You’re putting your brain on display and inviting them in to see how you think. Right?

So that’s where a workshop is an ideal thing with a diagnostic in it that much better. Does that make sense, Caitlin? Yeah. Mhmm.

Does it help with your question?

Yes. Because I think it brings me to my decision of just going with this minimum viable thing as my opt in for now. And once I get the the standing, that can be the next thing that I do, maybe next quarter, the workshop.

As your opt in, and if it’s minimum viable, that’s fine. What is your lead magnet? It’s a case study.

Yeah. So yeah. The title I landed on was something like the three hour fix that tripled sales because basically and then just kinda going through what my client or what I did with my client in her webinar. And it has to do with voice of customer data, and it, like, talks about how it’s, like, one optimization to, like, just kinda get them into, okay, optimization. Optimization is a good thing. Like, that’s what I need to be thinking about.

Okay. So the reason that you called it a three hour fix is to get them thinking about rapid fire optimizations to sell the retainer?

Rapid fire optimization.

The reason I say that is because three hours, to me, when I hear it and I know you’ve got this in place, but this is what coach this is why we’re all here.

Right? Like, let’s yes. Minimum viable, but is it is it viable? That’s my one concern right now in hearing about that as your lead magnet. The three hour fix, what are we telling people?

What I do is fast. You should expect rapid high results from the thing that I do.

Is that the kind of client you wanna attract?

Okay. Yeah.

My my pause on that. I’m like, you’re gonna get some shit leads in there who are like, hey. Just I’m gonna hire you for three hours. Do that for me. I’ll give you five hundred dollars, Caitlin.

Yeah. Right? So I wanna elevate your your prospect so that they come to the table going the ultimate thing is we want them to go, I hope I can afford her. That’s that’s where we wanna be. And the more we’re, like, we’re expecting more of them by saying sit down. I’m gonna walk you through this diagnostic, which eliminates people who are like, I don’t have time for this. I don’t wanna work with you if you don’t have time for this.

And that’s part of it. Right? So to be fair, when we’re selling courses, we are attracting, like, thousand bucks to buy coffee school for life. That’s not a good strategy to attract a a large organization, but we would never use it for a large organization either. We’re not saying it’s a thousand bucks a pop at all, the opposite.

And so there’s a time for three hour fix got us this much.

Is it when you’re trying to get a person to book a call with you?

That’s my question for you.

Yeah. No. I think that’s a valid thought. So and it’s not too late for me to kinda change the title and stuff of it.

Yeah. And you can still build that. Like, you can still hook them in your workshop with, like, let’s start with, like, quick wins. Yes.

They’re possible, but they’re usually possible once you’ve given a lot of thought to something. Right? Once you’ve been, like, absorbed in a brand, quick wins come up better. Here’s an example.

Show them the two hundred percent win that only took me three hours of work. Of course, before that, I had hundred hours being exposed to the brand. Yeah. So then you can then get towards, like and here’s how we understood that this was the thing to work on, and that brings you to your diagnostic, and then I book a call with you.

So I’ve seen you do results. I see I see that I have to work with you for a good amount of time in order to start getting those quicker results, but it’s possible, and here’s how she does it.

Okay.

Yeah. Awesome.

Okay? Thank you. Mhmm. Cool.

Sure. Alright. Anybody else?

We’re low on questions these days. Is it spring? Are you all gardening?

That’s taking up all of your time.

I know I Joe, I just had a question about, I popped it in the chat if that’s the correct Yes.

So what you’re talking about?

It can be. Right? So the match trigger tease as a video is, like, match where they’re at, and then help them know, when they’ll be ready for the next thing. That’s the tease.

Right? So, how will and the trigger for the tease. So that’s why tease, the trigger can go both ways. You can either tease then tell the trigger or say, here’s what might happen and here’s what that will mean for you.

And sometimes that could have, like, a mini version of your workshop baked into it.

But are are you asking this because you’re just looking for the video that’s about the workshop, or are you asking this because you watched the MTT ladder prep framework and you had questions about workshop stuff in it?

The first one.

Because I already have my diagnostic for that?

Yeah. And I just wanna make sure that I’m finding, like, what is supposed to go around the diagnostic Okay. To make it into more of a workshop vibe.

Okay. Sarah is here because Scarlet’s there.

So, Sarah, can you I’m on it?

Yeah. You bet. You.

Okay. Thank you.

Awesome. Thank you.

Oh, she says on it in chat. Perfect. Thanks too. Okay. Good.

So we’ll get that going. And then, Jess, if you have more questions about the workshop, we can put together more workshop training, like, next month. Right? Cool. Okay.

Awesome.

Caitlin, you’re back because you had a different question. Yes?

I am. But Jenny also has her hand up. So if you want to go because I already chatted.

K. Jenny Jenny is being welcomed in.

Jenny, what’s your win? And then unless your question is related to today’s session.

Yeah. So sorry. It says questions only about today’s session right now. No.

I mean, if you ask any questions, if it’s not related to today’s session, then you have to start with a win.

Okay. It’s not related to today’s session.

Okay. So what’s your win?

So okay. So my win, I think literally my win is joining this program, honestly. Like, that’s the first one that comes to mind. I joined the program. I’m excited.

So that’s a big win for me.

Okay. And so my question is I’m working through like the intensive, right? Just to get my offer kind of on lockdown a little bit better. And so I just wanted to share with you what I’ve kind of come up with and I’m thinking about just I don’t know just to bounce it off and see if you can see anything that I don’t see I guess and what I think I want to like focus in on is doing like the like, when you wanna evergreen something. So the the funnel from, like, webinar to sales for, like, a group program or course creators.

I think that’s what I wanna do. That’s what I I’ve done a lot of, but I just haven’t been like, I’ve learned a lot already so much being here. I haven’t been, like, optimizing it in a retainer or doing anything like that, and I think that’s the angle that I kinda want to lean into.

Okay. So Evergreen webinar that drives to a sales page largely for group programs?

Yes. Okay.

Cool. And then that’s I mean, we already have people in here who are doing that exact standardized offer, so doable.

And we can refine that, of course, as you go. It’s really a question, I think, of your ICA slash ICT, who you’re targeting. So have you got that sorted out as you’ve been working through the intensive?

Yeah. So I think that was kinda my next question is, like, should I just keep going through the intensive and doing those worksheets and just doing that to get more clear as I go here? Yeah.

Yeah. The first three weeks of the intensive will be the the bigger ones to really, like, nail down.

But you also don’t wanna work on those alone. So as you’re going through them, make sure you’re posting questions in Slack and bringing your, questions and ideas to feedback Fridays so we can talk one on one about that too.

And then in these these situations as well.

But the first three weeks are the the big ones.

Yeah, the I know so Evergreen webinar and then the sales page, we just really need to make sure that your ICA is looking for those things from you and values them. I’m sure that they do value them. I’m wondering about the emails and retargeting ads and other things that people want in there. I’m not saying you have to do it at all, but rather let’s just make sure that as you’re figuring out what your standardized offer is and the retainer that comes off of it, what does your client expect?

What does their team already look like? Like, what resources do they have? If you’re like, well, they’ve got an ads person driving traffic in and doing retargeting ads. Cool.

Then you don’t have to worry about that as long as you’re available to discuss those things with the client, not to do them. But if the their ads person comes to you and says, we’re doing retargeting ads, for people who dropped off the webinar.

Any ideas? You’ll probably wanna have some ideas there. Okay. Yeah. And that’s okay. You’ll work on that. You’ll become the expert in this for your ICP.

That’s it. That’s the job now is, like, becoming the expert there on that. And then the sales page, it’s really between these things, the evergreen webinar and what that means.

So an evergreen webinar lives on a landing page. You have to register for it. So if those are two things that you’re also setting up as well, are you setting up the webinar, or do they have a webinar?

Are you evergreening an existing webinar, or are you starting from scratch and doing a new webinar for them? Does anything come to mind on gut right now between setting it up from scratch or evergreening one that they run as a one time offer?

It’s usually what I’ve done is evergreening one that they have done, or they’ve done so many launches and they’ve tested different, like, master classes and webinars throughout all their launches, and then they, like, test them evergreen.

Yeah. And things like that. So they usually have it, but then sometimes when we work together, they’re like, I think I need to redo my webinar. And so then they’re, like, redo it a little bit.

So Yeah. Yeah. So I think they already have. Like, I don’t wanna create anyone’s, like, webinar for them.

Yeah.

But I can I like to do the the opt in page and the thank you page, sales page, and, like, a sales sequence that goes out after the webinar, I guess? So Yeah.

Yeah. Okay. Good. Okay. That’s great. And then those are optimizable things. If there is a sales sequence in there, then that’s the most optimizable thing on an ongoing basis.

So that’s where your retainer really will live. But every all of it will be. Right? Your your job will be to get results from their evergreen webinar funnel for this particular type of program.

So, yeah, sounds like you’re on track.

Okay. Should I do some, like, market research or something to figure out, like, how how much would you spend on this? What’s your team? Like, I just yeah. To know a little bit more. Yeah.

Yeah. And that’s in the intensive too. It’s really, like, breaking down what their business looks like. Yeah.

Which ideally, if you I think when we were talking, you have I have Mhmm. Some people you could talk with about this. Right? Yeah.

Yes.

Yeah. Okay.

Okay. Yeah. Okay. Okay. Thanks, Jenny. Thank you. So okay. Caitlin, what’s your win?

My win is I’ve been just digging into numbers of my client just to, like, pull out more very concrete numbers of, like, upticks and this and that. And I have some good exciting ones, that I can just use in content and blah blah blah moving forward. So that’s a win.

Yep.

And then my question is and, again, excuse me.

If if this is in the intensive, I will just go back. I’ve watched a bunch of it, but my brain needs to rewatch a lot.

The triage calls, it’s different from the way I used to handle things previously. I always would do a thirty minute discovery call and just kinda knew how I handled that.

The fifteen minutes sort of get to know you, like, should we book another call? That’s different, for me. And so do you have is there, like, a skeleton or a couple points that you have to kind of guide yourself through that short, short call?

Yeah. Yeah. We actually have a COP that our s d COP and SOP that our SDRs.

I’m just wondering how many abbreviations I can throw out in a single sentence.

That they followed that we can just share. And it was for it for us, it’s for something that’s not services.

But I can share that with you as a starting point. The what’s pot what’s what’s getting in the way for you there? Anything particularly or just it’s a whole new way of doing it?

Yeah. Yeah. Just that it’s a whole new way. So and and I’m gonna do it. Like, I that’s where I’m just gonna follow this to a t.

I just right now, I’m like, there’s just a little bit of a blank space Yeah.

Of how to handle it other than talking about, you know, what made you book this call? Yep. How are things going in terms of, you know, the problem that they’re having?

And seeing if we like each other.

Like, I I like, I’m like, well, I need in my brain, I just need to know that I’m bringing you from point a is how I open, then I make sure I go to point b, and then we close on point c. So I’m just trying to figure out what my concrete ish structure that is flexible when we’re there in real time is.

Yeah. Totally. Okay. So one part will be just sharing that SOP with you so you can see, like, what some of those, like, conversations are. The the reason that I want it to be fifteen minutes is you generally do know if you click with a person or not pretty quickly. And if you’re booked for thirty minutes, that can suck. It also helps to have, I think, to arrive in a call with the constraint of time so you don’t just sit around talking.

I have found that this can sound weird. I don’t mean it weird. I just what I found. People like to be handled. So move me through this conversation more than chill.

There’s, like, a more, like, a sales drive there.

So that’s why one of the reasons it should be fifteen minutes. Let’s just, like, nail down if we should even work together, and that’s mostly gonna be on, like, when I talk to you. Do I like you? Do I like if you said something to me and I didn’t agree, would I, like, wanna fire you right away?

If so, then, like, we probably shouldn’t work together. And you’ll know that. It doesn’t mean that you should be flippant. I’m not saying that either.

But fifteen minutes is plenty of time to determine what their challenge is.

Ask that question of, like, okay. So you want x result.

What’s keeping you from getting that today? Have them really open their minds up to what is keeping me from that? To allow you to have a better challenger sale conversation in that one hour call, which is when you’re really gonna dig into, yeah, the the challenger stuff that we talk about, which is a workshop we have out there somewhere. If I haven’t talked to you about it before, I’ll find that too so you can see what that looks like.

Yeah. Okay. So Yeah.

It’s really just kind of about, you know, part one determining the problem, asking that, what do you feel, or maybe the oh, yeah. Opening the gap too that you talk about, like okay.

What’s keeping you from getting there? And then is it, you know, just hearing their pain points and getting that VOC for your follow-up stuff and just from there kinda just being like, okay. Like, I’ve considered this, and I I think we we might be a match here. Let’s book a call to, I don’t know.

Let’s, like, like, let book a follow-up call to, like, speak, you know, more about logistics and and when we could get started?

Well, so the follow-up, the one hour call is like it’s a consultation.

You are sitting there with them, and before that, they should have done work.

And so the work could be, hey. Watch this diagnostic video. Bring the worksheet with me. Sometimes that’s it. Right? Pretty straightforward.

But a lot of times they’ll already have watched your workshop before the fifteen minute call. So it’s not always gonna be that, but that’s really a question of mapping out what your funnel looks like so that you know, what they’ve already seen, what they haven’t seen yet. Great.

But that one hour call, for us, when I was running agencies, it was bring here’s what I need to see before we even have a call. Give me access to your Google Analytics.

Here’s all the things that I’ll say around that, right, to make sure they don’t feel weird about that. It’s really just an put my email into your analytics so I can sign in. That’s not hard.

Send me any survey that you’ve done recently or transcripts from customer interviews.

And largely, it is so that you can take a look at this stuff and go like, okay. You came to me saying you want to optimize these emails, and that’s cool. Great.

I’m looking in your analytics, and you’ve got these pages that are driving into that.

Now if you it doesn’t mean everybody has to go around worrying about analytics or anything like that. So that’s an example of what we would ask for at the agency because we were optimizing copy.

If you’re coming at this, you’re gonna have your own questions, your own show me your VOC. Show me your data right now. Show me what’s working. Show me it’s not working even if that’s, like if you’re in video optimization.

Give me access to your Wistia. I need to go in and look around and see how far people are getting into these certain videos if we’re gonna be working on your video. We’re gonna evergreen your webinar. If you’re it’s already hosted somewhere, I would like to go in and see the analytics on that.

And then they can give you that between the end of that fifteen minute call and and two days before you have your actual one hour sales call so that you’ve got time, to really talk through that. But the fifteen minute call also is where they tell you, basically, the scope of the project as they see it, when they want it to start so that they know when they want it to finish by. So what’s the campaign date you’re working against? Or if it’s evergreen, like, what’s your launch?

What what are you doing?

When when do you need to get this stuff done? They can talk to you about their, budget, or you can lead the conversation at this point if it feels right, to say, like, alright. So we haven’t really dug into your data yet. I don’t know what the scope of, like, your business looks like.

I’m there’s a lot more that we have to discuss. But based on what you’re saying right here to me, it sounds to me like, yes. We could possibly hit that deadline, but let’s discuss. Just yes.

Budget for this sort of thing, I wanna make sure we’re aligned on budget before because there’s no point in booking another call if we’re in two different places. So for me, a project like this generally comes in fifteen to eighteen thousand, and then we have a retainer off of that.

How does that sit with your budget? And then they can talk about that and go like, oh, oh, that’s too much.

Now I know there’s also a school of thought, and I believe in it too that you shouldn’t bring up budget until people have been really sold on what you do. But in this fifteen minute call, we also wanna eliminate wasting an hour of our time on the wrong person. So does that make sense, Caitlin? There’s a lot to discuss here, but fifteen minutes, keep it tight. One hour, be ready to have a good consultation with them.

Okay.

Cool. Yeah.

That’s a lot.

Thank you. I know. Okay. Alright. Katie, what’s your win?

My win is my very first sale of my signature offer.

I put I don’t know. I mentioned it on Thursday’s call, so hoping I can double deal on that one.

You did. I wasn’t there. So Yeah. Good honesty, though.

Thank you. And so this this has been really helpful because, of the the last SQL funnel optimizations, I’ve really been trying to get this all sorted, and the fifteen minute call has been part of that for me too. K.

So if I can rapid fire you with a couple of questions about these funnels That’d be great.

So I currently have the main CTA on my site is to book the fifteen minute fit check call.

And this might be a throwback, but I still have the Google Doc where you shared the lightly scripted fifteen minute and sixteen minute calls in ten x FC. So I’m happy to share that if that would be cool with you.

Nice. Yeah. Still the same except it’s not informed by the challenger, sale. But Yeah.

Yeah. Perfect.

Okay. So there’s that, but then people who watch the workshop are currently directed to book the strategy review call, which is thirty five minutes because I figured we’d have I don’t know. I just felt like they deserve more time for having put in more work prior to booking that we would Okay. Be talking about what they had seen on the workshop. And then from there, I’m like, thirty five minutes seems like not enough time to actually sell them the whole package.

But They’ve been through your diagnostic and your workshop, and you don’t think they’re presold on working with you.

Yeah. That’s fair. So do you think that I could make this if they’ve done all that, I could make the sale in that thirty five minutes?

Yeah. I mean so I’m curious that you said you they deserve more time with you because they’ve invested this time. When for a business person, the reward is this is gonna take less time. So, I would argue, like, can you get her done in a twenty minute call? What else would need to be said in your workshop to get them further along the journey towards saying yes to you? So is there more that you can go through your past call?

Honestly, I think the workshop is strong.

I think it’s me making things hard because I’m scared of asking for the sale. But it’s the issue. It is the real issue here. Like, I don’t think yeah. Okay. Yeah.

Yeah. Good. So now you know.

Just do it in I would thirty five minutes makes me think it’s gonna go for an hour, and maybe you will. And maybe that’s what you need if you, like, get into this conversation with them. It’s nice to have that time available to discuss.

So maybe you leave it at thirty five minutes, and you allow yourself to have a longer conversation as long as it leads to the second half of the conversation, no matter how long it is, has to be on closing them, on working with you and confidently saying your number because you already charged people that number. It is the number. That’s just the way it is. Of course. Do they want the value? Yeah.

Yeah.

Okay.

Any more rapid fires?

I tried to keep my because now I’ve just been sunk into this.

I’m, like, not spitting out, but I’m like, oh, wow. There’s a whole other question around, like, how am I I’ve always done this, like, consultative sales process where I was tailoring the package to their needs, and now I’m like, no. The package exists. You’ve already heard all about the package. So, like, it’s more about selling a product that they’re already bought into than it is a tailored solution.

It’s really unpacking, like, what would get in the way of it right now. Because they’ve already seen they’ve got a problem diagnosed.

They can see that you can solve it. So I would review the workshop to make sure that it’s clear that you are the one to solve it. And if it’s not the workshop, can you put more testimonials on those pages leading up to the conversation with you to make it really clear?

And, yeah, then what else is getting in the way? You don’t have to ask that question, but sometimes you might ask that question. And just the answer, whatever is getting in the way, whatever the additional constraint is, get it out of the way. Mhmm.

Yeah. Okay.

If I can, the rapid fire was, I have a PDF, like, version of my diagnostic that points people to the workshop.

I have the ROI calculator that currently also points people to the workshop. So currently, kind of in my marketing funnel, everything points to the workshop, and then the workshop will point to book a call.

Right.

K.

Strategy review. Good. We’ve checked. So the page they’ve booked a call, and they’ve already seen the workshop.

Is there a CTA there that’s, like I don’t know, it’s me on Instagram.

Like, they’ve the landing page for, like, Calendly or whatever.

So they’ve booked they’ve watched the workshop, booked a call, and now there’s a landing page, and you don’t know what to do on it?

Well, I mean, my default will just be a one question, survey, but I’m like, is there something else I should do if they’re the super cleaner? I think you’re probably gonna say, like, take their number and call them or something like that.

Katie, you’re such a good student. Okay. Grab that number. I don’t wanna do it right away.

I think and I it’s a big thing you’ll say it. Okay. Okay.

Yeah. Yeah. If they’re willing to give you their number, that means they’re open to a call. Hop on a call as as soon as you can. Just call.

And if not, then if you don’t feel like calling for some reason, even though it could be worth twenty thousand dollars just to sit there and make a call right now, I mean, I guess there’s other things that you’re doing that are worth twenty thousand a minute. But, yeah, I don’t know what else it would be. So it might as well be, hey. Let’s hop on a call right now.

And for now, anything else is just getting them to show up. That’s it. So the show up is a huge part of it. Show up not just show up annoyed to be there.

Showed up show up ready for, like, this is what I’ve been missing in my life, and Katie’s got it for me. Yeah.

Okay. K?

That’s great. Thank you.

Alright. Thanks, Katie. Jessica, what’s your win?

I’m gonna change mine now that I just heard Katie because I’m hoping it’ll help her. I had, an experience with two discovery calls, and both of which came through referrals, which I thought this might help you, Katie. So the first one was a former CSP’er had referred me to, like, one of her best friends, and she basically was, like, sold in a discovery call. Very quick, fast decision maker, female, just like, yes. Let’s just go. And then I got in another call with a with a guy who, I guess, really respects Joe, former somehow they have a relationship, and then, and was like but talked and talked and talked on our call and kind of in circles, he did. Not me, surprisingly.

And and then he was like, oh, well, can you show me some of the books you’ve been a part of? So I show him, goes and reaches out to one of the people. And then and I was just sitting there going, this is red flags. To me, I just it was like two really good examples of, like, I wanna work with the person who gets a great referral, trust that person, and, like, let’s make a decision.

This guy was not a good referral, not because he didn’t immediately trust me, but more like he had to go. I could I could see through my network who he was checking in on that I’ve worked with, and it was like nobody was enough to trust. And I was like, this guy will be a pain in my butt badly. No.

Nope. Nope. So I don’t know if that helps you, but I’ve just had so much more success with fast, like, let’s do this. I’m more like Joe was saying before.

Like, they’re not worried that they’re gonna lose all their money. They’re just worried more like, oh, is this just another freelancer who’s not gonna do a good enough job? Like, there’s a difference there. And I don’t know I don’t know if that helps you, but that’s what I’ve noticed in some calls.

So Thanks, Jess. Anyway, so I closed a project, except I know how to fix it. I’m just hoping you can help me with some of the other stuff ways I could leverage this and learn from it and implement.

So I had kind of an ideal lead reach out, and they’ve been wanting to work with me. But, the big objection was this worry that organic fixes, like optimizing your keywords and your categories and stuff like that, would not improve visibility enough to increase book sales and thus get them, you know, on the other side courses and, and new clients and things like that. And I did a very poor job because of my relationship. I did a poor job of, like, selling them on no.

No. No. Actually, like, this person knew what they wanted. Type a business control person, and I want this.

And that’s cool, but I did a bad job of not explaining that, sure, you can do ads, but you’re basically putting traffic sending traffic to a leaky bucket.

And so first, you need to you know? So I didn’t do a good enough job there. And that’s fine. I know how to walk it back with this person and do their ads for them, but also at the same time fix the leaky bucket.

So I’m not worried about this client in particular because of our relationship. But I do wanna know what your opinion would be on. One, of course, how do I make sure that doesn’t happen again in the sales call? But also, like, is this something that I should be thinking about for a workshop pre before they get on with me?

I don’t know because sharing all I find that I overshare. Like, remember when you said at the beginning of copy hackers, you taught too much almost and give away too much?

I feel like I do that sometimes, and I basically give them all of my strategies and tactics, and then they can just go implement.

Yeah. Okay. So so there’s a couple things there, but your first part of the question was around what how to prevent that in future sales calls. But what happened in the sales call? Like, what did you I know that you didn’t you don’t feel good about what you how you ran it, but, like, what happened?

I know this person so well, and I know they’re such a control person. They when they’re it’s kind of like I mean this in a really complimentary way.

It’s kind of like when I work with you. You’re very I want this. I want it now. I want it.

And you know you and that’s great. Like, you know, whatever. But you also respect experts. And I did not say to my person who I have a good relationship with, but I’m the expert on this.

So I let her kinda do her thing and be the expert in and dictate, and I should’ve made it clearer that I knew there was a leaky bucket, I guess.

Okay.

So was it to me, it sounds so a couple things come to mind for me.

You gotta let a client be a client no matter what you know about what they do. If they come to you, they have a problem, they are not able to solve it themselves. And if you think that they are, then really, they’re not gonna be great to work with because what are you doing for them? If they can solve it themselves, now you’re just somebody who does what they don’t have time to do, which is not a great value proposition.

Right. So you gotta I’m I know it’s like a mindset thing, but it’s like, put a sticky note there that says they’re the client right now and, like, let them be the client. You ask the questions. You listen. You point out how that’s not really gonna work, and here’s why.

That’s to me, it sounds like you were, yeah, letting them be a person that you know rather than Yep. A client.

Yeah. That’s exactly what it was.

Yeah. And so it’s just make that a rule for yourself.

All leads, no matter how they come to you, if your mother comes to you and says, I wanna write that book, you have a really awkward conversation with her about things, and that’s doing her the honor of treating her like a client, because that’s how she’s gonna get the most results. Okay. So you’ve got this challenge. You ran it, the call a little bit wrong because you knew the person, which is just something just to keep working on too. Right? Like, you as you get better clients, better people coming in the door, they’re probably gonna be opinionated, intimidating in some ways, and you’re gonna have to talk over them.

I’m like, that’s just a skill you just have to get ready to have even if it seems pushy or whatever, especially on Zoom. Like, there’s the talk over problem. You have to just keep talking. That’s just the way it is in order for them to stop talking and listen to you.

And that’s just what people I think are used to as well. Type a’s are used to it. They’ll keep chirping. You keep going, and it can feel like this bullshit.

But that’s like they’re not listening. They’re talking. Oh, she’s trying to talk. I’ll let her talk now. Like, I think it’s just I’ve learned that with with people.

You just have to let go. And to a point, right, without it being, like, this aggressive boxing match of, like, vocals. Okay. But then what was the second part of your question there, Jess?

I do think that there might be an opportunity to take that objection and educate a little bit more or potentially use that for I don’t know. I’m not sure.

Yeah.

And so, like, update the workshop.

Update I mean the things that lead them to be a lead for you. A lead. Mhmm. Yeah.

I mean, that’s like some Hormozi trick. The second they get a new objection in, Hormozi goes and records a new video that counters that objection, and they just slot it into the existing video they have. And that’s just like an ongoing exercise. So, yeah, soon as you get one, go record a reaction or a thought on it, and then embed it in whatever whatever video you’ve got, which is, again, another good reason to know how to use editing tools so you can sit down and pop that in there.

Yeah.

Okay.

Yeah. Sounds good. Yeah.

Cool. Thanks. Good. Good. It sounds like business is good, Jess.

Oh, yeah.

I mean, it’s crazy busy, but, yeah, so I’m not complaining.

Yeah. It’s good. It’s good. Awesome.

Anybody else? When are we wrapping up?

Alright. If we’re wrapping up, wonderful. Good. Don’t forget. Put some questions together for Ross. Read his book.

Create once, distribute forever. It is a very quick read. So just grab it. Done. Got it.

And if you’ve struggled with, oh, no. I have to keep creating new stuff. This is Ross will tell you, you do not. So make sure you attend that on Wednesday, and then also furnace session on Thursday.

Feedback Fridays this week is also ninety minutes yet again, and, of course, you can cycle through. And if there’s room, you can go in more than one time. Okay? Good.

Alright. We’ll see you in Slack, everyone. Have a good week. Bye.