Tag: december 2023
Your Red Thread & Building Authority (Part 2)
Your Red Thread & Building Authority (Part 2)
Transcript
Excellent.
In the last session, just as we all file back in, if you don’t have to be off camera,
please come on camera we can see your lovely face.
Katie said I would love a session on setting up an agency for the record. Anyone else. That’s pretty awesome.
I anybody who’s been in ten XFC or past masterminds with me knows I get very frustrated when people are like, no.
No agency, and I’m like, there’s so much opportunity. It’s making me crazy.
So it’s good.
Yeah. So we can definitely talk about that. Well, like, definitely in the new year. So, Jessica, for you, I know you have homework around agency thinking.
Just have some questions ready to go in the new year. And then when we see, you know, that stacking up, we can just book something, somewhat randomly pop. Possibly in January.
But Sarah is here. And if Sarah, if you can make a note of that to follow-up. Noted. Thank you very much.
That’s what the check mark was for. There’s no no. No. Oh. Loading. Oh, shoot. There’s a check mark.
Did you put that in chat?
Yeah. Ah, there’s a check mark. Okay. I didn’t see it. My bad.
Alright, here we are. We are talking about what you are planning to do. In Q1, just calendar year, Q1. I don’t know what your fiscal year is, but, that is January, February, March. How are you going to be acting on your authority building plan the page, what have you decided to do? I would love a volunteer, just a reminder that A lot of the things that you might take and apply to your own plan are that phrase caught not taught, right? So you might pick up on things to do on your own plan by watching us talk through someone else’s plan.
So please do paid this as a moment to take your notes, and apply to the session to, your own, sheet.
Who would like to volunteer instead of being called on by me, which is the alternative if there are no volunteers?
Jessica, do you want to? I saw a random flipping of the hand, and I’ll take that as a I don’t mind. You’ve torn me apart before Joe. It’s I’m open to your feedback. Okay.
Let’s see what you’ve got. K. Now remember, I’ve been sick for the few days. So this is the result of my illness.
So just share my screen. Yes, please. Okay. Yeah. Because I can tell you this is not the detail I would normally need to, but sorry.
Okay. Alright. So we have I will own e commerce sales strategist.
Do you see updating that based on what we just talked about last time?
In the last session just now? Yeah. I think that it would I would just change it to that seasonal sales, probably.
Since, yeah, it sounded like everybody had a resounding the seasonal sales could lead you to, being the Bernee Brown of yeah. So, yes, I would.
Why wouldn’t you say I will own, quote, unquote, be the Bernee Brown of e commerce by January twenty twenty six? That’s a real question. There’s it sounds like an assumption, but it’s not.
Mostly it’s just a self confidence issue.
Like, I I listened to you when you said put in the idea of seeing that in a LinkedIn profile.
It’s bold and I yeah.
But then I have something to live up to. So, yes, I could say that.
I think that you will say that. That’s what I recommend that you do. Just put it in there.
And then now you have a bigger objective, which I find always better. The ten x is easier than two x idea.
By January twenty twenty six, okay, so that Jeff can retire from the hardcore labor that he does. Okay.
My target of e commerce CEO is head of growth in CMOs. We’ll see my name two times a week, every week because the following efforts.
You have you are doing a lot Yeah. For the same things across all quarters.
Your book, seasonal sales psychology, but you don’t have a talk associated with that. You’re going to have one, but there’s no note there. So the book is Seasonalsales Psychology and you want to be in first draft writing by March. Is that accurate?
No. I think with the book, it was so the beginning of January would be come up with the book concept. A rough draft of it and then outline it but no, I think by March, I’d still I guess I was hoping that in March, I’d be gathering the research the data and start potentially drafting in q two.
Okay. So if you like any of the questions, etcetera, look to me, like, you were getting into the first draft, but you’re saying that’s, like, the more complete version of the outline? Yeah. That’s what I’m thinking. Perfect. Okay. Cool.
You will have a bunch of content.
So you’ve got the signature offer, and then you’ll be doing How come this the newsletter is only January?
Oh gosh. Sorry. I yep. Because I over oversight. It’s an oversight. Okay. So you will do more in January, February, March.
No. So the goal with the newsletter would be at minimum. So here’s what I had to do because this I don’t know for whatever reason the check marks work for me, but then breaking it down as hard. And I had to think about how would I do all this content and make it consistent.
And so the only way I could think about it was, okay, I’m gonna do my big thing will be podcast YouTube. It’ll be a video. Video. And then I’m going to commit to recording.
I at least fifteen minute video every week and then I’m going to modify, repurpose whatever in all these other channels.
That was the only way I could think of it. Really. So that was kind of why I checked off so much and the why I put things there was because I kind of had that in my mind one video could become all sorts of things including like a weekly newsletter would be some some version of whatever I talked about in the video that week. Does that make sense?
Yes. Everything should be working together. Absolutely. I’m only slightly So I’m wondering, you have research for the book happening in February and March.
But you need the research for the book in order to write the newsletter, do the podcast, and even have a medium blog.
So that all needs to move up.
Further.
Okay.
Yeah. So yeah.
If you’re going to start. Otherwise, if the research does happen in February, then the newsletter of the podcast, and the blog can’t start until February because what are you gonna write about? You’ll need research. Yeah. So I would update that. Also, where is your note on You just told us something about this, plan that you have for the podcast on YouTube, but I don’t see it noted anywhere on here. Well, I just put just nap.
But then you have that podcast on YouTube, but where’s Then you had a whole thing you talked through, but it’s not written anywhere on here.
Oh, yeah.
Yes. I can write I didn’t am write that in. Yeah. That’s just something I know because I’ve done I I don’t know. I don’t know how I know that, but I know that strategy.
Okay. I would write it in, put it under place. So it’s super clear to you. Yeah. Even when you get a cold, you’ll always remember what is going on. Right? So that’s my measure, like, if I’m sick or tired.
Will I still be clear on what to do?
Why do you have what was your reasoning for a blog on your own domain?
Like at wright and Maine dot com or something like that. I think because I think because of the I know the it’s not I think because I had started building SEO on it and I had gotten some results from it that I thought, well, if I keep doing it and it’s only a repurpose, like, if I can you easily use AI to turn my video transcript into an SEO optimized blog post.
Why wouldn’t I post some version of it on my blog? I guess that’s why.
Okay.
But sharepoint, maybe it’s not worth the time. Well, and we’ll see because spoiler alert, the next initiative after after everybody’s done with Q1 with filling this in is then you go and you block out your calendar in full. So that’s where you’ll see, do I have time for a blog?
I would recommend pulling back on initiatives rather than adding more. How many of these are you currently doing? Do you have a newsletter right now? No.
Do you have a podcast on YouTube right now? No. Not enough of it. Have a blog on your site or None of it, Joe.
You know none of it other than the I’m listening to those everyone. Right? None of it. Like, the book.
If you have none of those things yet, suddenly starting all of those things is a recipe for disaster largely. Right? So it’s setting yourself up for failure unless something else is changing like like, well, I’ve just hired two people. Then maybe, right?
And this is for everybody. So it’s nice to want to do all the things. Then we have to focus on just the things that we can do that are the best levers to pull. So If you are looking at that now, you’ve got newsletter or podcast that appears on YouTube, medium blog and your own blog.
What would you have to get rid of two of those. What would what would go?
Oh, I well, I’d I’d keep the YouTube videos. Because it’s the main content.
And then I’d probably just start the newsletter.
Cool. So let’s just uncheck.
Blogs, both of them. Okay.
And then you can make the bold move to delete.
That content underneath those columns.
Then that leaves you with something that you might actually be able to do. Potentially. Right? And then you can focus better on those things. Keeping in mind.
Lenny’s newsletter, a few people in Europe talked about it already. Lenny doesn’t have a blog, Lenny has a newsletter, Lenny has a podcast as well. Those are the two things. Lenny doesn’t even have a book. So you don’t have to do everything you just have to do one or two things consistently and like have your point of view, do them really well, keep showing up and doing them.
So yeah, that’s for everybody.
Figure out what that talk is going to be. And does it have to happen in q one? Do you have to start thinking through this in q one? What conference season?
And this is where you’re thinking through for everybody, when you’re thinking through, where do I want to speak on stage? Then you need to go and look at when those events happen. So if you’re like, I want to speak at, social media marketing world or whatever it’s called, well, that happens in February. So Let’s scrap that.
You can work on that on pitching them or getting in front of them in some way. Next fall. They’re gonna be thinking of their speaker lineup.
So think through where you want to talk, and we’ll think through more of this stuff as we go. Don’t worry. It’s not like, oh my gosh, there’s so much to do now, but we’re at the point where we’re starting to put the basic roadmap together. Like, and then we’ll work out some kinks in that. But with that, if you are not planning on doing talks in Q two, or even Q three, like the beginning of it.
Then don’t worry about that as something to work on right now. You can instead move those along to q two and three. So right now you have, I see under column under row twelve, pitch and execute this, seasonal sales offer and, etcetera, etcetera, just cut those paste them in Q2 or Q3. Then you know you have it, but it’s not puttering up. Oh, shit, I have so much to do.
Okay?
You’ve also got under book all of your outline stuff. So maybe put that under book outline instead of under book, and, then you don’t have to worry about the writing of it either. It doesn’t look like I have a job project to do in q one.
And then the product high service, cool, figuring out YouTube, LinkedIn, email list, What’s your thought on the email list? So you have outside of the newsletter, you wanna an email list, you don’t have a core lead magnet under the first block.
So what are you what’s your plan? What’s your future use of the email list?
Well, sorry. So The only reason I checked that after I had attended Purna’s product packages, productized services, and I’m still kind of thinking through this whole package productized service of the seasonal sale and when Printer was talking about she was talking about you know selling your pack just through email. And I was like, oh, that’s a really good point. If I have the newsletter, that’s not really, you know, I’ll need I’ll need automations and sale a sequence around selling that package. So that was that was honestly that was why I checked it at that point. I was like, oh yeah, I need to think about that later.
You’re right. There needs to be other things before we probably even get there. Yeah. Potentially.
Right? So, there’s lots of good ideas. And you have to rank Burna’s package idea, where does it fit? And it might, but is it gonna be a Q1 initiative for you?
I would move email list out. I would cut it, move it down to q two or q three.
Yeah. And then you’ve got guesting on podcasts.
So next to those ones all down in this third block, where it says guesting sponsoring, use the notes column, that big merge, those merge fields right next to it, to tell yourself what it is, and then to tell us too. So, are you are you guessing on podcasts which ones are they, or are you planning on sponsoring them? Because maybe you have more money than you have time.
And so think through that and then put a note there. So you’ve got research, e commerce podcasts, and then pitch them.
Pitch assets to those podcasts? Well, so, yeah, I don’t have, like, the, you know, a lot of times, like, the media kit and all the info that I’ve I know they ask for. So I just put that in as a I need to make sure I have all of the stuff for pitching them.
So you’d have to create unique assets for these podcasts.
Well Is that accurate? Yeah. I mean, I need something. Yeah. If they’re asking for my, you know, my, all the imagery or the info about me, like, all that stuff. I have not put together hack with all that stuff. Oh, so, like, your headshot and your files and, like, links.
Yeah.
But I haven’t done a lot of pitching. So this was literally again. No. That’s okay. It just feels like it’s so it’s like a like, a five minute job.
So I don’t think it belongs on your sheet. Okay. Yeah. It’s just that once you actually do it, and I think it’s a fair thing to talk about. Like, It doesn’t it’s it’ll be.
Jessica Noel is, and then you’ve written it because you can edit it later and just throw your headshot in there.
Call it a press kit, and it’s it’s done. So but it’s good that you have it. Don’t get me wrong. It’s just a little low level for this.
It’d be a nice thing to check off your to do list. It would happen really fast, and you’d be like, cool. I’ve got one done. So that could be a good reason to put it on you if everything feels too big.
But make sure you list out what podcast you want to be on. Put that under the notes field right next to it. Same seeds for YouTube and delivering your core webinar. Cool that you have those noted under begin in other queues.
Just put those over in. Leave these columns blank because this is the more you have in here, the harder it is on your brain. In my experience at least. Okay.
Any additional notes or thoughts or Jessica on q one efforts and efforts overall?
Have some feedback.
I need SOPs so bad. So please. I’ll repeat that chain. It’s, so I’m a bit of a project geek. So I I everyone looks at project management a different bit differently.
How I look at this is there’s, you have your quarters, but there’s actually twelve weeks. So the way I I’ll just tell you how I would approach it each is deliverable. So the book is a is a deliverable.
I would take that book and break it down over twelve weeks and then put the many deliverables within that and focus on Joanna says, like, focus on the twenty percent of the book that’s gonna achieve eighty percent of the result. Right? There’s little things that you’ll you’ll pick up as you you go to publish. Like, you’re not gonna be able to think of everything.
Like, focus on in each week. One would be I’ll share something after as well, like, finish chapter two or finish draft of chapter three. Like, very be very specific and the exact outcome that you wanna accomplish during that time. And another trick is to also make sure that it’s a noun, like, just to anything you put in there as long as it’s a noun, then you can pretty much rest assured that it’s it’s deliverable.
Right? And then when you get into creating tasks and stuff, then ask then add your verb, But be very careful. Like, a book is is a big project. Like, it’s a I’m I’m working on a book now.
But it I you may find it helpful to just to do that, like, take the book, break it down into twelve weeks, then figure, okay, what are you gonna use to, promote that book? Okay. You’re gonna have your podcast. So then how can you connect the two. Okay. You’re gonna need this to do this and then fit that into the twelve weeks somehow, like thinking blocks like that. That’s what I do.
A good tool that uses a, not a mind map. A, yeah, I think it’s a mind. No work breakdown structure. You know, they start at the top.
And then they go down and just use nouns and you should be you should be good to go. I’ll share mine how I did it, and it may help. Oh, it’d be great. Thank you.
Yeah.
Others, you’ve gone through this yourself. Yeah.
Chris? I have a question for Jessica.
Since I thought about it as well, and I came to a decision for mine, but how are you dealing with the newsletter and email list. Do you have two separate ones? So the substack ones and your websites one? Or what?
My plan was to do, yeah, I was gonna do like a subs sub stack and then my, own, my own site website. Yeah.
List. Yeah. Which I need to which I just completely am starting from zero because like I said, I stepped away for about a year and a half. So those that all had to be cleaned. Yeah.
Have you thought I already about how are you using the websites one? So I are you gonna send, I don’t know, like, sales emails?
Or No. You don’t have a lead magnet?
No. No. Based off of what we talked about today, I I yeah. I’m not sure. I have to think that through. I’m gonna take some time to think about that.
Good. And share?
Sure.
Well, thanks, Jessica.
That’s great. So, next steps for you and for everybody will be to start digging and first go through really clean up, what you’ve got there with an eye on, like the reality of it. Focusing only on the most important things to do. And then it’s time to start breaking it down into a way that you can act on it.
I strongly recommend using your calendar, maybe even just creating a separate calendar in Google calendars, that’s like my to do list so that it doesn’t interfere with other things. However, I do my to dos all my project management right in in my main calendar.
So I find it really useful. I find that most of the tools people try to use to manage their time They just, especially as a solopreneur, you just end up going back to your calendar. Like, it’s the single point of, like, it’s everything. It’s your, it’s your life. On the page, so go in and start blocking. And that’s where I know people struggle with theme days.
But you gotta block your time out to get those projects done. If you’re not doing it consistently, you might as well not do it at all. Because it’s just gonna be a big distraction and a waste of time.
So that’s your challenge in time for January one.
K. Can you get that done, Jessica?
Nice. Okay. Cool.
Fantastic.
K. Who wants to go next? We’re only gonna look at one more.
I don’t wanna go, but can I ask one quick question about the book? Yeah. Is that alright?
Yeah, so I have an idea for a book. I’ve I basically wanna do like, the evergreen course formula. So, like, kind of like the product launch formula, but an evergreen version.
But I I would when you said the before about getting it in airports at the top. I was like, yeah, I would quite like that.
But to do that, I I think I I I believe I need some impressive case studies, like, proof that I’ve made people millions if I’m gonna make it like this amazing book. So would you recommend I do a book now that’s kind of smaller fry, but still on day whenever green and hold out for that. Or, yeah, I’m not sure whether I should wait until I’ve got studies or just do something now? This is the the constant question is do I wait? Do you know how many how many people get their shit done by by waiting?
Like, none. Yeah. But if I if I write a book that without those case studies, it won’t be as epic as it would be if I did it later.
Like, I mean, is it just a case if I write a different book and hold out for that one? I mean, I get what you’re saying, and I hear people ask this question all the time, like, do I wait? But The time. But then you also say be patient and think long time. So But it’s all You can also yeah. And on the go ahead, Chris.
I was saying you you you can also update the book. I see a lot of authors, like, write the book and then do the updated or revised edition, right, where you can add those stuff in the case studies.
Yeah. That’s And the feedback is custom here. Right? In most cases, I have and I’ve talked about this in past, like, masterminds. Like, the number of what I would call monsters I have created is hi.
People who run with an idea when they’re not ready for it, and you’re like, whoa, pump the brakes on that. But I would start, and in your case, Abia, do know a good amount. Not a lot about you, but I’ve known you for a little bit now.
Don’t hold yourself.
Back.
There are three fears that people have rejection, which is what you’re talking about, judgment, and success.
If success is a fear for you and if rejection is a fear for you, know that those are fears.
They’re not necessary early real. Now that’s what I’ve been coached on. Those are the three fears that I’ve been coached through.
And I would say, take that to heart. You’re afraid of rejection. Is it real?
Look at all of the books that are published out there that don’t you don’t have to have fifteen studies.
You’ve got one pitch that you’re going to either pitch to, publisher or to self publishing organization like page two. These are the groups that will help you get your book out, and a traditional publisher will get it into airports. So if you wanna go the traditional publisher route, route, you have to then write, and now is the time to write your pitch letter that you would send to an agent. How can you make your book sound awesome? And that’s as far as you really have to go with it.
Is that you have done this before. So you don’t there’s two I find that there’s way too many people who say I’m not ready yet, I’m not ready yet, and then they watch as people who are less ready than they are go flying past them.
That’s me saying that has created monsters before who then slam into a wall when they go running by and it’s like, holy shit, I wasn’t ready for this at all, and like they slam into a wall or they fall off a cliff. That’s a possibility.
It is, but that’s the risk we take as entrepreneurs too that I might fly into a wall or fall off a cliff.
Very rarely does it actually happen, though, especially if you’re conscientious with the way that you’re going about it and even asking the question proves that you are conscientious about this. So I would say Go with the big idea first, go with the big dream first, and then let actual rejection.
Stop you or hold you back or bring you back to a point. And I don’t mean one point of rejection. I mean Holy shit. I’ve been pitching this It’s my six hundred pitch, and I’m still getting rejected. It’s probably time to rethink this, not the first one. Don’t let the fear of rejection.
Stop you. Let someone actually reject you. Then, then you can actually work with that. Does that make sense?
Yeah. Yeah. That’s helpful. Thank you. I know it’s scary. I’m gonna do it. I’m gonna do it.
People it’s not scary for it, and they’re doing it.
Yeah.
The fears. The three fears. Alright. Anybody else have a question or something that they wanna share with Abby even?
No.
Cool.
Randall says, so if you are thinking traditional publisher, should we be identifying perspective agents now and quoting them on social media. Potentially, a lot of them have newsletters as well that are really, really useful.
So like go one sub stack and just look for, literary agents, yeah, if you wanna go traditional.
Yeah. And there’s a lot of information out there, out there about going traditional versus not.
April Denver is self published.
Both times. So you don’t you don’t need to go traditional at all. Nobody expects it anymore, but if you wanna be in an airport, Maybe. Maybe.
Okay.
Are we ready? Yeah. Self publishing. Pay two is like sixty grand, I think, to have them help you publish, but that’s a lot of hand holding along the way.
Page two, everybody there comes from a traditional publishing background. So you’re getting all of the benefits, without having to wait two years to publish. And have earned seven percent of this. This way, you earn a hundred percent, and I don’t think you should go into this.
To make money off your book, but it’s an important consideration. When you think of how many books you might actually sell, because you’re gonna be the one doing all the promotional work anyway, whether you go traditional or self publishing, it’s your platform that’s going to sell it. So there’s a lot to be said for self publishing.
Cool.
Who wants to share?
Monique.
Can I ask this is so curious? I have spent some time on this notion of how to publish, and I’m I’m guessing there’s some curiosity around it. So I looked at page two They have a case study where there’s actually an author who gives their article about like their whole process. So it’s really worth, I think, a read to anybody who’s interested.
Nice. Just page page two alone has an interesting resource.
The self publishing route though, can you describe that? Like, I’ve heard a little bit about it. And the idea that you’re just doing it through Kindle and you’re kinda getting it out there, is there a version between page two and self publishing that is a bit of guardrails, you know, to get you and and maybe there’s somebody out there who’s offering a workshop or a course on it.
I’m smiling at Jessica.
So Jessica has we have I worked for copy hackers on contract for a year getting our Rich rider series out the door.
Abbie Ghost wrote most of those, like, two of the three books as well.
So there’s definitely talent in the room that can walk through, like, how to self publish without going the page two route. Those for me when I asked them to work on these projects for us. Those were Lead magnet books, just using Amazon as a search engine, really. So, that was the idea there, like a better qualified searcher finding us on Amazon.
It wasn’t authority building.
It was a different initiative there. But Jessica or and or Abby, do you wanna share anything with Monique, or is this like a separate conversation we might need to have? I think we should. I think it’s a really great conversation.
I would be when I’m sorry. I forgot who was king. I apologize, but whoever was talking about traditional publishing, my question was why why why do you want to go traditional you’re doing all the work. And I don’t know.
So, I definitely think it’s worth a workshop. I know, Abby, you’re has tons of ideas about how to if you wanna talk to somebody about getting a book written, Abby’s your girl. And she she doesn’t I’m so excited, by the way, can I just say, heck? Yeah.
I feel like this is the unlock I need. And I’d even love to dangle this idea about as you’re writing a book, do you release a chapter as a lead magnet? Like, is there that push on some aspects of using chapters as they get written as material. And I just I’d love to throw it out there because it feels so big.
Like, kinda feels like this thing that’s bigger than than it should be, but if it’s broken down and used and played with in different ways, in a in a way that’s a process, it would really change my my calendar that I haven’t quite nailed down just so you know.
I think it’s just works up, Joe, in my opinion. Yeah. We could we should definitely talk about it as we get into the new year for sure.
Because there’s a lot to be said there. Right. Yeah. Everything’s content, release it, release chapters if you want to, release it over time. But but strategically, right? Like, so you’re not just putting your important chapter out to crickets.
So what can you do to really push and make the most of one or more released chapters.
Also, this fear of how big your book has to be, if you go traditional, they make you write an eighty thousand words book, and that’s just it. Eighty thousand words doesn’t matter unless you are seth godin. And, like, otherwise, you’re writing eighty thousand words and good luck getting them to sixty to eighty and good luck getting them to say anything to a thirty thousand word book, which is, again, what, April. April and I have a separate thing that we do together, which is why I talk about her quite a bit and her book publishing and her workshops so, yeah, that’s thirty thousand words for obviously awesome, self published, made thirty thousand words because you can read it in the average four hour flight, which is what her audience does.
So you don’t need a massive book, you don’t need to follow all the old rules, either. Like, traditional publishers, they’re called traditional for a reason. Like, it’s not a flattering word.
You can do a lot on your own. But yeah, let’s let’s talk about those. I did chat out also Tim Gral, who has worked with a lot of traditional, traditionally published authors like Daniel Pink to get them on the best seller list, follow him it’s absolutely worth everything.
Just one insight. One insight is that one unlocked. Right? Stacey?
I just wanted to say there’s someone I know from a a a member group of consultants that I’m in who does that thing, you know, the cut she’s got a traditional publishing background, and she does the sixty to seventy five thousand dollar you know, package to help people do their book. But she also she has a a a newer service that’s, I think, in the maybe fifteen hundred dollar range, where she kind of gets you all teed up. So you get kind of the benefit of all the goodness of her background and knowledge, and and a map of a of, you know, the the game plan for you to do. I think that I’m gonna do that for my, my next book, but she’s somebody, you know, she may be willing to, you know, do a visit in talk to us or something like that.
If there’s a if there’s enough interest, I’d be happy to, check into that or whatever. Yeah. That’s cool. I think that’s a it sounds like it’s an in between option that’s, you know, giving you the benefit of her expertise, but without the, without the high price tag of the, you know, do it for you route.
Yeah. I’m also curious what the people who, yourself, included Stacy, people who are using AI to help generate ideas and, like, find gaps and ways in, would say about, like, just the getting started too, not the not the help with writing necessarily, but, thank you. I’d I’d be happy to to share information about that at some point in this session if you want to. I did a challenge, maybe, I don’t know, three years ago, to write a book in seven days with AI, and then I did.
Brode and published a book on Amazon in seven days.
Not much of a book. It’s kind of a bar book, but it’s but it but I did it. So Yeah. Yeah.
I know, like, writing the book is a different thing and not recommended for AI, but, like, the starting stuff. Totally. Cool. Okay.
Awesome. So we’ve only got ten minutes left.
Who would like to quickly share their sheet.
What they’ve got? Right. Thanks, Christopher.
Right. Sharing.
Can you see my screen? Mhmm.
Oh. Okay.
I will own message market for a B2B SaaS by end of twenty twenty five, so I can make, two hundred thousand with thirty k of it and passive. So hundred and seventy in services and thirty k in, okay, product course sales and pay for my living expenses course sales while setting myself up to reach one million per year by twenty twenty six. My target of market managers, heads of growth, product marketing and founders will see my name. Two times a week every week because Yeah. Actually, one thing wrong here is that the two two hundred k is actually by end of twenty twenty four. But I will own message market fit by end of twenty twenty five.
Change it. Yeah. That’s because I don’t think I can own it by end of twenty twenty four, but I can reach to another k. I think you own it now. Sorry. What’s the, yeah, like is it I I am so curious about deadlines.
I I like a realistic anything. I like real.
But at the same time, like, there’s also the why not now question? Like, why not? Like, I saw that you had posted that someone said did you invent the term message market fit or something like that?
Yeah. I don’t know. So there’s, like, a signal.
I see some people using it in d to c.
Few maybe fewer in b to b, but I don’t know. Maybe it’s the fact that I still haven’t haven’t got, like, a clear idea of how to structure my processes, and it’s something that I’m gonna work on, like, the beginning of the year. I don’t know, maybe as I started working on it, then I see, like, a clear value prop that I can offer.
Maybe I get more confident.
Right now, maybe I don’t feel as confident, but maybe just a temporary thing.
Yeah. Confidence is weird that way. You will build the train and the tracks at the same time. In business. So you are building your authority while also coming up with your authority in a lot of cases. Like, what’s your IP?
And, you have to own it immediately, which is tricky, but just know that it’s not unnatural. It’s what everybody does unless you’re in academia, in which case, oh lord.
Okay. So we have the marketing manager’s heads of growth product marketers and founders. It’s a lot of people.
They are. Let’s see where you think they are.
Can you scroll down so we can see more, just to the bottom section, the very bottom one?
Oh, you have okay. So you wanna get in front of these people. I don’t see anywhere on your sheet.
Where those people are.
I mean, I’m using I think they mostly are LinkedIn and Twitter.
But I added Instagram and YouTube just because I’m doing the podcast as the starting thing for all my content. Basically, So podcast, then I’m gonna repurpose us to YouTube videos, and then I’m gonna repurpose all of the content on LinkedIn and Twitter mostly. Which I think we can swear those people are mostly LinkedIn and Twitter as well. Maybe second to Harry.
Where do you have a list of where those people are?
Well, what do you mean a list? Like a social list? Or just Yeah. Like, what does your what does the head of growth at intercom.
Where do they consume content that’s tied to master market fit? Yeah. I’m seeing most of the on LinkedIn.
Definitely. LinkedIn and newsletters of other people in b two b. Okay. So newsletters of other people. Yeah.
How do you know?
How do you know they’re on LinkedIn or the reading other newsletters?
Just been even just in the past couple of weeks, I’ve been doing outreach for the podcast, so I have nine people booked. And I’ve been looking at a lot a lot of posts. I see a lot of, Yeah. I’ve been basically filtering LinkedIn for these roles, and I’ve been reaching out and seeing them comment on other people’s posts.
Yeah. Okay. Cool. So these are people that you want to hire you Yeah. Who are on LinkedIn.
Yeah. Exactly. Cool. When it comes to newsletters, what newsletters are they reading?
Yeah. So probably stuff Lennie’s newsletter.
April done for his positioning newsletter.
I follow this other one. It’s called growth waves, even though it’s a bit more d to c.
But there are a couple of newsletters, mostly on sub stack, beehive, yes. Some people have their own, unconvert kit.
Can’t can’t come up with the names now. But I’m seeing some of them.
Okay. It sounds really gassy. And, like, that’s sort of the stage we’re in, but This is also something that everybody needs to be thinking through. There’s no point in just randomly doing stuff.
Right? So if your objective here is to get in front of let’s narrow it down to heads of growth at B2B SaaS. So if they’re ahead of growth, I would also indicate in your before you say B2B SaaS, like, or or along with that, how big they are? Are they a hundred million a year?
Are they ten a year? Are they early stage or series B? Where are they? Put it in there because that will dictate where you go.
And with that, if their heads are gross, there are Slack communities that have that are filled with women’s CROs, special Slack groups just for them. With three hundred women’s CROs in there, just sharing with each other how they do things. So I want you to think more about where your prospect really is. I’m saying this to you, Christopher, but that’s for everybody.
Mhmm.
Randomly putting stuff out there.
It’s hard. It’s a hard play. It’s it’s time consuming it’s exhausting when it doesn’t work.
So So you so you would have slack in under, like, under these. Right? And that’s just a great time. That’s an example.
This is the part where you go, oh, I didn’t know they were on Slack. I wonder where else they are. And then you go make a list. Of all the places they are.
I chatted out. You sparktoro.
That’ll help you find people who are influencing your audience. It’s what? Forty nine dollars a month to find out where your people are at so you can go pitch them.
So, yeah, there’s communities galore when it comes to SAS. There are private communities, goal. It’s something that it’s something that I can also ask sneakily in my podcast, like, at the end, I’m I’m just gonna ask, tell tell our audience where do you like to go to for some content to read stuff. Totally.
Yeah. Because Lenny’s newsletter, you can’t pitch. You can’t get there. He invites a very select group of people in.
So but who’d where does Lenny go? Who who does Lenny like watch? These are the kinds of things that you need to go out and do. And then he needs, of course, ignore Lenny because he’s like, possibly because it’s so difficult, to get on there. There’s other ways to grow your authority. So we have to choose really good one. And I know you didn’t say Lenny’s newsletter, but it’s an example that comes a lot up a lot in B2B SaaS and in tech in general.
So that’s homework for you. Where are your people at? Where are the people who influence your people at? How do you get into that network?
And faster.
If you you can own message market fit, you can own it faster.
And then you really need to be clear on, I think, what might clutter things up a bit for you is you’ve got, you want to do course sales while also doing services.
I don’t know what percentage is what when it comes to your one million a year for twenty twenty six? Is it still gonna be? Course sales are like is that fifteen percent of your total income, twelve percent, something like that, or are you ramping up more at time in which case you need to work on growing your email list now. You need to work on mastering Instagram so that you can use many chat and other tools to sell on Instagram and DMs and things.
Right? So this is the kind of stuff to start thinking through. And just like I said, this is different feedback than what I gave Jessica By the way, we were focusing on something else for Jessica. We’re focusing on something else for you.
Everybody in the room has to focus on all of these things and more.
But you’ve got a lot loaded up in q one just like Jessica did. So don’t because you don’t have any of these things. You’ve got your podcast. Right? That’s good. You’re working on that. That’s great.
But all the other stuff glad that you have your book, etcetera, down in q two and three. Your book outline though, unless do you plan on writing a book, Chris?
Yeah. It’s something I I right now, maybe not, but also maybe because I’m a bit still unclear on Like the whole plan.
Yeah. Choose.
You have to decide. Is it happening in twenty twenty four or not? And it’s la you’re allowed to say no. But then you have to have something else that you work on as hard as you would work on a book.
Yeah. Probably, then I would say right now, if I had to say now, I will probably say no to the book in twenty twenty four. Good. Then uncheck it right now.
Boom.
Oh, maybe the talk, the talk, maybe not even the talk.
Okay. Stuff already. So uncheck those next to them so that they’re no longer Yeah. Extraction.
Yes. Cool. So then we have your newsletter and your podcast sound like the big swings for content you are making, then you’ll have content that you are creating with other people, which you have down below. So get really clear on what authority you’re borrowing, like whose authority you’re borrowing, and the only way to know that is to go do some research.
Yeah. I hear you right here. Basically, I’m gonna do the research in January, basically.
Yeah.
I mean, Yeah. To me, that seems like a really minor thing. Like, you could get a VA to go research this for you. And, like, here’s twenty five dollars.
Like, my that’s it. It’s done. Right? So, be careful what you’re spending your time on.
Yeah. I mean, I I also added here, like, research just because I know this is gonna be quite a light activity.
Just because I have a lot of other stuff that I’m doing. There’s a lot. Your your first month is a lot of thinking.
So making lists, doing research, defining a value prop, adapting a process brainstorming.
There’s a lot of thinking there, and you’re you’re not gonna feel like you’re making a lot of progress. So just like go in and just like Shane was saying put nouns in place if that helps you better express to yourself that you’re going to be working on a thing, because there’s just there’s too much thinking there.
For somebody who’s the only doer in their organization.
Yeah. Actually, something that I mess up. It’s which is the podcast I’ve already booked. I know, like, eight episodes for for January. So this needs to be updated.
What’s the value for the podcast? Like, why do people listen to your podcast?
Let me let me look it up. Where do we have it?
Here, I have a document. Is it interview style?
Yes. Interview with, basically, marketers, founders, product marketing people.
I ask a question, Joanna, while you’re I love what you were saying about finding them in communities.
And this is one of the things that I’ve been noticing.
Like, Saster community, I offer it. It’s, with Jason Lemnick. He I’m kidding. It’s amazing, but I’ve never felt the ability to, like, reach out or to showcase Yeah. Experience or insights. So I don’t know if there’s a POV at some point on that.
You know, once you get in and or how you get and then not burning yourself in that moment where you’re, like, trying to find your people slowly, but quickly enough that you’re kinda creating opportunity. So Yeah. I mean, I think a good thing about a Slack community when you get invited into it. So make sure you’re in there for the right reasons.
It’s it’s the like new forum where in the past you could be part of a forum or like a more public online community and get a lot more out of it.
This way you’re just in there sharing value with other people, and then they hire you. And that’s like or and then they say like, wow, you know that. How did you know that? Can you teach our group about this? Can you run this?
So One, it’s, yeah, getting allowed into these groups, but there are so many of them. There’s so many of them. West has product led growth as a free Slack community.
And they’re not all good. Don’t get me wrong, but some are a really great place. To spend your time and add value, and then it comes back afterward. Yeah.
So just There’s lots. Dan, Dan Martel has another one. Like, there’s lots out there. Just again, if you don’t want to do the research, hire a VA to look up where these where these are.
And that’s their job. Yeah. I love it. Cool. Yay.
Duh, duh, duh, duh, duh, duh, duh, duh, duh, duh. So what did you wanna show us here, Chris? Just to see my screen here. Yep.
Okay. Yeah. So the podcast, by by position. So, basically, interviewing b2B as founders, operators in marketing, growth, and product, we dive into deep into their messaging strategies from how to do research, implement and test their copy, The goal is to help B2B pros understand their customers and turn their knowledge, plus their own expertise into powerful high converting copy that resonates.
Yeah, and basically I’m gonna do this. This is this interview segment that I’m doing to start.
Combination of interviews and casual chats with b to b as leaders discussing their company’s messaging strategy approach to research and copy writing, I see peak creation internal alignment on voice positioning anymore.
So this is kind of the idea for now.
This is the document that I’ve been sending people, like, super rough just to to book these interviews.
Mhmm. Anybody have any notes for Chris?
And probably, I definitely need a clearer and more, like, personalized value proposition for sure.
I just think you need to make sure that what you’re doing is going to light you up enough that you can promote it. Really well. You’re creating a product here. That’s what it is. It’s a content product.
You need to spend a lot of time promoting it.
So just make sure it’s the podcast you would stop everything to listen to. I know that sounds like, oh, man, that’s so big. You can do it. That’s your if that’s your job, tell yourself that’s my job to make this the best freaking podcast.
What what do I love about a podcast? You to find that out, you put your headphones in and you go for a walk listening to your favorite podcast, and then you like steal all the ideas for how they run it. Right? Of them are higher production value and cost a lot of money.
So you have to figure out, are you willing to invest money in this? Are you willing to sell to thirty thousand dollar projects and spend that money on an incredible podcast production company or not. Right? You don’t have to do that, but that’s your objective is to say what product am I building here?
And how do I make it the product that when I promote it, I will love talking about it. That’s where you need to get. And if this is it, cool. Done.
Solved. And if you think, well, that’s not what I’m doing it for, I just wanna, like, get get stuff out there. Just know that there are a lot of podcasts, just like there are a lot of newsletters and a lot of blogs and a lot of YouTube channels that people put content on, but nobody shows up for. This isn’t for you, Chris.
This is for everybody.
So whatever you’re creating, make sure you have a clear value prop and it does inspire you. It does light you up. Okay?
Mhmm.
K. Let’s look at your sheet. I have my my reasons and, yeah, yeah, I see points.
Cool.
Okay.
Any other notes for Chris on this?
I guess I was just gonna say, because I I to build off of what Joe said to you about all the podcasts out there, I’ve been noticing that I kind of have gotten sick of a lot of the podcasts. I used to like when podcasts were just kind of coming out and They all take that interview style and that’s what my old podcast was like too and I I was just curious have you seen the the, YouTube channel, the hot wings, hot, whatever where they interview celebrities while eating hot wings. Have you seen that? Oh, yeah.
I think it’s all the media. Yeah. Good. Okay. So the thought I had as you were talking about it was, I was like, messaging is such an abstract thing that of people like hire a brand voice for and then they never implement and no one it’s so abstract.
And I was like, I wonder what the hot wing’s version of a messaging thing would be. Like if you had to do that same kind of a hook where it’s not just interviews, there’s some sort of unique twist on it. I don’t know. I was just curious what your podcast would be like if you had to come up with something that was a little bit out of the box and diff does that make sense?
Yeah. Yeah. Totally. Because I feel like I don’t know. For me, I’m just not hooked the way I used to be in podcasts.
And I feel like it’s You have an opportunity because your topic is I think for a lot of people, so I don’t know. Hard to grasp. At least is for me. So I don’t know.
I was just was curious if I put that challenge to you of what would your hot wings version of your podcast be like. Yeah. What would you do with that? You know?
That’s great. Yeah. That’s great. Thank you. And and and it’s one thing that I’ve been thinking about as I as I’m building this thing.
I’m super curious about, like, these people learning, like, the insights from the company. So I think that’s motivating for me, but also I want to make want to make this thing kind of unique and, yeah, I’ve been thinking about some stuff. I have nothing, like, defined yet, but this is a great idea. I I will definitely keep in mind.
Yeah. Finding that hook. Exactly. Like, the interesting or funny or expected thing.
Does anybody have any ideas? Nope.
Anyway, I think it’d be really fun to play with what you can do.
Doesn’t have to be that difficult either.
Yeah. Cool. Do have an idea. And this is Chris. Like, you have, messaging market fit.
Remind me. Right? Yeah. Message market fit. Yep. Yeah. You may wanna because there’s product market fit.
There’s all those other great, you know, you may wanna I love this idea of picking a fight with one, you know, in sort of bringing people on who stand for each of them and, like, you’re kinda in a lot of ways growing each other’s opportunity to define.
Just much like I’ve I’ve kinda created value creation as an area, but like value led growth is the area that I’m ultimately wanting to grow towards and there’s customer led growth, there’s product led growth, you know, and so it’s kinda I’ve been debating. Do I you know, gently and kindly and have a, like, a fun debate about, like, what’s what happens first and why, you know, what the opinions on customer led growth versus product led growth versus value led growth is. And that’s sort of the area that I’ve been behind value propositions and value creation been really thinking about.
So find your cousins. I guess put them in a room together. It’s like that fun Yeah. Yeah. So far into, like, the stuff that I’ve been looking into, there’s definitely product market fit. So a lot of people are discussing which one two goes first.
I see a lot of people saying it should get product market it should validate product market fit.
First showing, like, draft messages, then you get the problem market fit, then you test message market fit again. It’s like a back and forth. Yeah, there’s a lot of, things that I could use.
Yeah.
You gotta win those those listeners.
Yeah. Problem solution fit. Yes, Stacy just said. Exactly. All the all of them. It’s great.
Cool.
Dig it. Chris, thank you for sharing. Thank you, guys. Thanks. Next steps for everybody. Refine what you’ve put together and, simplify it for q one. You can’t do everything in q one.
I think we also have learned, like, also don’t focus on just thinking in that time in q one or in January, make sure there’s some doing going on so that you’re making progress. It’s good to think first, but there’s gotta be something that you can start acting on, good to get those wheels in motion.
Organize this in your calendar or your your task management solution, whatever, work for you right now for managing your time, use it to put this, that you’ve just graded together, so you actually get it done. And if you feel uncertain about something or if it’s like, oh, this feels hard or you’re avoiding it for some reason, bring it to the group.
Avoidance usually means like you should just work through it because it might just be something to stop doing or to do differently.
So so bring it Monique? Yeah. You wanna share your oh, wait. In the new year, you wanna share it?
Or I I could do it now. I mean, I I loved FYI, I have a young family. So I found like some of the sessions are when I’m shuttling kids around. So I haven’t been able to maybe throw myself in the hot seat, and I have listened to all the chats and the sessions and loved everyone’s feedback. So I don’t wanna take the space now if, others are playing for, but I’d love to just put it out there to know, share what I have been thinking and get everyone’s collective thoughts on it because I know I’ve been doing a lot of slacking less talking.
What is out there right now? And then I know everybody is dropping off because we’re over time, but what is it? Just tell us the thing, and then you can, like, name it and claim it. So I have been claiming value propositions, for tech companies.
And then as I’ve worked through it, and I know there’s been some discussion around, and I forget what universe of like DMs or not is value creation has really come out of that for me in a bigger sense, but it’s more strategy than it is, a singular focus. So what I’ve been really thinking about is product led growth, as it is sort of the catch phrase du jour, I would say. But it’s around really being I always look at it if there’s vision statements, there’s mission statements, there’s brand positioning statements, and where in my world of previously, like, the value proposition is where the work of creating aha moments for what you’re solving for for the user is it’s where everything comes together from under underneath it.
Benefits and features kinda all get distilled. Like Dropbox was as we all probably know was cloud storage, but it really created this point of differentiation around syncing storage and documents across all your devices as the value prop.
So that’s the work I’m doing and I have frameworks and I have work I’ve developed That’s a little bit different than, because I am link Canvas certified as a with Ash. I’ve done that work with him. And, and see the value of it, but I’m in strategizer. I’m familiar and used it a lot, but the value prop canvas, I kinda go a little bit in a slightly different direction but not entirely off mark. So I have experience.
Sometimes it’s capturing that.
Either through IP and frameworks that I create or just leveraging tools that already exist and taking my experience of getting really hard work done of being tight on value props. It’s really hard for technical founders.
And I’ve been consulting and helping founders and they’re really struggling with their value props. And so from the technical stand standpoint, they need help.
And that is the work that I’m doing.
I would love thoughts. Is value props for tech companies enough? Like is there enough work to be done out there or is the value creation or the value led growth?
Something that feels like is some, you know, a bigger platform for me to live in and that’s in a nutshell.
Where I’m at?
I have given you my thoughts on that previously.
So I stand by my original note for you, Monique.
But yeah, I know we’re at the end of our time, and I know Stacy, do you want to comment on this, or is it something unrelated to what Monique is saying? Oh, no. I was gonna I didn’t realize we were out of time. I was gonna show my, my spreadsheet.
Oh, okay. I mean, I can stay who I have a hard stop twelve minutes, but I can stay on, for those of us that would be awesome if if I can get, like, a couple minutes, that’d be great. Sure. Absolutely.
Yeah. Anybody have any notes for Monique about value propositions for tech company value? What was the other one? Value creation for tech companies? Mhmm. Yeah.
For value led growth? May maybe the only thought that I have if you use value led growth would be probably to clarify the distinction between product led growth and value led growth because I’m not I’m not sure, like, would people understand what the difference is and Yeah. I mean, product is value as well. So what kind of value are you talking about? Specifically, maybe There may be there’s a different way of saying it or you can preface it or add something after that makes it clear.
Just the that’s the only result that I have.
Yeah. Mhmm. Good. Okay. Let’s discuss over in Slack too, Monique, but thank you for sharing it.
I still get value propositions for tech is perfect. But Okay. Yep. I think April’s built something huge on positioning, which sounds small out of the gate.
And then you’re like, oh, no. It’s massive, the need. And I think the same is true for value proposition, massive need.
Okay. Cool. Stacy, please share, and we’ll wrap up in ten.
If everybody if anybody has to go, cool beans, got it. Thank you for staying on. If you can stay, that’s great, and give some notes to Stacy and maybe take some for yourself.
And, yeah, then I’ll follow-up in Slack with next steps.
Alright. Okay. So I My thing is not necessarily to build my own authority, but to to build the authority for my my one thing is my product. So it’s establishing the the product, Sassy, as the ultimate AI sidekick for marketing professionals.
And the hot minute is my, super short, podcast where Sassy is actually the host of the podcast. And it does a little, promo. It’s, you know, be become a smarter marketer in a minute a day.
And then So I have that starting going through the cycle of the letters of the alphabet. Season one would be twenty episodes. So there’s like a is for whatever, b is for whatever. That’s what the daily episodes are. That would, start January second.
I’m not sure if five days a week is the right thing if I should do it two times a week or three times or seven or whatever. So I’d love thoughts on that.
My website I’m working on now launching that by the end of December, including an explainer video. I have a a customer story project in process as well. And then I also have, an email series that’s like an evergreen educational thing called Sassy Sharp’s Secret LanguageLab Lab that goes through one literary device and in a in every email and explains the literary device and gives examples of it. These are all things that the, the software can do, like, if you want, you know, anaphora headlines or something like that. So so there’s that. That’s a one hundred email sequence.
And then narrative campaigns are story based campaigns for each different market segment. So I have all all these different segments that use my software, fractional CMOs, copywriters, messaging strategist, brand strategist, I have different, different messaging sort of dialed in for each one of those.
And then as far as the, channels, what I wanna do is take op minute and syndicate it everywhere since it’s short form, I can can launch it as a podcast, but also put it on all the socials as well.
And then my main promotion is a dark social syndicating the podcast, and then I’m just gonna get a publicist because that’s easier, and I don’t have time to futz with all that stuff myself.
Love, getting the podcast, getting the, publicist.
Any notes? I’ve been doing a lot of talking. Who would like to share?
I would just like to say Stacy. I’m in awe of how quickly you act on everything I feel like we’re on opposite ends of a spectrum. So, yeah, just my note being, like, love the ambition of the, like, the hundred email sequence and the daily publication.
Yeah.
And also the decisiveness with which you said get a publicist.
Thank you.
Agree. I think what you are able to accomplish in a short period of time is a lesson in making action and just going with it and testing.
I think you asked a question about how often frequency podcast frequency. Yes. Yeah. I I feel like do what you’ve like, it seems like you can do things really quick and and if it’s easy for you to do it? Why not? Because once you got them created, you can probably just keep using them. Right?
So twenty six.
Once those are done I figure I can do a season, and then I can, you know, release that, and then I can probably have a little bit of a pause in between, and and re promote, you know, sort of like the way a television season does reruns.
Repromote the existing ones, on social.
But, so it’s it’s like if I do, you know, if I do four days a week, I can stretch it out for to be six and a half weeks worth of promotion. If I do five days a week, it’s gonna be, you know, five days five weeks worth. So, I I was thinking, you know, seven days a week would just be too much.
You know, I don’t I’m I’m more interested in, like, if if something is good and it only takes two minutes to listen to, would you listen to it every day, or is that too much?
What’s that NPR has every morning? They have like a five minute podcast that goes out. What’s it called? Don’t remember.
Because I don’t listen to podcast, but listen to NPR, and they always say it, and they’ve been saying, like, advertising this thing for couple years now, so I doubt it’s not working.
I do like the idea of daily.
In a season, of course. So you’re not committed to life in doing this. It’s it’s do you think seven days a week instead of just five? It I’m really making it actually daily.
I was thinking five since it’s a business podcast. I don’t know. And when do people in business list in two podcasts. So, like, that’s kind of when does it fit into their routine?
Where is it? And so if it’s like, I only listen to podcasts when I on the treadmill.
And I go on the treadmill three days a week, then we can’t plan our, like, then we have, you know, you can. Guess at what day they’re on the treadmill and when. Right. Well, and also if if the episodes are really short, they’ll probably listen to two of them back to back Oh, yeah.
You’ll just Binge. And you might wait a long time though for them to stack up. Like, most of us do with, like, series on net Flicks. Like, I won’t watch it until there are six episodes.
We’re also just gonna be annoyed. So you might wait longer. But I don’t know. It depends on how sophisticated your podcast listener is.
Do they have these routines established that you’re trying to fit into?
Two minutes sounds like because also with it being, like, syndicated on social, they could also listen to it in their instafeed or, you know, on tip talk or whatever, you know. Yeah. Yeah. Which is interesting. If I can get the same content on Instagram, Anyway, there’s, I think, something to think through there.
When do you listen to your podcasts?
I don’t listen to podcasts.
Well, I think that’s interesting. I don’t. I don’t. That that that’s why I made this so short. Like, I don’t have time to listen to people talking for an hour to get one nugget. I want just the nugget.
That’s the that’s kind of the philosophy behind this. That’s what’s funny is just so also on PR. There was a whole episode last week about, podcasts and why people listen to podcasts. And the the interviewer asked that question. Like, why do you? And someone called in and was like, I don’t because it doesn’t make sense for you to, I just read the newspaper.
And what the these these guests were all saying was, that’s why I like podcasts. They force you to sit quietly and just listen to something for a while. So the medium itself, it creates fans out of people who just want to than listen for a while. So that doesn’t mean people won’t want a two minute podcast every day, but it’s it’s worth considering, especially if you’re not somebody who listens to podcasts.
So you’re it’s like writing a book when you don’t read books. You’re probably not gonna go about it the right way without doing a bunch of research on it and then starting to read too. So probably worth doing. Listen to a bunch of podcasts, see what is cool about them, like the ones that you do like, the ones that are top rated out there.
And then if two minutes a day is still your hook, then I would think through when should a person slot this into their day is it walking into the office? When do they already have their earbuds in and they’re listening that you can then stack on top of that experience that they already have. Does that make sense? Mhmm.
Yeah. Yeah. I feel like it’s such a natural fit for, like, while you’re making your coffee first thing in the morning, like, and the hot goss. I just feel like you could be, like, while you’re waiting for the Nespresso machine to heat up, yeah, you just put your airpods in and listen to this like, perfect length of time.
Yeah. It takes two minutes to brew carbon espresso.
Yeah. So maybe it’s not called the hot minute. Maybe it’s something that’s more directly tied to having to the time that you’re standing in front of the coffee machine. It forces a habit on people. I’ve already recorded a bunch of the episodes in its hot minutes. So I don’t know if I wanna go back if we do everything.
That’s fair. But I would maybe position it in your marketing around. So help people know when to listen to. Right.
Yeah. I think that, yeah, kinda giving him a hint of, like, of of of watching it. I even talk about a coffee and tea in the, in the in the little intro blur, but changes every day. So it’s like, you know, it mentions mentions hot beverages.
Oh, that’s good. Right? So there’s, like, there’s a thing there. Yeah. Yeah. Yeah.
I know we’re at the end of our time. Okay. Thank you so much. Oh, this is great.
Yeah, I’m sorry we didn’t get to talk more about it, but cool. Exciting. And I love how clean and slimmed down. It is.
That doesn’t mean everybody needs to do it that way if you’re watching the recording. It doesn’t have to look like Stacy’s. Don’t worry, but this is good.
Okay. I’m an animalist.
That’s good.
Thank you. Thanks everybody for staying on too. And, then I’ll follow-up Slack. So we’ll see you over in Slack afterward. Okay. Thanks y’all. Bye.
Transcript
Well, we’re gonna dive, like, right in. Right in. Right in. And for those who are just joining CSP, perhaps you haven’t, done, obviously, your q one goals with us, but maybe you had them yourself and have had a bit of time to reflect on what you had set forth for yourself and where things have landed, what essentially has gone according to plan, not according to plan, better than plan, kind of, what the heck just happened.
This was never part of the plan plan. But, really, this is an opportunity to to share, and I’d really encourage everyone to take some space on this on this session. Right? We could go square by square and just hear about your reflections from q one, what your takeaways are, what you’ve assimilated and digested and taken away from it, or maybe even if you need a little bit of conversation reflection to get that from the group as well.
Cool. Has everyone taken at least some moment even if it was a passing casual moment, to reflect on their q one?
Sweet.
Cool. We’ll we’ll open it up, like, right away. Like, who feels ready to go and just share about what those reflections have uncovered. And, yeah, floor is yours.
I’ll start off since I’m a newbie, and I don’t know what to expect.
But I did have a meeting last week, and one of the things I learned was that I am on track to hit last year’s revenue goal, but that’s not my goal. My goal is to double last year’s revenue goal. So I’ve got some work to do, but it’s good to know that the business is trending in the right direction since last year was my highest revenue year. And, we did have a rocky start, meaning, a lot of work to do in January for different clients, and they were doing challenges.
And the economy was economying, so some buyers were not buying in the speed that they normally did. But we finished, March strong because we had our highest, revenue month, for the month of March for one of my clients who I’m on a base pay plus commissions sched structure. And this was our first month on that structure. Actually, January and February, we were testing it, and I did not hit the revenue goals that I wanted.
And then this month hit it out the park. So I was able to apply some of the lessons learned, and now I need to multiply those results. Mhmm.
But those are the two reflections that I have just from talking to Joanne last week.
Mhmm. Amazing. So would you say that, like, the March you just had, right, if that continues if that trend line continues, does that get you towards that doubling your revenue goal?
It can. Yes. But I need to do that with probably two more clients, to really solidify it. But at least I have an idea on what it takes.
The problem is I need two more of me, to really do that because I’m tired.
I’m, like, still in my pajamas, because I’m so exhausted.
And yesterday, I was sick, and I still had to do work. So I need to figure out something else because I can’t do March over and over again and then expect to be healthy. It’s just not gonna be it’s not gonna happen.
Yeah. Do you mind, like, just since it’s your first call, just giving us, like, a little bit of an overview? Like, what’s your agenda?
Alright. So I’m Aquania Esquarnet, the one bold enough to show up on a meeting with my mom.
And and I am the creator and founder of the Purpose of Money, a platform that teaches, women how to build wealth one dollar at a time through life insurance, real estate, and investing.
However, my email marketing business is actually my secret six figure business. I started in twenty twenty, and I did it because a client who I interviewed for online magazine and I wrote blogs for asked me to write emails to launch his digital book, which became a digital course, which became his million dollar business.
And then he referred me to all his friends. So I’ve built a email marketing business with no website, no public really announcement that I do this, but referral only, which means I’m also limited to the income that people refer to me. Right?
So last year, I made a decision to do a eighty twenty. So twenty percent of my revenue, I would like to continue to come from financial coaching and life insurance and real estate investing. And I want the other eighty percent to come from email marketing because when I looked at my numbers last year, I saw that most of my revenue was from email marketing.
With that said, I don’t really have I’m I my brands as the email strategist is ghostwriter for IG influencers, mostly people of color who talk about taxes, financial literacy, taxes and financial literacy for the most part, and a couple of coaching clients. They have digital products and digital coaching programs.
And, I do storytelling based email marketing.
So the reason I joined this program specifically is because I’m not really a sell, sell, sell, email person. I like to tell a story, hook you to the story, introduce the product.
But I do have a desire to become a stronger sales copy person. And so another one of my goals is to improve my sales copy so I can get to the sale conversion faster and then, scale my business so that I don’t have to do all the writing.
Mhmm.
Amazing. Got it.
And reflecting back on, like, what went really well in March. Right? Obviously, that revenue share, that base plus percentage.
What was the thing you delivered, right, and kind of the strategy behind it?
Yeah. So the thing that I delivered well was automations.
Not just setting them up, but creating emails in advance. I am a a habitual procrastinator.
So I like to do things in real time. I get ideas on emails in real time. So sometimes it does behoove me to write them in real time because something on the news might inspire a trend that does really well. But there are some of my clients who their lives planned out way more than mine, and they could just have everything set up and go. So my life was a little easier for the set up and go automated emails, but I still have room to pivot if the automated emails weren’t working.
That happened this past weekend. We had a challenge for a client. It started on Monday, and I was eight tickets away from my goal to pass the last challenge. And the fancy HubSpot automation was not converting.
So I I knew it wasn’t the or I suspected it wasn’t the copy. I suspected it was HubSpot and the fact that it’s a new URL domain.
So I took those emails out of HubSpot, put them in our old platform MailerLite, excluded the people who already opened the email, and I made, like, fourteen sales in a day. So I realized, you know, in real time, sometimes it’s not the copy, sometimes it’s the tech, and I have to be available to pivot. But that’s what I also did well in March is I pivoted. I I set it up, but then I watched it, and I monitored, and I changed.
Mhmm.
So yeah. So that went well. What didn’t go well is some of my clients, also pivoted their strategies, and I’m kinda grateful I didn’t do all the emails because then I would have just been doing double the work. Mhmm.
I think what didn’t go well is the VA that I have that I have draft some things that I’m comfortable with her writing.
The copy was not spot on, so I ended up having to rewrite all of it. And it was surprising because she’s been with me over a year, and her quality of work used to be better.
Mhmm.
So I’m I am contemplating, finding a replacement, or at least someone who’s a dedicated writer and not just an admin support role.
Mhmm.
And so those are the biggest things that I can mention.
Very cool. So it sounds like heading into q two, the two things that you are desiring the most, right, is, like, leverage since you can’t replicate it yourself month after month. Right? Mhmm.
And that leverage, right, can come through people. It can come through systems. Right? I’m not sure if AI is applicable in your case or if you found a way to integrate it yet.
Yeah. Mhmm.
Yeah. I do use chat GPT. I pay for it. I train it, and it has helped produce faster. There’s some stuff I still say is crap and I throw it out, but, I started as a base and then I make it better.
Mhmm.
That’s the extent that I use AI. Now if there are other ways to use AI, please tell me. Because I do wanna remain relevant, and I don’t like when people read stuff and they know it’s AI. So, like, what’s that balance? How do you still look like a human writing for a human?
Mhmm. Certainly. Yeah. There’s ways to dial in the output for sure. And, obviously, that’s worth practicing and refining, right, because of what it saves you in terms of, you know, your own personal time as well as potentially hiring and then chiefing and reviewing.
Correct? Mhmm. So there’s that aspect, and then there’s the whole systems aspect, right, and all the other things you could do to create leverage. And I’m not sure if you’ve connected with Shane yet.
He’s our, coach inside CSP who is, like, the master of all things AI. Right? So I definitely encourage you to show up to his sessions and, like, just tell him how it is. Right?
Like, this is what’s going on. Right? How do I create a system for this? Or where’s what’s something I’m not yet seeing because I don’t know what I don’t know in terms of AI capabilities?
But in terms of creating leverage, it sounds like that might be one of the quicker opportunities. And then the other one, which you’ll likely encounter over and over again in CSP, is essentially refining what your signature offer is. Right? Like, really getting it down to something that’s replicable from client to client to client so that there’s less customization, less reinventing the wheel in terms of how you get clients to how your sales process is to how you deliver it. Right? If all three of these things can be fairly standardized with, like, eighty eighty percent standardization between them all, that’s gonna save you a lot of time, and you could get more efficient in all those processes. Does that make sense?
Yes. And I never thought about that.
Sweet. Cool. Well, there’s gonna be a lot to think about, and I don’t wanna overwhelm you on the first call. I’m just grateful to have you here and have you set the standard that’s showing up for PJs. It’s totally cool, and I might follow that I might follow that lead next time.
But I will get dressed. I have a webinar later, so I will get dressed. But today, I just wanna focus on the work and not the look.
Awesome. Cool. Well, thanks so much for, leading us up. Appreciate you. Cool. Who wants to step in next?
I get Caitlin, do you want to or me?
You go ahead. You spoke first. I’ll go I’ll go after.
Okay. So I just did some reflection on my q one, and I had big goals for q one, that I don’t think were realistic or sustainable.
So looking back at that, I was like, okay. Because, you know, there’s a lot of things I wanna do. Get start writing my book.
I was I had a big goals for prospecting, which I did some of it, but then I ended up selling one of my standardized offers, which was really cool.
Mhmm.
And so I got busy with that. And then I was like, oh, no. Since I have to do this, like, I’m I’m starting to see the cracks and everything, and I’m like, okay. I need to optimize some things.
Right? So I’m working with Shane, and we are gonna create some systems and optimize the offer, which is a little bit nerve wracking because, you know, Joanna was like, it needs to be able to be done in, like, five to six days, and that’s not gonna happen with what we’re creating. But Mhmm. It’s okay.
But yeah. So I did at least hit my goal for closing at least one, standardized offer. And, yeah, I don’t really have a lot to say.
Amazing. And the offer the standardized offer that you did close, is that one completed yet? Like, fully delivered?
Yes. They are setting everything up right now to test it, and I can’t wait. So that’ll be awesome.
Yeah. Very cool.
And then the one you’re kind of, like, refining right now, is that essentially It’s like the it’s a yeah.
It’s just adding on to this because right now, I’m writing advertorials and sales pages. But then we’re gonna add in the ads, the checkout page, like a nurture sequence, and then figure out, like, what metric I can map to each one of those so that we can prove that we’re increasing revenue with everything that I do.
Very cool. And, like, I know I know delivering it in five days sounds like a stretch, but, like, based on what you’ve analyzed so far, like, what is the conservative goal of, like, delivery?
Well, it depends on what I all take on. So for this project, since I really wanted a case study, and, hopefully, that’s what we get out of this, I stretched myself more than I should have, and I was like, I’ll do the design too because I have a background in design. So I did the design, and that ended up taking really, really long.
So if I were to, like, take that off the plate and have the systems built, I think that it could probably be done within, I would say, two weeks. I’m being, you know, maybe Yeah. Conservative there. But, yeah, two weeks.
But, yeah, we’ll see how it goes. Mhmm.
Amazing. Cool. And right now, you have, like, everything you need for building the systems and testing, you know, different kind of, I’m not sure if you’ve integrated AI into it. I’m sure you are if Shane’s involved.
But We haven’t got that far yet.
We’re just, like Mhmm. Kinda just seeing what we got, and then we’re gonna start building the system. So the dust hasn’t quite settled yet, but it’s going to.
Amazing. Cool. Well, keep us posted on that. And I guess, like, what is, like, the one thing in q two that would define it as a success? Like, a fully back on track like that.
I guess just having knowing that the system is ready to go and that, you know, it’s I can I can launch it because I I’m also doing my SQL? Right? Because I realized during the audit that I didn’t really have one. So I’m doing two things for q q two. So, the way that I’ll know that I’m successful for q two is to have those two systems built, the SQL funnel, and optimizing my offer and the positioning of it and then just mapping everything out for the next client.
Sweet.
So those are two big rocks, in terms of, like QL, is your sales qualified lead funnel.
Somebody asked in the chat. I just saw it pop up. But yeah. So Yep. Yeah.
Yeah. I mean, I think if you know those two things, right, that could really set you up for an epic q three and q four.
But Exactly.
Did you feel like you need and want to attach a revenue goal to this quarter, or is it really about playing more the mid curve in?
Right now, it’s just the system that I want built.
Then after I see how that’s functioning, then I can Yep. More accurately attach that goal to it. Awesome. Yeah.
Very cool. Is there, like, one thing you’d want any of us to hold you accountable to this quarter, like, on any kind of check-in or just make sure you’re on track?
Just that I get those two things done, I guess. I mean, that’s yeah. That’s my goal.
Awesome. Yep. Thanks, Cody.
And we got Katie who is enduring the ice storm in solidarity with me. I just saw your email that went out, and I’m like, it’s not just me. Someone else is enduring it.
I know. Right?
Yeah. We’ve had legit ice storms here in Quebec. And, because it’s April, right, and q two, and you don’t expect ice storms in q two, I totally ran out of, like, driveway salt to, like, de ice things, and I have, like, a big, long, slopey thing because I’m in the mountains.
But one thing I learned today is that if you don’t have salt, you can use fireplace ash, and you feel extra witchy when you use fireplace ash. So yeah. Exactly. Right? I feel witchy today. That’s my mood.
And it worked. So there we go.
Oh, gosh. You had tornadoes, Cody.
Yeah. I live in Kansas. So, it’s like in in April, we get tornadoes, and, they’re all over the place. There was, like, three or four of them in the state within, like, two hours of time.
And my daughter is terrified of tornadoes because we actually had one a couple years ago in our city, and we could see it from our porch. And I took pictures of it in video, and that was huge. You know? And ever since then, she’s been really scared of it. So now, like, it’s a big you know?
Yeah. Yeah. I mean, I don’t blame her. Like, tornadoes are freaking scary.
Right? They are. Yeah. Yeah.
Cool. Well, I mean, hopefully, these ice storms and tornadoes and all forms of natural disasters chill out in q two. That’d be nice.
Cool.
Who’s up next?
I’ll go. Yeah.
Yeah. Hello.
And welcome, Aquania and Myrna.
I think those are our two new ones. Nice to see you.
So, q one.
So I have, like, a a course side of my business, and, you know, then I’ve got the clients. And so with my workload, I just wanted to get consistent on Instagram.
Mhmm. And I did that. And that is, like, all I needed to to do in q one. So it’s like that layer is in there.
We did also do stuff, like, built out, like, a robust testimonial, like, video testimonial, collecting system.
I used the one inside copy school.
So that felt good and just like other SOPs, SOPs and stuff are always happening over there.
So did that.
Over on the client side of things, I’m actually excited because it really was the bare minimum that I had to do. Like so the CRO stuff, like, the standardized offer and then the news retainer.
I did I wanted both of my copywriting clients, my main ones, to transition over into that, but one did. So Mhmm.
That was kind of all I wanted there.
I did want to do more market research for my standardized offer, and so I kinda need I did a little bit, but this coming quarter, I wanna do more.
So yeah. So, I mean, that that was q one. It was just getting through the workload and getting consistent on Instagram and the bare minimum for setting the foundation of starting to layer in the standardized offer.
And now I’m so happy because quarter two, one of my retainer clients, we parted ways. And that is, like, the best thing that I think could happen because now I’m like, I have space now I to build up the standardized offer, and that’s, like, my conversion rate optimization offer. Yeah. And that is what I want to sell from here on out.
So, yeah, my first q two goal is just to get my SQL up. Like, I was purposely not even working on that because it just wasn’t a focus. I just needed this, like, course stuff. So get my SQL stuff just in nine grid or something on Instagram, just some initial information.
I don’t have the bandwidth yet to create content, for that side of my business. I have a separate Instagram account for my CRO stuff. So just nine grid SQL because I have some networking stuff coming up this month.
And I’m launching my course, doing a live launch. So I wanna just keep it at that. And then if I could maybe have, like, one more baby step with my CRO stuff, like like, maybe towards the end of the quarter, find the bandwidth to also properly be, like, building an audience around that.
Okay.
And I did yeah. Yeah. That’s that’s it. I I did buy, like, a a course the other day from Latisse Hudson of, like, just setting up Facebook and Instagram ads.
So maybe if I do, like, just a really even if it’s just audience building Yep.
I like her promise of, like, just three or five dollar in ad spend a day. Mhmm.
So I think maybe playing with that, doing the beginnings of that for the course side of things for next quarter.
Yeah. That’s a superpower if you can acquire that skill. It takes so much pressure off. But I love that. I love how you’ve, obviously, like, let go of one of those retainer clients and feel amazing about it.
I definitely resonate with the relief when you let go of something that was taking up a bunch of bandwidth that isn’t the thing. Right? Isn’t the thing now. Is it isn’t the thing later, and it just liberates that energy.
So, yeah, I love that.
In full transparency, they let go me.
No.
We’re we’re we’re gonna phrase it the other way around.
Yeah. But they were, like, they were very easy to work with for, like, over a year, but they did there’s lots of stuff, like, a couple little, like, red flag things. Like, we would sell out their launch every time we live launched. Like, I made her so much money.
We just had another not I made her. I was a part in making that. But they were the type where, you know, we’d make, like, one twenty five, one fifty sales in a launch, and then they’d be like, alright. They they would just wanna randomly double it for the next launch instead of Yep.
Instead of mapping the math. And I would try to so I I they were always disappointed. And I’m like, you had a multi six figure launch, like, again, and we had to, like, stop sending the sales emails again because you sold out of your seats. So it’s all good.
So the client that I do still have, she is, like, my dream client. I am, like, fully in control of their marketing in all their back end. They trust me with everything. But yeah.
So Cool.
Yeah. Clients are gonna client. That’s, like, the one thing that has been true for the last ten years that I’ve been doing this at least.
I have I have, like, a similar case, like, a client that, like, the last launch I did for them, like, just absolutely crushed. It was one of their most successful. And, like, now it just delivered everything for the next one, and it’s, like, sabotage city. Right? It’s like, where did this come from? And it’s like, I took in a client. So Mhmm.
Yeah. Yeah.
But that’s awesome. I think, like, if I could just, like, add one thing. Like, I’ve been having so much fun just, like, testing and playing around with Instagram ads. Like, the cost per lead on that and, like, high quality leads from boosted carousels to webinars has been crazy good.
So if you can have if you can have carousels that feel like organic content Yeah.
But yet slide into, obviously, the thing thing.
Yeah. The cost per lead on that has been amazing on US based audiences.
All you’re doing is just boosting here and there, or do you also have So I’m boosting every carousel, essentially.
I haven’t been testing with boosting reels, like, one piece one style at a time.
But carousels, especially if you can master the art of the first slide having a really compelling hook while also still being hyper relevant to your audience. Right? You don’t wanna make the mistake of, like, a crazy good hook that’s going to resonate with too many people that just ain’t it. Yeah.
But if you can master that balance, yeah, I’d be so curious to see what your cost per lead is. Right? I think the the one challenge I’m seeing, right, is, like, obviously, people going from Instagram straight into, you know, another ecosystem, like, where they’re not in a buying state. They’re in, like, a dopamine scrolling state.
But if you can capture the email on that next thing, do. Right? You can also test that with, ManyChat instead. But, yeah, different ways to go about it, but definitely seeing positive indicators on the Instagram side.
And Awesome.
It so beats, like, posting four times a day to try to grow organically. So yes.
Yeah. Okay. Cool. Thanks for that. And I’m glad those are working out for you. That’s I’m happy for you. That is awesome.
Cool. So, like, what’s one thing that would really make q two, like, an epic, this worked quarter for you?
Having the SQL funnel done and starting to create content, on that side of things, just the beginning of things, Having a sec somehow without having that set up, still, like, getting a client. I I am there’s a couple cool things happening this month in person.
Mhmm.
So if I could turn a relationship there into a CRO client, that would be an epic win. And then if my launch did decently, just somewhat decently, that would be an epic win.
And yeah.
Awesome. Cool. Well, we will be following up on all of the above.
Okay. Cool.
Awesome. Thanks, Caitlin.
Thanks, Ray. About to ask questions.
Go for it. Kayla, are you up for a receiving question?
So your client who because I have this issue with one of mine, but we normally combat it with data. Right? Like, hey. Last time you did this, and so based on the leads, the conversion rate, like, the most you’re going to make is this. And then the the low goal is this, which you proved they made. Right? So are they basing their their feelings on data, or do you think they just wanted to work with someone else?
I think so. The for the first thing, like, they do claim to be doing a lot of stuff, like, in terms of data.
Mhmm.
But, they, like, kinda keep me at an arm’s length. Like, I’m so and I kinda haven’t pushed it. But with, like, their goals, I would kinda question it and be like, hey. You’re, like, you’re you’re doubling your sales goal without doubling your email list or, like, close to doubling your email list. Like, that is certainly a stretch, but they would be like, we’re confident we know, like, based on how their Facebook ads are doing, based on how x y and z. They’re like, we we’re confident we know that we can get there. And it would be like a mystery of, like, how they could get there.
But, you know, with your second question, yeah, I think there also is, like, a level of they said they wanna bring it in house. They want to be able to pivot quickly.
They said that, like, they didn’t always have and their one valid thing is I’m terrible with deadlines. Like, I will be the first one to tell people that I struggle.
And and it’s just because my workload is too big that I couldn’t let anyone go because financially, I’m like, no.
So I know that that hindered me. Like, so if anything for me to, like, review and look back on, I’m like, I know that. But I would, like, unabashedly just be like, I’m late. You’re getting it when you’re getting it. So that did kinda knit me and kick me in the butt this time. But, yeah, I I for, like, I I don’t know. Like, I don’t know if it is a performance thing or if they just wanna in house, they just wanna take over, they just think that they can do better.
I don’t know.
That’s really good, and it’s actually really helpful for me. So some I have one client who also is taking their email marketing in house, but to save money. And I couldn’t take the in house job because it was too much of a cut for me. And then the other thing that you said that, so I can definitely relate to that, and that is happening with some people.
But, yeah, I do try to focus on data, and I try to keep my own stats as much as possible.
But I understand what you’re saying, and I think you’ll be happier.
So Yeah.
Yeah. Thank you. Yeah.
Awesome. Who wants to jump in?
I’m happy to go.
Yeah. You’re up, Katie.
Okay. So I opened my goal setting doc and then got kind of overwhelmed with frustration, so I didn’t read the whole thing.
I think maybe, Cody, this is similar to what you said, but, like, my my key one goals were very ambitious and perhaps, you know, written from that belief that, like, I will become a new person in the new year who has different habits and and, like, a different relationship with time management.
So the goal that was accomplished was that I closed my first ever client for my signature offer.
So that’s great. That’s a huge win, especially since I have been marketing it since, like, September.
And this was the first one I feel I’m like, life habit of mine is that I always go to the biggest, most complex thing and then just keep going with that versus starting with an easy sell and then working up to the big complex thing. Mhmm.
But this is the second time I have proven that if you wait long enough, it will eventually work. So it’s not the fastest way, but it did work.
But that has obviously unlocked all these other challenges of per my goals.
Like, what I what I did read was twenty twenty five will be a success if at the end of the year, I employ five people and I’m generating four hundred k in revenue.
And that was based on I would really like to be hiring copywriters because I like strategy and marketing and sales, and I don’t really like delivery.
Like Mhmm. I just all of my really, like, excitement about the project kind of goes up in smoke, like, once the project’s closed.
Mhmm.
So in this ideal world, I’m hiring a copywriter.
Also, I’m you know, we’ve got the optimization retainer on the back end. So I’m I’ve got this one project sold, then we’re going into the optimization retainer.
I would like to hire and train and keep selling.
And yet, in the real world, never delivered this offer before. So, like, zero SOPs exist. I’m very much making like, not that I’m making up as I go along because I have been refining the framework, but I’m applying the framework for the first time.
I’m kind of figuring out, like, do these hypotheses actually Mhmm.
Work. Right.
So that I’m like, the the this this will go live mid May.
Retainer kicks in June first.
And you know what? I’m still marketing, but I also like, do I even have the bandwidth to sell another one right now?
Like, I could book a call. I mean, I’ve I’ve said that I only wanna sell one signature offer a month, so, like, they would be starting in May.
But I still don’t even know that I have the capacity on my own to be, like, you know, on calls with people, like, doing the doing the sales qualifying stuff.
So I don’t know if it’s that I need a reality check or that I need, like, some systems in place to help with that. But, yeah, I’m, like, celebrating the win while also kind of looking forward for this quarter being like, what is a realistic expectation, and how can I get that get the realistic expectation as close to my ideal as possible?
For sure. What’s the price point on your offer again?
Twenty k.
Right.
So if you did close one tomorrow at twenty k, would you be able to figure it out, like, between maybe getting like, a second one?
Yep. If you sold a second one tomorrow, like, would that excite you, and would you be able to, like, get the help you need to deliver it, or it would put you into panic mode?
It would probably put me in panic mode, but I tend to do well ish in panic mode. Like yeah. I feel like yeah. Go ahead.
So so you’ve created like, you’ve already done the work for the one you sold. Right?
Like, it’s being deployed in May No.
It’s so I did they bought the audit. I broke off the the research phase as an audit. They bought that. So that has been delivered. And now, just on Tuesday, we had the kickoff call for, like, the copy like, the actual execution and implementation. So the writing and the implementation is happening over the next four to six weeks.
Got it. Cool. So that’s gonna be your opportunity, right, to systematize it even, like, minimum viable SOPs for it. Right? Like, don’t get, like, the perfectionist mindset here and feel they need to be, like, beautifully and perfectly documented.
Okay.
But but just gauntlet thrown.
Okay.
Like I’ve seen this a lot.
But, like, simply, like totally. Like, document your process of delivery, right, from, like, what am I thinking about? What am I doing? What am I delivering? Right? And you could definitely use AI systems to turn that into a checklist. Right?
And then, right, once you’ve done that, you’ll either have some SOPs, right, to ideally maybe partner with somebody, right, who is already fairly competent. It’s probably not gonna be refined enough to take somebody who’s never in copy before, right, and have them deliver, like, up to your standard.
Or perhaps you’ll have the confidence of, like, next time I do this, perhaps I could do it in half the time, right, where your dollar per hour literally doubles. Right? And I think that’s an ideal place to get to first.
One thing I’ve noticed with standardized offers is, like, you know, the efficiency scale. Right? Like, from project to project to project. Right?
I get better. I get faster. I get more confident, and my systems get tighter. Right?
So, ideally, right, you can get to a place of confidence following this one where almost you’re like, I want to do the next one. And just like, I love the goal of seeing how much I can make per hour. Right? Like, I’m like, you know, make the sale for ten grand, fifteen grand, and, like, how many hours can I do this and then still deliver up to my standard? Right?
And I would challenge you to do that. Right? Like, calculate how many hours it takes, create the SOPs, and then, like, get excited about slashing the time to deliver the same quality in half. Right?
And see if we can I like that?
My ADHD likes the gamification of that. It’s like, normally, I hate time tracking, but I’m like, I like the idea of challenging myself to be better.
Yeah. It’s so much fun. Like, I mean, at least I geek out on it. Because this wasn’t a game that I was able to, like, play with myself, like, two years ago.
Right? Like, without AI, without a standardized offer, this game doesn’t exist. Mhmm. But with those two yeah.
Like, it is within the realm of possibility to cut delivery time in half the second time you do something, which I think is really fascinating and really cool to lean into.
So, yeah, I’d, I’d encourage you to bring some joy in that gamification if that’s how your brain kind of aligns with it.
And once you’ve done that, I’d say, like, once you’ve delivered the second one or the third one at a level of efficiency that, like, you know, gives you confidence to sell more of these things, that’s when maybe you can consider, like, getting some help. And maybe at that point, like, you’re so freaking efficient with this thing that you just feel amazing making twenty grand in five days because that’s what you could do. Right? And I don’t think anyone would really complain about making twenty grand in five days of work. So, yeah, see where that lands. But in the meantime, if, like, your funnel is, like, obviously working and up to speed, like, I’m guessing that’s where this client came from, like, from your workshop funnel?
Or no.
This came from a a direct pitch.
Okay. Very cool. Yeah. Yeah. Nice. Is that something that you’re gonna be replicating, like, in your marketing process?
Or Yes.
But, yeah, I have kind of gone into this. I’m, like, potentially success sabotaging mode of being like, okay. Now pull back all pull back all marketing in case somebody else reaches out and you can’t handle it. But, yeah, I do think that pitching works really well just because the offer is contingent on their existing offer suite and ecosystem.
It helps for me to hand select.
Right. Very cool. I love it. Get out of self sabotage mode. I think it’s the ice storm that’s messing with your brain.
Right? No one want like, I definitely didn’t wanna do work today. Like, I saw that and, like, I’m gonna self sabotage every opportunity I ever have because I just wanna stay in bed. But no.
You got this.
I think it’s I did work in the dark with a candle burning, and it was really cozy, so I thought I want the witchy vibe.
Because you lost power or you wanted the witchy vibe?
I just wanted the witchy vibes.
Right? Nothing wrong with that. Cool.
I think. Right.
Yeah. Congrats on that sale. I think it validates it. Your marketing works. Your sales works. And now, obviously, you’re refining delivery, and that’s gonna give you confidence through q two. So, yeah, keep us posted.
Thanks, Katie.
Alright.
Anyone else wanting to share their q one, their q two, their own version of their own witchy vibes?
Or I guess I’ll go.
Alright. You’re right.
Let’s just say that, my q one went to shit in a very quickly.
Went to shit in February. I got really, really sick. So February was lost, half of March.
So now I’m basically starting over.
But, really, it’s q two is about being consistent with the newsletter, actually creating a newsletter, and then getting my SQL funnel built up.
So really getting that authority and then the funnel going.
Cool. Which one has, like, priority for you?
Like, obviously, we’re gonna get Priority for me priority for me is gonna be the newsletter, really building that authority Mhmm.
For my standardized offer.
Yep. Sweet. What do you see as, like, the connection between the newsletter and selling your standardized offer?
Really, the newsletter is gonna be around, my standardized offer is, lead gen and sales funnels.
Mhmm.
So, it’s really kind of everything to do with funnels, emails, ads, CRO, just kind of building my authority that way.
I do have a project I’m working on right now. So, hopefully, I’ll have well, according I I did see Cody. I did see Shane’s deal the last month. Mhmm. Oh, you lucky duck you.
Yeah.
Nobody’s sure what they mean. And then all of a sudden, it’s like, oh, hey.
Let me help with that.
That’s like, yay.
But I liked his idea of you don’t need the the case studies is, like, you need to show the metrics and the ROI of what you can offer the company.
And since I don’t have any case studies right now, it’s like, oh, I like that idea. That, I could sell.
Yeah. I I thought that was very eye opening too.
Yeah.
So it’s like, okay. I don’t need to worry about a case study. I just need to get these get the newsletter consistent, get the funnel built, and then, really, when I get somebody in, you know, pitch them with the ROI calculator and show them what I can make them.
Yeah.
So that’s kind of where I’m going for q two.
Oh, so by the end of q two, we have a newsletter that is up and running. Is it a weekly newsletter?
Or biweekly.
Biweekly. So twice per week or once every two weeks?
Once every two weeks.
Is there a standard of what biweekly means, or am I right task which one it is? Because I’ve been confused my entire life.
Biweekly is you usually once every two weeks.
Okay. So what would be twice per week?
Or wait. No. Biweekly. Not weekly. Monthly. God.
Bi monthly.
Not enough coffee this morning. Sorry.
Not enough.
Alright. We gotta reload. It’s both. Right? You could anyway.
It’s both. Yeah. No. Biweekly is bullshit. Yeah. That would be way too much. Yeah.
Yeah.
I remember, like Oh, bimonthly.
So once every two weeks. So two newsletters a month.
Very cool.
So never promise a month.
Let’s just leave it.
There you go. Never promise your clients biweekly calls because they’re definitely gonna expect one and you’re gonna deliver the other.
So Yeah. So Cool.
Sweet. So we look forward to seeing newsletter established biweekly and your SQL funnel. Correct?
Yep. Yep.
Sweet. Awesome. Cool. Alright. Who has not shared yet? I’ll go. Perfect. You’re not.
Do, and separately, since I since I’m just starting all this, I had already made, kind of a a year’s plan, and I realized that that’s probably the problem.
I shouldn’t be doing a yearly plan. I should really just be doing right now now a quarterly plan. So, the quarterly plan that I put together, it just it didn’t even happen. It it’s and and I listened to all of you talk, and I wrote down a lot of notes because I was like, well, why are my goals not realistic and sustainable? Why does everything feel so overwhelming?
I think part of it is that I didn’t know what I was committing to. I wasn’t sure if the path that I’m on is even the right one. So it felt like I’m writing these goals, and I and I was still developing my vision of what I want out of all of this.
It’s kinda why I’m here. And Mhmm. But I didn’t really know, like, you know, I’m I’m I was starting to do things before I’d actually thought through things. Mhmm.
And I realized also that I do everything myself, and I don’t have enough time to execute everything. You know? I’m I’ve got a a three day a week client retainer project for the rest of the year that I am working on that does take up time.
I have this little client that I just cannot seem to just offload and get done.
I’ve got a personal I’ve got a major move happening.
So I’m like, oh my god. This is all you know, it’s all taken all of this out. But at the same time, I know, you know, it’s partly my own standard of work is too high. I do I don’t have necessarily a standardized offer system, and and that’s something we’re actually working on right now.
And and I also feel like some of it is a mindset problem. It’s my inability to focus on one thing instead of trying to do all of the things at once, which is a big panic. Right? It’s, I feel like I’m constantly on a hamster wheel and panicking about what I haven’t done versus just getting something done. Mhmm.
So if I ask myself, well, what do I wanna get done in q two?
I I think the answer is that I need to do something that revolves around systems and creating systems and not revenue goals because I’d Yep. Because I do have a revenue, you know, revenue coming in no matter what with this other client that covers what I need.
Perfect.
Yep.
So that that’s first.
You know, I think that, you know, there’s a lot of things I could be doing first. Clearly, I could be doing things like, you know, working on my visibility, my authority. I could be billing I have, like, zero email list because I usually I don’t get clients that way. Mhmm. But that’s not gonna work for what I wanna do. And so or do I focus on defining and building that standardized offer that I need to be building along with really developing this framework that I’ve been creating?
Yeah.
So yeah. Or should I be testing it on an actual real client? And I’m worried that if I test it out on a real client at this point, because it’s not really done yet, is that it will dis distract me from actually building up the system.
Mhmm. Right. Well, you touched upon, like, one thing that is, like, super relevant to everyone, and it resonates with me. Right?
That, like, capacity is always gonna be a constraint. And when I make goals, I overestimate capacity. Like, just guilty of it. Right?
For some reason, I think that my business exists outside of me as a human being with biology. Right? And, you know, doesn’t quite work that way. Right?
Like, you know, kids get sick. People get sick. Right? People get tired. Ice storms happen.
I slip on ice. Tail bones break. All these things happen.
And sometimes you just don’t wanna, and then you do wanna. Right?
So, yeah, it’s like capacity as a constraint could be a limiting factor, could be a beautiful thing. I think once you get real really honest with it, right, like, it just cuts away so many of the things that you could be doing, but it just doesn’t crack the list. Right? Like, from everything you just said, there are a few things that serve you, like, long term, right, with where you wanna go.
Right? I think, like, systems, a standardized offer is part of a system. Right? And I think if your financial needs are covered in the interim, that’s like a beautiful place to start.
Right? Like, you can create leverage from this position you’ve already earned. Right? You can leverage all the stuff you’ve already done, all the financial resource you already have and have ongoingly, and use this period to set yourself up for the next chapter of your business.
And I think that’s a great place to be, and it just begins with acknowledging capacity. Right? You just said it. Like, I have two days per week, right, to really dial this in.
Right? That’s, like, how many hours per week realistically. Right? Because I don’t know if you can hit eight hour days.
I can’t hit them, and I’m Yep.
Like No.
Not right now. I’m in that one. Yep. Now with the correct today even trying to move and all that stuff. Yeah. I’m lucky if I get four hours a day of solid work right now.
Totally. And magic can happen with four hours a day if they’re being properly applied. Right? Yeah.
So it’s like there’s so much danger in overestimating how many hours you have and then running into the reality of, like, oh, shit. I don’t have that. That’s where overwhelm comes into play. That’s where self defeat comes into play.
Right? But it’s, like, eight hours a day. How are you going to, you know, apply those to really be a pivotal turning point?
It it’s, it’s burnout. I mean, you know, I’m coming off of two years of of severe burnout with Mhmm. This client that I let go in January.
Right.
And I’ve shifted to a client that is much more appreciative, much more the work is much more strategic. It’s not just a shit ton of copy and, you know, like like, I was doing an entire launch in on in three weeks. Everything being designed, copy, and everything. And I just I was doing that for three years, and I can’t do it anymore. And Yep.
I think I’m still getting used to the idea of space Mhmm.
And what it what space does mean and and, you know, and what does it mean to be not burned out. But I think it’s also about trying to do something consistently that will restore the confidence that I have in my abilities. Because right now, I think that that client has just trashed my confidence.
Mhmm. And we were doing consistent six figure launches. It’s it’s crazy. You know? And and but we were doing, like, ten launches a year, and I can’t Mhmm. You know? I I I need to focus that energy on myself, and and that’s a really hard shift right now.
Yeah. And you’re just coming out of that. Right? You said that that stopped in January?
Yeah. Yeah. And I picked up this other client in February.
So Yeah.
Luckily, this client is just it’s it’s a totally different pace, and they wanna do things right. And it’s it’s just so different, and I’m doing different work.
Yeah.
I’m not really copywriting anything.
I’m doing, like, strategy, and I’m doing wireframes, and I’m doing, you know, helping with that kind of work. And so it isn’t the Mhmm. It’s definitely like Sherbet right now. Mhmm. All very different.
Does your system relax if you assure that it’ll never have to do that shit again and run through that? Like, does it mean when you say that?
Yeah. It’s interesting. I hadn’t really thought of it that way. But yeah. Yes. I mean, the day that I quit, I was like Yeah.
Being on air, and there was a different palatable release, I guess, that happened. Yeah.
You know?
Just yeah. It it is.
It’s it but I think my nervous system is still, like Mhmm.
It makes sense. Right? It’s been running on that for a while.
I think It’s a lot it’s a lot of PTSD from being there.
Yeah. What might be useful and, like, take it as an invitation, not as a hard recommendation. But from this place that you’re in right now, you get to set your own standards, right, for what this chapter of your business and career look like. Right? And it could be, like, three to five things that you’re available for and not available for. Right?
And just repeat them and just assure your system that, like, these standards are nonnegotiable. Right? We’re not gonna settle for this kind of dynamic where we’re on a constant creation cycle, right, without Yeah. The ability to take a breath, right, where your new standard might be working with clients who appreciate you.
Right? That’s not a standard for every copywriter. Some copywriters will just, like, do the job if that’s the job and the relations are what they are. Right?
But, like, you do set that standard for yourself. And I think coming from a place of burnout, that would probably help you a lot.
It it does. And that and that actually was the standard for working with new clients at this point. Mhmm. It’s a it’s a very different standard because I’m, you know, I took a cut in in what I’m bringing home in revenue, and that’s okay for now. Yeah. But I see it as a necessary reset in order to you know, I made this I made this expert a lot of money over the last five years.
And Mhmm.
You know, her her parting words to me were basically like, well, I wasted all this money on marketing over the last Oh, gosh.
And I was like, oh my god.
You know? And and coming from that sort of abusive feeling, it’s I just will I’ve learned a lot to never put myself in that position again.
Yeah. Yeah. I’m sorry that lesson was so harsh, but I’m happy to see that you are translating those into pretty fierce boundaries. And, hopefully, over the coming weeks and months, your system will continue to relax, and you’ll feel essentially, the new chapter that you’re leaning into from it.
But, yeah, it’s it’s crazy. Client clients will climb. Right? We said it earlier. Right? Like, I’ve had clients too in the past, right, where, you know, I’ve tried to convince them with data and beliefs can be rigid.
Right? What they want is rigid. Right? And, obviously, data and calculators and ROI improving all this is super helpful and necessary.
Like yeah. Some arguments, some battles, some dynamics just aren’t meant to sustain is what I realized. And I think that when you have confidence in your abilities and your skills and your who you are, right, it’s like there’s no such thing as, like, you know, losing a client. They’re scanning the opportunity.
Like, what you can do with cleared up bandwidth and cleared up mental space and cleared up energy, like, it’s probably far more valuable than what we settle for in suboptimal situations. So, yeah, I think that’s something to proceed with confidence on. And I could just keep yapping for two more minutes to, like, fill the space, but I wanna know if there’s any, like, closing thoughts, reflections from anyone here. And, yeah, floor is yours.
Hey, Roy. Can I just quick share mine?
Yep. Oh, of course. Sorry.
No. No. No. You’re cool. I first quarter, I just let myself off the hook with all things authority. I didn’t have to worry a ton luckily about client stuff because I was booked.
Mhmm. So and this is gonna sound insane, but second quarter, I’m not letting myself off the hook with authority. I’m figuring it out, but I think it’ll match. My number one target is I kind of have three core offers that I really need to decide what’s the standardized offer and what’s really either needs to be cut or maybe further down the line as I develop the book agency stuff. It’s at the different stages of writing, publication, and ongoing.
So, anyway, so the target is to sell at least one of each of those offers in this quarter for all sorts of other reasons. Right? It’ll I have to build my authority to get those in. I have to do cold, warm, all that kind of stuff. And then also the SOPs and all that will continue to get better as I do it. So, yeah, that’s basically it.
Yeah. And do you feel like you have, like, a clear pathway for selling all three offers?
Like, do they have similar marketing or a similar avatar?
Similar in that yes. Just different stages because, obviously, they’re different stages of the process. But, yes, I think so. Prana and I walked through, how I could do it. So I have kind of a thirty day challenge. She’s kinda a gauntlet she threw down for me. So I have, content marketing kind of cold pitching, all the things, basically.
And I’m guessing you’re already a few days into the thirty day challenge?
I am. Alright.
So when should we be following up with you?
Let’s see. Well, I it ends officially on April thirtieth, so May first. And the only thing I might need accountability on is I did get a project in closed yesterday, but it wasn’t one of the three. It was, like, a pre project to prove value to my standardized offer, and I tend to do that. I instead of holding to my guns or really figuring out the sales call or what I need to do to convince them on the standardized offer, I’ll adjust and you know? Does that make sense? And so I kinda created another freaking offer, and I it’s I don’t wanna do this, but it might convince them to invest in the standardized offer after this project.
But Is it is it profitable for you to prove yourself in that way?
Like, it’s a next question out of rhetorical one.
No. Yeah. I figured it out, and it’s it is profitable. It’s something I can quick turn around. And, I mean, I always love I don’t like turning turning away good decent money. So, for me, it gets me excited anyway.
Mhmm. And I love the person. So yeah, the I think it’ll be okay, but I could be sing singing a different tune in a few weeks. Who knows?
Alright. I think it’s a good test. Right? But, ultimately, like, you know, with three and a half offers, that could get complex pretty quick.
Yes.
And I’m sure by the end of the month, you’ll have greater clarity on what stays and what goes.
Exactly. That’s what I’m that’s all I want is just clarity.
So Very cool.
Awesome. And sorry if I’m missing you.
I was looking at, like No.
No. No.
It number squares. Thank you.
Yeah.
I appreciate the time.
Awesome. Beautiful. Well, any, closing thoughts or reflections?
Is there time for a question?
Yeah. Totally. If anyone doesn’t need to jump off, definitely feel free. But, yeah, I’m, I’m not in a rush, so go for it.
Okay. Thank you.
So totally switching gears.
I’m working on so this is the first time I’m in my client’s tech, and we set up a split test of their evergreen sequence. So we’ve got the control, and then we’ve got the new sequence.
And I realized yesterday, I might have made a mistake.
In the automation, should I have so the the old sequence, it has, like, the thousands of people who went through it before. So when I just do quick glance looking at, like, open and click rates, it’s the the thousands of people. And then, obviously, the new one is, like, the sixty people who came in yesterday.
Mhmm.
Did I mess up? Like, I because I’m thinking, like, I should have just duplicated the old sequence, like, started everything at zero.
Mhmm.
So my question is, should I just go to the client and try to make this change now, or is there a workaround I could do for April and then make that change in May to, like What’s it? Figure out the What what system are they in?
Kit.
Kit. Are you able to just kind of, like, track the monthly of the old ones so that you’re not seeing all the old data?
I haven’t figured that out easily. I I haven’t.
Maybe. I don’t think so, though, because there’s no filters to to customize, like, date range when I’m looking at the reports of a sequence.
Right. I would double check just to see if there’s any ways to filter the data to only get a snapshot of the last seven days, fourteen days. Right? Because you you definitely want to have a comparable side by side time period of both. Right?
Because, like Yeah.
Those thousands of people who’ve been through that sequence before, I’m guessing that’s been over the last year or two.
Or Yeah.
Yeah. Right? Mhmm.
So different context. Right? You know, different exposure. You definitely wanna compare, like, leads now versus leads now, right, to get a true accurate snapshot.
So, yes, if that’s not possible via, filtering, if at all possible, yes, to, like, duplicate it right and, yeah, get it clear. Yeah.
Yeah.
Okay. Is anyone more techie than I am have any, feedback on that? Yep. I think just like oh, go ahead.
I was gonna say, yeah, Caitlin, your your gut is right. You should have duplicated and then set that against your new.
Yeah. I’m not familiar with kits, so there has to be a way to filter date filter, or there should be.
Yeah. I’ll ask their support team.
Yeah. Yeah. Yeah. I there was so much other stuff. I was, like, figuring it out, and it was taking all so long.
And then I’m like, shoot. What, like, an obvious oversight? Like, how did I do that? But okay.
Cool. Thank you, everyone.
It’s easy to do. I’ve done that before.
Now you know. Lesson learned. But, yeah, you definitely don’t wanna have your funnel go up against results from a different context, right, and people who’ve experienced different things. So yeah.
Cool.
Alright. Well, hopefully, no more natural disasters.
And, yeah, I’m still here for the witchy stuff. So keep that up, spreading ashes, lighting candles, and doing all the things. But, yeah, have an amazing day to everyone, and definitely keep in touch on the chats and reach out on any follow ups from anything today or even just things you’re looking on that you feel I could help with. I’m here for it. So welcome to the new folks. Thanks for showing up and sharing so bravely and awesomely, and, talk to you guys soon. Bye for now.
Selling Service Packages on Autopilot via Email
Selling Service Packages on Autopilot via Email
Transcript
So today is all about it’s kinda building off on what I talked about the last time, what on that last time, which was basically creating your packages and product side services.
What I wanted to, you know, get into now and start preparing y’all, even if you feel like, oh, I don’t have an email list right now, or maybe my email is just tiny or, you know, the If you don’t have an email list, this is something you definitely wanna start thinking about right now because this is something that future you will need. So If you don’t have an email list, I would highly encourage you to sign up for an ESP after this call and start thinking about your automated sales sequence for your productized services. And if you do have an email list, then your action item will be to write that, email sequence and put it into your ESP.
So yeah, I know I’m, like, kind of, jumping the downhill literally, but I definitely want us to want to encourage you to not wait till you have a big list or, you know, like, a big list or whatever. Like, this is definitely something you wanna start doing right now way too many service providers and, literally losing out on valuable reads and clients because, you know, we haven’t really thought about this ahead of time. So Let’s go. So stack themselves, you it’s essentially an effortless email framework for filling your packages on autopilot.
For those of you who don’t know this, like, literally our business, our entire copywriting service business is built on the foundational packages. That is what, you know, like, last year, four hundred k was copy packages.
It’s what has helped us scale.
And they I would say almost but not proof. We are like, you know, we do have periods when I get, like, tired, but we know when kinda watch for and just kind of step away a little bit, but it’s it’s beautiful. And this is an email sequence. I have tested multiple multiple times and have used it even when I did not have a huge list or used it on social for that matter.
So The reason most packages do not sell via email is because they’re missing a welcome or sales sequence to start with. Like, you know, if you’re if you have a package, even if it’s like an audit, and you aren’t talking about a new welcome sequence, you’re missing out on sales there. You’re missing CDA’s to sign up for your packages. A lot of people just talk about the package, but they don’t tell prospects or leads.
That this is what you need to do to get it. It’s amazing how many emails I have critiqued where clear CDS and other, and Clarity is key. All of you know that. Keeping sales emails in your in your newsletter strategy.
Okay. Hang on. Yeah. I found it over twenty five years ago. I’m trying to meet you.
Okay.
Alright. I no. I can’t mute people apparently. You have to mute yourself.
So The third reason is if you’re sending out emails, you aren’t including any sales emails. As part of that newsletter strategy.
And that is, again, something that you wanna start thinking about intentionally. So if you’re sending out a weekly email to your list, You wanna think about, okay, if I’m sending up four emails a week, do I have a sales email in the mix?
Over not showing your leads in prospects, where which is like, oh, I wanna give value. I wanna give value. And I’ve been on that end of the spectrum where, you know, I really wanna give value, but pointed there is something like too much value. So you need to remember that you’re all business owners, and yes, we want to nurture all these. We wanna give code on code value, but we also wanna sell.
And then selling without context or nuance, this is something that I have seen.
A lot of creative entrepreneurs make where We, in our heads, know what the package is for and what it does, but we forget that for a prospect This is just one of many things that’s been, you know, that’s coming at them, and they need to, and then to help to have to then add context to it or, like, okay, where is this gonna fit into my marketing system? Or how is this gonna help me accomplish those goals? We don’t want them to have to do the heavy lifting of kind of figuring out how will this help them. We wanna give them the context. We wanna give them those new answers of how is our package going to help them, or how is a productized service going to help them?
So these are things you wanna kind of avoid in any of the emails that you write for when it comes to selling your packages for sending TLS.
Okay.
So one thing all of you need to remember is emails are the engine that can clear demand and fuel sales for your serve services and packages, but only when you use them with intention and purpose, which is exactly what we’re gonna talk about today.
And again, emails are a authority pillar that you should be building, and I cannot stress enough the importance of doing that. Even even if you’re, I would say, even if you’re in and building of, you know, even if you’re just in house, like, you know, Randall is, like, I would still say start building your email list, you know, or and especially if you’re in house and freelancing start building your email list. It goes this holds good in all cases and all scenarios. So With that, let’s talk about my go to framework for sales viewing automated emails for packages. I say automated because that’s pretty much how I tend to use them, but you could use them as broadcast.
Last year, and this year, I have mainly used them as broadcast mainly because we’ve been kind of book solid, but, I have used them as automated emails. Hold on a lot. So specific, timely, unteachable, engage, motivate to act. That’s my framework. I’m a huge fan of frameworks just to kind of simplify things for myself. So this is what I keep in mind when I’m writing emails for my services and packages.
Alright. Well, let me see. Before we look at it, the two. Okay. Hada has a question.
Do you actively sell and include include those links in the welcome sequence, or do you leave it for the end of the sequence?
I would actively sell and include those links in the welcome sequence. So, in fact, I’m going to talk about that too at the end, as well. Like, you can you can actually just have a one email sale sequence as well. So we’ll talk with you about that, towards the end. Cool. Let me move forward.
So this is an email that I sent out to our list. This was for our Tysmal, which was for, you know, it’s a VIP package, VIP day kind of package that I was selling way back in the day. I’m still selling it.
And this was one of the emails I used when we were launching it. So the reason I’ve shared this here is because it like literally lays out everything. It starts with specificity, and you’ll see context.
So how much copy do you need for an upgrade launch? Okay. Simply use what I use from a live launch when I turn this. What’s the difference between live launch?
Copy. So very specific about the problems that it would be solving for them. And these are three of the most popular questions to adapt, and then this is what led to my framework, my process. Now this is like a really long email.
This does not, by any standards means that all of you need to write long emails, please, this is just to kind of give you an idea of how, like, kind of all the different elements that come in. These could be, like, shorter or faster paced emails as well.
It’s timely. So why I developed this teachable to your other six copy barrels, and this is again content Bistro. We have a lot of foodie references going. So I talk about, you know, what everything that they need here I include a lot of specificity also in terms of things like, you know, these actors clip bars and, you know, so it’s engaging. There’s more, you know, there’s a little bit of personality there.
And then, of course, motivations, like, why do they need this? So you need to connect with your audience’s pain. You need to strongly, you know, you have to tap empathy. You wanna You need both strategy and copy assets, all of that. So this was an email that was a blended set, like this value pass series of the precursor to Artezno, your VIP already, we had people on the wait list. So this went out to them.
Fairly, fairly simple and relatively standard.
So specificity, how do you wanna craft that? You wanna use we’ve had you worded subject lines that increase your open rates. You wanna keep that up within your email. Examples, use specificity to add that context, use specificity to highlight why would they need it, use specificity to, you know, even talk about their motivations so you can use them interchangeably.
Specific results, specific steps, specific outcomes, specific deliverables. Be very, very clear about what it is and why they need this. So this was like a presale email. If you’re sending it directly for a set for a package, tell if you wanna be very clear about what are the deliverables in there, what, and, you know, how do they lead to the certain outcomes?
And then, of course, experiment test optimizes goes without saying.
Rule of one, applies everywhere, one email, one package. Acceptions are, you have two tiers to a package, like fully loaded launch for a very long time, had two tiers. Artasional, I think has half a day and full day, I think, right now. Point is, if you have two tiers, that’s fine.
That does not mean that you’re talking about two different packages, you know, But what email one package? New packages that lead to a similar outcome? Yes. You could, you know, maybe talk about it because you’re you’re then you’re using one email, one come as the guiding goal.
But do not try and talk about an audit or a website copy package and a launch copy package in one email. Unless, of course, it’s like, say, you’re doing, like, a catalog style email or something like that. But for these automated sales emails, you wanna keep it to one email one package.
Soup specificity super powers emote relevant emojis that are very specific to your brand numbers, dollar figures, key adjectives, you know, like, click bars for us is very on brand or just term benefits, you know, and use all of this again for your subject lines or for your body copy.
Use words and phrases that involve visual images that, you know, like, literally for, like, for our audience, again, Harry Potter was a big part of our brand for the longest time ever until Jacob Allen ruined it for everybody. But, so things like, you know, hybrid sized mountains of unfolded laundry instead of a laundry pile.
As copywriters, y’all have the gift of leaning into specificity, lean into it, and music.
But with specificity like makeup, less is more that don’t go overboard, know when to dial it down. And when you do your sweeps, that is when you need to look at and think about, like, okay. Am I just overdoing it here?
Or is this real needed to make a point?
Then we have timely unteachable.
So, again, timeliness and copy can usually be created with strategic calls to action. So Why do they need to act now? What’s the urgency there? Along with that, you can be timely with content. That’s actually timely. So seasonal specific emails or seasonal specific packages, for example.
If you’ve got, like, screenshots and case studies that have just come in, that may be a good point to include in your cell sequence. References to current world situations. Now if you’re automating this and if you’re setting this up for your work for your welcome sequence or for a and always on wakeless sales sequence, this references to current world events may not be a good idea, but you can obviously be timely in other aspects.
And then teaching. Now, t this is where you need to be extra, extra careful because we tent we can tend to go to the side of teaching too much.
And We don’t wanna do that, not because we wanna withhold information, we wanna keep, but because we do not want to cause more confusion.
For our prospective clients. We do not want them to start feeling like, oh my gosh. This is way too overwhelming or Oh my gosh. This is easy and I can do it only to realize that this is not easy and they will struggle to do it.
So you know, which ways we wanna be very careful about what we teach. So five things that I’d like tested out is process. You saw an example of that, like, I talked about, you know, cures. Well, it’s included in this.
And here’s what you need, you know, when it comes to every launch copy cures, everything that you need in it. You can also talk about mistakes your clients made before they hired you. You can talk about the importance of the key elements in your package kind of ties in with the process as well. You can talk about amplifying results your packages, and you can also talk about what comes after and what should they be preparing for?
Once they worked with you. So that’s like future pacing with a twist. You will lean on your case studies and customer success stories here to talk about it. Okay.
My client had to hire a customer service executive just to kind of deal support all the new clients that they got after our, you know, she worked with me on a fast sale package. So that’s just something you may wanna start thinking about right now. That kind of a team. Help them see themselves two steps ahead or even ten steps ahead of where they are right now after they work with you.
Now the goal here for teaching is you wanna, you know, pick the curiosity, but you also wanna give great value. You wanna, you know, help them see that you know your stuff. So that’s why it’s like a fine balance and a good idea whenever in doubt, again, take the time to give it a suite, take the time to get it critique if possible, you know, just so that you feel very confident about it. But the point is don’t hesitate from teaching. Just be careful that you don’t just go way overboard here.
Engaging personality, humor, pop culture, trivia, books, TV, and music, values. We are huge, like, personally, you know, I bring up the fact about our about financial stewardship. I bring up the fact about integrating life with work. I, you know, it’s super these are like values that are key to us.
So, We talk about that all the time, and we, you know, and we use them to create a point of differentiation as well. So Think about, you know, if you feel like, oh, I I’m not into pop culture or I don’t listen to a lot of music or I don’t read a lot of buzzer. I have not interesting happening in my life, which honestly trust me you will be. But don’t hesitate from talking about your don’t have different talking about words and phrases that you, you know, use all the time or you made up.
I’ll give you an example. I just reasonably, like, I started using the word truth biscuit instead of truth bomb because, again, on brand for us. So don’t hesitate from adding in personality to make your emails more engaging.
And of course, what makes you you, what makes you data from everybody else and maybe doing the same thing. So personality types, like, literally everyone on our list knows that our Maya script types. Those are Integram types because they’re big on those. But if you’re not, like, think about it, maybe you have a habit, maybe you have a pet peeve, all of the research that you would do for your clients and their audiences, you need to do for yourself as well. So you need to be kind of clear on what makes you you, and then use that in your emails.
Don’t be afraid to listen humor.
This is something I personally had to learn, because humor does not come. I’m not one of those that it comes naturally too. So I did do some learning here. And humor seriously is a book I really I really enjoyed it in getting some really good, you know, strategic tips.
And then, of course, I don’t know if he’s still running it. Justin Blackman had a course called write more personality, which I took. And absolutely loved and have used, used it extensively. So, yeah, but if it comes naturally to you, you’re one of the, you know, lucky ones.
Please go ahead and definitely use humor.
Formadding basic rules of copywriting out everybody just be sure, like, when you’re reading your emails, make sure you preview them both for mobile and for desktops format your content with bold and italics, bullet at a number of layers, short type paragraphs.
You’ve got, you know, the gist.
Jiff it up.
Very, very easy to add, you know, engagement and personality with GIFs.
Don’t be afraid to use them. But again, you don’t wanna kind of overdo them mainly because we’ve seen, at least, I’ve seen it in fact deliberately in certain cases.
Also don’t hold back on your opinions. You know? So they do make for a lot of engaging reading. You’ve got hot takes, on things. So, you know, like Abby mentioned her her hot take or her, you know, contributing point of view was, you can go evergreen from day one. Something that, you know, you should be definitely talking about. And if you, you know, if you’re when you put together emails for your evergreen package.
And then finally, we have motivations. Now motivations is what basically answering the question. Why should they care?
Why should they care about your package? So your package or productized service was created with the intent to help, solve, heal, undo, redo, improved, increased, decreased something in your prospects lot.
You need to talk about that, lean on it, shine a spotlight on it. Does not mean you poke the pain or, you know, do all of the things that we don’t wanna do. You want it, but you do want to highlight why they need it. Again, this is what adds context and nuance to your emails.
Okay. Before we get into the tactical side, questions. Okay. Oh, if you asked, how are people entering this funnel?
Your welcome sequence feedback for application funnel? It depends. You could use it as it depends on what packages you wanna sell. Like, we’ve reached the stage where we’ve got so many packages, so we don’t, you know, we don’t have them in a welcome sequence.
Excuse me.
But what we do, we did earlier was we had a vacress. We used to build a vacress, and then we used to have a sequence here. But if you have, like, say, one big package right now, which is what I would hope all of you do have, I would use the welcome sequence for that. You could simultaneously also below wait list for it.
So for people who don’t wanna sign up to say a welcome sequence, your wait list could be would be actually a really good idea because those would be active warm leads saying, Hey, I wanna hear more about your packages. So I would actually do both they could enter the funnel, through an automated sales. See oh, they could also enter the following something that we tested out with a client of ours is a noted for sales newsletter sequence. Those are automated newsletters that go out every week and sell her coaching activist.
So, we wrote up I wrote up email newsletters for six months for her. So And every email followed the same same format. She she offers she’s an executive career coach, office career coaching services. Point is you could use them in multiple different ways.
Alright.
So how many emails to send?
My favorite answer, it depends. It depends on your package cost. It depends on how warm your list is, how the list temperature essentially, and audience fairness? Like, does your audience know that they are they pain aware?
Are they solution aware? Are they brand aware? Like, where exactly are they is somewhere in the middle there. So if you would know more about that, that would be great.
It would depend on all of these factors.
Having said that, three to five is usually a solid number to start with.
Now you could take each element in stem and turn that into a sequence. So you could have an email that’s super specific about the pain that you’re solving. And, you know, what what your offer is. You could have an email that’s timely and teachable.
So it walks them through your process or gives them a behind the scenes, and, you know, it’s exactly what to expect from every deliverable. It could be just engaging in storytelling, you know, so you could have, like, just four email and then motivation have, like, two emails because that would be, like, the last two emails that they would get. So you could turn stem into its own sequence or you can send three emails with all of the elements in it. I tend to lean towards sending three to five emails that include all the elements in it. You saw that example earlier, But, you could, you know, totally turn them into an automated sales sequence by itself as well.
So when this is, you know, I’ll leave you kind of answering your question as well. You could send it as a welcome sequence. You can sell it at when you launch a new package as an automated sales sequence to everybody who’s clicked on the link in your emails before that to show interest or been on your wait list, you could send an automated wait list sequence, digit results, email newsletters, and then also for pre selling and getting looked up for package, which is what we kind of did with with artisanal when we launched it initially as we presold it.
And then clients were booked in for, like, say, thirty days later or sixty days later. It was a while ago. But, you could use it in you could send these emails in so many different points, the easiest would be the welcome sequence or the note to fulfill email newsletters. Like, if You know that you have a certain audience segment on your list, but not yet for sales email newsletter sequence would be great. For them because then you can just batchrate these emails, send them out every week, they’re curing from you, and you’re selling your packages as well.
Should you sell in every email?
Yes?
And no? Yes. You do need to talk about the package in every email. No. You don’t need to create false scarcity.
You don’t need to make it appear that this is this is never going to be offered again or or that, you know, you’ll be increasing your prices unless, of course, you will be increasing your prices. So, Sally, every email, don’t sell in a way that doesn’t make you feel good. And if it doesn’t make you feel good, it would definitely not make a few of your clients feel good. That’s, you know, because Yeah.
That’s kind of what I’ve come to realize. So, yeah, don’t hesitate from from Sally.
The one email sales sequence.
If you decide to send only one email to your list, to talk about your package. I hope you said more than that, but if you say, like, okay, but I’m not gonna say, hey, thank you. I don’t I don’t wanna send the sales sequence, etcetera, etcetera. I would highly recommend you use the confirmation email to sell your package or, you know, to talk about, like, write a stem email.
And why? Because not only does this email have the highest open rates because people are taking to to confirm you, or they’ve just gotten on your list. They’re like, They they know and remember who you are, but it’s also a great opportunity for you personally to build a connection with a prospect, maybe very new to your brand. Right?
And, if you’re running, say, Facebook ads, or even, like, from social, or if you’re using affiliates or, you know, like partners or JV partners and things like that, or muted newsletter swaps, point is, again, it does not have to feel pushy or safety when done. Right? So what you wanna do is you wanna share your story in it, give some backstory about how you started. We are, you know, what it is that, you know, you’re known for, what can they expect, from the freebie that they’ve signed up for.
And why should they, you know, go ahead and actually watch it, download it, use it whatever your freebie is. If you have a freebie there, you wanna validate and empathize with their struggle. You wanna celebrate their action taking spirit.
Educate them. We talked about what you can teach them.
But the opportunity here is for you to share your credibility markers. So things like, I’ve been doing this for x number of years. Here are some mistakes that I’ve seen, you know, or here’s what a client said after, you know, we finished implementing their, their funnel or their website copy or, etcetera. So you wanna use the education part to teach about your process, but also share credibility markers. And then you wanna just set it seating and soft selling. So you wanna give them a sneak peek of what’s included in your package, what can they expect, and buy them to check it out and come back to if they have questions or book a call with you, to get more details.
But, yeah, So, yes, you can definitely just sell with one email.
I would hope you would use more than that. But if you have to, then, yeah, this the confirmation email do not overlook it.
Alright.
Soft selling your package for maximum sales. This is something you wanna kind of keep in mind for your emails, whether you’re using it in your confirmation email or even in your sales email and you’re like, you know, okay, I feel like this is getting me too salty.
So You can share a time lapse video if you’re working on a package deliverable. You can share case studies, testimonials, screenshots from clients, like, you know, that they leave in Google Docs.
You can drop a personal video these days. There’s so many tools that make it so much easy. So that make it so easy for you to kind of be at these personalized videos at scale and share why you created the package in the first place. I think I did that I did I did that one time when we launched, a package version of, of my program, ready to sell.
It did really, really well. So You could for social, you could create a carousel, explain why, you know, what’s in that package, why do they need it, and then embed that carousel in your email. So you again, the idea here is for you to get that package in front of your audience in as many ways as possible and not hesitate from the idea of selling, in a way that feels good to you. Eglopedia.
We have we have one. We use one regularly for our packages. So we need people to download to see examples, case studies, and your and the process that we use as well. Key elements, invite them to get on a zero pressure call with you. Make it really, really easy for people to know what offer and to buy from you via emails.
Next steps, identify the package you wanna sell. But those of you who have created packages since our last call, amazing. Happy to give you feedback on those.
Write up one to three emails or she’ll do five emails using STEM, upload them into your email system and send. And then, yeah, just keep testing and optimizing a simple log. Cool. We have plenty of time for questions.
Okay.
Chris asked, would you recommend having subscribers sign up for a sales sequence from one of the weekly newsletters if so how Yes. Great idea. I absolutely recommend it. So let’s say you’re setting up weekly newsletters and you want to get people to sign up for a sales sequence for one of your packages.
Is that correct? That’s what you wanna okay. Good. So there are a couple of ways you could do this.
You could do this, but if since they’re already on your email list, you could, you know, skip the step of having them subscribe again for their details in again. You could just say, if you’re interested in my ABC package that would help you do x y z tap this link and I’ll send you more details. So when they tap the link, an automation kicks in, that would put them into the sales sequence.
Most ESPs make it really simple to do that. So that’s all you would need to do. So when you do that, the system would the automation would kick in, and you would tag them as ABC interest list, for example.
Does that help?
Yeah.
I was wondering, also, like, considering I haven’t sold anything to my list, for example. Right? So I guess the less aware or less or the lower the intent is probably the longer the sequence will will have to be to kind of educate them. Right?
Not really. The you’ve had your list for a while. You have been emailing them regularly. Right?
Yeah. Yeah.
Yeah. So honestly, you would all you would need to do is just let them know that this is something that you’ve, you know, fit in your working on and he if they’re interested in working on it with you or if they’d like to hire you for it, here’s, you know, to tap here and you’d send them more details. And when it happens, they know that they’re going to get details about a package. So your first email itself could be a pitch email.
You know, it could be a case.
The the the click is the qualification. So, yeah.
Exactly. Exactly. That is the qualification. Yeah.
Okay. Thank you.
You’re welcome.
I’ll ask how you all manage the tech side of all these phones, do you outsource it at DFI? So the the welcome sequence and, nurture hotel users. These are, like, fairly, like so here’s the thing. I would I’ve been with ConvertKit for seven years now.
So for me, it’s really easy to go in and set these up. I know. I also like to know a tool inside out, even though, like, right now, we be hired someone who’s working on setting up the whole evergreen side of things for us. But, for for a program, that that is something I would not want to do, at all.
But something like a welcome sequence and all, I would do it myself.
But yeah, I would be keen to share what the group has to say, like, do y’all do your, DIY or automations?
Or hire it out, but they’ll let like techy is who can easily help you do that as well.
Abby, Jessica Johnson.
I do.
I do. I think ConvertKit is pretty it’s pretty easy. The screening tags.
Mhmm. Mhmm. Mhmm.
And and the automation are visual.
So it’s pretty easy.
Yeah. Yeah. Yeah. So most of us set it up ourselves. I would for your business, and this is just a piece of side you know, like, from someone who’s been there and done that.
Oil business, I would say it I would highly recommend knowing the tools your business uses in setup. You can definitely hire out the setup later on, like, like I gave you the example of the open funnel setup. Or for example, design, you know, like website design. I don’t do it, but I can go in and make quick changes. I can go in and the reason being it just makes it a lot easier and less stressful, and also because I’m kind of anal about control, so there’s that too. But I would highly recommend, like, knowing your ESP and knowing what it can do. So you don’t have to, like, be you know, just kind of wait for someone else to do it for you.
Cool. Just Yeah. Jessica has another good point, but I’m offering emails for I have to copy many clients ask so many questions about set up in their ESP because it’s an easy upsell for me. Amazing.
I love that. Yeah. Wait. Wait.
Okay. Cool. What other questions do you have about packages or selling your packages?
Abby, can I ask that?
Yeah, I’m looking to, like, increase the profitability of my package. I’ve been selling it for a while. I just felt like you’re the perfect person to ask because you’re all about profitability.
So I’d love to, like, do two.
So I, yeah, I guess my option, like, the the obvious thing to hire.
I have like I’m also curious, like, how much you template, like, the the copy deliverable. So I’m doing an open funnel photo. So it’s kind of similar to your, like, fully loaded launch.
Do you I do have templates for all the bits, but I always feel guilty using them. So I’m like curious if you if you template it out. And, Yeah. With the hiring up for research, like, I have a block there.
I don’t know what it is. I think it’s probably just because I’ve I’m not really hired out for stuff like that. So That was a real question. We’re just like some thoughts.
I might be waiting, like, how we sort out.
Okay. Cool. So let me just kind of clarify so that I know I have it right, and I’m I can give you information that would help you. So, you wanna know how to increase the profitability of your packages, by either hiring it out or by speeding up the process. Correct?
Yeah.
Okay. Great. Alright. So, yeah, hiring it out highly highly recommend research take took a lot of time on and also for me because I’m in India.
Time zones, and our clients are all in the US and, you know, North America, essentially. So time zones were Royal pain.
So that was my big motivation of hiring it out because I I used to be up for calls, and then, you know, I would not be my best. Yeah. So, hi, workman, hiring out research, if you can, and you factor the pricing into your package. Basically.
So to give you, I think I mentioned this somewhere in the group earlier, like, research I’ve hired out in the, you know, our research assistant takes, you know, twenty five hundred or upwards depending on the depth and breadth of research. For instance, if you have clients who have, like, so we’ve had clients who’ve had big server responses that have over thousand responses. We obviously are not gonna come to thousand responses, but we still would have, like, there’s a few hundred responses that we would, like, kind of pull from. Right?
So that’s more data there. It kind of depends on data, but essentially, like I would say, twenty five hundred is a decent package price kind of keep in mind if you’re hiring a research, but you also for the other thing you wanna look at is opportunity cost. Right? So When I calculated the amount of time, actually, my uncle calculated the amount of time, I was spending on the research phase of product.
It just made more sense for us to hire it out so that I could take on another package line. Right? And that kind of then You know, that is what helped us to really do more work without burning out. I mean, like I said, like last year, just the one the one hundred k package that I did was, like, twelve different sales pages and don’t know how many hundreds of emails.
It was, like, I could have easily said, like, okay. Yeah. After this, I’m not gonna do another project.
But I just wasn’t stressed out at all. And large part of that would be, research, but the other is going to answer the other part your question, which is process package delivery is all about your processes. And this is for everybody, whether you do, you know, like launch copywriting, your email rating or any kind of copywriting point is for your packages, you need to look at what can you systematize and In my case, I do not have used templates for copy.
I have a huge thing against templates for cockney.
It’s on my pet peeves. But I do have what I call recipes and frameworks. So I’m a huge, huge I would like if I write a sales page for the first time at it conversely well, you can be one hundred percent sure it’s going to become recipe. And when I say recipe, it’s essentially I would write down, okay, like, so here’s step one.
Like, literally, write it out like a recipe. So I would say, okay, here are the ingredients that I use for this. Here’s step one. You’re step two.
You’re step three. You’re step four. You’re step five. And then when I’m sitting down to write, all I do is I open up a recipe.
I copy that into a Google doc, so I’m not starting with a blank page. And then I just Follow the steps, put my copy in the relevant sections. And when needed, because again, audience is wary. So it may be the same recipe, but I can move steps around and gives me flexibility.
So that is another way that I’ve been able to really speed up my process. That’s made a huge, huge difference.
Going back to hiring, yes, research is one thing, but you also need to know that our very first hire was an editor. Because editing was my least favorite thing to do. We did not hire VA. I know that Joe encourages us to hire via, like, you know, first thing.
But went against the grain there, hired an editor because editing was my most time consuming job, and an editor was our first full time hire and has continued to be part of our team sense. So, that saves me a ton of time because I know the copy that I get I’m like, I’m not worried that I’m sending off copy that hasn’t been seen by another pair of professional copywriting, copy editing files. So our editor right now is someone who’s also trained in BrandVoice. So that means really, really you know, it’s really helpful for me to know where I’m going off voice sometimes for a brand, you know, especially because I do multiple projects for the same brand.
So she’s she can recognize, like, hey, you know, this should you be using these many exclamation marks and, you know, things like that because it’s not on them. So that really helps save time for me. I’m not spending time editing. Anything that helps us save time is a hire that we would we would consider.
I don’t do my own wireframes either.
We hire that out too. So I save a ton of time on just focusing on doing my writing.
That is that is basically what what’s really really helped.
Okay. Cool. Yeah. Because I don’t I don’t wireframe. I didn’t realize you did that.
But I yeah. I think like So a project will take me fifty hours, and I don’t really see room to, like, speed up. So I do use frameworks and stuff, but I think with the hiring out the research, like, because that’s such a key part of where, like, the ideas happen, like, when I’m finding it all, like, that’s usually when I get, like, the big idea. So I think I just, worry that if I hired that out, like, I mean, what do you think of, like, if I have, like, a kind of a framework for a master guide and I tell them what race I should do and, like, to put it in there, and then reviewing that. Is that kind of?
Yeah. Exactly. You can absolutely do that. So I have a framework for my messaging and recommendations guide as well, and I would let my researchers just know that, hey, you know, this is how I needed it.
So and, yeah. I mean, we worked with three different research specialists over the years and all through, like, because we had so many projects, so we would, you know, like, and they would have that limited So we would hire out different projects to all of them. All three of them have same standard instructions, same briefs, everything. So it yeah.
And I completely agree with this. This was, like, one of my big too. It’s like, you know, okay. How would we get sticky messaging?
How would I know about, you know, things like, okay. Again, the big idea here, all of those things, but Yeah. I mean, hiring research, Abby has made zero, I would say.
Difference tune. In fact, if anything, I’m more creative. Like, I find that because I’m approaching the messaging and the research data with those fresh eyes. So I would say it’s it’s been a huge huge help.
Oh, sorry. One more question. I’m really sorry to be like a hog, but, how how do you hire someone? How where do you find these people? To do.
Yeah. Yeah.
I I actually so sorry. I I want to add to this. I also wanted to ask, like, I’m curious For the research part, do you hire someone who already knows how to do copy research, or are they like generalist researchers or what?
Copy research. They they specifically work with copywriters, to research for their client. Projects. So, I’ll tell you how we found.
So here’s, so one of the first researchers we worked with was in our programs, for creating packages, and created a research package, and we ended up hiring her. So that was easy. The second researcher was, Melissa Harstein, I found it to another copywriter, and the third researcher was essentially she started as our content support, and the community concierge, assistant, and then she we realized, like, you know, she she had the potential. And so we started asking, like, would you like to do research?
And she did, like, a bunch of projects where it went really well. And now she specializes only in research. So, but how would you find these is by asking people in your network. Like, this is the group you would wanna ask.
I’m happy to recommend who we work with for research. Should you decide to hire, and you could ask on social. Like, generally, And that’s how we found our editor as well. A copywriter who was in my program was working a second editor.
Our first editor, we found through an ad. You can also do job ads But, but I I feel like you make way, way better hires through, you know, like asking people who they work with and getting referrals. So very happy to recommend both our editor and our research people. To you, one of them has gone in house and is no longer doing research, and the other one This also is on a short hiatus from work, but the third one, I’m very happy to make an introduction to any of you needed.
Thank you.
That’d be great.
Hi, buddy. Hi, everyone. How are you?
Hey, honey.
Hi. Sorry. I I didn’t realize it was so early this morning. I had the kids walking them to school. So apologies.
This has been so helpful, and I’m right with Abby and Chris about Christopher about, you know, trying to outsource as much as possible.
And I know Abby, you are looking at a VA. So I think it’s I would love to really dive into this outsourcing because I think what I was hearing a little bit muddled was, you know, it’s like relinquishing control and what parameters because I think When I’ve heard of people who they start to outsource, they spend early days a lot of time trying to figure out a process. And that can be a really valuable time spent, but it’s also with the who you do that work with.
I’ve been cautioned about, you know, there’s a lot lost in translation that can happen when you’re when you’re partnering. So I know that, you know, the turning over some of this really important work that you mentioned is really my next step. And so I’d love to hear from the group or from anyone about the work of relinquishing control, I guess, as the mindset.
Yeah. I feel like that. And I I’d love for the groups to weigh in as well, but I feel like, that I I’m as I type a overachiever who, like I said, I’m anal about control, is what I realized is that I actually have more control more creative freedom when I’m not stressing over things that, you know, someone else can do and do well. I will say, though, and again, this is something for for future you that you wanna start thinking about is even before you hire, answer your question about processes, processes and systems, is you wanna start documenting your process. Right? This was really helpful.
For us when we hired is, like, just have well documented processes to share with whoever came on board. So they knew exactly what do and when, and that makes it really easy because it, you know, it’s a shorter runway.
Also for certain jobs, like, when you hire them out and you hire, like, say, research, for example, you’re hiring someone who is a research specialist, the runway is way shorter because they’ve already done so many projects. They work with so many different copywriters. They know different styles, and they’re really easy to work with. So that makes it that makes it much, much simpler too, which is why I’m a huge fan of asking your network peripherals, about people that they really enjoy working with.
That’s great. I think, I’d love to know, who those trusted people are within our network and, you know, building out maybe a directory of those people that we could turn to.
And then I think the last thing is out outside of the network is upwork or any of those places, reasonable places to go to from your experience.
Yeah.
Early days off of business, you hired a lot of people off of fiber. It was really great, especially with things like video editing or, like, quick graphic design jobs and illustrations and all of that. I’ve never personally heard from Upwork, but I’ve heard of some great people out of work as well. Like, people have had some great experience, there.
So Also, there’s a site called hire my mom, hire my mom dot com. That’s a that’s another really quick like, I her first hand from peers who’ve had great success, finding excellent people there as well. So, yeah, I would definitely say that. And Again, for, when you’re looking to hire, it would be great when you if you could, like, ask in the group and, you know, like, hey, I’m looking hire a VA or looking to hire an editor, does anyone have references, or referrals to, you know, kind of send my way.
So, yeah, we could obviously absolutely do that.
So just in terms of a source for for hiring, I’ve been in the ten x freelance copywriter group for, like, years. And anytime I’ve posted about, like, subcontracting opportunities there, I’ve gotten a ton of responses So, again, it, like, when I’m saying, like, there’s people who are already trained in, like, the copy hacker has approached to research.
You know, so you’re not, like, fully educating somebody who’s never heard of VOC or or something like that.
Exactly. Great idea, Katie.
I have, like, two questions up on this call.
Sorry.
Sure. Sure. No. Alika, give me just a minute. I wanted to answer Hannah’s question also, and then I’ll come to you.
So Hannah asked in the chat, I feel like an order for this kind of model to sell really well. You need right for tier clients on the list. Currently, my smallest list is a mix of people in my target audience and copywriters slash service providers. I wouldn’t engage my service for this.
So, for this, you mean, the package you currently have Hannah? It’s Hannah here. Yeah.
Hello?
Okay. I don’t know whether it had us here or not like Sorry, Elythea. I was about to ask, like, just get more clarity from from Hannah about her question because I saw that come up a short while ago. We let Hannah come back to us. I wanna get some more context around that.
Why did you go ahead?
Oh, no worries. So I have two questions and one is I’ve been, like, Two months ago, my dream was just a contract for operators because I wasn’t called with one of the leading operators right now. She’s a co she’s a coach of Galaxy. And then she told me her story about subcontracting subcontracting for another operator.
So the the thing that you’re all talking about research I wanna share the other side of the story that what Abby just said that the the research was all done for me, and I’ve really struggled with that. When I sat with the writing part. Like, because I I did not I had not done the research. Like, I had not gone and done the interviews.
I struggle a lot with, like, reading through all those heaps and heaps of transcripts.
Then, And although it was like an airtable and very organized, but I struggle with coming up with big ideas and specific VOC, which So how how do you overcome that when you’re writing and when the research is done? Like, do you read it again and again or especially when the the product or offer is not very familiar to them.
Okay.
So here’s the thing. So my research process essentially includes the VLC, which is your you know, survey data and your interview transcripts and your kickoff call transcript and all of that. Right?
But then the second part of my research is offer optimization where I go into their offer, and that is something I still do. It’s like I go through their I work with course creators, right, and coaches. So I essentially experience their course or service firsthand to get, a direct look at how a student will experience it.
So I am familiar with the offer of what with the research document as well. Like, here’s the thing, if you get them the way you would want it to be presented the way you kind of use your, like, how do you package your research so you present it to the client? And, you know, or how do you package your research so you use it?
Either which ways If you let your research, you know, assistant know that this is how you would want it, you would be starting with a done feed document. Would you have to read it Yes. But you don’t have to read all of the transcripts. I’ve I don’t read the transcript unless, of course, I wanna kind of double check something that, you know, or I wanna kind of get some more insight on a, you know, a particular, messaging area.
But or you don’t have to go through the surveys. You’d yeah. And the kickoff call is with you in any case. How our researchers can is done is I do a fairly in-depth kickoff call.
The client fills out an in-depth questionnaire, and then our research assistant takes over, does the interviews, survey responses, forum mining, coming through, like, competitor analysis, all that the research assistant does. And then they presented in a format that I wanted them to present it in because that is how I’ve been, you know, approaching my research. Like, after I’ve done all of this, I put it into, like, a fairly hefty document divided into, like, the usual sections, you know, your pains, wants, etcetera, etcetera. And then if it just yeah.
So they basically shortcut all of that for me. But it’s not like I don’t know the product because I do know it because I’ve gone through it. Sub contracting is different because you may not have contact with the client themselves. So I because I don’t subcontract, I can’t really speak to that experience.
And I have another question. And that is, like, I’ve been about hiring from day one. Like, even if it’s only been a year, I’ve hired multiple multiple things and also so what I do is, and I felt a little bit of resistance here. So when I hired for the first for three or four times. It was a higher class, bio class thing. And then I realized that I, I needed to add test like, so I added, like, a test project and or just just to see, like, if they’re fit for this job.
And there, I feel like some, like, beginners opt in for that, and then they don’t qualify.
But then the people who are actually doing great, they don’t opt in for that because they think that that, like, you know, I’m that other spammy because they’ve opted for other test projects and been, like, they’ve they’ve been born out for that. So how how do you deal with that? Like, how do you How would you approach that?
Because when I’ve hired someone with a test project, it has been, like, if someone is really qualified, it has been really beneficial for me through, like, clicking out the perfect person instantly.
But how do I encourage someone to do that? With all enthusiastic.
You you cannot.
It depends on the person who’s applying for the job. Right? Like, you cannot do the job of generating enthusiasm for applying for something for them. You can make it simpler and easier by laying out everything that they would have, what they would what you would expect, having clear expectations, also highlighting why they should wanna work with you and what what’s it for them, that kind of a thing. But beyond that, like, whether they decide to do a test project or not do a test project, essentially, up to them. Right?
I mean You recommend, like, doing a mini sales pages thing that that also walks them through, like, what’s in it for them?
No. I just do like a regular job ad. Like a well written job ad would be fine and as long as, you know, it just kind of you don’t need to sell them on sound working with you and for you to pay them. You need to sell them on, you know, the here’s why we need a test project here’s how it’s gonna help me understand and, you know, the the skill level you have and the expertise you have.
And, you know, the, you know, whether we’d be a good fit working together. So, so yeah, I would go with that. Again, full disclosure for us test projects have been for when we hired from Safe Fiber, and that test project has or up we are not work, but I would say if you have, I believe, wanna start with a single project, like a small project to see how it goes, look at turnaround times and all of that In other cases, how we’ve worked with it. It’s been with social media managers or VA’s or content support assistants or graphic designers or research assistants or, you know, editors, it’s always been we start with one project.
So we just do, like, one project, like a full project and see how that goes. Worst case scenario. It may help go really well, but then that’s just one project. Right?
And you’d never work with the contractor again.
Touch with. We’ve been very lucky. We’ve had a couple of, like, instances where we’ve not, you know, like, we’ve had, like, I think, literally say a couple of instances. But where, you know, contractors haven’t have dropped the ball have, like, literally ghosted us after, you know, saying yes and taking payments.
So, yes, it happens. But we’ve been very, very lucky with our team of contractors that we work with. So, yeah, very grateful for that. It’s been I know because it’s it’s hard hiring.
I completely agree. Thank you. That’s very helpful.
You’re welcome. Kaye said I color code everything by team. I think it’s a matter of figuring out the presentation in a way that works for your brain. Exactly.
Like, do you approach your research? Like, I always would categorize it into different categories. I needed it in, like, a Google Doc format. It’s presented to the client and like a very beautiful PDF, but I needed it like that.
And that is exactly how I get it, which makes it so much easier. So you need to figure out, like, when you are working on a copy project, how do you approach your research? Do you start by, like, going through everything and but do you document everything? Like, where does where does that documentation happen?
And that is what you need someone to do for you when they’ve done all of the other parts of the research.
Okay, Hannah, I had a couple of questions around context for your, you know, what you said about, I feel like in order for this kind of file to sell really well. You need to, like, right fit target audience clients on the list. So when you said your, your current list is a mix of people in your target audience and copywriters who that wouldn’t get your service with this, but you can still sell to people in their target audience. Right?
And then you say they’re assuming your package. Correct?
So I’m just I’m just saying that, like, I haven’t done much of this kind of setting because I feel like my list is so It’s not such a big list, but it’s like mixed of I have some of the right fit lines in there and some not. So I would have to do you segment when you send out when you have Yes.
Yes. I would feel like when I’m going to send out this kind of, to do such a fun, I would have it first focus on growing. Like you said at the beginning, going to list with the right fit to help people on the list. Yeah. I would say that too, and I would also say that segment you’ll list right away. Like, if you’d know you have a mix of charter audience clients. I would, again, do not wait for when it reaches a decent number, segment them right now.
And let them know that, hey, you know, I if you are a whoever your target audience is, if you’re this, you know, and would like to know more about what I have coming up in twenty twenty four, like, right now. So, you know, just click here and my email automation would do the rest. That kind of thing, and then you just tag them. So you have that signal building away.
Then you can set up your sales sequence to go to that segment. Right.
Cool.
Katie had a question.
Sure. We’re a little over time, but if everyone’s cool with it, we can stick around and answer Katie’s question about creating a package. Go ahead.
Okay. So I think, like, this may be beyond the scope of this call. So feel free to, I’m like, I’ve got today to to work on this kind of thing, but, my current audience is like coaches, experts, course creators, and Through conversations with Joe about my Red thread, we had talked about, like, what I currently do being profitable signature offers, so a lot of for optimization, like core messaging and sales pages and and funnels, but wanting to create some IP that’s applicable to a broader audience potentially into ecomm I can like see all of the big picture of that, but just when I think about like a q one sales plan, I’m totally lost on what to sell to my existing audience now that also allows me to be like ticking the boxes on our you know, our, like, towards celebrity status, spreadsheet because it feels like I would have to be creating content for the business I have now and creating content for the future business, which I just don’t have capacity to do.
So I guess my question is like, do you have any tips on the packages to bridge that gap or like finding kind of the overlap in the Venn diagram between where we are now and where we’re, like, hoping to go in the in the context of this program.
Oh, oh, I think you’re muted.
You wanna you are sorry. You wanna start working with e commerce businesses on their the entire profitable offer suite. So their offers and then their sales copy on their emails. Is that right? And right now you’re working with coaches and course creators on a similar thing.
Yes.
So there’s your overlap. It’s the outcome. Right?
Like, it’s the Well, I guess it’s not my question.
I guess I’m like, do I because you work with course creators. Do you Like, if I want to go as big as this, like, if I wanna go as big as possible, is there space to do that in the coach’s course creators realm, or do you think that it’s easier to have a, like, bigger outcome from the bigger pie that is e commerce.
You are asking the wrong person because, like, I believe, yes, there is a lot of scope in the coaching and course creation industry.
It honestly, we could we should have this conversation in Slack as well, but the point is, like, I feel like there’s a lot of the coaching and course create create an industry. You don’t wanna just look at your marketing coaches. Right? You wanna look at beyond that like this. So much learning happening. There are courses for for equine business owners. There are courses for, you know, like, in all the finishes.
That’s one of the reasons why I, you know, never need to down per se to something like a specific as I write for female marketing coaches, you know, So Yeah.
So, yes, there is. Oh, is e commerce a more profitable, Leech?
Maybe, maybe not. Like, define profitable. Right? Right? Is it profitable for you? Is it profitable for, in terms of, like, the people who are hiring?
Like, what is yeah. I mean, like, for me, I feel like it’s very profitable.
Okay. And also from, Katie, the other deciding factor for personally for me is also the the stress level when working on a project. I find because I’ve worked with with EdTech, where you have, like, multiple state stakeholders. I have also worked with e commerce as well. So I I work a lot of e commerce intact.
Before I focused, kind of focused on the coaching industry.
I find that stress levels in this industry way less because they’re very fewer stakeholders in the project. Right? It’s usually the person behind the brand and maybe they’re OBM and maybe someone, you know, like, a CTO or a marketing person, but Yeah.
Yeah. Yeah. Probably it’s moved much faster.
Okay. Thank you. That’s all really good food for thought.
So I’ll be I’ll do in Slack on this as well. Yes.
Please. Please. I, you know, yeah.
Tag me and post it in Slack, and I’m, like, I love coming up with packet ideas. So, yeah, happy to help.
Christopher’s last question for the day, SLP, do you pay them? Have you ever yes. Yes.
Have created them myself and lately have had, like, our community concierge. I totally is transitioning into full time research right now. So she created all one of the SOPs for the person who will be coming into the community conflict role because she’s been doing all of it. Right?
Like, so, it just made sense for her to document everything. And she’s also documented. She used to do our comment content, support thing as well, like the blog post uploading and, you know, sending out the email you said, all of that. So she’s documented SOPs for for all of all of that.
So but the initial SOPs that I gave her were created by me. So when you do bring in someone, you could you can definitely have that conversation with them that, hey, I would love for you to document your workflow and your, you know, the whole process as you go along so that it becomes easier for us to know how things are going, and if there are any gaps, then we need to fill them. But, yes, you can do it both ways.
Both. Thank you.
Awesome. Everybody, great call. Great seeing y’all, and I will catch you inside.
Worksheet
Crafting Application Funnel Questions
Crafting Application Funnel Questions
Transcript
Cool. I’m excited to share this one.
Application questions. I don’t think they get spoken about very often or at all. And, yeah, when you really think about it, right, they’re like a critical piece of copy, especially in, like, higher ticket, funnels, whether it’s for selling services or coaching programs, and it’s, like, this intermediate piece between your main sale space, if it’s, like, sales page or a webinar or a VSL, and the sales call, it’s like this middle thing. It’s kinda like the middle child of hot ticket funnels, do middle child actually lack love or is that just a myth? I don’t know. Have have there ever been studies done on middle childs or middle children?
I don’t know, shoulder shrugs. Anyway, this is for now, the middle child of high ticket sales funnels, and we’re gonna show some love. So that’s my invitation for you is to show the application, question some love, and your own funnels, and your clients’ funnels because they deserve it. And people make more money when they write good application questions.
So that’s what we’re gonna be talking about. This is how it’s gonna go down. I’m gonna set some really important context on this one because there are some specific nuances around the way I do things, and it’s not necessarily applicable for everyone and everything you’ll ever write for. And then we’re gonna talk about it from the coaching, the conversion perspective.
So what exactly are we coaching on your application questions?
We’ll go through a template, which of course as hyper intelligent people, you could definitely assume creative control on your own and not swipe question for question.
But yeah, use your own conversion backgrounds and orientations to really make it your own. We’ll go through an example. And then Yeah. I invite you to see how and where you see yourself applying it either in your own business or for clients.
So a little bit of backstory.
Or doctor awkward or how I learned to stop worrying and love the sales call. So I’m doctor awkward, by the way. Like, I am the doctor awkward, especially on sales calls.
I don’t have that, like, sleek and smooth, smooth high ticket closer vibe, I kinda just, like, show up and I’m casual, and I hope it’s chill, and sometimes it’s not chill, and I get all sweaty, not nervous. Just like, I don’t wanna be doing this. I don’t wanna be having awkward conversations because I’m already having awkward conversations, like, eighty percent of the day. Don’t make me have another one.
So that was me. And no sales scripts really used to, vibe with me, right, like these highly orchestrated questions that would disempower people and then obviously dealing with price objections. Right? Like, I’ve never wanted to nor have I, you know, gone into people’s, you know, financial histories.
Like, I could never ask people, like, what credit sources do you have access to? Do you wanna sell the gold watch that you inherited from your grandfather to buy this program? Like, like, no to all of that. So a lot of the sales call things that I disliked were in my view, for lack of better word, let’s call them handicaps, right, things that I needed to, Yeah.
Needed to play a more winnable game around. So that was really kind of where these questions were born. It was like, how can I use these questions to set up a better and more optimized sales environment for myself, because what I was really good at, and what I loved doing was I loved helping people make really good decisions that made a lot of sense for their businesses, and that was really good? Had answering questions well authentically, and in a way that made sense, I was really good at helping contextualize people situations, their problems, their desires, things they’re working towards, things that haven’t worked with my program, right, and seeing how these things kinda mesh together.
I was not good at, once again, was money objections, right, getting people, ask that resistance, right, or doing these massive presentations of here are all the components on the program. Like, yeah, I’ll do that on a webinar. Right? But I couldn’t do a sales call where I had to go through a program overview and a pitch every time.
Like, that sounds and was so exhausting. Right? So this was about playing a winnable game because I was a product creator and service provider first, and I still am. Right?
And a high ticket closer and borderline sociopath last. So I had to play a more winnable game on sales calls. And that all started with the application questions.
This really came into focus for me from twenty twenty one to twenty twenty two.
When I had a higher ticket program called automated intimacy, that I think started at three grand, and then we had some packages that were five figure investments. Right? And this this was the first time I was taking a lot of sales calls for my own program, and I learned very quickly what I want to optimize for, what I didn’t want to optimize for, what I certainly didn’t want optimize for as a product creator and service provider first was a ton of calls, a ton of calls that didn’t feel good and a ton of calls that went nowhere. Right?
So this was really kind of the game I was playing for myself to make sure that every call, felt fruitful, felt powerful, felt relationship building, and ultimately yielded a positive result for myself and my potential client. So This was automated intimacy. This is that program I ran. We’d ran three cohorts.
My business partner off from twenty twenty, yeah, twenty twenty, twenty twenty one to twenty twenty twenty two. That’s a lot of twenties in there.
And when I was preparing this, I was just looking back at some of those older stats. Right? And across these three cohorts, we had sixty four total calls.
Only one no show, and it wasn’t because there was some elaborate gift that they would get and showing up like they didn’t need to bribe them to show up on calls.
You know, I think it was a very simple pre call email sequence, you know, in a reminder sequence, but only one no show. Right? So that kinda points to the safety being created on the call, which is one thing we’re really gonna be talking on the session, how do you create safety on your sales calls so that you reduce no shows. And ultimately, we had fifty five enrollments on the sixty four calls. So fifty five positive outcomes out of sixty four calls.
Math eludes me today. I think that’s somewhere around, like, eighty two, eighty three percent. So Not bad. But of course, let’s create some context.
So this was used on a very warm internal list where there was existing trust. So this is probably not going to be the best approach for cold application funnels where they don’t really have the trust or the buy in in you and therefore the willingness to go through what could be perceived as a bit more friction on your application. So this is recommended for program creators and service providers who, I’d say, want to create an appropriate level of friction and filter out pretty much all the poor fits before you waste time and energy on a call that is essentially not gonna be a fit and gonna be dead on arrival and gonna be one of those things where, you know, it’s hour on your calendar, but you’re already kinda thinking about it forty five minutes before, and then you need to kind of recover after if you’re introverted like me and go for a walk and take a shower and listen to music.
And it’s pretty much like a four hour half day investment for sales So, you don’t wanna waste four hours, right, about least mental and emotional energy and thinking about it energy on something that is unlikely to be a good fit. And once again, this is something you could use for your own offers, and or for your clients. So this is something that I’ve bundled into some packages that I’ve created prof created for clients, especially webinar funnels that have pointed to masterminds, write VSL funnels that have led to applications for higher ticket programs, simply asking them, right? Like, you
know, what application are you currently using? Can I take a look? Right. That’s part of my intake process.
And if I feel like their application is causing friction, right, I’ll ask questions. Right? Like, what’s your, no show rate? Like, are people showing up for your call, and this is where I get to dig deeper into problems within the problem and solve for them with better app location. So really good thing to integrate into, declined services as well, especially if it’s relevant, especially if you’re helping them sell higher ticket services, masterminds, coaching programs, etcetera, etcetera.
Cool.
So, yeah, context continued. So this is really an extension of my coaching of the conversion ethos, which is a fancy way of saying that every touch point in your funnel matters. Right? If I’m going to ask a reader, or a pre customer to experience anything, whether it’s written or video, it needs to be intentional.
It needs to have a place. It needs to serve a pre precursor for the final conversion. Otherwise, it’s just noise. Right?
And the more noise you have obviously the less they’re going to absorb the vital points within your funnel. So your application questions absolutely matter. They need to be crafted with intentionality and have purpose behind everything you’re asking.
Not just asking questions for the sake of asking questions, not just having you know, seven questions because you think you should have seven and you’re filling space. You know? Every question matters. You’re orienting their mind in a certain direction with everything you ask.
So having that level of intentionality, as part of that coaching the conversion ethos And in my view, the sales process and the sales conversation itself begins in earnest on the application page, right, intent is there. Right? If someone clicked through onto an application, there’s existing intent, and you get to guide that intention a little bit further down that line towards the conversion. So this is really where that sales conversation begins.
And done right, you’re essentially pre framing the sales call, right, like how that is gonna go down, the information that you’re gonna be talking about and sharing all that sales call. There’s so much that is pre framed just from the application.
It’s a great way to prevent no shows so that you don’t end up, you know, in sad, solo, zoom rooms, you know, wondering why you’re in the Zoom room alone, right, on, you know, Wednesday at two PM with someone who is supposed to be a great fit for your program but decided to go So creative preventing those moments on Wednesday afternoons and generating momentum towards a point of no return, getting them bought in and invested before you’ve even had that Zoom caller that sales call with them. Cool. And then this is my favorite part as captain awkward. Right? Great application questions give you really good starting points on your sales call. Things about them that you can mirror back and say, this really stood out for me. Can we talk more about that, or can you share more about this?
Instead of just asking them how the weather is in Cincinnati.
I don’t know why I’m picking on Cincinnati. I have nothing to gain Cincinnati But I don’t really care what the weather’s like. Right? And everyone knows.
You don’t care about what the weather in Cincinnati. So why would you ask for it? So this really helps you in having authentic starting points for your conversations, great questions, reveal information that allow you to begin calls on, yeah, really cool starting points. So most applications, I hate over generalizing, but most applications do nothing but really ask in some you know, uncloaked way, right, if you have money to spend and are ready to spend it, literally.
Like, I don’t know if you’re gonna be able to see my phone on the screen. But I was just like, I was looking for a Facebook ads person recently, and this was one of the questions. Can you see it? I don’t know.
Yeah. So it essentially says, are you ready to invest in yourself and your biz right now? I only move forward with calls if you’re ready to commit within the next thirty days if we’re a good fit. You know, yes, let’s go.
Not yet. It doesn’t say the price. It doesn’t say anything. It’s act essentially asking you to consent to a blank check.
Which is so frustrating. Right? So no. Of course, I’m not ready to make that commitment of that investment that I’m not even sure about.
And we’re gonna talk about yeah, the reasons behind mentioning your price on the application a little bit later. So, yeah, so much more we could do on our applications, your application auto work far harder than just qualifying someone if they have money to spend and we’re gonna do that through coaching the conversion. So stellar application should and could And maybe I’ll even say must. We gotta chat.
The number of sarcastic responses I’d have for that person, I know. Right? I said them all in my head, and I’m like, oh, I kinda wanna say them all. Right?
So I got I got, like, stuck in not knowing what sarcastic response to sent. I sent nothing at But, yeah, like, it’s frustrating.
So Stella App should have them reflect on why you, so have them selling themselves on you before you’ve even gotten on the call. Have them prove to you why them, so this ties into, the exclusive exclusive empowerment concept in ten x launches and ten x sales pages if you’ve come across that.
So essentially have them qualify themselves to you.
Build trust, magnetism, resonance, so that if it’s going to be anyone, if they’re gonna hire any copywriter, if they’re gonna hire any Facebook ad specialist, it’s gonna be you because there’s that resonance built in already.
Require investment of energy inside and time. Right? So I error, like my application aren’t short as you’re gonna see in a moment.
You know, I think the one that you’re gonna see in a second hopefully took people close to twenty, twenty five minutes to fill out, which is a lot of time, especially for, like, people who are busy professionals and really solid business owners. But the question I kept asking myself is, like, what’s fifteen to twenty minutes if the program will involve, you know, dozens of hours over multiple months? Right? So it’s like a way of qualifying right off the bat, are they willing to put in time as long as they are feeling confident that there’s gonna be an ROI in that time? So, great way to filter out for people who give really short brief answers that really say nothing, that tell they’re just trying to get to the end of it as soon as possible.
Not shaming those people. I’m totally one of those people when I’m just filling out applications without any truths in severity, you know, or true desire. Right? So I should be filtered out of that funnel. Right? I’m not serious enough to make that investment if I can’t take a bit of extra time, like sixty seconds of mindful focus to answer a question fully and accurately.
An application should give them a chance to feel powerful, resourced, capable, confident, and empowered. So these are all favorable states for making larger investments. So this is something that I could, like, have a really long, anal discussion or argument with other marketers around. Right?
I don’t think, especially for higher ticket investments, that you want people buying out of fear, like fear of consequence, fear of missing out, fear of, you know, staying stuck. Right? To me, that isn’t the ideal emotional architecture of someone who invests five grand, ten grand, fifteen grand. On a programmer mastermind.
Right? I want someone experiencing these questions and then experiencing the sales call feeling these states. To me, these are the states that are most congruent with these larger investments, especially larger investments where they’re going to be poised to get an even better ROI out of it. So I love creating context on my questions, on my applications for, having folks feel these states within, right, before getting on the sales call.
An app should also begin mentally and emotionally integrating your into their situation, life, or context, which sounds complicated, and the example that you’re gonna see, how easy it is to do that. And also, once again, give you plenty of material to question them on, mirror back, celebrate them for. Right? It doesn’t even need to be, like, unpacking something they said. You could just honor and celebrate something that they had on their applications. Hey, this really stood out to me as something awesome. I just want to congratulate you on that.
To me, that is authentic, legitimate. Rapport, not, you know, caring about the weather in Cincinnati.
So this is what an app should do and could do We’re gonna make the super practical by going through.
I don’t know at all. It becomes fifteen points.
Such a cool number, fifteen point sales page, fifteen point application questions. I swear I don’t have, like, a secret affinity for the number fifteen. Just keeps happening.
So let me stop this here and we’re gonna actually, you know what, I’m gonna chat out the Google Doc here as well so that you have access to that for later.
And any questions before I pull up pull up, the Google Doc, or are we good?
Perfect. So doc is in the chat. You can save that, make a copy.
And we’re gonna go through the format for these questions, and then the questions I’ve used myself on that application funnel that resulted in one no show. I still don’t know where that person went. Right? I’m at. Like, I really hope they’re okay. I should have followed up. Make sure they’re okay.
But yeah, let’s do it.
Cool.
So fifteen point framework for application funnel questions.
So first one, Very basic, relevance. Am I in the right place, calling out your segments with specificity so someone knows without any doubt that they’re in the right room, that they’re going to have a potential payoff to filling out this application and investing their time in it. Relevant. So a recent recent snapshot as it relates to the goal and program, resourcefulness, number three, right, connecting them to that sense of power, resourcefulness, pride of accomplishment, relevance, and integrating what they’d like to achieve with you and your program, Relevance around the problems they’re experiencing that they want fixed, relevance, and selling themselves, what gives them confidence that you specifically can help.
And then we flip it. Right? What gives them confidence in themselves? So the three exclusive empowerment qualification questions, ethos, right, for residents around your way of doing things, Number twelve is any remaining friction question.
So the questions you have that you feel may create the most friction usually save those for last. Right? Once there’s already all this momentum, all this investment around the first ten or eleven questions, yeah, but the most friction based ones for last. And then I have three, what I call transparency alerts I haven’t seen, Anyone do this.
And I don’t know why. It’s been such a well received thing. People have literally talked about this on sales calls. Like, thank you for including that.
Thank you for saying that. So one of them is going to be about essentially creating a sense of ease and safety on the call. This is where you defend against the no show, really assuring them, right, that it’s not going to be high pressure without saying this isn’t gonna be high pressure. Right?
Because no one believes you when you just say it like that. Yeah, this is where you can use some copy to create reassurance, to create safety.
The second one is really about creating your own safety and your own boundaries. Right, knowing who you want to work with, who you don’t want to work with, this is where you get to really state that boundary and see if they consent to that, if they’re a match for it. And the last one is price transparency. So I’m a big fan of price transparency, especially if you’re a solopreneur selling your own program. If you don’t have a big sales team, if you don’t want to spend a lot of time on a lot of calls, managing price objections. I love.
I just feel so much more confident on a sales call knowing that they already already know the price. Right? That’s just a personal thing. When I know that they already know the investment level and they’ve chosen to be there, I just feel so much better.
And another thing I’ve experienced both as a consumer and from clients I’ve worked with, right, is that if they don’t know the price, there’s a part of them that almost doesn’t want to be bought into your program where it doesn’t feel safe to feel desire for your thing because that desire is attributed to an unknown price investment. Right? So they’re gonna be a little bit more guarded, not necessarily wanting to give themselves fully to the desire, to the excitement, to the possibility of working with you. Whereas if the price is known, if the range is known, That’s out of the way.
That’s out of the room. And if they’re on that call, the focus is really gonna be about making sure they’re a great fit. If there’s going to be a great athway towards that ROI and making sure there’s resonance. And to me, that’s what it means to play a winnable game or sales environment that you want to be able to participate in fully.
Cool. So let’s take a look at how this played out on this automated intimacy funnel. Right? So the first question was really about relevance.
Are they in the right place? So what’s the best way to describe your awesomeness We had multiple choice. You know, number one, I’m a data service provider, copywriter automation specialist looking to level up my skills, differentiate from the crowd, and add high profit product type services to Mustact.
I’m an experienced coach consultant course creator actively marketing my programs to my audience, more three. I might be a newer coach consultant course grader, but I want to set up the most robust marketing and automation foundation possible that will set me up for scale, and I’m ready So very easy for people to see themselves on the page.
All three of these are essentially, people we would qualify. Right? We just wanna make sure that they’re choosing the one that says, yep, that’s me. And the rest of this application will be relevant for me.
Next one, give me a taste of what the last sixty days have looked into your life and business. So for me, the recency aspect is the most important here. Right? Like, I would even go with thirty days.
Like, I want to know who I’m going to be experiencing right now. Right? Like, I don’t want biographical data of, like, what they were doing three years ago or two years ago or even last year, especially in industries where things change so drastically and so sharply.
I want that recent snapshot.
So, yeah, that’s also about creating that relevance to make sure that they are experiencing, movement towards that goal and friction with the problem that my program solves and that that is active, right, happening right now, not something that might happen in the future, or something that happened, like, two years ago, and they still haven’t had movement on it. But, yeah, something they’re actively working towards right now. Question number three, what’s the most exciting and expansive step you’ve taken in your business over the last month or two? So once again, recency, recency matters so much.
And this is really about making sure that, like, they are capacitated to take action, right, that they have some degree of movement and momentum. So this is really about qualifying them to some degree. Right, making sure that they can connect to their power, their resourcefulness, some pride of accomplishment. I want them to feel proud.
Right, of things they’ve done. I want them to feel connected to their ability to do really cool things and get results out of them. So this is really the state that I am trying to engineer with number three, and number four, probably one of the most important questions on this application The phrasing is very specific here. So what are the most vital, heart pounding, business and life achievement you’d like to whiskey or kombucha clink to with us in the next few months.
Right? So it’s like, these are their goals, but it’s very clearly with us, right, inside our program. So this is about tying their goals with your program or your service it’s really subtle, but it’s also future pacing them inside your program where they could celebrate those wins with your guidance. So We’re this in a less clunky way whiskey and kombucha clink is really tough to say out loud, and I never wanna say it out loud again.
But the corp piece of this, right, is like Thai excitement.
Right? Big things, big, desirable things they want. With you and your program. Married those two together, and you’re gonna be setting the stage for them to future pace themselves experiencing those within your presence really powerful stuff.
What do you currently perceive as your biggest misopportunities, leakages, or inefficiencies in your marketing or sales process So very specific languaging here as well. Right? I’m not necessarily looking for those, like, big bleeding neck game points here, like those really big things. I’m looking for kind of those, like, smaller details that a sophisticated business owner would be aware of.
Right? So it’s not necessarily like and I know in my copy, training. I talk a lot more about, you know, Roma burning moments, right, moments of moments of highest tension. This really kind of gets a more expansive view, right, of their motivations for joining.
So, like, what are the leakages, what are the inefficiencies? I don’t wanna be a savior to someone, in my coaching programs. I want to help them seize opportunities and make good on this stuff in front of them. Right?
So this is just a way of framing that question.
And then we move into them selling themselves on you. Once again, this is most relevant for warm list internal lists or you know, I’d say a cold funnels if they’ve gone through, you know, a webinar that would give them some sense of this information and an ability to answer it accurately. But get them to reflect on it. Right?
What gives you a sense of confidence that we might be able to help? Really cool. So they get to start thinking about what really did resonate. Why do I trust this person, and they make that real for themselves?
What resonates about the concept of automated intimacy? So at this stage, I think I already had a PDF guide. I had already done a webinar.
People who are on this application are people who’ve gone through that process. Right? So once again, them selling themselves on a process. Like, why are you interested in this? Right? This gives me a lot of information to mirror back on the sales call and is also really good for, voice of customer data, voice of prospect data, in this case, for your future launches.
Then exclusive empowerment qualification.
Okay. So this is where we go so much further beyond, right, just qualify them based on, you know, are you ready to invest? If you’re a fit, are you going to invest without me even telling you the price. Right? There’s not there’s no way someone can answer that in a way that feels good and empowering for them. Right? So this is where I wanna create questions where if they say yes, right, or if they’re giving, you know, eight on tens, they build their own confidence as they qualify.
Right? So on the scale of one to ten, how confident are you in your or your team’s copywriting abilities? Not only do I want them to feel a confidence boost and putting a seven or an eight or a ten, I want them to feel like they’ve cleared a hurdle that not necessarily everyone else can. Right?
And not only that. It’s all only about how they feel. This is me playing a winnable game where the people who are entering my program. Right?
I don’t think people can have success in automated intimacy unless they have at least a decent baseline of copy skill Right? So this is so important for me to legitimately qualify, potential, prospects or potential members and it’s good for them to clear that hurdle and feel good and confident about it. And then same question about your tech and automation abilities, And then another question, do you have team supporting you and copy automation page builds, or are you rocking these solo? So, yeah, just some questions that they can clear that hurdle of being a good fit being poised to get that result or things that might, you know, signal something that on that sales call, you may wanna ask them about Right?
And this happened very frequently. Like, I’d have people who would say somewhere like, you know, a five on a ten five on five on ten on copy. Right? And I’d be able to go deeper on that topic.
Right? And that might mean that I included some bonuses or included some extra copy coaching sessions or copy reviews copy audits, to really support them in that process.
So eight to ten qualifying them and also making sure that they’re a great fit for your program, giving them confidence to have cleared those hurdles.
Eleven, really light, ethos based. Right? Do you believe that taking the time to explore the nuances of ethical marketing in South Strata is a solid use of time, yes or no. So anything to create resonance on an ethos level is something you could have on eleven. And then twelve was our kind of Big friction question. So all the tech walk throughs of automated intimacy were built in active campaign. It was really best suited, I’d say, for active campaign users.
Even though the concepts could, of course, be translated to any system.
But that was kind of like our big friction question. Right? So, you know, we ask that at the end, do you currently use active campaign? Or if not, would you be open to migrating?
In the end, Yeah. We didn’t need people to be on active campaign. They were smart enough to make it work in in birdkit and HubSpot and all sorts of other programs. But, yeah, biggest friction question, save till the end once there’s been all this momentum and investment already made, leading up to it. And then the transparency alert. So number one, designed to prevent no shows such a waste of time and money, showing up for calls where your prospect goes on you. So demoralizing.
So transparency alert number one, your call will either be with myself or Phil, aka the co founders of automated intimacy, we’re not hired gun salespeople or closers, but we’re damn good at knowing if AI will be the right fit for you because, well, we created it. Is that cool? Yes or no? Right? So this is creating safety.
Transparency alert number two, this is about stating our boundaries, people we just don’t want to work with. Right? So we do best with self sufficient entrepreneurs and business owners who don’t have some urgent life or death problem. That they need us to save them from, yes, solving problems is cool and something we’re great at, but helping you scale up these new ops and get from great to f and epic is where we love to play with us on that.
Yes or no. Right? So this is where we protect our own space from people who need us to save their businesses, right, and all of the pressure associated with that. And then the final one, the big one, the price one.
So, yeah, no discussing it and no use hiding it in my view.
The investment for AI ranges from four to fifteen k depending on the level of one on one support. You would most that would most serve you at the stage. If you’re a solid fit with a clear path to an ROI, are you empowered to make the time energy financial investments without stomach clenching fear maxing out your credit cards or sacrificing your enjoyment of spa days, shiatsu, massages, and organic grass fed steak. Yes or no.
Right? So a few techniques at play here. Right? Like, I do enjoy, mixing humor with what could otherwise be kind of a charged and contracted questions.
That is more of a technique thing, injecting some humor into this type of question.
But really this is about creating that safety, right, where they can give a very real and true Yes or no. Right? And I feel so good. Like, I remember when these applications would come through.
Like, part of me would almost, like, immediately, like, scroll down to their answer, of question or the transparency alert, because if I saw, like, yes, there. Right? Like, I just got excited about that call because I just felt like this was a call where I can show up and serve this person really kind of contextualize their situation with what we’re doing inside our program and be fully focused to, like, create that pathway, like, how can I make this person five times that investment in the next three months? Like, that was a really empowering question for me to enter these calls for knowing that they were already aware of this element.
So once again, a lot of people would disagree with being transparent about price. And there may be very good reasons not to. Sometimes. Right?
And, you know, to me, if you’re going to talk about price and ask people if they’re empowered to make a decision, say the price. Like, Don’t do this one. Right? This one kinda sucked saying, you know, are you willing to write a blind check?
But in most cases for a service provider, where someone at least senses the value you’re bringing, right, and the stakes and the costs related to their problem.
Like, you shouldn’t have a problem stating your price. Right?
And if they’re going to have a lot of resistance to it at this stage, You know, obviously, they’re gonna have resistance to it on the sales call and how equipped, willing, and even to some degree desiring are you to have, you know, thirty minutes or forty minutes around price objection. Right, around asking them about how much money they have in their business account about their sources for credit, about, you know, making and this is where you kinda get into the territory, right, of, like, guarantees, right, that you didn’t wanna be making, right, as well as making promises that you can’t necessarily always keep.
So I don’t know. I feel like transparency alert number three, being very clear on the price. Really sets things up for clean sales call, and one where you get to stay, more likely in your zone of genius. So, yeah, that’s what I have on these fifteen questions.
This is a long application. It doesn’t need to be this long I encourage you to see kinda more of the methodology around what we’re coaching throughout it. You could certainly shorten it, depending on your audience.
But yeah, start being mindful about your application questions, what role and what role they serve in your overall sales process and how you could actually have it, move the needle in some key areas before your sales call and also set the stage for type of sales call that you feel best participating in. So that’s what I got. I think we got twenty more minutes for conversation about how and where you might see yourself applying this. Any questions? And Yeah. I’m gonna take a sip.
Great stuff, Ry.
I you gave us a little bit of of a hint of what the sales funnel looked like. Could you map it out a little more clearly just so we have a better sense of where this all comes together. Yeah. For sure. So we launched this one three times each funnel looked a little bit different.
The first one was a webinar to an application.
The second one was, well, webinar sales page. So we had, like, the application button on the sales page.
So, yeah, they were either coming from a webinar, a long form sales page, or I think we also had it in the PDF guide, which was like fifteen page, like, really thorough breakdown of what was inside the program. So these people were product aware. For the most part, they were really kind of sold on the ethos of the program.
But yeah, great question because that context certainly matters, especially if you’re gonna be asking people like what resonates most about, you know, the program.
So, yeah, thanks for asking it.
You’re right. Since you have such a familiarity now with my seasonal sale kind of packages and ideas, just off the top of your head. I know I’m putting you on the spot, but are there any because obviously this was more of a, you know, for mastermind and all that kind of thing. But for a service, are there any other side notes or anything we should know if we were going to do this for example, to sell a higher ticket package or something like that, a productized service?
Yeah. Of course. I think Well, I guess I’d start my question with a bit of a cheat question and ask you, like, how your application currently looks, you know, what you’re currently doing there.
You know, honestly, what I’m currently doing there is it’s I think it’s the exact same because I I wasn’t happy with my form play I think I was doing type form but so I send them right now. It’s the same application as my contact us. It’s not It’s not specific to the seasonal sale. So very little and not targeted at all.
Got it. Yeah, I think that aspects I would certainly borrow from are qualifying them very specifically around their trustee or team makeup or whatever is needed on their end to be able to implement what you do really well and get results from what you do. Right? I think, like, that’s the biggest piece for me.
It’s like, if I were you, I would wanna make sure that anyone I am getting on a call with or creating a proposal for is at least well situated in their business and their team makeup. To work with you. So, yeah, I think that that would be, yeah, that would be probably the most important part. And then, obviously, like, this can blend into, you know, their current list size, right, their current sales volume, you know, amount of, like, SKU numbers, like, just things that matter for what you do, essentially.
Cool. Cool.
Ryan, when we have, some more time to review the doc you shared with us and as we’re creating you know, there’s just, I was trying off the top of my head to come up with, well, what would I ask right there? I’m not sure. So as we’re coming up with our own questions for these things, can we, tag you and just throw ideas and get your feedback a little bit?
Yeah. Of course. Please do. Okay. I love that. Yeah. Cool.
I just I’m not good off the top of my head, especially the ethos kind of thing.
I struggle with that kind question.
And so I can’t think of any right now to throw at you otherwise I would.
Yeah. And I mean, there’s certainly, like, audibles that you can call for your audience. Right? So, like, ethos matters a lot to my audience and my list.
Right? Like, they’re mostly you know, smaller business owners, service providers, and, like, they’re humans. Right? And I mean, I know everyone who buys us human, but, like, you may not ask that question to an ecomm company unless you can really see clearly that they would share resonance around a certain belief or a certain way of doing things.
And that may tie in, right, especially I think you mentioned on a previous call that, like, you want to own that how did you word it?
I don’t wanna, like, butcher your Oh, the Bernae Brownos?
Selling stuff that part?
Yeah. That selling stuff is good. Right? Or Yeah. However you worded it.
Oh, yeah. Oh, I know what you’re talking about.
When I went on my tangent about there seems to be this, oh, selling products is just encouraging people to acquire stuff, but Right.
I wanna fight that with products solve problems.
I think so. So, like, that’s a really cool ethos. Right? If there’s a way to articulate that in a clean way that matters and would resonate with your potential buyer? And, yeah, of course.
Okay. No. That’s thank you. That helps. Actually, now that’s got my brain. Okay.
Cool.
How would you, one of my recent leads, it’s This is always the one when you have it’s fine when I have an e commerce company in my head because that’s clear. But then when I have for example, I have a a fractional CMO reach out recently and do my latest project with and so I’m not you know, it’s her client that that’s an e commerce client and all that. Do you how do you modify when you know it’s the client of the client? Know what I mean?
When it’s the client of the client.
Yeah. So if I’m talking to someone who owns Yeah. I think she’s considered her own agency but yeah that’s always the one where I’m sitting there going. Oh, if I could just think of one person if it’s if I’m talking to the marketing person or the the CEO or whoever it is at a e commerce, then I’m good. I can think of that one person. But when I started getting more CMO and this whole fractional thing, I was like, oh, I I struggle with thinking two people, but making a common anything, really.
Yeah. Is the fractional CMO the one who’s really kinda making that decision or you know, and evaluating the process?
Or Yeah.
Yes. But she still has to go to her client and say, look, I found this person, this is why I think we should hire. And then they give the yeah.
So it’s that kind of relationship.
So I I are on the side of catering it to the CMO. Because unless you first sell them, you’re not getting to that next level anyway. They’re not gonna bring it bring it to that second stage.
So I think, like, It’s two phase. Right? Like, you definitely wanna cater those initial pieces of your funnel and process for that CMO. They’re the first gatekeeper. They’re the first CS you have to have. Right?
Yeah. Yeah.
And then sometimes, like, A really simple question to ask, right, is like, what will empower you most to take this conversation to the company. Right?
Oh, yeah.
And allow them, right, because that process could look different in many different contexts depending on their relationship with the company. So it’s like, what would help you be most successful in going to so and so with this. Right?
Yeah. Yep. That’s great. Thank you.
And and let them share that with you so you could be really collaborative in getting it across the finish line. Okay.
Cool.
Thanks for those questions.
Alright. Anything else for today or shall we wrap it?
I’m good. I think we’re I think we’re good. Yeah.
I just got ISBNs for my new book. I’m excited. Yeah.
Oh, did you how many did you get?
So Maybe you can correct me on this, like, in Canada, you get them for free. Right?
You do. And it as an American, it’s so far. Trading because we have to pay for every single one.
Yes. You do. I’m like, they’re like, how many do you want? I’m like, a hundred.
So, yeah.
Yep. And I thought it would take, like, forever to get them, but only took two days even over the holidays.
So Oh, nice.
Time to rest.
We had to wait.
We had to wait for Joe’s for a little while. So that’s good. They’ve gotten faster.
Yeah. Yeah. So I don’t know. I’m gonna write a hundred books now to use all my ISBNs and not feel like, you know, I was greedy and frivolous and asking for a hundred ISBN.
So Oh, but if you think about it, there’s if you think about all the different formats and files you could have for one book, It’s surprisingly a lot. So Oh, totally.
Yeah. Well, I’m I’m stacked with ISBNs now, which I’m really happy about. So Yeah. Awesome. Cool. I definitely wanna talk more about, yeah, your publishing experience at some point because it sounds like you’ve done significant amount of that.
Oh, yeah. Happy to yeah. Abby and I actually were talking about that recently. So and I think Joe said that we would, at some point, when there’s enough people wanting to talk about it. We would. So, absolutely. But, yeah, reach out.
Really cool.
Awesome. Well, great hanging with you, Jessica Randall. And all those watching on the replay. And, yeah, enjoy the rest of your week. We’ll talk soon.
Worksheet
Justifying Your Copy
Justifying Your Copy
Transcript
Today’s workshop is on justifying your copy and minimizing client pushback.
And I’m keen to note for both of you, how are you justifying your copy with your clients now? Is it a process of popping on a Zoom call? Are you doing Loom, walk cruise?
Comments in Google doc, something else?
So for me personally, I don’t really have a specific process yet. I’m I’m kind of in the process of doing that. So I have quoted prices over email. I know that’s terrible.
I’ve also quoted prices over, like, a call.
I’d say about, I don’t know, fifty fifty.
Like, I’ll have the same amount of success or lack of success in both.
Okay. Alright. Cool. And this is for pricing the project rather than, justifying the copy once you’ve written it and presenting that copy to the client. Is that right?
Yeah.
Yeah.
Yep. Okay. And what about when it does come to presenting the copy to your client or submitting the copy? Do you have a process around that as of yet?
I don’t really have a process around that, but it generally is over a call or if they’re too busy for a call, then I’ll at least send them a video justifying at least some of the sections or or the approach.
Perfect. And what about you, Stacy, if you’re sandwich free?
I, schedule I call it an approval call. So I schedule an approval call and I present to them live on the call and make changes live on the call. I I My goal is always zero changes. And a lot of the time I hit that, and sometimes I hit just a few changes. And most of the time we get them done on the call, I have a few instances when there is, with enterprise clients where there are a lot of people involved and that usually has to be done in a Google Doc situation, just because of the nature of the the client and the way that they work but I try to avoid those if I can.
Perfect. I love so much that you frame the call in a as an approval call. I think that so clever, and we’ll talk a bit about framing in this workshop, but I think that’s genius.
And for either of you, I’m wondering, is there a place where the process of like presenting your copy feels uncomfortable or sticky or you are getting a lot of pushback or are things sort of relatively smooth smooth sailing. Let me know.
Let’s do some of the first I tend to, as I said, I shoot for zero changes, and I tend to get people, that have a a very positive response.
You know, even as that says on my website, sometimes people cry when I present their copy. So, Michael, have you do happy dance.
Perfect. I love that. And it’s the best feeling, hey, when a client has happy tears, he’s like, cool. I’ve nailed this. This is great.
And it’s not what about for you? Any uncomfortable or sticky sticky parts that you’ve experienced so far?
Generally, that happens a lot when the client is not too involved or doesn’t isn’t very communicative.
That’s why I can tend to get some pushback in the sense of like, we just don’t like this or maybe like this one get approved.
Lines related stuff. Usually, if the client has been like really good to deal with throughout the project, then by the end of it, I I I’ve never really had pushback on the topic itself.
Perfect.
I love that you brought up the phrase. We just don’t like this. That is Neema most frustrating if that is ever to hear from a client because it’s like, okay. Well, we need to talk about this need to unpack it. You know, we need to about how this copy is informed and crafted specifically for your project and your goals.
So, I love that you brought that up because that definitely I have a tax client that I I presented to recently.
Yeah. They they weren’t even interested in getting on a call, so I had to loom video most of it.
And and some of the feedback I got back is that like, the owner just doesn’t like it. Like, it’s a tax firm, redesign of the whole website, and he’s just like, hey, I’m just not gonna do the section period. So, like, Give me something else that I can plug in here. So we got stuff up.
Oh god. Okay. Alright. Cool. We’re gonna talk talk about those kinds of comments in this workshop too because I know that they can be incredibly frustrating, not an enjoyable part. Of working with a client and also often a really big roadblock to getting your best copy out into the world and performing as you’ve intended. So, we’ll definitely dive into that.
I think the thing I wanna start off this workshop with is just by really clearly stating the benefits of being really proactive and your approach in terms of justifying and presenting your copy rather than being reactive. So getting on the front foot, and a sort of nipping objections and push back in the bud before they arise rather than waiting for the client to tell you that they don’t like something, they don’t like how sounds. I’m not sure about how it’s gonna perform with their people, etcetera, etcetera, and then having to get defensive about that process. So Stacy, it sounds like you’re all over this, and Adnan, it sounds like it depends a little bit on client, and you’re still sort of finding the right, process in which to sort of set this up. So let’s talk a little bit about that.
Now the main reason that it is so beneficial to be really proactive when it comes to, justifying and presenting your copy is because of something called the confirmation bias, which you’ve probably heard of before, but in case not, it’s the tendency that we all have to search for and interpret information in a way that confirms our pre existing ideas and beliefs, while simultaneously dismissing any information that doesn’t.
So in terms of how this comes into play, with, copy and, presenting it, etcetera, here are some examples. So if you have a client who comes to you with the belief that good copy is written, so for example, that copywriting is more a creative process, that it’s more about having a really correct grammar, or having words that sound nice.
That’s gonna be a client who’s likely going to have, a lot more questions, resistance, etcetera, to the copy that you present, because as we all know here, good copy is assembled. Right? It’s pieced together through that voice customer research process.
It’s really informed. It’s much more a science than an art. So just an example there power client with that first belief is probably going to present more challenges, in the justification process than a copy with that second belief.
As another example, because I saw in Slack, that I think it was Abby and maybe Kate. I can’t remember now, who noted that, one of the most common, stumbling blocks they come up against when they are presenting their copy to their client is the question of length, like this is too long.
So if you have a client who comes in to work with you with the existing belief that the most effective sales pages are short and punchy, perhaps because that’s just what they’ve seen from brands they admire, whatever the reason it might be, they’re someone who’s again probably going to be a bit more of a challenge to work with than someone who comes to you with the belief that the most effective sales pages match the ideal prospects level of awareness and are built accordingly.
As a final example, if you have, a client who comes to you hiring you as someone just to get the job done, so this copywriters can help me get my website up live or get this email sequence set up and ready to send versus someone who comes to you, because they see you with an expert.
Again, they’re gonna be someone who’s gonna be a bit more resistant to, some of the copy that you’re likely going to present them with. Because they don’t have that base level understanding that you’re an expert in what you do. So of course this last point really, folds into and works alongside of everything you guys are working on inside of CSP at the moment in terms of really building your authority, finding your red thread, etcetera, and hopefully, if you haven’t already had the experience over the next few months, you’ll start to have it more often when people come to you, so when they’re coming to you as an inbound inquiry for working with you because they’ve heard you on a podcast or they’ve seen your article promoted somewhere, or they’ve heard great things about you in some community that they’re part of this is going to be, in most cases, a much smoother process in terms of having your copy approve with no changes, because they’re going to come into this relationship with the expectation that you’re an expert, you know, your stuff, you know, maybe I don’t fully understand you know, what you’re saying about this headline here, but I trust you enough, and I trust your knowledge enough that I’m happy to go with it and at least test it.
So Hopefully, as you can see, it’s not just your justification about the copy in the moment, whether that’s, on a zoom, in a loom, or in a Google doc, that matters, but it’s also the content you publish and promote the public conversations you have. So for whatever social media forms you might be on any interactions you have there in the public sphere that people can see, sort of, how your brain works, what your expertise is about, things about your process, about where you’re coming from with your approach to the specific kind of copy that you write, and it’s also the way you handle your sales and onboarding that really helps, first of all, act like a bit of a siren call to people who, are open to or share the beliefs that you have about what makes copy effective, and also help really setting that bias in your favor so that when it comes to presenting the copy that you’ve assembled for them, you know, they’re more, likely to look the evidence that confirms the belief that, okay, this is voice of customer.
And I know voice of customer data is really key in conversion copy.
So it’s all of these things coming together.
So if we start to look at this, in this much wider lens in terms of, okay, so if we’re starting this conversation and helping to set this bias with our clients and our prospects from the very beginning, from our marketing and how we position ourselves, you know, it’s really important to do that because again, if you do the work from the beginning, you can actually set the confirmation bias in your and your clients are gonna look for evidence that confirms what they already think and know and believe about your expertise and the copy that you’re writing.
Now one of the best ways to start doing this is through a skill called framing, and Stacy, your example of even naming the calls, approval calls. So when you’re presenting your copy, that is such a good example of framing because what that does is that the frame of reference for the call as, okay, this is the time and space where we’re going to just approve the copy. It’s like a check, a checkbox process. It’s not like a call where we’re going to talk about what you like and what you don’t, it’s me telling you what works and why. So it’s what really simply framing is just a way to set the scene or set the focus for what’s follow.
And as well as doing this with the copy itself. Of course, you can also do this with how you position yourself.
So as an example, obviously, I’m the mindset coach here in CSP, so some things that might be relevant for you guys to know about me are that I spent three years lecturing various psychology and psychotherapy subjects at a university here in Sydney.
I have a bunch of various articles and publications in which I’ve been quoted as an expert source for various psychology and psychotherapy, topics, and I also have a lot of hands on experience working with counseling and therapy clients, you know, in real world scenarios, and have also managed various counseling practices too over the years. Could tell you that stuff is a way to frame my expertise, or I could tell you other things about myself, like the fact that I’m once dressed up as a fart, that I didn’t get my driver’s license until I was thirty two years old because I hit a pole in my first, driving test when I was seventeen or that I have a thing for getting inside of boxes.
Now, obviously, the lot of three examples, don’t have any bearing on my expertise or the value I bring to the table but they do have a bearing on the perception of that, right, how likely you are to actually trust my expertise, and see me as the right person for the job. So obviously a bit of a silly example, but I just wanna share that as a way to illustrate that effective framing isn’t about changing the facts. It’s just about shining the spotlight on the right pieces.
So to help you think about how to do this in your positioning, and I’m sure these are questions you’re already thinking about as part of the red thread process and as part of planning out your authority building for the the coming quarters, you know, what expertise and experience do you have that qualifies you for the work you do? What is it about your process that gets gets results, because often if a client can buy into your process and your way of working, that goes a long way too in helping them understand where copy is coming from, and the process behind actually getting that on the page.
Another question for you to mull on too is how you can communicate or leverage or already from the first point of contact with your prospects or clients. Right? So how can you make sure in a way that’s not arrogant or annoying that this client knows that you are a really qualified, expert in the specific field in which they’re looking for assistance with. So thinking about all these things, and being able to communicate those with your prospects and your clients from that sales and onboarding phase is really going to help you when it comes to presenting your copy.
As well as using framing to really present yourself and position yourself in the best light.
It is also often helpful think about some copy specific seeds you may want to plant, again, through that, content marketing, through that sales process and through the onboarding process.
So for example, you might want to be talking about the importance of voice of customer research and how to leverage that data in your copy.
I know that when I first discovered conversion copywriting back in, I think it must have been twenty seventeen, there was a phase there where I was moving from tackling copy as a more creative process to obviously, doing it as a more scientific process, with or the data involved, in getting everything really on point.
And because I was still at that stage working with clients who were viewing copy as that more like creative, like, writerly kind of process. It was a bit of a hard sell with voice of customer to begin with, obviously that changed as I leveled up and my clients also leveled up. But if you are sort of in that phase now, one thing that I found can be really helpful to help a client who’s never heard of the idea of voice of customer before to help them buy into, you know, paying you for your time while you’re engaging in that research process is to say something like, hey, remember the last time that you were in a room with someone, and they said the exact same thing you were thinking.
Like in that moment, didn’t you feel like you had an instant rapport with that person? Like, wow. We’re on the same page. Like, you understand me or you felt validated in what you were thinking about because other person has just voiced it, you know, they are the kinds of things that really good voice of customer can do in the relationship between you and your prospect.
So bringing that concept that’s quite nerdy versus customer, right? It’s quite jargonistic. We obviously know about it as copywriters, but the average business owner may not bringing that into a really relatable metaphor can be a really good way to get buy in. And again, when we’re talking about, you know, framing and planting seeds and fitting that confirmation bias in your favor, if you’re able to really communicate the value of that, then when they hear you talk about, okay, I hear this section here, like ninety percent of this is just raw voice of customer data, you know, look at the way it really, you know, speaks it in such an emotive resonant way, etcetera, etcetera, they’re more likely to accept that and you know, be happy for that to make it out into the wild rather than, look at that and say, oh, that the grammar’s not right, or, you know, it doesn’t sound doesn’t sound so nice.
Could we just change this word, so thinking about things from that perspective?
It might also be useful given that copy being too long seems to be a key objection for some people in the group, planting the seed that your copy’s length is far less important than its performance. Right? No copy ever performed well simply because it was short or simply because it was long. It’s a decision that you, the expert, will make as you do the research, as you understand the prospect, as you understand the offer, as you understand your clients’ voice, etcetera, and you bring all that together into something that is best designed to hit their goals for the project.
You may also wanna talk about the value of testing and optimization for the simple fact that I think you know, while, of course, we can present copy that is as informed as it could possibly be and is ideally going to perform well there’s almost always room for improvement. So once it’s out in the wild, once it’s been tested for a while, being able to optimize and tweak, and increase conversions in, you know, some some way shape or form. So I think the more you can also talk about that, the more likely it is that a client will be amenable or open to you saying, look, this is, what I think is going to work best.
Obviously can’t be a hundred percent certain of that, but I’m hundred percent certain that this is what we should be testing to begin with. They’re more likely to buy into that to be okay with that to come along for the ride, I guess, rather than pushing back, and turning your copy into something that looks very, very different to what you’ve actually written in the first place.
Let me get down a level and talk about some handy skills that you can use to actually justify your copy. So when you’re having those conversations with your clients, think it’s always so important to reinforce the why. So to join the dots between what you’ve done and why it matters. So, you know, how this decision with this section here or this header here or this CTA being where it is, how that’s actually going to serve your client’s goals. Because what that does is clarify what’s in it for them, and of course as human beings, they all like to know what’s in it for us all the time, and therefore increases buy in. So magic phrases here to use are things like so that because that wave, which allows us or which allows you to. And as an example of how this can look even in a Google doc, because I know that not always do you have the chance as you’ve both mentioned to actually get on a call with your client live, and walk things through.
This is a half day rate that I worked on with the client. It was only a couple of months ago. Yeah, we got September.
So my Google docs, in these situations where there’s not time to do, a a call to get to get everything signed off on, my Google Docs are littered with these kind of explanations. And you can see here, like, how much y is in this one. So These are all from your client intake forms under a great example of the voice of customer data we were talking about this morning by communicating your ideal prospects prostrations in their own words, a copy resonates with them more deeply, letting them know they’re in the right place and the struggles are normal and therefore solvable, Since you know exactly who you want to target for this intake, there’s no mention of the kinds of challenger studio owners outside of small town independent studios face. So things like franchising, high staff turnover, etcetera. It’s another way to highlight who the program is and isn’t for, so you spend less time dealing with people you don’t want to work with.
So you can see in that justification and explanation there, there’s so many reasons why what the client is seeing is right there on the page. And I think when you are able to justify things really clearly and link them back to the goals that you’ve spoken about with your client, obviously the chances of them pushing back on that are going to get smaller and smaller, and the chances of you being able to walk away without having to make any changes or any tweaks to your copy then having that copy go into the wild and performing really well, like they’re all really high. So just an example of what’s explaining the why it can look like.
I have also found, for me and for a lot of my coaching clients as well, it’s incredibly useful to use metaphor, to help explain unfamiliar things. So, for example, the voice of customer metaphor that I gave for, you know, when someone has said something that you were thinking at the exact same moment. So the idea here is to liken something unfamiliar to something that’s inherently known or understood.
Because that provides a really compact and memorable way of expressing unfamiliar or difficult concepts or ideas, and it also leverages the power of a known experience So it aids understanding or buy in in a way that literal explanations can’t. So jargon often is an enemy, I guess, in the justification process because if you’re not speaking in terms that your client knows or understands, it can be really hard for them to, like, feel comfortable understanding what you’re talking about, and therefore putting that out, you know, with their business attached to it, putting that out onto the internet or into letterboxes or whatever, wherever your client is using that your copy and your marketing Another metaphor that I think can be helpful, and this is particularly when you’re having conversations with a client about the length of copy or copy being too long can be, okay, imagine that you’re a fly on the wall at say a car, a car yard, and you’re watching one salesman, having conversations throughout the day trying to sell cards to different people.
Imagine if that’s if that salesman was having the exact same conversation with every single person who came through the door, you know, because your sales page is your salesperson for this offer, you know, there needs to be a bit of nuance in there and there needs to be enough information that your ideal prospect can come in and get what they need to make an informed decision. So this page isn’t this long just because I wanna force everyone to sit at their computer ten minutes and, and, you know, and read the whole thing, it’s this long because it has the information that your prospect needs to make that informed decision and to make it confidently, whether they do want to take the step, whether that’s joining your list or signing up to your thing or buying your product.
And you can also talk here about the fact that as a copywriter, you’re leveraging things like section heads and appropriately placed CTAs to give people the pathways they need when they might need it. Just like the salesman at the car shop, car shop at the car yard, will also probably give different people different ins and outs to taking that next step. Would you like to have a test drive now? Or, okay, well, should we sign the papers? So thinking about that too can just be a nice way for people to understand why something is the length it is.
As a very small example, this is taken again from sales page. I think from a day rate, I think it might have been last year, but the client was asking for the FAQ section, what do you think about having them be in drop down menu form, versus having all of them and their answers on full display. And I’ve said option two for sure, FAQs are such a missed opportunity on sales pages, it’s a last chance of persuasion, not a simple bucket for WES and Watts.
If it helps think about the last time Lovely faces are blocking there we go. You searched, for information on deliveries and returns.
Chances are that page had more questions or bits of intel than you needed, you probably would have scanned down to find what you were after. And if the piece of intel you needed wasn’t there, chances are you abandoned your cart rather than going to the effort of contacting the store. So again, just a way of putting, your point across in a way that’s really relatable and easy to grasp for your client, that going to increase the chances that they’re going to be very happy with the decision and the justification that you’re presenting them.
You can also put put it back on them. So in cases where you get a request for a change, or you’re just like, oh, this is a terrible idea.
You’re asking a question. So for example, how many of your prospects do you think would understand this word with the intention of getting your client to realize or articulate something you already know or suspect This can be such a handy skill to use, because it’s far more powerful than simply telling them because it’s helping them draw their own conclusions about something rather than trying to tell them what’s correct. So when delivered with curiosity and not SAS, stiff condition, logic, objection, and create space for new understanding, So as an example, this is from a sales page I wrote years ago, the client said, thanks, Kirsty. It looks great. Wondering what you think about weeding this in somewhere in the section that’s describes the course, the watchful lighthouse for your next level.
Obviously, not a great phrase, and not one that I would wanna have on a sales page, but they’ve said our previous contact manager came up with it and it’s on a lot of our collateral.
So my response here was I’d love to hear you talk me through it so I can help you make the right call. What does it mean? What will someone think or feel when they read it? So this is me putting it on them rather than telling them straight out what I think, and the response I got was, you know, Amber and I sat with this neither of us could answer. I guess it’s about keeping an eye on obstacles, but that does seem like a weird way to say it. Let’s scratch it. And great because that meant that they basically justify themselves out of making a change was not going to aid the copy or its performance.
A final pep talk before we can, discuss things in more detail and get into any nitty gritty or specific scenarios you two have. The truth is that you can’t control what your client decides to do with the copy you present, but you can control how you justify your work so that it has the best possible chance of making it out into the world as intended.
So in those situations where you have to work hard to make your case, mull on this, Ultimately, will your client be happier if they get their preference or if they get results? And I think keeping this in mind can really help in those situations where your mindset gets a bit wobbly if you’re put on the spot to justify something, you know, remember this, they’ve hired you to get results, not to be a yes man or a yes woman.
Remember that you’re actually on the same team as your client, so don’t be afraid to remind them that hitting their goal is good for your business too. Right? Of course, you wanna provide them with copy and strategy that’s going to help them be a really great case study for you because that’s great for them, and it’s also going to be great for you to leverage in your as a case study or a testimonial or social proof or whatever it might be. So I think keeping these things in mind can be really helpful and take some of that fear and some of that heat and some of those nerves out of any of those conversations where you are in a situation where you’re on a back and forth about a particular piece or section of your copy.
Alright. Any questions or any specific situations you wanna troubleshoot?
Hang on. Let me escape this so I can see your faces in a bigger way.
There we go.
Any questions, guys? And don’t feel obliged. Don’t feel like you have to think of something, but we have lots of time and lots of opportunities. So if there’s anything I can help with, just let me know.
I just wanted to say that I enjoyed your, your take on all of that. There were lots of really good tid tidbits in there. So thank you.
Oh, my pleasure.
Is there anything else I can help you guys with, like, anything you wanna use? Cause we have half an hour still. Is there any time, like, anything CSP related that I can help you think through, talk through?
I didn’t come prepared with any questions. So I I don’t have anything on my mind that I wanna think through or talk through.
No. That’s all good. No worries. Well, I’m always in Slack too if you think of something later.
What about you? Yeah.
I don’t have any specific questions either, but definitely really found your talk beneficial. Like, I I liked how you talked about metaphor as well. I think the framing part and the metaphors are definitely something and, you know, it’s actionable.
So Awesome.
Good. Yes. And feel free to pinch those metaphors too. Like if they if they feel like they’re gonna work with connect with your clients, like, they’re all yours to take and use. And again, I just wanna say it’s tasty how much I love that you call your walk through call the approval call. I think that’s genius.
I’m gonna compliment you.
Thank you.
You know, I I can’t I can’t remember who I got that from, and maybe my colleague Erica. It was one of the I got it from another, another storybrand, certified guide who who used it first. So I can’t claim to be the originator of that. But ever since I heard somebody do it, I went, of course, why have I why have I not been doing that all along?
Yes. Genius. Oh, well, you’ve been to trace it to us. So thank you.
Yes. Everyone should do the approval call. I even have it. I mean, I, you know, here’s here’s what’s gonna happen. We’ll do this and then this, and then we’ll let’s go ahead and schedule your approval call. I schedule the approval call at the end of the of the intake call.
So Yep.
Perfect. I do that too. With all my calls from my projects, everything’s booked in as soon as they sign their proposal, just so we know what’s coming up when and what the purpose of each interaction is. Partly because of framing, but also because I’m someone who just likes to know what’s coming up next, and I love a good deadline.
You know, I do. I have one question.
You know, as I ninety ninety nine percent of the time, everything goes awesome. I had one client this past year who, you know, what what do you do when the lawyer starts editing your copy?
Not and not just because of legal review because, you know, I don’t know. They just thought that they knew better and rewrote everything.
So the copy that I wrote ended up being, like, ninety percent rewritten at which time I mean, I just kind of disengaged completely and let let them do what they wanted to do, but I’m curious how you would handle a scenario like that.
Yeah. So just to check, it wasn’t for compliance reasons. It was just No.
It’s not for compliance reasons. They were, one of the you know, one of the co founders of the company and just, you know, thought that they could write it better.
Yes.
I feel for you. I feel like that can happen. I’ve never had it with a lawyer, but with, yeah, co founder or with a designer sometimes, if the designer tells the client, but they think this will look better, you know, if it’s only if they take this section out, whatever, and you’re like, no. You need this section.
This is an important section. So I think the conversation there should be, you know, delivered obviously with tact, but something that communicates the fact that you know, okay, I, you know, I understand that you, obviously, you know, you’re tied so closely to this business as the co founder, like, I can really understand that you, you know, you want to really have a say in what makes it out into the world. I just wanna remind you that you’ve hired me for this specific job because of my expertise, you know, I would never try and advise you on on the legal aspects of your business. You know, at the end of the day, the call is yours.
Obviously, it’s your business, but the copy I presented really is the copy that I think will help you hit your goals in the best possible way on the timeline, you know, etcetera, etcetera. So communicating that kind of message, obviously the way you communicate it is quite important because you don’t wanna come off sort of combative and dismissive, but I think it is key to remind them that, you know, you’ve been hired specifically for the copy of the strategy, you know, you would never I would never, you know, when it’s a designer, like, you know, god, I don’t know how to design a sales page to save my life, but, you know, I would never try and advise on that.
So just remind them what they’re paying for, I think, is is really the best you can do. And, like, as you said Stacy, like, there are some situations, and there are some clients that are just gonna do what they’re gonna do regardless, but I think if you know that you’ve made the best case that you can for copy that you’ve written, like that really is where your control ends in that scenario, and sometimes you do just have to let it go, and it really sucks.
Yeah. Yeah. I have a another, another, colleague in the in the guide community who He has a thing. He calls it the push back once rule.
He will he will do his very best to push back once And then after that, you know, if they keep insisting, I mean, they’re the client. It’s their decision.
Yes.
You can’t save them from themselves.
That’s right. You can’t.
You can’t. And I think if they’re that kind of client, so, you know, you just kind of, yeah, you just have to roll with it and let it go as best you can I mean, the fact that ninety nine percent of the time you’re getting no or very few requests for changes or pushback in anything, I think that shows that you’re doing a phenomenal job?
So I’d say just keep doing what you’re doing.
And, you know, if you if you need help, if you get another lawyer who tries to step in, post something in Slack.
Hopefully, that’s not gonna happen again. Oh, man. I had I hope that that’s, hopefully, that’s a once in a lifetime scenario.
I mean, lawyers by nature. They love to redline things. That’s what they do.
That’s right. It was I’ll be like, yes. I’m in my, like, my happy place. Any lost questions, guys?
Not for me.
I’m okay as well.
Okay. Alright. Well, I guess we’ll end things there then. Thank you so much for showing up. It was nice to see you. Would love to see you both. Enjoy some time off over the next week or two.
And yeah, I’ll see you guys in Slack, I think I’m also doing a copy review tomorrow too because I don’t know if either of you will be there, but if you are, I’ll see you then.
Yeah, we’ll be in touch.
Okay.
Have a great day.
Bye. You too. Bye.
GPTs Actions and VoC Fun
GPTs Actions and VoC Fun
Transcript
So today, we’re going to, we’re gonna cover a few things. We’re gonna talk about first, I’m gonna answer your questions. There’s a a few people in the select channel to have some questions about, using the knowledge base and, creating prompts.
The most cost effective strategy to to use GPT and the tool that we recommend, I’m gonna go over that as well.
Then we’re gonna cover understanding prompts, the basics, Incorporating your knowledge base, I know there was some questions on that as well. You’re getting a lot of errors and whatnot when trying to upload your knowledge base. Then how to create actions, the different types of actions we can create and the different tools that you can create as well. And then we’re gonna end it off with some fun with, VOC research and how you can, quickly uncover the, those sticky messages and then use all that through the, conversion copywriting process. And if there’s any questions, just feel to jump in, that’s kinda what we did last time as well. A lot of this will be over the shoulder.
As well. So just, yeah, don’t hesitate. So first thing I wanted to cover is the So Katie, I had a question about, paying for pro and you’re working with your your VA right now. So, the tool that I recommend that you purchase is it’s called TeamGPT.
It just so happens now that there’s a lifetime deal on appsumo. So jump in and get if you can.
The advantage to this, and I’ll show you how I use it.
I’ll do it under here.
Think it’s under, nope, options.
Do do all bot research here it is.
There you go. So this is the sort of insider look on how it works.
The great thing is you can store all your prompts and you can work with your your VA. But more importantly, you can have a share folder, and then you can jump in and you can actually comment on the different outputs.
The great thing about this is that you can actually decide which model you’re gonna use, you can you can choose, the most cost effective that you wanna go with when you’re creating prompts or testing and whatnot, is gonna be your three point five turbo sixteen k. That’s what you wanna start with.
The, if you wanna get into more advanced stuff where if you wanna use code igniter, then you’re gonna have to use the the GP four turbo. But for most of the stuff, especially for your your prompt, testing and whatnot, you can stick with the the turbo. So this is an amazing tool. We use it extensively for our team You can you can create a team library of prompts, different things that you can do with it.
You can create your own personal library. And like I said, you can do some pretty cool stuff with it. I’ll get into this later. There’s actually something you can do instead of creating your own knowledge base where you can link to a website.
In this case, we’ll use a a Google sheet that’s been set to, edit, and then it’ll analyze the Google sheet and then you can have it pull data from that that you can use in your, copywriting as well. So, yeah, definitely the tool that I recommend, is this one, and you wanna grab it as fast as you can because I’m not sure how much longer it’s gonna last, but it is on app sooner right now for the, the lifetime.
The next one is, so creating your knowledge base and also how to use the the API assistant. Chris, I know you wanted to cover something on, prompt engineering. Was there a specific something that you wanted to cover on this?
No. It was mostly how to create prompts in the, In the what was it called? The the playground thing? Because I remember that you Sure. You used to create prompts in the playground and pay used to them in the GPTs. So, yeah, I was wondering, like, what makes the the playground so much better than the the normal prompting in CHA GPT?
Okay. It’s just the, okay, so here’s the playground here.
I can show you the process that I use for, for prompting.
Basically, it’s the there’s two things under this. There’s the chat This is just your typical, you you start with your what you want to happen under the instructions. You return your your the user and then you have the output here. I’ll show you the document that I use.
It didn’t come up, but let me open this up.
Bear with me.
And then there’s also, of course, the assistance. Now the main difference between these is that if you go with the assistance, you have access, access to code interpreter, and then also you can use your, custom, knowledge base. You do have to use the the GPT for the preview. If you go to the turbo, you’re gonna notice that you still have access to code interpreter, but you can’t you don’t have access to any files.
So that’s the main difference between you can use both, to create prompts. There’s no, There’s no difference between the two. I can show you the process. I actually use it in my case, a template when I create prompts.
I’m just gonna open it up right now.
And and and also, like, the the difference between, like, programming, system API and programming a GPT like, why are assistance API apart from the ability to use the actual API and stuff in the background, but what makes the, I don’t know, the customizability of the of the, yeah, building the GPT in assistance better than the GPT.
Okay. It’s all about, okay. We’ll get to that too. So this is the the the approach that I take for prompting, and it just and I can share this with everyone as well. But essentially, it’s just, you start, and this is an example when you start with your your basic prompt, And so, and then you have your output that you’re trying to achieve. That’s what I do, and then I just build on that in initial steps.
Until I get the input that I want, and then I’ll save that as a prompt inside of the the tool that I’m using. In this in this case, it would be team GPT.
You’ll get the same output if you if you use them. Like, you’re gonna get the same output, in this say versus the actually, no. This this is this is used as their, their chat PPT, language model. This it doesn’t it’s actually, I’m not too sure.
I’ll have to I don’t know if it uses that language model, but this one you can, have access code interpreter. Those are the main differences between the two. For testing prompts, I just use this. I use the the the chat for testing functionality.
And using Zapier or, if I’m gonna, you know, use, a schema markup or API, then I would use this one.
Does that answer your question?
Yeah. Yeah. Yeah. So it’s two two different functions. Basically like that.
Two different functions. Use this if you wanna, if you wanna access or if you wanna incorporate functions or if you wanna use a code code interpreter. That’s the major thing on this one. And then if you’re just looking for your basic prompts, just use playground because you don’t have access to, quote interpret or anything.
Yes. And and in general, you use these instead of the normal prompting and GPT in chat GPT because these are more flexible. Right?
It it depends. Like, it’s I’m having a lot of fun with with team GPT right now.
Yeah, it just really depends. Like, it’s not if, if I’m using functions or I wanna I wanna practice some automation or I wanna look at a large data set, then I have to use I have to use the playground because of because of the knowledge base, and you have more access to, you can add more files or create a larger knowledge base in this than you can with the GPTs. Right? So you have to use this if you wanna get into large files. But there are tons of limitations to this. Like, especially with the knowledge based limitations, like, you’ll you’re gonna notice there’s some people are are saying that it’s timing out.
People are noticing now that file sizes, especially for the knowledge base, anything over two hundred fifty MB, it’s really starting to struggle.
And it’s also not, it’s, its usage is dependent on your computer’s processing speed. As well. So it’s really not designed. Like, code interpreter is not designed for large, super large data sets. It’s it’s more for smaller data sets, you know, go in, do some quick analyzing. But beyond that, it’s people are noticing they’re they’re having a lot of problems right now. So that’s the and we’re you’re noticing people are seeing a lot of errors as well, and that’s the cause of it.
I had so many errors trying to to use the the GPT four. I just gave up, and then I went with the, the playground. I do have some, If you do get an error message and I’ll share the prompts with you as well, there are certain, things you can say before. Like, you can tell it to ignore the actual errors.
And then there’s a prompt that I have as well that when it made errors, I had it tell me the error that I made and then recommend how it can avoid that error in the future. So you just put that before your prompt when you’re uploading your knowledge base and it’ll fix itself beforehand.
Yeah. Yeah. As well.
In in the in the playground, do you also play with the temperature and all that stuff or or no?
Yeah. The the only thing I play with on in the, in the playground is the for temperature. I don’t wanna close all this as well.
Is I just set it to the main one here is main one that I do is temperature.
For me, it’s just factual. Like, if it’s like more FAQ or if I’m using it for, like, pulling an exact wording, I’d put it closer to zero. It just allows more, like, creative if you put it for higher dose. So I look at it as more factual. I put it all the way down, and it it’ll produce pretty exactly what I want in a sense.
Good question for you, Peter.
I was gonna ask, Shane, I’m noticing that where I had four in open AI, I’m have it drop down to three point five again. Do you know why that would be?
In in playground or which tool?
Yeah. Yeah. Open AI.
Oh, enter which one under assistance or or chat I I thought if you had four in all of them. I guess it would be helpful to show people what they know they have, like, just in what the I I’m still unclear about the different levels of, like, three point five k and Oh, okay.
You can. Here is the so here if you choose if you’re just going for prompt. You can choose your model here.
Yeah. Okay. So you have so the this one right here is what you can use for ninety percent of stuff as your is your, GPT three point five turbo. That’s the most cost effective. And it’s, like, the cost is maybe, you know, you can summarize a hundred word email for maybe four cents. It’s dirt cheap.
If you wanna get into more advanced stuff or if you wanna use code igniter, you have to use GP GBT four preview. This is the latest model that the kid they came out with, and that allows you to, and that this is more advanced. You can use it in the playground as well. But if you use assistance and you wanna get into function calling and you wanna create your own database, then you have to use, g p t four. You can use g p t three, turbo here.
It’s not a problem, but you won’t be able to use the, all of the functions with it. Does that answer your question?
Yeah.
And I think it was probably for people who don’t have or are getting into opening your eye. Like, you don’t start automatically with the four, though. You have to be able to get access to it. Right?
I’ve I don’t know. Is that is that the I had access to it right away. So unless that Yeah. They might maybe they changed it. But, yeah, I had access right away.
Well, maybe the I’d be curious if people know what they have.
Yeah. I actually see that.
You should have access to it. This this was recent recently. I know that a lot of the tools that I use, this just peered, especially under the the team, GPT. So check that out. But I only use this for, like, like, I don’t use this very often. If I do, I it’s it’s more tweaking stuff for the final output, like most of the stuff you can get away with with three point five.
Yeah. I think now the GPT plus, it’s closed. So there’s a wait list.
Yeah. They’re Sure. Yeah.
As well. Yeah. And then when they come out with new pricing models as well, like, it’ll a lot of things are gonna change.
Okay. So let’s talk. Yeah. Sorry. Go ahead.
Just to just do it quick. With the, the differences one of the differences between three point five, seven, sixteen k, Turbo eleven o six, just straight turbo. Is that what’s the do you know what the difference is between those options?
This like, the the the technical speak, no. All I know is that it’s, the latest model is is this one. It just improvements every every time. The those are different iterations.
This is the latest one to use for, the three point five, and this is the latest one for the GPT four.
Stick to these two and you don’t I don’t even know what the other I don’t pay attention to them. This one here, like, g b t four, is the, is is the model before the the GPU four eleven o six preview, but it’s more expensive, but it doesn’t have the same It has less functionality, but it’s more expensive.
So they’re probably figuring stuff out as as they go as well and different people use it. I know developers to complain. GPT four was just too expensive, so they released GPT four, preview as well. And then it it all boils down to the functionality, right, what you have access to.
Do you wanna create your own database? You have to use a certain model. But most of the time, just stick to this one. Your eleven o six.
So does that answer your question?
Yeah. Yeah. It does. Thank you.
Okay?
So next thing is action. So actions, the the whole thing with the the GPTs and and OpenAI’s playground is, you know, a lot of promises were made, and you can do some pretty cool stuff with it.
You’re looking at the following tools that are are coming out. One, you can use Zapier for your, your actions. That’s for your GPT itself.
There’s another one called Pabley Connect, which is Zapier, but you can grab a lifetime deal, and I’ll I’ll show you that as well. There’s make, which I actually set up an automation to show you how you can incorporate that with GPT and then connect it to your blog, and then there’s relevance as well. So we’ll cover actions right now.
First, I’ll show you sort of a walk through of an action.
This right here is a a patient survey. The this is giving you an idea on how you how you can connect everything, and you can sort of automate a lot of your your copywriting process. So here’s a quick WordPress survey. We send the patients, just ask the patient some questions, you know, what’s the problem, what’s the frustration, what’s the solution, click submit, Now what’ll happen is when you click submit, it’ll go through the system, and it’ll use make And here’s really the process that’s following that we’re using we just use a webhook.
I just sent the data to, to open AI. And in here, there’s a prompt, which I’m instructing open AI to take that survey and, to rewrite it, for, testimonial from my website using the copywriting formula problem frustration solution.
So, once it’s done, then I’m instructing Open AI or g p t. I’m using, I think it’s the three point five for this, then I’m instructing it to update my WordPress website.
Okay? So that’s just an example of what you can automate. You can start connecting things.
If you go here, it should have posted by now. And I it takes about ten seconds. So that just posted and then it’s taken that. And then, of course, it’s posted to the site, and it’s it’s I had it bold the exact words of what I wrote just to show that it’s pulling that in. So that’s an example of what you can do or how you can use it to really automate, to automate things. The the GPTs that they’re talking about, in the back end, the let me open this up right now.
Here the the GPTs where you’re getting into the create an action.
As of right now, you have to have some some, knowledge in order to use this, or there’s another option as well. This is called relevance.
And essentially what these are are, it’s API and then schema markup that you can download, and then you can so you can copy and paste it and put it inside of your your custom GPT here.
And, essentially, if you you look at it, they give a bit of a video here, on how it works.
So you you’ll click configure, create your action, and then here is where you’re gonna paste the schema that that they provide under under here, and then that’s gonna allow it to to do some type of function. But you can see it’s pretty there’s no way I I can’t even do that. Like, the developers are I hand it off to my developers and they they figure it out.
To to solve that, they’re coming out with tools like this where in theory, it’s like you you can try the template you can copy and paste the schema and put it into your your GPT to create that function.
The other option And if you don’t wanna go that route is to use Zapier, where you can, you can import Zapier. I showed that before. And Zapier does have direct integration with your your GPT four. The other option is to use what I just showed you, which is your your Pably connect or your your make, and then you can still do that automation that I’d that I just walked you through It’s not direct integration. It’s like you’re you’re still using a form of Zapier.
If you do go this route, make is a really good one, and, Pavli Connect is another as well. They do have lifetime access on this as well. They have some pretty good deals. So snag that if you can.
Do you have a bad question?
Pardon me?
Do you have a preference for one or the other, make, or public?
Make for, like, make its, relevance. Forget it. Like, it’s just too complicated right now. They’re they’re struggling right now with you know, the whole point of GPTs is that it’s supposed to be user friendly, create your own custom, but that’s pretty advanced. Like, there’s not so you’re seeing these new new tools come out that are trying to solve it. But it’s still, like, this this is pretty it’s it’s they haven’t quite yet.
My preference is either Pably or, make one of the two. Probably because it’s free, what, basically, if you get your lifetime deal and you can do a lot of cool stuff, user friendly is is is a make by far. That’s, you know, to build stuff, you can do it pretty quick and you can automate quite a few things.
Little more expensive though, obviously. Right? But the the main point yep. Part of me?
Well, if I’m using ZPR elsewhere in my business, could I replace that with make?
Yeah. It’s a zapier it’s the same thing. There’s no difference, right, between the the only the only advantage for zapier is that it has direct integration with the the GPTs.
You can do it at this level. You just insert some code. It’s like one one snippet and it’ll actually pull in all the the API calls. That’s the only difference. Then you can also use it just like Pably does as well. But it’s the same the the same thing. There’s no difference.
You can achieve what I just showed you guys whether you use make, whether you use Zapier or you use Pably. It doesn’t matter. Test it out.
Does the does the probably one time deal have pretty much anything, like, like, unlimited stuff or is it limited to requests?
No. It’s limited there. It’s unlimited. It’s, have the, I can, I’ll actually get anyone who wants to jump in and try it. I’ll give you access to my account, and you can have use it as much as you want. It’s it’s really is, like, they’re pretty cool stuff too. Like, you can see, they you can use AI to hear, like, g look at your reviews in rewrite them and post them, like, you can do some pretty advanced stuff.
Yeah. I’m thinking about replacing Zapier if I can get this for like, so that I can stop paying Zapier every month. And but also, it’s interesting I’m seeing in mine. I see three hours left and yours with one hour.
Yeah. It’s a this is, like, you get it’s one time payment, but like I said, I’ll I’ll I’ll give you access to my account. You can jump in and try stuff.
It’s the same. You can do the exact same thing with Zapier, but it just it’s lifetime. Right? You can save some cash.
Cool. It does it does this is actually probably a bit more advanced than Zapier. Like, there’s some stuff you can do. I’m just like, wow.
As far as number of integrations, do you think that it’s basically covers everything that Zapier has?
You’re gonna you’re gonna get the same thing or as API calls. The o the only advantage that Zapier has right now is a direct integration with, the but it’s sections.
Like, I tried it in terms.
Yeah.
Yeah. It has to improve every time.
Yeah. You got it. So that’s that’s the main difference between the two. Cool. Yeah, check it out.
Pappabbly is really good. Like, it’s starting to get a lot of traction, especially at all the the tools coming out of appsumo or, like, it’s they’re all integrating now because it’s it’s an up and coming and then just have a look at the videos and see what it does. You can do anything with You you can. I think it was Kate.
You asked you asked if you can create a spit draft with it. You can. You can actually import your survey data into OpenAI, use a prompt and then have it create a PDF document and create a spit draft that you can send to your client for approval. So you can do all that with Pabley quite a quite a bit.
You mean, sorry. I have to jump off after this. So can you just so it would be survey to open AI to a prompt, and then that would send the input to a Google doc.
Which informs my spit draft.
Yeah. You you can so what you can do is I I actually have it here as well. So under the VOC, you can instruct OpenAI.
Is if you’re using code interpreter is you can say produce, a a download a a word document that I can download, create a file. And it’ll create that for you that you can download as well. So you can do that with code interpreter. You can also do it you can ask it to produce a PDF file, and you can also ask it to do a text file.
You would just put it in the in the prompt itself, and then you would do that at, when you’re creating your actual that’s under the prompt here. Is you you would put out the end, create a, you know, make the I final output in a PDF file that I can download. It’ll give you the link.
Okay. Fantastic. And can we get access to, like, this prompt of yours?
Yeah. Of course. If I’ll give you access to, Absolutely. Give you access to the prompt.
I can if you want to help creating a prompt, then let me know what you want to create. And I’ll I’ll send it to my team and we can create it for you as well. We can jump on a call, of course. You need help.
If you need help, if you wanna learn how to do this, like, all you can work with, VIT. He’s one of the developers on that. He knows probably a lot of this better than I do. If you need help figuring stuff out or troubleshooting, let me know.
Alright. Thanks so much, Shane.
I’m gonna catch the best on the replay.
Yeah. No problem.
So any questions before we move on to some, some VOC fund to have some, that I can answer?
Yeah. I would love to do if we, you know, because I’m thinking probably as well.
If we got probably and then we had an over the shoulder video where we step by step, some, like, set something up, Sure.
Because I saw I’ll be honest when it comes to the integration, that’s where I’m finding the sometimes the steps of it are where you don’t know what to click. And maybe it’s easier on the other side for people, but I find this is exactly what my mind has to see it step by step.
Okay.
If, and specific, it’d be any, I’ll I’ll post in Slack, but any, specific actions or something, like, just put and then we can cover it. I can I can work with my team and we can we can set it up and and show you, but this is an insider? Look, these are all the different integrations, like choose the app. So let’s say you have active campaign, here, then, your next action is, you know, you can choose open ai here. Let me put, there you go.
And then it’s it’s yeah. It’s that simple. And then the beauty of it is is, like, the the whole thing about this is, like, pitcher OpenAI when when you choose this option, this is you still need to create your prompt. So what you’re doing is you’re sending this data to OpenAI, and then you’re using the prompt inside of this to instruct OpenAI what to do. And then you’re using another trigger Like, you get this is endless. You can keep on going, you know, post to this, post to that.
People are doing some pretty crazy stuff. And if you can do some pretty advanced stuff like API integration, right, as well, stuff that’s like it, so you can get pretty creative with this.
It’d be really fun to do some use cases that would support us as a group and then say, like, these are the five things you have to be doing as automation or you’re just killing yourself. Otherwise.
Yeah. Like, do it posts, automations that everyone wants to see. That would be helpful. And then We’ll build them out and share them with everyone. I’m happy to do that. Absolutely.
Yeah. Perfect.
So Okay. Let’s let’s, any questions on on, on this right now?
No. Okay. We’ll move on to, Vock research. Let’s have, let’s have some fun on this. Now, there’s different things that you can you can do, with this. And I’ll I’ll start with, team GPT and show you some examples.
Here’s the dataset that we’re gonna use. Now when you’re creating your dataset or knowledge base, you really want to one of the tricks is to, especially when you’re doing your customer surveys, is to be very specific or tell a story or line them up. Okay. So when we had this is actual data that we collected, and the way we structured it is we asked them what the problem was, then we we ask them how does that, make you feel the frustration we agitated it. And then, of course, we we ask the solution or outcome they want, and then we ask them to address any fears or concerns that, you know, holding them back from moving forward. So we align that survey, really, to a copywriting formula. And by doing that, you’re you’re getting a nice knowledge base that AI can work with because it’s all about patterns.
Once you have this data set, you can do some pretty cool stuff with it, and I’ll start with, what you wanna start with here from my state solution. Okay.
So the great thing about, I mentioned before with, with this is that, if you’re using a normal playground, you do have to upload your your knowledge base here. This is kinda wonky when you’re playing with it. The great thing about team GPT is that you you can insert the link directly. So if I copy here, as long as your your share access as long as it’s edit, then what you can do is you can put it inside, and you can paste it here.
And then you have your saved prompts here. So I’ll just go into let’s do this problem acetate solution fear, and I gotta paste this in.
So what this is doing, and I’ll share these with everyone as well is, it’s I’m asking it to examine the customer service survey data I’m asking it to, create a one reader, and I want it to organize that one reader by problem agitate solution in fear. And the ultimate goal is I’m gonna take this, and how we would use it is I would use OpenAI to push this into active campaign or CRM. So when the salesperson sits down with the, the patient that did do a consultation.
They would literally have in front of them the problem that they’re trying to solve, how it makes them feel, the solution they’re after, the outcome they want, and then the exact hesitations and concerns to address you can see how it’s pretty powerful.
So you paste that in, and what it’s gonna do right now is let me open this up.
Analyzing so the crown watcher So I know this guy’s his crown is thinning. It affects every aspect of his life.
His main goal is that, is to have enough transplanted in the crown. So his concern is scarring. So you know, we know exactly what to what to pitch. We would save this to a PDF, upload it, or import it to active campaign. This one is the he’s front line conscious.
So here’s his problem, temporal peaks. This is how it makes him feel. That’s frustration. This is the solutions he’s after.
And, of course, the here’s the fear, very few, identity seekers. So you can see how this is pretty powerful. As well. That that’s what I love about TeamGP is, you can paste the the survey data in.
Because like I said, it’s really wonky. I don’t know if you’ve had if you’ve tried that, Chris, on your end, but it’s it doesn’t always read, the dataset. So I find it It’s super helpful. We’ll do another one would be, to take the survey data here.
And what I wanted to do is Sorry.
Just These are folders. Remind us what we’re seeing because, I used to work in a different one, not this one.
Yep. Sure.
So this on the far left is my so these these right here are shared.
So I share all these with my team.
So if if I produce anything in here that I’m researching, then everyone on my team can see them, and we use these to to communicate back and forth. So you would use shared if you’re working with a VA.
Personal is just I I rarely use it, but I just put it in here. It just means that only you can see them. And if you’re gonna use these, you know, your you use it for reasons or whatever it is, that’s where you put them under here.
And remind me this is your this is your previous chats.
Yeah. You got it. The these are just Yeah. You got it. These these are just previous chats that I would bookmark these and then I would use these moving forward.
Here’s your prompts to your so this is where I saved the prompt. So I would open up the the the chat. So first thing I would do is, obviously, is, you go when you copy the URL. Okay?
And go to the web browsing, and then I would save the, zoom, zoom always gets in the way on that.
Then I would find the prompt that I wanna use. In this case, it’s the problem agitate. Here is is where I save all the prompts. This is our team library. And then you can click play and it’ll insert the prompt for you. And now what it’s doing is here’s the prompt, and then this is instructing it to analyze this survey, and that’s that’s exactly what it’ll do.
Now the beauty of this is that in the prompt, it it’s actually highlighting the, it’s it’s doing an analysis and it’s looking for frequency and it’s basing It’s looking at all the problems and it’s it’s basing that off of frequency the most, the problems that affect patients the most. It’s pretty accurate.
Now this is also the, the direct quotes from the, the patients as well that it’s pulling from the survey data. So it’s pretty cool.
Do you get your question?
Yeah. That’s helpful. And I I’d love to see the prompts because I feel like half the work can go into specifically for past, you know, and and even, I would say AIDA, you know, like all the like, it would be great to have some good prompts that you know. I’ve been tested, battle tested.
Yeah. These these are valid. Like, and I’m not I don’t wanna pretend that, oh, you just whip these together quickly. Like, these are, like, this is like hundreds of iterations and it’s it’s very it’s being very specific.
We don’t I don’t have a problem with hallucinations now because it’s very specific and, like, pull these exact quotes, but to get to this was a nightmare, even with with the d b t four. But these are these are solid. They’re consistent.
These will pull the exact quotes from your, from your survey data.
I’ll share it. Absolutely.
I’ll show Oh, that’d be great.
I feel like that’s half the battle these days, to be honest, is the work you can get lost in a chat session for hours. And still be doing the work to get the work that you need.
It is. Yeah. And it’s the it’s all about prompt too. Right? Like, it just it’s it’s getting to that point and just under that’s what I love about this though because and we’ll have some fun with with copywriting formulas.
Like, one of the big things on this is when you do your survey or your knowledge base or your your review mining take your reviews or your data or your customer surveys and align them with some type of framework. Whether it’s a story brand framework or problem agitate solution or another copywriting formula or ADA, align the questions in your survey to that formula because, AI is really gonna respond to that because it recognizes pro patterns the beauty of that when you do that is it makes everything else so much easier and a lot more fun. So let’s take problem match state solution analysis.
Okay? What I wanted to do is I wanna analyze it to customer service survey data and I want it to tell me the the the most common problems the most common, agitations, how it makes people feel, and then hesitations as well, and then, of course, the solutions as well. Now this is powerful because, I would actually take hesitations and I would have it analyze, like, the thousands of results and I would have it come back and say, what is the what are the top ten questions that people have, you know, that’s preventing them from moving forward and then I would create an FAQ site on the blog, to address those specific hesitations based off that survey data.
So that’s pretty that’s how you can use it to be strategic.
We’ll go into the this one is a fun one. So what I what I asked it to do is there’s certain we talked about this before where there’s certain, words or phrases that imply, either a problem or frustration.
So that is implies a benefit. I just want as the outcome I’m tired of is the problem. There’s these type of phrases that you can you can identify inside of your customer survey data, and I’ll I’ll share the prompt with that. And what it’ll do is it’ll look at all of the data here Okay?
It’ll organize everything by frequency and then what it presents to you is actually gonna be copywriting formulas that you can use, and then you can start creating spit drafts from this. You can use your your you can use this for Google ads. You can use this for for, your social media posting. But the beauty of it is if you look at this pattern, this starts with telling a great story, okay, then the prompts go in and it it it uses the same framework of a great story.
Now you’re incorporating VOC and then you’re applying more formulas on top of that to tell a great story. Everything is connected, and it’s pretty powerful stuff when you start having a lot of fun with you. You can do with it. Right?
I’ll paste this in right now. Let me just show you.
So let’s pop this in and this is the, which one is this, the tired of, just want so that. So this will look at all my information, all the surveys it’ll look for references of in this case, it’s actually it’s it’s smart now. It doesn’t just look for tired of. It understands that I’m I’m looking for frustrations. And it understands that I’m looking for goals so that it there’s using these as sort of like to get ideas from.
Let me paste this in.
Let me and here’s the the prompt, analyze the the, the data we’re looking for exact phrases Again, it’s gonna pull exact phrases from the customers, and then you’re just you’re explaining exactly the format that you wanna use The great thing about this is you can customize this is if you want as well. You can use different frameworks. Well, let’s see what it comes up with.
And you could have a lot of fun with this with your, your AB testing. Right? Now now you’re using your survey is following a story framework and proven formulas that you’re now using to create VOC, that you’re now using to create copy, which you’re now using on your Google ads, and you’re targeting specific one readers, so it’s all connected. Like, it’s super powerful. Right? Talk about conversions.
And it it it does a great job of, like, aligning stuff up. Right? Like, I can read this right now. He’s tired of the comb over style on his crown. You know, there’s not enough a hair transplant in the crown, he no longer wants it to conceal it with nano fibers. It looks barely thin or not at all. So what’s cool is, like, if you look at the ad, it’s probably gonna mention this and then align it up, right, when it gets to Google ads.
The fullness yeah. Right here. It’s like tired of hiding your crown, get a hair transplant ditches the needs for concealers, enjoy natural sunlight. So, like, that’s how you can get into some pretty cool stuff Right? Like, this ad is laser focused on this specific problem from this survey data using the exact words of the customer. So you can say, oh, you can start connecting things. That’s pretty powerful.
What was the knowledge base that it used to create the art?
The what you’re looking at right now, you guys can see the screen.
Yeah. This is actual survey data from customers or patients. There’s thousands of of survey results here.
What’s the expertise knowledge base that it’s using like a book or, like, what what are you feeding to or is that just in the problem?
This this this right here. So this so what we did was we we sent a survey to all of our our patience and new leads, and we ask them those three questions.
What problem are you trying to solve? How does the problem make you feel?
What solution or result are you looking for and and what would prevent you from moving forward?
That’s all you need to know. And then we use these as avatars to to now we know the specific problem, the sales team creates avatars using it, and then and then this is the database. So when I’m copying and pasting this, in here that you see this link, that’s where it’s getting me in. It’s literally analyzing all of this, and it’s it’s telling. So I could paste it in and do another prompt if if I did this.
Let me just How are you teaching it to write good ads?
Is that just in the prompt itself?
Or The ads is the the proven copywriting formula.
Right? So that’s that’s the that’s the the key on this. Right? That’s the trick. If you you’re just you’re tired of, I just want so that is problematic state solution. Right? You’re you’re you’re you’re kind of like simplify AI loves this stuff because it loves formulas and patterns.
Right? And if you look at this, like, I could turn this easily into a testimonial.
That’s what I did. It’s perfectly aligned. Right? Like just, hey, are you seeing a headline?
Are you seeing, your hair is mostly thinning on front? You notice that it your density is starting to diminish. You know, I I get it. You’re self conscious about your hairline.
You want a more denser hairline.
Right? But you’re you just, like, you see how easily you can you can come up with some great stuff with that. That’s really and it’s all based off actual the beauty of it is these are actual customers. Right?
So you can see how this stuff works. Like, I’ll do I’ll do a, a session on Google ads, how we, we use this to crush the competition on this stuff. And it’s all using we have real data on this. That that is based off of CRM data.
That I can we can prove this stuff is it works like magic. I think someone had a question on that too from Story Brand. If there was data that we could show that using VOC, Yeah. Quite a bit.
This is your secret sauce. And it’s and it’s and if you’re playing with AI, that’s the trick.
Start with your conversion copywriting processes, and there’s a whole what I use is this one, copy hackers, I use Joe’s. Right?
She has a great article on it right here. These are the guides. There’s two hundred of them. You can have so much fun. And just build these into your prompt.
Right? Start with this. And and when you’re gonna and it starts where you’re getting your data from, obviously, right? But it starts with, just align your questions with the the, the proven formula, which is what we did. Right? That’s where it starts.
And then it’s also paid leads or or customers.
And was that that was leads. Right?
This one right here is, this one’s leads. One’s leads. We have a separate one for customers and we get into, you know, like, a little bit bit more detail. We do we are gonna expand on this more We wanna add, you know, why they chose us, your trust indicators, all that stuff, all that jazz.
Why do you use the customer, data for, you know, in a a chat JVT process.
What do we use it for? Like, in what sense? Yeah.
Like, if you use it to ads as well, or do you to you.
Oh, everything. Oh, yeah. The whole we use the whole I’ll do another we do that. I use it for, I I use it for Google ads personally.
So what I do is we have a client. I’ll give you an example. So we have a client. I I can’t say the name, but we get profit sharing.
Right? And so we had a CRM data. We put it inside of, chat GPT and it was directly from the CRM, and then we also had analytics data. We had to look at the analytics and the CRM data, and we use revenue as the the the metric, and we had to tell us, okay, which market should we focus on based off of this commission rate to make the most amount of money, and it analyzed everything, and it to it showed us exactly where to focus, including age.
So we knew the average age was twenty five to thirty six. Now we have a perfect persona that we can use for targeting for for demographics, then this is our psychographic data. So now we know where they are, and what age, the now we have the psychographic, the exact problems that they wanna solve, and that’s how we use that for the copy for the landing pages, for the, the ads, and it’s all the same copy leading, and it’s all based off frameworks. Right?
It builds off one another. Just like I showed right here. Right? So these are the, you know, it starts you build your avatar, then, you know, you can identify patterns but it the common theme is the, is the the the formula.
Right? You can have fun with it too. Tired of is a good one. So that, and then you can start making the beauty of it as well.
If you start looking for these connectors, it it starts connecting things, and it starts telling an amazing story. NAI loves this stuff. Right?
That’s awesome. That’s pretty cool.
Yeah. And I’ll share all this with you. Like, there’s a we’re gonna build more like, this this is a gold mine. Like, this stuff here is, like and it’s all based off Joe’s, like, the foundation with conversion copywriting is proven copywriting formulas and frameworks, and the second secret ingredient is really your your VOC.
And that’s the process. Right? You you do your your research, you create your avatars, you know, from your VOC research. I just did that with you.
Now you have your one reader that you you create your page around. Right? And then you take your formula, ProMage State Solution, there’s your spit draft.
It’s literally it’s the all the hard stuff is done for you, and then it just now you have the what and then you just apply proven copywriting formulas over that. That’s the how. But you’re using VOC to do that. Right?
So it just it makes your job, and this stuff really works. It really works. And it sounds like the customer, right? You’re using the customer’s own words.
As well.
If if we so I do a lot of website copy. Right? Yep. So if I wanted to take basically, what I want to to ask is what tools would I need to create a process that I could feed, in seven to ten PDFs of interviews, get it to extract that data and separate, separate that, the verbatim quotes into buckets and maybe apply, themes to them and then kind of prepare that for a spit draft. Like, is that something that you’d need?
Make full?
Yeah. You’d ex exactly what you just said and exactly what you know what I used to explain what you wanted. That’s a problem. That’s where he that’s what you would put in here. You would say, you you would create a hook. So all your surveys goes out, you would say, I want you to analyze, the the survey results. I want you to create buckets.
You’re very specific. It it it’ll take a while to get there. You’re gonna have to test it. But then you’d say, okay, I wanna create buckets for this specific reason, and then you would test it, test it, test it till you get the output, then you move on to the next step. Right?
But once once it works, it’s it’s really cool.
You have a lot of fun with it.
Would you recommend make for that, or, what was the other one probably?
Or make Pably have your have your fun with it.
Like, it’s not.
There’s different try try to press the cheapest one.
Have a limit to of two step workflows if if you don’t wanna go for the ultimate package.
If you wanna if you just if you look into this try stuff out, I’ll give you access to my account. View.
Is that what you wanted to have?
I mean, I would love that. It’s just I’m I’m aware that this deal is only around for three more hours.
So I’m just trying to figure out Oh, no.
It’s it’s always three more hours. It’s been three more hours over the past three months.
Okay. Cool. Alright. Sweet.
Like, I’ll give you access. You can go in and, like, we have unlimited. So if you wanna try stuff out, but if you’re gonna go for make is is it depends on your budget. Right? You can do everything with this. Make seems a little more user friendly, but exactly what you said you can achieve with both of them, hundred percent.
Okay. Cool. Yeah. Oh, I mean, I would love that. If if you don’t mind, I’d I’d really appreciate it.
Of course. Absolutely. And any any, workflows that people wanna see let us know and we can create them. I work.
Vit knows, he’s really good at this. Jeremy’s good at this as well. I’ll have them jump in and do some stuff and and share them with everybody. Including the prompts.
But just to emphasize this, and I’m I keep on repeating myself, but it’s really to get into VOC and and using AI and and whatnot, it’s all about the formulas.
Like, when you’re getting your survey data, when you’re sending your survey to customers, start with a formula, whether it’s hero’s journey, story brand framework, start with that. Right, and base form your questions around that because it makes things a lot easier, and then you’re naturally telling a story.
From the v the very beginning. Right? And then you’re getting into some real con conversion copy. Right? It makes your job so much easier.
Your team starting kind of with, like, a fresh, POV, you know, like, where you don’t yet have the inputs of a survey.
But you’re kinda using what’s public reviews as a starting point.
We were going back to this, I think, last time, where you could grab some let’s say it’s for a SaaS product g two or Kaptara reviews.
Could you do the work of grabbing that and actually having it’s sorted into these bucket based on those sticky words like problem, agitate solution.
Yeah. You can. So there is a prompt I’ll share. Sorry. Go ahead. Yep.
Yeah. So it’s like, hey, take take what’s out there or on a given product.
And categorize it like a survey would have is inputs, and then use that work to do you know, the personas or Yes.
I have a prompt just for that right here. I’ll share it with you. So what this does, it’s a bit more advanced.
This is exploratory data analysis. It’s it’s I’m not it it’s good. I know it sounds pretty pretty cool.
But it does just that. It, it goes in. The trick is, and I’ll share this with everyone as well, is start your prompt with the knowledge base. Start by asking it. All of these here are this is like a weekend of me losing my mind of like, okay, this isn’t working. And then, like, hey, what’s the error in solving it? So I’m asking it to solve itself first.
Okay? Then it goes in and it does a comprehensive exploratory data analysis, and it does what you’re asking. So you could use this for reviews. Okay? It’s gonna gonna look for problems, agitate solutions, it’s gonna fix files, it’s gonna categorize, and then it’s gonna identify frequency for you as well. And then once you you have this, then you can start creating your data set. So I did just that with this, and then I asked it to create a final output.
You can actually do that is to, you can ask, hey, create a text file that I can download as well, and it’ll it’ll create it for you. No problem.
So when you did the work, like, are you gonna share the prompts or are you gonna share in what remind me? This is an assistant.
That’s different obviously than the GPT.
So we would have to create this assistant in open AI. Right?
No. You can do. So here’s the prompt.
Let me copy this prompt. Let’s do one right now. Show you. So the only problem is if you’re gonna use, let’s say you’re you wanna use the the new GPT four, okay? So we’ll use the the GPT four. You can just you pop it in here.
Okay? And I’ll just use the same data set here.
K? It’ll do the same thing here. The only difference here is that, this is wonky. It doesn’t work all of the time.
But it’s using you see how it’s saying it’s loading Python, all that stuff. Same thing.
That’s that does all of that here. I’m just instead of putting it here, right, I’m just posting it here. Does that make sense?
Mhmm.
That’s the only difference. It’s still a prompt. You have to know your prompts.
But it won’t start in playground?
Part of me?
Sorry. It works better in playground?
Yeah. It does because this is really wonky. Like, this is this is remember, this is meant for, general use. Right? It’s not meant for, like developers or advanced stuff. It’s, and you’re gonna get it’s working now, but a lot of times it times out. It doesn’t or it takes a little while, but you can I like this just because it’s more it’s quicker the other one and I can choose, there’s no limitations on it as well?
So and then once it it’s kinda like cleaned everything up and now you can get, you can get what the, you know, if you have specific questions, you can dig in deep. It’s basically prepared it, and then you can get into all the data that you guys are talking about, you know, prepare you know, I don’t know, to prepare a or which which you can even ask it. What should I what should I do? And it’ll it’ll make some recommendations or something.
Right, define your goals, and then it’ll it can you can do charts visualization, have it downloaded to PDF, Sky is the limit. Right? I’ve used this, the the code interpreter, like I said, to analyze markets, right, and you can cross reference it with CRM data. It’s pretty powerful.
Like, we have we used it to analyze the keywords that are associated with closed one for customers and then link revenue. So we knew exactly which keywords were generating most revenue. So then we use that to import it, to Google ads. Right?
So you can see how it was pretty powerful. That’s how we use it.
A lot of fun stuff with it.
But again, you’ve heard you prefer to build it in playgrounds rather than using the I I do because I find there’s a lot of problems with this and it’s times out and it’s not It’s just I find it’s easier.
It’s it’s cheaper. Actually, that’s another good point. That’s a point. It’s a lot cheaper. Right?
Because if you’re using this, even on the pro, it’s what I think it’s twenty dollars a month, but if you’re using, the playground, it’s it’s cheaper, especially if you have a team. Right? For less than a hundred bucks a month, I have my entire team on it.
And if I would pay each of them pro, twenty dollars, do the math. Right? It’s a lot more expensive.
Yeah. Right. You do you need pro to have access to playground there. Right?
I don’t think so. No. No. Because playground is meant for is API. The whole point of having playground is that you can do custom functions and the and you can you have to use your you there’s API.
You have your API with it, but just you can do a lot more with it. That’s the main thing. Right? You can you can build custom integrations, a lot of that fun stuff.
Even this, like, there’s a layer that goes beyond this one.
That I don’t even the developers I work with, they that’s the realm they’re in. They’re in, like, Python. I tried it.
They get into this realm here.
What is it?
They get into Python coding and all that stuff where you can, I tried it too much, but then they get into custom? They’re building bots right now that connect.
Oh yeah, we’re actually doing a custom bot for copy hackers. So what we’re doing is, we’re using copy actors courses and website as a knowledge base. So we’re optimized as a knowledge base, and then we’re gonna use not playground, but direct API integration to create a bot that you guys can interact with and ask questions and then it’s gonna pull its knowledge from copy hackers itself. So obviously it’s relevant. So our goal is to have that launch, in the new year. So you’ll you’ll something to look forward to.
Damn, that’s cool. Like, a little digital Joe.
Yeah. Exactly. Yeah. Exactly. And it’s, we did actually did one with, as a pilot. It’s actually pretty pretty crazy.
So here’s, ask Jean. This is where it’s fun. Like, you can have some fun with this. So this is Jean Schwartz.
The legend of advertising. And this is his book, but it actually, what are this, what are the are this? He it talks like him too. Right? And it’s actually, it’s pretty cool because it it, in this case, we’re using his, database as a PDF.
Of the book, and it took took us a while to get to it, but it it talks just like him. It’s actually pretty interesting.
It’s accurate too. Right? And then you can use it to, I don’t know if anyone has a copy of that book, read it. I know Chris, you do.
On that. So you can see the GPT, the knowledge base we use in this case was, the which one was it? It was his breakthrough advertising. And then I also put, his leading headline formulas as well. So you can it’s actually pretty cool. It comes up with some really cool, really cool stuff.
Any other questions that any and anyone else wants to see as well that, we can build out or especially with Evoc research.
I’d love to just get to the point where I could try and build something in because I’ve always just used chat GBT or the team GBT, like my version of that was team AI.
I haven’t actually built anything. So is there a video or a link of anywhere that you’ve seen that’s a good source to say, hey, like, let’s just get get one thing built and bring it maybe to one of our sessions on this, and then we can ask the questions because it’s kinda one of those It’s a lot of information, and I’m just trying to figure out what what could be a task that’s simple to build in the playground area.
Do you want to Yeah.
Well, do you wanna collectively decide on what you want to automate or build? And then, we’ll build it and then do a, share the soap and then a video and then we’ll have a session and walk through it. Would that be help?
Yeah. Yeah. And if we could get the, like, the over the shoulder in advance where we could come having built it and then we have gone through the struggle or the wind of it. That’d be great.
Yeah. The the main thing on this is always remember it’s just you have your, paint on, you know, on this. Like, you the the main thing is you have when you’re getting in the automation. It’s just it’s just to think like this.
Right? You have your you have your data here, like these are surveys or what they are, you’re gonna feed this into open AI. Okay? You’re prompt is gonna instruct Open AI on how to format that information, okay, then you’re gonna use something and some type of other action to do something with it.
It could be publish it to my blog, publish it to GMB, create create social media posts and share them across social media.
But it it starts sort of that’s that’s the step, but it really hinges on your prompt. Right? You still have to, and that’s where you use your your proven copywriting formulas. Right?
That’s kinda where I’d love to know what the endpoint is and then build the the from the beginning. So, I mean, social media for me would be one area that I’ve been, you know, using a g I’ve created GPT, but it’s not automating, and it’s still a little finicky in my tone of voice, but, like, I really like, for example, the way Justin Walsh, if you know him.
No. What is he, his style or his, his posts?
Or Yeah.
Like, he’s kinda about Guru that comes out on LinkedIn as like the LinkedIn operating system of how to, you know, create post, viral posts.
So he has a formula that he recommends like a framework?
Yeah. He does. Yeah.
Okay. So we can use that framework and and align it to the to the, the knowledge base and then you could spit those out. Right?
Yeah.
As long as there’s a formula or framework, it’s not a problem. And then you’re just, like, you could take this. You could you could I could put this in right now and ask it to Let me do this right now. So here, right, you know, I don’t know, three, Facebook, posts, linking to the success story.
Right? So you can it’ll take that, and it’ll do that as it’s, obviously, this is it won’t be perfect, but that’s that’s how I would use it. And then you just this what I’m showing you right now would be that second step, right, in the in the process where you’re you create the prompt and is gonna take the data. And then the third step would be to post this across your social media channels.
Yeah. That would be great. If we we could do the work of, like, getting that. That would check check off one of the boxes that we have to accomplish in queue.
For sure. And it’s so powerful. Right? Cause you could have, like, you have your it’s all based off of a framework. It’s real customer data, it’s real voice of customer. And it’s all related. The ads are voice of customer.
The it’s it they’re I love how powerful that is.
It leverages, like, AI is greatest strength kinda like you’re saying about pattern recognition to apply it to, like, proven formulas based on psychology. So it’s just insanely strong.
Hang go. It’s it’s exactly what Joe teaches. And this is the What I’m showing you right now is the exact way to use AI. Don’t it’s it’s still in the end of the day hinges around proven copywriting formula.
And using VOC. It’s it’s the basics, but leveraging AI. And it makes our job a lot easier. Right?
Like, I don’t I there’s I’m not a data analyst but I promise you with knowing copywriting formulas, I can produce some pretty cool stuff that is gonna make a lot of money. So I understand.
Yeah. And it’s crazy because a lot of people hear them and they have, like, mixed feelings about AI, but I think when you’re leveraging it properly off of its core strength, which is those pattern recognitions in it’s placed in that framework. It’s just crazy strong.
You got it. And here’s another framework, so what prove it. So I’m doing, gonna do a presentation on it where it’s a copy editor. Right? So if you wanted to there’s a lot of people say use use AI to have it edit your your copy, but you need to be more specific Like, you can you can ask AI to look for any mention of a claim inside of your copy and then to stop and, like, ask you a question and then add a benefit it and then recommend some trust indicators to reinforce it. So that’s how it’s powerful. You can build all this, but it again, it hinges on proven copywriting formulas, right, and building out your prompts.
Yeah. And I really like how you’ve, like, pulled out so much data to be able to get, like, the goal, like, If this, then that, or it’s, like, one that comes to mind would be, like, love win, you know, like, for for, like, a goal statement. Right? Like, anytime you know, that you’re gonna get something good out of it.
So You got it.
And it’s I I promise you that you can get the best copy just from, like, get some survey data and just look for so that.
Or hit I promise you that is gonna give you amazing sticky copy. I’m tired of worried about all of that stuff. That’s your state.
Hate win, exhausted with, whatever it is. Right?
Exactly. And look for so those are pain points. That that’s a great point, man. So you have, like, you have your your synonyms, there’s synonyms, there’s adjectives.
So instead of thinking, hey, I have all this data, how am I gonna find my problem and, like, get this, like, sediment, negative, neutral. Forget that. It’s like, okay. What what can I look for?
I wanna look for synonyms that indicate pain point frustrations and problems. I wanna use look for adjectives. I wanna look for, phrases like you’re tired of. So you’ve you’ve simplified it But just by the very nature, these power words, these adjectives, they’re gonna be sticky copy.
That’s the whole point of power word. Right? You see it on getting at? Yeah. That’s the whole point.
And you’ve simplified it, and you’ve made your job a lot easier. Like, even if I go into here, man, like, you can see, and this this pulls it exactly from it. Right? Tired.
It destroyed. Like, at the look at this.
Right. Exhaust.
Riddled by. Riddled or ridden by. Riddled.
Like, that’s when you’re, like, oh, man.
Yeah. Like, I used to be good looking. I’m tired of restricting myself from the things I enjoy. Are you tired of restricting yourself from the things you enjoy? Like, it this is a gold mine stuff.
Oh, yeah.
Yeah. It’s so easy. I’m not a copywriter. Make no mistake. I’m a direct I’m a direct response marketer, but my secret is, Joe, and her conversion copywriting formulas and just using AI and using voice of customer. That’s Yeah.
It’s it’s honestly fascinating and mind blowing I know it is.
Hey. Well, you have a lot of fun with it, Hey. Yeah.
Shane, do you have, do you have, like, a list of those, those synonyms that that we can use to to that you use to identify pain points and, and struggles and frustrations.
Absolutely. I had it, I actually built it.
I over saved it though. I actually have them for you here. I put them in to, identify pain points right here. So I actually saved them all for you here. So this is your you’re seeing this this is the one of the prompts. It’s carefully examine.
Look for exact wording, full context. And then it’s look for synonyms, reference points, and then these are you didn’t you don’t have to give all of them. It starts recognizing them. And then these are the type of synonyms aggregate.
And you can do this with outcomes. You can do this with frustration. So those are your frequently asking, questions. Like, you can do tons of stuff, the same concept.
And then, oh, here’s the example. So I asked it to to look for that information, and then you can ask it for a I I downloaded it expire, but then you can ask it for an output, and it’ll give you and then you can download it and share it. And you can ask for a CSV format, Word document, or even a text file as well.
This is great too.
Yeah. I I’m now going okay. Now what are the steps I need to take to building? That that’s the part that, like, what are the pieces of the puzzle that needed to put together.
I know.
And And that’s where if you could give, like, a quick over the shoulder.
Okay. Hey. Start here. Let’s go of this, and then we could build one and then come in because I always find within the build. That’s where the that’s where the hiccups happen for me at least.
Yeah. And we can learn if if yeah. Come tell it. Let’s let’s agree as a team, like, hey, this is what we, you know, we’ll I’ll start it in Slack. Let’s start with this. We’ll build it. We’ll learn from it obviously because we’re gonna learn by doing and and apply this approach and try to automate something.
Maybe look at part of the VOC research, something.
To get to get it so there’s an actual deliverable, because in the end, it’s like either a landing page and add, social media post, but it all hinges on voc research and and formulas. Right? Yeah.
To do that and and we’ll automate it and we’ll use these tools. We’ll use AI plus these tools. Pick which one we wanna use probably It doesn’t matter to me. I’ve I I do know probably we we can use the other ones as well. I suggest we stay clear of this for now because I don’t see any of us using schema for now. It’s just not ready.
And from seeing this right now, like, here, this is The talk right now is, like, your agencies are getting into this and they’re having to work with developers.
I’ve heard a lot about probably, like, like you said, I come from the appsumo world of things where you kinda buy live from the app deals and then you just keep it your toolkit.
Yeah.
So I’ve heard good things. Pabley is sort of the one that gets referenced a lot outside of that.
Yeah. It’s, it’s up and coming too. Yeah. You can do quite a bit with it.
Does it’s all the same though. Right? It’s all it does the same thing Zapier doesn’t. If you can you snag the deal, you’re gonna you’re you’re gonna You’ll save a lot of money too. So, yeah, so let us know if you wanna see with PABley. Sorry. What’s that?
I’d even love to start doing automated form builders too. Now that we saw that.
Automated form builders in what sense, Well, like, so we if we go back to a sales call where Christie had shared her sales, like, when she has a link, she pushes and asks for a survey to be cleaned completed before she actually takes the call.
Like, all of that becomes gold mine too.
If we could automate that in Yeah.
Yeah. For sure.
Hundred percent. And that’s yeah. I agree. And you can use that to create your your one reader and you print it out.
Like, we literally print those out before the before the, like, we we use active campaign for ours and you can you can actually save them as a PDF and, like, that’s a salesperson’s and ask add Joe’s question to the beginning too. Right? You know, what brought you here today? Now you’re sitting in front of the person and now you know the stage of awareness, you know the exact problem they wanna solve, how it makes them feel, the exact outcome they want, and every hesitation they have about moving forward, like, come on.
Well, and then you can use that for social posting as well.
Yeah. Exactly. Now that’s that’s the the the key. Right? It’s it’s so powerful. This stuff works. I’ll do a presentation to show, like, that we have the data to support this.
So because we have, the questions that Christy shared with us. I I pulled together a quick soft from it. If I shared that with you, would we wanna just huddle on, like, hey, what’s the ultimate on, like, the way to closed because if we could automate like you’re saying the way you intake from surveys and, prospecting and interests, and, you know, keep a goldmine of that, and then you can use that a bit of your your VOC, in addition to attracting who you want to attract.
Yeah. If that’s, yeah, as long as yeah. We let’s let’s define the goal. Let’s align up the the the qualification. So the thank you page is qualification survey. She’s using it to to qualify, to go on to the next step, but let’s align that with a formula, some type of framework whether it’s hero’s hero’s journey something, and align the questions to that so that that’s the first step. And then we could use AI to start analyzing that, as well and look for patterns.
For sure. Well If that’s the direction you guys want, absolutely.
Do you wanna do three scenarios of what we’ve talked about? And then we could vote on the ones that we want, the one that we wanna do.
Sure. What what’s the other, do you wanna agree right now the three scenarios? Is there any is there any specific anyone wants to see?
Or I think for me, all I would like is something where I think it’s just helpful if we all have common knowledge of baseline.
So like whenever we’re getting more complex, you can always say to us, okay, let’s go back to that build we did way back when it was our first one. And if we think of it that way, then we can bill. Do you know what I’m saying? It’s like the baseline that and I don’t have enough experience to know what that looks like exactly, but I feel like if you’re able to always reference back to that one and we build complex complexity from there. That might be helpful just for the whole group being on the same page, I guess, while also learning. Does that make sense?
That’s a that’s a good idea. I really like that. Like you said, if you ever get lost, so this won’t work unless this works, so let’s back to the basics on what we’ve been proven and taught. So that makes sense.
Exactly. Yes. Thank you. I appreciate that, Nolan.
Yeah. No worries.
So we all wanna automate and it just and so we we we understand what we can do now. We’ll get more into the into the how the the specifics and then the angle if everyone wants to take there’s different ways we can do it. You wanna focus on sort of the PABly and the make option where it’s not a direct integration, but you can still do the automation stuff. That’s that’s where I see most of it going, to be honest, like this approach.
This is what ninety nine percent of of businesses are gonna do. They’re gonna go this route.
We use Pably and then test it, you know, either through yours or we we buy it because it makes sense?
Sure. Yeah.
We can test it.
We can try it and make as well. I can We can try different versions. I can tell makes a little more user friendly, but it’s the same concept. You just you’re creating your prompts.
Right?
So we’ll the process I can see is, you know, we need to we’ll create our map, you know, what we wanna happen the steps just like we’re doing a sales funnel. And then, we’ll build the assets for each step, so the webhook, the the prompt, and then this will be, a webhook as well. And then just I think once we understand those steps and how it all works, then we can start. We have the basics and we can build on that.
So what model I guess the question what you are asking is what’s the source data? Like, do we wanna do thank you surveys? Do we wanna do incoming new client surveys? Do you wanna do voice of customer, that comes from Kaptera. I think that’s the question you’re asking, Shane, like, what’s the source data that we want? And then the idea would be what what model we apply to it, like the hero journey, the, past the you know, the different framework that you were suggesting?
Yeah. What’s the goal? Like, we can do if you want. So we’re actually working on something as well.
So, what is it, the story brand? So what you can do so I’ll give you an example of something we could do. K? This this will actually be fun. And actually this will actually challenge my team.
My story brand, is to I think it’s my is it my story brand? Yes. I think it’s my story brand. Yeah.
Here it is. So what you can do is just to give you an idea. Okay. So is is everyone familiar with, story brand?
At all?
Yes. Yep.
Okay. So how you can leverage story brands? So this right here is a framework. This is a it’s a formula It doesn’t quite it follows the the same now of the greatest movies of all time.
You know, character starts with a problem, meets a villain, all this problem. You can take this and you can create a formula. So what you can do is you can create a survey that follows this formula says, hey, what’s your problem? Hey, what options have you considered all that good stuff?
Send it to open AI. Open AI organizes it and then sends it to this tool and auto populates all of this for you, and then you just need to print it and send it to the client. So that’s stuff you can do. We’re creating something similar not in using story brand, but like hero’s journey.
But we’d wanna see, like, what’s the ultimate goal? We can automate stuff, but what is it we wanna do with that deliverable or what we’re gonna produce. Right? What do we wanna achieve from it?
I like the hero’s journey just because it is copy hackers.
Sure. Yeah.
We can I’m I’m I’m open to whatever, you know, the input in the the formula is that everyone wants to apply to because then I think where it gets applied to, you can decide.
Is it a landing page? Is it social? Is it a web, you know, etcetera? But I guess Oh, that’s a good point. The data?
Yeah. That’s a good point. And then we can decide to actually, that’s a good point. Because we can decide on the we have the type. We have the framework. We’ll automate collecting it, and then we can do different sessions on how to now what do we do with this?
Yeah.
We can create a landing page, spit draft. I hear I see. That’s a good idea.
I like it.
Does that work for everybody?
Yeah. Yeah. I would personally there’s two areas that I’m interested. So if you wanted to cool the group and see what they were. Like, I love using existing reviews or anything that’s public out there that you can turn into gold.
That’s a thought. And then or that survey, this the survey questions, like, that, Christie gave us that you can use when clients click, you know, to set up a call.
Sure.
Or, you know, if other people help the other ideas of the data source?
If we can use okay. So no extend let’s say you wanted to use Amazon review mining, just the you can use those datasets, but then use sediment to sort of figure out like, put the the negative into the frustrations.
Like, you you can still you take those reviews and you can categorize them yourself and then or you can put everything in and AI is pretty good at that to sort of take all this data, organize it by, you know, promagitate solution. It’ll do that and then that you can work with it. But the the point is to start with that organized, data set, if that makes sense. Yeah.
That’s key.
That’s that’s the ticket. That’s what I found most effective, then it it it loves it because it’s it loves that stuff. It’s, like, it loves forming. It’s like, like, Joe was thinking ahead. Like, the where the industry was going, like, it’s just the It loves formulas. It loves frameworks. You’re just feeding it exactly what it wants.
Get all this fun. So many things, Aye? These are just frameworks, formulas, and you’re just overlaying. That’s literally the process. You’re just using VOC research, and you’re just you’re applying these formulas. It’s all that is.
Yeah. And it’s important that it really just makes sense because it’s just based off proven statistics and data. That’s why it became a formula. That’s why it became a framework. It’s because things worked time and time. Again, it’s just battle tested. You know?
Exactly. Pitch or promise, like, you’re painting a scene, like, that that tells you exactly, you know, everything promise problem, like, proof these are just your your trust, your your point of difference. Oh, there’s something as well where, there’s another survey I’ll I’ll give some ideas. So we’re actually there’s another survey we’re creating. So we wanna find the point of difference benefits.
We’re using it to develop our USB, and a few other things as well and actually have it recommend.
So let me pull it up. We’re gonna have AI recommend this. It it’s not hundred percent right now, but basically to create an avatar from all of the VOC data that we can use for marketing that includes demographic and psychographic data, and then we can use it across Facebook. We can use across Google ads and it’s pretty detailed.
So it starts with, like, identifying. So how this would work is analyze the CRM data and tell us the most profitable service based off revenue. Okay? Then look at those services, under there.
I want you to analyze the average age we already know we got this down right now. It’s twenty five to thirty to thirty five to twenty five to thirty. Okay. Mail, gender, we have all this because of the CRM.
Then we have it the information there, where are they from, where they participate. So you can see how you can start creating some pretty powerful stuff with this. Right? And then you have your hesitations, the outcomes, all this other stuff.
These are just the formulas. Just the formula. And then it could actually recommend some hard offers and and soft offers and you can actually get proof and, your u s p. Right?
It’s not the this you can get all this from survey data. Right? It’s pretty cool.
No. Yeah. This is awesome. For some reason, instantly, it comes to mind, like, russell brunson’s dot com secrets.
Like, when he was formulating how to, like, thrive on his business, he wanted to have, like, a picture of his dream avatar next to his, his computer. And, like, five or ten years later, whatever, after, the click funnels became, you know, super prevalent. He, like, found himself surrounded in a room by literally people that looked like that. That’s true.
Yeah. It’s true. I I believe in that stuff, man.
Like, I I won’t get into the I know it’s getting If you know them to that tee, then, yeah, that you’re gonna attract them eventually, you know?
Yeah.
A hundred percent, man. It’s very true.
Yeah. Even the book during the launch by Jeff Walker, I believe. You know, it’s a proven model too of, you know, launching as well.
Yeah. Everything everything is in some ways a model, that you can see from and so Jeff Walker, he had, launchy dot ai. He basically built, for his process. All of the proms and was selling in on Black Friday. I didn’t I wasn’t it was interested per se, but it’s that idea of you can actually do what he does and and similar to kind of the bot that you were thinking of for copy hackers. He actually put it step by step. So it was all of his process.
Your avatar, you know, your, pre offers, your you know, fresh off your crushing offer, your, like, every single every single step gets, pretty populated.
Bango.
It’s smart. And it it’s all, like, you can’t ask for anything better. Right? And it’s all based off of real data, real voice of customer, real formula is proven, and it just layers upon each other. And then you just do your split testing, and that’s it. And then you can even narrow it down.
Time, you literally just become your your client or your customer, you know. You literally just are them.
Yeah. Yeah. And you can you can use it to the to break it down by stages of awareness. There’s your buckets.
Like, we do that with Google ads. Right? Or we we do I’ll I’ll do a session on this that one of the sites that Jill is talking about. So we call them authority sites.
So an example would be, I think I talked about this Botox. Right? Botox for sweating. And then you have your FAQ, your your origin story, your, your process, which is like how it solves that specific problem, and Just by doing that, your site is targeted to the different stages of awareness because now you have your blog.
So then you you create questions about sweating on your blog, you connect it, you create a dynamic campaign with Google ads. Now you have campaigns driving targeted traffic around a specific persona using real voice of customer targeting each stage of awareness sending it to a funnel that you’re now qualifying and building your list and nurturing based off of data that you you sell. This is powerful. It’s it’s like it’s gets global.
Literally as specific as you can get.
You’re literally in you’re invaded into their mind at that point.
No. And at hundred, you’re literally in the mind of the customer and how you’re leveraging it all to come together. It just, like, it’s mind blowing. And there’s, like, when customers sit down in front of you and they’re, like, or when yeah.
I totally get it. Like, yeah. You get me, man. Like, that’s that’s the biggest thing.
It’s like, or you’re talking to a customer and they’re like, you’re like, yeah. Like, he sounds just like me.
It’s like and then you’re remind me of, like, if you guys seen step brothers, like, hey.
We did we just become best friends? Like, yeah.
You’re you’re literally this is, like, forget, like, what do they call the well, serve the, you know, they, the groups where they sit down and they I forget what they’re called. Anyways, they’re you can get you can do anything with this stuff. I love it. This is, like, this is where I geek out a bit.
It’s insanely fascinating for sure.
Yep. So does that is that helpful? Like, I’ll I’ll put some lists. Yeah. Absolutely. We can start I just wanna emphasize one more time.
Like, the it really hinges on, your dataset, which is your knowledge. It really hinges on formulas. Start with a formula formula formula formula, formula, start with a proven one. It doesn’t matter what it is, but start with something hero’s journey is a really good one.
You can you can use hero’s journey for anything. You can use it for qualifying, add a couple of questions here and there that you if you wanna further qualify by budget and whatnot, but make sure your surveys and make sure the the what you’re using to collect the data tells a story. Right? So align questions with that proven framework.
That’s how it starts. And then everything you build on that moving forward is is gold.
Well, does the group want me to share what I collected from Christie? Like, the questions and the soft that she did for her sales call.
Sure.
Then maybe there’s better questions, or additional questions that help the group from that a starting point because you’re right. Like, you gotta ask the original questions in a way that’s tell the story. And I think Christy did a pretty great job of that when she built the survey.
That’s gold. And then just think think ahead. Do you know what framework she’s using or formula?
I don’t know that she connected it. I I think she just, but it’s a good question for Christie because she took us through that sale like how to land clients.
Maybe that is the extension of, like, evolving what she presented in combination with her and say, like, actually, yeah.
Okay.
Yeah. The next step is like what formula do you put it through? Maybe the hero’s journey so that when you hop on a call, you’re basically telling them everything as a solution and what you do to support based off of what they provided
Transcript
So today, we’re going to, we’re gonna cover a few things. We’re gonna talk about first, I’m gonna answer your questions. There’s a a few people in the select channel to have some questions about, using the knowledge base and, creating prompts.
The most cost effective strategy to to use GPT and the tool that we recommend, I’m gonna go over that as well.
Then we’re gonna cover understanding prompts, the basics, Incorporating your knowledge base, I know there was some questions on that as well. You’re getting a lot of errors and whatnot when trying to upload your knowledge base. Then how to create actions, the different types of actions we can create and the different tools that you can create as well. And then we’re gonna end it off with some fun with, VOC research and how you can, quickly uncover the, those sticky messages and then use all that through the, conversion copywriting process. And if there’s any questions, just feel to jump in, that’s kinda what we did last time as well. A lot of this will be over the shoulder.
As well. So just, yeah, don’t hesitate. So first thing I wanted to cover is the So Katie, I had a question about, paying for pro and you’re working with your your VA right now. So, the tool that I recommend that you purchase is it’s called TeamGPT.
It just so happens now that there’s a lifetime deal on appsumo. So jump in and get if you can.
The advantage to this, and I’ll show you how I use it.
I’ll do it under here.
Think it’s under, nope, options.
Do do all bot research here it is.
There you go. So this is the sort of insider look on how it works.
The great thing is you can store all your prompts and you can work with your your VA. But more importantly, you can have a share folder, and then you can jump in and you can actually comment on the different outputs.
The great thing about this is that you can actually decide which model you’re gonna use, you can you can choose, the most cost effective that you wanna go with when you’re creating prompts or testing and whatnot, is gonna be your three point five turbo sixteen k. That’s what you wanna start with.
The, if you wanna get into more advanced stuff where if you wanna use code igniter, then you’re gonna have to use the the GP four turbo. But for most of the stuff, especially for your your prompt, testing and whatnot, you can stick with the the turbo. So this is an amazing tool. We use it extensively for our team You can you can create a team library of prompts, different things that you can do with it.
You can create your own personal library. And like I said, you can do some pretty cool stuff with it. I’ll get into this later. There’s actually something you can do instead of creating your own knowledge base where you can link to a website.
In this case, we’ll use a a Google sheet that’s been set to, edit, and then it’ll analyze the Google sheet and then you can have it pull data from that that you can use in your, copywriting as well. So, yeah, definitely the tool that I recommend, is this one, and you wanna grab it as fast as you can because I’m not sure how much longer it’s gonna last, but it is on app sooner right now for the, the lifetime.
The next one is, so creating your knowledge base and also how to use the the API assistant. Chris, I know you wanted to cover something on, prompt engineering. Was there a specific something that you wanted to cover on this?
No. It was mostly how to create prompts in the, In the what was it called? The the playground thing? Because I remember that you Sure. You used to create prompts in the playground and pay used to them in the GPTs. So, yeah, I was wondering, like, what makes the the playground so much better than the the normal prompting in CHA GPT?
Okay. It’s just the, okay, so here’s the playground here.
I can show you the process that I use for, for prompting.
Basically, it’s the there’s two things under this. There’s the chat This is just your typical, you you start with your what you want to happen under the instructions. You return your your the user and then you have the output here. I’ll show you the document that I use.
It didn’t come up, but let me open this up.
Bear with me.
And then there’s also, of course, the assistance. Now the main difference between these is that if you go with the assistance, you have access, access to code interpreter, and then also you can use your, custom, knowledge base. You do have to use the the GPT for the preview. If you go to the turbo, you’re gonna notice that you still have access to code interpreter, but you can’t you don’t have access to any files.
So that’s the main difference between you can use both, to create prompts. There’s no, There’s no difference between the two. I can show you the process. I actually use it in my case, a template when I create prompts.
I’m just gonna open it up right now.
And and and also, like, the the difference between, like, programming, system API and programming a GPT like, why are assistance API apart from the ability to use the actual API and stuff in the background, but what makes the, I don’t know, the customizability of the of the, yeah, building the GPT in assistance better than the GPT.
Okay. It’s all about, okay. We’ll get to that too. So this is the the the approach that I take for prompting, and it just and I can share this with everyone as well. But essentially, it’s just, you start, and this is an example when you start with your your basic prompt, And so, and then you have your output that you’re trying to achieve. That’s what I do, and then I just build on that in initial steps.
Until I get the input that I want, and then I’ll save that as a prompt inside of the the tool that I’m using. In this in this case, it would be team GPT.
You’ll get the same output if you if you use them. Like, you’re gonna get the same output, in this say versus the actually, no. This this is this is used as their, their chat PPT, language model. This it doesn’t it’s actually, I’m not too sure.
I’ll have to I don’t know if it uses that language model, but this one you can, have access code interpreter. Those are the main differences between the two. For testing prompts, I just use this. I use the the the chat for testing functionality.
And using Zapier or, if I’m gonna, you know, use, a schema markup or API, then I would use this one.
Does that answer your question?
Yeah. Yeah. Yeah. So it’s two two different functions. Basically like that.
Two different functions. Use this if you wanna, if you wanna access or if you wanna incorporate functions or if you wanna use a code code interpreter. That’s the major thing on this one. And then if you’re just looking for your basic prompts, just use playground because you don’t have access to, quote interpret or anything.
Yes. And and in general, you use these instead of the normal prompting and GPT in chat GPT because these are more flexible. Right?
It it depends. Like, it’s I’m having a lot of fun with with team GPT right now.
Yeah, it just really depends. Like, it’s not if, if I’m using functions or I wanna I wanna practice some automation or I wanna look at a large data set, then I have to use I have to use the playground because of because of the knowledge base, and you have more access to, you can add more files or create a larger knowledge base in this than you can with the GPTs. Right? So you have to use this if you wanna get into large files. But there are tons of limitations to this. Like, especially with the knowledge based limitations, like, you’ll you’re gonna notice there’s some people are are saying that it’s timing out.
People are noticing now that file sizes, especially for the knowledge base, anything over two hundred fifty MB, it’s really starting to struggle.
And it’s also not, it’s, its usage is dependent on your computer’s processing speed. As well. So it’s really not designed. Like, code interpreter is not designed for large, super large data sets. It’s it’s more for smaller data sets, you know, go in, do some quick analyzing. But beyond that, it’s people are noticing they’re they’re having a lot of problems right now. So that’s the and we’re you’re noticing people are seeing a lot of errors as well, and that’s the cause of it.
I had so many errors trying to to use the the GPT four. I just gave up, and then I went with the, the playground. I do have some, If you do get an error message and I’ll share the prompts with you as well, there are certain, things you can say before. Like, you can tell it to ignore the actual errors.
And then there’s a prompt that I have as well that when it made errors, I had it tell me the error that I made and then recommend how it can avoid that error in the future. So you just put that before your prompt when you’re uploading your knowledge base and it’ll fix itself beforehand.
Yeah. Yeah. As well.
In in the in the playground, do you also play with the temperature and all that stuff or or no?
Yeah. The the only thing I play with on in the, in the playground is the for temperature. I don’t wanna close all this as well.
Is I just set it to the main one here is main one that I do is temperature.
For me, it’s just factual. Like, if it’s like more FAQ or if I’m using it for, like, pulling an exact wording, I’d put it closer to zero. It just allows more, like, creative if you put it for higher dose. So I look at it as more factual. I put it all the way down, and it it’ll produce pretty exactly what I want in a sense.
Good question for you, Peter.
I was gonna ask, Shane, I’m noticing that where I had four in open AI, I’m have it drop down to three point five again. Do you know why that would be?
In in playground or which tool?
Yeah. Yeah. Open AI.
Oh, enter which one under assistance or or chat I I thought if you had four in all of them. I guess it would be helpful to show people what they know they have, like, just in what the I I’m still unclear about the different levels of, like, three point five k and Oh, okay.
You can. Here is the so here if you choose if you’re just going for prompt. You can choose your model here.
Yeah. Okay. So you have so the this one right here is what you can use for ninety percent of stuff as your is your, GPT three point five turbo. That’s the most cost effective. And it’s, like, the cost is maybe, you know, you can summarize a hundred word email for maybe four cents. It’s dirt cheap.
If you wanna get into more advanced stuff or if you wanna use code igniter, you have to use GP GBT four preview. This is the latest model that the kid they came out with, and that allows you to, and that this is more advanced. You can use it in the playground as well. But if you use assistance and you wanna get into function calling and you wanna create your own database, then you have to use, g p t four. You can use g p t three, turbo here.
It’s not a problem, but you won’t be able to use the, all of the functions with it. Does that answer your question?
Yeah.
And I think it was probably for people who don’t have or are getting into opening your eye. Like, you don’t start automatically with the four, though. You have to be able to get access to it. Right?
I’ve I don’t know. Is that is that the I had access to it right away. So unless that Yeah. They might maybe they changed it. But, yeah, I had access right away.
Well, maybe the I’d be curious if people know what they have.
Yeah. I actually see that.
You should have access to it. This this was recent recently. I know that a lot of the tools that I use, this just peered, especially under the the team, GPT. So check that out. But I only use this for, like, like, I don’t use this very often. If I do, I it’s it’s more tweaking stuff for the final output, like most of the stuff you can get away with with three point five.
Yeah. I think now the GPT plus, it’s closed. So there’s a wait list.
Yeah. They’re Sure. Yeah.
As well. Yeah. And then when they come out with new pricing models as well, like, it’ll a lot of things are gonna change.
Okay. So let’s talk. Yeah. Sorry. Go ahead.
Just to just do it quick. With the, the differences one of the differences between three point five, seven, sixteen k, Turbo eleven o six, just straight turbo. Is that what’s the do you know what the difference is between those options?
This like, the the the technical speak, no. All I know is that it’s, the latest model is is this one. It just improvements every every time. The those are different iterations.
This is the latest one to use for, the three point five, and this is the latest one for the GPT four.
Stick to these two and you don’t I don’t even know what the other I don’t pay attention to them. This one here, like, g b t four, is the, is is the model before the the GPU four eleven o six preview, but it’s more expensive, but it doesn’t have the same It has less functionality, but it’s more expensive.
So they’re probably figuring stuff out as as they go as well and different people use it. I know developers to complain. GPT four was just too expensive, so they released GPT four, preview as well. And then it it all boils down to the functionality, right, what you have access to.
Do you wanna create your own database? You have to use a certain model. But most of the time, just stick to this one. Your eleven o six.
So does that answer your question?
Yeah. Yeah. It does. Thank you.
Okay?
So next thing is action. So actions, the the whole thing with the the GPTs and and OpenAI’s playground is, you know, a lot of promises were made, and you can do some pretty cool stuff with it.
You’re looking at the following tools that are are coming out. One, you can use Zapier for your, your actions. That’s for your GPT itself.
There’s another one called Pabley Connect, which is Zapier, but you can grab a lifetime deal, and I’ll I’ll show you that as well. There’s make, which I actually set up an automation to show you how you can incorporate that with GPT and then connect it to your blog, and then there’s relevance as well. So we’ll cover actions right now.
First, I’ll show you sort of a walk through of an action.
This right here is a a patient survey. The this is giving you an idea on how you how you can connect everything, and you can sort of automate a lot of your your copywriting process. So here’s a quick WordPress survey. We send the patients, just ask the patient some questions, you know, what’s the problem, what’s the frustration, what’s the solution, click submit, Now what’ll happen is when you click submit, it’ll go through the system, and it’ll use make And here’s really the process that’s following that we’re using we just use a webhook.
I just sent the data to, to open AI. And in here, there’s a prompt, which I’m instructing open AI to take that survey and, to rewrite it, for, testimonial from my website using the copywriting formula problem frustration solution.
So, once it’s done, then I’m instructing Open AI or g p t. I’m using, I think it’s the three point five for this, then I’m instructing it to update my WordPress website.
Okay? So that’s just an example of what you can automate. You can start connecting things.
If you go here, it should have posted by now. And I it takes about ten seconds. So that just posted and then it’s taken that. And then, of course, it’s posted to the site, and it’s it’s I had it bold the exact words of what I wrote just to show that it’s pulling that in. So that’s an example of what you can do or how you can use it to really automate, to automate things. The the GPTs that they’re talking about, in the back end, the let me open this up right now.
Here the the GPTs where you’re getting into the create an action.
As of right now, you have to have some some, knowledge in order to use this, or there’s another option as well. This is called relevance.
And essentially what these are are, it’s API and then schema markup that you can download, and then you can so you can copy and paste it and put it inside of your your custom GPT here.
And, essentially, if you you look at it, they give a bit of a video here, on how it works.
So you you’ll click configure, create your action, and then here is where you’re gonna paste the schema that that they provide under under here, and then that’s gonna allow it to to do some type of function. But you can see it’s pretty there’s no way I I can’t even do that. Like, the developers are I hand it off to my developers and they they figure it out.
To to solve that, they’re coming out with tools like this where in theory, it’s like you you can try the template you can copy and paste the schema and put it into your your GPT to create that function.
The other option And if you don’t wanna go that route is to use Zapier, where you can, you can import Zapier. I showed that before. And Zapier does have direct integration with your your GPT four. The other option is to use what I just showed you, which is your your Pably connect or your your make, and then you can still do that automation that I’d that I just walked you through It’s not direct integration. It’s like you’re you’re still using a form of Zapier.
If you do go this route, make is a really good one, and, Pavli Connect is another as well. They do have lifetime access on this as well. They have some pretty good deals. So snag that if you can.
Do you have a bad question?
Pardon me?
Do you have a preference for one or the other, make, or public?
Make for, like, make its, relevance. Forget it. Like, it’s just too complicated right now. They’re they’re struggling right now with you know, the whole point of GPTs is that it’s supposed to be user friendly, create your own custom, but that’s pretty advanced. Like, there’s not so you’re seeing these new new tools come out that are trying to solve it. But it’s still, like, this this is pretty it’s it’s they haven’t quite yet.
My preference is either Pably or, make one of the two. Probably because it’s free, what, basically, if you get your lifetime deal and you can do a lot of cool stuff, user friendly is is is a make by far. That’s, you know, to build stuff, you can do it pretty quick and you can automate quite a few things.
Little more expensive though, obviously. Right? But the the main point yep. Part of me?
Well, if I’m using ZPR elsewhere in my business, could I replace that with make?
Yeah. It’s a zapier it’s the same thing. There’s no difference, right, between the the only the only advantage for zapier is that it has direct integration with the the GPTs.
You can do it at this level. You just insert some code. It’s like one one snippet and it’ll actually pull in all the the API calls. That’s the only difference. Then you can also use it just like Pably does as well. But it’s the same the the same thing. There’s no difference.
You can achieve what I just showed you guys whether you use make, whether you use Zapier or you use Pably. It doesn’t matter. Test it out.
Does the does the probably one time deal have pretty much anything, like, like, unlimited stuff or is it limited to requests?
No. It’s limited there. It’s unlimited. It’s, have the, I can, I’ll actually get anyone who wants to jump in and try it. I’ll give you access to my account, and you can have use it as much as you want. It’s it’s really is, like, they’re pretty cool stuff too. Like, you can see, they you can use AI to hear, like, g look at your reviews in rewrite them and post them, like, you can do some pretty advanced stuff.
Yeah. I’m thinking about replacing Zapier if I can get this for like, so that I can stop paying Zapier every month. And but also, it’s interesting I’m seeing in mine. I see three hours left and yours with one hour.
Yeah. It’s a this is, like, you get it’s one time payment, but like I said, I’ll I’ll I’ll give you access to my account. You can jump in and try stuff.
It’s the same. You can do the exact same thing with Zapier, but it just it’s lifetime. Right? You can save some cash.
Cool. It does it does this is actually probably a bit more advanced than Zapier. Like, there’s some stuff you can do. I’m just like, wow.
As far as number of integrations, do you think that it’s basically covers everything that Zapier has?
You’re gonna you’re gonna get the same thing or as API calls. The o the only advantage that Zapier has right now is a direct integration with, the but it’s sections.
Like, I tried it in terms.
Yeah.
Yeah. It has to improve every time.
Yeah. You got it. So that’s that’s the main difference between the two. Cool. Yeah, check it out.
Pappabbly is really good. Like, it’s starting to get a lot of traction, especially at all the the tools coming out of appsumo or, like, it’s they’re all integrating now because it’s it’s an up and coming and then just have a look at the videos and see what it does. You can do anything with You you can. I think it was Kate.
You asked you asked if you can create a spit draft with it. You can. You can actually import your survey data into OpenAI, use a prompt and then have it create a PDF document and create a spit draft that you can send to your client for approval. So you can do all that with Pabley quite a quite a bit.
You mean, sorry. I have to jump off after this. So can you just so it would be survey to open AI to a prompt, and then that would send the input to a Google doc.
Which informs my spit draft.
Yeah. You you can so what you can do is I I actually have it here as well. So under the VOC, you can instruct OpenAI.
Is if you’re using code interpreter is you can say produce, a a download a a word document that I can download, create a file. And it’ll create that for you that you can download as well. So you can do that with code interpreter. You can also do it you can ask it to produce a PDF file, and you can also ask it to do a text file.
You would just put it in the in the prompt itself, and then you would do that at, when you’re creating your actual that’s under the prompt here. Is you you would put out the end, create a, you know, make the I final output in a PDF file that I can download. It’ll give you the link.
Okay. Fantastic. And can we get access to, like, this prompt of yours?
Yeah. Of course. If I’ll give you access to, Absolutely. Give you access to the prompt.
I can if you want to help creating a prompt, then let me know what you want to create. And I’ll I’ll send it to my team and we can create it for you as well. We can jump on a call, of course. You need help.
If you need help, if you wanna learn how to do this, like, all you can work with, VIT. He’s one of the developers on that. He knows probably a lot of this better than I do. If you need help figuring stuff out or troubleshooting, let me know.
Alright. Thanks so much, Shane.
I’m gonna catch the best on the replay.
Yeah. No problem.
So any questions before we move on to some, some VOC fund to have some, that I can answer?
Yeah. I would love to do if we, you know, because I’m thinking probably as well.
If we got probably and then we had an over the shoulder video where we step by step, some, like, set something up, Sure.
Because I saw I’ll be honest when it comes to the integration, that’s where I’m finding the sometimes the steps of it are where you don’t know what to click. And maybe it’s easier on the other side for people, but I find this is exactly what my mind has to see it step by step.
Okay.
If, and specific, it’d be any, I’ll I’ll post in Slack, but any, specific actions or something, like, just put and then we can cover it. I can I can work with my team and we can we can set it up and and show you, but this is an insider? Look, these are all the different integrations, like choose the app. So let’s say you have active campaign, here, then, your next action is, you know, you can choose open ai here. Let me put, there you go.
And then it’s it’s yeah. It’s that simple. And then the beauty of it is is, like, the the whole thing about this is, like, pitcher OpenAI when when you choose this option, this is you still need to create your prompt. So what you’re doing is you’re sending this data to OpenAI, and then you’re using the prompt inside of this to instruct OpenAI what to do. And then you’re using another trigger Like, you get this is endless. You can keep on going, you know, post to this, post to that.
People are doing some pretty crazy stuff. And if you can do some pretty advanced stuff like API integration, right, as well, stuff that’s like it, so you can get pretty creative with this.
It’d be really fun to do some use cases that would support us as a group and then say, like, these are the five things you have to be doing as automation or you’re just killing yourself. Otherwise.
Yeah. Like, do it posts, automations that everyone wants to see. That would be helpful. And then We’ll build them out and share them with everyone. I’m happy to do that. Absolutely.
Yeah. Perfect.
So Okay. Let’s let’s, any questions on on, on this right now?
No. Okay. We’ll move on to, Vock research. Let’s have, let’s have some fun on this. Now, there’s different things that you can you can do, with this. And I’ll I’ll start with, team GPT and show you some examples.
Here’s the dataset that we’re gonna use. Now when you’re creating your dataset or knowledge base, you really want to one of the tricks is to, especially when you’re doing your customer surveys, is to be very specific or tell a story or line them up. Okay. So when we had this is actual data that we collected, and the way we structured it is we asked them what the problem was, then we we ask them how does that, make you feel the frustration we agitated it. And then, of course, we we ask the solution or outcome they want, and then we ask them to address any fears or concerns that, you know, holding them back from moving forward. So we align that survey, really, to a copywriting formula. And by doing that, you’re you’re getting a nice knowledge base that AI can work with because it’s all about patterns.
Once you have this data set, you can do some pretty cool stuff with it, and I’ll start with, what you wanna start with here from my state solution. Okay.
So the great thing about, I mentioned before with, with this is that, if you’re using a normal playground, you do have to upload your your knowledge base here. This is kinda wonky when you’re playing with it. The great thing about team GPT is that you you can insert the link directly. So if I copy here, as long as your your share access as long as it’s edit, then what you can do is you can put it inside, and you can paste it here.
And then you have your saved prompts here. So I’ll just go into let’s do this problem acetate solution fear, and I gotta paste this in.
So what this is doing, and I’ll share these with everyone as well is, it’s I’m asking it to examine the customer service survey data I’m asking it to, create a one reader, and I want it to organize that one reader by problem agitate solution in fear. And the ultimate goal is I’m gonna take this, and how we would use it is I would use OpenAI to push this into active campaign or CRM. So when the salesperson sits down with the, the patient that did do a consultation.
They would literally have in front of them the problem that they’re trying to solve, how it makes them feel, the solution they’re after, the outcome they want, and then the exact hesitations and concerns to address you can see how it’s pretty powerful.
So you paste that in, and what it’s gonna do right now is let me open this up.
Analyzing so the crown watcher So I know this guy’s his crown is thinning. It affects every aspect of his life.
His main goal is that, is to have enough transplanted in the crown. So his concern is scarring. So you know, we know exactly what to what to pitch. We would save this to a PDF, upload it, or import it to active campaign. This one is the he’s front line conscious.
So here’s his problem, temporal peaks. This is how it makes him feel. That’s frustration. This is the solutions he’s after.
And, of course, the here’s the fear, very few, identity seekers. So you can see how this is pretty powerful. As well. That that’s what I love about TeamGP is, you can paste the the survey data in.
Because like I said, it’s really wonky. I don’t know if you’ve had if you’ve tried that, Chris, on your end, but it’s it doesn’t always read, the dataset. So I find it It’s super helpful. We’ll do another one would be, to take the survey data here.
And what I wanted to do is Sorry.
Just These are folders. Remind us what we’re seeing because, I used to work in a different one, not this one.
Yep. Sure.
So this on the far left is my so these these right here are shared.
So I share all these with my team.
So if if I produce anything in here that I’m researching, then everyone on my team can see them, and we use these to to communicate back and forth. So you would use shared if you’re working with a VA.
Personal is just I I rarely use it, but I just put it in here. It just means that only you can see them. And if you’re gonna use these, you know, your you use it for reasons or whatever it is, that’s where you put them under here.
And remind me this is your this is your previous chats.
Yeah. You got it. The these are just Yeah. You got it. These these are just previous chats that I would bookmark these and then I would use these moving forward.
Here’s your prompts to your so this is where I saved the prompt. So I would open up the the the chat. So first thing I would do is, obviously, is, you go when you copy the URL. Okay?
And go to the web browsing, and then I would save the, zoom, zoom always gets in the way on that.
Then I would find the prompt that I wanna use. In this case, it’s the problem agitate. Here is is where I save all the prompts. This is our team library. And then you can click play and it’ll insert the prompt for you. And now what it’s doing is here’s the prompt, and then this is instructing it to analyze this survey, and that’s that’s exactly what it’ll do.
Now the beauty of this is that in the prompt, it it’s actually highlighting the, it’s it’s doing an analysis and it’s looking for frequency and it’s basing It’s looking at all the problems and it’s it’s basing that off of frequency the most, the problems that affect patients the most. It’s pretty accurate.
Now this is also the, the direct quotes from the, the patients as well that it’s pulling from the survey data. So it’s pretty cool.
Do you get your question?
Yeah. That’s helpful. And I I’d love to see the prompts because I feel like half the work can go into specifically for past, you know, and and even, I would say AIDA, you know, like all the like, it would be great to have some good prompts that you know. I’ve been tested, battle tested.
Yeah. These these are valid. Like, and I’m not I don’t wanna pretend that, oh, you just whip these together quickly. Like, these are, like, this is like hundreds of iterations and it’s it’s very it’s being very specific.
We don’t I don’t have a problem with hallucinations now because it’s very specific and, like, pull these exact quotes, but to get to this was a nightmare, even with with the d b t four. But these are these are solid. They’re consistent.
These will pull the exact quotes from your, from your survey data.
I’ll share it. Absolutely.
I’ll show Oh, that’d be great.
I feel like that’s half the battle these days, to be honest, is the work you can get lost in a chat session for hours. And still be doing the work to get the work that you need.
It is. Yeah. And it’s the it’s all about prompt too. Right? Like, it just it’s it’s getting to that point and just under that’s what I love about this though because and we’ll have some fun with with copywriting formulas.
Like, one of the big things on this is when you do your survey or your knowledge base or your your review mining take your reviews or your data or your customer surveys and align them with some type of framework. Whether it’s a story brand framework or problem agitate solution or another copywriting formula or ADA, align the questions in your survey to that formula because, AI is really gonna respond to that because it recognizes pro patterns the beauty of that when you do that is it makes everything else so much easier and a lot more fun. So let’s take problem match state solution analysis.
Okay? What I wanted to do is I wanna analyze it to customer service survey data and I want it to tell me the the the most common problems the most common, agitations, how it makes people feel, and then hesitations as well, and then, of course, the solutions as well. Now this is powerful because, I would actually take hesitations and I would have it analyze, like, the thousands of results and I would have it come back and say, what is the what are the top ten questions that people have, you know, that’s preventing them from moving forward and then I would create an FAQ site on the blog, to address those specific hesitations based off that survey data.
So that’s pretty that’s how you can use it to be strategic.
We’ll go into the this one is a fun one. So what I what I asked it to do is there’s certain we talked about this before where there’s certain, words or phrases that imply, either a problem or frustration.
So that is implies a benefit. I just want as the outcome I’m tired of is the problem. There’s these type of phrases that you can you can identify inside of your customer survey data, and I’ll I’ll share the prompt with that. And what it’ll do is it’ll look at all of the data here Okay?
It’ll organize everything by frequency and then what it presents to you is actually gonna be copywriting formulas that you can use, and then you can start creating spit drafts from this. You can use your your you can use this for Google ads. You can use this for for, your social media posting. But the beauty of it is if you look at this pattern, this starts with telling a great story, okay, then the prompts go in and it it it uses the same framework of a great story.
Now you’re incorporating VOC and then you’re applying more formulas on top of that to tell a great story. Everything is connected, and it’s pretty powerful stuff when you start having a lot of fun with you. You can do with it. Right?
I’ll paste this in right now. Let me just show you.
So let’s pop this in and this is the, which one is this, the tired of, just want so that. So this will look at all my information, all the surveys it’ll look for references of in this case, it’s actually it’s it’s smart now. It doesn’t just look for tired of. It understands that I’m I’m looking for frustrations. And it understands that I’m looking for goals so that it there’s using these as sort of like to get ideas from.
Let me paste this in.
Let me and here’s the the prompt, analyze the the, the data we’re looking for exact phrases Again, it’s gonna pull exact phrases from the customers, and then you’re just you’re explaining exactly the format that you wanna use The great thing about this is you can customize this is if you want as well. You can use different frameworks. Well, let’s see what it comes up with.
And you could have a lot of fun with this with your, your AB testing. Right? Now now you’re using your survey is following a story framework and proven formulas that you’re now using to create VOC, that you’re now using to create copy, which you’re now using on your Google ads, and you’re targeting specific one readers, so it’s all connected. Like, it’s super powerful. Right? Talk about conversions.
And it it it does a great job of, like, aligning stuff up. Right? Like, I can read this right now. He’s tired of the comb over style on his crown. You know, there’s not enough a hair transplant in the crown, he no longer wants it to conceal it with nano fibers. It looks barely thin or not at all. So what’s cool is, like, if you look at the ad, it’s probably gonna mention this and then align it up, right, when it gets to Google ads.
The fullness yeah. Right here. It’s like tired of hiding your crown, get a hair transplant ditches the needs for concealers, enjoy natural sunlight. So, like, that’s how you can get into some pretty cool stuff Right? Like, this ad is laser focused on this specific problem from this survey data using the exact words of the customer. So you can say, oh, you can start connecting things. That’s pretty powerful.
What was the knowledge base that it used to create the art?
The what you’re looking at right now, you guys can see the screen.
Yeah. This is actual survey data from customers or patients. There’s thousands of of survey results here.
What’s the expertise knowledge base that it’s using like a book or, like, what what are you feeding to or is that just in the problem?
This this this right here. So this so what we did was we we sent a survey to all of our our patience and new leads, and we ask them those three questions.
What problem are you trying to solve? How does the problem make you feel?
What solution or result are you looking for and and what would prevent you from moving forward?
That’s all you need to know. And then we use these as avatars to to now we know the specific problem, the sales team creates avatars using it, and then and then this is the database. So when I’m copying and pasting this, in here that you see this link, that’s where it’s getting me in. It’s literally analyzing all of this, and it’s it’s telling. So I could paste it in and do another prompt if if I did this.
Let me just How are you teaching it to write good ads?
Is that just in the prompt itself?
Or The ads is the the proven copywriting formula.
Right? So that’s that’s the that’s the the key on this. Right? That’s the trick. If you you’re just you’re tired of, I just want so that is problematic state solution. Right? You’re you’re you’re you’re kind of like simplify AI loves this stuff because it loves formulas and patterns.
Right? And if you look at this, like, I could turn this easily into a testimonial.
That’s what I did. It’s perfectly aligned. Right? Like just, hey, are you seeing a headline?
Are you seeing, your hair is mostly thinning on front? You notice that it your density is starting to diminish. You know, I I get it. You’re self conscious about your hairline.
You want a more denser hairline.
Right? But you’re you just, like, you see how easily you can you can come up with some great stuff with that. That’s really and it’s all based off actual the beauty of it is these are actual customers. Right?
So you can see how this stuff works. Like, I’ll do I’ll do a, a session on Google ads, how we, we use this to crush the competition on this stuff. And it’s all using we have real data on this. That that is based off of CRM data.
That I can we can prove this stuff is it works like magic. I think someone had a question on that too from Story Brand. If there was data that we could show that using VOC, Yeah. Quite a bit.
This is your secret sauce. And it’s and it’s and if you’re playing with AI, that’s the trick.
Start with your conversion copywriting processes, and there’s a whole what I use is this one, copy hackers, I use Joe’s. Right?
She has a great article on it right here. These are the guides. There’s two hundred of them. You can have so much fun. And just build these into your prompt.
Right? Start with this. And and when you’re gonna and it starts where you’re getting your data from, obviously, right? But it starts with, just align your questions with the the, the proven formula, which is what we did. Right? That’s where it starts.
And then it’s also paid leads or or customers.
And was that that was leads. Right?
This one right here is, this one’s leads. One’s leads. We have a separate one for customers and we get into, you know, like, a little bit bit more detail. We do we are gonna expand on this more We wanna add, you know, why they chose us, your trust indicators, all that stuff, all that jazz.
Why do you use the customer, data for, you know, in a a chat JVT process.
What do we use it for? Like, in what sense? Yeah.
Like, if you use it to ads as well, or do you to you.
Oh, everything. Oh, yeah. The whole we use the whole I’ll do another we do that. I use it for, I I use it for Google ads personally.
So what I do is we have a client. I’ll give you an example. So we have a client. I I can’t say the name, but we get profit sharing.
Right? And so we had a CRM data. We put it inside of, chat GPT and it was directly from the CRM, and then we also had analytics data. We had to look at the analytics and the CRM data, and we use revenue as the the the metric, and we had to tell us, okay, which market should we focus on based off of this commission rate to make the most amount of money, and it analyzed everything, and it to it showed us exactly where to focus, including age.
So we knew the average age was twenty five to thirty six. Now we have a perfect persona that we can use for targeting for for demographics, then this is our psychographic data. So now we know where they are, and what age, the now we have the psychographic, the exact problems that they wanna solve, and that’s how we use that for the copy for the landing pages, for the, the ads, and it’s all the same copy leading, and it’s all based off frameworks. Right?
It builds off one another. Just like I showed right here. Right? So these are the, you know, it starts you build your avatar, then, you know, you can identify patterns but it the common theme is the, is the the the formula.
Right? You can have fun with it too. Tired of is a good one. So that, and then you can start making the beauty of it as well.
If you start looking for these connectors, it it starts connecting things, and it starts telling an amazing story. NAI loves this stuff. Right?
That’s awesome. That’s pretty cool.
Yeah. And I’ll share all this with you. Like, there’s a we’re gonna build more like, this this is a gold mine. Like, this stuff here is, like and it’s all based off Joe’s, like, the foundation with conversion copywriting is proven copywriting formulas and frameworks, and the second secret ingredient is really your your VOC.
And that’s the process. Right? You you do your your research, you create your avatars, you know, from your VOC research. I just did that with you.
Now you have your one reader that you you create your page around. Right? And then you take your formula, ProMage State Solution, there’s your spit draft.
It’s literally it’s the all the hard stuff is done for you, and then it just now you have the what and then you just apply proven copywriting formulas over that. That’s the how. But you’re using VOC to do that. Right?
So it just it makes your job, and this stuff really works. It really works. And it sounds like the customer, right? You’re using the customer’s own words.
As well.
If if we so I do a lot of website copy. Right? Yep. So if I wanted to take basically, what I want to to ask is what tools would I need to create a process that I could feed, in seven to ten PDFs of interviews, get it to extract that data and separate, separate that, the verbatim quotes into buckets and maybe apply, themes to them and then kind of prepare that for a spit draft. Like, is that something that you’d need?
Make full?
Yeah. You’d ex exactly what you just said and exactly what you know what I used to explain what you wanted. That’s a problem. That’s where he that’s what you would put in here. You would say, you you would create a hook. So all your surveys goes out, you would say, I want you to analyze, the the survey results. I want you to create buckets.
You’re very specific. It it it’ll take a while to get there. You’re gonna have to test it. But then you’d say, okay, I wanna create buckets for this specific reason, and then you would test it, test it, test it till you get the output, then you move on to the next step. Right?
But once once it works, it’s it’s really cool.
You have a lot of fun with it.
Would you recommend make for that, or, what was the other one probably?
Or make Pably have your have your fun with it.
Like, it’s not.
There’s different try try to press the cheapest one.
Have a limit to of two step workflows if if you don’t wanna go for the ultimate package.
If you wanna if you just if you look into this try stuff out, I’ll give you access to my account. View.
Is that what you wanted to have?
I mean, I would love that. It’s just I’m I’m aware that this deal is only around for three more hours.
So I’m just trying to figure out Oh, no.
It’s it’s always three more hours. It’s been three more hours over the past three months.
Okay. Cool. Alright. Sweet.
Like, I’ll give you access. You can go in and, like, we have unlimited. So if you wanna try stuff out, but if you’re gonna go for make is is it depends on your budget. Right? You can do everything with this. Make seems a little more user friendly, but exactly what you said you can achieve with both of them, hundred percent.
Okay. Cool. Yeah. Oh, I mean, I would love that. If if you don’t mind, I’d I’d really appreciate it.
Of course. Absolutely. And any any, workflows that people wanna see let us know and we can create them. I work.
Vit knows, he’s really good at this. Jeremy’s good at this as well. I’ll have them jump in and do some stuff and and share them with everybody. Including the prompts.
But just to emphasize this, and I’m I keep on repeating myself, but it’s really to get into VOC and and using AI and and whatnot, it’s all about the formulas.
Like, when you’re getting your survey data, when you’re sending your survey to customers, start with a formula, whether it’s hero’s journey, story brand framework, start with that. Right, and base form your questions around that because it makes things a lot easier, and then you’re naturally telling a story.
From the v the very beginning. Right? And then you’re getting into some real con conversion copy. Right? It makes your job so much easier.
Your team starting kind of with, like, a fresh, POV, you know, like, where you don’t yet have the inputs of a survey.
But you’re kinda using what’s public reviews as a starting point.
We were going back to this, I think, last time, where you could grab some let’s say it’s for a SaaS product g two or Kaptara reviews.
Could you do the work of grabbing that and actually having it’s sorted into these bucket based on those sticky words like problem, agitate solution.
Yeah. You can. So there is a prompt I’ll share. Sorry. Go ahead. Yep.
Yeah. So it’s like, hey, take take what’s out there or on a given product.
And categorize it like a survey would have is inputs, and then use that work to do you know, the personas or Yes.
I have a prompt just for that right here. I’ll share it with you. So what this does, it’s a bit more advanced.
This is exploratory data analysis. It’s it’s I’m not it it’s good. I know it sounds pretty pretty cool.
But it does just that. It, it goes in. The trick is, and I’ll share this with everyone as well, is start your prompt with the knowledge base. Start by asking it. All of these here are this is like a weekend of me losing my mind of like, okay, this isn’t working. And then, like, hey, what’s the error in solving it? So I’m asking it to solve itself first.
Okay? Then it goes in and it does a comprehensive exploratory data analysis, and it does what you’re asking. So you could use this for reviews. Okay? It’s gonna gonna look for problems, agitate solutions, it’s gonna fix files, it’s gonna categorize, and then it’s gonna identify frequency for you as well. And then once you you have this, then you can start creating your data set. So I did just that with this, and then I asked it to create a final output.
You can actually do that is to, you can ask, hey, create a text file that I can download as well, and it’ll it’ll create it for you. No problem.
So when you did the work, like, are you gonna share the prompts or are you gonna share in what remind me? This is an assistant.
That’s different obviously than the GPT.
So we would have to create this assistant in open AI. Right?
No. You can do. So here’s the prompt.
Let me copy this prompt. Let’s do one right now. Show you. So the only problem is if you’re gonna use, let’s say you’re you wanna use the the new GPT four, okay? So we’ll use the the GPT four. You can just you pop it in here.
Okay? And I’ll just use the same data set here.
K? It’ll do the same thing here. The only difference here is that, this is wonky. It doesn’t work all of the time.
But it’s using you see how it’s saying it’s loading Python, all that stuff. Same thing.
That’s that does all of that here. I’m just instead of putting it here, right, I’m just posting it here. Does that make sense?
Mhmm.
That’s the only difference. It’s still a prompt. You have to know your prompts.
But it won’t start in playground?
Part of me?
Sorry. It works better in playground?
Yeah. It does because this is really wonky. Like, this is this is remember, this is meant for, general use. Right? It’s not meant for, like developers or advanced stuff. It’s, and you’re gonna get it’s working now, but a lot of times it times out. It doesn’t or it takes a little while, but you can I like this just because it’s more it’s quicker the other one and I can choose, there’s no limitations on it as well?
So and then once it it’s kinda like cleaned everything up and now you can get, you can get what the, you know, if you have specific questions, you can dig in deep. It’s basically prepared it, and then you can get into all the data that you guys are talking about, you know, prepare you know, I don’t know, to prepare a or which which you can even ask it. What should I what should I do? And it’ll it’ll make some recommendations or something.
Right, define your goals, and then it’ll it can you can do charts visualization, have it downloaded to PDF, Sky is the limit. Right? I’ve used this, the the code interpreter, like I said, to analyze markets, right, and you can cross reference it with CRM data. It’s pretty powerful.
Like, we have we used it to analyze the keywords that are associated with closed one for customers and then link revenue. So we knew exactly which keywords were generating most revenue. So then we use that to import it, to Google ads. Right?
So you can see how it was pretty powerful. That’s how we use it.
A lot of fun stuff with it.
But again, you’ve heard you prefer to build it in playgrounds rather than using the I I do because I find there’s a lot of problems with this and it’s times out and it’s not It’s just I find it’s easier.
It’s it’s cheaper. Actually, that’s another good point. That’s a point. It’s a lot cheaper. Right?
Because if you’re using this, even on the pro, it’s what I think it’s twenty dollars a month, but if you’re using, the playground, it’s it’s cheaper, especially if you have a team. Right? For less than a hundred bucks a month, I have my entire team on it.
And if I would pay each of them pro, twenty dollars, do the math. Right? It’s a lot more expensive.
Yeah. Right. You do you need pro to have access to playground there. Right?
I don’t think so. No. No. Because playground is meant for is API. The whole point of having playground is that you can do custom functions and the and you can you have to use your you there’s API.
You have your API with it, but just you can do a lot more with it. That’s the main thing. Right? You can you can build custom integrations, a lot of that fun stuff.
Even this, like, there’s a layer that goes beyond this one.
That I don’t even the developers I work with, they that’s the realm they’re in. They’re in, like, Python. I tried it.
They get into this realm here.
What is it?
They get into Python coding and all that stuff where you can, I tried it too much, but then they get into custom? They’re building bots right now that connect.
Oh yeah, we’re actually doing a custom bot for copy hackers. So what we’re doing is, we’re using copy actors courses and website as a knowledge base. So we’re optimized as a knowledge base, and then we’re gonna use not playground, but direct API integration to create a bot that you guys can interact with and ask questions and then it’s gonna pull its knowledge from copy hackers itself. So obviously it’s relevant. So our goal is to have that launch, in the new year. So you’ll you’ll something to look forward to.
Damn, that’s cool. Like, a little digital Joe.
Yeah. Exactly. Yeah. Exactly. And it’s, we did actually did one with, as a pilot. It’s actually pretty pretty crazy.
So here’s, ask Jean. This is where it’s fun. Like, you can have some fun with this. So this is Jean Schwartz.
The legend of advertising. And this is his book, but it actually, what are this, what are the are this? He it talks like him too. Right? And it’s actually, it’s pretty cool because it it, in this case, we’re using his, database as a PDF.
Of the book, and it took took us a while to get to it, but it it talks just like him. It’s actually pretty interesting.
It’s accurate too. Right? And then you can use it to, I don’t know if anyone has a copy of that book, read it. I know Chris, you do.
On that. So you can see the GPT, the knowledge base we use in this case was, the which one was it? It was his breakthrough advertising. And then I also put, his leading headline formulas as well. So you can it’s actually pretty cool. It comes up with some really cool, really cool stuff.
Any other questions that any and anyone else wants to see as well that, we can build out or especially with Evoc research.
I’d love to just get to the point where I could try and build something in because I’ve always just used chat GBT or the team GBT, like my version of that was team AI.
I haven’t actually built anything. So is there a video or a link of anywhere that you’ve seen that’s a good source to say, hey, like, let’s just get get one thing built and bring it maybe to one of our sessions on this, and then we can ask the questions because it’s kinda one of those It’s a lot of information, and I’m just trying to figure out what what could be a task that’s simple to build in the playground area.
Do you want to Yeah.
Well, do you wanna collectively decide on what you want to automate or build? And then, we’ll build it and then do a, share the soap and then a video and then we’ll have a session and walk through it. Would that be help?
Yeah. Yeah. And if we could get the, like, the over the shoulder in advance where we could come having built it and then we have gone through the struggle or the wind of it. That’d be great.
Yeah. The the main thing on this is always remember it’s just you have your, paint on, you know, on this. Like, you the the main thing is you have when you’re getting in the automation. It’s just it’s just to think like this.
Right? You have your you have your data here, like these are surveys or what they are, you’re gonna feed this into open AI. Okay? You’re prompt is gonna instruct Open AI on how to format that information, okay, then you’re gonna use something and some type of other action to do something with it.
It could be publish it to my blog, publish it to GMB, create create social media posts and share them across social media.
But it it starts sort of that’s that’s the step, but it really hinges on your prompt. Right? You still have to, and that’s where you use your your proven copywriting formulas. Right?
That’s kinda where I’d love to know what the endpoint is and then build the the from the beginning. So, I mean, social media for me would be one area that I’ve been, you know, using a g I’ve created GPT, but it’s not automating, and it’s still a little finicky in my tone of voice, but, like, I really like, for example, the way Justin Walsh, if you know him.
No. What is he, his style or his, his posts?
Or Yeah.
Like, he’s kinda about Guru that comes out on LinkedIn as like the LinkedIn operating system of how to, you know, create post, viral posts.
So he has a formula that he recommends like a framework?
Yeah. He does. Yeah.
Okay. So we can use that framework and and align it to the to the, the knowledge base and then you could spit those out. Right?
Yeah.
As long as there’s a formula or framework, it’s not a problem. And then you’re just, like, you could take this. You could you could I could put this in right now and ask it to Let me do this right now. So here, right, you know, I don’t know, three, Facebook, posts, linking to the success story.
Right? So you can it’ll take that, and it’ll do that as it’s, obviously, this is it won’t be perfect, but that’s that’s how I would use it. And then you just this what I’m showing you right now would be that second step, right, in the in the process where you’re you create the prompt and is gonna take the data. And then the third step would be to post this across your social media channels.
Yeah. That would be great. If we we could do the work of, like, getting that. That would check check off one of the boxes that we have to accomplish in queue.
For sure. And it’s so powerful. Right? Cause you could have, like, you have your it’s all based off of a framework. It’s real customer data, it’s real voice of customer. And it’s all related. The ads are voice of customer.
The it’s it they’re I love how powerful that is.
It leverages, like, AI is greatest strength kinda like you’re saying about pattern recognition to apply it to, like, proven formulas based on psychology. So it’s just insanely strong.
Hang go. It’s it’s exactly what Joe teaches. And this is the What I’m showing you right now is the exact way to use AI. Don’t it’s it’s still in the end of the day hinges around proven copywriting formula.
And using VOC. It’s it’s the basics, but leveraging AI. And it makes our job a lot easier. Right?
Like, I don’t I there’s I’m not a data analyst but I promise you with knowing copywriting formulas, I can produce some pretty cool stuff that is gonna make a lot of money. So I understand.
Yeah. And it’s crazy because a lot of people hear them and they have, like, mixed feelings about AI, but I think when you’re leveraging it properly off of its core strength, which is those pattern recognitions in it’s placed in that framework. It’s just crazy strong.
You got it. And here’s another framework, so what prove it. So I’m doing, gonna do a presentation on it where it’s a copy editor. Right? So if you wanted to there’s a lot of people say use use AI to have it edit your your copy, but you need to be more specific Like, you can you can ask AI to look for any mention of a claim inside of your copy and then to stop and, like, ask you a question and then add a benefit it and then recommend some trust indicators to reinforce it. So that’s how it’s powerful. You can build all this, but it again, it hinges on proven copywriting formulas, right, and building out your prompts.
Yeah. And I really like how you’ve, like, pulled out so much data to be able to get, like, the goal, like, If this, then that, or it’s, like, one that comes to mind would be, like, love win, you know, like, for for, like, a goal statement. Right? Like, anytime you know, that you’re gonna get something good out of it.
So You got it.
And it’s I I promise you that you can get the best copy just from, like, get some survey data and just look for so that.
Or hit I promise you that is gonna give you amazing sticky copy. I’m tired of worried about all of that stuff. That’s your state.
Hate win, exhausted with, whatever it is. Right?
Exactly. And look for so those are pain points. That that’s a great point, man. So you have, like, you have your your synonyms, there’s synonyms, there’s adjectives.
So instead of thinking, hey, I have all this data, how am I gonna find my problem and, like, get this, like, sediment, negative, neutral. Forget that. It’s like, okay. What what can I look for?
I wanna look for synonyms that indicate pain point frustrations and problems. I wanna use look for adjectives. I wanna look for, phrases like you’re tired of. So you’ve you’ve simplified it But just by the very nature, these power words, these adjectives, they’re gonna be sticky copy.
That’s the whole point of power word. Right? You see it on getting at? Yeah. That’s the whole point.
And you’ve simplified it, and you’ve made your job a lot easier. Like, even if I go into here, man, like, you can see, and this this pulls it exactly from it. Right? Tired.
It destroyed. Like, at the look at this.
Right. Exhaust.
Riddled by. Riddled or ridden by. Riddled.
Like, that’s when you’re, like, oh, man.
Yeah. Like, I used to be good looking. I’m tired of restricting myself from the things I enjoy. Are you tired of restricting yourself from the things you enjoy? Like, it this is a gold mine stuff.
Oh, yeah.
Yeah. It’s so easy. I’m not a copywriter. Make no mistake. I’m a direct I’m a direct response marketer, but my secret is, Joe, and her conversion copywriting formulas and just using AI and using voice of customer. That’s Yeah.
It’s it’s honestly fascinating and mind blowing I know it is.
Hey. Well, you have a lot of fun with it, Hey. Yeah.
Shane, do you have, do you have, like, a list of those, those synonyms that that we can use to to that you use to identify pain points and, and struggles and frustrations.
Absolutely. I had it, I actually built it.
I over saved it though. I actually have them for you here. I put them in to, identify pain points right here. So I actually saved them all for you here. So this is your you’re seeing this this is the one of the prompts. It’s carefully examine.
Look for exact wording, full context. And then it’s look for synonyms, reference points, and then these are you didn’t you don’t have to give all of them. It starts recognizing them. And then these are the type of synonyms aggregate.
And you can do this with outcomes. You can do this with frustration. So those are your frequently asking, questions. Like, you can do tons of stuff, the same concept.
And then, oh, here’s the example. So I asked it to to look for that information, and then you can ask it for a I I downloaded it expire, but then you can ask it for an output, and it’ll give you and then you can download it and share it. And you can ask for a CSV format, Word document, or even a text file as well.
This is great too.
Yeah. I I’m now going okay. Now what are the steps I need to take to building? That that’s the part that, like, what are the pieces of the puzzle that needed to put together.
I know.
And And that’s where if you could give, like, a quick over the shoulder.
Okay. Hey. Start here. Let’s go of this, and then we could build one and then come in because I always find within the build. That’s where the that’s where the hiccups happen for me at least.
Yeah. And we can learn if if yeah. Come tell it. Let’s let’s agree as a team, like, hey, this is what we, you know, we’ll I’ll start it in Slack. Let’s start with this. We’ll build it. We’ll learn from it obviously because we’re gonna learn by doing and and apply this approach and try to automate something.
Maybe look at part of the VOC research, something.
To get to get it so there’s an actual deliverable, because in the end, it’s like either a landing page and add, social media post, but it all hinges on voc research and and formulas. Right? Yeah.
To do that and and we’ll automate it and we’ll use these tools. We’ll use AI plus these tools. Pick which one we wanna use probably It doesn’t matter to me. I’ve I I do know probably we we can use the other ones as well. I suggest we stay clear of this for now because I don’t see any of us using schema for now. It’s just not ready.
And from seeing this right now, like, here, this is The talk right now is, like, your agencies are getting into this and they’re having to work with developers.
I’ve heard a lot about probably, like, like you said, I come from the appsumo world of things where you kinda buy live from the app deals and then you just keep it your toolkit.
Yeah.
So I’ve heard good things. Pabley is sort of the one that gets referenced a lot outside of that.
Yeah. It’s, it’s up and coming too. Yeah. You can do quite a bit with it.
Does it’s all the same though. Right? It’s all it does the same thing Zapier doesn’t. If you can you snag the deal, you’re gonna you’re you’re gonna You’ll save a lot of money too. So, yeah, so let us know if you wanna see with PABley. Sorry. What’s that?
I’d even love to start doing automated form builders too. Now that we saw that.
Automated form builders in what sense, Well, like, so we if we go back to a sales call where Christie had shared her sales, like, when she has a link, she pushes and asks for a survey to be cleaned completed before she actually takes the call.
Like, all of that becomes gold mine too.
If we could automate that in Yeah.
Yeah. For sure.
Hundred percent. And that’s yeah. I agree. And you can use that to create your your one reader and you print it out.
Like, we literally print those out before the before the, like, we we use active campaign for ours and you can you can actually save them as a PDF and, like, that’s a salesperson’s and ask add Joe’s question to the beginning too. Right? You know, what brought you here today? Now you’re sitting in front of the person and now you know the stage of awareness, you know the exact problem they wanna solve, how it makes them feel, the exact outcome they want, and every hesitation they have about moving forward, like, come on.
Well, and then you can use that for social posting as well.
Yeah. Exactly. Now that’s that’s the the the key. Right? It’s it’s so powerful. This stuff works. I’ll do a presentation to show, like, that we have the data to support this.
So because we have, the questions that Christy shared with us. I I pulled together a quick soft from it. If I shared that with you, would we wanna just huddle on, like, hey, what’s the ultimate on, like, the way to closed because if we could automate like you’re saying the way you intake from surveys and, prospecting and interests, and, you know, keep a goldmine of that, and then you can use that a bit of your your VOC, in addition to attracting who you want to attract.
Yeah. If that’s, yeah, as long as yeah. We let’s let’s define the goal. Let’s align up the the the qualification. So the thank you page is qualification survey. She’s using it to to qualify, to go on to the next step, but let’s align that with a formula, some type of framework whether it’s hero’s hero’s journey something, and align the questions to that so that that’s the first step. And then we could use AI to start analyzing that, as well and look for patterns.
For sure. Well If that’s the direction you guys want, absolutely.
Do you wanna do three scenarios of what we’ve talked about? And then we could vote on the ones that we want, the one that we wanna do.
Sure. What what’s the other, do you wanna agree right now the three scenarios? Is there any is there any specific anyone wants to see?
Or I think for me, all I would like is something where I think it’s just helpful if we all have common knowledge of baseline.
So like whenever we’re getting more complex, you can always say to us, okay, let’s go back to that build we did way back when it was our first one. And if we think of it that way, then we can bill. Do you know what I’m saying? It’s like the baseline that and I don’t have enough experience to know what that looks like exactly, but I feel like if you’re able to always reference back to that one and we build complex complexity from there. That might be helpful just for the whole group being on the same page, I guess, while also learning. Does that make sense?
That’s a that’s a good idea. I really like that. Like you said, if you ever get lost, so this won’t work unless this works, so let’s back to the basics on what we’ve been proven and taught. So that makes sense.
Exactly. Yes. Thank you. I appreciate that, Nolan.
Yeah. No worries.
So we all wanna automate and it just and so we we we understand what we can do now. We’ll get more into the into the how the the specifics and then the angle if everyone wants to take there’s different ways we can do it. You wanna focus on sort of the PABly and the make option where it’s not a direct integration, but you can still do the automation stuff. That’s that’s where I see most of it going, to be honest, like this approach.
This is what ninety nine percent of of businesses are gonna do. They’re gonna go this route.
We use Pably and then test it, you know, either through yours or we we buy it because it makes sense?
Sure. Yeah.
We can test it.
We can try it and make as well. I can We can try different versions. I can tell makes a little more user friendly, but it’s the same concept. You just you’re creating your prompts.
Right?
So we’ll the process I can see is, you know, we need to we’ll create our map, you know, what we wanna happen the steps just like we’re doing a sales funnel. And then, we’ll build the assets for each step, so the webhook, the the prompt, and then this will be, a webhook as well. And then just I think once we understand those steps and how it all works, then we can start. We have the basics and we can build on that.
So what model I guess the question what you are asking is what’s the source data? Like, do we wanna do thank you surveys? Do we wanna do incoming new client surveys? Do you wanna do voice of customer, that comes from Kaptera. I think that’s the question you’re asking, Shane, like, what’s the source data that we want? And then the idea would be what what model we apply to it, like the hero journey, the, past the you know, the different framework that you were suggesting?
Yeah. What’s the goal? Like, we can do if you want. So we’re actually working on something as well.
So, what is it, the story brand? So what you can do so I’ll give you an example of something we could do. K? This this will actually be fun. And actually this will actually challenge my team.
My story brand, is to I think it’s my is it my story brand? Yes. I think it’s my story brand. Yeah.
Here it is. So what you can do is just to give you an idea. Okay. So is is everyone familiar with, story brand?
At all?
Yes. Yep.
Okay. So how you can leverage story brands? So this right here is a framework. This is a it’s a formula It doesn’t quite it follows the the same now of the greatest movies of all time.
You know, character starts with a problem, meets a villain, all this problem. You can take this and you can create a formula. So what you can do is you can create a survey that follows this formula says, hey, what’s your problem? Hey, what options have you considered all that good stuff?
Send it to open AI. Open AI organizes it and then sends it to this tool and auto populates all of this for you, and then you just need to print it and send it to the client. So that’s stuff you can do. We’re creating something similar not in using story brand, but like hero’s journey.
But we’d wanna see, like, what’s the ultimate goal? We can automate stuff, but what is it we wanna do with that deliverable or what we’re gonna produce. Right? What do we wanna achieve from it?
I like the hero’s journey just because it is copy hackers.
Sure. Yeah.
We can I’m I’m I’m open to whatever, you know, the input in the the formula is that everyone wants to apply to because then I think where it gets applied to, you can decide.
Is it a landing page? Is it social? Is it a web, you know, etcetera? But I guess Oh, that’s a good point. The data?
Yeah. That’s a good point. And then we can decide to actually, that’s a good point. Because we can decide on the we have the type. We have the framework. We’ll automate collecting it, and then we can do different sessions on how to now what do we do with this?
Yeah.
We can create a landing page, spit draft. I hear I see. That’s a good idea.
I like it.
Does that work for everybody?
Yeah. Yeah. I would personally there’s two areas that I’m interested. So if you wanted to cool the group and see what they were. Like, I love using existing reviews or anything that’s public out there that you can turn into gold.
That’s a thought. And then or that survey, this the survey questions, like, that, Christie gave us that you can use when clients click, you know, to set up a call.
Sure.
Or, you know, if other people help the other ideas of the data source?
If we can use okay. So no extend let’s say you wanted to use Amazon review mining, just the you can use those datasets, but then use sediment to sort of figure out like, put the the negative into the frustrations.
Like, you you can still you take those reviews and you can categorize them yourself and then or you can put everything in and AI is pretty good at that to sort of take all this data, organize it by, you know, promagitate solution. It’ll do that and then that you can work with it. But the the point is to start with that organized, data set, if that makes sense. Yeah.
That’s key.
That’s that’s the ticket. That’s what I found most effective, then it it it loves it because it’s it loves that stuff. It’s, like, it loves forming. It’s like, like, Joe was thinking ahead. Like, the where the industry was going, like, it’s just the It loves formulas. It loves frameworks. You’re just feeding it exactly what it wants.
Get all this fun. So many things, Aye? These are just frameworks, formulas, and you’re just overlaying. That’s literally the process. You’re just using VOC research, and you’re just you’re applying these formulas. It’s all that is.
Yeah. And it’s important that it really just makes sense because it’s just based off proven statistics and data. That’s why it became a formula. That’s why it became a framework. It’s because things worked time and time. Again, it’s just battle tested. You know?
Exactly. Pitch or promise, like, you’re painting a scene, like, that that tells you exactly, you know, everything promise problem, like, proof these are just your your trust, your your point of difference. Oh, there’s something as well where, there’s another survey I’ll I’ll give some ideas. So we’re actually there’s another survey we’re creating. So we wanna find the point of difference benefits.
We’re using it to develop our USB, and a few other things as well and actually have it recommend.
So let me pull it up. We’re gonna have AI recommend this. It it’s not hundred percent right now, but basically to create an avatar from all of the VOC data that we can use for marketing that includes demographic and psychographic data, and then we can use it across Facebook. We can use across Google ads and it’s pretty detailed.
So it starts with, like, identifying. So how this would work is analyze the CRM data and tell us the most profitable service based off revenue. Okay? Then look at those services, under there.
I want you to analyze the average age we already know we got this down right now. It’s twenty five to thirty to thirty five to twenty five to thirty. Okay. Mail, gender, we have all this because of the CRM.
Then we have it the information there, where are they from, where they participate. So you can see how you can start creating some pretty powerful stuff with this. Right? And then you have your hesitations, the outcomes, all this other stuff.
These are just the formulas. Just the formula. And then it could actually recommend some hard offers and and soft offers and you can actually get proof and, your u s p. Right?
It’s not the this you can get all this from survey data. Right? It’s pretty cool.
No. Yeah. This is awesome. For some reason, instantly, it comes to mind, like, russell brunson’s dot com secrets.
Like, when he was formulating how to, like, thrive on his business, he wanted to have, like, a picture of his dream avatar next to his, his computer. And, like, five or ten years later, whatever, after, the click funnels became, you know, super prevalent. He, like, found himself surrounded in a room by literally people that looked like that. That’s true.
Yeah. It’s true. I I believe in that stuff, man.
Like, I I won’t get into the I know it’s getting If you know them to that tee, then, yeah, that you’re gonna attract them eventually, you know?
Yeah.
A hundred percent, man. It’s very true.
Yeah. Even the book during the launch by Jeff Walker, I believe. You know, it’s a proven model too of, you know, launching as well.
Yeah. Everything everything is in some ways a model, that you can see from and so Jeff Walker, he had, launchy dot ai. He basically built, for his process. All of the proms and was selling in on Black Friday. I didn’t I wasn’t it was interested per se, but it’s that idea of you can actually do what he does and and similar to kind of the bot that you were thinking of for copy hackers. He actually put it step by step. So it was all of his process.
Your avatar, you know, your, pre offers, your you know, fresh off your crushing offer, your, like, every single every single step gets, pretty populated.
Bango.
It’s smart. And it it’s all, like, you can’t ask for anything better. Right? And it’s all based off of real data, real voice of customer, real formula is proven, and it just layers upon each other. And then you just do your split testing, and that’s it. And then you can even narrow it down.
Time, you literally just become your your client or your customer, you know. You literally just are them.
Yeah. Yeah. And you can you can use it to the to break it down by stages of awareness. There’s your buckets.
Like, we do that with Google ads. Right? Or we we do I’ll I’ll do a session on this that one of the sites that Jill is talking about. So we call them authority sites.
So an example would be, I think I talked about this Botox. Right? Botox for sweating. And then you have your FAQ, your your origin story, your, your process, which is like how it solves that specific problem, and Just by doing that, your site is targeted to the different stages of awareness because now you have your blog.
So then you you create questions about sweating on your blog, you connect it, you create a dynamic campaign with Google ads. Now you have campaigns driving targeted traffic around a specific persona using real voice of customer targeting each stage of awareness sending it to a funnel that you’re now qualifying and building your list and nurturing based off of data that you you sell. This is powerful. It’s it’s like it’s gets global.
Literally as specific as you can get.
You’re literally in you’re invaded into their mind at that point.
No. And at hundred, you’re literally in the mind of the customer and how you’re leveraging it all to come together. It just, like, it’s mind blowing. And there’s, like, when customers sit down in front of you and they’re, like, or when yeah.
I totally get it. Like, yeah. You get me, man. Like, that’s that’s the biggest thing.
It’s like, or you’re talking to a customer and they’re like, you’re like, yeah. Like, he sounds just like me.
It’s like and then you’re remind me of, like, if you guys seen step brothers, like, hey.
We did we just become best friends? Like, yeah.
You’re you’re literally this is, like, forget, like, what do they call the well, serve the, you know, they, the groups where they sit down and they I forget what they’re called. Anyways, they’re you can get you can do anything with this stuff. I love it. This is, like, this is where I geek out a bit.
It’s insanely fascinating for sure.
Yep. So does that is that helpful? Like, I’ll I’ll put some lists. Yeah. Absolutely. We can start I just wanna emphasize one more time.
Like, the it really hinges on, your dataset, which is your knowledge. It really hinges on formulas. Start with a formula formula formula formula, formula, start with a proven one. It doesn’t matter what it is, but start with something hero’s journey is a really good one.
You can you can use hero’s journey for anything. You can use it for qualifying, add a couple of questions here and there that you if you wanna further qualify by budget and whatnot, but make sure your surveys and make sure the the what you’re using to collect the data tells a story. Right? So align questions with that proven framework.
That’s how it starts. And then everything you build on that moving forward is is gold.
Well, does the group want me to share what I collected from Christie? Like, the questions and the soft that she did for her sales call.
Sure.
Then maybe there’s better questions, or additional questions that help the group from that a starting point because you’re right. Like, you gotta ask the original questions in a way that’s tell the story. And I think Christy did a pretty great job of that when she built the survey.
That’s gold. And then just think think ahead. Do you know what framework she’s using or formula?
I don’t know that she connected it. I I think she just, but it’s a good question for Christie because she took us through that sale like how to land clients.
Maybe that is the extension of, like, evolving what she presented in combination with her and say, like, actually, yeah.
Okay.
Yeah. The next step is like what formula do you put it through? Maybe the hero’s journey so that when you hop on a call, you’re basically telling them everything as a solution and what you do to support based off of what they provided